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 |
|---|---|---|---|---|---|---|---|---|
| — | FIS TR | $1,603.95万 | 0.06% | 452,479 | -97,463 | -17.7% | -$345.49万 | 减仓 |
| MTUM | ISHARES TR | $1,613.25万 | 0.06% | 47,057 | 43,117 | 1,094.3% | $1,478.18万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,634.38万 | 0.06% | 137,355 | 84,940 | 162.1% | $1,010.70万 | 加仓 |
| GE | GE AEROSPACE | $1,693.77万 | 0.06% | 45,321 | 10,548 | 30.3% | $394.21万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,728.77万 | 0.07% | 81,132 | 22,421 | 38.2% | $477.75万 | 加仓 |
| GEV | GE VERNOVA INC | $1,732.06万 | 0.07% | 14,743 | 3,277 | 28.6% | $384.99万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,735.13万 | 0.07% | 470,989 | -2,935 | -0.6% | -$10.81万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,736.27万 | 0.07% | 162,071 | -10,048 | -5.8% | -$107.64万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,741.90万 | 0.07% | 193,329 | 184,126 | 2,000.7% | $1,658.98万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,747.03万 | 0.07% | 550,939 | 60,830 | 12.4% | $192.89万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,763.66万 | 0.07% | 364,167 | 122,399 | 50.6% | $592.78万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,768.25万 | 0.07% | 234,174 | 181,770 | 346.9% | $1,372.54万 | 加仓 |
| IVE | ISHARES TR | $1,787.03万 | 0.07% | 78,703 | 3,897 | 5.2% | $88.49万 | 加仓 |
| IXUS | ISHARES TR | $1,797.02万 | 0.07% | 188,288 | -29,563 | -13.6% | -$282.15万 | 减仓 |
| IBDW | ISHARES TR | $1,809.05万 | 0.07% | 868,068 | 136,939 | 18.7% | $285.38万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $1,809.29万 | 0.07% | 278,867 | -22,813 | -7.6% | -$148.01万 | 减仓 |
| IBDV | ISHARES TR | $1,848.45万 | 0.07% | 847,911 | 134,151 | 18.8% | $292.45万 | 加仓 |
| LMT | Lockheed Martin Corp | $1,863.61万 | 0.07% | 36,580 | 16,614 | 83.2% | $846.42万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $1,874.58万 | 0.07% | 902,108 | 855,061 | 1,817.5% | $1,776.82万 | 加仓 |
| SUSB | ISHARES TR | $1,919.72万 | 0.07% | 768,196 | 67,280 | 9.6% | $168.13万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,922.29万 | 0.07% | 426,228 | 10,059 | 2.4% | $45.37万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $1,932.95万 | 0.07% | 788,637 | 37,079 | 4.9% | $90.88万 | 加仓 |
| INTC | INTEL CORP | $1,936.84万 | 0.07% | 138,712 | 49,873 | 56.1% | $696.38万 | 加仓 |
| EFG | ISHARES TR | $1,960.45万 | 0.07% | 157,567 | -9,896 | -5.9% | -$123.13万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,991.77万 | 0.08% | 572,184 | 367,618 | 179.7% | $1,279.68万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,011.82万 | 0.08% | 500,328 | 55 | 0.0% | $2,212 | 加仓 |
| IUSB | ISHARES TR | $2,018.30万 | 0.08% | 437,334 | 369,418 | 543.9% | $1,704.86万 | 加仓 |
| WFC | WELLS FARGO & CO | $2,029.34万 | 0.08% | 245,564 | -35,045 | -12.5% | -$289.61万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $2,033.65万 | 0.08% | 157,623 | 142,331 | 930.8% | $1,836.36万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,036.77万 | 0.08% | 379,924 | 14,299 | 3.9% | $76.66万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,056.43万 | 0.08% | 240,547 | 12,623 | 5.5% | $107.91万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $2,058.79万 | 0.08% | 347,123 | 163,649 | 89.2% | $970.60万 | 加仓 |
| URI | UNITED RENTALS INC | $2,070.72万 | 0.08% | 18,278 | 48 | 0.3% | $5.44万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,078.54万 | 0.08% | 368,013 | 45,826 | 14.2% | $258.83万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,085.31万 | 0.08% | 152,268 | 40,347 | 36.0% | $552.55万 | 加仓 |
| CRM | Salesforce Inc | $2,093.01万 | 0.08% | 133,602 | 17,309 | 14.9% | $271.16万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2,103.68万 | 0.08% | 343,570 | -15,888 | -4.4% | -$97.28万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $2,104.17万 | 0.08% | 393,303 | 393,303 | — | $2,104.17万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,109.98万 | 0.08% | 255,786 | -4,600 | -1.8% | -$37.95万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,117.76万 | 0.08% | 71,092 | 36,609 | 106.2% | $1,090.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,193.99万 | 0.08% | 45,941 | 12,699 | 38.2% | $606.46万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $2,223.36万 | 0.08% | 159,850 | 18,184 | 12.8% | $252.92万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $2,253.51万 | 0.09% | 739,826 | 728,005 | 6,158.6% | $2,217.50万 | 加仓 |
| ADI | Analog Devices Inc | $2,258.90万 | 0.09% | 56,875 | 43,283 | 318.4% | $1,719.06万 | 加仓 |
| KLAC | KLA CORP | $2,260.94万 | 0.09% | 74,937 | 3,217 | 4.5% | $97.06万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $2,264.57万 | 0.09% | 448,963 | 44,648 | 11.0% | $225.20万 | 加仓 |
| VRT | Vertiv Holdings Co | $2,310.08万 | 0.09% | 68,995 | 60,069 | 673.0% | $2,011.22万 | 加仓 |
| IWM | ISHARES TR | $2,329.12万 | 0.09% | 77,521 | 2,920 | 3.9% | $87.73万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,344.91万 | 0.09% | 846,536 | 92,269 | 12.2% | $255.59万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,353.85万 | 0.09% | 54,320 | 737 | 1.4% | $31.94万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,356.01万 | 0.09% | 148,494 | -33,332 | -18.3% | -$528.85万 | 减仓 |
| ASML | ASML HLDG NV | $2,389.58万 | 0.09% | 12,011 | 5,052 | 72.6% | $1,005.09万 | 加仓 |
| IVW | ISHARES TR | $2,389.69万 | 0.09% | 173,758 | 5,692 | 3.4% | $78.28万 | 加仓 |
| EDV | VANGUARD WORLD FD | $2,406.16万 | 0.09% | 369,723 | 4,749 | 1.3% | $30.91万 | 加仓 |
| ITOT | ISHARES TR | $2,452.50万 | 0.09% | 149,297 | 118,266 | 381.1% | $1,942.75万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,470.59万 | 0.09% | 853,104 | 703,504 | 470.3% | $2,037.35万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $2,475.15万 | 0.09% | 637,105 | -4,748 | -0.7% | -$18.45万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,536.84万 | 0.10% | 680,849 | 12,067 | 1.8% | $44.96万 | 加仓 |
| AMGN | AMGEN INC | $2,545.38万 | 0.10% | 70,291 | 22,283 | 46.4% | $806.91万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,552.68万 | 0.10% | 161,531 | 53,235 | 49.2% | $841.28万 | 加仓 |
| NEM | NEWMONT CORP | $2,553.75万 | 0.10% | 273,421 | 218,238 | 395.5% | $2,038.34万 | 加仓 |
| PULS | PGIM ETF TR | $2,587.31万 | 0.10% | 522,161 | -9,588 | -1.8% | -$47.51万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $2,609.91万 | 0.10% | 77,980 | -254 | -0.3% | -$8.50万 | 减仓 |
| IEFA | ISHARES TR | $2,640.50万 | 0.10% | 273,400 | -106 | -0.0% | -$1.02万 | 减仓 |
| AMLP | ALPS ETF TR | $2,685.53万 | 0.10% | 517,943 | 3,258 | 0.6% | $16.89万 | 加仓 |
| EFA | ISHARES TR | $2,761.16万 | 0.11% | 265,803 | -751 | -0.3% | -$7.80万 | 减仓 |
| IWP | ISHARES TR | $2,787.49万 | 0.11% | 190,389 | -1,684 | -0.9% | -$24.66万 | 减仓 |
| ZTS | Zoetis Inc | $2,822.08万 | 0.11% | 392,719 | 78,189 | 24.9% | $561.87万 | 加仓 |
| BAC | BANK OF AMER CORP | $2,832.79万 | 0.11% | 497,155 | 34,895 | 7.5% | $198.83万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,844.25万 | 0.11% | 482,241 | 445,185 | 1,201.4% | $2,625.70万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,856.78万 | 0.11% | 172,344 | 10,901 | 6.8% | $180.70万 | 加仓 |
| GLD | SPDR GOLD TR | $2,977.51万 | 0.11% | 80,827 | 26,123 | 47.8% | $962.32万 | 加仓 |
| VST | VISTRA CORP | $3,000.20万 | 0.11% | 189,132 | 178,303 | 1,646.5% | $2,828.42万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3,103.28万 | 0.12% | 617,814 | 295,895 | 91.9% | $1,486.28万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $3,140.27万 | 0.12% | 1,009,735 | 470,896 | 87.4% | $1,464.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,182.66万 | 0.12% | 217,039 | 66,848 | 44.5% | $980.26万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,185.71万 | 0.12% | 248,728 | -767 | -0.3% | -$9.82万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,194.72万 | 0.12% | 331,094 | 257,360 | 349.0% | $2,483.26万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,220.05万 | 0.12% | 43 | 14 | 48.3% | $1,048.39万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $3,303.24万 | 0.13% | 386,525 | 348,797 | 924.5% | $2,980.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,312.04万 | 0.13% | 109,265 | 2,977 | 2.8% | $90.24万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3,407.95万 | 0.13% | 152,174 | 37,829 | 33.1% | $847.18万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $3,426.55万 | 0.13% | 734,838 | 30,736 | 4.4% | $143.32万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,584.40万 | 0.14% | 1,059,219 | 350,997 | 49.6% | $1,187.77万 | 加仓 |
| SUB | ISHARES TR | $3,608.13万 | 0.14% | 338,887 | 87,259 | 34.7% | $929.05万 | 加仓 |
| MGK | VANGUARD WORLD FD | $3,618.33万 | 0.14% | 411,595 | 8,730 | 2.2% | $76.75万 | 加仓 |
| MRK | MERCK & CO INC | $3,628.55万 | 0.14% | 282,377 | 87,931 | 45.2% | $1,129.91万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,658.35万 | 0.14% | 397,258 | 16,639 | 4.4% | $153.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,680.78万 | 0.14% | 418,841 | 299,663 | 251.4% | $2,633.44万 | 加仓 |
| CAT | CATERPILLAR INC | $3,696.79万 | 0.14% | 34,715 | 12,306 | 54.9% | $1,310.46万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,737.55万 | 0.14% | 157,956 | 1,405 | 0.9% | $33.25万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $3,760.86万 | 0.14% | 170,113 | 170,113 | — | $3,760.86万 | 新建仓 |
| EFV | ISHARES TR | $3,761.60万 | 0.14% | 491,391 | -1,263 | -0.3% | -$9.67万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $3,768.62万 | 0.14% | 502,751 | 480,302 | 2,139.5% | $3,600.34万 | 加仓 |
| WMT | WALMART INC | $3,825.77万 | 0.15% | 337,787 | 94,130 | 38.6% | $1,066.12万 | 加仓 |
| HD | HOME DEPOT INC | $3,837.32万 | 0.15% | 108,804 | 20,377 | 23.0% | $718.66万 | 加仓 |
| SPGI | S&P Global Inc | $3,848.82万 | 0.15% | 94,505 | -37,628 | -28.5% | -$1,532.44万 | 减仓 |
| HON | HONEYWELL INTL INC | $3,901.34万 | 0.15% | 174,245 | -149,549 | -46.2% | -$3,348.40万 | 减仓 |
| CL | Colgate Palmolive Co | $3,921.03万 | 0.15% | 427,686 | 69,195 | 19.3% | $634.38万 | 加仓 |
| NFLX | NETFLIX INC. | $4,049.71万 | 0.15% | 567,187 | 83,599 | 17.3% | $596.90万 | 加仓 |