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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 65
减持 72
方向
标的
Δ市值
现股数(环比)
增持
VV
VANGUARD INDEX FDS
+$789.6M
3,179,153
+15955%
减持
VTV
VANGUARD INDEX FDS
-$358.6M
13,159
-99%
增持
NEE
NEXTERA ENERGY INC
+$316.5M
6,496,246
+9416%
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。
减持
NEAR
ISHARES U S ETF TR
-$302.5M
21,000
-100%
减持
VUG
VANGUARD INDEX FDS
-$273.2M
2,610,329
-12%
增持
MTUM
ISHARES TR
+$170.6M
592,911
+24770%
减持
TLT
ISHARES TR
-$165.3M
42,035
-98%
减持
MSFT
MICROSOFT CORP
-$136.3M
447
-100%
增持
IGV
ISHARES TR
+$121.8M
2,419,305
+119195%
增持
SPYD
SPDR SER TR
+$114.5M
282,144
+1058%
减持
SPY
SPDR S&P 500 ETF TR
-$93.6M
52,696
-78%
减持
IGSB
ISHARES TR
-$90.0M
1,866
-100%
减持
JPM
JPMORGAN CHASE & CO
-$77.9M
8,467
-99%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$73.2M
602,861
+461%
减持
VIGI
VANGUARD WHITEHALL FDS
-$72.6M
119,351
-91%
减持
MUB
ISHARES TR
-$72.2M
11,170
-98%
建仓
XSD
SPDR SER TR
+$71.2M
649,712
减持
—
EXXON MOBIL CORP
-$70.1M
13,000
-98%
增持
CXT
CRANE HLDGS CO
+$69.9M
141,114
+6938%
增持
VLO
VALERO ENERGY CORP
+$67.8M
1,470,425
+361%
增持
VAW
VANGUARD WORLD FDS
+$67.0M
298,048
+23258%
增持
VWOB
VANGUARD WHITEHALL FDS
+$66.0M
1,875,304
+1077%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$64.9M
19,597
-99%
增持
VPU
VANGUARD WORLD FDS
+$63.7M
331,249
+5796%
减持
JNJ
JOHNSON & JOHNSON
-$63.6M
114,745
-71%
增持
AAPL
APPLE INC
+$59.2M
1,535,521
+3%
增持
ZION
ZIONS BANCORPORATION N A
+$59.1M
5,539,353
+43797%
减持
COST
COSTCO WHSL CORP NEW
-$58.6M
20,550
-85%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$57.6M
431,432
+33344%
减持
HON
HONEYWELL INTL INC
-$57.5M
6,564
-98%
增持
CSX
CSX CORP
+$53.4M
1,045,426
+2500%
增持
GPC
GENUINE PARTS CO
+$52.9M
2,602,638
+5590%
减持
SBUX
STARBUCKS CORP
-$52.9M
1,039
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$52.8M
277,689
+1460%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$51.7M
1,544
-100%
减持
V
VISA INC
-$50.9M
104,309
-63%
减持
PEP
PEPSICO INC
-$50.5M
4,967
-98%
减持
—
BLACKROCK INC
-$49.8M
186
-100%
增持
SYY
SYSCO CORP
+$49.5M
175,384
+2456%
减持
FMC
FMC CORP
-$49.1M
37,541
-91%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$48.3M
12,089
-96%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$48.2M
1,083,013
减持
GOOGL
ALPHABET INC
-$48.1M
166,047
-78%
减持
HCA
HCA HEALTHCARE INC
-$47.6M
5,500
-97%
减持
VOE
VANGUARD INDEX FDS
-$47.5M
21,738
-94%
减持
AGG
ISHARES TR
-$46.9M
317,507
-61%
增持
KHC
KRAFT HEINZ CO
+$46.8M
291,292
+4176%
减持
CSCO
CISCO SYS INC
-$46.4M
2,792
-100%
增持
DJP
BARCLAYS BANK PLC
+$46.2M
480,753
+752%
建仓
MGC
VANGUARD WORLD FD
+$44.7M
210,837
增持
DFUS
DIMENSIONAL ETF TRUST
+$44.6M
1,822,813
+9417%
增持
PFE
PFIZER INC
+$44.6M
289,951
+81%
增持
RUN
SUNRUN INC
+$43.7M
448,800
+4516%
减持
VOT
VANGUARD INDEX FDS
-$41.0M
32,087
-89%
增持
GNMA
ISHARES TR
+$40.9M
1,124,357
+13357%
增持
VLUE
ISHARES TR
+$40.6M
311,494
+898%
减持
IWN
ISHARES TR
-$40.4M
30,994
-91%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$40.1M
29,932
-93%
减持
GOVT
ISHARES TR
+$37.8M
822,549
-61%
减持
CVS
CVS HEALTH CORP
-$35.0M
124,742
-67%
减持
GM
GENERAL MTRS CO
-$33.9M
8,498
-99%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$33.2M
757,567
+3789%
增持
XLRE
SELECT SECTOR SPDR TR
+$32.7M
443,696
+3210%
增持
SSD
SIMPSON MFG INC
+$32.6M
223,205
+1668%
减持
XLV
SELECT SECTOR SPDR TR
-$32.6M
60,521
-78%
减持
SRE
SEMPRA
-$32.4M
192,000
-8%
增持
XLY
SELECT SECTOR SPDR TR
+$32.1M
308,217
+408%
减持
DFAT
DIMENSIONAL ETF TRUST
-$31.8M
221,086
-78%
增持
UPS
UNITED PARCEL SERVICE INC
+$31.7M
170,773
+999%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$31.2M
91,267
+1621%
减持
IVW
ISHARES TR
+$30.6M
90,264
-19%
减持
DIS
DISNEY WALT CO
-$30.6M
20,699
-95%
增持
SOXX
ISHARES TR
+$30.4M
452,481
+13935%
增持
SYK
STRYKER CORPORATION
-$30.2M
469,229
+177%
增持
DFLV
DIMENSIONAL ETF TRUST
+$30.1M
1,017,187
+829%
建仓
—
NORDSTROM INC
+$29.9M
645,270
减持
SO
SOUTHERN CO
-$28.7M
6,673
-98%
减持
SPGI
S&P GLOBAL INC
-$28.7M
9,724
-89%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$28.2M
1,105,874
减持
DFAC
DIMENSIONAL ETF TRUST
-$26.2M
11,311
-99%
增持
QUAL
ISHARES TR
+$26.2M
83,673
+1410%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$26.0M
241,098
减持
IVV
ISHARES TR
-$25.8M
5,271
-92%
建仓
IWL
ISHARES TR
+$25.4M
104,096
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$25.3M
2,680
-99%
减持
ZTS
ZOETIS INC
-$25.0M
28,719
-83%
减持
UNH
UNITEDHEALTH GROUP INC
-$24.6M
953
-98%
增持
AMZN
AMAZON COM INC
+$24.4M
805,947
+15%
增持
BND
VANGUARD BD INDEX FDS
+$24.1M
525,613
+206%
增持
VBR
VANGUARD INDEX FDS
+$23.0M
165,838
+105%
建仓
VTIP
VANGUARD MALVERN FDS
+$22.5M
110,405
减持
QQQ
INVESCO QQQ TR
-$22.3M
10,000
-88%
减持
SCHD
SCHWAB STRATEGIC TR
-$22.3M
13,661
-95%
减持
DFIV
DIMENSIONAL ETF TRUST
-$22.2M
5,326
-99%
增持
ESGU
ISHARES TR
+$21.8M
315,485
+2933%
减持
META
META PLATFORMS INC
-$21.7M
4,163
-98%
增持
SCHE
SCHWAB STRATEGIC TR
+$21.7M
332,812
+195%
增持
HD
HOME DEPOT INC
-$21.5M
450,000
+562%
减持
GPN
GLOBAL PMTS INC
-$21.1M
43,009
-85%
减持
VTEB
VANGUARD MUN BD FDS
-$20.8M
9,327
-98%
减持
ESGD
ISHARES TR
-$20.3M
3,375
-99%
增持
HDV
ISHARES TR
+$19.9M
68,343
+3018%
减持
IWF
ISHARES TR
-$19.8M
78,989
-47%
减持
VB
VANGUARD INDEX FDS
-$19.2M
1,706
-98%
建仓
BILS
SPDR SER TR
+$19.1M
207,986
增持
NVO
NOVO-NORDISK A S
+$19.0M
76,089
+376%
增持
IJJ
ISHARES TR
+$18.5M
76,203
+1275%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$18.3M
286,397
+1192%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$16.9M
113,859
-77%
增持
CWB
SPDR SER TR
+$16.4M
108,039
+445%
减持
NOC
NORTHROP GRUMMAN CORP
-$15.1M
2,421
-91%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$14.2M
185,009
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$13.7M
51,256
+518%
减持
GOOG
ALPHABET INC
-$13.7M
35,158
-80%
增持
MRNA
MODERNA INC
+$13.7M
131,680
+6674%
增持
—
LIPOCINE INC NEW
+$13.4M
66,983
+151%
减持
MDYV
SPDR SER TR
-$13.3M
6,479
-97%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$12.9M
437,100
+710%
增持
XLK
SELECT SECTOR SPDR TR
-$12.8M
200,000
+94%
增持
BDX
BECTON DICKINSON & CO
+$12.4M
817,325
+4429%
增持
XNCR
XENCOR INC
+$12.3M
84,849
+553%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$12.3M
25,163
-79%
增持
CVX
CHEVRON CORP NEW
+$12.3M
395,268
+315%
减持
MCD
MCDONALDS CORP
-$12.2M
5,858
-88%
减持
UNP
UNION PAC CORP
-$11.6M
48,409
-71%
减持
BIV
VANGUARD BD INDEX FDS
-$11.0M
18,634
-88%
建仓
EFAV
ISHARES TR
+$11.0M
153,855
增持
TMUS
T-MOBILE US INC
+$10.8M
19,327
+712%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$10.7M
72,897
-86%
减持
MRK
MERCK & CO INC
-$10.5M
13,951
-87%
减持
VBK
VANGUARD INDEX FDS
-$10.3M
102,529
-31%
增持
—
DISCOVER FINL SVCS
+$10.3M
431,240
+12535%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$10.1M
82,146
+115%
减持
DFAS
DIMENSIONAL ETF TRUST
-$10.0M
29,773
-86%
减持
IWD
ISHARES TR
-$10.0M
15,398
-83%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$9.8M
190,664
+23674%
建仓
PGR
PROGRESSIVE CORP
+$9.7M
65,369
增持
AVGO
BROADCOM INC
+$9.7M
109,392
+1%
减持
LLY
LILLY ELI & CO
-$9.3M
25,025
-2%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$9.2M
289,675
+66492%
减持
VOO
VANGUARD INDEX FDS
-$9.1M
1,290
-95%
增持
NOW
SERVICENOW INC
+$9.1M
20,682
+1544%
减持
CMF
ISHARES TR
-$9.1M
42,690
-78%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$8.4M
10,017
-97%
建仓
UAA
UNDER ARMOUR INC
+$8.3M
44,831
减持
PG
PROCTER AND GAMBLE CO
-$8.2M
19,620
-67%
增持
MDYG
SPDR SER TR
+$8.0M
18,522
+163%
增持
BABA
ALIBABA GROUP HLDG LTD
+$8.0M
39,965
+644%
增持
DGRO
ISHARES TR
+$7.8M
274,751
+905%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$7.7M
138,023
+167%
