CGSM — Capital Grp Fixed Incm ETF T 机构持仓 · 2026年Q3
谁持有 Capital Grp Fixed Incm ETF T(CGSM)?2026年Q3(报告期截至 2026-09-30)共有 9 家机构在 SEC 13F 申报中报告持有,合计 840.43 万美元。前几大持有机构:Apella Capital, LLC(380.00 万美元)、Wealth Science Advisors LLC(310.00 万美元)、Peterson Wealth Advisors, LLC(46.02 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $3.8M | 149,296 | 减持 |
| 2 | Wealth Science Advisors LLC | $3.1M | 119,300 | 增持 |
| 3 | Peterson Wealth Advisors, LLC | $460,245 | 17,901 | 减持 |
| 4 | First Heartland Consultants, Inc. | $351,203 | 13,660 | 减持 |
| 5 | TrueWealth Advisors, LLC | $333,659 | 12,978 | 持平 |
| 6 | Avidian Wealth Enterprises, LLC | $205,680 | 8,000 | 持平 |
| 7 | Farther Finance Advisors, LLC | $96,233 | 3,743 | 减持 |
| 8 | CoreCap Advisors, LLC | $51,651 | 2,009 | 减持 |
| 9 | CX Institutional | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30