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 |
|---|---|---|---|---|---|---|---|---|
| UL | UNILEVER PLC | $33.59万 | 0.01% | 5,896 | 645 | 12.3% | $3.67万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $33.60万 | 0.01% | 1,707 | 1,707 | — | $33.60万 | 新建仓 |
| THFF | FIRST FINANCIAL CORPORATION | $33.82万 | 0.01% | 5,351 | 630 | 13.3% | $3.98万 | 加仓 |
| MAGS | LISTED FDS TR | $34.01万 | 0.01% | 5,870 | 5,870 | — | $34.01万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $34.08万 | 0.01% | 3,481 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $34.09万 | 0.01% | 18,919 | 7,438 | 64.8% | $13.40万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $34.26万 | 0.01% | 3,183 | -265 | -7.7% | -$2.85万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $34.28万 | 0.01% | 7,394 | -12 | -0.2% | -$556 | 减仓 |
| HDEF | DBX ETF TR | $34.37万 | 0.01% | 10,604 | -384 | -3.5% | -$1.24万 | 减仓 |
| ALLY | ALLY FINL INC | $34.40万 | 0.01% | 8,769 | 8,769 | — | $34.40万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $34.47万 | 0.01% | 1,201 | -34 | -2.8% | -$9,758 | 减仓 |
| TXT | TEXTRON INC | $34.47万 | 0.01% | 3,937 | -132 | -3.2% | -$1.16万 | 减仓 |
| INFY | INFOSYS LTD | $34.53万 | 0.01% | 25,562 | -3,386 | -11.7% | -$4.57万 | 减仓 |
| PPG | PPG INDS INC | $34.58万 | 0.01% | 3,235 | 3,235 | — | $34.58万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $34.60万 | 0.01% | 10,185 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP | $34.67万 | 0.01% | 3,209 | 1,181 | 58.2% | $12.76万 | 加仓 |
| STM | STMICROELECTRONICS N V | $34.76万 | 0.01% | 10,062 | 479 | 5.0% | $1.65万 | 加仓 |
| BBY | BEST BUY INC | $34.76万 | 0.01% | 5,415 | 2,146 | 65.6% | $13.78万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $34.77万 | 0.01% | 2,431 | 787 | 47.9% | $11.26万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.81万 | 0.01% | 3,515 | 3,515 | — | $34.81万 | 新建仓 |
| SMH | VANECK ETF TRUST | $34.93万 | 0.01% | 911 | 911 | — | $34.93万 | 新建仓 |
| GM | GENERAL MTRS CO | $34.98万 | 0.01% | 4,696 | 954 | 25.5% | $7.11万 | 加仓 |
| NUMG | NUSHARES ETF TR | $35.05万 | 0.01% | 8,533 | 482 | 6.0% | $1.98万 | 加仓 |
| MPLX | MPLX LP | $35.19万 | 0.01% | 6,166 | 446 | 7.8% | $2.55万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $35.28万 | 0.01% | 2,181 | 687 | 46.0% | $11.11万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $35.42万 | 0.01% | 17,060 | 17,060 | — | $35.42万 | 新建仓 |
| CTAS | CINTAS CORP | $35.64万 | 0.01% | 2,107 | 985 | 87.8% | $16.66万 | 加仓 |
| XEL | XCEL ENERGY INC | $35.85万 | 0.01% | 4,513 | 807 | 21.8% | $6.41万 | 加仓 |
| BIDU | BAIDU INC | $35.93万 | 0.01% | 3,225 | 464 | 16.8% | $5.17万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $35.96万 | 0.01% | 13,124 | 886 | 7.2% | $2.43万 | 加仓 |
| GDX | VANECK ETF TRUST | $35.99万 | 0.01% | 3,922 | -1,492 | -27.6% | -$13.69万 | 减仓 |
| APA | APA CORPORATION | $36.01万 | 0.01% | 8,486 | 8,486 | — | $36.01万 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC | $36.05万 | 0.01% | 5,593 | 97 | 1.8% | $6,252 | 加仓 |
| ROKU | ROKU INC | $36.05万 | 0.01% | 3,810 | 3,810 | — | $36.05万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $36.05万 | 0.01% | 4,246 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $36.06万 | 0.01% | 4,238 | 478 | 12.7% | $4.07万 | 加仓 |
| THG | HANOVER INS GROUP INC | $36.07万 | 0.01% | 2,081 | 2,081 | — | $36.07万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $36.13万 | 0.01% | 3,820 | -57 | -1.5% | -$5,392 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $36.17万 | 0.01% | 2,498 | -95 | -3.7% | -$1.38万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $36.20万 | 0.01% | 2,469 | 59 | 2.4% | $8,650 | 加仓 |
| TECK | TECK RESOURCES LTD | $36.24万 | 0.01% | 7,002 | 52 | 0.7% | $2,691 | 加仓 |
| FTI | TECHNIPFMC PLC | $36.25万 | 0.01% | 5,244 | -1,050 | -16.7% | -$7.26万 | 减仓 |
| OGS | ONE GAS INC | $36.30万 | 0.01% | 4,215 | 672 | 19.0% | $5.79万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $36.31万 | 0.01% | 5,194 | 658 | 14.5% | $4.60万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $36.37万 | 0.01% | 13,027 | 13,027 | — | $36.37万 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC | $36.40万 | 0.01% | 6,494 | 875 | 15.6% | $4.90万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $36.60万 | 0.01% | 1,351 | 368 | 37.4% | $9.97万 | 加仓 |
| MELI | MERCADOLIBRE INC | $36.65万 | 0.01% | 212 | 6 | 2.9% | $1.04万 | 加仓 |
| — | ELECTRONIC ARTS INC | $36.69万 | 0.01% | 1,800 | 1,800 | — | $36.69万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $36.73万 | 0.01% | 3,354 | 1,513 | 82.2% | $16.57万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $36.90万 | 0.01% | 8,736 | 605 | 7.4% | $2.56万 | 加仓 |
| OKTA | OKTA INC | $36.92万 | 0.01% | 4,691 | 4,691 | — | $36.92万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $37.02万 | 0.01% | 4,543 | 2,188 | 92.9% | $17.83万 | 加仓 |
| YETI | YETI HLDGS INC | $37.11万 | 0.01% | 10,142 | 4,000 | 65.1% | $14.64万 | 加仓 |
| CPT | CAMDEN PPTY TR | $37.15万 | 0.01% | 3,804 | 1,382 | 57.1% | $13.50万 | 加仓 |
| CNA | CNA FINL CORP | $37.26万 | 0.01% | 8,114 | 8,114 | — | $37.26万 | 新建仓 |
| TTD | THE TRADE DESK INC | $37.31万 | 0.01% | 16,445 | 16,445 | — | $37.31万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $37.39万 | 0.01% | 5,752 | -287 | -4.8% | -$1.87万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $37.57万 | 0.01% | 2,300 | 563 | 32.4% | $9.20万 | 加仓 |
| IWS | ISHARES TR | $37.62万 | 0.01% | 2,581 | -116 | -4.3% | -$1.69万 | 减仓 |
| PLXS | PLEXUS CORP | $37.63万 | 0.01% | 1,858 | 105 | 6.0% | $2.13万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $37.67万 | 0.01% | 3,547 | 3,547 | — | $37.67万 | 新建仓 |
| MTZ | MASTEC INC | $37.74万 | 0.01% | 1,173 | 1,173 | — | $37.74万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $37.79万 | 0.01% | 4,774 | 1,051 | 28.2% | $8.32万 | 加仓 |
| IRM | IRON MTN INC DEL | $38.61万 | 0.01% | 3,780 | 3,780 | — | $38.61万 | 新建仓 |
| DCI | DONALDSON INC | $38.63万 | 0.01% | 4,552 | 1,685 | 58.8% | $14.30万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $38.66万 | 0.01% | 2,160 | 353 | 19.5% | $6.32万 | 加仓 |
| TTE | TOTALENERGIES SE | $38.69万 | 0.01% | 4,252 | 1,094 | 34.6% | $9.95万 | 加仓 |
| MMM | 3M CO | $38.72万 | 0.01% | 2,666 | -1,165 | -30.4% | -$16.92万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.72万 | 0.01% | 1,386 | 112 | 8.8% | $3.13万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $38.84万 | 0.01% | 14,734 | 14,734 | — | $38.84万 | 新建仓 |
| IDXX | IDEXX LABS INC | $38.88万 | 0.01% | 692 | 78 | 12.7% | $4.38万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $38.94万 | 0.01% | 956 | 299 | 45.5% | $12.18万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $38.94万 | 0.01% | 24,768 | 11,495 | 86.6% | $18.07万 | 重新持有 |
| PODD | INSULET CORP | $39.22万 | 0.01% | 1,869 | 890 | 90.9% | $18.68万 | 加仓 |
| USFD | US FOODS HLDG CORP | $39.27万 | 0.01% | 4,259 | 1,527 | 55.9% | $14.08万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $39.30万 | 0.01% | 8,689 | -247 | -2.8% | -$1.12万 | 减仓 |
| AGNC | AGNC INVT CORP | $39.50万 | 0.01% | 39,380 | 25,267 | 179.0% | $25.34万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $39.66万 | 0.01% | 14,580 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $39.76万 | 0.01% | 3,363 | -3,326 | -49.7% | -$39.32万 | 减仓 |
| EVER | EVERQUOTE INC | $40.01万 | 0.01% | 25,945 | 12,335 | 90.6% | $19.02万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $40.01万 | 0.01% | 16,459 | 265 | 1.6% | $6,442 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $40.05万 | 0.01% | 5,521 | 5,521 | — | $40.05万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $40.10万 | 0.01% | 71,611 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $40.13万 | 0.01% | 8,745 | 8,745 | — | $40.13万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $40.26万 | 0.01% | 23,727 | 6,957 | 41.5% | $11.81万 | 加仓 |
| EXEL | EXELIXIS INC | $40.53万 | 0.01% | 9,450 | 47 | 0.5% | $2,016 | 加仓 |
| LOPE | GRAND CANYON ED INC | $40.54万 | 0.01% | 2,384 | 1,465 | 159.4% | $24.91万 | 重新持有 |
| WCN | WASTE CONNECTIONS INC | $40.55万 | 0.01% | 2,496 | -2,419 | -49.2% | -$39.29万 | 减仓 |
| FFIV | F5 INC | $40.68万 | 0.01% | 1,406 | 222 | 18.8% | $6.42万 | 重新持有 |
| AGCO | AGCO CORP | $40.69万 | 0.01% | 3,512 | 1,059 | 43.2% | $12.27万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $40.80万 | 0.01% | 693 | 48 | 7.4% | $2.83万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $40.85万 | 0.01% | 4,533 | 88 | 2.0% | $7,930 | 加仓 |
| SPYM | SPDR SERIES TRUST | $40.92万 | 0.01% | 5,347 | 1,493 | 38.7% | $11.43万 | 加仓 |
| TGT | TARGET CORP | $41.03万 | 0.01% | 3,386 | -175 | -4.9% | -$2.12万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $41.12万 | 0.01% | 9,413 | 2,444 | 35.1% | $10.68万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $41.13万 | 0.01% | 3,141 | 3,141 | — | $41.13万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $41.30万 | 0.01% | 4,090 | -339 | -7.7% | -$3.42万 | 减仓 |
| F | FORD MTR CO | $41.40万 | 0.01% | 35,875 | 7,973 | 28.6% | $9.20万 | 加仓 |
| FCN | FTI CONSULTING INC | $41.52万 | 0.01% | 2,349 | 2,349 | — | $41.52万 | 新建仓 |