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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 101
减持 25
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$36.6M
748,565
+42%
增持
QUAL
ISHARES TR
+$19.7M
958,349
+14%
建仓
BLK
BLACKROCK INC
+$16.7M
16,300
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。
清仓
—
BLACKROCK INC
-$14.4M
0
-100%
增持
MTUM
ISHARES TR
+$11.3M
995,986
+4%
增持
AAPL
APPLE INC
+$10.6M
454,544
+3%
减持
TSLA
TESLA INC
+$9.1M
64,393
-1%
增持
IEMG
ISHARES INC
-$7.1M
1,650,434
+2%
增持
AMZN
AMAZON COM INC
+$7.1M
181,727
+3%
增持
CSCO
CISCO SYS INC
+$6.4M
372,106
+27%
减持
NFLX
NETFLIX INC
-$6.2M
9,097
-55%
清仓
—
LAM RESEARCH CORP
-$6.0M
0
-100%
增持
IQLT
ISHARES TR
-$5.9M
2,881,182
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$5.7M
3,729,095
+5%
建仓
LRCX
LAM RESEARCH CORP
+$5.7M
78,823
建仓
LOAR
LOAR HOLDINGS INC
+$5.1M
68,372
建仓
ANET
ARISTA NETWORKS INC
+$5.0M
44,890
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$4.8M
87,287
-2%
减持
VNQ
VANGUARD INDEX FDS
-$4.8M
371,960
-5%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.7M
2,635,288
+6%
增持
META
META PLATFORMS INC
+$4.6M
83,468
+8%
清仓
—
ARISTA NETWORKS INC
-$4.4M
0
-100%
增持
EFV
ISHARES TR
-$4.4M
1,653,265
+4%
增持
MCK
MCKESSON CORP
+$4.2M
31,801
+13%
增持
NVR
NVR INC
-$3.6M
2,399
+1%
增持
GOOG
ALPHABET INC
+$3.2M
100,229
+5%
增持
—
ARCH CAP GROUP LTD
-$3.1M
197,111
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.0M
265,788
+12%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.0M
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.6M
964,855
+6%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$2.5M
157,660
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.5M
2,156,665
+3%
增持
GOOGL
ALPHABET INC
+$2.4M
71,539
+7%
增持
AVGO
BROADCOM INC
+$2.3M
36,258
+2%
减持
DHR
DANAHER CORPORATION
-$2.2M
21,030
-17%
减持
ADBE
ADOBE INC
-$2.2M
28,156
-1%
增持
PHM
PULTE GROUP INC
-$2.0M
72,064
+5%
增持
V
VISA INC
+$2.0M
24,868
+17%
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$2.0M
217,513
+2%
增持
CARR
CARRIER GLOBAL CORPORATION
-$1.9M
205,646
+4%
增持
QQQ
INVESCO QQQ TR
+$1.9M
23,642
+14%
增持
ESGD
ISHARES TR
-$1.9M
295,067
+2%
增持
LEN
LENNAR CORP
-$1.9M
40,860
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
-$1.7M
1,839,267
+5%
减持
OZ
BELPOINTE PREP LLC
+$1.7M
256,339
-2%
减持
PBP
INVESCO EXCHANGE TRADED FD T
-$1.7M
120,803
-40%
建仓
BITX
VOLATILITY SHS TR
+$1.7M
32,420
减持
COST
COSTCO WHSL CORP NEW
-$1.7M
31,570
-9%
增持
GILD
GILEAD SCIENCES INC
+$1.7M
142,167
+4%
增持
MGK
VANGUARD WORLD FD
+$1.7M
38,706
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
26,843
+18%
建仓
WSR
WHITESTONE REIT
+$1.5M
106,785
增持
SJNK
SPDR SER TR
+$1.5M
2,850,416
+4%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
66,590
-2%
增持
VTV
VANGUARD INDEX FDS
-$1.4M
284,417
+0%
增持
SPSB
SPDR SER TR
+$1.4M
249,956
+25%
建仓
—
JOHNSON CTLS INTL PLC
+$1.4M
17,757
建仓
—
JUNIPER NETWORKS INC
+$1.4M
36,684
增持
SCHC
SCHWAB STRATEGIC TR
-$1.3M
589,540
+5%
增持
CI
THE CIGNA GROUP
-$1.3M
23,820
+5%
增持
MGC
VANGUARD WORLD FD
+$1.3M
69,940
+6%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.3M
328,136
+8%
增持
—
AMDOCS LTD
+$1.2M
122,470
+16%
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
104,832
+4%
增持
STIP
ISHARES TR
+$1.2M
196,070
+7%
增持
OKE
ONEOK INC NEW
+$1.2M
14,065
+449%
减持
DELL
DELL TECHNOLOGIES INC
-$1.2M
74,332
-10%
增持
AMAT
APPLIED MATLS INC
-$1.2M
67,341
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
28,183
+9%
增持
AVDV
AMERICAN CENTY ETF TR
-$1.1M
527,225
+5%
增持
AZO
AUTOZONE INC
+$1.1M
3,627
+9%
增持
JBL
JABIL INC
+$1.0M
32,104
+7%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.0M
829,109
+109%
减持
ESGE
ISHARES INC
-$972.2K
297,039
-1%
增持
VTI
VANGUARD INDEX FDS
+$936.6K
54,228
+4%
减持
VBR
VANGUARD INDEX FDS
-$933.6K
115,912
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
-$883.3K
21,075
+1%
增持
BAC
BANK AMERICA CORP
+$855.0K
87,530
+16%
增持
VOT
VANGUARD INDEX FDS
+$843.2K
25,004
+11%
增持
BSV
VANGUARD BD INDEX FDS
+$836.7K
30,276
+59%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$812.9K
43,780
+6%
增持
HPQ
HP INC
-$782.1K
446,848
+4%
增持
VOO
VANGUARD INDEX FDS
+$775.3K
14,494
+9%
减持
COMT
ISHARES U S ETF TR
-$774.0K
9,270
-76%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$769.8K
569,208
+2%
减持
SCHH
SCHWAB STRATEGIC TR
-$767.4K
163,935
-10%
增持
SCHE
SCHWAB STRATEGIC TR
-$766.2K
588,477
+4%
增持
LLY
ELI LILLY & CO
-$757.3K
7,363
+1%
增持
IWC
ISHARES TR
+$754.0K
102,483
+0%
减持
NUMV
NUSHARES ETF TR
-$734.5K
253,286
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$723.0K
254,053
+2%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$715.4K
64,788
-1%
增持
AMGN
AMGEN INC
-$713.8K
13,314
+3%
增持
OMC
OMNICOM GROUP INC
-$704.0K
60,715
+6%
增持
DFAT
DIMENSIONAL ETF TRUST
+$697.7K
858,363
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$690.3K
10,624
+43%
建仓
BSJU
INVESCO EXCH TRD SLF IDX FD
+$683.2K
26,604
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$682.2K
0
-100%
建仓
TFII
TFI INTL INC
+$675.5K
5,000
增持
MS
MORGAN STANLEY
+$667.5K
17,563
+19%
增持
WMT
WALMART INC
+$660.6K
42,571
+8%
增持
SCHV
SCHWAB STRATEGIC TR
-$652.4K
401,608
+190%
减持
NEE
NEXTERA ENERGY INC
-$649.5K
19,431
-20%
增持
T
AT&T INC
+$643.7K
200,874
+12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$641.7K
10,630
-22%
增持
GD
GENERAL DYNAMICS CORP
+$631.6K
5,856
+94%
增持
RTX
RTX CORPORATION
+$623.4K
17,451
+51%
增持
DWX
SPDR INDEX SHS FDS
-$620.2K
222,898
+2%
减持
VSGX
VANGUARD WORLD FD
-$608.8K
72,456
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$605.4K
838,833
+12%
增持
MA
MASTERCARD INCORPORATED
+$595.2K
4,932
+22%
增持
UPS
UNITED PARCEL SERVICE INC
+$593.5K
75,049
+15%
增持
PANW
PALO ALTO NETWORKS INC
+$577.1K
16,914
+131%
增持
SPIB
SPDR SER TR
+$567.2K
228,763
+11%
增持
SQ
BLOCK INC
+$561.5K
9,154
+184%
增持
DFAC
DIMENSIONAL ETF TRUST
+$528.1K
754,475
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$526.5K
2,495
+37%
增持
EWX
SPDR INDEX SHS FDS
-$522.6K
184,562
+2%
建仓
XLU
SELECT SECTOR SPDR TR
+$522.6K
6,904
增持
FDX
FEDEX CORP
+$520.6K
8,307
+25%
增持
CRM
SALESFORCE INC
+$519.8K
6,066
+10%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$516.5K
1,229,252
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$515.5K
89,942
-3%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$512.8K
10,454
增持
SCCO
SOUTHERN COPPER CORP
-$511.1K
43,505
+12%
建仓
FIX
COMFORT SYS USA INC
+$493.5K
1,164
增持
C
CITIGROUP INC
+$488.9K
21,878
+30%
增持
VYMI
VANGUARD WHITEHALL FDS
+$479.4K
12,870
+140%
增持
UNH
UNITEDHEALTH GROUP INC
-$467.9K
6,916
+2%
增持
ABBV
ABBVIE INC
-$466.3K
85,095
+8%
增持
IJR
ISHARES TR
+$452.1K
92,819
+6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$451.0K
4,228
-1%
增持
ROK
ROCKWELL AUTOMATION INC
+$438.3K
6,117
+25%
增持
SCHZ
SCHWAB STRATEGIC TR
-$432.7K
159,016
+87%
增持
VOE
VANGUARD INDEX FDS
+$429.5K
51,555
+9%
增持
NULV
NUSHARES ETF TR
-$426.4K
392,218
+3%
减持
TWLO
TWILIO INC
+$423.3K
12,635
-13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$422.1K
9,925
+12%
增持
SUB
ISHARES TR
+$416.5K
55,395
+8%
建仓
APP
APPLOVIN CORP
+$410.9K
1,269
建仓
BND
VANGUARD BD INDEX FDS
+$405.5K
5,639
建仓
—
SPOTIFY TECHNOLOGY S A
+$404.4K
904
建仓
FICO
FAIR ISAAC CORP
+$394.2K
198
增持
MSTR
MICROSTRATEGY INC
+$390.0K
2,773
+13%
增持
IVW
ISHARES TR
+$383.9K
12,738
+34%
增持
WFC
WELLS FARGO CO NEW
+$383.7K
22,758
+6%
减持
INTC
INTEL CORP
-$382.3K
49,478
-16%
减持
MCD
MCDONALDS CORP
-$380.6K
13,726
-4%
增持
WSO
WATSCO INC
+$380.3K
11,532
+12%
建仓
WMB
WILLIAMS COS INC
+$378.2K
6,988
