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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 3
增持 103
减持 41
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$102.5M
2,911,394
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$38.2M
1,600,959
+48%
增持
VTV
VANGUARD INDEX FDS
+$36.8M
2,553,447
+1%
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
AMZN
AMAZON COM INC
+$36.0M
1,033,223
+4%
增持
CMCSA
COMCAST CORP NEW
+$32.0M
788,747
+1476%
减持
NVDA
NVIDIA CORPORATION
+$32.0M
78,751
-0%
增持
MSFT
MICROSOFT CORP
+$31.1M
633,850
+1%
增持
AAPL
APPLE INC
-$29.7M
1,832,875
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$26.5M
381,691
+5%
减持
AGG
ISHARES TR
-$26.3M
1,552,117
-14%
减持
META
META PLATFORMS INC
+$22.2M
175,548
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$20.5M
47,377
-89%
增持
JPM
JPMORGAN CHASE & CO
+$20.1M
640,857
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$20.1M
2,347,897
+9%
增持
XLY
SELECT SECTOR SPDR TR
+$19.2M
200,939
+103%
减持
AVGO
BROADCOM INC
+$18.6M
94,264
-1%
增持
ROK
ROCKWELL AUTOMATION INC
+$17.4M
77,031
+379%
增持
MOAT
VANECK ETF TRUST
+$17.3M
342,818
+115%
减持
—
BLACKROCK INC
-$16.4M
58,342
-27%
增持
DFLV
DIMENSIONAL ETF TRUST
+$16.0M
2,284,982
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$16.0M
79,538
+79%
增持
HCA
HCA HEALTHCARE INC
+$15.3M
221,630
+2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$15.0M
472,434
+868%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.4M
214,349
+1%
增持
—
EXXON MOBIL CORP
+$13.9M
745,426
+2%
减持
SRE
SEMPRA
-$13.3M
355,167
-32%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.6M
2,911,205
+10%
减持
SCHD
SCHWAB STRATEGIC TR
-$12.3M
54,387
-75%
减持
VLO
VALERO ENERGY CORP
-$12.1M
174,036
-46%
增持
SYK
STRYKER CORPORATION
+$12.0M
184,807
+2%
增持
IGSB
ISHARES TR
+$11.8M
3,036,818
+8%
减持
SO
SOUTHERN CO
-$11.4M
360,754
-32%
增持
COST
COSTCO WHSL CORP NEW
+$11.3M
151,888
+0%
减持
MUB
ISHARES TR
-$11.0M
951,324
-9%
增持
GOOGL
ALPHABET INC
+$11.0M
845,698
+1%
增持
ALL
ALLSTATE CORP
+$10.3M
309,507
+0%
增持
VTI
VANGUARD INDEX FDS
+$9.0M
158,807
+17%
增持
RTX
RTX CORPORATION
+$9.0M
527,885
+5%
增持
VBK
VANGUARD INDEX FDS
+$8.1M
259,084
+5%
减持
XLK
SELECT SECTOR SPDR TR
+$7.4M
468,770
-0%
增持
VOE
VANGUARD INDEX FDS
+$7.3M
650,698
+0%
减持
NKE
NIKE INC
-$7.0M
251,533
-11%
减持
IYH
ISHARES TR
-$6.6M
26,631
-7%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.2M
1,568,171
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$6.1M
373,810
+4%
增持
VCR
VANGUARD WORLD FD
+$6.0M
21,862
+616%
减持
VOT
VANGUARD INDEX FDS
+$5.9M
460,759
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$5.6M
1,317,564
+4%
增持
DFSV
DIMENSIONAL ETF TRUST
+$5.4M
2,667,181
+4%
增持
XLB
SELECT SECTOR SPDR TR
+$5.3M
485,023
+4%
增持
MRK
MERCK & CO INC
+$4.8M
181,694
+3%
增持
NEE
NEXTERA ENERGY INC
+$4.8M
1,209,966
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.7M
42,987
-59%
增持
SKYW
SKYWEST INC
+$4.4M
257,386
+0%
增持
V
VISA INC
+$4.3M
211,475
+1%
增持
QAI
INDEXIQ ETF TR
+$4.2M
175,416
+337%
增持
XLP
SELECT SECTOR SPDR TR
+$4.1M
513,737
+5%
增持
ZTS
ZOETIS INC
-$4.1M
214,821
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.1M
127,390
+13%
增持
PEP
PEPSICO INC
+$3.8M
318,990
+4%
减持
LLY
ELI LILLY & CO
+$3.8M
31,196
-11%
增持
HD
HOME DEPOT INC
+$3.5M
66,898
+5%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$3.2M
949,235
+8%
减持
IVV
ISHARES TR
+$3.2M
79,346
-2%
减持
IWD
ISHARES TR
+$3.2M
315,528
-2%
增持
VO
VANGUARD INDEX FDS
+$3.1M
31,557
+55%
增持
LOW
LOWES COS INC
+$3.1M
67,581
+6%
增持
TSLA
TESLA INC
-$2.9M
71,436
+15%
增持
ABBV
ABBVIE INC
+$2.9M
88,610
+4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.9M
991,531
+1%
减持
IWF
ISHARES TR
+$2.9M
103,832
-2%
增持
VOO
VANGUARD INDEX FDS
+$2.9M
54,942
+2%
增持
VGT
VANGUARD WORLD FD
+$2.8M
13,570
+53%
增持
IJR
ISHARES TR
+$2.8M
122,692
+24%
减持
BA
BOEING CO
-$2.6M
36,502
-2%
减持
BILS
SPDR SER TR
-$2.6M
63,644
-30%
增持
AMAT
APPLIED MATLS INC
+$2.6M
50,268
+5%
增持
JNJ
JOHNSON & JOHNSON
+$2.6M
471,154
+3%
增持
QCOM
QUALCOMM INC
+$2.6M
75,939
+7%
增持
GOOG
ALPHABET INC
+$2.4M
196,693
+1%
增持
BAC
BANK AMERICA CORP
+$2.4M
430,975
+4%
清仓
—
ARISTA NETWORKS INC
-$2.4M
0
-100%
增持
NFLX
NETFLIX INC
+$2.3M
11,002
+23%
增持
AMT
AMERICAN TOWER CORP NEW
-$2.3M
290,693
+5%
增持
GPN
GLOBAL PMTS INC
+$2.3M
223,047
+3%
增持
CRM
SALESFORCE INC
+$2.2M
26,451
+21%
减持
QQQ
INVESCO QQQ TR
+$2.2M
88,984
-2%
减持
GM
GENERAL MTRS CO
+$2.2M
402,152
-10%
增持
VWOB
VANGUARD WHITEHALL FDS
+$2.1M
482,239
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.1M
45,866
+9%
增持
CVS
CVS HEALTH CORP
+$2.1M
608,867
+3%
增持
HON
HONEYWELL INTL INC
+$2.0M
323,109
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.8M
42,878
+25%
增持
FDRR
FIDELITY COVINGTON TRUST
+$1.8M
399,954
+4%
增持
—
ISHARES TR
+$1.8M
255,620
+41%
清仓
BCI
ABRDN ETFS
-$1.8M
0
-100%
增持
UNP
UNION PAC CORP
+$1.8M
197,758
+4%
减持
TLT
ISHARES TR
-$1.7M
8,086
-68%
增持
IJH
ISHARES TR
+$1.7M
279,470
+405%
增持
GWW
GRAINGER W W INC
+$1.6M
7,031
+6%
增持
TJX
TJX COS INC NEW
+$1.6M
67,155
+21%
增持
—
EATON CORP PLC
+$1.5M
18,828
+4%
减持
DIS
DISNEY WALT CO
+$1.5M
434,521
-24%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.5M
28,349
+1%
增持
MCK
MCKESSON CORP
+$1.5M
19,470
+1%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
80,470
+2%
增持
VDC
VANGUARD WORLD FD
+$1.5M
8,548
+572%
增持
—
LAM RESEARCH CORP
+$1.5M
4,133
+29%
增持
CSCO
CISCO SYS INC
+$1.5M
1,165,678
+4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.5M
169,823
+28%
增持
CVX
CHEVRON CORP NEW
+$1.5M
103,084
+4%
增持
NVO
NOVO-NORDISK A S
+$1.4M
47,862
+4%
增持
LBAY
TIDAL ETF TR
+$1.4M
1,074,038
+1%
增持
WMT
WALMART INC
+$1.4M
147,598
+209%
增持
TDG
TRANSDIGM GROUP INC
+$1.3M
6,050
+0%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.3M
21,068
减持
SMH
VANECK ETF TRUST
+$1.3M
25,701
-0%
增持
UBER
UBER TECHNOLOGIES INC
+$1.3M
32,621
+60%
减持
LULU
LULULEMON ATHLETICA INC
-$1.3M
2,625
-41%
增持
CAT
CATERPILLAR INC
+$1.2M
10,466
+18%
增持
GE
GENERAL ELECTRIC CO
+$1.2M
19,130
+12%
增持
ORCL
ORACLE CORP
+$1.2M
51,493
+3%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.1M
340,015
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
21,114
+845%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$1.1M
10,049
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
28,273
+7%
增持
TECL
DIREXION SHS ETF TR
+$1.1M
54,054
+11%
减持
CTAS
CINTAS CORP
+$1.1M
14,436
-2%
减持
SUSB
ISHARES TR
-$1.0M
325,987
-11%
减持
SOFI
SOFI TECHNOLOGIES INC
-$1.0M
376,722
-0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$967.1K
82,325
-19%
增持
VHT
VANGUARD WORLD FD
+$963.3K
25,591
+8%
增持
DHR
DANAHER CORPORATION
+$952.2K
22,622
+11%
建仓
CPAY
CORPAY INC
+$948.8K
3,075
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$939.6K
761,344
-4%
增持
AXP
AMERICAN EXPRESS CO
+$930.6K
21,863
+1%
减持
ESGD
ISHARES TR
+$924.8K
374,167
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$914.1K
238,067
-18%
减持
MCD
MCDONALDS CORP
-$892.0K
55,191
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$884.5K
6,951
-28%
减持
SPSB
SPDR SER TR
-$883.0K
142,657
-17%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$882.7K
14,175
+2%
增持
ARES
ARES MANAGEMENT CORPORATION
+$880.2K
20,345
+33%
减持
BND
VANGUARD BD INDEX FDS
-$871.2K
60,230
-16%
减持
ISRG
INTUITIVE SURGICAL INC
+$868.6K
14,727
-1%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$866.5K
0
-100%
增持
COP
CONOCOPHILLIPS
+$851.9K
28,601
+19%
增持
SMOT
VANECK ETF TRUST
+$845.3K
71,745
+41%
减持
VB
VANGUARD INDEX FDS
+$843.4K
97,605
-3%
增持
IWM
ISHARES TR
+$840.1K
42,721
+5%
