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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 68
减持 70
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$104.8M
3,226,810
+2%
增持
BIV
VANGUARD BD INDEX FDS
+$103.8M
4,575,308
+51%
增持
EFA
ISHARES TR
+$66.2M
1,071,136
+507%
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
VOT
VANGUARD INDEX FDS
+$63.3M
936,468
+31%
建仓
BLK
BLACKROCK INC
+$62.3M
60,780
减持
VTV
VANGUARD INDEX FDS
-$58.5M
2,480,962
-9%
增持
IGSB
ISHARES TR
+$55.5M
5,158,068
+29%
增持
AGG
ISHARES TR
+$53.4M
2,315,491
+37%
增持
VOE
VANGUARD INDEX FDS
+$51.0M
1,276,253
+38%
增持
DFLV
DIMENSIONAL ETF TRUST
+$45.6M
5,072,131
+46%
减持
AVGO
BROADCOM INC
+$45.1M
902,292
-5%
减持
DFAI
DIMENSIONAL ETF TRUST
-$32.3M
1,299,556
-41%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$30.6M
1,392,566
+104%
减持
AAPL
APPLE INC
+$30.0M
2,049,802
-1%
增持
VOO
VANGUARD INDEX FDS
+$28.7M
146,996
+54%
减持
AMZN
AMAZON COM INC
+$26.9M
1,064,585
-4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$26.8M
3,757,454
+21%
减持
EFV
ISHARES TR
-$26.0M
568,756
-41%
减持
SSD
SIMPSON MFG INC
-$24.7M
12,312
-91%
增持
DFAT
DIMENSIONAL ETF TRUST
+$21.4M
2,231,308
+21%
减持
GOOGL
ALPHABET INC
+$21.2M
1,020,401
-2%
增持
VBK
VANGUARD INDEX FDS
+$20.1M
460,505
+13%
增持
TAXX
BONDBLOXX ETF TRUST
+$19.8M
500,615
+371%
减持
QAI
NEW YORK LIFE INVESTMENTS ET
-$19.8M
10,762
-98%
减持
JPM
JPMORGAN CHASE & CO.
+$17.8M
684,934
-1%
减持
HCA
HCA HEALTHCARE INC
-$16.6M
148,846
-1%
减持
EFG
ISHARES TR
-$16.2M
252,324
-33%
减持
DFAE
DIMENSIONAL ETF TRUST
-$16.0M
501,220
-52%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.9M
4,762,715
+18%
减持
IEMG
ISHARES INC
-$15.6M
293,305
-46%
减持
SPY
SPDR S&P 500 ETF TR
-$15.3M
386,193
-8%
增持
AMT
AMERICAN TOWER CORP NEW
-$15.0M
332,640
+2%
减持
NEE
NEXTERA ENERGY INC
-$14.9M
1,038,282
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$14.6M
2,665,257
+27%
减持
NVDA
NVIDIA CORPORATION
+$12.8M
1,427,979
-3%
增持
TSLA
TESLA INC
+$11.1M
70,718
+6%
减持
—
EXXON MOBIL CORP
-$9.9M
847,789
-2%
增持
MUB
ISHARES TR
+$9.8M
1,050,511
+12%
减持
JNJ
JOHNSON & JOHNSON
-$9.6M
544,338
-0%
减持
IVV
ISHARES TR
-$9.4M
86,045
-17%
减持
MSFT
MICROSOFT CORP
-$9.3M
687,532
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$8.4M
83,544
-4%
减持
IWF
ISHARES TR
-$8.2M
184,040
-16%
增持
VWOB
VANGUARD WHITEHALL FDS
+$7.6M
772,884
+25%
增持
HON
HONEYWELL INTL INC
+$7.5M
364,659
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.4M
1,183,027
+21%
增持
ZTS
ZOETIS INC
-$7.1M
247,100
+2%
增持
CRM
SALESFORCE INC
+$7.0M
104,899
+2%
清仓
—
ISHARES TR
-$6.8M
0
-100%
增持
XLB
SELECT SECTOR SPDR TR
-$6.7M
755,687
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$6.7M
684,800
+1%
减持
PEP
PEPSICO INC
-$6.5M
351,623
-0%
减持
LBAY
TIDAL ETF TR
-$6.2M
970,220
-10%
建仓
ANET
ARISTA NETWORKS INC
+$6.2M
55,874
清仓
—
ARISTA NETWORKS INC
-$6.1M
0
-100%
减持
FAX
ABRDN ASIA PACIFIC INCOME FU
-$5.9M
834,382
-20%
减持
DFSV
DIMENSIONAL ETF TRUST
-$5.9M
2,151,513
-8%
减持
FICO
FAIR ISAAC CORP
-$5.8M
3,444
-47%
增持
MDYV
SPDR SER TR
+$5.8M
77,943
+1183%
减持
DIS
DISNEY WALT CO
+$5.7M
478,883
-3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$5.7M
621,555
+72%
增持
CMF
ISHARES TR
+$5.4M
1,422,978
+9%
清仓
—
ISHARES TR
-$5.3M
0
-100%
减持
V
VISA INC
+$5.2M
230,691
-6%
减持
MRK
MERCK & CO INC
-$4.8M
199,213
-8%
增持
XLY
SELECT SECTOR SPDR TR
+$4.6M
178,664
+1%
减持
CMCSA
COMCAST CORP NEW
-$4.5M
981,256
-1%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$4.3M
313,249
-13%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.2M
189,436
+644%
减持
SHW
SHERWIN WILLIAMS CO
-$4.2M
7,704
-57%
增持
ITOT
ISHARES TR
+$4.2M
52,800
+154%
增持
NKE
NIKE INC
-$4.1M
407,012
+3%
减持
NVO
NOVO-NORDISK A S
-$4.0M
58,105
-23%
增持
IEFA
ISHARES TR
+$4.0M
135,192
+91%
减持
XYL
XYLEM INC
-$3.9M
153,543
-4%
增持
LLY
ELI LILLY & CO
-$3.8M
33,937
+0%
增持
NFLX
NETFLIX INC
+$3.8M
17,592
+5%
减持
AMAT
APPLIED MATLS INC
-$3.7M
64,369
-8%
减持
SO
SOUTHERN CO
-$3.7M
343,633
-3%
减持
—
ADVISOR MANAGED PORTFOLIOS
-$3.7M
4,287,136
-1%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.7M
0
-100%
清仓
TLS
TELOS CORP MD
-$3.7M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.6M
60,402
-9%
减持
ADBE
ADOBE INC
-$3.5M
45,346
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$3.5M
2,919
-83%
减持
MCD
MCDONALDS CORP
-$3.4M
215,408
-0%
减持
META
META PLATFORMS INC
-$3.4M
189,774
-5%
建仓
LRCX
LAM RESEARCH CORP
+$3.4M
46,694
减持
CVS
CVS HEALTH CORP
-$3.1M
104,918
-16%
清仓
ENSG
ENSIGN GROUP INC
-$3.1M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.0M
29,153
-36%
增持
RTX
RTX CORPORATION
-$2.9M
567,351
+0%
增持
MCK
MCKESSON CORP
+$2.9M
26,125
+8%
减持
SKYW
SKYWEST INC
+$2.9M
246,277
-4%
建仓
IBHF
ISHARES TR
+$2.8M
121,129
增持
PULS
PGIM ETF TR
+$2.7M
374,178
+18%
增持
XLF
SELECT SECTOR SPDR TR
+$2.7M
291,984
+16%
增持
UNP
UNION PAC CORP
-$2.7M
221,501
+3%
减持
UBER
UBER TECHNOLOGIES INC
-$2.7M
64,841
-26%
减持
FLEE
FRANKLIN TEMPLETON ETF TR
-$2.6M
710,346
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.6M
408,444
+385%
增持
DGRO
ISHARES TR
+$2.6M
126,742
+53%
减持
SPGI
S&P GLOBAL INC
-$2.6M
108,747
-1%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$2.6M
1,229,803
+7%
增持
—
ISHARES TR
+$2.5M
466,300
+31%
减持
MOAT
VANECK ETF TRUST
-$2.5M
336,389
-3%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.5M
110,936
+843%
减持
—
ACCENTURE PLC IRELAND
-$2.5M
24,935
-22%
建仓
HEI
HEICO CORP NEW
+$2.5M
10,475
建仓
DFEV
DIMENSIONAL ETF TRUST
+$2.5M
94,729
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.4M
65,339
+134%
减持
QQQ
INVESCO QQQ TR
-$2.4M
102,584
-9%
减持
AMGN
AMGEN INC
-$2.4M
31,506
-4%
减持
IWD
ISHARES TR
-$2.3M
318,876
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.3M
275,135
+68%
增持
EMB
ISHARES TR
+$2.3M
47,779
+126%
增持
WMT
WALMART INC
+$2.2M
179,650
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.2M
123,192
-7%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.2M
146,117
+3%
增持
AXP
AMERICAN EXPRESS CO
+$2.1M
26,641
+25%
减持
GPN
GLOBAL PMTS INC
+$2.1M
249,155
-1%
增持
QUAL
ISHARES TR
+$2.0M
26,295
+79%
增持
VXUS
VANGUARD STAR FDS
+$2.0M
78,582
+93%
增持
SLYV
SPDR SER TR
+$2.0M
29,577
+314%
增持
PANW
PALO ALTO NETWORKS INC
+$1.9M
106,508
+109%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.9M
89,045
+2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.9M
285,086
+54%
减持
CVIE
MORGAN STANLEY ETF TRUST
-$1.9M
52,507
-34%
减持
HD
HOME DEPOT INC
-$1.8M
74,535
-2%
减持
GILD
GILEAD SCIENCES INC
-$1.8M
29,304
-46%
减持
GPC
GENUINE PARTS CO
-$1.8M
5,193
-70%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.8M
15,858
-2%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
188,095
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.7M
9,937
-59%
减持
KO
COCA COLA CO
-$1.7M
111,569
-8%
增持
VLO
VALERO ENERGY CORP
-$1.7M
186,085
+2%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.7M
248,502
+57%
减持
GD
GENERAL DYNAMICS CORP
-$1.7M
14,517
-20%
减持
BAC
BANK AMERICA CORP
+$1.7M
447,303
-1%
增持
GOVT
ISHARES TR
+$1.7M
5,373,142
+3%
减持
VGT
VANGUARD WORLD FD
-$1.7M
11,595
-23%
增持
SPYD
SPDR SER TR
+$1.7M
76,155
+112%
减持
SYK
STRYKER CORPORATION
-$1.6M
193,142
-2%
减持
MGK
VANGUARD WORLD FD
+$1.6M
81,466
-1%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$1.5M
1,408,827
+7%
增持
XLP
SELECT SECTOR SPDR TR
-$1.5M
579,145
+2%
增持
XLC
SELECT SECTOR SPDR TR
+$1.5M
132,997
+6%
减持
COST
COSTCO WHSL CORP NEW
+$1.5M
136,542
-2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.5M
40,260
+119%
增持
IWP
ISHARES TR
+$1.5M
139,776
+1%
