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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 82
减持 43
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$35.3M
620,064
+70%
增持
VTIP
VANGUARD MALVERN FDS
+$15.2M
2,851,108
+13%
减持
OZ
BELPOINTE PREP LLC
-$11.0M
146,205
-47%
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
NVDA
NVIDIA CORPORATION
+$7.7M
85,886
+23%
增持
GOOGL
ALPHABET INC
+$6.3M
98,734
+79%
增持
TSLA
TESLA INC
+$6.1M
50,337
+104%
清仓
KRT
KARAT PACKAGING INC
-$6.0M
0
-100%
减持
STIP
ISHARES TR
-$5.6M
196,666
-22%
减持
MSFT
MICROSOFT CORP
-$5.3M
163,912
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.1M
1,955,412
+4%
增持
EFV
ISHARES TR
+$3.8M
1,372,170
+6%
减持
SPYV
SPDR SER TR
-$3.4M
103,269
-41%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.2M
120,740
+50%
增持
DELL
DELL TECHNOLOGIES INC
+$2.9M
165,228
+6%
增持
—
EXXON MOBIL CORP
+$2.8M
115,994
+15%
增持
SJNK
SPDR SER TR
+$2.8M
2,423,433
+6%
减持
VBR
VANGUARD INDEX FDS
-$2.5M
123,670
-8%
增持
AMZN
AMAZON COM INC
+$2.4M
137,056
+19%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.3M
1,872,618
+5%
减持
VTV
VANGUARD INDEX FDS
-$2.3M
326,058
-2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$2.2M
225,433
-5%
增持
CVX
CHEVRON CORP NEW
+$2.2M
89,735
+9%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.1M
396,840
+25%
减持
SPY
SPDR S&P 500 ETF TR
-$2.1M
95,451
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.0M
1,720,299
+5%
减持
SPSB
SPDR SER TR
-$1.8M
243,286
-20%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$1.8M
742,280
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.8M
801,680
+4%
增持
CSCO
CISCO SYS INC
+$1.7M
243,559
+11%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.6M
458,762
+6%
增持
—
ARCH CAP GROUP LTD
+$1.6M
177,041
+6%
减持
VB
VANGUARD INDEX FDS
-$1.5M
61,437
-7%
增持
VNQ
VANGUARD INDEX FDS
-$1.5M
559,674
+7%
增持
—
LAM RESEARCH CORP
+$1.5M
6,305
+68%
增持
IQLT
ISHARES TR
-$1.5M
2,258,183
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.5M
23,315
+195%
减持
IWC
ISHARES TR
-$1.4M
113,489
-3%
增持
HYMB
SPDR SER TR
+$1.4M
540,042
+18%
增持
PANW
PALO ALTO NETWORKS INC
+$1.4M
11,871
+120%
增持
ABBV
ABBVIE INC
+$1.4M
59,175
+7%
增持
GOOG
ALPHABET INC
+$1.4M
78,897
+6%
增持
HPQ
HP INC
-$1.3M
353,006
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.3M
254,240
+23%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.3M
115,335
+12%
增持
MGV
VANGUARD WORLD FD
+$1.2M
70,347
+24%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
27,920
+3%
减持
TXN
TEXAS INSTRS INC
-$1.2M
3,840
-61%
减持
VFMO
VANGUARD WELLINGTON FD
-$1.1M
78,818
-5%
增持
—
SPLUNK INC
+$1.1M
22,663
+8%
减持
HYD
VANECK ETF TRUST
-$1.0M
89,512
-15%
减持
MGM
MGM RESORTS INTERNATIONAL
-$959.0K
17,950
-51%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$946.8K
1,108,158
+3%
增持
AFL
AFLAC INC
+$946.7K
59,580
+15%
增持
IJR
ISHARES TR
+$943.5K
50,957
+31%
增持
—
INTERPUBLIC GROUP COS INC
-$940.6K
117,304
+5%
增持
MGC
VANGUARD WORLD FD
+$921.9K
39,662
+22%
增持
MTUM
ISHARES TR
+$921.1K
786,013
+4%
增持
LLY
ELI LILLY & CO
+$911.9K
5,170
+30%
减持
XLK
SELECT SECTOR SPDR TR
-$909.6K
9,371
-33%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$902.0K
3,059
+147%
减持
EW
EDWARDS LIFESCIENCES CORP
-$885.5K
23,028
-12%
增持
UPS
UNITED PARCEL SERVICE INC
-$837.1K
48,250
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$822.2K
788,944
-0%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$819.6K
322,380
+10%
减持
MUB
ISHARES TR
-$784.2K
43,143
-12%
增持
JBL
JABIL INC
+$757.8K
19,065
+24%
建仓
CHE
CHEMED CORP NEW
+$738.0K
1,420
增持
CAT
CATERPILLAR INC
+$737.1K
7,646
+39%
增持
AMAT
APPLIED MATLS INC
+$719.0K
44,309
+18%
增持
AZO
AUTOZONE INC
+$706.4K
2,743
+9%
增持
GILD
GILEAD SCIENCES INC
+$695.1K
92,556
+14%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$685.7K
256,787
-3%
增持
QUAL
ISHARES TR
+$683.5K
590,074
+3%
增持
ADBE
ADOBE INC
+$668.4K
26,307
+1%
清仓
BIIB
BIOGEN INC
-$656.9K
0
-100%
增持
SNAP
SNAP INC
-$648.4K
297,525
+7%
建仓
GAB
GABELLI EQUITY TR INC
+$642.1K
125,160
减持
SCHX
SCHWAB STRATEGIC TR
-$628.8K
249,000
-1%
增持
VGT
VANGUARD WORLD FDS
+$624.3K
2,141
+259%
增持
CI
THE CIGNA GROUP
+$618.5K
15,049
+15%
增持
MGK
VANGUARD WORLD FD
+$607.1K
21,469
+18%
增持
DFAS
DIMENSIONAL ETF TRUST
-$604.5K
300,734
+1%
增持
ESGD
ISHARES TR
-$586.4K
294,142
+3%
增持
SCHE
SCHWAB STRATEGIC TR
+$580.7K
366,185
+10%
减持
SHY
ISHARES TR
-$576.7K
24,533
-22%
减持
SCHP
SCHWAB STRATEGIC TR
-$533.6K
17,809
-35%
增持
—
BLACKROCK INC
+$525.4K
10,493
+16%
清仓
CVS
CVS HEALTH CORP
-$522.1K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
-$491.2K
156,751
-1%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$489.5K
635,985
-2%
增持
VSGX
VANGUARD WORLD FD
+$488.0K
77,844
+20%
增持
SCHA
SCHWAB STRATEGIC TR
-$477.6K
213,114
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$474.2K
37,857
-17%
减持
FNDF
SCHWAB STRATEGIC TR
-$473.6K
232,190
-4%
增持
JNJ
JOHNSON & JOHNSON
-$473.5K
68,405
+2%
增持
EFG
ISHARES TR
+$467.0K
51,117
+24%
减持
LPX
LOUISIANA PAC CORP
-$445.8K
5,393
-46%
减持
SCHH
SCHWAB STRATEGIC TR
-$443.6K
194,383
-3%
建仓
BIL
SPDR SER TR
+$442.9K
4,824
建仓
MRVL
MARVELL TECHNOLOGY INC
+$434.0K
8,017
建仓
ALK
ALASKA AIR GROUP INC
+$424.6K
11,452
减持
FNDX
SCHWAB STRATEGIC TR
-$420.7K
30,811
-17%
减持
PFE
PFIZER INC
-$418.0K
54,403
-10%
增持
NULV
NUSHARES ETF TR
+$413.2K
361,850
+7%
建仓
EXR
EXTRA SPACE STORAGE INC
+$407.9K
3,355
增持
—
LINDE PLC
+$406.0K
2,868
+65%
减持
F
FORD MTR CO DEL
-$402.5K
51,181
-25%
清仓
SRE
SEMPRA
-$398.3K
0
-100%
增持
VV
VANGUARD INDEX FDS
-$397.0K
61,488
+0%
增持
OMC
OMNICOM GROUP INC
-$394.6K
38,086
+12%
减持
META
META PLATFORMS INC
+$392.4K
30,770
-0%
减持
FNDE
SCHWAB STRATEGIC TR
-$387.6K
130,461
-8%
增持
IEMG
ISHARES INC
+$384.9K
1,504,983
+4%
清仓
SPMB
SPDR SER TR
-$374.0K
0
-100%
减持
CMF
ISHARES TR
-$367.9K
25,428
-18%
增持
ESML
ISHARES TR
-$362.3K
233,138
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$361.6K
1,005,010
-2%
清仓
—
LIFE STORAGE INC
-$351.0K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$343.5K
20,905
+21%
减持
LMT
LOCKHEED MARTIN CORP
-$339.7K
1,257
-32%
减持
DHS
WISDOMTREE TR
-$331.7K
13,819
-22%
清仓
AFG
AMERICAN FINL GROUP INC OHIO
-$323.4K
0
-100%
增持
SCCO
SOUTHERN COPPER CORP
+$318.0K
28,157
+12%
清仓
PLAB
PHOTRONICS INC
-$317.5K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$315.9K
9,922
+5%
减持
IJS
ISHARES TR
-$313.8K
45,853
-1%
增持
UNP
UNION PAC CORP
+$313.2K
6,312
+33%
增持
CRM
SALESFORCE INC
+$311.3K
5,270
+47%
增持
COMT
ISHARES U S ETF TR
+$310.8K
34,392
+29%
减持
NKE
NIKE INC
-$309.9K
16,315
-4%
建仓
CATY
CATHAY GEN BANCORP
+$309.5K
8,905
建仓
HUBG
HUB GROUP INC
+$307.6K
3,916
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$306.3K
5,148
-33%
减持
QQQ
INVESCO QQQ TR
-$305.7K
19,277
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$300.5K
4,165
+11%
建仓
NVO
NOVO-NORDISK A S
+$296.6K
3,262
建仓
ETD
ETHAN ALLEN INTERIORS INC
+$294.9K
9,864
增持
WSO
WATSCO INC
+$292.4K
6,764
+14%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$292.3K
1,536
增持
DFAT
DIMENSIONAL ETF TRUST
-$287.0K
834,068
+1%
增持
TWLO
TWILIO INC
+$285.4K
17,617
+50%
建仓
NVS
NOVARTIS AG
+$285.1K
2,799
增持
PLD
PROLOGIS INC.
+$282.9K
6,184
+85%
减持
ABT
ABBOTT LABS
-$275.3K
12,602
-8%
建仓
SFM
SPROUTS FMRS MKT INC
+$275.3K
6,432
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$273.2K
36,282
+5%
清仓
SPYG
SPDR SER TR
-$267.8K
0
-100%
清仓
—
AON PLC
-$267.5K
0
-100%
建仓
—
ENCORE WIRE CORP
+$266.8K
1,462
清仓
DNLI
DENALI THERAPEUTICS INC
-$266.6K
0
-100%