مقارنة المديرين

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المدير أ المدير ب

Wealthfront Advisers LLC ⇄ Commonwealth Equity Services, Llc

60مراكز مشتركة

27.6%التداخل في الأسماء (Jaccard)

15+فقط Wealthfront…

15+فقط Commonwealth…

محتفظات مشتركة · Q2 2026

الورقة المالية	Wealthfront… الوزن	Commonwealth Equity… الوزن
VTI Vanguard Morningstar…	13.0%	0.9%
VEA Vanguard FTSE Developed…	8.0%	1.5%
IEMG iShares Core MSCI…	6.5%	0.2%
SCHF Schwab International…	6.2%	0.1%
VWO Vanguard FTSE Emerging…	5.3%	0.4%
ITOT iShares Core S&P Total…	4.7%	0.3%
VIG Vanguard Dividend…	4.3%	0.7%
AAPL Apple Inc.	0.9%	3.1%
NVDA NVIDIA Corporation	1.7%	2.2%
DGRO iShares Core Dividend…	2.6%	0.7%
SCHB Schwab U.S. Broad Market…	2.9%	0.0%
LQD iShares iBoxx $…	2.6%	0.1%
VTEB Vanguard Tax-Exempt Bond…	2.5%	0.0%
IVV iShares Core S&P 500 ETF	0.0%	2.5%
VOO Vanguard S&P 500 ETF	1.2%	1.1%
VNQ Vanguard Real Estate ETF	1.9%	0.1%
MSFT Microsoft Corporation	0.6%	1.4%
AMZN Amazon.com, Inc.	0.6%	1.2%
QQQ Invesco QQQ Trust, Series…	0.3%	1.5%
SCHP Schwab US TIPS ETF	1.8%	0.0%
SPY State Street SPDR S&P 500…	0.3%	1.4%
VXF Vanguard Extended Market…	1.6%	0.1%
GOOGL Alphabet Inc.	0.6%	0.9%
VB Vanguard Morningstar…	1.0%	0.4%
MUB iShares National Muni…	0.9%	0.4%
SCHD Schwab U.S. Dividend…	0.8%	0.4%
GOOG Alphabet Inc.	0.4%	0.7%
VUG Vanguard Morningstar…	0.1%	1.0%
VCIT Vanguard…	0.9%	0.1%
ESGU iShares ESG Aware MSCI…	0.9%	0.1%
AVGO Broadcom Inc.	0.5%	0.5%
BRK-B Berkshire Hathaway Inc.	0.2%	0.7%
PWZ	0.8%	0.0%
CMF iShares California Muni…	0.8%	0.0%
MU Micron Technology, Inc.	0.4%	0.4%
LLY Eli Lilly and Company	0.3%	0.5%
JPM JPMorgan Chase & Co.	0.2%	0.6%
VTV Vanguard Morningstar…	0.0%	0.7%
TSLA Tesla, Inc.	0.3%	0.4%
META Meta Platforms, Inc.	0.4%	0.4%
QQQM Invesco NASDAQ 100 ETF	0.2%	0.5%
AMD Advanced Micro Devices…	0.4%	0.3%
VV Vanguard Morningstar…	0.5%	0.1%
VTIP Vanguard Short-Term…	0.6%	0.0%
CAT Caterpillar Inc.	0.2%	0.4%
JNJ Johnson & Johnson	0.2%	0.4%
IVW iShares S&P 500 Growth ETF	0.0%	0.5%
COST Costco Wholesale…	0.1%	0.4%
SHV iShares Trust iShares 0-1…	0.5%	0.1%
IWD iShares Russell 1000…	0.0%	0.5%
XONA.DE Exxon Mobil Corporation	0.1%	0.3%
ESGV Vanguard ESG U.S. Stock…	0.5%	0.0%
XLK State Street Technology…	0.1%	0.4%
IJR iShares Core S&P…	0.0%	0.5%
GLD SPDR Gold Shares	0.1%	0.4%
VYM Vanguard High Dividend…	0.0%	0.5%
BND Vanguard Total Bond…	0.3%	0.2%
WT WisdomTree, Inc.	0.0%	0.4%
AMAT Applied Materials, Inc.	0.2%	0.2%
WMT Walmart Inc.	0.1%	0.3%

بشكل مميز Wealthfront Advisers…

ACES	0.0%
TW Tradeweb Markets Inc.	0.0%
FLKR	0.0%
GAP The Gap, Inc.	0.0%
XES	0.0%
EBND SPDR Bloomberg…	0.0%
NWSA News Corporation	0.0%
KRMA	0.0%
FINX	0.0%
FOX Fox Corporation	0.0%
ELY Callaway Golf Company	0.0%
REM	0.0%
FITE	0.0%
IPO	0.0%
CRBG Corebridge Financial…	0.0%

بشكل مميز Commonwealth Equity…

IWF iShares Russell 1000…	1.0%
CGDV Capital Group…	0.8%
CGGR Capital Group Growth…	0.8%
RDVY First Trust Rising…	0.6%
PVAL Putnam Focused Large…	0.5%
DFAC Dimensional - US Core…	0.5%
BUFR FT Vest Laddered…	0.4%
DYNF iShares U.S. Equity…	0.4%
FENI Fidelity Enhanced…	0.3%
IWY iShares Russell Top…	0.3%
CGGO Capital Group Global…	0.3%
FBND Fidelity Total Bond…	0.3%
TCAF T. Rowe Price Capital…	0.3%
FLCG	0.3%
CGUS Capital Group Core…	0.2%

المصدر: تُحسب نسبة التداخل مباشرةً من مراكز الأسهم العادية المُحللة لكلا المديرَين لـ Q2 2026. المراكز الطويلة المُبلَّغ عنها فحسب — التحوطات والأصول غير الخاضعة لـ 13F غير مرئية. المنهجية