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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 101
减持 28
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$77.0M
250,447
-17%
减持
AAPL
APPLE INC
-$40.1M
481,086
-24%
增持
MTUM
ISHARES TR
+$25.2M
821,075
+0%
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
QUAL
ISHARES TR
+$17.5M
777,913
+4%
增持
MSFT
MICROSOFT CORP
+$12.9M
179,257
+8%
增持
DFUV
DIMENSIONAL ETF TRUST
+$10.5M
2,135,636
+3%
增持
IQLT
ISHARES TR
+$10.0M
2,519,098
+5%
增持
MCK
MCKESSON CORP
+$9.3M
22,691
+265%
减持
CVX
CHEVRON CORP NEW
-$8.0M
33,192
-63%
增持
VTIP
VANGUARD MALVERN FDS
+$6.8M
3,195,453
+4%
增持
EFV
ISHARES TR
+$6.8M
1,537,958
+4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.0M
1,788,041
+3%
增持
RS
RELIANCE INC
+$5.7M
28,562
+109%
减持
—
EXXON MOBIL CORP
-$5.6M
59,407
-52%
增持
IEMG
ISHARES INC
+$5.3M
1,636,511
+5%
增持
COST
COSTCO WHSL CORP NEW
+$5.2M
31,959
+16%
增持
AMZN
AMAZON COM INC
+$5.2M
158,202
+3%
减持
OZ
BELPOINTE PREP LLC
-$4.8M
270,928
-2%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$4.5M
66,971
+19%
增持
—
BLACKROCK INC
+$4.3M
11,923
+70%
减持
TRV
TRAVELERS COMPANIES INC
-$4.2M
13,417
-65%
增持
—
ARCH CAP GROUP LTD
+$4.0M
186,183
+5%
增持
DHR
DANAHER CORPORATION
+$3.9M
23,959
+170%
减持
SPY
SPDR S&P 500 ETF TR
+$3.9M
92,961
-1%
增持
LLY
ELI LILLY & CO
+$3.4M
7,819
+71%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.4M
184,010
+19%
增持
NVR
NVR INC
+$3.2M
2,219
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.2M
505,483
+5%
增持
ORCL
ORACLE CORP
+$3.1M
93,221
+15%
减持
META
META PLATFORMS INC
+$3.1M
31,430
-8%
增持
AMAT
APPLIED MATLS INC
+$3.0M
53,447
+8%
增持
ABBV
ABBVIE INC
+$3.0M
71,559
+11%
减持
DELL
DELL TECHNOLOGIES INC
-$2.9M
92,623
-47%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.5M
2,006,129
+2%
增持
VTI
VANGUARD INDEX FDS
+$2.5M
61,242
+8%
增持
ESGD
ISHARES TR
+$2.4M
317,597
+4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.3M
786,768
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.2M
856,066
+1%
减持
GOOGL
ALPHABET INC
-$2.2M
79,054
-22%
增持
MGV
VANGUARD WORLD FD
+$2.1M
90,991
+14%
增持
ADBE
ADOBE INC
-$2.1M
25,604
+2%
增持
AZO
AUTOZONE INC
+$2.1M
3,040
+5%
增持
MGC
VANGUARD WORLD FD
+$2.1M
53,383
+14%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.1M
333,253
+13%
增持
COR
CENCORA INC
+$2.1M
9,409
+747%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.9M
175,592
+22%
增持
CI
THE CIGNA GROUP
+$1.9M
19,336
+14%
增持
PHM
PULTE GROUP INC
+$1.9M
57,896
+18%
减持
SNAP
SNAP INC
-$1.9M
317,630
-3%
清仓
MRNA
MODERNA INC
-$1.8M
0
-100%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.8M
528,741
+8%
增持
SJNK
SPDR SER TR
+$1.8M
2,591,643
+2%
增持
NULV
NUSHARES ETF TR
+$1.8M
383,379
+5%
建仓
EME
EMCOR GROUP INC
+$1.8M
5,003
增持
GOOG
ALPHABET INC
+$1.7M
88,723
+6%
增持
EFG
ISHARES TR
+$1.7M
81,005
+17%
建仓
FDX
FEDEX CORP
+$1.7M
5,754
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.6M
423,057
+11%
增持
—
AMDOCS LTD
+$1.6M
88,288
+22%
增持
HPQ
HP INC
+$1.6M
380,671
+16%
增持
—
LAM RESEARCH CORP
+$1.6M
6,444
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
229,179
+2%
增持
LEN
LENNAR CORP
+$1.5M
31,695
+19%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.5M
490,369
+11%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.4M
13,739
-79%
建仓
ADI
ANALOG DEVICES INC
+$1.4M
6,904
清仓
BIIB
BIOGEN INC
-$1.4M
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$1.3M
300,933
-6%
增持
AFL
AFLAC INC
+$1.3M
78,919
+18%
增持
—
INTERPUBLIC GROUP COS INC
+$1.2M
160,715
+31%
建仓
CNC
CENTENE CORP DEL
+$1.2M
15,656
减持
V
VISA INC
-$1.2M
21,407
-23%
增持
HYMB
SPDR SER TR
+$1.2M
530,080
+8%
建仓
L
LOEWS CORP
+$1.2M
15,567
建仓
MOH
MOLINA HEALTHCARE INC
+$1.2M
2,964
减持
PM
PHILIP MORRIS INTL INC
-$1.2M
8,930
-59%
建仓
CME
CME GROUP INC
+$1.2M
5,623
增持
CMCSA
COMCAST CORP NEW
+$1.2M
53,442
+112%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.2M
1,242
+440%
增持
OMC
OMNICOM GROUP INC
+$1.2M
48,449
+19%
减持
KLAC
KLA CORP
-$1.2M
1,405
-62%
减持
VBR
VANGUARD INDEX FDS
+$1.1M
116,827
-1%
增持
HD
HOME DEPOT INC
+$1.1M
15,781
+11%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
19,858
+115%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$1.1M
0
-100%
增持
TXN
TEXAS INSTRS INC
+$1.1M
10,122
+145%
增持
SCCO
SOUTHERN COPPER CORP
+$1.1M
35,903
+12%
增持
NUMV
NUSHARES ETF TR
+$1.0M
277,516
+3%
清仓
—
SPLUNK INC
-$977.5K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$969.9K
850,502
+2%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$929.6K
32,086
+9%
增持
NFLX
NETFLIX INC
+$927.8K
4,507
+21%
增持
STLD
STEEL DYNAMICS INC
+$914.2K
20,739
+13%
增持
PG
PROCTER AND GAMBLE CO
+$909.2K
23,763
+18%
增持
SCHW
SCHWAB CHARLES CORP
+$846.4K
104,554
+7%
增持
VOO
VANGUARD INDEX FDS
+$845.8K
13,345
+5%
增持
CSCO
CISCO SYS INC
+$844.1K
278,195
+8%
增持
ESML
ISHARES TR
+$843.6K
250,781
+3%
增持
NOW
SERVICENOW INC
+$837.9K
1,365
+376%
增持
DFAS
DIMENSIONAL ETF TRUST
+$832.6K
300,224
+0%
增持
—
HOLOGIC INC
+$831.8K
52,116
+15%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$824.4K
51,974
+22%
增持
LOW
LOWES COS INC
+$823.0K
5,748
+100%
建仓
ELV
ELEVANCE HEALTH INC
+$821.9K
1,585
减持
VFMO
VANGUARD WELLINGTON FD
+$815.2K
64,987
-5%
减持
SCHV
SCHWAB STRATEGIC TR
+$793.4K
142,581
-0%
增持
IEFA
ISHARES TR
+$760.1K
20,883
+86%
增持
WSO
WATSCO INC
+$745.7K
9,222
+22%
增持
EW
EDWARDS LIFESCIENCES CORP
+$743.6K
25,792
+14%
增持
VOE
VANGUARD INDEX FDS
+$737.3K
27,952
+12%
建仓
FTV
FORTIVE CORP
+$729.5K
8,481
增持
AXP
AMERICAN EXPRESS CO
+$724.4K
6,702
+57%
增持
NOC
NORTHROP GRUMMAN CORP
+$700.4K
2,292
+171%
增持
KR
KROGER CO
+$681.3K
48,859
+6%
增持
IJR
ISHARES TR
+$681.2K
65,346
+8%
增持
STIP
ISHARES TR
+$664.4K
191,926
+3%
减持
SHM
SPDR SER TR
-$658.6K
162,520
-7%
建仓
XLE
SELECT SECTOR SPDR TR
+$650.2K
6,887
减持
SDY
SPDR SER TR
-$648.7K
5,879
-48%
建仓
VLTO
VERALTO CORP
+$645.4K
7,279
增持
MRSH
MARSH & MCLENNAN COS INC
+$645.3K
7,317
+61%
增持
AVGO
BROADCOM INC
+$643.9K
2,916
+1%
减持
VV
VANGUARD INDEX FDS
+$632.7K
57,755
-5%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$631.1K
8,904
增持
WMT
WALMART INC
+$609.3K
32,790
+279%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$604.8K
134,282
+40%
减持
VYM
VANGUARD WHITEHALL FDS
+$603.1K
74,644
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$599.2K
11,733
+30%
增持
PH
PARKER-HANNIFIN CORP
+$586.8K
4,497
+8%
增持
DE
DEERE & CO
+$568.5K
5,578
+29%
增持
AMD
ADVANCED MICRO DEVICES INC
+$568.3K
17,082
+0%
减持
QQQ
INVESCO QQQ TR
+$562.4K
19,591
-1%
增持
BAC
BANK AMERICA CORP
+$558.9K
67,394
+14%
建仓
SGOV
ISHARES TR
+$550.1K
5,462
减持
JPM
JPMORGAN CHASE & CO
+$543.7K
18,225
-0%
建仓
BIL
SPDR SER TR
+$543.1K
5,916
增持
FPE
FIRST TR EXCH TRADED FD III
+$540.1K
1,057,119
+0%
增持
NEE
NEXTERA ENERGY INC
+$533.7K
19,865
+64%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$529.7K
18,393
+69%
减持
ESGU
ISHARES TR
+$529.2K
61,501
-1%
清仓
IGHG
PROSHARES TR
-$526.0K
0
-100%
增持
COLB
COLUMBIA BKG SYS INC
-$524.6K
127,021
+14%
增持
DIS
DISNEY WALT CO
+$516.4K
15,323
+2%
减持
MGK
VANGUARD WORLD FD
+$515.3K
26,321
-3%
增持
FNDF
SCHWAB STRATEGIC TR
+$509.5K
238,055
+1%
增持
AMGN
AMGEN INC
+$508.0K
7,498
+33%
增持
NUE
NUCOR CORP
+$506.2K
7,537
+33%
减持
SPSB
SPDR SER TR
-$499.3K
213,323
-7%
清仓
EL
LAUDER ESTEE COS INC
-$492.3K
0
-100%
建仓
TXT
TEXTRON INC
+$491.8K
5,127
