13F 机构持仓

EPG Wealth Management LLC

ATLANTA GA · SEC CIK 0001803058

2026Q22026Q1 更早 9 个季度 🔒
$4.17亿2026Q2 申报市值
318持仓数
30.3%前十大占比 · 第一大 4.6%
23 / 26新建仓 / 清仓
申报市值走势$4.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 4.6%
NVDA 4.2%
AAPL 3.8%
IVW 2.9%
VYM 2.9%
GOOGL 2.7%
VGSH 2.5%
PWR 2.4%
VEA 2.2%
IJH 2.1%

2026Q2 买入最多 按季末市值估算

ANET 加仓+$155.34万
GEV 加仓+$146.67万
HOOD 新建仓+$124.31万
NTAP 新建仓+$120.03万
HONA 新建仓+$111.80万

2026Q2 卖出最多 按季末市值估算

STX 减仓-$369.27万
SCHW 清仓-$270.31万
CSCO 减仓-$197.32万
DD 减仓-$135.40万
AMAT 减仓-$130.15万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SCHW SCHWAB CHARLES CORP $00.00%0 -28,762-100.0% -$270.31万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -19,422-100.0% -$121.87万 清仓
SYK STRYKER CORPORATION $00.00%0 -3,560-100.0% -$116.98万 清仓
SNY SANOFI SA $00.00%0 -18,745-100.0% -$90.31万 清仓
DASH DOORDASH INC $00.00%0 -4,657-100.0% -$69.92万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -5,554-100.0% -$69.68万 清仓
AXON AXON ENTERPRISE INC $00.00%0 -1,458-100.0% -$61.92万 清仓
RBLX ROBLOX CORP $00.00%0 -10,859-100.0% -$61.42万 清仓
VLO VALERO ENERGY CORP $00.00%0 -1,614-100.0% -$39.88万 清仓
MPC MARATHON PETE CORP $00.00%0 -1,414-100.0% -$34.53万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,551-100.0% -$22.69万 清仓
PECO PHILLIPS EDISON & CO INC $00.00%0 -5,727-100.0% -$21.43万 清仓
ET ENERGY TRANSFER L P $00.00%0 -10,483-100.0% -$20.23万 清仓
— CION INVT CORP $00.00%0 -25,311-100.0% -$17.31万 清仓
EFAV ISHARES TR $00.00%0 -638-100.0% -$5.83万 清仓
GOVT ISHARES TR $00.00%0 -2,234-100.0% -$5.12万 清仓
USMV ISHARES TR $00.00%0 -539-100.0% -$5.00万 清仓
HDV ISHARES TR $00.00%0 -1,615-100.0% -$4.38万 清仓
SPMB SPDR SERIES TRUST $00.00%0 -625-100.0% -$1.40万 清仓
SPTL SPDR SERIES TRUST $00.00%0 -409-100.0% -$1.08万 清仓
SPSB SPDR SERIES TRUST $00.00%0 -133-100.0% -$3,999 清仓
PRF INVESCO EXCHANGE TRADED FD T $00.00%0 -41-100.0% -$1,949 清仓
JAAA JANUS DETROIT STR TR $00.00%0 -34-100.0% -$1,713 清仓
JBBB JANUS DETROIT STR TR $00.00%0 -33-100.0% -$1,538 清仓
SPTM SPDR SERIES TRUST $00.00%0 -8-100.0% -$632 清仓
SPMD SPDR SERIES TRUST $00.00%0 -10-100.0% -$592 清仓
EMXC ISHARES INC $4090.00%4 00.0% — 不变
HEFA ISHARES TR $7980.00%17 00.0% — 不变
FTXL FIRST TR EXCHANGE TRADED FD $1,7160.00%6 00.0% — 不变
SLQD ISHARES TR $1,8640.00%37 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $2,3540.00%80 80— $2,354 新建仓
EES WISDOMTREE TR $2,7120.00%40 40— $2,712 新建仓
IEV ISHARES TR $2,7680.00%38 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $2,9860.00%81 81— $2,986 新建仓
IYK ISHARES TR $3,2700.00%45 00.0% — 不变
MLN VANECK ETF TRUST $3,4320.00%193 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $3,4680.00%96 96— $3,468 新建仓
FXI ISHARES TR $3,5060.00%111 00.0% — 不变
— KRANESHARES TRUST $3,7740.00%134 00.0% — 不变
SCZ ISHARES TR $3,7870.00%46 12.2% $82 加仓
AGG ISHARES TR $3,9770.00%40 00.0% — 不变
FDIS FIDELITY COVINGTON TRUST $4,5790.00%45 12.3% $102 加仓
IMCG ISHARES TR $4,7180.00%48 00.0% — 不变
DLS WISDOMTREE TR $4,7760.00%57 57— $4,776 新建仓
SCHF SCHWAB STRATEGIC TR $4,8610.00%175 175— $4,861 新建仓
USIG ISHARES TR $5,0260.00%98 00.0% — 不变
IYH ISHARES TR $5,0260.00%75 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $5,1240.00%62 -132-68.0% -$1.09万 减仓
IUSB ISHARES TR $5,6300.00%122 00.0% — 不变
MBB ISHARES TR $5,6330.00%60 11.7% $94 加仓
IGV ISHARES TR $6,0700.00%67 11.5% $91 加仓
SUB ISHARES TR $6,4950.00%61 00.0% — 不变
IJS ISHARES TR $6,8340.00%50 00.0% — 不变
— SPDR SERIES TRUST $6,9150.00%173 00.0% — 不变
SPYG SPDR SERIES TRUST $7,1390.00%60 -59-49.6% -$7,020 减仓
VMBS VANGUARD SCOTTSDALE FDS $7,6300.00%163 00.0% — 不变
IEF ISHARES TR $8,0380.00%85 00.0% — 不变
SJNK SPDR SERIES TRUST $8,2850.00%331 00.0% — 不变
IJK ISHARES TR $8,4600.00%72 00.0% — 不变
IUSG ISHARES TR $8,4640.00%45 00.0% — 不变
ACWX ISHARES TR $8,9050.00%117 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $9,2520.00%400 400— $9,252 新建仓
RWR SPDR SERIES TRUST $9,5220.00%84 00.0% — 不变
VV VANGUARD INDEX FDS $9,8010.00%28 00.0% — 不变
— ISHARES TR $9,9370.00%150 00.0% — 不变
EMB ISHARES TR $1.06万0.00%110 00.0% — 不变
IHE ISHARES TR $1.07万0.00%108 10.9% $99 加仓
IYR ISHARES TR $1.12万0.00%110 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $1.13万0.00%324 324— $1.13万 新建仓
IEI ISHARES TR $1.16万0.00%99 00.0% — 不变
TLT ISHARES TR $1.23万0.00%142 00.0% — 不变
REI RING ENERGY INC $1.25万0.00%11,552 00.0% — 不变
VFH VANGUARD WORLD FD $1.36万0.00%103 00.0% — 不变
ICLN ISHARES TR $1.43万0.00%698 00.0% — 不变
SPYM SPDR SERIES TRUST $1.44万0.00%164 31.9% $264 加仓
FHLC FIDELITY COVINGTON TRUST $1.56万0.00%202 00.0% — 不变
LQD ISHARES TR $1.58万0.00%145 00.0% — 不变
VB VANGUARD INDEX FDS $1.60万0.00%53 00.0% — 不变
SPSM SPDR SERIES TRUST $1.87万0.00%325 20.6% $115 加仓
EFV ISHARES TR $1.88万0.00%245 00.0% — 不变
FV FIRST TR EXCHANGE TRADED FD $1.91万0.00%252 00.0% — 不变
MXI ISHARES TR $1.91万0.00%181 21.1% $211 加仓
IJT ISHARES TR $1.93万0.00%108 00.0% — 不变
SCMB SCHWAB STRATEGIC TR $1.94万0.00%750 750— $1.94万 新建仓
SPYV SPDR SERIES TRUST $2.00万0.00%329 30.9% $182 加仓
EFG ISHARES TR $2.23万0.01%179 00.0% — 不变
TIP ISHARES TR $2.28万0.01%209 42.0% $437 加仓
IGIB ISHARES TR $2.40万0.01%451 20.4% $106 加仓
MTUM ISHARES TR $2.43万0.01%71 00.0% — 不变
PFF ISHARES TR $2.48万0.01%814 40599.0% $1.23万 加仓
JMBS JANUS DETROIT STR TR $2.66万0.01%591 50.9% $225 加仓
— INVESCO EXCHANGE TRADED FD T $2.67万0.01%213 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $2.73万0.01%336 00.0% — 不变
GSLC GOLDMAN SACHS ETF TR $2.90万0.01%204 00.0% — 不变
CALF PACER FDS TR $3.07万0.01%607 00.0% — 不变
IGF ISHARES TR $3.14万0.01%472 71.5% $466 加仓
VYMI VANGUARD WHITEHALL FDS $3.16万0.01%322 41.3% $393 加仓
IYW ISHARES TR $3.18万0.01%126 00.0% — 不变
FQAL FIDELITY COVINGTON TRUST $3.26万0.01%401 401— $3.26万 新建仓
VOE VANGUARD INDEX FDS $3.28万0.01%166 00.0% — 不变