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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $289.20万 | 0.01% | 8,842 | 2,695 | 43.8% | $88.15万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $288.24万 | 0.01% | 54,540 | -1,498 | -2.7% | -$7.92万 | 减仓 |
| AZN | ASTRAZENECA PLC | $287.15万 | 0.01% | 14,560 | 14,560 | — | $287.15万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $286.45万 | 0.01% | 63,584 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $283.73万 | 0.01% | 91,643 | 2,046 | 2.3% | $6.33万 | 加仓 |
| DGRW | WISDOMTREE TR | $283.19万 | 0.01% | 32,239 | 513 | 1.6% | $4.51万 | 加仓 |
| UTWO | RBB FD INC | $281.91万 | 0.01% | 58,388 | 702 | 1.2% | $3.39万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $278.08万 | 0.01% | 37,617 | 37,617 | — | $278.08万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $277.99万 | 0.01% | 9,686 | -446 | -4.4% | -$12.80万 | 减仓 |
| CI | THE CIGNA GROUP | $276.13万 | 0.01% | 10,352 | -993 | -8.8% | -$26.49万 | 减仓 |
| TY | TRI CONTL CORP | $272.53万 | 0.01% | 86,270 | -1,850 | -2.1% | -$5.84万 | 减仓 |
| AOA | ISHARES TR | $271.08万 | 0.01% | 30,634 | 30,634 | — | $271.08万 | 新建仓 |
| CMI | CUMMINS INC | $271.08万 | 0.01% | 5,038 | -261 | -4.9% | -$14.04万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $270.36万 | 0.01% | 46,469 | -2,380 | -4.9% | -$13.85万 | 减仓 |
| IBDU | ISHARES TR | $269.49万 | 0.01% | 115,860 | 4,334 | 3.9% | $10.08万 | 加仓 |
| SHEL | SHELL PLC | $269.33万 | 0.01% | 28,960 | -1,996 | -6.4% | -$18.56万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $268.85万 | 0.01% | 22,266 | -924 | -4.0% | -$11.16万 | 减仓 |
| KRE | SPDR SERIES TRUST | $267.30万 | 0.01% | 41,029 | 31,614 | 335.8% | $205.97万 | 加仓 |
| IUSG | ISHARES TR | $265.50万 | 0.01% | 17,117 | -1,999 | -10.5% | -$31.01万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $263.22万 | 0.01% | 91,683 | -174,348 | -65.5% | -$500.55万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $261.74万 | 0.01% | 16,830 | -1,687 | -9.1% | -$26.24万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $258.04万 | 0.01% | 23,525 | 12,945 | 122.4% | $141.99万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $256.76万 | 0.01% | 38,570 | 34,705 | 897.9% | $231.03万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $256.25万 | 0.01% | 37,728 | 37,728 | — | $256.25万 | 新建仓 |
| GLW | CORNING INC | $255.33万 | 0.01% | 18,778 | 1,168 | 6.6% | $15.88万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $255.21万 | 0.01% | 25,085 | -226 | -0.9% | -$2.30万 | 减仓 |
| MDT | MEDTRONIC PLC | $255.16万 | 0.01% | 29,447 | -4,824 | -14.1% | -$41.80万 | 减仓 |
| MBB | ISHARES TR | $254.06万 | 0.01% | 26,757 | 1,450 | 5.7% | $13.77万 | 加仓 |
| SHOP | SHOPIFY INC | $252.05万 | 0.01% | 21,248 | 8,532 | 67.1% | $101.21万 | 加仓 |
| LOGI | LOGITECH INTL S A | $251.96万 | 0.01% | 27,651 | 27,651 | — | $251.96万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $251.07万 | 0.01% | 35,407 | 3,311 | 10.3% | $23.48万 | 加仓 |
| IDA | IDACORP INC | $250.91万 | 0.01% | 17,550 | -259 | -1.5% | -$3.70万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $250.12万 | 0.01% | 28,198 | 3,272 | 13.1% | $29.02万 | 加仓 |
| SOXX | ISHARES TR | $249.91万 | 0.01% | 7,604 | 873 | 13.0% | $28.69万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $249.10万 | 0.01% | 22,188 | -2,551 | -10.3% | -$28.64万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $245.43万 | 0.01% | 50,231 | 6 | 0.0% | $293 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $243.93万 | 0.01% | 56,556 | 10,167 | 21.9% | $43.85万 | 加仓 |
| VDE | VANGUARD WORLD FD | $243.24万 | 0.01% | 14,057 | 2,158 | 18.1% | $37.34万 | 加仓 |
| NOW | SERVICENOW INC | $241.76万 | 0.01% | 23,124 | -2,673 | -10.4% | -$27.95万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $240.81万 | 0.01% | 38,406 | -277 | -0.7% | -$1.74万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $239.37万 | 0.01% | 39,703 | -4,145 | -9.5% | -$24.99万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $238.11万 | 0.01% | 4,555 | 286 | 6.7% | $14.95万 | 加仓 |
| KR | KROGER CO | $237.65万 | 0.01% | 32,843 | -1,451 | -4.2% | -$10.50万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $234.71万 | 0.01% | 51,415 | -37,922 | -42.4% | -$173.11万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $234.26万 | 0.01% | 32,030 | 4,826 | 17.7% | $35.30万 | 加仓 |
| ISCV | ISHARES TR | $233.75万 | 0.01% | 33,628 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $233.58万 | 0.01% | 91,171 | -44,320 | -32.7% | -$113.55万 | 减仓 |
| USFD | US FOODS HLDG CORP | $233.45万 | 0.01% | 25,317 | 717 | 2.9% | $6.61万 | 加仓 |
| TMUS | T-MOBILE US INC | $231.74万 | 0.01% | 11,034 | -1,767 | -13.8% | -$37.11万 | 减仓 |
| OKE | ONEOK INC NEW | $230.36万 | 0.01% | 25,485 | -5,159 | -16.8% | -$46.63万 | 减仓 |
| BOND | PIMCO ETF TR | $229.69万 | 0.01% | 24,890 | 2,026 | 8.9% | $18.70万 | 加仓 |
| DSI | ISHARES TR | $225.48万 | 0.01% | 18,606 | 708 | 4.0% | $8.58万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $225.35万 | 0.01% | 12,353 | 1,490 | 13.7% | $27.18万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $224.31万 | 0.01% | 49,517 | 7,940 | 19.1% | $35.97万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $223.66万 | 0.01% | 8,926 | 2,690 | 43.1% | $67.40万 | 加仓 |
| YUM | YUM BRANDS INC | $223.42万 | 0.01% | 14,370 | -1,340 | -8.5% | -$20.83万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $222.53万 | 0.01% | 8,549 | -1,073 | -11.2% | -$27.93万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $221.34万 | 0.01% | 1,174 | -37 | -3.1% | -$6.98万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $221.08万 | 0.01% | 54,503 | -1,554 | -2.8% | -$6.30万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $220.67万 | 0.01% | 37,056 | 7,220 | 24.2% | $42.99万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $219.56万 | 0.01% | 16,750 | 11 | 0.1% | $1,442 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $218.85万 | 0.01% | 16,183 | -800 | -4.7% | -$10.82万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $218.07万 | 0.01% | 47,644 | -10,696 | -18.3% | -$48.96万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $215.77万 | 0.01% | 28,732 | 3,581 | 14.2% | $26.89万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $213.43万 | 0.01% | 12,305 | 2,967 | 31.8% | $51.46万 | 加仓 |
| IJJ | ISHARES TR | $210.39万 | 0.01% | 15,879 | 3,013 | 23.4% | $39.92万 | 加仓 |
| SLB | SLB LIMITED | $209.99万 | 0.01% | 40,861 | -3,112 | -7.1% | -$15.99万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $209.77万 | 0.01% | 26,534 | -6,684 | -20.1% | -$52.84万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $208.05万 | 0.01% | 36,947 | -568 | -1.5% | -$3.20万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $204.87万 | 0.01% | 6,391 | -635 | -9.0% | -$20.36万 | 减仓 |
| NTRS | NORTHERN TR CORP | $204.74万 | 0.01% | 14,669 | 90 | 0.6% | $1.26万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $204.50万 | 0.01% | 13,006 | -2,090 | -13.8% | -$32.86万 | 减仓 |
| XYZ | BLOCK INC | $204.18万 | 0.01% | 33,929 | 809 | 2.4% | $4.87万 | 加仓 |
| XVV | ISHARES TR | $203.93万 | 0.01% | 41,433 | -30,214 | -42.2% | -$148.71万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $203.69万 | 0.01% | 18,670 | 178 | 1.0% | $1.94万 | 加仓 |
| SSD | SIMPSON MFG INC | $203.62万 | 0.01% | 11,865 | -317 | -2.6% | -$5.44万 | 减仓 |
| MGV | VANGUARD WORLD FD | $203.28万 | 0.01% | 14,024 | 299 | 2.2% | $4.33万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $202.25万 | 0.01% | 36,613 | -573 | -1.5% | -$3.17万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $201.42万 | 0.01% | 7,213 | 710 | 10.9% | $19.83万 | 加仓 |
| MOAT | VANECK ETF TRUST | $199.59万 | 0.01% | 20,640 | 559 | 2.8% | $5.41万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $196.47万 | 0.01% | 42,841 | -1,395 | -3.2% | -$6.40万 | 减仓 |
| VCR | VANGUARD WORLD FD | $196.16万 | 0.01% | 5,464 | -966 | -15.0% | -$34.68万 | 减仓 |
| AOR | ISHARES TR | $195.21万 | 0.01% | 30,336 | 30,336 | — | $195.21万 | 新建仓 |
| AFL | AFLAC INC | $194.48万 | 0.01% | 17,727 | -644 | -3.5% | -$7.07万 | 减仓 |
| AON | AON PLC | $193.50万 | 0.01% | 5,995 | -19 | -0.3% | -$6,133 | 减仓 |
| ROST | ROSS STORES INC | $190.48万 | 0.01% | 8,793 | 473 | 5.7% | $10.25万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $188.66万 | 0.01% | 6,975 | -4,868 | -41.1% | -$131.67万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $188.29万 | 0.01% | 26,823 | -727 | -2.6% | -$5.10万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $187.69万 | 0.01% | 46,992 | -3,645 | -7.2% | -$14.56万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $187.67万 | 0.01% | 11,434 | 4,082 | 55.5% | $67.00万 | 加仓 |
| FICO | FAIR ISAAC CORP | $186.71万 | 0.01% | 1,749 | -12 | -0.7% | -$1.28万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $186.64万 | 0.01% | 86,849 | 15,240 | 21.3% | $32.75万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $184.97万 | 0.01% | 14,125 | 981 | 7.5% | $12.85万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $183.58万 | 0.01% | 61,051 | -11,686 | -16.1% | -$35.14万 | 减仓 |
| CWB | SPDR SERIES TRUST | $183.51万 | 0.01% | 20,051 | 451 | 2.3% | $4.13万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $183.27万 | 0.01% | 16,193 | 3,386 | 26.4% | $38.32万 | 加仓 |
| ENB | ENBRIDGE INC | $182.73万 | 0.01% | 33,752 | -1,057 | -3.0% | -$5.72万 | 减仓 |
| PCAR | PACCAR INC | $181.54万 | 0.01% | 15,718 | -2,070 | -11.6% | -$23.91万 | 减仓 |
| TXT | TEXTRON INC | $180.08万 | 0.01% | 20,567 | 480 | 2.4% | $4.20万 | 加仓 |
| IJT | ISHARES TR | $178.88万 | 0.01% | 12,361 | 1,286 | 11.6% | $18.61万 | 加仓 |