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
VONG VANGUARD SCOTTSDALE FDS $3.31万0.01%259 00.0% — 不变
— FIDELITY COVINGTON TRUST $3.35万0.01%847 00.0% — 不变
SPTS SPDR SERIES TRUST $3.42万0.01%1,179 121.0% $348 加仓
PPA INVESCO EXCHANGE TRADED FD T $3.55万0.01%201 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $3.60万0.01%685 30.4% $158 加仓
HYMB SPDR SERIES TRUST $3.62万0.01%1,421 00.0% — 不变
VOT VANGUARD INDEX FDS $3.65万0.01%119 00.0% — 不变
IWO ISHARES TR $3.66万0.01%93 00.0% — 不变
VCR VANGUARD WORLD FD $4.07万0.01%103 11.0% $395 加仓
XLG INVESCO EXCHANGE TRADED FD T $4.22万0.01%690 00.0% — 不变
EZM WISDOMTREE TR $4.31万0.01%569 569— $4.31万 新建仓
VDC VANGUARD WORLD FD $4.39万0.01%195 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $4.40万0.01%557 61.1% $474 加仓
VIS VANGUARD WORLD FD $4.62万0.01%128 00.0% — 不变
HEZU ISHARES TR $4.70万0.01%938 00.0% — 不变
WTAI WISDOMTREE TR $4.75万0.01%1,000 00.0% — 不变
SHV ISHARES TR $5.01万0.01%454 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $5.18万0.01%1,237 30.2% $126 加仓
NLR VANECK ETF TRUST $5.44万0.01%469 -1-0.2% -$116 减仓
VGT VANGUARD WORLD FD $5.55万0.01%464 00.0% — 不变
FNCL FIDELITY COVINGTON TRUST $5.64万0.01%737 10.1% $77 加仓
BIZD VANECK ETF TRUST $5.70万0.01%4,500 50012.5% $6,330 加仓
VNQ VANGUARD INDEX FDS $5.95万0.01%617 30.5% $289 加仓
FUTY FIDELITY COVINGTON TRUST $6.09万0.01%1,042 60.6% $350 加仓
ENFR ALPS ETF TR $6.42万0.02%1,684 00.0% — 不变
VBK VANGUARD INDEX FDS $6.44万0.02%176 00.0% — 不变
DVY ISHARES TR $6.49万0.02%415 00.0% — 不变
BIL SPDR SERIES TRUST $7.32万0.02%799 00.0% — 不变
XOP SPDR SERIES TRUST $7.71万0.02%500 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $7.91万0.02%2,337 2,337— $7.91万 新建仓
GBIL GOLDMAN SACHS ETF TR $8.00万0.02%799 00.0% — 不变
USFR WISDOMTREE TR $8.58万0.02%1,705 160.9% $805 加仓
JMST J P MORGAN EXCHANGE TRADED F $8.61万0.02%1,688 100.6% $510 加仓
JNK SPDR SERIES TRUST $8.87万0.02%920 00.0% — 不变
MOAT VANECK ETF TRUST $8.88万0.02%854 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $8.92万0.02%2,813 2,813— $8.92万 新建仓
VOO VANGUARD INDEX FDS $8.93万0.02%130 100333.3% $6.87万 加仓
GDX VANECK ETF TRUST $8.95万0.02%1,186 00.0% — 不变
SHYG ISHARES TR $9.22万0.02%2,173 -173-7.4% -$7,337 减仓
CLF CLEVELAND-CLIFFS INC NEW $10.42万0.02%11,096 11,096— $10.42万 新建仓
IWM ISHARES TR $10.87万0.03%362 00.0% — 不变
XLB SELECT SECTOR SPDR TR $10.96万0.03%2,155 -186-7.9% -$9,456 减仓
— WISDOMTREE TR $11.51万0.03%3,389 571.7% $1,935 加仓
XLU SELECT SECTOR SPDR TR $11.57万0.03%2,552 150.6% $680 加仓
CWB SPDR SERIES TRUST $11.73万0.03%1,088 00.0% — 不变
IGSB ISHARES TR $11.75万0.03%2,242 10.0% $52 加仓
GSIE GOLDMAN SACHS ETF TR $11.98万0.03%2,621 331.3% $1,508 加仓
FXU FIRST TR EXCHANGE-TRADED FD $12.83万0.03%2,600 110.4% $543 加仓
DGRO ISHARES TR $12.83万0.03%1,693 00.0% — 不变
XBI SPDR SERIES TRUST $12.85万0.03%812 10.1% $158 加仓
SOXX ISHARES TR $13.46万0.03%210 00.0% — 不变
VHT VANGUARD WORLD FD $13.56万0.03%453 00.0% — 不变
IWN ISHARES TR $13.59万0.03%614 20.3% $443 加仓
IMCB ISHARES TR $13.81万0.03%1,430 00.0% — 不变
XLP SELECT SECTOR SPDR TR $14.64万0.04%1,763 70.4% $581 加仓
HYG ISHARES TR $14.70万0.04%1,838 00.0% — 不变
— KRANESHARES TRUST $14.76万0.04%8,534 690.8% $1,193 加仓
EEM ISHARES TR $14.88万0.04%2,175 10.0% $68 加仓
VTV VANGUARD INDEX FDS $15.00万0.04%688 -85-11.0% -$1.85万 减仓
DEM WISDOMTREE TR $15.23万0.04%2,831 2,831— $15.23万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $15.80万0.04%742 9915.4% $2.11万 加仓
SMH VANECK ETF TRUST $15.87万0.04%242 104.3% $6,559 加仓
T AT&T INC $20.37万0.05%9,841 640.7% $1,325 加仓
FCX FREEPORT MCMORAN INC $20.65万0.05%3,283 -196-5.6% -$1.23万 减仓
MRK MERCK & CO INC $20.86万0.05%1,624 -85-5.0% -$1.09万 减仓
VUG VANGUARD INDEX FDS $21.16万0.05%2,457 -273-10.0% -$2.35万 减仓
KWEB KRANESHARES TRUST $21.25万0.05%8,684 00.0% — 不变
CINF CINCINNATI FINL CORP $21.27万0.05%1,149 1,149— $21.27万 新建仓
QUAL ISHARES TR $21.32万0.05%972 10.1% $219 加仓
DGX QUEST DIAGNOSTICS INC $22.09万0.05%1,042 1,042— $22.09万 新建仓
IBB ISHARES TR $22.34万0.05%1,175 00.0% — 不变
SLV ISHARES SILVER TR $22.97万0.06%4,296 1,11335.0% $5.95万 加仓
AMLP ALPS ETF TR $23.31万0.06%4,496 360.8% $1,866 加仓
QQQE DIREXION SHARES ETF TRUST $23.35万0.06%1,914 1,914— $23.35万 新建仓
ALB ALBEMARLE CORP $23.49万0.06%1,740 -71-3.9% -$9,585 减仓
ADP AUTOMATIC DATA PROCESSING IN $24.28万0.06%1,084 70.6% $1,568 加仓
IXUS ISHARES TR $27.24万0.07%2,854 50.2% $477 加仓
GE GE AEROSPACE $27.41万0.07%733 10.1% $374 加仓
INTC INTEL CORP $27.97万0.07%2,003 2,003— $27.97万 新建仓
SPG SIMON PPTY GROUP INC NEW $28.05万0.07%1,254 00.0% — 不变
IWB ISHARES TR $29.48万0.07%720 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $29.81万0.07%391 391— $29.81万 新建仓
MS MORGAN STANLEY $29.99万0.07%1,435 50.3% $1,045 加仓
EFA ISHARES TR $30.61万0.07%2,946 230.8% $2,389 加仓
UPS UNITED PARCEL SVCS INC $30.98万0.07%2,882 -37-1.3% -$3,978 减仓
VIG VANGUARD SPECIALIZED FUNDS $31.35万0.08%1,325 -28-2.1% -$6,624 减仓
SDY SPDR SERIES TRUST $32.21万0.08%2,116 1005.0% $1.52万 加仓
JPST J P MORGAN EXCHANGE TRADED F $32.29万0.08%6,384 330.5% $1,669 加仓
SHW SHERWIN WILLIAMS CO $32.35万0.08%939 00.0% — 不变
AXP AMERICAN EXPRESS CO $32.98万0.08%975 10.1% $338 加仓
VLUE ISHARES TR $34.08万0.08%1,706 -291-14.6% -$5.81万 减仓
TT TRANE TECHNOLOGIES PLC $35.26万0.08%718 10.1% $491 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $35.56万0.09%13,146 820.6% $2,218 加仓
JEPI J P MORGAN EXCHANGE TRADED F $38.55万0.09%6,825 5428.6% $3.06万 加仓
KIM KIMCO REALTY CORP $45.26万0.11%17,855 -9,122-33.8% -$23.12万 减仓
XLY SELECT SECTOR SPDR TR $46.06万0.11%3,928 -100-2.5% -$1.17万 减仓
MUB ISHARES TR $46.28万0.11%4,300 00.0% — 不变
DECK DECKERS OUTDOOR CORP $47.24万0.11%4,758 1312.8% $1.30万 加仓
VO VANGUARD INDEX FDS $47.48万0.11%5,893 10.0% $81 加仓
— AVALONBAY CMNTYS INC $50.35万0.12%2,669 1676.7% $3.15万 加仓