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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $45.82万 | 0.01% | 2,820 | -1,061 | -27.3% | -$17.24万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $45.81万 | 0.01% | 12,831 | 4,706 | 57.9% | $16.80万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $45.79万 | 0.01% | 30,484 | 3,118 | 11.4% | $4.68万 | 加仓 |
| KB | KB FINL GROUP INC | $45.79万 | 0.01% | 4,591 | 739 | 19.2% | $7.37万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $45.78万 | 0.01% | 40,019 | -9,266 | -18.8% | -$10.60万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $45.67万 | 0.01% | 965 | -105 | -9.8% | -$4.97万 | 减仓 |
| IQV | IQVIA HLDGS INC | $45.65万 | 0.01% | 2,677 | 815 | 43.8% | $13.90万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $45.48万 | 0.01% | 11,838 | -4,970 | -29.6% | -$19.09万 | 减仓 |
| ENS | ENERSYS | $45.45万 | 0.01% | 2,616 | 322 | 14.0% | $5.59万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $45.40万 | 0.01% | 18,427 | 9,934 | 117.0% | $24.48万 | 加仓 |
| IR | INGERSOLL RAND INC | $45.38万 | 0.01% | 5,664 | 738 | 15.0% | $5.91万 | 加仓 |
| RS | RELIANCE INC | $45.16万 | 0.01% | 1,486 | -125 | -7.8% | -$3.80万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $45.06万 | 0.01% | 1,697 | 336 | 24.7% | $8.92万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $45.03万 | 0.01% | 1,808 | 674 | 59.4% | $16.79万 | 加仓 |
| FTV | FORTIVE CORP | $44.92万 | 0.01% | 8,125 | -565 | -6.5% | -$3.12万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $44.84万 | 0.01% | 7,312 | 1,076 | 17.3% | $6.60万 | 加仓 |
| REG | REGENCY CTRS CORP | $44.73万 | 0.01% | 5,912 | 2,305 | 63.9% | $17.44万 | 加仓 |
| ZS | ZSCALER INC | $44.49万 | 0.01% | 3,171 | 2,195 | 224.9% | $30.79万 | 加仓 |
| IGSB | ISHARES TR | $44.36万 | 0.01% | 8,441 | -1,667 | -16.5% | -$8.76万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $44.34万 | 0.01% | 5,750 | 1,398 | 32.1% | $10.78万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $44.27万 | 0.01% | 4,394 | 1,934 | 78.6% | $19.49万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $44.11万 | 0.01% | 7,200 | -1,478 | -17.0% | -$9.05万 | 减仓 |
| OTTR | OTTER TAIL CORP | $44.10万 | 0.01% | 5,025 | 970 | 23.9% | $8.51万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $44.02万 | 0.01% | 12,136 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $43.79万 | 0.01% | 7,712 | -2,805 | -26.7% | -$15.93万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $43.68万 | 0.01% | 3,185 | 1,498 | 88.8% | $20.54万 | 加仓 |
| KRC | KILROY REALTY CORP | $43.66万 | 0.01% | 15,477 | 7,110 | 85.0% | $20.06万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $43.59万 | 0.01% | 7,678 | 1,227 | 19.0% | $6.97万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $43.54万 | 0.01% | 1,632 | -435 | -21.0% | -$11.61万 | 减仓 |
| O | REALTY INCOME CORP | $43.47万 | 0.01% | 7,105 | 3,614 | 103.5% | $22.11万 | 重新持有 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $43.46万 | 0.01% | 6,933 | -282 | -3.9% | -$1.77万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $43.36万 | 0.01% | 11,788 | -431 | -3.5% | -$1.59万 | 减仓 |
| SNAP | SNAP INC | $43.32万 | 0.01% | 94,174 | -33,955 | -26.5% | -$15.62万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $43.30万 | 0.01% | 17,069 | 7,708 | 82.3% | $19.56万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $42.99万 | 0.01% | 4,370 | -4,245 | -49.3% | -$41.76万 | 减仓 |
| DOCU | DOCUSIGN INC | $42.94万 | 0.01% | 9,057 | 1,684 | 22.8% | $7.98万 | 加仓 |
| NU | NU HLDGS LTD | $42.87万 | 0.01% | 29,830 | 9,965 | 50.2% | $14.32万 | 加仓 |
| VIS | VANGUARD WORLD FD | $42.75万 | 0.01% | 1,369 | 1,369 | — | $42.75万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $42.61万 | 0.01% | 7,908 | 3,238 | 69.3% | $17.45万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $42.47万 | 0.01% | 7,931 | 3,678 | 86.5% | $19.70万 | 加仓 |
| GAP | GAP INC | $42.46万 | 0.01% | 17,547 | 8,086 | 85.5% | $19.57万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $42.42万 | 0.01% | 11,939 | 3,643 | 43.9% | $12.94万 | 重新持有 |
| — | JANUS HENDERSON GROUP PLC | $42.41万 | 0.01% | 8,256 | 8,256 | — | $42.41万 | 新建仓 |
| NOW | SERVICENOW INC | $42.36万 | 0.01% | 4,052 | -5,692 | -58.4% | -$59.51万 | 减仓 |
| FE | FIRSTENERGY CORP | $42.32万 | 0.01% | 8,354 | -606 | -6.8% | -$3.07万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $42.11万 | 0.01% | 44,237 | 11,327 | 34.4% | $10.78万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $42.10万 | 0.01% | 9,755 | -2,756 | -22.0% | -$11.89万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $41.98万 | 0.01% | 3,119 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $41.75万 | 0.01% | 1,053 | 314 | 42.5% | $12.45万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $41.65万 | 0.01% | 5,820 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $41.57万 | 0.01% | 4,797 | -2,033 | -29.8% | -$17.62万 | 减仓 |
| FCN | FTI CONSULTING INC | $41.52万 | 0.01% | 2,349 | 2,349 | — | $41.52万 | 新建仓 |
| F | FORD MTR CO | $41.40万 | 0.01% | 35,875 | 7,973 | 28.6% | $9.20万 | 加仓 |
| RWR | SPDR SERIES TRUST | $41.30万 | 0.01% | 4,090 | -339 | -7.7% | -$3.42万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $41.13万 | 0.01% | 3,141 | 3,141 | — | $41.13万 | 新建仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $41.12万 | 0.01% | 9,413 | 2,444 | 35.1% | $10.68万 | 加仓 |
| TGT | TARGET CORP | $41.03万 | 0.01% | 3,386 | -175 | -4.9% | -$2.12万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $40.92万 | 0.01% | 5,347 | 1,493 | 38.7% | $11.43万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $40.85万 | 0.01% | 4,533 | 88 | 2.0% | $7,930 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $40.80万 | 0.01% | 693 | 48 | 7.4% | $2.83万 | 加仓 |
| AGCO | AGCO CORP | $40.69万 | 0.01% | 3,512 | 1,059 | 43.2% | $12.27万 | 加仓 |
| FFIV | F5 INC | $40.68万 | 0.01% | 1,406 | 222 | 18.8% | $6.42万 | 重新持有 |
| WCN | WASTE CONNECTIONS INC | $40.55万 | 0.01% | 2,496 | -2,419 | -49.2% | -$39.29万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $40.54万 | 0.01% | 2,384 | 1,465 | 159.4% | $24.91万 | 重新持有 |
| EXEL | EXELIXIS INC | $40.53万 | 0.01% | 9,450 | 47 | 0.5% | $2,016 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $40.26万 | 0.01% | 23,727 | 6,957 | 41.5% | $11.81万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $40.13万 | 0.01% | 8,745 | 8,745 | — | $40.13万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $40.10万 | 0.01% | 71,611 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $40.05万 | 0.01% | 5,521 | 5,521 | — | $40.05万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $40.01万 | 0.01% | 16,459 | 265 | 1.6% | $6,442 | 加仓 |
| EVER | EVERQUOTE INC | $40.01万 | 0.01% | 25,945 | 12,335 | 90.6% | $19.02万 | 加仓 |
| ZTS | ZOETIS INC | $39.76万 | 0.01% | 3,363 | -3,326 | -49.7% | -$39.32万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $39.66万 | 0.01% | 14,580 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $39.50万 | 0.01% | 39,380 | 25,267 | 179.0% | $25.34万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $39.30万 | 0.01% | 8,689 | -247 | -2.8% | -$1.12万 | 减仓 |
| USFD | US FOODS HLDG CORP | $39.27万 | 0.01% | 4,259 | 1,527 | 55.9% | $14.08万 | 加仓 |
| PODD | INSULET CORP | $39.22万 | 0.01% | 1,869 | 890 | 90.9% | $18.68万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $38.94万 | 0.01% | 24,768 | 11,495 | 86.6% | $18.07万 | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $38.94万 | 0.01% | 956 | 299 | 45.5% | $12.18万 | 加仓 |
| IDXX | IDEXX LABS INC | $38.88万 | 0.01% | 692 | 78 | 12.7% | $4.38万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $38.84万 | 0.01% | 14,734 | 14,734 | — | $38.84万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.72万 | 0.01% | 1,386 | 112 | 8.8% | $3.13万 | 加仓 |
| MMM | 3M CO | $38.72万 | 0.01% | 2,666 | -1,165 | -30.4% | -$16.92万 | 减仓 |
| TTE | TOTALENERGIES SE | $38.69万 | 0.01% | 4,252 | 1,094 | 34.6% | $9.95万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $38.66万 | 0.01% | 2,160 | 353 | 19.5% | $6.32万 | 加仓 |
| DCI | DONALDSON INC | $38.63万 | 0.01% | 4,552 | 1,685 | 58.8% | $14.30万 | 加仓 |
| IRM | IRON MTN INC DEL | $38.61万 | 0.01% | 3,780 | 3,780 | — | $38.61万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $37.79万 | 0.01% | 4,774 | 1,051 | 28.2% | $8.32万 | 加仓 |
| MTZ | MASTEC INC | $37.74万 | 0.01% | 1,173 | 1,173 | — | $37.74万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $37.67万 | 0.01% | 3,547 | 3,547 | — | $37.67万 | 新建仓 |
| PLXS | PLEXUS CORP | $37.63万 | 0.01% | 1,858 | 105 | 6.0% | $2.13万 | 加仓 |
| IWS | ISHARES TR | $37.62万 | 0.01% | 2,581 | -116 | -4.3% | -$1.69万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $37.57万 | 0.01% | 2,300 | 563 | 32.4% | $9.20万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $37.39万 | 0.01% | 5,752 | -287 | -4.8% | -$1.87万 | 减仓 |
| TTD | THE TRADE DESK INC | $37.31万 | 0.01% | 16,445 | 16,445 | — | $37.31万 | 新建仓 |
| CNA | CNA FINL CORP | $37.26万 | 0.01% | 8,114 | 8,114 | — | $37.26万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $37.15万 | 0.01% | 3,804 | 1,382 | 57.1% | $13.50万 | 加仓 |
| YETI | YETI HLDGS INC | $37.11万 | 0.01% | 10,142 | 4,000 | 65.1% | $14.64万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $37.02万 | 0.01% | 4,543 | 2,188 | 92.9% | $17.83万 | 加仓 |
| OKTA | OKTA INC | $36.92万 | 0.01% | 4,691 | 4,691 | — | $36.92万 | 新建仓 |