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EP Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
EP Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001540569
持仓数
1,496
前50大市值合计
$14.18B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 12
增持 53
减持 67
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$47.6M
2,010,613
+8%
增持
AAPL
APPLE INC
+$22.5M
1,221,307
+11%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$17.2M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$15.4M
365,829
+472%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$12.1M
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$10.1M
0
-100%
减持
TGT
TARGET CORP
-$9.8M
12,024
-77%
增持
VIGI
VANGUARD WHITEHALL FDS
+$9.5M
289,989
+60%
减持
XLK
SELECT SECTOR SPDR TR
-$9.4M
287,067
-19%
增持
GPN
GLOBAL PMTS INC
+$9.3M
179,045
+78%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.5M
136,762
-28%
增持
VTV
VANGUARD INDEX FDS
+$8.5M
2,260,592
+4%
清仓
VBR
VANGUARD INDEX FDS
-$7.8M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$7.6M
116,751
+3%
增持
JPM
JPMORGAN CHASE & CO
+$7.3M
455,838
+5%
增持
GOOGL
ALPHABET INC
+$6.9M
27,339
+1%
建仓
NUS
NU SKIN ENTERPRISES INC
+$6.5M
160,176
清仓
VBK
VANGUARD INDEX FDS
-$6.0M
0
-100%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$6.0M
198,592
-37%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$5.8M
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$5.4M
0
-100%
增持
KRE
SPDR SER TR
+$5.3M
494,471
+15%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$4.5M
258,389
+5%
增持
VOE
VANGUARD INDEX FDS
+$4.4M
110,925
+41%
减持
IJR
ISHARES TR
-$4.3M
64,630
-36%
增持
VOT
VANGUARD INDEX FDS
+$4.2M
82,097
+28%
减持
HCA
HCA HEALTHCARE INC
+$4.1M
131,423
-2%
增持
FDX
FEDEX CORP
-$3.6M
85,643
+14%
减持
AGG
ISHARES TR
-$3.6M
66,070
-32%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.6M
525,804
+26%
增持
SBUX
STARBUCKS CORP
+$3.4M
346,115
+11%
减持
MSFT
MICROSOFT CORP
+$3.3M
402,315
-1%
减持
MGV
VANGUARD WORLD FD
-$3.3M
26,737
-55%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$3.3M
0
-100%
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$3.0M
83,699
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$2.9M
76,586
-35%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.6M
63,601
-34%
增持
PEP
PEPSICO INC
+$2.5M
231,094
+6%
增持
DIS
DISNEY WALT CO
+$2.4M
272,677
+10%
增持
—
ACTIVISION BLIZZARD INC
-$2.4M
285,921
+11%
增持
CSCO
CISCO SYS INC
+$2.4M
749,917
+3%
增持
SPGI
S&P GLOBAL INC
+$2.3M
69,336
+5%
减持
VB
VANGUARD INDEX FDS
-$2.3M
119,926
-5%
增持
ESGD
ISHARES TR
+$2.2M
381,743
+9%
减持
—
BLACKROCK INC
-$2.2M
55,242
-0%
增持
ZTS
ZOETIS INC
+$2.2M
139,549
+4%
建仓
GE
GENERAL ELECTRIC CO
+$2.1M
20,403
增持
SYK
STRYKER CORPORATION
+$2.0M
132,937
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.0M
402,948
+4%
增持
AVGO
BROADCOM INC
+$1.9M
87,974
+3%
建仓
—
SMARTSHEET INC
+$1.9M
27,656
减持
IEFA
ISHARES TR
-$1.9M
37,205
-40%
增持
TJX
TJX COS INC NEW
+$1.8M
558,985
+8%
建仓
IEF
ISHARES TR
+$1.8M
15,775
增持
AMZN
AMAZON COM INC
+$1.8M
20,952
+8%
减持
VOO
VANGUARD INDEX FDS
-$1.8M
18,513
-20%
减持
KLAC
KLA CORP
-$1.6M
9,451
-35%
增持
CVS
CVS HEALTH CORP
+$1.5M
366,915
+3%
建仓
ABNB
AIRBNB INC
+$1.5M
8,964
减持
CTAS
CINTAS CORP
-$1.4M
21,922
-14%
减持
GD
GENERAL DYNAMICS CORP
-$1.4M
13,907
-36%
减持
BND
VANGUARD BD INDEX FDS
-$1.3M
13,585
-52%
减持
IWO
ISHARES TR
-$1.3M
20,651
-12%
减持
WPC
WP CAREY INC
-$1.2M
17,480
-48%
减持
MUB
ISHARES TR
-$1.2M
60,330
-14%
增持
GOOG
ALPHABET INC
+$1.2M
6,398
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.2M
162,387
+5%
建仓
TTC
TORO CO
+$1.2M
12,162
减持
GIS
GENERAL MLS INC
-$1.2M
22,324
-46%
减持
IWF
ISHARES TR
-$1.1M
43,264
-10%
减持
IWP
ISHARES TR
-$1.1M
108,418
-8%
清仓
EQIX
EQUINIX INC
-$1.1M
0
-100%
减持
QCOM
QUALCOMM INC
-$1.1M
30,271
-13%
减持
VTI
VANGUARD INDEX FDS
-$1.1M
79,173
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
29,661
-6%
减持
BAC
BK OF AMERICA CORP
-$1.0M
144,937
-17%
增持
SDY
SPDR SER TR
+$1.0M
30,387
+46%
建仓
FLRN
SPDR SER TR
+$991.0K
32,333
减持
VZ
VERIZON COMMUNICATIONS INC
-$987.0K
78,673
-16%
减持
HD
HOME DEPOT INC
-$981.0K
30,792
-11%
增持
EW
EDWARDS LIFESCIENCES CORP
+$971.0K
37,608
+19%
减持
MRK
MERCK & CO INC
-$962.0K
22,812
-34%
增持
INTU
INTUIT
+$957.0K
3,501
+84%
减持
VXF
VANGUARD INDEX FDS
-$952.0K
20,116
-18%
建仓
VSGX
VANGUARD WORLD FD
+$926.0K
15,000
清仓
IGM
ISHARES TR
-$901.0K
0
-100%
增持
TSLA
TESLA INC
+$893.0K
7,659
+3%
增持
UNP
UNION PAC CORP
-$857.0K
128,693
+9%
减持
SPEM
SPDR INDEX SHS FDS
-$856.0K
47,076
-25%
清仓
COR
AMERISOURCEBERGEN CORP
-$836.0K
0
-100%
减持
TSN
TYSON FOODS INC
-$834.0K
12,335
-50%
增持
SCHE
SCHWAB STRATEGIC TR
+$801.0K
225,431
+22%
减持
CMF
ISHARES TR
-$795.0K
248,028
-4%
增持
SCHA
SCHWAB STRATEGIC TR
+$765.0K
40,242
+28%
减持
CSX
CSX CORP
-$748.0K
32,950
-39%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$739.0K
11,718
-1%
增持
FMC
FMC CORP
-$738.0K
236,316
+14%
减持
MMM
3M CO
-$736.0K
11,958
-16%
减持
STLD
STEEL DYNAMICS INC
-$725.0K
32,198
-26%
减持
DGX
QUEST DIAGNOSTICS INC
-$721.0K
8,512
-43%
减持
CMI
CUMMINS INC
-$717.0K
3,826
-41%
减持
DLN
WISDOMTREE TR
-$711.0K
19,564
-23%
增持
MCD
MCDONALDS CORP
+$705.0K
28,195
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$699.0K
157,462
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$670.0K
16,152
-10%
减持
T
AT&T INC
-$665.0K
129,749
-10%
减持
EEM
ISHARES TR
-$654.0K
118,289
-1%
减持
IWD
ISHARES TR
-$653.0K
64,801
-5%
增持
ALL
ALLSTATE CORP
+$651.0K
232,959
+5%
增持
YUM
YUM BRANDS INC
+$648.0K
12,382
+65%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$648.0K
0
-100%
减持
—
SPDR SER TR
-$643.0K
5,968
-52%
减持
LOW
LOWES COS INC
-$607.0K
47,282
-10%
增持
A
AGILENT TECHNOLOGIES INC
+$586.0K
7,820
+79%
清仓
SHY
ISHARES TR
-$582.0K
0
-100%
增持
CRM
SALESFORCE COM INC
+$581.0K
5,928
+41%
清仓
IBB
ISHARES TR
-$577.0K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$576.0K
50,801
+55%
减持
TROW
PRICE T ROWE GROUP INC
-$574.0K
5,411
-35%
增持
TWLO
TWILIO INC
-$556.0K
7,945
+1%
减持
ABBV
ABBVIE INC
-$554.0K
32,655
-10%
增持
AMGN
AMGEN INC
-$544.0K
19,944
+2%
增持
VWOB
VANGUARD WHITEHALL FDS
+$543.0K
25,370
+40%
增持
HON
HONEYWELL INTL INC
+$540.0K
201,528
+5%
减持
MCK
MCKESSON CORP
-$531.0K
8,053
-28%
减持
INTC
INTEL CORP
-$522.0K
69,426
-8%
建仓
ESGE
ISHARES INC
+$521.0K
12,582
减持
IVV
ISHARES TR
-$518.0K
65,457
-2%
清仓
BF/B
BROWN FORMAN CORP
-$518.0K
0
-100%
减持
EFA
ISHARES TR
-$506.0K
186,017
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$503.0K
10,479
-10%
清仓
—
DISCOVER FINL SVCS
-$502.0K
0
-100%
减持
IUSV
ISHARES TR
-$499.0K
45,878
-12%
增持
PG
PROCTER AND GAMBLE CO
+$486.0K
32,450
+8%
增持
NVDA
NVIDIA CORPORATION
+$481.0K
16,894
+348%
清仓
SWK
STANLEY BLACK & DECKER INC
-$471.0K
0
-100%
清仓
—
ISHARES TR
-$462.0K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$461.0K
5,246
-4%
减持
WM
WASTE MGMT INC DEL
-$459.0K
5,055
-42%
减持
DHI
D R HORTON INC
-$453.0K
14,284
-22%
减持
GWW
GRAINGER W W INC
-$452.0K
6,028
-6%
减持
ACWI
ISHARES TR
-$448.0K
45,586
-8%
减持
RBLX
ROBLOX CORP
-$440.0K
11,460
-21%
减持
IWS
ISHARES TR
-$429.0K
38,073
-8%
减持
—
GARMIN LTD
-$429.0K
6,849
-34%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$404.0K
67,490
-0%
建仓
ROST
ROSS STORES INC
+$398.0K
3,652
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$397.0K
121,301
+9%
减持
DON
WISDOMTREE TR
-$396.0K
33,127
-21%
建仓
MBB
ISHARES TR
+$388.0K
3,584
