小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 17
增持 94
减持 28
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$81.0M
2,070,591
+3%
增持
AAPL
APPLE INC
+$54.8M
1,281,687
+5%
清仓
—
BLACKROCK INC
-$46.3M
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
VTV
VANGUARD INDEX FDS
+$33.3M
2,306,661
+2%
增持
MSFT
MICROSOFT CORP
+$33.0M
435,310
+8%
建仓
LKQ
LKQ CORP
+$25.9M
431,093
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$25.0M
609,643
+403%
减持
—
ACTIVISION BLIZZARD INC
-$21.8M
4,812
-98%
增持
QAI
INDEXIQ ETF TR
+$20.7M
690,539
+1634%
增持
AVGO
BROADCOM INC
+$16.7M
89,275
+1%
增持
AMZN
AMAZON COM INC
+$15.3M
25,231
+20%
建仓
AVUV
AMERICAN CENTY ETF TR
+$14.7M
184,436
增持
VXF
VANGUARD INDEX FDS
+$14.0M
96,777
+381%
减持
COST
COSTCO WHSL CORP NEW
+$13.2M
115,620
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$10.6M
256,946
-1%
增持
GM
GENERAL MTRS CO
+$10.6M
594,324
+29%
减持
META
META PLATFORMS INC
-$10.5M
105,486
-22%
建仓
VBK
VANGUARD INDEX FDS
+$10.1M
35,872
增持
CSCO
CISCO SYS INC
+$9.0M
786,815
+5%
增持
UNP
UNION PAC CORP
+$8.5M
133,724
+4%
建仓
VBR
VANGUARD INDEX FDS
+$8.3M
46,614
增持
TJX
TJX COS INC NEW
+$8.1M
592,811
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$8.1M
159,225
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$8.0M
292,277
+2%
增持
IGSB
ISHARES TR
+$7.6M
398,295
+57%
增持
ZTS
ZOETIS INC
+$7.5M
141,715
+2%
增持
GOOGL
ALPHABET INC
+$7.4M
27,784
+2%
建仓
AVEM
AMERICAN CENTY ETF TR
+$7.0M
110,395
清仓
—
ISHARES TR
-$6.9M
0
-100%
增持
CVS
CVS HEALTH CORP
+$6.9M
368,345
+0%
增持
PEP
PEPSICO INC
+$6.7M
238,945
+3%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$6.4M
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$6.3M
168,798
+4%
增持
FMC
FMC CORP
+$6.3M
253,949
+7%
减持
GPN
GLOBAL PMTS INC
-$6.2M
163,214
-9%
增持
VOE
VANGUARD INDEX FDS
+$6.1M
143,761
+30%
增持
SBUX
STARBUCKS CORP
+$6.0M
377,286
+9%
增持
AGG
ISHARES TR
+$5.9M
117,944
+79%
增持
VOT
VANGUARD INDEX FDS
+$5.8M
98,987
+21%
增持
EMB
ISHARES TR
+$5.7M
57,374
+1101%
增持
JNJ
JOHNSON & JOHNSON
+$5.4M
331,609
+4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$5.4M
359,039
+24%
增持
VOO
VANGUARD INDEX FDS
+$5.0M
28,154
+52%
增持
IYW
ISHARES TR
+$5.0M
47,182
+975%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.9M
629,833
+20%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$4.8M
58,736
增持
DJP
BARCLAYS BANK PLC
+$4.6M
198,903
+438%
增持
FDX
FEDEX CORP
+$4.6M
90,369
+6%
建仓
AVDV
AMERICAN CENTY ETF TR
+$4.4M
68,903
增持
SPGI
S&P GLOBAL INC
+$3.8M
70,483
+2%
增持
IVV
ISHARES TR
+$3.7M
66,816
+2%
增持
KRE
SPDR SER TR
+$3.4M
520,142
+5%
增持
ESGD
ISHARES TR
+$3.3M
418,695
+10%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$3.3M
35,439
增持
IJS
ISHARES TR
+$3.1M
38,579
+298%
增持
HD
HOME DEPOT INC
+$2.9M
31,445
+2%
增持
QCOM
QUALCOMM INC
+$2.8M
36,853
+22%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.8M
427,065
+6%
增持
VLO
VALERO ENERGY CORP
+$2.7M
381,732
+4%
增持
VNQ
VANGUARD INDEX FDS
+$2.7M
50,216
+64%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
21,104
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
70,498
+4%
减持
LOW
LOWES COS INC
+$2.4M
46,570
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
27,945
-6%
建仓
SUSB
ISHARES TR
+$2.3M
90,316
增持
VTI
VANGUARD INDEX FDS
+$2.2M
82,131
+4%
增持
IWN
ISHARES TR
+$2.2M
342,319
+0%
增持
HCA
HCA HEALTHCARE INC
+$2.1M
132,471
+1%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$2.1M
241,775
+22%
增持
SYK
STRYKER CORPORATION
+$2.1M
138,977
+5%
减持
TSLA
TESLA INC
+$2.0M
7,506
-2%
增持
VV
VANGUARD INDEX FDS
+$1.9M
16,257
+95%
清仓
—
SMARTSHEET INC
-$1.9M
0
-100%
增持
DIS
DISNEY WALT CO
-$1.9M
285,694
+5%
清仓
—
ALTABANCORP
-$1.8M
0
-100%
增持
PFE
PFIZER INC
+$1.8M
100,041
+4%
增持
GOOG
ALPHABET INC
+$1.7M
6,490
+1%
增持
IJR
ISHARES TR
+$1.7M
76,674
+19%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6M
131,910
-4%
增持
EFA
ISHARES TR
+$1.6M
205,122
+10%
建仓
GBCI
GLACIER BANCORP INC NEW
+$1.6M
27,612
增持
IWV
ISHARES TR
+$1.5M
16,911
+35%
增持
—
EXXON MOBIL CORP
+$1.5M
517,240
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$1.4M
31,147
+146%
清仓
SSD
SIMPSON MFG INC
-$1.4M
0
-100%
增持
ICF
ISHARES TR
+$1.4M
26,011
+173%
增持
HON
HONEYWELL INTL INC
+$1.3M
211,544
+5%
减持
CTAS
CINTAS CORP
+$1.3M
21,779
-1%
增持
CVX
CHEVRON CORP NEW
+$1.3M
76,177
+1%
清仓
—
ISHARES TR
-$1.3M
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$1.3M
16,771
+227%
增持
IJH
ISHARES TR
+$1.2M
14,052
+35%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
11,852
+1%
建仓
EQIX
EQUINIX INC
+$1.2M
1,418
增持
ALL
ALLSTATE CORP
-$1.2M
242,092
+4%
增持
ABNB
AIRBNB INC
+$1.2M
16,065
+79%
减持
IWF
ISHARES TR
+$1.2M
42,627
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.1M
60,565
-21%
减持
IEF
ISHARES TR
-$1.1M
5,935
-62%
增持
—
ACCENTURE PLC IRELAND
+$1.1M
7,218
+22%
增持
V
VISA INC
+$1.1M
209,162
+5%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$1.1M
53,539
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$1.0M
33,214
+3%
减持
TWLO
TWILIO INC
-$953.0K
6,006
-24%
减持
SCHD
SCHWAB STRATEGIC TR
-$949.0K
46,684
-27%
清仓
VSGX
VANGUARD WORLD FD
-$926.0K
0
-100%
增持
EEM
ISHARES TR
+$922.0K
140,857
+19%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$882.0K
15,402
+191%
减持
IVW
ISHARES TR
+$871.0K
110,922
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$848.0K
20,994
-1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$800.0K
39,041
+4%
增持
JPM
JPMORGAN CHASE & CO
-$787.0K
466,238
+2%
建仓
APP
APPLOVIN CORP
+$778.0K
8,259
减持
FLRN
SPDR SER TR
-$748.0K
7,958
-75%
减持
ABBV
ABBVIE INC
+$743.0K
31,498
-4%
增持
INTC
INTEL CORP
+$726.0K
85,922
+24%
减持
PG
PROCTER AND GAMBLE CO
+$710.0K
32,077
-1%
建仓
IJJ
ISHARES TR
+$686.0K
6,198
减持
GWW
GRAINGER W W INC
+$673.0K
5,870
-3%
增持
ABT
ABBOTT LABS
+$669.0K
23,483
+5%
增持
VO
VANGUARD INDEX FDS
+$664.0K
10,719
+23%
增持
WMT
WALMART INC
+$661.0K
26,400
+16%
减持
MCD
MCDONALDS CORP
+$661.0K
27,824
-1%
清仓
—
ALTAIR ENGR INC
-$659.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$651.0K
9,659
+2%
减持
BSY
BENTLEY SYS INC
-$643.0K
22,620
-21%
增持
SCHX
SCHWAB STRATEGIC TR
+$639.0K
24,001
+19%
建仓
EFV
ISHARES TR
+$637.0K
12,635
增持
PLD
PROLOGIS INC.
+$637.0K
14,469
+1%
减持
KLAC
KLA CORP
+$621.0K
8,792
-7%
增持
NKE
NIKE INC
+$613.0K
27,439
+1%
增持
IWR
ISHARES TR
+$603.0K
21,290
+43%
减持
DOV
DOVER CORP
+$596.0K
26,146
-2%
减持
IWO
ISHARES TR
-$580.0K
18,711
-9%
增持
XLV
SELECT SECTOR SPDR TR
+$579.0K
11,969
+38%
增持
SCHA
SCHWAB STRATEGIC TR
+$576.0K
44,963
+12%
增持
—
LINDE PLC
+$563.0K
2,681
+115%
增持
VHT
VANGUARD WORLD FDS
+$543.0K
20,662
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$542.0K
38,019
+26%
减持
TER
TERADYNE INC
+$537.0K
11,291
-6%
建仓
MINT
PIMCO ETF TR
+$526.0K
5,176
减持
IWD
ISHARES TR
+$521.0K
63,498
-2%
清仓
ESGE
ISHARES INC
-$521.0K
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$517.0K
0
-100%
建仓
—
DISCOVER FINL SVCS
+$503.0K
4,351
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$468.0K
31,392
+1%
建仓
OLMA
OLEMA PHARMACEUTICALS INC
+$433.0K
46,248
增持
MCK
MCKESSON CORP
+$426.0K
8,175
+2%
增持
NEE
NEXTERA ENERGY INC
+$426.0K
26,470
+2%
增持
IWM
ISHARES TR
+$418.0K
19,028
+9%
