Exencial Wealth Advisors, LLC 13F 持仓 · 2026年Q1
Exencial Wealth Advisors 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 563 只证券，申报市值合计 32.17 亿美元。前几大持仓：AAPL（3.60%）、DFSV（3.05%）、RSP（2.48%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $115.9M | 3.60% | 456,827 | 增持 |
| 2 | DFSV | DIMENSIONAL ETF TRUST | $98.0M | 3.05% | 2.8M | 增持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $79.7M | 2.48% | 415,109 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $75.4M | 2.34% | 203,640 | 减持 |
| 5 | VTV | VANGUARD INDEX FDS | $67.4M | 2.10% | 343,665 | 减持 |
| 6 | SCHM | SCHWAB STRATEGIC TR | $62.3M | 1.94% | 2.0M | 增持 |
| 7 | GOOG | ALPHABET INC | $60.2M | 1.87% | 209,963 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $60.1M | 1.87% | 344,854 | 增持 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $57.3M | 1.78% | 1.1M | 增持 |
| 10 | VBR | VANGUARD INDEX FDS | $55.5M | 1.72% | 255,432 | 减持 |
| 11 | SGOV | ISHARES TR | $54.6M | 1.70% | 542,889 | 减持 |
| 12 | AMZN | AMAZON COM INC | $54.2M | 1.68% | 260,019 | 增持 |
| 13 | VUG | VANGUARD INDEX FDS | $48.6M | 1.51% | 111,378 | 增持 |
| 14 | DFLV | DIMENSIONAL ETF TRUST | $47.4M | 1.47% | 1.3M | 增持 |
| 15 | DISV | DIMENSIONAL ETF TRUST | $46.2M | 1.44% | 1.2M | 增持 |
| 16 | AVGO | BROADCOM INC | $39.7M | 1.23% | 128,199 | 增持 |
| 17 | IEMG | ISHARES INC | $38.1M | 1.18% | 545,669 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $37.6M | 1.17% | 78,431 | 减持 |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $37.3M | 1.16% | 1.0M | 增持 |
| 20 | IJS | ISHARES TR | $33.1M | 1.03% | 279,650 | 减持 |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $32.7M | 1.02% | 412,032 | 增持 |
| 22 | IVV | ISHARES TR | $32.3M | 1.00% | 49,402 | 减持 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $30.9M | 0.96% | 482,654 | 增持 |
| 24 | VOO | VANGUARD INDEX FDS | $30.3M | 0.94% | 50,775 | 增持 |
| 25 | DFEV | DIMENSIONAL ETF TRUST | $29.8M | 0.93% | 832,153 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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