Trade Filings

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管理人 A 管理人 B

Cetera Investment Advisers ⇄ Commonwealth Equity Services, Llc

60共同持仓

66.5%名称重叠（Jaccard 指数）

15+仅 Cetera…

15+仅 Commonwealth…

共同持仓 · Q2 2026

证券	Cetera Investment… 权重	Commonwealth Equity… 权重
IVV iShares Core S&P 500 ETF	3.2%	2.5%
AAPL Apple Inc.	1.9%	3.1%
NVDA NVIDIA Corporation	1.8%	2.2%
QQQ Invesco QQQ Trust, Series…	1.5%	1.5%
SPY State Street SPDR S&P 500…	1.3%	1.4%
VOO Vanguard S&P 500 ETF	1.4%	1.1%
MSFT Microsoft Corporation	1.0%	1.4%
VTV Vanguard Morningstar…	1.6%	0.7%
AMZN Amazon.com, Inc.	1.0%	1.2%
VUG Vanguard Morningstar…	1.1%	1.0%
VTI Vanguard Morningstar…	1.2%	0.9%
VEA Vanguard FTSE Developed…	0.5%	1.5%
IWF iShares Russell 1000…	0.7%	1.0%
CGDV Capital Group Dividend…	0.8%	0.8%
GOOGL Alphabet Inc.	0.7%	0.9%
AGG iShares Core U.S.…	1.4%	0.2%
VONG Vanguard Russell 1000…	1.1%	0.3%
IEFA iShares Core MSCI EAFE ETF	1.0%	0.3%
CGGR Capital Group Growth ETF	0.5%	0.8%
WT WisdomTree, Inc.	0.8%	0.4%
QQQM Invesco NASDAQ 100 ETF	0.7%	0.5%
GOOG Alphabet Inc.	0.5%	0.7%
BRK-B Berkshire Hathaway Inc.	0.5%	0.7%
IVW iShares S&P 500 Growth ETF	0.6%	0.5%
SCHD Schwab U.S. Dividend…	0.7%	0.4%
AVGO Broadcom Inc.	0.6%	0.5%
JPM JPMorgan Chase & Co.	0.4%	0.6%
VIG Vanguard Dividend…	0.3%	0.7%
PVAL Putnam Focused Large Cap…	0.4%	0.5%
DGRO iShares Core Dividend…	0.2%	0.7%
LLY Eli Lilly and Company	0.4%	0.5%
IVE iShares S&P 500 Value ETF	0.6%	0.3%
DYNF iShares U.S. Equity…	0.5%	0.4%
BUFR FT Vest Laddered Buffer…	0.5%	0.4%
RDVY First Trust Rising…	0.3%	0.6%
MU Micron Technology, Inc.	0.5%	0.4%
VYM Vanguard High Dividend…	0.4%	0.5%
IJR iShares Core S&P…	0.4%	0.5%
VO Vanguard Morningstar…	0.4%	0.4%
IEMG iShares Core MSCI…	0.6%	0.2%
TSLA Tesla, Inc.	0.4%	0.4%
AMD Advanced Micro Devices…	0.5%	0.3%
META Meta Platforms, Inc.	0.4%	0.4%
IWD iShares Russell 1000…	0.3%	0.5%
IUSB iShares Core Universal…	0.6%	0.2%
SCHG Schwab U.S. Large-Cap…	0.6%	0.2%
MUB iShares National Muni…	0.4%	0.4%
VWO Vanguard FTSE Emerging…	0.3%	0.4%
VB Vanguard Morningstar…	0.3%	0.4%
XLK State Street Technology…	0.3%	0.4%
CAT Caterpillar Inc.	0.3%	0.4%
IJH iShares Core S&P Mid-Cap…	0.3%	0.4%
IWM iShares Russell 2000 ETF	0.5%	0.2%
GLD SPDR Gold Shares	0.3%	0.4%
XONA.DE Exxon Mobil Corporation	0.3%	0.3%
JNJ Johnson & Johnson	0.3%	0.4%
BND Vanguard Total Bond…	0.5%	0.2%
VXUS Vanguard Total…	0.5%	0.1%
JEPI JPMorgan Equity Premium…	0.4%	0.3%
CGGO Capital Group Global…	0.3%	0.3%

独特地 Cetera Investment…

PBUS Invesco MSCI USA ETF	0.1%
BENJ	0.0%
HAP	0.0%
QQH	0.0%
LGH	0.0%
BFLX	0.0%
RINT	0.0%
GBND	0.0%
PGRO	0.0%
REMG	0.0%
FSEC FIDELITY INVESTMENT…	0.0%
MSTB	0.0%
HBTA	0.0%
HYDW	0.0%
CRGY Crescent Energy…	0.0%

独特地 Commonwealth Equity…

BKDV BNY Mellon Dynamic…	0.1%
AVNM	0.1%
FEMR	0.1%
DFNM	0.0%
AVGE	0.0%
DFGP	0.0%
OAKM	0.0%
FTKI	0.0%
GDIV	0.0%
PRCS	0.0%
RSSB	0.0%
VPLS	0.0%
DGCB	0.0%
CAIQ	0.0%
PSC Principal U.S.…	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

Cetera Investment Advisers ⇄ Commonwealth Equity Services, Llc

共同持仓 · Q2 2026

独特地 Cetera Investment…

独特地 Commonwealth Equity…