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 |
|---|---|---|---|---|---|---|---|---|
| XAR | SPDR SERIES TRUST | $38.89万 | 0.00% | 1,531 | 118 | 8.4% | $3.00万 | 加仓 |
| CCI | CROWN CASTLE INC | $38.92万 | 0.00% | 4,787 | -918 | -16.1% | -$7.46万 | 减仓 |
| ALB | ALBEMARLE CORP | $38.93万 | 0.00% | 2,168 | -1,864 | -46.2% | -$33.47万 | 减仓 |
| BLND | BLEND LABS INC | $38.99万 | 0.00% | 229,378 | 841 | 0.4% | $1,430 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $39.00万 | 0.00% | 14,983 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $39.12万 | 0.00% | 2,089 | -424 | -16.9% | -$7.94万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $39.24万 | 0.00% | 2,494 | 369 | 17.4% | $5.81万 | 加仓 |
| CRH | CRH PLC | $39.35万 | 0.00% | 3,743 | 201 | 5.7% | $2.11万 | 加仓 |
| IBN | ICICI BANK LIMITED | $39.40万 | 0.00% | 15,213 | -5,263 | -25.7% | -$13.63万 | 减仓 |
| KGC | KINROSS GOLD CORP | $39.42万 | 0.00% | 12,916 | -637 | -4.7% | -$1.94万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $39.45万 | 0.00% | 7,761 | -247 | -3.1% | -$1.26万 | 减仓 |
| IVZ | INVESCO LTD | $39.48万 | 0.00% | 16,255 | -1,276 | -7.3% | -$3.10万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $39.51万 | 0.00% | 6,330 | 606 | 10.6% | $3.78万 | 加仓 |
| KOP | KOPPERS HOLDINGS INC | $39.61万 | 0.00% | 10,240 | 10,240 | — | $39.61万 | 新建仓 |
| — | CHART INDS INC | $39.83万 | 0.00% | 1,926 | 164 | 9.3% | $3.39万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $39.91万 | 0.00% | 5,832 | -1,215 | -17.2% | -$8.31万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $39.99万 | 0.00% | 11,070 | -2,092 | -15.9% | -$7.56万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $40.15万 | 0.00% | 6,870 | -624 | -8.3% | -$3.65万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $40.19万 | 0.00% | 6,186 | -9,724 | -61.1% | -$63.18万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $40.52万 | 0.00% | 2,794 | 203 | 7.8% | $2.94万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $40.63万 | 0.00% | 6,758 | 91 | 1.4% | $5,471 | 加仓 |
| VOX | VANGUARD WORLD FD | $40.70万 | 0.00% | 2,263 | -96 | -4.1% | -$1.73万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $40.75万 | 0.00% | 2,866 | -312 | -9.8% | -$4.44万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $40.78万 | 0.00% | 1,665 | 1,665 | — | $40.78万 | 新建仓 |
| COWG | PACER FDS TR | $40.94万 | 0.00% | 12,134 | 12,134 | — | $40.94万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $40.95万 | 0.00% | 26,164 | -8,401 | -24.3% | -$13.15万 | 减仓 |
| MIDD | MIDDLEBY CORP | $41.25万 | 0.00% | 3,111 | 129 | 4.3% | $1.71万 | 加仓 |
| SNA | SNAP ON INC | $41.26万 | 0.00% | 1,136 | -155 | -12.0% | -$5.63万 | 减仓 |
| MYRG | MYR GROUP INC | $41.33万 | 0.00% | 1,464 | 8 | 0.5% | $2,259 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $41.35万 | 0.00% | 4,587 | -808 | -15.0% | -$7.28万 | 减仓 |
| NUEM | NUSHARES ETF TR | $41.35万 | 0.00% | 11,255 | -10,203 | -47.5% | -$37.48万 | 减仓 |
| IXN | ISHARES TR | $41.47万 | 0.00% | 4,148 | -402 | -8.8% | -$4.02万 | 减仓 |
| IXJ | ISHARES TR | $41.62万 | 0.00% | 4,449 | 100 | 2.3% | $9,355 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $41.82万 | 0.00% | 11,177 | 24 | 0.2% | $898 | 加仓 |
| EMNT | PIMCO ETF TR | $42.11万 | 0.00% | 4,257 | 4,257 | — | $42.11万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $42.16万 | 0.00% | 15,896 | 2,570 | 19.3% | $6.82万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $42.17万 | 0.00% | 4,499 | -1,218 | -21.3% | -$11.42万 | 减仓 |
| GL | GLOBE LIFE INC | $42.19万 | 0.00% | 3,031 | -327 | -9.7% | -$4.55万 | 减仓 |
| CSL | CARLISLE COS INC | $42.20万 | 0.00% | 1,265 | 528 | 71.6% | $17.62万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $42.21万 | 0.00% | 41,787 | -4,490 | -9.7% | -$4.53万 | 减仓 |
| PLOW | DOUGLAS DYNAMICS INC | $42.27万 | 0.00% | 10,042 | -38 | -0.4% | -$1,599 | 减仓 |
| SHV | ISHARES TR | $42.29万 | 0.00% | 3,831 | -4,498 | -54.0% | -$49.65万 | 减仓 |
| HTO | H2O AMERICA | $42.32万 | 0.00% | 7,213 | 314 | 4.6% | $1.84万 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $42.44万 | 0.00% | 6,715 | 90 | 1.4% | $5,688 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $42.79万 | 0.00% | 1,450 | -3,230 | -69.0% | -$95.32万 | 减仓 |
| ILMN | ILLUMINA INC | $42.80万 | 0.00% | 3,472 | -1,026 | -22.8% | -$12.65万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $42.85万 | 0.00% | 9,134 | 1,225 | 15.5% | $5.75万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $42.93万 | 0.00% | 5,694 | -276 | -4.6% | -$2.08万 | 减仓 |
| SM | SM ENERGY COMPANY | $43.11万 | 0.00% | 13,825 | 13,825 | — | $43.11万 | 新建仓 |
| VRSN | VERISIGN INC | $43.27万 | 0.00% | 1,742 | -502 | -22.4% | -$12.47万 | 减仓 |
| WAT | WATERS CORP | $43.28万 | 0.00% | 1,453 | 708 | 95.0% | $21.09万 | 加仓 |
| E | ENI SPA | $43.32万 | 0.00% | 7,652 | 405 | 5.6% | $2.29万 | 加仓 |
| TLT | ISHARES TR | $43.33万 | 0.00% | 4,999 | -1,975 | -28.3% | -$17.12万 | 减仓 |
| HQY | HEALTHEQUITY INC | $43.46万 | 0.00% | 5,200 | 49 | 1.0% | $4,095 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $43.46万 | 0.00% | 9,107 | -3,617 | -28.4% | -$17.26万 | 减仓 |
| WSBC | WESBANCO INC | $43.55万 | 0.00% | 12,627 | -595 | -4.5% | -$2.05万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $43.57万 | 0.00% | 11,047 | 135 | 1.2% | $5,324 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $43.72万 | 0.00% | 16,814 | 553 | 3.4% | $1.44万 | 加仓 |
| ABCB | AMERIS BANCORP | $43.76万 | 0.00% | 5,611 | -325 | -5.5% | -$2.53万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $43.85万 | 0.00% | 9,555 | -316 | -3.2% | -$1.45万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $43.99万 | 0.00% | 7,018 | -86 | -1.2% | -$5,391 | 减仓 |
| WTFC | WINTRUST FINL CORP | $44.02万 | 0.00% | 3,168 | -3,237 | -50.5% | -$44.97万 | 减仓 |
| RKLB | ROCKET LAB CORP | $44.26万 | 0.00% | 6,891 | 118 | 1.7% | $7,578 | 加仓 |
| VMI | VALMONT INDS INC | $44.27万 | 0.00% | 1,108 | 148 | 15.4% | $5.91万 | 加仓 |
| CLS | CELESTICA INC | $44.33万 | 0.00% | 1,574 | 866 | 122.3% | $24.39万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $44.33万 | 0.00% | 10,417 | 10,417 | — | $44.33万 | 新建仓 |
| TNK | TEEKAY TANKERS LTD | $44.37万 | 0.00% | 6,052 | 138 | 2.3% | $1.01万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $44.38万 | 0.00% | 20,274 | 1,122 | 5.9% | $2.46万 | 加仓 |
| RY | ROYAL BK CDA | $44.40万 | 0.00% | 2,745 | -49 | -1.8% | -$7,926 | 减仓 |
| CSTM | CONSTELLIUM SE | $44.63万 | 0.00% | 18,159 | 1,133 | 6.7% | $2.78万 | 加仓 |
| SHOO | MADDEN STEVEN LTD | $44.75万 | 0.00% | 13,192 | 3,819 | 40.7% | $12.95万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $44.76万 | 0.00% | 1,678 | -370 | -18.1% | -$9.87万 | 减仓 |
| TWLO | TWILIO INC | $44.76万 | 0.00% | 3,558 | 1,622 | 83.8% | $20.41万 | 加仓 |
| DLTR | DOLLAR TREE INC | $44.88万 | 0.00% | 4,098 | 761 | 22.8% | $8.33万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $44.97万 | 0.00% | 4,885 | -300 | -5.8% | -$2.76万 | 减仓 |
| QYLD | GLOBAL X FDS | $45.06万 | 0.00% | 26,275 | -6,089 | -18.8% | -$10.44万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $45.19万 | 0.00% | 7,299 | -420 | -5.4% | -$2.60万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $45.38万 | 0.00% | 5,606 | -756 | -11.9% | -$6.12万 | 减仓 |
| IWY | ISHARES TR | $45.60万 | 0.00% | 1,832 | 216 | 13.4% | $5.38万 | 加仓 |
| TOST | TOAST INC | $45.60万 | 0.00% | 17,202 | 1,340 | 8.4% | $3.55万 | 加仓 |
| IYH | ISHARES TR | $45.65万 | 0.00% | 7,406 | -866 | -10.5% | -$5.34万 | 减仓 |
| CUBE | CUBESMART | $45.68万 | 0.00% | 12,465 | 1,738 | 16.2% | $6.37万 | 加仓 |
| DES | WISDOMTREE TR | $45.71万 | 0.00% | 12,719 | -1,652 | -11.5% | -$5.94万 | 减仓 |
| FNB | F N B CORP | $45.76万 | 0.00% | 27,367 | -1,942 | -6.6% | -$3.25万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $45.79万 | 0.00% | 21,409 | -655 | -3.0% | -$1.40万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $45.96万 | 0.00% | 14,967 | 4,376 | 41.3% | $13.44万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $46.01万 | 0.00% | 1,600 | 275 | 20.8% | $7.91万 | 加仓 |
| EFAV | ISHARES TR | $46.04万 | 0.00% | 5,039 | 2,510 | 99.2% | $22.94万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $46.10万 | 0.00% | 7,514 | -1,868 | -19.9% | -$11.46万 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $46.15万 | 0.00% | 15,817 | -3,729 | -19.1% | -$10.88万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $46.28万 | 0.00% | 17,801 | -1,809 | -9.2% | -$4.70万 | 减仓 |
| ORI | OLD REP INTL CORP | $46.33万 | 0.00% | 11,611 | -3,113 | -21.1% | -$12.42万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $46.33万 | 0.00% | 7,286 | -99 | -1.3% | -$6,295 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $46.36万 | 0.00% | 4,632 | -1,810 | -28.1% | -$18.12万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $46.36万 | 0.00% | 9,665 | 2,475 | 34.4% | $11.87万 | 加仓 |
| — | FLEXSHARES TR | $46.43万 | 0.00% | 3,060 | -1 | -0.0% | -$152 | 减仓 |
| BRO | BROWN & BROWN INC | $46.59万 | 0.00% | 7,145 | -1,654 | -18.8% | -$10.79万 | 减仓 |
| DOW | DOW HLDGS INC | $46.63万 | 0.00% | 11,195 | 11,195 | — | $46.63万 | 新建仓 |
| GSK | GSK PLC | $46.63万 | 0.00% | 8,449 | -1,660 | -16.4% | -$9.16万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $46.64万 | 0.00% | 6,182 | 383 | 6.6% | $2.89万 | 加仓 |