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 |
|---|---|---|---|---|---|---|---|---|
| BNTX | BIONTECH SE | $118.38万 | 0.00% | 12,723 | 8,389 | 193.6% | $78.06万 | 加仓 |
| WRB | BERKLEY W R CORP | $119.50万 | 0.00% | 16,943 | -8,192 | -32.6% | -$57.78万 | 减仓 |
| FAST | Fastenal Co | $119.67万 | 0.00% | 24,916 | 2,180 | 9.6% | $10.47万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $119.72万 | 0.00% | 11,599 | -123 | -1.0% | -$1.27万 | 减仓 |
| TTC | TORO CO | $120.22万 | 0.00% | 12,340 | 3,299 | 36.5% | $32.14万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $120.26万 | 0.00% | 38,983 | 4,765 | 13.9% | $14.70万 | 加仓 |
| NNN | NNN REIT INC | $121.08万 | 0.00% | 26,023 | 5,640 | 27.7% | $26.24万 | 加仓 |
| POWL | POWELL INDS INC | $121.56万 | 0.00% | 4,245 | 996 | 30.7% | $28.52万 | 加仓 |
| PSA | PUBLIC STORAGE | $121.61万 | 0.00% | 3,820 | 417 | 12.3% | $13.27万 | 加仓 |
| RKLB | ROCKET LAB CORP | $121.89万 | 0.00% | 11,991 | 5,100 | 74.0% | $51.84万 | 加仓 |
| INCY | INCYTE CORP | $123.14万 | 0.00% | 10,863 | 51 | 0.5% | $5,781 | 加仓 |
| EMNT | PIMCO ETF TR | $123.84万 | 0.00% | 12,517 | 8,260 | 194.0% | $81.72万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $124.86万 | 0.00% | 6,165 | 1,225 | 24.8% | $24.81万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $125.02万 | 0.00% | 12,427 | 331 | 2.7% | $3.33万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $125.94万 | 0.00% | 12,246 | -3,823 | -23.8% | -$39.32万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $126.80万 | 0.00% | 36,063 | 36,063 | — | $126.80万 | 新建仓 |
| PCG | PG&E CORP | $127.11万 | 0.00% | 75,573 | 10,341 | 15.9% | $17.39万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $127.20万 | 0.00% | 8,155 | 1,285 | 18.7% | $20.04万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $127.69万 | 0.00% | 10,935 | 2,397 | 28.1% | $27.99万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $128.18万 | 0.00% | 927 | 347 | 59.8% | $47.98万 | 加仓 |
| NKE | NIKE INC | $128.35万 | 0.00% | 31,268 | -388,260 | -92.5% | -$1,593.79万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $128.53万 | 0.00% | 5,514 | 737 | 15.4% | $17.18万 | 加仓 |
| GRMN | Garmin Ltd | $129.18万 | 0.00% | 5,438 | 163 | 3.1% | $3.87万 | 加仓 |
| EXEL | Exelixis Inc | $129.85万 | 0.00% | 23,865 | 2,041 | 9.4% | $11.10万 | 加仓 |
| SCZ | ISHARES TR | $131.42万 | 0.01% | 15,974 | 1,177 | 8.0% | $9.68万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $131.89万 | 0.01% | 38,236 | 38,236 | — | $131.89万 | 新建仓 |
| GLDM | WORLD GOLD TR | $132.05万 | 0.01% | 16,627 | 196 | 1.2% | $1.56万 | 加仓 |
| PAYX | PAYCHEX INC | $133.27万 | 0.01% | 13,553 | 469 | 3.6% | $4.61万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $133.68万 | 0.01% | 12,403 | -112 | -0.9% | -$1.21万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $133.92万 | 0.01% | 27,573 | 4,763 | 20.9% | $23.13万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $134.22万 | 0.01% | 10,946 | -107 | -1.0% | -$1.31万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $135.65万 | 0.01% | 50,880 | 10,106 | 24.8% | $26.94万 | 加仓 |
| MAS | Masco Corp | $136.82万 | 0.01% | 16,814 | 4,217 | 33.5% | $34.31万 | 加仓 |
| NVO | NOVO-NORDISK A S | $136.93万 | 0.01% | 28,562 | 5,559 | 24.2% | $26.65万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $137.07万 | 0.01% | 10,056 | -183 | -1.8% | -$2.49万 | 减仓 |
| DD | Dupont De Nemours Inc | $137.45万 | 0.01% | 10,134 | -15,872 | -61.0% | -$215.28万 | 减仓 |
| MLPA | GLOBAL X FDS | $137.55万 | 0.01% | 25,914 | 4,595 | 21.6% | $24.39万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $139.09万 | 0.01% | 11,750 | -89 | -0.8% | -$1.05万 | 减仓 |
| Q | Qnity Electronics Inc | $139.77万 | 0.01% | 8,559 | 1,133 | 15.3% | $18.50万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $140.11万 | 0.01% | 26,768 | 759 | 2.9% | $3.97万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $140.32万 | 0.01% | 13,479 | -35 | -0.3% | -$3,644 | 减仓 |
| FITB | Fifth Third Bancorp | $140.60万 | 0.01% | 24,943 | 9,212 | 58.6% | $51.93万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $141.65万 | 0.01% | 7,542 | -152 | -2.0% | -$2.85万 | 减仓 |
| LEN | LENNAR CORP | $142.07万 | 0.01% | 15,701 | 2,183 | 16.1% | $19.75万 | 加仓 |
| SPYI | NEOS ETF TRUST | $142.54万 | 0.01% | 26,848 | 26,848 | — | $142.54万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $142.56万 | 0.01% | 4,926 | 607 | 14.1% | $17.57万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $143.77万 | 0.01% | 4,055 | 2,271 | 127.3% | $80.52万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $143.78万 | 0.01% | 17,403 | 5,151 | 42.0% | $42.56万 | 加仓 |
| TFLO | ISHARES TR | $144.99万 | 0.01% | 28,638 | -3,774 | -11.6% | -$19.11万 | 减仓 |
| LIF | Life360 Inc | $145.23万 | 0.01% | 26,233 | 14,273 | 119.3% | $79.02万 | 加仓 |
| DHI | D R HORTON INC | $145.25万 | 0.01% | 8,918 | 533 | 6.4% | $8.68万 | 加仓 |
| SSRM | SSR MINING IN | $145.52万 | 0.01% | 51,457 | 51,457 | — | $145.52万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $147.73万 | 0.01% | 23,490 | 2,095 | 9.8% | $13.18万 | 加仓 |
| IAGG | ISHARES TR | $147.74万 | 0.01% | 29,198 | 8,560 | 41.5% | $43.31万 | 加仓 |
| MKSI | MKS INC. | $148.34万 | 0.01% | 3,335 | -117 | -3.4% | -$5.20万 | 减仓 |
| ALB | Albemarle Corp | $148.73万 | 0.01% | 11,015 | 8,847 | 408.1% | $119.46万 | 加仓 |
| IRM | IRON MTN INC DEL | $149.82万 | 0.01% | 11,861 | 2,748 | 30.2% | $34.71万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $151.19万 | 0.01% | 4,575 | 674 | 17.3% | $22.27万 | 加仓 |
| TIP | ISHARES TR | $152.09万 | 0.01% | 13,898 | 551 | 4.1% | $6.03万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $153.24万 | 0.01% | 18,610 | 9,141 | 96.5% | $75.27万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $153.42万 | 0.01% | 2,025 | 591 | 41.2% | $44.78万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $153.64万 | 0.01% | 26,564 | 2,601 | 10.9% | $15.04万 | 加仓 |
| IGM | ISHARES TR | $153.69万 | 0.01% | 9,396 | 888 | 10.4% | $14.53万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $153.87万 | 0.01% | 6,385 | 863 | 15.6% | $20.80万 | 加仓 |
| CCJ | Cameco Corp | $154.33万 | 0.01% | 15,151 | 2,872 | 23.4% | $29.25万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $154.40万 | 0.01% | 11,587 | -2,563 | -18.1% | -$34.15万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $155.22万 | 0.01% | 11,685 | 1,488 | 14.6% | $19.77万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $156.80万 | 0.01% | 16,531 | 1,484 | 9.9% | $14.08万 | 加仓 |
| SUSA | ISHARES TR | $157.64万 | 0.01% | 10,217 | 5,086 | 99.1% | $78.47万 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $157.94万 | 0.01% | 52,983 | 1,149 | 2.2% | $3.43万 | 加仓 |
| — | ISHARES TR | $158.11万 | 0.01% | 22,845 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $158.52万 | 0.01% | 4,680 | 3,230 | 222.8% | $109.41万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $159.32万 | 0.01% | 9,863 | -1,314 | -11.8% | -$21.23万 | 减仓 |
| EMB | ISHARES TR | $159.48万 | 0.01% | 16,537 | -271 | -1.6% | -$2.61万 | 减仓 |
| CAH | Cardinal Health Inc | $160.23万 | 0.01% | 6,745 | -1,111 | -14.1% | -$26.39万 | 减仓 |
| ROKU | ROKU INC | $160.63万 | 0.01% | 11,628 | 8,194 | 238.6% | $113.19万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $161.49万 | 0.01% | 53,527 | 18,792 | 54.1% | $56.70万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $162.47万 | 0.01% | 51,399 | 1,882 | 3.8% | $5.95万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $163.68万 | 0.01% | 5,590 | 1,653 | 42.0% | $48.40万 | 加仓 |
| IVLU | ISHARES TR | $163.71万 | 0.01% | 39,146 | 15,469 | 65.3% | $64.69万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $164.22万 | 0.01% | 13,524 | -1,626 | -10.7% | -$19.74万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $164.25万 | 0.01% | 6,284 | 178 | 2.9% | $4.65万 | 加仓 |
| EMXC | ISHARES INC | $164.79万 | 0.01% | 16,108 | 522 | 3.3% | $5.34万 | 加仓 |
| MTB | M & T BK CORP | $164.82万 | 0.01% | 6,925 | 1,198 | 20.9% | $28.51万 | 加仓 |
| WMB | WILLIAMS COS INC | $166.13万 | 0.01% | 22,347 | 6,176 | 38.2% | $45.91万 | 加仓 |
| CNC | CENTENE CORP DEL | $166.78万 | 0.01% | 25,982 | 6,741 | 35.0% | $43.27万 | 加仓 |
| NOBL | PROSHARES TR | $166.99万 | 0.01% | 29,735 | -327 | -1.1% | -$1.84万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $167.08万 | 0.01% | 16,661 | 7,801 | 88.0% | $78.23万 | 加仓 |
| FLEX | FLEX LTD | $168.31万 | 0.01% | 10,385 | 356 | 3.5% | $5.77万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $170.36万 | 0.01% | 3,713 | 303 | 8.9% | $13.90万 | 加仓 |
| EIX | EDISON INTL | $170.92万 | 0.01% | 22,958 | 2,235 | 10.8% | $16.64万 | 加仓 |
| AIQ | GLOBAL X FDS | $171.93万 | 0.01% | 26,204 | 26,204 | — | $171.93万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $172.12万 | 0.01% | 41,675 | -5,317 | -11.3% | -$21.96万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $172.33万 | 0.01% | 11,169 | 310 | 2.9% | $4.78万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $173.57万 | 0.01% | 57,836 | -3,215 | -5.3% | -$9.65万 | 减仓 |
| BDX | Becton Dickinson & Co | $174.13万 | 0.01% | 11,507 | -1,499 | -11.5% | -$22.68万 | 减仓 |
| BSX | Boston Scientific Corp | $174.22万 | 0.01% | 40,819 | 16,062 | 64.9% | $68.55万 | 加仓 |
| BBY | Best Buy Inc | $174.63万 | 0.01% | 23,015 | 6,720 | 41.2% | $50.99万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $175.39万 | 0.01% | 36,761 | 4,446 | 13.8% | $21.21万 | 加仓 |
| AVY | Avery Dennison Corp | $175.97万 | 0.01% | 10,839 | 6,356 | 141.8% | $103.19万 | 加仓 |