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 |
|---|---|---|---|---|---|---|---|---|
| SGHC | SUPER GROUP SGHC LIMITED | $32.04万 | 0.00% | 29,667 | 29,667 | — | $32.04万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $32.06万 | 0.00% | 456 | 456 | — | $32.06万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $32.13万 | 0.00% | 3,837 | 19 | 0.5% | $1,591 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $32.15万 | 0.00% | 11,821 | 11,821 | — | $32.15万 | 新建仓 |
| — | CSG SYS INTL INC | $32.25万 | 0.00% | 4,034 | -436 | -9.8% | -$3.49万 | 减仓 |
| — | WISDOMTREE TR | $32.26万 | 0.00% | 5,960 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $32.31万 | 0.00% | 3,225 | 3,225 | — | $32.31万 | 新建仓 |
| INGR | INGREDION INC | $32.35万 | 0.00% | 2,872 | 84 | 3.0% | $9,462 | 加仓 |
| AUGO | AURA MINERALS INC | $32.40万 | 0.00% | 3,970 | 3,970 | — | $32.40万 | 新建仓 |
| KBH | KB HOME | $32.41万 | 0.00% | 6,262 | -299 | -4.6% | -$1.55万 | 减仓 |
| SON | SONOCO PRODS CO | $32.45万 | 0.00% | 6,000 | -685 | -10.2% | -$3.71万 | 减仓 |
| JOBY | JOBY AVIATION INC | $32.49万 | 0.00% | 39,333 | 2,220 | 6.0% | $1.83万 | 加仓 |
| ROKU | ROKU INC | $32.49万 | 0.00% | 3,434 | -2,195 | -39.0% | -$20.77万 | 减仓 |
| GPC | GENUINE PARTS CO | $32.67万 | 0.00% | 3,089 | -186 | -5.7% | -$1.97万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $32.76万 | 0.00% | 1,475 | -418 | -22.1% | -$9.28万 | 减仓 |
| DTM | DT MIDSTREAM INC | $32.79万 | 0.00% | 2,435 | 2,435 | — | $32.79万 | 新建仓 |
| OIS | OIL STS INTL INC | $32.85万 | 0.00% | 28,225 | 1,275 | 4.7% | $1.48万 | 加仓 |
| WHD | CACTUS INC | $32.95万 | 0.00% | 6,956 | -369 | -5.0% | -$1.75万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.02万 | 0.00% | 12,074 | -1,000 | -7.6% | -$2.74万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $33.03万 | 0.00% | 7,335 | -1,034 | -12.4% | -$4.66万 | 减仓 |
| ICF | ISHARES TR | $33.07万 | 0.00% | 5,343 | 409 | 8.3% | $2.53万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $33.11万 | 0.00% | 1,850 | -87 | -4.5% | -$1.56万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $33.23万 | 0.00% | 4,571 | 4,571 | — | $33.23万 | 新建仓 |
| HDEF | DBX ETF TR | $33.27万 | 0.00% | 10,265 | 10,265 | — | $33.27万 | 新建仓 |
| PPG | PPG INDS INC | $33.40万 | 0.00% | 3,125 | 265 | 9.3% | $2.83万 | 加仓 |
| KIE | SPDR SERIES TRUST | $33.41万 | 0.00% | 6,075 | -441 | -6.8% | -$2.43万 | 减仓 |
| IYE | ISHARES TR | $33.56万 | 0.00% | 5,182 | -96 | -1.8% | -$6,218 | 减仓 |
| REG | REGENCY CTRS CORP | $33.56万 | 0.00% | 4,436 | 246 | 5.9% | $1.86万 | 加仓 |
| ALC | ALCON AG | $33.56万 | 0.00% | 4,454 | 4,454 | — | $33.56万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $33.58万 | 0.00% | 4,679 | 4,679 | — | $33.58万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $33.60万 | 0.00% | 13,775 | -4,550 | -24.8% | -$11.10万 | 减仓 |
| IMTM | ISHARES TR | $33.77万 | 0.00% | 7,033 | -288 | -3.9% | -$1.38万 | 减仓 |
| — | ISHARES TR | $33.93万 | 0.00% | 7,327 | -8,017 | -52.2% | -$37.13万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $33.95万 | 0.00% | 1,716 | 333 | 24.1% | $6.59万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $33.96万 | 0.00% | 6,611 | -265 | -3.9% | -$1.36万 | 减仓 |
| ADC | AGREE RLTY CORP | $34.00万 | 0.00% | 4,510 | -387 | -7.9% | -$2.92万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $34.03万 | 0.00% | 2,376 | -810 | -25.4% | -$11.60万 | 减仓 |
| RRC | RANGE RES CORP | $34.12万 | 0.00% | 7,553 | -1,135 | -13.1% | -$5.13万 | 减仓 |
| MELI | MERCADOLIBRE INC | $34.14万 | 0.00% | 197 | -257 | -56.6% | -$44.54万 | 减仓 |
| EPI | WISDOMTREE TR | $34.39万 | 0.00% | 8,430 | -8,795 | -51.1% | -$35.88万 | 减仓 |
| HAS | HASBRO INC | $34.47万 | 0.00% | 3,682 | -117 | -3.1% | -$1.10万 | 减仓 |
| — | THERMON GROUP HLDGS INC | $34.51万 | 0.00% | 6,848 | 94 | 1.4% | $4,738 | 加仓 |
| SLYG | SPDR SERIES TRUST | $34.92万 | 0.00% | 3,614 | -625 | -14.7% | -$6.04万 | 减仓 |
| HACK | AMPLIFY ETF TR | $35.02万 | 0.00% | 4,663 | 149 | 3.3% | $1.12万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $35.14万 | 0.00% | 1,884 | -636 | -25.2% | -$11.86万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $35.33万 | 0.00% | 4,369 | -223 | -4.9% | -$1.80万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $35.35万 | 0.00% | 675 | 66 | 10.8% | $3.46万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $35.38万 | 0.00% | 5,178 | -499 | -8.8% | -$3.41万 | 减仓 |
| BN | BROOKFIELD CORP | $35.39万 | 0.00% | 8,744 | 1,127 | 14.8% | $4.56万 | 加仓 |
| RL | RALPH LAUREN CORP | $35.41万 | 0.00% | 1,029 | 165 | 19.1% | $5.68万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $35.46万 | 0.00% | 11,633 | 11,633 | — | $35.46万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $35.57万 | 0.00% | 4,425 | -11,669 | -72.5% | -$93.80万 | 减仓 |
| — | VANECK ETF TRUST | $35.64万 | 0.00% | 3,025 | 20 | 0.7% | $2,357 | 加仓 |
| ETSY | ETSY INC | $35.68万 | 0.00% | 7,138 | 2,246 | 45.9% | $11.23万 | 加仓 |
| HL | HECLA MINING COMPANY | $35.72万 | 0.00% | 19,173 | -11,916 | -38.3% | -$22.20万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $35.85万 | 0.00% | 43,088 | -972 | -2.2% | -$8,087 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $35.99万 | 0.00% | 7,129 | -1,520 | -17.6% | -$7.67万 | 减仓 |
| TLN | TALEN ENERGY CORP | $36.07万 | 0.00% | 1,130 | 1,130 | — | $36.07万 | 新建仓 |
| CENX | CENTURY ALUM CO | $36.08万 | 0.00% | 6,148 | 362 | 6.3% | $2.12万 | 加仓 |
| TTD | THE TRADE DESK INC | $36.15万 | 0.00% | 15,931 | -1,044 | -6.2% | -$2.37万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $36.31万 | 0.00% | 9,016 | 950 | 11.8% | $3.83万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $36.33万 | 0.00% | 3,436 | 204 | 6.3% | $2.16万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $36.49万 | 0.00% | 2,120 | -262 | -11.0% | -$4.51万 | 减仓 |
| FNV | FRANCO NEV CORP | $36.49万 | 0.00% | 1,477 | -167 | -10.2% | -$4.13万 | 减仓 |
| BCS | BARCLAYS PLC | $36.60万 | 0.00% | 17,296 | -671 | -3.7% | -$1.42万 | 减仓 |
| ALG | ALAMO GROUP INC | $36.69万 | 0.00% | 2,224 | 35 | 1.6% | $5,774 | 加仓 |
| FHI | FEDERATED HERMES INC | $36.74万 | 0.00% | 6,478 | 186 | 3.0% | $1.05万 | 加仓 |
| UNM | UNUM GROUP | $36.84万 | 0.00% | 5,044 | -5,168 | -50.6% | -$37.74万 | 减仓 |
| MGRC | MCGRATH RENTCORP | $36.84万 | 0.00% | 3,341 | 25 | 0.8% | $2,757 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $36.91万 | 0.00% | 10,398 | -555 | -5.1% | -$1.97万 | 减仓 |
| LYFT | LYFT INC | $37.08万 | 0.00% | 27,879 | -3,449 | -11.0% | -$4.59万 | 减仓 |
| RNG | RINGCENTRAL INC | $37.16万 | 0.00% | 9,991 | 9,991 | — | $37.16万 | 新建仓 |
| FFIV | F5 INC | $37.26万 | 0.00% | 1,288 | 425 | 49.2% | $12.29万 | 加仓 |
| CR | CRANE COMPANY | $37.26万 | 0.00% | 2,179 | -42 | -1.9% | -$7,183 | 减仓 |
| DOCU | DOCUSIGN INC | $37.29万 | 0.00% | 7,866 | -2,872 | -26.7% | -$13.62万 | 减仓 |
| GAP | GAP INC | $37.30万 | 0.00% | 15,412 | 3,154 | 25.7% | $7.63万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $37.34万 | 0.00% | 22,004 | -953 | -4.2% | -$1.62万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $37.42万 | 0.00% | 18,947 | 6,258 | 49.3% | $12.36万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $37.42万 | 0.00% | 14,750 | 899 | 6.5% | $2.28万 | 加仓 |
| SE | SEA LTD | $37.51万 | 0.00% | 4,530 | 772 | 20.5% | $6.39万 | 加仓 |
| USHY | ISHARES TR | $37.61万 | 0.00% | 10,209 | 1,353 | 15.3% | $4.98万 | 加仓 |
| AGZ | ISHARES TR | $37.64万 | 0.00% | 3,430 | 1,028 | 42.8% | $11.28万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $37.71万 | 0.00% | 5,544 | -1,209 | -17.9% | -$8.22万 | 减仓 |
| MDB | MONGODB INC | $37.71万 | 0.00% | 1,541 | 809 | 110.5% | $19.80万 | 加仓 |
| — | FINWISE BANCORP | $37.75万 | 0.00% | 23,799 | 13,084 | 122.1% | $20.75万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $37.83万 | 0.00% | 3,886 | -414 | -9.6% | -$4.03万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $37.94万 | 0.00% | 2,098 | 208 | 11.0% | $3.76万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $38.00万 | 0.00% | 7,139 | -172 | -2.4% | -$9,154 | 减仓 |
| QDF | FLEXSHARES TR | $38.15万 | 0.00% | 4,823 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $38.23万 | 0.00% | 18,007 | 6,501 | 56.5% | $13.80万 | 加仓 |
| ING | ING GROEP N.V. | $38.27万 | 0.00% | 14,691 | -406 | -2.7% | -$1.06万 | 减仓 |
| ENS | ENERSYS | $38.27万 | 0.00% | 2,203 | -269 | -10.9% | -$4.67万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $38.28万 | 0.00% | 5,533 | 46 | 0.8% | $3,183 | 加仓 |
| EMN | EASTMAN CHEM CO | $38.32万 | 0.00% | 5,021 | -1,241 | -19.8% | -$9.47万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $38.43万 | 0.00% | 6,409 | 809 | 14.4% | $4.85万 | 加仓 |
| BNTX | BIONTECH SE | $38.52万 | 0.00% | 4,334 | 4,334 | — | $38.52万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $38.58万 | 0.00% | 8,322 | -2,005 | -19.4% | -$9.30万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $38.63万 | 0.00% | 2,932 | -17 | -0.6% | -$2,240 | 减仓 |
| LQD | ISHARES TR | $38.70万 | 0.00% | 3,551 | 428 | 13.7% | $4.66万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $38.71万 | 0.00% | 11,497 | -120 | -1.0% | -$4,040 | 减仓 |