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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,942.93万 | 4.99% | 76,556 | -11,917 | -13.5% | -$302.44万 | 减仓 |
| 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 |
| SDCI | USCF ETF TR | $969.66万 | 2.49% | 355,968 | 143,550 | 67.6% | $391.03万 | 加仓 |
| SGOL | ETFS GOLD TR | $944.13万 | 2.42% | 211,594 | 5,623 | 2.7% | $25.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $678.69万 | 1.74% | 38,915 | -20,052 | -34.0% | -$349.71万 | 减仓 |
| SLV | ISHARES SILVER TR | $665.86万 | 1.71% | 97,719 | -2,690 | -2.7% | -$18.33万 | 减仓 |
| IYW | ISHARES TR | $641.58万 | 1.65% | 35,364 | -289 | -0.8% | -$5.24万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $561.28万 | 1.44% | 9,393 | 68 | 0.7% | $4.06万 | 加仓 |
| META | META PLATFORMS INC | $528.68万 | 1.36% | 9,241 | -13,009 | -58.5% | -$744.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $512.59万 | 1.32% | 13,847 | -46,303 | -77.0% | -$1,714.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $492.22万 | 1.26% | 11,269 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $402.75万 | 1.03% | 13,692 | -4,588 | -25.1% | -$134.96万 | 减仓 |
| AMZN | AMAZON COM INC | $398.21万 | 1.02% | 19,120 | -28,212 | -59.6% | -$587.57万 | 减仓 |
| GLD | SPDR GOLD TR | $397.46万 | 1.02% | 9,237 | -26,351 | -74.0% | -$1,133.86万 | 减仓 |
| HD | HOME DEPOT INC | $384.11万 | 0.99% | 11,679 | -4,143 | -26.2% | -$136.26万 | 减仓 |
| — | EXXON MOBIL CORP | $321.49万 | 0.83% | 18,949 | -18,232 | -49.0% | -$309.32万 | 减仓 |
| LLY | ELI LILLY & CO | $313.57万 | 0.80% | 3,409 | 20 | 0.6% | $1.84万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $310.54万 | 0.80% | 68,612 | 2 | 0.0% | $91 | 加仓 |
| GOOGL | ALPHABET INC | $306.71万 | 0.79% | 10,666 | -3,451 | -24.4% | -$99.24万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $305.73万 | 0.78% | 154,486 | 23,791 | 18.2% | $47.08万 | 加仓 |
| GOOG | ALPHABET INC | $288.18万 | 0.74% | 10,046 | -7,831 | -43.8% | -$224.64万 | 减仓 |
| IVV | ISHARES TR | $281.04万 | 0.72% | 4,302 | 38 | 0.9% | $2.48万 | 加仓 |
| WMT | WALMART INC | $264.29万 | 0.68% | 21,265 | -2,228 | -9.5% | -$27.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $245.45万 | 0.63% | 11,863 | -11,179 | -48.5% | -$231.30万 | 减仓 |
| IGOV | ISHARES TR | $241.50万 | 0.62% | 58,817 | 1,777 | 3.1% | $7.30万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $240.72万 | 0.62% | 79,657 | 3,681 | 4.8% | $11.12万 | 加仓 |
| IWF | ISHARES TR | $236.36万 | 0.61% | 5,543 | -33 | -0.6% | -$1.41万 | 减仓 |
| IBB | ISHARES TR | $236.34万 | 0.61% | 13,997 | -35 | -0.2% | -$5,910 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $234.73万 | 0.60% | 57,489 | 2,753 | 5.0% | $11.24万 | 加仓 |
| IWM | ISHARES TR | $227.63万 | 0.58% | 9,179 | 296 | 3.3% | $7.34万 | 加仓 |
| MCD | MCDONALDS CORP | $223.68万 | 0.57% | 7,197 | -3,235 | -31.0% | -$100.54万 | 减仓 |
| IYH | ISHARES TR | $218.63万 | 0.56% | 35,470 | -396 | -1.1% | -$2.44万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $217.96万 | 0.56% | 87,498 | 1,860 | 2.2% | $4.63万 | 加仓 |
| QCOM | QUALCOMM INC | $206.22万 | 0.53% | 16,013 | -109,237 | -87.2% | -$1,406.79万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $203.07万 | 0.52% | 14,060 | -23,517 | -62.6% | -$339.67万 | 减仓 |
| MRK | MERCK & CO INC | $198.90万 | 0.51% | 16,535 | 4,054 | 32.5% | $48.77万 | 加仓 |
| AGG | ISHARES TR | $188.78万 | 0.48% | 24,200 | 2,296 | 10.5% | $17.91万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $187.92万 | 0.48% | 3,960 | -2,604 | -39.7% | -$123.57万 | 减仓 |
| IVE | ISHARES TR | $186.43万 | 0.48% | 8,829 | -44 | -0.5% | -$9,291 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $186.15万 | 0.48% | 14,782 | -781 | -5.0% | -$9.84万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $185.67万 | 0.48% | 12,045 | -287 | -2.3% | -$4.42万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $182.05万 | 0.47% | 28,020 | -385 | -1.4% | -$2.50万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $178.89万 | 0.46% | 30,025 | 464 | 1.6% | $2.76万 | 加仓 |
| SMLF | ISHARES TR | $177.60万 | 0.46% | 23,526 | -1,863 | -7.3% | -$14.06万 | 减仓 |
| IEFA | ISHARES TR | $176.91万 | 0.45% | 19,541 | -67 | -0.3% | -$6,066 | 减仓 |
| SHY | ISHARES TR | $176.55万 | 0.45% | 21,382 | 211 | 1.0% | $1.74万 | 加仓 |
| ORCL | ORACLE CORP | $174.12万 | 0.45% | 11,836 | 4,806 | 68.4% | $70.70万 | 加仓 |
| COWG | PACER FDS TR | $173.80万 | 0.45% | 51,512 | -720 | -1.4% | -$2.43万 | 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 |
| — | INVESCO EXCHANGE TRADED FD T | $168.02万 | 0.43% | 15,254 | -672 | -4.2% | -$7.40万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $167.87万 | 0.43% | 14,609 | 2,792 | 23.6% | $32.08万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $167.59万 | 0.43% | 30,514 | 107 | 0.4% | $5,877 | 加仓 |
| VV | VANGUARD INDEX FDS | $167.30万 | 0.43% | 11,838 | 1 | 0.0% | $141 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $166.36万 | 0.43% | 1,967 | -2,331 | -54.2% | -$197.15万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $162.41万 | 0.42% | 17,948 | -1,047 | -5.5% | -$9.47万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $161.97万 | 0.42% | 13,192 | -151 | -1.1% | -$1.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $161.20万 | 0.41% | 2,793 | -37,128 | -93.0% | -$2,142.92万 | 减仓 |
| KLAC | KLA CORP | $159.85万 | 0.41% | 1,086 | -9,342 | -89.6% | -$1,375.09万 | 减仓 |
| CSCO | CISCO SYS INC | $159.06万 | 0.41% | 20,499 | -37,356 | -64.6% | -$289.85万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $155.88万 | 0.40% | 11,184 | -603 | -5.1% | -$8.40万 | 减仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $154.08万 | 0.40% | 34,040 | -959 | -2.7% | -$4.34万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $153.88万 | 0.39% | 20,448 | 10,844 | 112.9% | $81.60万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $151.54万 | 0.39% | 38,443 | -1,236 | -3.1% | -$4.87万 | 减仓 |
| TLT | ISHARES TR | $150.97万 | 0.39% | 17,415 | -1,048 | -5.7% | -$9.09万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $150.70万 | 0.39% | 17,336 | -1,406 | -7.5% | -$12.22万 | 减仓 |
| INTU | INTUIT | $149.69万 | 0.38% | 3,462 | 3,123 | 921.2% | $135.03万 | 加仓 |
| UIVM | VICTORY PORTFOLIOS II | $149.61万 | 0.38% | 21,909 | -1,128 | -4.9% | -$7.70万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $148.15万 | 0.38% | 15,276 | -1,359 | -8.2% | -$13.18万 | 减仓 |
| DBAW | DBX ETF TR | $146.69万 | 0.38% | 34,361 | -1,064 | -3.0% | -$4.54万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $146.04万 | 0.37% | 3,168 | 1,993 | 169.6% | $91.88万 | 重新持有 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $145.95万 | 0.37% | 42,777 | 1,762 | 4.3% | $6.01万 | 加仓 |
| IWR | ISHARES TR | $144.27万 | 0.37% | 14,838 | 896 | 6.4% | $8.71万 | 加仓 |
| TSLA | TESLA INC | $142.88万 | 0.37% | 3,843 | 40 | 1.1% | $1.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $138.79万 | 0.36% | 7,074 | 3 | 0.0% | $589 | 加仓 |
| ARM | ARM HOLDINGS PLC | $137.66万 | 0.35% | 9,100 | 100 | 1.1% | $1.51万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $134.23万 | 0.34% | 9,176 | -8,840 | -49.1% | -$129.31万 | 减仓 |
| MCK | MCKESSON CORP | $133.28万 | 0.34% | 1,540 | 1,214 | 372.4% | $105.06万 | 加仓 |
| V | VISA INC | $132.38万 | 0.34% | 4,380 | -12,162 | -73.5% | -$367.57万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $132.02万 | 0.34% | 56,858 | 2,059 | 3.8% | $4.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $131.62万 | 0.34% | 5,384 | -3,899 | -42.0% | -$95.32万 | 减仓 |
| IGV | ISHARES TR | $129.73万 | 0.33% | 16,206 | 100 | 0.6% | $8,005 | 加仓 |
| IYJ | ISHARES TR | $128.74万 | 0.33% | 8,726 | -136 | -1.5% | -$2.01万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $128.39万 | 0.33% | 3,800 | 1,892 | 99.2% | $63.93万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $125.27万 | 0.32% | 44,516 | 2,071 | 4.9% | $5.83万 | 加仓 |
| — | DBX ETF TR | $124.89万 | 0.32% | 36,598 | -3,084 | -7.8% | -$10.52万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $122.26万 | 0.31% | 19,483 | 19,483 | — | $122.26万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $121.19万 | 0.31% | 6,561 | 6,561 | — | $121.19万 | 新建仓 |
| IJH | ISHARES TR | $120.74万 | 0.31% | 17,879 | -592 | -3.2% | -$4.00万 | 减仓 |
| GEV | GE VERNOVA INC | $120.29万 | 0.31% | 1,378 | -6,681 | -82.9% | -$583.22万 | 减仓 |
| AGOX | STARBOARD INVT TR | $119.90万 | 0.31% | 45,041 | 366 | 0.8% | $9,743 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $117.93万 | 0.30% | 7,185 | 1,778 | 32.9% | $29.18万 | 加仓 |
| IGM | ISHARES TR | $116.98万 | 0.30% | 9,871 | 233 | 2.4% | $2.76万 | 加仓 |
| — | INVESCO QQQ TR 看跌期权 | $115.44万 | 0.30% | 2,000 | 2,000 | — | $115.44万 | 新建仓 |
| GE | GE AEROSPACE | $114.21万 | 0.29% | 4,025 | -12,108 | -75.1% | -$343.57万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $113.44万 | 0.29% | 12,070 | -16,826 | -58.2% | -$158.14万 | 减仓 |
| EMGF | ISHARES INC | $113.27万 | 0.29% | 18,743 | -1,368 | -6.8% | -$8.27万 | 减仓 |
| CAT | CATERPILLAR INC | $110.27万 | 0.28% | 1,556 | -1,108 | -41.6% | -$78.52万 | 减仓 |
| AGGY | WISDOMTREE TR | $109.08万 | 0.28% | 25,105 | 6,984 | 38.5% | $30.35万 | 加仓 |
| WFC | WELLS FARGO & CO | $108.89万 | 0.28% | 13,678 | 633 | 4.9% | $5.04万 | 加仓 |
| IVW | ISHARES TR | $108.09万 | 0.28% | 9,557 | 77 | 0.8% | $8,709 | 加仓 |