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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -13,188 | -100.0% | -$349.36万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -6,314 | -100.0% | -$153.03万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -17,666 | -100.0% | -$103.13万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,466 | -100.0% | -$100.50万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -2,760 | -100.0% | -$91.11万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -10,437 | -100.0% | -$69.37万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -5,122 | -100.0% | -$67.85万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -27,236 | -100.0% | -$60.68万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -5,356 | -100.0% | -$28.46万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,408 | -100.0% | -$24.17万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -12,701 | -100.0% | -$5.25万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -16 | -100.0% | -$2,081 | 清仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -10 | -100.0% | -$1,139 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -7 | -100.0% | -$228 | 清仓 |
| EMXC | ISHARES INC | $315 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $592 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $632 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $722 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $888 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS DETROIT STR TR | $1,538 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $1,713 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $1,868 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,949 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $2,582 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $3,151 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3,334 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| MLN | VANECK ETF TRUST | $3,366 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $3,560 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $3,781 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $3,948 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $3,985 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $3,999 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $4,144 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $4,623 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $5,021 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $5,283 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $5,607 | 0.00% | 173 | 1 | 0.6% | $32 | 加仓 |
| MBB | ISHARES TR | $5,613 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $5,635 | 0.00% | 122 | -7 | -5.4% | -$323 | 减仓 |
| IJS | ISHARES TR | $5,923 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $6,497 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $6,980 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $7,245 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $7,653 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $8,011 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $8,112 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $8,268 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $8,438 | 0.00% | 84 | 1 | 1.2% | $100 | 加仓 |
| VV | VANGUARD INDEX FDS | $8,492 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $9,317 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $1.03万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $1.04万 | 0.00% | 110 | -1 | -0.9% | -$95 | 减仓 |
| — | ISHARES TR | $1.06万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $1.08万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.17万 | 0.00% | 119 | 71 | 147.9% | $6,951 | 加仓 |
| IEI | ISHARES TR | $1.17万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $1.23万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $1.23万 | 0.00% | 161 | 7 | 4.5% | $536 | 加仓 |
| PFF | ISHARES TR | $1.24万 | 0.00% | 409 | 3 | 0.7% | $91 | 加仓 |
| VFH | VANGUARD WORLD FD | $1.24万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $1.28万 | 0.00% | 698 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.38万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $1.40万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $1.42万 | 0.00% | 202 | 1 | 0.5% | $70 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1.52万 | 0.00% | 252 | -251 | -49.9% | -$1.52万 | 减仓 |
| IJT | ISHARES TR | $1.56万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $1.56万 | 0.00% | 323 | 1 | 0.3% | $48 | 加仓 |
| LQD | ISHARES TR | $1.58万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.61万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.70万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| REI | RING ENERGY INC | $1.77万 | 0.00% | 11,552 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1.79万 | 0.00% | 30 | -98 | -76.6% | -$5.86万 | 减仓 |
| EFV | ISHARES TR | $1.82万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $1.84万 | 0.01% | 326 | 283 | 658.1% | $1.60万 | 加仓 |
| MXI | ISHARES TR | $1.90万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $1.99万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $2.27万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $2.29万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2.29万 | 0.01% | 336 | 29 | 9.4% | $1,978 | 加仓 |
| IGIB | ISHARES TR | $2.39万 | 0.01% | 449 | 2 | 0.4% | $106 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.55万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $2.55万 | 0.01% | 204 | 1 | 0.5% | $125 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $2.65万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $2.72万 | 0.01% | 607 | 3 | 0.5% | $135 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $2.80万 | 0.01% | 847 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $2.82万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.84万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $2.92万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $3.00万 | 0.01% | 318 | 2 | 0.6% | $189 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3.05万 | 0.01% | 166 | 1 | 0.6% | $184 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3.06万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $3.12万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.33万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $3.41万 | 0.01% | 1,167 | 7 | 0.6% | $204 | 加仓 |
| HYMB | SPDR SERIES TRUST | $3.52万 | 0.01% | 1,421 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $3.57万 | 0.01% | 682 | 3 | 0.4% | $157 | 加仓 |
| VCR | VANGUARD WORLD FD | $3.67万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.76万 | 0.01% | 690 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $3.99万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |