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Focus Partners Wealth ⇄ Ameriprise Financial Inc

60Ortak pozisyonlar

49.6%Ad örtüşmesi (Jaccard)

15+Yalnızca Focus…

15+Yalnızca Ameriprise…

Ortak varlıklar · Q2 2026

Menkul kıymet	Focus Partners… ağırlık	Ameriprise… ağırlık
NVDA NVIDIA Corporation	2.6%	3.7%
AAPL Apple Inc.	3.0%	3.0%
MSFT Microsoft Corporation	1.9%	2.2%
GOOGL Alphabet Inc.	1.5%	2.3%
AMZN Amazon.com, Inc.	1.7%	1.5%
AVGO Broadcom Inc.	1.0%	2.0%
IVV iShares Core S&P 500 ETF	1.9%	1.1%
XLK State Street Technology…	2.5%	0.4%
VOO Vanguard S&P 500 ETF	1.9%	0.6%
LRCX Lam Research Corporation	0.7%	1.5%
GOOG Alphabet Inc.	1.4%	0.8%
SPY State Street SPDR S&P 500…	1.7%	0.4%
JPM JPMorgan Chase & Co.	1.0%	1.1%
DFAC Dimensional - US Core…	1.9%	0.0%
META Meta Platforms, Inc.	0.6%	0.9%
ITOT iShares Core S&P Total…	1.4%	0.1%
V Visa Inc.	0.6%	0.9%
MU Micron Technology, Inc.	0.5%	1.0%
VTV Vanguard Morningstar…	1.0%	0.5%
AMAT Applied Materials, Inc.	0.3%	0.9%
VTI Vanguard Morningstar…	1.0%	0.1%
AMD Advanced Micro Devices…	0.8%	0.4%
BE Bloom Energy Corporation	0.0%	1.1%
VEA Vanguard FTSE Developed…	0.9%	0.2%
JNJ Johnson & Johnson	0.4%	0.7%
CSCO Cisco Systems, Inc.	0.3%	0.7%
LLY Eli Lilly and Company	0.3%	0.7%
WMT Walmart Inc.	0.4%	0.6%
VGIT Vanguard…	0.9%	0.1%
BRK-B Berkshire Hathaway Inc.	0.7%	0.3%
CVX Chevron Corporation	0.3%	0.7%
DFIV Dimensional -…	1.0%	0.0%
AVUV Avantis U.S. Small Cap…	0.8%	0.1%
DFAT Dimensional - US Targeted…	0.9%	0.0%
MA Mastercard Incorporated	0.3%	0.5%
BAC Bank of America…	0.2%	0.7%
KLAC KLA Corporation	0.4%	0.4%
ABBV AbbVie Inc.	0.2%	0.6%
IWB iShares Russell 1000 ETF	0.8%	0.0%
IWF iShares Russell 1000…	0.7%	0.2%
DFUV Dimensional - US…	0.8%	0.0%
DFUS Dimensional U.S. Equity…	0.8%	0.0%
VUG Vanguard Morningstar…	0.4%	0.4%
IWD iShares Russell 1000…	0.4%	0.4%
WT WisdomTree, Inc.	0.5%	0.3%
PG The Procter & Gamble…	0.3%	0.4%
VGT Vanguard Information…	0.6%	0.1%
IXUS iShares Core MSCI Total…	0.7%	0.0%
PANW Palo Alto Networks, Inc.	0.2%	0.5%
MS Morgan Stanley	0.1%	0.6%
XLF State Street Financial…	0.5%	0.1%
TSLA Tesla, Inc.	0.3%	0.3%
MRVL Marvell Technology, Inc.	0.1%	0.5%
MRK Merck & Co., Inc.	0.2%	0.5%
PM Philip Morris…	0.3%	0.3%
ANET Arista Networks, Inc.	0.2%	0.4%
TMO Thermo Fisher Scientific…	0.4%	0.2%
QQQ Invesco QQQ Trust, Series…	0.0%	0.6%
COST Costco Wholesale…	0.3%	0.3%
TJX The TJX Companies, Inc.	0.1%	0.4%

Belirgin biçimde Focus Partners Wealth

EQTY Kovitz Core Equity ETF	1.3%
BSVO EA Bridgeway Omni…	1.1%
DUHP Dimensional - US High…	0.9%
DIHP Dimensional…	0.6%
DISV Dimensional -…	0.6%
DFEM Dimensional -…	0.4%
DFAX Dimensional World ex…	0.4%
DFSD Dimensional - Short…	0.4%
DFNM	0.3%
ISVL	0.2%
DFSV Dimensional - US…	0.2%
ICSH iShares Ultra Short…	0.2%
KAT	0.1%
DFGR	0.1%
QLTY	0.1%

Belirgin biçimde Ameriprise Financial…

SYNA Synaptics Incorporated	0.2%
LYFT Lyft, Inc.	0.2%
CRUX Columbia Core Bond ETF	0.2%
SMTC Semtech Corporation	0.1%
FMDE Fidelity Enhanced Mid…	0.1%
STZ Constellation Brands…	0.1%
ADEA Adeia Inc.	0.1%
EPAM EPAM Systems, Inc.	0.1%
FESM Fidelity Enhanced…	0.1%
WIX Wix.com Ltd.	0.1%
NCLH Norwegian Cruise Line…	0.1%
EVTR Eaton Vance Total…	0.1%
LSCC Lattice Semiconductor…	0.1%
PRMB Primo Brands…	0.1%
HFXI NYLI FTSE…	0.1%

Kaynak: Örtüşme, her iki yöneticinin ayrıştırılmış adi hisse senedi pozisyonlarından anlık olarak hesaplanmaktadır: Q2 2026. Yalnızca raporlanan uzun pozisyonlar — hedgeler ve 13F kapsamı dışındaki varlıklar görünmez. Metodoloji

Yöneticileri Karşılaştır

Focus Partners Wealth ⇄ Ameriprise Financial Inc

Ortak varlıklar · Q2 2026

Belirgin biçimde Focus Partners Wealth

Belirgin biçimde Ameriprise Financial…