EB
Emprise Bank
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$2.7亿
申报季度: 2026-06-30 · 持股只数: 109
Emprise Bank在最新一期 13F 报告中披露了 109 项持股，申报期为 2026-06-30，总持股市值约为 US$2.7亿，季度换手率为 12.9%。
机构性格雪花图
- 集中度
- 20.35
- 持仓稳定性
- 12.88
- 动能／逆势
- 100
- 行业集中度
- 58.67
- 多样化
- 100
- 仓位均衡度
- 78.58
近期动向
减仓 VGIT
-2.1% -US$106.2万
加仓 DUHP
+45.5% US$302.7万
加仓 DFEM
+3.1% US$400.3万
加仓 DIHP
+30.8% US$218.2万
加仓 CAT
-1.0% US$155.1万
减仓 SGOV
-6.7% -US$51.2万
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 |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 12.52% | -1.55% | -2.09% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 11.23% | -0.33% | +2.59% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 8.40% | +0.85% | +3.10% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-其他 | 6.66% | -0.32% | +3.41% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.96% | +0.14% | -2.81% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.70% | +0.01% | -1.78% | |
| 7 | DIHP | Dimensional International Hi | ETF-其他 | 2.89% | +0.61% | +30.76% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.83% | +0.96% | +45.47% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 2.81% | +0.15% | -5.66% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.65% | +0.05% | -3.32% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.64% | -0.44% | -6.68% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.27% | +0.05% | -1.99% | |
| 13 | CAT | Caterpillar INC | 股票-工业 | 1.74% | +0.46% | -1.05% | |
| 14 | DISV | Dimensional International Sm | ETF-其他 | 1.67% | — | +1.20% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | — | -1.35% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.46% | +0.05% | -0.45% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | +0.16% | -1.40% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.44% | +0.12% | -0.30% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | +0.05% | -0.79% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.28% | +0.14% | -1.09% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | +0.01% | -0.84% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.01% | -0.24% | -10.70% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.98% | -0.01% | -2.59% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.85% | -0.15% | -1.44% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.82% | +0.05% | +296.56% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | -7.58% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | +0.02% | — | |
| 28 | ETN | Eaton Corporation plc | 股票-工业 | 0.63% | +0.05% | -0.99% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | — | -1.09% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | -0.22% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.54% | +0.02% | — | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.54% | +0.02% | -1.06% | |
| 33 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 0.47% | — | — | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.43% | — | -0.92% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.43% | — | — | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | +0.11% | -2.09% | |
| 37 | TEL | TE Connectivity plc | 股票-科技 | 0.42% | — | -1.13% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | +0.03% | — | |
| 39 | TXN | Texas Instruments INC | 股票-科技 | 0.41% | +0.12% | — | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.38% | — | -1.22% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.38% | -0.10% | -2.51% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.37% | — | -1.47% | |
| 43 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.37% | +0.03% | — | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.37% | — | — | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.37% | — | — | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | — | -6.88% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.36% | +0.03% | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.34% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | — | -0.86% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.31% | — | -0.32% |
1–50 of 109
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-06-30 | 109 | US$2.7亿 | 13 | |
| 2026-03-31 | 107 | US$2.5亿 | 13 | |
| 2025-12-31 | 107 | US$2.4亿 | 9 | |
| 2025-09-30 | 111 | US$2.3亿 | 29 | |
| 2025-06-30 | 101 | US$2.1亿 | 0 | |
| 2025-03-31 | 99 | US$1.9亿 | 0 | |
| 2024-12-31 | 100 | US$1.8亿 | 0 | |
| 2024-09-30 | 98 | US$1.7亿 | 0 | |
| 2024-06-30 | 102 | US$1.6亿 | 0 | |
| 2024-03-31 | 108 | US$1.5亿 | 0 |
本季持股变动
Emprise Bank 在 2026-06-30 最显著的持仓异动： 清仓: Capitol Federal Financial In (CFFN); 新建仓: Lam Research CORP (LRCX); 新建仓: ASML Holding N.V. (ASML); 清仓: Schwab US Dvd Equity ETF (SCHD); 新建仓: Carnival CORP LTD Common Shares.
FAQ
Emprise Bank 是什么机构？属于哪种投资人类型？
Emprise Bank 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（2026-06-30），该机构追踪的股票投资组合估值约为 US$2.7亿，分布在 109 个已申报仓位之中。
Emprise Bank 目前前几大持股有哪些？
根据最新 13F 申报，Emprise Bank 按市值排列的前几大持股为：
1. Vanguard Intermediate-term T (VGIT) — US$3398.0万 (12.5%)
2. Avantis Intl S/c Value ETF (AVDV) — US$3048.7万 (11.2%)
3. Dimensional Emrg Mrkt Core (DFEM) — US$2281.8万 (8.4%)
4. Vanguard Short-term Tips (VTIP) — US$1808.9万 (6.7%)
5. Vanguard Total Stock Mkt ETF (VTI) — US$1345.9万 (5.0%)
Emprise Bank 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Emprise Bank 共进行了 43 项显著调整：新建仓 8 个仓位、加仓 6 个既有持股、减仓 24 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Capitol Federal Financial In (CFFN); 新建仓: Lam Research CORP (LRCX); 新建仓: ASML Holding N.V. (ASML); 清仓: Schwab US Dvd Equity ETF (SCHD); 新建仓: Carnival CORP LTD Common Shares
Emprise Bank 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，Emprise Bank 的主要板块分布如下：
• Information Technology: 36.1%
• Industrials: 16.0%
• Communication Services: 11.4%
• Financials: 10.1%
• Consumer Discretionary: 8.6%
• Consumer Staples: 6.9%