Emprise Bank 13F 持仓 · 2026年Q3
Emprise Bank 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 105 只证券,申报市值合计 2.62 亿美元。前几大持仓:AVDV(12.49%)、VGIT(11.66%)、DFEM(8.76%)。本季前 25 大持仓中:增持 5 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVDV | AVANTIS INTERNATIONAL SMALL CAP | $32.7M | 12.49% | 298,753 | 增持 |
| 2 | VGIT | VANGUARD INTERMEDIATE-TERM | $30.5M | 11.66% | 538,288 | 减持 |
| 3 | DFEM | DIMENSIONAL EMERGING MARKETS CO | $22.9M | 8.76% | 577,197 | 增持 |
| 4 | VTIP | VANGUARD SHORT TERM INF PROT SE | $17.6M | 6.71% | 356,639 | 减持 |
| 5 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $13.5M | 5.15% | 35,982 | 减持 |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKETS | $9.7M | 3.72% | 137,704 | 减持 |
| 7 | DIHP | Dimensional International High | $8.8M | 3.37% | 261,356 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $8.1M | 3.08% | 35,281 | 减持 |
| 9 | AVGO | BROADCOM INC | $6.9M | 2.65% | 19,711 | 减持 |
| 10 | AAPL | APPLE INC | $6.9M | 2.64% | 20,777 | 减持 |
| 11 | SGOV | iShares 0-3 Month Treasury Bond | $6.8M | 2.61% | 67,950 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $5.5M | 2.12% | 10,820 | 减持 |
| 13 | DISV | DIMENSIONAL INTERNATIONAL SMALL | $4.8M | 1.85% | 111,832 | 减持 |
| 14 | AMZN | AMAZON.COM INC | $4.1M | 1.58% | 16,595 | 增持 |
| 15 | DFAE | DFA EMERGING CORE | $3.8M | 1.45% | 96,582 | 减持 |
| 16 | GOOGL | ALPHABET INC CL A | $3.8M | 1.45% | 11,007 | 减持 |
| 17 | AVUV | Avantis US Small Cap Value | $3.7M | 1.41% | 31,353 | 减持 |
| 18 | CAT | CATERPILLAR INC | $3.5M | 1.35% | 4,370 | 减持 |
| 19 | GOOG | ALPHABET INC CL C | $3.2M | 1.23% | 9,408 | 减持 |
| 20 | JPM | JPMORGAN CHASE & CO | $2.9M | 1.12% | 8,836 | 减持 |
| 21 | RTX | RTX CORPORATION | $2.7M | 1.02% | 14,329 | 减持 |
| 22 | IWF | ISHARES RUSSELL 1000 GROWTH | $2.2M | 0.86% | 17,881 | 持平 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $2.2M | 0.84% | 2,427 | 减持 |
| 24 | META | META PLATFORMS INC CL A | $2.2M | 0.84% | 3,042 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC CLASS B | $2.0M | 0.76% | 4,016 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR