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 |
|---|---|---|---|---|---|---|---|---|
| ZECP | ZACKS TRUST | $55.82万 | 0.14% | 16,501 | 555 | 3.5% | $1.88万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $53.58万 | 0.14% | 2,977 | 29 | 1.0% | $5,219 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $53.56万 | 0.14% | 11,678 | 535 | 4.8% | $2.45万 | 加仓 |
| AMGN | AMGEN INC | $53.54万 | 0.14% | 1,522 | 436 | 40.1% | $15.34万 | 加仓 |
| TER | TERADYNE INC | $53.31万 | 0.14% | 1,798 | 101 | 6.0% | $2.99万 | 加仓 |
| IWLG | NEW YORK LIFE INVTS ACTIVE E | $52.76万 | 0.14% | 11,055 | -22 | -0.2% | -$1,050 | 减仓 |
| STT | STATE STR CORP | $52.69万 | 0.14% | 4,163 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $52.50万 | 0.13% | 4,522 | 15 | 0.3% | $1,742 | 加仓 |
| RTX | RTX CORPORATION | $52.12万 | 0.13% | 2,702 | -2,346 | -46.5% | -$45.25万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $51.57万 | 0.13% | 20,115 | 169 | 0.8% | $4,333 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $51.42万 | 0.13% | 7,202 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $51.40万 | 0.13% | 2,406 | -4,913 | -67.1% | -$104.95万 | 重新持有 |
| VEEV | VEEVA SYS INC | $50.66万 | 0.13% | 2,884 | 2,884 | — | $50.66万 | 新建仓 |
| FTNT | FORTINET INC | $50.19万 | 0.13% | 6,142 | -2,207 | -26.4% | -$18.04万 | 减仓 |
| EEM | ISHARES TR | $49.85万 | 0.13% | 8,778 | 881 | 11.2% | $5.00万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $49.80万 | 0.13% | 5,188 | 5,188 | — | $49.80万 | 新建仓 |
| KO | COCA COLA CO | $49.50万 | 0.13% | 6,508 | -18,603 | -74.1% | -$141.48万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $49.36万 | 0.13% | 9,832 | -20,281 | -67.3% | -$101.81万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $49.27万 | 0.13% | 1,262 | -7,824 | -86.1% | -$305.48万 | 重新持有 |
| DLN | WISDOMTREE TR | $49.19万 | 0.13% | 5,506 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $49.12万 | 0.13% | 9,459 | 156 | 1.7% | $8,101 | 加仓 |
| LOW | LOWES COS INC | $48.98万 | 0.13% | 2,073 | -6,207 | -75.0% | -$146.66万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $48.91万 | 0.13% | 2,254 | 144 | 6.8% | $3.12万 | 加仓 |
| MBB | ISHARES TR | $48.78万 | 0.13% | 5,137 | 358 | 7.5% | $3.40万 | 加仓 |
| UNP | UNION PAC CORP | $48.35万 | 0.12% | 1,993 | 37 | 1.9% | $8,976 | 加仓 |
| MTB | M & T BK CORP | $48.20万 | 0.12% | 2,331 | 11 | 0.5% | $2,274 | 加仓 |
| IAU | ISHARES GOLD TR | $48.13万 | 0.12% | 5,459 | -118 | -2.1% | -$1.04万 | 减仓 |
| EWJ | ISHARES INC | $46.34万 | 0.12% | 5,487 | -50 | -0.9% | -$4,222 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $45.71万 | 0.12% | 7,603 | 164 | 2.2% | $9,859 | 加仓 |
| SPGI | S&P GLOBAL INC | $45.32万 | 0.12% | 1,065 | 1,065 | — | $45.32万 | 新建仓 |
| QLC | FLEXSHARES TR | $45.10万 | 0.12% | 5,770 | -677 | -10.5% | -$5.29万 | 减仓 |
| QGRW | WISDOMTREE TR | $45.09万 | 0.12% | 8,438 | 2,065 | 32.4% | $11.03万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $44.89万 | 0.12% | 2,339 | -9,276 | -79.9% | -$178.03万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $44.53万 | 0.11% | 9,280 | 155 | 1.7% | $7,437 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $44.37万 | 0.11% | 9,475 | 1,498 | 18.8% | $7.02万 | 加仓 |
| ADI | ANALOG DEVICES INC | $44.02万 | 0.11% | 1,384 | -4 | -0.3% | -$1,272 | 减仓 |
| SYY | SYSCO CORP | $43.90万 | 0.11% | 6,154 | 571 | 10.2% | $4.07万 | 加仓 |
| ATRO | ASTRONICS CORP | $43.57万 | 0.11% | 6,530 | -6,580 | -50.2% | -$43.91万 | 减仓 |
| IWO | ISHARES TR | $43.46万 | 0.11% | 1,385 | 0 | 0.0% | — | 不变 |
| WIP | SPDR SERIES TRUST | $43.31万 | 0.11% | 10,938 | -610 | -5.3% | -$2.42万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $42.79万 | 0.11% | 10,977 | -1,293 | -10.5% | -$5.04万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $41.65万 | 0.11% | 1,499 | -814 | -35.2% | -$22.62万 | 重新持有 |
| DIA | STATE STR SPDR DOW JONES IND | $41.54万 | 0.11% | 897 | 36 | 4.2% | $1.67万 | 加仓 |
| PGR | PROGRESSIVE CORP | $41.21万 | 0.11% | 2,079 | 380 | 22.4% | $7.53万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $40.89万 | 0.10% | 7,227 | -5,401 | -42.8% | -$30.56万 | 减仓 |
| JOET | VIRTUS ETF TR II | $40.71万 | 0.10% | 10,169 | -1,169 | -10.3% | -$4.68万 | 减仓 |
| — | ETF SER SOLUTIONS | $40.23万 | 0.10% | 13,359 | -289 | -2.1% | -$8,702 | 减仓 |
| MA | MASTERCARD INCORPORATED | $39.94万 | 0.10% | 799 | -1,008 | -55.8% | -$50.38万 | 减仓 |
| STM | STMICROELECTRONICS N V | $39.92万 | 0.10% | 11,555 | 0 | 0.0% | — | 不变 |
| BWZ | SPDR SERIES TRUST | $39.69万 | 0.10% | 14,743 | 1,214 | 9.0% | $3.27万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $39.46万 | 0.10% | 14,167 | -42 | -0.3% | -$1,170 | 减仓 |
| INDA | ISHARES TR | $39.30万 | 0.10% | 8,391 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $39.23万 | 0.10% | 4,868 | 1,799 | 58.6% | $14.50万 | 加仓 |
| SHOP | SHOPIFY INC | $38.41万 | 0.10% | 3,238 | 222 | 7.4% | $2.63万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.05万 | 0.10% | 1,570 | -2,048 | -56.6% | -$49.63万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $37.90万 | 0.10% | 1,512 | -613 | -28.8% | -$15.36万 | 减仓 |
| ERIE | ERIE INDTY CO | $37.85万 | 0.10% | 1,506 | 474 | 45.9% | $11.91万 | 加仓 |
| NUGT | DIREXION SHARES ETF TRUST | $37.65万 | 0.10% | 2,000 | 2,000 | — | $37.65万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $37.24万 | 0.10% | 1,883 | 1,883 | — | $37.24万 | 新建仓 |
| WMB | WILLIAMS COS INC | $36.86万 | 0.09% | 5,065 | 5,065 | — | $36.86万 | 新建仓 |
| IBDR | ISHARES TR | $36.68万 | 0.09% | 15,130 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $36.59万 | 0.09% | 5,165 | 747 | 16.9% | $5.29万 | 加仓 |
| MPC | MARATHON PETE CORP | $36.36万 | 0.09% | 1,489 | 1,489 | — | $36.36万 | 新建仓 |
| APA | APA CORPORATION | $36.09万 | 0.09% | 8,505 | 2 | 0.0% | $85 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $35.97万 | 0.09% | 4,444 | -14 | -0.3% | -$1,133 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $35.77万 | 0.09% | 14,740 | 93 | 0.6% | $2,257 | 加仓 |
| NUE | NUCOR CORP | $35.38万 | 0.09% | 2,092 | -38 | -1.8% | -$6,427 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $35.18万 | 0.09% | 10,677 | 285 | 2.7% | $9,391 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $34.72万 | 0.09% | 5,878 | 5,878 | — | $34.72万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $34.60万 | 0.09% | 3,708 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $34.49万 | 0.09% | 4,638 | -1,782 | -27.8% | -$13.25万 | 减仓 |
| ASML | ASML HLDG NV | $34.47万 | 0.09% | 261 | -5 | -1.9% | -$6,604 | 减仓 |
| DDWM | WISDOMTREE TR | $33.84万 | 0.09% | 7,673 | 1,044 | 15.7% | $4.60万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $33.45万 | 0.09% | 542 | 1 | 0.2% | $617 | 加仓 |
| TLH | ISHARES TR | $33.17万 | 0.09% | 3,355 | 806 | 31.6% | $7.97万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $33.00万 | 0.08% | 13,181 | 3,706 | 39.1% | $9.28万 | 加仓 |
| ECL | ECOLAB INC | $32.95万 | 0.08% | 1,239 | 1 | 0.1% | $266 | 加仓 |
| SPAB | SPDR SERIES TRUST | $32.78万 | 0.08% | 12,796 | 1,171 | 10.1% | $3.00万 | 加仓 |
| OR | OR ROYALTIES INC. | $32.66万 | 0.08% | 8,591 | 8,591 | — | $32.66万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $32.60万 | 0.08% | 554 | -2 | -0.4% | -$1,177 | 减仓 |
| IAGG | ISHARES TR | $32.48万 | 0.08% | 6,491 | 1,468 | 29.2% | $7.35万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $31.71万 | 0.08% | 9,282 | 9,282 | — | $31.71万 | 新建仓 |
| RUSHB | RUSH ENTERPRISES INC | $31.68万 | 0.08% | 4,923 | 4,923 | — | $31.68万 | 新建仓 |
| OKE | ONEOK INC NEW | $31.30万 | 0.08% | 3,462 | 3,462 | — | $31.30万 | 新建仓 |
| MCRI | MONARCH CASINO & RESORT INC | $31.22万 | 0.08% | 3,266 | 3,266 | — | $31.22万 | 新建仓 |
| YORW | YORK WTR CO | $30.95万 | 0.08% | 10,165 | 10,165 | — | $30.95万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $30.80万 | 0.08% | 2,351 | 2,351 | — | $30.80万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $30.71万 | 0.08% | 6,728 | 380 | 6.0% | $1.73万 | 加仓 |
| UNM | UNUM GROUP | $30.64万 | 0.08% | 4,195 | 4,195 | — | $30.64万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $30.63万 | 0.08% | 2,984 | -3,129 | -51.2% | -$32.12万 | 减仓 |
| VMC | VULCAN MATLS CO | $30.62万 | 0.08% | 1,125 | -1 | -0.1% | -$272 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $30.55万 | 0.08% | 2,382 | -282 | -10.6% | -$3.62万 | 减仓 |
| UTL | UNITIL CORP | $30.43万 | 0.08% | 5,825 | 5,825 | — | $30.43万 | 新建仓 |
| XRN | CHIRON REAL ESTATE INC | $29.64万 | 0.08% | 8,961 | 8,961 | — | $29.64万 | 新建仓 |
| AIV | APARTMENT INVT & MGMT CO | $29.59万 | 0.08% | 72,697 | 72,697 | — | $29.59万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.54万 | 0.08% | 754 | 754 | — | $29.54万 | 新建仓 |
| — | ETF SER SOLUTIONS | $29.38万 | 0.08% | 12,136 | 1,337 | 12.4% | $3.24万 | 加仓 |
| MOG/A | MOOG INC | $29.38万 | 0.08% | 1,004 | 1,004 | — | $29.38万 | 新建仓 |
| HELE | HELEN OF TROY LTD | $29.19万 | 0.07% | 20,240 | -304 | -1.5% | -$4,384 | 减仓 |
| QVMM | INVESCO EXCH TRADED FD TR II | $29.15万 | 0.07% | 9,198 | -1,149 | -11.1% | -$3.64万 | 减仓 |