证券记录
CGHM
Capital Group Municipal High-Income ETF · Financial Services · Asset Management - Bonds
32被追踪持有人
+5Δ持有人
97.24M持有股份
$2.51B报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +18.5% ·
股份流向 +10.6% ·
净新建仓位 +15.6%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +5 | 97.24M | $2.51B | +5 | — |
| Q1 2026 | 28 | +1 | 87.93M | $2.23B | +3 | −2 |
| Q4 2025 | 27 | +1 | 82.02M | $2.09B | +1 | — |
| Q3 2025 | 3 | 0 | 115.97K | $2.93M | — | — |
| Q2 2025 | 1 | +1 | 44.29K | $1.09M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 63.68M | +6.1% | $1.65B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 13.30M | +10.2% | $343.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 6.05M | +29.2% | $156.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 2.87M | +14.7% | $74.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.40M | +44.3% | $36.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.40M | +44.3% | $36.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 1.39M | +18.5% | $35.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Assetmark, Inc | 1.34M | +11.3% | $34.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.20M | +59.7% | $31.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.20M | +59.7% | $31.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.20M | +59.7% | $31.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 913.81K | +64.1% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 913.81K | +64.1% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 881.12K | +75.5% | $22.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 852.42K | +60.3% | $22.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 847.52K | -15.7% | $21.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 766.28K | +12.2% | $19.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS AM, a distinct business unit of… | 337.79K | 0.0% | $8.73M | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 214.47K | +504.1% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 214.47K | +504.1% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Sei Investments Co | 191.44K | +18.8% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 185.41K | +1.6% | $4.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Captrust Financial Advisors | 162.47K | +3.1% | $4.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 153.93K | 新增 | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 124.94K | -18.8% | $3.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Jane Street Group, Llc | 124.33K | -12.1% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 83.73K | +42.6% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 48.97K | +38.5% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 48.97K | +38.5% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 28.26K | +46.1% | $731,651 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 28.26K | +46.1% | $731,651 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 28.26K | +46.1% | $731,651 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 28.02K | 新增 | $724,375 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 28.02K | 新增 | $724,375 | 0.0% | New | 1 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 24.00K | +203.2% | $619,729 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 22.65K | +108.8% | $585,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 9.03K | 新增 | $233,322 | 0.0% | New | 1 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 9.02K | 新增 | $233,115 | 0.0% | New | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 2.01K | +200900.0% | $51,981 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 2.01K | +200900.0% | $51,981 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.59K | 新增 | $41,204 | 0.0% | New | 1 | SEC ↗ |
| 42 | UBS Group AG | 19 | -94.7% | $491 | 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
| Bank Of America Corp /De/ | $3.98M | 0.0% |
| Bank of New York Mellon Corp | $724,375 | 0.0% |
| Bank of New York Mellon Corp | $724,375 | 0.0% |
| Goldman Sachs Group | $233,322 | 0.0% |
| Quantinno Capital Management… | $233,115 | 0.0% |
| Fidelity (FMR) | $41,204 | 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): 163 持有人, 103.54M 股份, $2.53B 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