Trade Filings

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管理人 A 管理人 B

Baird Financial Group, Inc. ⇄ Rockefeller Capital Management L.P.

60共同持仓

37.0%名称重叠（Jaccard 指数）

15+仅 Baird…

15+仅 Rockefeller…

共同持仓 · Q2 2026

证券	Baird Financial… 权重	Rockefeller Capital… 权重
AAPL Apple Inc.	4.0%	3.1%
MSFT Microsoft Corporation	3.0%	2.2%
JPM JPMorgan Chase & Co.	3.1%	1.2%
GOOG Alphabet Inc.	3.0%	1.2%
NVDA NVIDIA Corporation	1.4%	2.8%
AMZN Amazon.com, Inc.	1.9%	2.2%
SPY State Street SPDR S&P 500…	0.6%	3.2%
GOOGL Alphabet Inc.	1.0%	2.3%
GEV GE Vernova Inc.	2.3%	0.8%
IWF iShares Russell 1000…	2.0%	0.9%
AVGO Broadcom Inc.	1.0%	1.7%
VEA Vanguard FTSE Developed…	2.2%	0.5%
IWD iShares Russell 1000…	2.1%	0.6%
VOO Vanguard S&P 500 ETF	0.9%	1.5%
BRK-B Berkshire Hathaway Inc.	1.9%	0.5%
IVV iShares Core S&P 500 ETF	0.9%	1.4%
META Meta Platforms, Inc.	1.3%	0.9%
GE GE Aerospace	1.9%	0.3%
JNJ Johnson & Johnson	1.7%	0.4%
HD The Home Depot, Inc.	1.4%	0.6%
IWR iShares Russell Mid-Cap…	1.6%	0.2%
IJR iShares Core S&P…	1.3%	0.4%
QQQ Invesco QQQ Trust, Series…	0.4%	1.3%
LLY Eli Lilly and Company	0.5%	1.0%
PH Parker-Hannifin…	1.2%	0.3%
COST Costco Wholesale…	0.8%	0.6%
PGR The Progressive…	1.3%	0.1%
TSM Taiwan Semiconductor…	0.6%	0.7%
IEFA iShares Core MSCI EAFE ETF	0.9%	0.5%
UBER Uber Technologies, Inc.	0.9%	0.4%
V Visa Inc.	0.5%	0.7%
TJX The TJX Companies, Inc.	0.9%	0.3%
SCHW The Charles Schwab…	1.1%	0.0%
VTI Vanguard Morningstar…	0.5%	0.7%
TEL TE Connectivity plc	0.9%	0.2%
ABBV AbbVie Inc.	0.7%	0.4%
UNP Union Pacific Corporation	0.8%	0.3%
FAST Fastenal Company	1.0%	0.0%
ORLY O'Reilly Automotive, Inc.	0.9%	0.1%
MU Micron Technology, Inc.	0.3%	0.6%
VUG Vanguard Morningstar…	0.5%	0.5%
VGSH Vanguard Short-Term…	0.9%	0.1%
VTV Vanguard Morningstar…	0.5%	0.5%
CAT Caterpillar Inc.	0.4%	0.5%
AMD Advanced Micro Devices…	0.2%	0.7%
VWO Vanguard FTSE Emerging…	0.6%	0.3%
VCIT Vanguard…	0.8%	0.0%
CSCO Cisco Systems, Inc.	0.4%	0.4%
IJH iShares Core S&P Mid-Cap…	0.4%	0.4%
WFC Wells Fargo & Company	0.7%	0.1%
CVX Chevron Corporation	0.4%	0.4%
BIV Vanguard…	0.7%	0.1%
DIS The Walt Disney Company	0.7%	0.1%
VEU Vanguard FTSE All-World…	0.5%	0.3%
PANW Palo Alto Networks, Inc.	0.2%	0.5%
EFA iShares MSCI EAFE ETF	0.2%	0.5%
VO Vanguard Morningstar…	0.3%	0.4%
BAC Bank of America…	0.5%	0.1%
XONA.DE Exxon Mobil Corporation	0.2%	0.4%
ASML ASML Holding N.V.	0.3%	0.3%

独特地 Baird Financial…

SAMT	0.1%
SAGP	0.0%
RGLO	0.0%
BSCW	0.0%
VCRB Vanguard Core Bond ETF	0.0%
MFSI	0.0%
FDM	0.0%
SAMM	0.0%
SII Sprott Inc.	0.0%
DGCB	0.0%
TTEQ	0.0%
RINT	0.0%
FTGS	0.0%
IBTI	0.0%
CGCV Capital Group…	0.0%

独特地 Rockefeller Capital…

RGEF	1.0%
RSMC	0.9%
RMOP	0.4%
AER AerCap Holdings N.V.	0.2%
BOXX	0.1%
AVLV Avantis U.S. Large…	0.1%
AOA	0.1%
RDNT RadNet, Inc.	0.1%
IUS	0.1%
KT KT Corporation	0.1%
JAZZ Jazz Pharmaceuticals…	0.1%
KFY Korn Ferry	0.1%
CHKP Check Point Software…	0.1%
CSMD	0.1%
GBDC Golub Capital BDC…	0.1%

数据来源: 重叠度根据两位管理人已解析的普通股持仓实时计算，涵盖 Q2 2026. 仅含已申报多头——对冲头寸及非13F资产不可见。方法论

对比管理人

Baird Financial Group, Inc. ⇄ Rockefeller Capital Management L.P.

共同持仓 · Q2 2026

独特地 Baird Financial…

独特地 Rockefeller Capital…