CGDG — Capital Group Dividend Growe 机构持仓 · 2026年Q3
谁持有 Capital Group Dividend Growe(CGDG)?2026年Q3(报告期截至 2026-09-30)共有 16 家机构在 SEC 13F 申报中报告持有,合计 1,968.16 万美元。前几大持有机构:Shira Ridge Wealth Management(490.00 万美元)、Venture Visionary Partners LLC(470.00 万美元)、Nautilus Advisors LLC(200.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Shira Ridge Wealth Management | $4.9M | 131,588 | 增持 |
| 2 | Venture Visionary Partners LLC | $4.7M | 125,869 | 增持 |
| 3 | Nautilus Advisors LLC | $2.0M | 54,230 | 减持 |
| 4 | LifeGoal Investments, LLC | $1.5M | 40,542 | 减持 |
| 5 | Lincoln Capital LLC | $1.4M | 38,438 | 增持 |
| 6 | PRIVATE CLIENT SERVICES, LLC | $1.1M | 30,315 | 增持 |
| 7 | M.E. ALLISON & CO., INC. | $1.0M | 27,368 | 增持 |
| 8 | Farther Finance Advisors, LLC | $954,334 | 25,772 | 减持 |
| 9 | First Heartland Consultants, Inc. | $743,973 | 20,091 | 增持 |
| 10 | PUFF WEALTH MANAGEMENT, LLC | $586,233 | 15,831 | 增持 |
| 11 | TITLEIST ASSET MANAGEMENT, LLC | $351,507 | 9,492 | 减持 |
| 12 | Harpswell Capital Advisors, LLC | $259,210 | 7,000 | 持平 |
| 13 | GAMMA Investing LLC | $117,681 | 3,178 | 持平 |
| 14 | CoreCap Advisors, LLC | $41,288 | 1,115 | 增持 |
| 15 | CX Institutional | $23,000 | 634 | 减持 |
| 16 | Trust Co | $1,111 | 30 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30