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 |
|---|---|---|---|---|---|---|---|---|
| ESLT | ELBIT SYS LTD | $20.32万 | 0.00% | 268 | 268 | — | $20.32万 | 新建仓 |
| OIH | VANECK ETF TRUST | $20.31万 | 0.00% | 546 | -40 | -6.8% | -$1.49万 | 减仓 |
| COSO | COASTALSOUTH BANCSHARES INC | $20.31万 | 0.00% | 7,564 | 7,564 | — | $20.31万 | 新建仓 |
| SON | SONOCO PRODS CO | $20.29万 | 0.00% | 3,601 | -2,399 | -40.0% | -$13.52万 | 减仓 |
| RLAY | Relay Therapeutics Inc | $20.18万 | 0.00% | 10,787 | 353 | 3.4% | $6,605 | 加仓 |
| AMX | America Movil SAB de CV | $20.16万 | 0.00% | 7,758 | 7,758 | — | $20.16万 | 新建仓 |
| FSBC | Five Star Bancorp | $20.06万 | 0.00% | 4,120 | 4,120 | — | $20.06万 | 新建仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $20.06万 | 0.00% | 1,216 | 144 | 13.4% | $2.38万 | 加仓 |
| CE | CELANESE CORP DEL | $20.04万 | 0.00% | 4,356 | 4,356 | — | $20.04万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $20.02万 | 0.00% | 3,958 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $20.01万 | 0.00% | 4,931 | -2,083 | -29.7% | -$8.45万 | 重新持有 |
| ICVT | ISHARES TR | $19.99万 | 0.00% | 1,642 | 1,642 | — | $19.99万 | 新建仓 |
| — | PUTNAM ETF TRUST | $19.97万 | 0.00% | 26,912 | 7,107 | 35.9% | $5.27万 | 加仓 |
| DEM | WISDOMTREE TR | $19.96万 | 0.00% | 3,711 | 3,711 | — | $19.96万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $19.82万 | 0.00% | 2,703 | 2,703 | — | $19.82万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $19.71万 | 0.00% | 22,452 | 3,086 | 15.9% | $2.71万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $19.54万 | 0.00% | 4,480 | 4,480 | — | $19.54万 | 新建仓 |
| — | PROSHARES TR | $19.32万 | 0.00% | 2,348 | 2,348 | — | $19.32万 | 新建仓 |
| IHDG | WISDOMTREE TR | $19.27万 | 0.00% | 3,679 | 3,679 | — | $19.27万 | 新建仓 |
| URA | GLOBAL X FDS | $19.21万 | 0.00% | 4,395 | 4,395 | — | $19.21万 | 新建仓 |
| MAX | MediaAlpha Inc | $19.20万 | 0.00% | 15,273 | 15,273 | — | $19.20万 | 新建仓 |
| GTOP | GOLDMAN SACHS ETF TR | $19.17万 | 0.00% | 3,849 | 3,849 | — | $19.17万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $19.07万 | 0.00% | 739 | 739 | — | $19.07万 | 新建仓 |
| ICSH | ISHARES TR | $19.01万 | 0.00% | 3,759 | 3,759 | — | $19.01万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $18.95万 | 0.00% | 6,798 | 6,798 | — | $18.95万 | 新建仓 |
| RKT | ROCKET COS INC | $18.89万 | 0.00% | 11,995 | 1,568 | 15.0% | $2.47万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $18.78万 | 0.00% | 7,976 | 7,976 | — | $18.78万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $18.68万 | 0.00% | 3,708 | 3,708 | — | $18.68万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $18.58万 | 0.00% | 6,800 | 6,800 | — | $18.58万 | 新建仓 |
| IEUR | ISHARES TR | $18.48万 | 0.00% | 2,459 | 2,459 | — | $18.48万 | 新建仓 |
| TLTD | FLEXSHARES TR | $18.42万 | 0.00% | 1,878 | 1,878 | — | $18.42万 | 新建仓 |
| MAGN | Magnera Corp | $18.40万 | 0.00% | 15,658 | 15,658 | — | $18.40万 | 新建仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $18.36万 | 0.00% | 5,435 | 5,435 | — | $18.36万 | 新建仓 |
| HDEF | DBX ETF TR | $18.15万 | 0.00% | 5,648 | -4,617 | -45.0% | -$14.84万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $18.01万 | 0.00% | 1,977 | 1,977 | — | $18.01万 | 新建仓 |
| REMX | VANECK ETF TRUST | $17.91万 | 0.00% | 2,024 | 2,024 | — | $17.91万 | 新建仓 |
| IBMS | ISHARES TR | $17.91万 | 0.00% | 6,924 | 6,924 | — | $17.91万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $17.90万 | 0.00% | 30,696 | 5,600 | 22.3% | $3.26万 | 加仓 |
| KCE | SPDR SERIES TRUST | $17.86万 | 0.00% | 1,213 | 1,213 | — | $17.86万 | 新建仓 |
| SABR | SABRE CORP | $17.85万 | 0.00% | 85,397 | -1,738 | -2.0% | -$3,632 | 减仓 |
| HYLB | DBX ETF TR | $17.84万 | 0.00% | 4,886 | 4,886 | — | $17.84万 | 新建仓 |
| DFIP | DIMENSIONAL ETF TRUST | $17.72万 | 0.00% | 4,294 | -2,792 | -39.4% | -$11.52万 | 重新持有 |
| SMMV | ISHARES TR | $17.70万 | 0.00% | 3,845 | 3,845 | — | $17.70万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $17.66万 | 0.00% | 6,222 | 6,222 | — | $17.66万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $17.61万 | 0.00% | 30,679 | 30,679 | — | $17.61万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $17.59万 | 0.00% | 3,506 | 3,506 | — | $17.59万 | 新建仓 |
| EWC | ISHARES INC | $17.59万 | 0.00% | 3,052 | 3,052 | — | $17.59万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $17.48万 | 0.00% | 17,427 | 6,326 | 57.0% | $6.34万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $17.46万 | 0.00% | 20,690 | -22,398 | -52.0% | -$18.90万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $17.45万 | 0.00% | 22,146 | 22,146 | — | $17.45万 | 新建仓 |
| NVCR | NovoCure Ltd | $17.44万 | 0.00% | 11,511 | 1,482 | 14.8% | $2.25万 | 加仓 |
| SCCR | SCHWAB STRATEGIC TR | $17.35万 | 0.00% | 6,779 | 6,779 | — | $17.35万 | 新建仓 |
| IYF | ISHARES TR | $17.24万 | 0.00% | 1,352 | -301 | -18.2% | -$3.84万 | 重新持有 |
| PBR | PETROLEO BRASILEIRO S A | $17.10万 | 0.00% | 10,582 | 715 | 7.2% | $1.16万 | 加仓 |
| ANGL | VANECK ETF TRUST | $17.07万 | 0.00% | 5,838 | 5,838 | — | $17.07万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $17.07万 | 0.00% | 12,220 | 181 | 1.5% | $2,529 | 加仓 |
| JBLU | Jetblue Airways Corp | $17.05万 | 0.00% | 29,764 | 13,897 | 87.6% | $7.96万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $17.02万 | 0.00% | 3,725 | 3,725 | — | $17.02万 | 新建仓 |
| — | BLACKROCK FLOATING RATE INCO | $16.78万 | 0.00% | 15,272 | -505 | -3.2% | -$5,550 | 减仓 |
| UMH | UMH PPTYS INC | $16.73万 | 0.00% | 11,048 | 404 | 3.8% | $6,116 | 重新持有 |
| STPZ | PIMCO ETF TR | $16.67万 | 0.00% | 3,125 | 3,125 | — | $16.67万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $16.66万 | 0.00% | 6,050 | -3,500 | -36.6% | -$9.64万 | 减仓 |
| IYR | ISHARES TR | $16.63万 | 0.00% | 1,627 | -895 | -35.5% | -$9.15万 | 重新持有 |
| PJUL | INNOVATOR ETFS TRUST | $16.56万 | 0.00% | 3,393 | 3,393 | — | $16.56万 | 新建仓 |
| EZM | WISDOMTREE TR | $16.47万 | 0.00% | 2,173 | 2,173 | — | $16.47万 | 新建仓 |
| NLR | VANECK ETF TRUST | $16.24万 | 0.00% | 1,400 | 1,400 | — | $16.24万 | 新建仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $16.20万 | 0.00% | 4,718 | -1,854 | -28.2% | -$6.37万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $16.20万 | 0.00% | 2,027 | 2,027 | — | $16.20万 | 新建仓 |
| IHF | ISHARES TR | $16.10万 | 0.00% | 2,910 | 2,910 | — | $16.10万 | 新建仓 |
| AEG | AEGON LTD | $16.03万 | 0.00% | 18,997 | 4,815 | 34.0% | $4.06万 | 加仓 |
| — | EA SERIES TRUST | $16.01万 | 0.00% | 5,213 | 5,213 | — | $16.01万 | 新建仓 |
| ACWV | ISHARES INC | $15.93万 | 0.00% | 1,325 | 1,325 | — | $15.93万 | 新建仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $15.93万 | 0.00% | 6,800 | 6,800 | — | $15.93万 | 新建仓 |
| KEP | KOREA ELEC PWR CORP | $15.88万 | 0.00% | 13,121 | 13,121 | — | $15.88万 | 新建仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $15.86万 | 0.00% | 3,712 | 3,712 | — | $15.86万 | 新建仓 |
| UAA | Under Armour Inc | $15.85万 | 0.00% | 24,805 | 6,439 | 35.1% | $4.11万 | 加仓 |
| NB | NIOCORP DEVS LTD | $15.82万 | 0.00% | 32,820 | 11,539 | 54.2% | $5.56万 | 加仓 |
| — | ISHARES TR | $15.79万 | 0.00% | 5,461 | 5,461 | — | $15.79万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $15.78万 | 0.00% | 2,313 | -1,886 | -44.9% | -$12.86万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $15.72万 | 0.00% | 3,901 | 3,901 | — | $15.72万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $15.54万 | 0.00% | 5,270 | 5,270 | — | $15.54万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $15.54万 | 0.00% | 12,624 | 12,624 | — | $15.54万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $15.53万 | 0.00% | 13,328 | 2,814 | 26.8% | $3.28万 | 加仓 |
| NUMG | NUSHARES ETF TR | $15.49万 | 0.00% | 3,299 | 3,299 | — | $15.49万 | 新建仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $15.49万 | 0.00% | 7,336 | 7,336 | — | $15.49万 | 新建仓 |
| ITB | ISHARES TR | $15.48万 | 0.00% | 1,482 | 1,482 | — | $15.48万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $15.33万 | 0.00% | 14,212 | 14,212 | — | $15.33万 | 新建仓 |
| IWC | ISHARES TR | $15.12万 | 0.00% | 756 | 756 | — | $15.12万 | 新建仓 |
| XPH | SPDR SERIES TRUST | $15.11万 | 0.00% | 2,280 | -3,445 | -60.2% | -$22.83万 | 减仓 |
| RUM | RUM GROUP INC | $15.06万 | 0.00% | 23,756 | 5,803 | 32.3% | $3.68万 | 加仓 |
| IXG | ISHARES TR | $14.94万 | 0.00% | 1,200 | 1,200 | — | $14.94万 | 新建仓 |
| CLSK | Cleanspark Inc | $14.94万 | 0.00% | 10,265 | 10,265 | — | $14.94万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $14.79万 | 0.00% | 757 | 757 | — | $14.79万 | 新建仓 |
| IDGT | ISHARES TR | $14.67万 | 0.00% | 1,225 | 1,225 | — | $14.67万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $14.58万 | 0.00% | 31,561 | 1,287 | 4.3% | $5,946 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $14.55万 | 0.00% | 25,713 | 25,713 | — | $14.55万 | 新建仓 |
| — | WISDOMTREE TR | $14.47万 | 0.00% | 2,593 | -1,555 | -37.5% | -$8.68万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $14.41万 | 0.00% | 13,492 | 13,492 | — | $14.41万 | 新建仓 |
| NMAX | NEWSMAX INC | $14.36万 | 0.00% | 17,344 | 2,790 | 19.2% | $2.31万 | 加仓 |
| — | ISHARES TR | $14.31万 | 0.00% | 1,297 | 1,297 | — | $14.31万 | 新建仓 |