EF

EnRich Financial Partners LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$3.8亿

申报季度: 2026-03-31 · 持股只数: 64

EnRich Financial Partners LLC在最新一期 13F 报告中披露了 64 项持股，申报期为 2026-03-31，总持股市值约为 US$3.8亿，季度换手率为 4.7%。

机构性格雪花图

集中度
25.28
持仓稳定性
4.66
动能／逆势
100
行业集中度
95.1
多样化
100
仓位均衡度
82.41

近期动向

  • 加仓 AVUQ

    +545.5%　US$201.9万

  • 减仓 VOO

    +2.0%　-US$80.6万

  • 加仓 AVUV

    +16.7%　US$128.1万

  • 加仓 AVLV

    +9.4%　US$113.3万

  • 减仓 MOAT

    -0.4%　-US$61.8万

  • 减仓 PYLD

    +1.3%　-US$12.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DFEMDimensional Emrg Mrkt CoreETF-其他11.66%+0.10%-0.72%
2DFICDimensional International CoETF-其他10.56%+0.17%+1.31%
3DFATDimensional US Target ValueETF-其他8.64%+0.07%-1.21%
4DFLVDim US Large Cap Value ETFETF-大型股与成长8.60%-0.11%-2.77%
5VOOVanguard S&p 500 ETFETF-大型股与成长7.39%-0.43%+2.00%
6PYLDPimco Multisector Bond ActvETF-其他6.27%-0.21%+1.32%
7FBNDFidelity Total Bond ETFETF-其他6.07%-0.16%+1.06%
8DFASDimensional US Small Cap ETFETF-中小型股4.84%+0.01%+1.00%
9DFIVDimensional International VaETF-其他4.45%+0.08%-1.08%
10VOVanguard Mid-cap ETFETF-其他4.29%-0.05%+2.64%
11CGMUCap Group Municipal IncomeETF-其他2.92%-0.01%+3.42%
12FMHIFirst Trust Municipal High IETF-其他2.26%-0.05%+1.22%
13FSMBFirst Trust Short Dur ManagETF-其他2.20%+0.04%+4.92%
14MOATVaneck Morningstar Wide MoatETF-其他2.18%-0.23%-0.39%
15AVLVAvantis US Large Cap ValueETF-大型股与成长2.14%+0.25%+9.37%
16DFUSDimensional US Eq Mkt ETFETF-其他1.82%-0.14%-0.18%
17AVEMAvantis Emerging Markets EqETF-新兴市场1.71%+0.10%+3.98%
18DFUVDimensional US Marketwide VaETF-其他1.69%—-0.90%
19AVUVAvantis US Small Cap ValueETF-中小型股1.62%+0.30%+16.73%
20VUGVanguard Growth ETFETF-其他1.34%-0.19%+0.93%
21AVUQAvantis US Quality Eq ETFETF-其他0.64%+0.53%+545.46%
22DFEVDimensional Emrg Mrkt ValETF-其他0.46%+0.01%-2.22%
23VVVanguard Large-cap ETFETF-其他0.44%-0.04%-0.83%
24AAPLApple INC股票-科技0.43%-0.05%-0.99%
25AVDEAvantis International EquityETF-其他0.37%+0.10%+38.68%
26DFSUDimensional US Sus Core1 ETFETF-其他0.35%-0.04%-2.03%
27IJHIshares Core S&p Midcap ETFETF-其他0.32%—-0.07%
28PRFInvesco Rafi US 1000 ETFETF-其他0.31%-0.01%-0.24%
29AVSCAvantis US Small Cap EquityETF-中小型股0.26%+0.03%+9.80%
30IWFIshares Russell 1000 GrowthETF-其他0.22%-0.03%—
31CGHMCap Group Muni High-incomeETF-其他0.19%+0.10%+123.47%
32BRK-BBerkshire Hathaway Inc-cl B股票-其他0.19%-0.01%—
33VTESVanguard Sh Term Tax-ex BondETF-其他0.18%—-0.77%
34AVSUAvantis Resp US Equity ETFETF-其他0.18%-0.01%-1.60%
35MSFTMicrosoft CORP股票-科技0.15%-0.05%—
36DUHPDimensional US High Profi EtETF-其他0.15%-0.01%-1.36%
37DFACDimensional US Core Equity 2ETF-其他0.15%+0.01%+8.88%
38DFSIDimensional Int Sus Cor1 ETFETF-其他0.13%—-1.04%
39PRFZInv Rafi US 1500 Sm-usd INCETF-其他0.13%—-0.50%
40VTIVanguard Total Stock Mkt ETFETF-其他0.13%-0.01%+0.13%
41VTEBVanguard Tax-exempt Bond ETFETF-其他0.11%—+10.42%
42VWOVanguard Ftse Emerging MarkeETF-新兴市场0.11%—-0.47%
43IEFAIshares Core Msci Eafe ETFETF-其他0.11%-0.01%-13.25%
44TMOThermo Fisher Scientific INC股票-医疗保健0.10%-0.02%—
45BIVVanguard Intermediate-term BETF-其他0.10%—+0.27%
46VTVVanguard Value ETFETF-其他0.10%——
47VXUSVanguard Total Intl StockETF-其他0.09%—-0.60%
48GOOGLAlphabet Inc-cl A股票-通信服务0.09%-0.01%+2.45%
49DFSEDimensional Em Sus Core1 ETFETF-其他0.09%-0.01%-9.09%
50HODLVaneck Bitcoin ETFETF-加密货币0.09%-0.03%+0.28%
1–50 of 64

本季持股变动

EnRich Financial Partners LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Kla CORP (KLAC); 加仓: Avantis US Quality Eq ETF (AVUQ) — 股数 +545.46%; 加仓: Vanguard S&p 500 ETF (VOO) — 股数 +2.00%; 加仓: Avantis US Small Cap Value (AVUV) — 股数 +16.73%; 加仓: Avantis US Large Cap Value (AVLV) — 股数 +9.37%.

EnRich Financial Partners LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AVUQAvantis US Quality Eq ETF+0.5%+545.46%加仓
2AVUVAvantis US Small Cap Value+0.3%+16.73%加仓
3AVLVAvantis US Large Cap Value+0.3%+9.37%加仓
4DFICDimensional International Co+0.2%+1.31%加仓
5DFEMDimensional Emrg Mrkt Core+0.1%-0.72%减仓
6AVEMAvantis Emerging Markets Eq+0.1%+3.98%加仓
7AVDEAvantis International Equity+0.1%+38.68%加仓
8CGHMCap Group Muni High-income+0.1%+123.47%加仓
9DFIVDimensional International Va+0.1%-1.08%减仓
10DFATDimensional US Target Value+0.1%-1.21%减仓
11FSMBFirst Trust Short Dur Manag0%+4.92%加仓
12AVSCAvantis US Small Cap Equity0%+9.80%加仓
13XOMExxon Mobil CORP0%—不变
14DFASDimensional US Small Cap ETF0%+1.00%加仓
15DFEVDimensional Emrg Mrkt Val0%-2.22%减仓
16DFACDimensional US Core Equity 20%+8.88%加仓
17COSTCostco Wholesale CORP0%—不变
18DFUVDimensional US Marketwide Va—-0.90%减仓
19VTEBVanguard Tax-exempt Bond ETF—+10.42%加仓
20IJHIshares Core S&p Midcap ETF—-0.07%减仓
21QQQInvesco Qqq Trust Series 1——不变
22CGMUCap Group Municipal Income0%+3.42%加仓
23IEFAIshares Core Msci Eafe ETF0%-13.25%减仓
24SPYSs Spdr S&p 500 ETF Trust-us0%-9.84%减仓
25BRK-BBerkshire Hathaway Inc-cl B0%—不变
26AVSUAvantis Resp US Equity ETF0%-1.60%减仓
27BSVVanguard Short-term Bond ETF0%-9.19%减仓
28DUHPDimensional US High Profi Et0%-1.36%减仓
29DFSEDimensional Em Sus Core1 ETF0%-9.09%减仓
30AMZNAmazon.com INC0%—不变
31VTIVanguard Total Stock Mkt ETF0%+0.13%加仓
32GOOGLAlphabet Inc-cl A0%+2.45%加仓
33PRFInvesco Rafi US 1000 ETF0%-0.24%减仓
34TMOThermo Fisher Scientific INC0%—不变
35HODLVaneck Bitcoin ETF0%+0.28%加仓
36IWFIshares Russell 1000 Growth0%—不变
37DFSUDimensional US Sus Core1 ETF0%-2.03%减仓
38VVVanguard Large-cap ETF0%-0.83%减仓
39VOVanguard Mid-cap ETF-0.1%+2.64%加仓
40MSFTMicrosoft CORP-0.1%—不变
41AAPLApple INC-0.1%-0.99%减仓
42FMHIFirst Trust Municipal High I-0.1%+1.22%加仓
43DFLVDim US Large Cap Value ETF-0.1%-2.77%减仓
44DFUSDimensional US Eq Mkt ETF-0.1%-0.18%减仓
45FBNDFidelity Total Bond ETF-0.2%+1.06%加仓
46VUGVanguard Growth ETF-0.2%+0.93%加仓
47PYLDPimco Multisector Bond Actv-0.2%+1.32%加仓
48MOATVaneck Morningstar Wide Moat-0.2%-0.39%减仓
49VOOVanguard S&p 500 ETF-0.4%+2.00%加仓
50KLACKla CORP—NEW新建仓

FAQ

EnRich Financial Partners LLC 是什么机构？属于哪种投资人类型？
EnRich Financial Partners LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.8亿，分布在 64 个已申报仓位之中。
EnRich Financial Partners LLC 目前前几大持股有哪些？
根据最新 13F 申报，EnRich Financial Partners LLC 按市值排列的前几大持股为： 1. Dimensional Emrg Mrkt Core (DFEM) — US$4396.4万 (11.7%) 2. Dimensional International Co (DFIC) — US$3982.6万 (10.6%) 3. Dimensional US Target Value (DFAT) — US$3257.5万 (8.6%) 4. Dim US Large Cap Value ETF (DFLV) — US$3243.1万 (8.6%) 5. Vanguard S&p 500 ETF (VOO) — US$2786.7万 (7.4%)
EnRich Financial Partners LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，EnRich Financial Partners LLC 共进行了 42 项显著调整：新建仓 1 个仓位、加仓 22 个既有持股、减仓 19 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Kla CORP (KLAC); 加仓: Avantis US Quality Eq ETF (AVUQ) — 股数 +545.46%; 加仓: Vanguard S&p 500 ETF (VOO) — 股数 +2.00%; 加仓: Avantis US Small Cap Value (AVUV) — 股数 +16.73%; 加仓: Avantis US Large Cap Value (AVLV) — 股数 +9.37%
EnRich Financial Partners LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，EnRich Financial Partners LLC 的主要板块分布如下： • Information Technology: 52.1% • Financials: 15.4% • Health Care: 8.4% • Communication Services: 7.3% • Energy: 6.9% • Consumer Staples: 5.5%