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

CAPITAL CORE BALANCED

CAPITAL GROUP CORE BALANCEDCGBL
持有机构数
359
机构合计市值 (Q2 2026)
$51.10亿
机构合计股数 (Q2 2026)
1.35亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,445.1万股
281 · 55 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-451.4万股
63 · 15 清仓 · ≈
⚖️ 净额
+1,993.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$51.10亿
持有机构数
359
新买入
55
加仓
226
减仓
48
清仓
15
持股不变
30
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
0.16%0.14%#150$7.11亿1,871.8万股$5.13亿1,490.9万股+380.9万股+25.55%加仓
Advance Capital Management, Inc.
14.77%15.61%#1$4.57亿1,204.1万股$4.12亿1,197.4万股+6.7万股+0.56%加仓
富国银行WELLS FARGO & COMPANY/MN
0.06%0.05%#212$3.85亿1,014.1万股$2.63亿763.4万股+250.7万股+32.84%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.09%0.08%#192$3.66亿965.5万股$2.84亿824.4万股+141.0万股+17.11%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#288$2.34亿615.4万股$1.21亿347.2万股+268.2万股+77.24%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.06%0.04%#216$2.15亿567.5万股$1.28亿372.1万股+195.4万股+52.51%加仓
Cetera投资顾问Cetera Investment Advisers
0.17%0.15%#145$1.83亿481.9万股$1.39亿404.9万股+77.1万股+19.03%加仓
Forge Financial Services LLC
12.56%13.12%#2$1.46亿384.3万股$1.30亿376.5万股+7.8万股+2.06%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.16%0.14%#149$1.36亿358.6万股$9,657.8万280.6万股+77.9万股+27.76%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.17%0.16%#146$1.32亿348.4万股$1.12亿324.2万股+24.2万股+7.45%加仓
Cambridge Investment Research Advisors, Inc.
0.23%0.2%#124$9,846.1万259.4万股$7,897.8万229.5万股+29.9万股+13.01%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#282$9,563.3万251.9万股$8,036.4万233.6万股+18.4万股+7.87%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.04%0.03%#246$8,967.0万238.4万股$6,562.1万194.0万股+44.4万股+22.88%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.22%0.2%#130$6,675.6万175.9万股$5,414.6万157.4万股+18.5万股+11.76%加仓
Aprio Wealth Management, LLC
3.17%3.59%#16$6,409.0万168.8万股$6,564.6万190.8万股-21.9万股-11.50%减仓
Janney Montgomery Scott LLC
0.12%0.11%#171$6,051.3万159.4万股$4,618.8万134.2万股+25.2万股+18.76%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.1%0.1%#184$6,009.6万159.5万股$4,667.1万134.9万股+24.6万股+18.27%加仓
Stifel金融STIFEL FINANCIAL CORP
0.05%0.04%#222$5,939.9万156.5万股$4,367.8万126.9万股+29.5万股+23.27%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.1%0.1%#177$5,115.7万134.8万股$3,612.7万105.0万股+29.8万股+28.36%加仓
J. Derek Lewis & Associates Inc.
9.59%9.59%#3$5,075.9万133.7万股$4,261.8万123.7万股+10.0万股+8.10%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.46%0.32%#80$4,991.0万131.5万股$3,241.2万94.2万股+37.3万股+39.59%加仓
Compton Financial Group, LLC
9.27%4.13%#5$4,815.0万126.8万股$1,869.3万54.3万股+72.5万股+133.49%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.52%0.52%#74$3,856.2万101.6万股$3,340.0万97.1万股+4.5万股+4.66%加仓
&Partners&PARTNERS
0.16%0.15%#152$3,827.0万100.5万股$2,943.0万85.5万股+15.0万股+17.51%加仓
KWB Wealth
3.01%2.34%#18$3,514.7万92.6万股$2,370.4万67.1万股+25.5万股+38.00%加仓
Private Advisor集团Private Advisor Group, LLC
0.16%0.1%#151$3,438.7万90.6万股$2,033.8万59.1万股+31.5万股+53.27%加仓
ST GERMAIN D J CO INC
0.99%0.95%#45$2,739.8万72.2万股$2,396.3万69.6万股+2.5万股+3.64%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.2%0.21%#132$2,366.4万62.3万股$1,971.4万57.3万股+5.0万股+8.81%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.34%0.35%#94$2,183.5万57.5万股$1,937.1万56.3万股+1.2万股+2.18%加仓
Confluence Wealth Services, Inc.
0.61%0.71%#66$2,134.1万56.2万股$1,831.8万53.2万股+3.0万股+5.60%加仓
Greenbush Financial Group, LLC
6.13%6.28%#7$2,085.5万54.9万股$1,896.8万55.1万股-1,841股-0.33%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.8%0.78%#52$2,082.5万54.9万股$1,778.7万51.7万股+3.2万股+6.13%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.23%0.2%#125$2,049.9万54.0万股$1,657.7万48.2万股+5.8万股+12.09%加仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
0.3%0.24%#105$1,905.5万50.2万股$1,511.8万43.9万股+6.3万股+14.25%加仓
NewEdge顾问NewEdge Advisors, LLC
0.06%0.05%#219$1,867.3万49.2万股$1,338.6万38.9万股+10.3万股+26.46%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.09%0.06%#190$1,800.6万47.4万股$779.5万22.7万股+24.8万股+109.40%加仓
AssetMarkASSETMARK, INC
0.03%0.02%#261$1,618.2万42.6万股$1,068.9万31.1万股+11.6万股+37.23%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.53%0.52%#73$1,618.0万42.7万股$1,441.4万42.7万股00.00%持仓不变
Betterment智能投顾Betterment LLC
0.03%0.02%#262$1,604.2万42.3万股$1,136.1万33.0万股+9.2万股+28.00%加仓
Quantum Financial Planning Services, Inc.
4.97%3.87%#11$1,601.6万42.2万股$1,076.3万31.3万股+10.9万股+34.88%加仓
资本集团私人客户Capital Group Private Client Services, Inc.
0.23%0.17%#126$1,596.7万42.1万股$1,024.8万29.8万股+12.3万股+41.24%加仓
PCG Wealth Advisors, LLC
3.41%3.02%#14$1,527.6万40.2万股$1,193.9万34.7万股+5.5万股+15.99%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#338$1,503.0万39.6万股$972.6万28.3万股+11.3万股+40.08%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.17%0.19%#144$1,421.8万37.5万股$1,195.8万34.8万股+2.7万股+7.78%加仓
Clarity Wealth Advisors, LLC
2.48%2.07%#25$1,403.2万37.0万股$1,005.9万29.2万股+7.7万股+26.44%加仓
世界投资顾问World Investment Advisors
0.22%0.21%#127$1,361.5万39.3万股$1,314.0万38.2万股+1.1万股+2.97%加仓
B. Riley Wealth Advisors, Inc.
0.72%0.74%#58$1,344.0万35.4万股$1,163.0万34.4万股+1.0万股+2.94%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.29%0.29%#109$1,319.9万34.8万股$1,182.4万34.4万股+4,094股+1.19%加仓
IFP顾问IFP Advisors, Inc
0.24%0.23%#122$1,317.3万34.7万股$1,131.6万32.9万股+1.8万股+5.52%加仓
Johnson Bixby & Associates, LLC
1.45%1.38%#34$1,299.7万34.2万股$1,112.4万32.3万股+1.9万股+5.92%加仓

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