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管理人 A 管理人 B

Osaic Holdings, Inc. ⇄ Commonwealth Equity Services, Llc

60共同持仓

53.7%名称重叠（Jaccard 指数）

15+仅 Osaic…

15+仅 Commonwealth…

共同持仓 · Q2 2026

证券	Osaic Holdings, Inc. 权重	Commonwealth Equity… 权重
AAPL Apple Inc.	3.0%	3.1%
NVDA NVIDIA Corporation	2.2%	2.2%
IVV iShares Core S&P 500 ETF	1.7%	2.5%
QQQ Invesco QQQ Trust, Series…	1.8%	1.5%
SPY State Street SPDR S&P 500…	1.3%	1.4%
MSFT Microsoft Corporation	1.4%	1.4%
VOO Vanguard S&P 500 ETF	1.2%	1.1%
AMZN Amazon.com, Inc.	1.1%	1.2%
VTI Vanguard Morningstar…	1.2%	0.9%
VEA Vanguard FTSE Developed…	0.5%	1.5%
GOOGL Alphabet Inc.	0.9%	0.9%
VUG Vanguard Morningstar…	0.8%	1.0%
IWF iShares Russell 1000…	0.5%	1.0%
CGDV Capital Group Dividend…	0.7%	0.8%
VTV Vanguard Morningstar…	0.7%	0.7%
BRK-B Berkshire Hathaway Inc.	0.7%	0.7%
GOOG Alphabet Inc.	0.7%	0.7%
CGGR Capital Group Growth ETF	0.5%	0.8%
VIG Vanguard Dividend…	0.6%	0.7%
XLK State Street Technology…	0.8%	0.4%
AVGO Broadcom Inc.	0.6%	0.5%
JPM JPMorgan Chase & Co.	0.5%	0.6%
QQQM Invesco NASDAQ 100 ETF	0.5%	0.5%
LLY Eli Lilly and Company	0.5%	0.5%
RDVY First Trust Rising…	0.4%	0.6%
WT WisdomTree, Inc.	0.6%	0.4%
SPYM State Street SPDR…	0.8%	0.2%
SCHG Schwab U.S. Large-Cap…	0.7%	0.2%
DGRO iShares Core Dividend…	0.2%	0.7%
MU Micron Technology, Inc.	0.5%	0.4%
IVW iShares S&P 500 Growth ETF	0.3%	0.5%
META Meta Platforms, Inc.	0.5%	0.4%
TSLA Tesla, Inc.	0.4%	0.4%
CAT Caterpillar Inc.	0.4%	0.4%
SCHD Schwab U.S. Dividend…	0.4%	0.4%
BUFR FT Vest Laddered Buffer…	0.4%	0.4%
GLD SPDR Gold Shares	0.4%	0.4%
IJR iShares Core S&P…	0.3%	0.5%
VYM Vanguard High Dividend…	0.3%	0.5%
VB Vanguard Morningstar…	0.4%	0.4%
COST Costco Wholesale…	0.3%	0.4%
IJH iShares Core S&P Mid-Cap…	0.3%	0.4%
DYNF iShares U.S. Equity…	0.3%	0.4%
RSP Invesco S&P 500 Equal…	0.4%	0.3%
VO Vanguard Morningstar…	0.3%	0.4%
FENI Fidelity Enhanced…	0.4%	0.3%
IWD iShares Russell 1000…	0.2%	0.5%
DFAC Dimensional - US Core…	0.2%	0.5%
JNJ Johnson & Johnson	0.3%	0.4%
XONA.DE Exxon Mobil Corporation	0.3%	0.3%
VWO Vanguard FTSE Emerging…	0.2%	0.4%
JEPI JPMorgan Equity Premium…	0.4%	0.3%
SPDW State Street SPDR…	0.3%	0.4%
AMD Advanced Micro Devices…	0.3%	0.3%
IWP iShares Russell Mid-Cap…	0.2%	0.4%
SPYG State Street SPDR…	0.4%	0.3%
PVAL Putnam Focused Large Cap…	0.1%	0.5%
IEFA iShares Core MSCI EAFE ETF	0.3%	0.3%
IEMG iShares Core MSCI…	0.4%	0.2%
FBND Fidelity Total Bond ETF	0.3%	0.3%

独特地 Osaic Holdings, Inc.

EDGF	0.1%
BUYW	0.1%
EMAT	0.1%
FLGV Franklin U.S.…	0.1%
MBS	0.1%
UBND	0.1%
EDGU	0.0%
EDGH	0.0%
JEMB	0.0%
FLGB	0.0%
ASIA	0.0%
TMAT	0.0%
NPO EnPro Industries, Inc.	0.0%
EDGI	0.0%
XSOE	0.0%

独特地 Commonwealth Equity…

FEMR	0.1%
LQTI	0.0%
BRIE	0.0%
ACYS	0.0%
IDEQ	0.0%
OVLH	0.0%
BASG	0.0%
PBJN	0.0%
MFSV	0.0%
QTR	0.0%
DDTZ	0.0%
RSBT	0.0%
TACK	0.0%
MKTN	0.0%
IFLR	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

Osaic Holdings, Inc. ⇄ Commonwealth Equity Services, Llc

共同持仓 · Q2 2026

独特地 Osaic Holdings, Inc.

独特地 Commonwealth Equity…