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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | $2.44亿 | 1.20% | 807,814 | 31,485 | 4.1% | $951.63万 | 加仓 |
| IVV | ISHARES TR | $2.50亿 | 1.23% | 382,980 | 184,359 | 92.8% | $1.20亿 | 加仓 |
| AVGO | BROADCOM INC | $2.51亿 | 1.24% | 811,673 | -44,730 | -5.2% | -$1,384.44万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2.69亿 | 1.32% | 4,301,015 | 117,544 | 2.8% | $734.06万 | 加仓 |
| AMZN | AMAZON COM INC | $2.76亿 | 1.36% | 1,326,047 | 109,040 | 9.0% | $2,270.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.90亿 | 1.43% | 445,988 | -20,918 | -4.5% | -$1,360.38万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.90亿 | 1.43% | 485,913 | 132,189 | 37.4% | $7,898.96万 | 加仓 |
| GOOGL | ALPHABET INC | $3.01亿 | 1.48% | 1,046,211 | -10,704 | -1.0% | -$307.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.08亿 | 1.51% | 831,319 | 15,097 | 1.8% | $558.85万 | 加仓 |
| AGG | ISHARES TR | $3.17亿 | 1.56% | 3,190,653 | 410,160 | 14.8% | $4,071.66万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3.81亿 | 1.88% | 7,226,755 | 1,127,902 | 18.5% | $5,953.07万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3.99亿 | 1.96% | 1,551,126 | 145,782 | 10.4% | $3,751.70万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4.15亿 | 2.04% | 7,672,486 | 486,318 | 6.8% | $2,628.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4.58亿 | 2.25% | 2,627,656 | 221,990 | 9.2% | $3,871.51万 | 加仓 |
| AAPL | APPLE INC | $5.83亿 | 2.87% | 2,296,297 | 4,993 | 0.2% | $126.72万 | 加仓 |
| IGSB | ISHARES TR | $6.16亿 | 3.03% | 11,720,729 | 1,203,630 | 11.4% | $6,326.28万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $6.40亿 | 3.15% | 7,239,592 | 706,440 | 10.8% | $6,249.17万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $7.63亿 | 3.75% | 4,140,038 | 233,942 | 6.0% | $4,311.08万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $7.90亿 | 3.89% | 10,240,765 | 1,604,973 | 18.6% | $1.24亿 | 加仓 |
| VUG | VANGUARD INDEX FDS | $15.95亿 | 7.84% | 3,651,263 | 187,033 | 5.4% | $8,169.42万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $16.52亿 | 8.12% | 8,418,734 | 502,824 | 6.4% | $9,865.41万 | 加仓 |