Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

SEC CIK
0001510434

2026 年第 2 季 持倉

持倉截至 2026/6/30,申報日 2026/7/14。SEC

持股檔數
1,046
較 2026 年第 1 季 +62
總值
$68.25 億
較 2026 年第 1 季 +$10.7 億 (+18.6%)

跟 2026 年第 1 季 比較:新進、加碼、減碼與清倉

持股

只含多頭部位。變化是跟 2026 年第 1 季 比股數。

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 在 2026 年第 2 季 的持倉
證券類別股數市值佔組合 %股數變化動作歷年
NVDANVIDIA CORPORATION COMStock2,060,394$4.12 億6.04%+103,042+5.3%加碼查看
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF1,794,452$3.94 億5.77%+27,758+1.6%加碼–
ISHARES TR46434V456MSCI INTL QUALTY7,891,119$3.91 億5.73%+1,051,210+15.4%加碼–
ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396ETF931,613$3.19 億4.68%−28,786−3.0%減碼–
VANGUARD MALVERN FDS922020805STRM INFPROIDX5,146,018$2.58 億3.79%+255,209+5.2%加碼–
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD2,877,812$2.27 億3.33%+138,889+5.1%加碼–
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE3,355,094$1.85 億2.70%+160,599+5.0%加碼–
AAPLAPPLE INC COMStock620,743$1.8 億2.63%+8,324+1.4%加碼查看
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF2,028,593$1.68 億2.46%+43,903+2.2%加碼–
ISHARES TR464288877EAFE VALUE ETF2,134,694$1.63 億2.39%+125,480+6.2%加碼–
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870ETF1,454,830$1.2 億1.76%+63,238+4.5%加碼–
DIMENSIONAL ETF TRUST25434V807INTERNATNAL VAL1,835,877$9,917.41 萬1.45%+50,396+2.8%加碼–
MSFTMICROSOFT CORP COMStock229,490$8,560.41 萬1.25%+8,773+4.0%加碼查看
SPYSTATE STREET SPDR S&P 500 ETFETF103,930$7,761.19 萬1.14%+7,489+7.8%加碼查看
WISDOMTREE TR97717Y477US QUALITY GROW1,160,231$7,661.01 萬1.12%+139,185+13.6%加碼–
DFA INVT DIMENSIONS GROUP IN25239Y238U.S. MIC CAP SHS1,238,052$7,562.02 萬1.11%+83,924+7.3%加碼–
AMZNAMAZON COM INC COMStock313,948$7,482.64 萬1.10%+18,338+6.2%加碼查看
VANGUARD MORNINGSTAR VALUE ETF922908744ETF336,297$7,328.93 萬1.07%−3,868−1.1%減碼–
VANGUARD SCOTTSDALE FDS92206C102SHORT TERM TREAS1,212,961$7,059.43 萬1.03%+62,792+5.5%加碼–
AMERICAN CENTY ETF TR025072802INTL SMCP VLU663,940$6,841.91 萬1.00%+33,361+5.3%加碼–
GOOGALPHABET INC CAP STK CL CStock184,231$6,509.45 萬0.95%+13,782+8.1%加碼查看
DIMENSIONAL U.S. TARGETED VALUE ETF25434V609ETF922,732$6,449.89 萬0.95%+8,659+0.9%加碼–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF899,556$6,409.34 萬0.94%+631+0.1%加碼–
METAMETA PLATFORMS INC CL AStock109,412$6,163.06 萬0.90%+3,518+3.3%加碼查看
CSCOCISCO SYS INC COMStock481,100$5,651 萬0.83%+5,322+1.1%加碼查看
AMERICAN CENTY ETF TR025072877US SML CP VALU444,573$5,546.49 萬0.81%+29,914+7.2%加碼–
VANGUARD REAL ESTATE ETF922908553ETF479,864$4,627.33 萬0.68%+24,402+5.4%加碼–
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888ETF951,415$4,578.21 萬0.67%+94,315+11.0%加碼–
AVGOBROADCOM INC COMStock105,429$3,982.56 萬0.58%+6,678+6.8%加碼查看
MUMICRON TECHNOLOGY INC COMStock31,930$3,685.61 萬0.54%−475−1.5%減碼查看
TSLATESLA INC COMStock85,663$3,602.99 萬0.53%+6,941+8.8%加碼查看
DELLDELL TECHNOLOGIES INC CL CStock83,245$3,591.67 萬0.53%−2,627−3.1%減碼查看
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF1,243,692$3,445.03 萬0.50%+110,906+9.8%加碼–
SPDR SERIES TRUST78468R408ST TERM HIGH ETF1,314,467$3,290.11 萬0.48%−173,064−11.6%減碼–
LRCXLAM RESEARCH CORP COM NEWStock73,978$3,205.69 萬0.47%−1,659−2.2%減碼查看
GOOGLALPHABET INC CAP STK CL AStock89,371$3,193.87 萬0.47%+5,033+6.0%加碼查看
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF86,300$3,193.42 萬0.47%+9,073+11.7%加碼–
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF131,099$3,185.59 萬0.47%+2,606+2.0%加碼–
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718ETF205,418$3,169.39 萬0.46%−933−0.5%減碼–
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF705,804$3,130.95 萬0.46%−5,124−0.7%減碼–
AMDADVANCED MICRO DEVICES INC COMStock53,576$3,112.28 萬0.46%−1,967−3.5%減碼查看
SCHWAB U.S. LARGE-CAP ETF808524201ETF1,053,827$3,101.41 萬0.45%+843+0.1%加碼–
JPMJPMORGAN CHASE & CO COMStock90,555$2,964.13 萬0.43%+3,753+4.3%加碼查看
ISHARES TR46435G516ESG AW MSCI EAFE282,212$2,901.42 萬0.43%+395+0.1%加碼–
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF691,936$2,887.45 萬0.42%+13,658+2.0%加碼–
ISHARES TR464288869MICRO-CAP ETF140,737$2,815.3 萬0.41%+73+0.1%加碼–
MOALTRIA GROUP INC COMStock371,812$2,675.35 萬0.39%+12,553+3.5%加碼查看
VANGUARD WORLD FD921910873MEGA CAP INDEX97,516$2,668.32 萬0.39%+8,097+9.1%加碼–
DIMENSIONAL U.S. SMALL CAP ETF25434V500ETF317,417$2,613.61 萬0.38%+740.0%加碼–
VANGUARD WELLINGTON FD921935508US MOMENTUM104,019$2,595.39 萬0.38%−5,192−4.8%減碼–
BNYBANK OF NY MELLON CORP COMStock179,269$2,592.41 萬0.38%+5,294+3.0%加碼查看
WDCWESTERN DIGITAL CORPCOM40,566$2,591.03 萬0.38%−4,298−9.6%減碼查看
VANGUARD WORLD FD921910816MEGA GRWTH IND284,728$2,503.05 萬0.37%+232,511+445.3%加碼–
GLWCORNING INCCOM95,162$2,430.71 萬0.36%−8,838−8.5%減碼查看
CMICUMMINS INC COMStock33,334$2,377.45 萬0.35%−784−2.3%減碼查看
ISHARES TR464288885EAFE GRWTH ETF189,907$2,362.83 萬0.35%+17,791+10.3%加碼–
FIRST TR EXCH TRADED FD III33739E108PFD SECS INC ETF1,293,097$2,312.06 萬0.34%+53,575+4.3%加碼–
INVESCO QQQ TRUST SERIES I46090E103ETF31,215$2,298.71 萬0.34%+3,063+10.9%加碼–
JNJJOHNSON & JOHNSON COMStock90,031$2,286.52 萬0.34%+775+0.9%加碼查看
VANGUARD INTL EQUITY INDEX F922042676GLB EX US ETF500,022$2,242.6 萬0.33%+46,789+10.3%加碼–
COSTCOSTCO WHOLESALE CORPORATION COMStock23,649$2,212.33 萬0.32%+2,128+9.9%加碼查看
ISHARES CORE S&P SMALL CAP ETF464287804ETF144,071$2,136.72 萬0.31%+12,449+9.5%加碼–
VANGUARD WORLD FD921910840MEGA CAP VAL ETF129,222$2,112.13 萬0.31%+7,794+6.4%加碼–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock41,899$2,096.59 萬0.31%+4,207+11.2%加碼查看
FIRST TR EXCH TRD ALPHDX FD33737J182EMERG MKT ALPH636,366$2,035.69 萬0.30%+19,187+3.1%加碼–
LLYELI LILLY & CO COMStock16,956$2,033.75 萬0.30%+647+4.0%加碼查看
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL402,854$2,013.87 萬0.30%+1,411+0.4%加碼–
WMTWALMART INC COMStock177,246$2,007.49 萬0.29%+979+0.6%加碼查看
AMATAPPLIED MATLS INC COMStock27,556$1,992.27 萬0.29%+768+2.9%加碼查看
VANGUARD S&P 500 ETF922908363ETF28,944$1,987.9 萬0.29%+2,050+7.6%加碼–
VANGUARD MORNINGSTAR LARGE-CAP ETF922908637ETF55,237$1,899.64 萬0.28%−57−0.1%減碼–
PWRQUANTA SVCS INCCOM25,100$1,807.3 萬0.26%−474−1.9%減碼查看
ISHARES TR46429B7470-5 YR TIPS ETF169,160$1,728.14 萬0.25%−1,111−0.7%減碼–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF288,101$1,719.67 萬0.25%−4,423−1.5%減碼–
CATCATERPILLAR INC COMStock16,021$1,706.09 萬0.25%−216−1.3%減碼查看
IBMINTERNATIONAL BUSINESS MACHS COMStock60,158$1,691.7 萬0.25%+3,106+5.4%加碼查看
PMPHILIP MORRIS INTL INC COMStock93,226$1,686.61 萬0.25%+2,255+2.5%加碼查看
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF53,368$1,617.7 萬0.24%+37+0.1%加碼–
SCHWAB EMERGING MARKETS EQUITY ETF808524706ETF440,417$1,596.95 萬0.23%−9,944−2.2%減碼–
ISHARES CORE S&P 500 ETF464287200ETF20,833$1,560.17 萬0.23%−1,538−6.9%減碼–
VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512ETF76,209$1,505.9 萬0.22%+5,436+7.7%加碼–
SCHWAB U.S. SMALL-CAP ETF808524607ETF414,348$1,497.04 萬0.22%−14,854−3.5%減碼–
INTCINTEL CORP COMStock105,510$1,473.23 萬0.22%−6,573−5.9%減碼查看
ISHARES TR46435U663ESG AWARE MSCI260,272$1,455.7 萬0.21%−2,256−0.9%減碼–
ADPAUTOMATIC DATA PROCESSING INC COMStock64,290$1,439.82 萬0.21%+13,367+26.2%加碼查看
ISHARES INC46434G863ESG AWR MSCI EM262,736$1,436.9 萬0.21%−8,595−3.2%減碼–
SPDR INDEX SHS FDS78463X756ST MARKE CAP ETF182,808$1,358.36 萬0.20%+4,821+2.7%加碼–
VVISA INC COM CL AStock39,521$1,355.93 萬0.20%+3,910+11.0%加碼查看
XOMEXXON MOBIL CORPCOM97,608$1,334.5 萬0.20%+632+0.7%加碼查看
ADIANALOG DEVICES INC COMStock33,242$1,320.26 萬0.19%−824−2.4%減碼查看
VANGUARD MORNINGSTAR MID-CAP GROWTH ETF922908538ETF42,929$1,314.93 萬0.19%+4,127+10.6%加碼–
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF82,964$1,311.08 萬0.19%+9,589+13.1%加碼–
SCHWAB U.S. LARGE-CAP VALUE ETF808524409ETF373,856$1,301.39 萬0.19%+240+0.1%加碼–
HPEHEWLETT PACKARD ENTERPRISE CCOM288,215$1,300.16 萬0.19%+5,096+1.8%加碼查看
RBB FUND TRUST75526L852LONGVIEW ADVANTG187,741$1,219.39 萬0.18%00.0%不變–
TXNTEXAS INSTRS INC COMStock39,444$1,175.72 萬0.17%−1,569−3.8%減碼查看
NUSHARES ETF TR67092P508NUVEEN ESG MIDVL266,948$1,160.96 萬0.17%−343−0.1%減碼–
SCHWCHARLES SCHWAB CORP (THE) COMStock125,674$1,159.59 萬0.17%+9,373+8.1%加碼查看
UALUNITED AIRLS HLDGS INCCOM82,819$1,126.26 萬0.17%+5,586+7.2%加碼查看
ISHARES TR46435G425ESG AWR MSCI USA67,340$1,102.16 萬0.16%+60+0.1%加碼–

選擇權(14 檔)

同一份申報裡的賣權(put)與買權(call)部位。金額是標的股票的市值,也就是 13F 申報的數字。

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 在 2026 年第 2 季 的選擇權部位
證券類別賣權買權
NVDANVIDIA CORPORATION COMStock$2,327.05 萬$6 萬
ISHARES RUSSELL 2000 ETF464287655ETF$300.45 萬–
SPYSTATE STREET SPDR S&P 500 ETFETF–$59.74 萬
AVGOBROADCOM INC COMStock$56.66 萬–
XOMEXXON MOBIL CORPCOM$24.61 萬–
AMZNAMAZON COM INC COMStock$23.83 萬–
AMATAPPLIED MATLS INC COMStock–$21.69 萬
MUMICRON TECHNOLOGY INC COMStock–$11.54 萬
NFLXNETFLIX INC. COMStock–$7.14 萬
WDCWESTERN DIGITAL CORPCOM–$6.39 萬
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR–$4.78 萬
NKENIKE INC CL BStock$1.64 萬$1.64 萬
ADPAUTOMATIC DATA PROCESSING INC COMStock–$2.24 萬
SCHWCHARLES SCHWAB CORP (THE) COMStock–$9,227

2026 年第 1 季 之後清倉(56 檔)

2026 年第 1 季 季末還持有、這份申報已經沒有的部位。

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 在 2026 年第 1 季 之後清倉的部位
證券類別2026 年第 1 季 股數2026 年第 1 季 市值2026 年第 1 季 佔組合 %
HONHoneywell TechnologiesCOM9,347$211.29 萬0.04%
CCLCARNIVAL CORPUNIT 99/99/999966,509$172.12 萬0.03%
DDDUPONT DE NEMOURS INCCOM22,345$102.34 萬0.02%
INGRINGREDION INCCOM7,486$84.34 萬0.01%
TRUTH SOCIAL GOD BLESS AMERICA ETF886364462ETF14,860$62.2 萬0.01%
SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854ETF22,879$56.99 萬0.01%
PSLVSPROTT ASSET MANAGEMENT LPPHYSICAL SILVER21,380$52.15 萬0.01%
GGGGRACO INCCOM5,538$46.88 萬0.01%
SAMBOSTON BEER INCCL A2,019$46.52 萬0.01%
GAPGAP INCCOM17,547$42.46 萬0.01%
LOPEGRAND CANYON ED INCCOM2,384$40.54 萬0.01%
TTDTHE TRADE DESK INC COM CL AStock16,445$37.31 萬0.01%
APAAPA CORPORATION COMStock8,486$36.01 萬0.01%
LISTED FDS TR53656G498ROUN MA SEVE ETF5,870$34.01 萬0.01%
VANGUARD SCOTTSDALE FDS92206C730VNG RUS1000IDX1,080$31.87 萬0.01%
EPAMEPAM SYS INCCOM2,336$31.63 萬0.01%
MGMMGM RESORTS INTERNATIONAL COMStock8,350$30.9 萬0.01%
AWIARMSTRONG WORLD INDS INC NEWCOM1,860$30.65 萬0.01%
TIGOMILLICOM INTL CELLULAR S ACOM STK3,871$29.01 萬0.01%
AMTAMERICAN TOWER CORP COMREIT1,677$28.94 萬0.01%
DINOHF SINCLAIR CORPCOM4,612$28.77 萬0.01%
ALLEALLEGION PLCORD SHS1,893$27.5 萬0.00%
CLXCLOROX CO DEL COMStock2,602$26.96 萬0.00%
AMXAMERICA MOVIL SAB DE CVSPON ADS RP CL B10,333$26.33 萬0.00%
MLIMUELLER INDS INCCOM2,357$26.12 萬0.00%
TOPBUILD COR COM89055F103Stock742$26.07 萬0.00%
EQNREQUINOR ASASPONSORED ADR6,120$25.83 萬0.00%
LDOSLEIDOS HOLDINGS INCCOM1,632$25.38 萬0.00%
AXTAAXALTA COATING SYS LTDCOM8,971$24.85 萬0.00%
STLDSTEEL DYNAMICS INCCOM1,370$24.66 萬0.00%
DXRDAXOR CORPCOM25,192$24.49 萬0.00%
DECKDECKERS OUTDOOR CORPCOM2,385$23.87 萬0.00%
CNXCCONCENTRIX CORP COMStock8,566$23.44 萬0.00%
PNRPENTAIR PLCSHS2,626$22.88 萬0.00%
WEXWEX INCCOM1,465$22.42 萬0.00%
FLSFLOWSERVE CORPCOM3,015$22.16 萬0.00%
BPREBLUEROCK PVT REAL ESTATE FDCOM13,166$21.87 萬0.00%
BURLBURLINGTON STORES INCCOM671$21.83 萬0.00%
PROFESIONALLY MANAGED PORTFO74316P579AKRE FOCUS ETF4,128$21.82 萬0.00%
SUISUN CMNTYS INCCOM1,720$21.67 萬0.00%
SGISOMNIGROUP INTERNATIONAL INCCOM2,850$21.07 萬0.00%
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCKStock34,773$20.79 萬0.00%
FISFIDELITY NATL INFORMATION SVCS COMStock4,392$20.6 萬0.00%
EENI SPASPONSORED ADR3,585$20.29 萬0.00%
HUBSHUBSPOT INCCOM831$20.28 萬0.00%
TAPMOLSON COORS BEVERAGE COCL B4,650$20.02 萬0.00%
CDNACAREDX INCCOM11,138$19.34 萬0.00%
GOFGUGGENHEIM STRATEGIC OPPORTUCOM SBI14,539$16.02 萬0.00%
RDYDR REDDYS LABS LTDADR11,449$15.86 萬0.00%
SLVISHARES SILVER TRUSTETF1,577$10.75 萬0.00%
BSBRBANCO SANTANDER BRASIL S AADS REP 1 UNIT18,020$10.69 萬0.00%
NIONIO INC SPON ADSADR12,750$7.69 萬0.00%
NATNORDIC AMERICAN TANKERS LIMICOM10,394$6.09 萬0.00%
GEVOGEVO INCCOM PAR10,305$2.81 萬0.00%
CBATCBAK ENERGY TECHNOLOGY INCCOM10,250$8,4780.00%
GABELLI EQUITY TR INC362397226RIGHT 04/14/202671,620$5020.00%

各季 13F 申報

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 各季的 13F 申報
季度申報日持股檔數總值變化申報原文
2026 年第 2 季2026/7/141,046$68.25 億與 2026 年第 1 季 比較SEC
2026 年第 1 季2026/5/4984$57.54 億與 2025 年第 4 季 比較SEC
2025 年第 4 季2026/1/16891$55.75 億與 2025 年第 3 季 比較SEC
2025 年第 3 季2025/11/10790$49.71 億與 2025 年第 2 季 比較SEC
2025 年第 2 季2025/7/21684$44.2 億與 2025 年第 1 季 比較SEC
2025 年第 1 季2025/5/8646$38.76 億與 2024 年第 4 季 比較SEC
2024 年第 4 季2025/1/22609$36.76 億與 2024 年第 3 季 比較SEC
2024 年第 3 季2024/11/1565$35.48 億與 2024 年第 2 季 比較SEC
2024 年第 2 季2024/8/9559$33.16 億與 2024 年第 1 季 比較SEC
2024 年第 1 季2024/5/7527$32.23 億與 2023 年第 4 季 比較SEC
2023 年第 4 季2024/2/6494$29.43 億與 2023 年第 3 季 比較SEC
2023 年第 3 季2023/11/3462$25.42 億與 2023 年第 2 季 比較SEC
2023 年第 2 季2023/8/11458$24.78 億與 2023 年第 1 季 比較SEC
2023 年第 1 季2023/5/9462$23.06 億與 2022 年第 4 季 比較SEC
2022 年第 4 季2023/2/8455$21.23 億與 2022 年第 3 季 比較SEC
2022 年第 3 季2022/11/3462$19.07 億與 2022 年第 2 季 比較SEC
2022 年第 2 季2022/8/2462$19.06 億與 2022 年第 1 季 比較SEC
2022 年第 1 季2022/5/13492$20.06 億與 2021 年第 4 季 比較SEC
2021 年第 4 季2022/2/14516$20.03 億與 2021 年第 3 季 比較SEC
2021 年第 3 季2021/11/2449$17.56 億與 2021 年第 2 季 比較SEC
2021 年第 2 季2021/8/12442$16.51 億與 2021 年第 1 季 比較SEC
2021 年第 1 季2021/5/17390$12.42 億–SEC