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 |
|---|---|---|---|---|---|---|---|---|
| IYH | ISHARES TR | $4,623 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $4,144 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $3,999 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $3,985 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $3,948 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $3,781 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $3,560 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MLN | VANECK ETF TRUST | $3,366 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3,334 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $3,151 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $2,582 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,949 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $1,868 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $1,713 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS DETROIT STR TR | $1,538 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $888 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $722 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $632 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $592 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $315 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| 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 |