EF

Empirical Finance, LLC

分散型投资策略逆势操作型高品质投资策略

申报总市值

US$21.3亿

申报季度: 2026-03-31 · 持股只数: 483

Empirical Finance, LLC在最新一期 13F 报告中披露了 483 项持股，申报期为 2026-03-31，总持股市值约为 US$21.3亿，季度换手率为 30.0%。

机构性格雪花图

集中度
6.81
持仓稳定性
29.97
动能／逆势
0
行业集中度
49.36
多样化
100
仓位均衡度
73.1

近期动向

  • 减仓 GOOG

    -41.9%　-US$5902.3万

  • 减仓 QVAL

    -78.3%　-US$4684.2万

  • 减仓 MSFT

    -0.1%　-US$2804.3万

  • 减仓 VOO

    -97.6%　-US$2084.5万

  • 加仓 TSM

    +86.5%　US$1666.3万

  • 加仓 ET

    +86.8%　US$1471.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技6.69%-0.58%-0.17%
2AAPLApple INC股票-科技5.98%-0.53%-0.17%
3MSFTMicrosoft CORP股票-科技4.27%-1.41%-0.14%
4AMZNAmazon.com INC股票-周期性消费3.69%—+9.90%
5GOOGAlphabet Inc-cl C股票-通信服务3.15%-2.87%-41.87%
6GOOGLAlphabet Inc-cl A股票-通信服务2.67%+2.67%NEW
7AVGOBroadcom INC股票-科技2.08%-0.28%+0.01%
8METAMeta Platforms Inc-class A股票-通信服务2.00%-0.35%-0.15%
9TSMTaiwan Semiconductor-sp Adr股票-科技1.51%+0.77%+86.46%
10TSLATesla INC股票-周期性消费1.39%-0.31%-0.02%
11JPMJpmorgan Chase & Co股票-金融1.39%-0.15%-0.26%
12ETEnergy Transfer LP股票-能源1.27%+0.68%+86.79%
13XOMExxon Mobil CORP股票-能源1.21%+0.34%-0.26%
14LLYEli Lilly & Co股票-医疗保健1.15%-0.22%-0.17%
15BRK-BBerkshire Hathaway Inc-cl B股票-其他1.13%—+0.50%
16JNJJohnson & Johnson股票-医疗保健0.95%+0.13%-0.17%
17OMABGrupo Aeroportuario Cen-adr股票-其他0.91%+0.41%+74.60%
18PACGrupo Aeroportuario Pac-adr股票-其他0.87%+0.49%+148.06%
19WESWestern Midstream Partners L股票-能源0.86%+0.41%+86.76%
20WMTWalmart INC股票-非周期性消费0.83%—-0.10%
21VTIVanguard Total Stock Mkt ETFETF-其他0.83%+0.83%NEW
22CAOSAlpha Architect Tail RiskETF-其他0.80%+0.80%NEW
23CVXChevron CORP股票-能源0.74%+0.19%-0.22%
24AXAxos Financial INC股票-金融0.71%+0.32%+86.55%
25COSTCostco Wholesale CORP股票-非周期性消费0.70%+0.09%-0.15%
26QVALAlpha Arch US Qnt Value ETFETF-其他0.68%-2.24%-78.32%
27NFLXNetflix INC股票-通信服务0.66%—-0.22%
28MAMastercard INC - A股票-金融0.66%-0.11%-0.19%
29CSWCCapital Southwest CORP股票-其他0.64%+0.64%NEW
30CATCaterpillar INC股票-工业0.64%+0.12%-0.25%
31VVisa Inc-class A Shares股票-金融0.62%-0.11%-0.07%
32ABBVAbbvie INC股票-医疗保健0.60%—-0.17%
33MUMicron Technology INC股票-科技0.59%—-0.02%
34MPLXMplx LP股票-能源0.58%+0.28%+86.58%
35PGProcter & Gamble Co/the股票-非周期性消费0.56%—-0.17%
36HDHome Depot INC股票-周期性消费0.55%—-0.17%
37BACBank Of America CORP股票-金融0.53%—-0.23%
38MSMorgan Stanley股票-金融0.53%—+3.35%
39CSCOCisco Systems INC股票-科技0.53%—-0.20%
40AMDAdvanced Micro Devices股票-科技0.52%—-0.16%
41MRKMerck & Co. INC.股票-医疗保健0.51%—-0.23%
42GEGeneral Electric股票-工业0.49%—-0.18%
43IVALAlpha Archi Intl Qt Vlu ETFETF-其他0.47%+0.47%NEW
44KOCoca-cola Co/the股票-非周期性消费0.47%—-0.16%
45WFCWells Fargo & Co股票-金融0.46%—-0.39%
46AMATApplied Materials INC股票-科技0.46%+0.11%-0.22%
47LRCXLam Research CORP股票-科技0.45%—-0.23%
48GSGoldman Sachs Group INC股票-金融0.44%—-0.33%
49RTXRtx CORP股票-工业0.43%—-0.23%
50UNHUnitedhealth Group INC股票-医疗保健0.41%-0.10%-0.14%
1–50 of 483

本季持股变动

Empirical Finance, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Alphabet Inc-cl A (GOOGL); 新建仓: Vanguard Total Stock Mkt ETF (VTI); 新建仓: Alpha Architect Tail Risk (CAOS); 新建仓: Capital Southwest CORP (CSWC); 新建仓: Alpha Archi Intl Qt Vlu ETF (IVAL).

Empirical Finance, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1TSMTaiwan Semiconductor-sp Adr+0.8%+86.46%加仓
2ETEnergy Transfer LP+0.7%+86.79%加仓
3PACGrupo Aeroportuario Pac-adr+0.5%+148.06%加仓
4WESWestern Midstream Partners L+0.4%+86.76%加仓
5OMABGrupo Aeroportuario Cen-adr+0.4%+74.60%加仓
6SFMSprouts Farmers Market INC+0.4%+2005.74%加仓
7XOMExxon Mobil CORP+0.3%-0.26%减仓
8AXAxos Financial INC+0.3%+86.55%加仓
9MPLXMplx LP+0.3%+86.58%加仓
10CVXChevron CORP+0.2%-0.22%减仓
11JNJJohnson & Johnson+0.1%-0.17%减仓
12TXTernium Sa-sponsored Adr+0.1%+69.42%加仓
13CATCaterpillar INC+0.1%-0.25%减仓
14AMATApplied Materials INC+0.1%-0.22%减仓
15AGMFederal Agric Mtg Corp-cl C+0.1%+85.89%加仓
16MEDPMedpace Holdings INC+0.1%+81.00%加仓
17COSTCostco Wholesale CORP+0.1%-0.15%减仓
18ORCLOracle CORP-0.1%-0.02%减仓
19UNHUnitedhealth Group INC-0.1%-0.14%减仓
20INTUIntuit INC-0.1%-0.12%减仓
21VVisa Inc-class A Shares-0.1%-0.07%减仓
22MAMastercard INC - A-0.1%-0.19%减仓
23CRMSalesforce INC-0.1%-0.19%减仓
24JPMJpmorgan Chase & Co-0.2%-0.26%减仓
25LLYEli Lilly & Co-0.2%-0.17%减仓
26AVGOBroadcom INC-0.3%+0.01%加仓
27TSLATesla INC-0.3%-0.02%减仓
28METAMeta Platforms Inc-class A-0.4%-0.15%减仓
29PTMCPacer Trendpilot US Mid Cap-0.5%-83.24%减仓
30AAPLApple INC-0.5%-0.17%减仓
31NVDANvidia CORP-0.6%-0.17%减仓
32VOOVanguard S&p 500 ETF-1%-97.58%减仓
33MSFTMicrosoft CORP-1.4%-0.14%减仓
34QVALAlpha Arch US Qnt Value ETF-2.2%-78.32%减仓
35GOOGAlphabet Inc-cl C-2.9%-41.87%减仓
36GOOGLAlphabet Inc-cl A—NEW新建仓
37VTIVanguard Total Stock Mkt ETF—NEW新建仓
38CAOSAlpha Architect Tail Risk—NEW新建仓
39CSWCCapital Southwest CORP—NEW新建仓
40IVALAlpha Archi Intl Qt Vlu ETF—NEW新建仓
41AAVMAlpha Architect Global Facto—NEW新建仓
42ASRGrupo Aeroportuario Sur-adr—NEW新建仓
43✓ Corporacion Amer Arpts S A—EXIT清仓
44PTINPacer Trendpilot Intl ETF—NEW新建仓
45IMOMAlpha Intl Quant Mom ETF—NEW新建仓
46CPACopa Holdings, S.A.—EXIT清仓
47QMOMAlpha US Quant Mom ETF—NEW新建仓
48PTNQPacer Trendpilot 100 ETF—NEW新建仓
49VOEVanguard Mid-cap Value ETF—NEW新建仓
50BOXXAlpha Architect 1-3 Mnth Box—NEW新建仓

FAQ

Empirical Finance, LLC 是什么机构？属于哪种投资人类型？
Empirical Finance, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$21.3亿，分布在 483 个已申报仓位之中。
Empirical Finance, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Empirical Finance, LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$1.4亿 (6.7%) 2. Apple INC (AAPL) — US$1.3亿 (6.0%) 3. Microsoft CORP (MSFT) — US$9096.7万 (4.3%) 4. Amazon.com INC (AMZN) — US$7852.0万 (3.7%) 5. Alphabet Inc-cl C (GOOG) — US$6710.4万 (3.1%)
Empirical Finance, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Empirical Finance, LLC 共进行了 50 项显著调整：新建仓 13 个仓位、加仓 12 个既有持股、减仓 23 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Alphabet Inc-cl A (GOOGL); 新建仓: Vanguard Total Stock Mkt ETF (VTI); 新建仓: Alpha Architect Tail Risk (CAOS); 新建仓: Capital Southwest CORP (CSWC); 新建仓: Alpha Archi Intl Qt Vlu ETF (IVAL)
Empirical Finance, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Empirical Finance, LLC 的主要板块分布如下： • Information Technology: 31.9% • Financials: 11.9% • Communication Services: 11.6% • Consumer Discretionary: 9.8% • Health Care: 9.7% • Industrials: 8.0%