So sánh quản lý quỹ

Antique route map of roads converging on a single obelisk crossroads

Nhà quản lý A Nhà quản lý B

Captrust Financial Advisors ⇄ Mariner, LLC

60Vị thế chung

52.4%Mức độ trùng lặp tên (Jaccard)

15+Chỉ Captrust…

15+Chỉ Mariner, LLC

Danh mục nắm giữ chung · Q2 2026

Chứng khoán	Captrust Financial… tỷ trọng	Mariner, LLC tỷ trọng
IVV iShares Core S&P 500 ETF	5.3%	4.4%
AAPL Apple Inc.	3.6%	5.5%
NVDA NVIDIA Corporation	2.7%	5.5%
VEA Vanguard FTSE Developed…	3.3%	2.8%
MSFT Microsoft Corporation	2.1%	2.1%
GOOGL Alphabet Inc.	1.9%	1.7%
VTV Vanguard Morningstar…	2.3%	1.1%
AMZN Amazon.com, Inc.	1.4%	1.6%
SHY iShares 1-3 Year Treasury…	2.7%	0.0%
AVGO Broadcom Inc.	1.2%	1.4%
AGG iShares Core U.S.…	1.0%	1.5%
VUG Vanguard Morningstar…	1.1%	1.0%
VB Vanguard Morningstar…	1.4%	0.7%
SPY State Street SPDR S&P 500…	0.9%	1.1%
IEMG iShares Core MSCI…	1.2%	0.8%
VOO Vanguard S&P 500 ETF	1.3%	0.6%
IXUS iShares Core MSCI Total…	1.6%	0.2%
JPM JPMorgan Chase & Co.	0.7%	1.1%
IJH iShares Core S&P Mid-Cap…	0.3%	1.3%
GOOG Alphabet Inc.	0.7%	0.9%
IEI iShares 3-7 Year Treasury…	1.2%	0.3%
LLY Eli Lilly and Company	0.6%	0.9%
BRK-B Berkshire Hathaway Inc.	0.8%	0.7%
FNDX Schwab Fundamental U.S.…	1.4%	0.0%
META Meta Platforms, Inc.	0.6%	0.8%
MU Micron Technology, Inc.	0.2%	1.1%
QQQ Invesco QQQ Trust, Series…	0.5%	0.8%
IEFA iShares Core MSCI EAFE ETF	0.2%	1.0%
SCHX Schwab U.S. Large-Cap ETF	0.9%	0.3%
VTI Vanguard Morningstar…	0.5%	0.7%
ABBV AbbVie Inc.	0.7%	0.4%
IWB iShares Russell 1000 ETF	0.8%	0.2%
LRCX Lam Research Corporation	0.6%	0.4%
TSLA Tesla, Inc.	0.2%	0.8%
IUSB iShares Core Universal…	0.0%	1.0%
VWO Vanguard FTSE Emerging…	0.1%	0.9%
VO Vanguard Morningstar…	0.2%	0.7%
BSV Vanguard Short-Term Bond…	0.9%	0.0%
IEF iShares 7-10 Year…	0.8%	0.0%
MA Mastercard Incorporated	0.5%	0.3%
PANW Palo Alto Networks, Inc.	0.6%	0.2%
GLW Corning Inc	0.1%	0.8%
GEV GE Vernova Inc.	0.3%	0.6%
JNJ Johnson & Johnson	0.3%	0.5%
V Visa Inc.	0.4%	0.4%
WMT Walmart Inc.	0.3%	0.6%
CSCO Cisco Systems, Inc.	0.5%	0.3%
PG The Procter & Gamble…	0.4%	0.4%
MRK Merck & Co., Inc.	0.4%	0.4%
SCHG Schwab U.S. Large-Cap…	0.1%	0.7%
VIG Vanguard Dividend…	0.4%	0.3%
CAT Caterpillar Inc.	0.4%	0.3%
COST Costco Wholesale…	0.3%	0.4%
AMGN Amgen Inc.	0.3%	0.4%
CVX Chevron Corporation	0.4%	0.3%
TSM Taiwan Semiconductor…	0.4%	0.3%
CRWD CrowdStrike Holdings, Inc.	0.2%	0.5%
WT WisdomTree, Inc.	0.6%	0.1%
JGRO JPMorgan Active Growth ETF	0.7%	0.0%
IWF iShares Russell 1000…	0.4%	0.3%

Đặc biệt Captrust Financial…

PHM PulteGroup, Inc.	0.2%
WSO Watsco, Inc.	0.2%
BRX Brixmor Property…	0.2%
ALSN Allison Transmission…	0.1%
SR Spire Inc.	0.1%
JPLD JPMorgan Limited…	0.1%
FLS Flowserve Corporation	0.1%
SMMU	0.1%
WPC W. P. Carey Inc.	0.1%
SECU	0.1%
AGM Federal Agricultural…	0.1%
LII Lennox International…	0.1%
MEAR	0.1%
BILZ	0.1%
BKGI	0.1%

Đặc biệt Mariner, LLC

XONA.DE Exxon Mobil…	0.4%
TFLO iShares Treasury…	0.1%
PSQA	0.1%
GBIL Goldman Sachs Access…	0.1%
HFXI NYLI FTSE…	0.1%
BKDV BNY Mellon Dynamic…	0.1%
IMTB	0.1%
MFDX	0.0%
PSQO	0.0%
DIHP Dimensional…	0.0%
PSBD	0.0%
ONEY	0.0%
ESGV Vanguard ESG U.S.…	0.0%
VCTR Victory Capital…	0.0%
EWX	0.0%

Nguồn gốc: Độ trùng lặp được tính trực tiếp từ các vị thế cổ phiếu thường đã phân tích của cả hai nhà quản lý cho Q2 2026. Chỉ các vị thế long được báo cáo; các công cụ phòng hộ và tài sản ngoài 13F là vô hình. Phương pháp luận

So sánh Quản lý quỹ

Captrust Financial Advisors ⇄ Mariner, LLC

Danh mục nắm giữ chung · Q2 2026

Đặc biệt Captrust Financial…

Đặc biệt Mariner, LLC