Trade Filings

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管理人 A 管理人 B

Mercer Global Advisors Inc /Adv ⇄ Wealth Enhancement Advisory Services, Llc

60共同持仓

67.5%名称重叠（Jaccard 指数）

15+仅 Mercer Global…

15+仅 Wealth…

共同持仓 · Q2 2026

证券	Mercer Global… 权重	Wealth Enhancement… 权重
AGG iShares Core U.S.…	5.5%	2.7%
IVV iShares Core S&P 500 ETF	1.2%	6.1%
AAPL Apple Inc.	2.5%	3.1%
VOO Vanguard S&P 500 ETF	4.6%	0.7%
BSV Vanguard Short-Term Bond…	4.9%	0.0%
DFAC Dimensional - US Core…	4.0%	0.2%
NVDA NVIDIA Corporation	1.9%	2.2%
MTUM iShares MSCI USA Momentum…	3.4%	0.3%
VEA Vanguard FTSE Developed…	3.2%	0.3%
DFUV Dimensional - US…	2.9%	0.2%
IMTM iShares MSCI Intl…	1.7%	1.2%
DUHP Dimensional - US High…	2.7%	0.1%
VWO Vanguard FTSE Emerging…	1.2%	1.5%
MSFT Microsoft Corporation	1.0%	1.6%
BNDX Vanguard Total…	2.4%	0.0%
AMZN Amazon.com, Inc.	0.7%	1.3%
GOOGL Alphabet Inc.	0.7%	1.2%
DFIC Dimensional -…	1.9%	0.0%
DFIV Dimensional -…	1.6%	0.1%
MU Micron Technology, Inc.	0.6%	1.0%
DIHP Dimensional International…	1.5%	0.0%
MUB iShares National Muni…	1.4%	0.1%
FNDF Schwab Fundamental…	0.0%	1.4%
AVLV Avantis U.S. Large Cap…	0.0%	1.4%
SUB iShares Short-Term…	1.4%	0.0%
VB Vanguard Morningstar…	1.3%	0.1%
AVSC Avantis U.S. Small Cap…	1.4%	0.0%
AVEM Avantis Emerging Markets…	1.2%	0.1%
GOOG Alphabet Inc.	0.7%	0.6%
SPY State Street SPDR S&P 500…	0.5%	0.7%
AVGO Broadcom Inc.	0.6%	0.6%
VTI Vanguard Morningstar…	0.7%	0.4%
JPM JPMorgan Chase & Co.	0.4%	0.7%
JNJ Johnson & Johnson	0.3%	0.7%
GOVT iShares U.S. Treasury…	0.0%	1.0%
BRK-B Berkshire Hathaway Inc.	0.4%	0.6%
SCHX Schwab U.S. Large-Cap ETF	0.4%	0.6%
USMV iShares MSCI USA Min Vol…	0.1%	0.8%
QQQ Invesco QQQ Trust, Series…	0.4%	0.5%
SPHQ Invesco S&P 500 Quality…	0.0%	0.9%
LRCX Lam Research Corporation	0.3%	0.5%
IEFA iShares Core MSCI EAFE ETF	0.5%	0.3%
VTEB Vanguard Tax-Exempt Bond…	0.7%	0.1%
AVDE Avantis International…	0.0%	0.8%
AMAT Applied Materials, Inc.	0.3%	0.5%
XONA.DE Exxon Mobil Corporation	0.3%	0.5%
META Meta Platforms, Inc.	0.4%	0.4%
WMT Walmart Inc.	0.3%	0.4%
VIG Vanguard Dividend…	0.2%	0.5%
VTV Vanguard Morningstar…	0.2%	0.5%
VYM Vanguard High Dividend…	0.6%	0.1%
IJR iShares Core S&P…	0.3%	0.4%
LLY Eli Lilly and Company	0.3%	0.3%
VUG Vanguard Morningstar…	0.2%	0.4%
IWB iShares Russell 1000 ETF	0.4%	0.2%
CSCO Cisco Systems, Inc.	0.2%	0.4%
TSLA Tesla, Inc.	0.3%	0.2%
VXF Vanguard Extended Market…	0.6%	0.0%
SCHF Schwab International…	0.3%	0.3%
DFUS Dimensional U.S. Equity…	0.4%	0.1%

独特地 Mercer Global…

APGE Apogee Therapeutics…	0.2%
PWZ	0.1%
BGRN	0.1%
AGGY	0.1%
IBTJ	0.1%
IBMQ	0.1%
IBMP	0.1%
IBMS	0.1%
IBMR	0.1%
IBMO	0.1%
AVXC	0.0%
CVLC	0.0%
CAPR Capricor…	0.0%
ISHG	0.0%
BSJQ	0.0%

独特地 Wealth Enhancement…

SMTH ALPS Funds Smith Core…	2.1%
USVM VictoryShares US…	1.4%
JMOM JPMorgan U.S.…	1.4%
UYLD Angel Oak Ultrashort…	0.8%
FLIA	0.4%
AUSF	0.2%
HELO JPMorgan Hedged…	0.2%
BRIF	0.2%
NBCM	0.2%
CTA	0.1%
TXUE	0.1%
FEGE	0.1%
ENDW	0.1%
CGBL Capital Group Core…	0.1%
WINN	0.1%

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 ⇄ Wealth Enhancement Advisory Services, Llc

共同持仓 · Q2 2026

独特地 Mercer Global…

独特地 Wealth Enhancement…