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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $41.57万 | 0.01% | 4,797 | -2,033 | -29.8% | -$17.62万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $41.65万 | 0.01% | 5,820 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $41.75万 | 0.01% | 1,053 | 314 | 42.5% | $12.45万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $41.98万 | 0.01% | 3,119 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $42.10万 | 0.01% | 9,755 | -2,756 | -22.0% | -$11.89万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $42.11万 | 0.01% | 44,237 | 11,327 | 34.4% | $10.78万 | 加仓 |
| FE | FIRSTENERGY CORP | $42.32万 | 0.01% | 8,354 | -606 | -6.8% | -$3.07万 | 减仓 |
| NOW | SERVICENOW INC | $42.36万 | 0.01% | 4,052 | -5,692 | -58.4% | -$59.51万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $42.41万 | 0.01% | 8,256 | 8,256 | — | $42.41万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $42.42万 | 0.01% | 11,939 | 3,643 | 43.9% | $12.94万 | 重新持有 |
| GAP | GAP INC | $42.46万 | 0.01% | 17,547 | 8,086 | 85.5% | $19.57万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $42.47万 | 0.01% | 7,931 | 3,678 | 86.5% | $19.70万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $42.61万 | 0.01% | 7,908 | 3,238 | 69.3% | $17.45万 | 加仓 |
| VIS | VANGUARD WORLD FD | $42.75万 | 0.01% | 1,369 | 1,369 | — | $42.75万 | 新建仓 |
| NU | NU HLDGS LTD | $42.87万 | 0.01% | 29,830 | 9,965 | 50.2% | $14.32万 | 加仓 |
| DOCU | DOCUSIGN INC | $42.94万 | 0.01% | 9,057 | 1,684 | 22.8% | $7.98万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $42.99万 | 0.01% | 4,370 | -4,245 | -49.3% | -$41.76万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $43.30万 | 0.01% | 17,069 | 7,708 | 82.3% | $19.56万 | 加仓 |
| SNAP | SNAP INC | $43.32万 | 0.01% | 94,174 | -33,955 | -26.5% | -$15.62万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $43.36万 | 0.01% | 11,788 | -431 | -3.5% | -$1.59万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $43.46万 | 0.01% | 6,933 | -282 | -3.9% | -$1.77万 | 减仓 |
| O | REALTY INCOME CORP | $43.47万 | 0.01% | 7,105 | 3,614 | 103.5% | $22.11万 | 重新持有 |
| LH | LABCORP HOLDINGS INC | $43.54万 | 0.01% | 1,632 | -435 | -21.0% | -$11.61万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $43.59万 | 0.01% | 7,678 | 1,227 | 19.0% | $6.97万 | 加仓 |
| KRC | KILROY REALTY CORP | $43.66万 | 0.01% | 15,477 | 7,110 | 85.0% | $20.06万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $43.68万 | 0.01% | 3,185 | 1,498 | 88.8% | $20.54万 | 加仓 |
| EEM | ISHARES TR | $43.79万 | 0.01% | 7,712 | -2,805 | -26.7% | -$15.93万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $44.02万 | 0.01% | 12,136 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $44.10万 | 0.01% | 5,025 | 970 | 23.9% | $8.51万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $44.11万 | 0.01% | 7,200 | -1,478 | -17.0% | -$9.05万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $44.27万 | 0.01% | 4,394 | 1,934 | 78.6% | $19.49万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $44.34万 | 0.01% | 5,750 | 1,398 | 32.1% | $10.78万 | 加仓 |
| IGSB | ISHARES TR | $44.36万 | 0.01% | 8,441 | -1,667 | -16.5% | -$8.76万 | 减仓 |
| ZS | ZSCALER INC | $44.49万 | 0.01% | 3,171 | 2,195 | 224.9% | $30.79万 | 加仓 |
| REG | REGENCY CTRS CORP | $44.73万 | 0.01% | 5,912 | 2,305 | 63.9% | $17.44万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $44.84万 | 0.01% | 7,312 | 1,076 | 17.3% | $6.60万 | 加仓 |
| FTV | FORTIVE CORP | $44.92万 | 0.01% | 8,125 | -565 | -6.5% | -$3.12万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $45.03万 | 0.01% | 1,808 | 674 | 59.4% | $16.79万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $45.06万 | 0.01% | 1,697 | 336 | 24.7% | $8.92万 | 加仓 |
| RS | RELIANCE INC | $45.16万 | 0.01% | 1,486 | -125 | -7.8% | -$3.80万 | 减仓 |
| IR | INGERSOLL RAND INC | $45.38万 | 0.01% | 5,664 | 738 | 15.0% | $5.91万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $45.40万 | 0.01% | 18,427 | 9,934 | 117.0% | $24.48万 | 加仓 |
| ENS | ENERSYS | $45.45万 | 0.01% | 2,616 | 322 | 14.0% | $5.59万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $45.48万 | 0.01% | 11,838 | -4,970 | -29.6% | -$19.09万 | 减仓 |
| IQV | IQVIA HLDGS INC | $45.65万 | 0.01% | 2,677 | 815 | 43.8% | $13.90万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $45.67万 | 0.01% | 965 | -105 | -9.8% | -$4.97万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $45.78万 | 0.01% | 40,019 | -9,266 | -18.8% | -$10.60万 | 减仓 |
| KB | KB FINL GROUP INC | $45.79万 | 0.01% | 4,591 | 739 | 19.2% | $7.37万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $45.79万 | 0.01% | 30,484 | 3,118 | 11.4% | $4.68万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $45.81万 | 0.01% | 12,831 | 4,706 | 57.9% | $16.80万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $45.82万 | 0.01% | 2,820 | -1,061 | -27.3% | -$17.24万 | 减仓 |
| IX | ORIX CORP | $45.87万 | 0.01% | 15,295 | 1,912 | 14.3% | $5.73万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $45.93万 | 0.01% | 1,833 | 130 | 7.6% | $3.26万 | 加仓 |
| ENB | ENBRIDGE INC | $46.19万 | 0.01% | 8,531 | 37 | 0.4% | $2,003 | 加仓 |
| GPGI | GPGI INC | $46.32万 | 0.01% | 27,089 | 3,174 | 13.3% | $5.43万 | 加仓 |
| POST | POST HLDGS INC | $46.35万 | 0.01% | 4,688 | 2,010 | 75.1% | $19.87万 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $46.43万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $46.45万 | 0.01% | 5,631 | 1,718 | 43.9% | $14.17万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $46.47万 | 0.01% | 8,039 | 826 | 11.5% | $4.77万 | 加仓 |
| SAM | BOSTON BEER INC | $46.52万 | 0.01% | 2,019 | 2,019 | — | $46.52万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $46.69万 | 0.01% | 1,192 | 5 | 0.4% | $1,958 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $46.71万 | 0.01% | 1,608 | 352 | 28.0% | $10.23万 | 加仓 |
| PPL | PPL CORP | $46.84万 | 0.01% | 12,263 | 3,051 | 33.1% | $11.65万 | 加仓 |
| GGG | GRACO INC | $46.88万 | 0.01% | 5,538 | 5,538 | — | $46.88万 | 新建仓 |
| WCC | WESCO INTL INC | $47.20万 | 0.01% | 1,725 | 1,725 | — | $47.20万 | 新建仓 |
| EXC | EXELON CORP | $47.45万 | 0.01% | 9,680 | 4,249 | 78.2% | $20.83万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $47.65万 | 0.01% | 22,277 | 4,919 | 28.3% | $10.52万 | 加仓 |
| VOX | VANGUARD WORLD FD | $47.66万 | 0.01% | 2,650 | -325 | -10.9% | -$5.84万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $47.97万 | 0.01% | 15,928 | 6,574 | 70.3% | $19.80万 | 加仓 |
| NDSN | NORDSON CORP | $48.21万 | 0.01% | 1,812 | 1,812 | — | $48.21万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $48.23万 | 0.01% | 2,611 | -592 | -18.5% | -$10.94万 | 减仓 |
| IBN | ICICI BANK LIMITED | $48.36万 | 0.01% | 18,670 | 568 | 3.1% | $1.47万 | 加仓 |
| SYK | STRYKER CORPORATION | $48.86万 | 0.01% | 1,487 | -22 | -1.5% | -$7,229 | 减仓 |
| VRSN | VERISIGN INC | $49.11万 | 0.01% | 1,977 | 1,977 | — | $49.11万 | 新建仓 |
| GIS | GENERAL MILLS INC | $49.35万 | 0.01% | 13,259 | -2,501 | -15.9% | -$9.31万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $49.61万 | 0.01% | 1,168 | 4 | 0.3% | $1,699 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $49.69万 | 0.01% | 5,087 | 542 | 11.9% | $5.29万 | 加仓 |
| MKSI | MKS INC. | $49.75万 | 0.01% | 2,165 | 2,165 | — | $49.75万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $49.99万 | 0.01% | 17,585 | 1,825 | 11.6% | $5.19万 | 加仓 |
| RHI | ROBERT HALF INC. | $50.13万 | 0.01% | 19,736 | 9,491 | 92.6% | $24.11万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $50.17万 | 0.01% | 5,548 | 5,548 | — | $50.17万 | 新建仓 |
| RNG | RINGCENTRAL INC | $50.30万 | 0.01% | 13,526 | 13,526 | — | $50.30万 | 新建仓 |
| PCRX | PACIRA BIOSCIENCES INC | $50.31万 | 0.01% | 22,259 | 6,944 | 45.3% | $15.69万 | 加仓 |
| BIIB | BIOGEN INC | $50.43万 | 0.01% | 2,751 | 533 | 24.0% | $9.77万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $50.55万 | 0.01% | 19,053 | 250 | 1.3% | $6,633 | 加仓 |
| TPR | TAPESTRY INC | $50.73万 | 0.01% | 3,595 | 952 | 36.0% | $13.43万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $50.74万 | 0.01% | 9,534 | -1,396 | -12.8% | -$7.43万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $50.77万 | 0.01% | 8,776 | 3,348 | 61.7% | $19.37万 | 加仓 |
| NYF | ISHARES TR | $51.16万 | 0.01% | 9,631 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $51.93万 | 0.01% | 4,781 | -1,940 | -28.9% | -$21.07万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $52.04万 | 0.01% | 24,305 | 8,281 | 51.7% | $17.73万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $52.15万 | 0.01% | 21,380 | 8,100 | 61.0% | $19.76万 | 加仓 |
| TSN | TYSON FOODS INC | $52.22万 | 0.01% | 8,151 | 377 | 4.8% | $2.42万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $52.34万 | 0.01% | 415 | 101 | 32.2% | $12.74万 | 加仓 |
| — | QORVO INC | $52.65万 | 0.01% | 6,802 | 2,474 | 57.2% | $19.15万 | 加仓 |
| EMR | EMERSON ELEC CO | $53.14万 | 0.01% | 4,056 | 89 | 2.2% | $1.17万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $53.15万 | 0.01% | 6,895 | 962 | 16.2% | $7.42万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $53.64万 | 0.01% | 1,764 | 74 | 4.4% | $2.25万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $53.85万 | 0.01% | 23,857 | 23,857 | — | $53.85万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $53.92万 | 0.01% | 5,744 | 757 | 15.2% | $7.11万 | 加仓 |