Trade Filings

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管理人 A 管理人 B

Creative Planning ⇄ Corient Private Wealth LP

60共同持仓

59.0%名称重叠（Jaccard 指数）

15+仅 Creative…

15+仅 Corient…

共同持仓 · Q2 2026

证券	Creative Planning 权重	Corient Private… 权重
IVV iShares Core S&P 500 ETF	10.8%	4.6%
VEA Vanguard FTSE Developed…	4.9%	3.4%
BND Vanguard Total Bond…	5.6%	0.6%
AAPL Apple Inc.	2.1%	3.8%
SPDW State Street SPDR…	4.3%	0.1%
NVDA NVIDIA Corporation	1.7%	2.6%
SPMD State Street SPDR…	4.0%	0.0%
IEMG iShares Core MSCI…	3.8%	0.2%
MSFT Microsoft Corporation	0.9%	2.6%
VOO Vanguard S&P 500 ETF	0.7%	2.6%
SPY State Street SPDR S&P 500…	1.3%	1.4%
AMZN Amazon.com, Inc.	0.7%	2.0%
GOOG Alphabet Inc.	0.4%	2.2%
GOOGL Alphabet Inc.	0.7%	1.9%
VV Vanguard Morningstar…	2.4%	0.1%
BSV Vanguard Short-Term Bond…	2.0%	0.4%
VTI Vanguard Morningstar…	1.3%	0.9%
AVGO Broadcom Inc.	0.4%	1.7%
BRK-B Berkshire Hathaway Inc.	0.8%	1.1%
SPYM State Street SPDR…	1.8%	0.0%
VO Vanguard Morningstar…	1.5%	0.2%
AVDV Avantis International…	1.5%	0.1%
JPM JPMorgan Chase & Co.	0.3%	1.4%
AVUV Avantis U.S. Small Cap…	1.6%	0.1%
SCHX Schwab U.S. Large-Cap ETF	1.4%	0.2%
VCIT Vanguard…	1.3%	0.2%
SCHF Schwab International…	0.7%	0.7%
DFAS Dimensional - US Small…	1.3%	0.1%
XLRE State Street Real Estate…	1.3%	0.0%
VWO Vanguard FTSE Emerging…	0.6%	0.7%
LLY Eli Lilly and Company	0.3%	1.0%
COST Costco Wholesale…	0.2%	0.9%
VTEB Vanguard Tax-Exempt Bond…	0.8%	0.3%
VGIT Vanguard…	0.7%	0.4%
JNJ Johnson & Johnson	0.2%	0.9%
META Meta Platforms, Inc.	0.3%	0.7%
MUB iShares National Muni…	0.9%	0.1%
SPSB State Street SPDR…	1.0%	0.0%
IDEV iShares Core MSCI…	1.0%	0.0%
CAT Caterpillar Inc.	0.2%	0.7%
AGG iShares Core U.S.…	0.8%	0.1%
V Visa Inc.	0.2%	0.7%
VUG Vanguard Morningstar…	0.1%	0.8%
ABBV AbbVie Inc.	0.2%	0.7%
QQQ Invesco QQQ Trust, Series…	0.3%	0.5%
IJH iShares Core S&P Mid-Cap…	0.2%	0.6%
VNQ Vanguard Real Estate ETF	0.7%	0.1%
LRCX Lam Research Corporation	0.2%	0.6%
TSLA Tesla, Inc.	0.3%	0.5%
MU Micron Technology, Inc.	0.3%	0.4%
SPEM State Street SPDR…	0.6%	0.1%
XONA.DE Exxon Mobil Corporation	0.2%	0.5%
AMD Advanced Micro Devices…	0.3%	0.5%
DFAT Dimensional - US Targeted…	0.5%	0.2%
SCHM Schwab U.S. Mid-Cap ETF	0.6%	0.0%
ASML ASML Holding N.V.	0.1%	0.6%
HD The Home Depot, Inc.	0.1%	0.5%
VIG Vanguard Dividend…	0.2%	0.5%
CVX Chevron Corporation	0.1%	0.5%
AMAT Applied Materials, Inc.	0.3%	0.3%

独特地 Creative Planning

IGOV	0.0%
GEL Genesis Energy, L.P.	0.0%
FLV	0.0%
ONEY	0.0%
BWX	0.0%
IDLV	0.0%
TCHP T. Rowe Price Blue…	0.0%
SPGP Invesco S&P 500 GARP…	0.0%
MRX Marex Group Limited	0.0%
FALN iShares Fallen Angels…	0.0%
VCEB	0.0%
PAUG	0.0%
GSY Invesco Ultra Short…	0.0%
NWPX NWPX Infrastructure…	0.0%
WMK Weis Markets, Inc.	0.0%

独特地 Corient Private…

WINN	0.2%
ACIO	0.1%
NRP Natural Resource…	0.1%
PWRL	0.1%
DRSK	0.1%
UBND	0.0%
OSCV	0.0%
NCDL	0.0%
JSI	0.0%
OSEA	0.0%
FSMB	0.0%
FVR	0.0%
TMSL T. Rowe Price…	0.0%
AMID	0.0%
DFSU	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

Creative Planning ⇄ Corient Private Wealth LP

共同持仓 · Q2 2026

独特地 Creative Planning

独特地 Corient Private…