Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Seattle WA · SEC CIK 0001510434
$68.53亿2026Q2 申报市值
1,062持仓数
39.4%前十大占比 · 第一大 6.0%
112 / 57新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IQLT 加仓+$5,208.75万
NVDA 加仓+$2,061.77万
VTIP 加仓+$1,281.91万
VCSH 加仓+$1,097.64万
EFV 加仓+$960.55万
2026Q2 卖出最多 按季末市值估算
MTUM 减仓-$986.87万
SJNK 减仓-$433.18万
ADBE 减仓-$354.84万
FTNT 减仓-$347.09万
WDC 减仓-$274.52万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TR | $1,102.16万 | 0.16% | 67,340 | 60 | 0.1% | $9,820 | 加仓 |
| — | BELPOINTE PREP LLC | $1,091.57万 | 0.16% | 241,017 | -5,614 | -2.3% | -$25.43万 | 减仓 |
| T | AT&T INC | $1,081.28万 | 0.16% | 522,355 | 5,844 | 1.1% | $12.10万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,063.52万 | 0.16% | 84,179 | -1,790 | -2.1% | -$22.61万 | 减仓 |
| TJX | TJX COS INC NEW | $1,042.64万 | 0.15% | 68,821 | 4,338 | 6.7% | $65.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,038.87万 | 0.15% | 62,673 | 518 | 0.8% | $8.59万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $1,017.93万 | 0.15% | 221,483 | 1,162 | 0.5% | $5.34万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,012.35万 | 0.15% | 21,198 | 95 | 0.5% | $4.54万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $986.21万 | 0.14% | 186,924 | 4,174 | 2.3% | $22.02万 | 加仓 |
| ABBV | ABBVIE INC | $982.69万 | 0.14% | 39,051 | 1,083 | 2.9% | $27.25万 | 加仓 |
| ETN | EATON CORP PLC | $981.10万 | 0.14% | 23,024 | 616 | 2.7% | $26.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $976.07万 | 0.14% | 66,563 | 1,763 | 2.7% | $25.85万 | 加仓 |
| AZO | AUTOZONE INC | $969.65万 | 0.14% | 3,034 | 201 | 7.1% | $64.24万 | 加仓 |
| PAYX | PAYCHEX INC | $959.96万 | 0.14% | 97,627 | 27,762 | 39.7% | $272.98万 | 加仓 |
| RTX | RTX CORPORATION | $941.74万 | 0.14% | 49,636 | 3,372 | 7.3% | $63.98万 | 加仓 |
| NFLX | NETFLIX INC. | $940.41万 | 0.14% | 131,710 | 8,470 | 6.9% | $60.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $932.17万 | 0.14% | 108,216 | -1,578 | -1.4% | -$13.59万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $924.42万 | 0.13% | 206,573 | 11,002 | 5.6% | $49.23万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $914.82万 | 0.13% | 53,851 | 12,272 | 29.5% | $208.48万 | 加仓 |
| HD | HOME DEPOT INC | $835.41万 | 0.12% | 23,687 | 17 | 0.1% | $5,996 | 加仓 |
| SHM | SPDR SERIES TRUST | $800.34万 | 0.12% | 166,860 | -1,543 | -0.9% | -$7.40万 | 减仓 |
| ORCL | ORACLE CORP | $770.94万 | 0.11% | 52,606 | -1,029 | -1.9% | -$15.08万 | 减仓 |
| MCK | MCKESSON CORP | $767.46万 | 0.11% | 10,157 | 215 | 2.2% | $16.25万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $737.84万 | 0.11% | 80,122 | 10,264 | 14.7% | $94.52万 | 加仓 |
| NEM | NEWMONT CORP | $724.20万 | 0.11% | 77,537 | -1,398 | -1.8% | -$13.06万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $706.39万 | 0.10% | 5,110 | -125 | -2.4% | -$17.28万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $677.22万 | 0.10% | 82,246 | -1,441 | -1.7% | -$11.87万 | 减仓 |
| QCOM | QUALCOMM INC | $674.35万 | 0.10% | 36,493 | 2,551 | 7.5% | $47.14万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $671.25万 | 0.10% | 223,676 | 34,730 | 18.4% | $104.22万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $666.96万 | 0.10% | 199,330 | -3,323 | -1.6% | -$11.12万 | 减仓 |
| DEM | WISDOMTREE TR | $662.22万 | 0.10% | 123,112 | -2,077 | -1.7% | -$11.17万 | 减仓 |
| BAC | BANK OF AMER CORP | $654.25万 | 0.10% | 114,822 | 3,598 | 3.2% | $20.50万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $647.25万 | 0.09% | 223,497 | 4,570 | 2.1% | $13.23万 | 加仓 |
| EME | EMCOR GROUP INC | $633.95万 | 0.09% | 7,639 | -99 | -1.3% | -$8.22万 | 减仓 |
| MRK | MERCK & CO INC | $626.78万 | 0.09% | 48,777 | 3,608 | 8.0% | $46.36万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $622.51万 | 0.09% | 112,164 | -1,565 | -1.4% | -$8.69万 | 减仓 |
| GE | GE AEROSPACE | $616.25万 | 0.09% | 16,489 | -3,832 | -18.9% | -$143.22万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $602.01万 | 0.09% | 236,639 | -79,355 | -25.1% | -$201.88万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $588.22万 | 0.09% | 16,085 | 1,376 | 9.4% | $50.32万 | 加仓 |
| IJS | ISHARES TR | $588.19万 | 0.09% | 43,034 | 493 | 1.2% | $6.74万 | 加仓 |
| TMUS | T-MOBILE US INC | $580.80万 | 0.08% | 34,627 | 573 | 1.7% | $9.61万 | 加仓 |
| GEV | GE VERNOVA INC | $573.68万 | 0.08% | 4,883 | -605 | -11.0% | -$71.08万 | 减仓 |
| MUB | ISHARES TR | $565.86万 | 0.08% | 52,579 | -843 | -1.6% | -$9.07万 | 减仓 |
| GRMN | GARMIN LTD | $565.67万 | 0.08% | 23,814 | 230 | 1.0% | $5.46万 | 加仓 |
| SUB | ISHARES TR | $560.49万 | 0.08% | 52,643 | 44 | 0.1% | $4,685 | 加仓 |
| MCD | MCDONALDS CORP | $557.29万 | 0.08% | 20,617 | 919 | 4.7% | $24.84万 | 加仓 |
| KO | COCA COLA CO | $547.22万 | 0.08% | 67,333 | 8,479 | 14.4% | $68.91万 | 加仓 |
| KLAC | KLA CORP | $541.30万 | 0.08% | 17,941 | 1,201 | 7.2% | $36.24万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $535.64万 | 0.08% | 19,016 | 1,901 | 11.1% | $53.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $532.60万 | 0.08% | 10,370 | 767 | 8.0% | $39.39万 | 加仓 |
| SBUX | STARBUCKS CORP | $532.32万 | 0.08% | 52,091 | 2,213 | 4.4% | $22.61万 | 加仓 |
| SANM | SANMINA CORP | $525.14万 | 0.08% | 20,750 | 1,966 | 10.5% | $49.76万 | 加仓 |
| BLK | BLACKROCK INC | $524.63万 | 0.08% | 5,456 | 37 | 0.7% | $3.56万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $523.58万 | 0.08% | 15,479 | 1,499 | 10.7% | $50.70万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $523.39万 | 0.08% | 22,032 | -402 | -1.8% | -$9.55万 | 减仓 |
| DES | WISDOMTREE TR | $521.55万 | 0.08% | 128,207 | -3,930 | -3.0% | -$15.99万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $505.50万 | 0.07% | 157,722 | 157,722 | — | $505.50万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $502.19万 | 0.07% | 43,722 | -30 | -0.1% | -$3,446 | 减仓 |
| STT | STATE STR CORP | $497.96万 | 0.07% | 29,361 | 1,845 | 6.7% | $31.29万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $497.65万 | 0.07% | 125,417 | -1,191 | -0.9% | -$4.73万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $496.73万 | 0.07% | 86,208 | 3,281 | 4.0% | $18.91万 | 加仓 |
| EMXC | ISHARES INC | $494.27万 | 0.07% | 48,316 | -1,426 | -2.9% | -$14.59万 | 减仓 |
| IWB | ISHARES TR | $489.99万 | 0.07% | 11,966 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $483.12万 | 0.07% | 14,167 | 155 | 1.1% | $5.29万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $478.19万 | 0.07% | 58,358 | 64 | 0.1% | $5,244 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $478.12万 | 0.07% | 4,888 | 59 | 1.2% | $5.77万 | 加仓 |
| AMGN | AMGEN INC | $473.66万 | 0.07% | 13,080 | 1,258 | 10.6% | $45.56万 | 加仓 |
| DLS | WISDOMTREE TR | $473.00万 | 0.07% | 56,451 | 208 | 0.4% | $1.74万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $472.67万 | 0.07% | 35,667 | 2,136 | 6.4% | $28.31万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $469.20万 | 0.07% | 4,639 | 211 | 4.8% | $21.34万 | 加仓 |
| KR | KROGER CO | $461.99万 | 0.07% | 83,197 | 4,102 | 5.2% | $22.78万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $453.23万 | 0.07% | 46,696 | -186 | -0.4% | -$1.81万 | 减仓 |
| DAL | DELTA AIR LINES INC | $449.22万 | 0.07% | 47,962 | 5,223 | 12.2% | $48.92万 | 加仓 |
| VGT | VANGUARD WORLD FD | $448.81万 | 0.07% | 37,551 | 2,399 | 6.8% | $28.67万 | 加仓 |
| DE | DEERE & CO | $447.54万 | 0.07% | 7,055 | -150 | -2.1% | -$9.52万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $435.80万 | 0.06% | 137,432 | 24,167 | 21.3% | $76.63万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $428.93万 | 0.06% | 36,733 | -16 | -0.0% | -$1,868 | 减仓 |
| WRB | BERKLEY W R CORP | $421.23万 | 0.06% | 59,722 | 19,876 | 49.9% | $140.19万 | 加仓 |
| ACMR | ACM RESH INC | $420.68万 | 0.06% | 33,153 | 9,726 | 41.5% | $123.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $420.28万 | 0.06% | 22,059 | 1,862 | 9.2% | $35.48万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $412.11万 | 0.06% | 94,629 | 994 | 1.1% | $4.33万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $411.72万 | 0.06% | 121,666 | 13,621 | 12.6% | $46.09万 | 加仓 |
| BA | BOEING CO | $409.87万 | 0.06% | 18,934 | -253 | -1.3% | -$5.48万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $408.70万 | 0.06% | 26,040 | -8,782 | -25.2% | -$137.83万 | 减仓 |
| IWD | ISHARES TR | $396.29万 | 0.06% | 16,346 | -440 | -2.6% | -$10.67万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $385.41万 | 0.06% | 16,288 | 3,121 | 23.7% | $73.85万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $375.84万 | 0.05% | 50,428 | 8,062 | 19.0% | $60.09万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $372.94万 | 0.05% | 157,493 | -4,647 | -2.9% | -$11.00万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $368.60万 | 0.05% | 29,120 | 2,168 | 8.0% | $27.44万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $368.45万 | 0.05% | 47,292 | 1,826 | 4.0% | $14.23万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $366.94万 | 0.05% | 10,482 | 694 | 7.1% | $24.29万 | 加仓 |
| CPNG | COUPANG INC | $362.29万 | 0.05% | 208,572 | -233 | -0.1% | -$4,047 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $361.34万 | 0.05% | 220,534 | 12,232 | 5.9% | $20.04万 | 加仓 |
| DHR | DANAHER CORP DEL | $349.89万 | 0.05% | 18,369 | 181 | 1.0% | $3.45万 | 加仓 |
| MS | MORGAN STANLEY | $348.26万 | 0.05% | 16,660 | -504 | -2.9% | -$10.54万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $346.55万 | 0.05% | 186,569 | 2,993 | 1.6% | $5.56万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $344.01万 | 0.05% | 175,380 | -433 | -0.2% | -$8,493 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $343.06万 | 0.05% | 168,456 | 708 | 0.4% | $1.44万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $342.45万 | 0.05% | 175,391 | 204 | 0.1% | $3,983 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $342.25万 | 0.05% | 110,049 | 935 | 0.9% | $2.91万 | 加仓 |