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 |
|---|---|---|---|---|---|---|---|---|
| EPR | EPR PPTYS | $69.22万 | 0.01% | 13,855 | 4,446 | 47.3% | $22.21万 | 加仓 |
| ITT | ITT INC | $69.58万 | 0.01% | 3,652 | 2,106 | 136.2% | $40.13万 | 加仓 |
| EVRG | EVERGY INC | $69.98万 | 0.01% | 8,542 | 1,564 | 22.4% | $12.81万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $70.46万 | 0.01% | 3,606 | 615 | 20.6% | $12.02万 | 加仓 |
| GTX | GARRETT MOTION INC | $70.67万 | 0.01% | 38,895 | 995 | 2.6% | $1.81万 | 加仓 |
| ILMN | ILLUMINA INC | $70.69万 | 0.01% | 5,735 | 2,401 | 72.0% | $29.59万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $70.75万 | 0.01% | 5,586 | 2,458 | 78.6% | $31.13万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $71.03万 | 0.01% | 6,068 | 296 | 5.1% | $3.46万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $71.24万 | 0.01% | 7,654 | 2,047 | 36.5% | $19.05万 | 加仓 |
| ROST | ROSS STORES INC | $71.34万 | 0.01% | 3,293 | 1,771 | 116.4% | $38.37万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $71.34万 | 0.01% | 11,896 | 5,296 | 80.2% | $31.76万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $71.54万 | 0.01% | 12,705 | -3,217 | -20.2% | -$18.11万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $71.64万 | 0.01% | 33,075 | 6,660 | 25.2% | $14.43万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $71.64万 | 0.01% | 3,381 | 1,128 | 50.1% | $23.90万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $72.11万 | 0.01% | 3,504 | 476 | 15.7% | $9.80万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $72.59万 | 0.01% | 2,480 | 667 | 36.8% | $19.52万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $72.63万 | 0.01% | 3,924 | 1,634 | 71.4% | $30.24万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $72.79万 | 0.01% | 30,480 | 3,663 | 13.7% | $8.75万 | 加仓 |
| CB | CHUBB LTD SWITZ | $73.05万 | 0.01% | 2,241 | 821 | 57.8% | $26.76万 | 加仓 |
| PSX | PHILLIPS 66 | $73.28万 | 0.01% | 4,022 | -53 | -1.3% | -$9,656 | 减仓 |
| FIVE | FIVE BELOW INC | $73.48万 | 0.01% | 3,216 | 908 | 39.3% | $20.75万 | 加仓 |
| ITM | VANECK ETF TRUST | $73.70万 | 0.01% | 15,874 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $73.74万 | 0.01% | 3,739 | 3,739 | — | $73.74万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $73.81万 | 0.01% | 16,168 | -155 | -0.9% | -$7,076 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $74.09万 | 0.01% | 1,778 | -6 | -0.3% | -$2,500 | 减仓 |
| CASY | CASEYS GEN STORES INC | $74.10万 | 0.01% | 1,018 | 153 | 17.7% | $11.14万 | 加仓 |
| NUE | NUCOR CORP | $74.30万 | 0.01% | 4,394 | 207 | 4.9% | $3.50万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $74.36万 | 0.01% | 5,927 | -158 | -2.6% | -$1.98万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $74.42万 | 0.01% | 18,870 | 7,065 | 59.8% | $27.86万 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $74.43万 | 0.01% | 60,960 | 6,162 | 11.2% | $7.52万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $74.65万 | 0.01% | 1,096 | -354 | -24.4% | -$24.11万 | 减仓 |
| TXG | 10X GENOMICS INC | $74.67万 | 0.01% | 35,174 | 16,170 | 85.1% | $34.33万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $74.70万 | 0.01% | 3,087 | 1,506 | 95.3% | $36.44万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $74.99万 | 0.01% | 11,987 | 586 | 5.1% | $3.67万 | 加仓 |
| CCK | CROWN HLDGS INC | $76.60万 | 0.01% | 7,641 | 1,643 | 27.4% | $16.47万 | 加仓 |
| TER | TERADYNE INC | $77.11万 | 0.01% | 2,601 | -80 | -3.0% | -$2.37万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $77.17万 | 0.01% | 8,510 | 1,928 | 29.3% | $17.48万 | 加仓 |
| WWD | WOODWARD INC | $77.21万 | 0.01% | 2,157 | 340 | 18.7% | $12.17万 | 加仓 |
| YUM | YUM BRANDS INC | $78.08万 | 0.01% | 5,022 | 943 | 23.1% | $14.66万 | 加仓 |
| IDCC | INTERDIGITAL INC | $78.37万 | 0.01% | 2,595 | 2,595 | — | $78.37万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $78.40万 | 0.01% | 4,520 | -2,162 | -32.4% | -$37.50万 | 减仓 |
| CI | THE CIGNA GROUP | $78.56万 | 0.01% | 2,945 | 1,057 | 56.0% | $28.20万 | 加仓 |
| CLH | CLEAN HARBORS INC | $78.97万 | 0.01% | 2,754 | 710 | 34.7% | $20.36万 | 加仓 |
| NNN | NNN REIT INC | $79.39万 | 0.01% | 18,889 | 11,745 | 164.4% | $49.36万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $80.13万 | 0.01% | 1,533 | 240 | 18.6% | $12.55万 | 加仓 |
| RMBS | RAMBUS INC DEL | $80.40万 | 0.01% | 9,346 | 1,721 | 22.6% | $14.81万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $80.58万 | 0.01% | 37,725 | 7,236 | 23.7% | $15.46万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $80.61万 | 0.01% | 4,065 | -5,512 | -57.6% | -$109.30万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $80.69万 | 0.01% | 16,977 | 703 | 4.3% | $3.34万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $80.84万 | 0.01% | 2,472 | 30 | 1.2% | $9,811 | 加仓 |
| SHEL | SHELL PLC | $80.96万 | 0.01% | 8,705 | -2,099 | -19.4% | -$19.52万 | 减仓 |
| WAB | WABTEC | $81.83万 | 0.01% | 3,275 | 306 | 10.3% | $7.65万 | 加仓 |
| AME | AMETEK INC | $82.14万 | 0.01% | 3,832 | 963 | 33.6% | $20.64万 | 加仓 |
| ES | EVERSOURCE ENERGY | $82.19万 | 0.01% | 11,864 | 2,622 | 28.4% | $18.17万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $83.01万 | 0.01% | 18,944 | 8,483 | 81.1% | $37.17万 | 加仓 |
| NULG | NUSHARES ETF TR | $83.47万 | 0.01% | 9,178 | 16 | 0.2% | $1,455 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $83.66万 | 0.01% | 37,583 | 10,084 | 36.7% | $22.45万 | 加仓 |
| INGR | INGREDION INC | $84.34万 | 0.01% | 7,486 | 3,064 | 69.3% | $34.52万 | 加仓 |
| HYS | PIMCO ETF TR | $84.56万 | 0.01% | 9,066 | -10,895 | -54.6% | -$101.62万 | 减仓 |
| IGM | ISHARES TR | $84.70万 | 0.01% | 7,147 | -1,578 | -18.1% | -$18.70万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $84.84万 | 0.01% | 5,608 | 2,512 | 81.1% | $38.00万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $85.08万 | 0.01% | 45,942 | -920 | -2.0% | -$1.70万 | 减仓 |
| SAN | BANCO SANTANDER SA | $86.11万 | 0.01% | 76,335 | 15,538 | 25.6% | $17.53万 | 加仓 |
| ABNB | AIRBNB INC | $86.27万 | 0.01% | 6,832 | 3,485 | 104.1% | $44.01万 | 加仓 |
| IWR | ISHARES TR | $87.41万 | 0.02% | 8,990 | 77 | 0.9% | $7,487 | 加仓 |
| AOS | SMITH A O CORP | $88.02万 | 0.02% | 13,348 | 10,005 | 299.3% | $65.97万 | 加仓 |
| EBAY | EBAY INC. | $88.13万 | 0.02% | 9,683 | 3,793 | 64.4% | $34.52万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $88.23万 | 0.02% | 1,985 | 91 | 4.8% | $4.04万 | 加仓 |
| MTB | M & T BK CORP | $88.97万 | 0.02% | 4,304 | 757 | 21.3% | $15.65万 | 加仓 |
| VLTO | VERALTO CORP | $89.35万 | 0.02% | 10,105 | -306 | -2.9% | -$2.71万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $89.41万 | 0.02% | 18,229 | 2,823 | 18.3% | $13.85万 | 加仓 |
| AGG | ISHARES TR | $89.60万 | 0.02% | 9,026 | -1,801 | -16.6% | -$17.88万 | 减仓 |
| BE | BLOOM ENERGY CORP | $90.82万 | 0.02% | 6,703 | 634 | 10.4% | $8.59万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $91.41万 | 0.02% | 15,551 | 783 | 5.3% | $4.60万 | 加仓 |
| ACMR | ACM RESH INC | $92.19万 | 0.02% | 23,427 | -2,697 | -10.3% | -$10.61万 | 减仓 |
| IVE | ISHARES TR | $92.29万 | 0.02% | 4,371 | 412 | 10.4% | $8.70万 | 加仓 |
| COR | CENCORA INC | $92.58万 | 0.02% | 2,947 | -295 | -9.1% | -$9.27万 | 减仓 |
| NKE | NIKE INC | $92.86万 | 0.02% | 17,581 | -1,758 | -9.1% | -$9.29万 | 减仓 |
| MPC | MARATHON PETE CORP | $94.16万 | 0.02% | 3,856 | -333 | -7.9% | -$8.13万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $94.31万 | 0.02% | 6,521 | 2,936 | 81.9% | $42.46万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $94.37万 | 0.02% | 13,851 | 1,217 | 9.6% | $8.29万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $94.90万 | 0.02% | 13,096 | 4,908 | 59.9% | $35.56万 | 加仓 |
| ET | ENERGY TRANSFER L P | $95.55万 | 0.02% | 49,507 | 9,821 | 24.7% | $18.95万 | 加仓 |
| CRM | SALESFORCE INC | $96.62万 | 0.02% | 5,176 | -3,070 | -37.2% | -$57.31万 | 减仓 |
| IVLU | ISHARES TR | $96.92万 | 0.02% | 24,425 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $97.38万 | 0.02% | 5,341 | 727 | 15.8% | $13.26万 | 加仓 |
| SHOP | SHOPIFY INC | $97.67万 | 0.02% | 8,234 | 465 | 6.0% | $5.52万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $97.88万 | 0.02% | 15,599 | -7,861 | -33.5% | -$49.33万 | 减仓 |
| CVS | CVS HEALTH CORP | $98.32万 | 0.02% | 13,690 | 4,639 | 51.3% | $33.32万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $98.34万 | 0.02% | 2,519 | 283 | 12.7% | $11.05万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $98.36万 | 0.02% | 4,260 | 833 | 24.3% | $19.23万 | 加仓 |
| BOX | BOX INC | $99.55万 | 0.02% | 42,110 | 345 | 0.8% | $8,156 | 加仓 |
| INTU | INTUIT | $99.58万 | 0.02% | 2,303 | 4 | 0.2% | $1,730 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $100.50万 | 0.02% | 6,359 | 6,359 | — | $100.50万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $100.65万 | 0.02% | 7,752 | 3,868 | 99.6% | $50.22万 | 加仓 |
| AEE | AMEREN CORP | $101.16万 | 0.02% | 9,203 | 1,358 | 17.3% | $14.93万 | 加仓 |
| DHT | DHT HOLDINGS INC | $101.44万 | 0.02% | 55,524 | 7,284 | 15.1% | $13.31万 | 加仓 |
| SDY | SPDR SERIES TRUST | $101.51万 | 0.02% | 6,956 | -1,421 | -17.0% | -$20.74万 | 减仓 |
| SOXX | ISHARES TR | $102.26万 | 0.02% | 3,111 | -905 | -22.5% | -$29.75万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $102.27万 | 0.02% | 31,535 | -4,893 | -13.4% | -$15.87万 | 减仓 |