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 |
|---|---|---|---|---|---|---|---|---|
| — | FLEXSHARES TR | $53.79万 | 0.00% | 3,060 | 0 | 0.0% | — | 不变 |
| HFWA | HERITAGE FINL CORP WASH | $53.52万 | 0.00% | 18,069 | 1,255 | 7.5% | $3.72万 | 加仓 |
| RAA | ETF OPPORTUNITIES TRUST | $53.52万 | 0.00% | 18,150 | 7 | 0.0% | $206 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $53.26万 | 0.00% | 2,381 | 497 | 26.4% | $11.12万 | 加仓 |
| RL | RALPH LAUREN CORP | $53.20万 | 0.00% | 1,325 | 296 | 28.8% | $11.88万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $53.15万 | 0.00% | 7,749 | -31,954 | -80.5% | -$219.16万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $52.87万 | 0.00% | 7,099 | 7,099 | — | $52.87万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $52.55万 | 0.00% | 23,210 | 10,155 | 77.8% | $22.99万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $52.49万 | 0.00% | 51,358 | 9,571 | 22.9% | $9.78万 | 加仓 |
| AGCO | AGCO CORP | $52.38万 | 0.00% | 4,376 | 1,663 | 61.3% | $19.91万 | 加仓 |
| RMD | ResMed Inc | $52.18万 | 0.00% | 2,677 | 15 | 0.6% | $2,924 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $52.08万 | 0.00% | 6,970 | -316 | -4.3% | -$2.36万 | 减仓 |
| DGRS | WISDOMTREE TR | $51.89万 | 0.00% | 8,743 | 8,743 | — | $51.89万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $51.88万 | 0.00% | 9,459 | 9,459 | — | $51.88万 | 新建仓 |
| FISV | Fiserv Inc | $51.85万 | 0.00% | 10,571 | -1,804 | -14.6% | -$8.85万 | 减仓 |
| — | Janus Henderson Group PLC | $51.80万 | 0.00% | 9,972 | 3,361 | 50.8% | $17.46万 | 加仓 |
| KEY | KeyCorp | $51.62万 | 0.00% | 22,397 | 8,577 | 62.1% | $19.77万 | 重新持有 |
| CR | CRANE COMPANY | $51.60万 | 0.00% | 2,313 | 134 | 6.1% | $2.99万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $51.37万 | 0.00% | 2,343 | -152 | -6.1% | -$3.33万 | 减仓 |
| — | ISHARES INC | $51.36万 | 0.00% | 10,276 | -1,104 | -9.7% | -$5.52万 | 减仓 |
| BAND | Bandwidth Inc | $51.33万 | 0.00% | 8,109 | 8,109 | — | $51.33万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $51.11万 | 0.00% | 6,105 | -97 | -1.6% | -$8,121 | 减仓 |
| ICLN | ISHARES TR | $51.04万 | 0.00% | 24,911 | 10,307 | 70.6% | $21.12万 | 加仓 |
| HQY | HealthEquity Inc | $51.02万 | 0.00% | 5,649 | 449 | 8.6% | $4.06万 | 加仓 |
| RVTY | REVVITY INC | $50.84万 | 0.00% | 4,569 | 4,569 | — | $50.84万 | 新建仓 |
| REG | REGENCY CTRS CORP | $50.77万 | 0.00% | 6,367 | 1,931 | 43.5% | $15.40万 | 加仓 |
| OKTA | Okta Inc | $50.74万 | 0.00% | 3,719 | 3,719 | — | $50.74万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $50.72万 | 0.00% | 1,320 | 190 | 16.8% | $7.30万 | 加仓 |
| IYC | ISHARES TR | $50.70万 | 0.00% | 5,015 | -500 | -9.1% | -$5.06万 | 减仓 |
| ILCG | ISHARES TR | $50.65万 | 0.00% | 4,328 | 1,117 | 34.8% | $13.07万 | 加仓 |
| CAMT | Camtek Ltd | $50.52万 | 0.00% | 3,097 | 3,097 | — | $50.52万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.13万 | 0.00% | 18,704 | -1,350 | -6.7% | -$3.62万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $50.05万 | 0.00% | 1,394 | 1,394 | — | $50.05万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $50.02万 | 0.00% | 12,465 | -388 | -3.0% | -$1.56万 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $49.97万 | 0.00% | 14,963 | -20 | -0.1% | -$668 | 减仓 |
| THC | Tenet Healthcare Corp | $49.78万 | 0.00% | 2,661 | -741 | -21.8% | -$13.86万 | 减仓 |
| HACK | AMPLIFY ETF TR | $49.55万 | 0.00% | 4,722 | 59 | 1.3% | $6,191 | 加仓 |
| ORI | OLD REP INTL CORP | $49.52万 | 0.00% | 12,103 | 492 | 4.2% | $2.01万 | 加仓 |
| TWST | Twist Bioscience Corp | $49.24万 | 0.00% | 4,786 | -188 | -3.8% | -$1.93万 | 减仓 |
| WHD | Cactus Inc | $48.52万 | 0.00% | 9,471 | 2,515 | 36.2% | $12.88万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $48.24万 | 0.00% | 4,615 | 3,028 | 190.8% | $31.65万 | 重新持有 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $48.22万 | 0.00% | 55,169 | 371 | 0.7% | $3,243 | 加仓 |
| CAG | CONAGRA BRANDS INC | $48.17万 | 0.00% | 35,786 | 21,876 | 157.3% | $29.44万 | 加仓 |
| IREN | IREN LIMITED | $48.15万 | 0.00% | 10,529 | 10,529 | — | $48.15万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $47.93万 | 0.00% | 11,515 | 338 | 3.0% | $1.41万 | 加仓 |
| IYH | ISHARES TR | $47.88万 | 0.00% | 7,145 | -261 | -3.5% | -$1.75万 | 减仓 |
| HYG | ISHARES TR | $47.85万 | 0.00% | 5,983 | -1,846 | -23.6% | -$14.76万 | 减仓 |
| UBS | UBS GROUP AG | $47.47万 | 0.00% | 9,578 | 3,076 | 47.3% | $15.25万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $47.39万 | 0.00% | 1,430 | -170 | -10.6% | -$5.63万 | 减仓 |
| VOX | VANGUARD WORLD FD | $47.37万 | 0.00% | 2,575 | 312 | 13.8% | $5.74万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $47.23万 | 0.00% | 7,323 | 2,125 | 40.9% | $13.71万 | 加仓 |
| LVS | Las Vegas Sands Corp | $47.17万 | 0.00% | 10,212 | 64 | 0.6% | $2,956 | 加仓 |
| IEI | ISHARES TR | $47.05万 | 0.00% | 4,006 | -108 | -2.6% | -$1.27万 | 减仓 |
| RGLD | Royal Gold Inc | $47.03万 | 0.00% | 2,356 | 158 | 7.2% | $3.15万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $46.98万 | 0.00% | 23,618 | 1,614 | 7.3% | $3.21万 | 加仓 |
| BN | BROOKFIELD CORP | $46.97万 | 0.00% | 11,028 | 2,284 | 26.1% | $9.73万 | 加仓 |
| HNGE | Hinge Health Inc | $46.96万 | 0.00% | 5,658 | 466 | 9.0% | $3.87万 | 加仓 |
| BALL | Ball Corp | $46.91万 | 0.00% | 7,518 | -980 | -11.5% | -$6.11万 | 减仓 |
| FTAI | FTAI Aviation Ltd | $46.60万 | 0.00% | 1,722 | 57 | 3.4% | $1.54万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $46.56万 | 0.00% | 22,938 | 22,938 | — | $46.56万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $46.54万 | 0.00% | 5,104 | 3,205 | 168.8% | $29.22万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $46.33万 | 0.00% | 2,749 | -183 | -6.2% | -$3.08万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $46.13万 | 0.00% | 6,035 | 502 | 9.1% | $3.84万 | 加仓 |
| UMC | United Microelectronics Corp | $45.93万 | 0.00% | 16,879 | 5,191 | 44.4% | $14.12万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $45.82万 | 0.00% | 17,502 | -299 | -1.7% | -$7,828 | 减仓 |
| LH | LABCORP HOLDINGS INC | $45.64万 | 0.00% | 1,630 | -48 | -2.9% | -$1.34万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $45.49万 | 0.00% | 356 | -29 | -7.5% | -$3.71万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $45.44万 | 0.00% | 31,250 | 31,250 | — | $45.44万 | 新建仓 |
| ALG | Alamo Group Inc | $45.43万 | 0.00% | 2,762 | 538 | 24.2% | $8.85万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $45.23万 | 0.00% | 4,550 | 4,550 | — | $45.23万 | 新建仓 |
| — | ABERDEEN INDIA FD INC | $45.16万 | 0.00% | 38,432 | -17,580 | -31.4% | -$20.66万 | 减仓 |
| IVZ | INVESCO LTD | $45.15万 | 0.00% | 17,110 | 855 | 5.3% | $2.26万 | 加仓 |
| HTO | H2O AMERICA | $45.09万 | 0.00% | 7,420 | 207 | 2.9% | $1.26万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $44.93万 | 0.00% | 14,160 | 14,160 | — | $44.93万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $44.78万 | 0.00% | 1,636 | 593 | 56.9% | $16.23万 | 加仓 |
| COWG | PACER FDS TR | $44.77万 | 0.00% | 11,152 | -982 | -8.1% | -$3.94万 | 减仓 |
| ZM | Zoom Communications Inc | $44.53万 | 0.00% | 5,159 | 734 | 16.6% | $6.34万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $44.41万 | 0.00% | 12,562 | 2,164 | 20.8% | $7.65万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $44.30万 | 0.00% | 2,393 | -101 | -4.0% | -$1.87万 | 减仓 |
| ALNT | Allient Inc | $44.29万 | 0.00% | 4,303 | 103 | 2.5% | $1.06万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $44.16万 | 0.00% | 15,019 | 15,019 | — | $44.16万 | 新建仓 |
| NDSN | Nordson Corp | $44.11万 | 0.00% | 1,462 | 1,462 | — | $44.11万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $44.08万 | 0.00% | 2,591 | -203 | -7.3% | -$3.45万 | 减仓 |
| EWY | ISHARES INC | $44.07万 | 0.00% | 2,183 | 2,183 | — | $44.07万 | 新建仓 |
| KOP | Koppers Holdings Inc | $44.05万 | 0.00% | 9,810 | -430 | -4.2% | -$1.93万 | 减仓 |
| NDAQ | NASDAQ INC | $43.93万 | 0.00% | 5,573 | 2,759 | 98.0% | $21.75万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $43.91万 | 0.00% | 13,197 | 13,197 | — | $43.91万 | 新建仓 |
| G | GENPACT LIMITED | $43.79万 | 0.00% | 15,923 | -957 | -5.7% | -$2.63万 | 减仓 |
| BIIB | Biogen Inc | $43.73万 | 0.00% | 2,024 | 323 | 19.0% | $6.98万 | 加仓 |
| TOST | Toast Inc | $43.70万 | 0.00% | 15,707 | -1,495 | -8.7% | -$4.16万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $43.65万 | 0.00% | 5,722 | 1,043 | 22.3% | $7.96万 | 加仓 |
| MDB | MONGODB INC | $43.59万 | 0.00% | 1,298 | -243 | -15.8% | -$8.16万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $43.50万 | 0.00% | 2,268 | 646 | 39.8% | $12.39万 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $43.48万 | 0.00% | 14,602 | 4,720 | 47.8% | $14.06万 | 加仓 |
| TDC | TERADATA CORP DEL | $43.44万 | 0.00% | 12,537 | 12,537 | — | $43.44万 | 新建仓 |
| — | PROSHARES TR | $43.43万 | 0.00% | 5,382 | -2,973 | -35.6% | -$23.99万 | 减仓 |
| QDF | FLEXSHARES TR | $43.37万 | 0.00% | 4,823 | 0 | 0.0% | — | 不变 |
| NUEM | NUSHARES ETF TR | $43.36万 | 0.00% | 10,218 | -1,037 | -9.2% | -$4.40万 | 减仓 |
| STE | STERIS PLC | $43.16万 | 0.00% | 2,049 | 632 | 44.6% | $13.31万 | 加仓 |
| HLIO | Helios Technologies Inc | $42.94万 | 0.00% | 4,811 | 640 | 15.3% | $5.71万 | 加仓 |