Trade Filings

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管理人 A 管理人 B

Mercer Global Advisors Inc /Adv ⇄ Cerity Partners LLC

60共同持仓

66.0%名称重叠（Jaccard 指数）

15+仅 Mercer Global…

15+仅 Cerity…

共同持仓 · Q2 2026

证券	Mercer Global… 权重	Cerity Partners LLC 权重
VOO Vanguard S&P 500 ETF	4.6%	4.4%
AGG iShares Core U.S.…	5.5%	1.2%
AAPL Apple Inc.	2.5%	3.4%
BSV Vanguard Short-Term Bond…	4.9%	0.3%
NVDA NVIDIA Corporation	1.9%	3.3%
VEA Vanguard FTSE Developed…	3.2%	1.9%
DFAC Dimensional - US Core…	4.0%	0.2%
MTUM iShares MSCI USA Momentum…	3.4%	0.5%
IVV iShares Core S&P 500 ETF	1.2%	2.5%
DFUV Dimensional - US…	2.9%	0.2%
MSFT Microsoft Corporation	1.0%	1.9%
DUHP Dimensional - US High…	2.7%	0.0%
SPY State Street SPDR S&P 500…	0.5%	2.0%
BNDX Vanguard Total…	2.4%	0.1%
GOOGL Alphabet Inc.	0.7%	1.6%
AMZN Amazon.com, Inc.	0.7%	1.5%
GOOG Alphabet Inc.	0.7%	1.5%
AVGO Broadcom Inc.	0.6%	1.4%
DFIC Dimensional -…	1.9%	0.0%
IEFA iShares Core MSCI EAFE ETF	0.5%	1.4%
DFIV Dimensional -…	1.6%	0.2%
VTI Vanguard Morningstar…	0.7%	1.0%
IMTM iShares MSCI Intl…	1.7%	0.0%
VB Vanguard Morningstar…	1.3%	0.3%
VWO Vanguard FTSE Emerging…	1.2%	0.3%
MUB iShares National Muni…	1.4%	0.1%
DIHP Dimensional International…	1.5%	0.0%
AVEM Avantis Emerging Markets…	1.2%	0.3%
SUB iShares Short-Term…	1.4%	0.1%
LLY Eli Lilly and Company	0.3%	1.1%
QUAL iShares MSCI USA Quality…	0.3%	1.0%
META Meta Platforms, Inc.	0.4%	0.9%
JPM JPMorgan Chase & Co.	0.4%	0.8%
PG The Procter & Gamble…	0.1%	1.1%
QQQ Invesco QQQ Trust, Series…	0.4%	0.7%
SCHX Schwab U.S. Large-Cap ETF	0.4%	0.7%
VTEB Vanguard Tax-Exempt Bond…	0.7%	0.3%
MU Micron Technology, Inc.	0.6%	0.4%
IWF iShares Russell 1000…	0.3%	0.7%
IEMG iShares Core MSCI…	0.2%	0.7%
IJR iShares Core S&P…	0.3%	0.6%
BRK-B Berkshire Hathaway Inc.	0.4%	0.5%
VXF Vanguard Extended Market…	0.6%	0.3%
JNJ Johnson & Johnson	0.3%	0.6%
AMD Advanced Micro Devices…	0.3%	0.5%
RSP Invesco S&P 500 Equal…	0.1%	0.7%
IWB iShares Russell 1000 ETF	0.4%	0.4%
VUG Vanguard Morningstar…	0.2%	0.6%
IJH iShares Core S&P Mid-Cap…	0.2%	0.6%
VYM Vanguard High Dividend…	0.6%	0.2%
WMT Walmart Inc.	0.3%	0.4%
COST Costco Wholesale…	0.2%	0.5%
IDEV iShares Core MSCI…	0.0%	0.7%
VO Vanguard Morningstar…	0.1%	0.6%
VTV Vanguard Morningstar…	0.2%	0.5%
TSLA Tesla, Inc.	0.3%	0.3%
V Visa Inc.	0.2%	0.5%
XONA.DE Exxon Mobil Corporation	0.3%	0.3%
CAT Caterpillar Inc.	0.2%	0.4%
KLAC KLA Corporation	0.2%	0.4%

独特地 Mercer Global…

AVSC Avantis U.S. Small…	1.4%
DFCA	0.5%
IBDS iShares iBonds Dec…	0.2%
APGE Apogee Therapeutics…	0.2%
IBDR iShares iBonds Dec…	0.1%
NUSC	0.1%
BGRN	0.1%
AGGY	0.1%
DFSB	0.1%
IBMQ	0.1%
IBMP	0.1%
IBMS	0.1%
IBMR	0.1%
IBMO	0.1%
IBDW iShares iBonds Dec…	0.0%

独特地 Cerity Partners LLC

CGXU Capital Group…	0.2%
USVM VictoryShares US…	0.2%
SKOR	0.2%
ANGL VanEck Fallen Angel…	0.1%
OAKM	0.1%
SWAN	0.1%
LSGR	0.1%
GPIQ Goldman Sachs…	0.1%
TDW Tidewater Inc.	0.0%
GPIX Goldman Sachs S&P 500…	0.0%
ISWN	0.0%
GDS GDS Holdings Limited	0.0%
BAPR	0.0%
MAGS Roundhill Magnificent…	0.0%
XLSR	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

Mercer Global Advisors Inc /Adv ⇄ Cerity Partners LLC

共同持仓 · Q2 2026

独特地 Mercer Global…

独特地 Cerity Partners LLC