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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 93
减持 38
清仓 1
方向
标的
Δ市值
现股数(环比)
清仓
—
ADVISOR MANAGED PORTFOLIOS
-$191.3M
0
-100%
建仓
BLCV
BLACKROCK ETF TRUST
+$186.9M
5,174,560
增持
VTV
VANGUARD INDEX FDS
+$139.9M
8,418,734
+6%
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
+$117.8M
10,240,765
+19%
增持
IVV
ISHARES TR
+$114.1M
382,980
+93%
增持
VUG
VANGUARD INDEX FDS
-$95.2M
3,651,263
+5%
增持
MSFT
MICROSOFT CORP
-$87.0M
831,319
+2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$77.1M
7,226,755
+18%
增持
VOE
VANGUARD INDEX FDS
+$70.1M
4,140,038
+6%
增持
VOO
VANGUARD INDEX FDS
+$68.5M
485,913
+37%
增持
IGSB
ISHARES TR
+$59.9M
11,720,729
+11%
增持
AVDV
AMERICAN CENTY ETF TR
+$50.7M
532,125
+1936%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$48.8M
111,747
+235%
建仓
JMBS
JANUS DETROIT STR TR
+$46.3M
1,025,837
减持
AVGO
BROADCOM INC
-$45.2M
811,673
-5%
减持
—
EXXON MOBIL CORP
+$44.6M
976,115
-3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$43.0M
7,239,592
+11%
增持
AAPL
APPLE INC
-$40.1M
2,296,297
+0%
增持
AGG
ISHARES TR
+$39.0M
3,190,653
+15%
减持
AMT
AMERICAN TOWER CORP
-$36.3M
80,953
-72%
减持
GOOGL
ALPHABET INC
-$30.0M
1,046,211
-1%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$28.9M
704,102
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$28.4M
7,672,486
+7%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$28.3M
445,988
-4%
增持
AVUS
AMERICAN CENTY ETF TR
+$27.4M
249,495
+7656%
增持
DFAS
DIMENSIONAL ETF TRUST
+$26.6M
677,210
+119%
增持
XLE
SELECT SECTOR SPDR TR
+$26.1M
1,271,555
+10%
增持
VXF
VANGUARD INDEX FDS
+$24.3M
168,307
+240%
建仓
EDV
VANGUARD WORLD FD
+$23.7M
364,974
增持
JAAA
JANUS DETROIT STR TR
+$22.6M
1,046,748
+76%
减持
ALL
ALLSTATE CORP
-$22.6M
203,744
-35%
增持
VGT
VANGUARD WORLD FD
+$21.5M
46,833
+215%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$21.3M
585,773
-31%
减持
JNJ
JOHNSON & JOHNSON
+$19.7M
611,615
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$19.6M
1,299,844
+44%
增持
DFAT
DIMENSIONAL ETF TRUST
+$19.5M
4,301,015
+3%
减持
VLO
VALERO ENERGY CORP
+$18.7M
224,571
-1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$18.6M
148,308
-1%
增持
BND
VANGUARD BD INDEX FDS
+$17.8M
1,004,275
+32%
建仓
PRAY
FIS TR
+$17.7M
549,942
增持
DFSI
DIMENSIONAL ETF TRUST
+$17.4M
416,169
+7364%
增持
PLD
PROLOGIS INC.
+$17.3M
165,306
+363%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$17.1M
393,471
+1241%
增持
IXUS
ISHARES TR
+$16.1M
217,851
+569%
增持
SMH
VANECK ETF TRUST
+$15.9M
68,353
+140%
增持
JPM
JPMORGAN CHASE & CO
-$14.9M
657,750
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$14.1M
340,108
+5514%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$13.4M
494,950
增持
HON
HONEYWELL INTL INC
+$13.4M
323,794
+6%
建仓
ISTB
ISHARES TR
+$12.9M
266,481
减持
GOOG
ALPHABET INC
-$12.8M
343,987
-3%
增持
DFSE
DIMENSIONAL ETF TRUST
+$12.6M
307,238
+2730%
减持
ORCL
ORACLE CORP
-$12.2M
153,974
-14%
减持
NKE
NIKE INC
-$11.7M
419,528
-21%
建仓
ARB
ALTSHARES TRUST
+$11.6M
395,986
增持
SPGI
S&P GLOBAL INC
-$11.2M
132,133
+2%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$10.7M
153,701
-5%
减持
BIL
SPDR SERIES TRUST
-$10.7M
403,001
-23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.4M
227,644
-4%
增持
TBIL
RBB FD INC
+$10.3M
213,897
+2905%
增持
SCHW
SCHWAB CHARLES CORP
+$10.3M
434,575
+42%
建仓
CVLC
MORGAN STANLEY ETF TRUST
+$10.0M
124,951
增持
CVIE
MORGAN STANLEY ETF TRUST
+$9.9M
171,059
+374%
减持
VTIP
VANGUARD MALVERN FDS
-$9.8M
321,919
-38%
增持
AVDE
AMERICAN CENTY ETF TR
+$9.8M
129,799
+751%
建仓
CLIP
GLOBAL X FDS
+$9.7M
96,931
增持
VBK
VANGUARD INDEX FDS
+$9.6M
807,814
+4%
增持
NVDA
NVIDIA CORPORATION
+$9.6M
2,627,656
+9%
增持
XLV
SELECT SECTOR SPDR TR
+$9.6M
181,826
+65%
减持
CRM
SALESFORCE INC
-$9.5M
116,293
-1%
减持
IWF
ISHARES TR
-$9.2M
173,688
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$9.0M
162,580
+206%
增持
GOVT
ISHARES TR
+$8.9M
6,993,963
+6%
增持
WELL
WELLTOWER INC
+$8.6M
245,187
+14%
减持
CVX
CHEVRON CORPORATION
+$8.6M
161,443
-1%
增持
TAXX
BONDBLOXX ETF TRUST
+$8.6M
1,530,325
+13%
增持
META
META PLATFORMS INC
-$8.1M
225,005
+9%
增持
NFLX
NETFLIX INC.
+$7.5M
483,588
+16%
增持
CASY
CASEYS GEN STORES INC
+$7.3M
10,650
+1320%
减持
DFLV
DIMENSIONAL ETF TRUST
-$7.2M
2,793,707
-11%
增持
SCHC
SCHWAB STRATEGIC TR
+$7.0M
173,175
+648%
建仓
CVMC
MORGAN STANLEY ETF TRUST
+$7.0M
109,884
增持
VOT
VANGUARD INDEX FDS
+$6.9M
1,551,126
+10%
增持
LLY
ELI LILLY & CO
-$6.6M
80,730
+7%
减持
SPTS
SPDR SERIES TRUST
-$6.6M
157,742
-59%
减持
SPEM
SPDR INDEX SHS FDS
-$6.5M
105,030
-57%
增持
XLK
SELECT SECTOR SPDR TR
-$6.4M
1,714,371
+5%
增持
IGIB
ISHARES TR
+$6.4M
157,997
+323%
减持
QCOM
QUALCOMM INC
-$6.3M
80,576
-18%
增持
BLK
BLACKROCK INC
-$6.3M
64,906
+1%
建仓
HYMB
SPDR SERIES TRUST
+$6.3M
254,447
增持
TSLA
TESLA INC
-$6.2M
120,485
+6%
建仓
VVR
INVESCO SR INCOME TR
+$6.2M
1,912,308
增持
MU
MICRON TECHNOLOGY INC
+$6.1M
51,733
+29%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.0M
22,659
-38%
增持
XLP
SELECT SECTOR SPDR TR
+$5.9M
557,389
+9%
增持
CL
COLGATE PALMOLIVE CO
+$5.9M
358,491
+15%
增持
MUB
ISHARES TR
+$5.9M
847,619
+8%
减持
MCK
MCKESSON CORP
-$5.8M
17,630
-31%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$5.7M
241,768
-33%
增持
SCHP
SCHWAB STRATEGIC TR
+$5.6M
225,438
+1364%
增持
WMT
WALMART INC
+$5.5M
243,657
+10%
增持
PEP
PEPSICO INC
+$5.4M
438,065
+0%
增持
IEF
ISHARES TR
+$5.3M
58,967
+1800%
减持
CMCSA
COMCAST CORP NEW
-$5.3M
91,683
-66%
增持
XLU
SELECT SECTOR SPDR TR
+$5.3M
217,089
+98%
增持
AMAT
APPLIED MATLS INC
+$5.1M
58,736
+1%
增持
ADBE
ADOBE INC
-$5.1M
63,094
+8%
增持
VXUS
VANGUARD STAR FDS
+$5.0M
227,924
+37%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$5.0M
111,921
+8%
增持
TJX
TJX COS INC NEW
+$5.0M
325,477
+6%
减持
SCHX
SCHWAB STRATEGIC TR
-$4.9M
3,184,837
-1%
增持
FIX
COMFORT SYS USA INC
+$4.8M
4,323
+240%
增持
AMZN
AMAZON COM INC
-$4.7M
1,326,047
+9%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$4.7M
223,725
+57%
增持
—
ACCENTURE PLC IRELAND
-$4.7M
79,265
+4%
减持
FLRN
SPDR SERIES TRUST
-$4.7M
34,218
-82%
减持
WFC
WELLS FARGO & CO
-$4.6M
280,609
-3%
增持
SHLD
GLOBAL X FDS
+$4.5M
70,013
+969%
减持
NEE
NEXTERA ENERGY INC
-$4.4M
644,609
-20%
增持
NUSC
NUSHARES ETF TR
+$4.4M
106,089
+1231%
增持
XEL
XCEL ENERGY INC
+$4.4M
565,921
+3%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$4.4M
1,807,607
+13%
减持
KKR
KKR & CO INC
-$4.4M
89,792
-10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.3M
114,345
+7%
增持
RSG
REPUBLIC SVCS INC
+$4.2M
58,711
+44%
建仓
IGF
ISHARES TR
+$4.2M
62,216
增持
GLD
SPDR GOLD TR
+$4.1M
54,704
+12%
建仓
TOTL
SSGA ACTIVE ETF TR
+$4.1M
103,887
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.0M
36,415
+244%
建仓
EMTL
SSGA ACTIVE TR
+$4.0M
93,572
增持
UNP
UNION PAC CORP
+$4.0M
264,316
+2%
减持
XOP
SPDR SERIES TRUST
+$3.9M
76,671
-3%
建仓
AVSD
AMERICAN CENTY ETF TR
+$3.9M
53,156
增持
GEV
GE VERNOVA INC
+$3.8M
11,466
+20%
建仓
VGSR
MANAGER DIRECTED PORTFOLIOS
+$3.8M
364,658
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$3.7M
73,329
+1125%
增持
INTU
INTUIT
-$3.7M
35,794
+24%
减持
IJH
ISHARES TR
-$3.6M
420,516
-13%
增持
ICUI
ICU MED INC
+$3.6M
32,524
+632%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.5M
51,382
-4%
增持
LRCX
LAM RESEARCH CORP
+$3.5M
53,583
+15%
减持
ROK
ROCKWELL AUTOMATION INC
-$3.4M
94,525
-2%
增持
MGK
VANGUARD WORLD FD
-$3.4M
80,573
+1%
增持
NVS
NOVARTIS AG
+$3.3M
37,111
+119%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$3.3M
2,219,401
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.3M
22,844
+79%
增持
V
VISA INC
-$3.3M
321,164
+12%
减持
IEFA
ISHARES TR
-$3.2M
273,506
-12%
增持
WM
WASTE MGMT INC DEL
+$3.2M
249,020
+1%
