13F 机构持仓

EPG Wealth Management LLC

ATLANTA GA · SEC CIK 0001803058

2026Q22026Q1 更早 9 个季度 🔒
$3.69亿2026Q1 申报市值
320持仓数
29.8%前十大占比 · 第一大 4.6%
12 / 14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 3.7%
VYM 3.1%
VGSH 2.7%
IVW 2.7%
GOOGL 2.4%
VEA 2.2%
MSFT 2.2%
PWR 2.1%

2026Q1 买入最多 按季末市值估算

VEA 加仓+$793.72万
MSFT 加仓+$220.91万
BAC 加仓+$142.01万
GOOGL 加仓+$140.82万
BX 加仓+$140.77万

2026Q1 卖出最多 按季末市值估算

IQLT 减仓-$789.53万
CRM 清仓-$349.36万
COF 清仓-$153.03万
STX 减仓-$144.24万
UBER 减仓-$121.42万

2026Q1 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
IJJ ISHARES TR $60.73万0.16%4,583 120.3% $1,590 加仓
RBLX ROBLOX CORP $61.42万0.17%10,859 6,210133.6% $35.12万 加仓
AXON AXON ENTERPRISE INC $61.92万0.17%1,458 -50-3.3% -$2.12万 减仓
MDT MEDTRONIC PLC $62.60万0.17%7,225 1622.3% $1.40万 加仓
CELH CELSIUS HLDGS INC $64.57万0.18%18,200 1,1086.5% $3.93万 加仓
XLI SELECT SECTOR SPDR TR $64.60万0.18%3,994 3158.6% $5.09万 加仓
LHX L3HARRIS TECHNOLOGIES INC $64.76万0.18%1,876 1,876— $64.76万 新建仓
IQLT ISHARES TR $67.70万0.18%14,643 -170,778-92.1% -$789.53万 减仓
DXCM DEXCOM INC $68.92万0.19%10,974 10,974— $68.92万 新建仓
— DUPONT DE NEMOURS INC $69.27万0.19%15,124 9756.9% $4.47万 加仓
BABA ALIBABA GROUP HLDG LTD $69.68万0.19%5,554 2885.5% $3.61万 加仓
DASH DOORDASH INC $69.92万0.19%4,657 1322.9% $1.98万 加仓
IVE ISHARES TR $70.81万0.19%3,354 120.4% $2,533 加仓
UL UNILEVER PLC $73.37万0.20%12,878 12,878— $73.37万 新建仓
MU MICRON TECHNOLOGY INC $73.42万0.20%2,173 371.7% $1.25万 加仓
VST VISTRA CORP $76.65万0.21%5,099 5,099— $76.65万 新建仓
XLF SELECT SECTOR SPDR TR $79.66万0.22%16,135 -59-0.4% -$2,913 减仓
KR KROGER CO $80.49万0.22%11,123 4093.8% $2.96万 加仓
TXN TEXAS INSTRS INC $82.48万0.22%4,249 61617.0% $11.96万 加仓
CSX CSX CORP $83.17万0.23%20,261 1400.7% $5,747 加仓
IAU ISHARES GOLD TR $85.25万0.23%9,670 00.0% — 不变
DUK DUKE ENERGY CORP NEW $85.37万0.23%6,519 3585.8% $4.69万 加仓
QQQ INVESCO QQQ TR $87.64万0.24%1,518 90.6% $5,196 加仓
GPC GENUINE PARTS CO $90.24万0.24%8,533 -705-7.6% -$7.46万 减仓
SNY SANOFI SA $90.31万0.24%18,745 1010.5% $4,866 加仓
FMB FIRST TR EXCH TRADED FD III $90.70万0.25%17,904 4962.8% $2.51万 加仓
GOOG ALPHABET INC $91.90万0.25%3,204 10.0% $287 加仓
TTE TOTALENERGIES SE $92.67万0.25%10,186 4734.9% $4.30万 加仓
VTEB VANGUARD MUN BD FDS $92.88万0.25%18,618 7864.4% $3.92万 加仓
TFC TRUIST FINL CORP $95.86万0.26%20,853 -1,821-8.0% -$8.37万 减仓
PAYX PAYCHEX INC $96.22万0.26%10,445 -631-5.7% -$5.81万 减仓
VTIP VANGUARD MALVERN FDS $96.71万0.26%19,361 1,92311.0% $9.61万 加仓
ITOT ISHARES TR $100.19万0.27%7,034 360.5% $5,128 加仓
ITA ISHARES TR $101.50万0.28%4,640 410.9% $8,969 加仓
ORCL ORACLE CORP $101.74万0.28%6,916 73011.8% $10.74万 加仓
HAL HALLIBURTON CO $103.39万0.28%26,516 4181.6% $1.63万 加仓
SPGI S&P GLOBAL INC $104.19万0.28%2,450 -73-2.9% -$3.10万 减仓
NOW SERVICENOW INC $104.54万0.28%9,999 3493.6% $3.65万 加仓
VNLA JANUS DETROIT STR TR $106.34万0.29%21,765 1650.8% $8,062 加仓
VTI VANGUARD INDEX FDS $107.96万0.29%3,365 952.9% $3.05万 加仓
ABT ABBOTT LABORATORIES $108.01万0.29%10,520 -795-7.0% -$8.16万 减仓
PSX PHILLIPS 66 $108.32万0.29%5,946 1282.2% $2.33万 加仓
AZN ASTRAZENECA PLC $108.75万0.29%5,514 5,514— $108.75万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $108.83万0.30%13,445 4613.6% $3.73万 加仓
PEP PEPSICO INC $110.15万0.30%7,093 2,54756.0% $39.55万 加仓
AJG GALLAGHER ARTHUR J & CO $110.86万0.30%5,118 420.8% $9,097 加仓
SGOL ETFS GOLD TR $112.48万0.31%25,208 00.0% — 不变
TMUS T-MOBILE US INC $113.05万0.31%5,383 1993.8% $4.18万 加仓
ITW ILLINOIS TOOL WKS INC $113.52万0.31%4,361 1152.7% $2.99万 加仓
— EXXON MOBIL CORP $114.57万0.31%6,753 160.2% $2,714 加仓
RTX RTX CORPORATION $116.74万0.32%6,052 -112-1.8% -$2.16万 减仓
SYK STRYKER CORPORATION $116.98万0.32%3,560 130.4% $4,272 加仓
FCOM FIDELITY COVINGTON TRUST $117.00万0.32%17,176 -51-0.3% -$3,474 减仓
RY ROYAL BK CDA $117.08万0.32%7,237 2323.3% $3.75万 加仓
UBER UBER TECHNOLOGIES INC $119.34万0.32%16,591 -16,880-50.4% -$121.42万 减仓
FENY FIDELITY COVINGTON TRUST $120.61万0.33%35,454 -9,721-21.5% -$33.07万 减仓
SNOW SNOWFLAKE INC $120.75万0.33%8,006 8,006— $120.75万 新建仓
BA BOEING CO $121.30万0.33%6,095 -189-3.0% -$3.76万 减仓
BSX BOSTON SCIENTIFIC CORP $121.87万0.33%19,422 1,4458.0% $9.07万 加仓
MRVL MARVELL TECHNOLOGY INC $122.14万0.33%12,331 2822.3% $2.79万 加仓
MA MASTERCARD INCORPORATED $122.93万0.33%2,460 -43-1.7% -$2.15万 减仓
SHEL SHELL PLC $123.12万0.33%13,239 2802.2% $2.60万 加仓
QCOM QUALCOMM INC $124.31万0.34%9,653 -611-6.0% -$7.87万 减仓
AMP AMERIPRISE FINL INC $124.42万0.34%2,800 863.2% $3.82万 加仓
HD HOME DEPOT INC $129.06万0.35%3,924 70.2% $2,302 加仓
SPY STATE STR SPDR S&P 500 ETF T $129.08万0.35%1,985 291.5% $1.89万 加仓
TJX TJX COS INC NEW $132.08万0.36%8,270 1902.4% $3.03万 加仓
FTEC FIDELITY COVINGTON TRUST $133.60万0.36%6,422 -41-0.6% -$8,529 减仓
PG PROCTER & GAMBLE CO $140.81万0.38%9,749 1,94224.9% $28.05万 加仓
ECL ECOLAB INC $143.98万0.39%5,412 320.6% $8,513 加仓
SO SOUTHERN CO $152.45万0.41%15,795 1430.9% $1.38万 加仓
KLAC KLA CORP $153.87万0.42%1,045 -414-28.4% -$60.96万 减仓
MCK MCKESSON CORP $154.01万0.42%1,780 -690-27.9% -$59.70万 减仓
SLB SLB LIMITED $160.78万0.44%31,286 340.1% $1,747 加仓
COST COSTCO WHOLESALE CORPORATION $162.11万0.44%1,627 -58-3.4% -$5.78万 减仓
MNST MONSTER BEVERAGE CORP NEW $167.64万0.45%23,135 -3,700-13.8% -$26.81万 减仓
BAC BANK AMERICA CORP $170.43万0.46%34,960 29,130499.7% $142.01万 加仓
LOW LOWES COS INC $170.85万0.46%7,231 701.0% $1.65万 加仓
IBM INTERNATIONAL BUSINESS MACHS $171.08万0.46%7,058 1281.8% $3.10万 加仓
VZ VERIZON COMMUNICATIONS INC $180.14万0.49%35,884 2330.7% $1.17万 加仓
JNJ JOHNSON & JOHNSON $182.50万0.49%7,466 1912.6% $4.67万 加仓
XLC SELECT SECTOR SPDR TR $184.38万0.50%16,632 3202.0% $3.55万 加仓
ADI ANALOG DEVICES INC $187.27万0.51%5,887 -39-0.7% -$1.24万 减仓
ANET ARISTA NETWORKS INC $189.76万0.51%15,455 5323.6% $6.53万 加仓
COP CONOCOPHILLIPS $195.89万0.53%14,840 5884.1% $7.76万 加仓
NFLX NETFLIX INC. $204.37万0.55%21,255 1,0875.4% $10.45万 加仓
URI UNITED RENTALS INC $216.54万0.59%2,972 1093.8% $7.94万 加仓
— HONEYWELL INTL INC $228.47万0.62%10,108 590.6% $1.33万 加仓
AMGN AMGEN INC $228.81万0.62%6,503 3585.8% $12.60万 加仓
SHY ISHARES TR $229.60万0.62%27,807 -4,173-13.0% -$34.46万 减仓
XLV SELECT SECTOR SPDR TR $231.91万0.63%15,818 -23-0.1% -$3,372 减仓
MCD MCDONALDS CORP $234.73万0.64%7,553 1842.5% $5.72万 加仓
BX BLACKSTONE INC $235.54万0.64%20,484 12,242148.5% $140.77万 加仓
XLE SELECT SECTOR SPDR TR $240.06万0.65%39,188 -7,743-16.5% -$47.43万 减仓
FIDU FIDELITY COVINGTON TRUST $244.99万0.66%28,317 -297-1.0% -$2.57万 减仓
LMT LOCKHEED MARTIN CORP $246.70万0.67%4,082 611.5% $3.69万 加仓
META META PLATFORMS INC $254.59万0.69%4,450 1844.3% $10.53万 加仓
BLK BLACKROCK INC $260.50万0.71%2,709 1887.5% $18.08万 加仓
V VISA INC $262.22万0.71%8,676 1932.3% $5.83万 加仓
CSCO CISCO SYS INC $269.76万0.73%42,517 15,95860.1% $101.25万 加仓