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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $195.12万 | 0.03% | 25,982 | 11,128 | 74.9% | $83.57万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $195.38万 | 0.03% | 19,266 | 6,382 | 49.5% | $64.72万 | 加仓 |
| CMF | ISHARES TR | $200.20万 | 0.03% | 35,210 | -4,034 | -10.3% | -$22.94万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $203.18万 | 0.04% | 129,664 | 129,664 | — | $203.18万 | 新建仓 |
| DIS | DISNEY WALT CO | $204.44万 | 0.04% | 21,211 | 6,445 | 43.6% | $62.12万 | 加仓 |
| SNA | SNAP ON INC | $208.63万 | 0.04% | 5,744 | 1,921 | 50.2% | $69.77万 | 加仓 |
| — | HONEYWELL INTL INC | $211.29万 | 0.04% | 9,347 | -2,721 | -22.5% | -$61.51万 | 减仓 |
| — | WHITESTONE REIT | $216.51万 | 0.04% | 134,060 | 12,930 | 10.7% | $20.88万 | 加仓 |
| SUSB | ISHARES TR | $217.98万 | 0.04% | 86,965 | 1,444 | 1.7% | $3.62万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $223.97万 | 0.04% | 31,137 | -608 | -1.9% | -$4.37万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $224.43万 | 0.04% | 4,845 | 3,278 | 209.2% | $151.84万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $224.64万 | 0.04% | 14,012 | -1,464 | -9.5% | -$23.47万 | 减仓 |
| UNP | UNION PAC CORP | $226.25万 | 0.04% | 9,325 | -2,109 | -18.4% | -$51.17万 | 减仓 |
| EOG | EOG RES INC | $229.16万 | 0.04% | 15,851 | 1,183 | 8.1% | $17.10万 | 加仓 |
| COP | CONOCOPHILLIPS | $235.51万 | 0.04% | 17,841 | -457 | -2.5% | -$6.03万 | 减仓 |
| EFA | ISHARES TR | $237.11万 | 0.04% | 24,411 | 454 | 1.9% | $4.41万 | 加仓 |
| C | CITIGROUP INC | $238.22万 | 0.04% | 21,005 | -3,423 | -14.0% | -$38.82万 | 减仓 |
| FTNT | FORTINET INC | $238.52万 | 0.04% | 29,187 | -104 | -0.4% | -$8,499 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $238.62万 | 0.04% | 3,948 | 2,493 | 171.3% | $150.68万 | 加仓 |
| LOW | LOWES COS INC | $239.11万 | 0.04% | 10,120 | -69 | -0.7% | -$1.63万 | 减仓 |
| IWM | ISHARES TR | $240.09万 | 0.04% | 9,681 | -72 | -0.7% | -$1.79万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $241.29万 | 0.04% | 8,503 | 509 | 6.4% | $14.44万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $242.45万 | 0.04% | 30,823 | -3,828 | -11.0% | -$30.11万 | 减仓 |
| SANM | SANMINA CORP | $243.52万 | 0.04% | 18,784 | 3,753 | 25.0% | $48.65万 | 加仓 |
| NDAQ | NASDAQ INC | $243.76万 | 0.04% | 28,715 | 3,431 | 13.6% | $29.13万 | 加仓 |
| KLAC | KLA CORP | $246.48万 | 0.04% | 1,674 | 265 | 18.8% | $39.02万 | 加仓 |
| IDV | ISHARES TR | $258.22万 | 0.04% | 60,673 | 952 | 1.6% | $4.05万 | 加仓 |
| VO | VANGUARD INDEX FDS | $260.92万 | 0.05% | 9,085 | -61 | -0.7% | -$1.75万 | 减仓 |
| WRB | BERKLEY W R CORP | $264.10万 | 0.05% | 39,846 | 2,478 | 6.6% | $16.42万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $265.90万 | 0.05% | 50,667 | 5,910 | 13.2% | $31.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $268.42万 | 0.05% | 20,197 | 3,547 | 21.3% | $47.14万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $268.61万 | 0.05% | 27,589 | -622 | -2.2% | -$6.06万 | 减仓 |
| WFC | WELLS FARGO & CO | $269.38万 | 0.05% | 33,837 | 3,544 | 11.7% | $28.21万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $269.70万 | 0.05% | 7,858 | 1,003 | 14.6% | $34.42万 | 加仓 |
| IVW | ISHARES TR | $273.60万 | 0.05% | 24,189 | 421 | 1.8% | $4.76万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $276.38万 | 0.05% | 9,788 | 1,453 | 17.4% | $41.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $276.41万 | 0.05% | 29,760 | 9,265 | 45.2% | $86.05万 | 加仓 |
| MS | MORGAN STANLEY | $282.48万 | 0.05% | 17,164 | -3,656 | -17.6% | -$60.17万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $283.16万 | 0.05% | 13,167 | 654 | 5.2% | $14.06万 | 加仓 |
| DAL | DELTA AIR LINES INC | $284.13万 | 0.05% | 42,739 | 2,274 | 5.6% | $15.12万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.05% | 4 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $288.42万 | 0.05% | 51,688 | 9,446 | 22.4% | $52.71万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $294.05万 | 0.05% | 35,823 | -415 | -1.1% | -$3.41万 | 减仓 |
| PEP | PEPSICO INC | $295.24万 | 0.05% | 19,012 | -862 | -4.3% | -$13.39万 | 减仓 |
| WMB | WILLIAMS COS INC | $297.43万 | 0.05% | 40,867 | 6,061 | 17.4% | $44.11万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $297.67万 | 0.05% | 93,635 | 16,118 | 20.8% | $51.24万 | 加仓 |
| IWN | ISHARES TR | $300.12万 | 0.05% | 15,830 | -769 | -4.6% | -$14.58万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $301.22万 | 0.05% | 53,238 | 8,573 | 19.2% | $48.51万 | 加仓 |
| IAU | ISHARES GOLD TR | $303.54万 | 0.05% | 34,431 | 1,617 | 4.9% | $14.26万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $303.88万 | 0.05% | 109,114 | -7,407 | -6.4% | -$20.63万 | 减仓 |
| VGT | VANGUARD WORLD FD | $306.57万 | 0.05% | 4,394 | 76 | 1.8% | $5.30万 | 加仓 |
| CRH | CRH PLC | $308.73万 | 0.05% | 29,369 | 2,688 | 10.1% | $28.26万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $312.47万 | 0.05% | 151,772 | 3,377 | 2.3% | $6.95万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $314.74万 | 0.05% | 108,045 | 2,669 | 2.5% | $7.77万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $318.80万 | 0.06% | 42,366 | 7,432 | 21.3% | $55.93万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $325.57万 | 0.06% | 140,212 | -22,399 | -13.8% | -$52.01万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $331.07万 | 0.06% | 32,246 | -3,881 | -10.7% | -$39.85万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $334.85万 | 0.06% | 200,282 | 2,765 | 1.4% | $4.62万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $337.98万 | 0.06% | 19,643 | -32 | -0.2% | -$5,506 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $342.14万 | 0.06% | 175,187 | 728 | 0.4% | $1.42万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $342.56万 | 0.06% | 183,576 | 2,015 | 1.1% | $3.76万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $342.59万 | 0.06% | 167,748 | 2,026 | 1.2% | $4.14万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $342.86万 | 0.06% | 208,302 | 5,921 | 2.9% | $9.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $342.96万 | 0.06% | 68,319 | 10,423 | 18.0% | $52.32万 | 加仓 |
| DHR | DANAHER CORP DEL | $344.84万 | 0.06% | 18,188 | -3,013 | -14.2% | -$57.13万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $345.03万 | 0.06% | 175,813 | -793 | -0.4% | -$1.56万 | 减仓 |
| IEFA | ISHARES TR | $346.69万 | 0.06% | 38,296 | -906 | -2.3% | -$8.20万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $347.50万 | 0.06% | 113,265 | 35,539 | 45.7% | $109.03万 | 加仓 |
| NVR | NVR INC | $347.94万 | 0.06% | 528 | 9 | 1.7% | $5.93万 | 加仓 |
| STT | STATE STR CORP | $348.24万 | 0.06% | 27,516 | 1,961 | 7.7% | $24.82万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $348.44万 | 0.06% | 162,140 | -4,346 | -2.6% | -$9.34万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $352.91万 | 0.06% | 26,952 | -1,624 | -5.7% | -$21.26万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $356.50万 | 0.06% | 45,466 | -1,919 | -4.0% | -$15.05万 | 减仓 |
| IWD | ISHARES TR | $358.67万 | 0.06% | 16,786 | 2,840 | 20.4% | $60.68万 | 加仓 |
| CME | CME GROUP INC | $362.16万 | 0.06% | 12,262 | 486 | 4.1% | $14.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $374.64万 | 0.06% | 4,428 | 998 | 29.1% | $84.44万 | 加仓 |
| BA | BOEING CO | $381.87万 | 0.07% | 19,187 | 2,890 | 17.7% | $57.52万 | 加仓 |
| HYD | VANECK ETF TRUST | $382.52万 | 0.07% | 76,290 | -44,034 | -36.6% | -$220.79万 | 减仓 |
| EMXC | ISHARES INC | $391.27万 | 0.07% | 49,742 | -1,949 | -3.8% | -$15.33万 | 减仓 |
| CPNG | COUPANG INC | $394.22万 | 0.07% | 208,805 | -2,480 | -1.2% | -$4.68万 | 减仓 |
| KAT | ADVISORS SER TR | $404.45万 | 0.07% | 75,464 | -43,790 | -36.7% | -$234.69万 | 减仓 |
| DE | DEERE & CO | $405.85万 | 0.07% | 7,205 | -591 | -7.6% | -$33.29万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $413.36万 | 0.07% | 58,294 | -1,948 | -3.2% | -$13.81万 | 减仓 |
| AMGN | AMGEN INC | $415.96万 | 0.07% | 11,822 | -423 | -3.5% | -$14.88万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $422.88万 | 0.07% | 13,980 | 31 | 0.2% | $9,377 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $425.44万 | 0.07% | 36,749 | 775 | 2.2% | $8.97万 | 加仓 |
| IWB | ISHARES TR | $426.64万 | 0.07% | 11,966 | 272 | 2.3% | $9.70万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $432.32万 | 0.07% | 4,829 | 618 | 14.7% | $55.33万 | 加仓 |
| QCOM | QUALCOMM INC | $437.11万 | 0.08% | 33,942 | -6,538 | -16.2% | -$84.20万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $444.58万 | 0.08% | 14,709 | 513 | 3.6% | $15.51万 | 加仓 |
| SBUX | STARBUCKS CORP | $446.86万 | 0.08% | 49,878 | 3,341 | 7.2% | $29.93万 | 加仓 |
| KO | COCA COLA CO | $447.59万 | 0.08% | 58,854 | 6,724 | 12.9% | $51.14万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $450.02万 | 0.08% | 46,882 | -6,468 | -12.1% | -$62.09万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $453.44万 | 0.08% | 33,531 | 3,073 | 10.1% | $41.56万 | 加仓 |
| DLS | WISDOMTREE TR | $458.38万 | 0.08% | 56,243 | 129 | 0.2% | $1.05万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $474.05万 | 0.08% | 22,434 | 928 | 4.3% | $19.61万 | 加仓 |
| DES | WISDOMTREE TR | $474.90万 | 0.08% | 132,137 | 3,445 | 2.7% | $12.38万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $478.04万 | 0.08% | 32,680 | 10,695 | 48.6% | $156.45万 | 加仓 |
| GEV | GE VERNOVA INC | $479.03万 | 0.08% | 5,488 | 1,174 | 27.2% | $102.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $479.83万 | 0.08% | 9,603 | 545 | 6.0% | $27.23万 | 加仓 |