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 |
|---|---|---|---|---|---|---|---|---|
| BAI | BLACKROCK ETF TRUST | $110.71万 | 0.01% | 33,600 | -863 | -2.5% | -$2.84万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $111.56万 | 0.01% | 1,444 | -192 | -11.7% | -$14.83万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $111.59万 | 0.01% | 10,452 | 291 | 2.9% | $3.11万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $111.97万 | 0.01% | 40,774 | 274 | 0.7% | $7,524 | 加仓 |
| APA | APA CORPORATION | $112.16万 | 0.01% | 26,428 | 608 | 2.4% | $2.58万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $112.78万 | 0.01% | 12,515 | -576 | -4.4% | -$5.19万 | 减仓 |
| XYL | XYLEM INC | $113.81万 | 0.01% | 9,524 | -8,924 | -48.4% | -$106.64万 | 减仓 |
| PCG | PG&E CORP | $114.61万 | 0.01% | 65,232 | 15,161 | 30.3% | $26.64万 | 加仓 |
| MLPA | GLOBAL X FDS | $114.85万 | 0.01% | 21,319 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $114.99万 | 0.01% | 33,800 | -544 | -1.6% | -$1.85万 | 减仓 |
| DHI | D R HORTON INC | $115.06万 | 0.01% | 8,385 | -1,617 | -16.2% | -$22.19万 | 减仓 |
| XSD | SPDR SERIES TRUST | $115.22万 | 0.01% | 3,533 | -215 | -5.7% | -$7.01万 | 减仓 |
| SNPS | SYNOPSYS INC | $115.94万 | 0.01% | 2,924 | -674 | -18.7% | -$26.72万 | 减仓 |
| MSCI | MSCI INC | $116.02万 | 0.01% | 2,152 | 97 | 4.7% | $5.23万 | 加仓 |
| SCZ | ISHARES TR | $116.02万 | 0.01% | 14,797 | -1,695 | -10.3% | -$13.29万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $116.23万 | 0.01% | 10,197 | -519 | -4.8% | -$5.92万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $116.30万 | 0.01% | 17,211 | 1 | 0.0% | $68 | 加仓 |
| TRMB | TRIMBLE INC | $116.95万 | 0.01% | 17,929 | -4,577 | -20.3% | -$29.86万 | 减仓 |
| LEN | LENNAR CORP | $117.39万 | 0.01% | 13,518 | 1,032 | 8.3% | $8.96万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $117.52万 | 0.01% | 6,193 | -8,538 | -58.0% | -$162.02万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $117.62万 | 0.01% | 9,059 | 1,058 | 13.2% | $13.74万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $117.65万 | 0.01% | 45,042 | -8,045 | -15.2% | -$21.01万 | 减仓 |
| WMB | WILLIAMS COS INC | $117.70万 | 0.01% | 16,171 | -2,186 | -11.9% | -$15.91万 | 减仓 |
| MTB | M & T BK CORP | $118.40万 | 0.01% | 5,727 | -529 | -8.5% | -$10.94万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $118.51万 | 0.01% | 12,346 | 12,346 | — | $118.51万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $118.63万 | 0.01% | 3,901 | -110 | -2.7% | -$3.34万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $118.67万 | 0.01% | 9,058 | 148 | 1.7% | $1.94万 | 加仓 |
| IDXX | IDEXX LABS INC | $118.70万 | 0.01% | 2,113 | -3,504 | -62.4% | -$196.84万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $119.11万 | 0.01% | 26,006 | 489 | 1.9% | $2.24万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $119.37万 | 0.01% | 4,676 | 5 | 0.1% | $1,276 | 加仓 |
| ABNB | AIRBNB INC | $119.65万 | 0.01% | 9,475 | 1,855 | 24.3% | $23.42万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $119.85万 | 0.01% | 12,096 | -167 | -1.4% | -$1.65万 | 减仓 |
| DAL | DELTA AIR LINES INC | $119.88万 | 0.01% | 18,032 | 1,211 | 7.2% | $8.05万 | 加仓 |
| PAYX | PAYCHEX INC | $120.53万 | 0.01% | 13,084 | -23,266 | -64.0% | -$214.32万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $121.65万 | 0.01% | 11,839 | 94 | 0.8% | $9,659 | 加仓 |
| CIEN | CIENA CORP | $121.71万 | 0.01% | 3,135 | 1,013 | 47.7% | $39.33万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $121.75万 | 0.01% | 11,053 | -354 | -3.1% | -$3.90万 | 减仓 |
| GRMN | GARMIN LTD | $122.38万 | 0.01% | 5,275 | 555 | 11.8% | $12.88万 | 加仓 |
| EMXC | ISHARES INC | $122.60万 | 0.01% | 15,586 | -456 | -2.8% | -$3.59万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $122.71万 | 0.01% | 96,927 | -7,163 | -6.9% | -$9.07万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $123.10万 | 0.01% | 34,735 | 2,577 | 8.0% | $9.13万 | 加仓 |
| COWZ | PACER FDS TR | $123.16万 | 0.01% | 19,686 | -1,194 | -5.7% | -$7.47万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $123.48万 | 0.01% | 17,348 | -609 | -3.4% | -$4.33万 | 减仓 |
| APP | APPLOVIN CORP | $123.69万 | 0.01% | 3,108 | -257 | -7.6% | -$10.23万 | 减仓 |
| SYY | SYSCO CORP | $123.82万 | 0.01% | 17,359 | 708 | 4.3% | $5.05万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $125.31万 | 0.01% | 11,177 | 662 | 6.3% | $7.42万 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $125.39万 | 0.01% | 17,278 | -16 | -0.1% | -$1,161 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $125.52万 | 0.01% | 24,945 | -2,878 | -10.3% | -$14.48万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $125.76万 | 0.01% | 21,395 | 4,847 | 29.3% | $28.49万 | 加仓 |
| FOXA | FOX CORP | $125.82万 | 0.01% | 21,545 | 16,455 | 323.3% | $96.10万 | 加仓 |
| — | HOLOGIC INC | $126.75万 | 0.01% | 16,768 | -996 | -5.6% | -$7.53万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $128.13万 | 0.01% | 15,047 | -4,106 | -21.4% | -$34.96万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $128.24万 | 0.01% | 4,380 | -955 | -17.9% | -$27.96万 | 减仓 |
| ETR | ENTERGY CORP NEW | $130.27万 | 0.01% | 11,594 | -1,680 | -12.7% | -$18.88万 | 减仓 |
| HDV | ISHARES TR | $130.38万 | 0.01% | 9,606 | -8,589 | -47.2% | -$116.57万 | 减仓 |
| MET | METLIFE INC | $130.39万 | 0.01% | 18,438 | -678 | -3.5% | -$4.79万 | 减仓 |
| TER | TERADYNE INC | $130.94万 | 0.01% | 4,417 | 34 | 0.8% | $1.01万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $131.41万 | 0.01% | 5,702 | 949 | 20.0% | $21.87万 | 加仓 |
| F | FORD MTR CO | $131.53万 | 0.01% | 113,978 | 19,456 | 20.6% | $22.45万 | 加仓 |
| CCJ | CAMECO CORP | $133.36万 | 0.01% | 12,279 | 1,761 | 16.7% | $19.13万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $135.06万 | 0.01% | 26,009 | -693 | -2.6% | -$3.60万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $138.12万 | 0.01% | 23,963 | 273 | 1.2% | $1.57万 | 加仓 |
| NUE | NUCOR CORP | $139.67万 | 0.01% | 8,259 | -4,644 | -36.0% | -$78.53万 | 减仓 |
| GM | GENERAL MTRS CO | $139.91万 | 0.01% | 18,781 | 2,923 | 18.4% | $21.78万 | 加仓 |
| TSN | TYSON FOODS INC | $140.50万 | 0.01% | 21,929 | 1,377 | 6.7% | $8.82万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $141.37万 | 0.01% | 15,150 | -1,654 | -9.8% | -$15.43万 | 减仓 |
| FTNT | FORTINET INC | $145.59万 | 0.01% | 17,815 | -670 | -3.6% | -$5.48万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $147.10万 | 0.01% | 32,315 | -28,881 | -47.2% | -$131.47万 | 减仓 |
| TIP | ISHARES TR | $147.30万 | 0.01% | 13,347 | -1,844 | -12.1% | -$20.35万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $148.27万 | 0.01% | 22,810 | -448 | -1.9% | -$2.91万 | 减仓 |
| DON | WISDOMTREE TR | $149.00万 | 0.01% | 28,360 | 1,781 | 6.7% | $9.36万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $149.86万 | 0.01% | 16,069 | -249 | -1.5% | -$2.32万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $149.95万 | 0.01% | 73,421 | -1,219 | -1.6% | -$2.49万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $150.68万 | 0.01% | 22,449 | 5,124 | 29.6% | $34.39万 | 加仓 |
| — | ISHARES TR | $151.53万 | 0.01% | 22,845 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $151.54万 | 0.01% | 3,410 | -291 | -7.9% | -$12.93万 | 减仓 |
| EIX | EDISON INTL | $151.65万 | 0.01% | 20,723 | 2,301 | 12.5% | $16.84万 | 加仓 |
| GLDM | WORLD GOLD TR | $152.30万 | 0.01% | 16,431 | -2,548 | -13.4% | -$23.62万 | 减仓 |
| WWD | WOODWARD INC | $152.40万 | 0.01% | 4,258 | -156 | -3.5% | -$5.58万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $152.92万 | 0.01% | 63,007 | -1,507 | -2.3% | -$3.66万 | 减仓 |
| TGT | TARGET CORP | $153.75万 | 0.01% | 12,686 | -2,787 | -18.0% | -$33.78万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $155.20万 | 0.01% | 47,858 | -7,807 | -14.0% | -$25.32万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $155.35万 | 0.01% | 24,757 | -3,982 | -13.9% | -$24.99万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $156.19万 | 0.01% | 70,770 | 70,770 | — | $156.19万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $156.26万 | 0.01% | 80,963 | -58,922 | -42.1% | -$113.72万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $156.30万 | 0.01% | 6,770 | -619 | -8.4% | -$14.29万 | 减仓 |
| MCO | MOODYS CORP | $156.51万 | 0.01% | 3,588 | 1,386 | 62.9% | $60.46万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $156.75万 | 0.01% | 14,150 | -2,595 | -15.5% | -$28.75万 | 减仓 |
| EMB | ISHARES TR | $157.87万 | 0.01% | 16,808 | 133 | 0.8% | $1.25万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $158.32万 | 0.01% | 10,859 | 196 | 1.8% | $2.86万 | 加仓 |
| COHR | COHERENT CORP | $159.12万 | 0.01% | 6,680 | 2,900 | 76.7% | $69.08万 | 加仓 |
| NOBL | PROSHARES TR | $159.34万 | 0.01% | 15,031 | -893 | -5.6% | -$9.47万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $159.57万 | 0.01% | 16,541 | -1,843 | -10.0% | -$17.78万 | 减仓 |
| ALLY | ALLY FINL INC | $160.28万 | 0.01% | 40,856 | 9,384 | 29.8% | $36.81万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $162.06万 | 0.01% | 34,095 | -4,835 | -12.4% | -$22.98万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $162.19万 | 0.01% | 16,999 | 104 | 0.6% | $9,923 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $162.35万 | 0.01% | 29,241 | -5,219 | -15.1% | -$28.98万 | 减仓 |
| HSY | HERSHEY CO | $162.61万 | 0.01% | 7,822 | 1,279 | 19.5% | $26.59万 | 加仓 |
| VST | VISTRA CORP | $162.79万 | 0.01% | 10,829 | 2,509 | 30.2% | $37.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $163.15万 | 0.01% | 44,382 | 102 | 0.2% | $3,750 | 加仓 |