マネジャーを比較

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運用会社 A 運用会社 B

Mml Investors Services, Llc ⇄ Captrust Financial Advisors

60共通ポジション

49.9%銘柄の重複（ジャッカード）

15+のみ Mml Investors…

15+のみ Captrust…

共通保有銘柄 · Q2 2026

有価証券	Mml Investors… ウェイト	Captrust Financial… ウェイト
IVV iShares Core S&P 500 ETF	4.3%	5.3%
AAPL Apple Inc.	1.8%	3.6%
VEA Vanguard FTSE Developed…	1.3%	3.3%
NVDA NVIDIA Corporation	1.8%	2.7%
MSFT Microsoft Corporation	1.2%	2.1%
GOOGL Alphabet Inc.	1.1%	1.9%
VTV Vanguard Morningstar…	0.6%	2.3%
SHY iShares 1-3 Year Treasury…	0.1%	2.7%
AMZN Amazon.com, Inc.	1.2%	1.4%
VOO Vanguard S&P 500 ETF	1.2%	1.3%
IEMG iShares Core MSCI…	1.0%	1.2%
SPY State Street SPDR S&P 500…	1.1%	0.9%
VUG Vanguard Morningstar…	0.8%	1.1%
QQQ Invesco QQQ Trust, Series…	1.4%	0.5%
AVGO Broadcom Inc.	0.6%	1.2%
IXUS iShares Core MSCI Total…	0.1%	1.6%
VB Vanguard Morningstar…	0.3%	1.4%
FNDX Schwab Fundamental U.S.…	0.0%	1.4%
AGG iShares Core U.S.…	0.3%	1.0%
JPM JPMorgan Chase & Co.	0.6%	0.7%
DYNF iShares U.S. Equity…	1.3%	0.0%
IEI iShares 3-7 Year Treasury…	0.0%	1.2%
IVW iShares S&P 500 Growth ETF	1.1%	0.1%
GOOG Alphabet Inc.	0.6%	0.7%
META Meta Platforms, Inc.	0.6%	0.6%
BRK-B Berkshire Hathaway Inc.	0.4%	0.8%
IEFA iShares Core MSCI EAFE ETF	0.9%	0.2%
IUSB iShares Core Universal…	1.1%	0.0%
ABBV AbbVie Inc.	0.3%	0.7%
BSV Vanguard Short-Term Bond…	0.2%	0.9%
LLY Eli Lilly and Company	0.4%	0.6%
IEF iShares 7-10 Year…	0.1%	0.8%
SCHX Schwab U.S. Large-Cap ETF	0.0%	0.9%
IWF iShares Russell 1000…	0.5%	0.4%
IWB iShares Russell 1000 ETF	0.1%	0.8%
VTI Vanguard Morningstar…	0.4%	0.5%
TSM Taiwan Semiconductor…	0.4%	0.4%
IVE iShares S&P 500 Value ETF	0.8%	0.0%
WT WisdomTree, Inc.	0.3%	0.6%
SCHG Schwab U.S. Large-Cap…	0.7%	0.1%
PANW Palo Alto Networks, Inc.	0.2%	0.6%
XLK State Street Technology…	0.4%	0.4%
IJH iShares Core S&P Mid-Cap…	0.5%	0.3%
CSCO Cisco Systems, Inc.	0.3%	0.5%
MTUM iShares MSCI USA Momentum…	0.6%	0.2%
V Visa Inc.	0.3%	0.4%
LRCX Lam Research Corporation	0.1%	0.6%
MUB iShares National Muni…	0.5%	0.2%
VIG Vanguard Dividend…	0.3%	0.4%
JGRO JPMorgan Active Growth ETF	0.1%	0.7%
IGSB iShares 1-5 Year…	0.2%	0.5%
MA Mastercard Incorporated	0.2%	0.5%
CAT Caterpillar Inc.	0.3%	0.4%
BAI iShares A.I. Innovation…	0.7%	0.0%
JBND JPMorgan Active Bond ETF	0.2%	0.5%
MGK Vanguard Morningstar Mega…	0.1%	0.6%
FELG Fidelity Enhanced Large…	0.6%	0.0%
IJR iShares Core S&P…	0.4%	0.2%
DGRO iShares Core Dividend…	0.5%	0.1%
CVX Chevron Corporation	0.2%	0.4%

際立って Mml Investors…

BDYN iShares Dynamic…	0.7%
BDVL iShares Disciplined…	0.4%
BLCR iShares Large Cap…	0.4%
THRO iShares U.S. Thematic…	0.3%
IDEF iShares Defense…	0.3%
CORO iShares International…	0.3%
XONA.DE Exxon Mobil…	0.2%
IALT iShares Systematic…	0.2%
MTBA	0.2%
BFLX	0.2%
XMMO Invesco S&P MidCap…	0.2%
LMUB iShares Long-Term…	0.2%
GGOV iShares Global…	0.2%
SDVY First Trust SMID Cap…	0.1%
JIVE JPMorgan…	0.1%

際立って Captrust Financial…

SR Spire Inc.	0.1%
COKE Coca-Cola…	0.1%
OLN Olin Corporation	0.0%
FSBC Five Star Bancorp	0.0%
BNL Broadstone Net Lease…	0.0%
FRMI Fermi Inc. Common…	0.0%
HTRB Hartford Total Return…	0.0%
DUNK	0.0%
ZION Zions Bancorporation…	0.0%
PI Impinj, Inc.	0.0%
JHEM John Hancock…	0.0%
NMIH NMI Holdings, Inc.	0.0%
INOD Innodata Inc.	0.0%
BUCK	0.0%
NSSC Napco Security…	0.0%

出典: 両マネージャーの解析済み普通株ポジションからリアルタイムで算出されたオーバーラップ（対象期間： Q2 2026. 報告済みロングのみ — ヘッジおよび非13F資産は表示されません。方法論