证券记录 · 已归档季度

CGBL

Capital Group Core Balanced ETF · Financial Services · Asset Management

36.57 -0.7% 市值 $7.85B 报价延迟（FMP） · 截至 Oct 25 03:59 UTC · 与下方申报数据相互独立

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

37被追踪持有人

-2Δ持有人

63.30M持有股份

$2.18B报告持仓市值

+1新建仓位

−3清仓

Rising 确信度评分 63/100 4 被追踪股份持续上升的季度数 ●●●●○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 -5.1% · 股份流向 +22.0% · 净新建仓位 -5.4% · 公式
集中增持：持股数量上升，持有人数量减少

所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026

持股变化趋势

季度	持有人	Δ	股份	报告持仓市值	新增	清仓
Q3 2026	3	0	2.89M	$106.90M	n/a	n/a
Q2 2026	38	+2	74.34M	$2.82B	+4	−2
Q1 2026	37	-2	63.30M	$2.18B	+1	−3
Q4 2025	39	+2	51.88M	$1.83B	+2	n/a
Q3 2025	5	+1	3.72M	$129.21M	+1	n/a
Q2 2025	2	+1	348.95K	$11.67M	+1	n/a
Q1 2025	1	0	44.96K	$1.39M	n/a	n/a
Q4 2024	1	+1	49.71K	$1.55M	+1	n/a

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	LPL Financial LLC	14.91M	+18.6%	$513.01M	0.1%	▲ Add	2	SEC ↗
2	Envestnet Asset Management Inc	8.24M	+18.7%	$283.69M	0.1%	▲ Add	2	SEC ↗
3	Wells Fargo & Company/Mn	7.63M	+65.2%	$262.68M	0.1%	▲ Add	2	SEC ↗ ×2
4	Morgan Stanley ✦	5.43M	+33.7%	$186.92M	0.0%	▲ Add	3	SEC ↗
5	Cetera Investment Advisers	4.05M	+21.8%	$139.32M	0.1%	▲ Add	2	SEC ↗
6	Raymond James Financial Inc	3.72M	+43.1%	$128.04M	0.0%	▲ Add	2	SEC ↗ ×3
7	Commonwealth Equity Services, Llc	3.24M	+17.6%	$111.56M	0.2%	▲ Add	2	SEC ↗
8	Osaic Holdings, Inc.	2.81M	+7.7%	$96.58M	0.1%	▲ Add	2	SEC ↗ ×2
9	Royal Bank Of Canada	2.34M	+16.2%	$80.36M	0.0%	▲ Add	2	SEC ↗ ×3
10	Cwm, Llc	2.23M	+2.8%	$76.72M	0.2%	▲ Add	2	SEC ↗
11	Jones Financial Companies Lllp	1.94M	+28.7%	$65.62M	0.0%	▲ Add	2	SEC ↗
12	Wealth Enhancement Advisory…	1.35M	-33.5%	$46.67M	0.1%	▼ Trim	2	SEC ↗
13	Stifel Financial Corp	1.27M	+20.4%	$43.68M	0.0%	▲ Add	2	SEC ↗ ×2
14	Mml Investors Services, Llc	1.05M	+7.5%	$36.13M	0.1%	▲ Add	2	SEC ↗
15	Mariner, LLC	482.71K	+9.9%	$16.61M	0.0%	▲ Add	2	SEC ↗ ×2
16	Jane Street Group, Llc	328.95K	+64.5%	$11.32M	0.0%	▲ Add	2	SEC ↗
17	Assetmark, Inc	310.62K	+38.0%	$10.69M	0.0%	▲ Add	2	SEC ↗
18	Bank Of America Corp /De/	282.66K	+78.1%	$9.73M	0.0%	▲ Add	2	SEC ↗ ×2
19	UBS Group AG	278.18K	+38.3%	$9.57M	0.0%	▲ Add	2	SEC ↗ ×2
20	HighTower Advisors, LLC	227.02K	+7.9%	$7.81M	0.0%	▲ Add	2	SEC ↗
21	Citadel Advisors ✦	222.51K	+32.9%	$7.66M	0.0%	▲ Add	6	SEC ↗
22	Truist Financial Corp	171.21K	+34.5%	$5.89M	0.0%	▲ Add	2	SEC ↗
23	Rockefeller Capital Management L.P.	157.62K	+78.5%	$5.42M	0.0%	▲ Add	2	SEC ↗ ×4
24	Captrust Financial Advisors	138.08K	+6.4%	$4.75M	0.0%	▲ Add	2	SEC ↗
25	Ameriprise Financial Inc	120.69K	-16.8%	$4.15M	0.0%	▼ Trim	2	SEC ↗
26	JPMorgan Chase ✦	102.58K	+80.1%	$3.47M	0.0%	▲ Add	3	SEC ↗ ×2
27	Fifth Third Bancorp	97.08K	新增	$3.34M	0.0%	New	1	SEC ↗
28	Bank of New York Mellon Corp	44.43K	+244.5%	$1.53M	0.0%	▲ Add	2	SEC ↗ ×2
29	Northwestern Mutual Wealth…	39.79K	+22.6%	$1.37M	0.0%	▲ Add	2	SEC ↗
30	Baird Financial Group, Inc.	32.86K	-84.5%	$1.13M	0.0%	▼ Trim	2	SEC ↗
31	Focus Partners Wealth	16.71K	+0.5%	$574,922	0.0%	▲ Add	2	SEC ↗
32	AQR Capital Management ✦	12.98K	0.0%	$446,621	0.0%	Held	3	SEC ↗
33	TD Waterhouse Canada Inc.	12.21K	+36.9%	$422,761	0.0%	▲ Add	2	SEC ↗
34	Creative Planning	7.61K	-38.6%	$261,750	0.0%	▼ Trim	2	SEC ↗
35	BlackRock ✦ (被动)	2.00K	0.0%	$68,820	0.0%	Held	2	SEC ↗
36	Us Bancorp \De\	1.51K	-22.4%	$51,959	0.0%	▼ Trim	2	SEC ↗
37	Fidelity (FMR) ✦	1.13K	+18716.7%	$38,840	0.0%	▲ Add	2	SEC ↗

"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。

新增买入方

Fifth Third Bancorp	$3.34M	0.0%

已清仓

Susquehanna International…	$5.61M	曾为 0.0%
Renaissance Technologies	$459,290	曾为 0.0%
Franklin Resources Inc	$266,282	曾为 0.0%

全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 317 持有人, 116.23M 股份, $3.85B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。

常见共同持仓

持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。

AEP37共同持有人 AIG37共同持有人 LUV37共同持有人 TXN37共同持有人 UPS37共同持有人

数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。报告期: Q1 2026 · 方法论 · 通过API获取此数据

☆ CGBL

新增买入方

已清仓

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