13F 机构持仓

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Seattle WA · SEC CIK 0001510434

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$68.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.0%
QUAL 5.7%
IQLT 5.7%
MTUM 4.7%
VTIP 3.8%
VCSH 3.3%
DFUV 2.7%
AAPL 2.6%
IEMG 2.5%
EFV 2.4%

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%2,060,394 103,0425.3% $2,061.77万 加仓
QUAL ISHARES TR $3.94亿5.75%1,794,452 27,7581.6% $609.09万 加仓
IQLT ISHARES TR $3.91亿5.71%7,891,119 1,051,21015.4% $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%5,146,018 255,2095.2% $1,281.91万 加仓
VCSH VANGUARD SCOTTSDALE FDS $2.27亿3.32%2,877,812 138,8895.1% $1,097.64万 加仓
DFUV DIMENSIONAL ETF TRUST $1.85亿2.69%3,355,094 160,5995.0% $883.45万 加仓
AAPL APPLE INC $1.80亿2.62%620,743 8,3241.4% $240.86万 加仓
IEMG ISHARES INC $1.68亿2.45%2,028,593 43,9032.2% $363.69万 加仓
EFV ISHARES TR $1.63亿2.38%2,134,694 125,4806.2% $960.55万 加仓
VCIT VANGUARD SCOTTSDALE FDS $1.20亿1.75%1,454,830 63,2384.5% $522.66万 加仓
DFIV DIMENSIONAL ETF TRUST $9,917.41万1.45%1,835,877 50,3962.8% $272.24万 加仓
MSFT MICROSOFT CORP $8,560.41万1.25%229,490 8,7734.0% $327.25万 加仓
SPY STATE STR SPDR S&P 500 ETF T $7,761.19万1.13%103,930 7,4897.8% $559.26万 加仓
QGRW WISDOMTREE TR $7,661.01万1.12%1,160,231 139,18513.6% $919.04万 加仓
— DFA INVT DIMENSIONS GROUP IN $7,562.02万1.10%1,238,052 83,9247.3% $512.61万 加仓
AMZN AMAZON COM INC $7,482.64万1.09%313,948 18,3386.2% $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 62,7925.5% $365.45万 加仓
AVDV AMERICAN CENTY ETF TR $6,841.91万1.00%663,940 33,3615.3% $343.79万 加仓
GOOG ALPHABET INC $6,509.45万0.95%184,231 13,7828.1% $486.96万 加仓
— DIMENSIONAL ETF TRUST $6,449.89万0.94%922,732 8,6590.9% $60.53万 加仓
VEA VANGUARD TAX-MANAGED FDS $6,409.34万0.94%899,556 6310.1% $4.50万 加仓
META META PLATFORMS INC $6,163.06万0.90%109,412 3,5183.3% $198.17万 加仓
CSCO CISCO SYS INC $5,651.00万0.82%481,100 5,3221.1% $62.51万 加仓
AVUV AMERICAN CENTY ETF TR $5,546.49万0.81%444,573 29,9147.2% $373.21万 加仓
VNQ VANGUARD INDEX FDS $4,627.33万0.68%479,864 24,4025.4% $235.31万 加仓
SCHC SCHWAB STRATEGIC TR $4,578.21万0.67%951,415 94,31511.0% $453.84万 加仓
AVGO BROADCOM INC $3,982.56万0.58%105,429 6,6786.8% $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 6,9418.8% $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%1,243,692 110,9069.8% $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 5,0336.0% $179.87万 加仓
VTI VANGUARD INDEX FDS $3,193.42万0.47%86,300 9,07311.7% $335.73万 加仓
VBR VANGUARD INDEX FDS $3,185.59万0.46%131,099 2,6062.0% $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 8430.1% $2.48万 加仓
JPM JPMORGAN CHASE & CO $2,964.13万0.43%90,555 3,7534.3% $122.85万 加仓
ESGD ISHARES TR $2,901.42万0.42%282,212 3950.1% $4.06万 加仓
— DIMENSIONAL ETF TRUST $2,887.45万0.42%691,936 13,6582.0% $56.99万 加仓
IWC ISHARES TR $2,815.30万0.41%140,737 730.1% $1.46万 加仓
MO ALTRIA GROUP INC $2,675.35万0.39%371,812 12,5533.5% $90.32万 加仓
MGC VANGUARD WORLD FD $2,668.32万0.39%97,516 8,0979.1% $221.56万 加仓
— DIMENSIONAL ETF TRUST $2,613.61万0.38%317,417 740.0% $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 5,2943.0% $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 23,6439.1% $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 17,79110.3% $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 53,5754.3% $95.79万 加仓
QQQ INVESCO QQQ TR $2,298.71万0.34%31,215 3,06310.9% $225.56万 加仓
JNJ JOHNSON & JOHNSON $2,286.52万0.33%90,031 7750.9% $19.68万 加仓
VNQI VANGUARD INTL EQUITY INDEX F $2,242.60万0.33%500,022 46,78910.3% $209.85万 加仓
COST COSTCO WHOLESALE CORPORATION $2,212.33万0.32%23,649 2,1289.9% $199.07万 加仓
IJR ISHARES TR $2,136.72万0.31%144,071 12,4499.5% $184.63万 加仓
MGV VANGUARD WORLD FD $2,112.13万0.31%129,222 7,7946.4% $127.39万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,096.59万0.31%41,899 4,20711.2% $210.51万 加仓
FEM FIRST TR EXCH TRD ALPHDX FD $2,035.69万0.30%636,366 19,1873.1% $61.38万 加仓
LLY ELI LILLY & CO $2,033.75万0.30%16,956 6474.0% $77.60万 加仓
NULV NUSHARES ETF TR $2,013.87万0.29%402,854 1,4110.4% $7.05万 加仓
WMT WALMART INC $2,007.49万0.29%177,246 9790.6% $11.09万 加仓
AMAT APPLIED MATLS INC $1,992.27万0.29%27,556 7682.9% $55.53万 加仓
VOO VANGUARD INDEX FDS $1,987.90万0.29%28,944 2,0507.6% $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 3,1065.4% $87.34万 加仓
PM PHILIP MORRIS INTL INC $1,686.61万0.25%93,226 2,2552.5% $40.80万 加仓
VB VANGUARD INDEX FDS $1,617.70万0.24%53,368 370.1% $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 5,4367.7% $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 13,36726.2% $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 4,8212.7% $35.82万 加仓
V VISA INC $1,355.93万0.20%39,521 3,91011.0% $134.15万 加仓
— EXXON MOBIL CORP $1,334.50万0.19%97,608 6320.7% $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 4,12710.6% $126.41万 加仓
VYM VANGUARD WHITEHALL FDS $1,311.08万0.19%82,964 9,58913.1% $151.53万 加仓
SCHV SCHWAB STRATEGIC TR $1,301.39万0.19%373,856 2400.1% $8,354 加仓
HPE HEWLETT PACKARD ENTERPRISE C $1,300.16万0.19%288,215 5,0961.8% $22.99万 加仓
EBI RBB FUND TRUST $1,219.39万0.18%187,741 00.0% — 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 9,3738.1% $86.48万 加仓
UAL UNITED AIRLS HLDGS INC $1,126.26万0.16%82,819 5,5867.2% $75.96万 加仓