证券记录 · 已归档季度
CGCV
Capital Group Conservative Equity ETF · Financial Services · Asset Management
30被追踪持有人
+1Δ持有人
25.44M持有股份
$775.96M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.4% ·
股份流向 -0.5% ·
净新建仓位 +3.3%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 9.93M | n/a | $302.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 3.94M | n/a | $120.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.97M | n/a | $90.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 1.80M | n/a | $54.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 1.08M | n/a | $32.90M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 937.87K | n/a | $28.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 828.46K | n/a | $25.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 792.33K | n/a | $24.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 570.04K | n/a | $17.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 381.07K | n/a | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 364.55K | n/a | $11.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 321.05K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 281.45K | n/a | $8.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Truist Financial Corp | 240.49K | n/a | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 186.72K | n/a | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 178.35K | n/a | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 166.69K | n/a | $5.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 146.70K | n/a | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 107.35K | -56.4% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 85.89K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 62.87K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 29.47K | n/a | $898,661 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 12.60K | 0.0% | $384,253 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Mariner, LLC | 10.83K | n/a | $330,268 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 9.89K | n/a | $301,508 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 600 | n/a | $18,294 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 313 | -42.5% | $9,543 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 213 | 0.0% | $6,494 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Cwm, Llc | 31 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2 | 新增 | $61 | 0.0% | New | 1 | 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
| Fidelity (FMR) | $61 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 142 持有人, 43.04M 股份, $1.27B 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。
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: Q4 2025 ·
方法论 ·
通过API获取此数据