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 |
|---|---|---|---|---|---|---|---|---|
| ABEV | AMBEV SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UMH | UMH PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $0 | 0.00% | 0 | -17,921 | -100.0% | -$15.43万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -15,323 | -100.0% | -$15.29万 | 清仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOD | VODAFONE GROUP PLC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -16,256 | -100.0% | -$13.54万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -14,539 | -100.0% | -$13.54万 | 清仓 |
| VIV | TELEFONICA BRASIL SA | $0 | 0.00% | 0 | -11,401 | -100.0% | -$13.52万 | 清仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $0 | 0.00% | 0 | -14,461 | -100.0% | -$13.41万 | 清仓 |
| SPT | SPROUT SOCIAL INC | $0 | 0.00% | 0 | -10,139 | -100.0% | -$11.43万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$11.16万 | 清仓 |
| — | KRONOS WORLDWIDE INC | $0 | 0.00% | 0 | -24,840 | -100.0% | -$10.98万 | 清仓 |
| — | SEVEN HILLS REALTY TRUST | $0 | 0.00% | 0 | -10,954 | -100.0% | -$9.75万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -46,343 | -100.0% | -$9.04万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -16,789 | -100.0% | -$6.38万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -10,400 | -100.0% | -$4.30万 | 清仓 |
| — | ASPIRE BIOPHARMA HLDGS INC | $0 | 0.00% | 0 | -62,685 | -100.0% | -$8,268 | 清仓 |