Trade Filings

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管理人 A 管理人 B

LPL Financial LLC ⇄ Mml Investors Services, Llc

60共同持仓

56.8%名称重叠（Jaccard 指数）

15+仅 LPL Financial…

15+仅 Mml Investors…

共同持仓 · Q2 2026

证券	LPL Financial LLC 权重	Mml Investors… 权重
IVV iShares Core S&P 500 ETF	2.5%	4.3%
AAPL Apple Inc.	1.6%	1.8%
NVDA NVIDIA Corporation	1.5%	1.8%
QQQ Invesco QQQ Trust, Series…	1.8%	1.4%
SPY State Street SPDR S&P 500…	1.7%	1.1%
VOO Vanguard S&P 500 ETF	1.0%	1.2%
MSFT Microsoft Corporation	0.9%	1.2%
AMZN Amazon.com, Inc.	0.9%	1.2%
DYNF iShares U.S. Equity…	0.7%	1.3%
IEFA iShares Core MSCI EAFE ETF	1.0%	0.9%
IEMG iShares Core MSCI…	0.9%	1.0%
GOOGL Alphabet Inc.	0.7%	1.1%
SPYM State Street SPDR…	1.3%	0.6%
VEA Vanguard FTSE Developed…	0.5%	1.3%
IVW iShares S&P 500 Growth ETF	0.7%	1.1%
IUSB iShares Core Universal…	0.6%	1.1%
VUG Vanguard Morningstar…	0.6%	0.8%
SPYG State Street SPDR…	1.1%	0.3%
CGDV Capital Group Dividend…	0.9%	0.5%
IVE iShares S&P 500 Value ETF	0.5%	0.8%
VTI Vanguard Morningstar…	0.9%	0.4%
AVGO Broadcom Inc.	0.6%	0.6%
QQQM Invesco NASDAQ 100 ETF	0.8%	0.4%
GOVT iShares U.S. Treasury…	0.8%	0.4%
VTV Vanguard Morningstar…	0.6%	0.6%
WT WisdomTree, Inc.	0.9%	0.3%
QUAL iShares MSCI USA Quality…	0.7%	0.4%
XLK State Street Technology…	0.7%	0.4%
GOOG Alphabet Inc.	0.5%	0.6%
META Meta Platforms, Inc.	0.4%	0.6%
SCHG Schwab U.S. Large-Cap…	0.3%	0.7%
CGGR Capital Group Growth ETF	0.6%	0.4%
JPM JPMorgan Chase & Co.	0.4%	0.6%
BAI iShares A.I. Innovation…	0.3%	0.7%
IJR iShares Core S&P…	0.5%	0.4%
IJH iShares Core S&P Mid-Cap…	0.4%	0.5%
IWF iShares Russell 1000…	0.4%	0.5%
MBB iShares MBS ETF	0.6%	0.3%
RDVY First Trust Rising…	0.6%	0.3%
SPYV State Street SPDR…	0.7%	0.2%
DGRO iShares Core Dividend…	0.4%	0.5%
MTUM iShares MSCI USA Momentum…	0.3%	0.6%
MUB iShares National Muni…	0.3%	0.5%
BDYN iShares Dynamic Equity…	0.1%	0.7%
BND Vanguard Total Bond…	0.3%	0.5%
SMH VanEck Semiconductor ETF	0.4%	0.4%
SPDW State Street SPDR…	0.4%	0.3%
LLY Eli Lilly and Company	0.3%	0.4%
BRK-B Berkshire Hathaway Inc.	0.4%	0.4%
EFG iShares MSCI EAFE Growth…	0.2%	0.5%
VONV Vanguard Russell 1000…	0.6%	0.1%
MU Micron Technology, Inc.	0.4%	0.3%
TSLA Tesla, Inc.	0.3%	0.4%
FELG Fidelity Enhanced Large…	0.0%	0.6%
IUSG iShares Core S&P U.S.…	0.6%	0.1%
SCHD Schwab U.S. Dividend…	0.2%	0.4%
TSM Taiwan Semiconductor…	0.2%	0.4%
BUFR FT Vest Laddered Buffer…	0.4%	0.3%
VIG Vanguard Dividend…	0.4%	0.3%
AGG iShares Core U.S.…	0.3%	0.3%

独特地 LPL Financial LLC

SECT Main Sector Rotation…	0.1%
BUYW	0.1%
TGRT	0.1%
HYTR	0.1%
TVAL	0.0%
SPGM	0.0%
INCM	0.0%
EMEQ	0.0%
LRGG	0.0%
WINN	0.0%
TAGG	0.0%
JSI	0.0%
ECON	0.0%
NBSD	0.0%
TOUS	0.0%

独特地 Mml Investors…

RSST	0.0%
BUXX	0.0%
CTAP	0.0%
QDTE	0.0%
EETH	0.0%
FNGS	0.0%
EQTY Kovitz Core Equity ETF	0.0%
XEMD	0.0%
AAMI Acadian Asset…	0.0%
FETH	0.0%
RSSB	0.0%
CGIB	0.0%
GBND	0.0%
GOGO Gogo Inc.	0.0%
ACT Enact Holdings 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 ⇄ Mml Investors Services, Llc

共同持仓 · Q2 2026

独特地 LPL Financial LLC

独特地 Mml Investors…