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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,700.20万 | 4.61% | 26,028 | 45 | 0.2% | $2.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,531.68万 | 4.15% | 87,826 | -2,696 | -3.0% | -$47.02万 | 减仓 |
| AAPL | APPLE INC | $1,366.51万 | 3.71% | 53,844 | -860 | -1.6% | -$21.83万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,125.52万 | 3.05% | 75,998 | 909 | 1.2% | $13.46万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,009.70万 | 2.74% | 172,480 | 1,704 | 1.0% | $9.98万 | 加仓 |
| IVW | ISHARES TR | $994.52万 | 2.70% | 87,925 | 2,176 | 2.5% | $24.61万 | 加仓 |
| GOOGL | ALPHABET INC | $882.78万 | 2.39% | 30,699 | 4,897 | 19.0% | $140.82万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $814.66万 | 2.21% | 127,132 | 123,864 | 3,790.2% | $793.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $805.22万 | 2.18% | 21,753 | 5,968 | 37.8% | $220.91万 | 加仓 |
| PWR | QUANTA SVCS INC | $768.27万 | 2.08% | 13,993 | -1,180 | -7.8% | -$64.79万 | 减仓 |
| IJH | ISHARES TR | $748.60万 | 2.03% | 110,854 | 883 | 0.8% | $5.96万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $675.72万 | 1.83% | 88,887 | 226 | 0.3% | $1.72万 | 加仓 |
| IWF | ISHARES TR | $663.31万 | 1.80% | 15,556 | -40 | -0.3% | -$1.71万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $615.76万 | 1.67% | 133,658 | 7,072 | 5.6% | $32.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $612.25万 | 1.66% | 20,813 | 155 | 0.8% | $4.56万 | 加仓 |
| COWZ | PACER FDS TR | $550.27万 | 1.49% | 87,959 | 289 | 0.3% | $1.81万 | 加仓 |
| AMZN | AMAZON COM INC | $550.20万 | 1.49% | 26,418 | 1,343 | 5.4% | $27.97万 | 加仓 |
| KO | COCA COLA CO | $441.52万 | 1.20% | 58,056 | 184 | 0.3% | $1.40万 | 加仓 |
| LLY | ELI LILLY & CO | $440.73万 | 1.20% | 4,792 | -607 | -11.2% | -$55.83万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $429.72万 | 1.17% | 32,334 | 263 | 0.8% | $3.50万 | 加仓 |
| IEMG | ISHARES INC | $420.22万 | 1.14% | 60,246 | 99 | 0.2% | $6,905 | 加仓 |
| AVGO | BROADCOM INC | $381.33万 | 1.03% | 12,320 | 398 | 3.3% | $12.32万 | 加仓 |
| CAT | CATERPILLAR INC | $332.81万 | 0.90% | 4,698 | -1,444 | -23.5% | -$102.30万 | 减仓 |
| GLD | SPDR GOLD TR | $332.12万 | 0.90% | 7,718 | -346 | -4.3% | -$14.89万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $319.57万 | 0.87% | 9,456 | -1,502 | -13.7% | -$50.76万 | 减仓 |
| CVX | CHEVRON CORPORATION | $308.28万 | 0.84% | 14,900 | 1,242 | 9.1% | $25.70万 | 加仓 |
| IWD | ISHARES TR | $308.25万 | 0.84% | 14,427 | 15 | 0.1% | $3,205 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $305.65万 | 0.83% | 19,065 | 3,484 | 22.4% | $55.86万 | 加仓 |
| DE | DEERE & CO | $302.18万 | 0.82% | 5,364 | 140 | 2.7% | $7.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $297.09万 | 0.81% | 6,200 | -93 | -1.5% | -$4.46万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $292.84万 | 0.79% | 7,475 | -3,682 | -33.0% | -$144.24万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $290.47万 | 0.79% | 46,342 | 2,042 | 4.6% | $12.80万 | 加仓 |
| WMT | WALMART INC | $287.17万 | 0.78% | 23,107 | 9,253 | 66.8% | $115.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $278.43万 | 0.76% | 8,146 | 62 | 0.8% | $2.12万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $270.31万 | 0.73% | 28,762 | 473 | 1.7% | $4.45万 | 加仓 |
| CSCO | CISCO SYS INC | $269.76万 | 0.73% | 42,517 | 15,958 | 60.1% | $101.25万 | 加仓 |
| V | VISA INC | $262.22万 | 0.71% | 8,676 | 193 | 2.3% | $5.83万 | 加仓 |
| BLK | BLACKROCK INC | $260.50万 | 0.71% | 2,709 | 188 | 7.5% | $18.08万 | 加仓 |
| META | META PLATFORMS INC | $254.59万 | 0.69% | 4,450 | 184 | 4.3% | $10.53万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $246.70万 | 0.67% | 4,082 | 61 | 1.5% | $3.69万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $244.99万 | 0.66% | 28,317 | -297 | -1.0% | -$2.57万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $240.06万 | 0.65% | 39,188 | -7,743 | -16.5% | -$47.43万 | 减仓 |
| BX | BLACKSTONE INC | $235.54万 | 0.64% | 20,484 | 12,242 | 148.5% | $140.77万 | 加仓 |
| MCD | MCDONALDS CORP | $234.73万 | 0.64% | 7,553 | 184 | 2.5% | $5.72万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $231.91万 | 0.63% | 15,818 | -23 | -0.1% | -$3,372 | 减仓 |
| SHY | ISHARES TR | $229.60万 | 0.62% | 27,807 | -4,173 | -13.0% | -$34.46万 | 减仓 |
| AMGN | AMGEN INC | $228.81万 | 0.62% | 6,503 | 358 | 5.8% | $12.60万 | 加仓 |
| — | HONEYWELL INTL INC | $228.47万 | 0.62% | 10,108 | 59 | 0.6% | $1.33万 | 加仓 |
| URI | UNITED RENTALS INC | $216.54万 | 0.59% | 2,972 | 109 | 3.8% | $7.94万 | 加仓 |
| NFLX | NETFLIX INC. | $204.37万 | 0.55% | 21,255 | 1,087 | 5.4% | $10.45万 | 加仓 |
| COP | CONOCOPHILLIPS | $195.89万 | 0.53% | 14,840 | 588 | 4.1% | $7.76万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $189.76万 | 0.51% | 15,455 | 532 | 3.6% | $6.53万 | 加仓 |
| ADI | ANALOG DEVICES INC | $187.27万 | 0.51% | 5,887 | -39 | -0.7% | -$1.24万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $184.38万 | 0.50% | 16,632 | 320 | 2.0% | $3.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $182.50万 | 0.49% | 7,466 | 191 | 2.6% | $4.67万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $180.14万 | 0.49% | 35,884 | 233 | 0.7% | $1.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $171.08万 | 0.46% | 7,058 | 128 | 1.8% | $3.10万 | 加仓 |
| LOW | LOWES COS INC | $170.85万 | 0.46% | 7,231 | 70 | 1.0% | $1.65万 | 加仓 |
| BAC | BANK AMERICA CORP | $170.43万 | 0.46% | 34,960 | 29,130 | 499.7% | $142.01万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $167.64万 | 0.45% | 23,135 | -3,700 | -13.8% | -$26.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $162.11万 | 0.44% | 1,627 | -58 | -3.4% | -$5.78万 | 减仓 |
| SLB | SLB LIMITED | $160.78万 | 0.44% | 31,286 | 34 | 0.1% | $1,747 | 加仓 |
| MCK | MCKESSON CORP | $154.01万 | 0.42% | 1,780 | -690 | -27.9% | -$59.70万 | 减仓 |
| KLAC | KLA CORP | $153.87万 | 0.42% | 1,045 | -414 | -28.4% | -$60.96万 | 减仓 |
| SO | SOUTHERN CO | $152.45万 | 0.41% | 15,795 | 143 | 0.9% | $1.38万 | 加仓 |
| ECL | ECOLAB INC | $143.98万 | 0.39% | 5,412 | 32 | 0.6% | $8,513 | 加仓 |
| PG | PROCTER & GAMBLE CO | $140.81万 | 0.38% | 9,749 | 1,942 | 24.9% | $28.05万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $133.60万 | 0.36% | 6,422 | -41 | -0.6% | -$8,529 | 减仓 |
| TJX | TJX COS INC NEW | $132.08万 | 0.36% | 8,270 | 190 | 2.4% | $3.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $129.08万 | 0.35% | 1,985 | 29 | 1.5% | $1.89万 | 加仓 |
| HD | HOME DEPOT INC | $129.06万 | 0.35% | 3,924 | 7 | 0.2% | $2,302 | 加仓 |
| AMP | AMERIPRISE FINL INC | $124.42万 | 0.34% | 2,800 | 86 | 3.2% | $3.82万 | 加仓 |
| QCOM | QUALCOMM INC | $124.31万 | 0.34% | 9,653 | -611 | -6.0% | -$7.87万 | 减仓 |
| SHEL | SHELL PLC | $123.12万 | 0.33% | 13,239 | 280 | 2.2% | $2.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $122.93万 | 0.33% | 2,460 | -43 | -1.7% | -$2.15万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $122.14万 | 0.33% | 12,331 | 282 | 2.3% | $2.79万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $121.87万 | 0.33% | 19,422 | 1,445 | 8.0% | $9.07万 | 加仓 |
| BA | BOEING CO | $121.30万 | 0.33% | 6,095 | -189 | -3.0% | -$3.76万 | 减仓 |
| SNOW | SNOWFLAKE INC | $120.75万 | 0.33% | 8,006 | 8,006 | — | $120.75万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $120.61万 | 0.33% | 35,454 | -9,721 | -21.5% | -$33.07万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $119.34万 | 0.32% | 16,591 | -16,880 | -50.4% | -$121.42万 | 减仓 |
| RY | ROYAL BK CDA | $117.08万 | 0.32% | 7,237 | 232 | 3.3% | $3.75万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $117.00万 | 0.32% | 17,176 | -51 | -0.3% | -$3,474 | 减仓 |
| SYK | STRYKER CORPORATION | $116.98万 | 0.32% | 3,560 | 13 | 0.4% | $4,272 | 加仓 |
| RTX | RTX CORPORATION | $116.74万 | 0.32% | 6,052 | -112 | -1.8% | -$2.16万 | 减仓 |
| — | EXXON MOBIL CORP | $114.57万 | 0.31% | 6,753 | 16 | 0.2% | $2,714 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $113.52万 | 0.31% | 4,361 | 115 | 2.7% | $2.99万 | 加仓 |
| TMUS | T-MOBILE US INC | $113.05万 | 0.31% | 5,383 | 199 | 3.8% | $4.18万 | 加仓 |
| SGOL | ETFS GOLD TR | $112.48万 | 0.31% | 25,208 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $110.86万 | 0.30% | 5,118 | 42 | 0.8% | $9,097 | 加仓 |
| PEP | PEPSICO INC | $110.15万 | 0.30% | 7,093 | 2,547 | 56.0% | $39.55万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $108.83万 | 0.30% | 13,445 | 461 | 3.6% | $3.73万 | 加仓 |
| AZN | ASTRAZENECA PLC | $108.75万 | 0.29% | 5,514 | 5,514 | — | $108.75万 | 新建仓 |
| PSX | PHILLIPS 66 | $108.32万 | 0.29% | 5,946 | 128 | 2.2% | $2.33万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $108.01万 | 0.29% | 10,520 | -795 | -7.0% | -$8.16万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $107.96万 | 0.29% | 3,365 | 95 | 2.9% | $3.05万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $106.34万 | 0.29% | 21,765 | 165 | 0.8% | $8,062 | 加仓 |
| NOW | SERVICENOW INC | $104.54万 | 0.28% | 9,999 | 349 | 3.6% | $3.65万 | 加仓 |
| SPGI | S&P GLOBAL INC | $104.19万 | 0.28% | 2,450 | -73 | -2.9% | -$3.10万 | 减仓 |
| HAL | HALLIBURTON CO | $103.39万 | 0.28% | 26,516 | 418 | 1.6% | $1.63万 | 加仓 |