小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 10
增持 103
减持 33
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$127.9M
2,893,785
+2%
增持
AGG
ISHARES TR
+$109.3M
1,796,961
+145%
增持
MUB
ISHARES TR
+$84.8M
1,045,939
+275%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$75.7M
212,291
增持
AAPL
APPLE INC
+$54.2M
1,786,660
+6%
增持
CMF
ISHARES TR
+$49.5M
1,266,277
+191%
增持
VTV
VANGUARD INDEX FDS
+$49.0M
2,535,306
+6%
增持
BIV
VANGUARD BD INDEX FDS
+$43.5M
1,080,172
+100%
增持
IWD
ISHARES TR
+$40.8M
322,903
+291%
增持
MSFT
MICROSOFT CORP
+$40.5M
626,552
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$29.7M
2,159,836
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$27.7M
364,325
+7%
增持
NKE
NIKE INC
+$27.6M
282,481
+792%
增持
AMZN
AMAZON COM INC
+$26.2M
989,445
+1%
减持
GM
GENERAL MTRS CO
-$25.9M
447,588
-65%
减持
AVGO
BROADCOM INC
+$24.2M
95,265
-4%
增持
VOT
VANGUARD INDEX FDS
+$23.8M
467,790
+15%
增持
VOE
VANGUARD INDEX FDS
+$21.1M
649,040
+16%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$19.9M
795,605
增持
JPM
JPMorgan Chase & Co
+$17.7M
636,604
+2%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$17.1M
1,234,569
+115%
增持
DFLV
DIMENSIONAL ETF TRUST
+$16.6M
1,940,225
+34%
增持
AMT
AMERICAN TOWER CORP NEW
+$15.9M
276,841
+4%
增持
COST
COSTCO WHSL CORP NEW
+$15.7M
151,521
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$14.6M
468,891
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.1M
2,652,415
+10%
增持
—
BlackRock Inc
+$13.8M
80,135
+1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$13.5M
2,572,574
+6%
增持
MOAT
VANECK ETF TRUST
+$12.9M
159,422
+1750%
增持
IGSB
ISHARES TR
+$12.3M
2,807,661
+6%
增持
VBK
VANGUARD INDEX FDS
+$12.0M
245,686
+11%
增持
VTEB
VANGUARD MUN BD FDS
+$11.7M
693,460
+41%
增持
DFAT
DIMENSIONAL ETF TRUST
+$11.0M
1,262,902
+5%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$10.4M
327,095
+4%
减持
TLT
ISHARES TR
-$9.9M
25,018
-82%
增持
HON
HONEYWELL INTL INC
+$9.6M
306,851
+4%
清仓
—
ISHARES TR
-$9.6M
0
-100%
增持
BIL
SPDR SER TR
+$9.4M
470,767
+29%
增持
UNP
UNION PAC CORP
+$9.1M
190,879
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$8.9M
449,695
-18%
减持
ALL
ALLSTATE CORP
+$8.8M
308,884
-0%
增持
—
EXXON MOBIL CORP
-$8.7M
727,979
+5%
增持
RTX
RTX CORPORATION
+$8.2M
504,735
+6%
增持
SPGI
S&P Global Inc
+$8.1M
99,180
+2%
增持
VTI
VANGUARD INDEX FDS
+$7.9M
135,941
+19%
减持
META
META PLATFORMS INC
+$7.5M
178,124
-4%
增持
IYH
ISHARES TR
+$7.4M
28,742
+878%
减持
GOOGL
ALPHABET INC
+$7.3M
835,342
-0%
增持
HCA
HCA HEALTHCARE INC
+$7.2M
216,406
+4%
增持
CVS
CVS HEALTH CORP
+$7.1M
588,908
+4%
增持
DIS
DISNEY WALT CO
+$6.7M
571,824
+3%
减持
NEAR
ISHARES U S ETF TR
-$6.6M
35,414
-79%
增持
QQQ
INVESCO QQQ TR
+$6.6M
91,139
+6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.5M
1,496,217
+9%
增持
LLY
ELI LILLY & CO
+$6.4M
35,156
+34%
减持
V
VISA INC
+$6.3M
210,195
-0%
增持
ZTS
Zoetis Inc
+$5.8M
204,870
+3%
增持
NVDA
NVIDIA CORPORATION
+$5.8M
79,136
+3%
增持
VOO
VANGUARD INDEX FDS
+$5.6M
53,854
+18%
增持
IWF
ISHARES TR
+$5.5M
105,769
+6%
建仓
SPSB
SPDR SER TR
+$5.1M
172,261
增持
SYK
STRYKER CORPORATION
+$5.1M
180,815
+1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$5.1M
450,061
+13%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.9M
103,585
+146%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.7M
60,920
+207%
增持
SO
SOUTHERN CO
+$4.7M
531,479
+6%
增持
SRE
SEMPRA
+$4.6M
519,034
+3%
增持
XLB
SELECT SECTOR SPDR TR
+$4.5M
465,120
+4%
减持
BND
VANGUARD BD INDEX FDS
-$4.4M
71,321
-49%
增持
SPIB
SPDR SER TR
+$4.4M
139,765
+2673%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.4M
717,818
+5%
减持
GOVT
ISHARES TR
+$4.3M
4,689,717
-0%
减持
TRMB
TRIMBLE INC
-$4.3M
14,977
-84%
增持
XLV
SELECT SECTOR SPDR TR
+$4.2M
360,380
+3%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$4.2M
879,237
+8%
增持
IVV
ISHARES TR
+$4.1M
80,682
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$4.1M
99,056
+17%
增持
SBUX
Starbucks Corp
+$3.9M
594,041
+2%
减持
TXN
TEXAS INSTRS INC
-$3.6M
21,275
-53%
增持
EAGG
ISHARES TR
+$3.5M
93,282
+355%
减持
OKE
ONEOK INC NEW
-$3.5M
14,001
-80%
增持
ESGD
ISHARES TR
+$3.4M
383,570
+4%
增持
VLO
Valero Energy Corp
-$3.2M
321,801
+1%
增持
FDRR
FIDELITY COVINGTON TRUST
+$3.2M
383,209
+12%
增持
—
ISHARES TR
+$3.1M
181,595
+292%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.9M
983,441
-0%
增持
TSLA
TESLA INC
+$2.9M
62,367
+24%
减持
NEE
NEXTERA ENERGY INC
+$2.9M
1,194,767
-2%
减持
BCI
ABRDN ETFS
-$2.8M
90,700
-58%
增持
GOOG
ALPHABET INC
+$2.8M
195,207
+4%
增持
BAC
BANK AMERICA CORP
+$2.7M
414,249
+1%
增持
SKYW
Skywest Inc
+$2.7M
257,179
+0%
增持
VB
VANGUARD INDEX FDS
+$2.7M
100,634
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$2.6M
487,579
+3%
减持
GPN
GLOBAL PMTS INC
+$2.5M
216,431
-0%
建仓
SSD
SIMPSON MFG INC
+$2.5M
12,439
减持
PFE
PFIZER INC
-$2.4M
333,198
-8%
建仓
—
ARISTA NETWORKS INC
+$2.4M
10,077
增持
MCD
MCDONALDS CORP
+$2.4M
55,489
+4%
减持
GPC
Genuine Parts Co
-$2.4M
18,250
-46%
增持
NOBL
PROSHARES TR
+$2.3M
26,108
+1395%
减持
CVX
CHEVRON CORP NEW
-$2.2M
99,237
-1%
减持
QCOM
QUALCOMM Inc
+$2.1M
71,245
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.1M
112,547
+3%
增持
CSCO
CISCO SYS INC
-$2.0M
1,121,926
+3%
增持
VBR
VANGUARD INDEX FDS
+$2.0M
36,380
+28%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.0M
10,813
增持
INTC
INTEL CORP
+$2.0M
105,617
+13%
增持
AMAT
APPLIED MATLS INC
+$2.0M
47,902
+15%
建仓
PZT
INVESCO EXCH TRADED FD TR II
+$2.0M
85,500
减持
AMD
Advanced Micro Devices Inc
+$1.9M
42,083
-1%
增持
CRM
SALESFORCE INC
+$1.7M
21,898
+10%
建仓
ESGV
VANGUARD WORLD FD
+$1.7M
19,514
建仓
SMOT
VANECK ETF TRUST
+$1.6M
50,855
增持
—
ISHARES TR
+$1.6M
292,470
+31%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.6M
22,895
+535%
增持
SPYG
SPDR SER TR
+$1.6M
33,052
+240%
增持
SPDW
SPDR INDEX SHS FDS
+$1.6M
50,272
+966%
减持
JMSI
J P MORGAN EXCHANGE TRADED F
-$1.6M
246,509
-15%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.5M
207,530
+1%
减持
HSY
HERSHEY CO
-$1.5M
2,926
-72%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.5M
13,859
-21%
减持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
131,014
-0%
增持
GD
General Dynamics Corp
+$1.5M
16,593
+29%
减持
ABT
ABBOTT LABS
-$1.4M
39,340
-34%
增持
JNJ
Johnson & Johnson
+$1.4M
459,019
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
81,795
+11%
减持
BA
Boeing Co
+$1.4M
37,099
-14%
清仓
—
ACTIVISION BLIZZARD INC
-$1.4M
0
-100%
增持
LULU
lululemon Athletica Inc
+$1.4M
4,453
+90%
增持
TECL
DIREXION SHS ETF TR
+$1.4M
48,661
+12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
34,407
+20%
减持
CTAS
Cintas Corp
+$1.3M
14,691
-6%
增持
BSV
VANGUARD BD INDEX FDS
+$1.3M
25,192
+207%
增持
—
ACCENTURE PLC IRELAND
+$1.3M
26,973
+2%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.3M
0
-100%
建仓
SPYV
SPDR SER TR
+$1.3M
27,910
增持
NFLX
Netflix Inc
+$1.3M
8,922
+10%
增持
UNH
Unitedhealth Group Inc
+$1.3M
44,340
+1%
增持
IWP
ISHARES TR
+$1.2M
91,198
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$1.2M
20,804
-49%
增持
IWM
ISHARES TR
+$1.2M
40,577
+3%
减持
XLF
SELECT SECTOR SPDR TR
+$1.2M
290,997
-1%
减持
IJH
ISHARES TR
+$1.2M
55,286
-2%
清仓
EQIX
EQUINIX INC
-$1.2M
0
-100%
增持
PANW
Palo Alto Networks Inc
+$1.2M
9,697
+35%
增持
EFA
ISHARES TR
+$1.1M
155,404
+1%
增持
IEFA
ISHARES TR
+$1.1M
69,409
+18%
增持
TDG
TransDigm Group Inc
+$1.1M
6,045
+2%
增持
IWO
ISHARES TR
+$1.1M
24,727
+8%
