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 |
|---|---|---|---|---|---|---|---|---|
| MSM | MSC INDL DIRECT INC | $25.73万 | 0.00% | 2,789 | 26 | 0.9% | $2,399 | 加仓 |
| EQNR | EQUINOR ASA | $25.83万 | 0.00% | 6,120 | 6,120 | — | $25.83万 | 新建仓 |
| TEX | TEREX CORP NEW | $25.90万 | 0.00% | 4,383 | 4,383 | — | $25.90万 | 新建仓 |
| NIC | NICOLET BANKSHARES INC | $25.90万 | 0.00% | 1,743 | 254 | 17.1% | $3.77万 | 重新持有 |
| — | TOPBUILD COR | $26.07万 | 0.00% | 742 | 742 | — | $26.07万 | 新建仓 |
| MLI | MUELLER INDS INC | $26.12万 | 0.00% | 2,357 | 489 | 26.2% | $5.42万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $26.15万 | 0.00% | 1,882 | 1,882 | — | $26.15万 | 新建仓 |
| GPC | GENUINE PARTS CO | $26.25万 | 0.00% | 2,482 | 670 | 37.0% | $7.09万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $26.33万 | 0.00% | 10,333 | 10,333 | — | $26.33万 | 新建仓 |
| ONC | BEONE MEDICINES LTD | $26.67万 | 0.00% | 898 | 106 | 13.4% | $3.15万 | 加仓 |
| PRI | PRIMERICA INC | $26.73万 | 0.00% | 1,067 | 1,067 | — | $26.73万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $26.81万 | 0.00% | 2,724 | 2,724 | — | $26.81万 | 新建仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $26.87万 | 0.00% | 9,208 | 2,370 | 34.7% | $6.92万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $26.95万 | 0.00% | 5,402 | 5,402 | — | $26.95万 | 新建仓 |
| CLX | CLOROX CO DEL | $26.96万 | 0.00% | 2,602 | 2,602 | — | $26.96万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $26.98万 | 0.00% | 3,189 | 3,189 | — | $26.98万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $27.03万 | 0.00% | 11,296 | -3,820 | -25.3% | -$9.14万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $27.06万 | 0.00% | 385 | 385 | — | $27.06万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $27.07万 | 0.00% | 5,832 | 5,832 | — | $27.07万 | 新建仓 |
| AAUA | EA SERIES TRUST | $27.16万 | 0.00% | 5,550 | 5,550 | — | $27.16万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $27.21万 | 0.00% | 5,465 | -1,762 | -24.4% | -$8.77万 | 减仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $27.26万 | 0.00% | 4,000 | 4,000 | — | $27.26万 | 新建仓 |
| VSAT | VIASAT INC | $27.48万 | 0.00% | 5,999 | 5,999 | — | $27.48万 | 新建仓 |
| ALLE | ALLEGION PLC | $27.50万 | 0.00% | 1,893 | 1,893 | — | $27.50万 | 新建仓 |
| TRU | TRANSUNION | $27.53万 | 0.00% | 3,979 | 1,257 | 46.2% | $8.70万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $27.66万 | 0.00% | 728 | 4 | 0.6% | $1,520 | 重新持有 |
| CUBE | CUBESMART | $27.66万 | 0.00% | 7,548 | 7,548 | — | $27.66万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $27.70万 | 0.00% | 6,902 | -320 | -4.4% | -$1.28万 | 减仓 |
| WIT | WIPRO LTD | $27.79万 | 0.00% | 131,099 | -22,012 | -14.4% | -$4.67万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $27.80万 | 0.00% | 3,824 | -65 | -1.7% | -$4,725 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $27.89万 | 0.00% | 684 | 100 | 17.1% | $4.08万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $28.01万 | 0.00% | 3,796 | 785 | 26.1% | $5.79万 | 加仓 |
| CTVA | CORTEVA INC | $28.08万 | 0.00% | 3,355 | -1,117 | -25.0% | -$9.35万 | 重新持有 |
| OFG | OFG BANCORP | $28.20万 | 0.00% | 6,969 | 1,287 | 22.7% | $5.21万 | 加仓 |
| BJRI | BJS RESTAURANTS INC | $28.21万 | 0.00% | 8,038 | 22 | 0.3% | $772 | 加仓 |
| ARW | ARROW ELECTRS INC | $28.22万 | 0.00% | 1,968 | 1,968 | — | $28.22万 | 新建仓 |
| — | GATES INDL CORP PLC | $28.23万 | 0.00% | 12,487 | 12,487 | — | $28.23万 | 新建仓 |
| NWSA | NEWS CORP NEW | $28.32万 | 0.00% | 11,361 | 11,361 | — | $28.32万 | 新建仓 |
| HDV | ISHARES TR | $28.50万 | 0.00% | 2,100 | -146 | -6.5% | -$1.98万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $28.56万 | 0.00% | 9,225 | -8,065 | -46.6% | -$24.97万 | 减仓 |
| — | SIGA TECHNOLOGIES INC | $28.73万 | 0.00% | 53,694 | 9,772 | 22.2% | $5.23万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $28.77万 | 0.00% | 12,923 | 3,026 | 30.6% | $6.74万 | 加仓 |
| DINO | HF SINCLAIR CORP | $28.77万 | 0.00% | 4,612 | 4,612 | — | $28.77万 | 新建仓 |
| DDOG | DATADOG INC | $28.90万 | 0.00% | 2,448 | 2,448 | — | $28.90万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $28.94万 | 0.01% | 1,677 | -6,076 | -78.4% | -$104.86万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.94万 | 0.01% | 18,494 | -186 | -1.0% | -$2,911 | 减仓 |
| SPTI | SPDR SERIES TRUST | $28.96万 | 0.01% | 10,104 | 1,117 | 12.4% | $3.20万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $28.98万 | 0.01% | 4,893 | 282 | 6.1% | $1.67万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $29.01万 | 0.01% | 3,871 | -700 | -15.3% | -$5.25万 | 减仓 |
| GMED | GLOBUS MED INC | $29.06万 | 0.01% | 3,373 | 3,373 | — | $29.06万 | 新建仓 |
| BALL | BALL CORP | $29.09万 | 0.01% | 4,922 | 4,922 | — | $29.09万 | 新建仓 |
| ATR | APTARGROUP INC | $29.10万 | 0.01% | 2,309 | 2,309 | — | $29.10万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $29.24万 | 0.01% | 5,073 | 173 | 3.5% | $9,972 | 加仓 |
| ING | ING GROEP N.V. | $29.40万 | 0.01% | 11,287 | 11,287 | — | $29.40万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.43万 | 0.01% | 659 | -1,172 | -64.0% | -$52.33万 | 减仓 |
| OGE | OGE ENERGY CORP | $29.47万 | 0.01% | 6,145 | 6,145 | — | $29.47万 | 新建仓 |
| SKYW | SKYWEST INC | $29.56万 | 0.01% | 3,219 | -550 | -14.6% | -$5.05万 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $29.57万 | 0.01% | 11,264 | 2,113 | 23.1% | $5.55万 | 加仓 |
| FULT | FULTON FINL CORP PA | $29.83万 | 0.01% | 14,668 | 2,071 | 16.4% | $4.21万 | 加仓 |
| DVY | ISHARES TR | $29.95万 | 0.01% | 1,978 | -173 | -8.0% | -$2.62万 | 减仓 |
| EFX | EQUIFAX INC | $29.98万 | 0.01% | 1,665 | -552 | -24.9% | -$9.94万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $29.99万 | 0.01% | 5,769 | 587 | 11.3% | $3.05万 | 加仓 |
| OEF | ISHARES TR | $29.99万 | 0.01% | 943 | 228 | 31.9% | $7.25万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $30.06万 | 0.01% | 4,079 | -416 | -9.3% | -$3.07万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $30.16万 | 0.01% | 37,984 | 9,031 | 31.2% | $7.17万 | 加仓 |
| AVBH | AVIDBANK HLDGS INC | $30.21万 | 0.01% | 10,600 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP 看跌期权 | $30.54万 | 0.01% | 1,800 | 1,800 | — | $30.54万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $30.62万 | 0.01% | 5,079 | 1,547 | 43.8% | $9.33万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $30.65万 | 0.01% | 1,860 | -339 | -15.4% | -$5.59万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $30.89万 | 0.01% | 2,977 | 79 | 2.7% | $8,197 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $30.90万 | 0.01% | 8,350 | 2,317 | 38.4% | $8.58万 | 加仓 |
| KGC | KINROSS GOLD CORP | $30.94万 | 0.01% | 10,137 | 645 | 6.8% | $1.97万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $30.98万 | 0.01% | 1,236 | 1,236 | — | $30.98万 | 新建仓 |
| DHI | D R HORTON INC | $31.03万 | 0.01% | 2,261 | 99 | 4.6% | $1.36万 | 加仓 |
| MAT | MATTEL INC | $31.06万 | 0.01% | 21,375 | 635 | 3.1% | $9,227 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $31.06万 | 0.01% | 268 | -9 | -3.2% | -$1.04万 | 减仓 |
| ACT | ENACT HLDGS INC | $31.11万 | 0.01% | 7,623 | 1,072 | 16.4% | $4.37万 | 加仓 |
| CLS | CELESTICA INC | $31.13万 | 0.01% | 1,105 | -182 | -14.1% | -$5.13万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $31.15万 | 0.01% | 2,563 | 2,563 | — | $31.15万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $31.29万 | 0.01% | 4,939 | 1,124 | 29.5% | $7.12万 | 加仓 |
| DVA | DAVITA INC | $31.31万 | 0.01% | 2,037 | -295 | -12.7% | -$4.53万 | 减仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $31.36万 | 0.01% | 4,444 | 820 | 22.6% | $5.79万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $31.44万 | 0.01% | 1,827 | -161 | -8.1% | -$2.77万 | 减仓 |
| EG | EVEREST GROUP LTD | $31.54万 | 0.01% | 965 | 965 | — | $31.54万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $31.61万 | 0.01% | 2,207 | 344 | 18.5% | $4.93万 | 加仓 |
| EPAM | EPAM SYS INC | $31.63万 | 0.01% | 2,336 | 48 | 2.1% | $6,499 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $31.87万 | 0.01% | 1,080 | 1,080 | — | $31.87万 | 新建仓 |
| IEF | ISHARES TR | $32.23万 | 0.01% | 3,377 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $32.50万 | 0.01% | 1,118 | 3 | 0.3% | $872 | 加仓 |
| CDW | CDW CORP | $32.55万 | 0.01% | 2,690 | 838 | 45.2% | $10.14万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $32.59万 | 0.01% | 16,500 | 5,142 | 45.3% | $10.16万 | 加仓 |
| DXCM | DEXCOM INC | $32.61万 | 0.01% | 5,193 | 5,193 | — | $32.61万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $32.65万 | 0.01% | 2,996 | -286 | -8.7% | -$3.12万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $32.81万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $32.85万 | 0.01% | 13,468 | 2,119 | 18.7% | $5.17万 | 加仓 |
| ACI | ALBERTSONS COS INC | $32.92万 | 0.01% | 19,319 | 5,197 | 36.8% | $8.86万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $32.98万 | 0.01% | 8,733 | 2,378 | 37.4% | $8.98万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $33.14万 | 0.01% | 12,057 | 1,591 | 15.2% | $4.37万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $33.22万 | 0.01% | 11,276 | 11,276 | — | $33.22万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $33.57万 | 0.01% | 7,156 | -376 | -5.0% | -$1.76万 | 减仓 |