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 |
|---|---|---|---|---|---|---|---|---|
| MGC | VANGUARD WORLD FD | $2,113.42万 | 0.37% | 89,419 | 3,661 | 4.3% | $86.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,144.42万 | 0.37% | 21,521 | -828 | -3.7% | -$82.50万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $2,152.55万 | 0.37% | 109,211 | 3,090 | 2.9% | $60.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,181.77万 | 0.38% | 89,256 | 5,253 | 6.3% | $128.40万 | 加仓 |
| WMT | WALMART INC | $2,190.66万 | 0.38% | 176,267 | -287 | -0.2% | -$3.57万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $2,200.15万 | 0.38% | 1,239,522 | 51,664 | 4.3% | $91.70万 | 加仓 |
| IWC | ISHARES TR | $2,245.14万 | 0.39% | 140,664 | -5,352 | -3.7% | -$85.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,257.26万 | 0.39% | 317,343 | -6,357 | -2.0% | -$45.22万 | 减仓 |
| MO | ALTRIA GROUP INC | $2,370.95万 | 0.41% | 359,259 | 14,588 | 4.2% | $96.27万 | 加仓 |
| GOOGL | ALPHABET INC | $2,425.22万 | 0.42% | 84,338 | 6,978 | 9.0% | $200.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,477.52万 | 0.43% | 77,227 | -3,232 | -4.0% | -$103.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,493.35万 | 0.43% | 678,278 | 8,622 | 1.3% | $31.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,553.35万 | 0.44% | 86,802 | 5,403 | 6.6% | $158.93万 | 加仓 |
| ESGD | ISHARES TR | $2,694.73万 | 0.47% | 281,817 | -261 | -0.1% | -$2.50万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,699.85万 | 0.47% | 1,052,984 | -77,549 | -6.9% | -$198.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,762.67万 | 0.48% | 710,928 | -4,428 | -0.6% | -$17.21万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,791.51万 | 0.48% | 128,493 | -2,461 | -1.9% | -$53.47万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,803.65万 | 0.48% | 1,132,786 | -19,520 | -1.7% | -$48.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $2,919.46万 | 0.50% | 167,400 | -39,100 | -18.9% | -$681.90万 | 减仓 |
| TSLA | TESLA INC | $2,926.49万 | 0.51% | 78,722 | 975 | 1.3% | $36.25万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3,008.40万 | 0.52% | 206,351 | -4,966 | -2.4% | -$72.40万 | 减仓 |
| AVGO | BROADCOM INC | $3,056.44万 | 0.53% | 98,751 | 4,458 | 4.7% | $137.98万 | 加仓 |
| CSCO | CISCO SYS INC | $3,691.56万 | 0.64% | 475,778 | 11,834 | 2.6% | $91.82万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $3,715.85万 | 0.64% | 1,487,531 | -2,034,773 | -57.8% | -$5,082.86万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $4,006.09万 | 0.69% | 857,100 | 79,946 | 10.3% | $373.67万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $4,039.95万 | 0.70% | 455,462 | 26,158 | 6.1% | $232.02万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,580.73万 | 0.79% | 414,659 | 19,890 | 5.0% | $219.72万 | 加仓 |
| GOOG | ALPHABET INC | $4,889.52万 | 0.85% | 170,449 | 19,016 | 12.6% | $545.49万 | 加仓 |
| QGRW | WISDOMTREE TR | $5,455.45万 | 0.94% | 1,021,046 | 297,582 | 41.1% | $1,589.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,708.39万 | 0.99% | 914,073 | -4,312 | -0.5% | -$26.93万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,760.31万 | 1.00% | 898,925 | -10,064 | -1.1% | -$64.49万 | 减仓 |
| — | DFA INVT DIMENSIONS GROUP IN | $5,870.09万 | 1.01% | 1,154,128 | 1,154,128 | — | $5,870.09万 | 新建仓 |
| META | META PLATFORMS INC | $6,058.50万 | 1.05% | 105,894 | -1,048 | -1.0% | -$59.96万 | 减仓 |
| AMZN | AMAZON COM INC | $6,156.66万 | 1.06% | 295,610 | 532 | 0.2% | $11.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,271.94万 | 1.08% | 96,441 | -2,247 | -2.3% | -$146.13万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $6,296.96万 | 1.09% | 630,579 | 18,165 | 3.0% | $181.40万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,674.04万 | 1.15% | 340,165 | -2,237 | -0.7% | -$43.89万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $6,733.09万 | 1.16% | 1,150,169 | 43,422 | 3.9% | $254.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,170.27万 | 1.41% | 220,717 | -8,886 | -3.9% | -$328.93万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9,423.77万 | 1.63% | 1,785,481 | -22,311 | -1.2% | -$117.76万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.15亿 | 1.99% | 1,391,592 | 20,924 | 1.5% | $173.15万 | 加仓 |
| IEMG | ISHARES INC | $1.38亿 | 2.39% | 1,984,690 | 42,946 | 2.2% | $299.55万 | 加仓 |
| EFV | ISHARES TR | $1.49亿 | 2.58% | 2,009,214 | 80,474 | 4.2% | $598.32万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.55亿 | 2.68% | 3,194,495 | 136,247 | 4.5% | $660.25万 | 加仓 |
| AAPL | APPLE INC | $1.55亿 | 2.69% | 612,419 | -7,927 | -1.3% | -$201.18万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.17亿 | 3.75% | 2,738,923 | 309,827 | 12.8% | $2,456.00万 | 加仓 |
| MTUM | ISHARES TR | $2.30亿 | 3.98% | 960,399 | -13,778 | -1.4% | -$330.66万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2.44亿 | 4.22% | 4,890,809 | 237,357 | 5.1% | $1,185.60万 | 加仓 |
| IQLT | ISHARES TR | $3.16亿 | 5.47% | 6,839,909 | 395,337 | 6.1% | $1,827.64万 | 加仓 |
| QUAL | ISHARES TR | $3.39亿 | 5.86% | 1,766,694 | 2,269 | 0.1% | $43.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.41亿 | 5.90% | 1,957,352 | 203,971 | 11.6% | $3,557.25万 | 加仓 |