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 |
|---|---|---|---|---|---|---|---|---|
| LZ | LEGALZOOM COM INC | $23.08万 | 0.00% | 40,702 | -2,481 | -5.7% | -$1.41万 | 减仓 |
| VSAT | VIASAT INC | $23.11万 | 0.00% | 5,045 | -3,063 | -37.8% | -$14.03万 | 减仓 |
| TKR | TIMKEN CO | $23.15万 | 0.00% | 2,302 | -446 | -16.2% | -$4.49万 | 减仓 |
| IGE | ISHARES TR | $23.16万 | 0.00% | 3,679 | 3,679 | — | $23.16万 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $23.21万 | 0.00% | 49,709 | 38,459 | 341.9% | $17.96万 | 加仓 |
| OMCL | OMNICELL COM | $23.26万 | 0.00% | 6,968 | 189 | 2.8% | $6,309 | 加仓 |
| — | TOPBUILD COR | $23.46万 | 0.00% | 668 | 107 | 19.1% | $3.76万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $23.53万 | 0.00% | 5,198 | -8,376 | -61.7% | -$37.91万 | 减仓 |
| FRSH | FRESHWORKS INC | $23.53万 | 0.00% | 29,308 | 7,571 | 34.8% | $6.08万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $23.59万 | 0.00% | 5,404 | 5,404 | — | $23.59万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $23.62万 | 0.00% | 5,276 | 5,276 | — | $23.62万 | 新建仓 |
| KBR | KBR INC | $23.62万 | 0.00% | 6,409 | -748 | -10.5% | -$2.76万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $23.64万 | 0.00% | 4,974 | 4,974 | — | $23.64万 | 新建仓 |
| OIH | VANECK ETF TRUST | $23.69万 | 0.00% | 586 | 586 | — | $23.69万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $23.72万 | 0.00% | 22,089 | -2,697 | -10.9% | -$2.90万 | 减仓 |
| TRMK | TRUSTMARK CORP | $23.78万 | 0.00% | 5,642 | 327 | 6.2% | $1.38万 | 加仓 |
| SNY | SANOFI SA | $23.79万 | 0.00% | 4,938 | -6,392 | -56.4% | -$30.80万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $23.79万 | 0.00% | 1,869 | -339 | -15.4% | -$4.32万 | 减仓 |
| SYSB | ISHARES TR | $23.81万 | 0.00% | 2,675 | -12 | -0.4% | -$1,068 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $23.83万 | 0.00% | 8,900 | -82 | -0.9% | -$2,195 | 减仓 |
| IBEX | IBEX LTD | $23.88万 | 0.00% | 8,905 | 71 | 0.8% | $1,904 | 加仓 |
| NDAQ | NASDAQ INC | $23.89万 | 0.00% | 2,814 | 2,814 | — | $23.89万 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $23.98万 | 0.00% | 7,593 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $24.05万 | 0.00% | 496 | -94 | -15.9% | -$4.56万 | 减仓 |
| UTL | UNITIL CORP | $24.06万 | 0.00% | 4,606 | -255 | -5.2% | -$1.33万 | 减仓 |
| VFC | V F CORP | $24.07万 | 0.00% | 14,168 | 4,086 | 40.5% | $6.94万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $24.14万 | 0.00% | 9,450 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $24.17万 | 0.00% | 1,616 | -651 | -28.7% | -$9.74万 | 减仓 |
| — | PROSHARES TR | $24.22万 | 0.00% | 2,391 | 90 | 3.9% | $9,118 | 加仓 |
| ILF | ISHARES TR | $24.26万 | 0.00% | 6,829 | 98 | 1.5% | $3,481 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $24.38万 | 0.00% | 8,004 | 8,004 | — | $24.38万 | 新建仓 |
| FLS | FLOWSERVE CORP | $24.45万 | 0.00% | 3,326 | 3,326 | — | $24.45万 | 新建仓 |
| MAT | MATTEL INC | $24.47万 | 0.00% | 16,838 | -6,103 | -26.6% | -$8.87万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $24.50万 | 0.00% | 9,798 | 256 | 2.7% | $6,403 | 加仓 |
| IDCC | INTERDIGITAL INC | $24.54万 | 0.00% | 812 | -186 | -18.6% | -$5.62万 | 减仓 |
| IQV | IQVIA HLDGS INC | $24.57万 | 0.00% | 1,441 | 343 | 31.2% | $5.85万 | 加仓 |
| MGC | VANGUARD WORLD FD | $24.65万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| MCB | METROPOLITAN BK HLDG CORP | $24.67万 | 0.00% | 2,962 | 232 | 8.5% | $1.93万 | 加仓 |
| FLXR | TCW ETF TRUST | $24.67万 | 0.00% | 6,283 | 6,283 | — | $24.67万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $24.68万 | 0.00% | 6,259 | 327 | 5.5% | $1.29万 | 加仓 |
| SOLV | SOLVENTUM CORP | $24.74万 | 0.00% | 3,789 | -700 | -15.6% | -$4.57万 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $24.81万 | 0.00% | 61,268 | -7,325 | -10.7% | -$2.97万 | 减仓 |
| ALNT | ALLIENT INC | $24.82万 | 0.00% | 4,200 | 131 | 3.2% | $7,741 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $24.92万 | 0.00% | 8,209 | -204 | -2.4% | -$6,193 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $24.97万 | 0.00% | 2,762 | 2,762 | — | $24.97万 | 新建仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $25.00万 | 0.00% | 22,912 | 602 | 2.7% | $6,568 | 加仓 |
| KBE | SPDR SERIES TRUST | $25.01万 | 0.00% | 4,199 | 74 | 1.8% | $4,407 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $25.02万 | 0.00% | 13,870 | 86 | 0.6% | $1,551 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $25.06万 | 0.00% | 2,645 | -265 | -9.1% | -$2.51万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.12万 | 0.00% | 9,550 | -765 | -7.4% | -$2.01万 | 减仓 |
| WEX | WEX INC | $25.13万 | 0.00% | 1,642 | 71 | 4.5% | $1.09万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $25.18万 | 0.00% | 6,461 | 12 | 0.2% | $468 | 加仓 |
| NBN | NORTHEAST BK PORTLAND ME | $25.18万 | 0.00% | 2,241 | 170 | 8.2% | $1.91万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $25.18万 | 0.00% | 5,456 | 5,456 | — | $25.18万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $25.20万 | 0.00% | 4,960 | 4,960 | — | $25.20万 | 新建仓 |
| IBMR | ISHARES TR | $25.40万 | 0.00% | 10,020 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $25.40万 | 0.00% | 6,502 | -5,992 | -48.0% | -$23.41万 | 减仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $25.40万 | 0.00% | 10,674 | 88 | 0.8% | $2,094 | 加仓 |
| — | AVANOS MED INC | $25.41万 | 0.00% | 18,136 | 279 | 1.6% | $3,909 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $25.47万 | 0.00% | 5,914 | -994 | -14.4% | -$4.28万 | 减仓 |
| RHI | ROBERT HALF INC. | $25.47万 | 0.00% | 10,027 | 1,013 | 11.2% | $2.57万 | 加仓 |
| FC | FRANKLIN COVEY CO | $25.49万 | 0.00% | 16,140 | -213 | -1.3% | -$3,363 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $25.56万 | 0.00% | 10,410 | -1,271 | -10.9% | -$3.12万 | 减仓 |
| AOK | ISHARES TR | $25.58万 | 0.00% | 6,412 | 6,412 | — | $25.58万 | 新建仓 |
| FMBH | FIRST MID BANCSHARES INC | $25.73万 | 0.00% | 6,246 | 798 | 14.6% | $3.29万 | 加仓 |
| TRUP | TRUPANION INC | $25.78万 | 0.00% | 10,066 | -111 | -1.1% | -$2,843 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $25.80万 | 0.00% | 15,701 | -3,691 | -19.0% | -$6.06万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $25.80万 | 0.00% | 2,020 | -710 | -26.0% | -$9.07万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $25.82万 | 0.00% | 9,882 | 298 | 3.1% | $7,787 | 加仓 |
| CHE | CHEMED CORP NEW | $25.88万 | 0.00% | 685 | -369 | -35.0% | -$13.94万 | 减仓 |
| CAC | CAMDEN NATL CORP | $26.00万 | 0.00% | 5,479 | -3 | -0.1% | -$142 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $26.07万 | 0.00% | 14,079 | -9,002 | -39.0% | -$16.67万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $26.09万 | 0.00% | 1,233 | 197 | 19.0% | $4.17万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $26.10万 | 0.00% | 7,644 | 7,644 | — | $26.10万 | 新建仓 |
| RBC | RBC BEARINGS INC | $26.18万 | 0.00% | 482 | -21 | -4.2% | -$1.14万 | 减仓 |
| IYM | ISHARES TR | $26.21万 | 0.00% | 1,490 | -223 | -13.0% | -$3.92万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $26.23万 | 0.00% | 7,168 | -90 | -1.2% | -$3,293 | 减仓 |
| PHIN | PHINIA INC | $26.25万 | 0.00% | 3,836 | -201 | -5.0% | -$1.38万 | 减仓 |
| CACI | CACI INTL INC | $26.27万 | 0.00% | 483 | 14 | 3.0% | $7,614 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $26.30万 | 0.00% | 3,967 | 112 | 2.9% | $7,424 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $26.37万 | 0.00% | 3,642 | 3,642 | — | $26.37万 | 新建仓 |
| LEVI | LEVI STRAUSS & CO NEW | $26.38万 | 0.00% | 14,269 | -732 | -4.9% | -$1.35万 | 减仓 |
| STTK | SHATTUCK LABS INC | $26.47万 | 0.00% | 41,167 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $26.51万 | 0.00% | 1,190 | -4 | -0.3% | -$891 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $26.54万 | 0.00% | 1,622 | 1,622 | — | $26.54万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $26.60万 | 0.00% | 1,837 | -208 | -10.2% | -$3.01万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $26.66万 | 0.00% | 1,568 | 322 | 25.8% | $5.47万 | 加仓 |
| ICLN | ISHARES TR | $26.71万 | 0.00% | 14,604 | 308 | 2.2% | $5,633 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $26.73万 | 0.00% | 7,262 | 3 | 0.0% | $110 | 加仓 |
| BGRN | ISHARES TR | $26.85万 | 0.00% | 5,657 | -1,575 | -21.8% | -$7.48万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $26.98万 | 0.00% | 1,784 | -533 | -23.0% | -$8.06万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $26.99万 | 0.00% | 2,679 | 215 | 8.7% | $2.17万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $26.99万 | 0.00% | 4,171 | -2,621 | -38.6% | -$16.96万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $27.02万 | 0.00% | 14,052 | -1,812 | -11.4% | -$3.48万 | 减仓 |
| DXCM | DEXCOM INC | $27.04万 | 0.00% | 4,306 | 762 | 21.5% | $4.78万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $27.09万 | 0.00% | 10,065 | 2,998 | 42.4% | $8.07万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $27.20万 | 0.00% | 11,951 | 359 | 3.1% | $8,171 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $27.29万 | 0.00% | 3,229 | 145 | 4.7% | $1.23万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $27.35万 | 0.00% | 3,598 | 130 | 3.7% | $9,883 | 加仓 |
| ACM | AECOM | $27.35万 | 0.00% | 3,225 | -141 | -4.2% | -$1.20万 | 减仓 |