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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 7
增持 81
减持 29
清仓 33
方向
标的
Δ市值
现股数(环比)
建仓
GOVT
ISHARES TR
+$41.8M
1,837,751
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$40.8M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$37.8M
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
ALL
ALLSTATE CORP
+$33.3M
267,303
+1%
增持
NEAR
ISHARES U S ETF TR
+$32.8M
5,668,677
+13%
清仓
KRE
SPDR SER TR
-$32.5M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$27.4M
103,235
-67%
增持
XLV
SELECT SECTOR SPDR TR
+$27.3M
254,018
+847%
增持
SRE
SEMPRA
+$25.7M
196,059
+694%
清仓
FDX
FEDEX CORP
-$25.5M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$21.0M
2,757,195
+8%
减持
AGG
ISHARES TR
-$16.8M
465,543
-23%
增持
AAPL
APPLE INC
+$16.5M
1,393,418
+8%
增持
VTV
VANGUARD INDEX FDS
-$16.0M
2,490,271
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$15.3M
653,442
-32%
增持
VIGI
VANGUARD WHITEHALL FDS
+$14.4M
1,040,993
+43%
增持
AMZN
AMAZON COM INC
+$13.6M
667,014
+15%
清仓
BCI
ABRDN ETFS
-$13.2M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.5M
116,990
+71%
增持
HCA
HCA HEALTHCARE INC
+$12.0M
192,007
+38%
增持
SCHD
SCHWAB STRATEGIC TR
+$11.2M
235,064
+278%
建仓
MDYV
SPDR SER TR
+$11.2M
192,890
减持
MUB
ISHARES TR
-$10.8M
335,822
-21%
增持
SPY
SPDR S&P 500 ETF TR
+$10.4M
209,167
+23%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$10.3M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$9.9M
91,701
-58%
清仓
VXF
VANGUARD INDEX FDS
-$9.6M
0
-100%
减持
IWF
ISHARES TR
-$8.6M
72,051
-34%
增持
IGSB
ISHARES TR
+$8.6M
1,525,629
+16%
增持
ABBV
ABBVIE INC
+$7.9M
93,975
+203%
增持
VOT
VANGUARD INDEX FDS
+$7.6M
217,711
+29%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$7.5M
417,937
-27%
减持
CMF
ISHARES TR
-$7.4M
261,505
-32%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.1M
44,410
+49%
增持
AMT
AMERICAN TOWER CORP NEW
-$6.9M
200,349
+3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$6.8M
87,100
-60%
增持
MRK
MERCK & CO INC
+$6.5M
107,233
+251%
增持
GPC
GENUINE PARTS CO
+$6.2M
45,878
+823%
增持
HD
HOME DEPOT INC
+$6.2M
59,707
+59%
增持
LLY
LILLY ELI & CO
+$6.0M
24,960
+282%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$5.9M
284,252
+1%
清仓
SCHF
SCHWAB STRATEGIC TR
-$5.7M
0
-100%
增持
LOW
LOWES COS INC
+$5.4M
73,158
+54%
增持
—
ACCENTURE PLC IRELAND
+$5.2M
28,007
+285%
清仓
IYW
ISHARES TR
-$5.1M
0
-100%
增持
MCK
MCKESSON CORP
+$4.9M
22,350
+175%
增持
—
EXXON MOBIL CORP
+$4.9M
649,956
+7%
增持
CI
CIGNA CORP NEW
+$4.9M
20,247
+618%
清仓
SCHE
SCHWAB STRATEGIC TR
-$4.8M
0
-100%
增持
DHR
DANAHER CORPORATION
+$4.8M
24,659
+305%
增持
NOC
NORTHROP GRUMMAN CORP
+$4.6M
26,468
+62%
增持
MCD
MCDONALDS CORP
+$4.5M
48,296
+81%
增持
GM
GENERAL MTRS CO
+$4.5M
975,572
+15%
增持
VTEB
VANGUARD MUN BD FDS
+$4.4M
423,409
+33%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.3M
22,809
+71%
增持
GD
GENERAL DYNAMICS CORP
+$4.2M
31,514
+177%
增持
CVX
CHEVRON CORP NEW
+$4.1M
95,578
+43%
增持
VBK
VANGUARD INDEX FDS
+$4.0M
108,830
+25%
清仓
VXUS
VANGUARD STAR FDS
-$4.0M
0
-100%
增持
DIS
DISNEY WALT CO
+$3.9M
399,025
+12%
减持
QAI
INDEXIQ ETF TR
-$3.7M
83,887
-60%
减持
IWP
ISHARES TR
-$3.6M
103,514
-30%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.5M
344,979
+86%
清仓
SRLN
SSGA ACTIVE ETF TR
-$3.5M
0
-100%
增持
PEP
PEPSICO INC
+$3.5M
279,368
+10%
增持
MSFT
MICROSOFT CORP
+$3.4M
549,840
+13%
增持
NEE
NEXTERA ENERGY INC
+$3.3M
69,359
+153%
增持
COST
COSTCO WHSL CORP NEW
+$3.3M
131,366
+7%
增持
DVN
DEVON ENERGY CORP NEW
+$3.2M
64,217
+471%
增持
AVGO
BROADCOM INC
+$3.2M
106,303
+17%
增持
QCOM
QUALCOMM INC
+$3.1M
70,368
+86%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.1M
20,410
+179%
增持
TGT
TARGET CORP
+$3.0M
30,880
+174%
增持
SYK
STRYKER CORPORATION
+$2.9M
160,660
+8%
增持
CVS
CVS HEALTH CORP
+$2.9M
379,526
+6%
减持
EAGG
ISHARES TR
-$2.9M
12,720
-82%
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$2.9M
92,352
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$2.8M
35,417
清仓
KLAC
KLA CORP
-$2.7M
0
-100%
增持
ZTS
ZOETIS INC
-$2.7M
162,233
+4%
增持
BND
VANGUARD BD INDEX FDS
+$2.7M
65,256
+145%
增持
ABT
ABBOTT LABS
+$2.6M
57,385
+113%
清仓
GWW
GRAINGER W W INC
-$2.6M
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.6M
0
-100%
增持
ESGD
ISHARES TR
-$2.6M
407,643
+0%
增持
HON
HONEYWELL INTL INC
+$2.6M
260,213
+11%
减持
XLY
SELECT SECTOR SPDR TR
-$2.5M
38,079
-34%
减持
BOND
PIMCO ETF TR
-$2.5M
26,984
-48%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$2.5M
77,973
-57%
增持
HSY
HERSHEY CO
+$2.5M
12,644
+716%
增持
VOE
VANGUARD INDEX FDS
+$2.4M
294,570
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$2.4M
11,762
+131%
增持
ENPH
ENPHASE ENERGY INC
+$2.3M
10,109
+322%
增持
USMV
ISHARES TR
+$2.3M
52,489
+221%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.2M
516,977
+15%
增持
PG
PROCTER AND GAMBLE CO
+$2.2M
61,123
+59%
清仓
MA
MASTERCARD INCORPORATED
-$2.2M
0
-100%
减持
EFA
ISHARES TR
-$2.2M
167,529
-9%
减持
XLF
SELECT SECTOR SPDR TR
-$2.2M
45,278
-60%
增持
—
BLACKROCK INC
-$2.1M
68,181
+5%
建仓
CNC
CENTENE CORP DEL
+$2.1M
27,475
清仓
VGT
VANGUARD WORLD FDS
-$2.1M
0
-100%
清仓
VEEV
VEEVA SYS INC
-$2.0M
0
-100%
清仓
INTU
INTUIT
-$1.9M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.9M
123,937
-24%
增持
GPN
GLOBAL PMTS INC
+$1.9M
267,024
+10%
清仓
SCHB
SCHWAB STRATEGIC TR
-$1.9M
0
-100%
增持
IWN
ISHARES TR
-$1.9M
365,157
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.7M
1,299,880
+10%
清仓
NOW
SERVICENOW INC
-$1.7M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$1.7M
81,825
-6%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.6M
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$1.6M
41,610
-38%
清仓
CRM
SALESFORCE INC
-$1.5M
0
-100%
减持
EEM
ISHARES TR
-$1.5M
116,098
-16%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
80,117
+56%
增持
AMGN
AMGEN INC
+$1.5M
28,775
+40%
增持
SPGI
S&P GLOBAL INC
-$1.5M
82,050
+4%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.4M
1,149,151
-1%
增持
UNP
UNION PAC CORP
-$1.4M
162,148
+5%
减持
EW
EDWARDS LIFESCIENCES CORP
-$1.4M
35,563
-22%
减持
VLO
VALERO ENERGY CORP
-$1.4M
339,027
-4%
建仓
FLTR
VANECK ETF TRUST
+$1.4M
55,654
增持
NVDA
NVIDIA CORPORATION
+$1.4M
45,478
+66%
增持
FMC
FMC CORP
+$1.3M
402,310
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
45,009
+68%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
80,651
-6%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.2M
124,488
+29%
清仓
MAR
MARRIOTT INTL INC NEW
-$1.2M
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$1.2M
82,781
+16%
增持
IWD
ISHARES TR
+$1.2M
91,706
+18%
清仓
EXR
EXTRA SPACE STORAGE INC
-$1.1M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
389,910
+11%
减持
IEFA
ISHARES TR
-$1.1M
47,431
-22%
清仓
TFC
TRUIST FINL CORP
-$1.1M
0
-100%
增持
EFG
ISHARES TR
+$1.1M
27,058
+143%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$1.1M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$1.1M
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$1.0M
23,772
+119%
增持
CWB
SPDR SER TR
+$1.0M
21,530
+335%
清仓
CAT
CATERPILLAR INC
-$1.0M
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$1.0M
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$1.0M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$1.0M
42,031
-27%
减持
T
AT&T INC
-$1.0M
156,543
-4%
建仓
IRM
IRON MTN INC DEL
+$1.0M
23,155
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.0M
14,722
-58%
增持
NVO
NOVO-NORDISK A S
+$1.0M
15,440
+220%
清仓
TER
TERADYNE INC
-$996.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$994.0K
0
-100%
