小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 1
增持 96
减持 44
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$102.0M
526,001
-61%
增持
MTUM
ISHARES TR
+$33.0M
960,518
+16%
增持
DFUV
DIMENSIONAL ETF TRUST
+$15.2M
2,474,894
+10%
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
VTIP
VANGUARD MALVERN FDS
+$14.8M
3,545,676
+8%
增持
QUAL
ISHARES TR
+$14.1M
842,162
+5%
增持
IQLT
ISHARES TR
+$12.0M
2,719,885
+5%
减持
VNQ
VANGUARD INDEX FDS
-$11.3M
389,682
-34%
增持
NFLX
NETFLIX INC
+$11.3M
20,242
+347%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$9.0M
2,087,209
+3%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$7.5M
89,301
+26%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.0M
1,184,341
+3%
减持
EFV
ISHARES TR
+$6.8M
1,584,275
-0%
增持
NVR
NVR INC
+$6.3M
2,365
+6%
减持
DELL
DELL TECHNOLOGIES INC
-$6.0M
82,161
-28%
增持
SJNK
SPDR SER TR
+$5.9M
2,737,038
+6%
减持
IEMG
ISHARES INC
+$5.8M
1,625,618
-1%
减持
MSFT
MICROSOFT CORP
-$5.4M
188,263
-3%
增持
CARR
CARRIER GLOBAL CORPORATION
+$4.7M
198,543
+11%
增持
GILD
GILEAD SCIENCES INC
+$4.3M
136,785
+32%
增持
—
BLACKROCK INC
+$3.9M
15,124
+14%
增持
ORCL
ORACLE CORP
+$3.6M
99,807
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.6M
236,445
+11%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.5M
846,284
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
748,107
+2%
增持
VOT
VANGUARD INDEX FDS
+$3.2M
22,596
+129%
减持
DFIV
DIMENSIONAL ETF TRUST
+$3.2M
1,759,499
-1%
增持
PHM
PULTE GROUP INC
+$3.2M
68,789
+13%
增持
—
ARCH CAP GROUP LTD
+$3.1M
190,448
+5%
增持
ABBV
ABBVIE INC
+$3.0M
78,933
+8%
减持
VTV
VANGUARD INDEX FDS
+$3.0M
283,987
-2%
增持
VOE
VANGUARD INDEX FDS
+$2.9M
47,179
+43%
增持
MGK
VANGUARD WORLD FD
+$2.9M
36,144
+31%
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
34,522
+6%
减持
OZ
BELPOINTE PREP LLC
+$2.9M
262,218
-0%
清仓
—
ISHARES INC
-$2.9M
0
-100%
增持
—
AMDOCS LTD
+$2.8M
105,249
+30%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
92,771
+0%
减持
GOOGL
ALPHABET INC
-$2.8M
67,036
-12%
减持
META
META PLATFORMS INC
+$2.7M
77,302
-6%
增持
VBR
VANGUARD INDEX FDS
+$2.7M
119,061
+2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$2.7M
303,896
-27%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.7M
906,854
+3%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.6M
563,307
+8%
增持
AVGO
BROADCOM INC
-$2.6M
35,649
+555%
增持
AFL
AFLAC INC
+$2.6M
88,294
+8%
减持
TSLA
TESLA INC
+$2.6M
64,767
-11%
减持
AVDV
AMERICAN CENTY ETF TR
+$2.6M
501,628
-1%
增持
CSCO
CISCO SYS INC
+$2.5M
293,315
+7%
增持
AMZN
AMAZON COM INC
+$2.5M
175,873
+12%
减持
AAPL
APPLE INC
+$2.4M
443,163
-7%
增持
EFG
ISHARES TR
+$2.4M
108,045
+20%
增持
IJR
ISHARES TR
+$2.4M
87,573
+19%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.3M
397,376
+9%
增持
MGC
VANGUARD WORLD FD
+$2.3M
65,673
+15%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.2M
559,918
+3%
增持
LEN
LENNAR CORP
+$2.2M
39,678
+14%
增持
RS
RELIANCE INC
+$2.2M
37,928
+24%
增持
CVX
CHEVRON CORP NEW
+$2.2M
52,846
+49%
增持
NULV
NUSHARES ETF TR
+$1.9M
380,346
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.9M
65,059
+27%
减持
SNAP
SNAP INC
-$1.9M
285,340
-3%
增持
HPQ
HP INC
+$1.6M
428,291
+9%
减持
GOOG
ALPHABET INC
-$1.6M
95,238
-0%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.5M
745,674
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.5M
303,029
+0%
增持
—
INTERPUBLIC GROUP COS INC
+$1.5M
206,913
+19%
增持
IWC
ISHARES TR
+$1.5M
102,235
+4%
增持
AZO
AUTOZONE INC
+$1.4M
3,338
+9%
增持
CI
THE CIGNA GROUP
+$1.4M
22,770
+16%
增持
HD
HOME DEPOT INC
+$1.4M
16,633
+6%
清仓
—
JUNIPER NETWORKS INC
-$1.3M
0
-100%
增持
OMC
OMNICOM GROUP INC
+$1.3M
57,336
+12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.3M
13,564
+31%
增持
IVV
ISHARES TR
+$1.2M
15,449
+10%
增持
ESML
ISHARES TR
+$1.2M
253,788
+4%
增持
MCD
MCDONALDS CORP
+$1.2M
14,317
+16%
减持
BA
BOEING CO
-$1.2M
11,068
-29%
增持
HYMB
SPDR SER TR
+$1.1M
560,119
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
6,783
+21%
增持
WMT
WALMART INC
+$1.0M
39,451
+25%
增持
VFMO
VANGUARD WELLINGTON FD
+$1.0M
63,247
+4%
减持
SCHW
SCHWAB CHARLES CORP
-$1.0M
101,245
-2%
减持
INTC
INTEL CORP
-$1.0M
58,581
-24%
增持
—
LAM RESEARCH CORP
-$985.9K
7,384
+12%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$966.2K
25,972
增持
—
HOLOGIC INC
+$951.7K
61,441
+13%
增持
DWX
SPDR INDEX SHS FDS
+$944.7K
219,104
+1%
增持
DHR
DANAHER CORPORATION
+$940.7K
25,426
+4%
减持
VB
VANGUARD INDEX FDS
+$939.7K
53,596
-1%
增持
ROK
ROCKWELL AUTOMATION INC
+$929.4K
4,879
+253%
增持
JBL
JABIL INC
+$925.0K
30,109
+22%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$924.6K
35,718
+10%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$909.0K
213,281
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$904.0K
248,934
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$902.0K
230,990
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$874.5K
204,918
+0%
增持
AMAT
APPLIED MATLS INC
-$867.3K
59,989
+9%
增持
VBK
VANGUARD INDEX FDS
+$855.2K
9,980
+38%
减持
QCOM
QUALCOMM INC
-$850.0K
9,430
-23%
减持
JNJ
JOHNSON & JOHNSON
+$847.8K
68,233
-2%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$834.4K
65,413
+24%
增持
—
EXXON MOBIL CORP
+$819.3K
67,351
+10%
减持
SCHV
SCHWAB STRATEGIC TR
+$807.5K
138,389
-1%
减持
EWX
SPDR INDEX SHS FDS
+$797.3K
181,785
-0%
减持
VTI
VANGUARD INDEX FDS
-$787.1K
52,194
-10%
增持
VYM
VANGUARD WHITEHALL FDS
+$783.5K
75,548
+1%
增持
MCK
MCKESSON CORP
-$773.4K
28,070
+12%
增持
T
AT&T INC
+$770.9K
178,645
+8%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$768.0K
555,454
-6%
减持
IVE
ISHARES TR
-$762.5K
3,729
-55%
减持
NUMV
NUSHARES ETF TR
+$756.2K
259,267
-3%
减持
MU
MICRON TECHNOLOGY INC
-$748.0K
4,273
-53%
增持
WSO
WATSCO INC
+$741.7K
10,337
+10%
减持
VV
VANGUARD INDEX FDS
+$741.6K
54,456
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$736.4K
22,727
+13%
增持
—
ACCENTURE PLC IRELAND
+$714.1K
8,609
+12%
减持
SBUX
STARBUCKS CORP
+$696.8K
38,438
-2%
增持
ADBE
ADOBE INC
+$689.0K
28,480
+13%
清仓
BBY
BEST BUY INC
-$684.0K
0
-100%
减持
WEC
WEC ENERGY GROUP INC
+$668.6K
37,785
-0%
增持
LOW
LOWES COS INC
+$664.3K
8,476
+15%
减持
AMGN
AMGEN INC
-$651.8K
12,985
-16%
增持
GIS
GENERAL MLS INC
+$649.2K
13,053
+162%
减持
FPE
FIRST TR EXCH TRADED FD III
+$618.1K
1,061,134
-1%
清仓
IBB
ISHARES TR
-$616.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$611.5K
20,794
+4%
增持
DE
DEERE & CO
+$590.7K
6,611
+14%
减持
IEFA
ISHARES TR
-$590.0K
18,390
-34%
增持
PEP
PEPSICO INC
+$587.5K
21,711
+15%
增持
SCCO
SOUTHERN COPPER CORP
+$577.8K
38,694
+7%
减持
SCHH
SCHWAB STRATEGIC TR
-$564.5K
182,128
-24%
增持
EW
EDWARDS LIFESCIENCES CORP
-$559.0K
32,116
+11%
减持
IVW
ISHARES TR
-$547.2K
9,498
-40%
增持
KR
KROGER CO
+$537.0K
49,727
+7%
减持
IOT
SAMSARA INC
+$536.8K
37,877
-1%
清仓
—
ENCORE WIRE CORP
-$524.3K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$518.9K
2,064
+40%
清仓
VUSB
VANGUARD BD INDEX FDS
-$515.9K
0
-100%
减持
PH
PARKER-HANNIFIN CORP
+$510.8K
4,133
-0%
清仓
IRM
IRON MTN INC DEL
-$502.7K
0
-100%
增持
EXPD
EXPEDITORS INTL WASH INC
+$499.7K
25,757
+11%
减持
MGV
VANGUARD WORLD FD
+$493.7K
92,843
-4%
增持
VOO
VANGUARD INDEX FDS
+$484.1K
13,331
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$482.8K
2,544
+323%
清仓
WAFD
WAFD INC
-$479.8K
0
-100%
清仓
DIOD
DIODES INC
-$472.9K
0
-100%
增持
—
CONFLUENT INC
-$458.7K
50,196
+0%
增持
O
REALTY INCOME CORP
+$456.6K
16,694
+46%
增持
MA
MASTERCARD INCORPORATED
+$456.1K
4,054
+16%
增持
KO
COCA COLA CO
+$451.6K
36,692
+7%
