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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
25Q4 调仓
2025-06-30 → 2025-12-31 · 共 150 项
建仓 11
增持 94
减持 41
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$1.12B
7,915,910
+254%
增持
VOE
VANGUARD INDEX FDS
+$417.4M
3,906,096
+133%
增持
BIV
VANGUARD BD INDEX FDS
+$202.9M
8,635,792
+42%
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
AAPL
APPLE INC
+$184.5M
2,291,304
+7%
增持
VUG
VANGUARD INDEX FDS
+$171.8M
3,464,230
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$162.9M
6,533,152
+35%
增持
NVDA
NVIDIA CORPORATION
+$154.6M
2,405,666
+29%
增持
DFIV
DIMENSIONAL ETF TRUST
+$151.8M
6,098,853
+71%
增持
IGSB
ISHARES TR
+$147.1M
10,517,099
+36%
减持
GOOGL
ALPHABET INC
+$139.3M
1,056,915
-3%
减持
DFLV
DIMENSIONAL ETF TRUST
-$134.7M
3,126,872
-60%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$92.6M
7,186,168
+21%
增持
DFAT
DIMENSIONAL ETF TRUST
+$72.6M
4,183,471
+28%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$65.1M
850,025
+2465%
减持
IVE
ISHARES TR
-$58.1M
70,862
-81%
增持
VBK
VANGUARD INDEX FDS
+$56.7M
776,329
+21%
减持
IVW
ISHARES TR
-$54.6M
164,192
-76%
增持
GOOG
ALPHABET INC
+$54.4M
355,111
+11%
增持
BND
VANGUARD BD INDEX FDS
+$51.2M
758,193
+1015%
减持
RTX
RTX CORPORATION
-$50.4M
214,251
-65%
减持
AVGO
BROADCOM INC
+$48.8M
856,403
-5%
增持
VOO
VANGUARD INDEX FDS
+$46.5M
353,724
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$44.5M
466,906
+5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$43.3M
934,455
+8581%
增持
VOT
VANGUARD INDEX FDS
+$42.6M
1,405,344
+14%
增持
AGG
ISHARES TR
+$42.5M
2,780,493
+17%
增持
JNJ
JOHNSON & JOHNSON
+$41.2M
627,432
+8%
增持
TAXX
BONDBLOXX ETF TRUST
+$38.4M
1,355,710
+128%
增持
ABBV
ABBVIE INC
+$35.0M
256,734
+101%
增持
XLB
SELECT SECTOR SPDR TR
-$33.7M
910,166
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$32.7M
1,905,347
+65%
减持
CMCSA
COMCAST CORP NEW
-$32.2M
266,031
-76%
增持
SCHW
SCHWAB CHARLES CORP
+$27.0M
306,047
+676%
减持
XOP
SPDR SERIES TRUST
-$26.8M
79,193
-73%
增持
VTIP
VANGUARD MALVERN FDS
+$25.6M
522,421
+9052%
增持
IVV
ISHARES TR
+$25.1M
198,621
+11%
增持
LLY
ELI LILLY & CO
+$24.9M
75,278
+5%
增持
VTI
VANGUARD INDEX FDS
+$23.5M
258,572
+24%
减持
KRE
SPDR SERIES TRUST
-$22.8M
9,415
-98%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$21.5M
103,831
+1437%
增持
AMZN
AMAZON COM INC
+$21.3M
1,217,007
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$21.1M
1,627,052
+93%
增持
—
EXXON MOBIL CORP
+$20.5M
1,005,274
+8%
增持
CL
COLGATE PALMOLIVE CO
+$20.5M
311,469
+587%
增持
WM
WASTE MGMT INC DEL
+$20.3M
245,949
+67%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$19.8M
106,867
+331%
减持
XYL
XYLEM INC
-$19.1M
18,448
-89%
减持
IVLU
ISHARES TR
-$19.1M
23,007
-96%
增持
GOVT
ISHARES TR
+$18.4M
6,570,523
+14%
增持
TSLA
TESLA INC
+$18.3M
113,451
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$18.2M
247,976
+1%
增持
XEL
XCEL ENERGY INC
+$16.9M
549,253
+58%
增持
COST
COSTCO WHSL CORP NEW
-$15.4M
149,784
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$15.1M
358,606
+689%
减持
XLP
SELECT SECTOR SPDR TR
-$14.1M
511,697
-23%
增持
NFLX
NETFLIX INC
+$14.0M
416,347
+2125%
增持
INTU
INTUIT
+$13.8M
28,969
+322%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$13.6M
600,336
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$13.3M
2,138,160
+15%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.1M
36,719
-55%
增持
AMT
AMERICAN TOWER CORP NEW
-$12.7M
286,111
+1%
减持
IEMG
ISHARES INC
-$12.4M
225,292
-51%
增持
PEP
PEPSICO INC
+$12.0M
436,470
+14%
增持
SUB
ISHARES TR
+$11.9M
245,347
+83%
增持
TJX
TJX COS INC NEW
+$11.8M
306,069
+7%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$11.7M
268,909
增持
SCHZ
SCHWAB STRATEGIC TR
+$11.7M
523,420
+2282%
减持
SNOW
SNOWFLAKE INC
-$11.3M
45,071
-52%
清仓
—
ISHARES TR
-$11.2M
0
-100%
建仓
SPTS
SPDR SERIES TRUST
+$11.2M
381,567
增持
WELL
WELLTOWER INC
+$10.3M
214,614
+12%
减持
JPM
JPMORGAN CHASE & CO.
-$10.3M
646,590
-14%
增持
SCHX
SCHWAB STRATEGIC TR
+$9.8M
3,216,726
+2%
增持
VLO
VALERO ENERGY CORP
+$9.5M
226,213
+11%
清仓
—
ISHARES TR
-$9.5M
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$9.5M
213,466
减持
—
ADVISOR MANAGED PORTFOLIOS
+$9.4M
4,090,871
-2%
增持
HCA
HCA HEALTHCARE INC
+$9.1M
104,455
+1%
增持
SPEM
SPDR INDEX SHS FDS
+$9.0M
245,014
+328%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.7M
237,648
+4%
增持
ESGD
ISHARES TR
+$8.3M
620,901
+9%
减持
APH
AMPHENOL CORP NEW
+$8.2M
244,194
-3%
减持
TDG
TRANSDIGM GROUP INC
-$8.1M
918
-85%
增持
DFAE
DIMENSIONAL ETF TRUST
+$8.0M
506,982
+72%
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.9M
1,375,525
+6%
增持
MA
MASTERCARD INCORPORATED
+$7.7M
64,326
+25%
增持
PANW
PALO ALTO NETWORKS INC
+$7.6M
179,052
+44%
清仓
JIG
J P MORGAN EXCHANGE TRADED F
-$7.5M
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$7.2M
120,364
+252%
增持
ZTS
ZOETIS INC
-$7.1M
281,074
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.1M
43,930
+59%
增持
IEFA
ISHARES TR
+$6.9M
312,419
+24%
减持
IUSG
ISHARES TR
-$6.9M
19,116
-72%
减持
IWF
ISHARES TR
+$6.8M
176,020
-2%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$6.7M
362,426
+28%
增持
MU
MICRON TECHNOLOGY INC
+$6.6M
39,975
+3%
增持
JAAA
JANUS DETROIT STR TR
+$6.6M
595,764
+28%
增持
ROK
ROCKWELL AUTOMATION INC
+$6.6M
96,054
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$6.5M
900,006
+14%
增持
ORCL
ORACLE CORP
+$6.5M
178,560
+38%
减持
LBAY
TIDAL TRUST I
-$6.4M
521,205
-33%
减持
VO
VANGUARD INDEX FDS
-$6.3M
38,163
-39%
增持
HON
HONEYWELL INTL INC
-$6.2M
306,642
+8%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$6.1M
160,988
-1%
增持
JMSI
J P MORGAN EXCHANGE TRADED F
+$5.9M
379,716
+42%
增持
—
ASML HOLDING N V
+$5.9M
7,578
+180%
增持
MCD
MCDONALDS CORP
+$5.8M
238,832
+4%
增持
PULS
PGIM ETF TR
+$5.8M
533,930
+29%
建仓
FLRN
SPDR SERIES TRUST
+$5.7M
186,497
增持
SCHF
SCHWAB STRATEGIC TR
+$5.6M
771,325
+32%
减持
QQQ
INVESCO QQQ TR
+$5.5M
129,784
-4%
增持
UNP
UNION PAC CORP
+$5.5M
260,100
+9%
增持
GLD
SPDR GOLD TR
+$5.5M
48,964
+7%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$5.5M
207,892
减持
DFSV
DIMENSIONAL ETF TRUST
-$5.4M
1,538,016
-19%
减持
VWOB
VANGUARD WHITEHALL FDS
-$5.4M
14,761
-85%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$5.4M
0
-100%
增持
BIL
SPDR SERIES TRUST
+$5.3M
520,940
+13%
增持
CAT
CATERPILLAR INC
+$5.3M
22,257
+16%
增持
SYK
STRYKER CORPORATION
-$5.1M
205,954
+5%
增持
SUSB
ISHARES TR
+$5.1M
668,484
+42%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$4.9M
166,219
减持
FISV
FISERV INC
-$4.7M
16,872
-50%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$4.6M
19,895
+313%
减持
GIGB
GOLDMAN SACHS ETF TR
-$4.6M
182,316
-36%
减持
MRK
MERCK & CO INC
+$4.6M
195,734
-3%
减持
IUSB
ISHARES TR
-$4.6M
62,629
-61%
减持
SGOV
ISHARES TR
-$4.5M
11,694
-79%
增持
VXUS
VANGUARD STAR FDS
+$4.2M
166,295
+38%
增持
SPYG
SPDR SERIES TRUST
+$4.2M
70,063
+107%
减持
APD
AIR PRODS & CHEMS INC
-$4.2M
22,998
-34%
减持
MUB
ISHARES TR
-$4.2M
784,953
-7%
减持
DBEF
DBX ETF TR
-$4.2M
96,594
-52%
增持
PH
PARKER-HANNIFIN CORP
+$4.1M
13,197
+24%
增持
MRVL
MARVELL TECHNOLOGY INC
+$4.1M
53,976
+735%
减持
IWD
ISHARES TR
+$4.0M
308,352
-2%
减持
DFIC
DIMENSIONAL ETF TRUST
-$4.0M
673,660
-23%
减持
—
ACCENTURE PLC IRELAND
-$3.8M
76,107
-6%
增持
APO
APOLLO GLOBAL MGMT INC
+$3.8M
30,392
+645%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$3.7M
56,038
增持
GE
GE AEROSPACE
+$3.6M
33,458
+29%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.6M
117,571
+18%
减持
NEE
NEXTERA ENERGY INC
-$3.6M
800,964
-18%
减持
HD
HOME DEPOT INC
-$3.6M
84,499
-5%
建仓
NYM
AB ACTIVE ETFS INC
+$3.6M
142,259
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.6M
142,501
-0%
建仓
NUDM
NUSHARES ETF TR
+$3.5M
97,544
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.5M
322,969
+23%
建仓
SPAB
SPDR SERIES TRUST
+$3.5M
135,491
增持
META
META PLATFORMS INC
+$3.5M
207,297
+15%
