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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 90
减持 41
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES TR
+$158.7M
1,764,425
+79%
增持
IQLT
ISHARES TR
+$138.8M
6,444,572
+85%
增持
NVDA
NVIDIA CORPORATION
+$58.6M
1,959,881
+19%
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
QGRW
WISDOMTREE TR
+$42.2M
723,464
+15576%
减持
MTUM
ISHARES TR
-$20.5M
974,177
-5%
增持
AAPL
APPLE INC
+$15.0M
621,346
+3%
增持
IEMG
ISHARES INC
+$14.1M
1,941,744
+10%
增持
DFUV
DIMENSIONAL ETF TRUST
+$13.7M
3,058,248
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$12.4M
4,653,452
+8%
增持
EFV
ISHARES TR
+$10.8M
1,928,740
+3%
增持
AMZN
AMAZON COM INC
+$9.4M
295,078
+10%
减持
GOOG
ALPHABET INC
+$9.0M
151,433
-4%
减持
SCHE
SCHWAB STRATEGIC TR
-$8.8M
467,279
-35%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.9M
2,429,096
+4%
增持
MSFT
MICROSOFT CORP
-$6.7M
229,603
+1%
建仓
KAT
ADVISORS SER TR
+$6.6M
119,254
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.4M
55,112
+64%
增持
META
META PLATFORMS INC
-$6.2M
106,942
+2%
增持
TSLA
TESLA INC
+$5.7M
77,747
+18%
减持
DFIV
DIMENSIONAL ETF TRUST
+$5.6M
1,807,792
-1%
增持
CSCO
CISCO SYS INC
+$5.5M
463,944
+5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.3M
50,376
-19%
减持
GOOGL
ALPHABET INC
+$5.0M
77,360
-2%
增持
LLY
ELI LILLY & CO
+$4.9M
14,879
+2%
增持
ORCL
ORACLE CORP
-$4.8M
56,553
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.7M
612,414
+3%
增持
SJNK
SPDR SERIES TRUST
+$4.4M
3,522,304
+6%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.3M
394,769
+9%
增持
AVGO
BROADCOM INC
+$4.2M
95,793
+9%
增持
JNJ
JOHNSON & JOHNSON
+$3.8M
84,003
+14%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.5M
1,370,668
+4%
增持
NFLX
NETFLIX INC
-$3.4M
112,013
+868%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.4M
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.3M
1,106,747
+6%
减持
MU
MICRON TECHNOLOGY INC
+$3.3M
29,621
-4%
建仓
BSCW
INVESCO EXCH TRD SLF IDX FD
+$3.1M
148,395
增持
SCHF
SCHWAB STRATEGIC TR
+$3.1M
1,152,306
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.9M
908,989
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
98,688
+2%
增持
CAT
CATERPILLAR INC
+$2.8M
16,799
+17%
增持
INTC
INTEL CORP
+$2.7M
137,497
+92%
减持
CMI
CUMMINS INC
+$2.5M
34,158
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$2.4M
81,399
+8%
减持
LRCX
LAM RESEARCH CORP
+$2.3M
67,776
-3%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.2M
777,154
+7%
减持
COST
COSTCO WHSL CORP NEW
-$2.2M
22,349
-4%
增持
FISV
FISERV INC
-$2.2M
42,242
+9%
减持
VTI
VANGUARD INDEX FDS
-$2.2M
80,459
-9%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.1M
1,130,533
+5%
减持
CPNG
COUPANG INC
-$2.0M
211,285
-3%
增持
BNY
BANK NEW YORK MELLON CORP
+$2.0M
162,971
+5%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$1.9M
34,651
-43%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.9M
918,385
+1%
减持
TMUS
T-MOBILE US INC
-$1.9M
27,083
-12%
增持
IJR
ISHARES TR
+$1.9M
126,408
+13%
增持
WMT
WALMART INC
+$1.8M
176,554
+2%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.8M
27,014
清仓
CATY
CATHAY GEN BANCORP
-$1.8M
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.7M
513,395
+11%
减持
TXN
TEXAS INSTRS INC
-$1.7M
44,929
-13%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.7M
8,335
减持
WDC
WESTERN DIGITAL CORP
+$1.7M
48,461
-13%
增持
AZO
AUTOZONE INC
-$1.7M
2,669
+7%
减持
CVCO
CAVCO INDS INC DEL
-$1.7M
600
-83%
增持
MO
ALTRIA GROUP INC
-$1.7M
344,671
+6%
增持
GILD
GILEAD SCIENCES INC
+$1.7M
84,484
+8%
增持
MRK
MERCK & CO INC
+$1.6M
37,930
+35%
增持
IWB
ISHARES TR
+$1.6M
11,694
+55%
减持
HPQ
HP INC
-$1.6M
70,704
-39%
增持
UAL
UNITED AIRLS HLDGS INC
+$1.6M
72,785
+7%
增持
NEM
NEWMONT CORP
+$1.6M
76,217
+6%
增持
IWD
ISHARES TR
+$1.6M
13,946
+107%
减持
BLK
BLACKROCK INC
-$1.5M
5,410
-14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.5M
20,592
+20%
增持
LPLA
LPL FINL HLDGS INC
+$1.3M
16,492
+20%
增持
IWC
ISHARES TR
+$1.3M
146,016
+0%
增持
A
AGILENT TECHNOLOGIES INC
+$1.3M
12,463
+289%
增持
MGC
VANGUARD WORLD FD
+$1.3M
85,758
+3%
减持
CARR
CARRIER GLOBAL CORPORATION
-$1.2M
15,922
-54%
增持
VNQ
VANGUARD INDEX FDS
+$1.2M
429,304
+7%
减持
—
PIPER SANDLER COMPANIES
-$1.2M
867
-80%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.2M
1,187,858
+6%
减持
EWX
SPDR INDEX SHS FDS
-$1.1M
183,078
-6%
增持
DELL
DELL TECHNOLOGIES INC
-$1.1M
83,452
+2%
增持
MGV
VANGUARD WORLD FD
+$1.1M
118,512
+5%
增持
GE
GE AEROSPACE
+$1.1M
19,240
+21%
增持
RTX
RTX CORPORATION
+$1.1M
45,472
+5%
增持
QQQ
INVESCO QQQ TR
+$1.1M
28,078
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$1.1M
47,385
+43%
减持
ANET
ARISTA NETWORKS INC
-$1.1M
41,474
-8%
建仓
AVA
AVISTA CORP
+$1.1M
28,188
增持
V
VISA INC
+$1.1M
35,452
+7%
增持
INBX
INHIBRX BIOSCIENCES INC
+$1.0M
22,883
+1%
建仓
BND
VANGUARD BD INDEX FDS
+$1.0M
14,012
减持
NVR
NVR INC
-$1.0M
519
-14%
减持
PAYX
PAYCHEX INC
-$1.0M
68,998
-0%
减持
MCBS
METROCITY BANKSHARES INC
-$1.0M
20,414
-64%
减持
AMAT
APPLIED MATLS INC
+$993.5K
24,011
-5%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$954.6K
15,430
+217%
减持
CAH
CARDINAL HEALTH INC
+$935.6K
21,506
-3%
增持
GLD
SPDR GOLD TR
+$928.6K
4,233
+101%
建仓
—
HAMILTON INSURANCE GROUP LTD
+$907.3K
32,521
增持
MGK
VANGUARD WORLD FD
+$885.2K
49,576
+2%
减持
—
TRI POINTE HOMES INC
-$862.7K
14,568
-63%
增持
TJX
TJX COS INC NEW
+$841.0K
59,786
+4%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$839.2K
30,458
+21%
增持
VUG
VANGUARD INDEX FDS
+$837.5K
11,613
+15%
减持
RMD
RESMED INC
-$831.9K
3,042
-47%
清仓
UFPI
UFP INDUSTRIES INC
-$831.6K
0
-100%
增持
—
EATON CORP PLC
-$822.9K
22,269
+5%
增持
NULV
NUSHARES ETF TR
+$796.1K
409,247
+2%
减持
VTV
VANGUARD INDEX FDS
+$787.8K
342,402
-1%
增持
SHM
SPDR SERIES TRUST
+$784.5K
159,329
+12%
增持
C
CITIGROUP INC
+$783.4K
24,428
+20%
减持
PYPL
PAYPAL HLDGS INC
-$773.3K
8,936
-54%
增持
—
AXIS CAP HLDGS LTD
+$772.8K
12,884
+103%
增持
DHR
DANAHER CORPORATION
+$770.5K
21,201
+3%
增持
VOO
VANGUARD INDEX FDS
+$770.2K
26,405
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$765.0K
79,540
+2%
减持
APO
APOLLO GLOBAL MGMT INC
-$764.6K
2,812
-68%
增持
SGOV
ISHARES TR
+$763.2K
13,674
+126%
增持
EXPE
EXPEDIA GROUP INC
+$751.4K
3,427
+234%
建仓
PLAB
PHOTRONICS INC
+$749.1K
23,408
建仓
BSJV
INVESCO EXCH TRD SLF IDX FD
+$747.2K
27,985
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$746.5K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$744.3K
9,058
+16%
增持
AIG
AMERICAN INTL GROUP INC
+$731.9K
34,934
+22%
减持
PANW
PALO ALTO NETWORKS INC
-$723.9K
15,476
-12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$712.8K
53,798
-0%
减持
LOW
LOWES COS INC
-$710.4K
10,189
-19%
建仓
—
INTERNATIONAL SEAWAYS INC
+$709.5K
14,613
建仓
—
TEEKAY TANKERS LTD
+$708.1K
13,264
增持
WRB
BERKLEY W R CORP
+$705.9K
37,368
+50%
增持
MCK
MCKESSON CORP
+$703.6K
10,284
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$699.3K
715,356
-0%
增持
DAL
DELTA AIR LINES INC DEL
+$698.3K
40,465
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$691.4K
37,653
+4%
减持
PG
PROCTER AND GAMBLE CO
-$689.7K
29,177
-8%
增持
STT
STATE STR CORP
+$685.9K
25,555
+14%
减持
—
LINDE PLC
-$680.8K
3,309
-25%
清仓
CMS
CMS ENERGY CORP
-$676.3K
0
-100%
清仓
—
CONFLUENT INC
-$675.5K
0
-100%
增持
—
CARNIVAL CORP
+$675.1K
64,384
+44%
增持
SCCO
SOUTHERN COPPER CORP
+$666.3K
19,675
+11%
增持
ACWI
ISHARES TR
+$664.9K
13,154
+52%
建仓
SYF
SYNCHRONY FINANCIAL
+$663.2K
7,949
清仓
BIL
SPDR SERIES TRUST
-$640.9K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$623.9K
23,460
-20%
增持
AMGN
AMGEN INC
+$623.5K
12,245
+2%
减持
SCHR
SCHWAB STRATEGIC TR
-$623.1K
22,302
-53%
