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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 25
增持 81
减持 42
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
—
BLACKROCK INC
+$45.1M
58,962
减持
TJX
TJX COS INC NEW
-$43.9M
17,717
-97%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$41.0M
413,955
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。
建仓
DFAT
DIMENSIONAL ETF TRUST
+$35.3M
757,013
建仓
DFAC
DIMENSIONAL ETF TRUST
+$32.3M
1,172,179
增持
AGG
ISHARES TR
+$25.8M
366,083
+210%
减持
LKQ
LKQ CORP
-$25.6M
6,020
-99%
建仓
JSCP
J P MORGAN EXCHANGE-TRADED F
+$24.9M
521,777
增持
IGSB
ISHARES TR
+$23.9M
877,351
+120%
增持
XLP
SELECT SECTOR SPDR TR
+$22.3M
297,123
+8197%
增持
FMC
FMC CORP
+$21.1M
372,596
+47%
减持
QAI
INDEXIQ ETF TR
-$20.4M
50,854
-93%
增持
—
EXXON MOBIL CORP
+$17.8M
598,325
+16%
增持
SUB
ISHARES TR
+$17.0M
175,060
+1380%
建仓
BCI
ABRDN ETFS
+$13.5M
469,582
增持
VIGI
VANGUARD WHITEHALL FDS
+$13.4M
557,119
+55%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$13.3M
236,664
建仓
DFAX
DIMENSIONAL ETF TRUST
+$13.0M
522,468
减持
META
META PLATFORMS INC
-$12.3M
104,329
-1%
增持
VTV
VANGUARD INDEX FDS
+$11.8M
2,376,014
+3%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$11.3M
264,615
+3%
增持
VLO
VALERO ENERGY CORP
+$10.6M
386,709
+1%
建仓
QQQ
INVESCO QQQ TR
+$9.9M
27,308
增持
VUG
VANGUARD INDEX FDS
-$9.7M
2,276,468
+10%
增持
MUB
ISHARES TR
+$9.7M
153,666
+149%
增持
JPM
JPMORGAN CHASE & CO
-$7.8M
484,418
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.4M
835,755
+33%
增持
GPN
GLOBAL PMTS INC
+$7.1M
213,404
+31%
建仓
VFVA
VANGUARD WELLINGTON FD
+$6.8M
64,030
增持
ALL
ALLSTATE CORP
+$6.8M
254,497
+5%
增持
ZTS
ZOETIS INC
-$6.5M
148,664
+5%
增持
CMF
ISHARES TR
+$6.1M
370,168
+49%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$5.8M
444,425
+4%
减持
FDX
FEDEX CORP
-$5.5M
77,299
-14%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$5.4M
102,414
增持
VOE
VANGUARD INDEX FDS
+$5.4M
180,169
+25%
增持
SBUX
STARBUCKS CORP
-$5.3M
427,177
+13%
增持
XLI
SELECT SECTOR SPDR TR
+$5.2M
68,150
+306%
增持
VTI
VANGUARD INDEX FDS
+$5.0M
109,151
+33%
增持
GM
GENERAL MTRS CO
-$4.4M
696,440
+17%
增持
EAGG
ISHARES TR
+$4.2M
86,220
+2193%
增持
JNJ
JOHNSON & JOHNSON
+$4.0M
342,841
+3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.0M
112,656
+92%
减持
IYW
ISHARES TR
-$4.0M
13,567
-71%
增持
V
VISA INC
+$4.0M
222,515
+6%
增持
XLY
SELECT SECTOR SPDR TR
+$3.9M
57,750
+74%
增持
USB
US BANCORP DEL
+$3.8M
100,132
+270%
增持
CSCO
CISCO SYS INC
-$3.8M
826,048
+5%
增持
UNP
UNION PAC CORP
+$3.8M
137,141
+3%
增持
HD
HOME DEPOT INC
-$3.5M
31,836
+1%
增持
IWF
ISHARES TR
+$3.4M
59,209
+39%
增持
EFG
ISHARES TR
+$3.2M
50,300
+235%
增持
SUSB
ISHARES TR
+$3.1M
219,380
+143%
增持
AMT
AMERICAN TOWER CORP NEW
-$3.1M
184,332
+9%
增持
AVGO
BROADCOM INC
-$3.0M
89,618
+0%
减持
EMB
ISHARES TR
-$2.9M
34,196
-40%
减持
DJP
BARCLAYS BANK PLC
-$2.9M
76,399
-62%
减持
LOW
LOWES COS INC
-$2.9M
45,375
-3%
增持
AMZN
AMAZON COM INC
+$2.8M
26,652
+6%
增持
SPGI
S&P GLOBAL INC
-$2.7M
74,548
+6%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
79,776
增持
MSFT
MICROSOFT CORP
-$2.7M
466,238
+7%
增持
EFV
ISHARES TR
+$2.6M
64,684
+412%
增持
EFA
ISHARES TR
+$2.5M
252,680
+23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
66,603
-6%
减持
VXF
VANGUARD INDEX FDS
-$2.4M
92,354
-5%
增持
XLK
SELECT SECTOR SPDR TR
-$2.3M
305,033
+4%
增持
ESGD
ISHARES TR
-$2.3M
419,609
+0%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$2.2M
601,776
-1%
减持
CVX
CHEVRON CORP NEW
+$2.2M
68,476
-10%
增持
XLC
SELECT SECTOR SPDR TR
+$2.2M
66,835
+115%
建仓
VEEV
VEEVA SYS INC
+$2.1M
10,083
减持
VB
VANGUARD INDEX FDS
-$1.8M
116,099
-1%
增持
BOND
PIMCO ETF TR
+$1.7M
26,598
+191%
增持
SYK
STRYKER CORPORATION
+$1.7M
145,270
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$1.7M
69,159
+173%
减持
ABNB
AIRBNB INC
-$1.6M
6,256
-61%
增持
SPY
SPDR S&P 500 ETF TR
-$1.6M
163,955
+3%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
34,500
+143%
减持
CVS
CVS HEALTH CORP
-$1.5M
360,779
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.5M
46,540
+420%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4M
130,880
-1%
增持
KRE
SPDR SER TR
+$1.4M
555,433
+7%
建仓
SSD
SIMPSON MFG INC
+$1.4M
12,906
增持
SCHX
SCHWAB STRATEGIC TR
+$1.4M
76,522
+219%
建仓
EXR
EXTRA SPACE STORAGE INC
+$1.4M
6,738
减持
FNDF
SCHWAB STRATEGIC TR
-$1.4M
20,284
-68%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
40,237
+92%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
116,359
+1%
建仓
VSGX
VANGUARD WORLD FD
+$1.3M
22,880
增持
TSLA
TESLA INC
+$1.3M
8,559
+14%
增持
VOT
VANGUARD INDEX FDS
+$1.3M
118,889
+20%
增持
VBK
VANGUARD INDEX FDS
+$1.3M
45,826
+28%
减持
EEM
ISHARES TR
-$1.3M
124,475
-12%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
24,686
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$1.2M
389,922
+7%
建仓
WWD
WOODWARD INC
+$1.1M
8,927
增持
QCOM
QUALCOMM INC
-$1.1M
36,941
+0%
增持
DIS
DISNEY WALT CO
-$1.1M
314,818
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$1.1M
47,778
+88%
增持
IVV
ISHARES TR
-$1.1M
67,908
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.1M
62,433
+50%
增持
SHM
SPDR SER TR
+$1.0M
40,368
+129%
建仓
SHEL
SHELL PLC
+$1.0M
18,515
增持
—
ACTIVISION BLIZZARD INC
+$954.0K
15,903
+230%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$952.0K
39,357
-10%
减持
PFE
PFIZER INC
-$932.0K
96,101
-4%
增持
SCHG
SCHWAB STRATEGIC TR
-$891.0K
50,151
+77%
增持
MU
MICRON TECHNOLOGY INC
+$890.0K
21,674
+153%
增持
ABBV
ABBVIE INC
+$860.0K
31,614
+0%
减持
VOO
VANGUARD INDEX FDS
-$848.0K
27,561
-2%
减持
SCHE
SCHWAB STRATEGIC TR
-$843.0K
207,678
-7%
减持
AVEM
AMERICAN CENTY ETF TR
-$836.0K
103,816
-6%
增持
VWOB
VANGUARD WHITEHALL FDS
+$809.0K
44,513
+50%
增持
NKE
NIKE INC
-$807.0K
27,990
+2%
减持
BAC
BK OF AMERICA CORP
-$800.0K
129,004
-6%
建仓
ELV
ANTHEM INC
+$783.0K
1,593
增持
IVW
ISHARES TR
-$776.0K
111,348
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$775.0K
12,077
+2%
减持
PYPL
PAYPAL HLDGS INC
-$771.0K
9,079
-6%
减持
SRE
SEMPRA
+$769.0K
25,079
-4%
减持
IJK
ISHARES TR
-$764.0K
59,533
-5%
减持
GOOG
ALPHABET INC
-$756.0K
6,453
-1%
建仓
ACWX
ISHARES TR
+$755.0K
14,450
增持
HCA
HCA HEALTHCARE INC
-$754.0K
132,790
+0%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$741.0K
34,876
减持
DOV
DOVER CORP
-$724.0K
25,644
-2%
减持
MCD
MCDONALDS CORP
-$720.0K
27,251
-2%
建仓
SCHO
SCHWAB STRATEGIC TR
+$700.0K
14,139
减持
CTAS
CINTAS CORP
-$692.0K
21,062
-3%
减持
INTC
INTEL CORP
-$665.0K
75,871
-12%
减持
KLAC
KLA CORP
-$663.0K
8,520
-3%
增持
RBLX
ROBLOX CORP
-$643.0K
11,902
+3%
增持
VBR
VANGUARD INDEX FDS
+$636.0K
50,998
+9%
减持
—
ACCENTURE PLC IRELAND
-$628.0K
7,010
-3%
减持
STLD
STEEL DYNAMICS INC
+$624.0K
30,278
-1%
清仓
DOCU
DOCUSIGN INC
-$624.0K
0
-100%
减持
TWLO
TWILIO INC
-$616.0K
5,863
-2%
建仓
VPU
VANGUARD WORLD FDS
+$612.0K
3,780
减持
—
ISHARES TR
-$611.0K
49,925
-31%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$607.0K
2
+100%
增持
VTHR
VANGUARD SCOTTSDALE FDS
-$602.0K
53,680
+0%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$601.0K
254,749
+5%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$598.0K
13,792
-2%
减持
SHOP
SHOPIFY INC
-$598.0K
305
-48%
增持
LMT
LOCKHEED MARTIN CORP
+$593.0K
5,063
+10%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$585.0K
54,705
-10%
清仓
ROKU
ROKU INC
-$581.0K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$579.0K
27,423
减持
XT
ISHARES TR
-$564.0K
21,678
-22%
