CGCV CAPITAL GROUP CONSERVATIVE E
SHS
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 159 | 49,707,490 | $16.31亿 | 20 | 100 | 20 | 6 | $2.20亿 |
| 2026Q1 | 144 | 43,061,528 | $12.84亿 | 22 | 85 | 19 | 10 | $1.70亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| WELLS FARGO & COMPANY/MN | 加仓 | $4,584.71万 |
| LPL Financial LLC | 加仓 | $3,527.33万 |
| DMKC Advisory Services, LLC | 加仓 | $2,895.38万 |
| Capital Group Private Client Services, Inc. | 加仓 | $2,609.33万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,876.59万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,322.17万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,132.85万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $816.07万 |
| Cetera Investment Advisers | 加仓 | $733.26万 |
| Western Wealth Management, LLC | 加仓 | $614.05万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $555.39万 |
| OSAIC HOLDINGS, INC. | 加仓 | $448.64万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $322.46万 |
| Compton Financial Group, LLC | 加仓 | $312.92万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $294.42万 |
| GTS SECURITIES LLC | 加仓 | $278.29万 |
| Integrated Wealth Concepts LLC | 加仓 | $273.72万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $214.79万 |
| Confluence Wealth Services, Inc. | 加仓 | $214.78万 |
| Equitable Holdings, Inc. | 加仓 | $180.38万 |
2026Q2 卖出最多
| CITADEL ADVISORS LLC | 清仓 | -$1,930.22万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$612.29万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$458.22万 |
| JANE STREET GROUP, LLC | 清仓 | -$396.98万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$248.43万 |
| Golden State Wealth Management, LLC | 减仓 | -$179.54万 |
| Evernest Financial Advisors, LLC | 减仓 | -$108.34万 |
| PCG Wealth Advisors, LLC | 清仓 | -$93.49万 |
| Gateway Wealth Partners, LLC | 减仓 | -$68.55万 |
| Independent Advisor Alliance | 清仓 | -$63.23万 |
| Virtu Financial LLC | 减仓 | -$37.26万 |
| Tribridge Partners Financial LLC | 减仓 | -$34.96万 |
| Mariner, LLC | 清仓 | -$30.12万 |
| STIFEL FINANCIAL CORP | 减仓 | -$25.09万 |
| Perennial Investment Advisors, LLC | 重新持有 | -$20.10万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 减仓 | -$13.66万 |
| Kingsview Wealth Management, LLC | 减仓 | -$12.10万 |
| ST GERMAIN D J CO INC | 减仓 | -$8.22万 |
| LongView Wealth Management | 减仓 | -$8.06万 |
| CWS Financial Advisors, LLC | 减仓 | -$7.05万 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| Capital International Investors | 9,974,763 | $3.27亿 | 0.07% | 44,788 | 加仓 |
| Capital Group Private Client Services, Inc. | 6,173,813 | $2.03亿 | 2.86% | 795,041 | 加仓 |
| LPL Financial LLC | 5,739,104 | $1.88亿 | 0.04% | 1,074,751 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,944,594 | $9,664.16万 | 0.03% | 571,784 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,480,604 | $8,141.34万 | 0.02% | 345,170 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,062,800 | $6,770.11万 | 0.01% | 1,396,927 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,279,141 | $4,198.14万 | 0.02% | 65,446 | 加仓 |
| Cetera Investment Advisers | 1,115,546 | $3,661.22万 | 0.03% | 223,418 | 加仓 |
| DMKC Advisory Services, LLC | 951,600 | $3,123.15万 | 5.90% | 882,200 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 907,295 | $2,957.78万 | 0.01% | 250,328 | 加仓 |
| STIFEL FINANCIAL CORP | 830,708 | $2,726.38万 | 0.02% | -7,644 | 减仓 |
| Tribridge Partners Financial LLC | 783,414 | $2,594.67万 | 10.17% | -10,555 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 750,972 | $2,464.70万 | 0.03% | 402,854 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 646,077 | $2,137.87万 | 0.04% | -185,038 | 减仓 |
| Envision Financial Planning, LLC | 639,031 | $2,097.30万 | 6.82% | 10,083 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 638,323 | $2,094.98万 | 0.03% | -75,694 | 减仓 |
| Clearstead Trust, LLC | 535,806 | $1,758.51万 | 2.30% | 22,052 | 加仓 |
| Souders Financial Advisors | 510,787 | $1,676.40万 | 1.69% | 41,449 | 加仓 |
| OSAIC HOLDINGS, INC. | 488,025 | $1,601.79万 | 0.02% | 136,691 | 加仓 |
| HighPoint Advisor Group LLC | 458,403 | $1,504.48万 | 0.53% | 1,159 | 加仓 |
| MML INVESTORS SERVICES, LLC | 451,251 | $1,481.00万 | 0.03% | 89,707 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 442,182 | $1,451.24万 | 0.00% | 169,224 | 加仓 |
| Confluence Wealth Services, Inc. | 416,050 | $1,365.47万 | 0.39% | 65,443 | 加仓 |
| ST GERMAIN D J CO INC | 377,878 | $1,240.20万 | 0.45% | -2,506 | 减仓 |
| AdvisorNet Financial, Inc | 367,686 | $1,206.75万 | 0.55% | 25,851 | 加仓 |
| &PARTNERS | 339,871 | $1,119.79万 | 0.05% | 29,844 | 加仓 |
| J. Derek Lewis & Associates Inc. | 327,614 | $1,075.22万 | 2.03% | 45,758 | 加仓 |
| Steward Partners Investment Advisory, LLC | 325,155 | $1,067.16万 | 0.05% | 98,250 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 323,624 | $1,062.13万 | 0.14% | 20,838 | 加仓 |
| Valmark Advisers, Inc. | 323,620 | $1,062.12万 | 0.11% | 42,914 | 加仓 |
| Carson Advisory Inc. | 301,168 | $988.43万 | 4.54% | 8,739 | 加仓 |
| RM Financial Services, LLC | 283,285 | $929.74万 | 6.91% | 2,327 | 加仓 |
| Troutman Wealth Management, LLC | 251,579 | $825.68万 | 6.35% | 4,601 | 加仓 |
| FINANCIAL MANAGEMENT NETWORK INC | 247,291 | $813.09万 | 1.17% | 36,785 | 加仓 |
| ROYAL BANK OF CANADA | 233,457 | $766.20万 | 0.00% | 49,972 | 加仓 |
| Midwest Heritage Bank, FSB | 232,205 | $762.10万 | 2.16% | 10,535 | 加仓 |
| Western Wealth Management, LLC | 211,642 | $694.61万 | 0.23% | 187,096 | 加仓 |
| Janney Montgomery Scott LLC | 207,618 | $681.40万 | 0.01% | 27,557 | 加仓 |
| Baird Financial Group, Inc. | 195,170 | $640.55万 | 0.01% | 4,415 | 加仓 |
| Apollon Wealth Management, LLC | 186,453 | $611.94万 | 0.07% | 23,588 | 加仓 |
| Compton Financial Group, LLC | 180,287 | $591.70万 | 1.14% | 95,345 | 加仓 |
| Kestra Advisory Services, LLC | 168,363 | $552.57万 | 0.02% | 23,708 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 164,344 | $539.38万 | 0.05% | 0 | 不变 |
| REGATTA CAPITAL GROUP, LLC | 148,056 | $485.92万 | 0.65% | 16,095 | 加仓 |
| TRUIST FINANCIAL CORP | 140,440 | $460.92万 | 0.01% | 10,023 | 加仓 |
| Integrated Wealth Concepts LLC | 126,136 | $413.98万 | 0.02% | 83,400 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 115,255 | $378.25万 | 0.06% | -4,163 | 减仓 |
| GTS SECURITIES LLC | 107,991 | $354.43万 | 0.07% | 84,794 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 104,309 | $342.34万 | 0.01% | 5,489 | 加仓 |
| FOUNDERS FINANCIAL SECURITIES LLC | 97,411 | $319.70万 | 0.16% | 1,980 | 加仓 |
内部人交易（Form 4）
CGCV 董事、高管和大股东的最新买卖申报。专业版可看 🔒