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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 10
增持 79
减持 54
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
-$60.4M
1,343,078
+436%
增持
META
META PLATFORMS INC
+$26.3M
82,338
+162%
减持
AAPL
APPLE INC
+$18.3M
478,629
-1%
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
+$11.0M
193,242
+8%
增持
QUAL
ISHARES TR
+$9.0M
801,579
+3%
增持
MTUM
ISHARES TR
+$7.9M
830,036
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$7.0M
3,297,294
+3%
增持
DELL
DELL TECHNOLOGIES INC
+$5.2M
114,159
+23%
增持
AVGO
BROADCOM INC
+$4.9M
5,446
+87%
增持
COST
COSTCO WHSL CORP NEW
+$4.3M
32,560
+2%
减持
VNQ
VANGUARD INDEX FDS
-$4.2M
588,145
-5%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$4.2M
70,709
+6%
增持
GOOG
ALPHABET INC
+$4.0M
95,343
+7%
增持
TSLA
TESLA INC
+$3.6M
72,572
+19%
减持
IEMG
ISHARES INC
+$3.1M
1,634,555
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$3.0M
839,855
-2%
增持
AMGN
AMGEN INC
+$2.7M
15,477
+106%
增持
MCK
MCKESSON CORP
+$2.5M
25,087
+11%
减持
VTV
VANGUARD INDEX FDS
-$2.4M
290,309
-4%
增持
HPQ
HP INC
+$2.3M
393,615
+3%
减持
GOOGL
ALPHABET INC
+$2.0M
76,398
-3%
增持
AMAT
APPLIED MATLS INC
+$2.0M
55,037
+3%
减持
DFIV
DIMENSIONAL ETF TRUST
-$1.9M
1,775,536
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.9M
212,933
+16%
减持
—
ISHARES INC
-$1.8M
104,374
-36%
减持
SPY
SPDR S&P 500 ETF TR
+$1.8M
92,602
-0%
减持
AMZN
AMAZON COM INC
+$1.8M
156,793
-1%
增持
ORCL
ORACLE CORP
+$1.7M
94,884
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.7M
2,028,398
+1%
减持
—
AMDOCS LTD
-$1.6M
80,748
-9%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.5M
877,126
+3%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.5M
521,093
+6%
减持
ESGD
ISHARES TR
-$1.4M
304,761
-4%
增持
MGC
VANGUARD WORLD FD
+$1.3M
57,342
+7%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
69,855
+24%
减持
OZ
BELPOINTE PREP LLC
-$1.3M
262,413
-3%
减持
GILD
GILEAD SCIENCES INC
-$1.3M
103,822
-10%
减持
SNAP
SNAP INC
+$1.3M
295,325
-7%
减持
IOT
SAMSARA INC
-$1.3M
38,155
-43%
增持
CAT
CATERPILLAR INC
+$1.2M
10,964
+66%
减持
VBR
VANGUARD INDEX FDS
-$1.2M
116,159
-1%
减持
IWC
ISHARES TR
-$1.2M
97,873
-4%
增持
MGK
VANGUARD WORLD FD
+$1.2M
27,682
+5%
减持
ADBE
ADOBE INC
+$1.1M
25,304
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.1M
178,928
+2%
增持
NVR
NVR INC
-$1.1M
2,227
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.1M
746,483
-5%
减持
TRV
TRAVELERS COMPANIES INC
-$1.1M
10,002
-25%
增持
MRK
MERCK & CO INC
+$1.0M
31,303
+46%
减持
—
ARCH CAP GROUP LTD
+$1.0M
180,919
-3%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.0M
364,936
+10%
增持
MU
MICRON TECHNOLOGY INC
+$964.2K
9,056
+370%
增持
IQLT
ISHARES TR
+$954.9K
2,582,903
+3%
建仓
IUSG
ISHARES TR
+$917.9K
7,200
减持
NULV
NUSHARES ETF TR
-$913.2K
370,069
-3%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$900.3K
417,237
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$887.6K
733,708
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$883.8K
51,239
-4%
增持
INTC
INTEL CORP
-$862.1K
76,958
+5%
增持
QQQ
INVESCO QQQ TR
+$838.5K
19,906
+2%
减持
SJNK
SPDR SER TR
-$819.8K
2,584,759
-0%
减持
CSCO
CISCO SYS INC
-$815.8K
275,077
-1%
增持
EFG
ISHARES TR
+$805.2K
90,056
+11%
增持
IVE
ISHARES TR
+$801.1K
8,229
+121%
增持
RS
RELIANCE INC
-$794.9K
30,637
+7%
减持
FNDF
SCHWAB STRATEGIC TR
-$789.4K
219,462
-8%
建仓
IWR
ISHARES TR
+$771.5K
9,515
增持
—
LAM RESEARCH CORP
+$750.9K
6,585
+2%
减持
VB
VANGUARD INDEX FDS
-$728.2K
53,998
-1%
增持
EFV
ISHARES TR
+$724.5K
1,591,052
+3%
减持
ESML
ISHARES TR
-$702.3K
244,069
-3%
减持
NUMV
NUSHARES ETF TR
-$695.8K
266,280
-4%
建仓
BBY
BEST BUY INC
+$684.0K
8,115
减持
VFMO
VANGUARD WELLINGTON FD
-$673.8K
60,968
-6%
减持
HD
HOME DEPOT INC
-$668.9K
15,642
-1%
增持
IVW
ISHARES TR
+$654.7K
15,741
+66%
清仓
—
GOLDEN OCEAN GROUP LTD
-$648.0K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$644.5K
8,705
+36%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$631.1K
0
-100%
减持
—
ARISTA NETWORKS INC
+$628.6K
11,588
-2%
增持
IJR
ISHARES TR
+$620.0K
73,524
+13%
建仓
IBB
ISHARES TR
+$616.7K
4,493
增持
DFUV
DIMENSIONAL ETF TRUST
+$616.0K
2,239,968
+5%
增持
VOE
VANGUARD INDEX FDS
+$605.3K
32,994
+18%
减持
STIP
ISHARES TR
-$598.1K
185,799
-3%
增持
WFC
WELLS FARGO CO NEW
+$582.6K
19,530
+96%
清仓
—
STAR BULK CARRIERS CORP.
-$572.9K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
-$562.4K
302,157
+1%
增持
PG
PROCTER AND GAMBLE CO
+$554.2K
26,738
+13%
增持
SCHX
SCHWAB STRATEGIC TR
+$547.8K
229,893
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$544.1K
1,153,284
+1%
增持
MGV
VANGUARD WORLD FD
+$541.9K
96,339
+6%
减持
MCD
MCDONALDS CORP
-$540.5K
12,375
-6%
增持
T
AT&T INC
+$535.3K
165,322
+11%
增持
CI
THE CIGNA GROUP
-$534.5K
19,627
+2%
减持
MUB
ISHARES TR
-$529.6K
55,258
-7%
减持
SCHV
SCHWAB STRATEGIC TR
-$518.4K
139,240
-2%
建仓
VUSB
VANGUARD BD INDEX FDS
+$515.9K
10,418
增持
—
BLACKROCK INC
+$507.3K
13,270
+11%
增持
PANW
PALO ALTO NETWORKS INC
+$506.4K
6,830
+7%
增持
AFL
AFLAC INC
+$504.1K
81,515
+3%
减持
FISV
FISERV INC
-$501.9K
6,785
-28%
增持
—
EATON CORP PLC
+$490.2K
3,820
+69%
增持
AZO
AUTOZONE INC
-$484.2K
3,069
+1%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$482.9K
0
-100%
减持
KR
KROGER CO
-$478.9K
46,313
-5%
增持
IEFA
ISHARES TR
+$475.4K
27,882
+34%
增持
ABBV
ABBVIE INC
-$469.8K
73,234
+2%
减持
NOW
SERVICENOW INC
-$457.8K
741
-46%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$455.2K
137,299
+18%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$450.7K
148,630
+19%
建仓
IUSV
ISHARES TR
+$441.5K
5,010
增持
KO
COCA COLA CO
+$439.2K
34,330
+20%
增持
VOT
VANGUARD INDEX FDS
+$437.1K
9,852
+27%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$434.8K
142,906
+19%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$428.8K
156,038
+19%
建仓
NVS
NOVARTIS AG
+$425.5K
3,997
增持
TXN
TEXAS INSTRS INC
+$423.9K
11,244
+11%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$423.7K
161,412
+20%
清仓
VEEV
VEEVA SYS INC
-$421.7K
0
-100%
增持
AVDV
AMERICAN CENTY ETF TR
-$418.8K
506,118
+0%
增持
JBL
JABIL INC
-$413.8K
24,662
+7%
减持
NUE
NUCOR CORP
-$411.3K
6,834
-9%
增持
SCHC
SCHWAB STRATEGIC TR
+$409.7K
543,525
+3%
减持
FDM
FIRST TR DOW JONES SELECT MI
-$406.3K
32,608
-13%
增持
JPM
JPMORGAN CHASE & CO.
+$405.3K
20,052
+10%
减持
SHOP
SHOPIFY INC
-$399.3K
7,619
-35%
减持
PH
PARKER-HANNIFIN CORP
-$398.7K
4,153
-8%
减持
SCHA
SCHWAB STRATEGIC TR
-$397.5K
203,979
-0%
增持
MA
MASTERCARD INCORPORATED
+$394.9K
3,504
+47%
减持
DWX
SPDR INDEX SHS FDS
-$379.4K
216,904
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$377.6K
1,675
+82%
减持
LLY
ELI LILLY & CO
+$377.2K
7,136
-9%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$374.8K
151,491
+15%
减持
MRSH
MARSH & MCLENNAN COS INC
-$372.2K
5,386
-26%
增持
SBUX
STARBUCKS CORP
-$371.5K
39,185
+5%
增持
NEE
NEXTERA ENERGY INC
+$370.8K
23,166
+17%
清仓
CHE
CHEMED CORP NEW
-$369.1K
0
-100%
建仓
SCHR
SCHWAB STRATEGIC TR
+$367.5K
7,536
建仓
MMM
3M CO
+$364.8K
3,570
增持
O
REALTY INCOME CORP
+$363.7K
11,400
+159%
减持
V
VISA INC
-$361.0K
21,387
-0%
增持
WSO
WATSCO INC
+$359.2K
9,375
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$354.7K
140,975
+14%
建仓
AMP
AMERIPRISE FINL INC
+$353.7K
828
减持
QCOM
QUALCOMM INC
+$353.5K
12,318
-1%
减持
VTI
VANGUARD INDEX FDS
-$350.4K
58,190
-5%
清仓
—
FERRARI N V
-$350.2K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$349.9K
3,131
-23%
增持
MS
MORGAN STANLEY
+$348.9K
13,445
+32%
