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 |
|---|---|---|---|---|---|---|---|---|
| IWN | ISHARES TR | $11.60万 | 0.03% | 612 | 2 | 0.3% | $379 | 加仓 |
| — | WISDOMTREE TR | $11.23万 | 0.03% | 3,332 | 10 | 0.3% | $337 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $11.16万 | 0.03% | 2,588 | 9 | 0.3% | $388 | 加仓 |
| GDX | VANECK ETF TRUST | $10.89万 | 0.03% | 1,186 | -365 | -23.5% | -$3.35万 | 减仓 |
| XBI | SPDR SERIES TRUST | $10.36万 | 0.03% | 811 | -11 | -1.3% | -$1,405 | 减仓 |
| CWB | SPDR SERIES TRUST | $9.96万 | 0.03% | 1,088 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $9.93万 | 0.03% | 2,346 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $9.09万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $8.98万 | 0.02% | 362 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $8.89万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $8.81万 | 0.02% | 920 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $8.56万 | 0.02% | 1,678 | -90 | -5.1% | -$4,589 | 减仓 |
| USFR | WISDOMTREE TR | $8.50万 | 0.02% | 1,689 | 15 | 0.9% | $755 | 加仓 |
| MOAT | VANECK ETF TRUST | $8.26万 | 0.02% | 854 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $8.01万 | 0.02% | 799 | -798 | -50.0% | -$8.00万 | 减仓 |
| BIL | SPDR SERIES TRUST | $7.32万 | 0.02% | 799 | -799 | -50.0% | -$7.32万 | 减仓 |
| SOXX | ISHARES TR | $6.90万 | 0.02% | 210 | 0 | 0.0% | — | 不变 |
| ENFR | ALPS ETF TR | $6.43万 | 0.02% | 1,684 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $6.28万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $6.26万 | 0.02% | 470 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $6.12万 | 0.02% | 1,036 | 5 | 0.5% | $295 | 加仓 |
| EFAV | ISHARES TR | $5.83万 | 0.02% | 638 | 0 | 0.0% | — | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $5.44万 | 0.01% | 614 | -8 | -1.3% | -$709 | 减仓 |
| VBK | VANGUARD INDEX FDS | $5.32万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $5.17万 | 0.01% | 736 | 2 | 0.3% | $140 | 加仓 |
| BIZD | VANECK ETF TRUST | $5.12万 | 0.01% | 4,000 | 4,000 | — | $5.12万 | 新建仓 |
| GOVT | ISHARES TR | $5.12万 | 0.01% | 2,234 | -211 | -8.6% | -$4,835 | 重新持有 |
| SHV | ISHARES TR | $5.02万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $5.00万 | 0.01% | 539 | 0 | 0.0% | — | 重新持有 |
| FELC | FIDELITY COVINGTON TRUST | $4.48万 | 0.01% | 1,234 | 3 | 0.2% | $109 | 加仓 |
| HDV | ISHARES TR | $4.38万 | 0.01% | 323 | 0 | 0.0% | — | 重新持有 |
| VDC | VANGUARD WORLD FD | $4.38万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4.36万 | 0.01% | 551 | 4 | 0.7% | $317 | 加仓 |
| HEZU | ISHARES TR | $4.10万 | 0.01% | 938 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $4.05万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $3.99万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.76万 | 0.01% | 690 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $3.67万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $3.57万 | 0.01% | 682 | 3 | 0.4% | $157 | 加仓 |
| HYMB | SPDR SERIES TRUST | $3.52万 | 0.01% | 1,421 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $3.41万 | 0.01% | 1,167 | 7 | 0.6% | $204 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.33万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $3.12万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $3.06万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $3.05万 | 0.01% | 166 | 1 | 0.6% | $184 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $3.00万 | 0.01% | 318 | 2 | 0.6% | $189 | 加仓 |
| IWO | ISHARES TR | $2.92万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.84万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $2.82万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $2.80万 | 0.01% | 847 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $2.72万 | 0.01% | 607 | 3 | 0.5% | $135 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $2.65万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $2.55万 | 0.01% | 204 | 1 | 0.5% | $125 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.55万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $2.39万 | 0.01% | 449 | 2 | 0.4% | $106 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2.29万 | 0.01% | 336 | 29 | 9.4% | $1,978 | 加仓 |
| IYW | ISHARES TR | $2.29万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $2.27万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $1.99万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $1.90万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $1.84万 | 0.01% | 326 | 283 | 658.1% | $1.60万 | 加仓 |
| EFV | ISHARES TR | $1.82万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1.79万 | 0.00% | 30 | -98 | -76.6% | -$5.86万 | 减仓 |
| REI | RING ENERGY INC | $1.77万 | 0.00% | 11,552 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.70万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.61万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $1.58万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $1.56万 | 0.00% | 323 | 1 | 0.3% | $48 | 加仓 |
| IJT | ISHARES TR | $1.56万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $1.52万 | 0.00% | 252 | -251 | -49.9% | -$1.52万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1.42万 | 0.00% | 202 | 1 | 0.5% | $70 | 加仓 |
| SPMB | SPDR SERIES TRUST | $1.40万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.38万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $1.28万 | 0.00% | 698 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $1.24万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1.24万 | 0.00% | 409 | 3 | 0.7% | $91 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.23万 | 0.00% | 161 | 7 | 4.5% | $536 | 加仓 |
| TLT | ISHARES TR | $1.23万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $1.17万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.17万 | 0.00% | 119 | 71 | 147.9% | $6,951 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1.08万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.06万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $1.04万 | 0.00% | 110 | -1 | -0.9% | -$95 | 减仓 |
| EMB | ISHARES TR | $1.03万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $9,317 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $8,492 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $8,438 | 0.00% | 84 | 1 | 1.2% | $100 | 加仓 |
| SJNK | SPDR SERIES TRUST | $8,268 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $8,112 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $8,011 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $7,653 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $7,245 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $6,980 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $6,497 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $5,923 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $5,635 | 0.00% | 122 | -7 | -5.4% | -$323 | 减仓 |
| MBB | ISHARES TR | $5,613 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $5,607 | 0.00% | 173 | 1 | 0.6% | $32 | 加仓 |
| IGV | ISHARES TR | $5,283 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $5,021 | 0.00% | 98 | 0 | 0.0% | — | 不变 |