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 |
|---|---|---|---|---|---|---|---|---|
| — | ADVISOR MANAGED PORTFOLIOS | $0 | 0.00% | 0 | -4,090,871 | -100.0% | -$1.91亿 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -14,608 | -100.0% | -$268.59万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -16,973 | -100.0% | -$51.33万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -13,419 | -100.0% | -$48.15万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KRYS | KRYSTAL BIOTECH INC | $0 | 0.00% | 0 | -1,846 | -100.0% | -$45.51万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -7,827 | -100.0% | -$39.17万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -14,609 | -100.0% | -$37.82万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | -7,629 | -100.0% | -$37.72万 | 清仓 |
| NICE | NICE LTD | $0 | 0.00% | 0 | -3,317 | -100.0% | -$37.50万 | 清仓 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | -2,529 | -100.0% | -$37.36万 | 清仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $0 | 0.00% | 0 | -6,975 | -100.0% | -$35.97万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,729 | -100.0% | -$35.42万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -25,888 | -100.0% | -$33.68万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPRT | COPART INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLSH | BULLISH | $0 | 0.00% | 0 | -8,500 | -100.0% | -$32.19万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGUS | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -4,111 | -100.0% | -$31.02万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -7,222 | -100.0% | -$29.85万 | 清仓 |
| DFIP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,167 | -100.0% | -$29.43万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -813 | -100.0% | -$29.04万 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -9,506 | -100.0% | -$28.89万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -1,647 | -100.0% | -$28.69万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -10,252 | -100.0% | -$28.50万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$28.08万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -2,627 | -100.0% | -$27.88万 | 清仓 |
| SOXL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,412 | -100.0% | -$26.98万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -4,339 | -100.0% | -$26.89万 | 清仓 |
| KFRC | KFORCE INC | $0 | 0.00% | 0 | -8,692 | -100.0% | -$26.88万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,468 | -100.0% | -$26.61万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -9,735 | -100.0% | -$26.43万 | 清仓 |
| ARKQ | ARK ETF TR | $0 | 0.00% | 0 | -2,290 | -100.0% | -$26.26万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -9,672 | -100.0% | -$26.20万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -5,455 | -100.0% | -$25.67万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FFOX | FUNDX INVT TR | $0 | 0.00% | 0 | -9,334 | -100.0% | -$25.45万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| M | MACYS INC | $0 | 0.00% | 0 | -11,466 | -100.0% | -$25.28万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -3,973 | -100.0% | -$25.16万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,009 | -100.0% | -$25.02万 | 清仓 |
| DB | DEUTSCHE BANK A G | $0 | 0.00% | 0 | -6,399 | -100.0% | -$24.67万 | 清仓 |
| VCTR | VICTORY CAP HLDGS INC | $0 | 0.00% | 0 | -3,895 | -100.0% | -$24.57万 | 清仓 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALRM | ALARM COM HLDGS INC | $0 | 0.00% | 0 | -4,720 | -100.0% | -$24.08万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -6,272 | -100.0% | -$24.05万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -4,038 | -100.0% | -$24.00万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WS | WORTHINGTON STL INC | $0 | 0.00% | 0 | -6,858 | -100.0% | -$23.74万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -982 | -100.0% | -$23.53万 | 清仓 |
| PHYL | PGIM ETF TR | $0 | 0.00% | 0 | -6,570 | -100.0% | -$23.31万 | 清仓 |
| — | ATKORE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -3,596 | -100.0% | -$23.09万 | 清仓 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | -9,914 | -100.0% | -$23.07万 | 清仓 |
| WKC | WORLD KINECT CORPORATION | $0 | 0.00% | 0 | -9,815 | -100.0% | -$23.00万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,221 | -100.0% | -$22.56万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -325 | -100.0% | -$22.34万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,237 | -100.0% | -$22.32万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -854 | -100.0% | -$22.30万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXP | EAGLE MATLS INC | $0 | 0.00% | 0 | -1,077 | -100.0% | -$22.26万 | 清仓 |
| TBBK | BANCORP INC DEL | $0 | 0.00% | 0 | -3,292 | -100.0% | -$22.23万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -5,015 | -100.0% | -$22.21万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMP | STANDARD MTR PRODS INC | $0 | 0.00% | 0 | -5,996 | -100.0% | -$22.10万 | 清仓 |
| PLUS | EPLUS INC | $0 | 0.00% | 0 | -2,490 | -100.0% | -$21.84万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TIGO | MILLICOM INTL CELLULAR S A | $0 | 0.00% | 0 | -3,921 | -100.0% | -$21.74万 | 清仓 |
| HUBG | HUB GROUP INC | $0 | 0.00% | 0 | -5,100 | -100.0% | -$21.73万 | 清仓 |
| MBSF | VALUED ADVISERS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -2,576 | -100.0% | -$21.51万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -9,908 | -100.0% | -$21.45万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -9,883 | -100.0% | -$21.27万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -954 | -100.0% | -$21.23万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,529 | -100.0% | -$21.18万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -4,355 | -100.0% | -$21.15万 | 清仓 |
| SCHK | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -2,356 | -100.0% | -$21.00万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -973 | -100.0% | -$20.10万 | 清仓 |
| FQAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -14,928 | -100.0% | -$19.78万 | 清仓 |