13FBOX
资本集团成长ETF · 13F 机构持仓分析
期权收益计算器 机构排行
C

资本集团成长ETF

CAPITAL GROUP GROWTH ETFCGGR
持有机构数
746
机构合计市值 (Q2 2026)
$244.82亿
机构合计股数 (Q2 2026)
4.13亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+6,010.3万股
492 · 97 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,124.7万股
210 · 43 清仓 · ≈
⚖️ 净额
+4,885.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$244.82亿
持有机构数
746
新买入
97
加仓
395
减仓
167
清仓
43
持股不变
87
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Roehl & Yi Investment Advisors, LLC
1.76%0.11%#115$50.64亿11.2万股$20.7万1.0万股+10.2万股+974.38%加仓
LPL金融LPL Financial LLC
0.64%0.56%#211$28.28亿5,990.8万股$21.12亿5,256.2万股+734.6万股+13.98%加仓
摩根士丹利MORGAN STANLEY
0.08%0.04%#443$15.29亿3,238.9万股$6.07亿1,381.3万股+1,857.6万股+134.49%加仓
资本集团私人客户Capital Group Private Client Services, Inc.
18.72%18.4%#2$13.28亿2,813.2万股$10.91亿2,715.8万股+97.4万股+3.59%加仓
富国银行WELLS FARGO & COMPANY/MN
0.13%0.12%#378$8.29亿1,757.4万股$6.33亿1,576.0万股+181.4万股+11.51%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.18%0.16%#343$7.82亿1,656.1万股$6.16亿1,533.6万股+122.5万股+7.99%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.21%0.17%#332$7.65亿1,620.7万股$5.67亿1,411.7万股+209.0万股+14.80%加仓
美国银行BANK OF AMERICA CORP /DE/
0.04%0.04%#510$6.83亿1,447.8万股$5.70亿1,419.4万股+28.4万股+2.00%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.83%0.76%#176$6.58亿1,394.9万股$5.45亿1,355.3万股+39.6万股+2.92%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.33%0.32%#291$6.19亿1,310.5万股$5.20亿1,294.7万股+15.8万股+1.22%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.21%0.18%#328$5.29亿1,155.1万股$3.75亿961.1万股+194.1万股+20.19%加仓
Cetera投资顾问Cetera Investment Advisers
0.46%0.42%#251$5.00亿1,059.4万股$3.94亿980.1万股+79.3万股+8.09%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.51%0.45%#241$4.33亿916.5万股$3.10亿770.9万股+145.6万股+18.89%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.06%0.06%#485$3.90亿826.8万股$3.39亿842.8万股-16.0万股-1.90%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.02%<0.01%#568$2.79亿591.8万股$3,365.4万83.7万股+508.1万股+606.78%加仓
Forge Financial Services LLC
22.43%21.96%#1$2.60亿551.7万股$2.17亿539.5万股+12.2万股+2.26%加仓
瑞银集团UBS Group AG
0.03%0.03%#540$2.57亿545.3万股$2.19亿544.1万股+1.2万股+0.21%加仓
Cambridge Investment Research Advisors, Inc.
0.56%0.47%#231$2.41亿509.7万股$1.83亿455.8万股+53.9万股+11.83%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.4%0.36%#272$1.97亿417.9万股$1.29亿321.3万股+96.7万股+30.09%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.61%0.46%#214$1.90亿401.8万股$1.21亿302.1万股+99.7万股+32.99%加仓
Stifel金融STIFEL FINANCIAL CORP
0.11%0.09%#403$1.37亿291.2万股$9,782.3万243.4万股+47.8万股+19.63%加仓
Advance Capital Management, Inc.
4.34%4.36%#56$1.34亿284.7万股$1.15亿286.0万股-1.3万股-0.47%减仓
Kestra投资管理Kestra Investment Management, LLC
2.58%2.64%#92$1.33亿282.5万股$1.53亿381.2万股-98.7万股-25.90%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
1.18%1.05%#145$1.29亿273.4万股$1.06亿263.5万股+9.9万股+3.75%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#635$1.22亿260.2万股$1.22亿314.9万股-54.7万股-17.36%减仓
&Partners&PARTNERS
0.44%0.45%#263$1.07亿226.2万股$9,011.1万223.9万股+2.3万股+1.01%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
1.89%2.03%#109$1.05亿222.9万股$1.00亿249.1万股-26.3万股-10.54%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.14%0.13%#371$1.03亿218.7万股$8,035.4万199.9万股+18.8万股+9.41%加仓
Private Advisor集团Private Advisor Group, LLC
0.44%0.39%#258$9,702.0万205.6万股$8,412.5万209.3万股-3.8万股-1.80%减仓
SEI投资SEI INVESTMENTS CO
0.08%0.07%#441$9,547.3万202.3万股$7,382.2万183.7万股+18.6万股+10.12%加仓
WNY Asset Management, LLC
8.37%7.5%#19$9,376.3万198.7万股$7,254.2万180.5万股+18.2万股+10.06%加仓
Merit金融集团Merit Financial Group, LLC
0.56%0.57%#230$9,113.4万193.1万股$7,678.6万191.1万股+2.0万股+1.06%加仓
Valmark顾问Valmark Advisers, Inc.
0.87%0.77%#170$8,160.1万172.9万股$6,523.1万162.3万股+10.6万股+6.52%加仓
NewEdge顾问NewEdge Advisors, LLC
0.23%0.22%#318$7,575.3万160.5万股$6,066.9万151.0万股+9.5万股+6.32%加仓
New England Capital Financial Advisors LLC
17.29%15.33%#3$7,230.5万153.2万股$5,601.0万139.4万股+13.8万股+9.92%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.11%0.12%#407$6,799.4万144.5万股$5,660.1万140.1万股+4.4万股+3.15%加仓
JSF Financial, LLC
10.75%8.38%#12$6,792.9万143.9万股$4,275.4万106.4万股+37.5万股+35.29%加仓
Johnson Bixby & Associates, LLC
7.54%7.1%#23$6,753.3万143.1万股$5,723.5万142.4万股+6,667股+0.47%加仓
Janney Montgomery Scott LLC
0.13%0.12%#383$6,667.1万141.3万股$4,885.8万121.6万股+19.7万股+16.19%加仓
繁荣金融服务Prospera Financial Services Inc
0.96%0.93%#161$6,633.2万140.5万股$5,789.5万144.0万股-3.5万股-2.43%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
1.04%0.97%#156$6,589.9万139.6万股$5,323.2万132.5万股+7.2万股+5.41%加仓
Confluence Wealth Services, Inc.
1.81%1.81%#112$6,326.3万134.0万股$4,674.3万116.3万股+17.7万股+15.24%加仓
Aprio Wealth Management, LLC
3.12%3.19%#75$6,325.4万134.0万股$5,841.0万145.3万股-11.3万股-7.79%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.1%0.1%#425$6,252.8万132.5万股$5,586.1万139.0万股-6.5万股-4.69%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.09%0.09%#427$6,215.9万131.7万股$5,272.4万131.2万股+5,077股+0.39%加仓
Arlington Financial Advisors, LLC
7.85%7.02%#21$6,178.1万146.0万股$4,929.1万147.7万股-1.8万股-1.19%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.45%0.44%#254$5,271.7万111.7万股$4,067.5万101.2万股+10.5万股+10.36%加仓
ADAMSBROWN WEALTH CONSULTANTS LLC
9.91%11.45%#14$5,256.2万111.4万股$4,331.6万107.8万股+3.6万股+3.32%加仓
Summit Investment Advisory Services, LLC
11.06%13.89%#9$4,408.8万93.4万股$3,738.1万93.0万股+3,953股+0.42%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.59%0.54%#222$4,366.8万92.5万股$3,514.2万87.4万股+5.1万股+5.80%加仓

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