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 |
|---|---|---|---|---|---|---|---|---|
| IDT | IDT CORP | $62.26万 | 0.01% | 12,680 | 2,563 | 25.3% | $12.58万 | 加仓 |
| — | TIDAL TRUST I | $62.20万 | 0.01% | 14,860 | -1,135 | -7.1% | -$4.75万 | 减仓 |
| HLN | HALEON PLC | $62.18万 | 0.01% | 62,119 | 7,690 | 14.1% | $7.70万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $62.15万 | 0.01% | 3,171 | -488 | -13.3% | -$9.56万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $61.94万 | 0.01% | 61,820 | 12,722 | 25.9% | $12.75万 | 加仓 |
| DOX | AMDOCS LTD | $61.31万 | 0.01% | 9,395 | 2,011 | 27.2% | $13.12万 | 加仓 |
| DTE | DTE ENERGY CO | $61.21万 | 0.01% | 4,186 | 226 | 5.7% | $3.30万 | 加仓 |
| SO | SOUTHERN CO | $61.05万 | 0.01% | 6,325 | -6,526 | -50.8% | -$62.99万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $60.75万 | 0.01% | 53,905 | 5,816 | 12.1% | $6.55万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $60.67万 | 0.01% | 1,691 | 1,061 | 168.4% | $38.07万 | 加仓 |
| SAP | SAP SE | $60.49万 | 0.01% | 3,533 | 88 | 2.6% | $1.51万 | 加仓 |
| IOT | SAMSARA INC | $60.37万 | 0.01% | 19,050 | -8,110 | -29.9% | -$25.70万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $60.14万 | 0.01% | 2,891 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $60.12万 | 0.01% | 8,689 | 2,441 | 39.1% | $16.89万 | 加仓 |
| GLPI | GAMING & LEISURE P | $59.98万 | 0.01% | 13,519 | 8,771 | 184.7% | $38.92万 | 加仓 |
| MKL | MARKEL GROUP INC | $59.72万 | 0.01% | 312 | -28 | -8.2% | -$5.36万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $59.22万 | 0.01% | 1,716 | 344 | 25.1% | $11.87万 | 加仓 |
| IUSV | ISHARES TR | $58.97万 | 0.01% | 5,767 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $58.93万 | 0.01% | 7,330 | 1,174 | 19.1% | $9.44万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $58.77万 | 0.01% | 4,482 | 184 | 4.3% | $2.41万 | 加仓 |
| MFC | MANULIFE FINL CORP | $58.59万 | 0.01% | 17,012 | 631 | 3.9% | $2.17万 | 加仓 |
| UBS | UBS GROUP AG | $58.58万 | 0.01% | 14,993 | -891 | -5.6% | -$3.48万 | 减仓 |
| GWW | WW GRAINGER INC | $58.36万 | 0.01% | 535 | 88 | 19.7% | $9.60万 | 加仓 |
| IYY | ISHARES TR | $58.29万 | 0.01% | 3,679 | 0 | 0.0% | — | 不变 |
| CMCL | CALEDONIA MNG CORP | $58.12万 | 0.01% | 25,726 | 8,335 | 47.9% | $18.83万 | 加仓 |
| SONY | SONY GROUP CORP | $57.98万 | 0.01% | 28,009 | -9,122 | -24.6% | -$18.88万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $57.80万 | 0.01% | 8,743 | 857 | 10.9% | $5.67万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $57.77万 | 0.01% | 28,306 | 28,306 | — | $57.77万 | 新建仓 |
| ADSK | AUTODESK INC | $57.70万 | 0.01% | 2,410 | 594 | 32.7% | $14.22万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $57.31万 | 0.01% | 21,538 | -1,189 | -5.2% | -$3.16万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $57.04万 | 0.01% | 13,549 | 1,979 | 17.1% | $8.33万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $56.99万 | 0.01% | 22,879 | 577 | 2.6% | $1.44万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $56.91万 | 0.01% | 4,182 | -81 | -1.9% | -$1.10万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $56.83万 | 0.01% | 30,552 | 5,828 | 23.6% | $10.84万 | 加仓 |
| CGNX | COGNEX CORP | $56.79万 | 0.01% | 11,592 | 5,795 | 100.0% | $28.39万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $56.57万 | 0.01% | 11,458 | 3,857 | 50.7% | $19.04万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $56.56万 | 0.01% | 917 | -5 | -0.5% | -$3,084 | 减仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $56.51万 | 0.01% | 17,930 | 4,703 | 35.6% | $14.82万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $56.50万 | 0.01% | 16,042 | 7,506 | 87.9% | $26.44万 | 加仓 |
| NTGR | NETGEAR INC | $56.44万 | 0.01% | 25,842 | 9,872 | 61.8% | $21.56万 | 加仓 |
| DY | DYCOM INDS INC | $56.04万 | 0.01% | 1,654 | 152 | 10.1% | $5.15万 | 加仓 |
| SRE | SEMPRA | $56.01万 | 0.01% | 5,764 | 2,018 | 53.9% | $19.61万 | 加仓 |
| IWV | ISHARES TR | $55.48万 | 0.01% | 1,497 | 145 | 10.7% | $5.37万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $55.28万 | 0.01% | 3,696 | 3,696 | — | $55.28万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $55.03万 | 0.01% | 24,470 | 14,680 | 149.9% | $33.02万 | 加仓 |
| MCBS | METROCITY BANKSHARES INC | $54.89万 | 0.01% | 19,146 | -1,268 | -6.2% | -$3.64万 | 减仓 |
| TFII | TRANSFORCE INC | $54.49万 | 0.01% | 5,016 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $54.38万 | 0.01% | 1,361 | 1,361 | — | $54.38万 | 新建仓 |
| BP | BP PLC | $54.33万 | 0.01% | 11,560 | 2,334 | 25.3% | $10.97万 | 加仓 |
| LRN | STRIDE INC | $54.15万 | 0.01% | 6,141 | 1,537 | 33.4% | $13.55万 | 加仓 |
| NTRS | NORTHERN TR CORP | $53.96万 | 0.01% | 3,866 | 1,539 | 66.1% | $21.48万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $53.92万 | 0.01% | 5,744 | 757 | 15.2% | $7.11万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $53.85万 | 0.01% | 23,857 | 23,857 | — | $53.85万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $53.64万 | 0.01% | 1,764 | 74 | 4.4% | $2.25万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $53.15万 | 0.01% | 6,895 | 962 | 16.2% | $7.42万 | 加仓 |
| EMR | EMERSON ELEC CO | $53.14万 | 0.01% | 4,056 | 89 | 2.2% | $1.17万 | 加仓 |
| — | QORVO INC | $52.65万 | 0.01% | 6,802 | 2,474 | 57.2% | $19.15万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $52.34万 | 0.01% | 415 | 101 | 32.2% | $12.74万 | 加仓 |
| TSN | TYSON FOODS INC | $52.22万 | 0.01% | 8,151 | 377 | 4.8% | $2.42万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $52.15万 | 0.01% | 21,380 | 8,100 | 61.0% | $19.76万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $52.04万 | 0.01% | 24,305 | 8,281 | 51.7% | $17.73万 | 加仓 |
| CCJ | CAMECO CORP | $51.93万 | 0.01% | 4,781 | -1,940 | -28.9% | -$21.07万 | 减仓 |
| NYF | ISHARES TR | $51.16万 | 0.01% | 9,631 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $50.77万 | 0.01% | 8,776 | 3,348 | 61.7% | $19.37万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $50.74万 | 0.01% | 9,534 | -1,396 | -12.8% | -$7.43万 | 减仓 |
| TPR | TAPESTRY INC | $50.73万 | 0.01% | 3,595 | 952 | 36.0% | $13.43万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $50.55万 | 0.01% | 19,053 | 250 | 1.3% | $6,633 | 加仓 |
| BIIB | BIOGEN INC | $50.43万 | 0.01% | 2,751 | 533 | 24.0% | $9.77万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $50.31万 | 0.01% | 22,259 | 6,944 | 45.3% | $15.69万 | 加仓 |
| RNG | RINGCENTRAL INC | $50.30万 | 0.01% | 13,526 | 13,526 | — | $50.30万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $50.17万 | 0.01% | 5,548 | 5,548 | — | $50.17万 | 新建仓 |
| RHI | ROBERT HALF INC. | $50.13万 | 0.01% | 19,736 | 9,491 | 92.6% | $24.11万 | 加仓 |
| PUK | PRUDENTIAL PLC | $49.99万 | 0.01% | 17,585 | 1,825 | 11.6% | $5.19万 | 加仓 |
| MKSI | MKS INC. | $49.75万 | 0.01% | 2,165 | 2,165 | — | $49.75万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $49.69万 | 0.01% | 5,087 | 542 | 11.9% | $5.29万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $49.61万 | 0.01% | 1,168 | 4 | 0.3% | $1,699 | 加仓 |
| GIS | GENERAL MILLS INC | $49.35万 | 0.01% | 13,259 | -2,501 | -15.9% | -$9.31万 | 减仓 |
| VRSN | VERISIGN INC | $49.11万 | 0.01% | 1,977 | 1,977 | — | $49.11万 | 新建仓 |
| SYK | STRYKER CORPORATION | $48.86万 | 0.01% | 1,487 | -22 | -1.5% | -$7,229 | 减仓 |
| IBN | ICICI BANK LIMITED | $48.36万 | 0.01% | 18,670 | 568 | 3.1% | $1.47万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $48.23万 | 0.01% | 2,611 | -592 | -18.5% | -$10.94万 | 减仓 |
| NDSN | NORDSON CORP | $48.21万 | 0.01% | 1,812 | 1,812 | — | $48.21万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $47.97万 | 0.01% | 15,928 | 6,574 | 70.3% | $19.80万 | 加仓 |
| VOX | VANGUARD WORLD FD | $47.66万 | 0.01% | 2,650 | -325 | -10.9% | -$5.84万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $47.65万 | 0.01% | 22,277 | 4,919 | 28.3% | $10.52万 | 加仓 |
| EXC | EXELON CORP | $47.45万 | 0.01% | 9,680 | 4,249 | 78.2% | $20.83万 | 加仓 |
| WCC | WESCO INTL INC | $47.20万 | 0.01% | 1,725 | 1,725 | — | $47.20万 | 新建仓 |
| GGG | GRACO INC | $46.88万 | 0.01% | 5,538 | 5,538 | — | $46.88万 | 新建仓 |
| PPL | PPL CORP | $46.84万 | 0.01% | 12,263 | 3,051 | 33.1% | $11.65万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $46.71万 | 0.01% | 1,608 | 352 | 28.0% | $10.23万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $46.69万 | 0.01% | 1,192 | 5 | 0.4% | $1,958 | 加仓 |
| SAM | BOSTON BEER INC | $46.52万 | 0.01% | 2,019 | 2,019 | — | $46.52万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $46.47万 | 0.01% | 8,039 | 826 | 11.5% | $4.77万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $46.45万 | 0.01% | 5,631 | 1,718 | 43.9% | $14.17万 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $46.43万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $46.35万 | 0.01% | 4,688 | 2,010 | 75.1% | $19.87万 | 加仓 |
| GPGI | GPGI INC | $46.32万 | 0.01% | 27,089 | 3,174 | 13.3% | $5.43万 | 加仓 |
| ENB | ENBRIDGE INC | $46.19万 | 0.01% | 8,531 | 37 | 0.4% | $2,003 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $45.93万 | 0.01% | 1,833 | 130 | 7.6% | $3.26万 | 加仓 |
| IX | ORIX CORP | $45.87万 | 0.01% | 15,295 | 1,912 | 14.3% | $5.73万 | 加仓 |