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 |
|---|---|---|---|---|---|---|---|---|
| DXCM | DEXCOM INC | $29.80万 | 0.00% | 4,425 | 119 | 2.8% | $8,014 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $29.79万 | 0.00% | 16,614 | 6,907 | 71.2% | $12.38万 | 重新持有 |
| CRBN | ISHARES TR | $29.72万 | 0.00% | 1,175 | -15 | -1.3% | -$3,795 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $29.62万 | 0.00% | 2,251 | 2,251 | — | $29.62万 | 新建仓 |
| FTS | Fortis Inc | $29.58万 | 0.00% | 5,169 | 5,169 | — | $29.58万 | 新建仓 |
| HYD | VANECK ETF TRUST | $29.58万 | 0.00% | 5,742 | 5,742 | — | $29.58万 | 新建仓 |
| EUFN | ISHARES TR | $29.50万 | 0.00% | 7,565 | 7,565 | — | $29.50万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $29.47万 | 0.00% | 1,204 | 1,204 | — | $29.47万 | 新建仓 |
| IX | ORIX CORP | $29.46万 | 0.00% | 7,743 | 985 | 14.6% | $3.75万 | 加仓 |
| DVA | Davita Inc | $29.41万 | 0.00% | 1,322 | 1,322 | — | $29.41万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $29.30万 | 0.00% | 11,289 | 2,096 | 22.8% | $5.44万 | 加仓 |
| PHIN | Phinia Inc | $29.25万 | 0.00% | 3,551 | -285 | -7.4% | -$2.35万 | 减仓 |
| TLTE | FLEXSHARES TR | $29.19万 | 0.00% | 3,772 | -650 | -14.7% | -$5.03万 | 减仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $29.14万 | 0.00% | 10,504 | -170 | -1.6% | -$4,716 | 减仓 |
| CAM | AB ACTIVE ETFS INC | $29.14万 | 0.00% | 11,580 | 11,580 | — | $29.14万 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $29.07万 | 0.00% | 7,451 | -142 | -1.9% | -$5,539 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $29.06万 | 0.00% | 11,545 | 11,545 | — | $29.06万 | 新建仓 |
| MCB | METROPOLITAN BK HLDG CORP | $29.01万 | 0.00% | 2,937 | -25 | -0.8% | -$2,469 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $29.00万 | 0.00% | 6,874 | 6,874 | — | $29.00万 | 新建仓 |
| TR | Tootsie Roll Inds Inc | $28.80万 | 0.00% | 7,282 | 7,282 | — | $28.80万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $28.77万 | 0.00% | 3,765 | -806 | -17.6% | -$6.16万 | 减仓 |
| ALKS | ALKERMES PLC | $28.76万 | 0.00% | 5,489 | 5,489 | — | $28.76万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $28.65万 | 0.00% | 7,946 | 1,506 | 23.4% | $5.43万 | 重新持有 |
| ARMK | Aramark | $28.65万 | 0.00% | 5,035 | 5,035 | — | $28.65万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $28.49万 | 0.00% | 13,857 | -2,291 | -14.2% | -$4.71万 | 减仓 |
| VICI | VICI PPTYS INC | $28.49万 | 0.00% | 10,730 | -605 | -5.3% | -$1.61万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $28.42万 | 0.00% | 6,987 | -181 | -2.5% | -$7,361 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $28.14万 | 0.00% | 5,324 | 5,324 | — | $28.14万 | 新建仓 |
| — | VANECK ETF TRUST | $28.06万 | 0.00% | 5,555 | 1,335 | 31.6% | $6.74万 | 加仓 |
| AOM | ISHARES TR | $28.02万 | 0.00% | 5,616 | -748 | -11.8% | -$3.73万 | 减仓 |
| TMFC | RBB FD INC | $27.99万 | 0.00% | 3,676 | 577 | 18.6% | $4.39万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $27.97万 | 0.00% | 4,380 | 4,380 | — | $27.97万 | 新建仓 |
| PKX | POSCO HOLDINGS INC | $27.81万 | 0.00% | 5,413 | 5,413 | — | $27.81万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $27.78万 | 0.00% | 9,450 | 0 | 0.0% | — | 不变 |
| AGX | Argan Inc | $27.71万 | 0.00% | 347 | 347 | — | $27.71万 | 新建仓 |
| TTD | THE TRADE DESK INC | $27.70万 | 0.00% | 15,320 | -611 | -3.8% | -$1.10万 | 减仓 |
| HUM | Humana Inc | $27.63万 | 0.00% | 696 | 696 | — | $27.63万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $27.59万 | 0.00% | 28,121 | 6,931 | 32.7% | $6.80万 | 加仓 |
| EFAV | ISHARES TR | $27.58万 | 0.00% | 3,145 | -1,894 | -37.6% | -$16.61万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $27.54万 | 0.00% | 3,343 | 3,343 | — | $27.54万 | 新建仓 |
| MP | MP MATERIALS CORP | $27.51万 | 0.00% | 4,912 | 4,912 | — | $27.51万 | 新建仓 |
| HGV | Hilton Grand Vacations Inc | $27.50万 | 0.00% | 5,251 | 5,251 | — | $27.50万 | 新建仓 |
| VTRS | VIATRIS INC | $27.47万 | 0.00% | 17,301 | 1,495 | 9.5% | $2.37万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $27.42万 | 0.00% | 8,036 | 8,036 | — | $27.42万 | 新建仓 |
| MHK | MOHAWK INDS INC | $27.38万 | 0.00% | 2,257 | 2,257 | — | $27.38万 | 新建仓 |
| TLH | ISHARES TR | $27.36万 | 0.00% | 2,727 | -305 | -10.1% | -$3.06万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $27.24万 | 0.00% | 3,360 | 129 | 4.0% | $1.05万 | 加仓 |
| KVUE | KENVUE INC | $27.21万 | 0.00% | 14,237 | -1,828 | -11.4% | -$3.49万 | 减仓 |
| UPST | UPSTART HLDGS INC | $27.14万 | 0.00% | 7,661 | -218 | -2.8% | -$7,724 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $27.07万 | 0.00% | 2,452 | 2,452 | — | $27.07万 | 新建仓 |
| BANR | Banner Corp | $26.91万 | 0.00% | 4,051 | 4,051 | — | $26.91万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $26.89万 | 0.00% | 1,264 | 1,264 | — | $26.89万 | 新建仓 |
| RS | RELIANCE INC | $26.85万 | 0.00% | 719 | -112 | -13.5% | -$4.18万 | 重新持有 |
| AOK | ISHARES TR | $26.68万 | 0.00% | 6,432 | 20 | 0.3% | $830 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $26.58万 | 0.00% | 6,076 | 257 | 4.4% | $1.12万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $26.58万 | 0.00% | 4,413 | 4,413 | — | $26.58万 | 新建仓 |
| EPS | WISDOMTREE TR | $26.54万 | 0.00% | 3,412 | 3,412 | — | $26.54万 | 新建仓 |
| AMCR | AMCOR PLC | $26.54万 | 0.00% | 6,122 | 6,122 | — | $26.54万 | 新建仓 |
| MTX | Minerals Technologies Inc | $26.52万 | 0.00% | 3,585 | -345 | -8.8% | -$2.55万 | 减仓 |
| GDDY | GODADDY INC | $26.50万 | 0.00% | 3,122 | 1,368 | 78.0% | $11.61万 | 重新持有 |
| HL | HECLA MINING COMPANY | $26.44万 | 0.00% | 17,138 | -2,035 | -10.6% | -$3.14万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.43万 | 0.00% | 4,422 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $26.40万 | 0.00% | 1,565 | -64 | -3.9% | -$1.08万 | 减仓 |
| GSAT | Globalstar Inc | $26.33万 | 0.00% | 3,239 | 3,239 | — | $26.33万 | 新建仓 |
| CDE | COEUR MNG INC | $26.26万 | 0.00% | 16,092 | -19,195 | -54.4% | -$31.33万 | 减仓 |
| RBLX | ROBLOX CORP | $26.22万 | 0.00% | 4,821 | 533 | 12.4% | $2.90万 | 重新持有 |
| ARCC | Ares Capital Corp | $26.18万 | 0.00% | 14,131 | 14,131 | — | $26.18万 | 新建仓 |
| IBEX | IBEX Ltd | $26.15万 | 0.00% | 8,610 | -295 | -3.3% | -$8,959 | 减仓 |
| NXT | NEXTPOWER INC | $26.14万 | 0.00% | 2,194 | 2,194 | — | $26.14万 | 新建仓 |
| FYLD | CAMBRIA ETF TR | $26.09万 | 0.00% | 7,150 | 7,150 | — | $26.09万 | 新建仓 |
| IGEB | ISHARES TR | $26.03万 | 0.00% | 5,771 | 5,771 | — | $26.03万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $25.98万 | 0.00% | 36,230 | 36,230 | — | $25.98万 | 新建仓 |
| — | VANECK ETF TRUST | $25.91万 | 0.00% | 2,174 | -851 | -28.1% | -$10.14万 | 减仓 |
| — | PROSHARES TR | $25.88万 | 0.00% | 2,391 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $25.85万 | 0.00% | 10,009 | -2,609 | -20.7% | -$6.74万 | 重新持有 |
| ARTY | ISHARES TR | $25.64万 | 0.00% | 3,367 | 3,367 | — | $25.64万 | 新建仓 |
| FSUN | FIRSTSUN CAP BANCORP | $25.63万 | 0.00% | 6,608 | 6,608 | — | $25.63万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP | $25.62万 | 0.00% | 13,118 | -752 | -5.4% | -$1.47万 | 减仓 |
| GRNY | TIDAL TRUST I | $25.52万 | 0.00% | 9,231 | 9,231 | — | $25.52万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $25.50万 | 0.00% | 4,286 | -2,843 | -39.9% | -$16.92万 | 减仓 |
| IMCG | ISHARES TR | $25.49万 | 0.00% | 2,593 | 2,593 | — | $25.49万 | 新建仓 |
| VMC | VULCAN MATLS CO | $25.37万 | 0.00% | 860 | 48 | 5.9% | $1.42万 | 加仓 |
| MINO | PIMCO ETF TR | $25.31万 | 0.00% | 5,532 | 5,532 | — | $25.31万 | 新建仓 |
| VCYT | Veracyte Inc | $25.27万 | 0.00% | 4,302 | 4,302 | — | $25.27万 | 新建仓 |
| SHY | ISHARES TR | $25.27万 | 0.00% | 3,077 | 3,077 | — | $25.27万 | 新建仓 |
| BCE | BCE Inc | $25.20万 | 0.00% | 11,714 | 11,714 | — | $25.20万 | 新建仓 |
| CPAY | Corpay Inc | $25.19万 | 0.00% | 756 | 756 | — | $25.19万 | 新建仓 |
| — | NUSHARES ETF TR | $25.14万 | 0.00% | 4,644 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $25.13万 | 0.00% | 8,170 | 8,170 | — | $25.13万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $25.11万 | 0.00% | 18,682 | -9,818 | -34.4% | -$13.20万 | 减仓 |
| RYAAY | Ryanair Holdings PLC | $25.05万 | 0.00% | 3,869 | 86 | 2.3% | $5,569 | 加仓 |
| IYM | ISHARES TR | $25.03万 | 0.00% | 1,394 | -96 | -6.4% | -$1.72万 | 减仓 |
| QUS | SPDR SERIES TRUST | $25.00万 | 0.00% | 1,338 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $24.92万 | 0.00% | 2,809 | 134 | 5.0% | $1.19万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $24.91万 | 0.00% | 3,416 | -79 | -2.3% | -$5,761 | 减仓 |
| CPRT | Copart Inc | $24.90万 | 0.00% | 8,835 | 329 | 3.9% | $9,274 | 重新持有 |
| SEIC | SEI INVTS CO | $24.87万 | 0.00% | 2,835 | 2,835 | — | $24.87万 | 新建仓 |
| — | GLOBAL X FDS | $24.85万 | 0.00% | 7,784 | -493 | -6.0% | -$1.57万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $24.79万 | 0.00% | 1,616 | 1,616 | — | $24.79万 | 新建仓 |
| FIVN | Five9 Inc | $24.78万 | 0.00% | 11,623 | 11,623 | — | $24.78万 | 新建仓 |