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资本集团全球股票 · 13F 机构持仓分析
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资本集团全球股票

CAPITAL GROUP GLOBAL EQUITYCGGE
持有机构数
182
机构合计市值 (Q2 2026)
$27.75亿
机构合计股数 (Q2 2026)
7,876.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,108.0万股
133 · 29 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-212.5万股
45 · 16 清仓 · ≈
⚖️ 净额
+895.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$27.75亿
持有机构数
182
新买入
29
加仓
104
减仓
29
清仓
16
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.12%0.12%#51$5.27亿1,495.3万股$4.30亿1,409.6万股+85.7万股+6.08%加仓
资本集团私人客户Capital Group Private Client Services, Inc.
4.16%3.56%#4$2.95亿836.9万股$2.11亿691.9万股+145.1万股+20.97%加仓
资本国际投资者Capital International Investors
0.06%0.06%#83$2.93亿830.3万股$2.44亿800.3万股+30.0万股+3.75%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#102$2.00亿567.6万股$1.44亿473.4万股+94.2万股+19.89%加仓
LPL金融LPL Financial LLC
0.04%0.03%#95$1.84亿521.7万股$1.20亿394.6万股+127.1万股+32.20%加仓
Cetera投资顾问Cetera Investment Advisers
0.11%0.11%#63$1.19亿338.3万股$1.00亿328.5万股+9.7万股+2.97%加仓
Larson Financial 集团Larson Financial Group LLC
1.83%1.54%#8$6,988.5万198.3万股$4,812.7万157.8万股+40.5万股+25.68%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.13%0.13%#48$6,575.8万186.6万股$4,807.2万157.6万股+29.0万股+18.39%加仓
AssetMarkASSETMARK, INC
0.09%0.09%#70$5,413.8万153.6万股$4,361.2万143.0万股+10.6万股+7.44%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.48%0.39%#22$5,251.9万149.0万股$3,960.4万129.9万股+19.2万股+14.77%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.05%#82$4,978.8万141.3万股$3,740.7万122.6万股+18.6万股+15.19%加仓
Clearstead顾问Clearstead Advisors, LLC
0.45%0.77%#23$4,754.1万134.9万股$8,384.8万274.9万股-140.0万股-50.93%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#140$4,571.2万129.7万股$3,654.6万119.8万股+9.9万股+8.25%加仓
Janney Montgomery Scott LLC
0.08%0.09%#73$4,370.1万124.0万股$3,527.4万115.7万股+8.4万股+7.23%加仓
Cambridge Investment Research Advisors, Inc.
0.1%0.09%#68$4,164.9万118.2万股$3,298.7万108.2万股+10.0万股+9.28%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.04%#91$3,902.5万110.7万股$2,949.2万96.7万股+14.0万股+14.53%加仓
NewEdge顾问NewEdge Advisors, LLC
0.1%0.09%#66$3,374.2万95.8万股$2,605.5万85.4万股+10.3万股+12.09%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.3%0.3%#28$3,231.3万91.7万股$2,701.3万88.6万股+3.1万股+3.53%加仓
&Partners&PARTNERS
0.11%0.11%#58$2,796.8万79.3万股$2,302.2万75.4万股+3.9万股+5.13%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#139$2,760.0万78.3万股$1,796.6万58.9万股+19.4万股+32.96%加仓
Compton Financial Group, LLC
4.32%2.45%#3$2,242.8万63.6万股$1,107.3万36.3万股+27.3万股+75.31%加仓
James Reed Financial Services, Inc.
15.91%15.48%#1$2,084.5万59.2万股$1,787.7万58.6万股+5,383股+0.92%加仓
Panoramic Capital Partners, LLC
8.37%#2$1,769.8万50.2万股$00股+50.2万股新买入
Truist金融TRUIST FINANCIAL CORP
0.02%0.02%#118$1,673.5万47.5万股$1,229.5万40.3万股+7.2万股+17.81%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#127$1,617.3万45.9万股$816.5万26.8万股+19.1万股+71.44%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.12%0.14%#55$1,537.0万43.6万股$1,596.2万52.3万股-8.7万股-16.66%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%<0.01%#142$1,504.6万43.8万股$1,031.4万34.8万股+9.0万股+25.98%加仓
道明加拿大TD Waterhouse Canada Inc.
0.04%0.03%#100$1,457.2万41.8万股$1,000.7万32.5万股+9.3万股+28.55%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.45%0.42%#24$1,374.9万39.4万股$1,163.2万39.4万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#157$1,301.4万36.9万股$507.1万16.6万股+20.3万股+122.10%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#156$1,232.9万35.0万股$1,482.8万48.6万股-13.6万股-28.04%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.06%0.05%#84$1,202.1万34.1万股$949.2万31.1万股+3.0万股+9.61%加仓
Strategic Blueprint, LLC
0.58%0.57%#19$1,164.9万33.1万股$987.7万32.4万股+6,732股+2.08%加仓
Valmark顾问Valmark Advisers, Inc.
0.12%0.06%#54$1,141.6万32.4万股$473.5万15.5万股+16.9万股+108.68%加仓
Cullen/Frost银行CULLEN/FROST BANKERS, INC.
0.11%0.11%#60$1,140.6万32.4万股$1,003.8万32.9万股-5,429股-1.65%减仓
斯蒂芬斯公司STEPHENS INC /AR/
0.12%0.12%#52$1,099.9万31.2万股$928.1万30.4万股+7,809股+2.57%加仓
KINTRA WEALTH, LLC
0.54%0.47%#20$1,028.0万28.6万股$666.5万21.9万股+6.7万股+30.70%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.12%0.11%#53$1,011.5万28.7万股$758.0万24.9万股+3.9万股+15.50%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.05%0.03%#89$956.9万27.2万股$341.1万11.2万股+16.0万股+142.80%加仓
Venture Visionary 合伙人Venture Visionary Partners LLC
0.26%0.2%#32$950.1万27.0万股$598.2万19.6万股+7.3万股+37.45%加仓
Intrua Financial, LLC
0.85%0.77%#14$930.4万26.4万股$747.0万24.5万股+1.9万股+7.79%加仓
Private Advisor集团Private Advisor Group, LLC
0.04%0.03%#99$839.7万23.8万股$547.8万18.0万股+5.9万股+32.69%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.11%0.1%#62$820.0万23.3万股$636.4万20.9万股+2.4万股+11.52%加仓
Gateway Wealth Partners, LLC
0.49%0.42%#21$819.2万23.2万股$1,088.6万35.7万股-12.4万股-34.87%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.07%0.06%#80$698.7万19.8万股$570.4万18.7万股+1.1万股+6.03%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.06%0.08%#85$666.3万18.9万股$711.6万23.3万股-4.4万股-18.96%减仓
PARK AVENUE SECURITIES LLC
0.04%0.03%#96$650.2万18.4万股$423.8万13.9万股+4.6万股+32.76%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.14%0.15%#47$623.4万17.7万股$590.7万19.4万股-1.7万股-8.65%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#155$612.3万17.4万股$529.9万17.4万股00.00%持仓不变
GTS SECURITIES LLC
0.13%0.01%#50$598.4万17.0万股$38.5万1.3万股+15.7万股+1,246.28%加仓

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