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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $341.12万 | 0.05% | 80,568 | 12,249 | 17.9% | $51.86万 | 加仓 |
| IWN | ISHARES TR | $340.78万 | 0.05% | 15,406 | -424 | -2.7% | -$9.38万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $339.51万 | 0.05% | 19,483 | -160 | -0.8% | -$2.79万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $339.40万 | 0.05% | 203,903 | 3,621 | 1.8% | $6.03万 | 加仓 |
| C | CITIGROUP INC | $337.47万 | 0.05% | 24,112 | 3,107 | 14.8% | $43.49万 | 加仓 |
| CRH | CRH PLC | $335.78万 | 0.05% | 31,381 | 2,012 | 6.9% | $21.53万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $334.57万 | 0.05% | 56,231 | 5,564 | 11.0% | $33.11万 | 加仓 |
| NVR | NVR INC | $333.18万 | 0.05% | 489 | -39 | -7.4% | -$26.57万 | 减仓 |
| IVW | ISHARES TR | $332.67万 | 0.05% | 24,189 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $329.53万 | 0.05% | 35,391 | -432 | -1.2% | -$4.02万 | 减仓 |
| ASML | ASML HLDG NV | $326.87万 | 0.05% | 1,643 | 336 | 25.7% | $66.85万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $324.34万 | 0.05% | 27,800 | -4,880 | -14.9% | -$56.93万 | 减仓 |
| IEFA | ISHARES TR | $322.00万 | 0.05% | 33,340 | -4,956 | -12.9% | -$47.86万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $317.03万 | 0.05% | 154,574 | 2,802 | 1.8% | $5.75万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $316.03万 | 0.05% | 136,632 | -3,580 | -2.6% | -$8.28万 | 减仓 |
| HYD | VANECK ETF TRUST | $315.94万 | 0.05% | 61,335 | -14,955 | -19.6% | -$77.03万 | 减仓 |
| SNA | SNAP ON INC | $307.76万 | 0.04% | 7,648 | 1,904 | 33.1% | $76.62万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $304.86万 | 0.04% | 8,606 | 748 | 9.5% | $26.50万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $300.45万 | 0.04% | 10,000 | 10,000 | — | $300.45万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.04% | 4 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $295.90万 | 0.04% | 21,853 | 2,841 | 14.9% | $38.47万 | 加仓 |
| WFC | WELLS FARGO & CO | $291.84万 | 0.04% | 35,315 | 1,478 | 4.4% | $12.21万 | 加仓 |
| UNP | UNION PAC CORP | $291.20万 | 0.04% | 10,706 | 1,381 | 14.8% | $37.56万 | 加仓 |
| CME | CME GROUP INC | $283.02万 | 0.04% | 12,816 | 554 | 4.5% | $12.23万 | 加仓 |
| FISV | FISERV INC | $282.81万 | 0.04% | 57,658 | 5,970 | 11.6% | $29.28万 | 加仓 |
| IWM | ISHARES TR | $282.35万 | 0.04% | 9,398 | -283 | -2.9% | -$8.50万 | 减仓 |
| KAT | ADVISORS SER TR | $281.32万 | 0.04% | 52,039 | -23,425 | -31.0% | -$126.64万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $279.45万 | 0.04% | 30,797 | -1,449 | -4.5% | -$13.15万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $278.48万 | 0.04% | 45,811 | -7,427 | -14.0% | -$45.15万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $277.04万 | 0.04% | 31,565 | 1,805 | 6.1% | $15.84万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $271.68万 | 0.04% | 33,703 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $270.37万 | 0.04% | 33,557 | -2,783 | -7.7% | -$22.42万 | 减仓 |
| WMB | WILLIAMS COS INC | $269.94万 | 0.04% | 36,311 | -4,556 | -11.1% | -$33.87万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $268.21万 | 0.04% | 29,650 | 6,486 | 28.0% | $58.67万 | 加仓 |
| IAU | ISHARES GOLD TR | $266.54万 | 0.04% | 35,299 | 868 | 2.5% | $6.55万 | 加仓 |
| JBL | JABIL INC | $265.79万 | 0.04% | 6,895 | 704 | 11.4% | $27.14万 | 加仓 |
| USB | US BANCORP | $255.40万 | 0.04% | 42,284 | 5,102 | 13.7% | $30.82万 | 加仓 |
| CMF | ISHARES TR | $254.64万 | 0.04% | 44,178 | 8,968 | 25.5% | $51.69万 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION | $253.51万 | 0.04% | 11,326 | 2,173 | 23.7% | $48.64万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $253.29万 | 0.04% | 29,231 | -1,592 | -5.2% | -$13.79万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $252.92万 | 0.04% | 4,842 | -3 | -0.1% | -$1,567 | 减仓 |
| NDAQ | NASDAQ INC | $242.02万 | 0.04% | 30,706 | 1,991 | 6.9% | $15.69万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $241.78万 | 0.04% | 107,889 | -21,775 | -16.8% | -$48.80万 | 减仓 |
| IDV | ISHARES TR | $240.27万 | 0.04% | 57,995 | -2,678 | -4.4% | -$11.09万 | 减仓 |
| EFA | ISHARES TR | $239.14万 | 0.03% | 23,021 | -1,390 | -5.7% | -$14.44万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $236.64万 | 0.03% | 22,025 | 2,759 | 14.3% | $29.64万 | 加仓 |
| FLEX | FLEX LTD | $234.47万 | 0.03% | 14,467 | -1,218 | -7.8% | -$19.74万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $229.57万 | 0.03% | 73,041 | 6,818 | 10.3% | $21.43万 | 加仓 |
| SUSB | ISHARES TR | $227.09万 | 0.03% | 90,873 | 3,908 | 4.5% | $9.77万 | 加仓 |
| LAUR | LAUREATE ED INC | $221.37万 | 0.03% | 60,950 | 6,445 | 11.8% | $23.41万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $221.28万 | 0.03% | 24,136 | 4,337 | 21.9% | $39.76万 | 加仓 |
| LIN | LINDE PLC | $219.55万 | 0.03% | 4,231 | 366 | 9.5% | $18.99万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $217.98万 | 0.03% | 30,208 | -929 | -3.0% | -$6.70万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $217.29万 | 0.03% | 16,359 | 3,144 | 23.8% | $41.76万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $215.75万 | 0.03% | 26,672 | -917 | -3.3% | -$7.42万 | 减仓 |
| ACWI | ISHARES TR | $215.32万 | 0.03% | 13,717 | 106 | 0.8% | $1.66万 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC | $213.98万 | 0.03% | 22,584 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $213.09万 | 0.03% | 25,443 | -539 | -2.1% | -$4.51万 | 减仓 |
| BE | BLOOM ENERGY CORP | $212.34万 | 0.03% | 7,015 | 312 | 4.7% | $9.44万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $212.23万 | 0.03% | 72,358 | 15,834 | 28.0% | $46.44万 | 加仓 |
| EOG | EOG RES INC | $211.12万 | 0.03% | 16,274 | 423 | 2.7% | $5.49万 | 加仓 |
| PHM | PULTE GROUP INC | $210.86万 | 0.03% | 15,368 | -932 | -5.7% | -$12.79万 | 减仓 |
| FAST | FASTENAL CO | $210.85万 | 0.03% | 43,899 | 6,584 | 17.6% | $31.62万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $208.58万 | 0.03% | 10,397 | 662 | 6.8% | $13.28万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $208.47万 | 0.03% | 4,158 | 235 | 6.0% | $11.78万 | 加仓 |
| DIS | DISNEY WALT CO | $208.33万 | 0.03% | 21,645 | 434 | 2.0% | $4.18万 | 加仓 |
| WELL | WELLTOWER INC | $206.43万 | 0.03% | 9,095 | 856 | 10.4% | $19.43万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $206.25万 | 0.03% | 7,584 | 1,840 | 32.0% | $50.04万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $203.94万 | 0.03% | 71,382 | 71,382 | — | $203.94万 | 新建仓 |
| LOW | LOWES COS INC | $202.37万 | 0.03% | 9,178 | -942 | -9.3% | -$20.77万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $201.71万 | 0.03% | 8,439 | -64 | -0.8% | -$1.53万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $199.63万 | 0.03% | 2,069 | 877 | 73.6% | $84.62万 | 加仓 |
| SOXX | ISHARES TR | $199.05万 | 0.03% | 3,106 | -5 | -0.2% | -$3,204 | 减仓 |
| DGS | WISDOMTREE TR | $198.49万 | 0.03% | 30,674 | -686 | -2.2% | -$4.44万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $194.37万 | 0.03% | 3,926 | 747 | 23.5% | $36.98万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $194.14万 | 0.03% | 14,191 | 458 | 3.3% | $6.27万 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $193.45万 | 0.03% | 84,477 | -3,682 | -4.2% | -$8.43万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $191.90万 | 0.03% | 5,813 | -334 | -5.4% | -$11.03万 | 减仓 |
| IJH | ISHARES TR | $191.89万 | 0.03% | 24,885 | -3,101 | -11.1% | -$23.91万 | 减仓 |
| COP | CONOCOPHILLIPS | $190.84万 | 0.03% | 18,357 | 516 | 2.9% | $5.36万 | 加仓 |
| — | LISTED FDS TR | $190.52万 | 0.03% | 48,263 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $190.04万 | 0.03% | 42,119 | -8,833 | -17.3% | -$39.85万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $187.98万 | 0.03% | 4,523 | -461 | -9.2% | -$19.16万 | 减仓 |
| TWLO | TWILIO INC | $187.22万 | 0.03% | 9,074 | -751 | -7.6% | -$15.50万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $184.30万 | 0.03% | 2,415 | -104 | -4.1% | -$7.94万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $183.79万 | 0.03% | 19,312 | 1,083 | 5.9% | $10.31万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $183.69万 | 0.03% | 16,604 | 4,295 | 34.9% | $47.52万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $183.38万 | 0.03% | 7,448 | 755 | 11.3% | $18.59万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $180.66万 | 0.03% | 3,546 | -402 | -10.2% | -$20.48万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $179.86万 | 0.03% | 7,464 | 1,799 | 31.8% | $43.35万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $179.83万 | 0.03% | 31,902 | 4,137 | 14.9% | $23.32万 | 加仓 |
| NUDM | NUSHARES ETF TR | $179.81万 | 0.03% | 44,930 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $179.70万 | 0.03% | 15,083 | 1,444 | 10.6% | $17.20万 | 加仓 |
| ORI | OLD REP INTL CORP | $175.81万 | 0.03% | 42,965 | 2,319 | 5.7% | $9.49万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $174.43万 | 0.03% | 8,198 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $174.17万 | 0.03% | 14,855 | -489 | -3.2% | -$5.73万 | 减仓 |
| AVA | AVISTA CORP | $173.72万 | 0.03% | 42,463 | 6,353 | 17.6% | $25.99万 | 加仓 |
| SCZ | ISHARES TR | $171.74万 | 0.03% | 20,875 | 1,291 | 6.6% | $10.62万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $170.73万 | 0.02% | 4,815 | -793 | -14.1% | -$28.12万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $169.77万 | 0.02% | 19,866 | 2,189 | 12.4% | $18.71万 | 加仓 |