EP Wealth Advisors, LLC
TORRANCE CA · SEC CIK 0001540569
$203.41亿2026Q1 申报市值
1,496持仓数
38.9%前十大占比 · 第一大 8.1%
145 / 83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
BLCV 新建仓+$1.87亿
BIV 加仓+$1.24亿
IVV 加仓+$1.20亿
VTV 加仓+$9,865.41万
VUG 加仓+$8,169.42万
2026Q1 卖出最多 按季末市值估算
ADVISOR MANAGED 清仓-$1.91亿
AMT 减仓-$3,540.61万
ALL 减仓-$2,231.40万
VCSH 减仓-$2,094.73万
NEE 减仓-$1,452.22万
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 |
|---|---|---|---|---|---|---|---|---|
| SMOT | VANECK ETF TRUST | $78.17万 | 0.00% | 22,215 | -5,050 | -18.5% | -$17.77万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $78.47万 | 0.00% | 13,514 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $78.48万 | 0.00% | 10,421 | 796 | 8.3% | $5.99万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $78.81万 | 0.00% | 2,074 | 363 | 21.2% | $13.79万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $78.85万 | 0.00% | 6,285 | -9,172 | -59.3% | -$115.07万 | 减仓 |
| — | ISHARES ETHEREUM TR | $79.12万 | 0.00% | 49,983 | 5,360 | 12.0% | $8.48万 | 加仓 |
| MKSI | MKS INC. | $79.33万 | 0.00% | 3,452 | -932 | -21.3% | -$21.42万 | 减仓 |
| VFH | VANGUARD WORLD FD | $80.10万 | 0.00% | 6,630 | -1,065 | -13.8% | -$12.87万 | 减仓 |
| VPU | VANGUARD WORLD FD | $80.52万 | 0.00% | 4,064 | -153 | -3.6% | -$3.03万 | 减仓 |
| FIVE | FIVE BELOW INC | $80.93万 | 0.00% | 3,542 | 385 | 12.2% | $8.80万 | 加仓 |
| VIRT | VIRTU FINL INC | $82.01万 | 0.00% | 18,648 | 883 | 5.0% | $3.88万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $82.05万 | 0.00% | 11,581 | -1,053 | -8.3% | -$7.46万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $82.80万 | 0.00% | 4,908 | -151 | -3.0% | -$2.55万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $83.05万 | 0.00% | 31,409 | 2,505 | 8.7% | $6.62万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $83.16万 | 0.00% | 5,120 | -1,243 | -19.5% | -$20.19万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $83.24万 | 0.00% | 2,042 | -198 | -8.8% | -$8.07万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $83.35万 | 0.00% | 14,407 | 614 | 4.5% | $3.55万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $83.38万 | 0.00% | 6,664 | 417 | 6.7% | $5.22万 | 加仓 |
| NTRA | NATERA INC | $83.68万 | 0.00% | 4,184 | 1,847 | 79.0% | $36.94万 | 加仓 |
| OVV | OVINTIV INC | $83.72万 | 0.00% | 14,104 | 732 | 5.5% | $4.35万 | 加仓 |
| SONY | SONY GROUP CORP | $83.75万 | 0.00% | 40,457 | -4,385 | -9.8% | -$9.08万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $84.03万 | 0.00% | 16,970 | 8,610 | 103.0% | $42.64万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $84.05万 | 0.00% | 4,141 | 219 | 5.6% | $4.45万 | 加仓 |
| WAB | WABTEC | $84.12万 | 0.00% | 3,366 | -276 | -7.6% | -$6.90万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $84.18万 | 0.00% | 2,067 | 1,310 | 173.1% | $53.35万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $84.44万 | 0.00% | 4,040 | -353 | -8.0% | -$7.38万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $84.45万 | 0.00% | 11,793 | 3,692 | 45.6% | $26.44万 | 加仓 |
| TTC | TORO CO | $84.48万 | 0.00% | 9,041 | -1,095 | -10.8% | -$10.23万 | 减仓 |
| ESGE | ISHARES INC | $84.53万 | 0.00% | 18,591 | 298 | 1.6% | $1.36万 | 加仓 |
| NVO | NOVO-NORDISK A S | $84.53万 | 0.00% | 23,003 | -14,245 | -38.2% | -$52.35万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $85.18万 | 0.00% | 17,694 | -610 | -3.3% | -$2.94万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $85.52万 | 0.00% | 16,127 | -274 | -1.7% | -$1.45万 | 减仓 |
| NNN | NNN REIT INC | $85.67万 | 0.00% | 20,383 | 997 | 5.1% | $4.19万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $85.68万 | 0.00% | 7,426 | -2,518 | -25.3% | -$29.05万 | 减仓 |
| UL | UNILEVER PLC | $85.70万 | 0.00% | 15,043 | 172 | 1.2% | $9,799 | 加仓 |
| BYD | BOYD GAMING CORP | $85.90万 | 0.00% | 10,452 | 174 | 1.7% | $1.43万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $86.22万 | 0.00% | 8,826 | -1,395 | -13.6% | -$13.63万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $86.34万 | 0.00% | 36,260 | -5,626 | -13.4% | -$13.40万 | 减仓 |
| AA | ALCOA CORP | $86.63万 | 0.00% | 13,061 | -1,764 | -11.9% | -$11.70万 | 减仓 |
| VEEV | VEEVA SYS INC | $86.71万 | 0.00% | 4,936 | 715 | 16.9% | $12.56万 | 加仓 |
| TTE | TOTALENERGIES SE | $86.75万 | 0.00% | 9,535 | -1,575 | -14.2% | -$14.33万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $86.84万 | 0.00% | 27,128 | -5,494 | -16.8% | -$17.59万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $87.02万 | 0.00% | 6,870 | -211 | -3.0% | -$2.67万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $87.11万 | 0.00% | 4,777 | 1,137 | 31.2% | $20.73万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $87.65万 | 0.00% | 7,487 | -295 | -3.8% | -$3.45万 | 减仓 |
| TPC | TUTOR PERINI CORP | $87.89万 | 0.00% | 11,386 | -699 | -5.8% | -$5.40万 | 减仓 |
| AZO | AUTOZONE INC | $88.05万 | 0.00% | 261 | 66 | 33.8% | $22.27万 | 加仓 |
| HAL | HALLIBURTON CO | $88.23万 | 0.00% | 22,628 | 344 | 1.5% | $1.34万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $88.39万 | 0.00% | 10,239 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $88.72万 | 0.00% | 11,083 | -1,700 | -13.3% | -$13.61万 | 减仓 |
| ADSK | AUTODESK INC | $88.75万 | 0.00% | 3,707 | -706 | -16.0% | -$16.90万 | 减仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $89.06万 | 0.00% | 9,044 | -41 | -0.5% | -$4,037 | 减仓 |
| MDYG | SPDR SERIES TRUST | $89.19万 | 0.00% | 9,295 | -3,125 | -25.2% | -$29.99万 | 减仓 |
| TFC | TRUIST FINL CORP | $89.58万 | 0.00% | 19,487 | -2,357 | -10.8% | -$10.83万 | 减仓 |
| XJH | ISHARES TR | $91.05万 | 0.00% | 20,068 | -6,740 | -25.1% | -$30.58万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $91.43万 | 0.00% | 4,940 | 272 | 5.8% | $5.03万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $91.51万 | 0.00% | 4,319 | 63 | 1.5% | $1.33万 | 加仓 |
| BP | BP PLC | $91.95万 | 0.00% | 19,563 | -1,944 | -9.0% | -$9.14万 | 减仓 |
| DG | DOLLAR GEN CORP | $92.07万 | 0.00% | 7,755 | -799 | -9.3% | -$9.49万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $92.17万 | 0.00% | 3,403 | -280 | -7.6% | -$7.58万 | 减仓 |
| — | TEXAS COMMUNITY BANCSHARES I | $92.24万 | 0.00% | 52,677 | 52,677 | — | $92.24万 | 新建仓 |
| RPM | RPM INTL INC | $92.35万 | 0.00% | 9,291 | -3,970 | -29.9% | -$39.46万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $92.70万 | 0.00% | 6,410 | 143 | 2.3% | $2.07万 | 加仓 |
| IRM | IRON MTN INC DEL | $93.08万 | 0.00% | 9,113 | -2,750 | -23.2% | -$28.09万 | 减仓 |
| VDC | VANGUARD WORLD FD | $93.37万 | 0.00% | 4,157 | -1,459 | -26.0% | -$32.77万 | 减仓 |
| EXEL | EXELIXIS INC | $93.60万 | 0.00% | 21,824 | -1,055 | -4.6% | -$4.52万 | 减仓 |
| IVLU | ISHARES TR | $93.95万 | 0.00% | 23,677 | 670 | 2.9% | $2.66万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $94.25万 | 0.00% | 54,418 | 21,596 | 65.8% | $37.40万 | 加仓 |
| MTUM | ISHARES TR | $94.55万 | 0.00% | 3,940 | -368 | -8.5% | -$8.83万 | 减仓 |
| WPC | WP CAREY INC | $95.76万 | 0.00% | 14,090 | 941 | 7.2% | $6.40万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $96.36万 | 0.00% | 26,605 | -913 | -3.3% | -$3.31万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $97.67万 | 0.00% | 1,434 | -3 | -0.2% | -$2,043 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $97.73万 | 0.00% | 47,047 | 21,019 | 80.8% | $43.66万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $98.73万 | 0.00% | 13,625 | -237 | -1.7% | -$1.72万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $98.84万 | 0.00% | 8,538 | 1,373 | 19.2% | $15.90万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $99.53万 | 0.00% | 11,722 | -199 | -1.7% | -$1.69万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $100.04万 | 0.00% | 3,600 | -465 | -11.4% | -$12.92万 | 减仓 |
| COR | CENCORA INC | $100.06万 | 0.00% | 3,185 | -669 | -17.4% | -$21.02万 | 减仓 |
| IBHG | ISHARES TR | $100.45万 | 0.00% | 45,390 | 6,066 | 15.4% | $13.42万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $100.52万 | 0.00% | 8,474 | -943 | -10.0% | -$11.19万 | 减仓 |
| IGM | ISHARES TR | $100.83万 | 0.00% | 8,508 | 307 | 3.7% | $3.64万 | 加仓 |
| USFR | WISDOMTREE TR | $101.59万 | 0.00% | 20,181 | -1,569 | -7.2% | -$7.90万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $101.71万 | 0.01% | 13,355 | -11,617 | -46.5% | -$88.48万 | 减仓 |
| INCY | INCYTE CORP | $101.76万 | 0.01% | 10,812 | 2,264 | 26.5% | $21.31万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $101.80万 | 0.01% | 23,564 | -1,085 | -4.4% | -$4.69万 | 减仓 |
| COKE | COCA COLA CONS INC | $102.17万 | 0.01% | 5,329 | -231 | -4.2% | -$4.43万 | 减仓 |
| DTE | DTE ENERGY CO | $102.67万 | 0.01% | 7,022 | 3,410 | 94.4% | $49.86万 | 加仓 |
| IAGG | ISHARES TR | $103.27万 | 0.01% | 20,638 | -14,597 | -41.4% | -$73.04万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $104.40万 | 0.01% | 5,522 | -167 | -2.9% | -$3.16万 | 减仓 |
| BBY | BEST BUY INC | $104.61万 | 0.01% | 16,295 | -3,763 | -18.8% | -$24.16万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $104.66万 | 0.01% | 2,412 | 638 | 36.0% | $27.68万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $105.32万 | 0.01% | 34,218 | -152,279 | -81.7% | -$468.72万 | 减仓 |
| FAST | FASTENAL CO | $105.49万 | 0.01% | 22,736 | 625 | 2.8% | $2.90万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $105.56万 | 0.01% | 911 | -7 | -0.8% | -$8,111 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $106.96万 | 0.01% | 5,416 | -673 | -11.1% | -$13.29万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $107.06万 | 0.01% | 33,296 | 33,296 | — | $107.06万 | 新建仓 |
| GUNR | FLEXSHARES TR | $108.37万 | 0.01% | 19,646 | 1,910 | 10.8% | $10.54万 | 加仓 |
| — | COTERRA ENERGY INC | $108.68万 | 0.01% | 30,927 | -4,624 | -13.0% | -$16.25万 | 减仓 |
| FTI | TECHNIPFMC PLC | $109.92万 | 0.01% | 15,901 | -188 | -1.2% | -$1.30万 | 减仓 |
| — | ELECTRONIC ARTS INC | $110.29万 | 0.01% | 5,410 | -4,576 | -45.8% | -$93.29万 | 减仓 |