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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 2
增持 95
减持 49
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
NEAR
ISHARES U S ETF TR
+$246.4M
5,001,834
增持
VUG
VANGUARD INDEX FDS
-$85.8M
2,552,511
+12%
减持
AAPL
APPLE INC
-$51.6M
1,287,750
-1%
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
ALL
ALLSTATE CORP
-$35.3M
264,635
+4%
增持
MUB
ISHARES TR
+$28.4M
425,652
+177%
增持
VTV
VANGUARD INDEX FDS
-$27.6M
2,453,193
+3%
增持
AMZN
AMAZON COM INC
-$25.1M
581,862
+2083%
增持
AGG
ISHARES TR
+$22.4M
606,067
+66%
增持
IGSB
ISHARES TR
+$21.2M
1,317,563
+50%
增持
MSFT
MICROSOFT CORP
-$19.1M
485,378
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$13.5M
319,502
+569%
增持
GOOGL
ALPHABET INC
-$12.9M
30,754
+7%
增持
AVGO
BROADCOM INC
-$12.5M
90,517
+1%
减持
SUB
ISHARES TR
-$10.8M
71,838
-59%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.6M
1,180,647
+41%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$10.2M
957,544
+59%
增持
HCA
HCA HEALTHCARE INC
-$10.0M
138,685
+4%
增持
SPY
SPDR S&P 500 ETF TR
-$9.7M
170,507
+4%
增持
DIS
DISNEY WALT CO
-$9.4M
357,765
+14%
增持
SYK
STRYKER CORPORATION
-$9.2M
148,922
+3%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$9.2M
290,744
增持
CSCO
CISCO SYS INC
-$9.0M
868,454
+5%
增持
XLK
SELECT SECTOR SPDR TR
-$8.8M
312,355
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$8.6M
220,053
-44%
减持
VTI
VANGUARD INDEX FDS
-$8.5M
86,919
-20%
增持
COST
COSTCO WHSL CORP NEW
-$8.2M
122,621
+5%
增持
IWN
ISHARES TR
-$8.0M
359,442
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.9M
219,241
+95%
增持
FMC
FMC CORP
-$7.8M
384,973
+3%
增持
FDX
FEDEX CORP
+$7.6M
112,449
+45%
增持
IWF
ISHARES TR
+$7.3M
108,618
+83%
减持
EFA
ISHARES TR
-$7.0M
184,831
-27%
增持
JPM
JPMORGAN CHASE & CO
-$6.8M
526,297
+9%
增持
VOE
VANGUARD INDEX FDS
+$6.6M
258,787
+44%
增持
VIGI
VANGUARD WHITEHALL FDS
+$6.1M
730,252
+31%
增持
BIV
VANGUARD BD INDEX FDS
+$6.0M
123,952
+178%
增持
VBK
VANGUARD INDEX FDS
+$5.8M
87,256
+90%
减持
XLI
SELECT SECTOR SPDR TR
-$5.8M
13,842
-80%
增持
KRE
SPDR SER TR
-$5.7M
559,991
+1%
减持
VXF
VANGUARD INDEX FDS
-$5.7M
73,308
-21%
减持
ESGD
ISHARES TR
-$5.5M
405,813
-3%
增持
—
BLACKROCK INC
-$5.4M
65,118
+10%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$5.4M
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$5.4M
1,157,828
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$5.1M
19,876
+595%
减持
NUS
NU SKIN ENTERPRISES INC
-$5.0M
60,724
-62%
减持
VB
VANGUARD INDEX FDS
-$4.9M
112,093
-3%
增持
IVV
ISHARES TR
-$4.9M
68,419
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.8M
68,609
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.7M
162,672
-36%
增持
QAI
INDEXIQ ETF TR
+$4.5M
211,469
+316%
增持
UNP
UNION PAC CORP
-$4.5M
154,723
+13%
增持
HYG
ISHARES TR
+$4.2M
69,137
+540%
清仓
SCHX
SCHWAB STRATEGIC TR
-$4.1M
0
-100%
增持
SPGI
S&P GLOBAL INC
-$4.1M
78,692
+6%
减持
EFG
ISHARES TR
-$3.9M
11,141
-78%
增持
IYW
ISHARES TR
+$3.7M
63,654
+369%
增持
GOOG
ALPHABET INC
-$3.6M
6,588
+2%
增持
GM
GENERAL MTRS CO
-$3.6M
845,364
+21%
增持
AMT
AMERICAN TOWER CORP NEW
+$3.6M
195,294
+6%
减持
AVUV
AMERICAN CENTY ETF TR
-$3.6M
159,466
-12%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$3.3M
180,712
+376%
减持
CVS
CVS HEALTH CORP
-$3.2M
359,191
-0%
减持
EFV
ISHARES TR
-$3.1M
3,641
-94%
增持
VOT
VANGUARD INDEX FDS
+$3.1M
168,541
+42%
增持
HON
HONEYWELL INTL INC
-$3.0M
235,246
+4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$3.0M
281,755
+6%
增持
VWOB
VANGUARD WHITEHALL FDS
+$2.8M
96,473
+117%
增持
V
VISA INC
-$2.8M
236,520
+6%
增持
XLY
SELECT SECTOR SPDR TR
-$2.7M
57,892
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.7M
482,549
-8%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
185,323
+132%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.7M
82,891
+373%
增持
—
EXXON MOBIL CORP
+$2.4M
605,401
+1%
增持
NVDA
NVIDIA CORPORATION
-$2.4M
27,434
+14%
减持
DFAS
DIMENSIONAL ETF TRUST
-$2.4M
226,704
-4%
减持
VOO
VANGUARD INDEX FDS
-$2.3M
26,269
-5%
增持
SUSB
ISHARES TR
+$2.3M
318,601
+45%
增持
GPN
GLOBAL PMTS INC
-$2.3M
243,500
+14%
增持
BOND
PIMCO ETF TR
+$2.2M
51,849
+95%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.2M
132,476
+1%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$2.1M
105,152
+471%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.1M
448,360
+1%
增持
META
META PLATFORMS INC
-$2.0M
131,438
+26%
清仓
SHM
SPDR SER TR
-$1.9M
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.8M
35,543
-43%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
352,419
+3%
减持
VFVA
VANGUARD WELLINGTON FD
-$1.8M
55,333
-14%
增持
XLV
SELECT SECTOR SPDR TR
+$1.8M
26,815
+120%
增持
VBR
VANGUARD INDEX FDS
+$1.7M
71,294
+40%
减持
VLO
VALERO ENERGY CORP
-$1.7M
353,928
-8%
增持
VTHR
VANGUARD SCOTTSDALE FDS
-$1.6M
55,318
+3%
增持
IEFA
ISHARES TR
+$1.6M
61,084
+111%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.6M
16,300
+17%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.6M
88,081
-15%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$1.5M
568,965
+9%
减持
CVX
CHEVRON CORP NEW
-$1.5M
66,850
-2%
减持
IJR
ISHARES TR
-$1.5M
79,547
-3%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.3M
4,176
-42%
增持
ZTS
ZOETIS INC
-$1.3M
155,518
+5%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.3M
47,823
-20%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.3M
40,928
+2%
减持
VNQ
VANGUARD INDEX FDS
-$1.3M
44,068
-10%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.2M
74,606
-14%
减持
CTAS
CINTAS CORP
-$1.2M
20,755
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
29,811
+8%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.2M
181,149
-3%
增持
BAC
BK OF AMERICA CORP
-$1.2M
133,868
+4%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.1M
54,199
-15%
减持
INTC
INTEL CORP
-$1.1M
70,415
-7%
增持
NOW
SERVICENOW INC
+$1.1M
3,615
+236%
增持
EMB
ISHARES TR
+$1.1M
52,165
+53%
增持
SBUX
STARBUCKS CORP
-$1.1M
494,464
+16%
增持
PEP
PEPSICO INC
+$1.1M
252,956
+3%
清仓
ABNB
AIRBNB INC
-$1.1M
0
-100%
减持
VSGX
VANGUARD WORLD FD
-$1.1M
4,995
-78%
增持
IWP
ISHARES TR
-$1.0M
147,487
+17%
增持
IVW
ISHARES TR
-$996.0K
124,416
+12%
减持
XLC
SELECT SECTOR SPDR TR
-$978.0K
66,682
-0%
减持
EAGG
ISHARES TR
-$968.0K
71,195
-17%
增持
WFC
WELLS FARGO CO NEW
-$961.0K
116,866
+2%
增持
XLP
SELECT SECTOR SPDR TR
+$936.0K
325,366
+10%
减持
SCHE
SCHWAB STRATEGIC TR
-$928.0K
190,678
-8%
增持
QQQ
INVESCO QQQ TR
+$904.0K
38,548
+41%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$891.0K
31,203
-3%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$888.0K
13,406
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$884.0K
112,378
+62%
减持
AXP
AMERICAN EXPRESS CO
-$882.0K
17,117
-2%
增持
DOV
DOVER CORP
-$878.0K
25,930
+1%
减持
IWV
ISHARES TR
-$874.0K
18,356
-1%
增持
LOW
LOWES COS INC
-$874.0K
47,520
+5%
增持
MRK
MERCK & CO INC
+$868.0K
30,519
+31%
增持
TSLA
TESLA INC
-$866.0K
12,409
+45%
减持
VXUS
VANGUARD STAR FDS
-$858.0K
77,543
-5%
减持
ACWI
ISHARES TR
-$849.0K
44,107
-3%
减持
PLD
PROLOGIS INC.
-$844.0K
12,248
-13%
增持
QCOM
QUALCOMM INC
-$814.0K
37,817
+2%
减持
IVE
ISHARES TR
-$813.0K
36,748
-2%
增持
HD
HOME DEPOT INC
+$777.0K
37,575
+18%
增持
SCHG
SCHWAB STRATEGIC TR
-$776.0K
51,319
+2%
增持
TGT
TARGET CORP
-$767.0K
11,269
+1%
增持
IWO
ISHARES TR
-$758.0K
25,192
+8%
减持
BND
VANGUARD BD INDEX FDS
-$741.0K
26,616
-23%
减持
IJS
ISHARES TR
-$740.0K
35,386
-7%
增持
PG
PROCTER AND GAMBLE CO
+$736.0K
38,450
+23%
减持
—
ISHARES TR
-$721.0K
21,611
-57%
减持
TWLO
TWILIO INC
-$703.0K
3,136
-47%
增持
DFAT
DIMENSIONAL ETF TRUST
-$702.0K
859,266
+14%
增持
NKE
NIKE INC
-$683.0K
30,169
+8%
增持
PFE
PFIZER INC
+$673.0K
107,722
+12%
