13FBOX
CAPITAL GRP SHRT DURATION INC ETF · 13F 机构持仓分析
期权收益计算器 机构排行
C

CAPITAL GRP SHRT DURATION INC ETF

CGSD
持有机构数
186
机构合计市值 (Q2 2026)
$15.96亿
机构合计股数 (Q2 2026)
6,201.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+956.5万股
123 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-259.1万股
65 · 17 清仓 · ≈
⚖️ 净额
+697.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$15.96亿
持有机构数
186
新买入
17
加仓
106
减仓
48
清仓
17
持股不变
15
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
摩根士丹利MORGAN STANLEY
0.01%0.01%#126$1.94亿755.4万股$1.44亿554.8万股+200.5万股+36.14%加仓
LPL金融LPL Financial LLC
0.04%0.05%#86$1.94亿755.0万股$1.77亿688.2万股+66.8万股+9.71%加仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.07%#76$6,848.4万266.2万股$6,414.4万248.7万股+17.4万股+7.02%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#124$6,533.8万253.9万股$5,801.1万224.9万股+29.0万股+12.89%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.02%#105$6,129.4万237.4万股$4,447.4万172.4万股+64.9万股+37.66%加仓
资本集团私人客户Capital Group Private Client Services, Inc.
0.85%1.04%#24$6,038.5万234.7万股$6,161.4万238.9万股-4.2万股-1.77%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.09%#73$5,958.6万231.6万股$6,189.2万240.0万股-8.4万股-3.50%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#122$5,650.3万219.6万股$4,952.0万192.0万股+27.6万股+14.37%加仓
Merit金融集团Merit Financial Group, LLC
0.32%0.38%#42$5,160.7万200.6万股$5,112.5万198.2万股+2.3万股+1.18%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#141$4,163.2万161.8万股$3,946.8万153.0万股+8.8万股+5.73%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.38%0.41%#39$4,159.8万161.7万股$4,165.2万161.5万股+1,665股+0.10%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.05%#83$4,034.2万156.8万股$3,076.8万119.3万股+37.5万股+31.42%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#125$3,901.3万151.6万股$3,492.2万135.4万股+16.2万股+11.97%加仓
Wood Tarver Financial Group, LLC
8.65%10.73%#2$3,663.3万142.4万股$3,884.4万150.6万股-8.2万股-5.47%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.05%0.05%#80$3,533.3万137.3万股$3,103.4万120.3万股+17.0万股+14.12%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.38%0.2%#37$3,498.1万136.0万股$1,586.9万61.5万股+74.4万股+120.95%加仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.02%#99$3,470.2万134.9万股$2,242.2万86.9万股+47.9万股+55.13%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#155$3,314.9万128.8万股$3,291.4万127.6万股+1.2万股+0.95%加仓
Bridgewealth Advisory Group, LLC
5.5%5.53%#4$2,914.3万113.3万股$2,668.6万103.5万股+9.8万股+9.46%加仓
Waterloo Capital, L.P.
1.03%#20$1,826.8万71.0万股$00股+71.0万股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.03%#101$1,661.7万64.6万股$1,521.6万58.9万股+5.7万股+9.71%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.03%#98$1,586.5万61.7万股$1,189.0万46.1万股+15.6万股+33.74%加仓
IAM Advisory, LLC
2.91%3.28%#7$1,492.0万58.0万股$1,464.9万56.8万股+1.2万股+2.08%加仓
LANDAAS & CO /WI /ADV
2.68%3.29%#8$1,470.6万57.2万股$1,500.5万58.2万股-1.0万股-1.76%减仓
Valmark顾问Valmark Advisers, Inc.
0.15%0.15%#57$1,400.7万54.4万股$1,260.7万48.9万股+5.6万股+11.36%加仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.04%#89$1,377.1万53.5万股$1,136.1万44.1万股+9.5万股+21.50%加仓
Souders Financial Advisors
1.36%1.44%#16$1,355.3万52.7万股$1,263.7万49.0万股+3.7万股+7.50%加仓
Thayer Financial, L.L.C.
10.8%11.55%#1$1,188.3万46.2万股$1,132.2万43.9万股+2.3万股+5.20%加仓
Conservest Capital Advisors, Inc.
0.94%0.8%#22$1,183.2万46.0万股$886.7万34.4万股+11.6万股+33.74%加仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#104$1,093.6万42.5万股$1,183.9万45.9万股-3.4万股-7.41%减仓
&Partners&PARTNERS
0.04%0.04%#87$1,040.4万40.5万股$906.5万35.1万股+5.4万股+15.38%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#150$957.7万37.2万股$867.3万33.6万股+3.6万股+10.68%加仓
Wealth Science Advisors LLC
4.03%1.26%#5$906.4万35.2万股$223.8万8.6万股+26.6万股+309.41%加仓
Cauble & Harre Wealth Management, Inc.
7.03%7.04%#3$876.6万34.1万股$883.6万34.2万股-1,793股-0.52%减仓
Kestra投资管理Kestra Investment Management, LLC
0.17%0.11%#52$864.7万33.6万股$619.3万24.0万股+9.6万股+39.95%加仓
Lodestone Wealth Management LLC
2.99%2.63%#6$847.2万32.9万股$663.5万25.7万股+7.2万股+27.98%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.12%0.11%#60$739.5万28.7万股$630.1万24.4万股+4.3万股+17.62%加仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.06%#96$719.0万27.9万股$1,343.2万52.1万股-24.1万股-46.35%减仓
SEI投资SEI INVESTMENTS CO
0.01%0.01%#142$710.1万27.6万股$576.7万22.4万股+5.2万股+23.41%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#115$585.6万22.8万股$556.4万21.6万股+1.2万股+5.50%加仓
COFG Advisors, LLC
0.99%#21$576.1万22.4万股$00股+22.4万股新买入
PETREDIS INVESTMENT ADVISORS LLC
0.38%0.41%#40$558.9万21.7万股$498.0万19.3万股+2.4万股+12.49%加仓
RICHARDS, MERRILL & PETERSON, INC.
1.62%1.77%#13$510.4万19.8万股$482.2万18.7万股+1.1万股+6.08%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#146$477.7万18.6万股$480.0万18.6万股-453股-0.24%减仓
FINANCIAL MANAGEMENT NETWORK INC
0.64%1.12%#26$447.6万17.4万股$729.9万28.2万股-10.8万股-38.39%减仓
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.16%0.23%#53$440.5万17.1万股$435.5万16.9万股+2,336股+1.38%加仓
J HAGAN CAPITAL, INC.
2.03%2.25%#10$437.3万17.0万股$416.7万16.2万股+8,400股+5.20%加仓
NWF Advisory Services Inc.
0.4%0.48%#36$422.3万16.4万股$425.7万16.5万股-924股-0.56%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#138$412.9万16.0万股$428.4万16.6万股-5,656股-3.40%减仓
Sovran Advisors, LLC
0.28%0.27%#45$378.7万14.7万股$342.8万13.3万股+1.4万股+10.78%加仓

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