证券记录
CGBL
Capital Group Core Balanced ETF · Financial Services · Asset Management
37被追踪持有人
+2Δ持有人
74.10M持有股份
$2.81B报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +5.7% ·
股份流向 +21.8% ·
净新建仓位 +2.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 18.72M | +25.6% | $710.54M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 10.14M | +32.8% | $384.94M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 9.65M | +17.1% | $366.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 6.15M | +13.3% | $233.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 5.67M | +52.5% | $215.41M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 4.82M | +19.0% | $182.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 3.59M | +27.8% | $136.12M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 3.48M | +7.5% | $132.24M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.52M | +7.9% | $95.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Jones Financial Companies Lllp | 2.38M | +22.9% | $89.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 1.60M | +18.3% | $60.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 1.56M | +23.3% | $59.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 1.35M | +28.4% | $51.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 426.28K | +37.2% | $16.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 395.94K | +40.1% | $15.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | UBS Group AG | 333.53K | +19.9% | $12.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Truist Financial Corp | 213.50K | +24.7% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 167.60K | +6.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Captrust Financial Advisors | 143.38K | +3.8% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 142.12K | +38.5% | $5.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 21 | Bank of New York Mellon Corp | 105.65K | +137.8% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Fifth Third Bancorp | 97.39K | +0.3% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 97.00K | 新增 | $3.68M | 0.0% | New | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 95.39K | -21.0% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Mariner, LLC | 57.40K | -88.1% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 57.22K | +43.8% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 34.93K | +6.3% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 23.24K | 新增 | $885,971 | 0.0% | New | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 20.00K | +19.7% | $759,086 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 12.98K | 0.0% | $492,697 | 0.0% | Held | 4 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 12.21K | 0.0% | $460,383 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Capital International Investors | 8.00K | 新增 | $303,718 | 0.0% | New | 1 | SEC ↗ |
| 33 | Creative Planning | 7.28K | -4.3% | $276,387 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.94K | 新增 | $111,640 | 0.0% | New | 1 | SEC ↗ |
| 35 | BlackRock ✦ (被动) | 2.00K | 0.0% | $75,920 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.51K | 0.0% | $57,320 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 876 | -22.4% | $33,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Renaissance Technologies | $3.68M | 0.0% |
| Lido Advisors, LLC | $885,971 | 0.0% |
| Capital International… | $303,718 | 0.0% |
| Pnc Financial Services Group… | $111,640 | 0.0% |
已清仓
| Jane Street Group, Llc | $11.32M | 曾为 0.0% |
| HighTower Advisors, LLC | $7.81M | 曾为 0.0% |
| Citadel Advisors | $7.66M | 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
该证券的被追踪持有人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。
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: Q2 2026 ·
方法论 ·
通过API获取此数据