Trade Filings

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管理人 A 管理人 B

LPL Financial LLC ⇄ HighTower Advisors, LLC

60共同持仓

61.2%名称重叠（Jaccard 指数）

15+仅 LPL Financial…

15+仅 HighTower…

共同持仓 · Q2 2026

证券	LPL Financial LLC 权重	HighTower Advisors… 权重
IVV iShares Core S&P 500 ETF	2.5%	2.4%
AAPL Apple Inc.	1.6%	3.2%
SPY State Street SPDR S&P 500…	1.7%	2.0%
NVDA NVIDIA Corporation	1.5%	1.4%
VOO Vanguard S&P 500 ETF	1.0%	1.8%
JNJ Johnson & Johnson	0.3%	2.4%
MSFT Microsoft Corporation	0.9%	1.8%
QQQ Invesco QQQ Trust, Series…	1.8%	0.9%
AMZN Amazon.com, Inc.	0.9%	1.4%
GOOGL Alphabet Inc.	0.7%	1.3%
VTI Vanguard Morningstar…	0.9%	0.8%
SPYM State Street SPDR…	1.3%	0.4%
IEFA iShares Core MSCI EAFE ETF	1.0%	0.6%
BRK-B Berkshire Hathaway Inc.	0.4%	1.2%
WT WisdomTree, Inc.	0.9%	0.7%
VUG Vanguard Morningstar…	0.6%	0.8%
BRK-A Berkshire Hathaway Inc.	0.0%	1.4%
AVGO Broadcom Inc.	0.6%	0.8%
SPYG State Street SPDR…	1.1%	0.3%
VTV Vanguard Morningstar…	0.6%	0.8%
VEA Vanguard FTSE Developed…	0.5%	0.8%
GOOG Alphabet Inc.	0.5%	0.7%
JPM JPMorgan Chase & Co.	0.4%	0.8%
IEMG iShares Core MSCI…	0.9%	0.3%
META Meta Platforms, Inc.	0.4%	0.7%
IWF iShares Russell 1000…	0.4%	0.6%
IJR iShares Core S&P…	0.5%	0.5%
CGDV Capital Group Dividend…	0.9%	0.1%
QQQM Invesco NASDAQ 100 ETF	0.8%	0.2%
XLK State Street Technology…	0.7%	0.3%
QUAL iShares MSCI USA Quality…	0.7%	0.3%
IVW iShares S&P 500 Growth ETF	0.7%	0.3%
SN SharkNinja, Inc.	0.0%	0.9%
IJH iShares Core S&P Mid-Cap…	0.4%	0.5%
VIG Vanguard Dividend…	0.4%	0.5%
SPYV State Street SPDR…	0.7%	0.2%
MU Micron Technology, Inc.	0.4%	0.5%
IUSG iShares Core S&P U.S.…	0.6%	0.3%
GLD SPDR Gold Shares	0.4%	0.5%
CAT Caterpillar Inc.	0.3%	0.6%
LLY Eli Lilly and Company	0.3%	0.5%
GOVT iShares U.S. Treasury…	0.8%	0.0%
DYNF iShares U.S. Equity…	0.7%	0.1%
DGRO iShares Core Dividend…	0.4%	0.4%
RDVY First Trust Rising…	0.6%	0.1%
TSLA Tesla, Inc.	0.3%	0.4%
V Visa Inc.	0.2%	0.5%
VONG Vanguard Russell 1000…	0.5%	0.2%
ABBV AbbVie Inc.	0.2%	0.5%
VONV Vanguard Russell 1000…	0.6%	0.1%
VGT Vanguard Information…	0.3%	0.4%
IUSB iShares Core Universal…	0.6%	0.0%
CGGR Capital Group Growth ETF	0.6%	0.0%
SPDW State Street SPDR…	0.4%	0.2%
COST Costco Wholesale…	0.2%	0.4%
RSP Invesco S&P 500 Equal…	0.3%	0.3%
IVE iShares S&P 500 Value ETF	0.5%	0.1%
CSCO Cisco Systems, Inc.	0.2%	0.5%
CVX Chevron Corporation	0.2%	0.5%
SCHF Schwab International…	0.0%	0.6%

独特地 LPL Financial LLC

XONA.DE Exxon Mobil…	0.2%
RECS Columbia Research…	0.2%
CGCP Capital Group Core…	0.2%
GSUS Goldman Sachs…	0.1%
BDYN iShares Dynamic…	0.1%
SECT Main Sector Rotation…	0.1%
BDVL iShares Disciplined…	0.1%
GSY Invesco Ultra Short…	0.1%
BUYW	0.1%
TGRT	0.1%
GCOR	0.1%
DIVB	0.1%
HYTR	0.1%
DIVI	0.1%
QYLD Global X - Nasdaq 100…	0.1%

独特地 HighTower Advisors…

SIXH	0.5%
SIXA	0.4%
SIXL	0.2%
SIXS	0.1%
LINE Lineage, Inc.	0.1%
TBG	0.1%
INBX Inhibrx Biosciences…	0.1%
HEDG	0.1%
SXQG	0.1%
FRPH	0.0%
HUBG Hub Group, Inc.	0.0%
ROCY	0.0%
GRNJ	0.0%
DJCO	0.0%
STGW Stagwell Inc.	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

LPL Financial LLC ⇄ HighTower Advisors, LLC

共同持仓 · Q2 2026

独特地 LPL Financial LLC

独特地 HighTower Advisors…