CGCP — Capital Grp Fixed Incm ETF T 机构持仓 · 2026年Q3
谁持有 Capital Grp Fixed Incm ETF T(CGCP)?2026年Q3(报告期截至 2026-09-30)共有 15 家机构在 SEC 13F 申报中报告持有,合计 5,206.09 万美元。前几大持有机构:Stonebridge Financial Group, LLC(3,460.00 万美元)、Farther Finance Advisors, LLC(720.00 万美元)、Stewardship Concepts Financial Services LLC(470.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $34.6M | 1.6M | 减持 |
| 2 | Farther Finance Advisors, LLC | $7.2M | 339,870 | 减持 |
| 3 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $4.7M | 223,243 | 增持 |
| 4 | Venture Visionary Partners LLC | $1.8M | 83,853 | 增持 |
| 5 | TrueWealth Advisors, LLC | $1.2M | 56,512 | 增持 |
| 6 | FINANCIAL MANAGEMENT NETWORK INC | $774,768 | 36,580 | 减持 |
| 7 | Capital Planning LLC | $574,256 | 27,126 | 减持 |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $335,835 | 15,864 | 增持 |
| 9 | CoreCap Advisors, LLC | $320,604 | 15,144 | 增持 |
| 10 | Peterson Wealth Advisors, LLC | $315,029 | 14,881 | 减持 |
| 11 | Olistico Wealth, LLC | $242,883 | 11,473 | 增持 |
| 12 | Lincoln Capital LLC | $0 | 0 | 清仓 |
| 13 | CX Institutional | $0 | 0 | 清仓 |
| 14 | Breakwater Capital Group | $0 | 0 | 清仓 |
| 15 | Hickory Point Bank & Trust | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30