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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $40.89万 | 0.10% | 7,227 | -5,401 | -42.8% | -$30.56万 | 减仓 |
| PGR | PROGRESSIVE CORP | $41.21万 | 0.11% | 2,079 | 380 | 22.4% | $7.53万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $41.54万 | 0.11% | 897 | 36 | 4.2% | $1.67万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $41.65万 | 0.11% | 1,499 | -814 | -35.2% | -$22.62万 | 重新持有 |
| RECS | COLUMBIA ETF TR I | $42.79万 | 0.11% | 10,977 | -1,293 | -10.5% | -$5.04万 | 减仓 |
| WIP | SPDR SERIES TRUST | $43.31万 | 0.11% | 10,938 | -610 | -5.3% | -$2.42万 | 减仓 |
| IWO | ISHARES TR | $43.46万 | 0.11% | 1,385 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $43.57万 | 0.11% | 6,530 | -6,580 | -50.2% | -$43.91万 | 减仓 |
| SYY | SYSCO CORP | $43.90万 | 0.11% | 6,154 | 571 | 10.2% | $4.07万 | 加仓 |
| ADI | ANALOG DEVICES INC | $44.02万 | 0.11% | 1,384 | -4 | -0.3% | -$1,272 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $44.37万 | 0.11% | 9,475 | 1,498 | 18.8% | $7.02万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $44.53万 | 0.11% | 9,280 | 155 | 1.7% | $7,437 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $44.89万 | 0.12% | 2,339 | -9,276 | -79.9% | -$178.03万 | 减仓 |
| QGRW | WISDOMTREE TR | $45.09万 | 0.12% | 8,438 | 2,065 | 32.4% | $11.03万 | 加仓 |
| QLC | FLEXSHARES TR | $45.10万 | 0.12% | 5,770 | -677 | -10.5% | -$5.29万 | 减仓 |
| SPGI | S&P GLOBAL INC | $45.32万 | 0.12% | 1,065 | 1,065 | — | $45.32万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $45.71万 | 0.12% | 7,603 | 164 | 2.2% | $9,859 | 加仓 |
| EWJ | ISHARES INC | $46.34万 | 0.12% | 5,487 | -50 | -0.9% | -$4,222 | 减仓 |
| IAU | ISHARES GOLD TR | $48.13万 | 0.12% | 5,459 | -118 | -2.1% | -$1.04万 | 减仓 |
| MTB | M & T BK CORP | $48.20万 | 0.12% | 2,331 | 11 | 0.5% | $2,274 | 加仓 |
| UNP | UNION PAC CORP | $48.35万 | 0.12% | 1,993 | 37 | 1.9% | $8,976 | 加仓 |
| MBB | ISHARES TR | $48.78万 | 0.13% | 5,137 | 358 | 7.5% | $3.40万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $48.91万 | 0.13% | 2,254 | 144 | 6.8% | $3.12万 | 加仓 |
| LOW | LOWES COS INC | $48.98万 | 0.13% | 2,073 | -6,207 | -75.0% | -$146.66万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $49.12万 | 0.13% | 9,459 | 156 | 1.7% | $8,101 | 加仓 |
| DLN | WISDOMTREE TR | $49.19万 | 0.13% | 5,506 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $49.27万 | 0.13% | 1,262 | -7,824 | -86.1% | -$305.48万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $49.36万 | 0.13% | 9,832 | -20,281 | -67.3% | -$101.81万 | 减仓 |
| KO | COCA COLA CO | $49.50万 | 0.13% | 6,508 | -18,603 | -74.1% | -$141.48万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $49.80万 | 0.13% | 5,188 | 5,188 | — | $49.80万 | 新建仓 |
| EEM | ISHARES TR | $49.85万 | 0.13% | 8,778 | 881 | 11.2% | $5.00万 | 加仓 |
| FTNT | FORTINET INC | $50.19万 | 0.13% | 6,142 | -2,207 | -26.4% | -$18.04万 | 减仓 |
| VEEV | VEEVA SYS INC | $50.66万 | 0.13% | 2,884 | 2,884 | — | $50.66万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $51.40万 | 0.13% | 2,406 | -4,913 | -67.1% | -$104.95万 | 重新持有 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $51.42万 | 0.13% | 7,202 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $51.57万 | 0.13% | 20,115 | 169 | 0.8% | $4,333 | 加仓 |
| RTX | RTX CORPORATION | $52.12万 | 0.13% | 2,702 | -2,346 | -46.5% | -$45.25万 | 减仓 |
| IDU | ISHARES TR | $52.50万 | 0.13% | 4,522 | 15 | 0.3% | $1,742 | 加仓 |
| STT | STATE STR CORP | $52.69万 | 0.14% | 4,163 | 0 | 0.0% | — | 不变 |
| IWLG | NEW YORK LIFE INVTS ACTIVE E | $52.76万 | 0.14% | 11,055 | -22 | -0.2% | -$1,050 | 减仓 |
| TER | TERADYNE INC | $53.31万 | 0.14% | 1,798 | 101 | 6.0% | $2.99万 | 加仓 |
| AMGN | AMGEN INC | $53.54万 | 0.14% | 1,522 | 436 | 40.1% | $15.34万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $53.56万 | 0.14% | 11,678 | 535 | 4.8% | $2.45万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $53.58万 | 0.14% | 2,977 | 29 | 1.0% | $5,219 | 加仓 |
| ZECP | ZACKS TRUST | $55.82万 | 0.14% | 16,501 | 555 | 3.5% | $1.88万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.32万 | 0.14% | 1,667 | -200 | -10.7% | -$6.76万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $56.47万 | 0.14% | 1,176 | -827 | -41.3% | -$39.71万 | 减仓 |
| SBUX | STARBUCKS CORP | $57.26万 | 0.15% | 6,391 | -1,179 | -15.6% | -$10.56万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $57.52万 | 0.15% | 6,381 | 233 | 3.8% | $2.10万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $57.55万 | 0.15% | 2,903 | 481 | 19.9% | $9.54万 | 加仓 |
| DBEF | DBX ETF TR | $57.69万 | 0.15% | 11,678 | -252 | -2.1% | -$1.24万 | 减仓 |
| PWR | QUANTA SVCS INC | $57.70万 | 0.15% | 1,051 | 1,051 | — | $57.70万 | 新建仓 |
| IUSB | ISHARES TR | $57.89万 | 0.15% | 12,533 | 772 | 6.6% | $3.57万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $58.13万 | 0.15% | 7,091 | 60 | 0.9% | $4,919 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $58.16万 | 0.15% | 2,862 | -6,129 | -68.2% | -$124.55万 | 减仓 |
| DES | WISDOMTREE TR | $58.28万 | 0.15% | 16,216 | 101 | 0.6% | $3,630 | 加仓 |
| RMD | RESMED INC | $58.50万 | 0.15% | 2,606 | -105 | -3.9% | -$2.36万 | 减仓 |
| FTDR | FRONTDOOR INC | $59.38万 | 0.15% | 11,234 | -577 | -4.9% | -$3.05万 | 减仓 |
| ALL | ALLSTATE CORP | $59.58万 | 0.15% | 2,873 | 2,873 | — | $59.58万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $60.07万 | 0.15% | 2,765 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $60.34万 | 0.15% | 1,881 | -6,337 | -77.1% | -$203.28万 | 减仓 |
| NFLX | NETFLIX INC. | $60.34万 | 0.15% | 6,276 | -5,584 | -47.1% | -$53.69万 | 减仓 |
| IYM | ISHARES TR | $61.03万 | 0.16% | 3,469 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $61.56万 | 0.16% | 12,319 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $61.98万 | 0.16% | 3,986 | 3,986 | — | $61.98万 | 新建仓 |
| IEMG | ISHARES INC | $62.05万 | 0.16% | 8,895 | -2,214 | -19.9% | -$15.44万 | 减仓 |
| — | WISDOMTREE TR | $62.07万 | 0.16% | 14,041 | 4,447 | 46.4% | $19.66万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $62.13万 | 0.16% | 5,701 | -272 | -4.6% | -$2.96万 | 减仓 |
| ARCB | ARCBEST CORP | $62.25万 | 0.16% | 6,329 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $63.51万 | 0.16% | 10,916 | -1,278 | -10.5% | -$7.44万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $64.25万 | 0.16% | 3,779 | 12 | 0.3% | $2,040 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.31万 | 0.17% | 16,994 | 74 | 0.4% | $2,800 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $64.50万 | 0.17% | 3,538 | -6 | -0.2% | -$1,094 | 减仓 |
| IDCC | INTERDIGITAL INC | $64.73万 | 0.17% | 2,143 | -1,104 | -34.0% | -$33.35万 | 减仓 |
| APP | APPLOVIN CORP | $65.55万 | 0.17% | 1,647 | 1,229 | 294.0% | $48.91万 | 加仓 |
| FOXA | FOX CORP | $65.58万 | 0.17% | 11,229 | -2,847 | -20.2% | -$16.63万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $65.69万 | 0.17% | 5,059 | 848 | 20.1% | $11.01万 | 加仓 |
| ET | ENERGY TRANSFER L P | $65.69万 | 0.17% | 34,035 | -12,279 | -26.5% | -$23.70万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $65.74万 | 0.17% | 1,577 | 1,577 | — | $65.74万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $66.16万 | 0.17% | 948 | -23,717 | -96.2% | -$1,655.07万 | 减仓 |
| DGRW | WISDOMTREE TR | $66.27万 | 0.17% | 7,544 | 1,078 | 16.7% | $9.47万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $66.29万 | 0.17% | 2,450 | -3,175 | -56.4% | -$85.91万 | 减仓 |
| IYE | ISHARES TR | $66.36万 | 0.17% | 10,245 | 517 | 5.3% | $3.35万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $66.69万 | 0.17% | 8,413 | 47 | 0.6% | $3,726 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $66.91万 | 0.17% | 20,748 | -135 | -0.6% | -$4,354 | 减仓 |
| CRM | SALESFORCE INC | $66.96万 | 0.17% | 3,587 | 2,312 | 181.3% | $43.16万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $68.26万 | 0.18% | 2,257 | -298 | -11.7% | -$9.01万 | 减仓 |
| QUAL | ISHARES TR | $68.38万 | 0.18% | 3,565 | -69 | -1.9% | -$1.32万 | 减仓 |
| AMAT | APPLIED MATLS INC | $68.46万 | 0.18% | 2,003 | 983 | 96.4% | $33.60万 | 重新持有 |
| WRB | BERKLEY W R CORP | $68.75万 | 0.18% | 10,373 | -593 | -5.4% | -$3.93万 | 减仓 |
| FAST | FASTENAL CO | $69.25万 | 0.18% | 14,924 | -2,415 | -13.9% | -$11.21万 | 减仓 |
| INCY | INCYTE CORP | $69.39万 | 0.18% | 7,373 | -2,405 | -24.6% | -$22.64万 | 减仓 |
| COP | CONOCOPHILLIPS | $69.45万 | 0.18% | 5,261 | 5,261 | — | $69.45万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $70.23万 | 0.18% | 9,692 | 9,692 | — | $70.23万 | 新建仓 |
| UTEN | RBB FD INC | $70.36万 | 0.18% | 16,137 | -104,706 | -86.6% | -$456.52万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $70.60万 | 0.18% | 14,300 | -5,421 | -27.5% | -$26.76万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $70.79万 | 0.18% | 1,593 | 1,593 | — | $70.79万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.04万 | 0.18% | 14,486 | -119 | -0.8% | -$5,918 | 减仓 |
| XBI | SPDR SERIES TRUST | $72.26万 | 0.19% | 5,657 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $72.59万 | 0.19% | 4,680 | -305 | -6.1% | -$4.73万 | 减仓 |