Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Seattle WA · SEC CIK 0001510434
$68.53亿2026Q2 申报市值
1,062持仓数
39.4%前十大占比 · 第一大 6.0%
112 / 57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
IQLT 加仓+$5,208.75万
NVDA 加仓+$2,061.77万
VTIP 加仓+$1,281.91万
VCSH 加仓+$1,097.64万
EFV 加仓+$960.55万
2026Q2 卖出最多 按季末市值估算
MTUM 减仓-$986.87万
SJNK 减仓-$433.18万
ADBE 减仓-$354.84万
FTNT 减仓-$347.09万
WDC 减仓-$274.52万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4.12亿 | 6.02% | 2,060,394 | 103,042 | 5.3% | $2,061.77万 | 加仓 |
| QUAL | ISHARES TR | $3.94亿 | 5.75% | 1,794,452 | 27,758 | 1.6% | $609.09万 | 加仓 |
| IQLT | ISHARES TR | $3.91亿 | 5.71% | 7,891,119 | 1,051,210 | 15.4% | $5,208.75万 | 加仓 |
| MTUM | ISHARES TR | $3.19亿 | 4.66% | 931,613 | -28,786 | -3.0% | -$986.87万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2.58亿 | 3.77% | 5,146,018 | 255,209 | 5.2% | $1,281.91万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.27亿 | 3.32% | 2,877,812 | 138,889 | 5.1% | $1,097.64万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.85亿 | 2.69% | 3,355,094 | 160,599 | 5.0% | $883.45万 | 加仓 |
| AAPL | APPLE INC | $1.80亿 | 2.62% | 620,743 | 8,324 | 1.4% | $240.86万 | 加仓 |
| IEMG | ISHARES INC | $1.68亿 | 2.45% | 2,028,593 | 43,903 | 2.2% | $363.69万 | 加仓 |
| EFV | ISHARES TR | $1.63亿 | 2.38% | 2,134,694 | 125,480 | 6.2% | $960.55万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.20亿 | 1.75% | 1,454,830 | 63,238 | 4.5% | $522.66万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9,917.41万 | 1.45% | 1,835,877 | 50,396 | 2.8% | $272.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,560.41万 | 1.25% | 229,490 | 8,773 | 4.0% | $327.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,761.19万 | 1.13% | 103,930 | 7,489 | 7.8% | $559.26万 | 加仓 |
| QGRW | WISDOMTREE TR | $7,661.01万 | 1.12% | 1,160,231 | 139,185 | 13.6% | $919.04万 | 加仓 |
| — | DFA INVT DIMENSIONS GROUP IN | $7,562.02万 | 1.10% | 1,238,052 | 83,924 | 7.3% | $512.61万 | 加仓 |
| AMZN | AMAZON COM INC | $7,482.64万 | 1.09% | 313,948 | 18,338 | 6.2% | $437.07万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7,328.93万 | 1.07% | 336,297 | -3,868 | -1.1% | -$84.30万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,059.43万 | 1.03% | 1,212,961 | 62,792 | 5.5% | $365.45万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $6,841.91万 | 1.00% | 663,940 | 33,361 | 5.3% | $343.79万 | 加仓 |
| GOOG | ALPHABET INC | $6,509.45万 | 0.95% | 184,231 | 13,782 | 8.1% | $486.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,449.89万 | 0.94% | 922,732 | 8,659 | 0.9% | $60.53万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,409.34万 | 0.94% | 899,556 | 631 | 0.1% | $4.50万 | 加仓 |
| META | META PLATFORMS INC | $6,163.06万 | 0.90% | 109,412 | 3,518 | 3.3% | $198.17万 | 加仓 |
| CSCO | CISCO SYS INC | $5,651.00万 | 0.82% | 481,100 | 5,322 | 1.1% | $62.51万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $5,546.49万 | 0.81% | 444,573 | 29,914 | 7.2% | $373.21万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $4,627.33万 | 0.68% | 479,864 | 24,402 | 5.4% | $235.31万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $4,578.21万 | 0.67% | 951,415 | 94,315 | 11.0% | $453.84万 | 加仓 |
| AVGO | BROADCOM INC | $3,982.56万 | 0.58% | 105,429 | 6,678 | 6.8% | $252.26万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,685.61万 | 0.54% | 31,930 | -475 | -1.5% | -$54.83万 | 减仓 |
| TSLA | TESLA INC | $3,602.99万 | 0.53% | 85,663 | 6,941 | 8.8% | $291.94万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,591.67万 | 0.52% | 83,245 | -2,627 | -3.1% | -$113.34万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,445.03万 | 0.50% | 1,243,692 | 110,906 | 9.8% | $307.21万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $3,290.11万 | 0.48% | 1,314,467 | -173,064 | -11.6% | -$433.18万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,205.69万 | 0.47% | 73,978 | -1,659 | -2.2% | -$71.89万 | 减仓 |
| GOOGL | ALPHABET INC | $3,193.87万 | 0.47% | 89,371 | 5,033 | 6.0% | $179.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,193.42万 | 0.47% | 86,300 | 9,073 | 11.7% | $335.73万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,185.59万 | 0.46% | 131,099 | 2,606 | 2.0% | $63.32万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3,169.39万 | 0.46% | 205,418 | -933 | -0.5% | -$14.40万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,130.95万 | 0.46% | 705,804 | -5,124 | -0.7% | -$22.73万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,112.28万 | 0.45% | 53,576 | -1,967 | -3.5% | -$114.27万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,101.41万 | 0.45% | 1,053,827 | 843 | 0.1% | $2.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,964.13万 | 0.43% | 90,555 | 3,753 | 4.3% | $122.85万 | 加仓 |
| ESGD | ISHARES TR | $2,901.42万 | 0.42% | 282,212 | 395 | 0.1% | $4.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,887.45万 | 0.42% | 691,936 | 13,658 | 2.0% | $56.99万 | 加仓 |
| IWC | ISHARES TR | $2,815.30万 | 0.41% | 140,737 | 73 | 0.1% | $1.46万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,675.35万 | 0.39% | 371,812 | 12,553 | 3.5% | $90.32万 | 加仓 |
| MGC | VANGUARD WORLD FD | $2,668.32万 | 0.39% | 97,516 | 8,097 | 9.1% | $221.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,613.61万 | 0.38% | 317,417 | 74 | 0.0% | $6,093 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $2,595.39万 | 0.38% | 104,019 | -5,192 | -4.8% | -$129.55万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $2,592.41万 | 0.38% | 179,269 | 5,294 | 3.0% | $76.56万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,591.03万 | 0.38% | 40,566 | -4,298 | -9.6% | -$274.52万 | 减仓 |
| MGK | VANGUARD WORLD FD | $2,503.05万 | 0.37% | 284,728 | 23,643 | 9.1% | $207.85万 | 加仓 |
| GLW | CORNING INC | $2,430.71万 | 0.35% | 95,162 | -8,838 | -8.5% | -$225.75万 | 减仓 |
| CMI | CUMMINS INC | $2,377.45万 | 0.35% | 33,334 | -784 | -2.3% | -$55.92万 | 减仓 |
| EFG | ISHARES TR | $2,362.83万 | 0.34% | 189,907 | 17,791 | 10.3% | $221.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $2,327.05万 | 0.34% | 116,300 | -51,100 | -30.5% | -$1,022.46万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $2,312.06万 | 0.34% | 1,293,097 | 53,575 | 4.3% | $95.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,298.71万 | 0.34% | 31,215 | 3,063 | 10.9% | $225.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,286.52万 | 0.33% | 90,031 | 775 | 0.9% | $19.68万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2,242.60万 | 0.33% | 500,022 | 46,789 | 10.3% | $209.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,212.33万 | 0.32% | 23,649 | 2,128 | 9.9% | $199.07万 | 加仓 |
| IJR | ISHARES TR | $2,136.72万 | 0.31% | 144,071 | 12,449 | 9.5% | $184.63万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,112.13万 | 0.31% | 129,222 | 7,794 | 6.4% | $127.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,096.59万 | 0.31% | 41,899 | 4,207 | 11.2% | $210.51万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $2,035.69万 | 0.30% | 636,366 | 19,187 | 3.1% | $61.38万 | 加仓 |
| LLY | ELI LILLY & CO | $2,033.75万 | 0.30% | 16,956 | 647 | 4.0% | $77.60万 | 加仓 |
| NULV | NUSHARES ETF TR | $2,013.87万 | 0.29% | 402,854 | 1,411 | 0.4% | $7.05万 | 加仓 |
| WMT | WALMART INC | $2,007.49万 | 0.29% | 177,246 | 979 | 0.6% | $11.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,992.27万 | 0.29% | 27,556 | 768 | 2.9% | $55.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,987.90万 | 0.29% | 28,944 | 2,050 | 7.6% | $140.80万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,899.64万 | 0.28% | 55,237 | -57 | -0.1% | -$1.96万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,807.30万 | 0.26% | 25,100 | -474 | -1.9% | -$34.13万 | 减仓 |
| STIP | ISHARES TR | $1,728.14万 | 0.25% | 169,160 | -1,111 | -0.7% | -$11.35万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,719.67万 | 0.25% | 288,101 | -4,423 | -1.5% | -$26.40万 | 减仓 |
| CAT | CATERPILLAR INC | $1,706.09万 | 0.25% | 16,021 | -216 | -1.3% | -$23.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,691.70万 | 0.25% | 60,158 | 3,106 | 5.4% | $87.34万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,686.61万 | 0.25% | 93,226 | 2,255 | 2.5% | $40.80万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,617.70万 | 0.24% | 53,368 | 37 | 0.1% | $1.12万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,596.95万 | 0.23% | 440,417 | -9,944 | -2.2% | -$36.06万 | 减仓 |
| IVV | ISHARES TR | $1,560.17万 | 0.23% | 20,833 | -1,538 | -6.9% | -$115.18万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,505.90万 | 0.22% | 76,209 | 5,436 | 7.7% | $107.42万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,497.04万 | 0.22% | 414,348 | -14,854 | -3.5% | -$53.67万 | 减仓 |
| INTC | INTEL CORP | $1,473.23万 | 0.21% | 105,510 | -6,573 | -5.9% | -$91.78万 | 减仓 |
| ESML | ISHARES TR | $1,455.70万 | 0.21% | 260,272 | -2,256 | -0.9% | -$12.62万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,439.82万 | 0.21% | 64,290 | 13,367 | 26.2% | $299.36万 | 加仓 |
| ESGE | ISHARES INC | $1,436.90万 | 0.21% | 262,736 | -8,595 | -3.2% | -$47.01万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $1,358.36万 | 0.20% | 182,808 | 4,821 | 2.7% | $35.82万 | 加仓 |
| V | VISA INC | $1,355.93万 | 0.20% | 39,521 | 3,910 | 11.0% | $134.15万 | 加仓 |
| — | EXXON MOBIL CORP | $1,334.50万 | 0.19% | 97,608 | 632 | 0.7% | $8.64万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,320.26万 | 0.19% | 33,242 | -824 | -2.4% | -$32.73万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,314.93万 | 0.19% | 42,929 | 4,127 | 10.6% | $126.41万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,311.08万 | 0.19% | 82,964 | 9,589 | 13.1% | $151.53万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,301.39万 | 0.19% | 373,856 | 240 | 0.1% | $8,354 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,300.16万 | 0.19% | 288,215 | 5,096 | 1.8% | $22.99万 | 加仓 |
| EBI | RBB FUND TRUST | $1,219.39万 | 0.18% | 187,741 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1,175.72万 | 0.17% | 39,444 | -1,569 | -3.8% | -$46.77万 | 减仓 |
| NUMV | NUSHARES ETF TR | $1,160.96万 | 0.17% | 266,948 | -343 | -0.1% | -$1.49万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,159.59万 | 0.17% | 125,674 | 9,373 | 8.1% | $86.48万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,126.26万 | 0.16% | 82,819 | 5,586 | 7.2% | $75.96万 | 加仓 |