小隐寺数据中心API 小隐寺主站

Empower Advisory Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Empower Advisory Group, LLC

报告期 2026-03-31 · CIK 0001978885

持仓数

510

前50大市值合计

$30.55B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$4.60B

185,695,369

15.0%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.13B

8,590,751

7.0%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.92B

35,534,123

6.3%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$1.77B

22,545,470

5.8%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$1.50B

16,879,079

4.9%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$1.41B

53,127,493

4.6%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$1.41B

23,598,179

4.6%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$1.07B

36,903,750

3.5%

USIG ISHARES TR

USD INV GRDE ETF

$1.04B

20,349,943

3.4%

VGLT ANGUARD SCOTTSDALE FDS

LONG TERM TREAS

$860.4M

15,544,156

2.8%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$728.8M

4,998,653

2.4%

VNQI VANGUARD INTL EQUITY INDEX F

GLB EX US ETF

$647.7M

14,572,465

2.1%

PDBC INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD

$597.6M

34,501,583

2.0%

EBND SPDR SERIES TRUST

BLOOMBERG EMERGI

$570.7M

27,649,126

1.9%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$551.6M

5,951,012

1.8%

AAPL APPLE INC

COM

$533.7M

2,102,992

1.7%

ESGD ISHARES TR

ESG AW MSCI EAFE

$523.4M

5,474,027

1.7%

SHYG ISHARES TR

0-5YR HI YL CP

$511.7M

12,094,500

1.7%

NVDA NVIDIA CORPORATION

COM

$503.8M

2,888,694

1.6%

IAU ISHARES GOLD TR

ISHARES NEW

$476.4M

5,404,160

1.6%

AMZN AMAZON COM INC

COM

$443.4M

2,128,797

1.5%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$421.4M

8,769,158

1.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$417.5M

1,301,303

1.4%

MSFT MICROSOFT CORP

COM

$414.9M

1,120,799

1.4%

GOOG LPHABET INC

CAP STK CL C

$409.7M

1,428,163

1.3%

WMT WALMART INC

COM

$331.5M

2,667,112

1.1%

META META PLATFORMS INC

CL A

$320.1M

559,472

1.0%

— EXXON MOBIL CORP

COM

$297.7M

1,754,841

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$255.6M

533,470

0.8%

JPM JPMORGAN CHASE & CO

COM

$255.0M

866,890

0.8%

TSLA TESLA INC

COM

$245.9M

661,557

0.8%

LLY ELI LILLY & CO

COM

$238.9M

259,772

0.8%

ESGE ISHARES INC

ESG AWR MSCI EM

$237.5M

5,223,149

0.8%

JNJ JOHNSON & JOHNSON

COM

$219.4M

897,518

0.7%

MA MASTERCARD INCORPORATED

CL A

$201.9M

404,083

0.7%

NEE NEXTERA ENERGY INC

COM

$195.8M

2,108,480

0.6%

COST COSTCO WHOLESALE CORPORATION

COM

$188.9M

189,531

0.6%

CVX CHEVRON CORPORATION

COM

$180.7M

873,185

0.6%

DUK UKE ENERGY CORP NEW

COM NEW

$177.9M

1,358,766

0.6%

NFLX NETFLIX INC.

COM

$177.1M

1,841,822

0.6%

— LINDE PLC

SHS

$168.5M

339,982

0.6%

ECL ECOLAB INC

COM

$165.9M

623,655

0.5%

PFE PFIZER INC

COM

$158.0M

5,626,122

0.5%

IWB ISHARES TR

RUS 1000 ETF

$157.8M

442,559

0.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$157.6M

2,059,639

0.5%

NEM NEWMONT CORP

COM

$157.5M

1,455,249

0.5%

PG PROCTER & GAMBLE CO

COM

$153.5M

1,062,532

0.5%

SO SOUTHERN CO

COM

$152.8M

1,583,291

0.5%

VLO VALERO ENERGY CORP

COM

$148.0M

598,838

0.5%

DIS DISNEY WALT CO

COM

$147.3M

1,528,842

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

SCHF15.0%IWM7.0%VWO6.3%BSV5.8%VNQ4.9%SCHP4.6%