证券记录 · 已归档季度
CGMS
Capital Group U.S. Multi-Sector Income ETF · Financial Services · Asset Management
39被追踪持有人
+3Δ持有人
88.80M持有股份
$2.43B报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +8.3% ·
股份流向 +16.3% ·
净新建仓位 +7.7%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +3 | 88.80M | $2.43B | +5 | −2 |
| Q1 2026 | 37 | +2 | 77.47M | $2.11B | +6 | −4 |
| Q4 2025 | 35 | 0 | 64.65M | $1.79B | — | — |
| Q3 2025 | 6 | 0 | 7.25M | $201.29M | — | — |
| Q2 2025 | 3 | +1 | 273.46K | $7.55M | +1 | — |
| Q1 2025 | 2 | 0 | 357.12K | $9.75M | — | — |
| Q4 2024 | 2 | 0 | 115.35K | $3.15M | — | — |
| Q3 2024 | 2 | +2 | 247.18K | $6.88M | +2 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 21.68M | +14.7% | $592.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 9.95M | +35.2% | $272.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 9.95M | +35.2% | $272.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 9.08M | +16.1% | $248.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 7.93M | +10.5% | $216.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 7.93M | +10.5% | $216.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Raymond James Financial Inc | 7.93M | +13.3% | $216.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 7.93M | +13.3% | $216.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 7.93M | +13.3% | $216.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 6.24M | +11.1% | $170.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 5.06M | +17.8% | $138.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 3.33M | -3.5% | $91.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 3.29M | +22.2% | $89.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 3.29M | +22.2% | $89.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 3.29M | +22.2% | $89.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 2.33M | +27.4% | $63.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 2.20M | +15.3% | $60.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 2.20M | +15.3% | $60.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 2.20M | +15.3% | $60.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 1.79M | +31.5% | $49.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 1.30M | +2.4% | $35.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 1.14M | +8.0% | $31.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 940.88K | +10.1% | $25.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 422.63K | +1.2% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 422.63K | +1.2% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 382.36K | +36.4% | $10.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 297.02K | +44.7% | $8.12M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 256.59K | 新增 | $7.01M | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 166.47K | +76.6% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Jane Street Group, Llc | 156.41K | 新增 | $4.27M | 0.0% | New | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 152.08K | +30.7% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 144.25K | +23.2% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 144.25K | +23.2% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 144.25K | +23.2% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Citigroup Inc | 115.72K | +131.9% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 108.08K | -26.2% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 101.37K | +915.5% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of America Corp /De/ | 94.22K | 新增 | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 44 | Captrust Financial Advisors | 81.05K | -4.0% | $2.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 59.48K | +29.1% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 49.59K | +176.1% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 49.59K | +176.1% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Focus Partners Wealth | 47.12K | +43.3% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Gotham Asset Management ✦ | 45.24K | +53.7% | $1.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 30.90K | 新增 | $844,497 | 0.0% | New | 1 | SEC ↗ |
| 51 | Mariner, LLC | 22.29K | -92.2% | $609,115 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 11.30K | 0.0% | $308,829 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Capital International Investors | 9.50K | 新增 | $259,526 | 0.0% | New | 1 | SEC ↗ |
| 54 | HighTower Advisors, LLC | 8.65K | -23.8% | $236,383 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 397 | +1269.0% | $10,850 | 0.0% | ▲ Add | 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
| Goldman Sachs Group | $7.01M | 0.0% |
| Jane Street Group, Llc | $4.27M | 0.0% |
| Bank Of America Corp /De/ | $2.57M | 0.0% |
| Renaissance Technologies | $844,497 | 0.0% |
| Capital International… | $259,526 | 0.0% |
已清仓
| Us Bancorp \De\ | $20,423 | 曾为 0.0% |
| Fidelity (FMR) | $17,509 | 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): 324 持有人, 122.52M 股份, $3.26B 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