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 |
|---|---|---|---|---|---|---|---|---|
| FLJP | FRANKLIN TEMPLETON ETF TR | $841.47万 | 0.03% | 211,689 | 197,365 | 1,377.9% | $784.53万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $839.88万 | 0.03% | 174,538 | 1,363 | 0.8% | $6.56万 | 加仓 |
| DIS | DISNEY WALT CO | $837.76万 | 0.03% | 87,040 | 2,411 | 2.8% | $23.21万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $829.32万 | 0.03% | 136,424 | 82,448 | 152.7% | $501.20万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $818.81万 | 0.03% | 73,049 | 63,754 | 685.9% | $714.62万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $816.42万 | 0.03% | 35,380 | -6,762 | -16.0% | -$156.04万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $796.28万 | 0.03% | 15,882 | -9,369 | -37.1% | -$469.73万 | 减仓 |
| MO | ALTRIA GROUP INC | $785.91万 | 0.03% | 109,229 | 16,578 | 17.9% | $119.28万 | 加仓 |
| USB | US Bancorp | $776.06万 | 0.03% | 128,486 | 4,453 | 3.6% | $26.90万 | 加仓 |
| CVS | CVS HEALTH CORP | $771.14万 | 0.03% | 74,542 | 5,958 | 8.7% | $61.64万 | 加仓 |
| SBUX | Starbucks Corp | $768.58万 | 0.03% | 75,211 | 15,664 | 26.3% | $160.07万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $767.29万 | 0.03% | 9,654 | -996 | -9.4% | -$79.16万 | 减仓 |
| HSY | HERSHEY CO | $766.00万 | 0.03% | 43,659 | 35,837 | 458.2% | $628.76万 | 加仓 |
| DGRO | ISHARES TR | $764.14万 | 0.03% | 100,823 | 7,518 | 8.1% | $56.98万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $759.93万 | 0.03% | 14,547 | 1,565 | 12.1% | $81.75万 | 加仓 |
| AGZ | ISHARES TR | $756.62万 | 0.03% | 69,239 | 65,809 | 1,918.6% | $719.14万 | 加仓 |
| IWV | ISHARES TR | $755.29万 | 0.03% | 17,713 | 1,610 | 10.0% | $68.65万 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $754.87万 | 0.03% | 513,166 | -30,902 | -5.7% | -$45.46万 | 减仓 |
| VHT | VANGUARD WORLD FD | $745.82万 | 0.03% | 24,943 | -486 | -1.9% | -$14.53万 | 减仓 |
| KKR | KKR & CO INC | $735.81万 | 0.03% | 80,171 | -9,621 | -10.7% | -$88.30万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $732.12万 | 0.03% | 172,916 | 22,909 | 15.3% | $97.00万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $728.12万 | 0.03% | 40,851 | -11,299 | -21.7% | -$201.39万 | 减仓 |
| IMTM | ISHARES TR | $722.47万 | 0.03% | 135,471 | 128,438 | 1,826.2% | $684.96万 | 加仓 |
| ABT | Abbott Laboratories | $718.34万 | 0.03% | 79,164 | -53,620 | -40.4% | -$486.55万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $708.90万 | 0.03% | 59,507 | 55,893 | 1,546.6% | $665.85万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $703.83万 | 0.03% | 177,378 | -7,125 | -3.9% | -$28.27万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $700.43万 | 0.03% | 138,507 | 74,762 | 117.3% | $378.07万 | 加仓 |
| CSX | CSX Corp | $686.32万 | 0.03% | 144,398 | 20,602 | 16.6% | $97.92万 | 加仓 |
| GD | General Dynamics Corp | $681.15万 | 0.03% | 19,229 | 3,367 | 21.2% | $119.27万 | 加仓 |
| ESGU | ISHARES TR | $679.79万 | 0.03% | 41,534 | 21,073 | 103.0% | $344.90万 | 加仓 |
| QUAL | ISHARES TR | $679.17万 | 0.03% | 30,952 | 773 | 2.6% | $16.96万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $676.17万 | 0.03% | 40,569 | 28,264 | 229.7% | $471.08万 | 加仓 |
| CME | CME GROUP INC | $675.82万 | 0.03% | 30,603 | 15,405 | 101.4% | $340.19万 | 加仓 |
| BA | Boeing Co | $675.03万 | 0.03% | 31,184 | 3,176 | 11.3% | $68.75万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $667.46万 | 0.03% | 130,874 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $659.41万 | 0.03% | 56,120 | 1,252 | 2.3% | $14.71万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $642.00万 | 0.02% | 40,904 | 18,316 | 81.1% | $287.47万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $636.57万 | 0.02% | 134,667 | 128,135 | 1,961.7% | $605.69万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $633.87万 | 0.02% | 249,161 | -5,286 | -2.1% | -$13.45万 | 减仓 |
| IWS | ISHARES TR | $633.87万 | 0.02% | 38,509 | 157 | 0.4% | $2.58万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $619.74万 | 0.02% | 141,784 | 141,784 | — | $619.74万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $617.57万 | 0.02% | 21,252 | -3,552 | -14.3% | -$103.22万 | 减仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $607.06万 | 0.02% | 172,019 | -7,356 | -4.1% | -$25.96万 | 减仓 |
| SDY | SPDR SERIES TRUST | $606.65万 | 0.02% | 39,864 | 5,379 | 15.6% | $81.86万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $604.90万 | 0.02% | 62,932 | 49,307 | 361.9% | $473.94万 | 加仓 |
| NVS | NOVARTIS AG | $604.81万 | 0.02% | 38,592 | 1,481 | 4.0% | $23.21万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $604.74万 | 0.02% | 97,461 | 80,250 | 466.3% | $497.95万 | 加仓 |
| VV | VANGUARD INDEX FDS | $602.89万 | 0.02% | 17,530 | 1,040 | 6.3% | $35.77万 | 加仓 |
| GLW | Corning Inc | $599.48万 | 0.02% | 23,470 | 4,692 | 25.0% | $119.85万 | 加仓 |
| PFE | PFIZER INC | $595.27万 | 0.02% | 247,206 | 10,088 | 4.3% | $24.29万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $594.26万 | 0.02% | 146,226 | 9,589 | 7.0% | $38.97万 | 加仓 |
| IBDU | ISHARES TR | $593.65万 | 0.02% | 256,326 | 140,466 | 121.2% | $325.32万 | 加仓 |
| EMR | EMERSON ELEC CO | $587.36万 | 0.02% | 41,031 | 5,711 | 16.2% | $81.75万 | 加仓 |
| ACWI | ISHARES TR | $585.66万 | 0.02% | 37,310 | -2,323 | -5.9% | -$36.46万 | 减仓 |
| UBER | Uber Technologies Inc | $585.48万 | 0.02% | 81,136 | 10,542 | 14.9% | $76.07万 | 加仓 |
| CB | Chubb Limited | $579.82万 | 0.02% | 17,017 | 804 | 5.0% | $27.39万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $573.26万 | 0.02% | 102,790 | 90,313 | 723.8% | $503.68万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $572.13万 | 0.02% | 157,786 | 11,448 | 7.8% | $41.51万 | 加仓 |
| NUSC | NUSHARES ETF TR | $571.42万 | 0.02% | 109,636 | 3,547 | 3.3% | $18.49万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $568.88万 | 0.02% | 19,404 | 811 | 4.4% | $23.78万 | 加仓 |
| COP | ConocoPhillips | $567.65万 | 0.02% | 54,603 | 4,220 | 8.4% | $43.87万 | 加仓 |
| MPC | MARATHON PETE CORP | $563.44万 | 0.02% | 22,038 | 3,376 | 18.1% | $86.31万 | 加仓 |
| DE | Deere & Co | $561.72万 | 0.02% | 8,855 | 636 | 7.7% | $40.35万 | 加仓 |
| IBIT | iShares Bitcoin Trust ETF | $560.01万 | 0.02% | 168,222 | 70,527 | 72.2% | $234.78万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $559.49万 | 0.02% | 127,070 | -1,356 | -1.1% | -$5.97万 | 减仓 |
| SLV | ISHARES SILVER TR | $553.39万 | 0.02% | 103,496 | 5,290 | 5.4% | $28.29万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $547.68万 | 0.02% | 171,310 | 6,376 | 3.9% | $20.38万 | 加仓 |
| T | AT&T INC | $546.48万 | 0.02% | 264,001 | 62,872 | 31.3% | $130.14万 | 加仓 |
| DLN | WISDOMTREE TR | $542.53万 | 0.02% | 56,326 | 2,556 | 4.8% | $24.62万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $542.51万 | 0.02% | 156,703 | -1,520 | -1.0% | -$5.26万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $535.36万 | 0.02% | 67,017 | 13,861 | 26.1% | $110.73万 | 加仓 |
| VVR | INVESCO SR INCOME TR | $533.92万 | 0.02% | 1,779,730 | -132,578 | -6.9% | -$39.77万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $532.93万 | 0.02% | 121,785 | 121,785 | — | $532.93万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $523.15万 | 0.02% | 40,119 | 302 | 0.8% | $3.94万 | 加仓 |
| AMT | American Tower Corp | $522.70万 | 0.02% | 31,956 | -48,997 | -60.5% | -$801.43万 | 减仓 |
| BILS | SPDR SERIES TRUST | $518.94万 | 0.02% | 52,218 | 19,118 | 57.8% | $189.99万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $518.41万 | 0.02% | 40,955 | 12,168 | 42.3% | $154.02万 | 加仓 |
| CLS | Celestica Inc | $517.57万 | 0.02% | 14,188 | 12,614 | 801.4% | $460.15万 | 加仓 |
| IJJ | ISHARES TR | $504.46万 | 0.02% | 34,147 | 18,268 | 115.0% | $269.87万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $504.33万 | 0.02% | 87,527 | 15,334 | 21.2% | $88.35万 | 加仓 |
| OUST | OUSTER INC | $503.67万 | 0.02% | 80,562 | 80,562 | — | $503.67万 | 新建仓 |
| PAAA | PGIM ETF TR | $498.95万 | 0.02% | 97,319 | 97,319 | — | $498.95万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $496.07万 | 0.02% | 89,270 | 55,855 | 167.2% | $310.39万 | 加仓 |
| JBL | JABIL INC | $493.19万 | 0.02% | 12,794 | 811 | 6.8% | $31.26万 | 加仓 |
| NUDM | NUSHARES ETF TR | $489.69万 | 0.02% | 122,362 | -6,361 | -4.9% | -$25.46万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $488.07万 | 0.02% | 249,974 | -2,953 | -1.2% | -$5.77万 | 减仓 |
| SRE | SEMPRA | $487.44万 | 0.02% | 52,576 | -88 | -0.2% | -$8,159 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $486.94万 | 0.02% | 32,806 | -755 | -2.2% | -$11.21万 | 减仓 |
| IHI | ISHARES TR | $486.66万 | 0.02% | 98,494 | 7,588 | 8.3% | $37.49万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $481.84万 | 0.02% | 58,878 | 20,308 | 52.7% | $166.19万 | 加仓 |
| DOV | Dover Corp | $481.20万 | 0.02% | 21,455 | -557 | -2.5% | -$12.49万 | 减仓 |
| NOW | ServiceNow Inc | $480.65万 | 0.02% | 48,414 | 25,290 | 109.4% | $251.08万 | 加仓 |
| INDA | ISHARES TR | $471.71万 | 0.02% | 95,508 | -8,046 | -7.8% | -$39.74万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $469.07万 | 0.02% | 34,286 | 17,536 | 104.7% | $239.91万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $467.96万 | 0.02% | 238,572 | 10,357 | 4.5% | $20.32万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $465.26万 | 0.02% | 20,276 | 1,120 | 5.8% | $25.70万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $459.80万 | 0.02% | 158,716 | -10,847 | -6.4% | -$31.42万 | 减仓 |
| FDX | FedEx Corp | $457.27万 | 0.02% | 14,603 | 1,418 | 10.8% | $44.40万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $456.82万 | 0.02% | 15,996 | 1,780 | 12.5% | $50.83万 | 加仓 |
| MMM | 3M CO | $453.56万 | 0.02% | 28,013 | 2,131 | 8.2% | $34.50万 | 加仓 |