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 |
|---|---|---|---|---|---|---|---|---|
| NTRS | NORTHERN TR CORP | $53.96万 | 0.01% | 3,866 | 1,539 | 66.1% | $21.48万 | 加仓 |
| LRN | STRIDE INC | $54.15万 | 0.01% | 6,141 | 1,537 | 33.4% | $13.55万 | 加仓 |
| BP | BP PLC | $54.33万 | 0.01% | 11,560 | 2,334 | 25.3% | $10.97万 | 加仓 |
| VMI | VALMONT INDS INC | $54.38万 | 0.01% | 1,361 | 1,361 | — | $54.38万 | 新建仓 |
| TFII | TRANSFORCE INC | $54.49万 | 0.01% | 5,016 | 0 | 0.0% | — | 不变 |
| MCBS | METROCITY BANKSHARES INC | $54.89万 | 0.01% | 19,146 | -1,268 | -6.2% | -$3.64万 | 减仓 |
| KHC | KRAFT HEINZ CO | $55.03万 | 0.01% | 24,470 | 14,680 | 149.9% | $33.02万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $55.28万 | 0.01% | 3,696 | 3,696 | — | $55.28万 | 新建仓 |
| IWV | ISHARES TR | $55.48万 | 0.01% | 1,497 | 145 | 10.7% | $5.37万 | 加仓 |
| SRE | SEMPRA | $56.01万 | 0.01% | 5,764 | 2,018 | 53.9% | $19.61万 | 加仓 |
| DY | DYCOM INDS INC | $56.04万 | 0.01% | 1,654 | 152 | 10.1% | $5.15万 | 加仓 |
| NTGR | NETGEAR INC | $56.44万 | 0.01% | 25,842 | 9,872 | 61.8% | $21.56万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $56.50万 | 0.01% | 16,042 | 7,506 | 87.9% | $26.44万 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $56.51万 | 0.01% | 17,930 | 4,703 | 35.6% | $14.82万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $56.56万 | 0.01% | 917 | -5 | -0.5% | -$3,084 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $56.57万 | 0.01% | 11,458 | 3,857 | 50.7% | $19.04万 | 加仓 |
| CGNX | COGNEX CORP | $56.79万 | 0.01% | 11,592 | 5,795 | 100.0% | $28.39万 | 加仓 |
| LYTS | LSI INDS INC OHIO | $56.83万 | 0.01% | 30,552 | 5,828 | 23.6% | $10.84万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $56.91万 | 0.01% | 4,182 | -81 | -1.9% | -$1.10万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $56.99万 | 0.01% | 22,879 | 577 | 2.6% | $1.44万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $57.04万 | 0.01% | 13,549 | 1,979 | 17.1% | $8.33万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $57.31万 | 0.01% | 21,538 | -1,189 | -5.2% | -$3.16万 | 减仓 |
| ADSK | AUTODESK INC | $57.70万 | 0.01% | 2,410 | 594 | 32.7% | $14.22万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $57.77万 | 0.01% | 28,306 | 28,306 | — | $57.77万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $57.80万 | 0.01% | 8,743 | 857 | 10.9% | $5.67万 | 加仓 |
| SONY | SONY GROUP CORP | $57.98万 | 0.01% | 28,009 | -9,122 | -24.6% | -$18.88万 | 减仓 |
| CMCL | CALEDONIA MNG CORP | $58.12万 | 0.01% | 25,726 | 8,335 | 47.9% | $18.83万 | 加仓 |
| IYY | ISHARES TR | $58.29万 | 0.01% | 3,679 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $58.36万 | 0.01% | 535 | 88 | 19.7% | $9.60万 | 加仓 |
| UBS | UBS GROUP AG | $58.58万 | 0.01% | 14,993 | -891 | -5.6% | -$3.48万 | 减仓 |
| MFC | MANULIFE FINL CORP | $58.59万 | 0.01% | 17,012 | 631 | 3.9% | $2.17万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $58.77万 | 0.01% | 4,482 | 184 | 4.3% | $2.41万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $58.93万 | 0.01% | 7,330 | 1,174 | 19.1% | $9.44万 | 加仓 |
| IUSV | ISHARES TR | $58.97万 | 0.01% | 5,767 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $59.22万 | 0.01% | 1,716 | 344 | 25.1% | $11.87万 | 加仓 |
| MKL | MARKEL GROUP INC | $59.72万 | 0.01% | 312 | -28 | -8.2% | -$5.36万 | 减仓 |
| GLPI | GAMING & LEISURE P | $59.98万 | 0.01% | 13,519 | 8,771 | 184.7% | $38.92万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $60.12万 | 0.01% | 8,689 | 2,441 | 39.1% | $16.89万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $60.14万 | 0.01% | 2,891 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $60.37万 | 0.01% | 19,050 | -8,110 | -29.9% | -$25.70万 | 减仓 |
| SAP | SAP SE | $60.49万 | 0.01% | 3,533 | 88 | 2.6% | $1.51万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $60.67万 | 0.01% | 1,691 | 1,061 | 168.4% | $38.07万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $60.75万 | 0.01% | 53,905 | 5,816 | 12.1% | $6.55万 | 加仓 |
| SO | SOUTHERN CO | $61.05万 | 0.01% | 6,325 | -6,526 | -50.8% | -$62.99万 | 减仓 |
| DTE | DTE ENERGY CO | $61.21万 | 0.01% | 4,186 | 226 | 5.7% | $3.30万 | 加仓 |
| DOX | AMDOCS LTD | $61.31万 | 0.01% | 9,395 | 2,011 | 27.2% | $13.12万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $61.94万 | 0.01% | 61,820 | 12,722 | 25.9% | $12.75万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $62.15万 | 0.01% | 3,171 | -488 | -13.3% | -$9.56万 | 减仓 |
| HLN | HALEON PLC | $62.18万 | 0.01% | 62,119 | 7,690 | 14.1% | $7.70万 | 加仓 |
| — | TIDAL TRUST I | $62.20万 | 0.01% | 14,860 | -1,135 | -7.1% | -$4.75万 | 减仓 |
| IDT | IDT CORP | $62.26万 | 0.01% | 12,680 | 2,563 | 25.3% | $12.58万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $62.60万 | 0.01% | 9,333 | 880 | 10.4% | $5.90万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $62.63万 | 0.01% | 10,870 | 5,208 | 92.0% | $30.01万 | 加仓 |
| BYD | BOYD GAMING CORP | $62.73万 | 0.01% | 7,633 | 2,270 | 42.3% | $18.65万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $62.75万 | 0.01% | 2,966 | 452 | 18.0% | $9.56万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $63.02万 | 0.01% | 24,128 | 24,128 | — | $63.02万 | 新建仓 |
| DGICA | DONEGAL GROUP INC | $63.13万 | 0.01% | 36,749 | 11,386 | 44.9% | $19.56万 | 加仓 |
| ITOT | ISHARES TR | $63.41万 | 0.01% | 4,452 | -239 | -5.1% | -$3.40万 | 减仓 |
| BN | BROOKFIELD CORP | $63.49万 | 0.01% | 15,689 | 3,243 | 26.1% | $13.12万 | 加仓 |
| POWL | POWELL INDS INC | $63.69万 | 0.01% | 1,177 | -893 | -43.1% | -$48.32万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $63.89万 | 0.01% | 2,917 | 1,088 | 59.5% | $23.83万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $63.97万 | 0.01% | 5,238 | 3,461 | 194.8% | $42.27万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $63.99万 | 0.01% | 1,388 | -1,363 | -49.5% | -$62.83万 | 减仓 |
| RIO | RIO TINTO PLC | $63.99万 | 0.01% | 6,859 | -110 | -1.6% | -$1.03万 | 减仓 |
| MET | METLIFE INC | $64.29万 | 0.01% | 9,091 | -73 | -0.8% | -$5,163 | 减仓 |
| DBX | DROPBOX INC | $64.34万 | 0.01% | 28,319 | 10,835 | 62.0% | $24.62万 | 加仓 |
| VLO | VALERO ENERGY CORP | $64.35万 | 0.01% | 2,605 | 535 | 25.8% | $13.22万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $64.39万 | 0.01% | 24,769 | -3,216 | -11.5% | -$8.36万 | 减仓 |
| FDX | FEDEX CORP | $64.39万 | 0.01% | 1,808 | 305 | 20.3% | $10.86万 | 加仓 |
| AVY | AVERY DENNISON CORP | $64.50万 | 0.01% | 3,735 | 1,014 | 37.3% | $17.51万 | 加仓 |
| MAS | MASCO CORP | $64.57万 | 0.01% | 10,696 | 6,195 | 137.6% | $37.40万 | 加仓 |
| XYL | XYLEM INC | $64.70万 | 0.01% | 5,414 | -601 | -10.0% | -$7.18万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $64.90万 | 0.01% | 5,917 | 1,390 | 30.7% | $15.25万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $64.92万 | 0.01% | 8,695 | 1,459 | 20.2% | $10.89万 | 加仓 |
| DT | DYNATRACE INC | $65.27万 | 0.01% | 17,650 | 11,843 | 203.9% | $43.80万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $65.28万 | 0.01% | 31,032 | -4,123 | -11.7% | -$8.67万 | 减仓 |
| TIP | ISHARES TR | $65.37万 | 0.01% | 5,923 | -62 | -1.0% | -$6,843 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $65.84万 | 0.01% | 3,150 | -48 | -1.5% | -$1.00万 | 减仓 |
| PTC | PTC INC | $65.93万 | 0.01% | 4,627 | 4,627 | — | $65.93万 | 新建仓 |
| XYZ | BLOCK INC | $66.19万 | 0.01% | 10,998 | 3,684 | 50.4% | $22.17万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $66.26万 | 0.01% | 10,256 | -6 | -0.1% | -$388 | 减仓 |
| BX | BLACKSTONE INC | $66.37万 | 0.01% | 5,772 | -1,140 | -16.5% | -$13.11万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $66.39万 | 0.01% | 29,686 | -3,705 | -11.1% | -$8.29万 | 减仓 |
| RMD | RESMED INC | $66.68万 | 0.01% | 2,970 | -72 | -2.4% | -$1.62万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $66.92万 | 0.01% | 30,862 | -3,808 | -11.0% | -$8.26万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $67.29万 | 0.01% | 26,296 | -3,490 | -11.7% | -$8.93万 | 减仓 |
| ASTE | ASTEC INDS INC | $67.30万 | 0.01% | 12,501 | 2,493 | 24.9% | $13.42万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $67.33万 | 0.01% | 17,794 | 2,942 | 19.8% | $11.13万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $67.41万 | 0.01% | 20,104 | -2,905 | -12.6% | -$9.74万 | 减仓 |
| TOL | TOLL BROTHERS INC | $67.70万 | 0.01% | 4,961 | 4,961 | — | $67.70万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $67.74万 | 0.01% | 29,230 | -4,012 | -12.1% | -$9.30万 | 减仓 |
| VALE | VALE S A | $67.98万 | 0.01% | 42,728 | 8,470 | 24.7% | $13.48万 | 加仓 |
| HBT | HBT FINL INC. | $68.18万 | 0.01% | 25,516 | 3,640 | 16.6% | $9.73万 | 加仓 |
| FN | FABRINET | $68.27万 | 0.01% | 1,309 | 319 | 32.2% | $16.64万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $68.46万 | 0.01% | 26,080 | 5,037 | 23.9% | $13.22万 | 加仓 |
| PINS | PINTEREST INC | $68.62万 | 0.01% | 37,415 | 11,894 | 46.6% | $21.81万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $68.66万 | 0.01% | 3,855 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $68.89万 | 0.01% | 22,432 | 22,432 | — | $68.89万 | 新建仓 |
| CSX | CSX CORP | $68.90万 | 0.01% | 16,784 | 987 | 6.2% | $4.05万 | 加仓 |
| DMXF | ISHARES TR | $69.07万 | 0.01% | 9,155 | 0 | 0.0% | — | 不变 |