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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 10
增持 116
减持 23
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$281.0M
3,463,113
+4%
增持
NVDA
NVIDIA CORPORATION
+$136.5M
1,860,996
+28%
增持
MSFT
MICROSOFT CORP
+$127.8M
796,992
+11%
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
IGSB
ISHARES TR
+$109.9M
7,752,802
+36%
增持
AVGO
BROADCOM INC
+$100.3M
898,247
+2%
增持
VOT
VANGUARD INDEX FDS
+$89.9M
1,229,552
+16%
增持
VOO
VANGUARD INDEX FDS
+$80.4M
308,707
+67%
增持
VIGI
VANGUARD WHITEHALL FDS
+$78.1M
4,821,980
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$70.6M
841,838
+22%
增持
SCHX
SCHWAB STRATEGIC TR
+$70.4M
3,142,472
+976%
增持
IVE
ISHARES TR
+$65.1M
373,966
+796%
增持
IVW
ISHARES TR
+$64.1M
679,544
+488%
增持
IVV
ISHARES TR
+$61.8M
178,759
+104%
增持
BIV
VANGUARD BD INDEX FDS
+$56.5M
6,071,963
+13%
增持
AMZN
AMAZON COM INC
+$53.1M
1,183,402
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$48.7M
5,938,667
+10%
减持
VWOB
VANGUARD WHITEHALL FDS
-$48.6M
98,490
-89%
增持
SPY
SPDR S&P 500 ETF TR
+$46.5M
443,374
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$45.8M
754,053
+7%
增持
DFLV
DIMENSIONAL ETF TRUST
+$43.7M
7,789,534
+20%
增持
DFIV
DIMENSIONAL ETF TRUST
+$34.2M
3,561,564
+18%
增持
VOE
VANGUARD INDEX FDS
+$32.2M
1,674,933
+11%
增持
GOOGL
ALPHABET INC
+$29.8M
1,086,726
+4%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$29.2M
1,863,913
+49%
增持
VBK
VANGUARD INDEX FDS
+$26.3M
642,042
+7%
增持
QQQ
INVESCO QQQ TR
+$26.2M
134,517
+31%
减持
META
META PLATFORMS INC
+$25.1M
180,668
-4%
增持
APH
AMPHENOL CORP NEW
+$23.9M
251,624
+1704%
建仓
JAAA
JANUS DETROIT STR TR
+$23.5M
463,717
减持
GPN
GLOBAL PMTS INC
-$23.1M
27,934
-89%
增持
XEL
Xcel Energy Inc
+$23.0M
347,699
+3325%
建仓
SNOW
Snowflake Inc
+$21.2M
94,722
增持
DFAT
DIMENSIONAL ETF TRUST
+$21.2M
3,270,120
+8%
减持
SRE
SEMPRA
-$20.6M
64,325
-82%
减持
MOAT
VANECK ETF TRUST
-$20.1M
32,925
-88%
增持
IVLU
ISHARES TR
+$19.8M
606,588
+9998%
增持
STZ
CONSTELLATION BRANDS INC
+$18.8M
122,187
+1967%
减持
UNH
Unitedhealth Group Inc
-$18.3M
80,846
-3%
增持
MA
MASTERCARD INCORPORATED
+$18.3M
51,578
+163%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$17.7M
249,433
增持
GOOG
ALPHABET INC
+$17.4M
321,259
+27%
增持
IJR
ISHARES TR
+$16.8M
337,113
+75%
减持
VTV
VANGUARD INDEX FDS
-$16.7M
2,234,873
-6%
增持
AMD
Advanced Micro Devices Inc
+$15.9M
246,086
+33%
增持
IEMG
ISHARES INC
+$15.5M
459,637
+106%
建仓
IBDW
ISHARES TR
+$14.5M
688,345
建仓
IBDV
ISHARES TR
+$14.4M
653,952
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$13.6M
283,259
+1062%
增持
V
VISA INC
+$13.2M
279,884
+14%
增持
KKR
KKR & CO INC
+$13.1M
103,973
+1526%
增持
URI
UNITED RENTALS INC
+$13.0M
18,775
+958%
增持
IEFA
ISHARES TR
+$12.6M
251,779
+125%
增持
COST
COSTCO WHSL CORP NEW
+$12.5M
146,017
+5%
增持
FNDX
SCHWAB STRATEGIC TR
+$12.3M
574,387
+665%
增持
SCHG
SCHWAB STRATEGIC TR
+$12.3M
736,753
+100%
增持
IWF
ISHARES TR
+$12.1M
180,225
+1%
增持
IJH
ISHARES TR
+$12.0M
485,256
+57%
增持
ORCL
Oracle Corp
+$11.9M
129,618
+11%
减持
MUB
ISHARES TR
-$11.8M
844,683
-11%
增持
RTX
RTX CORPORATION
+$11.7M
614,197
+4%
增持
IBDR
ISHARES TR
+$11.5M
621,930
+324%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.3M
966,448
+12%
增持
XLF
SELECT SECTOR SPDR TR
+$10.7M
460,217
+71%
增持
AME
Ametek Inc
+$10.5M
66,802
+644%
增持
IWM
ISHARES TR
+$10.2M
89,735
+96%
增持
EFV
ISHARES TR
+$10.2M
630,080
+25%
减持
BIL
SPDR SERIES TRUST
-$10.0M
460,935
-19%
增持
ABT
ABBOTT LABS
+$9.7M
133,184
+111%
减持
IWP
ISHARES TR
-$9.6M
198,690
-37%
增持
AAPL
APPLE INC
-$9.6M
2,136,596
+6%
增持
VTI
VANGUARD INDEX FDS
+$9.5M
207,993
+6%
增持
NFLX
Netflix Inc
+$9.3M
18,715
+11%
增持
ECL
Ecolab Inc
+$8.9M
46,174
+234%
增持
TSLA
TESLA INC
+$8.9M
102,944
+12%
增持
RSG
REPUBLIC SVCS INC
+$8.9M
39,999
+872%
建仓
DBEF
DBX ETF TR
+$8.8M
201,161
增持
HON
HONEYWELL INTL INC
+$8.7M
283,666
+5%
增持
SPGI
S&P Global Inc
+$8.7M
122,276
+11%
增持
XLV
SELECT SECTOR SPDR TR
+$8.6M
133,390
+107%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$8.2M
18,738
-94%
增持
FNDE
SCHWAB STRATEGIC TR
+$8.1M
306,241
+371%
增持
IUSG
ISHARES TR
+$8.1M
67,087
+329%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.8M
495,271
+162%
增持
BLK
BlackRock Inc
+$7.7M
62,463
+2%
增持
PG
PROCTER AND GAMBLE CO
+$7.5M
161,915
+51%
建仓
JIG
J P MORGAN EXCHANGE TRADED F
+$7.5M
104,202
增持
ROK
ROCKWELL AUTOMATION INC
+$7.4M
92,715
+2%
增持
IUSB
ISHARES TR
+$7.2M
161,712
+2188%
增持
XLY
SELECT SECTOR SPDR TR
+$7.1M
193,559
+9%
增持
XLC
SELECT SECTOR SPDR TR
+$7.1M
170,761
+44%
增持
—
EXXON MOBIL CORP
-$6.7M
932,093
+3%
增持
WFC
WELLS FARGO CO NEW
+$6.7M
298,319
+24%
增持
SUB
ISHARES TR
+$6.6M
134,403
+85%
增持
IBDS
ISHARES TR
+$6.5M
391,528
+215%
增持
XLI
SELECT SECTOR SPDR TR
+$6.4M
96,705
+61%
建仓
VRSK
VERISK ANALYTICS INC
+$6.4M
20,430
减持
CSCO
CISCO SYS INC
+$6.3M
1,141,007
-3%
增持
XLB
SELECT SECTOR SPDR TR
+$6.0M
853,504
+6%
增持
GS
Goldman Sachs Group Inc
+$5.6M
13,184
+95%
增持
ESGD
ISHARES TR
+$5.6M
568,174
+3%
增持
NKE
NIKE INC
+$5.6M
470,539
+7%
增持
APD
AIR PRODS & CHEMS INC
+$5.5M
35,015
+135%
增持
WMT
WALMART INC
+$5.4M
219,435
+20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.3M
160,228
+13%
减持
—
ADVISOR MANAGED PORTFOLIOS
+$5.3M
4,175,850
-2%
减持
CMF
ISHARES TR
-$5.1M
1,195,011
-6%
增持
PH
PARKER-HANNIFIN CORP
+$5.1M
10,676
+175%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.0M
53,219
+98%
增持
VB
VANGUARD INDEX FDS
+$5.0M
130,793
+11%
增持
SYK
STRYKER CORPORATION
+$4.9M
195,798
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$4.9M
664,509
+11%
增持
PANW
Palo Alto Networks Inc
+$4.9M
124,048
+3%
增持
JNJ
Johnson & Johnson
-$4.7M
580,128
+3%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.7M
143,056
-1%
增持
DHR
DANAHER CORPORATION
+$4.6M
51,973
+89%
增持
—
ISHARES TR
+$4.6M
378,089
+92%
减持
MGK
VANGUARD WORLD FD
+$4.5M
80,507
-1%
增持
SGOV
ISHARES TR
+$4.3M
55,878
+309%
减持
NEE
NEXTERA ENERGY INC
-$4.2M
977,659
-4%
增持
VO
VANGUARD INDEX FDS
+$4.2M
62,084
+22%
减持
PAVE
GLOBAL X FDS
+$4.0M
745,542
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.9M
46,361
+17%
增持
IUSV
ISHARES TR
+$3.7M
75,182
+101%
增持
PEP
PEPSICO INC
-$3.6M
383,709
+6%
建仓
MBSF
VALUED ADVISERS TR
+$3.5M
138,604
减持
HCA
HCA HEALTHCARE INC
+$3.5M
103,646
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.5M
30,129
+72%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$3.4M
76,810
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.3M
876,069
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$3.3M
87,064
+80%
增持
SCHV
SCHWAB STRATEGIC TR
+$3.1M
248,503
+75%
增持
AGG
ISHARES TR
+$3.1M
2,370,636
+1%
增持
WM
WASTE MGMT INC DEL
+$3.1M
147,524
+11%
增持
CVX
CHEVRON CORP NEW
-$3.0M
150,527
+2%
减持
DFAI
DIMENSIONAL ETF TRUST
+$3.0M
1,153,664
-2%
增持
IWY
ISHARES TR
+$2.9M
13,140
+655%
增持
MCD
MCDONALDS CORP
-$2.9M
229,893
+3%
增持
PWR
QUANTA SVCS INC
+$2.8M
13,533
+49%
增持
ABBV
ABBVIE INC
-$2.8M
127,442
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.7M
27,623
+27%
增持
IYW
ISHARES TR
+$2.6M
28,808
+72%
减持
MRVL
MARVELL TECHNOLOGY INC
-$2.6M
6,468
-87%
增持
BAC
BANK AMERICA CORP
+$2.6M
464,672
+0%
减持
—
EATON CORP PLC
+$2.6M
30,544
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.6M
14,847
+5%
减持
LBAY
TIDAL TRUST I
-$2.6M
776,866
-7%
增持
MRK
MERCK & CO INC
+$2.5M
202,312
+35%
增持
MPC
MARATHON PETE CORP
+$2.5M
33,446
+61%
清仓
ZS
ZSCALER INC
-$2.5M
0
-100%
增持
HD
HOME DEPOT INC
+$2.5M
89,019
+8%
