小隐寺数据中心API 小隐寺主站

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

报告期 2026-03-31 · CIK 0001510434

持仓数

996

前50大市值合计

$3.97B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$341.4M

1,957,352

8.6%

QUAL ISHARES TR

MSCI USA QLT FCT

$338.9M

1,766,694

8.5%

IQLT ISHARES TR

MSCI INTL QUALTY

$316.2M

6,839,909

8.0%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$244.3M

4,890,809

6.2%

MTUM ISHARES TR

MSCI USA MMENTM

$230.5M

960,399

5.8%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$217.1M

2,738,923

5.5%

AAPL APPLE INC

COM

$155.4M

612,419

3.9%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$154.8M

3,194,495

3.9%

EFV ISHARES TR

EAFE VALUE ETF

$149.4M

2,009,214

3.8%

IEMG ISHARES INC

CORE MSCI EMKT

$138.4M

1,984,690

3.5%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$115.2M

1,391,592

2.9%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$94.2M

1,785,481

2.4%

MSFT MICROSOFT CORP

COM

$81.7M

220,717

2.1%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$67.3M

1,150,169

1.7%

VTV VANGUARD INDEX FDS

VALUE ETF

$66.7M

340,165

1.7%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$63.0M

630,579

1.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$62.7M

96,441

1.6%

AMZN AMAZON COM INC

COM

$61.6M

295,610

1.6%

META META PLATFORMS INC

CL A

$60.6M

105,894

1.5%

DFMC DFA INVT DIMENSIONS GROUP IN

U.S. MICRO CAP P

$58.7M

1,154,128

1.5%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$57.6M

898,925

1.5%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$57.1M

914,073

1.4%

QGRW WISDOMTREE TR

US QUALITY GROW

$54.6M

1,021,046

1.4%

GOOG ALPHABET INC

CAP STK CL C

$48.9M

170,449

1.2%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$45.8M

414,659

1.2%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$40.4M

455,462

1.0%

SCHC SCHWAB STRATEGIC TR

INTL SCEQT ETF

$40.1M

857,100

1.0%

SJNK SPDR SERIES TRUST

STATE STREET SPD

$37.2M

1,487,531

0.9%

CSCO CISCO SYS INC

COM

$36.9M

475,778

0.9%

AVGO BROADCOM INC

COM

$30.6M

98,751

0.8%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$30.1M

206,351

0.8%

TSLA TESLA INC

COM

$29.3M

78,722

0.7%

NVDA NVIDIA CORPORATION

COM · 认沽

$29.2M

167,400

0.7%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$28.0M

1,132,786

0.7%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$27.9M

128,493

0.7%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$27.6M

710,928

0.7%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$27.0M

1,052,984

0.7%

ESGD ISHARES TR

ESG AW MSCI EAFE

$26.9M

281,817

0.7%

JPM JPMORGAN CHASE & CO

COM

$25.5M

86,802

0.6%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$24.9M

678,278

0.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$24.8M

77,227

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$24.3M

84,338

0.6%

MO ALTRIA GROUP INC

COM

$23.7M

359,259

0.6%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$22.6M

317,343

0.6%

IWC ISHARES TR

MICRO-CAP ETF

$22.5M

140,664

0.6%

FPE FIRST TR EXCH TRADED FD III

PFD SECS INC ETF

$22.0M

1,239,522

0.6%

WMT WALMART INC

COM

$21.9M

176,267

0.6%

JNJ JOHNSON & JOHNSON

COM

$21.8M

89,256

0.5%

VFMO VANGUARD WELLINGTON FD

US MOMENTUM

$21.5M

109,211

0.5%

COST COSTCO WHOLESALE CORPORATION

COM

$21.4M

21,521

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

43%前 6 大占比

NVDA8.6%QUAL8.5%IQLT8.0%VTIP6.2%MTUM5.8%VCSH5.5%