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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
22Q4 调仓
2021-12-31 → 2022-12-31 · 共 150 项
建仓 18
增持 76
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MTUM
ISHARES TR
+$62.6M
636,123
+282%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$58.5M
1,746,071
减持
VTIP
VANGUARD MALVERN FDS
-$18.1M
2,304,872
-6%
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
STIP
ISHARES TR
+$17.2M
191,320
+1445%
增持
IQLT
ISHARES TR
+$16.0M
1,928,976
+64%
增持
EFV
ISHARES TR
+$14.8M
1,114,662
+55%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$13.7M
1,772,894
-2%
减持
RS
RELIANCE STEEL & ALUMINUM CO
-$13.6M
9,528
-90%
增持
DFIV
DIMENSIONAL ETF TRUST
+$12.9M
1,532,866
+49%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$11.9M
25,603
-29%
增持
TSLA
TESLA INC
-$11.0M
24,067
+82%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$10.9M
1,007,039
+5%
增持
CVX
CHEVRON CORP NEW
+$10.5M
71,299
+260%
增持
—
ARCH CAP GROUP LTD
+$10.4M
173,956
+1284%
增持
GOOG
ALPHABET INC
+$9.7M
215,525
+6548%
建仓
NVR
NVR INC
+$8.9M
1,934
增持
AVDV
AMERICAN CENTY ETF TR
+$8.6M
350,254
+110%
增持
META
META PLATFORMS INC
-$8.2M
44,662
+11%
增持
SPSB
SPDR SER TR
+$8.1M
408,431
+223%
增持
SPY
SPDR S&P 500 ETF TR
-$8.1M
96,592
+2%
建仓
VFMO
VANGUARD WELLINGTON FD
+$7.9M
69,629
增持
IEMG
ISHARES INC
+$7.6M
1,315,295
+46%
增持
CVS
CVS HEALTH CORP
+$7.0M
94,025
+439%
增持
SHM
SPDR SER TR
+$6.8M
272,884
+122%
增持
MSFT
MICROSOFT CORP
-$6.6M
142,400
+17%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$6.6M
737,701
+0%
增持
AAPL
APPLE INC
-$6.3M
359,592
+20%
减持
DFAC
DIMENSIONAL ETF TRUST
-$6.3M
831,106
-9%
增持
—
EXXON MOBIL CORP
+$6.1M
65,123
+267%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.0M
0
-100%
增持
AMZN
AMAZON COM INC
-$5.9M
132,628
+2488%
增持
SUB
ISHARES TR
+$5.7M
57,746
+1651%
增持
ABBV
ABBVIE INC
+$5.4M
45,821
+213%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$5.2M
40,925
+1311%
增持
QCOM
QUALCOMM INC
+$5.2M
54,706
+1077%
增持
SCHX
SCHWAB STRATEGIC TR
-$5.0M
230,474
+70%
增持
UPS
UNITED PARCEL SERVICE INC
+$5.0M
38,968
+375%
增持
TRV
TRAVELERS COMPANIES INC
+$4.9M
27,668
+1480%
建仓
KRT
KARAT PACKAGING INC
+$4.8M
335,248
增持
ESGD
ISHARES TR
+$4.6M
257,743
+65%
增持
VTV
VANGUARD INDEX FDS
+$4.4M
345,605
+15%
增持
HD
HOME DEPOT INC
+$4.4M
27,804
+165%
增持
SPIB
SPDR SER TR
+$4.2M
203,705
+225%
增持
AVGO
BROADCOM INC
+$4.1M
7,954
+1305%
减持
MGK
VANGUARD WORLD FD
-$3.9M
14,784
-41%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$3.8M
694,605
+68%
增持
DELL
DELL TECHNOLOGIES INC
+$3.8M
120,875
+515%
减持
ORCL
ORACLE CORP
-$3.7M
25,853
-61%
减持
—
ACCENTURE PLC IRELAND
-$3.7M
5,966
-53%
减持
MUB
ISHARES TR
-$3.6M
58,167
-31%
减持
VV
VANGUARD INDEX FDS
-$3.6M
64,664
-4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.6M
753,279
+21%
减持
QQQ
INVESCO QQQ TR
-$3.5M
15,102
-21%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.5M
726,804
-3%
建仓
CF
CF INDS HLDGS INC
+$3.5M
40,956
减持
—
CONFLUENT INC
-$3.5M
50,176
-17%
增持
CIEN
CIENA CORP
+$3.4M
72,397
+1596%
减持
VTI
VANGUARD INDEX FDS
-$3.3M
48,391
-7%
增持
VNQ
VANGUARD INDEX FDS
-$3.3M
453,203
+29%
增持
HPQ
HP INC
+$3.2M
281,743
+141%
增持
OZ
BELPOINTE PREP LLC
+$3.2M
257,739
+14%
增持
VBR
VANGUARD INDEX FDS
+$3.2M
149,782
+30%
增持
QUAL
ISHARES TR
+$3.1M
452,488
+36%
增持
SCHV
SCHWAB STRATEGIC TR
+$3.1M
153,780
+60%
增持
V
VISA INC
+$3.0M
32,941
+88%
增持
LMT
LOCKHEED MARTIN CORP
+$3.0M
7,413
+322%
建仓
—
UMPQUA HLDGS CORP
+$3.0M
165,611
清仓
AXON
AXON ENTERPRISE INC
-$2.9M
0
-100%
减持
NFLX
NETFLIX INC
-$2.9M
6,820
-16%
增持
NVDA
NVIDIA CORPORATION
-$2.7M
31,892
+28%
减持
CSCO
CISCO SYS INC
-$2.6M
97,387
-15%
增持
PFE
PFIZER INC
+$2.6M
123,608
+95%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$2.6M
28,217
减持
DFAS
DIMENSIONAL ETF TRUST
-$2.6M
274,438
-1%
减持
FNDF
SCHWAB STRATEGIC TR
-$2.4M
241,051
-17%
增持
GOOGL
ALPHABET INC
-$2.4M
44,823
+1938%
减持
HYMB
SPDR SER TR
-$2.4M
182,802
-3%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.4M
0
-100%
增持
LPX
LOUISIANA PAC CORP
+$2.4M
48,704
+638%
建仓
ELV
ELEVANCE HEALTH INC
+$2.3M
4,565
清仓
—
PS BUSINESS PKS INC CALIF
-$2.3M
0
-100%
增持
SHY
ISHARES TR
+$2.2M
38,847
+241%
增持
SNAP
SNAP INC
-$2.1M
363,978
+221%
建仓
—
AXIS CAP HLDGS LTD
+$2.0M
37,774
增持
NULV
NUSHARES ETF TR
+$1.9M
278,345
+43%
减持
TGT
TARGET CORP
-$1.8M
3,903
-63%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.8M
256,055
+57%
增持
AZO
AUTOZONE INC
+$1.8M
2,398
+22%
减持
MGC
VANGUARD WORLD FD
-$1.8M
23,812
-19%
增持
VOO
VANGUARD INDEX FDS
+$1.8M
13,497
+98%
减持
MKL
MARKEL CORP
-$1.7M
276
-84%
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.7M
4,711
-56%
减持
PG
PROCTER AND GAMBLE CO
-$1.7M
21,374
-29%
减持
SHW
SHERWIN WILLIAMS CO
-$1.6M
6,357
-28%
增持
ESGE
ISHARES INC
+$1.5M
246,890
+67%
增持
IWC
ISHARES TR
-$1.5M
127,866
+17%
增持
ESGU
ISHARES TR
+$1.5M
45,151
+110%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.5M
83,537
增持
CINF
CINCINNATI FINL CORP
+$1.5M
30,896
+108%
减持
—
BLACKROCK INC
-$1.5M
2,775
-26%
增持
VB
VANGUARD INDEX FDS
-$1.5M
78,127
+12%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.4M
81,274
-15%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.4M
1,736
-79%
增持
CMF
ISHARES TR
+$1.4M
37,298
+254%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
12,087
-66%
增持
TWLO
TWILIO INC
-$1.4M
13,320
+75%
建仓
QDEL
QUIDELORTHO CORP
+$1.3M
15,681
减持
VUG
VANGUARD INDEX FDS
-$1.3M
6,621
-22%
清仓
TROW
PRICE T ROWE GROUP INC
-$1.3M
0
-100%
减持
IWN
ISHARES TR
-$1.3M
20,729
-18%
建仓
CRUS
CIRRUS LOGIC INC
+$1.3M
17,432
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.3M
0
-100%
减持
SBUX
STARBUCKS CORP
-$1.3M
27,148
-20%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.3M
14,879
-37%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.2M
171,585
+339%
增持
PBP
INVESCO EXCHANGE TRADED FD T
+$1.2M
169,627
+81%
建仓
IOT
SAMSARA INC
+$1.2M
98,573
清仓
DPZ
DOMINOS PIZZA INC
-$1.2M
0
-100%
建仓
ALHC
ALIGNMENT HEALTHCARE INC
+$1.2M
102,442
清仓
WHR
WHIRLPOOL CORP
-$1.2M
0
-100%
增持
DWX
SPDR INDEX SHS FDS
+$1.2M
206,335
+46%
减持
VSGX
VANGUARD WORLD FD
-$1.2M
64,591
-8%
增持
MCK
MCKESSON CORP
+$1.2M
5,105
+68%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.1M
30,031
-30%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.1M
189,590
+61%
建仓
—
SIRIUS XM HOLDINGS INC
+$1.1M
190,464
清仓
FSK
FS KKR CAP CORP
-$1.1M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$1.1M
31,476
-29%
减持
SCZ
ISHARES TR
-$1.1M
24,913
-27%
建仓
MU
MICRON TECHNOLOGY INC
+$1.1M
22,040
减持
NUE
NUCOR CORP
-$1.1M
6,961
-60%
建仓
ENPH
ENPHASE ENERGY INC
+$1.1M
4,083
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.1M
21,661
-40%
增持
HYD
VANECK ETF TRUST
+$1.1M
134,566
+47%
减持
USB
US BANCORP DEL
-$1.1M
26,309
-33%
减持
CRM
SALESFORCE INC
-$1.1M
2,091
-60%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$1.1M
14,452
+239%
建仓
NUDM
NUSHARES ETF TR
+$1.0M
39,960
减持
ALL
ALLSTATE CORP
-$1.0M
6,425
-60%
减持
VBK
VANGUARD INDEX FDS
-$1.0M
2,495
-54%
增持
VOE
VANGUARD INDEX FDS
+$1.0M
19,030
+83%
增持
PH
PARKER-HANNIFIN CORP
+$1.0M
4,245
+494%
减持
EFG
ISHARES TR
-$1.0M
30,588
-5%
增持
SCHA
SCHWAB STRATEGIC TR
-$992.5K
195,421
+125%
减持
INTU
INTUIT
-$992.1K
2,428
-19%
清仓
—
ZENDESK INC
-$957.0K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
-$953.0K
5,067
+70%
增持
LLY
LILLY ELI & CO
+$950.9K
5,980
+34%
增持
EWX
SPDR INDEX SHS FDS
+$945.1K
192,463
+35%
清仓
IGSB
ISHARES TR
-$941.0K
0
-100%