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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $996.22万 | 0.05% | 217,089 | 107,196 | 97.5% | $491.92万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $1,000.36万 | 0.05% | 124,951 | 124,951 | — | $1,000.36万 | 新建仓 |
| GEV | GE VERNOVA INC | $1,000.90万 | 0.05% | 11,466 | 1,937 | 20.3% | $169.09万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,022.63万 | 0.05% | 11,423 | -1,774 | -13.4% | -$158.81万 | 减仓 |
| OEF | ISHARES TR | $1,036.93万 | 0.05% | 32,601 | -382 | -1.2% | -$12.15万 | 减仓 |
| HEZU | ISHARES TR | $1,036.97万 | 0.05% | 237,292 | -8,592 | -3.5% | -$37.55万 | 减仓 |
| QCOM | QUALCOMM INC | $1,037.66万 | 0.05% | 80,576 | -17,128 | -17.5% | -$220.57万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,040.93万 | 0.05% | 54,238 | -1,096 | -2.0% | -$21.03万 | 减仓 |
| ESML | ISHARES TR | $1,052.70万 | 0.05% | 223,883 | -6,004 | -2.6% | -$28.23万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,053.09万 | 0.05% | 22,844 | 10,063 | 78.7% | $463.90万 | 加仓 |
| KLAC | KLA CORP | $1,055.99万 | 0.05% | 7,172 | -179 | -2.4% | -$26.36万 | 减仓 |
| TBIL | RBB FD INC | $1,066.49万 | 0.05% | 213,897 | 206,778 | 2,904.6% | $1,030.99万 | 加仓 |
| IWN | ISHARES TR | $1,068.26万 | 0.05% | 56,346 | -1,784 | -3.1% | -$33.82万 | 减仓 |
| IWB | ISHARES TR | $1,086.34万 | 0.05% | 30,467 | -750 | -2.4% | -$26.74万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,101.22万 | 0.05% | 129,799 | 114,550 | 751.2% | $971.84万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,107.45万 | 0.05% | 260,330 | -8,579 | -3.2% | -$36.50万 | 减仓 |
| — | TIDAL TRUST I | $1,113.26万 | 0.05% | 399,623 | -121,582 | -23.3% | -$338.70万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,123.41万 | 0.06% | 33,242 | -10,688 | -24.3% | -$361.20万 | 减仓 |
| IBDR | ISHARES TR | $1,133.52万 | 0.06% | 467,626 | -16,709 | -3.4% | -$40.50万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,144.86万 | 0.06% | 53,583 | 6,861 | 14.7% | $146.59万 | 加仓 |
| — | ALTSHARES TRUST | $1,161.03万 | 0.06% | 395,986 | 395,986 | — | $1,161.03万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,161.69万 | 0.06% | 241,768 | -116,838 | -32.6% | -$561.41万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,168.37万 | 0.06% | 241,099 | -18,682 | -7.2% | -$90.53万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,206.74万 | 0.06% | 19,966 | -839 | -4.0% | -$50.71万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,221.22万 | 0.06% | 525,934 | 2,514 | 0.5% | $5.84万 | 加仓 |
| IBDS | ISHARES TR | $1,239.50万 | 0.06% | 511,346 | -4,852 | -0.9% | -$11.76万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,241.14万 | 0.06% | 25,251 | -1,069 | -4.1% | -$52.54万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $1,243.43万 | 0.06% | 171,059 | 134,942 | 373.6% | $980.89万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,245.45万 | 0.06% | 51,382 | -2,368 | -4.4% | -$57.40万 | 减仓 |
| ECL | ECOLAB INC | $1,256.21万 | 0.06% | 47,222 | -1,290 | -2.7% | -$34.32万 | 减仓 |
| SKYW | SKYWEST INC | $1,262.94万 | 0.06% | 137,530 | -151 | -0.1% | -$1.39万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,285.88万 | 0.06% | 58,711 | 17,948 | 44.0% | $393.09万 | 加仓 |
| ETN | EATON CORP PLC | $1,288.42万 | 0.06% | 36,022 | -1,410 | -3.8% | -$50.43万 | 减仓 |
| ISTB | ISHARES TR | $1,291.37万 | 0.06% | 266,481 | 266,481 | — | $1,291.37万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $1,294.93万 | 0.06% | 80,067 | 532 | 0.7% | $8.60万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,298.37万 | 0.06% | 45,211 | 7,048 | 18.5% | $202.40万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $1,301.76万 | 0.06% | 307,238 | 296,382 | 2,730.1% | $1,255.76万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,312.89万 | 0.06% | 587,687 | -12,649 | -2.1% | -$28.26万 | 减仓 |
| AME | AMETEK INC | $1,313.82万 | 0.06% | 61,290 | -3,536 | -5.5% | -$75.80万 | 减仓 |
| URI | UNITED RENTALS INC | $1,328.15万 | 0.07% | 18,230 | -114 | -0.6% | -$8.31万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,343.79万 | 0.07% | 494,950 | 494,950 | — | $1,343.79万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,345.35万 | 0.07% | 162,580 | 109,370 | 205.5% | $905.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,363.29万 | 0.07% | 132,784 | -1,143 | -0.9% | -$11.74万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,371.88万 | 0.07% | 223,725 | 81,498 | 57.3% | $499.75万 | 加仓 |
| XOP | SPDR SERIES TRUST | $1,394.10万 | 0.07% | 76,671 | -2,522 | -3.2% | -$45.86万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,397.08万 | 0.07% | 80,953 | -205,158 | -71.7% | -$3,540.61万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,435.94万 | 0.07% | 340,108 | 334,050 | 5,514.2% | $1,410.36万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,500.67万 | 0.07% | 538,839 | -45,179 | -7.7% | -$125.82万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,503.65万 | 0.07% | 490,109 | 57,014 | 13.2% | $174.92万 | 加仓 |
| MCK | MCKESSON CORP | $1,525.65万 | 0.08% | 17,630 | -8,013 | -31.2% | -$693.42万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,528.63万 | 0.08% | 22,406 | 267 | 1.2% | $18.22万 | 加仓 |
| IBDW | ISHARES TR | $1,530.25万 | 0.08% | 731,129 | -15,017 | -2.0% | -$31.43万 | 减仓 |
| ADBE | ADOBE INC | $1,533.68万 | 0.08% | 63,094 | 4,680 | 8.0% | $113.76万 | 加仓 |
| INTU | INTUIT | $1,547.67万 | 0.08% | 35,794 | 6,825 | 23.6% | $295.10万 | 加仓 |
| IBDV | ISHARES TR | $1,562.42万 | 0.08% | 713,760 | -8,906 | -1.2% | -$19.50万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,571.74万 | 0.08% | 79,265 | 3,158 | 4.1% | $62.62万 | 加仓 |
| IVE | ISHARES TR | $1,579.52万 | 0.08% | 74,806 | 3,944 | 5.6% | $83.28万 | 加仓 |
| CAT | CATERPILLAR INC | $1,587.58万 | 0.08% | 22,409 | 152 | 0.7% | $10.77万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,603.87万 | 0.08% | 108,296 | -9,275 | -7.9% | -$137.36万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $1,604.42万 | 0.08% | 303,753 | -1,674 | -0.5% | -$8.84万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,607.99万 | 0.08% | 321,919 | -200,502 | -38.4% | -$1,001.51万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,609.92万 | 0.08% | 473,924 | -1,483 | -0.3% | -$5.04万 | 减仓 |
| IEMG | ISHARES INC | $1,644.74万 | 0.08% | 235,805 | 10,513 | 4.7% | $73.33万 | 加仓 |
| LOW | LOWES COS INC | $1,649.39万 | 0.08% | 69,807 | -2,627 | -3.6% | -$62.07万 | 减仓 |
| AMGN | AMGEN INC | $1,689.15万 | 0.08% | 48,008 | 1,054 | 2.2% | $37.08万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $1,689.70万 | 0.08% | 78,234 | -565 | -0.7% | -$12.20万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,693.92万 | 0.08% | 500,273 | -6,709 | -1.3% | -$22.72万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,747.75万 | 0.09% | 51,733 | 11,758 | 29.4% | $397.23万 | 加仓 |
| SUSB | ISHARES TR | $1,756.85万 | 0.09% | 700,916 | 32,432 | 4.9% | $81.29万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,757.53万 | 0.09% | 227,924 | 61,629 | 37.1% | $475.22万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,764.56万 | 0.09% | 416,169 | 410,593 | 7,363.6% | $1,740.91万 | 加仓 |
| — | FIS TR | $1,769.71万 | 0.09% | 549,942 | 549,942 | — | $1,769.71万 | 新建仓 |
| FDRR | FIDELITY COVINGTON TRUST | $1,773.98万 | 0.09% | 301,680 | -8,897 | -2.9% | -$52.32万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $1,793.97万 | 0.09% | 751,558 | 13,992 | 1.9% | $33.40万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,805.09万 | 0.09% | 365,625 | -12,789 | -3.4% | -$63.14万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,818.49万 | 0.09% | 111,921 | 8,090 | 7.8% | $131.45万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,826.16万 | 0.09% | 322,187 | -782 | -0.2% | -$4.43万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,847.34万 | 0.09% | 393,471 | 364,139 | 1,241.4% | $1,709.63万 | 加仓 |
| IWM | ISHARES TR | $1,850.12万 | 0.09% | 74,601 | 4,149 | 5.9% | $102.90万 | 加仓 |
| EFG | ISHARES TR | $1,865.04万 | 0.09% | 167,463 | -14,449 | -7.9% | -$160.92万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,866.81万 | 0.09% | 754,267 | -17,058 | -2.2% | -$42.22万 | 减仓 |
| IXUS | ISHARES TR | $1,887.46万 | 0.09% | 217,851 | 185,276 | 568.8% | $1,605.23万 | 加仓 |
| IVW | ISHARES TR | $1,900.99万 | 0.09% | 168,066 | 3,874 | 2.4% | $43.82万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,908.11万 | 0.09% | 172,119 | 15,451 | 9.9% | $171.29万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,960.85万 | 0.10% | 359,458 | -2,968 | -0.8% | -$16.19万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,972.16万 | 0.10% | 260,386 | -3,150 | -1.2% | -$23.86万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,007.52万 | 0.10% | 58,736 | 642 | 1.1% | $21.94万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $2,011.47万 | 0.10% | 404,315 | 24,599 | 6.5% | $122.38万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,063.05万 | 0.10% | 708,222 | -5,778 | -0.8% | -$16.83万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,082.61万 | 0.10% | 29 | -1 | -3.3% | -$71.81万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $2,124.99万 | 0.10% | 141,666 | 8,211 | 6.2% | $123.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,169.36万 | 0.11% | 150,191 | -7,723 | -4.9% | -$111.55万 | 减仓 |
| CRM | SALESFORCE INC | $2,170.85万 | 0.11% | 116,293 | -1,414 | -1.2% | -$26.40万 | 减仓 |
| PLD | PROLOGIS INC. | $2,185.02万 | 0.11% | 165,306 | 129,620 | 363.2% | $1,713.32万 | 加仓 |
| NKE | NIKE INC | $2,215.95万 | 0.11% | 419,528 | -111,566 | -21.0% | -$589.29万 | 减仓 |
| WFC | WELLS FARGO & CO | $2,233.93万 | 0.11% | 280,609 | -8,314 | -2.9% | -$66.19万 | 减仓 |
| BAC | BANK AMERICA CORP | $2,253.52万 | 0.11% | 462,260 | 77,020 | 20.0% | $375.47万 | 加仓 |
| ORCL | ORACLE CORP | $2,265.11万 | 0.11% | 153,974 | -24,586 | -13.8% | -$361.68万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,323.26万 | 0.11% | 114,345 | 7,478 | 7.0% | $151.94万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $2,333.78万 | 0.11% | 641,853 | -15,232 | -2.3% | -$55.38万 | 减仓 |