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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $16.52亿 | 8.12% | 8,418,734 | 502,824 | 6.4% | $9,865.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $15.95亿 | 7.84% | 3,651,263 | 187,033 | 5.4% | $8,169.42万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $7.90亿 | 3.89% | 10,240,765 | 1,604,973 | 18.6% | $1.24亿 | 加仓 |
| VOE | VANGUARD INDEX FDS | $7.63亿 | 3.75% | 4,140,038 | 233,942 | 6.0% | $4,311.08万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $6.40亿 | 3.15% | 7,239,592 | 706,440 | 10.8% | $6,249.17万 | 加仓 |
| IGSB | ISHARES TR | $6.16亿 | 3.03% | 11,720,729 | 1,203,630 | 11.4% | $6,326.28万 | 加仓 |
| AAPL | APPLE INC | $5.83亿 | 2.87% | 2,296,297 | 4,993 | 0.2% | $126.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4.58亿 | 2.25% | 2,627,656 | 221,990 | 9.2% | $3,871.51万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4.15亿 | 2.04% | 7,672,486 | 486,318 | 6.8% | $2,628.55万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3.99亿 | 1.96% | 1,551,126 | 145,782 | 10.4% | $3,751.70万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3.81亿 | 1.88% | 7,226,755 | 1,127,902 | 18.5% | $5,953.07万 | 加仓 |
| AGG | ISHARES TR | $3.17亿 | 1.56% | 3,190,653 | 410,160 | 14.8% | $4,071.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.08亿 | 1.51% | 831,319 | 15,097 | 1.8% | $558.85万 | 加仓 |
| GOOGL | ALPHABET INC | $3.01亿 | 1.48% | 1,046,211 | -10,704 | -1.0% | -$307.80万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.90亿 | 1.43% | 485,913 | 132,189 | 37.4% | $7,898.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.90亿 | 1.43% | 445,988 | -20,918 | -4.5% | -$1,360.38万 | 减仓 |
| AMZN | AMAZON COM INC | $2.76亿 | 1.36% | 1,326,047 | 109,040 | 9.0% | $2,270.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.69亿 | 1.32% | 4,301,015 | 117,544 | 2.8% | $734.06万 | 加仓 |
| AVGO | BROADCOM INC | $2.51亿 | 1.24% | 811,673 | -44,730 | -5.2% | -$1,384.44万 | 减仓 |
| IVV | ISHARES TR | $2.50亿 | 1.23% | 382,980 | 184,359 | 92.8% | $1.20亿 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2.44亿 | 1.20% | 807,814 | 31,485 | 4.1% | $951.63万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2.28亿 | 1.12% | 1,714,371 | 87,319 | 5.4% | $1,160.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.93亿 | 0.95% | 657,750 | 11,160 | 1.7% | $328.28万 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $1.87亿 | 0.92% | 5,174,560 | 5,174,560 | — | $1.87亿 | 新建仓 |
| — | EXXON MOBIL CORP | $1.66亿 | 0.81% | 976,115 | -29,159 | -2.9% | -$494.71万 | 减仓 |
| GOVT | ISHARES TR | $1.60亿 | 0.79% | 6,993,963 | 423,440 | 6.4% | $970.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.50亿 | 0.73% | 611,615 | -15,817 | -2.5% | -$386.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.48亿 | 0.73% | 148,308 | -1,476 | -1.0% | -$147.07万 | 减仓 |
| META | META PLATFORMS INC | $1.29亿 | 0.63% | 225,005 | 17,708 | 8.5% | $1,013.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.09亿 | 0.54% | 227,644 | -10,004 | -4.2% | -$479.39万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1.05亿 | 0.52% | 2,219,401 | 81,241 | 3.8% | $384.27万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $9,976.33万 | 0.49% | 2,793,707 | -333,165 | -10.7% | -$1,189.73万 | 减仓 |
| GOOG | ALPHABET INC | $9,867.60万 | 0.49% | 343,987 | -11,124 | -3.1% | -$319.10万 | 减仓 |
| V | VISA INC | $9,706.88万 | 0.48% | 321,164 | 35,029 | 12.2% | $1,058.72万 | 加仓 |
| MUB | ISHARES TR | $8,997.48万 | 0.44% | 847,619 | 62,666 | 8.0% | $665.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8,526.05万 | 0.42% | 265,766 | 7,194 | 2.8% | $230.79万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,165.92万 | 0.40% | 3,184,837 | -31,889 | -1.0% | -$81.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,116.73万 | 0.40% | 140,627 | 10,843 | 8.4% | $625.84万 | 加仓 |
| CSCO | CISCO SYS INC | $8,080.86万 | 0.40% | 1,041,483 | -12,286 | -1.2% | -$95.33万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $7,789.54万 | 0.38% | 1,271,555 | 113,609 | 9.8% | $695.97万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $7,736.56万 | 0.38% | 1,530,325 | 174,615 | 12.9% | $882.77万 | 加仓 |
| MCD | MCDONALDS CORP | $7,516.67万 | 0.37% | 241,857 | 3,025 | 1.3% | $94.01万 | 加仓 |
| LLY | ELI LILLY & CO | $7,425.35万 | 0.37% | 80,730 | 5,452 | 7.2% | $501.46万 | 加仓 |
| IWF | ISHARES TR | $7,406.07万 | 0.36% | 173,688 | -2,332 | -1.3% | -$99.44万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $7,395.48万 | 0.36% | 1,004,275 | 246,082 | 32.5% | $1,812.15万 | 加仓 |
| — | HONEYWELL INTL INC | $7,318.72万 | 0.36% | 323,794 | 17,152 | 5.6% | $387.69万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $7,137.61万 | 0.35% | 1,832,034 | -73,313 | -3.8% | -$285.63万 | 减仓 |
| SYK | STRYKER CORPORATION | $7,110.24万 | 0.35% | 216,387 | 10,433 | 5.1% | $342.82万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6,892.09万 | 0.34% | 111,747 | 78,341 | 234.5% | $4,831.74万 | 加仓 |
| PEP | PEPSICO INC | $6,802.71万 | 0.33% | 438,065 | 1,595 | 0.4% | $24.77万 | 加仓 |
| CMF | ISHARES TR | $6,714.59万 | 0.33% | 1,180,899 | 9,918 | 0.8% | $56.39万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $6,484.92万 | 0.32% | 1,299,844 | 399,838 | 44.4% | $1,994.79万 | 加仓 |
| IWD | ISHARES TR | $6,476.05万 | 0.32% | 303,087 | -5,265 | -1.7% | -$112.50万 | 减仓 |
| UNP | UNION PAC CORP | $6,412.83万 | 0.32% | 264,316 | 4,216 | 1.6% | $102.29万 | 加仓 |
| BLK | BLACKROCK INC | $6,242.11万 | 0.31% | 64,906 | 689 | 1.1% | $66.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5,987.13万 | 0.29% | 644,609 | -156,355 | -19.5% | -$1,452.22万 | 减仓 |
| ESGD | ISHARES TR | $5,919.33万 | 0.29% | 619,047 | -1,854 | -0.3% | -$17.73万 | 减仓 |
| WM | WASTE MGMT INC DEL | $5,722.24万 | 0.28% | 249,020 | 3,071 | 1.2% | $70.57万 | 加仓 |
| ABBV | ABBVIE INC | $5,690.65万 | 0.28% | 261,651 | 4,917 | 1.9% | $106.94万 | 加仓 |
| SPGI | S&P GLOBAL INC | $5,620.13万 | 0.28% | 132,133 | 3,182 | 2.5% | $135.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,565.67万 | 0.27% | 868,550 | -57,147 | -6.2% | -$366.20万 | 减仓 |
| VLO | VALERO ENERGY CORP | $5,548.69万 | 0.27% | 224,571 | -1,642 | -0.7% | -$40.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,316.19万 | 0.26% | 1,368,036 | -7,489 | -0.5% | -$29.10万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,313.80万 | 0.26% | 532,125 | 505,991 | 1,936.1% | $5,052.82万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $5,272.47万 | 0.26% | 1,046,748 | 450,984 | 75.7% | $2,271.61万 | 加仓 |
| TJX | TJX COS INC NEW | $5,197.88万 | 0.26% | 325,477 | 19,408 | 6.3% | $309.95万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,133.26万 | 0.25% | 252,335 | 4,359 | 1.8% | $88.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,976.73万 | 0.24% | 1,420,298 | -117,718 | -7.7% | -$412.48万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $4,879.90万 | 0.24% | 103,117 | -1,338 | -1.3% | -$63.32万 | 减仓 |
| WELL | WELLTOWER INC | $4,847.59万 | 0.24% | 245,187 | 30,573 | 14.2% | $604.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,817.00万 | 0.24% | 677,210 | 367,895 | 118.9% | $2,616.84万 | 加仓 |
| NFLX | NETFLIX INC. | $4,649.70万 | 0.23% | 483,588 | 67,241 | 16.2% | $646.52万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,643.42万 | 0.23% | 585,773 | -264,252 | -31.1% | -$2,094.73万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $4,634.73万 | 0.23% | 1,025,837 | 1,025,837 | — | $4,634.73万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $4,569.48万 | 0.22% | 557,389 | 45,692 | 8.9% | $374.58万 | 加仓 |
| XEL | XCEL ENERGY INC | $4,495.68万 | 0.22% | 565,921 | 16,668 | 3.0% | $132.41万 | 加仓 |
| TSLA | TESLA INC | $4,479.03万 | 0.22% | 120,485 | 7,034 | 6.2% | $261.49万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $4,379.77万 | 0.22% | 876,480 | -33,686 | -3.7% | -$168.33万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4,340.06万 | 0.21% | 153,701 | -7,287 | -4.5% | -$205.76万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $4,323.35万 | 0.21% | 396,710 | 22,212 | 5.9% | $242.07万 | 加仓 |
| ALL | ALLSTATE CORP | $4,224.44万 | 0.21% | 203,744 | -107,620 | -34.6% | -$2,231.40万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $4,153.88万 | 0.20% | 1,807,607 | 205,481 | 12.8% | $472.20万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4,084.14万 | 0.20% | 434,575 | 128,528 | 42.0% | $1,207.91万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,081.79万 | 0.20% | 904,653 | -29,802 | -3.2% | -$134.47万 | 减仓 |
| IJR | ISHARES TR | $4,020.98万 | 0.20% | 323,464 | -8,600 | -2.6% | -$106.91万 | 减仓 |
| RTX | RTX CORPORATION | $3,928.85万 | 0.19% | 203,673 | -10,578 | -4.9% | -$204.05万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,885.33万 | 0.19% | 77,759 | 13,433 | 20.9% | $671.20万 | 加仓 |
| PAVE | GLOBAL X FDS | $3,779.93万 | 0.19% | 743,935 | -4,529 | -0.6% | -$23.01万 | 减仓 |
| ZTS | ZOETIS INC | $3,718.06万 | 0.18% | 314,530 | 33,456 | 11.9% | $395.48万 | 加仓 |
| SO | SOUTHERN CO | $3,717.41万 | 0.18% | 385,144 | -5,736 | -1.5% | -$55.36万 | 减仓 |
| BIL | SPDR SERIES TRUST | $3,693.10万 | 0.18% | 403,001 | -117,939 | -22.6% | -$1,080.79万 | 减仓 |
| EFV | ISHARES TR | $3,662.88万 | 0.18% | 492,654 | -19,578 | -3.8% | -$145.56万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,513.50万 | 0.17% | 380,619 | 16,956 | 4.7% | $156.52万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $3,463.77万 | 0.17% | 168,307 | 118,747 | 239.6% | $2,443.82万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $3,392.31万 | 0.17% | 94,525 | -1,529 | -1.6% | -$54.87万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,366.78万 | 0.17% | 156,551 | -5,205 | -3.2% | -$111.94万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,355.71万 | 0.16% | 141,222 | -1,279 | -0.9% | -$30.39万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,340.26万 | 0.16% | 161,443 | -1,266 | -0.8% | -$26.19万 | 减仓 |
| VGT | VANGUARD WORLD FD | $3,267.63万 | 0.16% | 46,833 | 31,985 | 215.4% | $2,231.66万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,198.29万 | 0.16% | 199,494 | 20,442 | 11.4% | $327.73万 | 加仓 |