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

Marshall Wace ⇄ Creative Planning

60共通ポジション

43.4%銘柄の重複（ジャッカード）

15+のみ Marshall Wace

15+のみ Creative…

共通保有銘柄 · Q2 2026

有価証券	Marshall Wace ウェイト	Creative Planning ウェイト
IVV iShares Core S&P 500 ETF	25.3%	10.8%
SPYM State Street SPDR…	3.5%	1.8%
AAPL Apple Inc.	2.2%	2.1%
NVDA NVIDIA Corporation	1.5%	1.7%
AMZN Amazon.com, Inc.	1.9%	0.7%
AMD Advanced Micro Devices…	1.9%	0.3%
MSFT Microsoft Corporation	1.1%	0.9%
MU Micron Technology, Inc.	1.3%	0.3%
GOOGL Alphabet Inc.	0.7%	0.7%
SPY State Street SPDR S&P 500…	0.0%	1.3%
COST Costco Wholesale…	0.9%	0.2%
TSLA Tesla, Inc.	0.8%	0.3%
BRK-B Berkshire Hathaway Inc.	0.2%	0.8%
TSM Taiwan Semiconductor…	0.7%	0.2%
MS Morgan Stanley	0.8%	0.1%
JPM JPMorgan Chase & Co.	0.5%	0.3%
JNJ Johnson & Johnson	0.6%	0.2%
ABBV AbbVie Inc.	0.6%	0.2%
AVGO Broadcom Inc.	0.4%	0.4%
META Meta Platforms, Inc.	0.4%	0.3%
BAC Bank of America…	0.6%	0.1%
UNH UnitedHealth Group…	0.6%	0.1%
KO The Coca-Cola Company	0.6%	0.1%
HLT Hilton Worldwide Holdings…	0.7%	0.0%
LLY Eli Lilly and Company	0.3%	0.3%
AMAT Applied Materials, Inc.	0.4%	0.3%
GOOG Alphabet Inc.	0.2%	0.4%
XONA.DE Exxon Mobil Corporation	0.4%	0.2%
IBM International Business…	0.4%	0.1%
ABT Abbott Laboratories	0.4%	0.1%
CSCO Cisco Systems, Inc.	0.4%	0.1%
SNDK Sandisk Corporation	0.4%	0.1%
AXP American Express Company	0.4%	0.1%
TXN Texas Instruments…	0.4%	0.1%
BE Bloom Energy Corporation	0.4%	0.0%
CVX Chevron Corporation	0.4%	0.1%
QCOM QUALCOMM Incorporated	0.4%	0.1%
WT WisdomTree, Inc.	0.0%	0.4%
CME CME Group Inc.	0.4%	0.0%
WMT Walmart Inc.	0.3%	0.2%
INTC Intel Corp.	0.3%	0.1%
FERG Ferguson plc	0.4%	0.0%
GLW Corning Inc	0.3%	0.1%
NOK Nokia Oyj	0.4%	0.0%
MNST Monster Beverage…	0.4%	0.0%
ADP Automatic Data…	0.3%	0.0%
VYM Vanguard High Dividend…	0.0%	0.4%
UBER Uber Technologies, Inc.	0.3%	0.0%
MO Altria Group, Inc.	0.3%	0.0%
UPS United Parcel Service…	0.3%	0.0%
PH Parker-Hannifin…	0.3%	0.0%
GFS GLOBALFOUNDRIES Inc.	0.3%	0.0%
TMUS T-Mobile US, Inc.	0.3%	0.0%
VRT Vertiv Holdings Co	0.3%	0.0%
PLTR Palantir Technologies Inc.	0.3%	0.0%
NEE NextEra Energy, Inc.	0.3%	0.1%
CRM Salesforce, Inc.	0.3%	0.0%
HOOD Robinhood Markets, Inc.	0.3%	0.0%
CASY Casey's General Stores…	0.3%	0.0%
ADI Analog Devices, Inc.	0.2%	0.0%

際立って Marshall Wace

KLAR Klarna Group plc	0.1%
HNGE Hinge Health, Inc.	0.1%
SMCIP	0.1%
MANE Veradermics…	0.1%
ETOR eToro Group Ltd.	0.1%
CMPS COMPASS Pathways plc	0.1%
IFS Intercorp Financial…	0.0%
CHYM Chime Financial, Inc.…	0.0%
BW Babcock & Wilcox…	0.0%
GOOGN Alphabet Inc.…	0.0%
FRO Frontline Plc	0.0%
VIST Vista Energy, S.A.B.…	0.0%
DLO Dlocal Limited	0.0%
QNT Quantinuum Inc. Class…	0.0%
GOOGM Alphabet Inc.…	0.0%

際立って Creative Planning

BND Vanguard Total Bond…	5.6%
VEA Vanguard FTSE…	4.9%
SPDW State Street SPDR…	4.3%
SPMD State Street SPDR…	4.0%
IEMG iShares Core MSCI…	3.8%
VV Vanguard Morningstar…	2.4%
BSV Vanguard Short-Term…	2.0%
AVUV Avantis U.S. Small…	1.6%
VO Vanguard Morningstar…	1.5%
AVDV Avantis International…	1.5%
SCHX Schwab U.S. Large-Cap…	1.4%
VCIT Vanguard…	1.3%
DFAS Dimensional - US…	1.3%
XLRE State Street Real…	1.3%
VTI Vanguard Morningstar…	1.3%

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