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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 18
增持 68
减持 34
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$21.4M
70,095
+136%
增持
MSFT
MICROSOFT CORP
+$14.7M
167,539
+14%
减持
GOOG
ALPHABET INC
-$12.6M
74,744
-64%
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
MTUM
ISHARES TR
+$11.3M
754,835
+8%
增持
QUAL
ISHARES TR
+$11.0M
571,533
+7%
增持
VTIP
VANGUARD MALVERN FDS
+$9.2M
2,521,521
+9%
建仓
SPYV
SPDR SER TR
+$7.6M
176,303
减持
QCOM
QUALCOMM INC
-$7.3M
12,586
-82%
减持
AAPL
APPLE INC
+$6.9M
365,129
-6%
增持
CSCO
CISCO SYS INC
+$6.5M
219,436
+138%
增持
COST
COSTCO WHSL CORP NEW
+$6.5M
27,024
+67%
建仓
—
AMDOCS LTD
+$6.4M
65,164
建仓
AVUV
AMERICAN CENTY ETF TR
+$6.3M
80,618
增持
ORCL
ORACLE CORP
+$5.8M
69,172
+166%
减持
CVS
CVS HEALTH CORP
-$5.6M
7,553
-91%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$5.2M
46,157
+281%
减持
HD
HOME DEPOT INC
-$5.2M
11,487
-61%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$5.1M
102,656
增持
GILD
GILEAD SCIENCES INC
+$5.1M
80,979
+487%
增持
IQLT
ISHARES TR
+$4.9M
2,174,614
+6%
增持
EFV
ISHARES TR
+$4.8M
1,293,566
+7%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$4.6M
2,723
-93%
增持
SCHC
SCHWAB STRATEGIC TR
+$4.4M
317,924
+68%
增持
—
BLACKROCK INC
+$4.3M
9,055
+211%
增持
AMAT
APPLIED MATLS INC
+$4.3M
37,467
+299%
减持
CIEN
CIENA CORP
-$3.9M
5,661
-93%
增持
—
EXXON MOBIL CORP
+$3.8M
101,020
+57%
增持
VNQ
VANGUARD INDEX FDS
+$3.7M
525,205
+9%
减持
CINF
CINCINNATI FINL CORP
-$3.7M
2,286
-93%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$3.6M
35,209
+1138%
增持
SCHW
SCHWAB CHARLES CORP
+$3.3M
95,103
+136%
增持
AMZN
AMAZON COM INC
+$3.2M
115,589
+1%
增持
SJNK
SPDR SER TR
+$3.2M
2,286,516
+7%
建仓
OMC
OMNICOM GROUP INC
+$3.2M
33,962
增持
AFL
AFLAC INC
+$3.2M
51,949
+700%
增持
IEMG
ISHARES INC
+$3.1M
1,445,268
+3%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$3.1M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$3.1M
1,854
-78%
增持
—
INTERPUBLIC GROUP COS INC
+$3.0M
111,522
+225%
建仓
—
HOLOGIC INC
+$3.0M
36,528
减持
OZ
BELPOINTE PREP LLC
-$2.9M
273,562
-3%
建仓
PHM
PULTE GROUP INC
+$2.9M
37,119
减持
SPY
SPDR S&P 500 ETF TR
+$2.9M
96,688
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.8M
1,874,955
+3%
增持
CI
THE CIGNA GROUP
+$2.8M
13,138
+293%
减持
VTV
VANGUARD INDEX FDS
-$2.8M
332,588
-8%
增持
DELL
DELL TECHNOLOGIES INC
+$2.8M
156,240
+11%
减持
SHM
SPDR SER TR
-$2.8M
195,086
-22%
增持
IJR
ISHARES TR
+$2.8M
38,769
+240%
清仓
CF
CF INDS HLDGS INC
-$2.8M
0
-100%
减持
PFE
PFIZER INC
-$2.7M
60,594
-50%
减持
VBR
VANGUARD INDEX FDS
-$2.7M
134,469
-14%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.7M
26,065
-0%
建仓
LEN
LENNAR CORP
+$2.6M
21,006
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.5M
827,669
+3%
减持
VB
VANGUARD INDEX FDS
-$2.4M
66,168
-19%
减持
INTC
INTEL CORP
-$2.4M
79,682
-48%
减持
LPX
LOUISIANA PAC CORP
-$2.3M
9,920
-82%
清仓
—
AXIS CAP HLDGS LTD
-$2.3M
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.3M
1,646,157
+2%
建仓
WSO
WATSCO INC
+$2.3M
5,931
减持
ELV
ELEVANCE HEALTH INC
-$2.2M
616
-88%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$2.1M
237,037
-8%
增持
ESGD
ISHARES TR
+$2.1M
286,857
+9%
清仓
CRUS
CIRRUS LOGIC INC
-$2.0M
0
-100%
建仓
MRNA
MODERNA INC
+$2.0M
16,460
增持
AVDV
AMERICAN CENTY ETF TR
+$2.0M
433,505
+10%
增持
NULV
NUSHARES ETF TR
+$1.9M
338,856
+17%
增持
—
LAM RESEARCH CORP
+$1.8M
3,763
+250%
建仓
SCCO
SOUTHERN COPPER CORP
+$1.8M
25,118
增持
HYMB
SPDR SER TR
+$1.7M
457,844
+18%
清仓
QDEL
QUIDELORTHO CORP
-$1.7M
0
-100%
减持
KRT
KARAT PACKAGING INC
+$1.6M
330,248
-1%
建仓
STLD
STEEL DYNAMICS INC
+$1.5M
14,127
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.5M
34,658
+85%
增持
ESGU
ISHARES TR
+$1.5M
60,405
+25%
增持
—
SPLUNK INC
+$1.5M
21,040
+182%
增持
MGC
VANGUARD WORLD FD
+$1.5M
32,606
+29%
减持
STIP
ISHARES TR
-$1.5M
252,387
-4%
增持
GOOGL
ALPHABET INC
+$1.5M
55,008
+12%
增持
TSLA
TESLA INC
+$1.5M
24,663
+3%
增持
T
AT&T INC
+$1.4M
112,215
+482%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
14,068
+104%
增持
ESML
ISHARES TR
+$1.4M
231,064
+15%
增持
QQQ
INVESCO QQQ TR
+$1.4M
19,522
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
252,591
+3%
增持
VFMO
VANGUARD WELLINGTON FD
+$1.3M
83,131
+7%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.3M
1,779,443
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.3M
206,672
+19%
建仓
DE
DEERE & CO
+$1.3M
3,110
减持
ORI
OLD REP INTL CORP
-$1.3M
11,321
-82%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.2M
291,881
+13%
减持
DOW
DOW INC
-$1.2M
3,829
-85%
增持
ESGE
ISHARES INC
+$1.2M
309,771
+13%
减持
AVGO
BROADCOM INC
+$1.2M
7,017
-9%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.1M
332,351
+16%
清仓
IWV
ISHARES TR
-$1.1M
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
299,087
+3%
增持
NUMV
NUSHARES ETF TR
+$1.1M
232,751
+14%
建仓
OTIS
OTIS WORLDWIDE CORP
+$1.0M
11,689
增持
EFG
ISHARES TR
+$1.0M
41,342
+33%
清仓
GOOD
GLADSTONE COMMERCIAL CORP
-$1.0M
0
-100%
建仓
SPSM
SPDR SER TR
+$1.0M
25,855
清仓
SRTS
SENSUS HEALTHCARE INC
-$1.0M
0
-100%
减持
IRM
IRON MTN INC DEL
-$993.1K
5,359
-78%
增持
TXN
TEXAS INSTRS INC
+$988.7K
9,834
+134%
减持
NVR
NVR INC
+$987.3K
1,934
-5%
减持
HYD
VANECK ETF TRUST
-$973.4K
105,141
-15%
建仓
REGN
REGENERON PHARMACEUTICALS
+$971.5K
1,352
清仓
—
SPDR SER TR
-$967.2K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$963.3K
7,022
-81%
清仓
CNC
CENTENE CORP DEL
-$950.9K
0
-100%
增持
MGV
VANGUARD WORLD FD
+$930.3K
56,715
+16%
增持
SCHA
SCHWAB STRATEGIC TR
+$919.2K
212,437
+6%
清仓
—
LXP INDUSTRIAL TRUST
-$906.2K
0
-100%
增持
MGK
VANGUARD WORLD FD
+$905.4K
18,121
+10%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$902.4K
24,069
+102%
清仓
LOPE
GRAND CANYON ED INC
-$883.0K
0
-100%
增持
EMXC
ISHARES INC
+$881.0K
30,886
+110%
清仓
NEU
NEWMARKET CORP
-$880.8K
0
-100%
清仓
GTY
GETTY RLTY CORP NEW
-$846.0K
0
-100%
清仓
ARW
ARROW ELECTRS INC
-$838.8K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$811.5K
0
-100%
清仓
EPR
EPR PPTYS
-$785.0K
0
-100%
清仓
FLO
FLOWERS FOODS INC
-$784.7K
0
-100%
清仓
THG
HANOVER INS GROUP INC
-$778.2K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
+$777.4K
791,623
-3%
清仓
AVT
AVNET INC
-$776.8K
0
-100%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$769.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$764.4K
81,997
+10%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$750.2K
53,252
+140%
清仓
MOH
MOLINA HEALTHCARE INC
-$742.8K
0
-100%
清仓
MAT
MATTEL INC
-$731.7K
0
-100%
减持
AI
C3 AI INC
-$719.6K
18,975
-55%
增持
VYM
VANGUARD WHITEHALL FDS
+$715.1K
68,659
+10%
清仓
HUN
HUNTSMAN CORP
-$712.4K
0
-100%
清仓
WPC
WP CAREY INC
-$711.1K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$705.3K
742,039
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$697.7K
769,215
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$696.0K
1,077,370
+2%
增持
JPM
JPMORGAN CHASE & CO
+$688.1K
18,216
+21%
清仓
TSN
TYSON FOODS INC
-$686.6K
0
-100%
清仓
VIRT
VIRTU FINL INC
-$681.0K
0
-100%
清仓
LITE
LUMENTUM HLDGS INC
-$670.5K
0
-100%
建仓
BIIB
BIOGEN INC
+$656.9K
2,306
清仓
STAG
STAG INDL INC
-$655.2K
0
-100%
增持
HPQ
HP INC
+$653.7K
336,967
+2%
建仓
SOXX
ISHARES TR
+$652.8K
1,287
增持
CL
COLGATE PALMOLIVE CO
+$635.0K
11,732
+228%
清仓
TJX
TJX COS INC NEW
-$628.5K
0
-100%
