BlackRock Credit Allocation Income Trust
BTZ- 交易所
- NYSE
- SEC CIK
- 0001379384
近 90 天，BlackRock Credit Allocation Income Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 156 家機構在 13F 申報持有，市值合計 $3.54 億；沒有大師持有。
2026 年第 1 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 155
- 較 2025 年第 4 季 +2 家
- 持有股數
- 3,412 萬
- 較 2025 年第 4 季 +3,844 (0.0%)
- 總市值
- $3.45 億
- 較 2025 年第 4 季 −$2,459 萬 (−6.7%)
- 新進機構
- 21
- 另有 45 家加碼
- 清倉機構
- 19
- 另有 48 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BTZ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 156 | $3.54 億 |
| 2026 年第 1 季 | 155 | $3.45 億 |
| 2025 年第 4 季 | 156 | $3.70 億 |
| 2025 年第 3 季 | 151 | $3.67 億 |
| 2025 年第 2 季 | 144 | $3.67 億 |
| 2025 年第 1 季 | 146 | $3.57 億 |
| 2024 年第 4 季 | 157 | $3.45 億 |
| 2024 年第 3 季 | 136 | $3.55 億 |
| 2024 年第 2 季 | 140 | $3.58 億 |
| 2024 年第 1 季 | 141 | $3.56 億 |
| 2023 年第 4 季 | 150 | $3.54 億 |
| 2023 年第 3 季 | 134 | $3.18 億 |
| 2023 年第 2 季 | 140 | $3.34 億 |
| 2023 年第 1 季 | 138 | $3.31 億 |
| 2022 年第 4 季 | 151 | $3.33 億 |
| 2022 年第 3 季 | 149 | $3.15 億 |
| 2022 年第 2 季 | 147 | $3.57 億 |
| 2022 年第 1 季 | 137 | $3.97 億 |
| 2021 年第 4 季 | 138 | $4.63 億 |
| 2021 年第 3 季 | 136 | $4.81 億 |
| 2021 年第 2 季 | 136 | $5.00 億 |
| 2021 年第 1 季 | 134 | $4.89 億 |
2026 年第 1 季持有機構
每家機構持有 BlackRock Credit Allocation Income Trust 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,941,861 | $7,011 萬 | 1.42% | +511,552+8.0% | 加碼 |
| Morgan Stanley | 5,116,716 | $5,168 萬 | 0.00% | +77,628+1.5% | 加碼 |
| Bank of America Corp | 4,594,698 | $4,641 萬 | 0.00% | −721,396−13.6% | 減碼 |
| Guggenheim Capital LLC | 1,919,779 | $1,939 萬 | 0.15% | −69,651−3.5% | 減碼 |
| Raymond James Financial Inc | 1,512,252 | $1,527 萬 | 0.00% | −1,018−0.1% | 減碼 |
| Invesco Ltd. | 1,246,526 | $1,259 萬 | 0.00% | +251,117+25.2% | 加碼 |
| Wells Fargo & Company | 1,008,333 | $1,018 萬 | 0.00% | −85,009−7.8% | 減碼 |
| LPL Financial LLC | 867,643 | $876.3 萬 | 0.00% | −127,886−12.8% | 減碼 |
| Royal Bank of Canada | 762,220 | $769.8 萬 | 0.00% | −107,606−12.4% | 減碼 |
| Capital Investment Advisors, LLC | 729,312 | $736.6 萬 | 0.11% | −114,840−13.6% | 減碼 |
| Sowell Financial Services LLC | 712,301 | $719.4 萬 | 0.27% | +57,759+8.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 617,201 | $623.4 萬 | 0.01% | +165,959+36.8% | 加碼 |
| UBS Group AG | 595,265 | $601.2 萬 | 0.00% | −75,980−11.3% | 減碼 |
| Rareview Capital LLC | 367,912 | $401.8 萬 | 2.36% | +225,471+158.3% | 加碼 |
| D.A. Davidson & Co. | 382,991 | $386.8 萬 | 0.02% | +144,213+60.4% | 加碼 |
| Ameriprise Financial Inc | 371,215 | $374.9 萬 | 0.00% | +45,632+14.0% | 加碼 |
| Cohen & Steers, Inc. | 331,022 | $334.3 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 320,311 | $323.5 萬 | 0.02% | −10,509−3.2% | 減碼 |
| Cary Street Partners Financial LLC | 301,781 | $304.8 萬 | 0.08% | +47,403+18.6% | 加碼 |
| Emissary Wealth LLC | 279,689 | $282.5 萬 | 2.65% | +15,339+5.8% | 加碼 |
| Smith Asset Management Co., LLC | 276,288 | $279.1 萬 | 2.39% | −3,028−1.1% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 257,803 | $260.4 萬 | 0.20% | −2,512−1.0% | 減碼 |
| Thrivent Financial for Lutherans | 240,311 | $242.7 萬 | 0.00% | +12,638+5.6% | 加碼 |
| Cetera Investment Advisers | 236,069 | $238.4 萬 | 0.00% | +27,038+12.9% | 加碼 |
| First Trust Advisors LP | 209,683 | $211.8 萬 | 0.00% | +78,497+59.8% | 加碼 |
| Wolverine Asset Management LLC | 194,089 | $196.0 萬 | 0.03% | +193,889+96,944.5% | 加碼 |
| Private Trust Co NA | 134,849 | $136.2 萬 | 0.12% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 128,229 | $129.5 萬 | 0.02% | −66,084−34.0% | 減碼 |
| Karpus Management, Inc. | 121,250 | $122.5 萬 | 0.04% | +121,250 | 新進 |
| Waterfront Wealth Inc. | 116,422 | $117.6 萬 | 0.22% | +4,510+4.0% | 加碼 |
| Ibex Wealth Advisors | 108,640 | $109.7 萬 | 0.10% | +992+0.9% | 加碼 |
| Colony Group, LLC | 105,820 | $106.9 萬 | 0.00% | +33,320+46.0% | 加碼 |
| Readystate Asset Management LP | 100,594 | $101.6 萬 | 0.06% | +100,594 | 新進 |
| Jane Street Group, LLC | 97,450 | $98.4 萬 | 0.00% | +19,286+24.7% | 加碼 |
| 1607 Capital Partners, LLC | 91,026 | $91.9 萬 | 0.07% | +91,026 | 新進 |
| Marks Group Wealth Management, Inc | 89,273 | $90.2 萬 | 0.09% | −8,565−8.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 81,557 | $82.4 萬 | 0.01% | −10.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 81,558 | $82.4 萬 | 0.02% | 00.0% | 不變 |
| Fell Capital Management | 81,184 | $82.0 萬 | 0.78% | −3,500−4.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 77,409 | $78.2 萬 | 0.00% | −205−0.3% | 減碼 |
| Shaker Financial Services, LLC | 76,139 | $76.9 萬 | 0.27% | +22,578+42.2% | 加碼 |
| Rockefeller Capital Management L.P. | 74,352 | $75.1 萬 | 0.00% | −3,152−4.1% | 減碼 |
| Principal Securities, Inc. | 68,937 | $69.6 萬 | 0.01% | −1,116−1.6% | 減碼 |
| Chicago Partners Investment Group LLC | 57,056 | $59.2 萬 | 0.01% | 00.0% | 不變 |
| Stolper Co | 65,772 | $56.7 萬 | 0.19% | −16,307−19.9% | 減碼 |
| Johnson Financial Group, Inc. | 53,707 | $54.2 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 53,555 | $54.1 萬 | 0.00% | −8,397−13.6% | 減碼 |
| Susquehanna International Group, LLP | 52,675 | $53.2 萬 | 0.00% | +1,397+2.7% | 加碼 |
| Alteri Wealth LLC | 52,152 | $52.7 萬 | 0.17% | +307+0.6% | 加碼 |
| Lido Advisors, LLC | 51,815 | $52.3 萬 | 0.00% | −15,001−22.5% | 減碼 |
| Logan Stone Capital, LLC | 50,991 | $51.5 萬 | 0.14% | +50,991 | 新進 |
| Shulman DeMeo Asset Management LLC | 50,539 | $51.0 萬 | 0.11% | −3,465−6.4% | 減碼 |
| Pin Oak Investment Advisors Inc | 49,680 | $50.2 萬 | 0.36% | −450−0.9% | 減碼 |
| Uncommon Cents Investing LLC | 46,633 | $47.1 萬 | 0.11% | +42+0.1% | 加碼 |
| EP Wealth Advisors, LLC | 41,787 | $42.2 萬 | 0.00% | −4,490−9.7% | 減碼 |
| WealthShield Partners, LLC | 41,099 | $41.5 萬 | 0.05% | −8,260−16.7% | 減碼 |
| Envestnet Asset Management Inc | 40,895 | $41.3 萬 | 0.00% | +7,469+22.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 40,534 | $40.9 萬 | 0.00% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 36,808 | $37.2 萬 | 0.09% | +878+2.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 35,455 | $35.8 萬 | 0.02% | +1,000+2.9% | 加碼 |
| Diesslin Group, Inc. | 34,928 | $35.3 萬 | 0.16% | −73,239−67.7% | 減碼 |
| Noble Wealth Management PBC | 34,033 | $34.4 萬 | 0.18% | +27,592+428.4% | 加碼 |
| Broyhill Asset Management | 32,500 | $32.8 萬 | 0.32% | 00.0% | 不變 |
| XTX Topco Ltd | 32,493 | $32.8 萬 | 0.01% | +32,493 | 新進 |
| Concurrent Investment Advisors, LLC | 32,284 | $32.6 萬 | 0.00% | +1,110+3.6% | 加碼 |
| Closed-End Fund Advisors, Inc. | 31,590 | $31.9 萬 | 0.32% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 31,440 | $31.8 萬 | 0.00% | +150.0% | 加碼 |
| Ellis Investment Partners, LLC | 30,948 | $31.3 萬 | 0.05% | −3,699−10.7% | 減碼 |
| Palogic Value Management, L.P. | 29,366 | $29.7 萬 | 0.13% | 00.0% | 不變 |
| GWM Advisors LLC | 28,685 | $29.0 萬 | 0.00% | −700−2.4% | 減碼 |
| Virtu Financial LLC | 28,280 | $28.6 萬 | 0.01% | +28,280 | 新進 |
| International Assets Investment Management, LLC | 27,970 | $28.4 萬 | 0.02% | −500−1.8% | 減碼 |
| Truist Financial Corp | 27,832 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 27,440 | $27.7 萬 | 0.00% | −160−0.6% | 減碼 |
| Mariner, LLC | 25,892 | $25.3 萬 | 0.00% | −2,016−7.2% | 減碼 |
| MML Investors Services, LLC | 24,002 | $24.2 萬 | 0.00% | −7,821−24.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 23,234 | $23.5 萬 | 0.00% | +1,211+5.5% | 加碼 |
| Nomura Holdings Inc | 23,000 | $23.2 萬 | 0.00% | +23,000 | 新進 |
| Evergreen Capital Management LLC | 22,955 | $23.2 萬 | 0.01% | −110.0% | 減碼 |
| Park Edge Advisors, LLC | 22,356 | $22.6 萬 | 0.05% | +631+2.9% | 加碼 |
| SMH Capital Advisors Inc | 22,105 | $22.3 萬 | 0.63% | +236+1.1% | 加碼 |
| Mueller Wealth, LLC | 20,243 | $20.4 萬 | 0.16% | +6,047+42.6% | 加碼 |
| Creekside Partners | 19,311 | $19.5 萬 | 0.08% | −2,463−11.3% | 減碼 |
| Nwam LLC | 19,267 | $19.5 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 18,553 | $18.7 萬 | 0.00% | +163+0.9% | 加碼 |
| 180 Wealth Advisors, LLC | 18,416 | $18.6 萬 | 0.02% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 17,619 | $17.8 萬 | 0.00% | +17,619 | 新進 |
| Future Financial Wealth Managment LLC | 17,000 | $17.7 萬 | 0.11% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 17,421 | $17.6 萬 | 0.00% | −339−1.9% | 減碼 |
| Stifel Financial Corp | 17,056 | $17.2 萬 | 0.00% | +409+2.5% | 加碼 |
| Valley Brook Capital Group | 16,720 | $16.9 萬 | 0.11% | −1,500−8.2% | 減碼 |
| Integrated Wealth Concepts LLC | 16,439 | $16.6 萬 | 0.00% | +80.0% | 加碼 |
| Janney Montgomery Scott LLC | 15,787 | $15.9 萬 | 0.00% | −4,250−21.2% | 減碼 |
| Private Advisor Group, LLC | 15,680 | $15.8 萬 | 0.00% | −383−2.4% | 減碼 |
| Equitable Holdings, Inc. | 14,399 | $15.6 萬 | 0.00% | +2,569+21.7% | 加碼 |
| Prospera Financial Services Inc | 14,990 | $15.1 萬 | 0.00% | −10,840−42.0% | 減碼 |
| Park Avenue Securities LLC | 14,918 | $15.1 萬 | 0.00% | −177−1.2% | 減碼 |
| Clearstead Advisors, LLC | 13,919 | $14.1 萬 | 0.00% | +196+1.4% | 加碼 |
| E&G Advisors, LP | 13,892 | $14.0 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 13,813 | $14.0 萬 | 0.00% | +13,813 | 新進 |