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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 109
减持 24
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NEAR
ISHARES U S ETF TR
-$340.1M
167,433
+2840%
增持
VUG
VANGUARD INDEX FDS
-$145.3M
2,833,826
+878%
减持
FMC
FMC CORP
-$45.2M
9,788
-75%
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
XLK
SELECT SECTOR SPDR TR
+$45.2M
461,546
+19301%
增持
VTV
VANGUARD INDEX FDS
-$44.8M
2,392,839
+3419%
增持
GOVT
ISHARES TR
+$42.9M
4,706,219
+25862%
增持
XLB
SELECT SECTOR SPDR TR
+$34.7M
449,060
+1965%
增持
AAPL
APPLE INC
-$31.6M
1,692,472
+10%
增持
AGG
ISHARES TR
+$30.3M
733,887
+131%
增持
V
VISA INC
-$25.9M
210,412
+190%
增持
BIV
VANGUARD BD INDEX FDS
+$21.4M
539,938
+1165%
增持
NEE
NEXTERA ENERGY INC
-$21.4M
1,216,907
+20939%
增持
VIGI
VANGUARD WHITEHALL FDS
+$19.3M
1,985,341
+6%
增持
DFLV
DIMENSIONAL ETF TRUST
+$16.3M
1,444,772
+42%
建仓
JMSI
J P MORGAN EXCHANGE TRADED F
+$14.0M
291,185
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.1M
2,420,155
+6221%
增持
IGSB
ISHARES TR
-$12.3M
2,641,531
+3875%
增持
HCA
HCA HEALTHCARE INC
-$11.7M
208,965
+502%
增持
RTX
RTX CORPORATION
-$11.6M
475,865
+3692%
增持
GPN
GLOBAL PMTS INC
-$11.5M
216,552
+3199%
增持
CMF
ISHARES TR
+$10.7M
434,833
+23203%
减持
AVGO
BROADCOM INC
-$10.4M
98,915
-28%
增持
MSFT
MICROSOFT CORP
-$9.7M
617,913
+1136%
增持
BIL
SPDR SER TR
+$9.5M
366,038
+7148%
增持
—
EXXON MOBIL CORP
+$9.1M
692,799
+9188%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$9.1M
319,287
+1558%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$9.1M
314,720
+14134%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$8.7M
385,011
增持
GOOGL
ALPHABET INC
+$8.5M
835,947
+16619%
增持
DFIV
DIMENSIONAL ETF TRUST
+$7.7M
1,375,992
+25735%
增持
VLO
VALERO ENERGY CORP
+$7.6M
318,039
+68%
增持
VWOB
VANGUARD WHITEHALL FDS
+$6.8M
399,503
+100%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$6.7M
0
-100%
增持
GM
GENERAL MTRS CO
-$6.5M
1,274,574
+518%
增持
IVV
ISHARES TR
-$5.7M
80,138
+1512%
增持
HON
HONEYWELL INTL INC
-$5.1M
296,373
+152%
增持
COST
COSTCO WHSL CORP NEW
+$5.1M
149,306
+623%
增持
SYK
STRYKER CORPORATION
-$5.0M
179,584
+1728%
增持
SBUX
STARBUCKS CORP
-$4.8M
582,111
+5721%
建仓
BCI
ABRDN ETFS
+$4.6M
215,791
建仓
OKE
ONEOK INC NEW
+$4.5M
70,913
增持
META
META PLATFORMS INC
-$4.3M
185,003
+41288%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$4.2M
94,120
+56%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$3.8M
30,158
+344%
增持
DFAC
DIMENSIONAL ETF TRUST
-$3.8M
985,378
+8526%
增持
AMZN
AMAZON COM INC
-$3.8M
976,449
+21%
增持
VOE
VANGUARD INDEX FDS
+$3.8M
557,365
+5985%
增持
AMT
AMERICAN TOWER CORP NEW
-$3.6M
266,534
+18%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$3.6M
810,559
+6227%
增持
PEP
PEPSICO INC
-$3.6M
305,026
+16678%
减持
TLT
ISHARES TR
-$3.3M
139,040
-19%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.2M
2,421,763
+64155%
增持
CSCO
CISCO SYS INC
+$3.0M
1,092,113
+6487%
增持
IJH
ISHARES TR
-$2.9M
56,701
+229%
增持
SPGI
S&P GLOBAL INC
-$2.9M
97,292
+49%
建仓
SOXL
DIREXION SHS ETF TR
+$2.9M
153,576
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
340,310
+3560%
增持
VBK
VANGUARD INDEX FDS
+$2.9M
221,077
+917%
清仓
OVV
OVINTIV INC
-$2.8M
0
-100%
增持
CVS
CVS HEALTH CORP
+$2.8M
563,907
+422%
增持
GOOG
ALPHABET INC
+$2.6M
187,611
+1035%
减持
HSY
HERSHEY CO
-$2.6M
10,319
-56%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$2.5M
574,712
+28%
减持
LMT
LOCKHEED MARTIN CORP
-$2.5M
12,104
-11%
增持
SUSB
ISHARES TR
-$2.3M
409,653
+36772%
增持
MCD
MCDONALDS CORP
-$2.3M
53,487
+337%
增持
—
BLACKROCK INC
-$2.2M
79,272
+330%
增持
VOT
VANGUARD INDEX FDS
+$2.2M
405,392
+261%
增持
ALL
ALLSTATE CORP
+$2.2M
309,120
+12%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
114,422
+1540%
增持
JNJ
JOHNSON & JOHNSON
-$2.0M
452,831
+7613%
增持
IWF
ISHARES TR
-$2.0M
99,727
+434%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.9M
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.9M
109,691
+460%
增持
LLY
ELI LILLY & CO
+$1.9M
26,152
+304%
增持
AMGN
AMGEN INC
+$1.8M
23,912
+20%
增持
XLV
SELECT SECTOR SPDR TR
+$1.8M
349,243
+27884%
清仓
SSD
SIMPSON MFG INC
-$1.7M
0
-100%
增持
ESGD
ISHARES TR
+$1.7M
370,036
+163%
增持
IWD
ISHARES TR
-$1.7M
82,642
+333%
减持
CRM
SALESFORCE INC
-$1.7M
19,968
-98%
增持
IHI
ISHARES TR
-$1.7M
165,208
+3825%
增持
XLP
SELECT SECTOR SPDR TR
-$1.6M
473,032
+1771%
增持
DIS
DISNEY WALT CO
-$1.6M
554,811
+15%
增持
XLE
SELECT SECTOR SPDR TR
+$1.6M
91,923
+209%
增持
SO
SOUTHERN CO
-$1.5M
503,103
+162%
增持
MRK
MERCK & CO INC
-$1.5M
187,888
+808%
减持
IWM
ISHARES TR
+$1.5M
39,249
-66%
增持
WFC
WELLS FARGO CO NEW
+$1.4M
140,095
+1193%
减持
BKNG
BOOKING HOLDINGS INC
+$1.4M
624
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.4M
551,180
+656%
建仓
ENSG
ENSIGN GROUP INC
+$1.4M
14,757
建仓
FISV
FISERV INC
+$1.4M
12,111
增持
ZTS
ZOETIS INC
+$1.4M
198,880
+18452%
增持
GPC
GENUINE PARTS CO
-$1.3M
33,846
+177%
增持
VV
VANGUARD INDEX FDS
-$1.3M
12,340
+1141%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$1.3M
8,439
+162%
减持
FDRR
FIDELITY COVINGTON TRUST
-$1.2M
342,319
-20%
增持
LOW
LOWES COS INC
-$1.2M
65,886
+1483%
清仓
SNOW
SNOWFLAKE INC
-$1.2M
0
-100%
增持
HD
HOME DEPOT INC
-$1.2M
72,978
+1883%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
492,552
+2085%
减持
IAU
ISHARES GOLD TR
-$1.1M
19,400
-53%
增持
T
AT&T INC
-$1.1M
156,165
+2801%
建仓
—
ISHARES TR
+$1.1M
46,360
增持
VB
VANGUARD INDEX FDS
-$1.1M
99,523
+185%
增持
TXN
TEXAS INSTRS INC
-$1.1M
45,628
+825%
增持
USMV
ISHARES TR
-$1.1M
72,056
+137%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$1.0M
686,302
+39411%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.0M
206,224
-7%
增持
PFE
PFIZER INC
-$1.0M
362,126
+11042%
增持
NVO
NOVO-NORDISK A S
+$964.3K
44,846
+431%
增持
NFLX
NETFLIX INC
-$957.5K
8,084
+25%
增持
KRE
SPDR SER TR
-$953.9K
27,863
+1526%
增持
QQQ
INVESCO QQQ TR
-$949.0K
85,888
+7780%
增持
UNH
UNITEDHEALTH GROUP INC
-$927.0K
43,809
+451%
增持
IJR
ISHARES TR
-$916.9K
104,167
+165%
建仓
—
LINDE PLC
+$905.4K
2,432
增持
XLY
SELECT SECTOR SPDR TR
+$886.8K
84,481
+4668%
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$879.4K
45,304
增持
NVDA
NVIDIA CORPORATION
+$870.1K
76,757
+1586%
增持
LBAY
TIDAL ETF TR
-$869.9K
1,059,990
+17995%
减持
SGOV
ISHARES TR
+$868.7K
10,818
-24%
建仓
PCG
PG&E CORP
+$862.2K
53,452
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$859.7K
42,079
-87%
增持
TJX
TJX COS INC NEW
+$845.8K
49,332
+2%
增持
GILD
GILEAD SCIENCES INC
+$841.8K
47,110
+16%
减持
UPS
UNITED PARCEL SERVICE INC
-$822.6K
18,529
-26%
减持
TSLA
TESLA INC
+$818.8K
50,333
-51%
增持
F
FORD MTR CO DEL
-$803.5K
90,417
+146%
减持
GD
GENERAL DYNAMICS CORP
-$795.5K
12,899
-63%
增持
ABBV
ABBVIE INC
+$784.8K
87,338
+1393%
减持
ISRG
INTUITIVE SURGICAL INC
-$762.7K
14,874
-77%
增持
EW
EDWARDS LIFESCIENCES CORP
-$759.9K
40,535
+53%
减持
DGRO
ISHARES TR
-$736.4K
88,951
-68%
减持
IEFA
ISHARES TR
-$734.8K
58,620
-89%
增持
UNP
UNION PAC CORP
+$733.5K
185,366
+357%
增持
GWW
GRAINGER W W INC
-$733.3K
6,984
+204%
减持
VBR
VANGUARD INDEX FDS
-$718.2K
28,373
-93%
减持
VXUS
VANGUARD STAR FDS
+$718.1K
23,807
-95%
增持
XLF
SELECT SECTOR SPDR TR
+$718.0K
293,812
+1859%
增持
CTAS
CINTAS CORP
-$714.0K
15,637
+84%
增持
ARES
ARES MANAGEMENT CORPORATION
+$708.6K
12,513
+47%
增持
DFAT
DIMENSIONAL ETF TRUST
+$704.7K
1,205,333
+11%
减持
—
EATON CORP PLC
+$692.7K
17,286
-56%
增持
IWO
ISHARES TR
-$691.2K
22,930
+129%
减持
DJP
BARCLAYS BANK PLC
-$683.8K
19,060
-58%
减持
INTU
INTUIT
+$682.5K
4,931
-68%
增持
SCHG
SCHWAB STRATEGIC TR
-$681.5K
73,849
+2248%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$678.1K
10,956
