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管理人 A 管理人 B

Storebrand Asset Management As ⇄ Aviva Plc

60共同持仓

50.3%名称重叠（Jaccard 指数）

15+仅 Storebrand…

15+仅 Aviva Plc

共同持仓 · Q2 2026

证券	Storebrand Asset… 权重	Aviva Plc 权重
NVDA NVIDIA Corporation	6.8%	6.5%
AAPL Apple Inc.	5.9%	5.7%
MSFT Microsoft Corporation	3.7%	4.0%
AMZN Amazon.com, Inc.	3.4%	3.0%
GOOGL Alphabet Inc.	3.0%	3.0%
GOOG Alphabet Inc.	2.6%	2.4%
AVGO Broadcom Inc.	2.3%	2.6%
MU Micron Technology, Inc.	1.7%	1.8%
META Meta Platforms, Inc.	1.6%	1.7%
TSLA Tesla, Inc.	1.6%	1.6%
JPM JPMorgan Chase & Co.	1.4%	1.5%
LLY Eli Lilly and Company	1.4%	1.3%
V Visa Inc.	1.5%	1.1%
AMD Advanced Micro Devices…	1.2%	1.3%
AMAT Applied Materials, Inc.	0.9%	0.9%
LRCX Lam Research Corporation	0.9%	0.7%
INTC Intel Corp.	0.8%	0.8%
MA Mastercard Incorporated	1.0%	0.5%
CSCO Cisco Systems, Inc.	0.9%	0.6%
ABBV AbbVie Inc.	0.7%	0.6%
KO The Coca-Cola Company	0.6%	0.6%
BAC Bank of America…	0.7%	0.6%
KLAC KLA Corporation	0.7%	0.5%
BRK-B Berkshire Hathaway Inc.	0.3%	0.9%
MRK Merck & Co., Inc.	0.5%	0.6%
PANW Palo Alto Networks, Inc.	0.7%	0.4%
PG The Procter & Gamble…	0.6%	0.5%
HD The Home Depot, Inc.	0.5%	0.6%
JNJ Johnson & Johnson	0.2%	0.8%
UNH UnitedHealth Group…	0.5%	0.5%
GS The Goldman Sachs Group…	0.6%	0.4%
LIN Linde plc	0.5%	0.5%
WM Waste Management, Inc.	0.8%	0.1%
C Citigroup Inc.	0.6%	0.3%
ABT Abbott Laboratories	0.6%	0.2%
NFLX Netflix, Inc.	0.4%	0.4%
PWR Quanta Services, Inc.	0.7%	0.1%
COST Costco Wholesale…	0.2%	0.6%
STX Seagate Technology…	0.4%	0.3%
MS Morgan Stanley	0.4%	0.3%
WDC Western Digital…	0.5%	0.3%
CRWD CrowdStrike Holdings, Inc.	0.5%	0.2%
TXN Texas Instruments…	0.4%	0.4%
GLW Corning Inc	0.4%	0.3%
PEP PepsiCo, Inc.	0.4%	0.3%
WFC Wells Fargo & Company	0.3%	0.3%
ORCL Oracle Corporation	0.3%	0.3%
ANET Arista Networks, Inc.	0.3%	0.3%
WELL Welltower Inc.	0.4%	0.2%
VZ Verizon Communications…	0.4%	0.2%
DELL Dell Technologies Inc.	0.4%	0.2%
MRVL Marvell Technology, Inc.	0.3%	0.3%
TJX The TJX Companies, Inc.	0.3%	0.3%
DE Deere & Company	0.4%	0.2%
TSM Taiwan Semiconductor…	0.2%	0.4%
TMO Thermo Fisher Scientific…	0.3%	0.3%
MCO Moody's Corporation	0.5%	0.1%
MCD McDonald's Corporation	0.3%	0.2%
AXP American Express Company	0.3%	0.2%
CDNS Cadence Design Systems…	0.3%	0.2%

独特地 Storebrand Asset…

VMI Valmont Industries…	0.1%
SPXC SPX Technologies, Inc.	0.1%
ARW Arrow Electronics…	0.1%
HASI HA Sustainable…	0.1%
DAR Darling Ingredients…	0.1%
AVT Avnet, Inc.	0.1%
ORA Ormat Technologies…	0.1%
WMS Advanced Drainage…	0.1%
BWA BorgWarner Inc.	0.1%
NOMD Nomad Foods Limited	0.1%
SON Sonoco Products…	0.1%
JKS JinkoSolar Holding…	0.1%
JAZZ Jazz Pharmaceuticals…	0.1%
SOLS Solstice Advanced…	0.1%
BFH Bread Financial…	0.1%

独特地 Aviva Plc

AZN AstraZeneca PLC	3.0%
XONA.DE Exxon Mobil…	0.8%
WMT Walmart Inc.	0.7%
CAT Caterpillar Inc.	0.7%
GE GE Aerospace	0.5%
CVX Chevron Corporation	0.5%
GEV GE Vernova Inc.	0.4%
TTE TotalEnergies SE	0.4%
RY Royal Bank of Canada	0.4%
IBM International…	0.3%
RTX RTX Corporation	0.3%
PLTR Palantir Technologies…	0.3%
TD The Toronto-Dominion…	0.3%
UBS UBS Group AG	0.3%
ETN Eaton Corporation plc	0.2%

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

Storebrand Asset Management As ⇄ Aviva Plc

共同持仓 · Q2 2026

独特地 Storebrand Asset…

独特地 Aviva Plc