مقارنة المديرين

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المدير أ المدير ب

Corient Private Wealth LP ⇄ Commonwealth Equity Services, Llc

60مراكز مشتركة

49.5%التداخل في الأسماء (Jaccard)

15+فقط Corient…

15+فقط Commonwealth…

محتفظات مشتركة · Q2 2026

الورقة المالية	Corient Private… الوزن	Commonwealth Equity… الوزن
IVV iShares Core S&P 500 ETF	4.6%	2.5%
AAPL Apple Inc.	3.8%	3.1%
VEA Vanguard FTSE Developed…	3.4%	1.5%
NVDA NVIDIA Corporation	2.6%	2.2%
MSFT Microsoft Corporation	2.6%	1.4%
VOO Vanguard S&P 500 ETF	2.6%	1.1%
AMZN Amazon.com, Inc.	2.0%	1.2%
GOOG Alphabet Inc.	2.2%	0.7%
GOOGL Alphabet Inc.	1.9%	0.9%
SPY State Street SPDR S&P 500…	1.4%	1.4%
AVGO Broadcom Inc.	1.7%	0.5%
QQQ Invesco QQQ Trust, Series…	0.5%	1.5%
JPM JPMorgan Chase & Co.	1.4%	0.6%
BRK-B Berkshire Hathaway Inc.	1.1%	0.7%
VTI Vanguard Morningstar…	0.9%	0.9%
VUG Vanguard Morningstar…	0.8%	1.0%
LLY Eli Lilly and Company	1.0%	0.5%
COST Costco Wholesale…	0.9%	0.4%
JNJ Johnson & Johnson	0.9%	0.4%
IWF iShares Russell 1000…	0.1%	1.0%
VIG Vanguard Dividend…	0.5%	0.7%
CAT Caterpillar Inc.	0.7%	0.4%
VWO Vanguard FTSE Emerging…	0.7%	0.4%
META Meta Platforms, Inc.	0.7%	0.4%
IJH iShares Core S&P Mid-Cap…	0.6%	0.4%
ABBV AbbVie Inc.	0.7%	0.3%
V Visa Inc.	0.7%	0.3%
VTV Vanguard Morningstar…	0.2%	0.7%
IJR iShares Core S&P…	0.5%	0.5%
TSLA Tesla, Inc.	0.5%	0.4%
XONA.DE Exxon Mobil Corporation	0.5%	0.3%
CGDV Capital Group Dividend…	0.0%	0.8%
DGRO iShares Core Dividend…	0.2%	0.7%
CGGR Capital Group Growth ETF	0.0%	0.8%
MU Micron Technology, Inc.	0.4%	0.4%
AMD Advanced Micro Devices…	0.5%	0.3%
LRCX Lam Research Corporation	0.6%	0.2%
IEFA iShares Core MSCI EAFE ETF	0.4%	0.3%
SCHF Schwab International…	0.7%	0.1%
HD The Home Depot, Inc.	0.5%	0.2%
BND Vanguard Total Bond…	0.6%	0.2%
CVX Chevron Corporation	0.5%	0.2%
XLK State Street Technology…	0.3%	0.4%
PG The Procter & Gamble…	0.4%	0.3%
DFAC Dimensional - US Core…	0.2%	0.5%
ASML ASML Holding N.V.	0.6%	0.1%
RDVY First Trust Rising…	0.1%	0.6%
PANW Palo Alto Networks, Inc.	0.5%	0.2%
BSV Vanguard Short-Term Bond…	0.4%	0.3%
IWD iShares Russell 1000…	0.1%	0.5%
CSCO Cisco Systems, Inc.	0.4%	0.2%
MRK Merck & Co., Inc.	0.4%	0.2%
DE Deere & Company	0.5%	0.1%
VO Vanguard Morningstar…	0.2%	0.4%
PVAL Putnam Focused Large Cap…	0.1%	0.5%
VYM Vanguard High Dividend…	0.1%	0.5%
MA Mastercard Incorporated	0.5%	0.1%
IVW iShares S&P 500 Growth ETF	0.1%	0.5%
RTX RTX Corporation	0.4%	0.2%
WMT Walmart Inc.	0.3%	0.3%

بشكل مميز Corient Private…

NRP Natural Resource…	0.1%
PWRL	0.1%
DRSK	0.1%
LSTR Landstar System, Inc.	0.1%
PRM Perimeter Solutions…	0.1%
UBND	0.0%
OSCV	0.0%
OSEA	0.0%
NVST Envista Holdings Corp	0.0%
CVSA Covista Inc.	0.0%
AMH American Homes 4 Rent	0.0%
MIDD The Middleby…	0.0%
KRC Kilroy Realty…	0.0%
YETI YETI Holdings, Inc.	0.0%
BWIN The Baldwin Insurance…	0.0%

بشكل مميز Commonwealth Equity…

BUFR FT Vest Laddered…	0.4%
FLCG	0.3%
CGUS Capital Group Core…	0.2%
FDVV Fidelity High…	0.2%
FSMD Fidelity Small-Mid…	0.2%
JIRE JPMorgan…	0.2%
RECS Columbia Research…	0.2%
FMDE Fidelity Enhanced Mid…	0.2%
BAI iShares A.I.…	0.2%
FV First Trust Dorsey…	0.2%
CGBL Capital Group Core…	0.2%
FESM Fidelity Enhanced…	0.1%
XMHQ Invesco S&P MidCap…	0.1%
RWL Invesco S&P 500…	0.1%
CORO iShares International…	0.1%

المصدر: تُحسب نسبة التداخل مباشرةً من مراكز الأسهم العادية المُحللة لكلا المديرَين لـ Q2 2026. المراكز الطويلة المُبلَّغ عنها فحسب — التحوطات والأصول غير الخاضعة لـ 13F غير مرئية. المنهجية