US6480188100 - 美國新視野基金 股票 - 股價,機構持股,股東

基本數據
機構持有者 33 total, 33 long only, 0 short only, 0 long/short - change of -2.94% MRQ
平均投資組合配置 6.8225 % - change of 3.92% MRQ
機構持股(長期) 330,243,424 (ex 13D/G) - change of -2.42MM shares -0.73% MRQ
機構市值(長期) $ 20,603,911 USD ($1000)
機構持股和股東

American New Perspective Fund (US:US6480188100)擁有 33 家已向美國證券交易委員會(SEC)提交了13D/G或13F表格的機構持有人和股東。 這些機構持有總共330,243,424股。 最大的股東包括 RGWFX - American Funds Growth Portfolio Class R-5, AALTX - American Funds 2050 Target Date Retirement Fund Class A, AAGTX - American Funds 2040 Target Date Retirement Fund Class A, AAHTX - American Funds 2045 Target Date Retirement Fund Class A, AAMTX - American Funds 2055 Target Date Retirement Fund Class A, AANTX - American Funds 2060 Target Date Retirement Fund Class A, AAFTX - American Funds 2035 Target Date Retirement Fund Class A, PGGAX - American Funds Global Growth Portfolio Class A, AAETX - American Funds 2030 Target Date Retirement Fund Class A, and BLPAX - American Funds Moderate Growth and Income Portfolio Class A .

American New Perspective Fund (US6480188100)的機構持股結構顯示了機構和基金在該公司的當前持倉情況,以及最新的持倉變動。主要的股東可能包括個人投資者,互惠基金,對沖基金或機構。《13D附表》表示投資者持有(或曾持有)該公司超過5%的股份並且打算(或曾打算)積極追求業務策略的變化。《13G附表》表示被動投資超過5%。

US6480188100 / American New Perspective Fund Institutional Ownership
13F和NPORT申報文件

13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。 綠色行表示新增倉位。 紅色行表示已平倉位。 點擊連結 查看完整交易記錄。

升級 解鎖高級數據並導出至Excel .

呈報日期 來源 投資者 類型 均價
(預計)
股份數量 Δ 持股
(%)
申報
價值
($1000)
Δ 市值
(%)
投組占比
(%)
2025-08-25 NP AMERICAN FUNDS 保險系列 - American Funds IS 2050 目標日期基金 4 級 11,475 -0.34 802 14.25
2025-08-26 NP EVTTX - 電子評估器保守/溫和 (30%-50%) RMS 基金服務類股票 12,843 -3.15 898 11.14
2025-08-25 NP 美國基金保險系列 - 美國基金 IS 2065 目標日期基金 1 級 108 18.68 8 40.00
2025-06-26 NP BLPAX - 美國基金適度成長與收入投資組合 A 類 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,603,377 -2.12 723,819 -5.89
2025-06-26 NP RGWFX - 美國基金成長投資組合 R-5 級 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48,562,564 -0.73 3,029,333 -4.56
2025-06-26 NP AADTX - 美國基金 2025 年目標日期退休基金 A 類 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57,788 -14.06 3,605 -17.38
2025-08-25 NP AMERICAN FUNDS 保險系列 - American Funds IS 2030 目標日期基金 1A 級 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,846 -27.23 199 -16.39
2025-06-26 NP CAAZX - 美國基金學院 2042 基金類別 529-F-2 384,985 32.94 24,015 27.81
2025-08-26 NP EVGLX - 電子評估器成長 (70%-85%) RMS 基金服務類股票 149,720 2.99 10,470 18.11
2025-06-26 NP AAFTX - 美國基金 2035 目標日期退休基金 A 類 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,230,254 -2.91 1,449,103 -6.65
2025-06-26 NP AAGTX - 美國基金 2040 目標日期 A 級退休基金 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48,122,132 -2.27 3,001,859 -6.03
2025-06-26 NP TDABX - American Funds 2070 目標日期退休基金 T 類 232,544 90.38 14,506 83.06
2025-08-25 NP 美國基金保險系列 - 美國基金 IS 2070 目標日期基金 4 級 165 3.12 12 22.22
2025-06-26 NP AALTX - 美國基金 2050 目標日期 A 級退休基金 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48,498,233 -0.29 3,025,320 -4.13
2025-06-26 NP AANTX - 美國基金 2060 目標日期 A 級退休基金 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,237,336 2.46 1,511,925 -1.49
2025-08-25 NP AMERICAN FUNDS 保險系列 - American Funds IS 2060 目標日期基金 1A 級 292 31.53 20 53.85
2025-08-25 NP 美國基金保險系列 - 美國基金 IS 2045 目標日期基金 4 級 12,372 11.73 865 28.15
2025-08-26 NP EVAGX - 電子評估器積極成長 (85%-99%) RMS 基金服務類別股票 137,395 1.85 9,608 16.80
2025-08-26 NP EVVLX - 電子評估器非常保守 (0%-15%) RMS 基金服務類股票 2,730 6.60 191 21.79
2025-06-26 NP FCFGX - 美國基金學院 2039 基金類別 529-F-2 1,382,589 3.72 86,246 -0.28
2025-08-25 NP AMERICAN FUNDS 保險系列 - American Funds IS 2040 目標日期基金 1A 級 4,802 0.27 336 14.73
2025-06-26 NP PGGAX - 美國基金全球成長投資組合 A 類 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,218,342 -2.08 1,198,840 -5.85
2025-08-25 NP 美國基金保險系列 - 美國基金 IS 2035 目標日期基金 1 級 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,224 -1.89 435 12.69
2025-08-26 NP EVCLX - 電子評估器保守 (15%-30%) RMS 基金服務類股票 12,204 12.01 853 28.46
2025-06-26 NP AAMTX - 美國基金 2055 目標日期退休基金 A 類 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35,398,025 1.51 2,208,129 -2.40
2025-08-26 NP EVMLX - 電子評估器中等 (50%-70%) RMS 基金服務類股票 81,759 20.42 5,717 38.09
2025-06-26 NP CTLAX - 美國基金學院 2033 基金 529-A 級 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 631,353 0.00 39,384 -3.85
2025-06-30 NP Northern Lights Fund Trust - PFG 美國基金成長策略基金 R 類股票 2,237,686 -4.19 139,587 -7.89
2025-06-26 NP CCFAX - 美國基金學院 2036 基金 529-A 級 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,712,919 0.00 106,852 -3.85
2025-08-25 NP 美國基金保險系列 - 美國基金 IS 2055 目標日期基金 1A 級 7,795 9.04 545 25.29
2025-06-26 NP AAETX - American Funds 2030 目標日期退休基金 A 類 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,652,799 -8.14 914,042 -11.68
2025-06-26 NP TDTTX - American Funds 2065 目標日期退休基金 T 類 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,106,938 9.37 443,331 5.15
2025-06-26 NP AAHTX - 美國基金 2045 目標日期退休基金 A 類 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,530,830 -0.09 2,653,073 -3.94
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista