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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $306.57万 | 0.05% | 4,394 | 76 | 1.8% | $5.30万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $303.88万 | 0.05% | 109,114 | -7,407 | -6.4% | -$20.63万 | 减仓 |
| IAU | ISHARES GOLD TR | $303.54万 | 0.05% | 34,431 | 1,617 | 4.9% | $14.26万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $301.22万 | 0.05% | 53,238 | 8,573 | 19.2% | $48.51万 | 加仓 |
| IWN | ISHARES TR | $300.12万 | 0.05% | 15,830 | -769 | -4.6% | -$14.58万 | 减仓 |
| NTCT | NETSCOUT SYS INC | $297.67万 | 0.05% | 93,635 | 16,118 | 20.8% | $51.24万 | 加仓 |
| WMB | WILLIAMS COS INC | $297.43万 | 0.05% | 40,867 | 6,061 | 17.4% | $44.11万 | 加仓 |
| PEP | PEPSICO INC | $295.24万 | 0.05% | 19,012 | -862 | -4.3% | -$13.39万 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $294.05万 | 0.05% | 35,823 | -415 | -1.1% | -$3.41万 | 减仓 |
| FISV | FISERV INC | $288.42万 | 0.05% | 51,688 | 9,446 | 22.4% | $52.71万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.05% | 4 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $284.13万 | 0.05% | 42,739 | 2,274 | 5.6% | $15.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $283.16万 | 0.05% | 13,167 | 654 | 5.2% | $14.06万 | 加仓 |
| MS | MORGAN STANLEY | $282.48万 | 0.05% | 17,164 | -3,656 | -17.6% | -$60.17万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $276.41万 | 0.05% | 29,760 | 9,265 | 45.2% | $86.05万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $276.38万 | 0.05% | 9,788 | 1,453 | 17.4% | $41.03万 | 加仓 |
| IVW | ISHARES TR | $273.60万 | 0.05% | 24,189 | 421 | 1.8% | $4.76万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $269.70万 | 0.05% | 7,858 | 1,003 | 14.6% | $34.42万 | 加仓 |
| WFC | WELLS FARGO & CO | $269.38万 | 0.05% | 33,837 | 3,544 | 11.7% | $28.21万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $268.61万 | 0.05% | 27,589 | -622 | -2.2% | -$6.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $268.42万 | 0.05% | 20,197 | 3,547 | 21.3% | $47.14万 | 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 |
| WRB | BERKLEY W R CORP | $264.10万 | 0.05% | 39,846 | 2,478 | 6.6% | $16.42万 | 加仓 |
| VO | VANGUARD INDEX FDS | $260.92万 | 0.05% | 9,085 | -61 | -0.7% | -$1.75万 | 减仓 |
| IDV | ISHARES TR | $258.22万 | 0.04% | 60,673 | 952 | 1.6% | $4.05万 | 加仓 |
| KLAC | KLA CORP | $246.48万 | 0.04% | 1,674 | 265 | 18.8% | $39.02万 | 加仓 |
| NDAQ | NASDAQ INC | $243.76万 | 0.04% | 28,715 | 3,431 | 13.6% | $29.13万 | 加仓 |
| SANM | SANMINA CORP | $243.52万 | 0.04% | 18,784 | 3,753 | 25.0% | $48.65万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $242.45万 | 0.04% | 30,823 | -3,828 | -11.0% | -$30.11万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $241.29万 | 0.04% | 8,503 | 509 | 6.4% | $14.44万 | 加仓 |
| IWM | ISHARES TR | $240.09万 | 0.04% | 9,681 | -72 | -0.7% | -$1.79万 | 减仓 |
| LOW | LOWES COS INC | $239.11万 | 0.04% | 10,120 | -69 | -0.7% | -$1.63万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $238.62万 | 0.04% | 3,948 | 2,493 | 171.3% | $150.68万 | 加仓 |
| FTNT | FORTINET INC | $238.52万 | 0.04% | 29,187 | -104 | -0.4% | -$8,499 | 减仓 |
| C | CITIGROUP INC | $238.22万 | 0.04% | 21,005 | -3,423 | -14.0% | -$38.82万 | 减仓 |
| EFA | ISHARES TR | $237.11万 | 0.04% | 24,411 | 454 | 1.9% | $4.41万 | 加仓 |
| COP | CONOCOPHILLIPS | $235.51万 | 0.04% | 17,841 | -457 | -2.5% | -$6.03万 | 减仓 |
| EOG | EOG RES INC | $229.16万 | 0.04% | 15,851 | 1,183 | 8.1% | $17.10万 | 加仓 |
| UNP | UNION PAC CORP | $226.25万 | 0.04% | 9,325 | -2,109 | -18.4% | -$51.17万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $224.64万 | 0.04% | 14,012 | -1,464 | -9.5% | -$23.47万 | 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 |
| UBER | UBER TECHNOLOGIES INC | $223.97万 | 0.04% | 31,137 | -608 | -1.9% | -$4.37万 | 减仓 |
| SUSB | ISHARES TR | $217.98万 | 0.04% | 86,965 | 1,444 | 1.7% | $3.62万 | 加仓 |
| — | WHITESTONE REIT | $216.51万 | 0.04% | 134,060 | 12,930 | 10.7% | $20.88万 | 加仓 |
| — | HONEYWELL INTL INC | $211.29万 | 0.04% | 9,347 | -2,721 | -22.5% | -$61.51万 | 减仓 |
| SNA | SNAP ON INC | $208.63万 | 0.04% | 5,744 | 1,921 | 50.2% | $69.77万 | 加仓 |
| DIS | DISNEY WALT CO | $204.44万 | 0.04% | 21,211 | 6,445 | 43.6% | $62.12万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $203.18万 | 0.04% | 129,664 | 129,664 | — | $203.18万 | 新建仓 |
| CMF | ISHARES TR | $200.20万 | 0.03% | 35,210 | -4,034 | -10.3% | -$22.94万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $195.38万 | 0.03% | 19,266 | 6,382 | 49.5% | $64.72万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $195.12万 | 0.03% | 25,982 | 11,128 | 74.9% | $83.57万 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $193.86万 | 0.03% | 88,159 | -2,275 | -2.5% | -$5.00万 | 减仓 |
| USB | US BANCORP | $193.38万 | 0.03% | 37,182 | 5,429 | 17.1% | $28.24万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $193.08万 | 0.03% | 33,703 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $192.83万 | 0.03% | 3,923 | -896 | -18.6% | -$44.04万 | 减仓 |
| PHM | PULTE GROUP INC | $191.70万 | 0.03% | 16,300 | 5,519 | 51.2% | $64.91万 | 加仓 |
| LIN | LINDE PLC | $191.63万 | 0.03% | 3,865 | 556 | 16.8% | $27.57万 | 加仓 |
| LAUR | LAUREATE ED INC | $189.90万 | 0.03% | 54,505 | 6,246 | 12.9% | $21.76万 | 加仓 |
| IJH | ISHARES TR | $188.99万 | 0.03% | 27,986 | -1,724 | -5.8% | -$11.64万 | 减仓 |
| DGS | WISDOMTREE TR | $188.48万 | 0.03% | 31,360 | 396 | 1.3% | $2.38万 | 加仓 |
| ACWI | ISHARES TR | $188.33万 | 0.03% | 13,611 | 457 | 3.5% | $6.32万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $185.50万 | 0.03% | 23,164 | 578 | 2.6% | $4.63万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $180.01万 | 0.03% | 13,733 | 1,786 | 14.9% | $23.41万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $179.30万 | 0.03% | 6,147 | 916 | 17.5% | $26.72万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $177.60万 | 0.03% | 9,735 | 4,350 | 80.8% | $79.36万 | 加仓 |
| FAST | FASTENAL CO | $173.14万 | 0.03% | 37,315 | 22,571 | 153.1% | $104.73万 | 加仓 |
| ASML | ASML HLDG NV | $172.63万 | 0.03% | 1,307 | 34 | 2.7% | $4.49万 | 加仓 |
| CCL | CARNIVAL CORP | $172.12万 | 0.03% | 66,509 | 2,125 | 3.3% | $5.50万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $168.75万 | 0.03% | 19,799 | -2,079 | -9.5% | -$17.72万 | 减仓 |
| AFL | AFLAC INC | $168.34万 | 0.03% | 15,344 | -2,961 | -16.2% | -$32.49万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $166.75万 | 0.03% | 2,444 | -6 | -0.2% | -$4,094 | 减仓 |
| JBL | JABIL INC | $164.45万 | 0.03% | 6,191 | 364 | 6.2% | $9.67万 | 加仓 |
| NXT | NEXTPOWER INC | $164.42万 | 0.03% | 13,639 | 780 | 6.1% | $9.40万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $163.97万 | 0.03% | 66,223 | 8,673 | 15.1% | $21.47万 | 加仓 |
| WELL | WELLTOWER INC | $162.89万 | 0.03% | 8,239 | 3,444 | 71.8% | $68.09万 | 加仓 |
| GLD | SPDR GOLD TR | $162.82万 | 0.03% | 3,784 | -449 | -10.6% | -$19.32万 | 减仓 |
| NUDM | NUSHARES ETF TR | $162.24万 | 0.03% | 44,930 | 18,776 | 71.8% | $67.80万 | 加仓 |
| ORI | OLD REP INTL CORP | $162.18万 | 0.03% | 40,646 | 9,323 | 29.8% | $37.20万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $158.46万 | 0.03% | 55,193 | 28,668 | 108.1% | $82.31万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $157.34万 | 0.03% | 8,198 | -504 | -5.8% | -$9.67万 | 减仓 |
| SPGI | S&P GLOBAL INC | $156.45万 | 0.03% | 3,678 | -1,584 | -30.1% | -$67.38万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $155.81万 | 0.03% | 3,590 | 145 | 4.2% | $6.29万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $154.54万 | 0.03% | 16,399 | -161 | -1.0% | -$1.52万 | 减仓 |
| SCZ | ISHARES TR | $153.56万 | 0.03% | 19,584 | -645 | -3.2% | -$5.06万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $152.97万 | 0.03% | 4,772 | -70 | -1.4% | -$2.24万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $151.83万 | 0.03% | 22,584 | -299 | -1.3% | -$2.01万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $150.62万 | 0.03% | 13,215 | 752 | 6.0% | $8.57万 | 加仓 |
| — | LISTED FDS TR | $147.95万 | 0.03% | 48,263 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $145.87万 | 0.03% | 24,978 | 1,877 | 8.1% | $10.96万 | 加仓 |
| IWF | ISHARES TR | $145.57万 | 0.03% | 3,414 | -88 | -2.5% | -$3.75万 | 减仓 |
| NVS | NOVARTIS AG | $145.31万 | 0.03% | 9,513 | 1,137 | 13.6% | $17.37万 | 加仓 |
| AVA | AVISTA CORP | $144.95万 | 0.03% | 36,110 | 7,922 | 28.1% | $31.80万 | 加仓 |
| SGOV | ISHARES TR | $144.15万 | 0.02% | 14,320 | 646 | 4.7% | $6.50万 | 加仓 |
| PCAR | PACCAR INC | $141.75万 | 0.02% | 12,273 | -793 | -6.1% | -$9.16万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $139.31万 | 0.02% | 12,309 | 3,063 | 33.1% | $34.67万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $139.27万 | 0.02% | 6,693 | 4,013 | 149.7% | $83.51万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $135.64万 | 0.02% | 43,293 | 36,460 | 533.6% | $114.23万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $134.98万 | 0.02% | 27,934 | 122 | 0.4% | $5,895 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $134.86万 | 0.02% | 4,984 | -2,199 | -30.6% | -$59.50万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $134.05万 | 0.02% | 18,328 | 0 | 0.0% | — | 不变 |