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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $7,059.43万 | 1.03% | 1,212,961 | 62,792 | 5.5% | $365.45万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7,328.93万 | 1.07% | 336,297 | -3,868 | -1.1% | -$84.30万 | 减仓 |
| AMZN | AMAZON COM INC | $7,482.64万 | 1.09% | 313,948 | 18,338 | 6.2% | $437.07万 | 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 |
| QGRW | WISDOMTREE TR | $7,661.01万 | 1.12% | 1,160,231 | 139,185 | 13.6% | $919.04万 | 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 |
| MSFT | MICROSOFT CORP | $8,560.41万 | 1.25% | 229,490 | 8,773 | 4.0% | $327.25万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9,917.41万 | 1.45% | 1,835,877 | 50,396 | 2.8% | $272.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.20亿 | 1.75% | 1,454,830 | 63,238 | 4.5% | $522.66万 | 加仓 |
| EFV | ISHARES TR | $1.63亿 | 2.38% | 2,134,694 | 125,480 | 6.2% | $960.55万 | 加仓 |
| IEMG | ISHARES INC | $1.68亿 | 2.45% | 2,028,593 | 43,903 | 2.2% | $363.69万 | 加仓 |
| AAPL | APPLE INC | $1.80亿 | 2.62% | 620,743 | 8,324 | 1.4% | $240.86万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.85亿 | 2.69% | 3,355,094 | 160,599 | 5.0% | $883.45万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.27亿 | 3.32% | 2,877,812 | 138,889 | 5.1% | $1,097.64万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2.58亿 | 3.77% | 5,146,018 | 255,209 | 5.2% | $1,281.91万 | 加仓 |
| MTUM | ISHARES TR | $3.19亿 | 4.66% | 931,613 | -28,786 | -3.0% | -$986.87万 | 减仓 |
| IQLT | ISHARES TR | $3.91亿 | 5.71% | 7,891,119 | 1,051,210 | 15.4% | $5,208.75万 | 加仓 |
| QUAL | ISHARES TR | $3.94亿 | 5.75% | 1,794,452 | 27,758 | 1.6% | $609.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4.12亿 | 6.02% | 2,060,394 | 103,042 | 5.3% | $2,061.77万 | 加仓 |