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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 89
减持 40
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$125.4M
1,644,893
+43%
增持
AAPL
APPLE INC
+$32.0M
604,315
+2%
增持
QUAL
ISHARES TR
+$18.1M
985,960
+4%
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。
减持
MTUM
ISHARES TR
+$16.5M
1,030,720
-0%
增持
MSFT
MICROSOFT CORP
+$14.0M
227,352
+9%
增持
GOOG
ALPHABET INC
+$13.6M
158,167
+12%
增持
DFUV
DIMENSIONAL ETF TRUST
+$13.4M
2,881,660
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$12.4M
4,300,563
+5%
增持
AMZN
AMAZON COM INC
+$11.6M
267,264
+25%
增持
EFV
ISHARES TR
+$11.5M
1,871,231
+3%
减持
COST
COSTCO WHSL CORP NEW
-$11.0M
23,197
-29%
增持
IEMG
ISHARES INC
+$10.9M
1,766,844
+0%
增持
META
META PLATFORMS INC
+$10.5M
104,570
+16%
增持
PWR
QUANTA SVCS INC
+$10.3M
25,490
+3450%
增持
IQLT
ISHARES TR
+$10.3M
3,487,855
+5%
增持
VTI
VANGUARD INDEX FDS
+$10.0M
88,766
+41%
减持
EMR
EMERSON ELEC CO
-$9.6M
3,737
-95%
减持
TXN
TEXAS INSTRS INC
-$9.5M
51,774
-43%
减持
PYPL
PAYPAL HLDGS INC
-$7.8M
19,311
-84%
减持
TSLA
TESLA INC
+$7.4M
65,823
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.4M
2,336,613
+4%
减持
FISV
FISERV INC
-$7.0M
38,929
-44%
增持
AVDV
AMERICAN CENTY ETF TR
+$7.0M
594,022
+3%
增持
LRCX
LAM RESEARCH CORP
+$6.9M
69,549
+185%
建仓
WDC
WESTERN DIGITAL CORP
+$6.7M
55,591
增持
AVGO
BROADCOM INC
+$6.6M
87,771
+8%
减持
HPQ
HP INC
-$6.6M
116,226
-71%
减持
APO
APOLLO GLOBAL MGMT INC
-$6.6M
8,792
-84%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.5M
1,834,355
+1%
减持
MTB
M & T BK CORP
-$6.1M
6,634
-83%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.9M
361,072
+9%
减持
ADI
ANALOG DEVICES INC
-$5.9M
40,612
-39%
增持
GOOGL
ALPHABET INC
+$5.8M
79,218
+4%
增持
AZO
AUTOZONE INC
+$5.5M
2,499
+77%
减持
GDDY
GODADDY INC
-$5.3M
1,971
-94%
增持
—
EATON CORP PLC
+$5.1M
21,151
+168%
减持
PM
PHILIP MORRIS INTL INC
-$5.1M
90,156
-17%
增持
BNY
BANK NEW YORK MELLON CORP
+$4.9M
155,519
+17%
减持
RMD
RESMED INC
-$4.8M
5,716
-77%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$4.7M
47,068
+1109%
增持
SJNK
SPDR SERIES TRUST
+$4.6M
3,310,477
+5%
建仓
LPLA
LPL FINL HLDGS INC
+$4.6M
13,775
增持
MGK
VANGUARD WORLD FD
+$4.4M
48,651
+18%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$4.4M
1,323,030
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$4.3M
2,566
-79%
减持
WMT
WALMART INC
-$4.3M
173,644
-23%
增持
DELL
DELL TECHNOLOGIES INC
+$4.1M
82,158
+34%
增持
QCOM
QUALCOMM INC
+$4.1M
41,053
+141%
增持
SCHE
SCHWAB STRATEGIC TR
+$4.1M
721,565
+9%
增持
GLW
CORNING INC
+$4.1M
138,058
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$4.0M
75,686
+11%
增持
CPNG
COUPANG INC
+$3.9M
218,000
+113%
增持
MGC
VANGUARD WORLD FD
+$3.9M
83,092
+14%
建仓
—
GARMIN LTD
+$3.9M
15,891
减持
FCNCA
FIRST CTZNS BANCSHARES INC D
-$3.9M
244
-89%
减持
SPY
SPDR S&P 500 ETF TR
+$3.9M
96,673
-1%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$3.8M
4,177
增持
NEM
NEWMONT CORP
+$3.8M
71,714
+84%
增持
QQQ
INVESCO QQQ TR
+$3.6M
26,875
+18%
增持
ORCL
ORACLE CORP
+$3.6M
56,148
+1%
增持
JNJ
JOHNSON & JOHNSON
+$3.5M
73,407
+11%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.5M
1,057,450
+11%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$3.4M
62,230
-11%
增持
SCHC
SCHWAB STRATEGIC TR
+$3.4M
728,102
+4%
增持
VOO
VANGUARD INDEX FDS
+$3.3M
25,783
+17%
增持
EME
EMCOR GROUP INC
+$3.3M
6,066
+385%
减持
CMI
CUMMINS INC
+$3.2M
35,272
-2%
减持
IWC
ISHARES TR
+$3.0M
145,805
-0%
增持
GILD
GILEAD SCIENCES INC
+$3.0M
78,494
+52%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$3.0M
227,868
+78%
增持
MU
MICRON TECHNOLOGY INC
+$3.0M
30,737
+75%
减持
DFAT
DIMENSIONAL ETF TRUST
+$3.0M
906,255
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.9M
225,116
+88%
建仓
—
CRH PLC
+$2.9M
23,878
减持
VTV
VANGUARD INDEX FDS
+$2.8M
346,440
-1%
增持
IVV
ISHARES TR
+$2.7M
21,565
+14%
增持
MO
ALTRIA GROUP INC
+$2.6M
325,933
+1%
增持
EFG
ISHARES TR
+$2.6M
161,867
+15%
增持
MGV
VANGUARD WORLD FD
+$2.4M
113,170
+12%
增持
VNQ
VANGUARD INDEX FDS
+$2.3M
402,241
+4%
建仓
AIG
AMERICAN INTL GROUP INC
+$2.3M
28,733
增持
IJR
ISHARES TR
+$2.2M
111,945
+10%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.1M
1,047,642
+3%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.1M
34,940
-39%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
898,707
-1%
建仓
NTCT
NETSCOUT SYS INC
+$1.9M
74,373
建仓
SMCI
SUPER MICRO COMPUTER INC
+$1.9M
39,946
增持
VOE
VANGUARD INDEX FDS
+$1.9M
69,632
+11%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.9M
2,595
-75%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
36,271
+8%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$1.8M
25,174
+109%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.8M
322,275
+1%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$1.8M
0
-100%
建仓
—
ANGLOGOLD ASHANTI PLC
+$1.8M
25,367
增持
SCCO
SOUTHERN COPPER CORP
+$1.8M
17,769
+378%
减持
VBR
VANGUARD INDEX FDS
+$1.7M
132,274
-0%
增持
FTNT
FORTINET INC
+$1.7M
28,874
+333%
减持
PAYX
PAYCHEX INC
-$1.7M
69,172
-4%
增持
WRB
BERKLEY W R CORP
+$1.7M
24,985
+682%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
1,075,445
-1%
增持
BKR
BAKER HUGHES COMPANY
+$1.7M
112,630
+13%
增持
RTX
RTX CORPORATION
+$1.7M
43,137
+13%
增持
INTC
INTEL CORP
+$1.6M
71,750
+108%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.6M
716,143
-1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.6M
214,060
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.6M
17,147
+23%
减持
KMI
KINDER MORGAN INC DEL
-$1.6M
28,023
-66%
增持
AMAT
APPLIED MATLS INC
+$1.6M
25,286
+30%
减持
ANET
ARISTA NETWORKS INC
+$1.6M
44,911
-7%
增持
ABBV
ABBVIE INC
+$1.6M
33,374
+1%
增持
MCK
MCKESSON CORP
+$1.6M
10,009
+19%
减持
ALL
ALLSTATE CORP
-$1.5M
10,126
-45%
清仓
ADUS
ADDUS HOMECARE CORP
-$1.5M
0
-100%
增持
VV
VANGUARD INDEX FDS
+$1.5M
54,378
+2%
清仓
—
JUNIPER NETWORKS INC
-$1.5M
0
-100%
减持
XEL
XCEL ENERGY INC
-$1.5M
5,573
-80%
减持
SO
SOUTHERN CO
-$1.4M
13,512
-55%
增持
NULV
NUSHARES ETF TR
+$1.4M
402,502
+4%
增持
T
AT&T INC
+$1.4M
390,744
+18%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$1.4M
601,722
-1%
增持
ETR
ENTERGY CORP NEW
+$1.4M
42,418
+37%
增持
TMUS
T-MOBILE US INC
+$1.4M
30,924
+22%
减持
VFMO
VANGUARD WELLINGTON FD
+$1.4M
103,917
-3%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.4M
461,940
+1%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.3M
389,705
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
294,229
-0%
增持
TJX
TJX COS INC NEW
+$1.3M
57,719
+1%
增持
CAT
CATERPILLAR INC
+$1.3M
14,356
+0%
建仓
—
CARNIVAL CORP
+$1.3M
44,662
建仓
PTCT
PTC THERAPEUTICS INC
+$1.3M
20,775
增持
ESML
ISHARES TR
+$1.3M
267,417
+2%
增持
CVX
CHEVRON CORP NEW
+$1.3M
54,121
+8%
增持
VOT
VANGUARD INDEX FDS
+$1.3M
34,814
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
33,624
+13%
建仓
SCHR
SCHWAB STRATEGIC TR
+$1.2M
47,051
增持
ESGD
ISHARES TR
+$1.2M
283,859
+0%
增持
EWX
SPDR INDEX SHS FDS
+$1.1M
195,658
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
18,268
+12%
减持
ESGE
ISHARES INC
+$1.1M
282,761
-1%
清仓
EBF
ENNIS INC
-$1.1M
0
-100%
清仓
TXO
TXO PARTNERS LP
-$1.1M
0
-100%
清仓
ICUI
ICU MED INC
-$1.0M
0
-100%
增持
DE
DEERE & CO
+$1.0M
7,212
+62%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$1.0M
52,156
清仓
MLI
MUELLER INDS INC
-$1.0M
0
-100%
增持
HD
HOME DEPOT INC
+$1.0M
19,417
+4%
增持
NUMV
NUSHARES ETF TR
+$974.2K
263,816
+3%
建仓
WRLD
WORLD ACCEP CORPORATION
+$948.0K
5,605
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$933.4K
53,950
+11%
增持
LOW
LOWES COS INC
+$914.9K
12,604
+24%
