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Gestore A Gestore B

Marshall Wace ⇄ Wealth Enhancement Advisory Services, Llc

60Posizioni condivise

36.3%Sovrapposizione di nomi (Jaccard)

15+Solo Marshall Wace

15+Solo Wealth…

Posizioni condivise · Q2 2026

Strumento finanziario	Marshall Wace peso	Wealth Enhancement… peso
IVV iShares Core S&P 500 ETF	25.3%	6.1%
AAPL Apple Inc.	2.2%	3.1%
SPYM State Street SPDR…	3.5%	0.4%
NVDA NVIDIA Corporation	1.5%	2.2%
AMZN Amazon.com, Inc.	1.9%	1.3%
MSFT Microsoft Corporation	1.1%	1.6%
MU Micron Technology, Inc.	1.3%	1.0%
AMD Advanced Micro Devices…	1.9%	0.2%
GOOGL Alphabet Inc.	0.7%	1.2%
JNJ Johnson & Johnson	0.6%	0.7%
JPM JPMorgan Chase & Co.	0.5%	0.7%
COST Costco Wholesale…	0.9%	0.1%
MS Morgan Stanley	0.8%	0.2%
TSLA Tesla, Inc.	0.8%	0.2%
AVGO Broadcom Inc.	0.4%	0.6%
AMAT Applied Materials, Inc.	0.4%	0.5%
TSM Taiwan Semiconductor…	0.7%	0.1%
ABBV AbbVie Inc.	0.6%	0.2%
XONA.DE Exxon Mobil Corporation	0.4%	0.5%
BAC Bank of America…	0.6%	0.2%
USMV iShares MSCI USA Min Vol…	0.0%	0.8%
META Meta Platforms, Inc.	0.4%	0.4%
UNH UnitedHealth Group…	0.6%	0.1%
GOOG Alphabet Inc.	0.2%	0.6%
BRK-B Berkshire Hathaway Inc.	0.2%	0.6%
KO The Coca-Cola Company	0.6%	0.2%
CSCO Cisco Systems, Inc.	0.4%	0.4%
SPY State Street SPDR S&P 500…	0.0%	0.7%
WMT Walmart Inc.	0.3%	0.4%
IBM International Business…	0.4%	0.3%
LLY Eli Lilly and Company	0.3%	0.3%
SNDK Sandisk Corporation	0.4%	0.3%
HLT Hilton Worldwide Holdings…	0.7%	0.0%
CVX Chevron Corporation	0.4%	0.3%
ABT Abbott Laboratories	0.4%	0.2%
GLW Corning Inc	0.3%	0.3%
LRCX Lam Research Corporation	0.0%	0.5%
VTV Vanguard Morningstar…	0.1%	0.5%
TXN Texas Instruments…	0.4%	0.2%
QCOM QUALCOMM Incorporated	0.4%	0.2%
AXP American Express Company	0.4%	0.1%
VIG Vanguard Dividend…	0.0%	0.5%
UPS United Parcel Service…	0.3%	0.2%
FERG Ferguson plc	0.4%	0.1%
CME CME Group Inc.	0.4%	0.0%
VRT Vertiv Holdings Co	0.3%	0.2%
WDC Western Digital…	0.2%	0.2%
BE Bloom Energy Corporation	0.4%	0.0%
TMUS T-Mobile US, Inc.	0.3%	0.1%
INTC Intel Corp.	0.3%	0.1%
ADP Automatic Data…	0.3%	0.1%
MO Altria Group, Inc.	0.3%	0.1%
MNST Monster Beverage…	0.4%	0.0%
PEP PepsiCo, Inc.	0.2%	0.2%
RTX RTX Corporation	0.2%	0.2%
NOK Nokia Oyj	0.4%	0.0%
ADI Analog Devices, Inc.	0.2%	0.1%
MTUM iShares MSCI USA Momentum…	0.0%	0.3%
UBER Uber Technologies, Inc.	0.3%	0.0%
PLTR Palantir Technologies Inc.	0.3%	0.1%

In modo distintivo Marshall Wace

AS Amer Sports, Inc.	0.2%
BAP Credicorp Ltd.	0.1%
GLBE Global-e Online Ltd.	0.1%
KLAR Klarna Group plc	0.1%
FOUR Shift4 Payments, Inc.	0.1%
SIMO Silicon Motion…	0.1%
SYRE Spyre Therapeutics…	0.1%
HNGE Hinge Health, Inc.	0.1%
SMCIP	0.1%
INTR Inter & Co, Inc.	0.1%
MANE Veradermics…	0.1%
BBD Banco Bradesco S.A.	0.1%
ETOR eToro Group Ltd.	0.1%
PDD PDD Holdings Inc.	0.0%
BB BlackBerry Limited	0.0%

In modo distintivo Wealth Enhancement…

AGG iShares Core U.S.…	2.7%
SMTH ALPS Funds Smith Core…	2.1%
VWO Vanguard FTSE…	1.5%
FNDF Schwab Fundamental…	1.4%
USVM VictoryShares US…	1.4%
AVLV Avantis U.S. Large…	1.4%
JMOM JPMorgan U.S.…	1.4%
IMTM iShares MSCI Intl…	1.2%
GOVT iShares U.S. Treasury…	1.0%
SPHQ Invesco S&P 500…	0.9%
UYLD Angel Oak Ultrashort…	0.8%
AVDE Avantis International…	0.8%
VOO Vanguard S&P 500 ETF	0.7%
SCHX Schwab U.S. Large-Cap…	0.6%
QQQ Invesco QQQ Trust…	0.5%

Provenienza: Sovrapposizione calcolata in tempo reale dalle posizioni in azioni ordinarie analizzate di entrambi i manager per Q2 2026. Solo posizioni lunghe dichiarate — hedging e asset non soggetti a 13F non sono visibili. Metodologia

Confronta gestori

Marshall Wace ⇄ Wealth Enhancement Advisory Services, Llc

Posizioni condivise · Q2 2026

In modo distintivo Marshall Wace

In modo distintivo Wealth Enhancement…