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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $481.66万 | 0.08% | 34,822 | 14,758 | 73.6% | $204.13万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $484.40万 | 0.08% | 126,608 | -3,091 | -2.4% | -$11.83万 | 减仓 |
| ETR | ENTERGY CORP NEW | $491.59万 | 0.08% | 43,752 | 531 | 1.2% | $5.97万 | 加仓 |
| INTC | INTEL CORP | $494.62万 | 0.09% | 112,083 | -25,414 | -18.5% | -$112.15万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $502.95万 | 0.09% | 82,927 | 3,387 | 4.3% | $20.54万 | 加仓 |
| IJS | ISHARES TR | $503.90万 | 0.09% | 42,541 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $507.70万 | 0.09% | 20,886 | -7,262 | -25.8% | -$176.53万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $510.51万 | 0.09% | 41,579 | 105 | 0.3% | $1.29万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $514.87万 | 0.09% | 17,115 | 623 | 3.8% | $18.74万 | 加仓 |
| BLK | BLACKROCK INC | $521.15万 | 0.09% | 5,419 | 9 | 0.2% | $8,655 | 加仓 |
| BAC | BANK AMERICA CORP | $542.22万 | 0.09% | 111,224 | -120 | -0.1% | -$5,850 | 减仓 |
| MRK | MERCK & CO INC | $543.34万 | 0.09% | 45,169 | 7,239 | 19.1% | $87.08万 | 加仓 |
| GRMN | GARMIN LTD | $547.16万 | 0.09% | 23,584 | 5,006 | 26.9% | $116.14万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $549.51万 | 0.09% | 218,927 | -4,562 | -2.0% | -$11.45万 | 减仓 |
| SUB | ISHARES TR | $560.18万 | 0.10% | 52,599 | -158 | -0.3% | -$1.68万 | 减仓 |
| MUB | ISHARES TR | $567.08万 | 0.10% | 53,422 | 4,421 | 9.0% | $46.93万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $568.16万 | 0.10% | 188,946 | -3,170 | -1.7% | -$9.53万 | 减仓 |
| EME | EMCOR GROUP INC | $571.30万 | 0.10% | 7,738 | 533 | 7.4% | $39.35万 | 加仓 |
| KR | KROGER CO | $572.33万 | 0.10% | 79,095 | 5,169 | 7.0% | $37.40万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $572.38万 | 0.10% | 5,235 | 536 | 11.4% | $58.60万 | 加仓 |
| GE | GE AEROSPACE | $576.66万 | 0.10% | 20,321 | 1,081 | 5.6% | $30.68万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $600.29万 | 0.10% | 83,687 | -766 | -0.9% | -$5.49万 | 减仓 |
| MCD | MCDONALDS CORP | $612.21万 | 0.11% | 19,698 | 1,743 | 9.7% | $54.17万 | 加仓 |
| DEM | WISDOMTREE TR | $622.07万 | 0.11% | 125,189 | 446 | 0.4% | $2.22万 | 加仓 |
| PAYX | PAYCHEX INC | $643.59万 | 0.11% | 69,865 | 867 | 1.3% | $7.99万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $644.86万 | 0.11% | 69,858 | 14,422 | 26.0% | $133.13万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $674.13万 | 0.12% | 283,119 | 24,451 | 9.5% | $58.22万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $679.70万 | 0.12% | 202,653 | -3,878 | -1.9% | -$13.01万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $694.32万 | 0.12% | 113,729 | 1,721 | 1.5% | $10.51万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $711.08万 | 0.12% | 77,233 | 4,448 | 6.1% | $40.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $713.18万 | 0.12% | 21,103 | 511 | 2.5% | $17.27万 | 加仓 |
| TMUS | T-MOBILE US INC | $715.23万 | 0.12% | 34,054 | 6,971 | 25.7% | $146.41万 | 加仓 |
| HD | HOME DEPOT INC | $778.50万 | 0.13% | 23,670 | 1,277 | 5.7% | $42.00万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $783.67万 | 0.14% | 315,994 | -269,318 | -46.0% | -$667.91万 | 减仓 |
| ORCL | ORACLE CORP | $789.02万 | 0.14% | 53,635 | -2,918 | -5.2% | -$42.93万 | 减仓 |
| TXN | TEXAS INSTRS INC | $796.23万 | 0.14% | 41,013 | -3,916 | -8.7% | -$76.03万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $799.26万 | 0.14% | 18,299 | 6,686 | 57.6% | $292.03万 | 加仓 |
| ETN | EATON CORP PLC | $801.47万 | 0.14% | 22,408 | 139 | 0.6% | $4.97万 | 加仓 |
| SHM | SPDR SERIES TRUST | $805.47万 | 0.14% | 168,403 | 9,074 | 5.7% | $43.40万 | 加仓 |
| ABBV | ABBVIE INC | $825.76万 | 0.14% | 37,968 | 1,761 | 4.9% | $38.30万 | 加仓 |
| NEM | NEWMONT CORP | $854.47万 | 0.15% | 78,935 | 2,718 | 3.6% | $29.42万 | 加仓 |
| MCK | MCKESSON CORP | $860.33万 | 0.15% | 9,942 | -342 | -3.3% | -$29.59万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $876.16万 | 0.15% | 195,571 | 17,100 | 9.6% | $76.61万 | 加仓 |
| RTX | RTX CORPORATION | $892.43万 | 0.15% | 46,264 | 792 | 1.7% | $15.28万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $894.19万 | 0.15% | 182,750 | -15,062 | -7.6% | -$73.70万 | 减仓 |
| AMAT | APPLIED MATLS INC | $915.60万 | 0.16% | 26,788 | 2,777 | 11.6% | $94.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $935.97万 | 0.16% | 64,800 | 35,623 | 122.1% | $514.54万 | 加仓 |
| ESGU | ISHARES TR | $951.48万 | 0.16% | 67,280 | 4,807 | 7.7% | $67.98万 | 加仓 |
| AZO | AUTOZONE INC | $956.93万 | 0.17% | 2,833 | 164 | 6.1% | $55.40万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $998.58万 | 0.17% | 38,802 | 2,862 | 8.0% | $73.65万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $1,004.71万 | 0.17% | 220,321 | 3,402 | 1.6% | $15.51万 | 加仓 |
| TJX | TJX COS INC NEW | $1,029.79万 | 0.18% | 64,483 | 4,697 | 7.9% | $75.01万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,034.69万 | 0.18% | 50,923 | 547 | 1.1% | $11.11万 | 加仓 |
| NUMV | NUSHARES ETF TR | $1,036.29万 | 0.18% | 267,291 | -4,571 | -1.7% | -$17.72万 | 减仓 |
| V | VISA INC | $1,076.31万 | 0.19% | 35,611 | 159 | 0.4% | $4.81万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,083.76万 | 0.19% | 34,066 | -1,403 | -4.0% | -$44.63万 | 减仓 |
| EBI | RBB FUND TRUST | $1,086.29万 | 0.19% | 187,741 | -10,658 | -5.4% | -$61.67万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,086.68万 | 0.19% | 73,375 | -595 | -0.8% | -$8.81万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,093.00万 | 0.19% | 116,301 | -3,234 | -2.7% | -$30.39万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,094.79万 | 0.19% | 32,405 | 2,784 | 9.4% | $94.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,129.91万 | 0.20% | 55,543 | 431 | 0.8% | $8.77万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,139.53万 | 0.20% | 373,616 | -10,131 | -2.6% | -$30.90万 | 减仓 |
| CAT | CATERPILLAR INC | $1,150.29万 | 0.20% | 16,237 | -562 | -3.3% | -$39.81万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $1,176.85万 | 0.20% | 177,987 | -5,091 | -2.8% | -$33.66万 | 减仓 |
| NFLX | NETFLIX INC. | $1,184.95万 | 0.20% | 123,240 | 11,227 | 10.0% | $107.95万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,198.15万 | 0.21% | 85,969 | 1,485 | 1.8% | $20.70万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,213.53万 | 0.21% | 44,864 | -3,597 | -7.4% | -$97.30万 | 减仓 |
| ESGE | ISHARES INC | $1,233.74万 | 0.21% | 271,331 | -6,572 | -2.4% | -$29.88万 | 减仓 |
| ESML | ISHARES TR | $1,234.41万 | 0.21% | 262,528 | -5,244 | -2.0% | -$24.66万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,248.12万 | 0.22% | 429,202 | -84,193 | -16.4% | -$244.83万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,285.99万 | 0.22% | 62,155 | 8,211 | 15.2% | $169.89万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,304.21万 | 0.23% | 70,773 | 770 | 1.1% | $14.19万 | 加仓 |
| — | BELPOINTE PREP LLC | $1,312.08万 | 0.23% | 246,631 | -1,450 | -0.6% | -$7.71万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,382.88万 | 0.24% | 57,052 | 3,254 | 6.0% | $78.87万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,396.83万 | 0.24% | 53,331 | -394 | -0.7% | -$10.32万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,404.06万 | 0.24% | 25,574 | -910 | -3.4% | -$49.96万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,409.41万 | 0.24% | 85,872 | 2,420 | 2.9% | $39.72万 | 加仓 |
| GLW | CORNING INC | $1,414.09万 | 0.24% | 104,000 | -29,676 | -22.2% | -$403.51万 | 减仓 |
| IVV | ISHARES TR | $1,461.29万 | 0.25% | 22,371 | 737 | 3.4% | $48.14万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,483.94万 | 0.26% | 450,361 | -16,918 | -3.6% | -$55.74万 | 减仓 |
| T | AT&T INC | $1,497.37万 | 0.26% | 516,511 | 81,487 | 18.7% | $236.23万 | 加仓 |
| LLY | ELI LILLY & CO | $1,500.02万 | 0.26% | 16,309 | 1,430 | 9.6% | $131.52万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,504.16万 | 0.26% | 90,971 | 3,356 | 3.8% | $55.49万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,581.09万 | 0.27% | 292,524 | -142 | -0.0% | -$7,675 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,607.07万 | 0.28% | 26,894 | 489 | 1.9% | $29.22万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,616.07万 | 0.28% | 75,637 | 7,861 | 11.6% | $167.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,624.86万 | 0.28% | 28,152 | 74 | 0.3% | $4.27万 | 加仓 |
| IJR | ISHARES TR | $1,636.19万 | 0.28% | 131,622 | 5,214 | 4.1% | $64.82万 | 加仓 |
| — | EXXON MOBIL CORP | $1,645.29万 | 0.28% | 96,976 | 4,863 | 5.3% | $82.51万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,652.45万 | 0.29% | 55,294 | 2,048 | 3.8% | $61.20万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,760.10万 | 0.30% | 121,428 | 2,916 | 2.5% | $42.27万 | 加仓 |
| STIP | ISHARES TR | $1,761.11万 | 0.30% | 170,271 | -3,559 | -2.0% | -$36.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,806.21万 | 0.31% | 37,692 | 39 | 0.1% | $1.87万 | 加仓 |
| NULV | NUSHARES ETF TR | $1,826.57万 | 0.32% | 401,443 | -7,804 | -1.9% | -$35.51万 | 减仓 |
| CMI | CUMMINS INC | $1,835.62万 | 0.32% | 34,118 | -40 | -0.1% | -$2.15万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $1,848.68万 | 0.32% | 617,179 | 11,746 | 1.9% | $35.18万 | 加仓 |
| EFG | ISHARES TR | $1,916.85万 | 0.33% | 172,116 | 8,998 | 5.5% | $100.21万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,918.65万 | 0.33% | 52,217 | 2,641 | 5.3% | $97.04万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2,014.62万 | 0.35% | 453,233 | 34,852 | 8.3% | $154.92万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $2,063.87万 | 0.36% | 173,975 | 11,004 | 6.8% | $130.54万 | 加仓 |