Trade Filings

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管理人 A 管理人 B

Mercer Global Advisors Inc /Adv ⇄ Focus Partners Wealth

60共同持仓

53.3%名称重叠（Jaccard 指数）

15+仅 Mercer Global…

15+仅 Focus…

共同持仓 · Q2 2026

证券	Mercer Global… 权重	Focus Partners… 权重
VOO Vanguard S&P 500 ETF	4.6%	1.9%
DFAC Dimensional - US Core…	4.0%	1.9%
AGG iShares Core U.S.…	5.5%	0.1%
AAPL Apple Inc.	2.5%	3.0%
BSV Vanguard Short-Term Bond…	4.9%	0.2%
NVDA NVIDIA Corporation	1.9%	2.6%
VEA Vanguard FTSE Developed…	3.2%	0.9%
DFUV Dimensional - US…	2.9%	0.8%
DUHP Dimensional - US High…	2.7%	0.9%
MTUM iShares MSCI USA Momentum…	3.4%	0.0%
IVV iShares Core S&P 500 ETF	1.2%	1.9%
MSFT Microsoft Corporation	1.0%	1.9%
XLK State Street Technology…	0.2%	2.5%
DFIV Dimensional -…	1.6%	1.0%
AMZN Amazon.com, Inc.	0.7%	1.7%
BNDX Vanguard Total…	2.4%	0.0%
GOOGL Alphabet Inc.	0.7%	1.5%
SPY State Street SPDR S&P 500…	0.5%	1.7%
DIHP Dimensional International…	1.5%	0.6%
GOOG Alphabet Inc.	0.7%	1.4%
DFIC Dimensional -…	1.9%	0.1%
VTI Vanguard Morningstar…	0.7%	1.0%
IMTM iShares MSCI Intl…	1.7%	0.0%
ITOT iShares Core S&P Total…	0.2%	1.4%
AVGO Broadcom Inc.	0.6%	1.0%
MUB iShares National Muni…	1.4%	0.1%
SUB iShares Short-Term…	1.4%	0.1%
VWO Vanguard FTSE Emerging…	1.2%	0.2%
AVSC Avantis U.S. Small Cap…	1.4%	0.0%
VB Vanguard Morningstar…	1.3%	0.1%
JPM JPMorgan Chase & Co.	0.4%	1.0%
AVEM Avantis Emerging Markets…	1.2%	0.2%
DFUS Dimensional U.S. Equity…	0.4%	0.8%
IWB iShares Russell 1000 ETF	0.4%	0.8%
AMD Advanced Micro Devices…	0.3%	0.8%
VTV Vanguard Morningstar…	0.2%	1.0%
BSVO EA Bridgeway Omni…	0.0%	1.1%
BRK-B Berkshire Hathaway Inc.	0.4%	0.7%
LRCX Lam Research Corporation	0.3%	0.7%
DFAT Dimensional - US Targeted…	0.1%	0.9%
MU Micron Technology, Inc.	0.6%	0.5%
META Meta Platforms, Inc.	0.4%	0.6%
VGIT Vanguard…	0.0%	0.9%
IWF iShares Russell 1000…	0.3%	0.7%
AVUV Avantis U.S. Small Cap…	0.0%	0.8%
VGT Vanguard Information…	0.2%	0.6%
IEFA iShares Core MSCI EAFE ETF	0.5%	0.3%
VXF Vanguard Extended Market…	0.6%	0.2%
VTEB Vanguard Tax-Exempt Bond…	0.7%	0.1%
V Visa Inc.	0.2%	0.6%
IXUS iShares Core MSCI Total…	0.1%	0.7%
JNJ Johnson & Johnson	0.3%	0.4%
WT WisdomTree, Inc.	0.2%	0.5%
WMT Walmart Inc.	0.3%	0.4%
VYM Vanguard High Dividend…	0.6%	0.1%
QUAL iShares MSCI USA Quality…	0.3%	0.3%
TSLA Tesla, Inc.	0.3%	0.3%
XLF State Street Financial…	0.1%	0.5%
KLAC KLA Corporation	0.2%	0.4%
LLY Eli Lilly and Company	0.3%	0.3%

独特地 Mercer Global…

DFCA	0.5%
APGE Apogee Therapeutics…	0.2%
SUSL	0.1%
PWZ	0.1%
BGRN	0.1%
AGGY	0.1%
DFSB	0.1%
IBMR	0.1%
SHYD	0.0%
KTOS Kratos Defense &…	0.0%
TDY Teledyne Technologies…	0.0%
IDMO Invesco S&P…	0.0%
CPK Chesapeake Utilities…	0.0%
CAPR Capricor…	0.0%
ORMP	0.0%

独特地 Focus Partners Wealth

EQTY Kovitz Core Equity ETF	1.3%
IYZ	0.1%
QLTY	0.1%
GSST	0.1%
ISCG	0.1%
HELO JPMorgan Hedged…	0.1%
UYLD Angel Oak Ultrashort…	0.1%
AVES	0.0%
XONE	0.0%
CLOZ	0.0%
JSI	0.0%
VGSR	0.0%
GNMA	0.0%
JAVA JPMorgan Active Value…	0.0%
FLMI	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 ⇄ Focus Partners Wealth

共同持仓 · Q2 2026

独特地 Mercer Global…

独特地 Focus Partners Wealth