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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 103
减持 37
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$113.3M
2,982,222
+2%
增持
NVDA
NVIDIA CORPORATION
+$97.6M
1,366,347
+1635%
增持
AAPL
APPLE INC
+$91.8M
1,928,110
+5%
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。
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$90.1M
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$72.9M
2,469,283
+19022%
增持
EFV
ISHARES TR
+$57.3M
1,108,560
+3990%
减持
SBUX
Starbucks Corp
-$51.3M
77,945
-88%
减持
XLV
SELECT SECTOR SPDR TR
-$47.0M
56,335
-85%
增持
BIV
VANGUARD BD INDEX FDS
+$43.5M
2,193,072
+37%
减持
CVS
CVS HEALTH CORP
-$40.6M
135,416
-78%
增持
EFG
ISHARES TR
+$40.2M
411,293
+2164%
增持
MCD
MCDONALDS CORP
+$36.0M
202,375
+267%
增持
DFAE
DIMENSIONAL ETF TRUST
+$31.1M
1,213,452
+8838%
增持
GOOGL
ALPHABET INC
+$30.7M
869,170
+3%
增持
MSFT
MICROSOFT CORP
+$29.4M
662,536
+5%
增持
IWF
ISHARES TR
+$27.6M
171,604
+65%
增持
IEMG
ISHARES INC
+$27.1M
573,095
+721%
增持
AVGO
BROADCOM INC
+$27.1M
94,670
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$25.2M
2,665,667
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$23.8M
3,323,598
+14%
增持
IGSB
ISHARES TR
+$19.9M
3,426,586
+13%
建仓
XYL
Xylem Inc
+$19.6M
144,288
增持
ORLY
OREILLY AUTOMOTIVE INC
+$19.1M
19,485
+1434%
增持
QAI
INDEXIQ ETF TR
+$18.1M
758,377
+332%
建仓
XOP
SPDR SER TR
+$17.7M
121,881
增持
TJX
TJX COS INC NEW
+$17.6M
221,497
+230%
减持
GM
GENERAL MTRS CO
-$15.7M
55,246
-86%
增持
XLB
SELECT SECTOR SPDR TR
+$14.8M
677,526
+40%
增持
AMZN
AMAZON COM INC
+$13.9M
1,036,371
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$11.7M
483,457
+3%
增持
VOT
VANGUARD INDEX FDS
+$10.4M
518,452
+13%
增持
ESGD
ISHARES TR
+$9.3M
497,450
+33%
增持
DFAT
DIMENSIONAL ETF TRUST
+$9.2M
1,560,315
+18%
增持
DFLV
DIMENSIONAL ETF TRUST
+$8.5M
2,665,035
+17%
增持
VOE
VANGUARD INDEX FDS
+$8.5M
730,634
+12%
增持
GOOG
ALPHABET INC
+$8.4M
209,330
+6%
增持
DIS
DISNEY WALT CO
-$8.0M
454,804
+5%
减持
DFSV
DIMENSIONAL ETF TRUST
-$8.0M
2,512,223
-6%
减持
SPY
SPDR S&P 500 ETF TR
+$7.2M
380,033
-0%
增持
FICO
FAIR ISAAC CORP
+$7.1M
6,209
+265%
增持
GPN
GLOBAL PMTS INC
-$7.0M
236,252
+6%
减持
XLY
SELECT SECTOR SPDR TR
-$6.6M
166,394
-17%
增持
VBK
VANGUARD INDEX FDS
+$6.5M
296,155
+14%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$6.1M
1,082,805
+14%
减持
VCR
VANGUARD WORLD FD
-$6.1M
2,841
-87%
增持
HON
HONEYWELL INTL INC
+$5.7M
337,380
+4%
减持
MUB
ISHARES TR
-$5.6M
908,244
-5%
增持
AGG
ISHARES TR
+$5.5M
1,622,294
+5%
增持
ORCL
Oracle Corp
+$5.4M
84,370
+64%
建仓
CVIE
MORGAN STANLEY ETF TRUST
+$5.3M
93,264
增持
NFLX
Netflix Inc
+$5.0M
17,290
+57%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$5.0M
17,181
+241%
减持
NEE
NEXTERA ENERGY INC
+$4.9M
1,161,258
-4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.8M
1,735,983
+11%
增持
QCOM
QUALCOMM Inc
+$4.8M
88,399
+16%
增持
GOVT
ISHARES TR
+$4.7M
5,004,200
+5%
增持
QQQ
INVESCO QQQ TR
+$4.6M
92,074
+3%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$4.5M
355,708
+5%
增持
META
META PLATFORMS INC
+$4.4M
177,779
+1%
增持
LLY
ELI LILLY & CO
+$4.1M
31,326
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$3.9M
315,322
+8%
增持
SPGI
S&P Global Inc
+$3.8M
105,910
+4%
增持
ZTS
Zoetis Inc
+$3.6M
230,512
+7%
增持
VTI
VANGUARD INDEX FDS
+$3.6M
167,682
+6%
增持
AMAT
APPLIED MATLS INC
+$3.5M
58,852
+17%
增持
RTX
RTX CORPORATION
+$3.5M
547,373
+4%
增持
SKYW
Skywest Inc
+$3.4M
257,540
+0%
增持
NVO
NOVO-NORDISK A S
+$3.3M
65,844
+38%
增持
UNH
Unitedhealth Group Inc
+$3.3M
83,651
+5%
建仓
ESGE
ISHARES INC
+$3.2M
96,914
增持
UBER
Uber Technologies Inc
+$3.2M
79,070
+142%
增持
WFC
WELLS FARGO CO NEW
+$3.2M
179,282
+40%
增持
PG
PROCTER AND GAMBLE CO
+$3.1M
98,247
+22%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.1M
76,862
+264%
增持
—
EXXON MOBIL CORP
+$3.0M
779,067
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$3.0M
649,478
+1%
增持
ALL
ALLSTATE CORP
-$2.9M
316,988
+2%
减持
VLO
Valero Energy Corp
-$2.8M
171,523
-1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$2.8M
533,201
+11%
减持
BIL
SPDR SER TR
-$2.6M
446,544
-6%
增持
AMGN
AMGEN INC
+$2.6M
29,828
+25%
增持
UNP
UNION PAC CORP
-$2.5M
203,750
+3%
增持
NKE
NIKE INC
+$2.5M
346,650
+38%
增持
HD
HOME DEPOT INC
-$2.3M
67,866
+1%
增持
ECL
Ecolab Inc
+$2.3M
12,278
+351%
减持
INTC
INTEL CORP
-$2.3M
103,379
-16%
增持
WMT
WALMART INC
+$2.2M
164,143
+11%
减持
IWD
ISHARES TR
-$2.1M
311,955
-1%
增持
IVV
ISHARES TR
+$2.1M
80,026
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.1M
37,927
+1356%
增持
XLP
SELECT SECTOR SPDR TR
+$2.0M
538,754
+5%
减持
—
ACCENTURE PLC IRELAND
-$1.9M
24,816
-9%
减持
IJR
ISHARES TR
-$1.9M
109,468
-11%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$1.9M
38,693
增持
CSCO
CISCO SYS INC
+$1.8M
1,262,765
+8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.8M
21,499
+48%
增持
APD
AIR PRODS & CHEMS INC
+$1.8M
11,717
+123%
增持
SYK
STRYKER CORPORATION
-$1.7M
189,265
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.7M
677,516
-3%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$1.6M
498,458
+6%
增持
BF/B
BROWN FORMAN CORP
+$1.6M
44,710
+663%
增持
HCA
HCA HEALTHCARE INC
-$1.6M
225,146
+2%
减持
EAGG
ISHARES TR
-$1.6M
56,810
-37%
减持
VO
VANGUARD INDEX FDS
-$1.6M
26,114
-17%
增持
EMR
EMERSON ELEC CO
+$1.5M
20,983
+201%
减持
SO
SOUTHERN CO
+$1.5M
352,555
-2%
增持
GD
General Dynamics Corp
+$1.5M
17,740
+36%
减持
MOAT
VANECK ETF TRUST
-$1.4M
339,193
-1%
增持
JNJ
Johnson & Johnson
-$1.4M
500,193
+6%
增持
FDRR
FIDELITY COVINGTON TRUST
+$1.4M
414,759
+4%
增持
—
BlackRock Inc
-$1.4M
60,032
+3%
减持
VB
VANGUARD INDEX FDS
-$1.3M
96,432
-1%
建仓
COIN
COINBASE GLOBAL INC
+$1.2M
5,492
减持
SRE
SEMPRA
+$1.2M
351,001
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
725,620
+4%
增持
CVX
CHEVRON CORP NEW
+$1.1M
111,051
+8%
增持
PEP
PEPSICO INC
-$1.1M
331,969
+4%
增持
LBAY
TIDAL ETF TR
-$1.1M
1,085,606
+1%
减持
COST
COSTCO WHSL CORP NEW
-$1.1M
129,671
-15%
增持
O
Realty Income Corp
+$1.1M
39,001
+110%
增持
V
VISA INC
+$1.1M
228,870
+8%
增持
BAC
BANK AMERICA CORP
+$1.0M
437,324
+1%
增持
RUN
Sunrun Inc
+$1.0M
106,685
+542%
减持
SPSB
SPDR SER TR
-$1.0M
108,376
-24%
增持
QUAL
ISHARES TR
+$1.0M
13,516
+73%
减持
DECK
DECKERS OUTDOOR CORP
-$1.0M
923
-54%
增持
WM
WASTE MGMT INC DEL
+$989.2K
13,766
+51%
增持
BF/A
BROWN FORMAN CORP
+$980.9K
26,622
+627%
减持
IJH
ISHARES TR
-$976.9K
273,379
-2%
减持
NOC
Northrop Grumman Corp
-$976.1K
18,338
-2%
清仓
CPAY
CORPAY INC
-$948.8K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$947.6K
79,176
+4%
增持
KLAC
KLA CORP
+$943.6K
7,172
+1%
减持
IYH
ISHARES TR
-$940.2K
11,560
-57%
建仓
ES
Eversource Energy
+$935.0K
16,487
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$932.3K
39,416
-17%
增持
ESML
ISHARES TR
+$930.4K
172,538
+22%
减持
BILS
SPDR SER TR
-$925.0K
54,368
-15%
增持
ABT
ABBOTT LABS
+$920.5K
53,288
+31%
增持
IWB
ISHARES TR
+$915.3K
20,294
+14%
减持
MCK
MCKESSON CORP
+$909.3K
19,454
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$906.5K
44,447
+6780%
减持
AVUV
AMERICAN CENTY ETF TR
-$901.6K
125,702
-3%
减持
SMH
VANECK ETF TRUST
+$894.3K
25,611
-0%
减持
IVW
ISHARES TR
+$869.8K
109,786
-0%
减持
FELC
FIDELITY COVINGTON TRUST
-$869.3K
5,295
-85%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$858.5K
328,395
-1%
清仓
DNLI
DENALI THERAPEUTICS INC
-$831.1K
0
-100%
增持
MU
Micron Technology Inc
+$819.9K
16,686
+43%
增持
SCHX
SCHWAB STRATEGIC TR
+$810.9K
96,206
+11%
