Trade Filings

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管理人 A 管理人 B

Northwestern Mutual Wealth Management Co ⇄ Truist Financial Corp

60共同持仓

55.4%名称重叠（Jaccard 指数）

15+仅 Northwestern…

15+仅 Truist…

共同持仓 · Q2 2026

证券	Northwestern Mutual… 权重	Truist Financial… 权重
IVV iShares Core S&P 500 ETF	14.0%	6.4%
IJH iShares Core S&P Mid-Cap…	5.5%	1.0%
BND Vanguard Total Bond…	5.5%	0.3%
SPY State Street SPDR S&P 500…	2.5%	2.7%
SCHF Schwab International…	4.6%	0.0%
IJR iShares Core S&P…	3.5%	1.0%
RSP Invesco S&P 500 Equal…	3.2%	0.7%
IEFA iShares Core MSCI EAFE ETF	1.9%	1.9%
NVDA NVIDIA Corporation	0.6%	2.4%
AAPL Apple Inc.	0.6%	2.4%
VEA Vanguard FTSE Developed…	2.5%	0.4%
VOO Vanguard S&P 500 ETF	1.2%	1.4%
VWO Vanguard FTSE Emerging…	2.5%	0.1%
FBND Fidelity Total Bond ETF	2.5%	0.0%
IEMG iShares Core MSCI…	0.9%	1.5%
MSFT Microsoft Corporation	0.5%	1.9%
GOVT iShares U.S. Treasury…	0.0%	2.1%
QQQ Invesco QQQ Trust, Series…	1.2%	0.9%
TLT iShares 20+ Year Treasury…	1.8%	0.2%
GOOG Alphabet Inc.	0.2%	1.6%
AMZN Amazon.com, Inc.	0.5%	1.2%
AVLV Avantis U.S. Large Cap…	1.6%	0.0%
IQLT iShares MSCI Intl Quality…	1.6%	0.0%
AGG iShares Core U.S.…	0.7%	0.9%
AVGO Broadcom Inc.	0.2%	1.3%
GOOGL Alphabet Inc.	0.4%	1.1%
JPM JPMorgan Chase & Co.	0.2%	1.2%
IWF iShares Russell 1000…	0.2%	1.2%
KO The Coca-Cola Company	0.0%	1.4%
VO Vanguard Morningstar…	1.0%	0.2%
VTV Vanguard Morningstar…	0.6%	0.6%
VUG Vanguard Morningstar…	0.5%	0.7%
XLK State Street Technology…	0.0%	1.1%
VTEB Vanguard Tax-Exempt Bond…	1.0%	0.1%
LRCX Lam Research Corporation	0.1%	0.9%
DFIV Dimensional -…	1.0%	0.0%
IUSB iShares Core Universal…	0.8%	0.1%
KLAC KLA Corporation	0.1%	0.8%
VNQ Vanguard Real Estate ETF	0.9%	0.0%
META Meta Platforms, Inc.	0.2%	0.6%
ABBV AbbVie Inc.	0.0%	0.8%
V Visa Inc.	0.1%	0.6%
EFA iShares MSCI EAFE ETF	0.1%	0.6%
LLY Eli Lilly and Company	0.2%	0.6%
CSCO Cisco Systems, Inc.	0.0%	0.7%
QQQM Invesco NASDAQ 100 ETF	0.6%	0.1%
JNJ Johnson & Johnson	0.1%	0.7%
CGDV Capital Group Dividend…	0.6%	0.1%
IWD iShares Russell 1000…	0.1%	0.6%
XLF State Street Financial…	0.0%	0.7%
MUB iShares National Muni…	0.5%	0.1%
DYNF iShares U.S. Equity…	0.6%	0.1%
PM Philip Morris…	0.0%	0.6%
ADI Analog Devices, Inc.	0.0%	0.6%
BIV Vanguard…	0.5%	0.1%
SCHH Schwab U.S. REIT ETF	0.6%	0.0%
MBB iShares MBS ETF	0.0%	0.6%
USIG iShares Broad USD…	0.0%	0.6%
SCHX Schwab U.S. Large-Cap ETF	0.6%	0.0%
IWR iShares Russell Mid-Cap…	0.1%	0.5%

独特地 Northwestern Mutual…

INTF iShares International…	0.5%
LVHI Franklin…	0.1%
ICF iShares Select U.S.…	0.1%
AVSC Avantis U.S. Small…	0.1%
HTRB Hartford Total Return…	0.0%
BDYN iShares Dynamic…	0.0%
FCOM	0.0%
BCTK	0.0%
FORM FormFactor, Inc.	0.0%
BDVL iShares Disciplined…	0.0%
ILOW Alliance Bernstein -…	0.0%
FLQM Franklin U.S. Mid Cap…	0.0%
DFIS Dimensional -…	0.0%
CGIE Capital Group…	0.0%
NBCM	0.0%

独特地 Truist Financial Corp

FTRB	0.1%
CRBG Corebridge Financial…	0.1%
LQDT Liquidity Services…	0.1%
EMEQ	0.0%
BUFZ	0.0%
BKDV BNY Mellon Dynamic…	0.0%
MGOV	0.0%
CRD-A	0.0%
AVNM	0.0%
BINV	0.0%
FSCC	0.0%
ONT Onterris, Inc.	0.0%
BGIG	0.0%
VGUS	0.0%
ERIE Erie Indemnity Company	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

Northwestern Mutual Wealth Management Co ⇄ Truist Financial Corp

共同持仓 · Q2 2026

独特地 Northwestern Mutual…

独特地 Truist Financial Corp