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CAPITAL DIVIDEND GROWE · 13F 机构持仓分析
期权收益计算器 机构排行
C

CAPITAL DIVIDEND GROWE

CAPITAL GROUP DIVIDEND GROWECGDG
持有机构数
279
机构合计市值 (Q2 2026)
$56.50亿
机构合计股数 (Q2 2026)
1.14亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,376.9万股
206 · 38 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-297.4万股
69 · 24 清仓 · ≈
⚖️ 净额
+1,079.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$56.50亿
持有机构数
279
新买入
38
加仓
168
减仓
45
清仓
24
持股不变
28
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
0.47%0.4%#43$13.65亿3.8万股$72.4万2.4万股+1.4万股+55.48%加仓
资本国际投资者Capital International Investors
0.14%0.15%#88$6.80亿1,812.0万股$6.20亿1,727.6万股+84.4万股+4.89%加仓
LPL金融LPL Financial LLC
0.11%0.11%#103$4.83亿1,287.8万股$4.09亿1,138.9万股+148.9万股+13.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.11%0.1%#102$4.62亿1,230.7万股$3.86亿1,076.1万股+154.7万股+14.37%加仓
资本集团私人客户Capital Group Private Client Services, Inc.
3.28%3.59%#8$2.32亿619.4万股$2.13亿593.8万股+25.6万股+4.32%加仓
富国银行WELLS FARGO & COMPANY/MN
0.04%0.03%#165$2.19亿584.4万股$1.58亿441.4万股+143.0万股+32.39%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.06%#141$1.93亿513.9万股$1.83亿509.9万股+3.9万股+0.77%加仓
Cetera投资顾问Cetera Investment Advisers
0.14%0.15%#86$1.58亿420.7万股$1.39亿387.0万股+33.6万股+8.69%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#226$1.48亿394.5万股$1.25亿359.7万股+34.8万股+9.68%加仓
Confluence Wealth Services, Inc.
3.49%2.86%#7$1.22亿325.3万股$7,384.2万205.7万股+119.6万股+58.13%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#201$1.04亿278.1万股$9,325.8万259.8万股+18.3万股+7.04%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.12%0.12%#94$9,636.5万256.9万股$8,371.9万233.2万股+23.7万股+10.16%加仓
Valmark顾问Valmark Advisers, Inc.
0.86%0.89%#28$8,062.5万214.9万股$7,464.8万207.9万股+7.0万股+3.37%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.15%0.15%#83$7,533.8万200.8万股$5,548.7万154.6万股+46.3万股+29.95%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.03%#174$7,143.8万190.5万股$5,452.0万155.1万股+35.3万股+22.79%加仓
Cambridge Investment Research Advisors, Inc.
0.14%0.15%#87$6,198.4万165.2万股$5,698.1万158.7万股+6.5万股+4.11%加仓
SEI投资SEI INVESTMENTS CO
0.05%0.04%#143$5,699.7万152.0万股$4,265.6万118.8万股+33.1万股+27.88%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.06%#132$5,443.7万145.1万股$4,317.0万120.2万股+24.9万股+20.68%加仓
瑞银集团UBS Group AG
0.01%0.01%#233$4,679.3万124.7万股$4,056.7万113.0万股+11.7万股+10.40%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.41%0.33%#47$4,476.2万119.3万股$3,318.3万92.4万股+26.9万股+29.11%加仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.03%#171$3,562.0万95.0万股$2,836.4万79.0万股+16.0万股+20.19%加仓
Janney Montgomery Scott LLC
0.07%0.07%#129$3,406.4万90.8万股$2,706.3万75.4万股+15.4万股+20.47%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#199$3,028.1万80.7万股$2,869.4万79.9万股+7,981股+1.00%加仓
&Partners&PARTNERS
0.12%0.11%#93$2,952.6万78.5万股$2,308.2万64.2万股+14.3万股+22.23%加仓
J. Derek Lewis & Associates Inc.
5.39%5.47%#3$2,851.5万76.0万股$2,430.7万67.6万股+8.4万股+12.43%加仓
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.96%1.24%#23$2,559.9万68.2万股$2,372.7万66.1万股+2.2万股+3.26%加仓
AssetMarkASSETMARK, INC
0.04%0.05%#151$2,539.6万67.7万股$2,246.6万62.6万股+5.1万股+8.19%加仓
Private Advisor集团Private Advisor Group, LLC
0.11%0.14%#99$2,505.9万66.8万股$2,967.1万82.6万股-15.8万股-19.17%减仓
Compton Financial Group, LLC
4.64%2.37%#6$2,408.8万64.2万股$1,074.6万29.9万股+34.3万股+114.54%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.11%0.08%#100$2,239.4万59.7万股$1,046.5万29.2万股+30.6万股+104.80%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.2%0.22%#69$2,144.1万57.2万股$1,969.6万54.9万股+2.3万股+4.19%加仓
Onyx Bridge Wealth Group LLC
1.48%1.64%#15$1,643.0万43.7万股$1,523.2万42.4万股+1.3万股+3.15%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.05%0.04%#142$1,604.2万42.8万股$1,139.3万31.7万股+11.0万股+34.76%加仓
Truist金融TRUIST FINANCIAL CORP
0.02%0.02%#194$1,511.6万40.3万股$1,241.8万34.6万股+5.7万股+16.50%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.49%0.51%#42$1,507.5万39.8万股$1,404.0万39.8万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
0.04%0.04%#146$1,502.6万40.1万股$1,186.7万33.1万股+7.0万股+21.18%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.03%#184$1,379.1万36.5万股$1,258.3万34.9万股+1.6万股+4.61%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.18%0.2%#72$1,340.1万35.7万股$1,307.5万36.4万股-6,942股-1.91%减仓
RM Financial Services, LLC
8.92%9.52%#2$1,200.2万32.0万股$1,104.4万30.8万股+1.2万股+4.01%加仓
Boyer Financial Services, Inc.
10.13%11.31%#1$1,200.2万31.7万股$1,066.8万29.7万股+2.0万股+6.62%加仓
SWEENEY & MICHEL, LLC
2.89%3.13%#9$1,100.7万28.2万股$1,065.5万28.6万股-3,905股-1.36%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%#262$1,027.2万27.4万股$00股+27.4万股新买入
Orion组合解决方案Orion Porfolio Solutions, LLC
0.08%0.08%#122$1,010.1万26.9万股$991.0万27.6万股-6,771股-2.45%减仓
Cullen/Frost银行CULLEN/FROST BANKERS, INC.
0.1%0.1%#109$985.5万26.3万股$878.0万24.5万股+1.8万股+7.42%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#205$931.9万24.8万股$833.1万23.2万股+1.6万股+7.05%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.07%0.09%#124$861.1万23.0万股$807.9万22.5万股+4,523股+2.01%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.1%0.11%#108$854.1万22.8万股$672.6万18.7万股+4.0万股+21.53%加仓
Swisher Financial Concepts, Inc.
5.22%4.47%#4$828.1万22.1万股$798.4万22.2万股-1,641股-0.74%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.04%0.04%#157$820.4万21.9万股$671.5万18.7万股+3.2万股+16.93%加仓
Arax顾问Arax Advisory Partners
0.05%0.01%#139$818.6万21.8万股$28.8万8,023股+21.0万股+2,619.98%加仓

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