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资本集团成长ETF · 13F 机构持仓分析
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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)
$332.69亿
机构合计股数 (Q2 2026)
6.21亿股
整体趋势
增持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+8,037.8万股
增持机构 505 · 其中新买入 97
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-1,487.4万股
减持机构 207 · 其中清仓 43
估算卖出金额
⚖️ 净股数变动
+6,550.4万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$332.69亿
持有机构数
746
新买入
97
加仓
408
减仓
164
清仓
43
持股不变
77
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%#132$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
0.81%0.71%#208$35.95亿7,802.4万股$26.80亿6,955.9万股+846.5万股+12.17%加仓
资本集团私人客户Capital Group Private Client Services, Inc.
33.5%31.7%#2$23.77亿5,290.7万股$18.80亿5,080.1万股+210.6万股+4.15%加仓
摩根士丹利MORGAN STANLEY
0.11%0.05%#450$20.82亿4,544.9万股$9.02亿2,245.2万股+2,299.6万股+102.42%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.38%0.32%#311$13.99亿3,118.2万股$10.23亿2,776.7万股+341.5万股+12.30%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.31%0.27%#325$13.29亿2,950.0万股$10.19亿2,740.3万股+209.7万股+7.65%加仓
富国银行WELLS FARGO & COMPANY/MN
0.19%0.17%#376$12.01亿2,635.5万股$8.75亿2,299.5万股+336.0万股+14.61%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.57%0.54%#259$10.76亿2,390.1万股$8.83亿2,380.6万股+9.5万股+0.40%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
1.12%1.02%#170$8.92亿1,946.1万股$7.30亿1,911.3万股+34.8万股+1.82%加仓
Cetera投资顾问Cetera Investment Advisers
0.8%0.71%#210$8.74亿1,943.3万股$6.71亿1,809.7万股+133.5万股+7.38%加仓
美国银行BANK OF AMERICA CORP /DE/
0.05%0.05%#523$8.48亿1,837.0万股$7.04亿1,820.3万股+16.7万股+0.92%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.32%0.27%#322$7.95亿1,801.2万股$5.52亿1,503.7万股+297.5万股+19.78%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.75%0.64%#223$6.35亿1,394.8万股$4.37亿1,150.9万股+243.8万股+21.19%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.08%0.08%#473$5.59亿1,226.5万股$4.74亿1,249.4万股-22.8万股-1.83%减仓
Forge Financial Services LLC
43.4%41.66%#1$5.04亿1,127.0万股$4.11亿1,122.2万股+4.8万股+0.42%加仓
瑞银集团UBS Group AG
0.06%0.05%#517$4.61亿1,025.4万股$3.64亿979.5万股+46.0万股+4.69%加仓
Cambridge Investment Research Advisors, Inc.
0.9%0.76%#196$3.90亿863.0万股$2.95亿791.9万股+71.1万股+8.98%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.71%0.62%#232$3.46亿769.0万股$2.23亿602.9万股+166.1万股+27.54%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.03%<0.01%#573$3.27亿704.1万股$3,773.9万96.0万股+608.2万股+633.64%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.88%0.66%#198$2.74亿601.4万股$1.74亿458.7万股+142.7万股+31.11%加仓
Stifel金融STIFEL FINANCIAL CORP
0.16%0.12%#399$1.90亿415.8万股$1.34亿351.1万股+64.8万股+18.45%加仓
SEI投资SEI INVESTMENTS CO
0.16%0.13%#397$1.88亿420.4万股$1.39亿380.0万股+40.4万股+10.64%加仓
&Partners&PARTNERS
0.75%0.77%#220$1.83亿406.8万股$1.55亿418.4万股-11.6万股-2.77%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
1.63%1.37%#137$1.79亿390.9万股$1.38亿358.4万股+32.4万股+9.05%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.23%0.19%#358$1.64亿362.6万股$1.20亿317.9万股+44.8万股+14.08%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#637$1.56亿342.7万股$1.58亿428.1万股-85.5万股-19.96%减仓
Kestra投资管理Kestra Investment Management, LLC
2.98%3.05%#88$1.54亿330.8万股$1.77亿452.9万股-122.1万股-26.95%减仓
NewEdge顾问NewEdge Advisors, LLC
0.44%0.42%#294$1.48亿331.8万股$1.16亿317.3万股+14.5万股+4.57%加仓
Advance Capital Management, Inc.
4.41%4.42%#65$1.37亿289.9万股$1.17亿290.9万股-9,585股-0.33%减仓
Private Advisor集团Private Advisor Group, LLC
0.6%0.51%#255$1.31亿285.2万股$1.09亿283.8万股+1.4万股+0.48%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.21%0.23%#365$1.27亿289.1万股$1.04亿279.3万股+9.8万股+3.50%加仓
Valmark顾问Valmark Advisers, Inc.
1.29%1.11%#161$1.22亿268.0万股$9,329.8万246.4万股+21.6万股+8.76%加仓
Janney Montgomery Scott LLC
0.23%0.21%#356$1.18亿262.8万股$8,508.8万230.1万股+32.7万股+14.20%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
1.95%2.2%#123$1.08亿229.6万股$1.08亿273.9万股-44.3万股-16.17%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.16%0.15%#400$1.02亿226.9万股$8,567.0万229.9万股-3.0万股-1.32%减仓
WNY Asset Management, LLC
8.86%9.96%#23$9,920.6万211.5万股$9,632.5万251.8万股-40.3万股-15.99%减仓
Merit金融集团Merit Financial Group, LLC
0.58%0.59%#258$9,516.9万202.6万股$7,988.8万200.4万股+2.3万股+1.13%加仓
Focus Partners财富Focus Partners Wealth
0.1%0.06%#464$9,349.6万210.8万股$5,244.2万144.8万股+65.9万股+45.50%加仓
Financial Council, LLC
29.6%27.59%#3$9,126.8万209.7万股$7,152.5万204.4万股+5.3万股+2.57%加仓
AssetMarkASSETMARK, INC
0.15%0.12%#409$8,613.4万194.1万股$5,899.0万162.4万股+31.7万股+19.50%加仓
Johnson Bixby & Associates, LLC
8.4%7.86%#25$7,528.9万161.4万股$6,338.1万160.8万股+5,727股+0.36%加仓
Confluence Wealth Services, Inc.
2.09%2.07%#119$7,313.3万157.3万股$5,337.7万136.2万股+21.2万股+15.54%加仓
繁荣金融服务Prospera Financial Services Inc
1.05%1.2%#181$7,246.5万155.0万股$7,429.6万193.2万股-38.1万股-19.75%减仓
New England Capital Financial Advisors LLC
17.29%15.33%#7$7,230.5万153.2万股$5,601.0万139.4万股+13.8万股+9.92%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.39%0.38%#308$7,070.5万157.7万股$6,228.1万168.1万股-10.4万股-6.19%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
1.1%1.02%#173$6,978.9万148.8万股$5,634.9万141.8万股+7.0万股+4.95%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.11%0.11%#456$6,859.2万146.8万股$6,141.6万155.6万股-8.8万股-5.68%减仓
JSF Financial, LLC
10.75%8.38%#17$6,792.9万143.9万股$4,275.4万106.4万股+37.5万股+35.29%加仓
Aprio Wealth Management, LLC
3.3%3.35%#81$6,689.8万142.6万股$6,126.2万153.9万股-11.3万股-7.32%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.86%0.77%#202$6,420.3万141.0万股$4,975.3万131.2万股+9.8万股+7.47%加仓

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