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 |
|---|---|---|---|---|---|---|---|---|
| DAUG | FIRST TR EXCHNG TRADED FD VI | $20.47万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $20.44万 | 0.00% | 3,099 | 3,099 | — | $20.44万 | 新建仓 |
| DIOD | DIODES INC | $20.34万 | 0.00% | 2,980 | 2,980 | — | $20.34万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $20.32万 | 0.00% | 1,977 | -99 | -4.8% | -$1.02万 | 减仓 |
| ARKK | ARK ETF TR | $20.29万 | 0.00% | 3,002 | 3,002 | — | $20.29万 | 新建仓 |
| IX | ORIX CORP | $20.27万 | 0.00% | 6,758 | 6,758 | — | $20.27万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $20.26万 | 0.00% | 11,841 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $20.23万 | 0.00% | 2,612 | -276 | -9.6% | -$2.14万 | 减仓 |
| UPST | UPSTART HLDGS INC | $20.21万 | 0.00% | 7,879 | 7,879 | — | $20.21万 | 新建仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $20.10万 | 0.00% | 21,456 | -876 | -3.9% | -$8,208 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $20.03万 | 0.00% | 25,229 | 2,101 | 9.1% | $1.67万 | 加仓 |
| HNGE | HINGE HEALTH INC | $20.02万 | 0.00% | 5,192 | 5,192 | — | $20.02万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $20.01万 | 0.00% | 3,958 | 3,958 | — | $20.01万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $19.87万 | 0.00% | 10,877 | -1,158 | -9.6% | -$2.12万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $18.97万 | 0.00% | 15,312 | -4,215 | -21.6% | -$5.22万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $18.87万 | 0.00% | 16,268 | 2,184 | 15.5% | $2.53万 | 加仓 |
| ANGX | ANGEL STUDIOS INC | $18.46万 | 0.00% | 60,517 | 45,622 | 306.3% | $13.91万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $18.35万 | 0.00% | 21,190 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $18.20万 | 0.00% | 12,039 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $18.15万 | 0.00% | 24,828 | 3,080 | 14.2% | $2.25万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $17.95万 | 0.00% | 16,487 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $17.39万 | 0.00% | 15,777 | 0 | 0.0% | — | 不变 |
| HLIT | HARMONIC INC | $17.17万 | 0.00% | 19,119 | -3,576 | -15.8% | -$3.21万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $16.62万 | 0.00% | 15,982 | 4,136 | 34.9% | $4.30万 | 加仓 |
| QNST | QUINSTREET INC | $16.61万 | 0.00% | 13,831 | 2,459 | 21.6% | $2.95万 | 加仓 |
| BVS | BIOVENTUS INC | $16.45万 | 0.00% | 18,022 | -171 | -0.9% | -$1,561 | 减仓 |
| XNCR | XENCOR INC | $16.43万 | 0.00% | 13,623 | 435 | 3.3% | $5,246 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $15.47万 | 0.00% | 35,249 | -1,422 | -3.9% | -$6,243 | 减仓 |
| NMR | NOMURA HLDGS INC | $15.28万 | 0.00% | 19,366 | 666 | 3.6% | $5,255 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $14.96万 | 0.00% | 13,006 | 13,006 | — | $14.96万 | 新建仓 |
| SBH | SALLY BEAUTY HLDGS INC | $14.92万 | 0.00% | 10,770 | -419 | -3.7% | -$5,803 | 减仓 |
| RKT | ROCKET COS INC | $14.86万 | 0.00% | 10,427 | 10,427 | — | $14.86万 | 新建仓 |
| — | PUTNAM ETF TRUST | $14.42万 | 0.00% | 19,805 | -6,378 | -24.4% | -$4.64万 | 减仓 |
| — | UDEMY INC | $14.27万 | 0.00% | 30,879 | 1,506 | 5.1% | $6,958 | 加仓 |
| MATV | MATIV HOLDINGS INC | $14.16万 | 0.00% | 16,280 | -2,071 | -11.3% | -$1.80万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $14.02万 | 0.00% | 30,274 | -313 | -1.0% | -$1,449 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $13.65万 | 0.00% | 12,490 | 12,490 | — | $13.65万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $13.39万 | 0.00% | 25,903 | -47,167 | -64.6% | -$24.39万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $13.17万 | 0.00% | 13,858 | 13,858 | — | $13.17万 | 新建仓 |
| SSL | SASOL LTD | $13.08万 | 0.00% | 10,096 | 12 | 0.1% | $156 | 加仓 |
| MSIF | MSC INCOME FUND INC | $12.94万 | 0.00% | 10,620 | 10,620 | — | $12.94万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $12.82万 | 0.00% | 17,975 | 2,832 | 18.7% | $2.02万 | 加仓 |
| SABR | SABRE CORP | $12.63万 | 0.00% | 87,135 | 4,041 | 4.9% | $5,859 | 加仓 |
| AGNC | AGNC INVT CORP | $12.62万 | 0.00% | 12,586 | 1,647 | 15.1% | $1.65万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.62万 | 0.00% | 25,096 | -4,044 | -13.9% | -$2.03万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $12.55万 | 0.00% | 10,514 | 10,514 | — | $12.55万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $12.50万 | 0.00% | 11,128 | 81 | 0.7% | $910 | 加仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $12.33万 | 0.00% | 20,974 | 557 | 2.7% | $3,275 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $12.14万 | 0.00% | 10,045 | -703 | -6.5% | -$8,499 | 减仓 |
| SMR | NUSCALE PWR CORP | $12.03万 | 0.00% | 11,101 | 11,101 | — | $12.03万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $12.01万 | 0.00% | 23,322 | -4,428 | -16.0% | -$2.28万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $11.84万 | 0.00% | 10,167 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $11.62万 | 0.00% | 12,253 | -7,177 | -36.9% | -$6.80万 | 减仓 |
| NEWT | NEWTEKONE INC | $11.29万 | 0.00% | 10,306 | 10,306 | — | $11.29万 | 新建仓 |
| NVCR | NOVOCURE LTD | $10.93万 | 0.00% | 10,029 | 10,029 | — | $10.93万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $10.85万 | 0.00% | 18,366 | 18,366 | — | $10.85万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $10.75万 | 0.00% | 14,011 | -3,429 | -19.7% | -$2.63万 | 减仓 |
| MDXG | MIMEDX GROUP INC | $10.57万 | 0.00% | 26,763 | 3,674 | 15.9% | $1.45万 | 加仓 |
| DCH | DAUCH CORP | $10.54万 | 0.00% | 17,767 | -3,376 | -16.0% | -$2.00万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $10.50万 | 0.00% | 11,688 | -5,424 | -31.7% | -$4.87万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $10.38万 | 0.00% | 10,434 | -2,068 | -16.5% | -$2.06万 | 减仓 |
| AEG | AEGON LTD | $10.30万 | 0.00% | 14,182 | 494 | 3.6% | $3,586 | 加仓 |
| — | SIGA TECHNOLOGIES INC | $10.23万 | 0.00% | 19,127 | -1,028 | -5.1% | -$5,500 | 减仓 |
| — | VOLATILITY SHS TR | $10.18万 | 0.00% | 13,425 | 13,425 | — | $10.18万 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $9.76万 | 0.00% | 13,790 | 13,790 | — | $9.76万 | 新建仓 |
| NB | NIOCORP DEVS LTD | $9.49万 | 0.00% | 21,281 | -219 | -1.0% | -$977 | 减仓 |
| LPL | LG DISPLAY CO LTD | $9.48万 | 0.00% | 24,436 | -3,171 | -11.5% | -$1.23万 | 减仓 |
| RUM | RUMBLE INC | $9.16万 | 0.00% | 17,953 | 17,953 | — | $9.16万 | 新建仓 |
| TIC | TIC SOLUTIONS INC | $8.99万 | 0.00% | 13,667 | 1,718 | 14.4% | $1.13万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $8.64万 | 0.00% | 12,582 | -2,044 | -14.0% | -$1.40万 | 减仓 |
| ICL | ICL GROUP LTD | $8.10万 | 0.00% | 15,706 | -2,392 | -13.2% | -$1.23万 | 减仓 |
| NMAX | NEWSMAX INC | $7.60万 | 0.00% | 14,554 | 14,554 | — | $7.60万 | 新建仓 |
| AMPL | AMPLITUDE INC | $7.50万 | 0.00% | 11,003 | 11,003 | — | $7.50万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $7.01万 | 0.00% | 15,867 | 15,867 | — | $7.01万 | 新建仓 |
| ACCO | ACCO BRANDS CORP | $6.71万 | 0.00% | 22,361 | -2,662 | -10.6% | -$7,986 | 减仓 |
| RPD | RAPID7 INC | $6.07万 | 0.00% | 11,008 | 11,008 | — | $6.07万 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $5.75万 | 0.00% | 10,432 | -1,372 | -11.6% | -$7,560 | 减仓 |
| WIT | WIPRO LTD | $4.33万 | 0.00% | 20,430 | -8,322 | -28.9% | -$1.76万 | 减仓 |
| — | FEMASYS INC | $4.20万 | 0.00% | 100,000 | 100,000 | — | $4.20万 | 新建仓 |
| — | WILLAMETTE VALLEY VINEYARDS | $4.06万 | 0.00% | 15,792 | 0 | 0.0% | — | 不变 |
| — | HYPERFINE INC | $3.75万 | 0.00% | 34,725 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW | $3.61万 | 0.00% | 10,062 | 10,062 | — | $3.61万 | 新建仓 |
| OPK | OPKO HEALTH INC | $3.44万 | 0.00% | 30,170 | 724 | 2.5% | $825 | 加仓 |
| — | AGENUS INC | $3.34万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC | $3.29万 | 0.00% | 16,799 | 501 | 3.1% | $982 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $3.25万 | 0.00% | 13,314 | -940 | -6.6% | -$2,294 | 减仓 |
| — | DEFINITIVE HEALTHCARE CORP | $3.10万 | 0.00% | 25,182 | 25,182 | — | $3.10万 | 新建仓 |
| PLUG | PLUG PWR INC | $3.08万 | 0.00% | 13,632 | 1,950 | 16.7% | $4,407 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2.92万 | 0.00% | 12,224 | -4,266 | -25.9% | -$1.02万 | 减仓 |
| — | CYTOSORBENTS CORP | $1.59万 | 0.00% | 28,000 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $1.51万 | 0.00% | 10,622 | 10,622 | — | $1.51万 | 新建仓 |
| — | HEALTH CATALYST INC | $1.33万 | 0.00% | 10,453 | 10,453 | — | $1.33万 | 新建仓 |
| — | BEYOND MEAT INC | $1.04万 | 0.00% | 14,753 | 14,753 | — | $1.04万 | 新建仓 |
| — | WM TECHNOLOGY INC | $7,167 | 0.00% | 10,885 | 170 | 1.6% | $112 | 加仓 |
| — | CREATIVE MEDIA & CMNTY TR | $6,720 | 0.00% | 10,937 | 10,937 | — | $6,720 | 新建仓 |
| — | CID HOLDCO INC | $3,476 | 0.00% | 20,230 | 20,230 | — | $3,476 | 新建仓 |
| — | 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 |