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 2 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2026/6/30 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
- 156
- 較 2026 年第 1 季 +2 家
- 持有股數
- 3,461 萬
- 較 2026 年第 1 季 +49.8 萬 (+1.5%)
- 總市值
- $3.54 億
- 較 2026 年第 1 季 +$934.2 萬 (+2.7%)
- 新進機構
- 20
- 另有 49 家加碼
- 清倉機構
- 18
- 另有 47 家減碼
另有 1 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 49,680 | $50.8 萬 | 0.36% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 50,279 | $51.4 萬 | 0.10% | −260−0.5% | 減碼 |
| Marex Group plc | 51,000 | $52.1 萬 | 0.00% | +51,000 | 新進 |
| EP Wealth Advisors, LLC | 51,358 | $52.5 萬 | 0.00% | +9,571+22.9% | 加碼 |
| Lido Advisors, LLC | 51,815 | $53.0 萬 | 0.00% | 00.0% | 不變 |
| Alteri Wealth LLC | 52,262 | $53.4 萬 | 0.15% | +110+0.2% | 加碼 |
| Noble Wealth Management PBC | 52,533 | $53.7 萬 | 0.25% | +18,500+54.4% | 加碼 |
| Johnson Financial Group, Inc. | 53,707 | $54.9 萬 | 0.02% | 00.0% | 不變 |
| 1607 Capital Partners, LLC | 53,824 | $55.0 萬 | 0.05% | −37,202−40.9% | 減碼 |
| Private Trust Co NA | 54,849 | $56.1 萬 | 0.04% | −80,000−59.3% | 減碼 |
| Advisor Group Holdings, Inc. | 54,924 | $56.1 萬 | 0.00% | +1,369+2.6% | 加碼 |
| Chicago Partners Investment Group LLC | 57,817 | $57.6 萬 | 0.01% | +761+1.3% | 加碼 |
| Principal Securities, Inc. | 64,422 | $65.8 萬 | 0.01% | −4,515−6.5% | 減碼 |
| RSM US Wealth Management LLC | 64,651 | $66.1 萬 | 0.01% | +33,211+105.6% | 加碼 |
| Susquehanna International Group, LLP | 67,473 | $69.0 萬 | 0.00% | +14,798+28.1% | 加碼 |
| Advisors Asset Management, Inc. | 72,345 | $73.9 萬 | 0.01% | −55,884−43.6% | 減碼 |
| Colony Group, LLC | 75,420 | $77.1 萬 | 0.00% | −30,400−28.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 77,972 | $79.7 萬 | 0.00% | +563+0.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 78,658 | $80.4 萬 | 0.01% | −2,899−3.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 79,458 | $81.2 萬 | 0.02% | −2,100−2.6% | 減碼 |
| Fell Capital Management | 80,184 | $81.9 萬 | 0.69% | −1,000−1.2% | 減碼 |
| Rockefeller Capital Management L.P. | 80,753 | $82.5 萬 | 0.00% | +6,401+8.6% | 加碼 |
| Stolper Co | 87,774 | $89.7 萬 | 0.23% | +22,002+33.5% | 加碼 |
| Marks Group Wealth Management, Inc | 89,273 | $91.2 萬 | 0.08% | 00.0% | 不變 |
| Riverbridge Partners LLC | 93,180 | $95.2 萬 | 0.03% | +93,180 | 新進 |
| Cetera Investment Advisers | 96,628 | $98.8 萬 | 0.00% | −139,441−59.1% | 減碼 |
| Ibex Wealth Advisors | 106,089 | $108.4 萬 | 0.08% | −2,551−2.3% | 減碼 |
| Karpus Management, Inc. | 120,175 | $122.8 萬 | 0.04% | −1,075−0.9% | 減碼 |
| Waterfront Wealth Inc. | 122,488 | $125.1 萬 | 0.19% | +6,066+5.2% | 加碼 |
| Emissary Wealth LLC | 133,636 | $136.6 萬 | 1.04% | −146,053−52.2% | 減碼 |
| Wolverine Asset Management LLC | 163,008 | $166.6 萬 | 0.02% | −31,081−16.0% | 減碼 |
| First Trust Advisors LP | 223,860 | $228.8 萬 | 0.00% | +14,177+6.8% | 加碼 |
| Thrivent Financial for Lutherans | 240,311 | $245.6 萬 | 0.00% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 245,206 | $250.6 萬 | 0.17% | −12,597−4.9% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 245,318 | $250.7 萬 | 0.77% | +245,318 | 新進 |
| Smith Asset Management Co., LLC | 273,343 | $279.4 萬 | 2.20% | −2,945−1.1% | 減碼 |
| Cary Street Partners Financial LLC | 324,822 | $332.0 萬 | 0.07% | +23,041+7.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 324,985 | $332.1 萬 | 0.02% | +4,674+1.5% | 加碼 |
| Cohen & Steers, Inc. | 331,022 | $338.3 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 350,797 | $358.5 萬 | 0.00% | +309,902+757.8% | 加碼 |
| Ameriprise Financial Inc | 396,945 | $405.7 萬 | 0.00% | +25,730+6.9% | 加碼 |
| Rareview Capital LLC | 420,186 | $458.8 萬 | 2.57% | +52,274+14.2% | 加碼 |
| D.A. Davidson & Co. | 488,221 | $499.0 萬 | 0.03% | +105,230+27.5% | 加碼 |
| LPL Financial LLC | 567,816 | $580.3 萬 | 0.00% | −299,827−34.6% | 減碼 |
| UBS Group AG | 571,839 | $584.4 萬 | 0.00% | −23,426−3.9% | 減碼 |
| Capital Investment Advisors, LLC | 668,720 | $683.4 萬 | 0.09% | −60,592−8.3% | 減碼 |
| Sowell Financial Services LLC | 761,468 | $778.2 萬 | 0.25% | +49,167+6.9% | 加碼 |
| Royal Bank of Canada | 799,205 | $816.8 萬 | 0.00% | +36,985+4.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 877,138 | $896.4 萬 | 0.01% | +259,937+42.1% | 加碼 |
| Wells Fargo & Company | 976,930 | $998.4 萬 | 0.00% | −31,403−3.1% | 減碼 |
| Invesco Ltd. | 1,257,966 | $1,286 萬 | 0.00% | +11,440+0.9% | 加碼 |
| Raymond James Financial Inc | 1,490,582 | $1,523 萬 | 0.00% | −21,670−1.4% | 減碼 |
| Guggenheim Capital LLC | 1,853,133 | $1,894 萬 | 0.12% | −66,646−3.5% | 減碼 |
| Bank of America Corp | 4,748,810 | $4,853 萬 | 0.00% | +154,112+3.4% | 加碼 |
| Morgan Stanley | 5,313,606 | $5,431 萬 | 0.00% | +196,890+3.8% | 加碼 |
| Sit Investment Associates Inc | 6,991,115 | $7,145 萬 | 1.35% | +49,254+0.7% | 加碼 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −100,594−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −50,991−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −41,099−100.0% | 清倉 |
| Diesslin Group, Inc. | 0 | $0 | 0.00% | −34,928−100.0% | 清倉 |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −12,183−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Elm3 Financial Group, LLC | 0 | $0 | 0.00% | −11,400−100.0% | 清倉 |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −11,223−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,018−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −10,459−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9,586−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −5,489−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −4,025−100.0% | 清倉 |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −12,803−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −283−100.0% | 清倉 |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |