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 |
|---|---|---|---|---|---|---|---|---|
| TXG | 10x Genomics Inc | $66.67万 | 0.00% | 17,390 | -617 | -3.4% | -$2.37万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $66.66万 | 0.00% | 11,453 | 2,437 | 27.0% | $14.18万 | 加仓 |
| PNR | PENTAIR PLC | $66.64万 | 0.00% | 8,692 | 2,194 | 33.8% | $16.82万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $66.44万 | 0.00% | 8,541 | 278 | 3.4% | $2.16万 | 重新持有 |
| CDW | CDW CORP | $66.27万 | 0.00% | 4,712 | 583 | 14.1% | $8.20万 | 加仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $66.05万 | 0.00% | 120,743 | 120,743 | — | $66.05万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $65.81万 | 0.00% | 9,392 | 2,983 | 46.5% | $20.90万 | 加仓 |
| EEMV | ISHARES INC | $65.31万 | 0.00% | 8,676 | 857 | 11.0% | $6.45万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $65.23万 | 0.00% | 12,523 | 2,968 | 31.1% | $15.46万 | 加仓 |
| GIS | General Mills Inc | $64.98万 | 0.00% | 18,671 | 1,986 | 11.9% | $6.91万 | 加仓 |
| ARW | ARROW ELECTRS INC | $64.77万 | 0.00% | 3,035 | 1,045 | 52.5% | $22.30万 | 加仓 |
| ACWX | ISHARES TR | $64.66万 | 0.00% | 8,496 | 3,933 | 86.2% | $29.93万 | 加仓 |
| IXN | ISHARES TR | $64.65万 | 0.00% | 4,474 | 326 | 7.9% | $4.71万 | 加仓 |
| PII | POLARIS INC | $64.60万 | 0.00% | 9,439 | 3,880 | 69.8% | $26.56万 | 加仓 |
| BCS | BARCLAYS PLC | $64.44万 | 0.00% | 23,993 | 6,697 | 38.7% | $17.99万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $64.41万 | 0.00% | 3,586 | -525 | -12.8% | -$9.43万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $64.39万 | 0.00% | 16,045 | 4,998 | 45.2% | $20.06万 | 加仓 |
| QYLD | GLOBAL X FDS | $64.36万 | 0.00% | 34,922 | 8,647 | 32.9% | $15.94万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $64.24万 | 0.00% | 24,379 | 9,629 | 65.3% | $25.37万 | 加仓 |
| CGNX | Cognex Corp | $64.12万 | 0.00% | 8,855 | 2,405 | 37.3% | $17.42万 | 加仓 |
| GH | Guardant Health Inc | $64.12万 | 0.00% | 4,274 | 4,274 | — | $64.12万 | 新建仓 |
| NRG | NRG Energy Inc | $64.04万 | 0.00% | 4,384 | 108 | 2.5% | $1.58万 | 加仓 |
| MSTR | STRATEGY INC | $63.88万 | 0.00% | 7,348 | 3,022 | 69.9% | $26.27万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $63.86万 | 0.00% | 4,116 | -25 | -0.6% | -$3,879 | 减仓 |
| BF/A | BROWN FORMAN CORP | $63.46万 | 0.00% | 23,193 | 2,381 | 11.4% | $6.51万 | 加仓 |
| APLD | Applied Digital Corp | $63.36万 | 0.00% | 16,986 | 16,986 | — | $63.36万 | 新建仓 |
| UGI | UGI CORP NEW | $63.35万 | 0.00% | 18,342 | 686 | 3.9% | $2.37万 | 加仓 |
| CNO | CNO FINL GROUP INC | $63.24万 | 0.00% | 12,406 | 598 | 5.1% | $3.05万 | 加仓 |
| MOG/A | Moog Inc | $63.24万 | 0.00% | 1,492 | 522 | 53.8% | $22.12万 | 加仓 |
| VIS | VANGUARD WORLD FD | $63.14万 | 0.00% | 1,752 | -470 | -21.2% | -$16.94万 | 减仓 |
| IWY | ISHARES TR | $62.82万 | 0.00% | 2,162 | 330 | 18.0% | $9.59万 | 加仓 |
| — | Gates Indl Corp Plc | $62.82万 | 0.00% | 22,461 | 41 | 0.2% | $1,147 | 加仓 |
| XME | SPDR SERIES TRUST | $62.46万 | 0.00% | 5,841 | 281 | 5.1% | $3.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.43万 | 0.00% | 7,615 | 1 | 0.0% | $82 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $62.23万 | 0.00% | 1,636 | 161 | 10.9% | $6.12万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $62.18万 | 0.00% | 11,326 | 4,865 | 75.3% | $26.71万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $62.13万 | 0.00% | 33,637 | 33,637 | — | $62.13万 | 新建仓 |
| MLI | MUELLER INDS INC | $62.13万 | 0.00% | 5,054 | -35 | -0.7% | -$4,302 | 减仓 |
| STM | STMICROELECTRONICS N V | $62.08万 | 0.00% | 8,290 | 8,290 | — | $62.08万 | 新建仓 |
| — | SECURITY NATL FINL CORP | $61.91万 | 0.00% | 63,892 | 15 | 0.0% | $145 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $61.73万 | 0.00% | 6,217 | 1,585 | 34.2% | $15.74万 | 加仓 |
| KHC | KRAFT HEINZ CO | $61.73万 | 0.00% | 26,133 | 12,549 | 92.4% | $29.64万 | 加仓 |
| DLTR | DOLLAR TREE INC | $61.72万 | 0.00% | 5,103 | 1,005 | 24.5% | $12.15万 | 加仓 |
| OGE | OGE ENERGY CORP | $61.43万 | 0.00% | 12,625 | 5,971 | 89.7% | $29.05万 | 加仓 |
| WAB | WABTEC | $61.33万 | 0.00% | 2,275 | -1,091 | -32.4% | -$29.41万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $61.24万 | 0.00% | 22,961 | -1,668 | -6.8% | -$4.45万 | 减仓 |
| VOYA | Voya Financial Inc | $61.24万 | 0.00% | 6,764 | 1,586 | 30.6% | $14.36万 | 加仓 |
| AYI | ACUITY INC | $61.07万 | 0.00% | 1,621 | 506 | 45.4% | $19.06万 | 加仓 |
| ALLY | ALLY FINL INC | $60.98万 | 0.00% | 13,270 | -27,586 | -67.5% | -$126.76万 | 减仓 |
| VRSN | Verisign Inc | $60.94万 | 0.00% | 2,423 | 681 | 39.1% | $17.13万 | 加仓 |
| SAP | SAP SE | $60.55万 | 0.00% | 3,929 | 848 | 27.5% | $13.07万 | 加仓 |
| PHM | PULTE GROUP INC | $60.04万 | 0.00% | 4,376 | 345 | 8.6% | $4.73万 | 加仓 |
| CSTM | CONSTELLIUM SE | $59.97万 | 0.00% | 18,817 | 658 | 3.6% | $2.10万 | 加仓 |
| CBRE | CBRE GROUP INC | $59.93万 | 0.00% | 4,449 | 203 | 4.8% | $2.73万 | 加仓 |
| EQT | EQT CORP | $59.63万 | 0.00% | 11,214 | 5,355 | 91.4% | $28.47万 | 重新持有 |
| GSK | GSK PLC | $59.25万 | 0.00% | 11,304 | 2,855 | 33.8% | $14.97万 | 加仓 |
| FLTR | VANECK ETF TRUST | $58.93万 | 0.00% | 23,011 | -4,713 | -17.0% | -$12.07万 | 减仓 |
| SMMD | ISHARES TR | $58.82万 | 0.00% | 6,419 | -258 | -3.9% | -$2.36万 | 减仓 |
| LNG | Cheniere Energy Inc | $58.21万 | 0.00% | 2,435 | 545 | 28.8% | $13.03万 | 加仓 |
| PSN | PARSONS CORP DEL | $58.18万 | 0.00% | 11,105 | 469 | 4.4% | $2.46万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $57.92万 | 0.00% | 8,504 | 8,504 | — | $57.92万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $57.88万 | 0.00% | 20,260 | 20,260 | — | $57.88万 | 新建仓 |
| RMT | ROYCE MICRO-CAP TR INC | $57.88万 | 0.00% | 39,536 | -3,793 | -8.8% | -$5.55万 | 减仓 |
| FLV | AMERICAN CENTY ETF TR | $57.72万 | 0.00% | 7,100 | 0 | 0.0% | — | 重新持有 |
| SNAP | SNAP INC | $57.65万 | 0.00% | 129,831 | 62,683 | 93.4% | $27.83万 | 加仓 |
| YETI | YETI HLDGS INC | $57.58万 | 0.00% | 11,619 | 5,582 | 92.5% | $27.66万 | 加仓 |
| XT | ISHARES TR | $57.29万 | 0.00% | 6,933 | -95 | -1.4% | -$7,850 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $57.25万 | 0.00% | 38,473 | 38,473 | — | $57.25万 | 新建仓 |
| RIO | RIO TINTO PLC | $57.09万 | 0.00% | 6,014 | 924 | 18.2% | $8.77万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $57.03万 | 0.00% | 22,321 | 2,047 | 10.1% | $5.23万 | 加仓 |
| CMS | CMS Energy Corp | $57.02万 | 0.00% | 7,454 | 7,454 | — | $57.02万 | 新建仓 |
| VCEB | VANGUARD WORLD FD | $56.96万 | 0.00% | 9,075 | -1,475 | -14.0% | -$9.26万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $56.60万 | 0.00% | 2,022 | -52 | -2.5% | -$1.46万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $56.57万 | 0.00% | 1,044 | 10 | 1.0% | $5,418 | 加仓 |
| SIGI | Selective Ins Group Inc | $56.34万 | 0.00% | 5,808 | 114 | 2.0% | $1.11万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $56.21万 | 0.00% | 23,778 | 718 | 3.1% | $1.70万 | 加仓 |
| ING | ING GROEP N.V. | $56.13万 | 0.00% | 17,887 | 3,196 | 21.8% | $10.03万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $55.76万 | 0.00% | 13,482 | -1,249 | -8.5% | -$5.17万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $55.72万 | 0.00% | 1,214 | 718 | 144.8% | $32.95万 | 加仓 |
| — | ISHARES ETHEREUM TR | $55.67万 | 0.00% | 46,822 | -3,161 | -6.3% | -$3.76万 | 减仓 |
| GBCI | Glacier Bancorp Inc New | $55.36万 | 0.00% | 10,733 | -2,400 | -18.3% | -$12.38万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $55.36万 | 0.00% | 3,784 | 3,784 | — | $55.36万 | 新建仓 |
| ABCB | Ameris Bancorp | $55.04万 | 0.00% | 6,098 | 487 | 8.7% | $4.40万 | 加仓 |
| DES | WISDOMTREE TR | $55.00万 | 0.00% | 13,520 | 801 | 6.3% | $3.26万 | 加仓 |
| NYF | ISHARES TR | $54.98万 | 0.00% | 10,199 | 0 | 0.0% | — | 不变 |
| WAT | Waters Corp | $54.92万 | 0.00% | 1,464 | 11 | 0.8% | $4,127 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $54.88万 | 0.00% | 5,129 | 2,450 | 91.5% | $26.22万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $54.82万 | 0.00% | 23,250 | 4,303 | 22.7% | $10.15万 | 加仓 |
| HEWJ | ISHARES TR | $54.81万 | 0.00% | 8,495 | 8,495 | — | $54.81万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $54.73万 | 0.00% | 3,250 | -394 | -10.8% | -$6.63万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $54.62万 | 0.00% | 15,507 | -1,698 | -9.9% | -$5.98万 | 重新持有 |
| SLF | SUN LIFE FINANCIAL INC. | $54.26万 | 0.00% | 6,919 | 2,209 | 46.9% | $17.32万 | 加仓 |
| IEX | Idex Corp | $54.22万 | 0.00% | 2,389 | 893 | 59.7% | $20.27万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $54.22万 | 0.00% | 7,229 | 3,495 | 93.6% | $26.21万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $54.15万 | 0.00% | 6,221 | 3,152 | 102.7% | $27.44万 | 加仓 |
| OSK | OSHKOSH CORP | $54.11万 | 0.00% | 3,525 | -437 | -11.0% | -$6.71万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $53.98万 | 0.00% | 3,885 | 1,466 | 60.6% | $20.37万 | 加仓 |
| SYF | Synchrony Financial | $53.97万 | 0.00% | 7,097 | 1,553 | 28.0% | $11.81万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $53.89万 | 0.00% | 13,642 | -873 | -6.0% | -$3.45万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $53.88万 | 0.00% | 10,819 | 10,819 | — | $53.88万 | 新建仓 |