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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 91
减持 50
方向
标的
Δ市值
现股数(环比)
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$108.9M
204,449
增持
VUG
VANGUARD INDEX FDS
-$87.2M
3,336,464
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$71.1M
5,394,520
+18%
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。
减持
AAPL
APPLE INC
-$65.3M
2,016,719
-2%
减持
AVGO
BROADCOM INC
-$61.9M
879,535
-3%
减持
EFA
ISHARES TR
-$59.0M
268,935
-75%
增持
VIGI
VANGUARD WHITEHALL FDS
+$55.9M
4,298,002
+14%
增持
DFLV
DIMENSIONAL ETF TRUST
+$45.6M
6,473,128
+28%
减持
DIS
DISNEY WALT CO
-$44.3M
91,591
-81%
增持
VOE
VANGUARD INDEX FDS
+$36.8M
1,515,445
+19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$35.2M
5,412,696
+14%
增持
NVDA
NVIDIA CORPORATION
-$34.3M
1,453,222
+2%
增持
IGSB
ISHARES TR
+$32.5M
5,712,698
+11%
增持
GOOGL
ALPHABET INC
-$31.5M
1,045,421
+2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$31.1M
3,016,203
+35%
增持
LLY
ELI LILLY & CO
+$30.9M
69,144
+104%
增持
WELL
WELLTOWER INC
+$27.2M
181,143
+4258%
增持
WM
WASTE MGMT INC DEL
+$27.2M
132,583
+668%
增持
AMZN
AMAZON COM INC
-$27.0M
1,085,574
+2%
减持
HON
HONEYWELL INTL INC
-$25.1M
270,693
-26%
增持
DFIV
DIMENSIONAL ETF TRUST
+$23.8M
3,007,183
+13%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$22.8M
860,783
-38%
增持
VBK
VANGUARD INDEX FDS
+$22.5M
601,701
+31%
增持
VOT
VANGUARD INDEX FDS
+$22.1M
1,061,830
+13%
增持
MSFT
MICROSOFT CORP
-$21.2M
715,551
+4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$21.0M
860,660
+676%
增持
IWP
ISHARES TR
+$19.5M
316,353
+126%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$18.8M
27
+575%
增持
XLK
SELECT SECTOR SPDR TR
-$16.6M
690,537
+1%
增持
—
EXXON MOBIL CORP
+$16.0M
901,263
+6%
增持
VOO
VANGUARD INDEX FDS
+$15.7M
184,743
+26%
增持
JNJ
JOHNSON & JOHNSON
+$14.6M
562,576
+3%
增持
—
ACCENTURE PLC IRELAND
+$14.0M
73,055
+193%
建仓
GIGB
GOLDMAN SACHS ETF TR
+$13.4M
293,259
增持
V
VISA INC
+$13.3M
246,003
+7%
增持
RTX
RTX CORPORATION
+$12.4M
589,007
+4%
减持
MUB
ISHARES TR
-$11.9M
949,055
-10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$11.8M
185,442
+207%
减持
SKYW
SKYWEST INC
-$11.6M
149,214
-39%
减持
CMF
ISHARES TR
-$9.8M
1,274,491
-10%
减持
IWF
ISHARES TR
-$9.5M
178,504
-3%
减持
DFSV
DIMENSIONAL ETF TRUST
-$9.1M
2,028,357
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$8.7M
704,605
+3%
增持
GOVT
ISHARES TR
+$8.6M
5,744,383
+7%
减持
HCA
HCA HEALTHCARE INC
-$8.5M
104,811
-30%
减持
VTV
VANGUARD INDEX FDS
-$8.4M
2,383,097
-4%
减持
MOAT
VANECK ETF TRUST
-$8.0M
263,765
-22%
增持
ABBV
ABBVIE INC
+$7.8M
126,128
+20%
增持
AGG
ISHARES TR
+$7.7M
2,345,970
+1%
增持
MCD
MCDONALDS CORP
+$7.6M
224,203
+4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.5M
1,469,214
+24%
增持
TAXX
BONDBLOXX ETF TRUST
+$7.5M
646,307
+29%
增持
COST
COSTCO WHSL CORP NEW
+$7.0M
139,638
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$6.8M
341,296
+63%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$6.6M
22,990
+3%
减持
MRK
MERCK & CO INC
-$6.3M
150,175
-25%
增持
VWOB
VANGUARD WHITEHALL FDS
+$6.3M
857,792
+11%
增持
CRM
SALESFORCE INC
-$6.1M
107,781
+3%
增持
CVX
CHEVRON CORP NEW
+$6.0M
147,035
+14%
增持
VO
VANGUARD INDEX FDS
+$5.5M
51,092
+75%
增持
SRE
SEMPRA
-$5.4M
357,181
+1%
增持
XLB
SELECT SECTOR SPDR TR
+$5.4M
802,070
+6%
减持
XLY
SELECT SECTOR SPDR TR
-$5.2M
176,834
-1%
增持
WFC
WELLS FARGO CO NEW
+$5.2M
240,236
+40%
增持
XLE
SELECT SECTOR SPDR TR
+$4.8M
564,828
+1%
增持
TSLA
TESLA INC
-$4.8M
91,864
+30%
增持
BLK
BLACKROCK INC
-$4.5M
61,079
+0%
减持
QQQ
INVESCO QQQ TR
-$4.4M
102,385
-0%
增持
AMGN
AMGEN INC
+$4.2M
39,823
+26%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$4.1M
282,081
建仓
BOC
BOSTON OMAHA CORP
+$4.0M
276,668
建仓
TSCO
TRACTOR SUPPLY CO
+$3.8M
68,518
增持
CMCSA
COMCAST CORP NEW
+$3.6M
1,095,934
+12%
增持
SO
SOUTHERN CO
+$3.6M
346,815
+1%
增持
UNP
UNION PAC CORP
+$3.5M
228,764
+3%
减持
ITOT
ISHARES TR
-$3.5M
27,301
-48%
减持
DFAE
DIMENSIONAL ETF TRUST
-$3.4M
359,709
-28%
增持
XLP
SELECT SECTOR SPDR TR
+$3.4M
598,971
+3%
减持
MDYV
SPDR SER TR
-$3.4M
37,163
-52%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.3M
141,540
+15%
增持
VB
VANGUARD INDEX FDS
+$3.3M
117,396
+24%
减持
IEMG
ISHARES INC
-$3.3M
223,216
-24%
减持
ALL
ALLSTATE CORP
+$3.1M
310,027
-2%
增持
SYK
STRYKER CORPORATION
+$3.0M
194,858
+1%
增持
NKE
NIKE INC
-$3.0M
438,092
+8%
减持
MGK
VANGUARD WORLD FD
-$3.0M
80,936
-1%
增持
MCK
MCKESSON CORP
+$2.9M
26,502
+1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.9M
144,061
-1%
减持
ESGD
ISHARES TR
+$2.9M
551,520
-0%
减持
META
META PLATFORMS INC
-$2.8M
187,851
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.7M
50,650
+1208%
增持
VLO
VALERO ENERGY CORP
+$2.7M
193,087
+4%
减持
XIFR
XPLR INFRASTRUCTURE LP
-$2.7M
304,671
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.6M
22,774
+18%
增持
GPN
GLOBAL PMTS INC
-$2.6M
258,964
+4%
建仓
ZS
ZSCALER INC
+$2.5M
12,764
增持
CVS
CVS HEALTH CORP
+$2.5M
106,682
+2%
增持
—
CHUBB LIMITED
+$2.5M
15,230
+99%
减持
IJR
ISHARES TR
-$2.5M
192,125
-2%
增持
ZTS
ZOETIS INC
+$2.4M
259,118
+5%
增持
GOOG
ALPHABET INC
-$2.4M
253,687
+15%
减持
NEE
NEXTERA ENERGY INC
-$2.4M
1,016,640
-2%
增持
AMLP
ALPS ETF TR
+$2.3M
530,502
+1%
建仓
USFD
US FOODS HLDG CORP
+$2.3M
35,393
减持
KRE
SPDR SER TR
-$2.3M
429,602
-3%
增持
EOG
EOG RES INC
+$2.3M
33,715
+100%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.2M
84,258
+25%
减持
SOFI
SOFI TECHNOLOGIES INC
-$2.2M
192,811
-33%
增持
TJX
TJX COS INC NEW
+$2.2M
268,884
+6%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.2M
368,258
-10%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$2.2M
161,649
-2%
增持
ABT
ABBOTT LABS
+$2.1M
63,123
+14%
减持
—
ADVISOR MANAGED PORTFOLIOS
-$2.1M
4,249,115
-1%
增持
ROK
ROCKWELL AUTOMATION INC
-$2.1M
90,516
+2%
增持
GLD
SPDR GOLD TR
+$2.1M
41,663
+1%
增持
—
MEDTRONIC PLC
+$2.0M
34,165
+164%
增持
XYL
XYLEM INC
+$2.0M
166,100
+8%
减持
EFG
ISHARES TR
-$2.0M
224,071
-11%
减持
—
EATON CORP PLC
-$1.9M
30,572
-1%
增持
PAVE
GLOBAL X FDS
-$1.9M
755,241
+0%
减持
LBAY
TIDAL ETF TR
-$1.9M
837,926
-14%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.9M
35,603
+83%
增持
PLD
PROLOGIS INC.
+$1.9M
30,492
+107%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$1.8M
1,253,794
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$1.8M
778,873
-3%
减持
PM
PHILIP MORRIS INTL INC
+$1.8M
47,107
-1%
减持
NVO
NOVO-NORDISK A S
-$1.7M
46,897
-19%
减持
BA
BOEING CO
-$1.7M
20,210
-31%
增持
C
CITIGROUP INC
+$1.7M
60,091
+67%
增持
ANET
ARISTA NETWORKS INC
-$1.7M
57,590
+3%
减持
EMB
ISHARES TR
-$1.7M
28,052
-41%
增持
VXUS
VANGUARD STAR FDS
+$1.6M
100,934
+28%
增持
SPGI
S&P GLOBAL INC
+$1.6M
109,745
+1%
增持
—
ISHARES TR
+$1.6M
534,094
+15%
减持
QUAL
ISHARES TR
-$1.5M
18,693
-29%
增持
ADBE
ADOBE INC
-$1.5M
48,703
+7%
增持
IVV
ISHARES TR
-$1.5M
87,505
+2%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.5M
103,780
-5%
减持
XLC
SELECT SECTOR SPDR TR
-$1.4M
118,514
-11%
减持
IJH
ISHARES TR
-$1.4M
309,728
-1%
减持
FDRR
FIDELITY COVINGTON TRUST
-$1.4M
377,007
-4%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.3M
47,370
增持
CTAS
CINTAS CORP
+$1.3M
51,503
+2%
建仓
WCN
WASTE CONNECTIONS INC
+$1.3M
6,800
减持
UNH
UNITEDHEALTH GROUP INC
+$1.3M
83,141
-0%
增持
PULS
PGIM ETF TR
+$1.3M
398,477
+6%
增持
QCOM
QUALCOMM INC
+$1.3M
109,788
+8%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.3M
8,268
+131%
减持
DFEV
DIMENSIONAL ETF TRUST
-$1.3M
45,510
-52%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$1.2M
79,336
-0%
