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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 21
增持 116
减持 11
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
—
ADVISOR MANAGED PORTFOLIOS
+$182.3M
4,327,742
增持
VUG
VANGUARD INDEX FDS
+$104.3M
3,176,728
+7%
增持
AAPL
APPLE INC
+$77.2M
2,074,299
+8%
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
BIV
VANGUARD BD INDEX FDS
+$73.8M
3,037,989
+39%
增持
VTV
VANGUARD INDEX FDS
+$63.0M
2,741,128
+6%
增持
VIGI
VANGUARD WHITEHALL FDS
+$57.1M
3,101,521
+16%
增持
VOT
VANGUARD INDEX FDS
+$55.3M
715,993
+38%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$48.4M
4,050,806
+22%
清仓
—
BlackRock Inc
-$47.3M
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$45.5M
927,092
+27%
增持
XLK
SELECT SECTOR SPDR TR
+$43.2M
675,696
+40%
增持
XLE
SELECT SECTOR SPDR TR
+$40.1M
555,109
+487%
增持
IGSB
ISHARES TR
+$35.6M
4,010,083
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$34.8M
421,082
+11%
增持
VBK
VANGUARD INDEX FDS
+$34.8M
407,114
+37%
建仓
PAVE
GLOBAL X FDS
+$31.0M
753,239
增持
DFLV
DIMENSIONAL ETF TRUST
+$29.6M
3,462,912
+30%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$28.6M
142,353
增持
MGK
VANGUARD WORLD FD
+$25.8M
82,081
+4075%
增持
META
META PLATFORMS INC
+$24.9M
200,006
+13%
增持
SSD
SIMPSON MFG INC
+$24.6M
139,828
+1020%
增持
KRE
SPDR SER TR
+$24.4M
449,844
+1911%
增持
AMLP
ALPS ETF TR
+$23.9M
511,442
+10423%
增持
VOO
VANGUARD INDEX FDS
+$23.5M
95,695
+77%
建仓
FLEE
FRANKLIN TEMPLETON ETF TR
+$22.3M
720,642
增持
DFAT
DIMENSIONAL ETF TRUST
+$21.9M
1,848,655
+18%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$21.7M
169,423
-52%
增持
CRM
SALESFORCE INC
+$20.3M
102,393
+241%
增持
IWF
ISHARES TR
+$19.5M
218,669
+27%
增持
XOP
SPDR SER TR
+$19.3M
281,677
+131%
增持
ADBE
ADOBE INC
+$18.7M
45,738
+412%
建仓
FAX
ABRDN ASIA PACIFIC INCOME FU
+$18.2M
1,047,760
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$17.6M
17,423
-97%
增持
DFIV
DIMENSIONAL ETF TRUST
+$17.6M
2,100,342
+21%
增持
IVV
ISHARES TR
+$16.3M
104,160
+30%
增持
PANW
PALO ALTO NETWORKS INC
+$15.8M
51,002
+967%
建仓
PULS
PGIM ETF TR
+$15.8M
317,571
增持
JNJ
JOHNSON & JOHNSON
+$15.2M
544,719
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$15.0M
694,179
+7%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$14.8M
79,739
+3690%
增持
AMT
AMERICAN TOWER CORP NEW
+$14.7M
326,920
+4%
增持
MCD
MCDONALDS CORP
+$14.3M
216,186
+7%
增持
GOOGL
ALPHABET INC
+$13.7M
1,036,909
+19%
增持
RTX
RTX CORPORATION
+$13.6M
565,919
+3%
增持
AGG
ISHARES TR
+$13.5M
1,688,763
+4%
增持
COST
COSTCO WHSL CORP NEW
+$13.4M
139,423
+8%
建仓
EMO
CLEARBRIDGE ENERGY MIDSTRM O
+$13.0M
308,630
增持
BIL
SPDR SER TR
+$12.6M
583,765
+31%
增持
AVGO
BROADCOM INC
+$12.1M
951,118
+905%
增持
CSCO
CISCO SYS INC
+$11.6M
1,345,204
+7%
增持
—
EXXON MOBIL CORP
+$11.5M
862,807
+11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.2M
261,230
+240%
减持
HCA
HCA HEALTHCARE INC
-$11.1M
150,705
-33%
增持
IJR
ISHARES TR
+$10.9M
192,954
+76%
增持
ALL
ALLSTATE CORP
+$10.8M
323,977
+2%
增持
QQQ
INVESCO QQQ TR
+$10.7M
112,364
+22%
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$10.6M
347,114
增持
XLB
SELECT SECTOR SPDR TR
+$10.5M
729,554
+8%
增持
NVDA
NVIDIA CORPORATION
+$10.2M
1,473,805
+8%
建仓
HEZU
ISHARES TR
+$9.9M
269,611
增持
SPGI
S&P GLOBAL INC
+$9.5M
109,787
+4%
增持
GOVT
ISHARES TR
+$8.9M
5,193,828
+4%
增持
NKE
NIKE INC
+$8.8M
395,123
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.1M
86,650
+4%
增持
OEF
ISHARES TR
+$8.0M
32,224
+815%
增持
VTI
VANGUARD INDEX FDS
+$7.9M
186,227
+11%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$7.9M
140,723
+6755%
建仓
IEO
ISHARES TR
+$7.7M
84,092
增持
VWOB
VANGUARD WHITEHALL FDS
+$7.6M
620,528
+16%
增持
V
VISA INC
+$7.6M
246,217
+8%
增持
CMCSA
COMCAST CORP NEW
+$7.6M
989,106
+15%
建仓
USMC
PRINCIPAL EXCHANGE TRADED FD
+$7.5M
131,410
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$7.5M
156,018
增持
HD
HOME DEPOT INC
+$7.5M
76,046
+12%
增持
ZTS
ZOETIS INC
+$7.4M
242,602
+5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$7.3M
84,411
+3225%
减持
NEE
NEXTERA ENERGY INC
+$7.1M
1,057,005
-9%
增持
UNP
UNION PAC CORP
+$7.1M
215,871
+6%
增持
IWD
ISHARES TR
+$6.9M
323,336
+4%
增持
IWP
ISHARES TR
+$6.8M
138,549
+62%
增持
SYK
STRYKER CORPORATION
+$6.7M
196,791
+4%
增持
AMZN
AMAZON COM INC
+$6.3M
1,108,900
+7%
建仓
—
ARISTA NETWORKS INC
+$6.1M
15,893
建仓
FLGB
FRANKLIN TEMPLETON ETF TR
+$6.0M
210,706
增持
XLP
SELECT SECTOR SPDR TR
+$5.8M
566,932
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.8M
270,543
+94%
增持
INDA
ISHARES TR
+$5.7M
98,750
+4857%
增持
SHW
SHERWIN WILLIAMS CO
+$5.6M
17,848
+358%
建仓
TAXX
BONDBLOXX ETF TRUST
+$5.4M
106,325
增持
MUB
ISHARES TR
+$5.4M
940,337
+4%
增持
PEP
PEPSICO INC
+$5.2M
352,809
+6%
增持
XLY
SELECT SECTOR SPDR TR
+$5.1M
177,075
+6%
增持
TJX
TJX COS INC NEW
+$5.0M
250,142
+13%
增持
TSLA
TESLA INC
+$4.9M
66,870
+5%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$4.8M
22,056
+13%
增持
SO
SOUTHERN CO
+$4.7M
354,881
+1%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$4.6M
1,152,941
+6%
增持
MOAT
VANECK ETF TRUST
+$4.4M
347,904
+3%
增持
IJH
ISHARES TR
+$4.3M
325,547
+19%
增持
ORCL
ORACLE CORP
+$4.2M
94,646
+12%
增持
ABBV
ABBVIE INC
+$4.2M
100,347
+10%
增持
EWJ
ISHARES INC
+$4.2M
60,053
+3966%
增持
ESGD
ISHARES TR
+$4.2M
515,167
+4%
清仓
—
LAM RESEARCH CORP
-$4.1M
0
-100%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$4.0M
38,150
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$3.8M
36,725
+2297%
增持
—
ACCENTURE PLC IRELAND
+$3.8M
31,967
+29%
增持
—
EATON CORP PLC
+$3.8M
30,080
+52%
建仓
WRB
BERKLEY W R CORP
+$3.7M
65,736
建仓
TLS
TELOS CORP MD
+$3.7M
1,020,854
增持
CMF
ISHARES TR
+$3.6M
1,309,215
+3%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$3.5M
17,278
+544%
增持
BKNG
BOOKING HOLDINGS INC
+$3.4M
1,600
+92%
增持
FICO
FAIR ISAAC CORP
+$3.4M
6,518
+5%
建仓
TY
TRI CONTL CORP
+$3.4M
103,243
减持
QAI
NEW YORK LIFE INVESTMENTS ET
-$3.4M
627,520
-17%
增持
SRE
SEMPRA
+$3.3M
358,907
+2%
建仓
IMCV
ISHARES TR
+$3.3M
43,262
增持
EEM
ISHARES TR
+$3.3M
144,583
+83%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$3.2M
41,234
增持
CAT
CATERPILLAR INC
+$3.2M
18,032
+55%
增持
LMT
LOCKHEED MARTIN CORP
+$3.1M
15,634
+21%
增持
VTEB
VANGUARD MUN BD FDS
+$3.1M
772,084
+6%
减持
LOW
LOWES COS INC
+$3.1M
72,153
-3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$3.1M
163,772
+1003%
增持
IWN
ISHARES TR
+$3.0M
67,383
+25%
减持
DFAI
DIMENSIONAL ETF TRUST
-$3.0M
2,211,105
-10%
增持
GPN
GLOBAL PMTS INC
+$3.0M
252,173
+7%
减持
EFV
ISHARES TR
-$3.0M
970,433
-12%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$3.0M
12,946
-25%
增持
PM
PHILIP MORRIS INTL INC
+$2.9M
44,042
+86%
增持
MSFT
MICROSOFT CORP
+$2.9M
694,975
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.9M
174,763
+372%
增持
WMT
WALMART INC
+$2.9M
173,231
+6%
增持
HON
HONEYWELL INTL INC
+$2.9M
362,413
+7%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$2.9M
184,716
+374%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.8M
33,254
+10%
增持
CSX
CSX CORP
+$2.7M
124,036
+167%
减持
DFAE
DIMENSIONAL ETF TRUST
-$2.7M
1,046,370
-14%
增持
MA
MASTERCARD INCORPORATED
+$2.6M
19,917
+22%
增持
VBR
VANGUARD INDEX FDS
+$2.6M
44,531
+28%
增持
INTU
INTUIT
+$2.5M
9,987
+79%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
682,130
+1%
增持
VB
VANGUARD INDEX FDS
+$2.5M
98,994
+3%
减持
BA
BOEING CO
-$2.4M
28,995
-23%
增持
KO
COCA COLA CO
+$2.4M
120,702
+23%
增持
DIS
DISNEY WALT CO
+$2.4M
494,632
+9%
增持
EFA
ISHARES TR
+$2.4M
176,539
+12%
增持
MO
ALTRIA GROUP INC
+$2.4M
81,119
+113%
增持
IVOV
VANGUARD ADMIRAL FDS INC
+$2.4M
29,511
+514%
