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资本集团固定收益ETF信托 · 13F 机构持仓分析
期权收益计算器 机构排行
C

资本集团固定收益ETF信托

CAPITAL GRP FIXED INCM ETF TCGCB
持有机构数
261
机构合计市值 (Q2 2026)
$49.80亿
机构合计股数 (Q2 2026)
1.90亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,953.5万股
189 · 31 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-304.6万股
74 · 21 清仓 · ≈
⚖️ 净额
+3,648.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$49.80亿
持有机构数
261
新买入
31
加仓
158
减仓
53
清仓
21
持股不变
19
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
资本国际投资者Capital International Investors
0.23%0.18%#85$10.94亿4,178.8万股$7.84亿2,985.7万股+1,193.1万股+39.96%加仓
LPL金融LPL Financial LLC
0.19%0.2%#88$8.60亿3,283.3万股$7.46亿2,841.9万股+441.3万股+15.53%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#198$2.39亿912.6万股$1.82亿684.9万股+227.7万股+33.24%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.05%#144$2.02亿772.2万股$1.81亿688.0万股+84.1万股+12.22%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.09%0.09%#118$1.77亿674.5万股$1.41亿537.4万股+137.0万股+25.50%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.02%#173$1.73亿659.1万股$1.14亿434.9万股+224.3万股+51.57%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.04%0.03%#157$1.47亿561.7万股$1.05亿399.5万股+162.2万股+40.60%加仓
Cetera投资顾问Cetera Investment Advisers
0.11%0.11%#113$1.18亿451.1万股$1.03亿393.2万股+57.9万股+14.73%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#211$1.16亿443.8万股$9,574.9万364.6万股+79.1万股+21.71%加仓
SEI投资SEI INVESTMENTS CO
0.07%0.06%#129$8,511.6万325.1万股$6,569.6万250.2万股+74.9万股+29.96%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.73%0.76%#50$7,960.4万304.1万股$7,610.2万289.8万股+14.3万股+4.92%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.08%0.08%#124$6,834.1万261.0万股$5,428.5万206.7万股+54.3万股+26.28%加仓
Johnson Bixby & Associates, LLC
6.89%7.11%#3$6,171.9万235.7万股$5,735.3万218.4万股+17.3万股+7.94%加仓
Valmark顾问Valmark Advisers, Inc.
0.6%0.64%#56$5,685.8万217.2万股$5,406.5万205.9万股+11.3万股+5.49%加仓
Merit金融集团Merit Financial Group, LLC
0.34%0.41%#71$5,616.6万214.5万股$5,534.9万210.8万股+3.8万股+1.79%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.11%0.11%#112$5,345.7万204.2万股$4,123.5万157.0万股+47.2万股+30.04%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#212$4,906.9万187.4万股$5,010.5万190.8万股-3.4万股-1.77%减仓
Cambridge Investment Research Advisors, Inc.
0.11%0.11%#114$4,620.3万176.5万股$4,187.1万159.4万股+17.0万股+10.68%加仓
Larson Financial 集团Larson Financial Group LLC
1.15%#36$4,362.5万166.6万股$00股+166.6万股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.02%#189$4,340.9万164.6万股$3,239.2万123.9万股+40.7万股+32.89%加仓
Leverty Financial Group, LLC
8.27%9.8%#2$4,253.7万162.5万股$4,428.8万168.7万股-6.2万股-3.66%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.06%0.07%#135$4,075.3万155.7万股$3,905.6万148.7万股+6.9万股+4.66%加仓
NewEdge顾问NewEdge Advisors, LLC
0.12%0.11%#107$3,999.6万152.8万股$3,086.8万117.5万股+35.2万股+29.97%加仓
Intrua Financial, LLC
3.12%#14$3,401.1万129.9万股$00股+129.9万股新买入
KINTRA WEALTH, LLC
1.75%2.16%#28$3,366.6万129.7万股$3,054.0万116.3万股+13.4万股+11.55%加仓
Spinnaker Investment Group, LLC
4.87%5.18%#7$3,039.1万116.1万股$2,542.3万96.8万股+19.3万股+19.91%加仓
Compton Financial Group, LLC
5.74%1.95%#6$2,979.1万113.8万股$881.0万33.5万股+80.2万股+239.19%加仓
Continuum Advisory, LLC
2.39%2.79%#20$2,957.0万112.9万股$2,911.7万110.9万股+2.1万股+1.86%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.01%#178$2,776.9万106.1万股$1,572.3万59.9万股+46.2万股+77.15%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.05%#165$2,744.6万104.8万股$3,391.4万129.1万股-24.3万股-18.82%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04%0.05%#154$2,542.1万97.6万股$2,474.3万94.0万股+3.6万股+3.85%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.13%0.13%#104$2,417.8万92.4万股$2,189.4万83.4万股+9.0万股+10.77%加仓
Quadcap Wealth Management, LLC
2.34%2.69%#21$2,408.8万92.0万股$2,365.7万90.1万股+1.9万股+2.13%加仓
BIP Wealth, LLC
0.63%0.69%#54$2,225.9万85.0万股$1,689.8万64.3万股+20.7万股+32.13%加仓
Panoramic Capital Partners, LLC
10.35%13.38%#1$2,188.8万83.6万股$2,172.1万82.7万股+8,905股+1.08%加仓
&Partners&PARTNERS
0.09%0.09%#119$2,133.3万81.3万股$1,916.1万73.0万股+8.3万股+11.38%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#233$2,108.8万80.6万股$1,133.2万43.2万股+37.4万股+86.66%加仓
Aprio Wealth Management, LLC
1%1.37%#41$2,014.9万77.0万股$2,500.2万95.2万股-18.2万股-19.17%减仓
AdvisorNet Financial, Inc
0.91%0.92%#43$1,984.3万75.8万股$1,781.8万67.9万股+7.9万股+11.71%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.22%0.24%#87$1,973.0万75.4万股$1,925.0万73.3万股+2.1万股+2.81%加仓
Royal Harbor Partners, LLC
5.78%5.87%#5$1,865.9万71.3万股$1,735.2万66.1万股+5.2万股+7.86%加仓
American Financial Advisors, LLC
2.21%2.42%#24$1,836.2万70.1万股$1,815.9万69.2万股+9,881股+1.43%加仓
MarinerMariner, LLC
0.02%0.02%#184$1,833.1万70.0万股$1,494.4万56.9万股+13.1万股+23.04%加仓
Cannon Financial Strategists, Inc.
2%2.42%#27$1,759.0万67.2万股$1,843.8万70.2万股-3.0万股-4.31%减仓
Private Advisor集团Private Advisor Group, LLC
0.08%0.07%#125$1,746.0万66.7万股$1,569.3万59.8万股+6.9万股+11.60%加仓
NerdWallet Wealth Partners, LLC
5.94%5.76%#4$1,724.1万65.9万股$1,320.2万50.3万股+15.6万股+31.00%加仓
Clear Trail Advisors, LLC
2.49%2.46%#18$1,632.2万62.3万股$1,476.6万56.2万股+6.1万股+10.88%加仓
Greenbush Financial Group, LLC
4.48%4.61%#8$1,524.3万58.2万股$1,393.7万53.1万股+5.1万股+9.70%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.07%0.07%#130$1,446.2万55.2万股$1,405.9万53.5万股+1.7万股+3.18%加仓
J. Derek Lewis & Associates Inc.
2.42%2.71%#19$1,281.1万48.9万股$1,204.4万45.9万股+3.1万股+6.69%加仓

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