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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | $270.38万 | 0.01% | 7,853 | 1,462 | 22.9% | $50.34万 | 加仓 |
| DSI | ISHARES TR | $270.93万 | 0.01% | 19,027 | 421 | 2.3% | $5.99万 | 加仓 |
| AFL | AFLAC INC | $274.70万 | 0.01% | 23,428 | 5,701 | 32.2% | $66.85万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $274.93万 | 0.01% | 60,932 | 48,048 | 372.9% | $216.79万 | 加仓 |
| ISCV | ISHARES TR | $276.88万 | 0.01% | 35,354 | 1,726 | 5.1% | $13.52万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $277.51万 | 0.01% | 55,826 | 8,182 | 17.2% | $40.67万 | 加仓 |
| TGT | TARGET CORP | $278.94万 | 0.01% | 21,357 | 8,671 | 68.4% | $113.25万 | 加仓 |
| XYZ | Block Inc | $279.47万 | 0.01% | 36,772 | 2,843 | 8.4% | $21.61万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $279.72万 | 0.01% | 36,536 | 9,713 | 36.2% | $74.36万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $282.38万 | 0.01% | 62,597 | 26,337 | 72.6% | $118.81万 | 加仓 |
| NTAP | NetApp Inc | $284.73万 | 0.01% | 18,398 | 1,884 | 11.4% | $29.16万 | 加仓 |
| IGF | ISHARES TR | $289.34万 | 0.01% | 43,444 | -18,772 | -30.2% | -$125.02万 | 减仓 |
| XJH | ISHARES TR | $289.82万 | 0.01% | 55,574 | 35,506 | 176.9% | $185.16万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $290.73万 | 0.01% | 54,658 | 118 | 0.2% | $6,276 | 加仓 |
| ESGV | VANGUARD WORLD FD | $293.43万 | 0.01% | 22,190 | 2 | 0.0% | $264 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $294.20万 | 0.01% | 50,171 | -60 | -0.1% | -$3,518 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $299.93万 | 0.01% | 25,563 | 478 | 1.9% | $5.61万 | 加仓 |
| AZN | AstraZeneca PLC | $304.44万 | 0.01% | 16,055 | 1,495 | 10.3% | $28.35万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $306.37万 | 0.01% | 31,771 | 3,573 | 12.7% | $34.45万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $308.02万 | 0.01% | 41,993 | 5,046 | 13.7% | $37.01万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $308.74万 | 0.01% | 36,865 | 8,133 | 28.3% | $68.11万 | 加仓 |
| AOA | ISHARES TR | $310.37万 | 0.01% | 31,800 | 1,166 | 3.8% | $11.38万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $310.84万 | 0.01% | 38,135 | -271 | -0.7% | -$2.21万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $312.26万 | 0.01% | 45,914 | -555 | -1.2% | -$3.77万 | 减仓 |
| USXF | ISHARES TR | $312.68万 | 0.01% | 45,022 | 45,022 | — | $312.68万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $313.81万 | 0.01% | 21,478 | 7,353 | 52.1% | $107.43万 | 加仓 |
| ADBE | ADOBE INC | $314.48万 | 0.01% | 15,339 | -47,755 | -75.7% | -$979.06万 | 减仓 |
| SNPS | SYNOPSYS INC | $317.67万 | 0.01% | 7,122 | 4,198 | 143.6% | $187.25万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $318.25万 | 0.01% | 109,704 | -48,038 | -30.5% | -$139.36万 | 减仓 |
| IBB | ISHARES TR | $320.26万 | 0.01% | 16,839 | -2,524 | -13.0% | -$48.00万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $320.37万 | 0.01% | 14,791 | -1,391 | -8.6% | -$30.13万 | 减仓 |
| BOND | PIMCO ETF TR | $322.92万 | 0.01% | 35,020 | 10,130 | 40.7% | $93.41万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $323.62万 | 0.01% | 56,116 | 22,011 | 64.5% | $126.94万 | 加仓 |
| CI | THE CIGNA GROUP | $324.33万 | 0.01% | 11,765 | 1,413 | 13.6% | $38.95万 | 加仓 |
| DGRW | WISDOMTREE TR | $324.70万 | 0.01% | 33,957 | 1,718 | 5.3% | $16.43万 | 加仓 |
| AMKR | Amkor Technology Inc | $326.25万 | 0.01% | 37,835 | 30,500 | 415.8% | $263.00万 | 加仓 |
| EOG | EOG RES INC | $326.37万 | 0.01% | 25,158 | 1,866 | 8.0% | $24.21万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $327.20万 | 0.01% | 39,931 | 4,524 | 12.8% | $37.07万 | 加仓 |
| IQLT | ISHARES TR | $329.80万 | 0.01% | 66,559 | 51,762 | 349.8% | $256.48万 | 加仓 |
| IBDZ | ISHARES TR | $330.80万 | 0.01% | 126,985 | 126,985 | — | $330.80万 | 新建仓 |
| IBDY | ISHARES TR | $330.84万 | 0.01% | 128,507 | 128,507 | — | $330.84万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $332.69万 | 0.01% | 306,066 | 24,996 | 8.9% | $27.17万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $333.34万 | 0.01% | 42,785 | 976 | 2.3% | $7.60万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $333.49万 | 0.01% | 85,193 | 85,193 | — | $333.49万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $334.27万 | 0.01% | 13,458 | 6,245 | 86.6% | $155.11万 | 加仓 |
| IBDX | ISHARES TR | $334.44万 | 0.01% | 132,767 | 132,767 | — | $334.44万 | 新建仓 |
| O | Realty Income Corp | $338.33万 | 0.01% | 54,604 | 1,875 | 3.6% | $11.62万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $340.09万 | 0.01% | 112,611 | 67,569 | 150.0% | $204.06万 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $340.50万 | 0.01% | 288,317 | 3,068 | 1.1% | $3.62万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $340.93万 | 0.01% | 57,913 | 57,913 | — | $340.93万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $341.00万 | 0.01% | 22,474 | 208 | 0.9% | $3.16万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $341.05万 | 0.01% | 37,702 | -1,536 | -3.9% | -$13.89万 | 减仓 |
| DON | WISDOMTREE TR | $342.29万 | 0.01% | 60,561 | 32,201 | 113.5% | $182.00万 | 加仓 |
| INTU | INTUIT | $342.41万 | 0.01% | 13,119 | -22,675 | -63.3% | -$591.82万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $342.67万 | 0.01% | 102,411 | -907 | -0.9% | -$3.03万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $343.94万 | 0.01% | 3,564 | 1,695 | 90.7% | $163.57万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $346.36万 | 0.01% | 13,084 | -192 | -1.4% | -$5.08万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $347.56万 | 0.01% | 29,377 | 864 | 3.0% | $10.22万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $349.12万 | 0.01% | 39,439 | 1,822 | 4.8% | $16.13万 | 加仓 |
| FTNT | FORTINET INC | $350.84万 | 0.01% | 22,838 | 5,023 | 28.2% | $77.16万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $361.74万 | 0.01% | 98,112 | 6,469 | 7.1% | $23.85万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $364.14万 | 0.01% | 38,566 | -33 | -0.1% | -$3,116 | 减仓 |
| NET | Cloudflare Inc | $365.53万 | 0.01% | 14,903 | 11,990 | 411.6% | $294.08万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $373.16万 | 0.01% | 189,712 | 189,712 | — | $373.16万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $374.45万 | 0.01% | 94,869 | -9,018 | -8.7% | -$35.59万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $375.83万 | 0.01% | 32,947 | 3,312 | 11.2% | $37.78万 | 加仓 |
| HEI | HEICO CORP NEW | $376.38万 | 0.01% | 10,567 | -302 | -2.8% | -$10.76万 | 减仓 |
| DHR | DANAHER CORP DEL | $380.68万 | 0.01% | 19,985 | -19,784 | -49.7% | -$376.85万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $385.41万 | 0.01% | 12,251 | 2,565 | 26.5% | $80.69万 | 加仓 |
| PSX | Phillips 66 | $386.39万 | 0.01% | 22,857 | 5,224 | 29.6% | $88.31万 | 加仓 |
| ABNB | Airbnb Inc | $390.23万 | 0.01% | 27,269 | 17,794 | 187.8% | $254.64万 | 加仓 |
| IGIB | ISHARES TR | $390.46万 | 0.01% | 73,436 | -84,561 | -53.5% | -$449.61万 | 减仓 |
| NYM | AB ACTIVE ETFS INC | $391.27万 | 0.01% | 155,702 | 22,337 | 16.7% | $56.13万 | 加仓 |
| — | SSGA ACTIVE TR | $391.82万 | 0.01% | 91,752 | -1,820 | -1.9% | -$7.77万 | 减仓 |
| LIN | Linde plc | $391.97万 | 0.01% | 7,553 | 429 | 6.0% | $22.26万 | 加仓 |
| IMCV | ISHARES TR | $397.38万 | 0.02% | 43,487 | 450 | 1.0% | $4.11万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $397.88万 | 0.02% | 86,817 | 1,177 | 1.4% | $5.39万 | 加仓 |
| IEF | ISHARES TR | $399.55万 | 0.02% | 42,249 | -16,718 | -28.4% | -$158.10万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $401.49万 | 0.02% | 32,613 | -3,802 | -10.4% | -$46.81万 | 减仓 |
| WTPI | WISDOMTREE TR | $402.93万 | 0.02% | 122,881 | 122,881 | — | $402.93万 | 新建仓 |
| IBHF | ISHARES TR | $405.05万 | 0.02% | 178,831 | -5,827 | -3.2% | -$13.20万 | 减仓 |
| SHLD | GLOBAL X FDS | $405.86万 | 0.02% | 67,972 | -2,041 | -2.9% | -$12.19万 | 减仓 |
| EBAY | EBAY INC. | $406.21万 | 0.02% | 36,349 | 18,369 | 102.2% | $205.28万 | 加仓 |
| BX | BLACKSTONE INC | $406.88万 | 0.02% | 34,578 | 7,122 | 25.9% | $83.80万 | 加仓 |
| IUSG | ISHARES TR | $407.90万 | 0.02% | 21,686 | 4,569 | 26.7% | $85.94万 | 加仓 |
| IYY | ISHARES TR | $408.56万 | 0.02% | 22,414 | -120 | -0.5% | -$2.19万 | 减仓 |
| IUSV | ISHARES TR | $409.24万 | 0.02% | 37,153 | -439 | -1.2% | -$4.84万 | 减仓 |
| DOX | Amdocs Ltd | $411.76万 | 0.02% | 81,471 | 73,921 | 979.1% | $373.60万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $414.71万 | 0.02% | 24,412 | -18,456 | -43.1% | -$313.53万 | 减仓 |
| EAGG | ISHARES TR | $415.69万 | 0.02% | 87,681 | 15,710 | 21.8% | $74.48万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $419.04万 | 0.02% | 368,065 | 3,407 | 0.9% | $3.88万 | 加仓 |
| DVY | ISHARES TR | $419.06万 | 0.02% | 26,811 | 739 | 2.8% | $11.55万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $420.22万 | 0.02% | 11,339 | 2,497 | 28.2% | $92.54万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $422.48万 | 0.02% | 17,159 | 2,871 | 20.1% | $70.69万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $424.92万 | 0.02% | 145,026 | 145,026 | — | $424.92万 | 新建仓 |
| SGOL | ETFS GOLD TR | $426.94万 | 0.02% | 111,678 | 111,678 | — | $426.94万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $427.23万 | 0.02% | 11,383 | 7,783 | 216.2% | $292.11万 | 加仓 |
| DBEF | DBX ETF TR | $435.93万 | 0.02% | 79,798 | -8,623 | -9.8% | -$47.11万 | 减仓 |
| GDX | VANECK ETF TRUST | $438.82万 | 0.02% | 58,161 | -6,081 | -9.5% | -$45.88万 | 减仓 |
| ITA | ISHARES TR | $439.49万 | 0.02% | 18,129 | 1,125 | 6.6% | $27.27万 | 加仓 |