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 |
|---|---|---|---|---|---|---|---|---|
| ALLO | ALLOGENE THERAPEUTICS INC | $2.35万 | 0.00% | 11,304 | -2,010 | -15.1% | -$4,181 | 减仓 |
| PSEC | PROSPECT CAP CORP | $2.42万 | 0.00% | 10,490 | 10,490 | — | $2.42万 | 新建仓 |
| — | Definitive Healthcare Corp | $2.51万 | 0.00% | 30,152 | 4,970 | 19.7% | $4,130 | 加仓 |
| — | MFS INTER INCOME TR | $2.53万 | 0.00% | 10,225 | 10,225 | — | $2.53万 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2.57万 | 0.00% | 12,256 | 32 | 0.3% | $67 | 加仓 |
| — | AGENUS INC | $3.06万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CDXS | Codexis Inc | $3.45万 | 0.00% | 15,277 | 15,277 | — | $3.45万 | 新建仓 |
| TMQ | Trilogy Metals Inc New | $3.52万 | 0.00% | 10,036 | -26 | -0.3% | -$91 | 减仓 |
| — | WILLAMETTE VALLEY VINEYARDS | $4.06万 | 0.00% | 16,168 | 376 | 2.4% | $944 | 加仓 |
| — | AKEBIA THREAPEUTICS INC | $4.41万 | 0.00% | 38,648 | 38,648 | — | $4.41万 | 新建仓 |
| OPK | Opko Health Inc | $4.46万 | 0.00% | 29,722 | -448 | -1.5% | -$672 | 减仓 |
| ABEV | AMBEV SA | $4.58万 | 0.00% | 14,570 | -62,258 | -81.0% | -$19.55万 | 重新持有 |
| — | HYPERFINE INC | $4.69万 | 0.00% | 34,725 | 0 | 0.0% | — | 不变 |
| — | SENSUS HEALTHCARE INC | $4.85万 | 0.00% | 16,065 | 16,065 | — | $4.85万 | 新建仓 |
| — | SELECTQUOTE INC | $5.06万 | 0.00% | 60,136 | 60,136 | — | $5.06万 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $5.28万 | 0.00% | 10,519 | 87 | 0.8% | $437 | 加仓 |
| PLUG | PLUG PWR INC | $5.53万 | 0.00% | 20,398 | 6,766 | 49.6% | $1.83万 | 加仓 |
| VRRM | Verra Mobility Corp | $5.92万 | 0.00% | 13,919 | 13,919 | — | $5.92万 | 新建仓 |
| MOMO | HELLO GROUP INC | $5.99万 | 0.00% | 10,319 | 10,319 | — | $5.99万 | 新建仓 |
| NIO | NIO INC | $6.04万 | 0.00% | 11,935 | -1,287 | -9.7% | -$6,512 | 重新持有 |
| TASK | TaskUs Inc | $6.48万 | 0.00% | 13,842 | 13,842 | — | $6.48万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $6.66万 | 0.00% | 10,290 | -2,292 | -18.2% | -$1.48万 | 减仓 |
| DNN | DENISON MINES CORP | $6.85万 | 0.00% | 22,400 | 22,400 | — | $6.85万 | 新建仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $7.05万 | 0.00% | 11,301 | 11,301 | — | $7.05万 | 新建仓 |
| LPL | LG Display Co Ltd | $7.37万 | 0.00% | 18,935 | -5,501 | -22.5% | -$2.14万 | 减仓 |
| UA | UNDER ARMOUR INC | $7.67万 | 0.00% | 12,339 | 12,339 | — | $7.67万 | 新建仓 |
| — | VOLATILITY SHS TR | $7.71万 | 0.00% | 13,425 | 0 | 0.0% | — | 不变 |
| BRSP | BrightSpire Capital Inc | $7.97万 | 0.00% | 14,621 | 14,621 | — | $7.97万 | 新建仓 |
| WIT | Wipro Ltd | $8.54万 | 0.00% | 37,975 | 17,545 | 85.9% | $3.95万 | 加仓 |
| AHRT | AH RLTY TR INC | $8.55万 | 0.00% | 12,074 | 12,074 | — | $8.55万 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $8.80万 | 0.00% | 13,534 | -256 | -1.9% | -$1,664 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $9.69万 | 0.00% | 16,875 | -4,099 | -19.5% | -$2.35万 | 减仓 |
| — | Health Catalyst Inc | $9.94万 | 0.00% | 49,937 | 39,484 | 377.7% | $7.86万 | 加仓 |
| DBEU | DBX ETF TR | $10.03万 | 0.00% | 1,858 | 1,858 | — | $10.03万 | 新建仓 |
| MOO | VANECK ETF TRUST | $10.11万 | 0.00% | 1,277 | 1,277 | — | $10.11万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $10.15万 | 0.00% | 9,359 | 9,359 | — | $10.15万 | 新建仓 |
| EWI | ISHARES INC | $10.21万 | 0.00% | 1,723 | 1,723 | — | $10.21万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $10.21万 | 0.00% | 4,600 | 4,600 | — | $10.21万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $10.21万 | 0.00% | 6,233 | 6,233 | — | $10.21万 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $10.21万 | 0.00% | 1,098 | 1,098 | — | $10.21万 | 新建仓 |
| IYK | ISHARES TR | $10.22万 | 0.00% | 1,406 | 1,406 | — | $10.22万 | 新建仓 |
| IGE | ISHARES TR | $10.34万 | 0.00% | 1,840 | -1,839 | -50.0% | -$10.33万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $10.34万 | 0.00% | 1,497 | 1,497 | — | $10.34万 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $10.36万 | 0.00% | 13,295 | 13,295 | — | $10.36万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $10.36万 | 0.00% | 3,649 | 3,649 | — | $10.36万 | 新建仓 |
| IQDG | WISDOMTREE TR | $10.38万 | 0.00% | 2,410 | 2,410 | — | $10.38万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.43万 | 0.00% | 2,562 | 2,562 | — | $10.43万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $10.45万 | 0.00% | 3,125 | 3,125 | — | $10.45万 | 新建仓 |
| XYLD | GLOBAL X FDS | $10.51万 | 0.00% | 2,576 | 2,576 | — | $10.51万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $10.51万 | 0.00% | 2,001 | 2,001 | — | $10.51万 | 新建仓 |
| PHR | PHREESIA INC | $10.61万 | 0.00% | 10,314 | 10,314 | — | $10.61万 | 新建仓 |
| SDOG | ALPS ETF TR | $10.65万 | 0.00% | 1,561 | 1,561 | — | $10.65万 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $10.68万 | 0.00% | 7,792 | 7,792 | — | $10.68万 | 新建仓 |
| TBT | PROSHARES TR | $10.74万 | 0.00% | 3,075 | 3,075 | — | $10.74万 | 新建仓 |
| EYLD | CAMBRIA ETF TR | $10.77万 | 0.00% | 2,371 | 2,371 | — | $10.77万 | 新建仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $10.93万 | 0.00% | 2,400 | 2,400 | — | $10.93万 | 新建仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $11.00万 | 0.00% | 865 | 865 | — | $11.00万 | 新建仓 |
| — | ANGEL OAK FUNDS TRUST | $11.02万 | 0.00% | 10,013 | -2,477 | -19.8% | -$2.73万 | 减仓 |
| SSL | SASOL LTD | $11.04万 | 0.00% | 11,246 | 1,150 | 11.4% | $1.13万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $11.04万 | 0.00% | 1,417 | -3,000 | -67.9% | -$23.38万 | 减仓 |
| FXI | ISHARES TR | $11.23万 | 0.00% | 3,556 | 3,556 | — | $11.23万 | 新建仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $11.31万 | 0.00% | 3,179 | 3,179 | — | $11.31万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $11.37万 | 0.00% | 1,432 | 1,432 | — | $11.37万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $11.40万 | 0.00% | 1,891 | 1,891 | — | $11.40万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $11.51万 | 0.00% | 2,595 | 2,595 | — | $11.51万 | 新建仓 |
| KXI | ISHARES TR | $11.53万 | 0.00% | 1,708 | 1,708 | — | $11.53万 | 新建仓 |
| — | PROSHARES TR | $11.54万 | 0.00% | 1,349 | 1,349 | — | $11.54万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $11.76万 | 0.00% | 873 | 873 | — | $11.76万 | 新建仓 |
| IYG | ISHARES TR | $11.78万 | 0.00% | 1,302 | 1,302 | — | $11.78万 | 新建仓 |
| SPLB | SPDR SERIES TRUST | $11.81万 | 0.00% | 5,272 | 5,272 | — | $11.81万 | 新建仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $11.82万 | 0.00% | 6,195 | 6,195 | — | $11.82万 | 新建仓 |
| VUSE | ETF SER SOLUTIONS | $11.82万 | 0.00% | 1,635 | 1,635 | — | $11.82万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $12.03万 | 0.00% | 422 | 422 | — | $12.03万 | 新建仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $12.05万 | 0.00% | 3,631 | 3,631 | — | $12.05万 | 新建仓 |
| SMLF | ISHARES TR | $12.12万 | 0.00% | 1,360 | 1,360 | — | $12.12万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $12.13万 | 0.00% | 2,451 | 2,451 | — | $12.13万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $12.29万 | 0.00% | 10,620 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $12.36万 | 0.00% | 1,632 | 1,632 | — | $12.36万 | 新建仓 |
| BWX | SPDR SERIES TRUST | $12.45万 | 0.00% | 5,742 | 5,742 | — | $12.45万 | 新建仓 |
| ROCQ | J P MORGAN EXCHANGE TRADED F | $12.47万 | 0.00% | 2,162 | 2,162 | — | $12.47万 | 新建仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $12.47万 | 0.00% | 2,543 | 2,543 | — | $12.47万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $12.50万 | 0.00% | 20,631 | 20,631 | — | $12.50万 | 新建仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $12.51万 | 0.00% | 2,797 | 2,797 | — | $12.51万 | 新建仓 |
| PICK | ISHARES INC | $12.58万 | 0.00% | 2,163 | 2,163 | — | $12.58万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $12.63万 | 0.00% | 21,735 | 21,735 | — | $12.63万 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $12.67万 | 0.00% | 2,116 | 2,116 | — | $12.67万 | 新建仓 |
| IAK | ISHARES TR | $12.68万 | 0.00% | 902 | 902 | — | $12.68万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $12.79万 | 0.00% | 14,606 | 595 | 4.2% | $5,209 | 加仓 |
| — | GLOBAL X FDS | $12.82万 | 0.00% | 6,000 | 6,000 | — | $12.82万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $12.84万 | 0.00% | 6,137 | 6,137 | — | $12.84万 | 新建仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $12.87万 | 0.00% | 3,516 | 3,516 | — | $12.87万 | 新建仓 |
| VNM | VANECK ETF TRUST | $12.92万 | 0.00% | 6,996 | 6,996 | — | $12.92万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.16万 | 0.00% | 4,780 | 4,780 | — | $13.16万 | 新建仓 |
| COPX | GLOBAL X FDS | $13.23万 | 0.00% | 1,718 | 1,718 | — | $13.23万 | 新建仓 |
| REET | ISHARES TR | $13.26万 | 0.00% | 4,800 | 4,800 | — | $13.26万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $13.28万 | 0.00% | 11,308 | 180 | 1.6% | $2,113 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $13.49万 | 0.00% | 2,028 | 2,028 | — | $13.49万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $13.53万 | 0.00% | 5,888 | 5,888 | — | $13.53万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $13.64万 | 0.00% | 12,587 | -1,271 | -9.2% | -$1.38万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $13.65万 | 0.00% | 3,584 | 3,584 | — | $13.65万 | 新建仓 |