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 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $796.28万 | 0.03% | 15,882 | -9,369 | -37.1% | -$469.73万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $816.42万 | 0.03% | 35,380 | -6,762 | -16.0% | -$156.04万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $818.81万 | 0.03% | 73,049 | 63,754 | 685.9% | $714.62万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $829.32万 | 0.03% | 136,424 | 82,448 | 152.7% | $501.20万 | 加仓 |
| DIS | DISNEY WALT CO | $837.76万 | 0.03% | 87,040 | 2,411 | 2.8% | $23.21万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $839.88万 | 0.03% | 174,538 | 1,363 | 0.8% | $6.56万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $841.47万 | 0.03% | 211,689 | 197,365 | 1,377.9% | $784.53万 | 加仓 |
| ISCG | ISHARES TR | $843.65万 | 0.03% | 128,722 | 128,722 | — | $843.65万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $845.76万 | 0.03% | 4,267 | -56 | -1.3% | -$11.10万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $851.30万 | 0.03% | 93,334 | 89,888 | 2,608.5% | $819.87万 | 加仓 |
| GWW | WW GRAINGER INC | $851.52万 | 0.03% | 6,259 | -302 | -4.6% | -$41.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $859.50万 | 0.03% | 73,669 | 31,374 | 74.2% | $366.04万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $865.53万 | 0.03% | 171,766 | 120,351 | 234.1% | $606.45万 | 加仓 |
| IBDT | ISHARES TR | $868.88万 | 0.03% | 344,113 | 123,797 | 56.2% | $312.59万 | 加仓 |
| IEO | ISHARES TR | $874.55万 | 0.03% | 79,628 | 153 | 0.2% | $1.68万 | 加仓 |
| IYW | ISHARES TR | $879.55万 | 0.03% | 34,871 | 2,178 | 6.7% | $54.94万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $883.53万 | 0.03% | 116,055 | 6,171 | 5.6% | $46.98万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $885.76万 | 0.03% | 196,908 | 196,908 | — | $885.76万 | 新建仓 |
| CTAS | Cintas Corp | $888.78万 | 0.03% | 52,257 | 10,426 | 24.9% | $177.32万 | 加仓 |
| — | TIDAL TRUST I | $903.67万 | 0.03% | 362,787 | -36,836 | -9.2% | -$91.76万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $907.72万 | 0.03% | 251,236 | -8,396 | -3.2% | -$30.33万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $909.61万 | 0.03% | 22,873 | 29 | 0.1% | $1.15万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $920.52万 | 0.04% | 50,883 | -2,256 | -4.2% | -$40.81万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $922.54万 | 0.04% | 85,818 | 52,744 | 159.5% | $566.99万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $939.33万 | 0.04% | 255,531 | 56,158 | 28.2% | $206.44万 | 加仓 |
| C | CITIGROUP INC | $944.47万 | 0.04% | 67,481 | 10,946 | 19.4% | $153.20万 | 加仓 |
| CLIP | GLOBAL X FDS | $945.26万 | 0.04% | 94,206 | -2,725 | -2.8% | -$27.34万 | 减仓 |
| PWR | QUANTA SVCS INC | $947.24万 | 0.04% | 13,155 | 1,642 | 14.3% | $118.23万 | 加仓 |
| FALN | ISHARES TR | $951.05万 | 0.04% | 349,138 | 326,893 | 1,469.5% | $890.46万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $970.24万 | 0.04% | 130,890 | 1,783 | 1.4% | $13.22万 | 加仓 |
| CGGR | Capital Group Growth ETF | $972.54万 | 0.04% | 206,047 | -358 | -0.2% | -$1.69万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $974.13万 | 0.04% | 214,849 | -2,240 | -1.0% | -$10.16万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $978.54万 | 0.04% | 80,591 | 3,322 | 4.3% | $40.34万 | 加仓 |
| TBIL | RBB FD INC | $1,004.21万 | 0.04% | 201,407 | -12,490 | -5.8% | -$62.28万 | 减仓 |
| EEM | ISHARES TR | $1,005.60万 | 0.04% | 146,997 | 4,893 | 3.4% | $33.47万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,010.46万 | 0.04% | 29,873 | 1,666 | 5.9% | $56.35万 | 加仓 |
| SOXX | ISHARES TR | $1,014.51万 | 0.04% | 15,833 | 8,229 | 108.2% | $527.28万 | 加仓 |
| ISTB | ISHARES TR | $1,016.91万 | 0.04% | 210,758 | -55,723 | -20.9% | -$268.86万 | 减仓 |
| WDC | Western Digital Corp | $1,019.53万 | 0.04% | 15,962 | 8,987 | 128.8% | $574.02万 | 加仓 |
| IWO | ISHARES TR | $1,028.08万 | 0.04% | 26,096 | 747 | 2.9% | $29.43万 | 加仓 |
| UNH | UnitedHealth Group Inc | $1,031.38万 | 0.04% | 24,815 | 2,156 | 9.5% | $89.61万 | 加仓 |
| NULG | NUSHARES ETF TR | $1,060.75万 | 0.04% | 90,616 | 45,629 | 101.4% | $534.13万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,078.33万 | 0.04% | 36,177 | -3,138 | -8.0% | -$93.53万 | 减仓 |
| EWJ | ISHARES INC | $1,080.97万 | 0.04% | 115,897 | 57,908 | 99.9% | $540.11万 | 加仓 |
| IWR | ISHARES TR | $1,087.14万 | 0.04% | 98,544 | 45,565 | 86.0% | $502.68万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,090.73万 | 0.04% | 87,426 | -238 | -0.3% | -$2.97万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,097.06万 | 0.04% | 241,165 | 228,633 | 1,824.4% | $1,040.05万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,106.79万 | 0.04% | 200,578 | 127,249 | 173.5% | $702.16万 | 加仓 |
| MS | Morgan Stanley | $1,109.86万 | 0.04% | 53,093 | 6,184 | 13.2% | $129.27万 | 加仓 |
| SNDK | SanDisk Corp | $1,112.08万 | 0.04% | 4,891 | 2,307 | 89.3% | $524.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,130.89万 | 0.04% | 11,562 | 139 | 1.2% | $13.60万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $1,134.33万 | 0.04% | 233,593 | 225,271 | 2,706.9% | $1,093.92万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,136.48万 | 0.04% | 82,629 | 46,547 | 129.0% | $640.21万 | 加仓 |
| NOC | Northrop Grumman Corp | $1,152.57万 | 0.04% | 22,630 | 224 | 1.0% | $11.41万 | 加仓 |
| XOP | SPDR SERIES TRUST | $1,155.41万 | 0.04% | 74,900 | -1,771 | -2.3% | -$27.32万 | 减仓 |
| OEF | ISHARES TR | $1,157.89万 | 0.04% | 31,648 | -953 | -2.9% | -$34.87万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,160.44万 | 0.04% | 47,757 | 4,065 | 9.3% | $98.77万 | 加仓 |
| — | ALTSHARES TRUST | $1,170.82万 | 0.04% | 395,135 | -851 | -0.2% | -$2.52万 | 减仓 |
| KO | COCA COLA CO | $1,172.52万 | 0.04% | 144,275 | 21,860 | 17.9% | $177.66万 | 加仓 |
| HEZU | ISHARES TR | $1,177.46万 | 0.04% | 234,774 | -2,518 | -1.1% | -$12.63万 | 减仓 |
| NULV | NUSHARES ETF TR | $1,179.39万 | 0.05% | 235,925 | 90,703 | 62.5% | $453.42万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,203.77万 | 0.05% | 520,436 | -5,498 | -1.0% | -$12.72万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $1,213.15万 | 0.05% | 128,417 | 3,466 | 2.8% | $32.74万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,217.85万 | 0.05% | 162,597 | 130,567 | 407.6% | $977.95万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,217.95万 | 0.05% | 57,242 | 3,004 | 5.5% | $63.92万 | 加仓 |
| IWN | ISHARES TR | $1,222.58万 | 0.05% | 55,270 | -1,076 | -1.9% | -$23.80万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $1,255.85万 | 0.05% | 38,042 | 27,903 | 275.2% | $921.14万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $1,264.49万 | 0.05% | 256,126 | 239,156 | 1,409.3% | $1,180.71万 | 加仓 |
| CMI | Cummins Inc | $1,270.70万 | 0.05% | 17,817 | 12,779 | 253.7% | $911.39万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,286.27万 | 0.05% | 261,013 | 683 | 0.3% | $3.37万 | 加仓 |
| ECL | Ecolab Inc | $1,287.24万 | 0.05% | 46,202 | -1,020 | -2.2% | -$28.42万 | 减仓 |
| IWB | ISHARES TR | $1,293.52万 | 0.05% | 31,588 | 1,121 | 3.7% | $45.90万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,314.84万 | 0.05% | 589,880 | 2,193 | 0.4% | $4.89万 | 加仓 |
| USMV | ISHARES TR | $1,342.20万 | 0.05% | 139,146 | 48,542 | 53.6% | $468.24万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,355.56万 | 0.05% | 356,163 | 308,305 | 644.2% | $1,173.41万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,364.68万 | 0.05% | 165,116 | 2,536 | 1.6% | $20.96万 | 加仓 |
| MCK | MCKESSON CORP | $1,372.76万 | 0.05% | 18,168 | 538 | 3.1% | $40.65万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,397.01万 | 0.05% | 253,956 | 12,857 | 5.3% | $70.73万 | 加仓 |
| ESML | ISHARES TR | $1,415.36万 | 0.05% | 253,060 | 29,177 | 13.0% | $163.19万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,418.18万 | 0.05% | 516,264 | 21,314 | 4.3% | $58.55万 | 加仓 |
| GILD | Gilead Sciences Inc | $1,430.07万 | 0.05% | 113,192 | 86,222 | 319.7% | $1,089.33万 | 加仓 |
| IBDR | ISHARES TR | $1,433.28万 | 0.05% | 591,531 | 123,905 | 26.5% | $300.22万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,443.19万 | 0.06% | 278,716 | 173,686 | 165.4% | $899.35万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $1,455.96万 | 0.06% | 171,263 | 204 | 0.1% | $1.73万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,456.29万 | 0.06% | 341,314 | 325,319 | 2,033.9% | $1,388.04万 | 加仓 |
| QCOM | QUALCOMM Inc | $1,462.84万 | 0.06% | 79,162 | -1,414 | -1.8% | -$26.13万 | 减仓 |
| AME | Ametek Inc | $1,467.93万 | 0.06% | 60,673 | -617 | -1.0% | -$14.93万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,484.41万 | 0.06% | 351,672 | 11,564 | 3.4% | $48.81万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $1,490.26万 | 0.06% | 297,457 | -6,296 | -2.1% | -$31.54万 | 减仓 |
| GS | Goldman Sachs Group Inc | $1,493.30万 | 0.06% | 14,765 | 4,055 | 37.9% | $410.12万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $1,502.91万 | 0.06% | 307,473 | 235 | 0.1% | $1.15万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,507.46万 | 0.06% | 19,753 | 3,072 | 18.4% | $234.44万 | 加仓 |
| ETN | EATON CORP PLC | $1,510.53万 | 0.06% | 35,448 | -574 | -1.6% | -$24.46万 | 减仓 |
| IBDS | ISHARES TR | $1,513.49万 | 0.06% | 624,892 | 113,546 | 22.2% | $275.01万 | 加仓 |
| LOW | LOWES COS INC | $1,519.37万 | 0.06% | 68,909 | -898 | -1.3% | -$19.80万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,569.14万 | 0.06% | 55,800 | 4,418 | 8.6% | $124.24万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,576.46万 | 0.06% | 85,108 | 5,041 | 6.3% | $93.37万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1,587.58万 | 0.06% | 999,735 | 945,317 | 1,737.1% | $1,501.16万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,593.52万 | 0.06% | 128,055 | 48,790 | 61.6% | $607.14万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,594.75万 | 0.06% | 197,934 | 17,090 | 9.5% | $137.69万 | 加仓 |