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 |
|---|---|---|---|---|---|---|---|---|
| KJAN | INNOVATOR ETFS TRUST | $27.39万 | 0.00% | 6,565 | -537 | -7.6% | -$2.24万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $27.44万 | 0.00% | 14,031 | 1,253 | 9.8% | $2.45万 | 加仓 |
| MMS | MAXIMUS INC | $27.49万 | 0.00% | 4,288 | 475 | 12.5% | $3.04万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $27.57万 | 0.00% | 9,193 | -328 | -3.4% | -$9,836 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $27.65万 | 0.00% | 16,148 | -1,500 | -8.5% | -$2.57万 | 减仓 |
| KVUE | KENVUE INC | $27.70万 | 0.00% | 16,065 | -2,473 | -13.3% | -$4.26万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $27.77万 | 0.00% | 3,446 | -6 | -0.2% | -$484 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $27.80万 | 0.00% | 5,699 | -200 | -3.4% | -$9,757 | 减仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $27.83万 | 0.00% | 8,228 | 981 | 13.5% | $3.32万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $27.87万 | 0.00% | 3,930 | -578 | -12.8% | -$4.10万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $27.93万 | 0.00% | 1,629 | 1,629 | — | $27.93万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $27.93万 | 0.00% | 12,884 | -1,430 | -10.0% | -$3.10万 | 减仓 |
| — | MATTHEWS INTL FDS | $27.98万 | 0.00% | 9,007 | 9,007 | — | $27.98万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $27.98万 | 0.00% | 5,950 | 1,258 | 26.8% | $5.92万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $27.99万 | 0.00% | 2,864 | 336 | 13.3% | $3.28万 | 加仓 |
| GVA | GRANITE CONSTR INC | $28.02万 | 0.00% | 2,337 | -369 | -13.6% | -$4.42万 | 减仓 |
| INTF | ISHARES TR | $28.11万 | 0.00% | 7,215 | -196 | -2.6% | -$7,636 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $28.24万 | 0.00% | 5,897 | 3 | 0.1% | $144 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $28.30万 | 0.00% | 7,029 | -146 | -2.0% | -$5,878 | 减仓 |
| IEX | IDEX CORP | $28.36万 | 0.00% | 1,496 | 318 | 27.0% | $6.03万 | 加仓 |
| MOG/A | MOOG INC | $28.39万 | 0.00% | 970 | -166 | -14.6% | -$4.86万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $28.42万 | 0.00% | 1,987 | 7 | 0.4% | $1,001 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $28.46万 | 0.00% | 1,650 | -549 | -25.0% | -$9.47万 | 减仓 |
| — | CALAVO GROWERS INC | $28.52万 | 0.00% | 11,058 | 171 | 1.6% | $4,410 | 加仓 |
| ARW | ARROW ELECTRS INC | $28.54万 | 0.00% | 1,990 | 1,990 | — | $28.54万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $28.56万 | 0.00% | 3,376 | -853 | -20.2% | -$7.22万 | 减仓 |
| B | BARRICK MNG CORP | $28.56万 | 0.00% | 7,003 | -2,203 | -23.9% | -$8.99万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $28.68万 | 0.00% | 3,062 | -2,000 | -39.5% | -$18.73万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $28.70万 | 0.00% | 893 | 893 | — | $28.70万 | 新建仓 |
| HVT | HAVERTY FURNITURE COS INC | $28.79万 | 0.00% | 13,591 | -871 | -6.0% | -$1.84万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $28.80万 | 0.00% | 10,329 | 908 | 9.6% | $2.53万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $28.81万 | 0.00% | 4,865 | 4,865 | — | $28.81万 | 新建仓 |
| YOU | CLEAR SECURE INC | $28.82万 | 0.00% | 5,954 | 151 | 2.6% | $7,310 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $28.83万 | 0.00% | 7,363 | 7,363 | — | $28.83万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $28.97万 | 0.00% | 5,743 | 973 | 20.4% | $4.91万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $29.00万 | 0.00% | 2,977 | -835 | -21.9% | -$8.13万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $29.16万 | 0.00% | 10,527 | -1,659 | -13.6% | -$4.60万 | 减仓 |
| THG | HANOVER INS GROUP INC | $29.17万 | 0.00% | 1,683 | -72 | -4.1% | -$1.25万 | 减仓 |
| HBNC | HORIZON BANCORP IND | $29.30万 | 0.00% | 17,683 | 2,711 | 18.1% | $4.49万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $29.31万 | 0.00% | 6,868 | -34 | -0.5% | -$1,451 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $29.34万 | 0.00% | 2,801 | 2,801 | — | $29.34万 | 新建仓 |
| IBMO | ISHARES TR | $29.45万 | 0.00% | 11,490 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $29.47万 | 0.00% | 4,710 | 417 | 9.7% | $2.61万 | 加仓 |
| EGBN | EAGLE BANCORPORATION INC | $29.50万 | 0.00% | 11,862 | 11,862 | — | $29.50万 | 新建仓 |
| SN | SHARKNINJA INC | $29.53万 | 0.00% | 2,789 | 2,789 | — | $29.53万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $29.54万 | 0.00% | 2,419 | 97 | 4.2% | $1.18万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $29.61万 | 0.00% | 13,055 | -34 | -0.3% | -$771 | 减仓 |
| OC | OWENS CORNING NEW | $29.63万 | 0.00% | 2,738 | -667 | -19.6% | -$7.22万 | 减仓 |
| TLTE | FLEXSHARES TR | $29.72万 | 0.00% | 4,422 | 4,422 | — | $29.72万 | 新建仓 |
| URTH | ISHARES INC | $29.81万 | 0.00% | 1,656 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $29.98万 | 0.00% | 4,265 | -207 | -4.6% | -$1.46万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $29.98万 | 0.00% | 706 | 94 | 15.4% | $3.99万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $29.99万 | 0.00% | 1,624 | -686 | -29.7% | -$12.67万 | 减仓 |
| APPN | APPIAN CORP | $30.00万 | 0.00% | 12,441 | 12,441 | — | $30.00万 | 新建仓 |
| HUBS | HUBSPOT INC | $30.01万 | 0.00% | 1,230 | 10 | 0.8% | $2,440 | 加仓 |
| IR | INGERSOLL RAND INC | $30.03万 | 0.00% | 3,748 | 945 | 33.7% | $7.57万 | 加仓 |
| AOM | ISHARES TR | $30.15万 | 0.00% | 6,364 | 6,364 | — | $30.15万 | 新建仓 |
| MBWM | MERCANTILE BK CORP | $30.28万 | 0.00% | 5,996 | 442 | 8.0% | $2.23万 | 加仓 |
| PII | POLARIS INC | $30.30万 | 0.00% | 5,559 | 5,559 | — | $30.30万 | 新建仓 |
| NU | NU HLDGS LTD | $30.37万 | 0.00% | 21,135 | 21,135 | — | $30.37万 | 新建仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $30.38万 | 0.00% | 5,614 | 14 | 0.2% | $758 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $30.45万 | 0.00% | 8,401 | -106 | -1.2% | -$3,842 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $30.48万 | 0.00% | 24,862 | -3,941 | -13.7% | -$4.83万 | 减仓 |
| TLH | ISHARES TR | $30.54万 | 0.00% | 3,032 | 20 | 0.7% | $2,014 | 加仓 |
| KHC | KRAFT HEINZ CO | $30.55万 | 0.00% | 13,584 | -16,905 | -55.4% | -$38.02万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $30.60万 | 0.00% | 6,282 | -211 | -3.2% | -$1.03万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $30.61万 | 0.00% | 28,500 | 0 | 0.0% | — | 不变 |
| HAFC | HANMI FINL CORP | $30.62万 | 0.00% | 11,618 | -204 | -1.7% | -$5,377 | 减仓 |
| BUSE | FIRST BUSEY CORP | $30.64万 | 0.00% | 12,127 | 92 | 0.8% | $2,325 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $30.65万 | 0.00% | 4,417 | 81 | 1.9% | $5,621 | 加仓 |
| LGLV | SPDR SERIES TRUST | $30.66万 | 0.00% | 1,721 | -495 | -22.3% | -$8.82万 | 减仓 |
| ILCG | ISHARES TR | $30.66万 | 0.00% | 3,211 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $30.68万 | 0.00% | 4,641 | -2,168 | -31.8% | -$14.33万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $30.70万 | 0.00% | 868 | -293 | -25.2% | -$10.36万 | 减仓 |
| VVX | V2X INC | $30.73万 | 0.00% | 4,486 | 91 | 2.1% | $6,234 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $30.74万 | 0.00% | 4,429 | 338 | 8.3% | $2.35万 | 加仓 |
| ADT | ADT INC DEL | $30.76万 | 0.00% | 46,813 | -10,476 | -18.3% | -$6.88万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $30.82万 | 0.00% | 2,818 | -23 | -0.8% | -$2,515 | 减仓 |
| SNAP | SNAP INC | $30.89万 | 0.00% | 67,148 | 10,425 | 18.4% | $4.80万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $30.95万 | 0.00% | 14,287 | -2,456 | -14.7% | -$5.32万 | 减仓 |
| XPH | SPDR SERIES TRUST | $30.97万 | 0.00% | 5,725 | 25 | 0.4% | $1,352 | 加仓 |
| VICI | VICI PPTYS INC | $30.97万 | 0.00% | 11,335 | 2,021 | 21.7% | $5.52万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $31.08万 | 0.00% | 8,705 | 3,417 | 64.6% | $12.20万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $31.17万 | 0.00% | 6,532 | 2,052 | 45.8% | $9.79万 | 加仓 |
| BIIB | BIOGEN INC | $31.19万 | 0.00% | 1,701 | -99 | -5.5% | -$1.82万 | 减仓 |
| ACWX | ISHARES TR | $31.24万 | 0.00% | 4,563 | 1,257 | 38.0% | $8.61万 | 加仓 |
| AYI | ACUITY INC | $31.25万 | 0.00% | 1,115 | -718 | -39.2% | -$20.13万 | 减仓 |
| IDU | ISHARES TR | $31.27万 | 0.00% | 2,693 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $31.34万 | 0.00% | 1,417 | -1,424 | -50.1% | -$31.50万 | 减仓 |
| AGCO | AGCO CORP | $31.44万 | 0.00% | 2,713 | 300 | 12.4% | $3.48万 | 加仓 |
| APTV | APTIV PLC | $31.46万 | 0.00% | 4,531 | -294 | -6.1% | -$2.04万 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $31.51万 | 0.00% | 9,363 | 1,563 | 20.0% | $5.26万 | 加仓 |
| ASH | ASHLAND INC | $31.53万 | 0.00% | 5,669 | -2,015 | -26.2% | -$11.21万 | 减仓 |
| CGNX | COGNEX CORP | $31.60万 | 0.00% | 6,450 | 835 | 14.9% | $4.09万 | 加仓 |
| — | GLOBAL X FDS | $31.63万 | 0.00% | 8,277 | -568 | -6.4% | -$2.17万 | 减仓 |
| BURL | BURLINGTON STORES INC | $31.63万 | 0.00% | 972 | 972 | — | $31.63万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $31.74万 | 0.00% | 8,660 | -2,439 | -22.0% | -$8.94万 | 减仓 |
| TW | TRADEWEB MKTS INC | $31.85万 | 0.00% | 2,707 | -3,268 | -54.7% | -$38.45万 | 减仓 |
| OGE | OGE ENERGY CORP | $31.91万 | 0.00% | 6,654 | 600 | 9.9% | $2.88万 | 加仓 |
| SUSL | ISHARES TR | $32.02万 | 0.00% | 2,819 | 0 | 0.0% | — | 不变 |