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 |
|---|---|---|---|---|---|---|---|---|
| EUFN | ISHARES TR | $29.50万 | 0.00% | 7,565 | 7,565 | — | $29.50万 | 新建仓 |
| HYD | VANECK ETF TRUST | $29.58万 | 0.00% | 5,742 | 5,742 | — | $29.58万 | 新建仓 |
| FTS | Fortis Inc | $29.58万 | 0.00% | 5,169 | 5,169 | — | $29.58万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $29.62万 | 0.00% | 2,251 | 2,251 | — | $29.62万 | 新建仓 |
| CRBN | ISHARES TR | $29.72万 | 0.00% | 1,175 | -15 | -1.3% | -$3,795 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $29.79万 | 0.00% | 16,614 | 6,907 | 71.2% | $12.38万 | 重新持有 |
| DXCM | DEXCOM INC | $29.80万 | 0.00% | 4,425 | 119 | 2.8% | $8,014 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $29.83万 | 0.00% | 4,352 | -2,406 | -35.6% | -$16.49万 | 减仓 |
| CTRE | CareTrust REIT Inc | $29.85万 | 0.00% | 7,398 | -1,262 | -14.6% | -$5.09万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $29.90万 | 0.00% | 3,970 | 647 | 19.5% | $4.87万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $29.93万 | 0.00% | 6,559 | -6 | -0.1% | -$274 | 减仓 |
| CHE | CHEMED CORP NEW | $29.99万 | 0.00% | 644 | -41 | -6.0% | -$1.91万 | 减仓 |
| COMP | COMPASS INC | $30.02万 | 0.00% | 24,344 | -484 | -1.9% | -$5,968 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $30.02万 | 0.00% | 3,711 | -175 | -4.5% | -$1.42万 | 减仓 |
| CNOB | ConnectOne Bancorp Inc | $30.04万 | 0.00% | 8,984 | 84 | 0.9% | $2,809 | 加仓 |
| ARKK | ARK ETF TR | $30.08万 | 0.00% | 3,722 | 720 | 24.0% | $5.82万 | 加仓 |
| KRG | Kite Realty Group Trust | $30.14万 | 0.00% | 10,620 | 210 | 2.0% | $5,960 | 加仓 |
| OKLO | OKLO INC | $30.16万 | 0.00% | 5,763 | 2,660 | 85.7% | $13.92万 | 重新持有 |
| CHTR | CHARTER COMMUNICATIONS INC | $30.21万 | 0.00% | 2,125 | 1,167 | 121.8% | $16.59万 | 加仓 |
| IDU | ISHARES TR | $30.29万 | 0.00% | 2,643 | -50 | -1.9% | -$5,730 | 减仓 |
| OMCL | OMNICELL COM | $30.39万 | 0.00% | 7,319 | 351 | 5.0% | $1.46万 | 加仓 |
| TRGP | TARGA RES CORP | $30.41万 | 0.00% | 1,134 | 265 | 30.5% | $7.11万 | 加仓 |
| INTF | ISHARES TR | $30.50万 | 0.00% | 7,447 | 232 | 3.2% | $9,503 | 加仓 |
| IBMR | ISHARES TR | $30.55万 | 0.00% | 12,032 | 2,012 | 20.1% | $5.11万 | 加仓 |
| OC | OWENS CORNING NEW | $30.66万 | 0.00% | 1,929 | -809 | -29.5% | -$12.86万 | 减仓 |
| MELI | Mercadolibre Inc | $30.80万 | 0.00% | 181 | -16 | -8.1% | -$2.72万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $30.80万 | 0.00% | 8,041 | -975 | -10.8% | -$3.74万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $30.86万 | 0.00% | 7,153 | 894 | 14.3% | $3.86万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $30.99万 | 0.00% | 4,948 | 649 | 15.1% | $4.06万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $31.04万 | 0.00% | 6,741 | 6,741 | — | $31.04万 | 新建仓 |
| IYT | ISHARES TR | $31.08万 | 0.00% | 3,583 | 3,583 | — | $31.08万 | 新建仓 |
| AMH | American Homes 4 Rent | $31.09万 | 0.00% | 9,276 | 9,276 | — | $31.09万 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $31.11万 | 0.00% | 65,625 | 4,357 | 7.1% | $2.07万 | 加仓 |
| CXW | CORECIVIC INC | $31.16万 | 0.00% | 10,256 | 10,256 | — | $31.16万 | 新建仓 |
| TREX | TREX INC | $31.20万 | 0.00% | 6,235 | 6,235 | — | $31.20万 | 新建仓 |
| FHB | First Hawaiian Inc | $31.23万 | 0.00% | 10,657 | 10,657 | — | $31.23万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $31.23万 | 0.00% | 1,721 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $31.23万 | 0.00% | 4,108 | 444 | 12.1% | $3.38万 | 重新持有 |
| CPT | CAMDEN PPTY TR | $31.27万 | 0.00% | 2,731 | 554 | 25.4% | $6.34万 | 加仓 |
| FANG | Diamondback Energy Inc | $31.28万 | 0.00% | 1,779 | 63 | 3.7% | $1.11万 | 加仓 |
| AR | Antero Resources Corp | $31.32万 | 0.00% | 8,914 | 8,914 | — | $31.32万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $31.33万 | 0.00% | 1,922 | -454 | -19.1% | -$7.40万 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $31.38万 | 0.00% | 10,815 | 10,815 | — | $31.38万 | 新建仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $31.39万 | 0.00% | 6,155 | 6,155 | — | $31.39万 | 新建仓 |
| KGC | Kinross Gold Corp | $31.42万 | 0.00% | 13,303 | 387 | 3.0% | $9,141 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $31.54万 | 0.00% | 6,661 | 6,661 | — | $31.54万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $31.54万 | 0.00% | 1,473 | -210 | -12.5% | -$4.50万 | 减仓 |
| FNV | FRANCO NEV CORP | $31.55万 | 0.00% | 1,514 | 37 | 2.5% | $7,711 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $31.56万 | 0.00% | 4,058 | 416 | 11.4% | $3.23万 | 加仓 |
| SCSC | ScanSource Inc | $31.69万 | 0.00% | 6,083 | 6,083 | — | $31.69万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.73万 | 0.00% | 11,074 | -1,000 | -8.3% | -$2.87万 | 减仓 |
| BPOP | Popular Inc | $31.74万 | 0.00% | 1,933 | 1,933 | — | $31.74万 | 新建仓 |
| HVT | HAVERTY FURNITURE COS INC | $31.81万 | 0.00% | 12,459 | -1,132 | -8.3% | -$2.89万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $31.95万 | 0.00% | 6,908 | 1,632 | 30.9% | $7.55万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $32.06万 | 0.00% | 9,464 | 2,078 | 28.1% | $7.04万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $32.09万 | 0.00% | 5,233 | 5,233 | — | $32.09万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $32.10万 | 0.00% | 9,069 | 1,065 | 13.3% | $3.77万 | 加仓 |
| GVA | GRANITE CONSTR INC | $32.22万 | 0.00% | 2,038 | -299 | -12.8% | -$4.73万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $32.31万 | 0.00% | 1,404 | 580 | 70.4% | $13.35万 | 重新持有 |
| YUMC | YUM CHINA HLDGS INC | $32.35万 | 0.00% | 7,914 | 2,215 | 38.9% | $9.05万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $32.38万 | 0.00% | 3,232 | 7 | 0.2% | $701 | 加仓 |
| RBC | RBC BEARINGS INC | $32.46万 | 0.00% | 504 | 22 | 4.6% | $1.42万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $32.47万 | 0.00% | 3,468 | -130 | -3.6% | -$1.22万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $32.47万 | 0.00% | 6,050 | 1,409 | 30.4% | $7.56万 | 加仓 |
| MRNA | MODERNA INC | $32.50万 | 0.00% | 4,641 | 4,641 | — | $32.50万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $32.53万 | 0.00% | 10,785 | 10,785 | — | $32.53万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $32.54万 | 0.00% | 3,301 | 72 | 2.2% | $7,098 | 加仓 |
| EFX | Equifax Inc | $32.55万 | 0.00% | 2,051 | -1,134 | -35.6% | -$18.00万 | 减仓 |
| IYE | ISHARES TR | $32.62万 | 0.00% | 5,765 | 583 | 11.3% | $3.30万 | 加仓 |
| VVX | V2X Inc | $32.72万 | 0.00% | 4,388 | -98 | -2.2% | -$7,307 | 减仓 |
| PTEN | Patterson-UTI Energy Inc | $32.76万 | 0.00% | 35,684 | 35,684 | — | $32.76万 | 新建仓 |
| SNDR | Schneider National Inc | $32.87万 | 0.00% | 8,997 | 8,997 | — | $32.87万 | 新建仓 |
| CHRD | Chord Energy Corporation | $32.92万 | 0.00% | 2,880 | 14 | 0.5% | $1,600 | 加仓 |
| THRM | GENTHERM INC | $32.95万 | 0.00% | 9,659 | 9,659 | — | $32.95万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $32.97万 | 0.00% | 5,861 | 405 | 7.4% | $2.28万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $33.02万 | 0.00% | 17,497 | 3,722 | 27.0% | $7.02万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $33.03万 | 0.00% | 6,521 | -1,240 | -16.0% | -$6.28万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $33.06万 | 0.00% | 10,377 | 3,115 | 42.9% | $9.92万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $33.06万 | 0.00% | 6,574 | 6,574 | — | $33.06万 | 新建仓 |
| ATO | Atmos Energy Corp | $33.15万 | 0.00% | 1,924 | 300 | 18.5% | $5.17万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $33.15万 | 0.00% | 7,077 | 2,377 | 50.6% | $11.14万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $33.29万 | 0.00% | 12,982 | 1,031 | 8.6% | $2.64万 | 加仓 |
| PAYC | Paycom Software Inc | $33.32万 | 0.00% | 2,651 | 1,232 | 86.8% | $15.49万 | 重新持有 |
| URTH | ISHARES INC | $33.33万 | 0.00% | 1,645 | -11 | -0.7% | -$2,229 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $33.35万 | 0.00% | 14,386 | 14,386 | — | $33.35万 | 新建仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $33.40万 | 0.00% | 5,480 | 5,480 | — | $33.40万 | 新建仓 |
| KAPR | INNOVATOR ETFS TRUST | $33.41万 | 0.00% | 8,394 | -7 | -0.1% | -$279 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $33.50万 | 0.00% | 2,913 | 268 | 10.1% | $3.08万 | 加仓 |
| — | WISDOMTREE TR | $33.55万 | 0.00% | 5,960 | 0 | 0.0% | — | 不变 |
| GNE | GENIE ENERGY LTD | $33.64万 | 0.00% | 23,281 | 23,281 | — | $33.64万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $33.69万 | 0.00% | 7,056 | 1,159 | 19.7% | $5.53万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $33.74万 | 0.00% | 2,829 | 852 | 43.1% | $10.16万 | 加仓 |
| SOLV | SOLVENTUM CORP | $33.78万 | 0.00% | 4,379 | 590 | 15.6% | $4.55万 | 加仓 |
| ATR | AptarGroup Inc | $33.79万 | 0.00% | 2,699 | 2,699 | — | $33.79万 | 新建仓 |
| PFF | ISHARES TR | $33.80万 | 0.00% | 11,084 | 11,084 | — | $33.80万 | 新建仓 |
| ETOR | ETORO GROUP LTD | $34.14万 | 0.00% | 8,650 | -11,550 | -57.2% | -$45.59万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $34.15万 | 0.00% | 35,647 | 10,418 | 41.3% | $9.98万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $34.46万 | 0.00% | 10,372 | 1,007 | 10.8% | $3.35万 | 加仓 |
| FRSH | FRESHWORKS INC | $34.47万 | 0.00% | 34,058 | 4,750 | 16.2% | $4.81万 | 加仓 |
| — | FinWise Bancorp | $34.52万 | 0.00% | 23,806 | 7 | 0.0% | $102 | 加仓 |