跳到正文

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

谁持有 Capital Grp Fixed Incm ETF T(CGMU)?2026年Q3(报告期截至 2026-09-30)共有 20 家机构在 SEC 13F 申报中报告持有,合计 4,837.01 万美元。前几大持有机构:Stonebridge Financial Group, LLC(1,990.00 万美元)、Leverty Financial Group, LLC(780.00 万美元)、Legacy Private Trust Co.(480.00 万美元)。

排名机构市值股数变动
1Stonebridge Financial Group, LLC$19.9M765,597增持
2Leverty Financial Group, LLC$7.8M301,063增持
3Legacy Private Trust Co.$4.8M184,373减持
4Farther Finance Advisors, LLC$4.1M159,237增持
5Capital Planning LLC$3.0M116,651减持
6TrueWealth Advisors, LLC$1.5M56,701增持
7STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$1.3M49,902减持
8RFG - Bristol Wealth Advisors, LLC$842,16332,466增持
9Avidian Wealth Enterprises, LLC$790,54730,476增持
10Bill Few Associates, Inc.$788,99130,416增持
11Sunburst Financial Group, LLC$702,32627,075新建仓
12Peterson Wealth Advisors, LLC$661,27225,492减持
13Wealth Group Ltd$618,85623,793持平
14RIVERSEDGE ADVISORS, LLC$463,98917,887新建仓
15First Heartland Consultants, Inc.$384,66414,829减持
16LifeGoal Investments, LLC$360,00713,878减持
17Ballew Advisors, Inc$292,35211,240持平
18CoreCap Advisors, LLC$49,1041,893增持
19Rosenberg Matthew Hamilton$42,2301,628持平
20CX Institutional$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30