13FBOX
CAPITAL CORE EQUITY ET · 13F 机构持仓分析
期权收益计算器 机构排行
C

CAPITAL CORE EQUITY ET

CAPITAL GROUP CORE EQUITY ETCGUS
持有机构数
442
机构合计市值 (Q2 2026)
$81.18亿
机构合计股数 (Q2 2026)
1.83亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,974.4万股
283 · 57 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-347.0万股
135 · 24 清仓 · ≈
⚖️ 净额
+1,627.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$81.18亿
持有机构数
442
新买入
57
加仓
226
减仓
111
清仓
24
持股不变
48
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
0.32%0.29%#109$14.38亿3,233.0万股$10.78亿2,805.4万股+427.7万股+15.24%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.15%0.14%#174$6.26亿1,408.1万股$5.36亿1,394.7万股+13.4万股+0.96%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.22%0.14%#140$5.56亿1,277.6万股$2.92亿780.1万股+497.5万股+63.77%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.12%0.1%#193$4.39亿987.3万股$3.38亿880.4万股+106.9万股+12.14%加仓
富国银行WELLS FARGO & COMPANY/MN
0.06%0.05%#254$3.44亿772.5万股$2.64亿688.0万股+84.4万股+12.27%加仓
摩根士丹利MORGAN STANLEY
0.02%0.01%#337$2.99亿671.6万股$2.42亿612.3万股+59.3万股+9.69%加仓
Cetera投资顾问Cetera Investment Advisers
0.26%0.26%#127$2.84亿638.8万股$2.43亿631.4万股+7.4万股+1.17%加仓
资本国际投资者Capital International Investors
0.06%0.05%#253$2.70亿606.5万股$2.32亿605.0万股+1.5万股+0.24%加仓
资本集团私人客户Capital Group Private Client Services, Inc.
3.29%3.3%#19$2.34亿525.2万股$1.96亿509.8万股+15.3万股+3.00%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.25%0.23%#130$1.98亿444.6万股$1.63亿425.3万股+19.3万股+4.54%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.1%0.11%#207$1.88亿423.3万股$1.73亿451.3万股-28.1万股-6.22%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.33%0.32%#104$1.63亿365.9万股$1.14亿296.0万股+69.9万股+23.61%加仓
Cambridge Investment Research Advisors, Inc.
0.34%0.31%#103$1.45亿325.8万股$1.20亿312.6万股+13.2万股+4.23%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
1.15%1.05%#39$1.26亿283.8万股$1.06亿275.4万股+8.4万股+3.04%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#331$1.18亿264.2万股$9,644.2万251.0万股+13.2万股+5.25%加仓
SEI投资SEI INVESTMENTS CO
0.1%0.08%#208$1.15亿259.3万股$9,016.6万234.7万股+24.6万股+10.48%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.13%0.12%#181$1.13亿254.6万股$8,087.3万210.5万股+44.1万股+20.94%加仓
Private Advisor集团Private Advisor Group, LLC
0.48%0.38%#76$1.05亿235.3万股$8,133.4万211.7万股+23.6万股+11.15%加仓
Merit金融集团Merit Financial Group, LLC
0.62%0.66%#63$1.01亿226.8万股$8,864.1万230.7万股-3.9万股-1.68%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.12%0.12%#192$7,872.4万177.0万股$6,879.6万179.1万股-2.1万股-1.17%减仓
瑞银集团UBS Group AG
0.01%0.01%#362$7,760.9万174.5万股$6,516.5万169.6万股+4.9万股+2.87%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.23%0.15%#135$7,123.0万160.1万股$3,957.0万103.0万股+57.1万股+55.49%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#383$6,479.3万145.7万股$3,757.4万97.8万股+47.9万股+48.95%加仓
Stifel金融STIFEL FINANCIAL CORP
0.05%0.04%#262$6,348.1万142.7万股$4,747.0万123.6万股+19.2万股+15.51%加仓
Valmark顾问Valmark Advisers, Inc.
0.65%0.61%#62$6,093.0万137.0万股$5,121.9万133.3万股+3.7万股+2.75%加仓
AssetMarkASSETMARK, INC
0.1%0.1%#205$6,050.9万136.0万股$5,083.8万132.3万股+3.7万股+2.81%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.08%0.08%#225$5,975.7万134.3万股$4,922.3万128.1万股+6.2万股+4.86%加仓
&Partners&PARTNERS
0.22%0.24%#139$5,422.9万121.8万股$4,922.8万128.0万股-6.2万股-4.85%减仓
NewEdge顾问NewEdge Advisors, LLC
0.16%0.16%#169$5,322.6万119.7万股$4,362.2万113.5万股+6.1万股+5.39%加仓
Midwest Heritage Bank, FSB
13.64%12.98%#1$4,810.6万108.2万股$4,046.0万105.3万股+2.8万股+2.70%加仓
Janney Montgomery Scott LLC
0.09%0.1%#216$4,770.7万107.3万股$3,890.4万101.3万股+6.0万股+5.92%加仓
Souders Financial Advisors
4.71%4.37%#12$4,686.1万105.4万股$3,826.9万99.6万股+5.7万股+5.77%加仓
SILVER OAK SECURITIES, INCORPORATED
2.68%2.64%#24$4,407.4万99.1万股$3,608.2万93.9万股+5.2万股+5.51%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.67%0.95%#61$3,717.9万83.6万股$3,954.3万102.9万股-19.3万股-18.79%减仓
Equitable控股Equitable Holdings, Inc.
0.18%0.17%#156$3,030.6万68.1万股$2,658.3万66.3万股+1.8万股+2.71%加仓
BIP Wealth, LLC
0.86%1.08%#51$3,013.4万67.7万股$2,652.6万69.0万股-1.3万股-1.87%减仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
1.04%0.98%#45$2,946.8万66.3万股$2,343.5万58.3万股+8.0万股+13.73%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.26%0.27%#125$2,818.0万63.4万股$2,396.7万62.4万股+9,727股+1.56%加仓
AA Financial Advisors, LLC
3.2%2.9%#21$2,658.8万59.8万股$2,060.2万53.6万股+6.2万股+11.47%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.14%0.13%#177$2,586.9万58.2万股$2,148.1万55.9万股+2.2万股+4.02%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04%0.04%#275$2,484.1万55.5万股$2,025.2万52.3万股+3.2万股+6.02%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.78%0.58%#54$2,317.9万52.1万股$1,905.2万49.6万股+2.5万股+5.08%加仓
Summit Investment Advisory Services, LLC
5.61%6.88%#10$2,237.3万50.3万股$1,853.3万48.2万股+2.1万股+4.27%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.16%0.15%#163$2,144.5万48.2万股$1,786.8万46.5万股+1.7万股+3.67%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.29%0.27%#114$2,137.8万48.1万股$1,763.1万45.9万股+2.2万股+4.73%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.1%0.1%#211$2,112.3万47.5万股$1,842.9万48.0万股-4,788股-1.00%减仓
IFP顾问IFP Advisors, Inc
0.35%0.34%#98$1,952.8万43.9万股$1,624.5万42.3万股+1.6万股+3.83%加仓
Ameritas Investment Partners, Inc.
0.51%0.5%#71$1,931.2万43.4万股$1,629.7万42.4万股+9,987股+2.35%加仓
Forge Financial Services LLC
1.66%1.69%#32$1,923.9万43.3万股$1,673.3万43.6万股-2,992股-0.69%减仓
Ergawealth Advisors, Inc.
7.45%7.18%#6$1,919.2万43.1万股$1,624.8万42.3万股+8,554股+2.02%加仓

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