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EPG Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

EPG Wealth Management LLC

No.4762 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.17亿
环比变动 Q1 2026
+$4,862.6万+13.2%
持仓股票数
318
新买入
24
加仓
139
减仓
70
清仓
26
持股不变
85
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
IiShares安硕信托IVV
4.65%4.61%$1,940.1万2.6万股$1,700.2万2.6万股-121股-0.46%减仓
英伟达NVDA
4.17%4.15%$1,741.3万8.7万股$1,531.7万8.8万股-802股-0.91%减仓
苹果AAPL
3.79%3.71%$1,581.5万5.5万股$1,366.5万5.4万股+811股+1.51%加仓
IiShares安硕信托IVW
2.93%2.7%$1,224.7万8.9万股$994.5万8.8万股+1,126股+1.28%加仓
V先锋领航白厅基金VYM
2.92%3.05%$1,220.0万7.7万股$1,125.5万7.6万股+1,203股+1.58%加仓
谷歌AGOOGL
2.68%2.39%$1,118.7万3.1万股$882.8万3.1万股+604股+1.97%加仓
V先锋领航斯科茨代尔基金VGSH
2.45%2.74%$1,023.6万17.6万股$1,009.7万17.2万股+3,401股+1.97%加仓
QUANTA SVCSPWR
2.4%2.08%$1,002.4万1.4万股$768.3万1.4万股-72股-0.51%减仓
V先锋领航·FTSEVEA
2.2%2.21%$918.1万12.9万股$814.7万12.7万股+1,725股+1.36%加仓
IiShares安硕·COREIJH
2.08%2.03%$869.5万11.3万股$748.6万11.1万股+1,905股+1.72%加仓
I景顺交易所交易基金信托XSMO
2.02%1.83%$843.2万9.0万股$675.7万8.9万股+1,171股+1.32%加仓
微软MSFT
1.95%2.18%$813.6万2.2万股$805.2万2.2万股+59股+0.27%加仓
IiShares安硕·RUSSELLIWF
1.85%1.8%$773.0万6.2万股$663.3万1.6万股+4.7万股+300.18%加仓
摩根大通JPM
1.81%1.66%$754.8万2.3万股$612.2万2.1万股+2,246股+10.79%加仓
PALO ALTOPANW
1.69%0.83%$704.5万2.1万股$305.7万1.9万股+1,593股+8.36%加仓
J摩根大通交易所交易基金JPIE
1.61%1.67%$670.1万14.6万股$615.8万13.4万股+1.2万股+8.87%加仓
亚马逊AMZN
1.5%1.49%$625.7万2.6万股$550.2万2.6万股-164股-0.62%减仓
SSPDR行业精选信托XLK
1.5%1.17%$623.9万3.3万股$429.7万3.2万股+414股+1.28%加仓
礼来LLY
1.37%1.2%$571.9万4,768股$440.7万4,792股-24股-0.50%减仓
PPacer基金信托COWZ
1.34%1.49%$560.9万9.0万股$550.3万8.8万股+2,218股+2.52%加仓
IiShares安硕IEMG
1.21%1.14%$505.6万6.1万股$420.2万6.0万股+785股+1.30%加仓
卡特彼勒CAT
1.2%0.9%$498.9万4,685股$332.8万4,698股-13股-0.28%减仓
可口可乐KO
1.14%1.2%$476.4万5.9万股$441.5万5.8万股+564股+0.97%加仓
台积电TSM
1.1%0.87%$461.1万9,656股$319.6万9,456股+200股+2.12%加仓
应用材料AMAT
1.1%0.76%$458.8万6,346股$278.4万8,146股-1,800股-22.10%减仓
F第一信托·USTCIBR
1.04%0.79%$433.1万4.8万股$290.5万4.6万股+1,861股+4.02%加仓
Arista网络ANET
1%0.51%$417.9万2.5万股$189.8万1.5万股+9,144股+59.17%加仓
博通AVGO
0.99%1.03%$413.9万1.1万股$381.3万1.2万股-1,363股-11.06%减仓
迪尔DE
0.9%0.82%$376.8万5,939股$302.2万5,364股+575股+10.72%加仓
希捷STX
0.84%0.79%$352.0万3,648股$292.8万7,475股-3,827股-51.20%减仓
IiShares安硕信托IWD
0.84%0.84%$350.0万1.4万股$308.3万1.4万股+12股+0.08%加仓
UNITED RENTALSURI
0.83%0.59%$346.8万3,061股$216.5万2,972股+89股+2.99%加仓
伯克希尔哈撒韦BRK.B
0.75%0.81%$314.5万6,285股$297.1万6,200股+85股+1.37%加仓
思科CSCO
0.72%0.73%$302.1万2.6万股$269.8万4.3万股-1.7万股-39.51%减仓
VisaV
0.7%0.71%$293.1万8,543股$262.2万8,676股-133股-1.53%减仓
科磊KLAC
0.7%0.42%$292.2万9,684股$153.9万1,045股+8,639股+826.70%加仓
沃尔玛WMT
0.68%0.78%$282.8万2.5万股$287.2万2.3万股+1,860股+8.05%加仓
贝莱德·INC COMBLK
0.68%0.71%$282.4万2,937股$260.5万2,709股+228股+8.42%加仓
F富达·MSCIFIDU
0.68%0.66%$282.0万2.8万股$245.0万2.8万股-7股-0.02%减仓
迈威尔MRVL
0.67%0.33%$280.6万9,420股$122.1万1.2万股-2,911股-23.61%减仓
SSPDR黄金信托GLD
0.66%0.9%$274.9万7,463股$332.1万7,718股-255股-3.30%减仓
AMGEN COMAMGN
0.62%0.62%$257.7万7,115股$228.8万6,503股+612股+9.41%加仓
Meta平台META
0.62%0.69%$256.8万4,558股$254.6万4,450股+108股+2.43%加仓
SNOWFLAKE COM SHSSNOW
0.6%0.33%$252.4万9,919股$120.7万8,006股+1,913股+23.89%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.6%0.63%$250.0万1.6万股$231.9万1.6万股-58股-0.37%减仓
美光科技MU
0.6%0.2%$249.0万2,157股$73.4万2,173股-16股-0.74%减仓
洛克希德马丁LMT
0.59%0.67%$247.4万4,855股$246.7万4,082股+773股+18.94%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.55%0.62%$230.0万2.8万股$229.6万2.8万股+209股+0.75%加仓
黑石集团BX
0.55%0.64%$228.5万1.9万股$235.5万2.0万股-1,063股-5.19%减仓
MMONSTER BEVERAGE NEW COMMNST
0.53%0.45%$222.4万2.3万股$167.6万2.3万股00.00%持仓不变

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