CGMS — Capital Grp Fixed Incm ETF T 机构持仓 · 2026年Q3

Name: 谁持有 CGMS？23 家机构、4,574 万美元（2026年Q3）
Creator: ko.io

谁持有 Capital Grp Fixed Incm ETF T（CGMS）？2026年Q3（报告期截至 2026-09-30）共有 23 家机构在 SEC 13F 申报中报告持有，合计 4,574.33 万美元。前几大持有机构：TrueWealth Advisors, LLC（2,180.00 万美元）、Stewardship Concepts Financial Services LLC（500.00 万美元）、LifeGoal Investments, LLC（460.00 万美元）。

排名	机构	市值	股数	变动
1	TrueWealth Advisors, LLC	$21.8M	831,862	增持
2	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$5.0M	190,745	增持
3	LifeGoal Investments, LLC	$4.6M	173,716	增持
4	Venture Visionary Partners LLC	$3.0M	114,236	增持
5	Cadent Capital Advisors, LLC	$2.8M	107,055	新建仓
6	Farther Finance Advisors, LLC	$1.5M	58,549	增持
7	Stonebridge Financial Group, LLC	$1.4M	54,434	增持
8	M.E. ALLISON & CO., INC.	$1.0M	39,340	增持
9	TITLEIST ASSET MANAGEMENT, LLC	$684,474	26,095	减持
10	Capital Planning LLC	$570,774	21,760	增持
11	Cooper Financial Group	$561,945	21,424	增持
12	Freestate Advisors LLC	$455,395	17,362	增持
13	Avidian Wealth Enterprises, LLC	$393,583	15,005	增持
14	ACT WEALTH MANAGEMENT, LLC	$392,925	14,980	增持
15	First Heartland Consultants, Inc.	$358,304	13,660	增持
16	Meadowbrook Wealth Management, LLC	$358,040	13,650	增持
17	CoreCap Advisors, LLC	$322,502	12,295	增持
18	Peterson Wealth Advisors, LLC	$320,752	12,228	减持
19	Olistico Wealth, LLC	$84,723	3,230	增持
20	GK Wealth Management LLC	$52,460	2,000	新建仓
21	CX Institutional	$8,000	300	减持
22	Lincoln Capital LLC	$0	0	清仓
23	FIG FINANCIAL ADVISORY SERVICES INC /ADV	$0	0	清仓

来源：SEC 13F 申报文件 · 截至 2026-09-30