EP Wealth Advisors, LLC
TORRANCE CA · SEC CIK 0001540569
$261.69亿2026Q2 申报市值
1,713持仓数
37.6%前十大占比 · 第一大 7.7%
369 / 194新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IEMG 加仓+$2.44亿
AAPL 加仓+$2.43亿
BIV 加仓+$1.49亿
VUG 加仓+$1.23亿
VTV 加仓+$1.22亿
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1.66亿
VWO 减仓-$8,602.86万
HON 减仓-$3,348.40万
NKE 减仓-$1,593.79万
SPGI 减仓-$1,532.44万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | $65.81万 | 0.00% | 9,392 | 2,983 | 46.5% | $20.90万 | 加仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $66.05万 | 0.00% | 120,743 | 120,743 | — | $66.05万 | 新建仓 |
| CDW | CDW CORP | $66.27万 | 0.00% | 4,712 | 583 | 14.1% | $8.20万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $66.44万 | 0.00% | 8,541 | 278 | 3.4% | $2.16万 | 重新持有 |
| PNR | PENTAIR PLC | $66.64万 | 0.00% | 8,692 | 2,194 | 33.8% | $16.82万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $66.66万 | 0.00% | 11,453 | 2,437 | 27.0% | $14.18万 | 加仓 |
| TXG | 10x Genomics Inc | $66.67万 | 0.00% | 17,390 | -617 | -3.4% | -$2.37万 | 减仓 |
| CLH | Clean Harbors Inc | $66.80万 | 0.00% | 2,236 | -369 | -14.2% | -$11.02万 | 减仓 |
| — | LEGGETT & PLATT INC | $66.99万 | 0.00% | 57,206 | 9,343 | 19.5% | $10.94万 | 加仓 |
| AA | ALCOA CORP | $67.16万 | 0.00% | 12,881 | -180 | -1.4% | -$9,385 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $67.21万 | 0.00% | 40,379 | 6,611 | 19.6% | $11.00万 | 加仓 |
| EVRG | EVERGY INC | $67.51万 | 0.00% | 7,811 | -91 | -1.2% | -$7,865 | 减仓 |
| NOK | NOKIA CORP | $67.59万 | 0.00% | 50,896 | 36,500 | 253.5% | $48.47万 | 重新持有 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $67.61万 | 0.00% | 35,471 | 35,471 | — | $67.61万 | 新建仓 |
| COO | COOPER COS INC | $67.64万 | 0.00% | 9,432 | 1,032 | 12.3% | $7.40万 | 加仓 |
| RY | ROYAL BK CDA | $67.91万 | 0.00% | 3,281 | 536 | 19.5% | $11.09万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $67.92万 | 0.00% | 3,845 | 3,845 | — | $67.92万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $68.00万 | 0.00% | 8,808 | 1,469 | 20.0% | $11.34万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $68.05万 | 0.00% | 4,234 | 1,066 | 33.6% | $17.13万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $68.36万 | 0.00% | 6,013 | 1,426 | 31.1% | $16.21万 | 加仓 |
| STIP | ISHARES TR | $68.44万 | 0.00% | 6,699 | -281 | -4.0% | -$2.87万 | 减仓 |
| USRT | ISHARES TR | $68.55万 | 0.00% | 10,316 | -1,254 | -10.8% | -$8.33万 | 减仓 |
| HALO | Halozyme Therapeutics Inc | $68.57万 | 0.00% | 8,761 | 219 | 2.6% | $1.71万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $68.60万 | 0.00% | 7,147 | 862 | 13.7% | $8.27万 | 加仓 |
| — | EA SERIES TRUST | $68.62万 | 0.00% | 20,485 | 1,094 | 5.6% | $3.66万 | 加仓 |
| CUBE | CubeSmart | $70.80万 | 0.00% | 17,802 | 5,337 | 42.8% | $21.23万 | 加仓 |
| — | ISHARES TR | $70.87万 | 0.00% | 13,437 | -2,786 | -17.2% | -$14.70万 | 减仓 |
| ETSY | ETSY INC | $71.04万 | 0.00% | 9,431 | 2,293 | 32.1% | $17.27万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $71.23万 | 0.00% | 31,330 | -39,440 | -55.7% | -$89.67万 | 减仓 |
| PPG | PPG INDS INC | $71.35万 | 0.00% | 5,883 | 2,758 | 88.3% | $33.45万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $71.37万 | 0.00% | 9,968 | 2,565 | 34.6% | $18.37万 | 加仓 |
| JXN | Jackson Financial Inc | $71.40万 | 0.00% | 6,974 | 3,538 | 103.0% | $36.22万 | 加仓 |
| FIVE | FIVE BELOW INC | $71.54万 | 0.00% | 3,979 | 437 | 12.3% | $7.86万 | 加仓 |
| MKL | MARKEL GROUP INC | $71.68万 | 0.00% | 367 | 46 | 14.3% | $8.98万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $72.15万 | 0.00% | 6,400 | -1,087 | -14.5% | -$12.25万 | 减仓 |
| NI | NiSource Inc | $72.36万 | 0.00% | 15,217 | 504 | 3.4% | $2.40万 | 加仓 |
| ENS | Enersys | $72.46万 | 0.00% | 3,099 | 896 | 40.7% | $20.95万 | 加仓 |
| ILMN | ILLUMINA INC | $72.64万 | 0.00% | 4,131 | 659 | 19.0% | $11.59万 | 加仓 |
| DDOG | DATADOG INC | $72.69万 | 0.00% | 2,792 | 2,792 | — | $72.69万 | 新建仓 |
| ONTO | Onto Innovation Inc | $72.93万 | 0.00% | 1,927 | 1,927 | — | $72.93万 | 新建仓 |
| IYJ | ISHARES TR | $73.23万 | 0.00% | 4,394 | -349 | -7.4% | -$5.82万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $73.25万 | 0.00% | 6,537 | -204 | -3.0% | -$2.29万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $73.32万 | 0.00% | 854 | 398 | 87.3% | $34.17万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $73.49万 | 0.00% | 32,304 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $73.60万 | 0.00% | 13,091 | 1,298 | 11.0% | $7.30万 | 加仓 |
| OVV | OVINTIV INC | $73.62万 | 0.00% | 13,983 | -121 | -0.9% | -$6,371 | 减仓 |
| DGX | Quest Diagnostics Inc | $74.14万 | 0.00% | 3,498 | -36 | -1.0% | -$7,630 | 减仓 |
| COIN | COINBASE GLOBAL INC | $74.39万 | 0.00% | 5,089 | 1,100 | 27.6% | $16.08万 | 加仓 |
| CALF | PACER FDS TR | $74.43万 | 0.00% | 14,707 | 2,241 | 18.0% | $11.34万 | 加仓 |
| QTWO | Q2 HLDGS INC | $74.47万 | 0.00% | 15,483 | -357 | -2.3% | -$1.72万 | 减仓 |
| IOO | ISHARES TR | $74.59万 | 0.00% | 5,460 | -78 | -1.4% | -$1.07万 | 减仓 |
| — | WEBSTER FINL CORP | $74.67万 | 0.00% | 9,771 | 324 | 3.4% | $2.48万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $74.91万 | 0.00% | 11,140 | 2,493 | 28.8% | $16.76万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $75.09万 | 0.00% | 17,179 | -515 | -2.9% | -$2.25万 | 减仓 |
| EVR | EVERCORE INC | $75.52万 | 0.00% | 2,212 | 536 | 32.0% | $18.30万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $75.65万 | 0.00% | 3,117 | 657 | 26.7% | $15.95万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $76.04万 | 0.00% | 43,828 | 29,225 | 200.1% | $50.70万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $76.06万 | 0.00% | 15,951 | 4,891 | 44.2% | $23.32万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $76.70万 | 0.00% | 20,157 | 5,190 | 34.7% | $19.75万 | 加仓 |
| ON | ON Semiconductor Corp | $76.72万 | 0.00% | 8,115 | 816 | 11.2% | $7.71万 | 加仓 |
| TEL | TE Connectivity PLC | $76.94万 | 0.00% | 3,816 | -224 | -5.5% | -$4.52万 | 减仓 |
| UNM | Unum Group | $76.94万 | 0.00% | 8,606 | 3,562 | 70.6% | $31.84万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $76.99万 | 0.00% | 9,487 | 3,881 | 69.2% | $31.50万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $77.01万 | 0.00% | 16,407 | 1,046 | 6.8% | $4.91万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $77.25万 | 0.00% | 8,124 | 1,371 | 20.3% | $13.04万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $77.40万 | 0.00% | 4,102 | -326 | -7.4% | -$6.15万 | 减仓 |
| HST | Host Hotels & Resorts Inc | $77.76万 | 0.00% | 32,797 | -1,725 | -5.0% | -$4.09万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $77.80万 | 0.00% | 8,530 | 621 | 7.9% | $5.66万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $77.84万 | 0.00% | 6,728 | 3,864 | 134.9% | $44.70万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $77.89万 | 0.00% | 11,540 | 5,354 | 86.6% | $36.14万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $78.19万 | 0.00% | 9,386 | 800 | 9.3% | $6.66万 | 加仓 |
| TTE | TotalEnergies SE | $78.30万 | 0.00% | 10,070 | 535 | 5.6% | $4.16万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $78.39万 | 0.00% | 27,796 | 3,348 | 13.7% | $9.44万 | 加仓 |
| SMOT | VANECK ETF TRUST | $78.66万 | 0.00% | 20,242 | -1,973 | -8.9% | -$7.67万 | 减仓 |
| EPI | WISDOMTREE TR | $78.94万 | 0.00% | 18,452 | 10,022 | 118.9% | $42.87万 | 加仓 |
| IGV | ISHARES TR | $78.97万 | 0.00% | 8,716 | -2,367 | -21.4% | -$21.45万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $79.18万 | 0.00% | 10,252 | 10,252 | — | $79.18万 | 新建仓 |
| UMBF | UMB FINL CORP | $79.52万 | 0.00% | 5,570 | 252 | 4.7% | $3.60万 | 加仓 |
| CLX | CLOROX CO DEL | $79.64万 | 0.00% | 8,344 | 2,102 | 33.7% | $20.06万 | 加仓 |
| FFIV | F5 INC | $81.01万 | 0.00% | 1,948 | 660 | 51.2% | $27.45万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $81.14万 | 0.00% | 1,301 | -143 | -9.9% | -$8.92万 | 减仓 |
| MSI | Motorola Solutions Inc | $81.26万 | 0.00% | 1,957 | -455 | -18.9% | -$18.89万 | 减仓 |
| MIDD | MIDDLEBY CORP | $81.31万 | 0.00% | 4,727 | 1,616 | 51.9% | $27.80万 | 加仓 |
| FTV | Fortive Corp | $81.49万 | 0.00% | 13,339 | 1,782 | 15.4% | $10.89万 | 加仓 |
| IBHG | ISHARES TR | $81.56万 | 0.00% | 36,938 | -8,452 | -18.6% | -$18.66万 | 减仓 |
| EPR | EPR PPTYS | $81.61万 | 0.00% | 14,067 | 3,820 | 37.3% | $22.16万 | 加仓 |
| TRP | TC ENERGY CORP | $81.85万 | 0.00% | 12,348 | 7,903 | 177.8% | $52.39万 | 重新持有 |
| TPR | Tapestry Inc | $81.90万 | 0.00% | 5,595 | 630 | 12.7% | $9.22万 | 加仓 |
| MFC | MANULIFE FINL CORP | $82.10万 | 0.00% | 20,267 | 2,523 | 14.2% | $10.22万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $82.25万 | 0.00% | 14,832 | 0 | 0.0% | — | 不变 |
| — | VANECK ETHEREUM TR | $82.39万 | 0.00% | 35,745 | 35,745 | — | $82.39万 | 新建仓 |
| HAL | Halliburton Co | $82.53万 | 0.00% | 24,309 | 1,681 | 7.4% | $5.71万 | 加仓 |
| CCK | CROWN HLDGS INC | $82.66万 | 0.00% | 7,392 | 589 | 8.7% | $6.59万 | 加仓 |
| TWLO | Twilio Inc | $83.09万 | 0.00% | 4,027 | 469 | 13.2% | $9.68万 | 加仓 |
| — | Catalyst Pharmaceuticals Inc | $83.82万 | 0.00% | 26,669 | 147 | 0.6% | $4,620 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $83.95万 | 0.00% | 13,116 | -4,232 | -24.4% | -$27.09万 | 减仓 |
| FTI | TECHNIPFMC PLC | $84.06万 | 0.00% | 12,678 | -3,223 | -20.3% | -$21.37万 | 减仓 |
| VPU | VANGUARD WORLD FD | $84.19万 | 0.00% | 4,301 | 237 | 5.8% | $4.64万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $84.26万 | 0.00% | 13,643 | 4,956 | 57.1% | $30.61万 | 加仓 |
| — | Qorvo Inc | $84.75万 | 0.00% | 9,087 | 2,625 | 40.6% | $24.48万 | 加仓 |