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管理人 A 管理人 B

Osaic Holdings, Inc. ⇄ Rockefeller Capital Management L.P.

60共同持仓

59.8%名称重叠（Jaccard 指数）

15+仅 Osaic…

15+仅 Rockefeller…

共同持仓 · Q2 2026

证券	Osaic Holdings, Inc. 权重	Rockefeller Capital… 权重
AAPL Apple Inc.	3.0%	3.1%
NVDA NVIDIA Corporation	2.2%	2.8%
SPY State Street SPDR S&P 500…	1.3%	3.2%
MSFT Microsoft Corporation	1.4%	2.2%
AMZN Amazon.com, Inc.	1.1%	2.2%
GOOGL Alphabet Inc.	0.9%	2.3%
IVV iShares Core S&P 500 ETF	1.7%	1.4%
QQQ Invesco QQQ Trust, Series…	1.8%	1.3%
VOO Vanguard S&P 500 ETF	1.2%	1.5%
AVGO Broadcom Inc.	0.6%	1.7%
GOOG Alphabet Inc.	0.7%	1.2%
VTI Vanguard Morningstar…	1.2%	0.7%
JPM JPMorgan Chase & Co.	0.5%	1.2%
LLY Eli Lilly and Company	0.5%	1.0%
META Meta Platforms, Inc.	0.5%	0.9%
XLK State Street Technology…	0.8%	0.6%
IWF iShares Russell 1000…	0.5%	0.9%
VUG Vanguard Morningstar…	0.8%	0.5%
VTV Vanguard Morningstar…	0.7%	0.5%
BRK-B Berkshire Hathaway Inc.	0.7%	0.5%
MU Micron Technology, Inc.	0.5%	0.6%
WT WisdomTree, Inc.	0.6%	0.4%
VEA Vanguard FTSE Developed…	0.5%	0.5%
V Visa Inc.	0.3%	0.7%
AMD Advanced Micro Devices…	0.3%	0.7%
TSM Taiwan Semiconductor…	0.3%	0.7%
GEV GE Vernova Inc.	0.2%	0.8%
COST Costco Wholesale…	0.3%	0.6%
RSP Invesco S&P 500 Equal…	0.4%	0.5%
VIG Vanguard Dividend…	0.6%	0.3%
GLD SPDR Gold Shares	0.4%	0.5%
CAT Caterpillar Inc.	0.4%	0.5%
SPYM State Street SPDR…	0.8%	0.0%
IWD iShares Russell 1000…	0.2%	0.6%
CRWD CrowdStrike Holdings, Inc.	0.2%	0.6%
XONA.DE Exxon Mobil Corporation	0.3%	0.4%
SCHG Schwab U.S. Large-Cap…	0.7%	0.0%
IJH iShares Core S&P Mid-Cap…	0.3%	0.4%
HD The Home Depot, Inc.	0.2%	0.6%
VGT Vanguard Information…	0.3%	0.4%
CGDV Capital Group Dividend…	0.7%	0.1%
VO Vanguard Morningstar…	0.3%	0.4%
JNJ Johnson & Johnson	0.3%	0.4%
IEFA iShares Core MSCI EAFE ETF	0.3%	0.5%
IJR iShares Core S&P…	0.3%	0.4%
TSLA Tesla, Inc.	0.4%	0.3%
EFA iShares MSCI EAFE ETF	0.2%	0.5%
AMAT Applied Materials, Inc.	0.2%	0.5%
PANW Palo Alto Networks, Inc.	0.2%	0.5%
KO The Coca-Cola Company	0.3%	0.4%
IEMG iShares Core MSCI…	0.4%	0.3%
CSCO Cisco Systems, Inc.	0.2%	0.4%
ABBV AbbVie Inc.	0.3%	0.4%
CVX Chevron Corporation	0.2%	0.4%
IWM iShares Russell 2000 ETF	0.2%	0.4%
CGGR Capital Group Growth ETF	0.5%	0.1%
VB Vanguard Morningstar…	0.4%	0.2%
WMT Walmart Inc.	0.3%	0.3%
SOXX iShares Semiconductor ETF	0.2%	0.4%
RDVY First Trust Rising…	0.4%	0.1%

独特地 Osaic Holdings, Inc.

SECT Main Sector Rotation…	0.5%
GTO Invesco Total Return…	0.2%
EDGF	0.1%
CGIC Capital Group…	0.1%
BUYW	0.1%
JIVE JPMorgan…	0.1%
HELO JPMorgan Hedged…	0.1%
PSFF	0.1%
DMBS	0.1%
ZALT	0.1%
PFEB	0.1%
EMAT	0.1%
FLGV Franklin U.S.…	0.1%
MBS	0.1%
UTES Virtus Reaves…	0.1%

独特地 Rockefeller Capital…

RGEF	1.0%
RSMC	0.9%
HEDG	0.0%
RMNY	0.0%
RMCA	0.0%
BRIE	0.0%
ESN	0.0%
IWLG	0.0%
AVLC	0.0%
ENTA Enanta…	0.0%
FSCC	0.0%
DSTX	0.0%
HSDT	0.0%
TLG	0.0%
CBNK	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. ⇄ Rockefeller Capital Management L.P.

共同持仓 · Q2 2026

独特地 Osaic Holdings, Inc.

独特地 Rockefeller Capital…