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
XLU SELECT SECTOR SPDR TR $11.57万0.03%2,552 150.6% $680 加仓
— WISDOMTREE TR $11.51万0.03%3,389 571.7% $1,935 加仓
XLB SELECT SECTOR SPDR TR $10.96万0.03%2,155 -186-7.9% -$9,456 减仓
IWM ISHARES TR $10.87万0.03%362 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $10.42万0.02%11,096 11,096— $10.42万 新建仓
SHYG ISHARES TR $9.22万0.02%2,173 -173-7.4% -$7,337 减仓
GDX VANECK ETF TRUST $8.95万0.02%1,186 00.0% — 不变
VOO VANGUARD INDEX FDS $8.93万0.02%130 100333.3% $6.87万 加仓
SCHD SCHWAB STRATEGIC TR $8.92万0.02%2,813 2,813— $8.92万 新建仓
MOAT VANECK ETF TRUST $8.88万0.02%854 00.0% — 不变
JNK SPDR SERIES TRUST $8.87万0.02%920 00.0% — 不变
JMST J P MORGAN EXCHANGE TRADED F $8.61万0.02%1,688 100.6% $510 加仓
USFR WISDOMTREE TR $8.58万0.02%1,705 160.9% $805 加仓
GBIL GOLDMAN SACHS ETF TR $8.00万0.02%799 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $7.91万0.02%2,337 2,337— $7.91万 新建仓
XOP SPDR SERIES TRUST $7.71万0.02%500 00.0% — 不变
BIL SPDR SERIES TRUST $7.32万0.02%799 00.0% — 不变
DVY ISHARES TR $6.49万0.02%415 00.0% — 不变
VBK VANGUARD INDEX FDS $6.44万0.02%176 00.0% — 不变
ENFR ALPS ETF TR $6.42万0.02%1,684 00.0% — 不变
FUTY FIDELITY COVINGTON TRUST $6.09万0.01%1,042 60.6% $350 加仓
VNQ VANGUARD INDEX FDS $5.95万0.01%617 30.5% $289 加仓
BIZD VANECK ETF TRUST $5.70万0.01%4,500 50012.5% $6,330 加仓
FNCL FIDELITY COVINGTON TRUST $5.64万0.01%737 10.1% $77 加仓
VGT VANGUARD WORLD FD $5.55万0.01%464 00.0% — 不变
NLR VANECK ETF TRUST $5.44万0.01%469 -1-0.2% -$116 减仓
FELC FIDELITY COVINGTON TRUST $5.18万0.01%1,237 30.2% $126 加仓
SHV ISHARES TR $5.01万0.01%454 00.0% — 不变
WTAI WISDOMTREE TR $4.75万0.01%1,000 00.0% — 不变
HEZU ISHARES TR $4.70万0.01%938 00.0% — 不变
VIS VANGUARD WORLD FD $4.62万0.01%128 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $4.40万0.01%557 61.1% $474 加仓
VDC VANGUARD WORLD FD $4.39万0.01%195 00.0% — 不变
EZM WISDOMTREE TR $4.31万0.01%569 569— $4.31万 新建仓
XLG INVESCO EXCHANGE TRADED FD T $4.22万0.01%690 00.0% — 不变
VCR VANGUARD WORLD FD $4.07万0.01%103 11.0% $395 加仓
IWO ISHARES TR $3.66万0.01%93 00.0% — 不变
VOT VANGUARD INDEX FDS $3.65万0.01%119 00.0% — 不变
HYMB SPDR SERIES TRUST $3.62万0.01%1,421 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $3.60万0.01%685 30.4% $158 加仓
PPA INVESCO EXCHANGE TRADED FD T $3.55万0.01%201 00.0% — 不变
SPTS SPDR SERIES TRUST $3.42万0.01%1,179 121.0% $348 加仓
— FIDELITY COVINGTON TRUST $3.35万0.01%847 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $3.31万0.01%259 00.0% — 不变
VOE VANGUARD INDEX FDS $3.28万0.01%166 00.0% — 不变
FQAL FIDELITY COVINGTON TRUST $3.26万0.01%401 401— $3.26万 新建仓
IYW ISHARES TR $3.18万0.01%126 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $3.16万0.01%322 41.3% $393 加仓
IGF ISHARES TR $3.14万0.01%472 71.5% $466 加仓
CALF PACER FDS TR $3.07万0.01%607 00.0% — 不变
GSLC GOLDMAN SACHS ETF TR $2.90万0.01%204 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $2.73万0.01%336 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $2.67万0.01%213 00.0% — 不变
JMBS JANUS DETROIT STR TR $2.66万0.01%591 50.9% $225 加仓
PFF ISHARES TR $2.48万0.01%814 40599.0% $1.23万 加仓
MTUM ISHARES TR $2.43万0.01%71 00.0% — 不变
IGIB ISHARES TR $2.40万0.01%451 20.4% $106 加仓
TIP ISHARES TR $2.28万0.01%209 42.0% $437 加仓
EFG ISHARES TR $2.23万0.01%179 00.0% — 不变
SPYV SPDR SERIES TRUST $2.00万0.00%329 30.9% $182 加仓
SCMB SCHWAB STRATEGIC TR $1.94万0.00%750 750— $1.94万 新建仓
IJT ISHARES TR $1.93万0.00%108 00.0% — 不变
MXI ISHARES TR $1.91万0.00%181 21.1% $211 加仓
FV FIRST TR EXCHANGE TRADED FD $1.91万0.00%252 00.0% — 不变
EFV ISHARES TR $1.88万0.00%245 00.0% — 不变
SPSM SPDR SERIES TRUST $1.87万0.00%325 20.6% $115 加仓
VB VANGUARD INDEX FDS $1.60万0.00%53 00.0% — 不变
LQD ISHARES TR $1.58万0.00%145 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $1.56万0.00%202 00.0% — 不变
SPYM SPDR SERIES TRUST $1.44万0.00%164 31.9% $264 加仓
ICLN ISHARES TR $1.43万0.00%698 00.0% — 不变
VFH VANGUARD WORLD FD $1.36万0.00%103 00.0% — 不变
REI RING ENERGY INC $1.25万0.00%11,552 00.0% — 不变
TLT ISHARES TR $1.23万0.00%142 00.0% — 不变
IEI ISHARES TR $1.16万0.00%99 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $1.13万0.00%324 324— $1.13万 新建仓
IYR ISHARES TR $1.12万0.00%110 00.0% — 不变
IHE ISHARES TR $1.07万0.00%108 10.9% $99 加仓
EMB ISHARES TR $1.06万0.00%110 00.0% — 不变
— ISHARES TR $9,9370.00%150 00.0% — 不变
VV VANGUARD INDEX FDS $9,8010.00%28 00.0% — 不变
RWR SPDR SERIES TRUST $9,5220.00%84 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $9,2520.00%400 400— $9,252 新建仓
ACWX ISHARES TR $8,9050.00%117 00.0% — 不变
IUSG ISHARES TR $8,4640.00%45 00.0% — 不变
IJK ISHARES TR $8,4600.00%72 00.0% — 不变
SJNK SPDR SERIES TRUST $8,2850.00%331 00.0% — 不变
IEF ISHARES TR $8,0380.00%85 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $7,6300.00%163 00.0% — 不变
SPYG SPDR SERIES TRUST $7,1390.00%60 -59-49.6% -$7,020 减仓
— SPDR SERIES TRUST $6,9150.00%173 00.0% — 不变
IJS ISHARES TR $6,8340.00%50 00.0% — 不变
SUB ISHARES TR $6,4950.00%61 00.0% — 不变
IGV ISHARES TR $6,0700.00%67 11.5% $91 加仓
MBB ISHARES TR $5,6330.00%60 11.7% $94 加仓
IUSB ISHARES TR $5,6300.00%122 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $5,1240.00%62 -132-68.0% -$1.09万 减仓
USIG ISHARES TR $5,0260.00%98 00.0% — 不变
IYH ISHARES TR $5,0260.00%75 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $4,8610.00%175 175— $4,861 新建仓