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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
$3.97B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 37
增持 82
减持 26
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
MTUM
ISHARES TR
+$30.3M
166,508
建仓
OZ
BELPOINTE PREP LLC
+$22.6M
225,931
减持
AAPL
APPLE INC
+$7.7M
298,491
-7%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
QUAL
ISHARES TR
+$7.0M
332,752
+6%
增持
VNQ
VANGUARD INDEX FDS
+$6.4M
350,364
+4%
增持
VTV
VANGUARD INDEX FDS
+$5.6M
299,584
+5%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$5.3M
734,792
+15%
增持
IQLT
ISHARES TR
+$4.7M
1,179,519
+7%
建仓
—
CONFLUENT INC
+$4.6M
60,300
减持
MSFT
MICROSOFT CORP
+$4.6M
121,230
-6%
增持
VTIP
VANGUARD MALVERN FDS
+$4.2M
2,447,365
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$3.9M
94,776
-1%
增持
IEMG
ISHARES INC
+$3.5M
898,373
+10%
减持
ROK
ROCKWELL AUTOMATION INC
-$3.3M
2,735
-81%
增持
EFV
ISHARES TR
+$3.3M
720,345
+11%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.0M
1,808,692
+4%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.8M
182,766
+13%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.8M
621,912
+3%
增持
AXON
AXON ENTERPRISE INC
+$2.7M
18,318
+1459%
减持
—
BLUCORA INC
-$2.7M
38,745
-82%
减持
TSLA
TESLA INC
-$2.7M
13,251
-38%
增持
VBR
VANGUARD INDEX FDS
+$2.6M
115,323
+8%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
52,011
+16%
增持
RS
RELIANCE STEEL & ALUMINUM CO
+$2.5M
95,878
+5%
增持
VB
VANGUARD INDEX FDS
+$2.5M
69,874
+15%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.4M
912,554
+1%
增持
AMZN
AMAZON COM INC
+$2.4M
5,125
+15%
增持
ESGD
ISHARES TR
+$2.3M
155,976
+21%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.3M
121,597
-33%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.2M
1,026,091
+7%
增持
SNAP
SNAP INC
+$2.1M
113,504
+163%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.1M
0
-100%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.1M
166,739
+25%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.1M
36,133
-8%
建仓
MKL
MARKEL CORP
+$2.1M
1,680
建仓
TWLO
TWILIO INC
+$2.0M
7,623
建仓
ORI
OLD REP INTL CORP
+$2.0M
81,265
增持
HPQ
HP INC
+$2.0M
116,807
+31%
增持
GOOG
ALPHABET INC
+$1.8M
3,242
+14%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$1.8M
8,454
增持
TGT
TARGET CORP
+$1.8M
10,409
+269%
增持
SJNK
SPDR SER TR
+$1.8M
1,808,013
+5%
增持
AZO
AUTOZONE INC
+$1.8M
1,961
+41%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
233,810
+19%
增持
CSCO
CISCO SYS INC
+$1.7M
114,583
+12%
建仓
PANW
PALO ALTO NETWORKS INC
+$1.7M
2,981
减持
COST
COSTCO WHSL CORP NEW
+$1.6M
13,953
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.6M
958,863
+4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.6M
748,877
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
135,635
+2%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.5M
10,641
+81%
增持
ORCL
ORACLE CORP
+$1.5M
66,201
+34%
减持
NVDA
NVIDIA CORPORATION
+$1.4M
24,925
-12%
增持
GOOGL
ALPHABET INC
+$1.4M
2,199
+19%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.4M
4,424
+385%
增持
PM
PHILIP MORRIS INTL INC
+$1.3M
23,948
+145%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
35,682
-40%
建仓
IWV
ISHARES TR
+$1.3M
4,828
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.3M
750,906
+11%
增持
HYMB
SPDR SER TR
+$1.3M
189,116
+13%
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.3M
20,773
+66%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
20,035
+16%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.3M
290,325
+17%
增持
MCD
MCDONALDS CORP
+$1.3M
12,905
+42%
增持
ESGU
ISHARES TR
+$1.2M
21,497
+90%
增持
PFE
PFIZER INC
+$1.2M
63,370
+7%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$1.1M
414,437
+15%
增持
CINF
CINCINNATI FINL CORP
+$1.1M
14,865
+204%
清仓
—
MEDALLIA INC
-$1.1M
0
-100%
建仓
AI
C3 AI INC
+$1.1M
35,783
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
276,943
+3%
建仓
IRM
IRON MTN INC NEW
+$1.1M
20,957
建仓
—
LXP INDUSTRIAL TRUST
+$1.1M
68,196
增持
EWX
SPDR INDEX SHS FDS
+$1.1M
142,870
+13%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.0M
162,677
+18%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.0M
44,512
增持
VYM
VANGUARD WHITEHALL FDS
+$998.0K
49,547
+12%
增持
ESGE
ISHARES INC
+$995.0K
147,881
+25%
建仓
STAG
STAG INDL INC
+$968.0K
20,173
建仓
O
REALTY INCOME CORP
+$959.0K
13,392
减持
VV
VANGUARD INDEX FDS
+$933.0K
67,103
-3%
建仓
GOOD
GLADSTONE COMMERCIAL CORP
+$927.0K
35,990
增持
NULV
NUSHARES ETF TR
+$912.0K
195,027
+10%
减持
—
ACCENTURE PLC IRELAND
+$903.0K
12,655
-7%
建仓
WSO
WATSCO INC
+$903.0K
2,883
减持
COP
CONOCOPHILLIPS
-$894.0K
9,401
-59%
减持
HD
HOME DEPOT INC
+$887.0K
10,478
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$880.0K
2,247
+107%
建仓
OLP
ONE LIBERTY PPTYS INC
+$879.0K
24,914
增持
ALL
ALLSTATE CORP
+$864.0K
16,142
+99%
增持
VOO
VANGUARD INDEX FDS
+$848.0K
6,830
+26%
增持
IWC
ISHARES TR
+$834.0K
109,529
+9%
增持
—
ARISTA NETWORKS INC
+$826.0K
14,219
+301%
建仓
EPR
EPR PPTYS
+$825.0K
17,370
增持
SCHW
SCHWAB CHARLES CORP
+$802.0K
44,292
+10%
建仓
—
LABORATORY CORP AMER HLDGS
+$781.0K
2,484
减持
T
AT&T INC
-$780.0K
28,678
-48%
增持
MDLZ
MONDELEZ INTL INC
+$755.0K
18,611
+126%
建仓
—
INTERPUBLIC GROUP COS INC
+$750.0K
20,046
增持
SCHV
SCHWAB STRATEGIC TR
+$745.0K
96,256
+3%
增持
VSGX
VANGUARD WORLD FD
+$734.0K
70,162
+20%
增持
AMAT
APPLIED MATLS INC
+$728.0K
10,350
+48%
减持
INTC
INTEL CORP
-$723.0K
74,658
-13%
增持
IWM
ISHARES TR
+$722.0K
8,244
+62%
建仓
WPC
WP CAREY INC
+$716.0K
8,724
减持
SQ
BLOCK INC
-$708.0K
5,184
-20%
减持
QQQ
INVESCO QQQ TR
+$701.0K
19,008
-1%
减持
PG
PROCTER AND GAMBLE CO
+$693.0K
29,990
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$688.0K
3,634
+25%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$685.0K
23,144
增持
NUMV
NUSHARES ETF TR
+$675.0K
139,475
+13%
建仓
GTY
GETTY RLTY CORP NEW
+$673.0K
20,974
建仓
LGLV
SPDR SER TR
+$664.0K
4,410
增持
DHR
DANAHER CORPORATION
+$652.0K
3,691
+100%
增持
SHW
SHERWIN WILLIAMS CO
+$640.0K
8,802
+0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$627.0K
20,277
+15%
增持
EFG
ISHARES TR
+$625.0K
32,320
+17%
建仓
ACI
ALBERTSONS COS INC
+$621.0K
20,574
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$618.0K
15,365
+114%
建仓
SRTS
SENSUS HEALTHCARE INC
+$607.0K
84,102
增持
DWX
SPDR INDEX SHS FDS
+$604.0K
141,037
+10%
减持
BBY
BEST BUY INC
-$602.0K
11,198
-32%
减持
FSK
FS KKR CAP CORP
-$600.0K
53,042
-32%
建仓
COMT
ISHARES U S ETF TR
+$599.0K
19,383
清仓
MRSH
MARSH & MCLENNAN COS INC
-$598.0K
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$596.0K
3,192
增持
HSY
HERSHEY CO
+$583.0K
5,406
+98%
清仓
QLD
PROSHARES TR
-$582.0K
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$567.0K
106,057
+36%
建仓
—
VMWARE INC
+$562.0K
4,849
建仓
—
ARCH CAP GROUP LTD
+$558.0K
12,565
建仓
TSCO
TRACTOR SUPPLY CO
+$554.0K
2,320
增持
KR
KROGER CO
+$546.0K
37,617
+31%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$544.0K
0
-100%
增持
ABBV
ABBVIE INC
+$540.0K
14,635
+9%
增持
NEE
NEXTERA ENERGY INC
+$536.0K
11,285
+71%
减持
MGK
VANGUARD WORLD FD
+$528.0K
24,862
-2%
增持
ABT
ABBOTT LABS
+$522.0K
13,382
+16%
建仓
—
WHITE MTNS INS GROUP LTD
+$519.0K
512
建仓
LPX
LOUISIANA PAC CORP
+$517.0K
6,600
建仓
XAODX
ABERDEEN TOTAL DYNAMIC DIVD
+$503.0K
49,228
减持
FOXA
FOX CORP
-$500.0K
11,474
-50%
减持
REGN
REGENERON PHARMACEUTICALS
-$489.0K
2,037
-31%
减持
FTNT
FORTINET INC
-$486.0K
3,103
-43%
增持
SCHC
SCHWAB STRATEGIC TR
+$480.0K
118,013
+13%
建仓
DEO
DIAGEO PLC
+$479.0K
2,176
增持
ESML
ISHARES TR
+$478.0K
139,921
+6%
增持
NKE
NIKE INC
+$478.0K
15,394
+7%
建仓
NAC
NUVEEN CA QUALTY MUN INCOME
+$461.0K
29,481
增持
LLY
LILLY ELI & CO
+$461.0K
4,478
+33%
