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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 104
减持 39
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$81.3M
1,148,978
+24%
增持
MTUM
ISHARES TR
+$41.7M
1,031,275
+1%
增持
MSFT
MICROSOFT CORP
+$29.0M
208,507
+5%
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
DUHP
DIMENSIONAL ETF TRUST
+$22.8M
708,946
+867%
增持
META
META PLATFORMS INC
+$17.9M
89,829
+7%
增持
IQLT
ISHARES TR
+$17.2M
3,328,573
+4%
增持
EFV
ISHARES TR
+$14.4M
1,818,826
+6%
增持
IEMG
ISHARES INC
+$13.9M
1,758,294
+4%
增持
VTIP
VANGUARD MALVERN FDS
+$11.8M
4,084,092
+5%
增持
VTV
VANGUARD INDEX FDS
+$11.3M
349,987
+20%
增持
AVGO
BROADCOM INC
+$11.3M
81,019
+23%
增持
AAPL
APPLE INC
+$11.2M
593,879
+19%
增持
SCHX
SCHWAB STRATEGIC TR
+$10.9M
1,090,452
+53%
增持
SPY
SPDR S&P 500 ETF TR
+$9.3M
97,956
+7%
增持
AMZN
AMAZON COM INC
+$8.7M
214,508
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$8.0M
2,256,378
+4%
增持
VFMO
VANGUARD WELLINGTON FD
+$7.8M
107,518
+51%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.7M
910,398
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$6.9M
578,543
+4%
增持
SCHC
SCHWAB STRATEGIC TR
+$6.7M
698,854
+9%
增持
TSLA
TESLA INC
+$6.6M
68,902
+17%
增持
IWC
ISHARES TR
+$6.0M
146,444
+28%
增持
NFLX
NETFLIX INC
+$5.5M
10,664
+14%
增持
WMT
WALMART INC
+$5.4M
226,945
+18%
减持
IWB
ISHARES TR
-$5.3M
7,546
-71%
减持
FISV
FISERV INC
-$5.2M
69,913
-11%
减持
DFIV
DIMENSIONAL ETF TRUST
+$5.0M
1,824,444
-2%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$4.9M
61,423
增持
JPM
JPMORGAN CHASE & CO.
+$4.7M
68,405
+11%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$4.7M
1,288,855
+3%
增持
SJNK
SPDR SERIES TRUST
+$4.6M
3,145,151
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.5M
329,958
+12%
增持
CSCO
CISCO SYS INC
+$4.2M
429,952
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$4.0M
922,479
+4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.6M
214,963
-2%
减持
ORCL
ORACLE CORP
+$3.3M
55,834
-12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.3M
48,474
+9%
减持
QUAL
ISHARES TR
+$3.2M
950,182
-5%
建仓
CPNG
COUPANG INC
+$3.1M
102,574
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$3.0M
374,205
+6%
增持
VBR
VANGUARD INDEX FDS
+$2.9M
132,699
+8%
建仓
LOAR
LOAR HOLDINGS INC
+$2.9M
33,703
减持
UNH
UNITEDHEALTH GROUP INC
-$2.9M
11,858
-5%
增持
MGK
VANGUARD WORLD FD
+$2.8M
41,381
+4%
增持
UAL
UNITED AIRLS HLDGS INC
+$2.6M
72,203
+57%
增持
GOOGL
ALPHABET INC
+$2.5M
76,355
+8%
增持
PYPL
PAYPAL HLDGS INC
+$2.5M
121,732
+21%
减持
TXN
TEXAS INSTRS INC
+$2.4M
91,487
-1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.4M
317,697
+6%
减持
PM
PHILIP MORRIS INTL INC
+$2.3M
108,034
-1%
减持
COST
COSTCO WHSL CORP NEW
-$2.2M
32,817
-11%
增持
MGC
VANGUARD WORLD FD
+$2.1M
72,709
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.1M
295,512
+7%
减持
JNJ
JOHNSON & JOHNSON
-$2.1M
65,885
-10%
增持
EFG
ISHARES TR
+$2.0M
141,348
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.0M
955,803
-1%
减持
ABBV
ABBVIE INC
-$2.0M
33,152
-15%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.0M
1,012,783
+3%
减持
GOOG
ALPHABET INC
+$2.0M
140,610
-4%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
63,051
+1%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
21,944
+7%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.0M
662,657
+1%
增持
QQQ
INVESCO QQQ TR
+$1.9M
22,702
+0%
增持
MU
MICRON TECHNOLOGY INC
+$1.9M
17,557
+449%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.9M
70,309
+8%
减持
STIP
ISHARES TR
-$1.8M
173,838
-9%
增持
VOT
VANGUARD INDEX FDS
+$1.8M
31,567
+8%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$1.8M
606,409
+6%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.8M
54,733
+25%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.7M
725,156
-1%
减持
HPQ
HP INC
-$1.7M
399,391
-4%
减持
ADI
ANALOG DEVICES INC
+$1.7M
66,520
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
29,804
+19%
增持
ESGU
ISHARES TR
+$1.6M
64,424
+11%
增持
VB
VANGUARD INDEX FDS
+$1.6M
56,566
+6%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.6M
2,730,157
-1%
减持
EMR
EMERSON ELEC CO
+$1.6M
75,616
-2%
增持
EWX
SPDR INDEX SHS FDS
+$1.6M
194,041
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$1.6M
119,273
+0%
减持
TQQQ
PROSHARES TR
-$1.5M
11,010
-74%
增持
CMI
CUMMINS INC
+$1.5M
35,862
+10%
增持
VV
VANGUARD INDEX FDS
+$1.5M
53,468
+0%
减持
AFL
AFLAC INC
-$1.5M
24,805
-33%
减持
ESGD
ISHARES TR
+$1.5M
282,864
-3%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.5M
132,629
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.4M
455,753
+6%
增持
IEFA
ISHARES TR
+$1.4M
41,062
+56%
增持
IVW
ISHARES TR
+$1.4M
23,769
+84%
增持
AXP
AMERICAN EXPRESS CO
+$1.4M
17,444
+13%
增持
ANET
ARISTA NETWORKS INC
+$1.4M
48,428
+5%
增持
CAT
CATERPILLAR INC
+$1.3M
14,315
+11%
减持
DELL
DELL TECHNOLOGIES INC
+$1.3M
61,182
-10%
增持
IVV
ISHARES TR
+$1.3M
18,843
+2%
减持
NVR
NVR INC
-$1.3M
664
-22%
减持
—
ARCH CAP GROUP LTD
-$1.2M
68,419
-12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.2M
13,972
+20%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$1.2M
18,640
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
72,779
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
110,030
+36%
增持
RTX
RTX CORPORATION
+$1.2M
38,104
+15%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$1.2M
156,236
+19%
增持
VO
VANGUARD INDEX FDS
+$1.2M
7,059
+126%
增持
HYD
VANECK ETF TRUST
+$1.1M
137,433
+22%
增持
—
EATON CORP PLC
+$1.1M
7,886
+27%
减持
GILD
GILEAD SCIENCES INC
-$1.1M
51,612
-16%
减持
VGT
VANGUARD WORLD FD
-$1.1M
3,898
-43%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
16,260
+22%
增持
GLW
CORNING INC
+$1.1M
137,684
+2%
增持
RMD
RESMED INC
+$1.1M
24,705
+4%
增持
GEV
GE VERNOVA INC
+$1.1M
3,982
+16%
增持
VOE
VANGUARD INDEX FDS
+$1.0M
62,564
+8%
增持
GE
GE AEROSPACE
+$1.0M
15,151
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$987.0K
3,105
+40%
减持
HYMB
SPDR SERIES TRUST
-$984.4K
549,509
-5%
增持
FPE
FIRST TR EXCH TRADED FD III
+$967.9K
1,117,589
+4%
减持
MCK
MCKESSON CORP
-$954.0K
8,424
-20%
增持
NOW
SERVICENOW INC
+$944.9K
2,512
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$940.8K
33,728
+16%
减持
VUG
VANGUARD INDEX FDS
-$939.2K
9,971
-30%
增持
TJX
TJX COS INC NEW
+$934.4K
57,005
+14%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$933.0K
6,388
-52%
增持
BA
BOEING CO
+$925.6K
15,416
+14%
增持
MS
MORGAN STANLEY
+$916.7K
19,736
+24%
减持
AZO
AUTOZONE INC
-$916.1K
1,413
-13%
增持
ESML
ISHARES TR
+$897.0K
260,921
+1%
减持
BLK
BLACKROCK INC
-$845.0K
6,421
-20%
增持
BKNG
BOOKING HOLDINGS INC
+$839.5K
410
+23%
增持
FDM
FIRST TR EXCHANGE-TRADED FD
+$833.4K
37,410
+26%
增持
IJR
ISHARES TR
+$829.0K
101,760
+3%
增持
STT
STATE STR CORP
+$823.4K
22,077
+30%
清仓
XHLF
BONDBLOXX ETF TRUST
-$804.4K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$803.1K
49,955
+5%
增持
COF
CAPITAL ONE FINL CORP
+$801.0K
4,872
+271%
清仓
XONE
BONDBLOXX ETF TRUST
-$798.8K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$781.1K
12,747
+17%
减持
MRK
MERCK & CO INC
-$744.4K
29,494
-14%
减持
ESGE
ISHARES INC
+$739.2K
285,073
-4%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$729.7K
127,729
+5%
增持
BAC
BANK AMERICA CORP
+$726.9K
115,188
+2%
增持
GDDY
GODADDY INC
+$718.1K
31,008
+15%
增持
MA
MASTERCARD INCORPORATED
+$704.3K
6,523
+21%
增持
UBER
UBER TECHNOLOGIES INC
+$692.6K
24,266
+13%
建仓
CRVS
CORVUS PHARMACEUTICALS INC
+$672.0K
168,000
增持
VSGX
VANGUARD WORLD FD
+$653.0K
75,283
+4%
增持
BSX
BOSTON SCIENTIFIC CORP
+$646.0K
26,471
+22%
增持
TMUS
T-MOBILE US INC
-$644.8K
25,314
+1%
增持
MTB
M & T BK CORP
+$637.5K
38,121
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$611.0K
5,071
-5%
减持
MUB
ISHARES TR
-$600.8K
48,371
-10%
增持
V
VISA INC
+$587.3K
30,963
+4%
