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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 91
减持 48
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
DFMC
DFA INVT DIMENSIONS GROUP IN
+$58.7M
1,154,128
减持
SJNK
SPDR SERIES TRUST
-$52.0M
1,487,531
-58%
减持
MSFT
MICROSOFT CORP
-$29.3M
220,717
-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。
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$23.4M
2,738,923
+13%
增持
IQLT
ISHARES TR
+$23.3M
6,839,909
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$14.1M
4,890,809
+5%
减持
AAPL
APPLE INC
-$13.5M
612,419
-1%
减持
MTUM
ISHARES TR
-$13.4M
960,399
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$12.3M
3,194,495
+4%
增持
QGRW
WISDOMTREE TR
+$12.1M
1,021,046
+41%
增持
EFV
ISHARES TR
+$11.7M
2,009,214
+4%
增持
QUAL
ISHARES TR
-$11.6M
1,766,694
+0%
减持
META
META PLATFORMS INC
-$10.0M
105,894
-1%
增持
IEMG
ISHARES INC
+$7.9M
1,984,690
+2%
减持
HYMB
SPDR SERIES TRUST
-$6.8M
315,994
-46%
增持
AMZN
AMAZON COM INC
-$6.5M
295,610
+0%
增持
—
EXXON MOBIL CORP
+$5.7M
98,776
+7%
增持
TSLA
TESLA INC
-$5.6M
78,922
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.5M
414,659
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$5.4M
630,579
+3%
增持
PG
PROCTER & GAMBLE CO
+$5.2M
64,800
+122%
增持
NVDA
NVIDIA CORPORATION
+$5.1M
2,124,852
+8%
减持
ADBE
ADOBE INC
-$4.8M
20,886
-26%
增持
SCHC
SCHWAB STRATEGIC TR
+$4.7M
857,100
+10%
增持
CVX
CHEVRON CORPORATION
+$4.6M
62,155
+15%
增持
LRCX
LAM RESEARCH CORP
+$4.6M
75,637
+12%
增持
JNJ
JOHNSON & JOHNSON
+$4.4M
89,256
+6%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$4.4M
96,741
-2%
增持
T
AT&T INC
+$4.2M
517,511
+19%
减持
DFIV
DIMENSIONAL ETF TRUST
+$4.0M
1,785,481
-1%
增持
MO
ALTRIA GROUP INC
+$3.8M
359,259
+4%
减持
WDC
WESTERN DIGITAL CORP
+$3.8M
44,864
-7%
增持
DELL
DELL TECHNOLOGIES INC
+$3.6M
85,872
+3%
减持
SCHX
SCHWAB STRATEGIC TR
-$3.4M
1,052,984
-7%
减持
ORCL
ORACLE CORP
-$3.1M
53,635
-5%
增持
AMAT
APPLIED MATLS INC
+$3.0M
26,888
+12%
减持
OZ
BELPOINTE PREP LLC
-$3.0M
246,631
-1%
减持
PWR
QUANTA SVCS INC
+$2.9M
25,574
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.6M
51,023
+1%
减持
QCOM
QUALCOMM INC
-$2.6M
33,942
-16%
减持
KAT
ADVISORS SER TR
-$2.5M
75,464
-37%
增持
MU
MICRON TECHNOLOGY INC
+$2.5M
32,405
+9%
减持
GLW
CORNING INC
+$2.4M
104,000
-22%
增持
VNQ
VANGUARD INDEX FDS
+$2.4M
455,462
+6%
减持
DFAT
DIMENSIONAL ETF TRUST
+$2.4M
914,073
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.3M
1,150,169
+4%
增持
VUG
VANGUARD INDEX FDS
+$2.3M
18,299
+58%
减持
HYD
VANECK ETF TRUST
-$2.3M
76,290
-37%
减持
WMT
WALMART INC
+$2.2M
176,267
-0%
减持
VTI
VANGUARD INDEX FDS
-$2.2M
77,227
-4%
减持
COST
COSTCO WHOLESALE CORPORATION
+$2.2M
21,521
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.1M
429,202
-16%
增持
AVGO
BROADCOM INC
-$2.1M
100,251
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.1M
57,052
+6%
建仓
RELY
REMITLY GLOBAL INC
+$2.0M
129,664
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.0M
34,822
+74%
增持
GEV
GE VERNOVA INC
+$2.0M
5,488
+27%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$1.9M
617,179
+2%
清仓
—
REV GROUP INC
-$1.9M
0
-100%
减持
CAT
CATERPILLAR INC
+$1.9M
16,237
-3%
增持
BKR
BAKER HUGHES COMPANY
+$1.8M
113,729
+2%
减持
—
ACCENTURE PLC IRELAND
-$1.8M
4,065
-58%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.7M
173,975
+7%
增持
—
GARMIN LTD
+$1.7M
23,584
+27%
增持
LMT
LOCKHEED MARTIN CORP
+$1.7M
3,948
+171%
增持
V
VISA INC
-$1.7M
35,611
+0%
增持
TMUS
T-MOBILE US INC
+$1.7M
34,054
+26%
增持
GILD
GILEAD SCIENCES INC
+$1.6M
85,969
+2%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$1.6M
4,128
-85%
增持
DIA
STATE STR SPDR DOW JONES IND
+$1.5M
4,845
+209%
增持
MPWR
MONOLITHIC PWR SYS INC
+$1.5M
5,235
+11%
增持
MRK
MERCK & CO INC
+$1.4M
45,169
+19%
减持
DHR
DANAHER CORP DEL
-$1.4M
18,188
-14%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.4M
69,858
+26%
增持
GOOG
ALPHABET INC
+$1.4M
170,449
+13%
增持
NFLX
NETFLIX INC.
+$1.3M
123,240
+10%
减持
VTV
VANGUARD INDEX FDS
+$1.3M
340,165
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.3M
113,265
+46%
增持
EME
EMCOR GROUP INC
+$1.3M
7,738
+7%
增持
PAYX
PAYCHEX INC
-$1.3M
69,865
+1%
清仓
CRVS
CORVUS PHARMACEUTICALS INC
-$1.3M
0
-100%
增持
MGK
VANGUARD WORLD FD
-$1.3M
52,217
+5%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.3M
15,599
-34%
增持
VFMO
VANGUARD WELLINGTON FD
+$1.2M
109,211
+3%
减持
ADI
ANALOG DEVICES INC
+$1.2M
34,066
-4%
减持
CRM
SALESFORCE INC
-$1.2M
5,176
-37%
减持
ABT
ABBOTT LABORATORIES
-$1.2M
32,246
-11%
减持
SPGI
S&P GLOBAL INC
-$1.2M
3,678
-30%
增持
CSCO
CISCO SYS INC
+$1.2M
475,778
+3%
增持
IJR
ISHARES TR
+$1.2M
131,622
+4%
增持
FAST
FASTENAL CO
+$1.1M
37,315
+153%
增持
SCHK
SCHWAB STRATEGIC TR
+$1.1M
43,293
+534%
增持
NEE
NEXTERA ENERGY INC
+$1.1M
29,760
+45%
增持
TJX
TJX COS INC NEW
+$1.1M
64,483
+8%
增持
KR
KROGER CO
+$1.1M
79,095
+7%
减持
AMT
AMERICAN TOWER CORP
-$1.1M
1,677
-78%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
68,319
+18%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.1M
9,788
+17%
减持
NOW
SERVICENOW INC
-$1.1M
4,052
-58%
减持
BKNG
BOOKING HOLDINGS INC
-$1.1M
301
-31%
减持
HYS
PIMCO ETF TR
-$1.0M
9,066
-55%
减持
CPNG
COUPANG INC
-$1.0M
208,805
-1%
清仓
BND
VANGUARD BD INDEX FDS
-$1.0M
0
-100%
增持
UAL
UNITED AIRLS HLDGS INC
-$1.0M
77,233
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
4,984
-31%
建仓
JKHY
HENRY JACK & ASSOC INC
+$1.0M
6,359
减持
SCHW
SCHWAB CHARLES CORP
-$1.0M
116,401
-3%
增持
QQQ
INVESCO QQQ TR
-$999.8K
28,152
+0%
增持
LLY
ELI LILLY & CO
-$989.6K
16,309
+10%
增持
PM
PHILIP MORRIS INTL INC
+$987.7K
90,971
+4%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$967.6K
453,233
+8%
增持
NEM
NEWMONT CORP
+$934.5K
78,935
+4%
增持
AXP
AMERICAN EXPRESS CO
-$931.8K
13,980
+0%
增持
—
EATON CORP PLC
+$921.8K
22,408
+1%
增持
ETR
ENTERGY CORP NEW
+$921.0K
43,752
+1%
减持
CMI
CUMMINS INC
+$920.5K
34,118
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$918.2K
1,388
-50%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$907.9K
21,203
+3%
减持
ALL
ALLSTATE CORP
-$885.7K
5,899
-42%
增持
WMB
WILLIAMS COS INC
+$882.1K
40,867
+17%
增持
NTCT
NETSCOUT SYS INC
+$879.0K
93,635
+21%
清仓
—
ASTRAZENECA PLC
-$876.9K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$872.6K
32,680
+49%
增持
MGV
VANGUARD WORLD FD
+$871.8K
121,428
+2%
减持
MS
MORGAN STANLEY
-$871.5K
17,164
-18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$864.3K
37,692
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$864.1K
3,923
-19%
增持
LNG
CHENIERE ENERGY INC
+$858.9K
8,503
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$858.6K
25,982
+75%
增持
FITB
FIFTH THIRD BANCORP
+$849.6K
27,765
+195%
增持
PNC
PNC FINL SVCS GROUP INC
+$833.4K
6,693
+150%
增持
KO
COCA COLA CO
+$831.4K
58,854
+13%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$818.5K
898,925
-1%
增持
CIEN
CIENA CORP
+$795.3K
2,637
+170%
增持
CMCSA
COMCAST CORP NEW
+$791.7K
55,193
+108%
建仓
IDCC
INTERDIGITAL INC
+$783.7K
2,595
增持
SNA
SNAP ON INC
+$768.9K
5,744
+50%
增持
KLAC
KLA CORP
+$752.8K
1,674
+19%
增持
EOG
EOG RES INC
+$751.3K
15,851
+8%
清仓
ROP
ROPER TECHNOLOGIES INC
-$742.0K
0
-100%
增持
LPLA
LPL FINL HLDGS INC
-$741.7K
17,115
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$739.1K
82,927
+4%
增持
WELL
WELLTOWER INC
+$738.9K
8,239
+72%
建仓
—
ASTRAZENECA PLC
+$737.4K
3,739
增持
GS
GOLDMAN SACHS GROUP INC
+$731.3K
4,428
+29%
增持
CF
CF INDUSTRIES HOLD
+$706.1K
7,752
+100%
减持
BAC
BANK AMERICA CORP
-$701.7K
111,224
-0%
增持
JPM
JPMORGAN CHASE & CO
-$694.8K
86,802
+7%
减持
DFAC
DIMENSIONAL ETF TRUST
-$694.3K
710,928
-1%
建仓
MTCH
MATCH GROUP INC NEW
+$688.9K
22,432
