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 |
|---|---|---|---|---|---|---|---|---|
| FSBC | Five Star Bancorp | $20.06万 | 0.00% | 4,120 | 4,120 | — | $20.06万 | 新建仓 |
| AMX | America Movil SAB de CV | $20.16万 | 0.00% | 7,758 | 7,758 | — | $20.16万 | 新建仓 |
| RLAY | Relay Therapeutics Inc | $20.18万 | 0.00% | 10,787 | 353 | 3.4% | $6,605 | 加仓 |
| SON | SONOCO PRODS CO | $20.29万 | 0.00% | 3,601 | -2,399 | -40.0% | -$13.52万 | 减仓 |
| COSO | COASTALSOUTH BANCSHARES INC | $20.31万 | 0.00% | 7,564 | 7,564 | — | $20.31万 | 新建仓 |
| OIH | VANECK ETF TRUST | $20.31万 | 0.00% | 546 | -40 | -6.8% | -$1.49万 | 减仓 |
| ESLT | ELBIT SYS LTD | $20.32万 | 0.00% | 268 | 268 | — | $20.32万 | 新建仓 |
| — | TCW ETF TRUST | $20.38万 | 0.00% | 6,324 | 6,324 | — | $20.38万 | 新建仓 |
| IP | International Paper Co | $20.45万 | 0.00% | 5,367 | -3,338 | -38.3% | -$12.72万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $20.48万 | 0.00% | 6,399 | 6,399 | — | $20.48万 | 新建仓 |
| IBHH | ISHARES TR | $20.57万 | 0.00% | 8,752 | 8,752 | — | $20.57万 | 新建仓 |
| LTC | LTC PPTYS INC | $20.60万 | 0.00% | 5,358 | -229 | -4.1% | -$8,805 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $20.63万 | 0.00% | 5,145 | 5,145 | — | $20.63万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.63万 | 0.00% | 8,235 | -950 | -10.3% | -$2.38万 | 减仓 |
| APPF | APPFOLIO INC | $20.67万 | 0.00% | 1,289 | -75 | -5.5% | -$1.20万 | 减仓 |
| VREX | VAREX IMAGING CORP | $20.68万 | 0.00% | 19,827 | -941 | -4.5% | -$9,815 | 减仓 |
| — | ISHARES TR | $20.72万 | 0.00% | 4,435 | -2,892 | -39.5% | -$13.51万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $20.73万 | 0.00% | 6,289 | 30 | 0.5% | $989 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $20.80万 | 0.00% | 3,136 | -96 | -3.0% | -$6,368 | 重新持有 |
| AGNC | AGNC INVT CORP | $20.86万 | 0.00% | 19,136 | 6,550 | 52.0% | $7.14万 | 加仓 |
| ILCV | ISHARES TR | $20.95万 | 0.00% | 2,069 | 2,069 | — | $20.95万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $20.95万 | 0.00% | 5,521 | 5,521 | — | $20.95万 | 新建仓 |
| MLPB | UBS AG LONDON BRANCH | $21.03万 | 0.00% | 7,300 | 0 | 0.0% | — | 不变 |
| ACEL | Accel Entertainment Inc | $21.22万 | 0.00% | 16,825 | -6,087 | -26.6% | -$7.68万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $21.23万 | 0.00% | 3,080 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $21.24万 | 0.00% | 4,775 | 4,775 | — | $21.24万 | 新建仓 |
| GAP | GAP INC | $21.34万 | 0.00% | 11,424 | -3,988 | -25.9% | -$7.45万 | 减仓 |
| NRIX | Nurix Therapeutics Inc | $21.39万 | 0.00% | 8,816 | 8,816 | — | $21.39万 | 新建仓 |
| RACE | FERRARI N V | $21.42万 | 0.00% | 575 | 575 | — | $21.42万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $21.47万 | 0.00% | 9,160 | 9,160 | — | $21.47万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $21.47万 | 0.00% | 947 | 947 | — | $21.47万 | 新建仓 |
| WDFC | WD 40 CO | $21.49万 | 0.00% | 882 | 882 | — | $21.49万 | 新建仓 |
| HEFA | ISHARES TR | $21.52万 | 0.00% | 4,586 | 4,586 | — | $21.52万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $21.55万 | 0.00% | 5,564 | -1,950 | -26.0% | -$7.55万 | 减仓 |
| MBSF | VALUED ADVISERS TR | $21.57万 | 0.00% | 8,401 | 0 | 0.0% | — | 重新持有 |
| CLM | CORNERSTONE STRATEGIC INVEST | $21.72万 | 0.00% | 28,733 | 1 | 0.0% | $8 | 加仓 |
| ADT | ADT INC DEL | $21.79万 | 0.00% | 33,521 | -13,292 | -28.4% | -$8.64万 | 减仓 |
| SCCO | Southern Copper Corp | $21.83万 | 0.00% | 1,253 | -26 | -2.0% | -$4,529 | 减仓 |
| XNCR | Xencor Inc | $21.84万 | 0.00% | 13,567 | -56 | -0.4% | -$902 | 减仓 |
| SNEX | StoneX Group Inc | $21.86万 | 0.00% | 1,845 | 1,845 | — | $21.86万 | 新建仓 |
| LAUR | LAUREATE ED INC | $21.86万 | 0.00% | 6,020 | -323 | -5.1% | -$1.17万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $21.87万 | 0.00% | 8,657 | -1,020 | -10.5% | -$2.58万 | 重新持有 |
| FELC | FIDELITY COVINGTON TRUST | $21.87万 | 0.00% | 5,218 | 5,218 | — | $21.87万 | 新建仓 |
| MMS | MAXIMUS INC | $21.88万 | 0.00% | 4,071 | -217 | -5.1% | -$1.17万 | 减仓 |
| NWG | NATWEST GROUP PLC | $21.93万 | 0.00% | 12,441 | -2,476 | -16.6% | -$4.37万 | 重新持有 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $21.95万 | 0.00% | 5,374 | 5,374 | — | $21.95万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $21.95万 | 0.00% | 9,650 | 9,650 | — | $21.95万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $21.98万 | 0.00% | 9,161 | 9,161 | — | $21.98万 | 新建仓 |
| VOTE | TCW ETF TRUST | $22.10万 | 0.00% | 2,507 | 2,507 | — | $22.10万 | 新建仓 |
| ANGX | ANGEL STUDIOS INC. | $22.20万 | 0.00% | 60,491 | -26 | -0.0% | -$95 | 减仓 |
| HAS | HASBRO INC | $22.22万 | 0.00% | 2,691 | -991 | -26.9% | -$8.18万 | 减仓 |
| SKM | SK TELECOM CO LTD | $22.24万 | 0.00% | 6,914 | 6,914 | — | $22.24万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $22.43万 | 0.00% | 2,903 | 2,903 | — | $22.43万 | 新建仓 |
| FN | Fabrinet | $22.48万 | 0.00% | 400 | 400 | — | $22.48万 | 新建仓 |
| SNY | SANOFI SA | $22.53万 | 0.00% | 5,281 | 343 | 6.9% | $1.46万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $22.54万 | 0.00% | 8,725 | 8,725 | — | $22.54万 | 新建仓 |
| IDV | ISHARES TR | $22.60万 | 0.00% | 5,454 | 250 | 4.8% | $1.04万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $22.60万 | 0.00% | 3,439 | 53 | 1.6% | $3,484 | 加仓 |
| OPCH | Option Care Health Inc | $22.72万 | 0.00% | 10,833 | 768 | 7.6% | $1.61万 | 加仓 |
| EMLC | VANECK ETF TRUST | $22.77万 | 0.00% | 8,910 | 8,910 | — | $22.77万 | 新建仓 |
| HLN | HALEON PLC | $22.93万 | 0.00% | 24,572 | 2,012 | 8.9% | $1.88万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $22.94万 | 0.00% | 2,582 | 2,582 | — | $22.94万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $22.95万 | 0.00% | 4,342 | 4,342 | — | $22.95万 | 新建仓 |
| EXTR | Extreme Networks Inc | $22.95万 | 0.00% | 7,089 | 7,089 | — | $22.95万 | 新建仓 |
| ALGT | Allegiant Travel Co | $23.03万 | 0.00% | 1,958 | 1,958 | — | $23.03万 | 新建仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $23.04万 | 0.00% | 4,594 | 4,594 | — | $23.04万 | 新建仓 |
| CENX | CENTURY ALUM CO | $23.05万 | 0.00% | 5,010 | -1,138 | -18.5% | -$5.24万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $23.10万 | 0.00% | 4,795 | -1,155 | -19.4% | -$5.56万 | 减仓 |
| TFI | SPDR SERIES TRUST | $23.11万 | 0.00% | 5,045 | 5,045 | — | $23.11万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $23.13万 | 0.00% | 8,628 | 8,628 | — | $23.13万 | 新建仓 |
| — | HANCOCK JOHN PREM DIVID FD | $23.18万 | 0.00% | 17,897 | 2,896 | 19.3% | $3.75万 | 重新持有 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $23.30万 | 0.00% | 2,481 | 75 | 3.1% | $7,044 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.38万 | 0.00% | 13,998 | 2,157 | 18.2% | $3.60万 | 加仓 |
| FLOT | ISHARES TR | $23.38万 | 0.00% | 4,580 | 433 | 10.4% | $2.21万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $23.38万 | 0.00% | 5,844 | 955 | 19.5% | $3.82万 | 加仓 |
| INMD | INMODE LTD | $23.41万 | 0.00% | 16,015 | 553 | 3.6% | $8,085 | 加仓 |
| DASH | DoorDash Inc | $23.42万 | 0.00% | 1,269 | 1,269 | — | $23.42万 | 新建仓 |
| MUSA | Murphy USA Inc | $23.43万 | 0.00% | 435 | 435 | — | $23.43万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $23.45万 | 0.00% | 2,343 | 112 | 5.0% | $1.12万 | 重新持有 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $23.48万 | 0.00% | 704 | 704 | — | $23.48万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $23.51万 | 0.00% | 5,404 | 0 | 0.0% | — | 不变 |
| TAK | Takeda Pharmaceutical Co Ltd | $23.52万 | 0.00% | 14,674 | 595 | 4.2% | $9,538 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $23.56万 | 0.00% | 17,298 | 811 | 4.9% | $1.10万 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $23.65万 | 0.00% | 2,225 | 2,225 | — | $23.65万 | 新建仓 |
| RELX | RELX PLC | $23.66万 | 0.00% | 7,470 | -1,133 | -13.2% | -$3.59万 | 重新持有 |
| CCI | CROWN CASTLE INC | $23.78万 | 0.00% | 3,140 | -1,647 | -34.4% | -$12.47万 | 减仓 |
| MKC | MCCORMICK & CO INC | $23.81万 | 0.00% | 4,723 | -1,020 | -17.8% | -$5.14万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $23.82万 | 0.00% | 791 | 99 | 14.3% | $2.98万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $23.91万 | 0.00% | 2,347 | 2,347 | — | $23.91万 | 新建仓 |
| — | HARBOR ETF TRUST | $23.99万 | 0.00% | 13,007 | -567 | -4.2% | -$1.05万 | 减仓 |
| — | VANECK ETF TRUST | $24.08万 | 0.00% | 5,843 | 5,843 | — | $24.08万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $24.10万 | 0.00% | 2,603 | 2,603 | — | $24.10万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $24.10万 | 0.00% | 761 | -211 | -21.7% | -$6.68万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $24.14万 | 0.00% | 5,455 | 5,455 | — | $24.14万 | 新建仓 |
| NFRA | FLEXSHARES TR | $24.24万 | 0.00% | 3,781 | 202 | 5.6% | $1.30万 | 加仓 |
| FER | FERROVIAL NV | $24.35万 | 0.00% | 3,549 | 3,549 | — | $24.35万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $24.35万 | 0.00% | 3,074 | -22 | -0.7% | -$1,743 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $24.47万 | 0.00% | 3,008 | 359 | 13.6% | $2.92万 | 重新持有 |
| ALC | ALCON AG | $24.48万 | 0.00% | 3,648 | -806 | -18.1% | -$5.41万 | 减仓 |
| WASH | WASHINGTON TR BANCORP INC | $24.48万 | 0.00% | 6,711 | -10,103 | -60.1% | -$36.86万 | 减仓 |