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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -62,333 | -100.0% | -$356.79万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -18,282 | -100.0% | -$353.99万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -26,432 | -100.0% | -$352.84万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -10,292 | -100.0% | -$307.09万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -21,121 | -100.0% | -$245.19万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -28,498 | -100.0% | -$210.60万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -13,258 | -100.0% | -$175.96万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -2,316 | -100.0% | -$112.85万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -28,706 | -100.0% | -$96.94万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -11,791 | -100.0% | -$94.66万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -1,398 | -100.0% | -$80.23万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -15,662 | -100.0% | -$73.64万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -25,761 | -100.0% | -$71.62万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -4,794 | -100.0% | -$71.42万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -12,258 | -100.0% | -$69.10万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -6,629 | -100.0% | -$68.72万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,238 | -100.0% | -$66.62万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -2,697 | -100.0% | -$65.53万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,350 | -100.0% | -$63.41万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -3,035 | -100.0% | -$63.07万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -14,768 | -100.0% | -$57.82万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -5,875 | -100.0% | -$56.88万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -5,054 | -100.0% | -$56.70万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,567 | -100.0% | -$46.38万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -7,711 | -100.0% | -$42.56万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -4,834 | -100.0% | -$31.39万 | 清仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,864 | -100.0% | -$24.45万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -7,546 | -100.0% | -$21.75万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,176 | -100.0% | -$20.95万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -7,155 | -100.0% | -$20.94万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -4,135 | -100.0% | -$20.91万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,740 | -100.0% | -$20.87万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OCSL | OAKTREE SPECIALTY LENDING CO | $0 | 0.00% | 0 | -15,968 | -100.0% | -$20.34万 | 清仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -433 | -100.0% | -$20.21万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,192 | -100.0% | -$20.20万 | 清仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,952 | -100.0% | -$16.90万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -28,394 | -100.0% | -$15.66万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -11,325 | -100.0% | -$15.18万 | 清仓 |