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
SNOW SNOWFLAKE INC $252.44万0.60%9,919 1,91323.9% $48.69万 加仓
META META PLATFORMS INC $256.76万0.62%4,558 1082.4% $6.08万 加仓
AMGN AMGEN INC $257.66万0.62%7,115 6129.4% $22.16万 加仓
GLD SPDR GOLD TR $274.94万0.66%7,463 -255-3.3% -$9.39万 减仓
MRVL MARVELL TECHNOLOGY INC $280.61万0.67%9,420 -2,911-23.6% -$86.72万 减仓
FIDU FIDELITY COVINGTON TRUST $281.99万0.68%28,310 -7-0.0% -$697 减仓
BLK BLACKROCK INC $282.38万0.68%2,937 2288.4% $21.92万 加仓
WMT WALMART INC $282.77万0.68%24,967 1,8608.0% $21.07万 加仓
KLAC KLA CORP $292.18万0.70%9,684 -766-7.3% -$23.11万 减仓
V VISA INC $293.11万0.70%8,543 -133-1.5% -$4.56万 减仓
CSCO CISCO SYS INC $302.08万0.72%25,718 -16,799-39.5% -$197.32万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $314.48万0.75%6,285 851.4% $4.25万 加仓
URI UNITED RENTALS INC $346.80万0.83%3,061 893.0% $10.08万 加仓
IWD ISHARES TR $350.04万0.84%14,439 120.1% $2,909 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $352.00万0.84%3,648 -3,827-51.2% -$369.27万 减仓
DE DEERE & CO $376.75万0.90%5,939 57510.7% $36.48万 加仓
AVGO BROADCOM INC $413.91万0.99%10,957 -1,363-11.1% -$51.49万 减仓
ANET ARISTA NETWORKS INC $417.89万1.00%24,599 9,14459.2% $155.34万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $433.10万1.04%48,203 1,8614.0% $16.72万 加仓
AMAT APPLIED MATLS INC $458.84万1.10%6,346 -1,800-22.1% -$130.15万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $461.13万1.10%9,656 2002.1% $9.55万 加仓
KO COCA COLA CO $476.41万1.14%58,620 5641.0% $4.58万 加仓
CAT CATERPILLAR INC $498.91万1.20%4,685 -13-0.3% -$1.38万 减仓
IEMG ISHARES INC $505.58万1.21%61,031 7851.3% $6.50万 加仓
COWZ PACER FDS TR $560.90万1.34%90,177 2,2182.5% $13.80万 加仓
LLY ELI LILLY & CO $571.89万1.37%4,768 -24-0.5% -$2.88万 减仓
XLK SELECT SECTOR SPDR TR $623.91万1.50%32,748 4141.3% $7.89万 加仓
AMZN AMAZON COM INC $625.73万1.50%26,254 -164-0.6% -$3.91万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $670.06万1.61%145,507 11,8498.9% $54.56万 加仓
PANW PALO ALTO NETWORKS INC $704.48万1.69%20,658 1,5938.4% $54.32万 加仓
JPM JPMORGAN CHASE & CO $754.78万1.81%23,059 2,24610.8% $73.52万 加仓
IWF ISHARES TR $772.98万1.85%62,252 280.0% $3,477 加仓
MSFT MICROSOFT CORP $813.65万1.95%21,812 590.3% $2.20万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $843.22万2.02%90,058 1,1711.3% $10.96万 加仓
IJH ISHARES TR $869.48万2.08%112,759 1,9051.7% $14.69万 加仓
VEA VANGUARD TAX-MANAGED FDS $918.11万2.20%128,857 1,7251.4% $12.29万 加仓
PWR QUANTA SVCS INC $1,002.38万2.40%13,921 -72-0.5% -$5.18万 减仓
VGSH VANGUARD SCOTTSDALE FDS $1,023.62万2.45%175,881 3,4012.0% $19.79万 加仓
GOOGL ALPHABET INC $1,118.68万2.68%31,303 6042.0% $21.59万 加仓
VYM VANGUARD WHITEHALL FDS $1,220.01万2.92%77,201 1,2031.6% $19.01万 加仓
IVW ISHARES TR $1,224.72万2.93%89,051 1,1261.3% $15.49万 加仓
AAPL APPLE INC $1,581.49万3.79%54,655 8111.5% $23.47万 加仓
NVDA NVIDIA CORPORATION $1,741.26万4.17%87,024 -802-0.9% -$16.05万 减仓
IVV ISHARES TR $1,940.14万4.65%25,907 -121-0.5% -$9.06万 减仓