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 |
|---|---|---|---|---|---|---|---|---|
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -2,789 | -100.0% | -$29.53万 | 清仓 |
| HBNC | HORIZON BANCORP IND | $0 | 0.00% | 0 | -17,683 | -100.0% | -$29.30万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -10,527 | -100.0% | -$29.16万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,977 | -100.0% | -$29.00万 | 清仓 |
| NBHC | NATIONAL BK HLDGS CORP | $0 | 0.00% | 0 | -7,363 | -100.0% | -$28.83万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -5,954 | -100.0% | -$28.82万 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -11,058 | -100.0% | -$28.52万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -1,987 | -100.0% | -$28.42万 | 清仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $0 | 0.00% | 0 | -7,029 | -100.0% | -$28.30万 | 清仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $0 | 0.00% | 0 | -8,228 | -100.0% | -$27.83万 | 清仓 |
| EBC | EASTERN BANKSHARES INC | $0 | 0.00% | 0 | -14,031 | -100.0% | -$27.44万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -3,225 | -100.0% | -$27.35万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -14,052 | -100.0% | -$27.02万 | 清仓 |
| BGRN | ISHARES TR | $0 | 0.00% | 0 | -5,657 | -100.0% | -$26.85万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,568 | -100.0% | -$26.66万 | 清仓 |
| STTK | SHATTUCK LABS INC | $0 | 0.00% | 0 | -41,167 | -100.0% | -$26.47万 | 清仓 |
| SYBT | STOCK YDS BANCORP INC | $0 | 0.00% | 0 | -3,967 | -100.0% | -$26.30万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -483 | -100.0% | -$26.27万 | 清仓 |
| GPOR | GULFPORT ENERGY CORP | $0 | 0.00% | 0 | -1,233 | -100.0% | -$26.09万 | 清仓 |
| CAC | CAMDEN NATL CORP | $0 | 0.00% | 0 | -5,479 | -100.0% | -$26.00万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -2,020 | -100.0% | -$25.80万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -15,701 | -100.0% | -$25.80万 | 清仓 |
| TRUP | TRUPANION INC | $0 | 0.00% | 0 | -10,066 | -100.0% | -$25.78万 | 清仓 |
| FMBH | FIRST MID BANCSHARES INC | $0 | 0.00% | 0 | -6,246 | -100.0% | -$25.73万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -5,914 | -100.0% | -$25.47万 | 清仓 |
| — | AVANOS MED INC | $0 | 0.00% | 0 | -18,136 | -100.0% | -$25.41万 | 清仓 |
| NBN | NORTHEAST BK PORTLAND ME | $0 | 0.00% | 0 | -2,241 | -100.0% | -$25.18万 | 清仓 |
| FLXR | TCW ETF TRUST | $0 | 0.00% | 0 | -6,283 | -100.0% | -$24.67万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -812 | -100.0% | -$24.54万 | 清仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $0 | 0.00% | 0 | -9,798 | -100.0% | -$24.50万 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -16,838 | -100.0% | -$24.47万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -3,326 | -100.0% | -$24.45万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -6,829 | -100.0% | -$24.26万 | 清仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $0 | 0.00% | 0 | -1,616 | -100.0% | -$24.17万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -14,168 | -100.0% | -$24.07万 | 清仓 |
| UTL | UNITIL CORP | $0 | 0.00% | 0 | -4,606 | -100.0% | -$24.06万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,869 | -100.0% | -$23.79万 | 清仓 |
| TRMK | TRUSTMARK CORP | $0 | 0.00% | 0 | -5,642 | -100.0% | -$23.78万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $0 | 0.00% | 0 | -22,089 | -100.0% | -$23.72万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -6,409 | -100.0% | -$23.62万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC | $0 | 0.00% | 0 | -49,709 | -100.0% | -$23.21万 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | -40,702 | -100.0% | -$23.08万 | 清仓 |
| SGDM | SPROTT ETF TRUST | $0 | 0.00% | 0 | -3,039 | -100.0% | -$22.94万 | 清仓 |
| NTCT | NETSCOUT SYS INC | $0 | 0.00% | 0 | -7,215 | -100.0% | -$22.94万 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC | $0 | 0.00% | 0 | -11,886 | -100.0% | -$22.79万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -4,484 | -100.0% | -$22.72万 | 清仓 |
| BRX | BRIXMOR PPTY GROUP INC | $0 | 0.00% | 0 | -7,877 | -100.0% | -$22.69万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -286 | -100.0% | -$22.60万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -6,092 | -100.0% | -$22.55万 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,513 | -100.0% | -$22.47万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -13,601 | -100.0% | -$22.47万 | 清仓 |
| EEFT | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | -3,344 | -100.0% | -$22.19万 | 清仓 |
| — | SSGA ACTIVE TR | $0 | 0.00% | 0 | -7,618 | -100.0% | -$22.04万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -1,081 | -100.0% | -$21.80万 | 清仓 |
| COUR | COURSERA INC | $0 | 0.00% | 0 | -37,280 | -100.0% | -$21.70万 | 清仓 |
| CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | -7,075 | -100.0% | -$21.65万 | 清仓 |
| GFI | GOLD FIELDS LTD | $0 | 0.00% | 0 | -4,755 | -100.0% | -$21.59万 | 清仓 |
| PRGS | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -8,305 | -100.0% | -$21.30万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -695 | -100.0% | -$21.15万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -6,982 | -100.0% | -$21.03万 | 清仓 |
| CTBI | COMMUNITY TR BANCORP INC | $0 | 0.00% | 0 | -3,449 | -100.0% | -$20.94万 | 清仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $0 | 0.00% | 0 | -7,842 | -100.0% | -$20.59万 | 清仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $0 | 0.00% | 0 | -21,456 | -100.0% | -$20.10万 | 清仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $0 | 0.00% | 0 | -15,312 | -100.0% | -$18.97万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -16,268 | -100.0% | -$18.87万 | 清仓 |
| HLIT | HARMONIC INC | $0 | 0.00% | 0 | -19,119 | -100.0% | -$17.17万 | 清仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $0 | 0.00% | 0 | -15,982 | -100.0% | -$16.62万 | 清仓 |
| QNST | QUINSTREET INC | $0 | 0.00% | 0 | -13,831 | -100.0% | -$16.61万 | 清仓 |
| BVS | BIOVENTUS INC | $0 | 0.00% | 0 | -18,022 | -100.0% | -$16.45万 | 清仓 |
| — | CBRE GBL REAL ESTATE INC FD | $0 | 0.00% | 0 | -35,249 | -100.0% | -$15.47万 | 清仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $0 | 0.00% | 0 | -13,006 | -100.0% | -$14.96万 | 清仓 |
| SBH | SALLY BEAUTY HLDGS INC | $0 | 0.00% | 0 | -10,770 | -100.0% | -$14.92万 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -30,879 | -100.0% | -$14.27万 | 清仓 |
| MATV | MATIV HOLDINGS INC | $0 | 0.00% | 0 | -16,280 | -100.0% | -$14.16万 | 清仓 |
| CFFN | CAPITOL FED FINL INC | $0 | 0.00% | 0 | -17,975 | -100.0% | -$12.82万 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -10,045 | -100.0% | -$12.14万 | 清仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $0 | 0.00% | 0 | -23,322 | -100.0% | -$12.01万 | 清仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $0 | 0.00% | 0 | -10,167 | -100.0% | -$11.84万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -12,253 | -100.0% | -$11.62万 | 清仓 |
| NEWT | NEWTEKONE INC | $0 | 0.00% | 0 | -10,306 | -100.0% | -$11.29万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -26,763 | -100.0% | -$10.57万 | 清仓 |
| DCH | DAUCH CORP | $0 | 0.00% | 0 | -17,767 | -100.0% | -$10.54万 | 清仓 |
| — | SIGA TECHNOLOGIES INC | $0 | 0.00% | 0 | -19,127 | -100.0% | -$10.23万 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -13,667 | -100.0% | -$8.99万 | 清仓 |
| ICL | ICL GROUP LTD | $0 | 0.00% | 0 | -15,706 | -100.0% | -$8.10万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -11,003 | -100.0% | -$7.50万 | 清仓 |
| ACCO | ACCO BRANDS CORP | $0 | 0.00% | 0 | -22,361 | -100.0% | -$6.71万 | 清仓 |
| RPD | RAPID7 INC | $0 | 0.00% | 0 | -11,008 | -100.0% | -$6.07万 | 清仓 |
| — | FEMASYS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$4.20万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | -16,799 | -100.0% | -$3.29万 | 清仓 |
| — | BEYOND MEAT INC | $0 | 0.00% | 0 | -14,753 | -100.0% | -$1.04万 | 清仓 |
| — | WM TECHNOLOGY INC | $0 | 0.00% | 0 | -10,885 | -100.0% | -$7,167 | 清仓 |
| — | CREATIVE MEDIA & CMNTY TR | $0 | 0.00% | 0 | -10,937 | -100.0% | -$6,720 | 清仓 |
| — | CID HOLDCO INC | $0 | 0.00% | 0 | -20,230 | -100.0% | -$3,476 | 清仓 |
| — | COHEN & STEERS QUALITY INCOM | $187 | 0.00% | 12,532 | 12,532 | — | $187 | 新建仓 |
| — | Tenaya Therapeutics Inc | $7,576 | 0.00% | 10,250 | 10,250 | — | $7,576 | 新建仓 |
| — | GoldMining Inc | $9,977 | 0.00% | 11,000 | 11,000 | — | $9,977 | 新建仓 |
| — | CYTOSORBENTS CORP | $1.05万 | 0.00% | 28,000 | 0 | 0.0% | — | 不变 |
| — | loanDepot Inc | $1.33万 | 0.00% | 10,655 | 33 | 0.3% | $41 | 加仓 |
| — | PROKIDNEY CORP | $2.04万 | 0.00% | 10,000 | 10,000 | — | $2.04万 | 新建仓 |