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 |
|---|---|---|---|---|---|---|---|---|
| IBMO | ISHARES TR | $34.52万 | 0.00% | 13,465 | 1,975 | 17.2% | $5.06万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $34.60万 | 0.00% | 1,989 | 1,989 | — | $34.60万 | 新建仓 |
| MDGL | Madrigal Pharmaceuticals Inc | $34.70万 | 0.00% | 646 | -29 | -4.3% | -$1.56万 | 减仓 |
| SWKS | Skyworks Solutions Inc | $34.75万 | 0.00% | 5,125 | 1,628 | 46.6% | $11.04万 | 重新持有 |
| UHS | UNIVERSAL HLTH SVCS INC | $34.75万 | 0.00% | 2,337 | 487 | 26.3% | $7.24万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $34.82万 | 0.00% | 10,293 | -36 | -0.3% | -$1,218 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $34.91万 | 0.00% | 1,978 | -142 | -6.7% | -$2.51万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $34.94万 | 0.00% | 1,977 | 1,977 | — | $34.94万 | 新建仓 |
| CUZ | COUSINS PPTYS INC | $34.99万 | 0.00% | 11,670 | 11,670 | — | $34.99万 | 新建仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $35.20万 | 0.00% | 6,815 | -53 | -0.8% | -$2,737 | 减仓 |
| WF | WOORI FINL GROUP INC | $35.29万 | 0.00% | 6,148 | 6,148 | — | $35.29万 | 新建仓 |
| PGNY | PROGYNY INC | $35.62万 | 0.00% | 12,356 | 104 | 0.8% | $2,998 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $35.63万 | 0.00% | 2,155 | 186 | 9.4% | $3.08万 | 加仓 |
| JOBY | Joby Aviation Inc | $35.80万 | 0.00% | 40,131 | 798 | 2.0% | $7,118 | 加仓 |
| CRH | CRH PLC | $35.81万 | 0.00% | 3,347 | -396 | -10.6% | -$4.24万 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $35.88万 | 0.00% | 8,553 | 8,553 | — | $35.88万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $35.91万 | 0.00% | 5,677 | 5,677 | — | $35.91万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $36.04万 | 0.00% | 4,504 | 1,703 | 60.8% | $13.63万 | 加仓 |
| GPN | GLOBAL PMTS INC | $36.18万 | 0.00% | 4,987 | 1,647 | 49.3% | $11.95万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $36.52万 | 0.00% | 12,163 | 12,163 | — | $36.52万 | 新建仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $36.59万 | 0.00% | 13,217 | 13,217 | — | $36.59万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $36.61万 | 0.00% | 16,438 | 16,438 | — | $36.61万 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $36.77万 | 0.00% | 4,546 | 4,546 | — | $36.77万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $36.80万 | 0.00% | 2,421 | 584 | 31.8% | $8.88万 | 加仓 |
| FHI | FEDERATED HERMES INC | $36.82万 | 0.00% | 6,668 | 190 | 2.9% | $1.05万 | 加仓 |
| — | TOPBUILD COR | $36.98万 | 0.00% | 1,043 | 375 | 56.1% | $13.30万 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $36.99万 | 0.00% | 7,625 | 1,592 | 26.4% | $7.72万 | 加仓 |
| NGG | National Grid PLC | $37.00万 | 0.00% | 4,465 | 1,089 | 32.3% | $9.02万 | 加仓 |
| VSAT | ViaSat Inc | $37.02万 | 0.00% | 4,122 | -923 | -18.3% | -$8.29万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $37.04万 | 0.00% | 1,791 | 1,791 | — | $37.04万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $37.07万 | 0.00% | 10,976 | 10,976 | — | $37.07万 | 新建仓 |
| GNMA | ISHARES TR | $37.11万 | 0.00% | 8,391 | -4,697 | -35.9% | -$20.77万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $37.26万 | 0.00% | 9,261 | 154 | 1.7% | $6,196 | 加仓 |
| TNK | Teekay Tankers Ltd | $37.29万 | 0.00% | 5,749 | -303 | -5.0% | -$1.97万 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $37.31万 | 0.00% | 13,141 | 1,279 | 10.8% | $3.63万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $37.37万 | 0.00% | 15,155 | 15,155 | — | $37.37万 | 新建仓 |
| SUSL | ISHARES TR | $37.42万 | 0.00% | 2,819 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $37.44万 | 0.00% | 1,651 | 1 | 0.1% | $227 | 加仓 |
| — | ISHARES TR | $37.45万 | 0.00% | 11,096 | 11,096 | — | $37.45万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $37.50万 | 0.00% | 4,356 | 1,594 | 57.7% | $13.72万 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $37.58万 | 0.00% | 15,136 | 867 | 6.1% | $2.15万 | 加仓 |
| KB | KB FINL GROUP INC | $37.87万 | 0.00% | 3,608 | 3,608 | — | $37.87万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $37.88万 | 0.00% | 2,815 | -3 | -0.1% | -$404 | 减仓 |
| TRLV | Trulieve Cannabis Corp | $37.90万 | 0.00% | 38,555 | 38,555 | — | $37.90万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $38.08万 | 0.00% | 3,315 | 253 | 8.3% | $2.91万 | 加仓 |
| — | MATTHEWS INTL FDS | $38.09万 | 0.00% | 8,963 | -44 | -0.5% | -$1,870 | 减仓 |
| LQD | ISHARES TR | $38.14万 | 0.00% | 3,497 | -54 | -1.5% | -$5,889 | 减仓 |
| E | ENI SPA | $38.31万 | 0.00% | 8,175 | 523 | 6.8% | $2.45万 | 加仓 |
| DOCU | DOCUSIGN INC | $38.45万 | 0.00% | 8,656 | 790 | 10.0% | $3.51万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $38.46万 | 0.00% | 10,507 | -22,789 | -68.4% | -$83.41万 | 减仓 |
| HUBS | HUBSPOT INC | $38.55万 | 0.00% | 2,112 | 882 | 71.7% | $16.10万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $38.57万 | 0.00% | 4,251 | 4,251 | — | $38.57万 | 新建仓 |
| ICF | ISHARES TR | $38.58万 | 0.00% | 5,704 | 361 | 6.8% | $2.44万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $38.60万 | 0.00% | 6,483 | 6,483 | — | $38.60万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $38.63万 | 0.00% | 13,307 | -1,906 | -12.5% | -$5.53万 | 减仓 |
| NUS | NU SKIN ENTERPRISES INC | $38.73万 | 0.00% | 73,355 | 958 | 1.3% | $5,058 | 加仓 |
| KIE | SPDR SERIES TRUST | $38.77万 | 0.00% | 6,357 | 282 | 4.6% | $1.72万 | 加仓 |
| HAFC | HANMI FINL CORP | $38.87万 | 0.00% | 11,997 | 379 | 3.3% | $1.23万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $38.98万 | 0.00% | 9,573 | 9,573 | — | $38.98万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $39.06万 | 0.00% | 5,155 | 1,861 | 56.5% | $14.10万 | 加仓 |
| BLND | BLEND LABS INC | $39.10万 | 0.00% | 228,659 | -719 | -0.3% | -$1,229 | 减仓 |
| CNA | CNA FINL CORP | $39.13万 | 0.00% | 8,049 | 8,049 | — | $39.13万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $39.19万 | 0.00% | 14,595 | 4,869 | 50.1% | $13.07万 | 重新持有 |
| FLO | FLOWERS FOODS INC | $39.21万 | 0.00% | 49,631 | 34,898 | 236.9% | $27.57万 | 重新持有 |
| — | CHART INDS INC | $39.33万 | 0.00% | 1,882 | -44 | -2.3% | -$9,195 | 减仓 |
| NWSA | NEWS CORP NEW | $39.35万 | 0.00% | 15,848 | 15,848 | — | $39.35万 | 新建仓 |
| HOPE | Hope Bancorp Inc | $39.44万 | 0.00% | 28,830 | 28,830 | — | $39.44万 | 新建仓 |
| WCC | WESCO INTL INC | $39.55万 | 0.00% | 1,145 | 352 | 44.4% | $12.16万 | 加仓 |
| WEX | WEX Inc | $39.65万 | 0.00% | 2,810 | 1,168 | 71.1% | $16.48万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $39.68万 | 0.00% | 3,336 | 1,062 | 46.7% | $12.63万 | 加仓 |
| RHI | ROBERT HALF INC. | $39.69万 | 0.00% | 12,928 | 2,901 | 28.9% | $8.91万 | 加仓 |
| AOS | SMITH A O CORP | $39.80万 | 0.00% | 6,346 | -2,630 | -29.3% | -$16.49万 | 减仓 |
| SE | SEA LTD | $40.02万 | 0.00% | 4,176 | -354 | -7.8% | -$3.39万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $40.07万 | 0.00% | 15,989 | 1,702 | 11.9% | $4.27万 | 加仓 |
| MGRC | Mcgrath RentCorp | $40.13万 | 0.00% | 3,316 | -25 | -0.7% | -$3,026 | 减仓 |
| DIOD | DIODES INC | $40.30万 | 0.00% | 3,682 | 702 | 23.6% | $7.68万 | 加仓 |
| ESNT | Essent Group Ltd | $40.39万 | 0.00% | 6,283 | -587 | -8.5% | -$3.77万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $40.42万 | 0.00% | 11,078 | 8 | 0.1% | $292 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $40.54万 | 0.00% | 5,489 | 5,489 | — | $40.54万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $40.57万 | 0.00% | 7,235 | -354 | -4.7% | -$1.99万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $40.62万 | 0.00% | 3,291 | 3,291 | — | $40.62万 | 新建仓 |
| LIT | GLOBAL X FDS | $40.82万 | 0.00% | 5,214 | 5,214 | — | $40.82万 | 新建仓 |
| SM | SM Energy Company | $40.92万 | 0.00% | 15,678 | 1,853 | 13.4% | $4.84万 | 加仓 |
| IQV | IQVIA HLDGS INC | $41.00万 | 0.00% | 2,122 | 681 | 47.3% | $13.16万 | 加仓 |
| GRC | GORMAN RUPP CO | $41.04万 | 0.00% | 4,473 | 759 | 20.4% | $6.96万 | 加仓 |
| GL | GLOBE LIFE INC | $41.05万 | 0.00% | 2,297 | -734 | -24.2% | -$13.12万 | 减仓 |
| WSBC | Wesbanco Inc | $41.16万 | 0.00% | 10,546 | -2,081 | -16.5% | -$8.12万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $41.23万 | 0.00% | 6,637 | 6,637 | — | $41.23万 | 新建仓 |
| ACI | Albertsons Companies Inc | $41.26万 | 0.00% | 30,493 | 30,493 | — | $41.26万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $41.34万 | 0.00% | 3,889 | -610 | -13.6% | -$6.48万 | 减仓 |
| ONON | ON HLDG AG | $41.37万 | 0.00% | 11,679 | 5,455 | 87.6% | $19.32万 | 加仓 |
| FC | Franklin Covey Co | $41.46万 | 0.00% | 16,900 | 760 | 4.7% | $1.86万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $41.71万 | 0.00% | 1,038 | 145 | 16.2% | $5.83万 | 加仓 |
| B | BARRICK MNG CORP | $41.79万 | 0.00% | 11,378 | 4,375 | 62.5% | $16.07万 | 加仓 |
| GGG | GRACO INC | $41.80万 | 0.00% | 5,528 | -2,295 | -29.3% | -$17.35万 | 减仓 |
| RRC | RANGE RES CORP | $41.80万 | 0.00% | 11,240 | 3,687 | 48.8% | $13.71万 | 加仓 |
| ESI | Element Solutions Inc | $41.83万 | 0.00% | 8,760 | 1,116 | 14.6% | $5.33万 | 加仓 |
| HRB | BLOCK H & R INC | $42.00万 | 0.00% | 11,031 | 4,049 | 58.0% | $15.42万 | 加仓 |
| RNG | Ringcentral Inc | $42.12万 | 0.00% | 10,806 | 815 | 8.2% | $3.18万 | 加仓 |
| GPC | Genuine Parts Co | $42.15万 | 0.00% | 3,573 | 484 | 15.7% | $5.71万 | 加仓 |