CGUS — Capital Group Core Equity Et 机构持仓 · 2026年Q3
谁持有 Capital Group Core Equity Et(CGUS)?2026年Q3(报告期截至 2026-09-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 3,998.35 万美元。前几大持有机构:Farther Finance Advisors, LLC(1,330.00 万美元)、Venture Visionary Partners LLC(640.00 万美元)、M.E. Allison & Co., Inc.(380.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $13.3M | 299,015 | 增持 |
| 2 | Venture Visionary Partners LLC | $6.4M | 143,091 | 增持 |
| 3 | M.E. ALLISON & CO., INC. | $3.8M | 86,253 | 增持 |
| 4 | Wealth Group Ltd | $3.7M | 83,154 | 增持 |
| 5 | Olistico Wealth, LLC | $3.0M | 68,306 | 增持 |
| 6 | Lincoln Capital LLC | $2.2M | 48,590 | 增持 |
| 7 | Bill Few Associates, Inc. | $1.9M | 42,936 | 增持 |
| 8 | PRIVATE CLIENT SERVICES, LLC | $1.7M | 38,604 | 增持 |
| 9 | TITLEIST ASSET MANAGEMENT, LLC | $1.0M | 23,030 | 增持 |
| 10 | Wealth Science Advisors LLC | $1.0M | 23,018 | 持平 |
| 11 | AVAII WEALTH MANAGEMENT, LLC | $341,050 | 7,589 | 持平 |
| 12 | Towneley Capital Management, Inc / DE | $311,500 | 7,000 | 持平 |
| 13 | First Heartland Consultants, Inc. | $302,984 | 6,809 | 减持 |
| 14 | ECLECTIC ASSOCIATES INC /ADV | $302,066 | 6,788 | 减持 |
| 15 | CapWealth Advisors, LLC | $252,493 | 5,674 | 减持 |
| 16 | Gradient Investments LLC | $211,998 | 4,764 | 新建仓 |
| 17 | CoreCap Advisors, LLC | $71,474 | 1,606 | 增持 |
| 18 | Trust Co | $37,380 | 840 | 减持 |
| 19 | CX Institutional | $15,000 | 333 | 减持 |
| 20 | Central Pacific Bank - Trust Division | $6,764 | 152 | 持平 |
| 21 | MassMutual Private Wealth & Trust, FSB | $1,691 | 38 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30