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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $20.10亿 | 7.68% | 23,330,170 | 1,422,592 | 6.5% | $1.23亿 | 加仓 |
| VTV | VANGUARD INDEX FDS | $19.57亿 | 7.48% | 8,979,182 | 560,448 | 6.7% | $1.22亿 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $9.34亿 | 3.57% | 12,178,869 | 1,938,104 | 18.9% | $1.49亿 | 加仓 |
| AAPL | APPLE INC | $9.08亿 | 3.47% | 3,136,978 | 840,681 | 36.6% | $2.43亿 | 加仓 |
| VOE | VANGUARD INDEX FDS | $8.87亿 | 3.39% | 4,488,689 | 348,651 | 8.4% | $6,889.34万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $7.71亿 | 2.94% | 8,253,048 | 1,013,456 | 14.0% | $9,463.65万 | 加仓 |
| IGSB | ISHARES TR | $7.19亿 | 2.75% | 13,710,330 | 1,989,601 | 17.0% | $1.04亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.14亿 | 2.35% | 3,070,726 | 443,070 | 16.9% | $8,865.39万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $5.37亿 | 2.05% | 1,752,727 | 201,601 | 13.0% | $6,175.04万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4.97亿 | 1.90% | 9,199,022 | 1,972,267 | 27.3% | $1.07亿 | 加仓 |
| AGG | ISHARES TR | $3.91亿 | 1.49% | 3,949,910 | 759,257 | 23.8% | $7,515.13万 | 加仓 |
| GOOGL | ALPHABET INC | $3.87亿 | 1.48% | 1,082,743 | 36,532 | 3.5% | $1,305.54万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3.73亿 | 1.43% | 1,020,017 | 212,203 | 26.3% | $7,760.26万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.72亿 | 1.42% | 6,231,229 | -1,441,257 | -18.8% | -$8,602.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.61亿 | 1.38% | 482,806 | 36,818 | 8.3% | $2,749.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.50亿 | 1.34% | 939,168 | 107,849 | 13.0% | $4,022.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.47亿 | 1.33% | 505,167 | 19,254 | 4.0% | $1,322.38万 | 加仓 |
| AMZN | AMAZON COM INC | $3.41亿 | 1.30% | 1,431,137 | 105,090 | 7.9% | $2,504.72万 | 加仓 |
| AVGO | BROADCOM INC | $3.34亿 | 1.28% | 883,315 | 71,642 | 8.8% | $2,706.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3.32亿 | 1.27% | 4,751,916 | 450,901 | 10.5% | $3,151.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3.23亿 | 1.24% | 1,697,667 | -16,704 | -1.0% | -$318.24万 | 减仓 |
| IVV | ISHARES TR | $2.88亿 | 1.10% | 384,493 | 1,513 | 0.4% | $113.31万 | 加仓 |
| IEMG | ISHARES INC | $2.63亿 | 1.01% | 3,176,408 | 2,940,603 | 1,247.0% | $2.44亿 | 加仓 |
| JPM | JPMorgan Chase & Co | $2.37亿 | 0.91% | 724,174 | 66,424 | 10.1% | $2,174.26万 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $2.08亿 | 0.79% | 5,033,084 | -141,476 | -2.7% | -$584.44万 | 减仓 |
| JNJ | Johnson & Johnson | $1.80亿 | 0.69% | 708,767 | 97,152 | 15.9% | $2,467.37万 | 加仓 |
| GOVT | ISHARES TR | $1.61亿 | 0.61% | 7,063,645 | 69,682 | 1.0% | $158.74万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $1.59亿 | 0.61% | 274,074 | 21,739 | 8.6% | $1,262.84万 | 加仓 |
| META | META PLATFORMS INC | $1.48亿 | 0.57% | 262,961 | 37,956 | 16.9% | $2,138.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.46亿 | 0.56% | 155,825 | 7,517 | 5.1% | $703.19万 | 加仓 |
| GOOG | ALPHABET INC | $1.41亿 | 0.54% | 399,284 | 55,297 | 16.1% | $1,953.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.31亿 | 0.50% | 177,229 | 36,602 | 26.0% | $2,695.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.28亿 | 0.49% | 255,949 | 28,305 | 12.4% | $1,416.35万 | 加仓 |
| V | VISA INC | $1.23亿 | 0.47% | 359,913 | 38,749 | 12.1% | $1,329.44万 | 加仓 |
| CSCO | CISCO SYS INC | $1.22亿 | 0.46% | 1,034,410 | -7,073 | -0.7% | -$83.08万 | 减仓 |
| LLY | ELI LILLY & CO | $1.15亿 | 0.44% | 96,123 | 15,393 | 19.1% | $1,846.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.11亿 | 0.42% | 298,954 | 33,188 | 12.5% | $1,228.09万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1.08亿 | 0.41% | 2,732,777 | -60,930 | -2.2% | -$240.92万 | 减仓 |
| MU | Micron Technology Inc | $1.06亿 | 0.40% | 91,513 | 39,780 | 76.9% | $4,591.77万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1.02亿 | 0.39% | 2,173,607 | -45,794 | -2.1% | -$215.90万 | 减仓 |
| CMF | ISHARES TR | $9,749.23万 | 0.37% | 1,691,400 | 510,501 | 43.2% | $2,942.53万 | 加仓 |
| IWF | ISHARES TR | $9,586.60万 | 0.37% | 772,054 | 77,302 | 11.1% | $959.86万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $9,247.10万 | 0.35% | 3,142,065 | -42,772 | -1.3% | -$125.88万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $9,238.88万 | 0.35% | 1,826,588 | 526,744 | 40.5% | $2,664.27万 | 加仓 |
| MUB | ISHARES TR | $9,194.88万 | 0.35% | 854,384 | 6,765 | 0.8% | $72.80万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $8,401.69万 | 0.32% | 119,454 | 7,707 | 6.9% | $542.06万 | 加仓 |
| PANW | Palo Alto Networks Inc | $8,108.52万 | 0.31% | 237,773 | 38,279 | 19.2% | $1,305.39万 | 加仓 |
| UNP | UNION PAC CORP | $7,978.37万 | 0.30% | 293,323 | 29,007 | 11.0% | $788.99万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $7,962.76万 | 0.30% | 1,569,326 | 39,001 | 2.5% | $197.89万 | 加仓 |
| IWD | ISHARES TR | $7,755.79万 | 0.30% | 319,919 | 16,832 | 5.6% | $408.06万 | 加仓 |
| SYK | STRYKER CORPORATION | $7,659.67万 | 0.29% | 243,288 | 26,901 | 12.4% | $846.95万 | 加仓 |
| MCD | MCDONALDS CORP | $7,639.34万 | 0.29% | 282,614 | 40,757 | 16.9% | $1,101.70万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $7,488.40万 | 0.29% | 1,815,369 | -16,665 | -0.9% | -$68.74万 | 减仓 |
| ABBV | ABBVIE INC | $7,481.96万 | 0.29% | 297,328 | 35,677 | 13.6% | $897.78万 | 加仓 |
| BLK | BlackRock Inc | $7,463.51万 | 0.29% | 77,619 | 12,713 | 19.6% | $1,222.43万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $7,408.99万 | 0.28% | 1,025,040 | 801,315 | 358.2% | $5,791.90万 | 加仓 |
| IJR | ISHARES TR | $6,987.58万 | 0.27% | 471,147 | 147,683 | 45.7% | $2,190.29万 | 加仓 |
| SNOW | Snowflake Inc | $6,914.24万 | 0.26% | 271,679 | 225,094 | 483.2% | $5,728.65万 | 加仓 |
| ORCL | Oracle Corp | $6,841.50万 | 0.26% | 466,837 | 312,863 | 203.2% | $4,585.01万 | 加仓 |
| ESGD | ISHARES TR | $6,749.75万 | 0.26% | 656,526 | 37,479 | 6.1% | $385.32万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $6,658.18万 | 0.25% | 906,985 | -97,290 | -9.7% | -$714.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $6,620.28万 | 0.25% | 1,246,522 | -25,033 | -2.0% | -$132.95万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $6,467.36万 | 0.25% | 736,854 | 92,245 | 14.3% | $809.63万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,416.84万 | 0.25% | 900,609 | 32,059 | 3.7% | $228.42万 | 加仓 |
| WELL | WELLTOWER INC | $6,229.16万 | 0.24% | 274,449 | 29,262 | 11.9% | $664.16万 | 加仓 |
| PLD | ProLogis Inc. | $6,072.36万 | 0.23% | 448,244 | 282,938 | 171.2% | $3,832.96万 | 加仓 |
| WM | WASTE MGMT INC DEL | $6,040.39万 | 0.23% | 271,016 | 21,996 | 8.8% | $490.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,005.64万 | 0.23% | 1,353,841 | -14,195 | -1.0% | -$62.97万 | 减仓 |
| VLO | Valero Energy Corp | $5,981.76万 | 0.23% | 229,679 | 5,108 | 2.3% | $133.03万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,715.60万 | 0.22% | 188,652 | 47,430 | 33.6% | $1,436.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,567.77万 | 0.21% | 676,193 | -1,017 | -0.2% | -$8.37万 | 减仓 |
| TSLA | TESLA INC | $5,535.75万 | 0.21% | 131,616 | 11,131 | 9.2% | $468.17万 | 加仓 |
| APH | AMPHENOL CORP | $5,532.14万 | 0.21% | 313,755 | 70,641 | 29.1% | $1,245.54万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $5,523.33万 | 0.21% | 2,348,353 | 540,746 | 29.9% | $1,271.83万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,471.05万 | 0.21% | 530,912 | -1,213 | -0.2% | -$12.50万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $5,392.46万 | 0.21% | 1,068,025 | 21,277 | 2.0% | $107.43万 | 加仓 |
| TJX | TJX COS INC NEW | $5,382.75万 | 0.21% | 355,297 | 29,820 | 9.2% | $451.77万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $5,373.96万 | 0.21% | 1,148,037 | 754,566 | 191.8% | $3,532.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,168.72万 | 0.20% | 1,332,487 | -87,811 | -6.2% | -$340.62万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $5,164.97万 | 0.20% | 119,709 | 108,275 | 947.0% | $4,671.64万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $5,116.93万 | 0.20% | 647,467 | 61,694 | 10.5% | $487.57万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $5,104.96万 | 0.20% | 145,827 | -7,874 | -5.1% | -$275.64万 | 减仓 |
| PEP | PEPSICO INC | $5,034.74万 | 0.19% | 371,842 | -66,223 | -15.1% | -$896.66万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $4,972.47万 | 0.19% | 1,088,067 | 1,031,511 | 1,823.9% | $4,714.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4,948.74万 | 0.19% | 96,354 | 18,595 | 23.9% | $955.04万 | 加仓 |
| XEL | Xcel Energy Inc | $4,925.94万 | 0.19% | 613,442 | 47,521 | 8.4% | $381.59万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $4,805.33万 | 0.18% | 409,731 | 13,021 | 3.3% | $152.71万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $4,805.24万 | 0.18% | 1,068,068 | 42,231 | 4.1% | $190.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4,799.72万 | 0.18% | 66,386 | 7,650 | 13.0% | $553.10万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $4,796.21万 | 0.18% | 96,877 | 2,352 | 2.5% | $116.44万 | 加仓 |
| SMH | VANECK ETF TRUST | $4,789.27万 | 0.18% | 73,019 | 4,666 | 6.8% | $306.04万 | 加仓 |
| SO | SOUTHERN CO | $4,700.91万 | 0.18% | 491,161 | 106,017 | 27.5% | $1,014.69万 | 加仓 |
| ALL | ALLSTATE CORP | $4,655.62万 | 0.18% | 195,664 | -8,080 | -4.0% | -$192.26万 | 减仓 |
| VGT | VANGUARD WORLD FD | $4,631.98万 | 0.18% | 387,549 | 12,885 | 3.4% | $154.00万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $4,628.43万 | 0.18% | 557,172 | -217 | -0.0% | -$1.80万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,598.34万 | 0.18% | 889,600 | -15,053 | -1.7% | -$77.81万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $4,571.82万 | 0.17% | 899,433 | 22,953 | 2.6% | $116.67万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $4,499.10万 | 0.17% | 504,383 | 374,584 | 288.6% | $3,341.29万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4,457.17万 | 0.17% | 483,058 | 48,483 | 11.2% | $447.35万 | 加仓 |
| IJH | ISHARES TR | $4,444.60万 | 0.17% | 576,397 | 155,881 | 37.1% | $1,202.00万 | 加仓 |