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 |
|---|---|---|---|---|---|---|---|---|
| ETOR | ETORO GROUP LTD | $60.66万 | 0.00% | 20,200 | -20,921 | -50.9% | -$62.83万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $60.97万 | 0.00% | 6,495 | 3,532 | 119.2% | $33.15万 | 加仓 |
| MFC | MANULIFE FINL CORP | $61.11万 | 0.00% | 17,744 | 3,306 | 22.9% | $11.39万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $61.31万 | 0.00% | 1,034 | -178 | -14.7% | -$10.55万 | 减仓 |
| MINT | PIMCO ETF TR | $61.38万 | 0.00% | 6,103 | 6,103 | — | $61.38万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $61.40万 | 0.00% | 8,860 | 4,797 | 118.1% | $33.24万 | 加仓 |
| MKL | MARKEL GROUP INC | $61.44万 | 0.00% | 321 | 72 | 28.9% | $13.78万 | 加仓 |
| GIS | GENERAL MILLS INC | $62.10万 | 0.00% | 16,685 | -11,300 | -40.4% | -$42.06万 | 减仓 |
| HYG | ISHARES TR | $62.29万 | 0.00% | 7,829 | -12,218 | -60.9% | -$97.21万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $62.45万 | 0.00% | 8,586 | 457 | 5.6% | $3.32万 | 加仓 |
| NRG | NRG ENERGY INC | $62.49万 | 0.00% | 4,276 | 2,417 | 130.0% | $35.32万 | 加仓 |
| MTZ | MASTEC INC | $62.51万 | 0.00% | 1,943 | -85 | -4.2% | -$2.73万 | 减仓 |
| WDAY | WORKDAY INC | $62.67万 | 0.00% | 4,824 | -532 | -9.9% | -$6.91万 | 减仓 |
| G | GENPACT LIMITED | $62.88万 | 0.00% | 16,880 | -116 | -0.7% | -$4,321 | 减仓 |
| CNC | CENTENE CORP DEL | $62.99万 | 0.00% | 19,241 | -5,188 | -21.2% | -$16.99万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $63.17万 | 0.00% | 11,971 | -393 | -3.2% | -$2.07万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $63.30万 | 0.00% | 17,974 | 1,788 | 11.0% | $6.30万 | 加仓 |
| — | ABERDEEN INDIA FD INC | $63.41万 | 0.00% | 56,012 | -3,025 | -5.1% | -$3.42万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $63.43万 | 0.00% | 580 | 188 | 48.0% | $20.56万 | 加仓 |
| EXC | EXELON CORP | $63.77万 | 0.00% | 13,009 | 3,172 | 32.2% | $15.55万 | 加仓 |
| FTV | FORTIVE CORP | $63.89万 | 0.00% | 11,557 | -526 | -4.4% | -$2.91万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $64.18万 | 0.00% | 24,448 | -27,999 | -53.4% | -$73.50万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $64.20万 | 0.00% | 3,402 | 50 | 1.5% | $9,435 | 加仓 |
| UGI | UGI CORP NEW | $64.30万 | 0.00% | 17,656 | -1,025 | -5.5% | -$3.73万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $64.36万 | 0.00% | 1,093 | -237 | -17.8% | -$13.96万 | 减仓 |
| CLX | CLOROX CO DEL | $64.69万 | 0.00% | 6,242 | 1,600 | 34.5% | $16.58万 | 加仓 |
| EVRG | EVERGY INC | $64.73万 | 0.00% | 7,902 | -1,388 | -14.9% | -$11.37万 | 减仓 |
| — | WEBSTER FINL CORP | $65.58万 | 0.00% | 9,447 | -72 | -0.8% | -$4,998 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $65.61万 | 0.00% | 8,341 | -314 | -3.6% | -$2.47万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $65.65万 | 0.00% | 10,029 | -104 | -1.0% | -$6,808 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $65.67万 | 0.00% | 26,522 | -450 | -1.7% | -$1.11万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $65.77万 | 0.00% | 6,741 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $66.14万 | 0.00% | 34,522 | 959 | 2.9% | $1.84万 | 加仓 |
| GGG | GRACO INC | $66.22万 | 0.00% | 7,823 | 539 | 7.4% | $4.56万 | 加仓 |
| CDE | COEUR MNG INC | $66.23万 | 0.00% | 35,287 | 1,594 | 4.7% | $2.99万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $66.28万 | 0.00% | 10,550 | 79 | 0.8% | $4,963 | 加仓 |
| EQIX | EQUINIX INC | $66.97万 | 0.00% | 683 | 115 | 20.2% | $11.28万 | 加仓 |
| IOO | ISHARES TR | $66.99万 | 0.00% | 5,538 | 235 | 4.4% | $2.84万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $67.29万 | 0.00% | 24,629 | -2,129 | -8.0% | -$5.82万 | 减仓 |
| MLPX | GLOBAL X FDS | $67.43万 | 0.00% | 9,119 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $67.78万 | 0.00% | 5,131 | 102 | 2.0% | $1.35万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $67.92万 | 0.00% | 9,469 | 1,934 | 25.7% | $13.87万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $67.98万 | 0.00% | 8,247 | -1,046 | -11.3% | -$8.62万 | 减仓 |
| CCK | CROWN HLDGS INC | $68.20万 | 0.00% | 6,803 | 257 | 3.9% | $2.58万 | 加仓 |
| IQLT | ISHARES TR | $68.40万 | 0.00% | 14,797 | -4,589 | -23.7% | -$21.21万 | 减仓 |
| USRT | ISHARES TR | $68.48万 | 0.00% | 11,570 | -16,739 | -59.1% | -$99.08万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $68.62万 | 0.00% | 3,486 | -935 | -21.1% | -$18.40万 | 减仓 |
| NI | NISOURCE INC | $68.65万 | 0.00% | 14,713 | 448 | 3.1% | $2.09万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $68.96万 | 0.00% | 7,339 | 729 | 11.0% | $6.85万 | 加仓 |
| FISV | FISERV INC | $69.05万 | 0.00% | 12,375 | -4,497 | -26.7% | -$25.09万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $69.14万 | 0.00% | 2,460 | -529 | -17.7% | -$14.87万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $69.20万 | 0.00% | 9,203 | 986 | 12.0% | $7.41万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $69.26万 | 0.00% | 3,534 | 61 | 1.8% | $1.20万 | 加仓 |
| VIS | VANGUARD WORLD FD | $69.38万 | 0.00% | 2,222 | 341 | 18.1% | $10.65万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $69.65万 | 0.00% | 3,989 | -1,909 | -32.4% | -$33.33万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $69.83万 | 0.00% | 2,524 | -468 | -15.6% | -$12.95万 | 减仓 |
| IYJ | ISHARES TR | $69.98万 | 0.00% | 4,743 | 1 | 0.0% | $148 | 加仓 |
| TPR | TAPESTRY INC | $70.06万 | 0.00% | 4,965 | 348 | 7.5% | $4.91万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $70.16万 | 0.00% | 15,512 | -3,822 | -19.8% | -$17.29万 | 减仓 |
| — | ISHARES TR | $70.63万 | 0.00% | 16,223 | -11,051 | -40.5% | -$48.11万 | 减仓 |
| FLTR | VANECK ETF TRUST | $70.64万 | 0.00% | 27,724 | 3,234 | 13.2% | $8.24万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $70.73万 | 0.00% | 14,515 | 370 | 2.6% | $1.80万 | 加仓 |
| — | WHITESTONE REIT | $70.89万 | 0.00% | 43,897 | 11,961 | 37.5% | $19.32万 | 加仓 |
| ITT | ITT INC | $71.15万 | 0.00% | 3,734 | 801 | 27.3% | $15.26万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $71.45万 | 0.00% | 7,657 | -713 | -8.5% | -$6.65万 | 减仓 |
| HPQ | HP INC | $71.59万 | 0.00% | 37,266 | -10,158 | -21.4% | -$19.51万 | 减仓 |
| IDEV | ISHARES TR | $72.10万 | 0.00% | 8,628 | -234 | -2.6% | -$1.96万 | 减仓 |
| STIP | ISHARES TR | $72.19万 | 0.00% | 6,980 | 3,146 | 82.1% | $32.54万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $72.26万 | 0.00% | 9,603 | -169 | -1.7% | -$1.27万 | 减仓 |
| GMED | GLOBUS MED INC | $72.31万 | 0.00% | 8,393 | 1,443 | 20.8% | $12.43万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $72.32万 | 0.00% | 15,361 | 8,838 | 135.5% | $41.61万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $72.33万 | 0.00% | 4,428 | 4,428 | — | $72.33万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $72.56万 | 0.00% | 27,558 | -518 | -1.8% | -$1.36万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $72.61万 | 0.00% | 7,694 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $73.09万 | 0.00% | 15,731 | -4,295 | -21.4% | -$19.95万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $73.23万 | 0.00% | 1,869 | -95 | -4.8% | -$3.72万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $73.24万 | 0.00% | 3,961 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $73.33万 | 0.00% | 32,304 | -11,328 | -26.0% | -$25.71万 | 减仓 |
| XBI | SPDR SERIES TRUST | $73.59万 | 0.00% | 5,762 | -346 | -5.7% | -$4.42万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $73.93万 | 0.00% | 39,619 | -9,090 | -18.7% | -$16.96万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $74.08万 | 0.00% | 4,111 | 890 | 27.6% | $16.04万 | 加仓 |
| D | DOMINION ENERGY INC | $74.28万 | 0.00% | 12,016 | 2,223 | 22.7% | $13.74万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $74.69万 | 0.00% | 12,962 | -893 | -6.4% | -$5.15万 | 减仓 |
| CLH | CLEAN HARBORS INC | $74.69万 | 0.00% | 2,605 | 256 | 10.9% | $7.34万 | 加仓 |
| QTWO | Q2 HLDGS INC | $74.92万 | 0.00% | 15,840 | 5,947 | 60.1% | $28.13万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $75.09万 | 0.00% | 3,644 | 305 | 9.1% | $6.29万 | 加仓 |
| TENB | TENABLE HLDGS INC | $75.16万 | 0.00% | 44,431 | 34,954 | 368.8% | $59.12万 | 加仓 |
| LIVN | LIVANOVA PLC | $75.22万 | 0.00% | 11,834 | 178 | 1.5% | $1.13万 | 加仓 |
| OII | OCEANEERING INTL INC | $75.43万 | 0.00% | 21,267 | -4,958 | -18.9% | -$17.59万 | 减仓 |
| VTR | VENTAS INC | $75.69万 | 0.00% | 9,256 | -2,445 | -20.9% | -$20.00万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $75.76万 | 0.00% | 10,839 | 510 | 4.9% | $3.56万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $75.78万 | 0.00% | 14,832 | -164 | -1.1% | -$8,379 | 减仓 |
| MAS | MASCO CORP | $76.05万 | 0.00% | 12,597 | 2,435 | 24.0% | $14.70万 | 加仓 |
| STT | STATE STR CORP | $76.13万 | 0.00% | 6,015 | -1,835 | -23.4% | -$23.22万 | 减仓 |
| MUNI | PIMCO ETF TR | $76.48万 | 0.00% | 14,654 | -4,575 | -23.8% | -$23.88万 | 减仓 |
| — | EA SERIES TRUST | $76.55万 | 0.00% | 19,391 | 309 | 1.6% | $1.22万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $76.90万 | 0.00% | 3,937 | 144 | 3.8% | $2.81万 | 加仓 |
| AVY | AVERY DENNISON CORP | $77.42万 | 0.00% | 4,483 | -56 | -1.2% | -$9,671 | 减仓 |
| BWA | BORGWARNER INC | $77.63万 | 0.00% | 14,308 | -2,052 | -12.5% | -$11.13万 | 减仓 |
| SGOV | ISHARES TR | $77.78万 | 0.00% | 7,727 | -3,967 | -33.9% | -$39.93万 | 减仓 |