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 |
|---|---|---|---|---|---|---|---|---|
| DWX | SPDR INDEX SHS FDS | $1,004.71万 | 0.17% | 220,321 | 3,402 | 1.6% | $15.51万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $998.58万 | 0.17% | 38,802 | 2,862 | 8.0% | $73.65万 | 加仓 |
| AZO | AUTOZONE INC | $956.93万 | 0.17% | 2,833 | 164 | 6.1% | $55.40万 | 加仓 |
| ESGU | ISHARES TR | $951.48万 | 0.16% | 67,280 | 4,807 | 7.7% | $67.98万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $935.97万 | 0.16% | 64,800 | 35,623 | 122.1% | $514.54万 | 加仓 |
| AMAT | APPLIED MATLS INC | $915.60万 | 0.16% | 26,788 | 2,777 | 11.6% | $94.92万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $894.19万 | 0.15% | 182,750 | -15,062 | -7.6% | -$73.70万 | 减仓 |
| RTX | RTX CORPORATION | $892.43万 | 0.15% | 46,264 | 792 | 1.7% | $15.28万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $876.16万 | 0.15% | 195,571 | 17,100 | 9.6% | $76.61万 | 加仓 |
| MCK | MCKESSON CORP | $860.33万 | 0.15% | 9,942 | -342 | -3.3% | -$29.59万 | 减仓 |
| NEM | NEWMONT CORP | $854.47万 | 0.15% | 78,935 | 2,718 | 3.6% | $29.42万 | 加仓 |
| ABBV | ABBVIE INC | $825.76万 | 0.14% | 37,968 | 1,761 | 4.9% | $38.30万 | 加仓 |
| SHM | SPDR SERIES TRUST | $805.47万 | 0.14% | 168,403 | 9,074 | 5.7% | $43.40万 | 加仓 |
| ETN | EATON CORP PLC | $801.47万 | 0.14% | 22,408 | 139 | 0.6% | $4.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $799.26万 | 0.14% | 18,299 | 6,686 | 57.6% | $292.03万 | 加仓 |
| TXN | TEXAS INSTRS INC | $796.23万 | 0.14% | 41,013 | -3,916 | -8.7% | -$76.03万 | 减仓 |
| ORCL | ORACLE CORP | $789.02万 | 0.14% | 53,635 | -2,918 | -5.2% | -$42.93万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $783.67万 | 0.14% | 315,994 | -269,318 | -46.0% | -$667.91万 | 减仓 |
| HD | HOME DEPOT INC | $778.50万 | 0.13% | 23,670 | 1,277 | 5.7% | $42.00万 | 加仓 |
| TMUS | T-MOBILE US INC | $715.23万 | 0.12% | 34,054 | 6,971 | 25.7% | $146.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $713.18万 | 0.12% | 21,103 | 511 | 2.5% | $17.27万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $711.08万 | 0.12% | 77,233 | 4,448 | 6.1% | $40.95万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $694.32万 | 0.12% | 113,729 | 1,721 | 1.5% | $10.51万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $679.70万 | 0.12% | 202,653 | -3,878 | -1.9% | -$13.01万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $674.13万 | 0.12% | 283,119 | 24,451 | 9.5% | $58.22万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $644.86万 | 0.11% | 69,858 | 14,422 | 26.0% | $133.13万 | 加仓 |
| PAYX | PAYCHEX INC | $643.59万 | 0.11% | 69,865 | 867 | 1.3% | $7.99万 | 加仓 |
| DEM | WISDOMTREE TR | $622.07万 | 0.11% | 125,189 | 446 | 0.4% | $2.22万 | 加仓 |
| MCD | MCDONALDS CORP | $612.21万 | 0.11% | 19,698 | 1,743 | 9.7% | $54.17万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $600.29万 | 0.10% | 83,687 | -766 | -0.9% | -$5.49万 | 减仓 |
| GE | GE AEROSPACE | $576.66万 | 0.10% | 20,321 | 1,081 | 5.6% | $30.68万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $572.38万 | 0.10% | 5,235 | 536 | 11.4% | $58.60万 | 加仓 |
| KR | KROGER CO | $572.33万 | 0.10% | 79,095 | 5,169 | 7.0% | $37.40万 | 加仓 |
| EME | EMCOR GROUP INC | $571.30万 | 0.10% | 7,738 | 533 | 7.4% | $39.35万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $568.16万 | 0.10% | 188,946 | -3,170 | -1.7% | -$9.53万 | 减仓 |
| MUB | ISHARES TR | $567.08万 | 0.10% | 53,422 | 4,421 | 9.0% | $46.93万 | 加仓 |
| SUB | ISHARES TR | $560.18万 | 0.10% | 52,599 | -158 | -0.3% | -$1.68万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $549.51万 | 0.09% | 218,927 | -4,562 | -2.0% | -$11.45万 | 减仓 |
| GRMN | GARMIN LTD | $547.16万 | 0.09% | 23,584 | 5,006 | 26.9% | $116.14万 | 加仓 |
| MRK | MERCK & CO INC | $543.34万 | 0.09% | 45,169 | 7,239 | 19.1% | $87.08万 | 加仓 |
| BAC | BANK AMERICA CORP | $542.22万 | 0.09% | 111,224 | -120 | -0.1% | -$5,850 | 减仓 |
| BLK | BLACKROCK INC | $521.15万 | 0.09% | 5,419 | 9 | 0.2% | $8,655 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $514.87万 | 0.09% | 17,115 | 623 | 3.8% | $18.74万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $510.51万 | 0.09% | 41,579 | 105 | 0.3% | $1.29万 | 加仓 |
| ADBE | ADOBE INC | $507.70万 | 0.09% | 20,886 | -7,262 | -25.8% | -$176.53万 | 减仓 |
| IJS | ISHARES TR | $503.90万 | 0.09% | 42,541 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $502.95万 | 0.09% | 82,927 | 3,387 | 4.3% | $20.54万 | 加仓 |
| INTC | INTEL CORP | $494.62万 | 0.09% | 112,083 | -25,414 | -18.5% | -$112.15万 | 减仓 |
| ETR | ENTERGY CORP NEW | $491.59万 | 0.08% | 43,752 | 531 | 1.2% | $5.97万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $484.40万 | 0.08% | 126,608 | -3,091 | -2.4% | -$11.83万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $481.66万 | 0.08% | 34,822 | 14,758 | 73.6% | $204.13万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $479.83万 | 0.08% | 9,603 | 545 | 6.0% | $27.23万 | 加仓 |
| GEV | GE VERNOVA INC | $479.03万 | 0.08% | 5,488 | 1,174 | 27.2% | $102.47万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $478.04万 | 0.08% | 32,680 | 10,695 | 48.6% | $156.45万 | 加仓 |
| DES | WISDOMTREE TR | $474.90万 | 0.08% | 132,137 | 3,445 | 2.7% | $12.38万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $474.05万 | 0.08% | 22,434 | 928 | 4.3% | $19.61万 | 加仓 |
| DLS | WISDOMTREE TR | $458.38万 | 0.08% | 56,243 | 129 | 0.2% | $1.05万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $453.44万 | 0.08% | 33,531 | 3,073 | 10.1% | $41.56万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $450.02万 | 0.08% | 46,882 | -6,468 | -12.1% | -$62.09万 | 减仓 |
| KO | COCA COLA CO | $447.59万 | 0.08% | 58,854 | 6,724 | 12.9% | $51.14万 | 加仓 |
| SBUX | STARBUCKS CORP | $446.86万 | 0.08% | 49,878 | 3,341 | 7.2% | $29.93万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $444.58万 | 0.08% | 14,709 | 513 | 3.6% | $15.51万 | 加仓 |
| QCOM | QUALCOMM INC | $437.11万 | 0.08% | 33,942 | -6,538 | -16.2% | -$84.20万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $432.32万 | 0.07% | 4,829 | 618 | 14.7% | $55.33万 | 加仓 |
| IWB | ISHARES TR | $426.64万 | 0.07% | 11,966 | 272 | 2.3% | $9.70万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $425.44万 | 0.07% | 36,749 | 775 | 2.2% | $8.97万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $422.88万 | 0.07% | 13,980 | 31 | 0.2% | $9,377 | 加仓 |
| AMGN | AMGEN INC | $415.96万 | 0.07% | 11,822 | -423 | -3.5% | -$14.88万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $413.36万 | 0.07% | 58,294 | -1,948 | -3.2% | -$13.81万 | 减仓 |
| DE | DEERE & CO | $405.85万 | 0.07% | 7,205 | -591 | -7.6% | -$33.29万 | 减仓 |
| KAT | ADVISORS SER TR | $404.45万 | 0.07% | 75,464 | -43,790 | -36.7% | -$234.69万 | 减仓 |
| CPNG | COUPANG INC | $394.22万 | 0.07% | 208,805 | -2,480 | -1.2% | -$4.68万 | 减仓 |
| EMXC | ISHARES INC | $391.27万 | 0.07% | 49,742 | -1,949 | -3.8% | -$15.33万 | 减仓 |
| HYD | VANECK ETF TRUST | $382.52万 | 0.07% | 76,290 | -44,034 | -36.6% | -$220.79万 | 减仓 |
| BA | BOEING CO | $381.87万 | 0.07% | 19,187 | 2,890 | 17.7% | $57.52万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $374.64万 | 0.06% | 4,428 | 998 | 29.1% | $84.44万 | 加仓 |
| CME | CME GROUP INC | $362.16万 | 0.06% | 12,262 | 486 | 4.1% | $14.35万 | 加仓 |
| IWD | ISHARES TR | $358.67万 | 0.06% | 16,786 | 2,840 | 20.4% | $60.68万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $356.50万 | 0.06% | 45,466 | -1,919 | -4.0% | -$15.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $352.91万 | 0.06% | 26,952 | -1,624 | -5.7% | -$21.26万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $348.44万 | 0.06% | 162,140 | -4,346 | -2.6% | -$9.34万 | 减仓 |
| STT | STATE STR CORP | $348.24万 | 0.06% | 27,516 | 1,961 | 7.7% | $24.82万 | 加仓 |
| NVR | NVR INC | $347.94万 | 0.06% | 528 | 9 | 1.7% | $5.93万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $347.50万 | 0.06% | 113,265 | 35,539 | 45.7% | $109.03万 | 加仓 |
| IEFA | ISHARES TR | $346.69万 | 0.06% | 38,296 | -906 | -2.3% | -$8.20万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $345.03万 | 0.06% | 175,813 | -793 | -0.4% | -$1.56万 | 减仓 |
| DHR | DANAHER CORP DEL | $344.84万 | 0.06% | 18,188 | -3,013 | -14.2% | -$57.13万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $342.96万 | 0.06% | 68,319 | 10,423 | 18.0% | $52.32万 | 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 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $342.59万 | 0.06% | 167,748 | 2,026 | 1.2% | $4.14万 | 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 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $342.14万 | 0.06% | 175,187 | 728 | 0.4% | $1.42万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $337.98万 | 0.06% | 19,643 | -32 | -0.2% | -$5,506 | 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 |
| ABT | ABBOTT LABORATORIES | $331.07万 | 0.06% | 32,246 | -3,881 | -10.7% | -$39.85万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $325.57万 | 0.06% | 140,212 | -22,399 | -13.8% | -$52.01万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $318.80万 | 0.06% | 42,366 | 7,432 | 21.3% | $55.93万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $314.74万 | 0.05% | 108,045 | 2,669 | 2.5% | $7.77万 | 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 |
| CRH | CRH PLC | $308.73万 | 0.05% | 29,369 | 2,688 | 10.1% | $28.26万 | 加仓 |