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 |
|---|---|---|---|---|---|---|---|---|
| FTV | FORTIVE CORP | $63.89万 | 0.00% | 11,557 | -526 | -4.4% | -$2.91万 | 减仓 |
| EXC | EXELON CORP | $63.77万 | 0.00% | 13,009 | 3,172 | 32.2% | $15.55万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $63.43万 | 0.00% | 580 | 188 | 48.0% | $20.56万 | 加仓 |
| — | ABERDEEN INDIA FD INC | $63.41万 | 0.00% | 56,012 | -3,025 | -5.1% | -$3.42万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $63.30万 | 0.00% | 17,974 | 1,788 | 11.0% | $6.30万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $63.17万 | 0.00% | 11,971 | -393 | -3.2% | -$2.07万 | 减仓 |
| CNC | CENTENE CORP DEL | $62.99万 | 0.00% | 19,241 | -5,188 | -21.2% | -$16.99万 | 减仓 |
| G | GENPACT LIMITED | $62.88万 | 0.00% | 16,880 | -116 | -0.7% | -$4,321 | 减仓 |
| WDAY | WORKDAY INC | $62.67万 | 0.00% | 4,824 | -532 | -9.9% | -$6.91万 | 减仓 |
| MTZ | MASTEC INC | $62.51万 | 0.00% | 1,943 | -85 | -4.2% | -$2.73万 | 减仓 |
| NRG | NRG ENERGY INC | $62.49万 | 0.00% | 4,276 | 2,417 | 130.0% | $35.32万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $62.45万 | 0.00% | 8,586 | 457 | 5.6% | $3.32万 | 加仓 |
| HYG | ISHARES TR | $62.29万 | 0.00% | 7,829 | -12,218 | -60.9% | -$97.21万 | 减仓 |
| GIS | GENERAL MILLS INC | $62.10万 | 0.00% | 16,685 | -11,300 | -40.4% | -$42.06万 | 减仓 |
| MKL | MARKEL GROUP INC | $61.44万 | 0.00% | 321 | 72 | 28.9% | $13.78万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $61.40万 | 0.00% | 8,860 | 4,797 | 118.1% | $33.24万 | 加仓 |
| MINT | PIMCO ETF TR | $61.38万 | 0.00% | 6,103 | 6,103 | — | $61.38万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $61.31万 | 0.00% | 1,034 | -178 | -14.7% | -$10.55万 | 减仓 |
| MFC | MANULIFE FINL CORP | $61.11万 | 0.00% | 17,744 | 3,306 | 22.9% | $11.39万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $60.97万 | 0.00% | 6,495 | 3,532 | 119.2% | $33.15万 | 加仓 |
| ETOR | ETORO GROUP LTD | $60.66万 | 0.00% | 20,200 | -20,921 | -50.9% | -$62.83万 | 减仓 |
| — | SECURITY NATL FINL CORP | $60.56万 | 0.00% | 63,877 | 8 | 0.0% | $76 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $60.24万 | 0.00% | 6,993 | 6,993 | — | $60.24万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $60.24万 | 0.00% | 11,417 | 2,197 | 23.8% | $11.59万 | 加仓 |
| NET | CLOUDFLARE INC | $60.11万 | 0.00% | 2,913 | -4,942 | -62.9% | -$101.97万 | 减仓 |
| COO | COOPER COS INC | $60.06万 | 0.00% | 8,400 | 172 | 2.1% | $1.23万 | 加仓 |
| XME | SPDR SERIES TRUST | $60.06万 | 0.00% | 5,560 | -272 | -4.7% | -$2.94万 | 减仓 |
| UMBF | UMB FINL CORP | $59.98万 | 0.00% | 5,318 | 137 | 2.6% | $1.55万 | 加仓 |
| RMD | RESMED INC | $59.76万 | 0.00% | 2,662 | 308 | 13.1% | $6.91万 | 加仓 |
| SR | SPIRE INC | $59.53万 | 0.00% | 6,575 | -91 | -1.4% | -$8,239 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $59.48万 | 0.00% | 1,253 | -383 | -23.4% | -$18.18万 | 减仓 |
| FALN | ISHARES TR | $59.44万 | 0.00% | 22,245 | 14,671 | 193.7% | $39.20万 | 加仓 |
| AOS | SMITH A O CORP | $59.19万 | 0.00% | 8,976 | -393 | -4.2% | -$2.59万 | 减仓 |
| BKH | BLACK HILLS CORP | $58.94万 | 0.00% | 8,491 | -228 | -2.6% | -$1.58万 | 减仓 |
| SAN | BANCO SANTANDER SA | $58.79万 | 0.00% | 52,115 | -3,743 | -6.7% | -$4.22万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $58.78万 | 0.00% | 1,491 | -91 | -5.8% | -$3.59万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $58.67万 | 0.00% | 13,133 | -17,400 | -57.0% | -$77.73万 | 减仓 |
| POWL | POWELL INDS INC | $58.60万 | 0.00% | 1,083 | 1,083 | — | $58.60万 | 新建仓 |
| OSK | OSHKOSH CORP | $58.32万 | 0.00% | 3,962 | 822 | 26.2% | $12.10万 | 加仓 |
| — | PROSHARES TR | $58.07万 | 0.00% | 8,355 | -36 | -0.4% | -$2,502 | 减仓 |
| GNMA | ISHARES TR | $58.02万 | 0.00% | 13,088 | -1,355 | -9.4% | -$6.01万 | 减仓 |
| PSN | PARSONS CORP DEL | $57.62万 | 0.00% | 10,636 | 119 | 1.1% | $6,446 | 加仓 |
| CBRE | CBRE GROUP INC | $57.51万 | 0.00% | 4,246 | 610 | 16.8% | $8.26万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $57.43万 | 0.00% | 2,652 | -567 | -17.6% | -$12.28万 | 减仓 |
| EFX | EQUIFAX INC | $57.35万 | 0.00% | 3,185 | 141 | 4.6% | $2.54万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $57.23万 | 0.00% | 15,995 | -738 | -4.4% | -$2.64万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $57.23万 | 0.00% | 12,477 | 546 | 4.6% | $2.50万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $57.17万 | 0.00% | 12,532 | 4,201 | 50.4% | $19.17万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $57.06万 | 0.00% | 7,403 | 128 | 1.8% | $9,866 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $56.80万 | 0.00% | 8,647 | -6,114 | -41.4% | -$40.16万 | 减仓 |
| PNR | PENTAIR PLC | $56.60万 | 0.00% | 6,498 | -868 | -11.8% | -$7.56万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $56.46万 | 0.00% | 33,768 | -10,249 | -23.3% | -$17.14万 | 减仓 |
| MLI | MUELLER INDS INC | $56.38万 | 0.00% | 5,089 | -346 | -6.4% | -$3.83万 | 减仓 |
| WASH | WASHINGTON TR BANCORP INC | $56.26万 | 0.00% | 16,814 | 433 | 2.6% | $1.45万 | 加仓 |
| RGLD | ROYAL GOLD INC | $55.94万 | 0.00% | 2,198 | -188 | -7.9% | -$4.78万 | 减仓 |
| CALF | PACER FDS TR | $55.94万 | 0.00% | 12,466 | 2,391 | 23.7% | $10.73万 | 加仓 |
| BF/A | BROWN FORMAN CORP | $55.76万 | 0.00% | 20,812 | -6,347 | -23.4% | -$17.00万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $55.70万 | 0.00% | 6,753 | -1,072 | -13.7% | -$8.84万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $55.68万 | 0.00% | 920 | 460 | 100.0% | $27.84万 | 加仓 |
| — | ISHARES INC | $55.44万 | 0.00% | 11,380 | -426 | -3.6% | -$2.08万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $55.21万 | 0.00% | 8,542 | -261 | -3.0% | -$1.69万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $55.11万 | 0.00% | 2,003 | 250 | 14.3% | $6.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $54.88万 | 0.00% | 7,614 | 411 | 5.7% | $2.96万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $54.68万 | 0.00% | 10,148 | 4,380 | 75.9% | $23.60万 | 加仓 |
| AEE | AMEREN CORP | $54.22万 | 0.00% | 4,933 | 1,152 | 30.5% | $12.66万 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $54.20万 | 0.00% | 54,798 | 2,156 | 4.1% | $2.13万 | 加仓 |
| NYF | ISHARES TR | $54.18万 | 0.00% | 10,199 | 860 | 9.2% | $4.57万 | 加仓 |
| MSTR | STRATEGY INC | $53.99万 | 0.00% | 4,326 | -39 | -0.9% | -$4,867 | 减仓 |
| LNG | CHENIERE ENERGY INC | $53.64万 | 0.00% | 1,890 | 598 | 46.3% | $16.97万 | 加仓 |
| FE | FIRSTENERGY CORP | $53.55万 | 0.00% | 10,570 | -97 | -0.9% | -$4,914 | 减仓 |
| IYC | ISHARES TR | $53.45万 | 0.00% | 5,515 | -581 | -9.5% | -$5.63万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $53.06万 | 0.00% | 2,538 | -641 | -20.2% | -$13.40万 | 减仓 |
| TEM | TEMPUS AI INC | $52.96万 | 0.00% | 11,713 | 2,352 | 25.1% | $10.64万 | 加仓 |
| EME | EMCOR GROUP INC | $52.81万 | 0.00% | 715 | 71 | 11.0% | $5.24万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $52.78万 | 0.00% | 9,016 | -14,293 | -61.3% | -$83.68万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $52.77万 | 0.00% | 2,692 | 647 | 31.6% | $12.68万 | 加仓 |
| SAP | SAP SE | $52.75万 | 0.00% | 3,081 | -730 | -19.2% | -$12.50万 | 减仓 |
| NUS | NU SKIN ENTERPRISES INC | $52.70万 | 0.00% | 72,397 | 466 | 0.6% | $3,392 | 加仓 |
| NMIH | NMI HLDGS INC | $52.15万 | 0.00% | 13,902 | 3,667 | 35.8% | $13.75万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $51.82万 | 0.00% | 14,324 | -3,047 | -17.5% | -$11.02万 | 减仓 |
| CCL | CARNIVAL CORP | $51.74万 | 0.00% | 19,992 | 2,353 | 13.3% | $6.09万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.64万 | 0.00% | 20,054 | -1,775 | -8.1% | -$4.57万 | 减仓 |
| EPR | EPR PPTYS | $51.19万 | 0.00% | 10,247 | 389 | 3.9% | $1.94万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $51.10万 | 0.00% | 7,909 | -820 | -9.4% | -$5.30万 | 减仓 |
| ECVT | ECOVYST INC | $51.02万 | 0.00% | 39,670 | -1,199 | -2.9% | -$1.54万 | 减仓 |
| SMMD | ISHARES TR | $50.98万 | 0.00% | 6,677 | -332 | -4.7% | -$2.53万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $50.91万 | 0.00% | 3,882 | -340 | -8.1% | -$4.46万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $50.85万 | 0.00% | 2,101 | 808 | 62.5% | $19.56万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $50.85万 | 0.00% | 2,495 | 2,495 | — | $50.85万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $50.79万 | 0.00% | 8,687 | -3,475 | -28.6% | -$20.32万 | 减仓 |
| SMTC | SEMTECH CORP | $50.74万 | 0.00% | 6,599 | -375 | -5.4% | -$2.88万 | 减仓 |
| — | GATES INDL CORP PLC | $50.69万 | 0.00% | 22,420 | 3,695 | 19.7% | $8.35万 | 加仓 |
| EEMV | ISHARES INC | $50.61万 | 0.00% | 7,819 | -98 | -1.2% | -$6,344 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $50.51万 | 0.00% | 14,985 | -2 | -0.0% | -$67 | 减仓 |
| BGC | BGC GROUP INC | $50.41万 | 0.00% | 51,549 | -172 | -0.3% | -$1,682 | 减仓 |
| UVE | UNIVERSAL INS HLDGS INC | $50.32万 | 0.00% | 14,731 | 84 | 0.6% | $2,869 | 加仓 |
| BALL | BALL CORP | $50.23万 | 0.00% | 8,498 | 1,639 | 23.9% | $9.69万 | 加仓 |
| RAA | ETF OPPORTUNITIES TRUST | $50.09万 | 0.00% | 18,143 | 789 | 4.5% | $2.18万 | 加仓 |
| EVR | EVERCORE INC | $50.03万 | 0.00% | 1,676 | -22 | -1.3% | -$6,567 | 减仓 |
| — | QORVO INC | $50.02万 | 0.00% | 6,462 | -1,112 | -14.7% | -$8.61万 | 减仓 |