13F 机构持仓

Capital Group Private Client Services, Inc.

Los Angeles CA · SEC CIK 0001857666

2026Q22026Q1 更早 9 个季度 🔒
$59.31亿2026Q1 申报市值
240持仓数
62.9%前十大占比 · 第一大 18.4%
14 / 59新建仓 / 清仓
申报市值走势$70.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGGR 18.4%
CGGO 13.3%
CGDV 8.3%
GOOG 4.2%
GOOGL 3.7%
CGDG 3.6%
CGGE 3.6%
CGUS 3.3%
CGCV 2.7%
CGXU 1.8%

2026Q1 买入最多 按季末市值估算

CGGR 加仓+$1.26亿
CGGO 加仓+$8,423.66万
CGDV 加仓+$6,301.71万
CGCV 加仓+$4,907.45万
AZN 新建仓+$4,710.03万

2026Q1 卖出最多 按季末市值估算

AVGO 减仓-$4,757.02万
MSFT 减仓-$2,555.88万
TSM 减仓-$2,147.40万
AAPL 减仓-$2,136.51万
GOOG 减仓-$2,012.52万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
TJX TJX COS INC NEW $569.06万0.10%35,633 -25,417-41.6% -$405.91万 减仓
GLD SPDR GOLD TR $572.24万0.10%13,299 4,46650.6% $192.17万 加仓
AME AMETEK INC $579.99万0.10%27,057 -15,926-37.1% -$341.39万 减仓
PNC PNC FINL SVCS GROUP INC $582.51万0.10%27,993 -7,725-21.6% -$160.75万 减仓
MELI MERCADOLIBRE INC $610.34万0.10%3,530 -7,143-66.9% -$1,235.04万 减仓
ETR ENTERGY CORP NEW $618.60万0.10%55,055 -9,332-14.5% -$104.85万 减仓
DHR DANAHER CORP DEL $626.48万0.11%33,042 -15,684-32.2% -$297.37万 减仓
URI UNITED RENTALS INC $636.91万0.11%8,742 -6,624-43.1% -$482.60万 减仓
ATI ATI INC $645.10万0.11%44,349 -19,018-30.0% -$276.64万 减仓
AJG GALLAGHER ARTHUR J & CO $645.39万0.11%29,799 -14,954-33.4% -$323.87万 减仓
IWR ISHARES TR $653.98万0.11%67,261 -188-0.3% -$1.83万 减仓
— EXXON MOBIL CORP $656.64万0.11%38,703 -16,187-29.5% -$274.63万 减仓
APH AMPHENOL CORP $658.75万0.11%52,137 11,43728.1% $144.51万 加仓
SPTM SPDR SERIES TRUST $671.42万0.11%84,925 00.0% — 不变
CGCB CAPITAL GRP FIXED INCM ETF T $677.52万0.11%258,003 223,098639.2% $585.86万 加仓
TSCO TRACTOR SUPPLY CO $686.98万0.12%151,651 -68,568-31.1% -$310.61万 减仓
DB DEUTSCHE BK AG $689.32万0.12%236,945 -423,147-64.1% -$1,231.02万 减仓
AVUS AMERICAN CENTY ETF TR $692.00万0.12%62,241 1240.2% $1.38万 加仓
SPGI S&P GLOBAL INC $723.33万0.12%17,006 -4,190-19.8% -$178.22万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $724.45万0.12%11,746 -1-0.0% -$617 减仓
TRP TC ENERGY CORP $753.52万0.13%120,336 -106,283-46.9% -$665.52万 减仓
WCN WASTE CONNECTIONS INC $773.75万0.13%47,633 -17,139-26.5% -$278.41万 减仓
— CAPITAL GROUP EQUITY ETF TR $783.09万0.13%309,032 2,3990.8% $6.08万 加仓
AON AON PLC $791.33万0.13%24,516 -18,055-42.4% -$582.78万 减仓
BIV VANGUARD BD INDEX FDS $824.00万0.14%106,764 4,3674.3% $33.70万 加仓
ONC BEONE MEDICINES LTD $851.00万0.14%28,656 -13,127-31.4% -$389.83万 减仓
VRTX VERTEX PHARMACEUTICALS INC $858.52万0.14%19,226 -4,626-19.4% -$206.57万 减仓
UNH UNITEDHEALTH GROUP INC $870.33万0.15%32,164 -15,801-32.9% -$427.56万 减仓
CRM SALESFORCE INC $901.09万0.15%48,272 -24,202-33.4% -$451.78万 减仓
NOW SERVICENOW INC $923.82万0.16%88,362 -51,753-36.9% -$541.08万 减仓
CGHM CAPITAL GRP FIXED INCM ETF T $955.28万0.16%377,282 131,66253.6% $333.37万 加仓
B BARRICK MNG CORP $963.71万0.16%235,991 -68,147-22.4% -$278.29万 减仓
COP CONOCOPHILLIPS $978.17万0.16%74,104 -34,009-31.5% -$448.92万 减仓
IWM ISHARES TR $997.43万0.17%40,219 1,2913.3% $32.02万 加仓
IR INGERSOLL RAND INC $998.99万0.17%124,687 -64,873-34.2% -$519.76万 减仓
CGBL CAPITAL GROUP CORE BALANCED $1,024.77万0.17%297,810 89,83143.2% $309.11万 加仓
CNP CENTERPOINT ENERGY INC $1,066.95万0.18%247,208 -31,710-11.4% -$136.86万 减仓
TDG TRANSDIGM GROUP INC $1,120.83万0.19%9,671 -4,355-31.0% -$504.73万 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $1,128.13万0.19%414,296 1440.0% $3,921 加仓
VT VANGUARD INTL EQUITY INDEX F $1,131.03万0.19%81,769 22,82638.7% $315.73万 加仓
MA MASTERCARD INCORPORATED $1,135.13万0.19%22,718 -14,346-38.7% -$716.81万 减仓
— CAPITAL GROUP EQUITY ETF TR $1,150.58万0.19%430,123 216,661101.5% $579.57万 加仓
SHOP SHOPIFY INC $1,221.69万0.21%102,992 19,84623.9% $235.41万 加仓
RYAAY RYANAIR HOLDINGS PLC $1,226.87万0.21%212,262 -41,796-16.5% -$241.58万 减仓
ABBV ABBVIE INC $1,253.74万0.21%57,646 -3,514-5.7% -$76.43万 减仓
MDLZ MONDELEZ INTL INC $1,260.24万0.21%218,640 -53,176-19.6% -$306.51万 减仓
IJR ISHARES TR $1,359.95万0.23%109,400 2,1812.0% $27.11万 加仓
VCSH VANGUARD SCOTTSDALE FDS $1,412.28万0.24%178,161 00.0% — 不变
LLY ELI LILLY & CO $1,431.90万0.24%15,568 -6,397-29.1% -$588.38万 减仓
— DIMENSIONAL ETF TRUST $1,440.63万0.24%370,724 313,773551.0% $1,219.32万 加仓
ATO ATMOS ENERGY CORP $1,491.56万0.25%80,747 -25,854-24.3% -$477.58万 减仓
ABT ABBOTT LABORATORIES $1,504.35万0.25%146,523 -85,370-36.8% -$876.49万 减仓
SPTS SPDR SERIES TRUST $1,558.78万0.26%534,195 -6,000-1.1% -$17.51万 减仓
RCL ROYAL CARIBBEAN GROUP $1,571.44万0.26%57,106 -29,046-33.7% -$799.29万 减仓
VB VANGUARD INDEX FDS $1,580.54万0.27%60,344 2,9465.1% $77.16万 加仓
MU MICRON TECHNOLOGY INC $1,624.77万0.27%48,093 -21,822-31.2% -$737.23万 减仓
RTX RTX CORPORATION $1,750.49万0.30%90,746 -20,736-18.6% -$400.00万 减仓
VTI VANGUARD INDEX FDS $1,771.59万0.30%55,222 -3,709-6.3% -$118.99万 减仓
AMGN AMGEN INC $1,882.08万0.32%53,491 -20,800-28.0% -$731.85万 减仓
WELL WELLTOWER INC $1,898.19万0.32%96,009 -10,245-9.6% -$202.55万 减仓
MRSH MARSH & MCLENNAN COS INC $2,051.15万0.35%118,256 -59,965-33.6% -$1,040.09万 减仓
LIN LINDE PLC $2,080.85万0.35%41,973 -15,918-27.5% -$789.15万 减仓
CGSM CAPITAL GRP FIXED INCM ETF T $2,104.54万0.35%800,815 21,8392.8% $57.39万 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $2,168.77万0.37%738,682 255,34052.8% $749.68万 加仓
V VISA INC $2,200.76万0.37%72,815 -49,669-40.6% -$1,501.20万 减仓
NVDA NVIDIA CORPORATION $2,429.08万0.41%139,282 4330.3% $7.55万 加仓
CEG CONSTELLATION ENERGY CORP $2,438.13万0.41%87,310 -33,250-27.6% -$928.51万 减仓
NOC NORTHROP GRUMMAN CORP $2,446.17万0.41%35,855 -15,956-30.8% -$1,088.58万 减仓
PM PHILIP MORRIS INTL INC $2,747.41万0.46%166,167 -73,497-30.7% -$1,215.20万 减仓
KLAC KLA CORP $3,078.37万0.52%20,907 -8,356-28.6% -$1,230.35万 减仓
SPY STATE STR SPDR S&P 500 ETF T $3,113.27万0.52%47,871 -4,805-9.1% -$312.49万 减仓
JPM JPMORGAN CHASE & CO $3,305.30万0.56%112,364 -58,142-34.1% -$1,710.31万 减仓
IVV ISHARES TR $3,412.87万0.58%52,247 28,769122.5% $1,879.24万 加仓
GEV GE VERNOVA INC $3,445.95万0.58%39,477 -19,354-32.9% -$1,689.41万 减仓
TTE TOTALENERGIES SE $3,828.39万0.65%409,367 -21,013-4.9% -$196.51万 减仓
GE GE AEROSPACE $3,925.56万0.66%138,336 -67,892-32.9% -$1,926.57万 减仓
IAU ISHARES GOLD TR $4,040.29万0.68%458,291 40,7159.8% $358.94万 加仓
CGIE CAPITAL GROUP INTERNATIONAL $4,217.08万0.71%1,246,919 202,44919.4% $684.68万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $4,320.00万0.73%1,591,159 35,0782.3% $95.24万 加仓
AZN ASTRAZENECA PLC $4,710.03万0.79%241,824 241,824— $4,710.03万 新建仓
META META PLATFORMS INC $4,995.90万0.84%87,321 -16,643-16.0% -$952.20万 减仓
AAPL APPLE INC $5,346.26万0.90%210,657 -84,184-28.6% -$2,136.51万 减仓
AMZN AMAZON COM INC $5,765.70万0.97%276,838 -35,099-11.3% -$731.01万 减仓
CGSD CAPITAL GRP FIXED INCM ETF T $6,161.43万1.04%2,389,077 42,1691.8% $108.75万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $6,215.31万1.05%183,912 -63,542-25.7% -$2,147.40万 减仓
MSFT MICROSOFT CORP $6,550.86万1.10%176,969 -69,046-28.1% -$2,555.88万 减仓
CGIC CAPITAL GROUP INTERNATIONAL $7,275.07万1.23%2,197,241 554,48633.8% $1,835.90万 加仓
VOO VANGUARD INDEX FDS $7,774.73万1.31%130,110 2,8782.3% $171.98万 加仓
AVGO BROADCOM INC $9,668.27万1.63%312,373 -153,695-33.0% -$4,757.02万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $1.01亿1.70%3,194,933 543,48720.5% $1,715.79万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $1.05亿1.78%3,571,580 334,86110.3% $987.51万 加仓
CGCV CAPITAL GROUP CONSERVATIVE E $1.60亿2.70%5,378,772 1,646,24444.1% $4,907.45万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $1.96亿3.30%5,098,451 398,3518.5% $1,530.46万 加仓
CGGE CAPITAL GROUP GLOBAL EQUITY $2.11亿3.56%6,918,527 1,505,42327.8% $4,591.54万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $2.13亿3.59%5,937,518 756,74214.6% $2,716.70万 加仓
GOOGL ALPHABET INC $2.19亿3.69%761,134 -29,637-3.7% -$852.24万 减仓
GOOG ALPHABET INC $2.50亿4.22%872,990 -70,157-7.4% -$2,012.52万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $4.95亿8.34%11,634,043 1,481,36014.6% $6,301.71万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $7.89亿13.30%23,643,002 2,524,32212.0% $8,423.66万 加仓
CGGR CAPITAL GROUP GROWTH ETF $10.91亿18.40%27,158,074 3,131,88013.0% $1.26亿 加仓