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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $80.96万 | 0.01% | 8,705 | -2,099 | -19.4% | -$19.52万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $80.84万 | 0.01% | 2,472 | 30 | 1.2% | $9,811 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $80.69万 | 0.01% | 16,977 | 703 | 4.3% | $3.34万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $80.61万 | 0.01% | 4,065 | -5,512 | -57.6% | -$109.30万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $80.58万 | 0.01% | 37,725 | 7,236 | 23.7% | $15.46万 | 加仓 |
| RMBS | RAMBUS INC DEL | $80.40万 | 0.01% | 9,346 | 1,721 | 22.6% | $14.81万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $80.13万 | 0.01% | 1,533 | 240 | 18.6% | $12.55万 | 加仓 |
| NNN | NNN REIT INC | $79.39万 | 0.01% | 18,889 | 11,745 | 164.4% | $49.36万 | 加仓 |
| CLH | CLEAN HARBORS INC | $78.97万 | 0.01% | 2,754 | 710 | 34.7% | $20.36万 | 加仓 |
| CI | THE CIGNA GROUP | $78.56万 | 0.01% | 2,945 | 1,057 | 56.0% | $28.20万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $78.40万 | 0.01% | 4,520 | -2,162 | -32.4% | -$37.50万 | 减仓 |
| IDCC | INTERDIGITAL INC | $78.37万 | 0.01% | 2,595 | 2,595 | — | $78.37万 | 新建仓 |
| YUM | YUM BRANDS INC | $78.08万 | 0.01% | 5,022 | 943 | 23.1% | $14.66万 | 加仓 |
| WWD | WOODWARD INC | $77.21万 | 0.01% | 2,157 | 340 | 18.7% | $12.17万 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $77.17万 | 0.01% | 8,510 | 1,928 | 29.3% | $17.48万 | 加仓 |
| TER | TERADYNE INC | $77.11万 | 0.01% | 2,601 | -80 | -3.0% | -$2.37万 | 减仓 |
| CCK | CROWN HLDGS INC | $76.60万 | 0.01% | 7,641 | 1,643 | 27.4% | $16.47万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $74.99万 | 0.01% | 11,987 | 586 | 5.1% | $3.67万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $74.70万 | 0.01% | 3,087 | 1,506 | 95.3% | $36.44万 | 加仓 |
| TXG | 10X GENOMICS INC | $74.67万 | 0.01% | 35,174 | 16,170 | 85.1% | $34.33万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $74.65万 | 0.01% | 1,096 | -354 | -24.4% | -$24.11万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $74.43万 | 0.01% | 60,960 | 6,162 | 11.2% | $7.52万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $74.42万 | 0.01% | 18,870 | 7,065 | 59.8% | $27.86万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $74.36万 | 0.01% | 5,927 | -158 | -2.6% | -$1.98万 | 减仓 |
| NUE | NUCOR CORP | $74.30万 | 0.01% | 4,394 | 207 | 4.9% | $3.50万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $74.10万 | 0.01% | 1,018 | 153 | 17.7% | $11.14万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $74.09万 | 0.01% | 1,778 | -6 | -0.3% | -$2,500 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $73.81万 | 0.01% | 16,168 | -155 | -0.9% | -$7,076 | 减仓 |
| AZN | ASTRAZENECA PLC | $73.74万 | 0.01% | 3,739 | 3,739 | — | $73.74万 | 新建仓 |
| ITM | VANECK ETF TRUST | $73.70万 | 0.01% | 15,874 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $73.48万 | 0.01% | 3,216 | 908 | 39.3% | $20.75万 | 加仓 |
| PSX | PHILLIPS 66 | $73.28万 | 0.01% | 4,022 | -53 | -1.3% | -$9,656 | 减仓 |
| CB | CHUBB LTD SWITZ | $73.05万 | 0.01% | 2,241 | 821 | 57.8% | $26.76万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $72.79万 | 0.01% | 30,480 | 3,663 | 13.7% | $8.75万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $72.63万 | 0.01% | 3,924 | 1,634 | 71.4% | $30.24万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $72.59万 | 0.01% | 2,480 | 667 | 36.8% | $19.52万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $72.11万 | 0.01% | 3,504 | 476 | 15.7% | $9.80万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $71.64万 | 0.01% | 3,381 | 1,128 | 50.1% | $23.90万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $71.64万 | 0.01% | 33,075 | 6,660 | 25.2% | $14.43万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $71.54万 | 0.01% | 12,705 | -3,217 | -20.2% | -$18.11万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $71.34万 | 0.01% | 11,896 | 5,296 | 80.2% | $31.76万 | 加仓 |
| ROST | ROSS STORES INC | $71.34万 | 0.01% | 3,293 | 1,771 | 116.4% | $38.37万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $71.24万 | 0.01% | 7,654 | 2,047 | 36.5% | $19.05万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $71.03万 | 0.01% | 6,068 | 296 | 5.1% | $3.46万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $70.75万 | 0.01% | 5,586 | 2,458 | 78.6% | $31.13万 | 加仓 |
| ILMN | ILLUMINA INC | $70.69万 | 0.01% | 5,735 | 2,401 | 72.0% | $29.59万 | 加仓 |
| GTX | GARRETT MOTION INC | $70.67万 | 0.01% | 38,895 | 995 | 2.6% | $1.81万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $70.46万 | 0.01% | 3,606 | 615 | 20.6% | $12.02万 | 加仓 |
| EVRG | EVERGY INC | $69.98万 | 0.01% | 8,542 | 1,564 | 22.4% | $12.81万 | 加仓 |
| ITT | ITT INC | $69.58万 | 0.01% | 3,652 | 2,106 | 136.2% | $40.13万 | 加仓 |
| EPR | EPR PPTYS | $69.22万 | 0.01% | 13,855 | 4,446 | 47.3% | $22.21万 | 加仓 |
| DMXF | ISHARES TR | $69.07万 | 0.01% | 9,155 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $68.90万 | 0.01% | 16,784 | 987 | 6.2% | $4.05万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $68.89万 | 0.01% | 22,432 | 22,432 | — | $68.89万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $68.66万 | 0.01% | 3,855 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $68.62万 | 0.01% | 37,415 | 11,894 | 46.6% | $21.81万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $68.46万 | 0.01% | 26,080 | 5,037 | 23.9% | $13.22万 | 加仓 |
| FN | FABRINET | $68.27万 | 0.01% | 1,309 | 319 | 32.2% | $16.64万 | 加仓 |
| HBT | HBT FINL INC. | $68.18万 | 0.01% | 25,516 | 3,640 | 16.6% | $9.73万 | 加仓 |
| VALE | VALE S A | $67.98万 | 0.01% | 42,728 | 8,470 | 24.7% | $13.48万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $67.74万 | 0.01% | 29,230 | -4,012 | -12.1% | -$9.30万 | 减仓 |
| TOL | TOLL BROTHERS INC | $67.70万 | 0.01% | 4,961 | 4,961 | — | $67.70万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $67.41万 | 0.01% | 20,104 | -2,905 | -12.6% | -$9.74万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $67.33万 | 0.01% | 17,794 | 2,942 | 19.8% | $11.13万 | 加仓 |
| ASTE | ASTEC INDS INC | $67.30万 | 0.01% | 12,501 | 2,493 | 24.9% | $13.42万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $67.29万 | 0.01% | 26,296 | -3,490 | -11.7% | -$8.93万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $66.92万 | 0.01% | 30,862 | -3,808 | -11.0% | -$8.26万 | 减仓 |
| RMD | RESMED INC | $66.68万 | 0.01% | 2,970 | -72 | -2.4% | -$1.62万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $66.39万 | 0.01% | 29,686 | -3,705 | -11.1% | -$8.29万 | 减仓 |
| BX | BLACKSTONE INC | $66.37万 | 0.01% | 5,772 | -1,140 | -16.5% | -$13.11万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $66.26万 | 0.01% | 10,256 | -6 | -0.1% | -$388 | 减仓 |
| XYZ | BLOCK INC | $66.19万 | 0.01% | 10,998 | 3,684 | 50.4% | $22.17万 | 加仓 |
| PTC | PTC INC | $65.93万 | 0.01% | 4,627 | 4,627 | — | $65.93万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $65.84万 | 0.01% | 3,150 | -48 | -1.5% | -$1.00万 | 减仓 |
| TIP | ISHARES TR | $65.37万 | 0.01% | 5,923 | -62 | -1.0% | -$6,843 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $65.28万 | 0.01% | 31,032 | -4,123 | -11.7% | -$8.67万 | 减仓 |
| DT | DYNATRACE INC | $65.27万 | 0.01% | 17,650 | 11,843 | 203.9% | $43.80万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $64.92万 | 0.01% | 8,695 | 1,459 | 20.2% | $10.89万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $64.90万 | 0.01% | 5,917 | 1,390 | 30.7% | $15.25万 | 加仓 |
| XYL | XYLEM INC | $64.70万 | 0.01% | 5,414 | -601 | -10.0% | -$7.18万 | 减仓 |
| MAS | MASCO CORP | $64.57万 | 0.01% | 10,696 | 6,195 | 137.6% | $37.40万 | 加仓 |
| AVY | AVERY DENNISON CORP | $64.50万 | 0.01% | 3,735 | 1,014 | 37.3% | $17.51万 | 加仓 |
| FDX | FEDEX CORP | $64.39万 | 0.01% | 1,808 | 305 | 20.3% | $10.86万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $64.39万 | 0.01% | 24,769 | -3,216 | -11.5% | -$8.36万 | 减仓 |
| VLO | VALERO ENERGY CORP | $64.35万 | 0.01% | 2,605 | 535 | 25.8% | $13.22万 | 加仓 |
| DBX | DROPBOX INC | $64.34万 | 0.01% | 28,319 | 10,835 | 62.0% | $24.62万 | 加仓 |
| MET | METLIFE INC | $64.29万 | 0.01% | 9,091 | -73 | -0.8% | -$5,163 | 减仓 |
| RIO | RIO TINTO PLC | $63.99万 | 0.01% | 6,859 | -110 | -1.6% | -$1.03万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $63.99万 | 0.01% | 1,388 | -1,363 | -49.5% | -$62.83万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $63.97万 | 0.01% | 5,238 | 3,461 | 194.8% | $42.27万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $63.89万 | 0.01% | 2,917 | 1,088 | 59.5% | $23.83万 | 加仓 |
| POWL | POWELL INDS INC | $63.69万 | 0.01% | 1,177 | -893 | -43.1% | -$48.32万 | 减仓 |
| BN | BROOKFIELD CORP | $63.49万 | 0.01% | 15,689 | 3,243 | 26.1% | $13.12万 | 加仓 |
| ITOT | ISHARES TR | $63.41万 | 0.01% | 4,452 | -239 | -5.1% | -$3.40万 | 减仓 |
| DGICA | DONEGAL GROUP INC | $63.13万 | 0.01% | 36,749 | 11,386 | 44.9% | $19.56万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $63.02万 | 0.01% | 24,128 | 24,128 | — | $63.02万 | 新建仓 |
| GPOR | GULFPORT ENERGY CORP | $62.75万 | 0.01% | 2,966 | 452 | 18.0% | $9.56万 | 加仓 |
| BYD | BOYD GAMING CORP | $62.73万 | 0.01% | 7,633 | 2,270 | 42.3% | $18.65万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $62.63万 | 0.01% | 10,870 | 5,208 | 92.0% | $30.01万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $62.60万 | 0.01% | 9,333 | 880 | 10.4% | $5.90万 | 加仓 |