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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 49
增持 79
减持 16
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
TLT
ISHARES TR
+$168.6M
1,693,219
建仓
SBUX
STARBUCKS CORP
+$53.2M
536,132
增持
VTV
VANGUARD INDEX FDS
+$51.2M
2,555,359
+3%
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
RTX
RAYTHEON TECHNOLOGIES CORP
+$44.4M
440,136
增持
VUG
VANGUARD INDEX FDS
+$43.8M
2,973,604
+8%
增持
MUB
ISHARES TR
+$38.4M
690,603
+106%
增持
AGG
ISHARES TR
+$33.7M
809,617
+74%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$31.2M
0
-100%
建仓
SO
SOUTHERN CO
+$29.7M
416,205
增持
VEA
VANGUARD TAX-MANAGED FDS
+$28.3M
1,239,719
+90%
增持
VIGI
VANGUARD WHITEHALL FDS
+$26.5M
1,307,311
+26%
增持
NEAR
ISHARES U S ETF TR
+$23.4M
6,141,785
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$21.1M
1,757,690
+35%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$19.2M
345,564
+277%
增持
JPM
JPMORGAN CHASE & CO
+$19.0M
584,582
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$18.9M
244,818
+17%
增持
IWF
ISHARES TR
+$16.7M
148,509
+106%
增持
AMZN
AMAZON COM INC
-$16.5M
700,737
+5%
增持
VOE
VANGUARD INDEX FDS
+$16.3M
385,499
+31%
增持
VOT
VANGUARD INDEX FDS
+$16.0M
295,480
+36%
增持
IGSB
ISHARES TR
+$15.4M
1,818,215
+19%
增持
HON
HONEYWELL INTL INC
+$14.3M
269,370
+4%
减持
—
EXXON MOBIL CORP
+$13.7M
638,799
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$13.6M
738,595
+114%
增持
AVGO
BROADCOM INC
+$13.3M
108,132
+2%
增持
V
VISA INC
+$12.8M
281,547
+9%
增持
—
BLACKROCK INC
+$12.7M
70,921
+4%
增持
HCA
HCA HEALTHCARE INC
+$12.5M
199,281
+4%
增持
QQQ
INVESCO QQQ TR
+$12.4M
83,927
+126%
建仓
VXF
VANGUARD INDEX FDS
+$9.2M
69,015
增持
SYK
STRYKER CORPORATION
+$8.9M
169,541
+6%
增持
CSCO
CISCO SYS INC
+$8.8M
981,492
+3%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$8.5M
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$8.5M
148,207
+36%
增持
MSFT
MICROSOFT CORP
+$8.5M
569,339
+4%
增持
IJH
ISHARES TR
+$8.1M
46,788
+224%
增持
DFAT
DIMENSIONAL ETF TRUST
+$8.1M
988,878
+9%
增持
BND
VANGUARD BD INDEX FDS
+$7.7M
171,927
+163%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$7.6M
305,343
减持
FMC
FMC CORP
+$7.6M
401,253
-0%
建仓
TXN
TEXAS INSTRS INC
+$7.5M
45,196
增持
PZA
INVESCO EXCH TRADED FD TR II
+$7.4M
398,433
+411%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.3M
303,530
+29%
增持
XLP
SELECT SECTOR SPDR TR
+$7.0M
403,754
+17%
增持
XLV
SELECT SECTOR SPDR TR
+$5.9M
270,108
+6%
增持
JNJ
JOHNSON & JOHNSON
+$5.8M
393,144
+1%
建仓
TRMB
TRIMBLE INC
+$5.7M
112,716
增持
GOVT
ISHARES TR
+$5.7M
2,091,057
+14%
清仓
CI
CIGNA CORP NEW
-$5.6M
0
-100%
增持
PEP
PEPSICO INC
+$5.2M
281,323
+1%
减持
HYG
ISHARES TR
-$5.2M
3,148
-96%
增持
HD
HOME DEPOT INC
+$5.0M
67,989
+14%
建仓
—
PIONEER NAT RES CO
+$4.7M
20,493
增持
TSLA
TESLA INC
-$4.5M
39,661
+13%
建仓
MA
MASTERCARD INCORPORATED
+$4.4M
12,773
建仓
SCHF
SCHWAB STRATEGIC TR
+$4.4M
136,827
建仓
IHI
ISHARES TR
+$4.4M
83,486
减持
VLO
VALERO ENERGY CORP
+$4.3M
319,306
-6%
建仓
GWW
GRAINGER W W INC
+$4.3M
7,653
建仓
ISRG
INTUITIVE SURGICAL INC
+$4.2M
15,682
增持
SPGI
S&P GLOBAL INC
+$4.0M
86,625
+6%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$3.9M
8,885
清仓
—
ISHARES TR
-$3.8M
0
-100%
增持
BOND
PIMCO ETF TR
+$3.8M
68,380
+153%
建仓
VXUS
VANGUARD STAR FDS
+$3.7M
71,975
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$3.7M
283,212
-0%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$3.7M
495,593
+19%
减持
CMF
ISHARES TR
-$3.5M
190,184
-27%
建仓
SCHX
SCHWAB STRATEGIC TR
+$3.5M
77,007
建仓
SMH
VANECK ETF TRUST
+$3.4M
16,847
清仓
PWZ
INVESCO EXCH TRADED FD TR II
-$3.4M
0
-100%
减持
CVX
CHEVRON CORP NEW
+$3.4M
95,261
-0%
建仓
PAYX
PAYCHEX INC
+$3.3M
28,279
增持
MRK
MERCK & CO INC
+$3.1M
111,349
+4%
建仓
KRE
SPDR SER TR
+$3.1M
52,083
建仓
KLAC
KLA CORP
+$3.0M
7,996
增持
SRE
SEMPRA
+$3.0M
209,640
+7%
增持
ALL
ALLSTATE CORP
+$3.0M
267,539
+0%
增持
COP
CONOCOPHILLIPS
+$3.0M
36,794
+173%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$2.9M
0
-100%
增持
GM
GENERAL MTRS CO
+$2.9M
1,016,795
+4%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.9M
28,083
+6%
增持
BA
BOEING CO
+$2.9M
27,184
+42%
增持
UNP
UNION PAC CORP
+$2.8M
166,268
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.7M
47,396
+7%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$2.7M
109,499
建仓
SCHE
SCHWAB STRATEGIC TR
+$2.7M
112,951
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.6M
7,697
增持
MDYV
SPDR SER TR
+$2.6M
212,106
+10%
增持
VWOB
VANGUARD WHITEHALL FDS
+$2.6M
159,324
+28%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$2.4M
51,629
增持
XLY
SELECT SECTOR SPDR TR
+$2.4M
60,644
+59%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
54,244
+19%
增持
XLC
SELECT SECTOR SPDR TR
+$2.4M
91,047
+119%
建仓
TJX
TJX COS INC NEW
+$2.4M
29,715
建仓
ITA
ISHARES TR
+$2.3M
20,911
建仓
VGT
VANGUARD WORLD FDS
+$2.3M
7,318
增持
AMT
AMERICAN TOWER CORP NEW
+$2.3M
213,962
+7%
减持
ESGD
ISHARES TR
-$2.3M
313,048
-23%
建仓
GS
GOLDMAN SACHS GROUP INC
+$2.3M
6,678
建仓
BIL
SPDR SER TR
+$2.3M
24,693
建仓
IYW
ISHARES TR
+$2.2M
29,682
减持
ABBV
ABBVIE INC
+$2.0M
90,597
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$2.0M
13,505
+15%
减持
QCOM
QUALCOMM INC
-$2.0M
53,914
-23%
增持
MCD
MCDONALDS CORP
+$2.0M
49,855
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$1.9M
157,080
+18%
增持
VHT
VANGUARD WORLD FDS
+$1.8M
24,916
+28%
增持
PFE
PFIZER INC
+$1.8M
160,614
+9%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.7M
21,537
+13%
增持
SDY
SPDR SER TR
+$1.6M
39,943
+32%
建仓
CRM
SALESFORCE INC
+$1.6M
12,014
建仓
PSN
PARSONS CORP DEL
+$1.6M
34,363
增持
META
META PLATFORMS INC
+$1.5M
182,315
+21%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$1.5M
46,737
+32%
减持
EFA
ISHARES TR
-$1.5M
120,462
-28%
减持
SUB
ISHARES TR
-$1.4M
67,027
-18%
增持
HSY
HERSHEY CO
+$1.4M
18,165
+44%
增持
COST
COSTCO WHSL CORP NEW
-$1.4M
132,814
+1%
增持
AAPL
APPLE INC
+$1.4M
1,492,945
+7%
增持
ZTS
ZOETIS INC
+$1.4M
173,740
+7%
建仓
CAT
CATERPILLAR INC
+$1.4M
5,716
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.4M
529,801
+2%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
83,949
+3%
增持
IWM
ISHARES TR
+$1.3M
30,419
+27%
建仓
SPTL
SPDR SER TR
+$1.3M
46,262
减持
TGT
TARGET CORP
-$1.3M
21,748
-30%
建仓
NFLX
NETFLIX INC
+$1.3M
4,516
增持
GD
GENERAL DYNAMICS CORP
+$1.3M
32,299
+2%
建仓
INTU
INTUIT
+$1.3M
3,402
增持
LLY
LILLY ELI & CO
+$1.3M
25,590
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$1.3M
437,800
+3%
建仓
ROK
ROCKWELL AUTOMATION INC
+$1.3M
4,982
增持
GOOGL
ALPHABET INC
-$1.3M
740,738
+6%
建仓
PWR
QUANTA SVCS INC
+$1.3M
8,890
建仓
XLU
SELECT SECTOR SPDR TR
+$1.3M
17,792
增持
GOOG
ALPHABET INC
+$1.3M
171,629
+18%
增持
QAI
INDEXIQ ETF TR
+$1.2M
125,569
+50%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.2M
62,430
-28%
减持
PG
PROCTER AND GAMBLE CO
+$1.2M
58,917
-4%
建仓
FICO
FAIR ISAAC CORP
+$1.2M
1,969
建仓
—
ASTRAZENECA PLC
+$1.2M
17,291
减持
IWN
ISHARES TR
-$1.2M
331,203
-9%
建仓
A
AGILENT TECHNOLOGIES INC
+$1.1M
7,589
建仓
EXR
EXTRA SPACE STORAGE INC
+$1.1M
7,658
建仓
SOXX
ISHARES TR
+$1.1M
3,224
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.1M
802
建仓
—
ISHARES TR
+$1.1M
48,654
建仓
APD
AIR PRODS & CHEMS INC
+$1.1M
3,573
建仓
EOG
EOG RES INC
+$1.1M
8,452
