Trade Filings

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管理人 A 管理人 B

Corient Private Wealth LP ⇄ Rockefeller Capital Management L.P.

60共同持仓

54.6%名称重叠（Jaccard 指数）

15+仅 Corient…

15+仅 Rockefeller…

共同持仓 · Q2 2026

证券	Corient Private… 权重	Rockefeller Capital… 权重
AAPL Apple Inc.	3.8%	3.1%
IVV iShares Core S&P 500 ETF	4.6%	1.4%
NVDA NVIDIA Corporation	2.6%	2.8%
MSFT Microsoft Corporation	2.6%	2.2%
SPY State Street SPDR S&P 500…	1.4%	3.2%
GOOGL Alphabet Inc.	1.9%	2.3%
AMZN Amazon.com, Inc.	2.0%	2.2%
VOO Vanguard S&P 500 ETF	2.6%	1.5%
VEA Vanguard FTSE Developed…	3.4%	0.5%
AVGO Broadcom Inc.	1.7%	1.7%
GOOG Alphabet Inc.	2.2%	1.2%
JPM JPMorgan Chase & Co.	1.4%	1.2%
LLY Eli Lilly and Company	1.0%	1.0%
QQQ Invesco QQQ Trust, Series…	0.5%	1.3%
META Meta Platforms, Inc.	0.7%	0.9%
BRK-B Berkshire Hathaway Inc.	1.1%	0.5%
VTI Vanguard Morningstar…	0.9%	0.7%
COST Costco Wholesale…	0.9%	0.6%
V Visa Inc.	0.7%	0.7%
JNJ Johnson & Johnson	0.9%	0.4%
VUG Vanguard Morningstar…	0.8%	0.5%
CAT Caterpillar Inc.	0.7%	0.5%
AMD Advanced Micro Devices…	0.5%	0.7%
ABBV AbbVie Inc.	0.7%	0.4%
MU Micron Technology, Inc.	0.4%	0.6%
HD The Home Depot, Inc.	0.5%	0.6%
IJH iShares Core S&P Mid-Cap…	0.6%	0.4%
IWF iShares Russell 1000…	0.1%	0.9%
PANW Palo Alto Networks, Inc.	0.5%	0.5%
XONA.DE Exxon Mobil Corporation	0.5%	0.4%
VWO Vanguard FTSE Emerging…	0.7%	0.3%
TSM Taiwan Semiconductor…	0.2%	0.7%
CVX Chevron Corporation	0.5%	0.4%
IJR iShares Core S&P…	0.5%	0.4%
ASML ASML Holding N.V.	0.6%	0.3%
IEFA iShares Core MSCI EAFE ETF	0.4%	0.5%
XLK State Street Technology…	0.3%	0.6%
GEV GE Vernova Inc.	0.1%	0.8%
CSCO Cisco Systems, Inc.	0.4%	0.4%
TSLA Tesla, Inc.	0.5%	0.3%
TMO Thermo Fisher Scientific…	0.5%	0.3%
TJX The TJX Companies, Inc.	0.5%	0.3%
AMAT Applied Materials, Inc.	0.3%	0.5%
SCHF Schwab International…	0.7%	0.1%
MRK Merck & Co., Inc.	0.4%	0.4%
LIN Linde plc	0.4%	0.3%
LRCX Lam Research Corporation	0.6%	0.2%
VIG Vanguard Dividend…	0.5%	0.3%
EFA iShares MSCI EAFE ETF	0.2%	0.5%
VTV Vanguard Morningstar…	0.2%	0.5%
PG The Procter & Gamble…	0.4%	0.3%
GLD SPDR Gold Shares	0.2%	0.5%
IWD iShares Russell 1000…	0.1%	0.6%
TXN Texas Instruments…	0.5%	0.2%
KO The Coca-Cola Company	0.3%	0.4%
RSP Invesco S&P 500 Equal…	0.1%	0.5%
NEE NextEra Energy, Inc.	0.3%	0.4%
CRWD CrowdStrike Holdings, Inc.	0.0%	0.6%
GE GE Aerospace	0.3%	0.3%
VO Vanguard Morningstar…	0.2%	0.4%

独特地 Corient Private…

DFLV Dimensional - US…	0.2%
ACIO	0.1%
NRP Natural Resource…	0.1%
DRSK	0.1%
UBND	0.0%
OSCV	0.0%
DIVB	0.0%
NCDL	0.0%
VBIL	0.0%
DFIS Dimensional -…	0.0%
CATH	0.0%
TMSL T. Rowe Price…	0.0%
AMID	0.0%
ILCB	0.0%
VTEC	0.0%

独特地 Rockefeller Capital…

RGEF	1.0%
RSMC	0.9%
RMOP	0.4%
PAAA PGIM AAA CLO ETF	0.1%
IUS	0.1%
JPIE JPMorgan Income ETF	0.1%
CSMD	0.1%
FPE First Trust Preferred…	0.1%
BKLN Invesco Senior Loan…	0.1%
LRN Stride, Inc.	0.0%
MODL	0.0%
CLSE	0.0%
FV First Trust Dorsey…	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

Corient Private Wealth LP ⇄ Rockefeller Capital Management L.P.

共同持仓 · Q2 2026

独特地 Corient Private…

独特地 Rockefeller Capital…