CGBL — Capital Group Core Balanced 机构持仓 · 2026年Q3
谁持有 Capital Group Core Balanced（CGBL）？2026年Q3（报告期截至 2026-09-30）共有 19 家机构在 SEC 13F 申报中报告持有，合计 3,953.73 万美元。前几大持有机构：Venture Visionary Partners LLC（1,240.00 万美元）、Worth Asset Management, LLC（740.00 万美元）、First Heartland Consultants, Inc.（590.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $12.4M | 336,374 | 增持 |
| 2 | Worth Asset Management, LLC | $7.4M | 201,745 | 减持 |
| 3 | First Heartland Consultants, Inc. | $5.9M | 160,324 | 增持 |
| 4 | PRIVATE CLIENT SERVICES, LLC | $4.0M | 108,591 | 增持 |
| 5 | TITLEIST ASSET MANAGEMENT, LLC | $1.5M | 40,690 | 减持 |
| 6 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.4M | 36,748 | 减持 |
| 7 | Wisconsin Wealth Advisors, LLC | $1.3M | 35,694 | 增持 |
| 8 | Lincoln Capital LLC | $1.1M | 29,639 | 增持 |
| 9 | Nautilus Advisors LLC | $1.1M | 29,274 | 减持 |
| 10 | Farther Finance Advisors, LLC | $791,411 | 21,535 | 减持 |
| 11 | FINANCIAL MANAGEMENT NETWORK INC | $682,806 | 18,489 | 减持 |
| 12 | Williams & Novak, LLC | $554,580 | 15,091 | 减持 |
| 13 | Bill Few Associates, Inc. | $437,325 | 11,900 | 增持 |
| 14 | Cooper Financial Group | $399,836 | 10,880 | 增持 |
| 15 | Retireful, LLC | $298,447 | 8,121 | 增持 |
| 16 | M.E. ALLISON & CO., INC. | $235,568 | 6,410 | 持平 |
| 17 | CX Institutional | $78,000 | 2,120 | 新建仓 |
| 18 | CoreCap Advisors, LLC | $77,984 | 2,122 | 增持 |
| 19 | Trust Co | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30