Trade Filings

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管理人 A 管理人 B

Mercer Global Advisors Inc /Adv ⇄ Corient Private Wealth LP

60共同持仓

60.1%名称重叠（Jaccard 指数）

15+仅 Mercer Global…

15+仅 Corient…

共同持仓 · Q2 2026

证券	Mercer Global… 权重	Corient Private… 权重
VOO Vanguard S&P 500 ETF	4.6%	2.6%
VEA Vanguard FTSE Developed…	3.2%	3.4%
AAPL Apple Inc.	2.5%	3.8%
IVV iShares Core S&P 500 ETF	1.2%	4.6%
AGG iShares Core U.S.…	5.5%	0.1%
BSV Vanguard Short-Term Bond…	4.9%	0.4%
NVDA NVIDIA Corporation	1.9%	2.6%
DFAC Dimensional - US Core…	4.0%	0.2%
MSFT Microsoft Corporation	1.0%	2.6%
MTUM iShares MSCI USA Momentum…	3.4%	0.2%
DFUV Dimensional - US…	2.9%	0.3%
GOOG Alphabet Inc.	0.7%	2.2%
DUHP Dimensional - US High…	2.7%	0.2%
AMZN Amazon.com, Inc.	0.7%	2.0%
GOOGL Alphabet Inc.	0.7%	1.9%
BNDX Vanguard Total…	2.4%	0.0%
AVGO Broadcom Inc.	0.6%	1.7%
DFIC Dimensional -…	1.9%	0.0%
SPY State Street SPDR S&P 500…	0.5%	1.4%
VWO Vanguard FTSE Emerging…	1.2%	0.7%
DFIV Dimensional -…	1.6%	0.2%
JPM JPMorgan Chase & Co.	0.4%	1.4%
IMTM iShares MSCI Intl…	1.7%	0.0%
VTI Vanguard Morningstar…	0.7%	0.9%
DIHP Dimensional International…	1.5%	0.1%
BRK-B Berkshire Hathaway Inc.	0.4%	1.1%
VB Vanguard Morningstar…	1.3%	0.2%
MUB iShares National Muni…	1.4%	0.1%
AVSC Avantis U.S. Small Cap…	1.4%	0.0%
SUB iShares Short-Term…	1.4%	0.0%
AVEM Avantis Emerging Markets…	1.2%	0.1%
LLY Eli Lilly and Company	0.3%	1.0%
JNJ Johnson & Johnson	0.3%	0.9%
COST Costco Wholesale…	0.2%	0.9%
META Meta Platforms, Inc.	0.4%	0.7%
VTEB Vanguard Tax-Exempt Bond…	0.7%	0.3%
SCHF Schwab International…	0.3%	0.7%
MU Micron Technology, Inc.	0.6%	0.4%
CAT Caterpillar Inc.	0.2%	0.7%
VUG Vanguard Morningstar…	0.2%	0.8%
IEFA iShares Core MSCI EAFE ETF	0.5%	0.4%
LRCX Lam Research Corporation	0.3%	0.6%
QQQ Invesco QQQ Trust, Series…	0.4%	0.5%
V Visa Inc.	0.2%	0.7%
ABBV AbbVie Inc.	0.2%	0.7%
XONA.DE Exxon Mobil Corporation	0.3%	0.5%
TSLA Tesla, Inc.	0.3%	0.5%
IJH iShares Core S&P Mid-Cap…	0.2%	0.6%
AMD Advanced Micro Devices…	0.3%	0.5%
IJR iShares Core S&P…	0.3%	0.5%
VYM Vanguard High Dividend…	0.6%	0.1%
BND Vanguard Total Bond…	0.1%	0.6%
HD The Home Depot, Inc.	0.2%	0.5%
CVX Chevron Corporation	0.2%	0.5%
ASML ASML Holding N.V.	0.1%	0.6%
VIG Vanguard Dividend…	0.2%	0.5%
CSCO Cisco Systems, Inc.	0.2%	0.4%
SCHX Schwab U.S. Large-Cap ETF	0.4%	0.2%
PANW Palo Alto Networks, Inc.	0.1%	0.5%
VXF Vanguard Extended Market…	0.6%	0.0%

独特地 Mercer Global…

IBDT iShares iBonds Dec…	0.2%
IBDS iShares iBonds Dec…	0.2%
IBDU iShares iBonds Dec…	0.2%
IBDR iShares iBonds Dec…	0.1%
BGRN	0.1%
IBTH	0.1%
IBTI	0.1%
IBTJ	0.1%
IBTK	0.1%
IBTG iShares iBonds Dec…	0.1%
IBMQ	0.1%
IBMP	0.1%
IBMS	0.1%
IBMR	0.1%
IBMO	0.1%

独特地 Corient Private…

WINN	0.2%
VNT Vontier Corporation	0.1%
PWRL	0.1%
NRP Natural Resource…	0.1%
DRSK	0.1%
UBND	0.0%
OSCV	0.0%
CGXU Capital Group…	0.0%
NCDL	0.0%
ICLR ICON Public Limited…	0.0%
JSI	0.0%
OSEA	0.0%
VNQI Vanguard Global…	0.0%
FSMB	0.0%
BWIN The Baldwin Insurance…	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 ⇄ Corient Private Wealth LP

共同持仓 · Q2 2026

独特地 Mercer Global…

独特地 Corient Private…