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EP财富顾问 · 13F 持仓分析
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EP财富顾问

EP Wealth Advisors, LLCNo.320 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$261.69亿
环比变动 Q1 2026
+$58.29亿+28.7%
持仓股票数
1713
新买入
410
加仓
896
减仓
381
清仓
193
持股不变
26
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VUG
7.68%7.84%$20.10亿2,333.0万股$15.95亿365.1万股+1,967.9万股+538.96%加仓
V先锋领航指数基金VTV
7.48%8.12%$19.57亿897.9万股$16.52亿841.9万股+56.0万股+6.66%加仓
V先锋领航债券指数基金BIV
3.57%3.89%$9.34亿1,217.9万股$7.90亿1,024.1万股+193.8万股+18.93%加仓
苹果AAPL
3.47%2.87%$9.08亿313.7万股$5.83亿229.6万股+84.1万股+36.61%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
3.39%3.75%$8.87亿448.9万股$7.63亿414.0万股+34.9万股+8.42%加仓
V先锋领航白厅基金VNQ
2.94%3.15%$7.71亿825.3万股$6.40亿724.0万股+101.3万股+14.00%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
2.75%3.03%$7.19亿1,371.0万股$6.16亿1,172.1万股+199.0万股+16.98%加仓
英伟达NVDA
2.35%2.25%$6.14亿307.1万股$4.58亿262.8万股+44.3万股+16.86%加仓
V先锋领航指数基金VOT
2.05%1.96%$5.37亿175.3万股$3.99亿155.1万股+20.2万股+13.00%加仓
DDimensional维度ETF信托DFIV
1.9%1.88%$4.97亿919.9万股$3.81亿722.7万股+197.2万股+27.29%加仓
IiShares安硕信托AGG
1.49%1.56%$3.91亿395.0万股$3.17亿319.1万股+75.9万股+23.80%加仓
谷歌AGOOGL
1.48%1.48%$3.87亿108.3万股$3.01亿104.6万股+3.7万股+3.49%加仓
V先锋领航指数基金VBK
1.43%1.2%$3.73亿102.0万股$2.44亿80.8万股+21.2万股+26.27%加仓
V先锋领航·FSTEVWO
1.42%2.04%$3.72亿623.1万股$4.15亿767.2万股-144.1万股-18.78%减仓
SSPDR标普500 ETFSPY
1.38%1.43%$3.61亿48.3万股$2.90亿44.6万股+3.7万股+8.26%加仓
微软MSFT
1.34%1.51%$3.50亿93.9万股$3.08亿83.1万股+10.8万股+12.97%加仓
V先锋领航指数基金VOO
1.33%1.43%$3.47亿50.5万股$2.90亿48.6万股+1.9万股+3.96%加仓
亚马逊AMZN
1.3%1.36%$3.41亿143.1万股$2.76亿132.6万股+10.5万股+7.93%加仓
博通AVGO
1.28%1.24%$3.34亿88.3万股$2.51亿81.2万股+7.2万股+8.83%加仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
1.27%1.32%$3.32亿475.2万股$2.69亿430.1万股+45.1万股+10.48%加仓
SSPDR行业精选信托XLK
1.24%1.12%$3.23亿169.8万股$2.28亿171.4万股-1.7万股-0.97%减仓
IiShares安硕信托IVV
1.1%1.23%$2.88亿38.4万股$2.50亿38.3万股+1,513股+0.40%加仓
IiShares安硕IEMG
1.01%0.08%$2.63亿317.6万股$1,644.7万23.6万股+294.1万股+1,247.05%加仓
摩根大通JPM
0.91%0.95%$2.37亿72.4万股$1.93亿65.8万股+6.6万股+10.10%加仓
B贝莱德ETF信托BLCV
0.79%0.92%$2.08亿503.3万股$1.87亿517.5万股-14.1万股-2.73%减仓
强生JNJ
0.69%0.73%$1.80亿70.9万股$1.50亿61.2万股+9.7万股+15.88%加仓
IiShares安硕信托GJS
0.61%0.79%$1.61亿706.4万股$1.60亿699.4万股+7.0万股+1.00%加仓
AMD超威AMD
0.61%0.25%$1.59亿27.4万股$5,133.3万25.2万股+2.2万股+8.62%加仓
Meta平台META
0.57%0.63%$1.48亿26.3万股$1.29亿22.5万股+3.8万股+16.87%加仓
好市多COST
0.56%0.73%$1.46亿15.6万股$1.48亿14.8万股+7,517股+5.07%加仓
AAlphabet Inc Class CGOOG
0.54%0.49%$1.41亿39.9万股$9,867.6万34.4万股+5.5万股+16.08%加仓
I景顺QQQ信托VOO
0.5%0.4%$1.31亿17.7万股$8,116.7万14.1万股+3.7万股+26.03%加仓
伯克希尔哈撒韦BRK.B
0.49%0.54%$1.28亿25.6万股$1.09亿22.8万股+2.8万股+12.43%加仓
VisaV
0.47%0.48%$1.23亿36.0万股$9,706.9万32.1万股+3.9万股+12.07%加仓
思科CSCO
0.46%0.4%$1.22亿103.4万股$8,080.9万104.1万股-7,073股-0.68%减仓
礼来LLY
0.44%0.37%$1.15亿9.6万股$7,425.3万8.1万股+1.5万股+19.07%加仓
G通用动力VTI
0.42%0.42%$1.11亿29.9万股$8,526.0万26.6万股+3.3万股+12.49%加仓
DDimensional维度ETF信托DFLV
0.41%0.49%$1.08亿273.3万股$9,976.3万279.4万股-6.1万股-2.18%减仓
美光科技MU
0.4%0.09%$1.06亿9.2万股$1,747.7万5.2万股+4.0万股+76.89%加仓
J摩根大通·SHORT DURATION CORE PLUS ETFJSCP
0.39%0.52%$1.02亿217.4万股$1.05亿221.9万股-4.6万股-2.06%减仓
IiShares安硕信托CMF
0.37%0.33%$9,749.2万169.1万股$6,714.6万118.1万股+51.1万股+43.23%加仓
IiShares安硕·RUSSELLIWF
0.37%0.36%$9,586.6万77.2万股$7,406.1万17.4万股+59.8万股+344.51%加仓
S嘉信·USSCHX
0.35%0.4%$9,247.1万314.2万股$8,165.9万318.5万股-4.3万股-1.34%减仓
V先锋领航市政债券基金VTEB
0.35%0.32%$9,238.9万182.7万股$6,484.9万130.0万股+52.7万股+40.52%加仓
IiShares安硕信托GVI
0.35%0.44%$9,194.9万85.4万股$8,997.5万84.8万股+6,765股+0.80%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.32%0.34%$8,401.7万11.9万股$6,892.1万11.2万股+7,707股+6.90%加仓
PALO ALTOPANW
0.31%0.16%$8,108.5万23.8万股$3,198.3万19.9万股+3.8万股+19.19%加仓
联合太平洋铁路UNP
0.3%0.32%$7,978.4万29.3万股$6,412.8万26.4万股+2.9万股+10.97%加仓
BBONDBLOXX SHORT DURATION ETFTAXX
0.3%0.38%$7,962.8万156.9万股$7,736.6万153.0万股+3.9万股+2.55%加仓
IiShares安硕信托IWD
0.3%0.32%$7,755.8万32.0万股$6,476.1万30.3万股+1.7万股+5.55%加仓

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