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 |
|---|---|---|---|---|---|---|---|---|
| CDXS | Codexis Inc | $3.45万 | 0.00% | 15,277 | 15,277 | — | $3.45万 | 新建仓 |
| — | AGENUS INC | $3.06万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2.57万 | 0.00% | 12,256 | 32 | 0.3% | $67 | 加仓 |
| — | MFS INTER INCOME TR | $2.53万 | 0.00% | 10,225 | 10,225 | — | $2.53万 | 新建仓 |
| — | Definitive Healthcare Corp | $2.51万 | 0.00% | 30,152 | 4,970 | 19.7% | $4,130 | 加仓 |
| PSEC | PROSPECT CAP CORP | $2.42万 | 0.00% | 10,490 | 10,490 | — | $2.42万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $2.35万 | 0.00% | 11,304 | -2,010 | -15.1% | -$4,181 | 减仓 |
| — | PROKIDNEY CORP | $2.04万 | 0.00% | 10,000 | 10,000 | — | $2.04万 | 新建仓 |
| — | loanDepot Inc | $1.33万 | 0.00% | 10,655 | 33 | 0.3% | $41 | 加仓 |
| — | CYTOSORBENTS CORP | $1.05万 | 0.00% | 28,000 | 0 | 0.0% | — | 不变 |
| — | GoldMining Inc | $9,977 | 0.00% | 11,000 | 11,000 | — | $9,977 | 新建仓 |
| — | Tenaya Therapeutics Inc | $7,576 | 0.00% | 10,250 | 10,250 | — | $7,576 | 新建仓 |
| — | COHEN & STEERS QUALITY INCOM | $187 | 0.00% | 12,532 | 12,532 | — | $187 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -976,115 | -100.0% | -$1.66亿 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -137,530 | -100.0% | -$1,262.94万 | 清仓 |
| ICUI | ICU MED INC | $0 | 0.00% | 0 | -32,524 | -100.0% | -$420.05万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -16,830 | -100.0% | -$261.74万 | 清仓 |
| IDA | IDACORP INC | $0 | 0.00% | 0 | -17,550 | -100.0% | -$250.91万 | 清仓 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | -11,865 | -100.0% | -$203.62万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -1,749 | -100.0% | -$186.71万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -15,718 | -100.0% | -$181.54万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,473 | -100.0% | -$177.71万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -35,539 | -100.0% | -$164.83万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -16,541 | -100.0% | -$159.57万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -6,680 | -100.0% | -$159.12万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -3,588 | -100.0% | -$156.51万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -16,768 | -100.0% | -$126.75万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -21,545 | -100.0% | -$125.82万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -12,346 | -100.0% | -$118.51万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -6,193 | -100.0% | -$117.52万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -10,452 | -100.0% | -$111.59万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -30,927 | -100.0% | -$108.68万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -911 | -100.0% | -$105.56万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -3,185 | -100.0% | -$100.06万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -261 | -100.0% | -$88.05万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -4,936 | -100.0% | -$86.71万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -14,308 | -100.0% | -$77.63万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -9,256 | -100.0% | -$75.69万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -44,431 | -100.0% | -$75.16万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -27,558 | -100.0% | -$72.56万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -7,657 | -100.0% | -$71.45万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -3,734 | -100.0% | -$71.15万 | 清仓 |
| — | WHITESTONE REIT | $0 | 0.00% | 0 | -43,897 | -100.0% | -$70.89万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -1,093 | -100.0% | -$64.36万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -11,971 | -100.0% | -$63.17万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -1,943 | -100.0% | -$62.51万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -6,495 | -100.0% | -$60.97万 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -6,993 | -100.0% | -$60.24万 | 清仓 |
| SR | SPIRE INC | $0 | 0.00% | 0 | -6,575 | -100.0% | -$59.53万 | 清仓 |
| BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | -8,491 | -100.0% | -$58.94万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2,652 | -100.0% | -$57.43万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -920 | -100.0% | -$55.68万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -2,538 | -100.0% | -$53.06万 | 清仓 |
| NMIH | NMI HLDGS INC | $0 | 0.00% | 0 | -13,902 | -100.0% | -$52.15万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -19,992 | -100.0% | -$51.74万 | 清仓 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | -39,670 | -100.0% | -$51.02万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -3,882 | -100.0% | -$50.91万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -6,599 | -100.0% | -$50.74万 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -14,985 | -100.0% | -$50.51万 | 清仓 |
| BGC | BGC GROUP INC | $0 | 0.00% | 0 | -51,549 | -100.0% | -$50.41万 | 清仓 |
| PI | IMPINJ INC | $0 | 0.00% | 0 | -4,795 | -100.0% | -$49.24万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -20,225 | -100.0% | -$48.26万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -3,525 | -100.0% | -$48.10万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -3,130 | -100.0% | -$47.92万 | 清仓 |
| SANM | SANMINA CORP | $0 | 0.00% | 0 | -3,681 | -100.0% | -$47.72万 | 清仓 |
| DBD | DIEBOLD NIXDORF INC | $0 | 0.00% | 0 | -6,182 | -100.0% | -$46.64万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -11,195 | -100.0% | -$46.63万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -7,145 | -100.0% | -$46.59万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | -9,665 | -100.0% | -$46.36万 | 清仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $0 | 0.00% | 0 | -15,817 | -100.0% | -$46.15万 | 清仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $0 | 0.00% | 0 | -21,409 | -100.0% | -$45.79万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -27,367 | -100.0% | -$45.76万 | 清仓 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | -13,192 | -100.0% | -$44.75万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -10,417 | -100.0% | -$44.33万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -9,134 | -100.0% | -$42.85万 | 清仓 |
| THFF | FIRST FINANCIAL CORPORATION | $0 | 0.00% | 0 | -6,715 | -100.0% | -$42.44万 | 清仓 |
| PLOW | DOUGLAS DYNAMICS INC | $0 | 0.00% | 0 | -10,042 | -100.0% | -$42.27万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -1,265 | -100.0% | -$42.20万 | 清仓 |
| RAMP | LIVERAMP HLDGS INC | $0 | 0.00% | 0 | -15,896 | -100.0% | -$42.16万 | 清仓 |
| MYRG | MYR GROUP INC | $0 | 0.00% | 0 | -1,464 | -100.0% | -$41.33万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -6,330 | -100.0% | -$39.51万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -2,089 | -100.0% | -$39.12万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -5,021 | -100.0% | -$38.32万 | 清仓 |
| NWN | NORTHWEST NAT HLDG CO | $0 | 0.00% | 0 | -7,139 | -100.0% | -$38.00万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -2,098 | -100.0% | -$37.94万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -10,209 | -100.0% | -$37.61万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -27,879 | -100.0% | -$37.08万 | 清仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,633 | -100.0% | -$35.46万 | 清仓 |
| NHI | NATIONAL HEALTH INVS INC | $0 | 0.00% | 0 | -4,369 | -100.0% | -$35.33万 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -6,848 | -100.0% | -$34.51万 | 清仓 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | -4,510 | -100.0% | -$34.00万 | 清仓 |
| OIS | OIL STS INTL INC | $0 | 0.00% | 0 | -28,225 | -100.0% | -$32.85万 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -6,262 | -100.0% | -$32.41万 | 清仓 |
| AUGO | AURA MINERALS INC | $0 | 0.00% | 0 | -3,970 | -100.0% | -$32.40万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,872 | -100.0% | -$32.35万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -4,034 | -100.0% | -$32.25万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -3,837 | -100.0% | -$32.13万 | 清仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $0 | 0.00% | 0 | -29,667 | -100.0% | -$32.04万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -2,707 | -100.0% | -$31.85万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -5,669 | -100.0% | -$31.53万 | 清仓 |