EnRich Financial Partners LLC
MADISON WI · SEC CIK 0001955091
$3.77亿2026Q1 申报市值
64持仓数
72.8%前十大占比 · 第一大 11.7%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVUQ 加仓+$204.17万
AVUV 加仓+$87.80万
AVLV 加仓+$69.04万
VOO 加仓+$54.68万
DFIC 加仓+$51.47万
2026Q1 卖出最多 按季末市值估算
DFLV 减仓-$92.36万
DIMENSIONAL ETF 减仓-$39.74万
DFEM 减仓-$32.07万
DFIV 减仓-$18.29万
IEFA 减仓-$6.11万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DIHP | DIMENSIONAL ETF TRUST | $20.39万 | 0.05% | 6,329 | -368 | -5.5% | -$1.19万 | 减仓 |
| AMZN | AMAZON COM INC | $20.63万 | 0.05% | 991 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $20.84万 | 0.06% | 2,830 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $21.18万 | 0.06% | 4,093 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $22.38万 | 0.06% | 152 | 152 | — | $22.38万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.71万 | 0.07% | 258 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $26.89万 | 0.07% | 3,430 | -347 | -9.2% | -$2.72万 | 减仓 |
| IWD | ISHARES TR | $28.50万 | 0.08% | 1,334 | -5 | -0.4% | -$1,068 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.62万 | 0.08% | 440 | -48 | -9.8% | -$3.12万 | 减仓 |
| QQQ | INVESCO QQQ TR | $28.69万 | 0.08% | 497 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $29.51万 | 0.08% | 4,007 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $30.55万 | 0.08% | 1,166 | 3 | 0.3% | $786 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.76万 | 0.08% | 13,007 | -8 | -0.1% | -$189 | 减仓 |
| — | EXXON MOBIL CORP | $32.12万 | 0.09% | 1,893 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $33.04万 | 0.09% | 17,244 | 48 | 0.3% | $920 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $33.57万 | 0.09% | 7,924 | -792 | -9.1% | -$3.36万 | 减仓 |
| GOOGL | ALPHABET INC | $33.62万 | 0.09% | 1,169 | 28 | 2.5% | $8,053 | 加仓 |
| VXUS | VANGUARD STAR FDS | $34.21万 | 0.09% | 4,436 | -27 | -0.6% | -$2,082 | 减仓 |
| VTV | VANGUARD INDEX FDS | $37.12万 | 0.10% | 1,892 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $37.47万 | 0.10% | 4,854 | 13 | 0.3% | $1,003 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $38.83万 | 0.10% | 790 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $40.00万 | 0.11% | 4,418 | -675 | -13.3% | -$6.11万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.57万 | 0.11% | 7,691 | -36 | -0.5% | -$1,946 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $42.44万 | 0.11% | 8,506 | 803 | 10.4% | $4.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $48.88万 | 0.13% | 1,524 | 2 | 0.1% | $641 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $49.76万 | 0.13% | 10,849 | -54 | -0.5% | -$2,477 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $49.99万 | 0.13% | 11,791 | -124 | -1.0% | -$5,258 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $55.43万 | 0.15% | 14,265 | 1,163 | 8.9% | $4.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.08万 | 0.15% | 15,255 | -210 | -1.4% | -$7,719 | 减仓 |
| MSFT | MICROSOFT CORP | $56.78万 | 0.15% | 1,534 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $67.01万 | 0.18% | 9,065 | -147 | -1.6% | -$1.09万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $69.06万 | 0.18% | 6,828 | -53 | -0.8% | -$5,360 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.21万 | 0.19% | 1,486 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $73.09万 | 0.19% | 28,868 | 15,950 | 123.5% | $40.39万 | 加仓 |
| IWF | ISHARES TR | $83.79万 | 0.22% | 1,965 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $97.38万 | 0.26% | 15,632 | 1,395 | 9.8% | $8.69万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $117.14万 | 0.31% | 24,644 | -59 | -0.2% | -$2,804 | 减仓 |
| IJH | ISHARES TR | $118.83万 | 0.32% | 17,596 | -12 | -0.1% | -$810 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $133.63万 | 0.35% | 32,522 | -675 | -2.0% | -$2.77万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $140.24万 | 0.37% | 16,531 | 4,611 | 38.7% | $39.12万 | 加仓 |
| AAPL | APPLE INC | $162.26万 | 0.43% | 6,394 | -64 | -1.0% | -$1.62万 | 减仓 |
| VV | VANGUARD INDEX FDS | $164.79万 | 0.44% | 5,514 | -46 | -0.8% | -$1.37万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $172.29万 | 0.46% | 48,154 | -1,092 | -2.2% | -$3.91万 | 减仓 |
| AVUQ | AMERICAN CENTY ETF TR | $241.60万 | 0.64% | 42,581 | 35,984 | 545.5% | $204.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $505.86万 | 1.34% | 11,581 | 107 | 0.9% | $4.67万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $612.69万 | 1.62% | 55,462 | 7,948 | 16.7% | $87.80万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $637.85万 | 1.69% | 131,624 | -1,198 | -0.9% | -$5.81万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $643.02万 | 1.71% | 79,799 | 3,058 | 4.0% | $24.64万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $687.18万 | 1.82% | 96,909 | -171 | -0.2% | -$1.21万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $806.12万 | 2.14% | 100,002 | 8,565 | 9.4% | $69.04万 | 加仓 |
| MOAT | VANECK ETF TRUST | $822.64万 | 2.18% | 85,071 | -333 | -0.4% | -$3.22万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $829.58万 | 2.20% | 415,619 | 19,496 | 4.9% | $38.91万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $850.87万 | 2.26% | 178,980 | 2,159 | 1.2% | $10.26万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,101.21万 | 2.92% | 405,604 | 13,423 | 3.4% | $36.44万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,618.76万 | 4.29% | 56,367 | 1,451 | 2.6% | $41.67万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,678.66万 | 4.45% | 318,048 | -3,466 | -1.1% | -$18.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,825.47万 | 4.84% | 256,639 | 2,530 | 1.0% | $18.00万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,288.11万 | 6.07% | 501,558 | 5,248 | 1.1% | $23.94万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,365.21万 | 6.27% | 902,753 | 11,722 | 1.3% | $30.71万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,786.72万 | 7.39% | 46,636 | 915 | 2.0% | $54.68万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,243.12万 | 8.60% | 908,182 | -25,864 | -2.8% | -$92.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,257.50万 | 8.64% | 521,617 | -6,364 | -1.2% | -$39.74万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,982.60万 | 10.56% | 1,120,912 | 14,487 | 1.3% | $51.47万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,396.42万 | 11.66% | 1,272,479 | -9,281 | -0.7% | -$32.07万 | 减仓 |