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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 3
增持 44
减持 95
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VV
VANGUARD INDEX FDS
-$789.3M
994
-100%
减持
VUG
VANGUARD INDEX FDS
+$556.5M
289,675
-89%
增持
VTV
VANGUARD INDEX FDS
+$374.7M
67,993
+417%
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
+$348.3M
5,695
-73%
减持
NEE
NEXTERA ENERGY INC
-$231.1M
5,784
-100%
增持
MSFT
MICROSOFT CORP
+$204.5M
50,000
+11086%
减持
MTUM
ISHARES TR
-$170.6M
1,509
-100%
增持
IGSB
ISHARES TR
+$143.3M
66,461
+3462%
减持
SPY
SPDR S&P 500 ETF TR
+$142.5M
9,298
-82%
减持
IGV
ISHARES TR
-$121.6M
15,792
-99%
减持
SPYD
SPDR SER TR
-$114.5M
8,427
-97%
增持
VIGI
VANGUARD WHITEHALL FDS
+$103.9M
1,875,304
+1471%
增持
JPM
JPMORGAN CHASE & CO
+$90.0M
300,000
+3443%
减持
GOOGL
ALPHABET INC
+$83.6M
5,000
-97%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$78.1M
38,288
+95%
增持
COST
COSTCO WHSL CORP NEW
+$77.2M
20,654
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$73.8M
100,305
-83%
减持
—
EXXON MOBIL CORP
+$72.0M
7,459
-43%
减持
VLO
VALERO ENERGY CORP
-$70.8M
189,641
-87%
减持
XSD
SPDR SER TR
-$70.6M
3,273
-99%
清仓
CXT
CRANE HLDGS CO
-$70.1M
0
-100%
减持
VAW
VANGUARD WORLD FDS
-$67.0M
1,671
-99%
减持
V
VISA INC
+$66.7M
72,465
-31%
减持
JNJ
JOHNSON & JOHNSON
+$66.7M
5,871
-95%
增持
VOT
VANGUARD INDEX FDS
+$64.7M
112,185
+250%
减持
VOE
VANGUARD INDEX FDS
+$64.7M
9,159
-58%
减持
VPU
VANGUARD WORLD FDS
-$63.8M
7,310
-98%
增持
HCA
HCA HEALTHCARE INC
+$62.9M
34,725
+531%
增持
HON
HONEYWELL INTL INC
+$59.6M
117,680
+1693%
减持
META
META PLATFORMS INC
+$59.6M
447
-89%
减持
ZION
ZIONS BANCORPORATION N A
-$59.4M
5,550
-100%
减持
VWOB
VANGUARD WHITEHALL FDS
-$59.0M
200,000
-89%
增持
SBUX
STARBUCKS CORP
+$57.6M
10,000
+862%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$57.6M
51,134
-88%
增持
CSCO
CISCO SYS INC
+$55.4M
16,580
+494%
减持
PEP
PEPSICO INC
+$54.9M
1,818
-63%
减持
GPC
GENUINE PARTS CO
-$54.6M
12,200
-100%
增持
—
BLACKROCK INC
+$53.0M
18,456
+9823%
减持
CSX
CSX CORP
-$52.9M
10,010
-99%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$52.7M
19,961
-93%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$50.5M
2,211
-82%
减持
SYY
SYSCO CORP
-$49.5M
4,947
-97%
增持
GM
GENERAL MTRS CO
+$48.3M
206,100
+2325%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$48.2M
0
-100%
减持
DJP
BARCLAYS BANK PLC
-$46.8M
45,632
-91%
减持
KHC
KRAFT HEINZ CO
-$45.7M
25,025
-91%
增持
FMC
FMC CORP
+$45.0M
39,673
+6%
增持
MGC
VANGUARD WORLD FD
-$44.4M
592,911
+181%
减持
RUN
SUNRUN INC
-$43.7M
10,000
-98%
减持
SYK
STRYKER CORPORATION
+$42.8M
9,826
-98%
增持
DFAT
DIMENSIONAL ETF TRUST
+$42.7M
1,083,013
+390%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$41.5M
12,548
-58%
减持
VLUE
ISHARES TR
-$40.8M
64,875
-79%
减持
PFE
PFIZER INC
-$39.8M
3,250
-99%
减持
GNMA
ISHARES TR
-$39.8M
450,000
-60%
减持
IVV
ISHARES TR
+$39.7M
4,972
-6%
增持
DIS
DISNEY WALT CO
+$39.7M
480,753
+2223%
减持
XLV
SELECT SECTOR SPDR TR
+$39.1M
1,248
-98%
增持
SPGI
S&P GLOBAL INC
+$38.2M
65,471
+573%
减持
CVS
CVS HEALTH CORP
+$36.4M
108,039
-13%
增持
SRE
SEMPRA
+$34.7M
286,397
+49%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$33.4M
2,471
-100%
增持
SO
SOUTHERN CO
+$33.0M
192,000
+2777%
减持
ZTS
ZOETIS INC
+$32.8M
1,072
-96%
减持
NVDA
NVIDIA CORPORATION
+$32.2M
4,552
-21%
减持
SSD
SIMPSON MFG INC
-$32.0M
6,586
-97%
减持
QQQ
INVESCO QQQ TR
+$31.7M
1,090
-89%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$31.5M
0
-100%
减持
XLRE
SELECT SECTOR SPDR TR
-$31.5M
60
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$30.8M
1,737
+13%
减持
UPS
UNITED PARCEL SERVICE INC
-$30.7M
25,163
-85%
增持
VBR
VANGUARD INDEX FDS
-$30.6M
431,432
+160%
减持
XLK
SELECT SECTOR SPDR TR
+$30.4M
2,379
-99%
减持
SOXX
ISHARES TR
-$29.8M
12,415
-97%
减持
—
NORDSTROM INC
-$29.6M
5,460
-99%
减持
GPN
GLOBAL PMTS INC
+$29.3M
6,564
-85%
增持
DFAC
DIMENSIONAL ETF TRUST
+$29.3M
11,424
+1%
减持
IVW
ISHARES TR
-$28.7M
4,466
-95%
建仓
LBAY
TIDAL ETF TR
+$28.2M
5,858
清仓
DFAE
DIMENSIONAL ETF TRUST
-$28.2M
0
-100%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
+$27.5M
12,811
-89%
减持
MUB
ISHARES TR
+$27.2M
7,597
-32%
减持
XLY
SELECT SECTOR SPDR TR
-$27.2M
1,772
-99%
减持
QUAL
ISHARES TR
-$26.1M
1,039
-99%
减持
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$25.9M
10,000
-96%
清仓
IWL
ISHARES TR
-$25.4M
0
-100%
减持
VBK
VANGUARD INDEX FDS
+$25.1M
21,738
-79%
减持
GOVT
ISHARES TR
-$24.5M
18,127
-98%
减持
BIL
SPDR SER TR
+$24.1M
5,050
-95%
增持
ESGD
ISHARES TR
+$23.6M
140,839
+4073%
减持
HD
HOME DEPOT INC
+$23.2M
3,680
-99%
增持
UNH
UNITEDHEALTH GROUP INC
+$22.5M
7,944
+734%
增持
AVGO
BROADCOM INC
+$22.4M
138,208
+26%
清仓
VTHR
VANGUARD SCOTTSDALE FDS
-$22.1M
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$21.8M
7,631
-98%
增持
VTEB
VANGUARD MUN BD FDS
+$21.7M
22,542
+142%
减持
VTIP
VANGUARD MALVERN FDS
-$21.7M
2,501
-98%
减持
ESGU
ISHARES TR
-$21.7M
1,305
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$21.2M
1,448
-99%
减持
GOOG
ALPHABET INC
+$20.6M
16,535
-53%
增持
VB
VANGUARD INDEX FDS
+$19.6M
34,927
+1947%
增持
MRK
MERCK & CO INC
+$18.9M
20,682
+48%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$18.6M
19,260
增持
HDV
ISHARES TR
-$18.4M
393,281
+475%
减持
IJJ
ISHARES TR
-$18.4M
4,027
-95%
增持
VOO
VANGUARD INDEX FDS
+$18.2M
2,494
+93%
减持
NVO
NOVO-NORDISK A S
-$18.0M
8,442
-89%
增持
BIV
VANGUARD BD INDEX FDS
+$17.0M
42,685
+129%
减持
IWF
ISHARES TR
+$16.5M
18,670
-76%
减持
SCHD
SCHWAB STRATEGIC TR
+$16.3M
9,968
-27%
减持
CWB
SPDR SER TR
-$16.3M
23,579
-78%
增持
MCD
MCDONALDS CORP
+$15.4M
12,228
+109%
建仓
FDRR
FIDELITY COVINGTON TRUST
+$14.9M
429,378
减持
UNP
UNION PAC CORP
+$14.1M
40,534
-16%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$13.7M
18,634
-90%
减持
MRNA
MODERNA INC
-$13.6M
1,234
-99%
清仓
—
LIPOCINE INC NEW
-$13.4M
0
-100%
减持
IJH
ISHARES TR
+$13.3M
17,241
-75%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$13.1M
6,683
-87%
减持
CVX
CHEVRON CORP NEW
-$12.9M
20,076
-95%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.9M
19,597
-22%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$12.6M
1,290
-98%
减持
XNCR
XENCOR INC
-$12.4M
39,661
-53%
增持
TLT
ISHARES TR
+$12.3M
170,773
+306%
减持
VTI
VANGUARD INDEX FDS
+$12.3M
6,975
-87%
减持
LLY
LILLY ELI & CO
+$12.2M
6,479
-74%
减持
BAC
BANK AMERICA CORP
+$11.6M
160,691
-43%
增持
TSLA
TESLA INC
+$11.5M
102,529
+10373%
减持
CMF
ISHARES TR
+$11.5M
1,866
-96%
增持
DFAS
DIMENSIONAL ETF TRUST
+$11.0M
221,086
+643%
增持
IWD
ISHARES TR
+$10.8M
19,069
+24%
减持
EFAV
ISHARES TR
-$10.7M
17,607
-89%
减持
SUSB
ISHARES TR
+$10.7M
1,111
-93%
减持
PG
PROCTER AND GAMBLE CO
+$10.5M
5,249
-73%
减持
BILS
SPDR SER TR
-$10.5M
102,750
-51%
增持
TMUS
T-MOBILE US INC
-$10.1M
70,639
+265%
减持
EFA
ISHARES TR
+$10.1M
4,243
-70%
减持
SKYW
SKYWEST INC
+$10.0M
4,839
-22%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$9.5M
448,800
+4380%
减持
PGR
PROGRESSIVE CORP
-$9.5M
8,221
-87%
增持
IHI
ISHARES TR
+$9.5M
4,209
+360%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$9.2M
22,570
-88%
减持
—
ISHARES TR
+$9.2M
1,866
-49%
减持
NOW
SERVICENOW INC
-$9.0M
4,508
-78%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$8.9M
1,693,219
+485%
减持
QAI
INDEXIQ ETF TR
-$8.9M
12,388
-97%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$8.7M
6,791
-58%
增持
NOC
NORTHROP GRUMMAN CORP
+$8.6M
11,093
+358%
增持
VXUS
VANGUARD STAR FDS
-$8.5M
443,696
+584%
清仓
UAA
UNDER ARMOUR INC
-$8.3M
0
-100%
