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 |
|---|---|---|---|---|---|---|---|---|
| XCHYX | CALAMOS CONV & HIGH INCOME F | $17.95万 | 0.00% | 16,487 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $18.15万 | 0.00% | 24,828 | 3,080 | 14.2% | $2.25万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $18.20万 | 0.00% | 12,039 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $18.35万 | 0.00% | 21,190 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC | $18.46万 | 0.00% | 60,517 | 45,622 | 306.3% | $13.91万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $18.87万 | 0.00% | 16,268 | 2,184 | 15.5% | $2.53万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $18.97万 | 0.00% | 15,312 | -4,215 | -21.6% | -$5.22万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $19.87万 | 0.00% | 10,877 | -1,158 | -9.6% | -$2.12万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $20.01万 | 0.00% | 3,958 | 3,958 | — | $20.01万 | 新建仓 |
| HNGE | HINGE HEALTH INC | $20.02万 | 0.00% | 5,192 | 5,192 | — | $20.02万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $20.03万 | 0.00% | 25,229 | 2,101 | 9.1% | $1.67万 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $20.10万 | 0.00% | 21,456 | -876 | -3.9% | -$8,208 | 减仓 |
| UPST | UPSTART HLDGS INC | $20.21万 | 0.00% | 7,879 | 7,879 | — | $20.21万 | 新建仓 |
| CRWV | COREWEAVE INC | $20.23万 | 0.00% | 2,612 | -276 | -9.6% | -$2.14万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $20.26万 | 0.00% | 11,841 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $20.27万 | 0.00% | 6,758 | 6,758 | — | $20.27万 | 新建仓 |
| ARKK | ARK ETF TR | $20.29万 | 0.00% | 3,002 | 3,002 | — | $20.29万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $20.32万 | 0.00% | 1,977 | -99 | -4.8% | -$1.02万 | 减仓 |
| DIOD | DIODES INC | $20.34万 | 0.00% | 2,980 | 2,980 | — | $20.34万 | 新建仓 |
| TMFC | RBB FD INC | $20.44万 | 0.00% | 3,099 | 3,099 | — | $20.44万 | 新建仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $20.47万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $20.47万 | 0.00% | 9,867 | 9,867 | — | $20.47万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $20.58万 | 0.00% | 3,069 | 3,069 | — | $20.58万 | 新建仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $20.59万 | 0.00% | 7,842 | -9 | -0.1% | -$236 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $20.68万 | 0.00% | 958 | -137 | -12.5% | -$2.96万 | 减仓 |
| LTC | LTC PPTYS INC | $20.76万 | 0.00% | 5,587 | -273 | -4.7% | -$1.01万 | 减仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $20.79万 | 0.00% | 6,572 | 6,572 | — | $20.79万 | 新建仓 |
| PGNY | PROGYNY INC | $20.80万 | 0.00% | 12,252 | 1,547 | 14.5% | $2.63万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $20.85万 | 0.00% | 1,899 | -27 | -1.4% | -$2,964 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $20.92万 | 0.00% | 28,732 | 0 | 0.0% | — | 不变 |
| CTBI | COMMUNITY TR BANCORP INC | $20.94万 | 0.00% | 3,449 | 3,449 | — | $20.94万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $20.98万 | 0.00% | 2,274 | 2,274 | — | $20.98万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $21.03万 | 0.00% | 6,982 | -1,569 | -18.3% | -$4.73万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $21.04万 | 0.00% | 3,734 | 144 | 4.0% | $8,116 | 加仓 |
| — | VANECK ETF TRUST | $21.09万 | 0.00% | 4,220 | 4,220 | — | $21.09万 | 新建仓 |
| FLOT | ISHARES TR | $21.13万 | 0.00% | 4,147 | -4,110 | -49.8% | -$20.94万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $21.13万 | 0.00% | 1,969 | 35 | 1.8% | $3,756 | 加仓 |
| JLL | JONES LANG LASALLE INC | $21.15万 | 0.00% | 695 | -116 | -14.3% | -$3.53万 | 减仓 |
| INMD | INMODE LTD | $21.15万 | 0.00% | 15,462 | -585 | -3.6% | -$8,003 | 减仓 |
| ONON | ON HLDG AG | $21.17万 | 0.00% | 6,224 | 6,224 | — | $21.17万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $21.18万 | 0.00% | 3,080 | -228 | -6.9% | -$1.57万 | 减仓 |
| MLPB | UBS AG LONDON BRANCH | $21.19万 | 0.00% | 7,300 | 7,300 | — | $21.19万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $21.26万 | 0.00% | 2,177 | 338 | 18.4% | $3.30万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $21.30万 | 0.00% | 8,305 | 1,552 | 23.0% | $3.98万 | 加仓 |
| VTRS | VIATRIS INC | $21.35万 | 0.00% | 15,806 | -116,582 | -88.1% | -$157.51万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $21.41万 | 0.00% | 4,299 | -76 | -1.7% | -$3,785 | 减仓 |
| — | NUSHARES ETF TR | $21.49万 | 0.00% | 4,644 | 4,644 | — | $21.49万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.49万 | 0.00% | 9,185 | -315 | -3.3% | -$7,371 | 减仓 |
| APPF | APPFOLIO INC | $21.53万 | 0.00% | 1,364 | 17 | 1.3% | $2,683 | 加仓 |
| GFI | GOLD FIELDS LTD | $21.59万 | 0.00% | 4,755 | -229 | -4.6% | -$1.04万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $21.65万 | 0.00% | 7,075 | -1,358 | -16.1% | -$4.16万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $21.65万 | 0.00% | 3,386 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $21.67万 | 0.00% | 4,422 | 0 | 0.0% | — | 不变 |
| COUR | COURSERA INC | $21.70万 | 0.00% | 37,280 | 4,634 | 14.2% | $2.70万 | 加仓 |
| WCC | WESCO INTL INC | $21.70万 | 0.00% | 793 | 793 | — | $21.70万 | 新建仓 |
| TRGP | TARGA RES CORP | $21.78万 | 0.00% | 869 | 869 | — | $21.78万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $21.80万 | 0.00% | 1,081 | 1,081 | — | $21.80万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $21.82万 | 0.00% | 5,819 | 3 | 0.1% | $112 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $21.86万 | 0.00% | 3,783 | 3,783 | — | $21.86万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $21.87万 | 0.00% | 13,910 | -2,780 | -16.7% | -$4.37万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $21.98万 | 0.00% | 14,603 | -5,575 | -27.6% | -$8.39万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $22.00万 | 0.00% | 1,279 | 1,279 | — | $22.00万 | 新建仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $22.00万 | 0.00% | 1,072 | -95 | -8.1% | -$1.95万 | 减仓 |
| VREX | VAREX IMAGING CORP | $22.03万 | 0.00% | 20,768 | 20,768 | — | $22.03万 | 新建仓 |
| — | SSGA ACTIVE TR | $22.04万 | 0.00% | 7,618 | 7,618 | — | $22.04万 | 新建仓 |
| EFIV | SPDR SERIES TRUST | $22.05万 | 0.00% | 3,495 | 3,495 | — | $22.05万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $22.06万 | 0.00% | 3,231 | -1,324 | -29.1% | -$9.04万 | 减仓 |
| YETI | YETI HLDGS INC | $22.09万 | 0.00% | 6,037 | 759 | 14.4% | $2.78万 | 加仓 |
| LAUR | LAUREATE ED INC | $22.10万 | 0.00% | 6,343 | -698 | -9.9% | -$2.43万 | 减仓 |
| VMC | VULCAN MATLS CO | $22.10万 | 0.00% | 812 | -185 | -18.6% | -$5.04万 | 减仓 |
| IDV | ISHARES TR | $22.15万 | 0.00% | 5,204 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $22.16万 | 0.00% | 6,982 | 6,982 | — | $22.16万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $22.19万 | 0.00% | 3,344 | -1,497 | -30.9% | -$9.94万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $22.25万 | 0.00% | 7,386 | -1,681 | -18.5% | -$5.06万 | 减仓 |
| — | WISDOMTREE TR | $22.28万 | 0.00% | 4,148 | -7,334 | -63.9% | -$39.39万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.32万 | 0.00% | 2,406 | -1,043 | -30.2% | -$9.67万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $22.46万 | 0.00% | 3,096 | 3,096 | — | $22.46万 | 新建仓 |
| — | SUN CTRY AIRLS HLDGS INC | $22.47万 | 0.00% | 13,601 | 1,608 | 13.4% | $2.66万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $22.47万 | 0.00% | 4,513 | -32 | -0.7% | -$1,593 | 减仓 |
| GPN | GLOBAL PMTS INC | $22.48万 | 0.00% | 3,340 | -833 | -20.0% | -$5.61万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $22.55万 | 0.00% | 6,092 | 6,092 | — | $22.55万 | 新建仓 |
| HLN | HALEON PLC | $22.58万 | 0.00% | 22,560 | -11 | -0.0% | -$110 | 减仓 |
| UI | UBIQUITI INC | $22.60万 | 0.00% | 286 | 286 | — | $22.60万 | 新建仓 |
| — | HARBOR ETF TRUST | $22.63万 | 0.00% | 13,574 | -4,242 | -23.8% | -$7.07万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $22.69万 | 0.00% | 7,877 | -3,099 | -28.2% | -$8.93万 | 减仓 |
| BROS | DUTCH BROS INC | $22.72万 | 0.00% | 4,484 | 4,484 | — | $22.72万 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $22.79万 | 0.00% | 11,886 | 1,909 | 19.1% | $3.66万 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $22.81万 | 0.00% | 6,259 | 6,259 | — | $22.81万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $22.83万 | 0.00% | 4,889 | 4,889 | — | $22.83万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $22.89万 | 0.00% | 15,423 | 1,229 | 8.7% | $1.82万 | 加仓 |
| NFRA | FLEXSHARES TR | $22.89万 | 0.00% | 3,579 | 3,579 | — | $22.89万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $22.90万 | 0.00% | 3,323 | 3,323 | — | $22.90万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $22.90万 | 0.00% | 692 | 21 | 3.1% | $6,950 | 加仓 |
| NTCT | NETSCOUT SYS INC | $22.94万 | 0.00% | 7,215 | -840 | -10.4% | -$2.67万 | 减仓 |
| SGDM | SPROTT ETF TRUST | $22.94万 | 0.00% | 3,039 | -720 | -19.2% | -$5.44万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $22.96万 | 0.00% | 3,294 | -1,769 | -34.9% | -$12.33万 | 减仓 |
| QUS | SPDR SERIES TRUST | $22.97万 | 0.00% | 1,338 | -650 | -32.7% | -$11.16万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $22.99万 | 0.00% | 6,033 | 6,033 | — | $22.99万 | 新建仓 |
| JETS | ETF SER SOLUTIONS | $23.07万 | 0.00% | 9,365 | -75 | -0.8% | -$1,847 | 减仓 |
| GRC | GORMAN RUPP CO | $23.08万 | 0.00% | 3,714 | -1,897 | -33.8% | -$11.79万 | 减仓 |