13FBOX
CAPITAL CONSERVATIVE E · 13F 机构持仓分析
期权收益计算器 机构排行
C

CAPITAL CONSERVATIVE E

CAPITAL GROUP CONSERVATIVE ECGCV
持有机构数
277
机构合计市值 (Q2 2026)
$20.44亿
机构合计股数 (Q2 2026)
6,221.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,091.8万股
214 · 43 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-361.7万股
59 · 19 清仓 · ≈
⚖️ 净额
+730.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$20.44亿
持有机构数
277
新买入
43
加仓
171
减仓
40
清仓
19
持股不变
23
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
0.07%0.07%#107$3.27亿997.5万股$2.96亿993.0万股+4.5万股+0.45%加仓
资本集团私人客户Capital Group Private Client Services, Inc.
2.86%2.7%#11$2.03亿617.4万股$1.60亿537.9万股+79.5万股+14.78%加仓
LPL金融LPL Financial LLC
0.04%0.04%#128$1.88亿573.9万股$1.39亿466.4万股+107.5万股+23.04%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.02%#150$9,664.2万294.5万股$7,073.3万237.3万股+57.2万股+24.10%加仓
Pathstone控股Pathstone Holdings, LLC
0.28%0.2%#63$9,577.5万290.5万股$4,930.6万167.9万股+122.6万股+72.98%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#165$8,141.3万248.1万股$6,365.7万213.5万股+34.5万股+16.16%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%<0.01%#196$6,770.1万206.3万股$1,985.0万66.6万股+139.7万股+209.79%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#160$4,198.1万127.9万股$3,618.0万121.4万股+6.5万股+5.39%加仓
SEI投资SEI INVESTMENTS CO
0.03%0.03%#136$3,931.1万119.2万股$2,869.8万97.7万股+21.5万股+21.98%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#137$3,661.2万111.6万股$2,659.4万89.2万股+22.3万股+25.04%加仓
DMKC Advisory Services, LLC
5.9%0.86%#7$3,123.2万95.2万股$206.9万6.9万股+88.2万股+1,271.18%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#193$2,957.8万90.7万股$1,932.1万65.7万股+25.0万股+38.10%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#158$2,726.4万83.1万股$2,499.1万83.8万股-7,644股-0.91%减仓
Ergawealth Advisors, Inc.
10.44%10.31%#2$2,689.1万81.6万股$2,331.5万79.4万股+2.2万股+2.71%加仓
Tribridge Partners Financial LLC
10.17%9.8%#3$2,594.7万78.3万股$2,368.4万79.4万股-1.1万股-1.33%减仓
Kestra投资管理Kestra Investment Management, LLC
0.48%0.55%#49$2,454.7万74.5万股$3,162.7万107.7万股-33.3万股-30.88%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04%0.05%#134$2,137.9万64.6万股$2,479.2万83.1万股-18.5万股-22.26%减仓
Presper Financial Architects, LLC
11.04%11.2%#1$2,116.5万64.2万股$1,884.0万64.2万股+257股+0.04%加仓
Envision Financial Planning, LLC
6.82%6.78%#5$2,097.3万63.9万股$1,874.9万62.9万股+1.0万股+1.60%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#149$2,095.0万63.8万股$2,128.5万71.4万股-7.6万股-10.60%减仓
Clearstead Trust, LLC
2.3%2.5%#14$1,758.5万53.6万股$1,531.5万51.4万股+2.2万股+4.29%加仓
Souders Financial Advisors
1.69%1.6%#23$1,676.4万51.1万股$1,399.1万46.9万股+4.1万股+8.83%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#167$1,601.8万48.8万股$1,047.4万35.1万股+13.7万股+38.91%加仓
麦格理集团MACQUARIE GROUP LTD
0.07%#109$1,516.6万46.0万股$00股+46.0万股新买入
Strategic Blueprint, LLC
0.76%0.77%#36$1,512.2万45.9万股$1,320.1万45.0万股+9,037股+2.01%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.53%0.57%#47$1,504.5万45.8万股$1,353.7万44.4万股+1.4万股+3.25%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.03%#143$1,481.0万45.1万股$1,077.8万36.2万股+9.0万股+24.81%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#251$1,451.2万44.2万股$813.7万27.3万股+16.9万股+62.00%加仓
Confluence Wealth Services, Inc.
0.39%0.41%#53$1,365.5万41.6万股$1,045.2万35.1万股+6.5万股+18.67%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.15%0.15%#82$1,333.6万40.5万股$1,163.7万39.6万股+8,162股+2.06%加仓
ST GERMAIN D J CO INC
0.45%0.45%#50$1,240.2万37.8万股$1,133.9万38.0万股-2,506股-0.66%减仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#145$1,232.2万37.5万股$1,037.7万34.8万股+2.7万股+7.85%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.01%#168$1,227.4万37.2万股$606.4万20.7万股+16.6万股+80.24%加仓
AdvisorNet Financial, Inc
0.55%0.53%#44$1,206.7万36.8万股$1,019.0万34.2万股+2.6万股+7.56%加仓
&Partners&PARTNERS
0.05%0.05%#121$1,119.8万34.0万股$924.2万31.0万股+3.0万股+9.63%加仓
J. Derek Lewis & Associates Inc.
2.03%1.89%#18$1,075.2万32.8万股$840.2万28.2万股+4.6万股+16.23%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.05%0.03%#117$1,067.2万32.5万股$676.4万22.7万股+9.8万股+43.30%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.14%0.14%#84$1,062.1万32.4万股$902.6万30.3万股+2.1万股+6.88%加仓
Valmark顾问Valmark Advisers, Inc.
0.11%0.1%#89$1,062.1万32.4万股$836.8万28.1万股+4.3万股+15.29%加仓
Carson Advisory Inc.
4.54%4.52%#8$988.4万30.1万股$871.7万29.2万股+8,739股+2.99%加仓
Coign Capital Advisors LLC
4.26%4.29%#9$946.0万28.7万股$817.1万27.8万股+8,629股+3.10%加仓
RM Financial Services, LLC
6.91%7.22%#4$929.7万28.3万股$837.5万28.1万股+2,327股+0.83%加仓
Troutman Wealth Management, LLC
6.35%6.14%#6$825.7万25.2万股$736.2万24.7万股+4,601股+1.86%加仓
FINANCIAL MANAGEMENT NETWORK INC
1.17%1%#31$813.1万24.7万股$651.1万21.1万股+3.7万股+17.47%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#247$766.2万23.3万股$547.0万18.3万股+5.0万股+27.23%加仓
Midwest Heritage Bank, FSB
2.16%2.12%#15$762.1万23.2万股$660.8万22.2万股+1.1万股+4.75%加仓
Essex Financial Services, Inc.
0.35%0.18%#56$709.7万21.5万股$318.3万10.8万股+10.7万股+98.57%加仓
Western 财富管理Western Wealth Management, LLC
0.23%0.03%#71$694.6万21.2万股$73.2万2.5万股+18.7万股+762.23%加仓
Janney Montgomery Scott LLC
0.01%0.01%#185$681.4万20.8万股$536.8万18.0万股+2.8万股+15.30%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#204$640.5万19.5万股$568.6万19.1万股+4,415股+2.31%加仓

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