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 |
|---|---|---|---|---|---|---|---|---|
| COO | COOPER COS INC | $22.72万 | 0.00% | 3,177 | 3,177 | — | $22.72万 | 新建仓 |
| RWX | SPDR INDEX SHS FDS | $22.68万 | 0.00% | 8,520 | 606 | 7.7% | $1.61万 | 加仓 |
| BPOP | POPULAR INC | $22.57万 | 0.00% | 1,682 | 1,682 | — | $22.57万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $22.51万 | 0.00% | 15,171 | 4,261 | 39.1% | $6.32万 | 加仓 |
| BRO | BROWN & BROWN INC | $22.45万 | 0.00% | 3,442 | -653 | -15.9% | -$4.26万 | 减仓 |
| WEX | WEX INC | $22.42万 | 0.00% | 1,465 | 1,465 | — | $22.42万 | 新建仓 |
| USEW | EA SERIES TRUST | $22.34万 | 0.00% | 4,570 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $22.26万 | 0.00% | 2,869 | -6,362 | -68.9% | -$49.36万 | 重新持有 |
| COMT | ISHARES U S ETF TR | $22.17万 | 0.00% | 6,557 | 6,557 | — | $22.17万 | 新建仓 |
| FLS | FLOWSERVE CORP | $22.16万 | 0.00% | 3,015 | 3,015 | — | $22.16万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $21.95万 | 0.00% | 5,633 | -616 | -9.9% | -$2.40万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $21.95万 | 0.00% | 8,157 | 4 | 0.0% | $108 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $21.89万 | 0.00% | 3,361 | 3,361 | — | $21.89万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $21.87万 | 0.00% | 13,166 | -1,294 | -8.9% | -$2.15万 | 减仓 |
| BURL | BURLINGTON STORES INC | $21.83万 | 0.00% | 671 | 671 | — | $21.83万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $21.82万 | 0.00% | 4,128 | -22,886 | -84.7% | -$120.95万 | 减仓 |
| SUI | SUN CMNTYS INC | $21.67万 | 0.00% | 1,720 | 1,720 | — | $21.67万 | 新建仓 |
| EVR | EVERCORE INC | $21.64万 | 0.00% | 725 | 725 | — | $21.64万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $21.55万 | 0.00% | 2,008 | 2,008 | — | $21.55万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $21.52万 | 0.00% | 3,681 | 3,681 | — | $21.52万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $21.31万 | 0.00% | 984 | 276 | 39.0% | $5.98万 | 重新持有 |
| MORN | MORNINGSTAR INC | $21.25万 | 0.00% | 1,257 | 309 | 32.6% | $5.22万 | 加仓 |
| BOND | PIMCO ETF TR | $21.22万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $21.17万 | 0.00% | 1,958 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $21.09万 | 0.00% | 2,963 | 155 | 5.5% | $1.10万 | 加仓 |
| EQIX | EQUINIX INC | $21.08万 | 0.00% | 215 | 215 | — | $21.08万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $21.07万 | 0.00% | 2,850 | 2,850 | — | $21.07万 | 新建仓 |
| IJK | ISHARES TR | $21.06万 | 0.00% | 2,093 | 2,093 | — | $21.06万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $20.97万 | 0.00% | 1,333 | 1,333 | — | $20.97万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $20.91万 | 0.00% | 3,000 | 3,000 | — | $20.91万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $20.89万 | 0.00% | 2,228 | -136 | -5.8% | -$1.27万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $20.83万 | 0.00% | 1,381 | -637 | -31.6% | -$9.61万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $20.83万 | 0.00% | 648 | 648 | — | $20.83万 | 新建仓 |
| IWO | ISHARES TR | $20.81万 | 0.00% | 663 | -1 | -0.2% | -$314 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $20.79万 | 0.00% | 34,773 | 34,773 | — | $20.79万 | 新建仓 |
| QLD | PROSHARES TR | $20.70万 | 0.00% | 3,393 | -555 | -14.1% | -$3.39万 | 减仓 |
| FIX | COMFORT SYS USA INC | $20.68万 | 0.00% | 150 | 150 | — | $20.68万 | 新建仓 |
| MOD | MODINE MFG CO | $20.67万 | 0.00% | 954 | 954 | — | $20.67万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $20.60万 | 0.00% | 4,392 | 4,392 | — | $20.60万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $20.53万 | 0.00% | 4,537 | -1,550 | -25.5% | -$7.02万 | 减仓 |
| GVI | ISHARES TR | $20.45万 | 0.00% | 1,917 | 3 | 0.2% | $320 | 加仓 |
| APP | APPLOVIN CORP | $20.42万 | 0.00% | 513 | -105 | -17.0% | -$4.18万 | 减仓 |
| E | ENI SPA | $20.29万 | 0.00% | 3,585 | 3,585 | — | $20.29万 | 新建仓 |
| HUBS | HUBSPOT INC | $20.28万 | 0.00% | 831 | 831 | — | $20.28万 | 新建仓 |
| MLRG | ISHARES TR | $20.22万 | 0.00% | 2,250 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $20.15万 | 0.00% | 9,513 | 151 | 1.6% | $3,198 | 加仓 |
| TDC | TERADATA CORP DEL | $20.09万 | 0.00% | 7,840 | 7,840 | — | $20.09万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.09万 | 0.00% | 730 | 730 | — | $20.09万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $20.02万 | 0.00% | 4,650 | -1,407 | -23.2% | -$6.06万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $20.01万 | 0.00% | 23,875 | 7,993 | 50.3% | $6.70万 | 加仓 |
| NVCR | NOVOCURE LTD | $19.77万 | 0.00% | 18,140 | 18,140 | — | $19.77万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $19.51万 | 0.00% | 300 | 300 | — | $19.51万 | 新建仓 |
| CDNA | CAREDX INC | $19.34万 | 0.00% | 11,138 | -750 | -6.3% | -$1.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $18.30万 | 0.00% | 11,032 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $18.08万 | 0.00% | 20,064 | 5,338 | 36.2% | $4.81万 | 加仓 |
| NOK | NOKIA CORP | $17.95万 | 0.00% | 22,329 | 4,909 | 28.2% | $3.95万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $17.62万 | 0.00% | 11,095 | 2,125 | 23.7% | $3.37万 | 加仓 |
| MAKO | MAKO MNG CORP | $17.57万 | 0.00% | 27,500 | 27,500 | — | $17.57万 | 新建仓 |
| — | LEGGETT & PLATT INC | $17.56万 | 0.00% | 17,771 | 4,237 | 31.3% | $4.19万 | 加仓 |
| ADT | ADT INC DEL | $16.83万 | 0.00% | 25,617 | -3,549 | -12.2% | -$2.33万 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $16.41万 | 0.00% | 32,634 | 8,331 | 34.3% | $4.19万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $16.02万 | 0.00% | 14,539 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD | $15.86万 | 0.00% | 11,449 | 11,449 | — | $15.86万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $14.96万 | 0.00% | 10,039 | 10,039 | — | $14.96万 | 新建仓 |
| — | PUTNAM ETF TRUST | $14.21万 | 0.00% | 19,526 | 19,526 | — | $14.21万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $13.95万 | 0.00% | 17,685 | 5,812 | 49.0% | $4.59万 | 加仓 |
| AI | C3 AI INC | $11.60万 | 0.00% | 13,776 | 1,548 | 12.7% | $1.30万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $11.42万 | 0.00% | 10,848 | 10,848 | — | $11.42万 | 新建仓 |
| SLV | ISHARES SILVER TR | $10.75万 | 0.00% | 1,577 | -3,876 | -71.1% | -$26.41万 | 减仓 |
| BSBR | BANCO SANTANDER BRASIL S A | $10.69万 | 0.00% | 18,020 | 5,527 | 44.2% | $3.28万 | 加仓 |
| UNIT | UNITI GROUP LLC | $9.97万 | 0.00% | 10,625 | 10,625 | — | $9.97万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $9.72万 | 0.00% | 11,926 | -19,219 | -61.7% | -$15.66万 | 减仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $9.35万 | 0.00% | 33,501 | 0 | 0.0% | — | 不变 |
| ASTL | ALGOMA STL GROUP INC | $8.99万 | 0.00% | 21,773 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM | $8.96万 | 0.00% | 14,861 | 4,622 | 45.1% | $2.79万 | 加仓 |
| TIC | TIC SOLUTIONS INC | $8.35万 | 0.00% | 12,688 | 1,165 | 10.1% | $7,666 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $8.33万 | 0.00% | 18,840 | 151 | 0.8% | $667 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $7.92万 | 0.00% | 13,650 | -2,420 | -15.1% | -$1.40万 | 减仓 |
| NIO | NIO INC | $7.69万 | 0.00% | 12,750 | -660 | -4.9% | -$3,980 | 减仓 |
| QS | QUANTUMSCAPE CORP | $7.56万 | 0.00% | 11,845 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $7.43万 | 0.00% | 200 | 200 | — | $7.43万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6.09万 | 0.00% | 10,394 | 10,394 | — | $6.09万 | 新建仓 |
| RUM | RUMBLE INC | $5.25万 | 0.00% | 10,298 | 298 | 3.0% | $1,520 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $4.71万 | 0.00% | 19,697 | -39,888 | -66.9% | -$9.53万 | 减仓 |
| — | COGNITION THERAPEUTICS INC | $3.65万 | 0.00% | 48,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC 看涨期权 | $3.42万 | 0.00% | 100 | 100 | — | $3.42万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $3.38万 | 0.00% | 100 | 100 | — | $3.38万 | 新建仓 |
| T | AT&T INC 看涨期权 | $2.90万 | 0.00% | 1,000 | 1,000 | — | $2.90万 | 新建仓 |
| GEVO | GEVO INC | $2.81万 | 0.00% | 10,305 | 10,305 | — | $2.81万 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $2.73万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN 看涨期权 | $2.03万 | 0.00% | 100 | 100 | — | $2.03万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $1.74万 | 0.00% | 100 | 100 | — | $1.74万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP 看涨期权 | $9,398 | 0.00% | 100 | 100 | — | $9,398 | 新建仓 |
| — | CBAK ENERGY TECHNOLOGY INC | $8,478 | 0.00% | 10,250 | 0 | 0.0% | — | 不变 |
| — | MOBIX LABS INC | $1,625 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $502 | 0.00% | 71,620 | 71,620 | — | $502 | 新建仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -31,546 | -100.0% | -$191.83万 | 清仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -167,400 | -100.0% | -$128.90万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -14,012 | -100.0% | -$103.78万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,770 | -100.0% | -$87.69万 | 清仓 |