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 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $278.94万 | 0.01% | 21,357 | 8,671 | 68.4% | $113.25万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $277.51万 | 0.01% | 55,826 | 8,182 | 17.2% | $40.67万 | 加仓 |
| ISCV | ISHARES TR | $276.88万 | 0.01% | 35,354 | 1,726 | 5.1% | $13.52万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $274.93万 | 0.01% | 60,932 | 48,048 | 372.9% | $216.79万 | 加仓 |
| AFL | AFLAC INC | $274.70万 | 0.01% | 23,428 | 5,701 | 32.2% | $66.85万 | 加仓 |
| DSI | ISHARES TR | $270.93万 | 0.01% | 19,027 | 421 | 2.3% | $5.99万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $270.38万 | 0.01% | 7,853 | 1,462 | 22.9% | $50.34万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $268.62万 | 0.01% | 10,048 | 5,140 | 104.7% | $137.41万 | 加仓 |
| OKE | ONEOK INC NEW | $268.15万 | 0.01% | 30,843 | 5,358 | 21.0% | $46.58万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $266.95万 | 0.01% | 124,451 | 124,451 | — | $266.95万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $265.99万 | 0.01% | 139,116 | 58,153 | 71.8% | $111.19万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $263.60万 | 0.01% | 29,034 | 2,500 | 9.4% | $22.70万 | 加仓 |
| TER | TERADYNE INC | $263.59万 | 0.01% | 5,448 | 1,031 | 23.3% | $49.88万 | 加仓 |
| MUNI | PIMCO ETF TR | $263.06万 | 0.01% | 50,011 | 35,357 | 241.3% | $185.98万 | 加仓 |
| NTRS | NORTHERN TR CORP | $262.65万 | 0.01% | 15,109 | 440 | 3.0% | $7.65万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $261.17万 | 0.01% | 42,493 | 13,252 | 45.3% | $81.45万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $260.68万 | 0.01% | 9,638 | 1,089 | 12.7% | $29.45万 | 加仓 |
| CRWV | COREWEAVE INC | $259.71万 | 0.01% | 26,091 | 23,479 | 898.9% | $233.71万 | 加仓 |
| UTWO | RBB FD INC | $258.95万 | 0.01% | 53,992 | -4,396 | -7.5% | -$21.08万 | 减仓 |
| TY | TRI CONTL CORP | $258.37万 | 0.01% | 75,065 | -11,205 | -13.0% | -$38.57万 | 减仓 |
| NVT | NVENT ELEC PLC | $258.21万 | 0.01% | 15,224 | 15,224 | — | $258.21万 | 新建仓 |
| IJT | ISHARES TR | $256.89万 | 0.01% | 14,383 | 2,022 | 16.4% | $36.11万 | 加仓 |
| SHOP | SHOPIFY INC | $256.78万 | 0.01% | 22,489 | 1,241 | 5.8% | $14.17万 | 加仓 |
| MBB | ISHARES TR | $255.75万 | 0.01% | 27,058 | 301 | 1.1% | $2.85万 | 加仓 |
| HDV | ISHARES TR | $253.96万 | 0.01% | 92,653 | 44,623 | 92.9% | $122.31万 | 加仓 |
| SHEL | SHELL PLC | $252.18万 | 0.01% | 32,522 | 3,562 | 12.3% | $27.62万 | 加仓 |
| XAR | SPDR SERIES TRUST | $251.41万 | 0.01% | 8,859 | 7,328 | 478.6% | $207.96万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $251.24万 | 0.01% | 1,207 | 33 | 2.8% | $6.87万 | 加仓 |
| MDT | MEDTRONIC PLC | $245.99万 | 0.01% | 31,445 | 1,998 | 6.8% | $15.63万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $245.89万 | 0.01% | 35,416 | 35,416 | — | $245.89万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $245.37万 | 0.01% | 63,584 | 0 | 0.0% | — | 不变 |
| USFD | US Foods Hldg Corp | $243.61万 | 0.01% | 23,825 | -1,492 | -5.9% | -$15.26万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $243.36万 | 0.01% | 12,130 | -223 | -1.8% | -$4.47万 | 减仓 |
| ENB | ENBRIDGE INC | $242.88万 | 0.01% | 44,804 | 11,052 | 32.7% | $59.91万 | 加仓 |
| TECK | TECK RESOURCES LTD | $242.29万 | 0.01% | 40,748 | 40,748 | — | $242.29万 | 新建仓 |
| F | FORD MTR CO | $241.57万 | 0.01% | 173,791 | 59,813 | 52.5% | $83.14万 | 加仓 |
| YUM | YUM Brands Inc | $236.92万 | 0.01% | 14,820 | 450 | 3.1% | $7.19万 | 加仓 |
| KRE | SPDR SERIES TRUST | $236.57万 | 0.01% | 31,606 | -9,423 | -23.0% | -$70.53万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $236.35万 | 0.01% | 13,833 | 13,833 | — | $236.35万 | 新建仓 |
| ALAB | Astera Labs Inc | $236.25万 | 0.01% | 4,891 | 4,891 | — | $236.25万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $234.88万 | 0.01% | 5,922 | 458 | 8.4% | $18.17万 | 加仓 |
| CTVA | CORTEVA INC | $231.83万 | 0.01% | 27,374 | 7,282 | 36.2% | $61.67万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $231.37万 | 0.01% | 54,659 | 2,298 | 4.4% | $9.73万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $231.24万 | 0.01% | 38,355 | 1,742 | 4.8% | $10.50万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $231.17万 | 0.01% | 53,352 | -1,151 | -2.1% | -$4.99万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $230.94万 | 0.01% | 5,972 | 1,592 | 36.3% | $61.56万 | 加仓 |
| VDE | VANGUARD WORLD FD | $230.21万 | 0.01% | 15,334 | 1,277 | 9.1% | $19.17万 | 加仓 |
| IDXX | IDEXX LABS INC | $229.90万 | 0.01% | 4,367 | 2,254 | 106.7% | $118.66万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $228.63万 | 0.01% | 17,253 | 1,070 | 6.6% | $14.18万 | 加仓 |
| MGV | VANGUARD WORLD FD | $227.72万 | 0.01% | 13,932 | -92 | -0.7% | -$1.50万 | 减仓 |
| XVV | ISHARES TR | $227.07万 | 0.01% | 39,984 | -1,449 | -3.5% | -$8.23万 | 减仓 |
| ED | Consolidated Edison Inc | $224.70万 | 0.01% | 20,311 | 4,118 | 25.4% | $45.56万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $221.82万 | 0.01% | 86,918 | -4,253 | -4.7% | -$10.85万 | 减仓 |
| XSD | SPDR SERIES TRUST | $218.79万 | 0.01% | 3,508 | -25 | -0.7% | -$1.56万 | 减仓 |
| MSCI | MSCI INC | $217.43万 | 0.01% | 3,882 | 1,730 | 80.4% | $96.90万 | 加仓 |
| ESGE | ISHARES INC | $216.39万 | 0.01% | 39,567 | 20,976 | 112.8% | $114.72万 | 加仓 |
| CWB | SPDR SERIES TRUST | $216.21万 | 0.01% | 20,053 | 2 | 0.0% | $216 | 加仓 |
| WWD | Woodward Inc | $215.91万 | 0.01% | 5,075 | 817 | 19.2% | $34.76万 | 加仓 |
| TT | Trane Technologies PLC | $213.56万 | 0.01% | 4,348 | 400 | 10.1% | $19.65万 | 加仓 |
| MOAT | VANECK ETF TRUST | $212.94万 | 0.01% | 20,483 | -157 | -0.8% | -$1.63万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $211.62万 | 0.01% | 45,955 | 45,955 | — | $211.62万 | 新建仓 |
| ROST | ROSS STORES INC | $211.25万 | 0.01% | 9,925 | 1,132 | 12.9% | $24.09万 | 加仓 |
| AOR | ISHARES TR | $210.70万 | 0.01% | 30,316 | -20 | -0.1% | -$1,390 | 减仓 |
| AON | AON PLC | $210.20万 | 0.01% | 6,337 | 342 | 5.7% | $11.34万 | 加仓 |
| ES | Eversource Energy | $209.04万 | 0.01% | 28,925 | 4,777 | 19.8% | $34.52万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $207.53万 | 0.01% | 64,751 | 263 | 0.4% | $8,429 | 加仓 |
| SLYV | SPDR SERIES TRUST | $204.98万 | 0.01% | 18,786 | 140 | 0.8% | $1.53万 | 加仓 |
| DTM | DT MIDSTREAM INC | $203.30万 | 0.01% | 13,854 | 11,419 | 469.0% | $167.56万 | 加仓 |
| DAL | Delta Air Lines Inc | $201.97万 | 0.01% | 21,564 | 3,532 | 19.6% | $33.08万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $201.89万 | 0.01% | 37,367 | 3,272 | 9.6% | $17.68万 | 加仓 |
| GM | GENERAL MTRS CO | $201.72万 | 0.01% | 26,170 | 7,389 | 39.3% | $56.95万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $200.13万 | 0.01% | 84,514 | -2,335 | -2.7% | -$5.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $198.12万 | 0.01% | 47,476 | 3,094 | 7.0% | $12.91万 | 加仓 |
| PGR | PROGRESSIVE CORP | $197.94万 | 0.01% | 9,061 | -12,101 | -57.2% | -$264.36万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $197.66万 | 0.01% | 47,836 | 22,891 | 91.8% | $94.58万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $197.39万 | 0.01% | 13,650 | 5,176 | 61.1% | $74.85万 | 加仓 |
| RUN | Sunrun Inc | $196.04万 | 0.01% | 146,517 | 19,369 | 15.2% | $25.92万 | 加仓 |
| ETR | ENTERGY CORP NEW | $195.63万 | 0.01% | 17,032 | 5,438 | 46.9% | $62.46万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $195.16万 | 0.01% | 7,627 | 857 | 12.7% | $21.93万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $194.39万 | 0.01% | 80,525 | 17,518 | 27.8% | $42.29万 | 加仓 |
| SLB | SLB LIMITED | $193.68万 | 0.01% | 41,661 | 800 | 2.0% | $3.72万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $193.06万 | 0.01% | 4,942 | 266 | 5.7% | $10.39万 | 加仓 |
| TRMB | TRIMBLE INC | $192.98万 | 0.01% | 37,706 | 19,777 | 110.3% | $101.22万 | 加仓 |
| GLPI | GAMING & LEISURE P | $192.61万 | 0.01% | 43,254 | 5,089 | 13.3% | $22.66万 | 加仓 |
| NUE | Nucor Corp | $192.57万 | 0.01% | 8,645 | 386 | 4.7% | $8.60万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $192.51万 | 0.01% | 65,635 | 65,635 | — | $192.51万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $191.70万 | 0.01% | 4,251 | -304 | -6.7% | -$13.71万 | 减仓 |
| PPL | PPL CORP | $189.31万 | 0.01% | 52,080 | 9,275 | 21.7% | $33.71万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $188.84万 | 0.01% | 7,024 | 1,322 | 23.2% | $35.54万 | 加仓 |
| LOGI | LOGITECH INTL S A | $188.82万 | 0.01% | 20,079 | -7,572 | -27.4% | -$71.21万 | 减仓 |
| CIEN | Ciena Corp | $188.39万 | 0.01% | 3,840 | 705 | 22.5% | $34.59万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $187.90万 | 0.01% | 76,536 | -15,147 | -16.5% | -$37.19万 | 减仓 |
| SYY | SYSCO CORP | $187.25万 | 0.01% | 22,403 | 5,044 | 29.1% | $42.16万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $187.08万 | 0.01% | 21,130 | 12,883 | 156.2% | $114.06万 | 加仓 |
| TXT | Textron Inc | $185.95万 | 0.01% | 20,272 | -295 | -1.4% | -$2.71万 | 减仓 |
| MET | METLIFE INC | $185.65万 | 0.01% | 21,942 | 3,504 | 19.0% | $29.65万 | 加仓 |
| DMXF | ISHARES TR | $184.93万 | 0.01% | 21,859 | 21,859 | — | $184.93万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $184.83万 | 0.01% | 2,202 | 135 | 6.5% | $11.33万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $184.32万 | 0.01% | 90,510 | 17,089 | 23.3% | $34.80万 | 加仓 |
| USEW | EA SERIES TRUST | $183.74万 | 0.01% | 32,912 | 32,912 | — | $183.74万 | 新建仓 |