Trade Filings

Antique route map of roads converging on a single obelisk crossroads

管理人 A 管理人 B

Focus Partners Wealth ⇄ Rockefeller Capital Management L.P.

60共同持仓

49.1%名称重叠（Jaccard 指数）

15+仅 Focus…

15+仅 Rockefeller…

共同持仓 · Q2 2026

证券	Focus Partners… 权重	Rockefeller Capital… 权重
AAPL Apple Inc.	3.0%	3.1%
NVDA NVIDIA Corporation	2.6%	2.8%
SPY State Street SPDR S&P 500…	1.7%	3.2%
MSFT Microsoft Corporation	1.9%	2.2%
AMZN Amazon.com, Inc.	1.7%	2.2%
GOOGL Alphabet Inc.	1.5%	2.3%
VOO Vanguard S&P 500 ETF	1.9%	1.5%
IVV iShares Core S&P 500 ETF	1.9%	1.4%
XLK State Street Technology…	2.5%	0.6%
AVGO Broadcom Inc.	1.0%	1.7%
GOOG Alphabet Inc.	1.4%	1.2%
JPM JPMorgan Chase & Co.	1.0%	1.2%
DFAC Dimensional - US Core…	1.9%	0.0%
VTI Vanguard Morningstar…	1.0%	0.7%
ITOT iShares Core S&P Total…	1.4%	0.1%
META Meta Platforms, Inc.	0.6%	0.9%
IWF iShares Russell 1000…	0.7%	0.9%
AMD Advanced Micro Devices…	0.8%	0.7%
VTV Vanguard Morningstar…	1.0%	0.5%
VEA Vanguard FTSE Developed…	0.9%	0.5%
LLY Eli Lilly and Company	0.3%	1.0%
V Visa Inc.	0.6%	0.7%
QQQ Invesco QQQ Trust, Series…	0.0%	1.3%
BRK-B Berkshire Hathaway Inc.	0.7%	0.5%
BSVO EA Bridgeway Omni…	1.1%	0.0%
MU Micron Technology, Inc.	0.5%	0.6%
VGT Vanguard Information…	0.6%	0.4%
DFIV Dimensional -…	1.0%	0.0%
COST Costco Wholesale…	0.3%	0.6%
VGIT Vanguard…	0.9%	0.0%
DUHP Dimensional - US High…	0.9%	0.0%
IWD iShares Russell 1000…	0.4%	0.6%
WT WisdomTree, Inc.	0.5%	0.4%
LRCX Lam Research Corporation	0.7%	0.2%
DFAT Dimensional - US Targeted…	0.9%	0.0%
RSP Invesco S&P 500 Equal…	0.3%	0.5%
GEV GE Vernova Inc.	0.1%	0.8%
AVUV Avantis U.S. Small Cap…	0.8%	0.0%
IWB iShares Russell 1000 ETF	0.8%	0.1%
VUG Vanguard Morningstar…	0.4%	0.5%
JNJ Johnson & Johnson	0.4%	0.4%
DFUV Dimensional - US…	0.8%	0.0%
CAT Caterpillar Inc.	0.3%	0.5%
DFUS Dimensional U.S. Equity…	0.8%	0.0%
TSM Taiwan Semiconductor…	0.1%	0.7%
AMAT Applied Materials, Inc.	0.3%	0.5%
TMO Thermo Fisher Scientific…	0.4%	0.3%
HD The Home Depot, Inc.	0.2%	0.6%
IEFA iShares Core MSCI EAFE ETF	0.3%	0.5%
CSCO Cisco Systems, Inc.	0.3%	0.4%
PANW Palo Alto Networks, Inc.	0.2%	0.5%
IXUS iShares Core MSCI Total…	0.7%	0.0%
WMT Walmart Inc.	0.4%	0.3%
GLD SPDR Gold Shares	0.2%	0.5%
XLF State Street Financial…	0.5%	0.2%
IJR iShares Core S&P…	0.3%	0.4%
CVX Chevron Corporation	0.3%	0.4%
EFA iShares MSCI EAFE ETF	0.2%	0.5%
SMH VanEck Semiconductor ETF	0.4%	0.3%
CRWD CrowdStrike Holdings, Inc.	0.1%	0.6%

独特地 Focus Partners Wealth

EQTY Kovitz Core Equity ETF	1.3%
DFNM	0.3%
ISVL	0.2%
KAT	0.1%
QLTY	0.1%
DFAR	0.1%
IBTI	0.1%
HELO JPMorgan Hedged…	0.1%
DFSI	0.1%
XONE	0.0%
CLOZ	0.0%
VGSR	0.0%
GNMA	0.0%
DFIS Dimensional -…	0.0%
DFSE	0.0%

独特地 Rockefeller Capital…

RGEF	1.0%
RSMC	0.9%
RMOP	0.4%
PWR Quanta Services, Inc.	0.1%
HASI HA Sustainable…	0.1%
COR Cencora, Inc.	0.1%
RDNT RadNet, Inc.	0.1%
IUS	0.1%
AIRR First Trust RBA…	0.1%
KT KT Corporation	0.1%
PVAL Putnam Focused Large…	0.1%
ESE ESCO Technologies Inc.	0.1%
SKY Champion Homes, Inc.	0.1%
TDY Teledyne Technologies…	0.1%
CSMD	0.1%

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

Focus Partners Wealth ⇄ Rockefeller Capital Management L.P.

共同持仓 · Q2 2026

独特地 Focus Partners Wealth

独特地 Rockefeller Capital…