Trade Filings

Antique route map of roads converging on a single obelisk crossroads

管理人 A 管理人 B

Cerity Partners LLC ⇄ Rockefeller Capital Management L.P.

60共同持仓

59.2%名称重叠（Jaccard 指数）

15+仅 Cerity…

15+仅 Rockefeller…

共同持仓 · Q2 2026

证券	Cerity Partners LLC 权重	Rockefeller Capital… 权重
AAPL Apple Inc.	3.4%	3.1%
NVDA NVIDIA Corporation	3.3%	2.8%
VOO Vanguard S&P 500 ETF	4.4%	1.5%
SPY State Street SPDR S&P 500…	2.0%	3.2%
MSFT Microsoft Corporation	1.9%	2.2%
IVV iShares Core S&P 500 ETF	2.5%	1.4%
GOOGL Alphabet Inc.	1.6%	2.3%
AMZN Amazon.com, Inc.	1.5%	2.2%
AVGO Broadcom Inc.	1.4%	1.7%
GOOG Alphabet Inc.	1.5%	1.2%
VEA Vanguard FTSE Developed…	1.9%	0.5%
LLY Eli Lilly and Company	1.1%	1.0%
JPM JPMorgan Chase & Co.	0.8%	1.2%
QQQ Invesco QQQ Trust, Series…	0.7%	1.3%
IEFA iShares Core MSCI EAFE ETF	1.4%	0.5%
META Meta Platforms, Inc.	0.9%	0.9%
VTI Vanguard Morningstar…	1.0%	0.7%
IWF iShares Russell 1000…	0.7%	0.9%
PG The Procter & Gamble…	1.1%	0.3%
AGG iShares Core U.S.…	1.2%	0.1%
RSP Invesco S&P 500 Equal…	0.7%	0.5%
V Visa Inc.	0.5%	0.7%
AMD Advanced Micro Devices…	0.5%	0.7%
QUAL iShares MSCI USA Quality…	1.0%	0.1%
COST Costco Wholesale…	0.5%	0.6%
IJR iShares Core S&P…	0.6%	0.4%
TSM Taiwan Semiconductor…	0.4%	0.7%
MU Micron Technology, Inc.	0.4%	0.6%
VUG Vanguard Morningstar…	0.6%	0.5%
JNJ Johnson & Johnson	0.6%	0.4%
VTV Vanguard Morningstar…	0.5%	0.5%
IEMG iShares Core MSCI…	0.7%	0.3%
IJH iShares Core S&P Mid-Cap…	0.6%	0.4%
VO Vanguard Morningstar…	0.6%	0.4%
BRK-B Berkshire Hathaway Inc.	0.5%	0.5%
PANW Palo Alto Networks, Inc.	0.4%	0.5%
GEV GE Vernova Inc.	0.2%	0.8%
HD The Home Depot, Inc.	0.3%	0.6%
CRWD CrowdStrike Holdings, Inc.	0.3%	0.6%
CAT Caterpillar Inc.	0.4%	0.5%
IWD iShares Russell 1000…	0.2%	0.6%
CSCO Cisco Systems, Inc.	0.4%	0.4%
XONA.DE Exxon Mobil Corporation	0.3%	0.4%
ABBV AbbVie Inc.	0.4%	0.4%
XLK State Street Technology…	0.2%	0.6%
GLD SPDR Gold Shares	0.2%	0.5%
WMT Walmart Inc.	0.4%	0.3%
EFA iShares MSCI EAFE ETF	0.2%	0.5%
VGT Vanguard Information…	0.3%	0.4%
AMAT Applied Materials, Inc.	0.2%	0.5%
IDEV iShares Core MSCI…	0.7%	0.0%
SCHX Schwab U.S. Large-Cap ETF	0.7%	0.0%
CVX Chevron Corporation	0.3%	0.4%
VEU Vanguard FTSE All-World…	0.4%	0.3%
TSLA Tesla, Inc.	0.3%	0.3%
SGOV iShares 0-3 Month…	0.6%	0.1%
TJX The TJX Companies, Inc.	0.3%	0.3%
VWO Vanguard FTSE Emerging…	0.3%	0.3%
MRK Merck & Co., Inc.	0.2%	0.4%
VIG Vanguard Dividend…	0.3%	0.3%

独特地 Cerity Partners LLC

USVM VictoryShares US…	0.2%
SKOR	0.2%
DFLV Dimensional - US…	0.1%
OAKM	0.1%
SWAN	0.1%
DFIS Dimensional -…	0.1%
ISWN	0.0%
BAPR	0.0%
XLSR	0.0%
III	0.0%
ETHA iShares Ethereum…	0.0%
XTEN	0.0%
AVNM	0.0%
FISR	0.0%
CERY	0.0%

独特地 Rockefeller Capital…

RGEF	1.0%
RSMC	0.9%
RMOP	0.4%
SDVY First Trust SMID Cap…	0.1%
IUS	0.1%
JPIE JPMorgan Income ETF	0.1%
PVAL Putnam Focused Large…	0.1%
CSMD	0.1%
CALF Pacer US Small Cap…	0.1%
BGIG	0.1%
MODL	0.0%
FV First Trust Dorsey…	0.0%
PRMB Primo Brands…	0.0%
HEDG	0.0%
JAVA JPMorgan Active Value…	0.0%

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

Cerity Partners LLC ⇄ Rockefeller Capital Management L.P.

共同持仓 · Q2 2026

独特地 Cerity Partners LLC

独特地 Rockefeller Capital…