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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $176.91万 | 0.45% | 19,541 | -67 | -0.3% | -$6,066 | 减仓 |
| SMLF | ISHARES TR | $177.60万 | 0.46% | 23,526 | -1,863 | -7.3% | -$14.06万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $178.89万 | 0.46% | 30,025 | 464 | 1.6% | $2.76万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $182.05万 | 0.47% | 28,020 | -385 | -1.4% | -$2.50万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $185.67万 | 0.48% | 12,045 | -287 | -2.3% | -$4.42万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $186.15万 | 0.48% | 14,782 | -781 | -5.0% | -$9.84万 | 减仓 |
| IVE | ISHARES TR | $186.43万 | 0.48% | 8,829 | -44 | -0.5% | -$9,291 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $187.92万 | 0.48% | 3,960 | -2,604 | -39.7% | -$123.57万 | 减仓 |
| AGG | ISHARES TR | $188.78万 | 0.48% | 24,200 | 2,296 | 10.5% | $17.91万 | 加仓 |
| MRK | MERCK & CO INC | $198.90万 | 0.51% | 16,535 | 4,054 | 32.5% | $48.77万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $203.07万 | 0.52% | 14,060 | -23,517 | -62.6% | -$339.67万 | 减仓 |
| QCOM | QUALCOMM INC | $206.22万 | 0.53% | 16,013 | -109,237 | -87.2% | -$1,406.79万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $217.96万 | 0.56% | 87,498 | 1,860 | 2.2% | $4.63万 | 加仓 |
| IYH | ISHARES TR | $218.63万 | 0.56% | 35,470 | -396 | -1.1% | -$2.44万 | 减仓 |
| MCD | MCDONALDS CORP | $223.68万 | 0.57% | 7,197 | -3,235 | -31.0% | -$100.54万 | 减仓 |
| IWM | ISHARES TR | $227.63万 | 0.58% | 9,179 | 296 | 3.3% | $7.34万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $234.73万 | 0.60% | 57,489 | 2,753 | 5.0% | $11.24万 | 加仓 |
| IBB | ISHARES TR | $236.34万 | 0.61% | 13,997 | -35 | -0.2% | -$5,910 | 减仓 |
| IWF | ISHARES TR | $236.36万 | 0.61% | 5,543 | -33 | -0.6% | -$1.41万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $240.72万 | 0.62% | 79,657 | 3,681 | 4.8% | $11.12万 | 加仓 |
| IGOV | ISHARES TR | $241.50万 | 0.62% | 58,817 | 1,777 | 3.1% | $7.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $245.45万 | 0.63% | 11,863 | -11,179 | -48.5% | -$231.30万 | 减仓 |
| WMT | WALMART INC | $264.29万 | 0.68% | 21,265 | -2,228 | -9.5% | -$27.69万 | 减仓 |
| IVV | ISHARES TR | $281.04万 | 0.72% | 4,302 | 38 | 0.9% | $2.48万 | 加仓 |
| GOOG | ALPHABET INC | $288.18万 | 0.74% | 10,046 | -7,831 | -43.8% | -$224.64万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $305.73万 | 0.78% | 154,486 | 23,791 | 18.2% | $47.08万 | 加仓 |
| GOOGL | ALPHABET INC | $306.71万 | 0.79% | 10,666 | -3,451 | -24.4% | -$99.24万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $310.54万 | 0.80% | 68,612 | 2 | 0.0% | $91 | 加仓 |
| LLY | ELI LILLY & CO | $313.57万 | 0.80% | 3,409 | 20 | 0.6% | $1.84万 | 加仓 |
| — | EXXON MOBIL CORP | $321.49万 | 0.83% | 18,949 | -18,232 | -49.0% | -$309.32万 | 减仓 |
| HD | HOME DEPOT INC | $384.11万 | 0.99% | 11,679 | -4,143 | -26.2% | -$136.26万 | 减仓 |
| GLD | SPDR GOLD TR | $397.46万 | 1.02% | 9,237 | -26,351 | -74.0% | -$1,133.86万 | 减仓 |
| AMZN | AMAZON COM INC | $398.21万 | 1.02% | 19,120 | -28,212 | -59.6% | -$587.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $402.75万 | 1.03% | 13,692 | -4,588 | -25.1% | -$134.96万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $492.22万 | 1.26% | 11,269 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $512.59万 | 1.32% | 13,847 | -46,303 | -77.0% | -$1,714.04万 | 减仓 |
| META | META PLATFORMS INC | $528.68万 | 1.36% | 9,241 | -13,009 | -58.5% | -$744.25万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $561.28万 | 1.44% | 9,393 | 68 | 0.7% | $4.06万 | 加仓 |
| IYW | ISHARES TR | $641.58万 | 1.65% | 35,364 | -289 | -0.8% | -$5.24万 | 减仓 |
| SLV | ISHARES SILVER TR | $665.86万 | 1.71% | 97,719 | -2,690 | -2.7% | -$18.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $678.69万 | 1.74% | 38,915 | -20,052 | -34.0% | -$349.71万 | 减仓 |
| SGOL | ETFS GOLD TR | $944.13万 | 2.42% | 211,594 | 5,623 | 2.7% | $25.09万 | 加仓 |
| SDCI | USCF ETF TR | $969.66万 | 2.49% | 355,968 | 143,550 | 67.6% | $391.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,244.77万 | 3.20% | 19,140 | -3,680 | -16.1% | -$239.33万 | 减仓 |
| AAPL | APPLE INC | $1,942.93万 | 4.99% | 76,556 | -11,917 | -13.5% | -$302.44万 | 减仓 |