EPG Wealth Management LLC 13F 持仓 · 2026年Q2
EPG Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 318 只证券，申报市值合计 4.17 亿美元。前几大持仓：IVV（4.65%）、NVDA（4.17%）、AAPL（3.79%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $19.4M | 4.65% | 25,907 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $17.4M | 4.17% | 87,024 | 减持 |
| 3 | AAPL | APPLE INC | $15.8M | 3.79% | 54,655 | 增持 |
| 4 | IVW | ISHARES TR | $12.2M | 2.93% | 89,051 | 增持 |
| 5 | VYM | VANGUARD WHITEHALL FDS | $12.2M | 2.92% | 77,201 | 增持 |
| 6 | GOOGL | ALPHABET INC | $11.2M | 2.68% | 31,303 | 增持 |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | $10.2M | 2.45% | 175,881 | 增持 |
| 8 | PWR | QUANTA SVCS INC | $10.0M | 2.40% | 13,921 | 减持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $9.2M | 2.20% | 128,857 | 增持 |
| 10 | IJH | ISHARES TR | $8.7M | 2.08% | 112,759 | 增持 |
| 11 | XSMO | INVESCO EXCHANGE TRADED FD T | $8.4M | 2.02% | 90,058 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $8.1M | 1.95% | 21,812 | 增持 |
| 13 | IWF | ISHARES TR | $7.7M | 1.85% | 62,252 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $7.5M | 1.81% | 23,059 | 增持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $7.0M | 1.69% | 20,658 | 增持 |
| 16 | JPIE | J P MORGAN EXCHANGE TRADED F | $6.7M | 1.61% | 145,507 | 增持 |
| 17 | AMZN | AMAZON COM INC | $6.3M | 1.50% | 26,254 | 减持 |
| 18 | XLK | SELECT SECTOR SPDR TR | $6.2M | 1.50% | 32,748 | 增持 |
| 19 | LLY | ELI LILLY & CO | $5.7M | 1.37% | 4,768 | 减持 |
| 20 | COWZ | PACER FDS TR | $5.6M | 1.34% | 90,177 | 增持 |
| 21 | IEMG | ISHARES INC | $5.1M | 1.21% | 61,031 | 增持 |
| 22 | CAT | CATERPILLAR INC | $5.0M | 1.20% | 4,685 | 减持 |
| 23 | KO | COCA COLA CO | $4.8M | 1.14% | 58,620 | 增持 |
| 24 | AMAT | APPLIED MATLS INC | $4.6M | 1.10% | 6,346 | 减持 |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.6M | 1.10% | 9,656 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR