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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 98
减持 34
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$112.0M
301,521
+251%
增持
QUAL
ISHARES TR
+$32.5M
749,636
+27%
增持
MTUM
ISHARES TR
+$18.8M
819,829
+4%
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
AAPL
APPLE INC
+$16.4M
636,692
+3%
增持
IQLT
ISHARES TR
+$14.0M
2,394,377
+6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$13.2M
2,065,286
+10%
增持
VTIP
VANGUARD MALVERN FDS
+$11.4M
3,079,163
+8%
增持
MSFT
MICROSOFT CORP
+$10.8M
166,305
+1%
增持
VNQ
VANGUARD INDEX FDS
+$10.7M
600,634
+7%
增持
EFV
ISHARES TR
+$9.7M
1,475,664
+8%
增持
OZ
BELPOINTE PREP LLC
+$8.7M
275,137
+88%
增持
IEMG
ISHARES INC
+$7.5M
1,564,056
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.0M
1,121,946
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.3M
848,654
+2%
增持
AMZN
AMAZON COM INC
+$5.9M
153,395
+12%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.6M
1,971,788
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.4M
154,238
+28%
增持
SCHC
SCHWAB STRATEGIC TR
+$4.3M
491,113
+24%
增持
SJNK
SPDR SER TR
+$4.3M
2,529,143
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.3M
767,307
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$4.0M
94,169
-1%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$3.7M
380,682
+18%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.6M
482,327
+5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.6M
1,737,054
+1%
建仓
WEC
WEC ENERGY GROUP INC
+$3.2M
38,289
增持
META
META PLATFORMS INC
+$2.9M
34,319
+12%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$2.9M
56,420
+8%
增持
SNAP
SNAP INC
+$2.9M
327,691
+10%
减持
VTV
VANGUARD INDEX FDS
+$2.7M
319,210
-2%
减持
AVGO
BROADCOM INC
-$2.7M
2,885
-59%
增持
ESGD
ISHARES TR
+$2.7M
304,334
+3%
增持
NVR
NVR INC
+$2.6M
2,113
+4%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
56,456
+11%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.4M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$2.4M
27,537
-1%
减持
—
SPLUNK INC
-$2.3M
6,416
-72%
增持
EFG
ISHARES TR
+$2.3M
69,483
+36%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.3M
295,728
+16%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.2M
830,084
+4%
增持
HYD
VANECK ETF TRUST
+$2.2M
127,809
+43%
增持
MGK
VANGUARD WORLD FD
+$2.2M
27,084
+26%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.2M
440,637
+20%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.1M
780,357
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$2.1M
299,956
-0%
增持
DELL
DELL TECHNOLOGIES INC
+$2.0M
175,447
+6%
增持
PHM
PULTE GROUP INC
+$2.0M
49,214
+17%
减持
CVX
CHEVRON CORP NEW
-$1.9M
88,553
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.9M
144,034
+25%
增持
MGC
VANGUARD WORLD FD
+$1.9M
46,653
+18%
增持
MUB
ISHARES TR
+$1.9M
58,086
+35%
减持
JNJ
JOHNSON & JOHNSON
-$1.9M
56,062
-18%
增持
AMAT
APPLIED MATLS INC
+$1.9M
49,347
+11%
增持
SPIB
SPDR SER TR
+$1.9M
222,924
+28%
增持
IJR
ISHARES TR
+$1.7M
60,423
+19%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.7M
1,053,924
+5%
减持
TSLA
TESLA INC
-$1.7M
44,041
-13%
减持
ADBE
ADOBE INC
+$1.6M
25,207
-4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.6M
222,181
-1%
增持
MGV
VANGUARD WORLD FD
+$1.6M
79,918
+14%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$1.6M
95,946
减持
VBR
VANGUARD INDEX FDS
+$1.6M
118,263
-4%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.6M
241,513
+24%
增持
NUMV
NUSHARES ETF TR
+$1.5M
268,186
+10%
减持
COR
CENCORA INC
-$1.5M
1,111
-89%
增持
SCHW
SCHWAB CHARLES CORP
+$1.5M
97,631
+3%
增持
ESML
ISHARES TR
+$1.4M
243,496
+4%
增持
TRV
TRAVELERS COMPANIES INC
+$1.4M
38,236
+6%
增持
GOOG
ALPHABET INC
+$1.4M
83,614
+6%
建仓
BIIB
BIOGEN INC
+$1.4M
5,234
增持
HD
HOME DEPOT INC
+$1.3M
14,270
+20%
增持
LEN
LENNAR CORP
+$1.3M
26,715
+11%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
12,750
+17%
增持
QQQ
INVESCO QQQ TR
+$1.2M
19,868
+3%
增持
DHR
DANAHER CORPORATION
+$1.2M
8,868
+166%
增持
ESGE
ISHARES INC
+$1.2M
345,517
+6%
建仓
CAH
CARDINAL HEALTH INC
+$1.2M
11,971
增持
ABBV
ABBVIE INC
+$1.2M
64,694
+9%
减持
VV
VANGUARD INDEX FDS
+$1.2M
60,575
-1%
增持
GOOGL
ALPHABET INC
+$1.2M
100,932
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
75,500
+7%
增持
—
EXXON MOBIL CORP
-$1.2M
124,905
+8%
增持
GILD
GILEAD SCIENCES INC
+$1.1M
99,536
+8%
减持
—
BLACKROCK INC
-$1.1M
7,000
-33%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.1M
4,880
建仓
—
BUNGE GLOBAL SA
+$1.1M
10,459
增持
IVV
ISHARES TR
+$1.1M
15,135
+5%
清仓
—
BUNGE LIMITED
-$1.0M
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
+$1.0M
208,383
-2%
减持
SPYV
SPDR SER TR
-$983.5K
70,285
-32%
增持
NULV
NUSHARES ETF TR
+$970.8K
365,507
+1%
增持
AFL
AFLAC INC
+$938.7K
66,806
+12%
减持
INTC
INTEL CORP
+$927.7K
72,715
-5%
增持
—
ARCH CAP GROUP LTD
-$884.2K
178,104
+1%
增持
VOE
VANGUARD INDEX FDS
+$882.9K
24,968
+19%
减持
PANW
PALO ALTO NETWORKS INC
-$880.2K
6,453
-46%
减持
HPQ
HP INC
+$840.3K
329,430
-7%
增持
CI
THE CIGNA GROUP
+$795.3K
17,032
+13%
增持
DES
WISDOMTREE TR
+$789.0K
136,420
+7%
减持
SHM
SPDR SER TR
-$772.2K
175,110
-11%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$771.9K
42,745
+4%
减持
V
VISA INC
+$759.5K
27,632
-1%
增持
VSGX
VANGUARD WORLD FD
+$752.0K
84,632
+9%
减持
—
LAM RESEARCH CORP
+$746.3K
5,998
-5%
增持
BAC
BANK AMERICA CORP
+$740.1K
59,300
+29%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$736.6K
262,901
+2%
增持
ESGU
ISHARES TR
+$700.8K
62,343
+0%
建仓
TXO
TXO PARTNERS LP
+$689.6K
37,933
增持
WSO
WATSCO INC
+$683.0K
7,557
+12%
增持
DWX
SPDR INDEX SHS FDS
+$682.2K
228,211
+1%
建仓
UBER
UBER TECHNOLOGIES INC
+$680.7K
11,055
增持
OMC
OMNICOM GROUP INC
+$674.9K
40,591
+7%
清仓
—
VMWARE INC
-$671.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$671.2K
18,265
+9%
减持
VB
VANGUARD INDEX FDS
+$656.9K
57,530
-6%
增持
—
INTERPUBLIC GROUP COS INC
+$652.3K
122,986
+5%
增持
SCCO
SOUTHERN COPPER CORP
+$649.6K
32,178
+14%
减持
STIP
ISHARES TR
-$642.1K
186,822
-5%
增持
VO
VANGUARD INDEX FDS
+$641.9K
7,231
+45%
增持
RS
RELIANCE STEEL & ALUMINUM CO
+$632.4K
13,671
+12%
减持
IJS
ISHARES TR
+$630.8K
45,812
-0%
清仓
FMC
FMC CORP
-$628.6K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$627.9K
38,365
+6%
减持
BA
BOEING CO
+$626.4K
9,489
-2%
增持
FNDF
SCHWAB STRATEGIC TR
+$614.2K
236,219
+2%
减持
SHY
ISHARES TR
-$608.1K
16,801
-32%
增持
KLAC
KLA CORP
+$599.3K
3,708
+9%
增持
CRM
SALESFORCE INC
+$583.3K
6,278
+19%
增持
VBK
VANGUARD INDEX FDS
+$583.1K
5,594
+56%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$572.0K
0
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
+$569.7K
4,549
+196%
增持
XLK
SELECT SECTOR SPDR TR
+$562.5K
10,904
+16%
增持
IOT
SAMSARA INC
+$558.6K
66,389
+1%
减持
—
ARISTA NETWORKS INC
+$557.4K
11,838
-2%
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$550.9K
26,015
增持
UNP
UNION PAC CORP
+$536.2K
7,416
+17%
减持
EWX
SPDR INDEX SHS FDS
+$527.7K
188,853
-0%
增持
VOT
VANGUARD INDEX FDS
+$526.9K
6,966
+35%
建仓
IGHG
PROSHARES TR
+$526.0K
6,979
减持
IWC
ISHARES TR
+$521.1K
102,403
-10%
增持
AZO
AUTOZONE INC
+$518.1K
2,895
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$512.7K
3,883
+27%
建仓
—
STAR BULK CARRIERS CORP.
+$510.2K
24,000
增持
PBP
INVESCO EXCHANGE TRADED FD T
+$510.0K
217,781
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$497.3K
4,933
+18%
建仓
—
GOLDEN OCEAN GROUP LTD
+$488.0K
50,000
减持
DHS
WISDOMTREE TR
-$487.5K
7,194
-48%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$468.6K
4,780
增持
DFUS
DIMENSIONAL ETF TRUST
+$466.1K
62,357
+5%
减持
HYMB
SPDR SER TR
-$465.0K
490,073
-9%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$457.4K
19,060
+18%
