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

CAPITAL NEW GEOGRAPHY

CAPITAL GROUP NEW GEOGRAPHYCGNG
持有机构数
245
机构合计市值 (Q2 2026)
$26.83亿
机构合计股数 (Q2 2026)
6,426.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,518.1万股
203 · 42 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-117.0万股
39 · 17 清仓 · ≈
⚖️ 净额
+1,401.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$26.83亿
持有机构数
245
新买入
42
加仓
161
减仓
22
清仓
17
持股不变
20
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
LPL金融LPL Financial LLC
0.07%0.06%#108$3.30亿881.5万股$2.22亿703.4万股+178.1万股+25.32%加仓
Roehl & Yi Investment Advisors, LLC
0.1%#99$2.78亿7,423股$00股+7,423股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.03%#134$2.01亿537.7万股$1.07亿339.4万股+198.4万股+58.44%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.08%0.06%#104$1.53亿407.4万股$9,956.5万315.4万股+92.1万股+29.19%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.01%#168$1.45亿388.1万股$4,899.3万155.2万股+232.9万股+150.07%加仓
资本集团私人客户Capital Group Private Client Services, Inc.
1.93%1.7%#15$1.37亿365.8万股$1.01亿319.5万股+46.3万股+14.48%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#155$1.24亿330.5万股$8,881.4万281.3万股+49.2万股+17.48%加仓
Cetera投资顾问Cetera Investment Advisers
0.1%0.08%#98$1.08亿287.6万股$7,577.1万240.0万股+47.6万股+19.83%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.54%0.42%#40$5,913.5万157.9万股$4,234.5万134.1万股+23.7万股+17.69%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#211$5,549.8万148.2万股$4,112.9万130.3万股+17.9万股+13.72%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#201$4,195.8万112.0万股$3,308.6万104.8万股+7.2万股+6.88%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.05%0.04%#129$4,034.1万107.7万股$2,623.3万83.1万股+24.6万股+29.60%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.04%#135$3,990.1万106.5万股$2,448.1万77.5万股+29.0万股+37.36%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.07%0.05%#110$3,584.6万95.7万股$1,845.2万58.4万股+37.2万股+63.72%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#184$3,380.9万92.6万股$1,757.6万57.5万股+35.2万股+61.21%加仓
NewEdge顾问NewEdge Advisors, LLC
0.09%0.08%#101$2,980.6万79.6万股$2,270.5万71.9万股+7.6万股+10.63%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.01%#167$2,882.1万76.9万股$1,294.2万41.0万股+35.9万股+87.68%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#209$2,814.2万75.1万股$1,934.6万61.3万股+13.8万股+22.59%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.04%0.04%#141$2,706.6万72.3万股$2,257.8万71.5万股+7,311股+1.02%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#212$2,508.2万67.0万股$1,757.4万55.7万股+11.3万股+20.28%加仓
Confluence Wealth Services, Inc.
0.71%0.63%#34$2,486.3万66.4万股$1,619.2万51.3万股+15.1万股+29.42%加仓
Garrett Wealth Advisory Group, LLC
3.62%3.38%#5$2,353.3万62.8万股$1,899.6万60.2万股+2.6万股+4.40%加仓
AssetMarkASSETMARK, INC
0.04%0.03%#142$2,327.4万62.1万股$1,344.5万42.6万股+19.5万股+45.88%加仓
Waverly顾问Waverly Advisors, LLC
0.12%0.13%#89$2,093.5万55.9万股$1,765.4万55.9万股-323股-0.06%减仓
Merit金融集团Merit Financial Group, LLC
0.13%0.12%#88$2,087.5万55.7万股$1,672.3万53.0万股+2.8万股+5.20%加仓
Capital Analysts, LLC
0.45%0.33%#46$1,945.6万51.9万股$1,161.9万36.4万股+15.6万股+42.73%加仓
PETREDIS INVESTMENT ADVISORS LLC
1.3%1.29%#21$1,925.4万51.4万股$1,582.6万50.1万股+1.3万股+2.53%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.02%#162$1,905.0万50.9万股$1,228.3万38.9万股+11.9万股+30.71%加仓
Johnson Bixby & Associates, LLC
2.09%1.89%#10$1,870.2万49.9万股$1,522.0万48.2万股+1.7万股+3.56%加仓
Janney Montgomery Scott LLC
0.04%#150$1,816.4万48.5万股$00股+48.5万股新买入
Presper Financial Architects, LLC
9.26%8.89%#1$1,775.2万47.4万股$1,495.5万47.4万股+202股+0.04%加仓
&Partners&PARTNERS
0.07%0.05%#111$1,732.6万46.1万股$917.8万29.1万股+17.1万股+58.82%加仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#151$1,499.3万40.0万股$1,212.4万38.4万股+1.6万股+4.22%加仓
Private Advisor集团Private Advisor Group, LLC
0.06%0.05%#117$1,366.9万36.5万股$1,038.2万32.9万股+3.6万股+10.96%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.03%#171$1,240.5万33.8万股$1,319.0万41.7万股-7.9万股-19.01%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.05%0.05%#127$1,158.3万30.9万股$967.0万30.6万股+2,897股+0.95%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.1%0.09%#97$1,153.5万30.8万股$783.2万24.8万股+6.0万股+24.13%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.01%#174$1,144.6万30.6万股$799.4万25.3万股+5.2万股+20.67%加仓
HighTower顾问HighTower Advisors, LLC
0.01%<0.01%#188$1,125.7万30.0万股$309.2万9.8万股+20.3万股+206.77%加仓
SilverOak Wealth Management LLC
1.45%1.49%#18$1,124.4万30.0万股$939.4万29.8万股+2,609股+0.88%加仓
Compton Financial Group, LLC
2.08%0.6%#12$1,081.7万28.9万股$270.9万8.6万股+20.3万股+236.51%加仓
Quadcap Wealth Management, LLC
1.02%0.94%#26$1,052.9万28.1万股$824.0万26.1万股+2.0万股+7.69%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.11%0.09%#92$996.4万26.6万股$745.7万23.6万股+3.0万股+12.61%加仓
Sentinel Advisory Group, LLC
3.84%3.75%#4$941.0万25.1万股$768.9万24.4万股+7,657股+3.14%加仓
LINCOLN CAPITAL CORP
2.95%2.74%#7$908.4万24.2万股$743.7万23.6万股+6,917股+2.94%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#190$885.3万23.6万股$698.8万22.1万股+1.5万股+6.76%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.07%0.06%#113$882.5万23.6万股$676.8万21.4万股+2.1万股+9.89%加仓
NATIXIS ADVISORS, LLC
0.01%0.01%#192$848.9万22.7万股$411.3万13.0万股+9.6万股+73.94%加仓
Armor Investment Advisors, LLC
2.7%2.48%#8$842.0万22.5万股$688.4万21.8万股+6,714股+3.08%加仓
Atria投资Atria Investments, Inc
0.08%0.06%#107$764.4万20.4万股$539.8万17.1万股+3.3万股+19.35%加仓

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