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 |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | $472.08万 | 0.02% | 136,637 | -3,433 | -2.5% | -$11.86万 | 减仓 |
| NUSC | NUSHARES ETF TR | $478.04万 | 0.02% | 106,089 | 98,117 | 1,230.8% | $442.12万 | 加仓 |
| DLN | WISDOMTREE TR | $480.33万 | 0.02% | 53,770 | -406 | -0.7% | -$3.63万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $482.18万 | 0.02% | 146,338 | -12,604 | -7.9% | -$41.53万 | 减仓 |
| IHI | ISHARES TR | $484.98万 | 0.02% | 90,906 | -5,083 | -5.3% | -$27.12万 | 减仓 |
| INDA | ISHARES TR | $485.05万 | 0.02% | 103,554 | -925 | -0.9% | -$4.33万 | 减仓 |
| EWJ | ISHARES INC | $489.66万 | 0.02% | 57,989 | -2,255 | -3.7% | -$19.04万 | 减仓 |
| CVS | CVS HEALTH CORP | $492.57万 | 0.02% | 68,584 | -4,951 | -6.7% | -$35.56万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $492.70万 | 0.02% | 105,030 | -139,984 | -57.1% | -$656.67万 | 减仓 |
| VV | VANGUARD INDEX FDS | $492.80万 | 0.02% | 16,490 | 519 | 3.2% | $15.51万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $493.97万 | 0.02% | 252,927 | -7,373 | -2.8% | -$14.40万 | 减仓 |
| SHLD | GLOBAL X FDS | $495.97万 | 0.02% | 70,013 | 63,465 | 969.2% | $449.59万 | 加仓 |
| SDY | SPDR SERIES TRUST | $503.27万 | 0.02% | 34,485 | 364 | 1.1% | $5.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $507.78万 | 0.02% | 70,594 | 5,801 | 9.0% | $41.73万 | 加仓 |
| CSX | CSX CORP | $508.18万 | 0.02% | 123,796 | -12,958 | -9.5% | -$53.19万 | 减仓 |
| SRE | SEMPRA | $511.74万 | 0.03% | 52,664 | 1,406 | 2.7% | $13.66万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $513.20万 | 0.03% | 52,415 | -17,648 | -25.2% | -$172.79万 | 减仓 |
| IWR | ISHARES TR | $515.11万 | 0.03% | 52,979 | 2,608 | 5.2% | $25.36万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $524.36万 | 0.03% | 128,426 | 70,162 | 120.4% | $286.47万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $526.33万 | 0.03% | 42,868 | 633 | 1.5% | $7.77万 | 加仓 |
| CB | CHUBB LTD SWITZ | $528.43万 | 0.03% | 16,213 | -1,198 | -6.9% | -$39.05万 | 减仓 |
| SBUX | STARBUCKS CORP | $533.48万 | 0.03% | 59,547 | -65 | -0.1% | -$5,823 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $540.10万 | 0.03% | 18,593 | -4,405 | -19.2% | -$127.96万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $544.42万 | 0.03% | 15,862 | -524 | -3.2% | -$17.98万 | 减仓 |
| ACWI | ISHARES TR | $548.40万 | 0.03% | 39,633 | -86 | -0.2% | -$1.19万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $551.34万 | 0.03% | 112,680 | 5,267 | 4.9% | $25.77万 | 加仓 |
| IJK | ISHARES TR | $552.08万 | 0.03% | 54,868 | -2,320 | -4.1% | -$23.34万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $553.02万 | 0.03% | 164,934 | 1,913 | 1.2% | $6.41万 | 加仓 |
| BA | BOEING CO | $557.45万 | 0.03% | 28,008 | 1,130 | 4.2% | $22.49万 | 加仓 |
| IBDT | ISHARES TR | $558.06万 | 0.03% | 220,316 | -2,429 | -1.1% | -$6.15万 | 减仓 |
| IWS | ISHARES TR | $558.94万 | 0.03% | 38,352 | -1,659 | -4.1% | -$24.18万 | 减仓 |
| IEF | ISHARES TR | $562.78万 | 0.03% | 58,967 | 55,864 | 1,800.3% | $533.16万 | 加仓 |
| NVS | NOVARTIS AG | $566.87万 | 0.03% | 37,111 | 20,134 | 118.6% | $307.55万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $572.74万 | 0.03% | 36,415 | 25,816 | 243.6% | $406.04万 | 加仓 |
| QUAL | ISHARES TR | $578.86万 | 0.03% | 30,179 | 3,478 | 13.0% | $66.71万 | 加仓 |
| T | AT&T INC | $583.07万 | 0.03% | 201,129 | -11,105 | -5.2% | -$32.19万 | 减仓 |
| GDX | VANECK ETF TRUST | $589.55万 | 0.03% | 64,242 | 1,361 | 2.2% | $12.49万 | 加仓 |
| IYW | ISHARES TR | $593.11万 | 0.03% | 32,693 | -1,081 | -3.2% | -$19.61万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $594.15万 | 0.03% | 73,734 | 1,293 | 1.8% | $10.42万 | 加仓 |
| FIX | COMFORT SYS USA INC | $596.14万 | 0.03% | 4,323 | 3,050 | 239.6% | $420.59万 | 加仓 |
| IWV | ISHARES TR | $596.92万 | 0.03% | 16,103 | -1,018 | -5.9% | -$37.74万 | 减仓 |
| NEM | NEWMONT CORP | $597.36万 | 0.03% | 55,183 | 7,277 | 15.2% | $78.77万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $599.89万 | 0.03% | 225,438 | 210,037 | 1,363.8% | $558.91万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $601.32万 | 0.03% | 12,982 | -1,347 | -9.4% | -$62.39万 | 减仓 |
| MO | ALTRIA GROUP INC | $611.41万 | 0.03% | 92,651 | -3,293 | -3.4% | -$21.73万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $613.12万 | 0.03% | 22,659 | -14,060 | -38.3% | -$380.44万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $615.76万 | 0.03% | 1,912,308 | 1,912,308 | — | $615.76万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $618.69万 | 0.03% | 42,295 | 3,786 | 9.8% | $55.38万 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $623.51万 | 0.03% | 179,375 | -4,450 | -2.4% | -$15.47万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $623.93万 | 0.03% | 204,566 | 18,347 | 9.9% | $55.96万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $631.03万 | 0.03% | 254,447 | 254,447 | — | $631.03万 | 新建仓 |
| PWR | QUANTA SVCS INC | $632.09万 | 0.03% | 11,513 | 2,166 | 23.2% | $118.92万 | 加仓 |
| C | CITIGROUP INC | $641.16万 | 0.03% | 56,535 | -6,151 | -9.8% | -$69.76万 | 减仓 |
| USB | US BANCORP | $645.09万 | 0.03% | 124,033 | -3,439 | -2.7% | -$17.89万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $651.23万 | 0.03% | 16,681 | 1,438 | 9.4% | $56.14万 | 加仓 |
| DGRO | ISHARES TR | $654.82万 | 0.03% | 93,305 | -1,817 | -1.9% | -$12.75万 | 减仓 |
| NULV | NUSHARES ETF TR | $660.76万 | 0.03% | 145,222 | 51,322 | 54.7% | $233.52万 | 加仓 |
| COP | CONOCOPHILLIPS | $665.05万 | 0.03% | 50,383 | -5,462 | -9.8% | -$72.10万 | 减仓 |
| PFE | PFIZER INC | $665.83万 | 0.03% | 237,118 | -21,616 | -8.4% | -$60.70万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $667.20万 | 0.03% | 130,874 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $669.18万 | 0.03% | 98,206 | 4,047 | 4.3% | $27.58万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $682.89万 | 0.03% | 149,102 | -33,214 | -18.2% | -$152.12万 | 减仓 |
| VHT | VANGUARD WORLD FD | $692.50万 | 0.03% | 25,429 | -986 | -3.7% | -$26.85万 | 减仓 |
| SNOW | SNOWFLAKE INC | $702.59万 | 0.03% | 46,585 | 1,514 | 3.4% | $22.83万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $703.48万 | 0.03% | 109,884 | 109,884 | — | $703.48万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $705.91万 | 0.03% | 184,503 | -29,507 | -13.8% | -$112.89万 | 减仓 |
| CTAS | CINTAS CORP | $707.53万 | 0.03% | 41,831 | -757 | -1.8% | -$12.80万 | 减仓 |
| GWW | WW GRAINGER INC | $715.68万 | 0.04% | 6,561 | -133 | -2.0% | -$14.51万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $753.03万 | 0.04% | 150,007 | -3,811 | -2.5% | -$19.13万 | 减仓 |
| DHR | DANAHER CORP DEL | $754.02万 | 0.04% | 39,769 | -4,501 | -10.2% | -$85.34万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $754.43万 | 0.04% | 199,373 | -24,234 | -10.8% | -$91.70万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $755.01万 | 0.04% | 259,632 | 46,400 | 21.8% | $134.93万 | 加仓 |
| TXN | TEXAS INSTRS INC | $763.27万 | 0.04% | 39,315 | -11,771 | -23.0% | -$228.52万 | 减仓 |
| MS | MORGAN STANLEY | $771.99万 | 0.04% | 46,909 | 2,854 | 6.5% | $46.97万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $774.00万 | 0.04% | 77,269 | -1,528 | -1.9% | -$15.31万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $775.17万 | 0.04% | 10,650 | 9,900 | 1,320.0% | $720.58万 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $784.55万 | 0.04% | 544,068 | -20,434 | -3.6% | -$29.47万 | 减仓 |
| IWO | ISHARES TR | $795.48万 | 0.04% | 25,349 | 17 | 0.1% | $5,335 | 加仓 |
| EEM | ISHARES TR | $807.01万 | 0.04% | 142,104 | 3,823 | 2.8% | $21.71万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $809.42万 | 0.04% | 173,175 | 150,038 | 648.5% | $701.28万 | 加仓 |
| DIS | DISNEY WALT CO | $815.65万 | 0.04% | 84,629 | 94 | 0.1% | $9,060 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $829.54万 | 0.04% | 206,405 | -7,061 | -3.3% | -$28.38万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $830.31万 | 0.04% | 129,107 | -4,369 | -3.3% | -$28.10万 | 减仓 |
| KKR | KKR & CO INC | $830.58万 | 0.04% | 89,792 | -9,712 | -9.8% | -$89.84万 | 减仓 |
| USMV | ISHARES TR | $840.27万 | 0.04% | 90,604 | 15,277 | 20.3% | $141.68万 | 加仓 |
| IGIB | ISHARES TR | $840.86万 | 0.04% | 157,997 | 120,644 | 323.0% | $642.07万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $853.20万 | 0.04% | 28,207 | -363 | -1.3% | -$10.98万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $856.11万 | 0.04% | 24,804 | 4,909 | 24.7% | $169.44万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $878.37万 | 0.04% | 2,086 | 614 | 41.7% | $258.54万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $878.59万 | 0.04% | 53,139 | -918 | -1.7% | -$15.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $906.06万 | 0.04% | 10,710 | -1,625 | -13.2% | -$137.47万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $908.01万 | 0.04% | 183,474 | 1,976 | 1.1% | $9.78万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $912.19万 | 0.04% | 119,178 | -1,186 | -1.0% | -$9.08万 | 减仓 |
| ASML | ASML HLDG NV | $919.19万 | 0.05% | 6,959 | -619 | -8.2% | -$81.76万 | 减仓 |
| KO | COCA COLA CO | $930.96万 | 0.05% | 122,415 | 3,856 | 3.3% | $29.32万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $949.20万 | 0.05% | 43,692 | -2,363 | -5.1% | -$51.34万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $968.42万 | 0.05% | 87,664 | -1,720 | -1.9% | -$19.00万 | 减仓 |
| CLIP | GLOBAL X FDS | $972.80万 | 0.05% | 96,931 | 96,931 | — | $972.80万 | 新建仓 |
| GE | GE AEROSPACE | $986.76万 | 0.05% | 34,773 | 1,315 | 3.9% | $37.32万 | 加仓 |
| IEO | ISHARES TR | $992.64万 | 0.05% | 79,475 | 22 | 0.0% | $2,748 | 加仓 |