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
VTIP VANGUARD MALVERN FDS $97.25万0.23%19,361 00.0% — 不变
SPGI S&P GLOBAL INC $96.57万0.23%2,371 -79-3.2% -$3.22万 减仓
CSX CSX CORP $96.53万0.23%20,309 480.2% $2,281 加仓
SGOL ETFS GOLD TR $96.37万0.23%25,208 00.0% — 不变
SLB SLB LIMITED $95.96万0.23%20,640 -10,646-34.0% -$49.49万 减仓
TMUS T-MOBILE US INC $95.86万0.23%5,715 3326.2% $5.57万 加仓
VTEB VANGUARD MUN BD FDS $95.28万0.23%18,838 2201.2% $1.11万 加仓
FMB FIRST TR EXCH TRADED FD III $94.34万0.23%18,365 4612.6% $2.37万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $93.17万0.22%11,480 -1,965-14.6% -$15.95万 减仓
TFC TRUIST FINL CORP $91.86万0.22%18,438 -2,415-11.6% -$12.03万 减仓
PAYX PAYCHEX INC $91.66万0.22%9,321 -1,124-10.8% -$11.05万 减仓
PEP PEPSICO INC $86.06万0.21%6,356 -737-10.4% -$9.98万 减仓
UL UNILEVER PLC $85.25万0.20%14,180 1,30210.1% $7.83万 加仓
VST VISTRA CORP $83.11万0.20%5,239 1402.7% $2.22万 加仓
BMY BRISTOL-MYERS SQUIBB CO $81.44万0.20%14,133 8,737161.9% $50.34万 加仓
XLI SELECT SECTOR SPDR TR $78.89万0.19%4,259 2656.6% $4.91万 加仓
XLF SELECT SECTOR SPDR TR $77.23万0.19%14,407 -1,728-10.7% -$9.26万 减仓
IVE ISHARES TR $76.43万0.18%3,366 120.4% $2,725 加仓
DXCM DEXCOM INC $76.41万0.18%11,345 3713.4% $2.50万 加仓
AZN ASTRAZENECA PLC $76.34万0.18%4,026 -1,488-27.0% -$28.22万 减仓
IQLT ISHARES TR $73.17万0.18%14,768 1250.9% $6,194 加仓
IAU ISHARES GOLD TR $73.02万0.17%9,670 00.0% — 不变
SHEL SHELL PLC $72.40万0.17%9,338 -3,901-29.5% -$30.25万 减仓
MDT MEDTRONIC PLC $71.99万0.17%9,202 1,97727.4% $15.47万 加仓
DD DUPONT DE NEMOURS INC $69.75万0.17%5,142 -9,982-66.0% -$135.40万 减仓
ROBT FIRST TR EXCHANGE TRADED FD $68.14万0.16%12,112 1,0609.6% $5.96万 加仓
IJJ ISHARES TR $67.07万0.16%4,540 -43-0.9% -$6,352 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $65.07万0.16%8,681 20.0% $150 加仓
— EXXON MOBIL CORP $64.23万0.15%4,698 -2,055-30.4% -$28.10万 减仓
KR KROGER CO $63.88万0.15%11,504 3813.4% $2.12万 加仓
IJR ISHARES TR $62.75万0.15%4,231 731.8% $1.08万 加仓
TTE TOTALENERGIES SE $62.39万0.15%8,024 -2,162-21.2% -$16.81万 减仓
ABBV ABBVIE INC $61.84万0.15%2,458 -8-0.3% -$2,013 减仓
IEFA ISHARES TR $59.28万0.14%6,137 -2-0.0% -$193 减仓
HAL HALLIBURTON CO $59.01万0.14%17,382 -9,134-34.4% -$31.01万 减仓
CELH CELSIUS HLDGS INC $57.35万0.14%19,588 1,3887.6% $4.06万 加仓
C CITIGROUP INC $57.35万0.14%4,097 3709.9% $5.18万 加仓
LHX L3HARRIS TECHNOLOGIES INC $55.51万0.13%1,910 341.8% $9,881 加仓
RCL ROYAL CARIBBEAN GROUP $55.39万0.13%1,744 1207.4% $3.81万 加仓
APD AIR PRODUCTS AND CHEMICALS I $55.34万0.13%1,888 -93-4.7% -$2.73万 减仓
IBIT ISHARES BITCOIN TRUST ETF $54.62万0.13%16,408 2,10614.7% $7.01万 重新持有
MO ALTRIA GROUP INC $52.15万0.12%7,248 190.3% $1,367 加仓
TSLA TESLA INC $50.89万0.12%1,210 252.1% $1.05万 加仓
GILD GILEAD SCIENCES INC $50.82万0.12%4,023 -259-6.0% -$3.27万 减仓
— AVALONBAY CMNTYS INC $50.35万0.12%2,669 1676.7% $3.15万 加仓
VO VANGUARD INDEX FDS $47.48万0.11%5,893 10.0% $81 加仓
DECK DECKERS OUTDOOR CORP $47.24万0.11%4,758 1312.8% $1.30万 加仓
MUB ISHARES TR $46.28万0.11%4,300 00.0% — 不变
XLY SELECT SECTOR SPDR TR $46.06万0.11%3,928 -100-2.5% -$1.17万 减仓
KIM KIMCO REALTY CORP $45.26万0.11%17,855 -9,122-33.8% -$23.12万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $38.55万0.09%6,825 5428.6% $3.06万 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $35.56万0.09%13,146 820.6% $2,218 加仓
TT TRANE TECHNOLOGIES PLC $35.26万0.08%718 10.1% $491 加仓
VLUE ISHARES TR $34.08万0.08%1,706 -291-14.6% -$5.81万 减仓
AXP AMERICAN EXPRESS CO $32.98万0.08%975 10.1% $338 加仓
SHW SHERWIN WILLIAMS CO $32.35万0.08%939 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $32.29万0.08%6,384 330.5% $1,669 加仓
SDY SPDR SERIES TRUST $32.21万0.08%2,116 1005.0% $1.52万 加仓
VIG VANGUARD SPECIALIZED FUNDS $31.35万0.08%1,325 -28-2.1% -$6,624 减仓
UPS UNITED PARCEL SVCS INC $30.98万0.07%2,882 -37-1.3% -$3,978 减仓
EFA ISHARES TR $30.61万0.07%2,946 230.8% $2,389 加仓
MS MORGAN STANLEY $29.99万0.07%1,435 50.3% $1,045 加仓
CRWD CROWDSTRIKE HLDGS INC $29.81万0.07%391 391— $29.81万 新建仓
IWB ISHARES TR $29.48万0.07%720 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $28.05万0.07%1,254 00.0% — 不变
INTC INTEL CORP $27.97万0.07%2,003 2,003— $27.97万 新建仓
GE GE AEROSPACE $27.41万0.07%733 10.1% $374 加仓
IXUS ISHARES TR $27.24万0.07%2,854 50.2% $477 加仓
ADP AUTOMATIC DATA PROCESSING IN $24.28万0.06%1,084 70.6% $1,568 加仓
ALB ALBEMARLE CORP $23.49万0.06%1,740 -71-3.9% -$9,585 减仓
QQQE DIREXION SHARES ETF TRUST $23.35万0.06%1,914 1,914— $23.35万 新建仓
AMLP ALPS ETF TR $23.31万0.06%4,496 360.8% $1,866 加仓
SLV ISHARES SILVER TR $22.97万0.06%4,296 1,11335.0% $5.95万 加仓
IBB ISHARES TR $22.34万0.05%1,175 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $22.09万0.05%1,042 1,042— $22.09万 新建仓
QUAL ISHARES TR $21.32万0.05%972 10.1% $219 加仓
CINF CINCINNATI FINL CORP $21.27万0.05%1,149 1,149— $21.27万 新建仓
KWEB KRANESHARES TRUST $21.25万0.05%8,684 00.0% — 不变
VUG VANGUARD INDEX FDS $21.16万0.05%2,457 -273-10.0% -$2.35万 减仓
MRK MERCK & CO INC $20.86万0.05%1,624 -85-5.0% -$1.09万 减仓
FCX FREEPORT MCMORAN INC $20.65万0.05%3,283 -196-5.6% -$1.23万 减仓
T AT&T INC $20.37万0.05%9,841 640.7% $1,325 加仓
SMH VANECK ETF TRUST $15.87万0.04%242 104.3% $6,559 加仓
RSP INVESCO EXCHANGE TRADED FD T $15.80万0.04%742 9915.4% $2.11万 加仓
DEM WISDOMTREE TR $15.23万0.04%2,831 2,831— $15.23万 新建仓
VTV VANGUARD INDEX FDS $15.00万0.04%688 -85-11.0% -$1.85万 减仓
EEM ISHARES TR $14.88万0.04%2,175 10.0% $68 加仓
— KRANESHARES TRUST $14.76万0.04%8,534 690.8% $1,193 加仓
HYG ISHARES TR $14.70万0.04%1,838 00.0% — 不变
XLP SELECT SECTOR SPDR TR $14.64万0.04%1,763 70.4% $581 加仓
IMCB ISHARES TR $13.81万0.03%1,430 00.0% — 不变
IWN ISHARES TR $13.59万0.03%614 20.3% $443 加仓
VHT VANGUARD WORLD FD $13.56万0.03%453 00.0% — 不变
SOXX ISHARES TR $13.46万0.03%210 00.0% — 不变
XBI SPDR SERIES TRUST $12.85万0.03%812 10.1% $158 加仓
DGRO ISHARES TR $12.83万0.03%1,693 00.0% — 不变
FXU FIRST TR EXCHANGE-TRADED FD $12.83万0.03%2,600 110.4% $543 加仓
GSIE GOLDMAN SACHS ETF TR $11.98万0.03%2,621 331.3% $1,508 加仓
IGSB ISHARES TR $11.75万0.03%2,242 10.0% $52 加仓
CWB SPDR SERIES TRUST $11.73万0.03%1,088 00.0% — 不变