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 |
|---|---|---|---|---|---|---|---|---|
| MPWR | MONOLITHIC PWR SYS INC | $106.43万 | 0.27% | 973 | -804 | -45.2% | -$87.95万 | 减仓 |
| EFA | ISHARES TR | $102.12万 | 0.26% | 10,513 | 798 | 8.2% | $7.75万 | 加仓 |
| HYZD | WISDOMTREE TR | $100.31万 | 0.26% | 45,574 | 1,575 | 3.6% | $3.47万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $98.79万 | 0.25% | 22,867 | -553 | -2.4% | -$2.39万 | 减仓 |
| BAC | BANK AMERICA CORP | $98.61万 | 0.25% | 20,227 | -29,591 | -59.4% | -$144.26万 | 减仓 |
| — | EA SERIES TRUST | $98.52万 | 0.25% | 19,537 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $97.93万 | 0.25% | 13,615 | -61,818 | -82.0% | -$444.66万 | 减仓 |
| GRMN | GARMIN LTD | $96.86万 | 0.25% | 4,175 | -1,441 | -25.7% | -$33.43万 | 减仓 |
| — | LATTICE STRATEGIES TR | $96.35万 | 0.25% | 31,074 | -2,669 | -7.9% | -$8.28万 | 减仓 |
| PEP | PEPSICO INC | $95.95万 | 0.25% | 6,179 | 16 | 0.3% | $2,485 | 加仓 |
| MMM | 3M CO | $95.92万 | 0.25% | 6,605 | -15 | -0.2% | -$2,178 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $94.86万 | 0.24% | 2,764 | 1,734 | 168.3% | $59.51万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $93.09万 | 0.24% | 4,576 | 1,219 | 36.3% | $24.80万 | 加仓 |
| GOVT | ISHARES TR | $91.18万 | 0.23% | 39,800 | 12,394 | 45.2% | $28.39万 | 加仓 |
| STIP | ISHARES TR | $91.02万 | 0.23% | 8,800 | 231 | 2.7% | $2.39万 | 加仓 |
| — | PROSHARES TR | $90.63万 | 0.23% | 14,224 | 539 | 3.9% | $3.43万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $90.54万 | 0.23% | 5,452 | -274 | -4.8% | -$4.55万 | 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 |
| NEM | NEWMONT CORP | $88.51万 | 0.23% | 8,177 | -2,198 | -21.2% | -$23.79万 | 减仓 |
| VLO | VALERO ENERGY CORP | $87.52万 | 0.22% | 3,542 | 3,542 | — | $87.52万 | 新建仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $87.24万 | 0.22% | 28,895 | -215 | -0.7% | -$6,492 | 减仓 |
| PODD | INSULET CORP | $86.29万 | 0.22% | 4,112 | 2,004 | 95.1% | $42.05万 | 重新持有 |
| IUSV | ISHARES TR | $84.92万 | 0.22% | 8,305 | -10 | -0.1% | -$1,022 | 减仓 |
| EFAV | ISHARES TR | $84.67万 | 0.22% | 9,267 | 0 | 0.0% | — | 不变 |
| IGHG | PROSHARES TR | $84.40万 | 0.22% | 10,868 | 377 | 3.6% | $2.93万 | 加仓 |
| ETN | EATON CORP PLC | $84.16万 | 0.22% | 2,353 | -2,690 | -53.3% | -$96.22万 | 重新持有 |
| CBOE | CBOE GLOBAL MKTS INC | $83.73万 | 0.21% | 2,979 | -674 | -18.5% | -$18.94万 | 减仓 |
| COKE | COCA COLA CONS INC | $82.82万 | 0.21% | 4,320 | 4,320 | — | $82.82万 | 新建仓 |
| IYF | ISHARES TR | $82.33万 | 0.21% | 6,997 | 100 | 1.4% | $1.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $82.26万 | 0.21% | 6,190 | -281 | -4.3% | -$3.73万 | 减仓 |
| AVGO | BROADCOM INC | $79.73万 | 0.20% | 2,576 | -6,150 | -70.5% | -$190.34万 | 减仓 |
| ADBE | ADOBE INC | $79.29万 | 0.20% | 3,262 | 371 | 12.8% | $9.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.85万 | 0.20% | 791 | -38,785 | -98.0% | -$3,866.41万 | 减仓 |
| TTD | THE TRADE DESK INC | $77.33万 | 0.20% | 34,079 | 34,079 | — | $77.33万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $75.76万 | 0.19% | 2,598 | 2,598 | — | $75.76万 | 新建仓 |
| — | STARBOARD INVT TR | $75.25万 | 0.19% | 40,634 | -4 | -0.0% | -$74 | 减仓 |
| TDTF | FLEXSHARES TR | $75.11万 | 0.19% | 31,154 | 1,022 | 3.4% | $2.46万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $74.66万 | 0.19% | 10,161 | 1,474 | 17.0% | $10.83万 | 加仓 |
| ABBV | ABBVIE INC | $74.39万 | 0.19% | 3,421 | -6,844 | -66.7% | -$148.83万 | 减仓 |
| VO | VANGUARD INDEX FDS | $74.21万 | 0.19% | 10,093 | 5 | 0.0% | $368 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.18万 | 0.19% | 1,548 | 81 | 5.5% | $3.88万 | 加仓 |
| IJR | ISHARES TR | $74.09万 | 0.19% | 5,960 | -69 | -1.1% | -$8,577 | 减仓 |
| WTMF | WISDOMTREE TR | $73.79万 | 0.19% | 18,593 | 858 | 4.8% | $3.41万 | 加仓 |
| UTWO | RBB FD INC | $72.93万 | 0.19% | 15,105 | -38 | -0.3% | -$1,835 | 减仓 |
| GCC | WISDOMTREE TR | $72.62万 | 0.19% | 30,333 | 1,454 | 5.0% | $3.48万 | 加仓 |
| IUSG | ISHARES TR | $72.59万 | 0.19% | 4,680 | -305 | -6.1% | -$4.73万 | 减仓 |
| XBI | SPDR SERIES TRUST | $72.26万 | 0.19% | 5,657 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.04万 | 0.18% | 14,486 | -119 | -0.8% | -$5,918 | 减仓 |
| AMP | AMERIPRISE FINL INC | $70.79万 | 0.18% | 1,593 | 1,593 | — | $70.79万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $70.60万 | 0.18% | 14,300 | -5,421 | -27.5% | -$26.76万 | 减仓 |
| UTEN | RBB FD INC | $70.36万 | 0.18% | 16,137 | -104,706 | -86.6% | -$456.52万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $70.23万 | 0.18% | 9,692 | 9,692 | — | $70.23万 | 新建仓 |
| COP | CONOCOPHILLIPS | $69.45万 | 0.18% | 5,261 | 5,261 | — | $69.45万 | 新建仓 |
| INCY | INCYTE CORP | $69.39万 | 0.18% | 7,373 | -2,405 | -24.6% | -$22.64万 | 减仓 |
| FAST | FASTENAL CO | $69.25万 | 0.18% | 14,924 | -2,415 | -13.9% | -$11.21万 | 减仓 |
| WRB | BERKLEY W R CORP | $68.75万 | 0.18% | 10,373 | -593 | -5.4% | -$3.93万 | 减仓 |
| AMAT | APPLIED MATLS INC | $68.46万 | 0.18% | 2,003 | 983 | 96.4% | $33.60万 | 重新持有 |
| QUAL | ISHARES TR | $68.38万 | 0.18% | 3,565 | -69 | -1.9% | -$1.32万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $68.26万 | 0.18% | 2,257 | -298 | -11.7% | -$9.01万 | 减仓 |
| CRM | SALESFORCE INC | $66.96万 | 0.17% | 3,587 | 2,312 | 181.3% | $43.16万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $66.91万 | 0.17% | 20,748 | -135 | -0.6% | -$4,354 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $66.69万 | 0.17% | 8,413 | 47 | 0.6% | $3,726 | 加仓 |
| IYE | ISHARES TR | $66.36万 | 0.17% | 10,245 | 517 | 5.3% | $3.35万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $66.29万 | 0.17% | 2,450 | -3,175 | -56.4% | -$85.91万 | 减仓 |
| DGRW | WISDOMTREE TR | $66.27万 | 0.17% | 7,544 | 1,078 | 16.7% | $9.47万 | 加仓 |
| VGT | VANGUARD WORLD FD | $66.16万 | 0.17% | 948 | -23,717 | -96.2% | -$1,655.07万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $65.74万 | 0.17% | 1,577 | 1,577 | — | $65.74万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $65.69万 | 0.17% | 34,035 | -12,279 | -26.5% | -$23.70万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $65.69万 | 0.17% | 5,059 | 848 | 20.1% | $11.01万 | 加仓 |
| FOXA | FOX CORP | $65.58万 | 0.17% | 11,229 | -2,847 | -20.2% | -$16.63万 | 减仓 |
| APP | APPLOVIN CORP | $65.55万 | 0.17% | 1,647 | 1,229 | 294.0% | $48.91万 | 加仓 |
| IDCC | INTERDIGITAL INC | $64.73万 | 0.17% | 2,143 | -1,104 | -34.0% | -$33.35万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $64.50万 | 0.17% | 3,538 | -6 | -0.2% | -$1,094 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.31万 | 0.17% | 16,994 | 74 | 0.4% | $2,800 | 加仓 |
| LOPE | GRAND CANYON ED INC | $64.25万 | 0.16% | 3,779 | 12 | 0.3% | $2,040 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $63.51万 | 0.16% | 10,916 | -1,278 | -10.5% | -$7.44万 | 减仓 |
| ARCB | ARCBEST CORP | $62.25万 | 0.16% | 6,329 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $62.13万 | 0.16% | 5,701 | -272 | -4.6% | -$2.96万 | 减仓 |
| — | WISDOMTREE TR | $62.07万 | 0.16% | 14,041 | 4,447 | 46.4% | $19.66万 | 加仓 |
| IEMG | ISHARES INC | $62.05万 | 0.16% | 8,895 | -2,214 | -19.9% | -$15.44万 | 减仓 |
| YUM | YUM BRANDS INC | $61.98万 | 0.16% | 3,986 | 3,986 | — | $61.98万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $61.56万 | 0.16% | 12,319 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES TR | $61.03万 | 0.16% | 3,469 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $60.34万 | 0.15% | 6,276 | -5,584 | -47.1% | -$53.69万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $60.34万 | 0.15% | 1,881 | -6,337 | -77.1% | -$203.28万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $60.07万 | 0.15% | 2,765 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $59.58万 | 0.15% | 2,873 | 2,873 | — | $59.58万 | 新建仓 |
| FTDR | FRONTDOOR INC | $59.38万 | 0.15% | 11,234 | -577 | -4.9% | -$3.05万 | 减仓 |
| RMD | RESMED INC | $58.50万 | 0.15% | 2,606 | -105 | -3.9% | -$2.36万 | 减仓 |
| DES | WISDOMTREE TR | $58.28万 | 0.15% | 16,216 | 101 | 0.6% | $3,630 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $58.16万 | 0.15% | 2,862 | -6,129 | -68.2% | -$124.55万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $58.13万 | 0.15% | 7,091 | 60 | 0.9% | $4,919 | 加仓 |
| IUSB | ISHARES TR | $57.89万 | 0.15% | 12,533 | 772 | 6.6% | $3.57万 | 加仓 |
| PWR | QUANTA SVCS INC | $57.70万 | 0.15% | 1,051 | 1,051 | — | $57.70万 | 新建仓 |
| DBEF | DBX ETF TR | $57.69万 | 0.15% | 11,678 | -252 | -2.1% | -$1.24万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $57.55万 | 0.15% | 2,903 | 481 | 19.9% | $9.54万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $57.52万 | 0.15% | 6,381 | 233 | 3.8% | $2.10万 | 加仓 |
| SBUX | STARBUCKS CORP | $57.26万 | 0.15% | 6,391 | -1,179 | -15.6% | -$10.56万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $56.47万 | 0.14% | 1,176 | -827 | -41.3% | -$39.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.32万 | 0.14% | 1,667 | -200 | -10.7% | -$6.76万 | 减仓 |