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 |
|---|---|---|---|---|---|---|---|---|
| OMFL | INVESCO EXCH TRD SLF IDX FD | $40.63万 | 0.00% | 6,758 | 91 | 1.4% | $5,471 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $40.52万 | 0.00% | 2,794 | 203 | 7.8% | $2.94万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $40.19万 | 0.00% | 6,186 | -9,724 | -61.1% | -$63.18万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $40.15万 | 0.00% | 6,870 | -624 | -8.3% | -$3.65万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $39.99万 | 0.00% | 11,070 | -2,092 | -15.9% | -$7.56万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $39.91万 | 0.00% | 5,832 | -1,215 | -17.2% | -$8.31万 | 减仓 |
| — | CHART INDS INC | $39.83万 | 0.00% | 1,926 | 164 | 9.3% | $3.39万 | 加仓 |
| KOP | KOPPERS HOLDINGS INC | $39.61万 | 0.00% | 10,240 | 10,240 | — | $39.61万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $39.51万 | 0.00% | 6,330 | 606 | 10.6% | $3.78万 | 加仓 |
| IVZ | INVESCO LTD | $39.48万 | 0.00% | 16,255 | -1,276 | -7.3% | -$3.10万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $39.45万 | 0.00% | 7,761 | -247 | -3.1% | -$1.26万 | 减仓 |
| KGC | KINROSS GOLD CORP | $39.42万 | 0.00% | 12,916 | -637 | -4.7% | -$1.94万 | 减仓 |
| IBN | ICICI BANK LIMITED | $39.40万 | 0.00% | 15,213 | -5,263 | -25.7% | -$13.63万 | 减仓 |
| CRH | CRH PLC | $39.35万 | 0.00% | 3,743 | 201 | 5.7% | $2.11万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $39.24万 | 0.00% | 2,494 | 369 | 17.4% | $5.81万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $39.12万 | 0.00% | 2,089 | -424 | -16.9% | -$7.94万 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $39.00万 | 0.00% | 14,983 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $38.99万 | 0.00% | 229,378 | 841 | 0.4% | $1,430 | 加仓 |
| ALB | ALBEMARLE CORP | $38.93万 | 0.00% | 2,168 | -1,864 | -46.2% | -$33.47万 | 减仓 |
| CCI | CROWN CASTLE INC | $38.92万 | 0.00% | 4,787 | -918 | -16.1% | -$7.46万 | 减仓 |
| XAR | SPDR SERIES TRUST | $38.89万 | 0.00% | 1,531 | 118 | 8.4% | $3.00万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $38.71万 | 0.00% | 11,497 | -120 | -1.0% | -$4,040 | 减仓 |
| LQD | ISHARES TR | $38.70万 | 0.00% | 3,551 | 428 | 13.7% | $4.66万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $38.63万 | 0.00% | 2,932 | -17 | -0.6% | -$2,240 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $38.58万 | 0.00% | 8,322 | -2,005 | -19.4% | -$9.30万 | 减仓 |
| BNTX | BIONTECH SE | $38.52万 | 0.00% | 4,334 | 4,334 | — | $38.52万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $38.43万 | 0.00% | 6,409 | 809 | 14.4% | $4.85万 | 加仓 |
| EMN | EASTMAN CHEM CO | $38.32万 | 0.00% | 5,021 | -1,241 | -19.8% | -$9.47万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $38.28万 | 0.00% | 5,533 | 46 | 0.8% | $3,183 | 加仓 |
| ING | ING GROEP N.V. | $38.27万 | 0.00% | 14,691 | -406 | -2.7% | -$1.06万 | 减仓 |
| ENS | ENERSYS | $38.27万 | 0.00% | 2,203 | -269 | -10.9% | -$4.67万 | 减仓 |
| TXG | 10X GENOMICS INC | $38.23万 | 0.00% | 18,007 | 6,501 | 56.5% | $13.80万 | 加仓 |
| QDF | FLEXSHARES TR | $38.15万 | 0.00% | 4,823 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $38.00万 | 0.00% | 7,139 | -172 | -2.4% | -$9,154 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $37.94万 | 0.00% | 2,098 | 208 | 11.0% | $3.76万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $37.83万 | 0.00% | 3,886 | -414 | -9.6% | -$4.03万 | 减仓 |
| — | FINWISE BANCORP | $37.75万 | 0.00% | 23,799 | 13,084 | 122.1% | $20.75万 | 加仓 |
| MDB | MONGODB INC | $37.71万 | 0.00% | 1,541 | 809 | 110.5% | $19.80万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $37.71万 | 0.00% | 5,544 | -1,209 | -17.9% | -$8.22万 | 减仓 |
| AGZ | ISHARES TR | $37.64万 | 0.00% | 3,430 | 1,028 | 42.8% | $11.28万 | 加仓 |
| USHY | ISHARES TR | $37.61万 | 0.00% | 10,209 | 1,353 | 15.3% | $4.98万 | 加仓 |
| SE | SEA LTD | $37.51万 | 0.00% | 4,530 | 772 | 20.5% | $6.39万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $37.42万 | 0.00% | 14,750 | 899 | 6.5% | $2.28万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $37.42万 | 0.00% | 18,947 | 6,258 | 49.3% | $12.36万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $37.34万 | 0.00% | 22,004 | -953 | -4.2% | -$1.62万 | 减仓 |
| GAP | GAP INC | $37.30万 | 0.00% | 15,412 | 3,154 | 25.7% | $7.63万 | 加仓 |
| DOCU | DOCUSIGN INC | $37.29万 | 0.00% | 7,866 | -2,872 | -26.7% | -$13.62万 | 减仓 |
| CR | CRANE COMPANY | $37.26万 | 0.00% | 2,179 | -42 | -1.9% | -$7,183 | 减仓 |
| FFIV | F5 INC | $37.26万 | 0.00% | 1,288 | 425 | 49.2% | $12.29万 | 加仓 |
| RNG | RINGCENTRAL INC | $37.16万 | 0.00% | 9,991 | 9,991 | — | $37.16万 | 新建仓 |
| LYFT | LYFT INC | $37.08万 | 0.00% | 27,879 | -3,449 | -11.0% | -$4.59万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $36.91万 | 0.00% | 10,398 | -555 | -5.1% | -$1.97万 | 减仓 |
| MGRC | MCGRATH RENTCORP | $36.84万 | 0.00% | 3,341 | 25 | 0.8% | $2,757 | 加仓 |
| UNM | UNUM GROUP | $36.84万 | 0.00% | 5,044 | -5,168 | -50.6% | -$37.74万 | 减仓 |
| FHI | FEDERATED HERMES INC | $36.74万 | 0.00% | 6,478 | 186 | 3.0% | $1.05万 | 加仓 |
| ALG | ALAMO GROUP INC | $36.69万 | 0.00% | 2,224 | 35 | 1.6% | $5,774 | 加仓 |
| BCS | BARCLAYS PLC | $36.60万 | 0.00% | 17,296 | -671 | -3.7% | -$1.42万 | 减仓 |
| FNV | FRANCO NEV CORP | $36.49万 | 0.00% | 1,477 | -167 | -10.2% | -$4.13万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $36.49万 | 0.00% | 2,120 | -262 | -11.0% | -$4.51万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $36.33万 | 0.00% | 3,436 | 204 | 6.3% | $2.16万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $36.31万 | 0.00% | 9,016 | 950 | 11.8% | $3.83万 | 加仓 |
| TTD | THE TRADE DESK INC | $36.15万 | 0.00% | 15,931 | -1,044 | -6.2% | -$2.37万 | 减仓 |
| CENX | CENTURY ALUM CO | $36.08万 | 0.00% | 6,148 | 362 | 6.3% | $2.12万 | 加仓 |
| TLN | TALEN ENERGY CORP | $36.07万 | 0.00% | 1,130 | 1,130 | — | $36.07万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $35.99万 | 0.00% | 7,129 | -1,520 | -17.6% | -$7.67万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $35.85万 | 0.00% | 43,088 | -972 | -2.2% | -$8,087 | 减仓 |
| HL | HECLA MINING COMPANY | $35.72万 | 0.00% | 19,173 | -11,916 | -38.3% | -$22.20万 | 减仓 |
| ETSY | ETSY INC | $35.68万 | 0.00% | 7,138 | 2,246 | 45.9% | $11.23万 | 加仓 |
| — | VANECK ETF TRUST | $35.64万 | 0.00% | 3,025 | 20 | 0.7% | $2,357 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $35.57万 | 0.00% | 4,425 | -11,669 | -72.5% | -$93.80万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $35.46万 | 0.00% | 11,633 | 11,633 | — | $35.46万 | 新建仓 |
| RL | RALPH LAUREN CORP | $35.41万 | 0.00% | 1,029 | 165 | 19.1% | $5.68万 | 加仓 |
| BN | BROOKFIELD CORP | $35.39万 | 0.00% | 8,744 | 1,127 | 14.8% | $4.56万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $35.38万 | 0.00% | 5,178 | -499 | -8.8% | -$3.41万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $35.35万 | 0.00% | 675 | 66 | 10.8% | $3.46万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $35.33万 | 0.00% | 4,369 | -223 | -4.9% | -$1.80万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $35.14万 | 0.00% | 1,884 | -636 | -25.2% | -$11.86万 | 减仓 |
| HACK | AMPLIFY ETF TR | $35.02万 | 0.00% | 4,663 | 149 | 3.3% | $1.12万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $34.92万 | 0.00% | 3,614 | -625 | -14.7% | -$6.04万 | 减仓 |
| — | THERMON GROUP HLDGS INC | $34.51万 | 0.00% | 6,848 | 94 | 1.4% | $4,738 | 加仓 |
| HAS | HASBRO INC | $34.47万 | 0.00% | 3,682 | -117 | -3.1% | -$1.10万 | 减仓 |
| EPI | WISDOMTREE TR | $34.39万 | 0.00% | 8,430 | -8,795 | -51.1% | -$35.88万 | 减仓 |
| MELI | MERCADOLIBRE INC | $34.14万 | 0.00% | 197 | -257 | -56.6% | -$44.54万 | 减仓 |
| RRC | RANGE RES CORP | $34.12万 | 0.00% | 7,553 | -1,135 | -13.1% | -$5.13万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $34.03万 | 0.00% | 2,376 | -810 | -25.4% | -$11.60万 | 减仓 |
| ADC | AGREE RLTY CORP | $34.00万 | 0.00% | 4,510 | -387 | -7.9% | -$2.92万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $33.96万 | 0.00% | 6,611 | -265 | -3.9% | -$1.36万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $33.95万 | 0.00% | 1,716 | 333 | 24.1% | $6.59万 | 加仓 |
| — | ISHARES TR | $33.93万 | 0.00% | 7,327 | -8,017 | -52.2% | -$37.13万 | 减仓 |
| IMTM | ISHARES TR | $33.77万 | 0.00% | 7,033 | -288 | -3.9% | -$1.38万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $33.60万 | 0.00% | 13,775 | -4,550 | -24.8% | -$11.10万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $33.58万 | 0.00% | 4,679 | 4,679 | — | $33.58万 | 新建仓 |
| ALC | ALCON AG | $33.56万 | 0.00% | 4,454 | 4,454 | — | $33.56万 | 新建仓 |
| REG | REGENCY CTRS CORP | $33.56万 | 0.00% | 4,436 | 246 | 5.9% | $1.86万 | 加仓 |
| IYE | ISHARES TR | $33.56万 | 0.00% | 5,182 | -96 | -1.8% | -$6,218 | 减仓 |
| KIE | SPDR SERIES TRUST | $33.41万 | 0.00% | 6,075 | -441 | -6.8% | -$2.43万 | 减仓 |
| PPG | PPG INDS INC | $33.40万 | 0.00% | 3,125 | 265 | 9.3% | $2.83万 | 加仓 |
| HDEF | DBX ETF TR | $33.27万 | 0.00% | 10,265 | 10,265 | — | $33.27万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $33.23万 | 0.00% | 4,571 | 4,571 | — | $33.23万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $33.11万 | 0.00% | 1,850 | -87 | -4.5% | -$1.56万 | 减仓 |