マネジャーを比較

Antique route map of roads converging on a single obelisk crossroads

運用会社 A 運用会社 B

First Trust Advisors Lp ⇄ Universal- Beteiligungs- und Servicegesellschaft mbH

60共通ポジション

60.8%銘柄の重複（ジャッカード）

15+のみ First Trust…

15+のみ Universal-…

共通保有銘柄 · Q2 2026

有価証券	First Trust… ウェイト	Universal-… ウェイト
NVDA NVIDIA Corporation	1.3%	6.5%
AAPL Apple Inc.	1.0%	4.9%
MSFT Microsoft Corporation	1.0%	3.8%
GOOGL Alphabet Inc.	1.1%	3.6%
AMZN Amazon.com, Inc.	0.6%	3.4%
AVGO Broadcom Inc.	1.1%	2.2%
MU Micron Technology, Inc.	0.8%	1.8%
META Meta Platforms, Inc.	0.7%	1.7%
GOOG Alphabet Inc.	0.2%	2.0%
CSCO Cisco Systems, Inc.	1.5%	0.8%
AMAT Applied Materials, Inc.	1.0%	1.0%
AMD Advanced Micro Devices…	0.4%	1.6%
LRCX Lam Research Corporation	0.9%	0.9%
PANW Palo Alto Networks, Inc.	1.1%	0.5%
KLAC KLA Corporation	0.9%	0.6%
TSLA Tesla, Inc.	0.4%	1.2%
V Visa Inc.	0.4%	1.1%
LLY Eli Lilly and Company	0.2%	1.1%
JPM JPMorgan Chase & Co.	0.4%	0.9%
FTNT Fortinet, Inc.	1.0%	0.1%
CRWD CrowdStrike Holdings, Inc.	0.9%	0.3%
MA Mastercard Incorporated	0.3%	0.8%
JNJ Johnson & Johnson	0.2%	0.9%
ETN Eaton Corporation plc	0.8%	0.3%
GEV GE Vernova Inc.	0.7%	0.3%
IBM International Business…	0.6%	0.4%
INTC Intel Corp.	0.4%	0.6%
PWR Quanta Services, Inc.	0.8%	0.1%
COST Costco Wholesale…	0.4%	0.5%
JCI Johnson Controls…	0.7%	0.1%
WMT Walmart Inc.	0.2%	0.6%
LIN Linde plc	0.2%	0.7%
BAC Bank of America…	0.4%	0.4%
CRM Salesforce, Inc.	0.4%	0.4%
BRK-B Berkshire Hathaway Inc.	0.1%	0.7%
MRVL Marvell Technology, Inc.	0.3%	0.4%
TXN Texas Instruments…	0.4%	0.3%
ANET Arista Networks, Inc.	0.5%	0.3%
ORCL Oracle Corporation	0.5%	0.3%
GE GE Aerospace	0.4%	0.3%
PEP PepsiCo, Inc.	0.4%	0.3%
QCOM QUALCOMM Incorporated	0.3%	0.4%
BKNG Booking Holdings Inc.	0.3%	0.3%
NFLX Netflix, Inc.	0.2%	0.5%
ABBV AbbVie Inc.	0.1%	0.6%
WDC Western Digital…	0.3%	0.4%
ADI Analog Devices, Inc.	0.3%	0.4%
VZ Verizon Communications…	0.4%	0.2%
CVX Chevron Corporation	0.4%	0.3%
PG The Procter & Gamble…	0.1%	0.5%
AXP American Express Company	0.3%	0.3%
NET Cloudflare, Inc.	0.5%	0.1%
KO The Coca-Cola Company	0.2%	0.4%
MRK Merck & Co., Inc.	0.2%	0.4%
ADP Automatic Data…	0.4%	0.2%
APH Amphenol Corporation	0.2%	0.4%
CAT Caterpillar Inc.	0.1%	0.5%
FIX Comfort Systems USA, Inc.	0.4%	0.1%
USB U.S. Bancorp	0.4%	0.2%
DDOG Datadog, Inc.	0.4%	0.1%

際立って First Trust Advisors…

FBT First Trust NYSE Arca…	0.5%
FTXL First Trust Nasdaq…	0.5%
QTEC First Trust…	0.5%
FXL First Trust…	0.5%
FTXR	0.5%
STX Seagate Technology…	0.3%
NVT nVent Electric plc	0.3%
FROG JFrog Ltd.	0.2%
TSM Taiwan Semiconductor…	0.2%
CHKP Check Point Software…	0.2%
ASML ASML Holding N.V.	0.2%
NXPI NXP Semiconductors…	0.2%
INFY Infosys Limited	0.2%
BB BlackBerry Limited	0.1%
LMT Lockheed Martin…	0.1%

際立って Universal-…

BXDC	0.0%
HPP Hudson Pacific…	0.0%
BAC-PL Bank of America…	0.0%
CRBG Corebridge Financial…	0.0%
JAN Janus Living, Inc.	0.0%
TCX	0.0%
GPCR Structure…	0.0%
SVV	0.0%
COUR Coursera, Inc.	0.0%
MWH	0.0%
WKC World Kinect…	0.0%
NOVT Novanta Inc.	0.0%
DNLI Denali Therapeutics…	0.0%
TPG TPG Inc.	0.0%
NP	0.0%

出典: 両マネージャーの解析済み普通株ポジションからリアルタイムで算出されたオーバーラップ（対象期間： Q2 2026. 報告済みロングのみ — ヘッジおよび非13F資産は表示されません。方法論