Empirical Asset Management, LLC
WELLESLEY MA · SEC CIK 0001926596
$3.90亿2026Q1 申报市值
396持仓数
22.3%前十大占比 · 第一大 5.0%
80 / 42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
SDCI 加仓+$391.03万
INTU 加仓+$135.03万
BSX 新建仓+$122.26万
ATO 新建仓+$121.19万
MCK 加仓+$105.06万
2026Q1 卖出最多 按季末市值估算
COST 减仓-$3,866.41万
QQQ 减仓-$2,142.92万
MSFT 减仓-$1,714.04万
VGT 减仓-$1,655.07万
MAR 清仓-$1,476.03万
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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -47,577 | -100.0% | -$1,476.03万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -19,666 | -100.0% | -$774.68万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -20,840 | -100.0% | -$599.88万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -23,040 | -100.0% | -$500.24万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -62,333 | -100.0% | -$356.79万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -18,282 | -100.0% | -$353.99万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -26,432 | -100.0% | -$352.84万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -10,292 | -100.0% | -$307.09万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -21,121 | -100.0% | -$245.19万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -28,498 | -100.0% | -$210.60万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -13,258 | -100.0% | -$175.96万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -2,316 | -100.0% | -$112.85万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -28,706 | -100.0% | -$96.94万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -11,791 | -100.0% | -$94.66万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -1,398 | -100.0% | -$80.23万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -15,662 | -100.0% | -$73.64万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -25,761 | -100.0% | -$71.62万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -4,794 | -100.0% | -$71.42万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -12,258 | -100.0% | -$69.10万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -6,629 | -100.0% | -$68.72万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,238 | -100.0% | -$66.62万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -2,697 | -100.0% | -$65.53万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,350 | -100.0% | -$63.41万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -3,035 | -100.0% | -$63.07万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -14,768 | -100.0% | -$57.82万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -5,875 | -100.0% | -$56.88万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -5,054 | -100.0% | -$56.70万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,567 | -100.0% | -$46.38万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -7,711 | -100.0% | -$42.56万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -4,834 | -100.0% | -$31.39万 | 清仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,864 | -100.0% | -$24.45万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -7,546 | -100.0% | -$21.75万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,176 | -100.0% | -$20.95万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -7,155 | -100.0% | -$20.94万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -4,135 | -100.0% | -$20.91万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,740 | -100.0% | -$20.87万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OCSL | OAKTREE SPECIALTY LENDING CO | $0 | 0.00% | 0 | -15,968 | -100.0% | -$20.34万 | 清仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -433 | -100.0% | -$20.21万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,192 | -100.0% | -$20.20万 | 清仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,952 | -100.0% | -$16.90万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -28,394 | -100.0% | -$15.66万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -11,325 | -100.0% | -$15.18万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $4.87万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $6.28万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC | $8.51万 | 0.02% | 15,761 | 15,761 | — | $8.51万 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $8.60万 | 0.02% | 13,357 | 13,357 | — | $8.60万 | 新建仓 |
| — | STARBOARD INVT TR | $9.38万 | 0.02% | 12,208 | 214 | 1.8% | $1,644 | 加仓 |
| BBDC | BARINGS BDC INC | $9.42万 | 0.02% | 11,443 | 350 | 3.2% | $2,881 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $9.73万 | 0.02% | 11,697 | 11,697 | — | $9.73万 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $10.90万 | 0.03% | 23,440 | 23,440 | — | $10.90万 | 新建仓 |
| — | NAVIENT CORPORATION | $11.14万 | 0.03% | 13,619 | 13,619 | — | $11.14万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $11.36万 | 0.03% | 14,830 | 14,830 | — | $11.36万 | 新建仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $11.62万 | 0.03% | 20,382 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $11.63万 | 0.03% | 12,482 | 12,482 | — | $11.63万 | 新建仓 |
| SFL | SFL CORPORATION LTD | $11.97万 | 0.03% | 11,098 | 11,098 | — | $11.97万 | 新建仓 |
| SXC | SUNCOKE ENERGY INC | $12.99万 | 0.03% | 19,955 | 19,955 | — | $12.99万 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $13.27万 | 0.03% | 27,473 | 27,473 | — | $13.27万 | 新建仓 |
| INFY | INFOSYS LTD | $14.26万 | 0.04% | 10,552 | 10,552 | — | $14.26万 | 新建仓 |
| BVS | BIOVENTUS INC | $16.08万 | 0.04% | 17,608 | 17,608 | — | $16.08万 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $16.76万 | 0.04% | 14,856 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC | $16.90万 | 0.04% | 15,531 | 15,531 | — | $16.90万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $20.06万 | 0.05% | 5,539 | 231 | 4.4% | $8,367 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $20.13万 | 0.05% | 32,894 | 32,894 | — | $20.13万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $20.15万 | 0.05% | 3,971 | 30 | 0.8% | $1,522 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $20.16万 | 0.05% | 6,387 | 6,387 | — | $20.16万 | 新建仓 |
| EEMV | ISHARES INC | $20.18万 | 0.05% | 3,118 | 3,118 | — | $20.18万 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $20.19万 | 0.05% | 5,083 | 5,083 | — | $20.19万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $20.25万 | 0.05% | 2,822 | 31 | 1.1% | $2,224 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $20.35万 | 0.05% | 1,826 | 1,826 | — | $20.35万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $20.39万 | 0.05% | 2,536 | -6,938 | -73.2% | -$55.77万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.40万 | 0.05% | 3,364 | 3,364 | — | $20.40万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $20.48万 | 0.05% | 2,388 | 2,388 | — | $20.48万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $20.63万 | 0.05% | 4,833 | -649 | -11.8% | -$2.77万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $20.78万 | 0.05% | 2,349 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $20.92万 | 0.05% | 8,632 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $20.93万 | 0.05% | 3,717 | -452 | -10.8% | -$2.54万 | 减仓 |
| — | SPDR INDEX SHS FDS | $21.00万 | 0.05% | 1,467 | -180 | -10.9% | -$2.58万 | 减仓 |
| XPEL | XPEL INC | $21.01万 | 0.05% | 4,747 | 4,747 | — | $21.01万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $21.09万 | 0.05% | 2,933 | 3 | 0.1% | $216 | 加仓 |
| TSN | TYSON FOODS INC | $21.21万 | 0.05% | 3,311 | 3,311 | — | $21.21万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $21.22万 | 0.05% | 4,999 | 4,999 | — | $21.22万 | 新建仓 |
| EAT | BRINKER INTL INC | $21.34万 | 0.05% | 1,495 | 1,495 | — | $21.34万 | 新建仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $21.39万 | 0.05% | 8,384 | 8,384 | — | $21.39万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $21.39万 | 0.05% | 6,492 | 160 | 2.5% | $5,272 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.68万 | 0.06% | 8,758 | -47 | -0.5% | -$1,163 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $21.70万 | 0.06% | 2,848 | 2,848 | — | $21.70万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.71万 | 0.06% | 7,360 | 0 | 0.0% | — | 不变 |
| SMIZ | ZACKS TRUST | $21.88万 | 0.06% | 5,903 | 314 | 5.6% | $1.16万 | 加仓 |
| WM | WASTE MGMT INC DEL | $22.03万 | 0.06% | 959 | -4 | -0.4% | -$919 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $22.12万 | 0.06% | 1,544 | -3,726 | -70.7% | -$53.38万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $22.14万 | 0.06% | 2,620 | 26 | 1.0% | $2,198 | 加仓 |
| PSX | PHILLIPS 66 | $22.54万 | 0.06% | 1,237 | 1,237 | — | $22.54万 | 新建仓 |
| C | CITIGROUP INC | $22.74万 | 0.06% | 2,005 | -16,707 | -89.3% | -$189.52万 | 减仓 |