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 |
|---|---|---|---|---|---|---|---|---|
| TQQQ | PROSHARES TR | $84.83万 | 0.00% | 10,473 | 10,473 | — | $84.83万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $84.90万 | 0.00% | 45,708 | 6,089 | 15.4% | $11.31万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $85.00万 | 0.00% | 6,000 | 0 | 0.0% | — | 重新持有 |
| SPMD | SPDR SERIES TRUST | $85.41万 | 0.00% | 12,642 | 7,777 | 159.9% | $52.54万 | 加仓 |
| TPC | Tutor Perini Corp | $85.48万 | 0.00% | 10,303 | -1,083 | -9.5% | -$8.99万 | 减仓 |
| EME | EMCOR GROUP INC | $85.50万 | 0.00% | 1,030 | 315 | 44.1% | $26.15万 | 加仓 |
| OII | OCEANEERING INTL INC | $85.52万 | 0.00% | 21,106 | -161 | -0.8% | -$6,524 | 减仓 |
| OMC | OMNICOM GROUP INC | $85.68万 | 0.00% | 11,764 | 1,343 | 12.9% | $9.78万 | 加仓 |
| HBAN | Huntington Bancshares Inc | $85.86万 | 0.00% | 48,426 | 22,262 | 85.1% | $39.47万 | 加仓 |
| VICR | VICOR CORP | $86.06万 | 0.00% | 2,266 | 2,266 | — | $86.06万 | 新建仓 |
| AEE | Ameren Corp | $86.36万 | 0.00% | 7,640 | 2,707 | 54.9% | $30.60万 | 加仓 |
| MLPX | GLOBAL X FDS | $86.64万 | 0.00% | 11,763 | 2,644 | 29.0% | $19.48万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $86.73万 | 0.00% | 10,009 | 1,668 | 20.0% | $14.45万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $86.83万 | 0.00% | 2,978 | 877 | 41.7% | $25.57万 | 加仓 |
| SAN | Banco Santander SA | $86.92万 | 0.00% | 62,986 | 10,871 | 20.9% | $15.00万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $86.98万 | 0.00% | 5,760 | 5,760 | — | $86.98万 | 新建仓 |
| DG | DOLLAR GEN CORP | $87.08万 | 0.00% | 7,565 | -190 | -2.5% | -$2.19万 | 减仓 |
| D | DOMINION ENERGY INC | $87.66万 | 0.00% | 12,837 | 821 | 6.8% | $5.61万 | 加仓 |
| SNA | SNAP ON INC | $87.77万 | 0.00% | 2,181 | 1,045 | 92.0% | $42.05万 | 加仓 |
| MINT | PIMCO ETF TR | $88.28万 | 0.00% | 8,757 | 2,654 | 43.5% | $26.75万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $88.82万 | 0.00% | 9,886 | 2,868 | 40.9% | $25.77万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $88.99万 | 0.00% | 19,550 | 8,133 | 71.2% | $37.02万 | 加仓 |
| ADSK | Autodesk Inc | $89.46万 | 0.00% | 4,602 | 895 | 24.1% | $17.40万 | 加仓 |
| XYL | Xylem Inc | $89.98万 | 0.00% | 7,612 | -1,912 | -20.1% | -$22.60万 | 减仓 |
| APA | APA Corporation | $90.23万 | 0.00% | 27,702 | 1,274 | 4.8% | $4.15万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $91.41万 | 0.00% | 12,084 | 1,245 | 11.5% | $9.42万 | 加仓 |
| WDAY | WORKDAY INC | $91.56万 | 0.00% | 7,479 | 2,655 | 55.0% | $32.50万 | 加仓 |
| LIVN | LivaNova PLC | $91.97万 | 0.00% | 11,185 | -649 | -5.5% | -$5.34万 | 减仓 |
| VDC | VANGUARD WORLD FD | $91.99万 | 0.00% | 4,079 | -78 | -1.9% | -$1.76万 | 减仓 |
| WPC | WP CAREY INC | $92.13万 | 0.00% | 12,885 | -1,205 | -8.6% | -$8.62万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $92.53万 | 0.00% | 6,804 | 1,919 | 39.3% | $26.10万 | 加仓 |
| FE | FirstEnergy Corp | $92.69万 | 0.00% | 19,497 | 8,927 | 84.5% | $42.44万 | 加仓 |
| — | TEXAS COMMUNITY BANCSHARES I | $92.71万 | 0.00% | 52,677 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $92.74万 | 0.00% | 21,477 | 5,965 | 38.5% | $25.76万 | 加仓 |
| XBI | SPDR SERIES TRUST | $93.89万 | 0.00% | 5,933 | 171 | 3.0% | $2.71万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $94.01万 | 0.00% | 12,613 | 3,010 | 31.3% | $22.43万 | 加仓 |
| COKE | COCA COLA CONS INC | $94.40万 | 0.00% | 4,945 | -384 | -7.2% | -$7.33万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $94.57万 | 0.00% | 5,674 | 554 | 10.8% | $9.23万 | 加仓 |
| GMED | GLOBUS MED INC | $94.76万 | 0.00% | 11,993 | 3,600 | 42.9% | $28.44万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $94.85万 | 0.00% | 27,897 | 769 | 2.8% | $2.61万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $94.85万 | 0.00% | 6,685 | 21 | 0.3% | $2,980 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $95.01万 | 0.00% | 48,327 | 48,327 | — | $95.01万 | 新建仓 |
| SGVT | SCHWAB STRATEGIC TR | $95.52万 | 0.00% | 9,482 | 9,482 | — | $95.52万 | 新建仓 |
| BP | BP PLC | $95.67万 | 0.00% | 25,892 | 6,329 | 32.4% | $23.39万 | 加仓 |
| VIRT | VIRTU FINL INC | $96.22万 | 0.00% | 16,153 | -2,495 | -13.4% | -$14.86万 | 减仓 |
| GUNR | FLEXSHARES TR | $96.82万 | 0.00% | 19,647 | 1 | 0.0% | $49 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $96.83万 | 0.00% | 32,757 | -1,043 | -3.1% | -$3.08万 | 减仓 |
| IBMQ | ISHARES TR | $96.84万 | 0.00% | 37,858 | 37,858 | — | $96.84万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $97.17万 | 0.00% | 8,976 | -83 | -0.9% | -$8,985 | 减仓 |
| AMG | Affiliated Managers Group | $97.55万 | 0.00% | 2,883 | 359 | 14.2% | $12.15万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $97.63万 | 0.00% | 15,980 | -147 | -0.9% | -$8,981 | 减仓 |
| WAL | Western Alliance Bancorp | $97.93万 | 0.00% | 11,914 | 333 | 2.9% | $2.74万 | 加仓 |
| VMI | VALMONT INDS INC | $97.96万 | 0.00% | 1,696 | 588 | 53.1% | $33.96万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $98.10万 | 0.00% | 3,090 | 1,087 | 54.3% | $34.51万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $98.44万 | 0.00% | 16,056 | 1,649 | 11.4% | $10.11万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $98.64万 | 0.00% | 18,970 | -4,594 | -19.5% | -$23.89万 | 减仓 |
| VFH | VANGUARD WORLD FD | $99.04万 | 0.00% | 7,526 | 896 | 13.5% | $11.79万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $99.50万 | 0.00% | 2,273 | 1,020 | 81.4% | $44.65万 | 加仓 |
| BYD | Boyd Gaming Corp | $99.67万 | 0.00% | 11,284 | 832 | 8.0% | $7.35万 | 加仓 |
| TFC | TRUIST FINL CORP | $99.87万 | 0.00% | 20,046 | 559 | 2.9% | $2.78万 | 加仓 |
| TKR | Timken Co | $100.29万 | 0.00% | 6,901 | 4,599 | 199.8% | $66.83万 | 加仓 |
| TLT | ISHARES TR | $100.69万 | 0.00% | 11,651 | 6,652 | 133.1% | $57.49万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $100.99万 | 0.00% | 14,596 | 1,634 | 12.6% | $11.31万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $101.33万 | 0.00% | 21,225 | 3,251 | 18.1% | $15.52万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $101.74万 | 0.00% | 78,991 | -17,936 | -18.5% | -$23.10万 | 减仓 |
| TMDX | TransMedics Group Inc | $102.29万 | 0.00% | 15,401 | 13,673 | 791.3% | $90.82万 | 重新持有 |
| CRUS | Cirrus Logic Inc | $102.42万 | 0.00% | 6,896 | 486 | 7.6% | $7.22万 | 加仓 |
| UL | UNILEVER PLC | $103.43万 | 0.00% | 17,205 | 2,162 | 14.4% | $13.00万 | 加仓 |
| IDEV | ISHARES TR | $103.49万 | 0.00% | 11,627 | 2,999 | 34.8% | $26.69万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $104.06万 | 0.00% | 3,768 | 3,768 | — | $104.06万 | 新建仓 |
| EQIX | EQUINIX INC | $104.58万 | 0.00% | 1,003 | 320 | 46.9% | $33.37万 | 加仓 |
| EXC | Exelon Corp | $104.68万 | 0.00% | 22,455 | 9,446 | 72.6% | $44.04万 | 加仓 |
| TEM | TEMPUS AI INC | $104.73万 | 0.00% | 18,078 | 6,365 | 54.3% | $36.87万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $104.94万 | 0.00% | 4,198 | -1,218 | -22.5% | -$30.45万 | 减仓 |
| BE | BLOOM ENERGY CORP | $104.96万 | 0.00% | 3,468 | 3,468 | — | $104.96万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $105.26万 | 0.00% | 39,498 | 8,089 | 25.8% | $21.56万 | 加仓 |
| SHV | ISHARES TR | $105.78万 | 0.00% | 9,586 | 5,755 | 150.2% | $63.51万 | 加仓 |
| SONY | Sony Group Corp | $105.87万 | 0.00% | 52,779 | 12,322 | 30.5% | $24.72万 | 加仓 |
| HPQ | HP INC | $106.36万 | 0.00% | 48,480 | 11,214 | 30.1% | $24.60万 | 加仓 |
| DRI | Darden Restaurants Inc | $106.46万 | 0.00% | 5,168 | 2,476 | 92.0% | $51.01万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $106.91万 | 0.00% | 17,070 | 71 | 0.4% | $4,447 | 加仓 |
| RPM | RPM INTL INC | $106.94万 | 0.00% | 9,621 | 330 | 3.6% | $3.67万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $107.31万 | 0.00% | 44,071 | 44,071 | — | $107.31万 | 新建仓 |
| USFR | WISDOMTREE TR | $107.90万 | 0.00% | 21,430 | 1,249 | 6.2% | $6.29万 | 加仓 |
| NTRA | Natera Inc | $107.96万 | 0.00% | 3,977 | -207 | -4.9% | -$5.62万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $108.78万 | 0.00% | 9,685 | 627 | 6.9% | $7.04万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $108.80万 | 0.00% | 8,512 | -15,013 | -63.8% | -$191.89万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $108.96万 | 0.00% | 25,276 | -1,329 | -5.0% | -$5.73万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $109.32万 | 0.00% | 10,129 | 1,303 | 14.8% | $14.06万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $110.36万 | 0.00% | 4,077 | 116 | 2.9% | $3.14万 | 加仓 |
| SGOV | ISHARES TR | $111.49万 | 0.00% | 11,075 | 3,348 | 43.3% | $33.70万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $111.82万 | 0.00% | 12,621 | -734 | -5.5% | -$6.50万 | 减仓 |
| COWZ | PACER FDS TR | $112.00万 | 0.00% | 18,007 | -1,679 | -8.5% | -$10.44万 | 减仓 |
| STT | STATE STR CORP | $112.96万 | 0.00% | 6,660 | 645 | 10.7% | $10.94万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $113.08万 | 0.00% | 8,882 | -162 | -1.8% | -$2.06万 | 减仓 |
| TSN | TYSON FOODS INC | $114.42万 | 0.00% | 19,986 | -1,943 | -8.9% | -$11.12万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $114.60万 | 0.00% | 13,197 | 13,197 | — | $114.60万 | 新建仓 |
| CRS | Carpenter Technology Corp | $114.73万 | 0.00% | 1,860 | 369 | 24.7% | $22.76万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $116.29万 | 0.00% | 10,447 | -8,223 | -44.0% | -$91.53万 | 减仓 |
| — | ELECTRONIC ARTS INC | $117.55万 | 0.00% | 5,733 | 323 | 6.0% | $6.62万 | 加仓 |