证券记录 · 已归档季度
CGCV
Capital Group Conservative Equity ETF · Financial Services · Asset Management
31被追踪持有人
+1Δ持有人
27.61M持有股份
$822.66M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.3% ·
股份流向 +8.5% ·
净新建仓位 +3.2%
— 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 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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 9.93M | 0.0% | $296.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 4.66M | +18.3% | $139.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.37M | -20.1% | $70.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.37M | -20.1% | $70.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.37M | -20.1% | $70.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 2.14M | +18.7% | $63.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 1.21M | +12.5% | $36.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 892.13K | +12.6% | $26.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 838.35K | -10.6% | $24.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 831.12K | +0.3% | $24.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 714.02K | +25.3% | $21.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 665.87K | +82.7% | $19.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 665.87K | +82.7% | $19.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 656.97K | +72.4% | $19.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 647.51K | +503.2% | $19.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 361.54K | +12.6% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 351.33K | +24.8% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 351.33K | +24.8% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 272.96K | +63.8% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 272.96K | +63.8% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 190.75K | +7.0% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 183.49K | +25.1% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 183.49K | +25.1% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 153.71K | -17.7% | $4.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 133.17K | 新增 | $3.97M | 0.0% | New | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 130.42K | -45.8% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 98.82K | +15.1% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 66.37K | +5.6% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 36.58K | 新增 | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 30.34K | +2.9% | $904,436 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 12.60K | 0.0% | $375,683 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Mariner, LLC | 10.10K | -6.7% | $301,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Creative Planning | 9.92K | +0.3% | $295,708 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 318 | +1.6% | $9,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 270 | 新增 | $8,049 | 0.0% | New | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 213 | 0.0% | $6,350 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Cwm, Llc | 31 | 0.0% | $924 | 0.0% | Held | 2 | 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
| Jane Street Group, Llc | $3.97M | 0.0% |
| UBS AM, a distinct business… | $1.09M | 0.0% |
| Fifth Third Bancorp | $8,049 | 0.0% |
已清仓
| Rockefeller Capital… | $18,294 | 曾为 0.0% |
| Fidelity (FMR) | $61 | 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): 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: Q1 2026 ·
方法论 ·
通过API获取此数据