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 |
|---|---|---|---|---|---|---|---|---|
| PAHC | PHIBRO ANIMAL HEALTH CORP | $102.31万 | 0.02% | 18,497 | 655 | 3.7% | $3.62万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $102.34万 | 0.02% | 22,345 | 6,321 | 39.4% | $28.95万 | 加仓 |
| CIEN | CIENA CORP | $102.38万 | 0.02% | 2,637 | 1,660 | 169.9% | $64.45万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $102.67万 | 0.02% | 15,685 | 6,062 | 63.0% | $39.68万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $103.34万 | 0.02% | 54,392 | -5,309 | -8.9% | -$10.09万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $104.01万 | 0.02% | 3,743 | 2,186 | 140.4% | $60.74万 | 加仓 |
| HPQ | HP INC | $104.16万 | 0.02% | 54,222 | -16,482 | -23.3% | -$31.66万 | 减仓 |
| EMB | ISHARES TR | $104.76万 | 0.02% | 11,153 | -1,386 | -11.1% | -$13.02万 | 减仓 |
| PLAB | PHOTRONICS INC | $104.89万 | 0.02% | 25,956 | 2,548 | 10.9% | $10.30万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $105.22万 | 0.02% | 14,465 | 1,975 | 15.8% | $14.37万 | 加仓 |
| ALKS | ALKERMES PLC | $105.39万 | 0.02% | 29,805 | 4,991 | 20.1% | $17.65万 | 加仓 |
| G | GENPACT LIMITED | $105.75万 | 0.02% | 28,389 | 5,586 | 24.5% | $20.81万 | 加仓 |
| SUSC | ISHARES TR | $106.09万 | 0.02% | 45,852 | 647 | 1.4% | $1.50万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $106.49万 | 0.02% | 15,656 | 7,707 | 97.0% | $52.42万 | 加仓 |
| UNM | UNUM GROUP | $106.54万 | 0.02% | 14,589 | 4,497 | 44.6% | $32.84万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $107.10万 | 0.02% | 5,665 | 1,133 | 25.0% | $21.42万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $108.19万 | 0.02% | 31,671 | 7,891 | 33.2% | $26.96万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $109.29万 | 0.02% | 4,742 | 880 | 22.8% | $20.28万 | 加仓 |
| RL | RALPH LAUREN CORP | $110.18万 | 0.02% | 3,203 | 809 | 33.8% | $27.83万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $110.46万 | 0.02% | 50,952 | 10,198 | 25.0% | $22.11万 | 加仓 |
| IUSG | ISHARES TR | $110.47万 | 0.02% | 7,122 | -100 | -1.4% | -$1.55万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $110.60万 | 0.02% | 1,828 | 65 | 3.7% | $3.93万 | 加仓 |
| OKE | ONEOK INC NEW | $110.66万 | 0.02% | 12,243 | -88 | -0.7% | -$7,954 | 减仓 |
| SHY | ISHARES TR | $111.22万 | 0.02% | 13,470 | -324 | -2.3% | -$2.68万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $111.48万 | 0.02% | 18,171 | 2,741 | 17.8% | $16.82万 | 加仓 |
| PFE | PFIZER INC | $112.09万 | 0.02% | 39,918 | 6,049 | 17.9% | $16.99万 | 加仓 |
| SSRM | SSR MINING IN | $114.04万 | 0.02% | 38,826 | 4,395 | 12.8% | $12.91万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $114.09万 | 0.02% | 3,179 | 144 | 4.7% | $5.17万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $114.52万 | 0.02% | 15,627 | 2,363 | 17.8% | $17.32万 | 加仓 |
| APH | AMPHENOL CORP | $116.97万 | 0.02% | 9,258 | 2,709 | 41.4% | $34.23万 | 加仓 |
| PGR | PROGRESSIVE CORP | $117.44万 | 0.02% | 5,924 | 1,331 | 29.0% | $26.39万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $118.24万 | 0.02% | 16,224 | 1,611 | 11.0% | $11.74万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $120.06万 | 0.02% | 17,677 | 544 | 3.2% | $3.69万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $120.23万 | 0.02% | 40,305 | 7,784 | 23.9% | $23.22万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $121.94万 | 0.02% | 9,308 | -566 | -5.7% | -$7.42万 | 减仓 |
| ALL | ALLSTATE CORP | $122.30万 | 0.02% | 5,899 | -4,232 | -41.8% | -$87.74万 | 减仓 |
| EEMS | ISHARES INC | $122.95万 | 0.02% | 17,772 | -34 | -0.2% | -$2,352 | 减仓 |
| WRLD | WORLD ACCEP CORPORATION | $123.60万 | 0.02% | 9,153 | 2,306 | 33.7% | $31.14万 | 加仓 |
| TWLO | TWILIO INC | $123.62万 | 0.02% | 9,825 | 2,301 | 30.6% | $28.95万 | 加仓 |
| WM | WASTE MGMT INC DEL | $125.27万 | 0.02% | 5,451 | 1,347 | 32.8% | $30.95万 | 加仓 |
| ECL | ECOLAB INC | $125.85万 | 0.02% | 4,731 | 288 | 6.5% | $7.66万 | 加仓 |
| DHS | WISDOMTREE TR | $126.23万 | 0.02% | 11,557 | -28 | -0.2% | -$3,058 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $126.84万 | 0.02% | 301 | -134 | -30.8% | -$56.47万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $128.71万 | 0.02% | 56,524 | 8,997 | 18.9% | $20.49万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $128.88万 | 0.02% | 4,951 | 1,809 | 57.6% | $47.09万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $129.00万 | 0.02% | 27,765 | 18,357 | 195.1% | $85.29万 | 加仓 |
| PLD | PROLOGIS INC. | $129.53万 | 0.02% | 9,799 | 1,630 | 20.0% | $21.55万 | 加仓 |
| SEIC | SEI INVTS CO | $129.99万 | 0.02% | 16,566 | 6,442 | 63.6% | $50.55万 | 加仓 |
| IEI | ISHARES TR | $130.57万 | 0.02% | 11,009 | -663 | -5.7% | -$7.86万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $130.90万 | 0.02% | 35,178 | 6,730 | 23.7% | $25.04万 | 加仓 |
| BKE | BUCKLE INC | $133.14万 | 0.02% | 26,437 | 6,763 | 34.4% | $34.06万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $134.05万 | 0.02% | 18,328 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $134.86万 | 0.02% | 4,984 | -2,199 | -30.6% | -$59.50万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $134.98万 | 0.02% | 27,934 | 122 | 0.4% | $5,895 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $135.64万 | 0.02% | 43,293 | 36,460 | 533.6% | $114.23万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $139.27万 | 0.02% | 6,693 | 4,013 | 149.7% | $83.51万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $139.31万 | 0.02% | 12,309 | 3,063 | 33.1% | $34.67万 | 加仓 |
| PCAR | PACCAR INC | $141.75万 | 0.02% | 12,273 | -793 | -6.1% | -$9.16万 | 减仓 |
| SGOV | ISHARES TR | $144.15万 | 0.02% | 14,320 | 646 | 4.7% | $6.50万 | 加仓 |
| AVA | AVISTA CORP | $144.95万 | 0.03% | 36,110 | 7,922 | 28.1% | $31.80万 | 加仓 |
| NVS | NOVARTIS AG | $145.31万 | 0.03% | 9,513 | 1,137 | 13.6% | $17.37万 | 加仓 |
| IWF | ISHARES TR | $145.57万 | 0.03% | 3,414 | -88 | -2.5% | -$3.75万 | 减仓 |
| FOXA | FOX CORP | $145.87万 | 0.03% | 24,978 | 1,877 | 8.1% | $10.96万 | 加仓 |
| — | LISTED FDS TR | $147.95万 | 0.03% | 48,263 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $150.62万 | 0.03% | 13,215 | 752 | 6.0% | $8.57万 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC | $151.83万 | 0.03% | 22,584 | -299 | -1.3% | -$2.01万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $152.97万 | 0.03% | 4,772 | -70 | -1.4% | -$2.24万 | 减仓 |
| SCZ | ISHARES TR | $153.56万 | 0.03% | 19,584 | -645 | -3.2% | -$5.06万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $154.54万 | 0.03% | 16,399 | -161 | -1.0% | -$1.52万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $155.81万 | 0.03% | 3,590 | 145 | 4.2% | $6.29万 | 加仓 |
| SPGI | S&P GLOBAL INC | $156.45万 | 0.03% | 3,678 | -1,584 | -30.1% | -$67.38万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $157.34万 | 0.03% | 8,198 | -504 | -5.8% | -$9.67万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $158.46万 | 0.03% | 55,193 | 28,668 | 108.1% | $82.31万 | 加仓 |
| ORI | OLD REP INTL CORP | $162.18万 | 0.03% | 40,646 | 9,323 | 29.8% | $37.20万 | 加仓 |
| NUDM | NUSHARES ETF TR | $162.24万 | 0.03% | 44,930 | 18,776 | 71.8% | $67.80万 | 加仓 |
| GLD | SPDR GOLD TR | $162.82万 | 0.03% | 3,784 | -449 | -10.6% | -$19.32万 | 减仓 |
| WELL | WELLTOWER INC | $162.89万 | 0.03% | 8,239 | 3,444 | 71.8% | $68.09万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $163.97万 | 0.03% | 66,223 | 8,673 | 15.1% | $21.47万 | 加仓 |
| NXT | NEXTPOWER INC | $164.42万 | 0.03% | 13,639 | 780 | 6.1% | $9.40万 | 加仓 |
| JBL | JABIL INC | $164.45万 | 0.03% | 6,191 | 364 | 6.2% | $9.67万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $166.75万 | 0.03% | 2,444 | -6 | -0.2% | -$4,094 | 减仓 |
| AFL | AFLAC INC | $168.34万 | 0.03% | 15,344 | -2,961 | -16.2% | -$32.49万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $168.75万 | 0.03% | 19,799 | -2,079 | -9.5% | -$17.72万 | 减仓 |
| CCL | CARNIVAL CORP | $172.12万 | 0.03% | 66,509 | 2,125 | 3.3% | $5.50万 | 加仓 |
| ASML | ASML HLDG NV | $172.63万 | 0.03% | 1,307 | 34 | 2.7% | $4.49万 | 加仓 |
| FAST | FASTENAL CO | $173.14万 | 0.03% | 37,315 | 22,571 | 153.1% | $104.73万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $177.60万 | 0.03% | 9,735 | 4,350 | 80.8% | $79.36万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $179.30万 | 0.03% | 6,147 | 916 | 17.5% | $26.72万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $180.01万 | 0.03% | 13,733 | 1,786 | 14.9% | $23.41万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $185.50万 | 0.03% | 23,164 | 578 | 2.6% | $4.63万 | 加仓 |
| ACWI | ISHARES TR | $188.33万 | 0.03% | 13,611 | 457 | 3.5% | $6.32万 | 加仓 |
| DGS | WISDOMTREE TR | $188.48万 | 0.03% | 31,360 | 396 | 1.3% | $2.38万 | 加仓 |
| IJH | ISHARES TR | $188.99万 | 0.03% | 27,986 | -1,724 | -5.8% | -$11.64万 | 减仓 |
| LAUR | LAUREATE ED INC | $189.90万 | 0.03% | 54,505 | 6,246 | 12.9% | $21.76万 | 加仓 |
| LIN | LINDE PLC | $191.63万 | 0.03% | 3,865 | 556 | 16.8% | $27.57万 | 加仓 |
| PHM | PULTE GROUP INC | $191.70万 | 0.03% | 16,300 | 5,519 | 51.2% | $64.91万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $192.83万 | 0.03% | 3,923 | -896 | -18.6% | -$44.04万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $193.08万 | 0.03% | 33,703 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $193.38万 | 0.03% | 37,182 | 5,429 | 17.1% | $28.24万 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $193.86万 | 0.03% | 88,159 | -2,275 | -2.5% | -$5.00万 | 减仓 |