Trade Filings

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管理人 A 管理人 B

Cetera Investment Advisers ⇄ Truist Financial Corp

60共同持仓

52.0%名称重叠（Jaccard 指数）

15+仅 Cetera…

15+仅 Truist…

共同持仓 · Q2 2026

证券	Cetera Investment… 权重	Truist Financial… 权重
IVV iShares Core S&P 500 ETF	3.2%	6.4%
AAPL Apple Inc.	1.9%	2.4%
NVDA NVIDIA Corporation	1.8%	2.4%
SPY State Street SPDR S&P 500…	1.3%	2.7%
MSFT Microsoft Corporation	1.0%	1.9%
IEFA iShares Core MSCI EAFE ETF	1.0%	1.9%
VOO Vanguard S&P 500 ETF	1.4%	1.4%
QQQ Invesco QQQ Trust, Series…	1.5%	0.9%
GOVT iShares U.S. Treasury…	0.2%	2.1%
AGG iShares Core U.S.…	1.4%	0.9%
AMZN Amazon.com, Inc.	1.0%	1.2%
VTV Vanguard Morningstar…	1.6%	0.6%
GOOG Alphabet Inc.	0.5%	1.6%
IEMG iShares Core MSCI…	0.6%	1.5%
IWF iShares Russell 1000…	0.7%	1.2%
AVGO Broadcom Inc.	0.6%	1.3%
GOOGL Alphabet Inc.	0.7%	1.1%
VUG Vanguard Morningstar…	1.1%	0.7%
JPM JPMorgan Chase & Co.	0.4%	1.2%
VTI Vanguard Morningstar…	1.2%	0.4%
KO The Coca-Cola Company	0.1%	1.4%
XLK State Street Technology…	0.3%	1.1%
VONG Vanguard Russell 1000…	1.1%	0.3%
IJR iShares Core S&P…	0.4%	1.0%
IJH iShares Core S&P Mid-Cap…	0.3%	1.0%
LRCX Lam Research Corporation	0.2%	0.9%
META Meta Platforms, Inc.	0.4%	0.6%
ABBV AbbVie Inc.	0.2%	0.8%
LLY Eli Lilly and Company	0.4%	0.6%
CGDV Capital Group Dividend…	0.8%	0.1%
KLAC KLA Corporation	0.1%	0.8%
RSP Invesco S&P 500 Equal…	0.2%	0.7%
JNJ Johnson & Johnson	0.3%	0.7%
V Visa Inc.	0.3%	0.6%
IWM iShares Russell 2000 ETF	0.5%	0.4%
IWD iShares Russell 1000…	0.3%	0.6%
VEA Vanguard FTSE Developed…	0.5%	0.4%
CSCO Cisco Systems, Inc.	0.2%	0.7%
WT WisdomTree, Inc.	0.8%	0.1%
SCHD Schwab U.S. Dividend…	0.7%	0.1%
BRK-B Berkshire Hathaway Inc.	0.5%	0.4%
MBB iShares MBS ETF	0.2%	0.6%
WMT Walmart Inc.	0.3%	0.5%
TSLA Tesla, Inc.	0.4%	0.4%
IVW iShares S&P 500 Growth ETF	0.6%	0.2%
XLF State Street Financial…	0.1%	0.7%
AMD Advanced Micro Devices…	0.5%	0.3%
EFA iShares MSCI EAFE ETF	0.2%	0.6%
IWR iShares Russell Mid-Cap…	0.2%	0.5%
QQQM Invesco NASDAQ 100 ETF	0.7%	0.1%
IVE iShares S&P 500 Value ETF	0.6%	0.1%
BND Vanguard Total Bond…	0.5%	0.3%
SPYG State Street SPDR…	0.4%	0.4%
SCHG Schwab U.S. Large-Cap…	0.6%	0.1%
PM Philip Morris…	0.1%	0.6%
IUSB iShares Core Universal…	0.6%	0.1%
ADI Analog Devices, Inc.	0.1%	0.6%
USIG iShares Broad USD…	0.1%	0.6%
TSM Taiwan Semiconductor…	0.3%	0.3%
MU Micron Technology, Inc.	0.5%	0.2%

独特地 Cetera Investment…

BDYN iShares Dynamic…	0.1%
JPEF	0.1%
CGIE Capital Group…	0.1%
BRIE	0.1%
FLQM Franklin U.S. Mid Cap…	0.1%
BBUS JPMorgan BetaBuilders…	0.1%
BDVL iShares Disciplined…	0.1%
LVHI Franklin…	0.1%
GSUS Goldman Sachs…	0.1%
PSFF	0.1%
LMUB iShares Long-Term…	0.1%
PBUS Invesco MSCI USA ETF	0.1%
JMEE JPMorgan Small & Mid…	0.1%
OUSM	0.0%
RAAX	0.0%

独特地 Truist Financial Corp

FTRB	0.1%
LQDT Liquidity Services…	0.1%
UBND	0.0%
EMEQ	0.0%
BKDV BNY Mellon Dynamic…	0.0%
VSDM	0.0%
PSC Principal U.S.…	0.0%
AVIG	0.0%
VCRM	0.0%
ONT Onterris, Inc.	0.0%
FSCC	0.0%
AVNM	0.0%
BINV	0.0%
SMIZ	0.0%
RFDA	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 ⇄ Truist Financial Corp

共同持仓 · Q2 2026

独特地 Cetera Investment…

独特地 Truist Financial Corp