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 🔒 | ||||||||
2026Q1 买入最多
| Capital Group Private Client Services, Inc. | 加仓 | $4,907.45万 |
| LPL Financial LLC | 加仓 | $2,150.39万 |
| CITADEL ADVISORS LLC | 加仓 | $1,610.20万 |
| Souders Financial Advisors | 新建仓 | $1,399.10万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,004.53万 |
| AdvisorNet Financial, Inc | 加仓 | $908.29万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $898.24万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $811.42万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $753.10万 |
| Clearstead Trust, LLC | 加仓 | $619.03万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $429.20万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $401.02万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $316.77万 |
| Cetera Investment Advisers | 加仓 | $297.51万 |
| Kestra Advisory Services, LLC | 加仓 | $293.86万 |
| &PARTNERS | 加仓 | $285.97万 |
| Compton Financial Group, LLC | 新建仓 | $253.21万 |
| Confluence Wealth Services, Inc. | 加仓 | $249.05万 |
| Midwest Heritage Bank, FSB | 加仓 | $233.88万 |
| JANE STREET GROUP, LLC | 重新持有 | $215.82万 |
2026Q1 卖出最多
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1,782.43万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$483.15万 |
| Evernest Financial Advisors, LLC | 减仓 | -$373.18万 |
| TRUIST FINANCIAL CORP | 减仓 | -$328.13万 |
| STIFEL FINANCIAL CORP | 减仓 | -$296.65万 |
| GTS SECURITIES LLC | 减仓 | -$172.94万 |
| Canandaigua National Trust Co of Florida | 清仓 | -$145.51万 |
| Brookstone Capital Management | 减仓 | -$143.21万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 减仓 | -$132.24万 |
| Trademark Financial Management, LLC | 清仓 | -$104.62万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$98.38万 |
| Advisory Services Network, LLC | 重新持有 | -$46.45万 |
| Kingsview Wealth Management, LLC | 减仓 | -$40.58万 |
| JSF Financial, LLC | 清仓 | -$31.14万 |
| CONTINENTAL INVESTORS SERVICES, INC. | 清仓 | -$21.37万 |
| Stratos Wealth Advisors, LLC | 清仓 | -$20.79万 |
| Merited Wealth, LLC | 清仓 | -$17.89万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$17.56万 |
| Bulwark Capital Corp | 减仓 | -$14.76万 |
| ST GERMAIN D J CO INC | 减仓 | -$8.46万 |
2026Q1 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 | 9,929,975 | $2.96亿 | 0.07% | 1,497 | 加仓 |
| Capital Group Private Client Services, Inc. | 5,378,772 | $1.60亿 | 2.70% | 1,646,244 | 加仓 |
| LPL Financial LLC | 4,664,353 | $1.39亿 | 0.04% | 721,366 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,372,810 | $7,073.35万 | 0.02% | -597,931 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,135,434 | $6,365.73万 | 0.02% | 336,976 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,213,695 | $3,618.02万 | 0.02% | 134,526 | 加仓 |
| Cetera Investment Advisers | 892,128 | $2,659.43万 | 0.03% | 99,802 | 加仓 |
| STIFEL FINANCIAL CORP | 838,352 | $2,499.13万 | 0.02% | -99,515 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 831,115 | $2,479.22万 | 0.05% | 2,653 | 加仓 |
| Tribridge Partners Financial LLC | 793,969 | $2,368.41万 | 9.80% | 36,008 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 714,017 | $2,128.48万 | 0.03% | 143,977 | 加仓 |
| WELLS FARGO & COMPANY/MN | 665,873 | $1,984.97万 | 0.00% | 301,323 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 656,967 | $1,932.14万 | 0.01% | 275,899 | 加仓 |
| CITADEL ADVISORS LLC | 647,506 | $1,930.22万 | 0.00% | 540,155 | 加仓 |
| Envision Financial Planning, LLC | 628,948 | $1,874.90万 | 6.78% | 24,819 | 加仓 |
| Clearstead Trust, LLC | 513,754 | $1,531.50万 | 2.50% | 207,660 | 加仓 |
| Souders Financial Advisors | 469,338 | $1,399.10万 | 1.60% | 469,338 | 新建仓 |
| HighPoint Advisor Group LLC | 457,244 | $1,363.05万 | 0.57% | 13,274 | 加仓 |
| ST GERMAIN D J CO INC | 380,384 | $1,133.92万 | 0.45% | -2,838 | 减仓 |
| MML INVESTORS SERVICES, LLC | 361,544 | $1,077.76万 | 0.03% | 40,491 | 加仓 |
| OSAIC HOLDINGS, INC. | 351,334 | $1,047.35万 | 0.02% | 69,885 | 加仓 |
| Confluence Wealth Services, Inc. | 350,607 | $1,045.16万 | 0.41% | 83,545 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 348,118 | $1,037.70万 | 0.03% | 27,839 | 加仓 |
| AdvisorNet Financial, Inc | 341,835 | $1,019.01万 | 0.53% | 304,694 | 加仓 |
| &PARTNERS | 310,027 | $924.19万 | 0.05% | 95,931 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 302,786 | $902.61万 | 0.14% | 252,633 | 加仓 |
| Carson Advisory Inc. | 292,429 | $871.73万 | 4.52% | 9,228 | 加仓 |
| J. Derek Lewis & Associates Inc. | 281,856 | $840.22万 | 1.89% | 3,651 | 加仓 |
| RM Financial Services, LLC | 280,958 | $837.54万 | 7.22% | -977 | 减仓 |
| Valmark Advisers, Inc. | 280,706 | $836.78万 | 0.10% | 46,735 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 272,958 | $813.69万 | 0.00% | 106,263 | 加仓 |
| Troutman Wealth Management, LLC | 246,978 | $736.24万 | 6.14% | 721 | 加仓 |
| Steward Partners Investment Advisory, LLC | 226,905 | $676.40万 | 0.03% | 10,777 | 加仓 |
| Midwest Heritage Bank, FSB | 221,670 | $660.80万 | 2.12% | 78,458 | 加仓 |
| FINANCIAL MANAGEMENT NETWORK INC | 210,506 | $651.10万 | 1.00% | 14,481 | 加仓 |
| Baird Financial Group, Inc. | 190,755 | $568.64万 | 0.01% | 12,405 | 加仓 |
| ROYAL BANK OF CANADA | 183,485 | $547.00万 | 0.00% | 36,784 | 加仓 |
| Janney Montgomery Scott LLC | 180,061 | $536.80万 | 0.01% | 36,559 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 164,344 | $489.91万 | 0.05% | 18,736 | 加仓 |
| Apollon Wealth Management, LLC | 162,865 | $485.50万 | 0.08% | 44,685 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 153,714 | $458.22万 | 0.00% | -33,003 | 减仓 |
| Kestra Advisory Services, LLC | 144,655 | $431.22万 | 0.02% | 98,578 | 加仓 |
| Evernest Financial Advisors, LLC | 129,884 | $403.94万 | 0.83% | -119,994 | 减仓 |
| JANE STREET GROUP, LLC | 133,171 | $396.98万 | 0.00% | 72,400 | 重新持有 |
| REGATTA CAPITAL GROUP, LLC | 131,961 | $393.38万 | 0.60% | 20,441 | 加仓 |
| TRUIST FINANCIAL CORP | 130,417 | $388.77万 | 0.01% | -110,075 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 119,418 | $355.98万 | 0.06% | -44,363 | 减仓 |
| FOUNDERS FINANCIAL SECURITIES LLC | 95,431 | $295.17万 | 0.17% | 20,972 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 98,820 | $294.58万 | 0.01% | 12,931 | 加仓 |
| Compton Financial Group, LLC | 84,942 | $253.21万 | 0.56% | 84,942 | 新建仓 |
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 🔒