EPG Wealth Management LLC
ATLANTA GA · SEC CIK 0001803058
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $270.31万 | 0.73% | 28,762 | 473 | 1.7% | $4.45万 | 加仓 |
| AMAT | APPLIED MATLS INC | $278.43万 | 0.76% | 8,146 | 62 | 0.8% | $2.12万 | 加仓 |
| WMT | WALMART INC | $287.17万 | 0.78% | 23,107 | 9,253 | 66.8% | $115.00万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $290.47万 | 0.79% | 46,342 | 2,042 | 4.6% | $12.80万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $292.84万 | 0.79% | 7,475 | -3,682 | -33.0% | -$144.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $297.09万 | 0.81% | 6,200 | -93 | -1.5% | -$4.46万 | 减仓 |
| DE | DEERE & CO | $302.18万 | 0.82% | 5,364 | 140 | 2.7% | $7.89万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $305.65万 | 0.83% | 19,065 | 3,484 | 22.4% | $55.86万 | 加仓 |
| IWD | ISHARES TR | $308.25万 | 0.84% | 14,427 | 15 | 0.1% | $3,205 | 加仓 |
| CVX | CHEVRON CORPORATION | $308.28万 | 0.84% | 14,900 | 1,242 | 9.1% | $25.70万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $319.57万 | 0.87% | 9,456 | -1,502 | -13.7% | -$50.76万 | 减仓 |
| GLD | SPDR GOLD TR | $332.12万 | 0.90% | 7,718 | -346 | -4.3% | -$14.89万 | 减仓 |
| CAT | CATERPILLAR INC | $332.81万 | 0.90% | 4,698 | -1,444 | -23.5% | -$102.30万 | 减仓 |
| AVGO | BROADCOM INC | $381.33万 | 1.03% | 12,320 | 398 | 3.3% | $12.32万 | 加仓 |
| IEMG | ISHARES INC | $420.22万 | 1.14% | 60,246 | 99 | 0.2% | $6,905 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $429.72万 | 1.17% | 32,334 | 263 | 0.8% | $3.50万 | 加仓 |
| LLY | ELI LILLY & CO | $440.73万 | 1.20% | 4,792 | -607 | -11.2% | -$55.83万 | 减仓 |
| KO | COCA COLA CO | $441.52万 | 1.20% | 58,056 | 184 | 0.3% | $1.40万 | 加仓 |
| AMZN | AMAZON COM INC | $550.20万 | 1.49% | 26,418 | 1,343 | 5.4% | $27.97万 | 加仓 |
| COWZ | PACER FDS TR | $550.27万 | 1.49% | 87,959 | 289 | 0.3% | $1.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $612.25万 | 1.66% | 20,813 | 155 | 0.8% | $4.56万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $615.76万 | 1.67% | 133,658 | 7,072 | 5.6% | $32.58万 | 加仓 |
| IWF | ISHARES TR | $663.31万 | 1.80% | 15,556 | -40 | -0.3% | -$1.71万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $675.72万 | 1.83% | 88,887 | 226 | 0.3% | $1.72万 | 加仓 |
| IJH | ISHARES TR | $748.60万 | 2.03% | 110,854 | 883 | 0.8% | $5.96万 | 加仓 |
| PWR | QUANTA SVCS INC | $768.27万 | 2.08% | 13,993 | -1,180 | -7.8% | -$64.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $805.22万 | 2.18% | 21,753 | 5,968 | 37.8% | $220.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $814.66万 | 2.21% | 127,132 | 123,864 | 3,790.2% | $793.72万 | 加仓 |
| GOOGL | ALPHABET INC | $882.78万 | 2.39% | 30,699 | 4,897 | 19.0% | $140.82万 | 加仓 |
| IVW | ISHARES TR | $994.52万 | 2.70% | 87,925 | 2,176 | 2.5% | $24.61万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,009.70万 | 2.74% | 172,480 | 1,704 | 1.0% | $9.98万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,125.52万 | 3.05% | 75,998 | 909 | 1.2% | $13.46万 | 加仓 |
| AAPL | APPLE INC | $1,366.51万 | 3.71% | 53,844 | -860 | -1.6% | -$21.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,531.68万 | 4.15% | 87,826 | -2,696 | -3.0% | -$47.02万 | 减仓 |
| IVV | ISHARES TR | $1,700.20万 | 4.61% | 26,028 | 45 | 0.2% | $2.94万 | 加仓 |