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
持股分散化 — 持有人增多，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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +1 | 30.89M | $1.01B | +5 | −4 |
| Q1 2026 | 31 | +1 | 27.61M | $822.66M | +3 | −2 |
| Q4 2025 | 30 | +1 | 25.44M | $775.96M | +1 | — |
| Q3 2025 | 4 | +1 | 259.48K | $7.81M | +1 | — |
| Q2 2025 | 1 | +1 | 98.17K | $2.81M | +1 | — |
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 | — | $302.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 3.94M | — | $120.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.97M | — | $90.58M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.97M | — | $90.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.80M | — | $54.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 1.08M | — | $32.90M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 937.87K | — | $28.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 828.46K | — | $25.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 792.33K | — | $24.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 570.04K | — | $17.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 381.07K | — | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 364.55K | — | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 364.55K | — | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 321.05K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 281.45K | — | $8.58M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 281.45K | — | $8.58M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 281.45K | — | $8.58M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 240.49K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 186.72K | — | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 178.35K | — | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 166.69K | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 166.69K | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 146.70K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 107.35K | -56.4% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 85.89K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 62.87K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 29.47K | — | $898,661 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 12.60K | 0.0% | $384,253 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Mariner, LLC | 10.83K | — | $330,268 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 9.89K | — | $301,508 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 600 | — | $18,294 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 313 | -42.5% | $9,543 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 213 | 0.0% | $6,494 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Cwm, Llc | 31 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 2 | 新增 | $61 | 0.0% | New | 1 | 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
| 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
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: Q4 2025 ·
方法论 ·
通过API获取此数据