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CAPITAL EQUITY ETF TR · 13F 机构持仓分析
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C

CAPITAL EQUITY ETF TR

CAPITAL GROUP EQUITY ETF TRCGCV
持有机构数
33
机构合计市值 (Q2 2026)
$6,480.7万
机构合计股数 (Q2 2026)
226.3万股
整体趋势
增持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+52.8万股
增持机构 22 · 其中新买入 8
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-28.6万股
减持机构 6 · 其中清仓 2
估算卖出金额
⚖️ 净股数变动
+24.2万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,480.7万
持有机构数
33
新买入
8
加仓
14
减仓
4
清仓
2
持股不变
7
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
<0.01%0.01%#14$2,062.8万72.0万股$2,534.0万100.0万股-28.0万股-28.00%减仓
资本集团私人客户Capital Group Private Client Services, Inc.
0.18%0.13%#8$1,250.7万43.7万股$783.1万30.9万股+12.8万股+41.26%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#29$508.3万17.7万股$00股+17.7万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#28$340.7万11.9万股$284.9万11.2万股+6,512股+5.79%加仓
Midwest Heritage Bank, FSB
0.9%0.64%#3$316.9万11.1万股$199.0万7.9万股+3.2万股+40.83%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#18$265.2万9.3万股$225.7万8.9万股+3,496股+3.92%加仓
Worthington Financial Partners, LLC
1.91%1.73%#1$230.1万8.0万股$201.5万8.0万股+811股+1.02%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$230.0万8.0万股$56.9万2.2万股+5.8万股+257.79%加仓
LaSalle St. Investment Advisors, LLC
0.24%0.24%#5$195.7万6.8万股$169.8万6.7万股+1,276股+1.90%加仓
RM Financial Services, LLC
0.95%1.01%#2$127.6万4.5万股$117.3万4.6万股-1,768股-3.82%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$127.6万4.5万股$80.0万3.2万股+1.3万股+41.03%加仓
J. Derek Lewis & Associates Inc.
0.23%0.21%#6$122.6万4.3万股$94.9万3.7万股+5,364股+14.33%加仓
Platt Wealth Management LLC
0.86%0.43%#4$107.0万3.7万股$43.7万1.7万股+2.0万股+116.39%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#21$86.2万3.0万股$64.9万2.6万股+4,501股+17.58%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#24$83.6万2.9万股$62.9万2.5万股+4,380股+17.65%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%#12$80.8万2.8万股$00股+2.8万股新买入
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
<0.01%<0.01%#13$48.7万1.7万股$43.1万1.7万股00.00%持仓不变
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.02%0.02%#10$46.4万1.6万股$41.1万1.6万股00.00%持仓不变
Junk Investment Group, LLC
0.2%0.21%#7$45.6万1.6万股$40.3万1.6万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#31$37.7万1.3万股$00股+1.3万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#32$35.4万1.2万股$35.0万1.4万股-1,478股-10.70%减仓
Valmark顾问Valmark Advisers, Inc.
<0.01%#17$31.1万1.1万股$00股+1.1万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%#27$26.3万9,195股$00股+9,195股新买入
Latitude Advisors, LLC
0.09%#9$21.9万7,637股$00股+7,637股新买入
世界投资顾问World Investment Advisors
<0.01%<0.01%#16$20.8万8,189股$20.8万8,189股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#23$13.3万4,646股$5.7万2,243股+2,403股+107.13%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%<0.01%#22$5.4万1,882股$4.8万1,882股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#33$2.9万1,000股$00股+1,000股新买入
CHILTON 资本管理CHILTON CAPITAL MANAGEMENT LLC
<0.01%<0.01%#26$2.9万1,000股$3.1万1,232股-232股-18.83%减仓
Lavaca Capital LLC
<0.01%<0.01%#19$2.9万1,000股$2.5万1,000股00.00%持仓不变
SITTNER & NELSON, LLC
0.01%#11$2.6万900股$00股+900股新买入
AMERIFLEX GROUP, INC.
<0.01%<0.01%#15$8,595300股$7,602300股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#30$3,870135股$2,916115股+20股+17.39%加仓

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