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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 75
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
IQLT
ISHARES TR
+$19.7M
3,190,711
+11%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$16.7M
64,833
+510%
增持
MO
ALTRIA GROUP INC
+$16.4M
312,270
+597%
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
PM
PHILIP MORRIS INTL INC
+$16.1M
109,466
+929%
增持
FISV
FISERV INC
+$15.6M
78,236
+871%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.4M
28,997
增持
TXN
TEXAS INSTRS INC
+$14.6M
92,439
+768%
增持
EFV
ISHARES TR
+$14.3M
1,713,962
+4%
减持
NVR
NVR INC
-$13.4M
853
-64%
增持
WMT
WALMART INC
+$13.0M
191,802
+351%
增持
VTIP
VANGUARD MALVERN FDS
+$12.9M
3,877,740
+4%
增持
ADI
ANALOG DEVICES INC
+$12.3M
70,237
+682%
减持
MCK
MCKESSON CORP
-$11.0M
10,590
-67%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$10.8M
13,434
-85%
减持
TSLA
TESLA INC
-$10.7M
58,915
-9%
减持
—
ARCH CAP GROUP LTD
-$10.7M
77,664
-61%
减持
—
AMDOCS LTD
-$10.2M
2,625
-98%
增持
BNY
BANK NEW YORK MELLON CORP
+$10.1M
126,592
+1664%
增持
PAYX
PAYCHEX INC
+$10.0M
67,235
+2146%
减持
CARR
CARRIER GLOBAL CORPORATION
-$9.8M
66,313
-68%
增持
CMI
CUMMINS INC
+$9.6M
32,576
+1792%
建仓
EBI
RBB FUND TRUST
+$9.5M
201,299
减持
RS
RELIANCE INC
-$9.4M
5,459
-87%
减持
BLK
BLACKROCK INC
-$9.1M
8,011
-51%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$8.7M
44,352
+317%
增持
JPM
JPMORGAN CHASE & CO.
+$8.7M
61,529
+129%
减持
UPS
UNITED PARCEL SERVICE INC
-$8.0M
13,383
-82%
减持
ORCL
ORACLE CORP
-$8.0M
63,462
-37%
增持
EMR
EMERSON ELEC CO
+$8.0M
77,335
+1729%
增持
DFIV
DIMENSIONAL ETF TRUST
+$7.9M
1,858,815
+1%
减持
AMAT
APPLIED MATLS INC
-$7.8M
21,919
-67%
减持
ABBV
ABBVIE INC
-$6.9M
39,026
-54%
建仓
MTB
M & T BK CORP
+$6.8M
37,805
清仓
—
INTERPUBLIC GROUP COS INC
-$6.4M
0
-100%
减持
PHM
PULTE GROUP INC
-$6.3M
14,878
-79%
减持
GILD
GILEAD SCIENCES INC
-$6.3M
61,118
-57%
增持
MSFT
MICROSOFT CORP
-$6.0M
198,941
+4%
增持
DFUV
DIMENSIONAL ETF TRUST
+$6.0M
2,762,034
+5%
减持
CI
THE CIGNA GROUP
-$6.0M
1,802
-92%
建仓
APO
APOLLO GLOBAL MGMT INC
+$6.0M
43,655
增持
PYPL
PAYPAL HLDGS INC
+$5.9M
100,389
+1320%
增持
TMUS
T-MOBILE US INC
+$5.9M
25,032
+652%
增持
IWB
ISHARES TR
+$5.9M
25,607
+318%
增持
COST
COSTCO WHSL CORP NEW
+$5.8M
36,710
+16%
减持
AFL
AFLAC INC
-$5.7M
36,855
-61%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$5.7M
0
-100%
增持
TJX
TJX COS INC NEW
+$5.5M
50,124
+929%
增持
IEMG
ISHARES INC
+$5.5M
1,698,418
+3%
减持
AZO
AUTOZONE INC
-$5.5M
1,616
-55%
减持
LEN
LENNAR CORP
-$5.3M
1,968
-95%
建仓
RMD
RESMED INC
+$5.3M
23,680
清仓
OMC
OMNICOM GROUP INC
-$5.2M
0
-100%
清仓
LOAR
LOAR HOLDINGS INC
-$5.1M
0
-100%
增持
LLY
ELI LILLY & CO
+$4.9M
12,860
+75%
清仓
—
HOLOGIC INC
-$4.9M
0
-100%
增持
T
AT&T INC
+$4.8M
331,469
+65%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.7M
558,746
+6%
增持
GDDY
GODADDY INC
+$4.6M
27,008
+1938%
减持
WSO
WATSCO INC
-$4.4M
2,178
-81%
增持
LMT
LOCKHEED MARTIN CORP
+$4.3M
11,696
+490%
建仓
BKR
BAKER HUGHES COMPANY
+$4.1M
93,212
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.1M
869,542
+4%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$3.9M
2,089
增持
GOOG
ALPHABET INC
+$3.9M
146,928
+47%
增持
GLW
CORNING INC
+$3.8M
134,625
+175%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.8M
965,070
+16%
减持
LRCX
LAM RESEARCH CORP
-$3.6M
28,561
-64%
增持
CSCO
CISCO SYS INC
+$3.6M
415,462
+12%
增持
SJNK
SPDR SER TR
+$3.6M
3,004,022
+5%
减持
OZ
BELPOINTE PREP LLC
-$3.6M
251,698
-2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.5M
1,249,562
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.4M
74,846
+274%
清仓
COLB
COLUMBIA BKG SYS INC
-$3.4M
0
-100%
增持
—
EXXON MOBIL CORP
+$3.4M
95,887
+29%
减持
SCCO
SOUTHERN COPPER CORP
-$3.3M
6,840
-84%
增持
AAPL
APPLE INC
-$3.2M
497,901
+10%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
4
建仓
UAL
UNITED AIRLS HLDGS INC
+$3.2M
45,900
减持
JBL
JABIL INC
-$3.1M
10,899
-66%
减持
HPQ
HP INC
-$3.1M
414,445
-7%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.1M
2,170,568
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.1M
12,521
+81%
增持
ALL
ALLSTATE CORP
+$2.9M
17,413
+404%
减持
EXPD
EXPEDITORS INTL WASH INC
-$2.9M
2,882
-90%
减持
STLD
STEEL DYNAMICS INC
-$2.8M
2,352
-91%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.8M
641,899
+9%
增持
VOO
VANGUARD INDEX FDS
+$2.7M
20,433
+41%
增持
AVGO
BROADCOM INC
+$2.7M
66,084
+82%
减持
GOOGL
ALPHABET INC
-$2.6M
70,814
-1%
增持
VUG
VANGUARD INDEX FDS
+$2.6M
14,321
+116%
减持
HIG
HARTFORD INSURANCE GROUP INC
-$2.6M
13,185
-66%
增持
V
VISA INC
+$2.5M
29,692
+19%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
73,230
+10%
建仓
TQQQ
PROSHARES TR
+$2.5M
42,900
建仓
ETR
ENTERGY CORP NEW
+$2.4M
28,518
增持
EFG
ISHARES TR
+$2.4M
137,953
+18%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$2.4M
73,282
减持
COR
CENCORA INC
-$2.4M
1,773
-86%
增持
VTV
VANGUARD INDEX FDS
+$2.4M
292,724
+3%
减持
DELL
DELL TECHNOLOGIES INC
-$2.4M
67,940
-9%
增持
RTX
RTX CORPORATION
+$2.4M
33,018
+89%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.3M
653,554
+11%
增持
DUK
DUKE ENERGY CORP NEW
+$2.3M
22,609
+449%
增持
GE
GE AEROSPACE
+$2.2M
14,400
+241%
减持
DFAS
DIMENSIONAL ETF TRUST
-$2.1M
299,415
-3%
增持
SO
SOUTHERN CO
+$2.1M
26,200
+530%
增持
DFAT
DIMENSIONAL ETF TRUST
-$2.0M
888,370
+3%
增持
VGT
VANGUARD WORLD FD
+$2.0M
6,786
+149%
减持
ADBE
ADOBE INC
-$2.0M
27,480
-2%
减持
FDX
FEDEX CORP
-$1.9M
1,643
-80%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$1.9M
9,712
+391%
减持
OTIS
OTIS WORLDWIDE CORP
-$1.9M
3,348
-86%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.9M
12,580
-71%
减持
CMCSA
COMCAST CORP NEW
-$1.9M
22,715
-68%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.9M
734,756
-3%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.8M
0
-100%
建仓
NEM
NEWMONT CORP
+$1.8M
37,478
建仓
XEL
XCEL ENERGY INC
+$1.8M
24,990
增持
ABT
ABBOTT LABS
+$1.8M
29,763
+54%
增持
AXP
AMERICAN EXPRESS CO
+$1.8M
15,407
+92%
减持
EME
EMCOR GROUP INC
-$1.7M
1,606
-68%
清仓
BITX
VOLATILITY SHS TR
-$1.7M
0
-100%
减持
CTRA
COTERRA ENERGY INC
-$1.7M
7,391
-90%
清仓
L
LOEWS CORP
-$1.6M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$1.6M
119,211
+14%
增持
KMI
KINDER MORGAN INC DEL
+$1.6M
75,412
+252%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$1.5M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$1.5M
91,495
+2%
建仓
STT
STATE STR CORP
+$1.5M
17,025
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.5M
273
-83%
增持
IVV
ISHARES TR
+$1.5M
18,534
+22%
减持
QQQ
INVESCO QQQ TR
-$1.5M
22,590
-4%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
62,570
+15%
建仓
EOG
EOG RES INC
+$1.5M
11,428
增持
AMZN
AMAZON COM INC
-$1.5M
201,862
+11%
建仓
NDAQ
NASDAQ INC
+$1.5M
19,131
建仓
LNG
CHENIERE ENERGY INC
+$1.4M
6,195
清仓
—
JOHNSON CTLS INTL PLC
-$1.4M
0
-100%
减持
ROK
ROCKWELL AUTOMATION INC
-$1.4M
1,366
-78%
增持
VNQ
VANGUARD INDEX FDS
+$1.4M
381,335
+3%
增持
ANET
ARISTA NETWORKS INC
-$1.4M
46,111
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.4M
980,132
+2%
增持
MCD
MCDONALDS CORP
+$1.4M
17,100
+25%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
276,800
+9%
清仓
CNC
CENTENE CORP DEL
-$1.3M
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.3M
7,326
+383%
清仓
MOH
MOLINA HEALTHCARE INC
-$1.3M
0
-100%
减持
ESGD
ISHARES TR
+$1.3M
290,948
-1%
增持
UNP
UNION PAC CORP
+$1.3M
9,507
+129%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.3M
352,859
+8%
