Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Seattle WA · SEC CIK 0001510434
$57.85亿2026Q1 申报市值
996持仓数
39.5%前十大占比 · 第一大 5.9%
141 / 44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
DFA INVT DIMENSI 新建仓+$5,870.09万
NVDA 加仓+$3,557.25万
VCSH 加仓+$2,456.00万
IQLT 加仓+$1,827.64万
QGRW 加仓+$1,589.98万
2026Q1 卖出最多 按季末市值估算
SJNK 减仓-$5,082.86万
HYMB 减仓-$667.91万
GLW 减仓-$403.51万
MTUM 减仓-$330.66万
MSFT 减仓-$328.93万
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 |
|---|---|---|---|---|---|---|---|---|
| — | REV GROUP INC | $0 | 0.00% | 0 | -31,546 | -100.0% | -$191.83万 | 清仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -167,400 | -100.0% | -$128.90万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -14,012 | -100.0% | -$103.78万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,770 | -100.0% | -$87.69万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,667 | -100.0% | -$74.20万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -10,452 | -100.0% | -$55.10万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -14,160 | -100.0% | -$54.35万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -6,517 | -100.0% | -$51.06万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -1,447 | -100.0% | -$46.81万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -14,568 | -100.0% | -$45.85万 | 清仓 |
| IVES | WEDBUSH SER TR | $0 | 0.00% | 0 | -14,040 | -100.0% | -$44.38万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -9,622 | -100.0% | -$42.50万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,867 | -100.0% | -$42.46万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -2,812 | -100.0% | -$40.71万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -600 | -100.0% | -$35.44万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -752 | -100.0% | -$33.54万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -78,876 | -100.0% | -$31.94万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -810 | -100.0% | -$31.89万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -4,024 | -100.0% | -$30.68万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -3,468 | -100.0% | -$29.45万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,825 | -100.0% | -$27.46万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$27.19万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -1,305 | -100.0% | -$26.95万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -318 | -100.0% | -$25.74万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,291 | -100.0% | -$25.65万 | 清仓 |
| EDIV | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGRC | MCGRATH RENTCORP | $0 | 0.00% | 0 | -2,306 | -100.0% | -$24.20万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -1,587 | -100.0% | -$23.91万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -882 | -100.0% | -$23.74万 | 清仓 |
| AAON | AAON INC 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$22.88万 | 清仓 |
| LQDH | ISHARES U S ETF TR | $0 | 0.00% | 0 | -2,444 | -100.0% | -$22.81万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -1,778 | -100.0% | -$22.68万 | 清仓 |
| SNN | SMITH & NEPHEW PLC | $0 | 0.00% | 0 | -6,603 | -100.0% | -$21.66万 | 清仓 |
| REGL | PROSHARES TR | $0 | 0.00% | 0 | -2,571 | -100.0% | -$21.65万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -3,980 | -100.0% | -$21.51万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -2,099 | -100.0% | -$21.34万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -728 | -100.0% | -$20.96万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -2,409 | -100.0% | -$20.94万 | 清仓 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -6,403 | -100.0% | -$20.86万 | 清仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -694 | -100.0% | -$20.84万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -2,797 | -100.0% | -$20.83万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,272 | -100.0% | -$20.60万 | 清仓 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMER | OMEROS CORP | $0 | 0.00% | 0 | -10,500 | -100.0% | -$18.03万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -10,748 | -100.0% | -$13.98万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -13,680 | -100.0% | -$13.04万 | 清仓 |
| — | GABELLI EQUITY TR INC | $502 | 0.00% | 71,620 | 71,620 | — | $502 | 新建仓 |
| — | MOBIX LABS INC | $1,625 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | CBAK ENERGY TECHNOLOGY INC | $8,478 | 0.00% | 10,250 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP 看涨期权 | $9,398 | 0.00% | 100 | 100 | — | $9,398 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $1.74万 | 0.00% | 100 | 100 | — | $1.74万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN 看涨期权 | $2.03万 | 0.00% | 100 | 100 | — | $2.03万 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $2.73万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| GEVO | GEVO INC | $2.81万 | 0.00% | 10,305 | 10,305 | — | $2.81万 | 新建仓 |
| T | AT&T INC 看涨期权 | $2.90万 | 0.00% | 1,000 | 1,000 | — | $2.90万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $3.38万 | 0.00% | 100 | 100 | — | $3.38万 | 新建仓 |
| AMAT | APPLIED MATLS INC 看涨期权 | $3.42万 | 0.00% | 100 | 100 | — | $3.42万 | 新建仓 |
| — | COGNITION THERAPEUTICS INC | $3.65万 | 0.00% | 48,000 | 0 | 0.0% | — | 不变 |
| CIG | CIA ENERGETICA DE MINAS GERA | $4.71万 | 0.00% | 19,697 | -39,888 | -66.9% | -$9.53万 | 减仓 |
| RUM | RUMBLE INC | $5.25万 | 0.00% | 10,298 | 298 | 3.0% | $1,520 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6.09万 | 0.00% | 10,394 | 10,394 | — | $6.09万 | 新建仓 |
| TSLA | TESLA INC 看跌期权 | $7.43万 | 0.00% | 200 | 200 | — | $7.43万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $7.56万 | 0.00% | 11,845 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $7.69万 | 0.00% | 12,750 | -660 | -4.9% | -$3,980 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $7.92万 | 0.00% | 13,650 | -2,420 | -15.1% | -$1.40万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $8.33万 | 0.00% | 18,840 | 151 | 0.8% | $667 | 加仓 |
| TIC | TIC SOLUTIONS INC | $8.35万 | 0.00% | 12,688 | 1,165 | 10.1% | $7,666 | 加仓 |
| TKC | TURKCELL ILETISIM | $8.96万 | 0.00% | 14,861 | 4,622 | 45.1% | $2.79万 | 加仓 |
| ASTL | ALGOMA STL GROUP INC | $8.99万 | 0.00% | 21,773 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $9.35万 | 0.00% | 33,501 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $9.72万 | 0.00% | 11,926 | -19,219 | -61.7% | -$15.66万 | 减仓 |
| UNIT | UNITI GROUP LLC | $9.97万 | 0.00% | 10,625 | 10,625 | — | $9.97万 | 新建仓 |
| BSBR | BANCO SANTANDER BRASIL S A | $10.69万 | 0.00% | 18,020 | 5,527 | 44.2% | $3.28万 | 加仓 |
| SLV | ISHARES SILVER TR | $10.75万 | 0.00% | 1,577 | -3,876 | -71.1% | -$26.41万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $11.42万 | 0.00% | 10,848 | 10,848 | — | $11.42万 | 新建仓 |
| AI | C3 AI INC | $11.60万 | 0.00% | 13,776 | 1,548 | 12.7% | $1.30万 | 加仓 |
| NMR | NOMURA HLDGS INC | $13.95万 | 0.00% | 17,685 | 5,812 | 49.0% | $4.59万 | 加仓 |
| — | PUTNAM ETF TRUST | $14.21万 | 0.00% | 19,526 | 19,526 | — | $14.21万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $14.96万 | 0.00% | 10,039 | 10,039 | — | $14.96万 | 新建仓 |
| RDY | DR REDDYS LABS LTD | $15.86万 | 0.00% | 11,449 | 11,449 | — | $15.86万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $16.02万 | 0.00% | 14,539 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $16.41万 | 0.00% | 32,634 | 8,331 | 34.3% | $4.19万 | 加仓 |
| ADT | ADT INC DEL | $16.83万 | 0.00% | 25,617 | -3,549 | -12.2% | -$2.33万 | 重新持有 |
| — | LEGGETT & PLATT INC | $17.56万 | 0.00% | 17,771 | 4,237 | 31.3% | $4.19万 | 加仓 |
| MAKO | MAKO MNG CORP | $17.57万 | 0.00% | 27,500 | 27,500 | — | $17.57万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $17.62万 | 0.00% | 11,095 | 2,125 | 23.7% | $3.37万 | 加仓 |
| NOK | NOKIA CORP | $17.95万 | 0.00% | 22,329 | 4,909 | 28.2% | $3.95万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $18.08万 | 0.00% | 20,064 | 5,338 | 36.2% | $4.81万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $18.30万 | 0.00% | 11,032 | 0 | 0.0% | — | 不变 |
| CDNA | CAREDX INC | $19.34万 | 0.00% | 11,138 | -750 | -6.3% | -$1.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $19.51万 | 0.00% | 300 | 300 | — | $19.51万 | 新建仓 |