ETF持仓重叠分析
两只基金的实际重叠程度如何？涵盖按权重计算的重叠比例、共同持仓及各自独有的持仓。
最大共同持仓
| 持仓 | SUSL | ESGU | 差值 |
|---|
| NVDA NVIDIA |
13.98% | 7.45% |
+6.53% |
| MSFT MICROSOFT |
9.86% | 5.26% |
+4.59% |
| GOOG ALPHABET CLASS C |
4.51% | 3.36% |
+1.15% |
| GOOGL ALPHABET CLASS A |
5.74% | 2.06% |
+3.68% |
| LLY ELI LILLY |
2.82% | 1.48% |
+1.33% |
| TSLA TESLA INC |
2.80% | 1.48% |
+1.32% |
| AMD ADVANCED MICRO DEVICES |
2.22% | 1.20% |
+1.02% |
| V VISA CLASS A |
1.84% | 1.18% |
+0.65% |
| JNJ JOHNSON & JOHNSON |
1.87% | 0.84% |
+1.03% |
| AMAT APPLIED MATERIAL INC |
1.08% | 0.72% |
+0.36% |
| LRCX LAM RESEARCH |
1.12% | 0.72% |
+0.40% |
| MA MASTERCARD CLASS A |
1.39% | 0.70% |
+0.70% |
| COST COSTCO WHOLESALE CORP |
1.21% | 0.66% |
+0.55% |
| HD HOME DEPOT |
0.96% | 0.65% |
+0.31% |
| CAT CATERPILLAR INC |
1.07% | 0.62% |
+0.45% |
| KO COCA-COLA |
1.01% | 0.61% |
+0.40% |
| PANW PALO ALTO NETWORKS |
0.78% | 0.58% |
+0.20% |
| MRK MERCK & CO INC |
1.10% | 0.58% |
+0.52% |
| VZ VERIZON COMMUNICATIONS INC |
0.60% | 0.56% |
+0.04% |
| PG PROCTER & GAMBLE |
0.96% | 0.55% |
+0.41% |
最大权重差异
| 持仓 | SUSL | ESGU | Δ |
|---|
| NVDA |
13.98% | 7.45% |
+6.53% |
| MSFT |
9.86% | 5.26% |
+4.59% |
| GOOGL |
5.74% | 2.06% |
+3.68% |
| LLY |
2.82% | 1.48% |
+1.33% |
| TSLA |
2.80% | 1.48% |
+1.32% |
| GOOG |
4.51% | 3.36% |
+1.15% |
| JNJ |
1.87% | 0.84% |
+1.03% |
| AMD |
2.22% | 1.20% |
+1.02% |
| MA |
1.39% | 0.70% |
+0.70% |
| V |
1.84% | 1.18% |
+0.65% |
| COST |
1.21% | 0.66% |
+0.55% |
| MRK |
1.10% | 0.58% |
+0.52% |
仅在 SUSL
| TJX TJX |
0.44% |
| MPC MARATHON PETROLEUM |
0.30% |
| VLO VALERO ENERGY CORP |
0.29% |
| CMCSA COMCAST CLASS A |
0.28% |
| SLB.PA SLB |
0.23% |
| ROST ROSS STORES INC |
0.22% |
| MNST MONSTER BEVERAGE |
0.20% |
| TFC TRUIST FINANCIAL |
0.18% |
| APO APOLLO GLOBAL MANAGEMENT |
0.16% |
| AFL AFLAC |
0.15% |
| AMP AMERIPRISE FINANCE INC |
0.14% |
| AZO AUTOZONE |
0.14% |
| CVNA CARVANA CLASS A |
0.14% |
| GRMN GARMIN |
0.13% |
| EBAY EBAY |
0.13% |
仅在 ESGU
| AAPL APPLE |
6.77% |
| AMZN AMAZON.COM INC |
3.74% |
| AVGO BROADCOM INC |
2.44% |
| META META PLATFORMS CLASS A |
1.77% |
| MU MICRON TECHNOLOGY |
1.56% |
| JPM JPMORGAN CHASE & CO |
1.42% |
| ABBV ABBVIE |
0.80% |
| XOM EXXONMOBIL HOLDINGS CORP |
0.78% |
| CSCO CISCO SYSTEMS INC |
0.73% |
| GS GOLDMAN SACHS GROUP INC |
0.60% |
| INTC INTEL CORPORATION |
0.59% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
0.55% |
| BAC BANK OF AMERICA |
0.49% |
| UNH UNITEDHEALTH GROUP INC |
0.49% |
| RTX RTX |
0.48% |
仅供研究参考——持仓重叠是衡量相似度的视角之一，并非判断哪只基金更优。