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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $101.74万 | 0.28% | 6,916 | 730 | 11.8% | $10.74万 | 加仓 |
| ITA | ISHARES TR | $101.50万 | 0.28% | 4,640 | 41 | 0.9% | $8,969 | 加仓 |
| ITOT | ISHARES TR | $100.19万 | 0.27% | 7,034 | 36 | 0.5% | $5,128 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $96.71万 | 0.26% | 19,361 | 1,923 | 11.0% | $9.61万 | 加仓 |
| PAYX | PAYCHEX INC | $96.22万 | 0.26% | 10,445 | -631 | -5.7% | -$5.81万 | 减仓 |
| TFC | TRUIST FINL CORP | $95.86万 | 0.26% | 20,853 | -1,821 | -8.0% | -$8.37万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $92.88万 | 0.25% | 18,618 | 786 | 4.4% | $3.92万 | 加仓 |
| TTE | TOTALENERGIES SE | $92.67万 | 0.25% | 10,186 | 473 | 4.9% | $4.30万 | 加仓 |
| GOOG | ALPHABET INC | $91.90万 | 0.25% | 3,204 | 1 | 0.0% | $287 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $90.70万 | 0.25% | 17,904 | 496 | 2.8% | $2.51万 | 加仓 |
| SNY | SANOFI SA | $90.31万 | 0.24% | 18,745 | 101 | 0.5% | $4,866 | 加仓 |
| GPC | GENUINE PARTS CO | $90.24万 | 0.24% | 8,533 | -705 | -7.6% | -$7.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $87.64万 | 0.24% | 1,518 | 9 | 0.6% | $5,196 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $85.37万 | 0.23% | 6,519 | 358 | 5.8% | $4.69万 | 加仓 |
| IAU | ISHARES GOLD TR | $85.25万 | 0.23% | 9,670 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $83.17万 | 0.23% | 20,261 | 140 | 0.7% | $5,747 | 加仓 |
| TXN | TEXAS INSTRS INC | $82.48万 | 0.22% | 4,249 | 616 | 17.0% | $11.96万 | 加仓 |
| KR | KROGER CO | $80.49万 | 0.22% | 11,123 | 409 | 3.8% | $2.96万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $79.66万 | 0.22% | 16,135 | -59 | -0.4% | -$2,913 | 减仓 |
| VST | VISTRA CORP | $76.65万 | 0.21% | 5,099 | 5,099 | — | $76.65万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $73.42万 | 0.20% | 2,173 | 37 | 1.7% | $1.25万 | 加仓 |
| UL | UNILEVER PLC | $73.37万 | 0.20% | 12,878 | 12,878 | — | $73.37万 | 新建仓 |
| IVE | ISHARES TR | $70.81万 | 0.19% | 3,354 | 12 | 0.4% | $2,533 | 加仓 |
| DASH | DOORDASH INC | $69.92万 | 0.19% | 4,657 | 132 | 2.9% | $1.98万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $69.68万 | 0.19% | 5,554 | 288 | 5.5% | $3.61万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $69.27万 | 0.19% | 15,124 | 975 | 6.9% | $4.47万 | 加仓 |
| DXCM | DEXCOM INC | $68.92万 | 0.19% | 10,974 | 10,974 | — | $68.92万 | 新建仓 |
| IQLT | ISHARES TR | $67.70万 | 0.18% | 14,643 | -170,778 | -92.1% | -$789.53万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $64.76万 | 0.18% | 1,876 | 1,876 | — | $64.76万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $64.60万 | 0.18% | 3,994 | 315 | 8.6% | $5.09万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $64.57万 | 0.18% | 18,200 | 1,108 | 6.5% | $3.93万 | 加仓 |
| MDT | MEDTRONIC PLC | $62.60万 | 0.17% | 7,225 | 162 | 2.3% | $1.40万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $61.92万 | 0.17% | 1,458 | -50 | -3.3% | -$2.12万 | 减仓 |
| RBLX | ROBLOX CORP | $61.42万 | 0.17% | 10,859 | 6,210 | 133.6% | $35.12万 | 加仓 |
| IJJ | ISHARES TR | $60.73万 | 0.16% | 4,583 | 12 | 0.3% | $1,590 | 加仓 |
| KIM | KIMCO REALTY CORP | $60.62万 | 0.16% | 26,977 | -3,794 | -12.3% | -$8.52万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $59.68万 | 0.16% | 4,282 | -169 | -3.8% | -$2.36万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $58.25万 | 0.16% | 8,679 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $57.54万 | 0.16% | 1,981 | 254 | 14.7% | $7.38万 | 加仓 |
| IEFA | ISHARES TR | $55.58万 | 0.15% | 6,139 | -9 | -0.1% | -$815 | 减仓 |
| ABBV | ABBVIE INC | $53.64万 | 0.15% | 2,466 | -100 | -3.9% | -$2.18万 | 减仓 |
| IJR | ISHARES TR | $51.69万 | 0.14% | 4,158 | -82 | -1.9% | -$1.02万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $51.01万 | 0.14% | 11,052 | 894 | 8.8% | $4.13万 | 加仓 |
| MO | ALTRIA GROUP INC | $47.71万 | 0.13% | 7,229 | 22 | 0.3% | $1,452 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $46.31万 | 0.13% | 4,627 | 107 | 2.4% | $1.07万 | 加仓 |
| MUB | ISHARES TR | $45.64万 | 0.12% | 4,300 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $44.69万 | 0.12% | 1,624 | 32 | 2.0% | $8,807 | 加仓 |
| TSLA | TESLA INC | $44.05万 | 0.12% | 1,185 | -70 | -5.6% | -$2.60万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $43.89万 | 0.12% | 4,028 | 6 | 0.1% | $654 | 加仓 |
| VO | VANGUARD INDEX FDS | $42.30万 | 0.11% | 1,473 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $42.27万 | 0.11% | 3,727 | 267 | 7.7% | $3.03万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $40.88万 | 0.11% | 2,502 | 86 | 3.6% | $1.41万 | 加仓 |
| VLO | VALERO ENERGY CORP | $39.88万 | 0.11% | 1,614 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $37.51万 | 0.10% | 13,064 | -517 | -3.8% | -$1.48万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.61万 | 0.10% | 6,283 | 217 | 3.6% | $1.23万 | 加仓 |
| MPC | MARATHON PETE CORP | $34.53万 | 0.09% | 1,414 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.73万 | 0.09% | 5,396 | -50 | -0.9% | -$3,033 | 减仓 |
| ALB | ALBEMARLE CORP | $32.52万 | 0.09% | 1,811 | -68 | -3.6% | -$1.22万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.14万 | 0.09% | 6,351 | 35 | 0.6% | $1,771 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $30.11万 | 0.08% | 939 | 75 | 8.7% | $2.40万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $29.90万 | 0.08% | 717 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $29.45万 | 0.08% | 974 | 1 | 0.1% | $302 | 加仓 |
| SDY | SPDR SERIES TRUST | $29.43万 | 0.08% | 2,016 | 4 | 0.2% | $584 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.09万 | 0.08% | 1,353 | 5 | 0.4% | $1,075 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $28.72万 | 0.08% | 2,919 | 51 | 1.8% | $5,017 | 加仓 |
| EFA | ISHARES TR | $28.39万 | 0.08% | 2,923 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $28.39万 | 0.08% | 1,997 | 6 | 0.3% | $853 | 加仓 |
| T | AT&T INC | $28.34万 | 0.08% | 9,777 | 64 | 0.7% | $1,855 | 加仓 |
| IWB | ISHARES TR | $25.67万 | 0.07% | 720 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $24.69万 | 0.07% | 8,684 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $24.68万 | 0.07% | 2,849 | 200 | 7.6% | $1.73万 | 加仓 |
| MS | MORGAN STANLEY | $23.53万 | 0.06% | 1,430 | 6 | 0.4% | $987 | 加仓 |
| AMLP | ALPS ETF TR | $23.48万 | 0.06% | 4,460 | -163 | -3.5% | -$8,580 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $23.39万 | 0.06% | 1,254 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.69万 | 0.06% | 1,551 | -228 | -12.8% | -$3.34万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.88万 | 0.06% | 1,077 | -98 | -8.3% | -$1.99万 | 减仓 |
| SLV | ISHARES SILVER TR | $21.69万 | 0.06% | 3,183 | 3,183 | — | $21.69万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $21.43万 | 0.06% | 5,727 | 5,727 | — | $21.43万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.90万 | 0.06% | 239 | 239 | — | $20.90万 | 新建仓 |
| GE | GE AEROSPACE | $20.79万 | 0.06% | 732 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $20.56万 | 0.06% | 1,709 | 1,709 | — | $20.56万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $20.45万 | 0.06% | 3,479 | 3,479 | — | $20.45万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $20.23万 | 0.05% | 10,483 | 163 | 1.6% | $3,146 | 加仓 |
| VUG | VANGUARD INDEX FDS | $19.89万 | 0.05% | 455 | 50 | 12.3% | $2.19万 | 加仓 |
| IBB | ISHARES TR | $19.83万 | 0.05% | 1,175 | -176 | -13.0% | -$2.97万 | 减仓 |
| QUAL | ISHARES TR | $18.63万 | 0.05% | 971 | 0 | 0.0% | — | 不变 |
| — | CION INVT CORP | $17.31万 | 0.05% | 25,311 | 155 | 0.6% | $1,060 | 加仓 |
| — | KRANESHARES TRUST | $15.84万 | 0.04% | 8,465 | 67 | 0.8% | $1,254 | 加仓 |
| VTV | VANGUARD INDEX FDS | $15.18万 | 0.04% | 773 | 3 | 0.4% | $589 | 加仓 |
| HYG | ISHARES TR | $14.62万 | 0.04% | 1,838 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $14.40万 | 0.04% | 1,756 | 6 | 0.3% | $492 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $12.84万 | 0.03% | 2,589 | 12 | 0.5% | $595 | 加仓 |
| EEM | ISHARES TR | $12.34万 | 0.03% | 2,174 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $12.34万 | 0.03% | 643 | -399 | -38.3% | -$7.65万 | 减仓 |
| VHT | VANGUARD WORLD FD | $12.33万 | 0.03% | 453 | 1 | 0.2% | $272 | 加仓 |
| IMCB | ISHARES TR | $11.93万 | 0.03% | 1,430 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $11.88万 | 0.03% | 1,693 | 7 | 0.4% | $491 | 加仓 |
| IGSB | ISHARES TR | $11.78万 | 0.03% | 2,241 | 1 | 0.0% | $53 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $11.70万 | 0.03% | 2,341 | 5 | 0.2% | $250 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $11.64万 | 0.03% | 2,537 | 702 | 38.3% | $3.22万 | 加仓 |