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 |
|---|---|---|---|---|---|---|---|---|
| GCC | WISDOMTREE TR | $72.62万 | 0.19% | 30,333 | 1,454 | 5.0% | $3.48万 | 加仓 |
| UTWO | RBB FD INC | $72.93万 | 0.19% | 15,105 | -38 | -0.3% | -$1,835 | 减仓 |
| WTMF | WISDOMTREE TR | $73.79万 | 0.19% | 18,593 | 858 | 4.8% | $3.41万 | 加仓 |
| IJR | ISHARES TR | $74.09万 | 0.19% | 5,960 | -69 | -1.1% | -$8,577 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.18万 | 0.19% | 1,548 | 81 | 5.5% | $3.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $74.21万 | 0.19% | 10,093 | 5 | 0.0% | $368 | 加仓 |
| ABBV | ABBVIE INC | $74.39万 | 0.19% | 3,421 | -6,844 | -66.7% | -$148.83万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $74.66万 | 0.19% | 10,161 | 1,474 | 17.0% | $10.83万 | 加仓 |
| TDTF | FLEXSHARES TR | $75.11万 | 0.19% | 31,154 | 1,022 | 3.4% | $2.46万 | 加仓 |
| — | STARBOARD INVT TR | $75.25万 | 0.19% | 40,634 | -4 | -0.0% | -$74 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $75.76万 | 0.19% | 2,598 | 2,598 | — | $75.76万 | 新建仓 |
| TTD | THE TRADE DESK INC | $77.33万 | 0.20% | 34,079 | 34,079 | — | $77.33万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.85万 | 0.20% | 791 | -38,785 | -98.0% | -$3,866.41万 | 减仓 |
| ADBE | ADOBE INC | $79.29万 | 0.20% | 3,262 | 371 | 12.8% | $9.02万 | 加仓 |
| AVGO | BROADCOM INC | $79.73万 | 0.20% | 2,576 | -6,150 | -70.5% | -$190.34万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $82.26万 | 0.21% | 6,190 | -281 | -4.3% | -$3.73万 | 减仓 |
| IYF | ISHARES TR | $82.33万 | 0.21% | 6,997 | 100 | 1.4% | $1.18万 | 加仓 |
| COKE | COCA COLA CONS INC | $82.82万 | 0.21% | 4,320 | 4,320 | — | $82.82万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $83.73万 | 0.21% | 2,979 | -674 | -18.5% | -$18.94万 | 减仓 |
| ETN | EATON CORP PLC | $84.16万 | 0.22% | 2,353 | -2,690 | -53.3% | -$96.22万 | 重新持有 |
| IGHG | PROSHARES TR | $84.40万 | 0.22% | 10,868 | 377 | 3.6% | $2.93万 | 加仓 |
| EFAV | ISHARES TR | $84.67万 | 0.22% | 9,267 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $84.92万 | 0.22% | 8,305 | -10 | -0.1% | -$1,022 | 减仓 |
| PODD | INSULET CORP | $86.29万 | 0.22% | 4,112 | 2,004 | 95.1% | $42.05万 | 重新持有 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $87.24万 | 0.22% | 28,895 | -215 | -0.7% | -$6,492 | 减仓 |
| VLO | VALERO ENERGY CORP | $87.52万 | 0.22% | 3,542 | 3,542 | — | $87.52万 | 新建仓 |
| NEM | NEWMONT CORP | $88.51万 | 0.23% | 8,177 | -2,198 | -21.2% | -$23.79万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $89.91万 | 0.23% | 5,608 | 4,292 | 326.1% | $68.81万 | 重新持有 |
| CHRW | C H ROBINSON WORLDWIDE IN | $90.54万 | 0.23% | 5,452 | -274 | -4.8% | -$4.55万 | 减仓 |
| — | PROSHARES TR | $90.63万 | 0.23% | 14,224 | 539 | 3.9% | $3.43万 | 加仓 |
| STIP | ISHARES TR | $91.02万 | 0.23% | 8,800 | 231 | 2.7% | $2.39万 | 加仓 |
| GOVT | ISHARES TR | $91.18万 | 0.23% | 39,800 | 12,394 | 45.2% | $28.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $93.09万 | 0.24% | 4,576 | 1,219 | 36.3% | $24.80万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $94.86万 | 0.24% | 2,764 | 1,734 | 168.3% | $59.51万 | 加仓 |
| MMM | 3M CO | $95.92万 | 0.25% | 6,605 | -15 | -0.2% | -$2,178 | 减仓 |
| PEP | PEPSICO INC | $95.95万 | 0.25% | 6,179 | 16 | 0.3% | $2,485 | 加仓 |
| — | LATTICE STRATEGIES TR | $96.35万 | 0.25% | 31,074 | -2,669 | -7.9% | -$8.28万 | 减仓 |
| GRMN | GARMIN LTD | $96.86万 | 0.25% | 4,175 | -1,441 | -25.7% | -$33.43万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $97.93万 | 0.25% | 13,615 | -61,818 | -82.0% | -$444.66万 | 减仓 |
| — | EA SERIES TRUST | $98.52万 | 0.25% | 19,537 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $98.61万 | 0.25% | 20,227 | -29,591 | -59.4% | -$144.26万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $98.79万 | 0.25% | 22,867 | -553 | -2.4% | -$2.39万 | 减仓 |
| HYZD | WISDOMTREE TR | $100.31万 | 0.26% | 45,574 | 1,575 | 3.6% | $3.47万 | 加仓 |
| EFA | ISHARES TR | $102.12万 | 0.26% | 10,513 | 798 | 8.2% | $7.75万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $106.43万 | 0.27% | 973 | -804 | -45.2% | -$87.95万 | 减仓 |
| IVW | ISHARES TR | $108.09万 | 0.28% | 9,557 | 77 | 0.8% | $8,709 | 加仓 |
| WFC | WELLS FARGO & CO | $108.89万 | 0.28% | 13,678 | 633 | 4.9% | $5.04万 | 加仓 |
| AGGY | WISDOMTREE TR | $109.08万 | 0.28% | 25,105 | 6,984 | 38.5% | $30.35万 | 加仓 |
| CAT | CATERPILLAR INC | $110.27万 | 0.28% | 1,556 | -1,108 | -41.6% | -$78.52万 | 减仓 |
| EMGF | ISHARES INC | $113.27万 | 0.29% | 18,743 | -1,368 | -6.8% | -$8.27万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $113.44万 | 0.29% | 12,070 | -16,826 | -58.2% | -$158.14万 | 减仓 |
| GE | GE AEROSPACE | $114.21万 | 0.29% | 4,025 | -12,108 | -75.1% | -$343.57万 | 减仓 |
| — | INVESCO QQQ TR 看跌期权 | $115.44万 | 0.30% | 2,000 | 2,000 | — | $115.44万 | 新建仓 |
| IGM | ISHARES TR | $116.98万 | 0.30% | 9,871 | 233 | 2.4% | $2.76万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $117.93万 | 0.30% | 7,185 | 1,778 | 32.9% | $29.18万 | 加仓 |
| AGOX | STARBOARD INVT TR | $119.90万 | 0.31% | 45,041 | 366 | 0.8% | $9,743 | 加仓 |
| GEV | GE VERNOVA INC | $120.29万 | 0.31% | 1,378 | -6,681 | -82.9% | -$583.22万 | 减仓 |
| IJH | ISHARES TR | $120.74万 | 0.31% | 17,879 | -592 | -3.2% | -$4.00万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $121.19万 | 0.31% | 6,561 | 6,561 | — | $121.19万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $122.26万 | 0.31% | 19,483 | 19,483 | — | $122.26万 | 新建仓 |
| — | DBX ETF TR | $124.89万 | 0.32% | 36,598 | -3,084 | -7.8% | -$10.52万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $125.27万 | 0.32% | 44,516 | 2,071 | 4.9% | $5.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $128.39万 | 0.33% | 3,800 | 1,892 | 99.2% | $63.93万 | 加仓 |
| IYJ | ISHARES TR | $128.74万 | 0.33% | 8,726 | -136 | -1.5% | -$2.01万 | 减仓 |
| IGV | ISHARES TR | $129.73万 | 0.33% | 16,206 | 100 | 0.6% | $8,005 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $131.62万 | 0.34% | 5,384 | -3,899 | -42.0% | -$95.32万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $132.02万 | 0.34% | 56,858 | 2,059 | 3.8% | $4.78万 | 加仓 |
| V | VISA INC | $132.38万 | 0.34% | 4,380 | -12,162 | -73.5% | -$367.57万 | 减仓 |
| MCK | MCKESSON CORP | $133.28万 | 0.34% | 1,540 | 1,214 | 372.4% | $105.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $134.23万 | 0.34% | 9,176 | -8,840 | -49.1% | -$129.31万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $137.66万 | 0.35% | 9,100 | 100 | 1.1% | $1.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $138.79万 | 0.36% | 7,074 | 3 | 0.0% | $589 | 加仓 |
| TSLA | TESLA INC | $142.88万 | 0.37% | 3,843 | 40 | 1.1% | $1.49万 | 加仓 |
| IWR | ISHARES TR | $144.27万 | 0.37% | 14,838 | 896 | 6.4% | $8.71万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $145.95万 | 0.37% | 42,777 | 1,762 | 4.3% | $6.01万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $146.04万 | 0.37% | 3,168 | 1,993 | 169.6% | $91.88万 | 重新持有 |
| DBAW | DBX ETF TR | $146.69万 | 0.38% | 34,361 | -1,064 | -3.0% | -$4.54万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $148.15万 | 0.38% | 15,276 | -1,359 | -8.2% | -$13.18万 | 减仓 |
| UIVM | VICTORY PORTFOLIOS II | $149.61万 | 0.38% | 21,909 | -1,128 | -4.9% | -$7.70万 | 减仓 |
| INTU | INTUIT | $149.69万 | 0.38% | 3,462 | 3,123 | 921.2% | $135.03万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $150.70万 | 0.39% | 17,336 | -1,406 | -7.5% | -$12.22万 | 减仓 |
| TLT | ISHARES TR | $150.97万 | 0.39% | 17,415 | -1,048 | -5.7% | -$9.09万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $151.54万 | 0.39% | 38,443 | -1,236 | -3.1% | -$4.87万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $153.88万 | 0.39% | 20,448 | 10,844 | 112.9% | $81.60万 | 加仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $154.08万 | 0.40% | 34,040 | -959 | -2.7% | -$4.34万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $155.88万 | 0.40% | 11,184 | -603 | -5.1% | -$8.40万 | 减仓 |
| CSCO | CISCO SYS INC | $159.06万 | 0.41% | 20,499 | -37,356 | -64.6% | -$289.85万 | 减仓 |
| KLAC | KLA CORP | $159.85万 | 0.41% | 1,086 | -9,342 | -89.6% | -$1,375.09万 | 减仓 |
| QQQ | INVESCO QQQ TR | $161.20万 | 0.41% | 2,793 | -37,128 | -93.0% | -$2,142.92万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $161.97万 | 0.42% | 13,192 | -151 | -1.1% | -$1.85万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $162.41万 | 0.42% | 17,948 | -1,047 | -5.5% | -$9.47万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $166.36万 | 0.43% | 1,967 | -2,331 | -54.2% | -$197.15万 | 减仓 |
| VV | VANGUARD INDEX FDS | $167.30万 | 0.43% | 11,838 | 1 | 0.0% | $141 | 加仓 |
| NJR | NEW JERSEY RES CORP | $167.59万 | 0.43% | 30,514 | 107 | 0.4% | $5,877 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $167.87万 | 0.43% | 14,609 | 2,792 | 23.6% | $32.08万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $168.02万 | 0.43% | 15,254 | -672 | -4.2% | -$7.40万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $170.50万 | 0.44% | 14,887 | -1,290 | -8.0% | -$14.77万 | 减仓 |
| COWG | PACER FDS TR | $173.80万 | 0.45% | 51,512 | -720 | -1.4% | -$2.43万 | 减仓 |
| ORCL | ORACLE CORP | $174.12万 | 0.45% | 11,836 | 4,806 | 68.4% | $70.70万 | 加仓 |
| SHY | ISHARES TR | $176.55万 | 0.45% | 21,382 | 211 | 1.0% | $1.74万 | 加仓 |