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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 90
减持 39
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$17.2M
387,444
+8%
增持
QUAL
ISHARES TR
+$14.5M
532,463
+18%
增持
IQLT
ISHARES TR
+$10.0M
2,053,655
+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
MSFT
MICROSOFT CORP
+$8.2M
146,769
+3%
增持
STIP
ISHARES TR
+$7.6M
263,155
+38%
增持
EFV
ISHARES TR
+$7.4M
1,205,662
+8%
增持
IEMG
ISHARES INC
+$6.7M
1,396,761
+6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$6.4M
1,052,713
+5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.7M
1,823,719
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.2M
1,607,437
+5%
增持
MTUM
ISHARES TR
+$4.7M
701,761
+10%
增持
SJNK
SPDR SER TR
+$3.6M
2,143,351
+5%
减持
NVDA
NVIDIA CORPORATION
+$3.6M
29,710
-7%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.6M
392,806
+12%
减持
META
META PLATFORMS INC
+$3.5M
41,993
-6%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.3M
258,907
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
97,683
+1%
清仓
—
UMPQUA HLDGS CORP
-$3.0M
0
-100%
减持
SPSB
SPDR SER TR
-$2.9M
307,028
-25%
增持
QCOM
QUALCOMM INC
+$2.8M
69,311
+27%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.8M
806,564
+7%
增持
VNQ
VANGUARD INDEX FDS
+$2.8M
483,409
+7%
增持
VTIP
VANGUARD MALVERN FDS
+$2.7M
2,307,907
+0%
减持
CVS
CVS HEALTH CORP
-$2.6M
82,664
-12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.6M
743,016
+1%
减持
GOOG
ALPHABET INC
+$2.5M
207,657
-4%
增持
NVR
NVR INC
+$2.4M
2,027
+5%
增持
HPQ
HP INC
+$2.1M
330,309
+17%
建仓
COLB
COLUMBIA BKG SYS INC
+$2.1M
98,669
减持
TSLA
TESLA INC
+$2.0M
24,049
-0%
增持
ESGD
ISHARES TR
+$1.9M
262,446
+2%
增持
QQQ
INVESCO QQQ TR
+$1.8M
18,261
+21%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.7M
746,654
+3%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$1.7M
37,549
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.6M
1,794,137
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.6M
42,971
+10%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
362,388
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
245,598
+7%
增持
INTC
INTEL CORP
+$1.5M
154,171
+14%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.4M
26,100
+2%
增持
JNJ
JOHNSON & JOHNSON
-$1.4M
68,800
+1%
减持
PFE
PFIZER INC
-$1.4M
121,737
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.2M
289,981
+6%
增持
VB
VANGUARD INDEX FDS
+$1.2M
82,092
+5%
减持
IWC
ISHARES TR
-$1.2M
120,320
-6%
建仓
XLF
SELECT SECTOR SPDR TR
+$1.2M
37,325
增持
ESGE
ISHARES INC
+$1.2M
273,905
+11%
减持
SPIB
SPDR SER TR
-$1.2M
162,896
-20%
增持
VBR
VANGUARD INDEX FDS
+$1.2M
157,192
+5%
增持
GOOGL
ALPHABET INC
+$1.2M
49,307
+10%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
50,816
+5%
清仓
—
SIRIUS XM HOLDINGS INC
-$1.1M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$1.1M
0
-100%
增持
SBUX
STARBUCKS CORP
+$1.1M
35,947
+32%
增持
—
ARCH CAP GROUP LTD
+$1.0M
175,916
+1%
增持
DWX
SPDR INDEX SHS FDS
+$896.0K
220,676
+7%
减持
SHM
SPDR SER TR
-$875.3K
251,205
-8%
增持
PBP
INVESCO EXCHANGE TRADED FD T
+$873.5K
202,190
+19%
减持
AI
C3 AI INC
+$849.3K
42,028
-16%
建仓
UMMA
LISTED FD TR
+$842.8K
39,400
增持
MGK
VANGUARD WORLD FD
+$815.0K
16,424
+11%
增持
DELL
DELL TECHNOLOGIES INC
+$813.2K
141,130
+17%
建仓
VHT
VANGUARD WORLD FDS
+$811.5K
3,403
增持
VFMO
VANGUARD WELLINGTON FD
+$806.7K
77,738
+12%
增持
HYMB
SPDR SER TR
+$787.4K
388,947
+113%
增持
CINF
CINCINNATI FINL CORP
+$740.2K
34,829
+13%
增持
SCHF
SCHWAB STRATEGIC TR
+$739.1K
173,868
+5%
减持
CF
CF INDS HLDGS INC
-$730.0K
38,066
-7%
增持
CRUS
CIRRUS LOGIC INC
+$723.1K
18,481
+6%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$713.7K
40,366
-1%
减持
LLY
LILLY ELI & CO
-$700.0K
4,333
-28%
减持
ALHC
ALIGNMENT HEALTHCARE INC
-$682.6K
82,091
-20%
增持
KR
KROGER CO
+$679.1K
56,368
+19%
减持
AMZN
AMAZON COM INC
+$677.6K
114,419
-14%
减持
NFLX
NETFLIX INC
-$664.1K
3,899
-43%
增持
CVX
CHEVRON CORP NEW
-$659.6K
74,392
+4%
增持
OZ
BELPOINTE PREP LLC
+$655.6K
281,764
+9%
减持
COST
COSTCO WHSL CORP NEW
+$645.9K
16,183
-0%
增持
TWLO
TWILIO INC
+$642.9K
19,436
+46%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$604.3K
114,196
+37%
增持
ABBV
ABBVIE INC
+$596.6K
50,208
+10%
清仓
—
LINDE PLC
-$582.6K
0
-100%
减持
VV
VANGUARD INDEX FDS
+$579.3K
63,400
-2%
清仓
ACI
ALBERTSONS COS INC
-$571.4K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$558.4K
12,736
+122%
减持
SUB
ISHARES TR
-$558.1K
52,189
-10%
增持
ESGU
ISHARES TR
+$543.7K
48,316
+7%
减持
DFAC
DIMENSIONAL ETF TRUST
+$535.9K
812,996
-2%
减持
VOO
VANGUARD INDEX FDS
-$534.1K
11,189
-17%
增持
ESML
ISHARES TR
+$524.7K
200,760
+5%
建仓
—
LINDE PLC
+$520.4K
1,464
减持
RS
RELIANCE STEEL & ALUMINUM CO
+$515.3K
9,520
-0%
增持
SCHW
SCHWAB CHARLES CORP
-$506.9K
40,354
+28%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$497.5K
123,402
+24%
增持
CRM
SALESFORCE INC
+$493.3K
3,857
+84%
增持
DEM
WISDOMTREE TR
+$493.1K
120,845
+6%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$492.8K
30,959
+10%
减持
AVGO
BROADCOM INC
+$485.7K
7,690
-3%
增持
CIEN
CIENA CORP
+$481.2K
79,437
+10%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$473.0K
126,518
+23%
增持
SCHA
SCHWAB STRATEGIC TR
+$469.0K
199,988
+2%
增持
MGC
VANGUARD WORLD FD
+$464.6K
25,272
+6%
建仓
EBAY
EBAY INC.
+$439.9K
9,915
增持
—
INVESCO EXCH TRD SLF IDX FD
+$431.4K
124,874
+20%
减持
HYD
VANECK ETF TRUST
-$431.0K
123,141
-8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$424.5K
123,360
+19%
增持
EWX
SPDR INDEX SHS FDS
+$421.4K
194,285
+1%
减持
IWN
ISHARES TR
-$420.8K
17,907
-14%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$416.7K
101,977
+23%
减持
—
ARISTA NETWORKS INC
+$409.0K
10,881
-7%
增持
CTRA
COTERRA ENERGY INC
+$408.2K
47,498
+54%
减持
SCHC
SCHWAB STRATEGIC TR
+$400.7K
188,880
-0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$392.4K
120,658
+18%
减持
IVV
ISHARES TR
+$390.6K
14,545
-0%
减持
SHY
ISHARES TR
-$381.7K
33,733
-13%
增持
SCHH
SCHWAB STRATEGIC TR
+$375.5K
188,992
+10%
减持
KRT
KARAT PACKAGING INC
-$375.3K
333,253
-1%
建仓
AXON
AXON ENTERPRISE INC
+$372.6K
1,657
增持
EW
EDWARDS LIFESCIENCES CORP
+$371.3K
25,317
+10%
减持
SHW
SHERWIN WILLIAMS CO
-$364.4K
5,091
-20%
减持
MUB
ISHARES TR
-$363.6K
53,593
-8%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$360.5K
12,107
+10%
增持
EFG
ISHARES TR
+$356.6K
31,156
+2%
建仓
AME
AMETEK INC
+$349.5K
2,405
增持
NULV
NUSHARES ETF TR
+$345.0K
289,860
+4%
减持
MET
METLIFE INC
-$336.7K
10,782
-19%
建仓
VXUS
VANGUARD STAR FDS
+$329.4K
5,966
增持
XLK
SELECT SECTOR SPDR TR
+$328.9K
6,890
+20%
增持
PANW
PALO ALTO NETWORKS INC
+$328.4K
5,184
+2%
减持
ITM
VANECK ETF TRUST
-$325.2K
24,366
-24%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$322.9K
14,843
-21%
减持
FNDF
SCHWAB STRATEGIC TR
+$316.0K
234,197
-3%
增持
QDEL
QUIDELORTHO CORP
+$312.3K
18,585
+19%
减持
TIP
ISHARES TR
-$310.9K
10,452
-24%
增持
ORCL
ORACLE CORP
+$305.3K
26,028
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$304.1K
8,272
+12%
增持
DOW
DOW INC
+$303.6K
25,351
+18%
增持
IVW
ISHARES TR
+$297.3K
10,434
+65%
增持
MS
MORGAN STANLEY
+$295.3K
9,872
+47%
清仓
WRB
BERKLEY W R CORP
-$294.9K
0
-100%
增持
SUSB
ISHARES TR
+$289.8K
69,888
+19%
清仓
DLTR
DOLLAR TREE INC
-$287.5K
0
-100%
增持
DLS
WISDOMTREE TR
+$286.2K
60,418
+3%
增持
JBL
JABIL INC
+$283.3K
12,506
+4%
增持
GLW
CORNING INC
+$279.8K
29,153
+24%
建仓
URI
UNITED RENTALS INC
+$279.4K
706
减持
USB
US BANCORP DEL
-$275.5K
24,184
-8%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$274.9K
996
建仓
XYL
XYLEM INC
+$274.4K
2,621
清仓
DG
DOLLAR GEN CORP NEW
-$273.8K
0
-100%
