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Rise Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Rise Advisors, LLC
报告期 2026-03-31 · CIK 0001831316
持仓数
94
前50大市值合计
$270.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
21Q4
22Q3 调仓
2021-12-31 → 2022-09-30 · 共 150 项
建仓 18
增持 86
减持 40
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD VALUE ETF
+$11.8M
121,934
+459%
增持
VUG
VANGUARD GROWTH ETF
+$10.7M
63,544
+599%
减持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$4.5M
91,628
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。
-50%
建仓
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$4.4M
113,590
减持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
-$3.3M
301,952
-4%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$2.3M
143,002
+47%
减持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$1.8M
135,791
-20%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$1.8M
133,455
+41%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$894.8K
21,007
-22%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$734.4K
11,772
-28%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$731.7K
93,212
+73%
增持
HD
HOME DEPOT INC COM
-$703.3K
8,756
+16%
增持
AAPL
APPLE INC COM
-$599.9K
23,103
+8%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$562.6K
32,100
+62%
建仓
DKNG
DRAFTKINGS INC NEW COM CL A
+$462.0K
30,494
清仓
—
DRAFTKINGS INC COM CL A
-$448.2K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$363.1K
4,867
-4%
增持
TGT
TARGET CORP COM
-$333.9K
13,302
+33%
减持
FAST
FASTENAL CO COM
-$326.8K
8,370
-25%
增持
MSFT
MICROSOFT CORP COM
-$317.1K
3,936
+7%
增持
—
EXXON MOBIL CORP COM
+$316.5K
6,074
+74%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$285.4K
7,786
-25%
减持
SPY
SPDR S&P 500 ETF TRUST
-$281.2K
406
-55%
增持
SQ
BLOCK INC CL A
-$264.5K
27,344
+150%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$239.3K
8,818
+120%
减持
FBND
FIDELITY TOTAL BOND ETF
-$213.7K
15,488
-9%
减持
ABT
ABBOTT LABS COM
-$211.7K
3,171
-14%
增持
PYPL
PAYPAL HLDGS INC COM
+$203.3K
26,296
+141%
增持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
-$203.2K
31,554
+1%
清仓
CRBN
ISHARES MSCI ACWI LOW CARBON TARGET ETF
-$178.7K
0
-100%
减持
TMP
TOMPKINS FINL CORP COM
-$175.3K
15,875
-0%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$169.7K
4,631
-1%
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$164.0K
5,532
增持
BAC
BK OF AMERICA CORP COM
+$161.4K
11,718
+171%
增持
AMZN
AMAZON COM INC COM
-$155.8K
3,723
+2052%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$155.1K
1,064
-59%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$145.0K
7,346
+0%
清仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$144.2K
0
-100%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$138.2K
21,053
+3%
减持
LOW
LOWES COS INC COM
-$133.1K
1,813
-1%
增持
MRK
MERCK & CO INC COM
+$130.5K
4,182
+40%
增持
COST
COSTCO WHSL CORP NEW COM
+$130.4K
439
+225%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$122.2K
3,638
+2%
减持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
-$119.1K
4,549
-10%
减持
IVV
ISHARES CORE S&P 500 ETF
-$116.9K
864
-3%
减持
LULU
LULULEMON ATHLETICA INC COM
-$110.7K
537
-19%
减持
BBY
BEST BUY INC COM
-$110.2K
2,858
-0%
减持
IDXX
IDEXX LABS INC COM
-$99.9K
298
-0%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$98.3K
185
-79%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$97.9K
2,870
+1%
清仓
—
GENERATIONS BANCORP NY INC COM
-$96.1K
0
-100%
增持
PAYX
PAYCHEX INC COM
-$92.1K
5,667
+6%
建仓
QDEL
QUIDELORTHO CORP COM
+$91.0K
1,270
增持
F
FORD MTR CO DEL COM
+$90.5K
11,549
+523%
增持
MU
MICRON TECHNOLOGY INC COM
+$89.9K
1,925
+2862%
建仓
—
GENERATIONS BANCORP NY INC COM
+$89.0K
8,063
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$88.1K
3,344
+24%
增持
TSLA
TESLA INC COM
-$86.6K
1,047
+203%
增持
KO
COCA COLA CO COM
+$84.9K
2,189
+240%
减持
—
ALPS O'SHARES GLOBAL INTERNET GIANTS ETF
-$79.5K
2,375
-16%
清仓
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$78.5K
0
-100%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$78.3K
0
-100%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$77.6K
8,869
+36%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
-$75.4K
3,378
+1%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$75.2K
1,601
+5%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
-$75.0K
7,112
+4%
增持
GD
GENERAL DYNAMICS CORP COM
+$72.7K
361
+1619%
增持
AFL
AFLAC INC COM
+$69.9K
1,581
+382%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$69.8K
2,466
+66%
增持
PEP
PEPSICO INC COM
+$68.2K
817
+119%
增持
IYR
ISHARES U.S. REAL ESTATE ETF
-$67.2K
2,197
+4%
增持
BDX
BECTON DICKINSON & CO COM
+$66.4K
319
+1672%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$66.0K
13,638
-1%
建仓
D
DOMINION ENERGY INC COM
+$66.0K
958
建仓
SPGI
S&P GLOBAL INC COM
+$65.0K
212
增持
T
AT&T INC COM
-$62.6K
6,735
+0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$62.4K
259
+2255%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$62.2K
737
+73%
增持
—
CHUBB LIMITED COM
+$62.1K
376
+1113%
增持
MCD
MCDONALDS CORP COM
+$58.9K
1,110
+51%
减持
GM
GENERAL MTRS CO COM
-$57.0K
1,903
-5%
建仓
UPRO
PROSHARES ULTRAPRO S&P500
+$56.0K
1,958
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$55.5K
3,229
-13%
建仓
HON
HONEYWELL INTL INC COM
+$54.0K
325
增持
BX
BLACKSTONE INC COM
+$53.4K
827
+583%
增持
WMT
WALMART INC COM
+$53.1K
3,194
+28%
增持
SHOP
SHOPIFY INC CL A
-$52.7K
1,920
+2426%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$51.4K
2,416
-5%
增持
QQQ
INVESCO QQQ TRUST
+$48.4K
1,761
+66%
增持
MA
MASTERCARD INCORPORATED CL A
+$47.6K
342
+148%
减持
NFLX
NETFLIX INC COM
-$47.3K
93
-19%
建仓
DBRG
DIGITALBRIDGE GROUP INC CL A NEW
+$47.0K
3,748
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$46.3K
434
+2%
增持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$45.5K
937
+7%
减持
MOO
VANECK AGRIBUSINESS ETF
-$45.1K
809
-30%
增持
JNJ
JOHNSON & JOHNSON COM
+$45.0K
1,828
+23%
建仓
EOG
EOG RES INC COM
+$45.0K
406
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$45.0K
109
+627%
增持
NVDA
NVIDIA CORPORATION COM
+$43.6K
1,358
+229%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$43.1K
278
+181%
建仓
SYY
SYSCO CORP COM
+$42.0K
600
增持
TXN
TEXAS INSTRS INC COM
+$41.6K
347
+426%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$41.4K
275
+0%
增持
DIS
DISNEY WALT CO COM
-$41.3K
1,038
+15%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$40.8K
688
+1%
增持
VO
VANGUARD MID-CAP ETF
-$39.9K
639
+2%
增持
INTC
INTEL CORP COM
+$39.3K
3,549
+253%
建仓
WCBR
WISDOMTREE CYBERSECURITY FUND
+$39.0K
2,301
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$38.7K
1,876
-8%
增持
—
EATON CORP PLC SHS
+$38.6K
371
+518%
增持
CVX
CHEVRON CORP NEW COM
+$38.5K
639
+40%
增持
UNP
UNION PAC CORP COM
+$38.3K
608
+90%
建仓
ZTS
ZOETIS INC CL A
+$38.0K
253
增持
NKE
NIKE INC CL B
+$37.7K
944
+290%
减持
DDOG
DATADOG INC CL A COM
-$36.9K
412
-1%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$36.5K
1,079
-21%
建仓
STT
STATE STR CORP COM
+$36.0K
600
增持
WM
WASTE MGMT INC DEL COM
+$35.7K
517
+83%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$35.7K
1,712
-14%
增持
DOCU
DOCUSIGN INC COM
-$35.3K
802
+56%
建仓
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
+$35.0K
904
增持
—
MEDTRONIC PLC SHS
+$34.9K
610
+345%
增持
SO
SOUTHERN CO COM
+$34.7K
1,012
+102%
建仓
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$34.0K
956
减持
IEO
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
-$33.9K
65
-90%
增持
GLW
CORNING INC COM
+$33.8K
2,274
+163%
增持
—
GARMIN LTD SHS
+$33.6K
435
+4250%
增持
UPST
UPSTART HLDGS INC COM
-$33.1K
315
+19%
建仓
LNT
ALLIANT ENERGY CORP COM
+$33.0K
629
增持
C
CITIGROUP INC COM NEW
+$32.8K
855
+1513%
增持
ED
CONSOLIDATED EDISON INC COM
+$32.5K
722
+109%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$31.7K
2,718
-2%
增持
TIP
ISHARES TIPS BOND ETF
-$31.6K
1,803
+6%
增持
CAT
CATERPILLAR INC COM
+$31.5K
565
+90%
增持
PRU
PRUDENTIAL FINL INC COM
+$31.2K
848
+120%
减持
EMN
EASTMAN CHEM CO COM
-$30.8K
608
-0%
减持
FLGT
FULGENT GENETICS INC COM
-$30.8K
403
-11%
增持
APD
AIR PRODS & CHEMS INC COM
+$30.3K
234
+200%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$30.1K
1,746
+5%
增持
PPG
PPG INDS INC COM
-$30.0K
500
+1%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$29.2K
640
+2%
减持
—
THE NECESSITY RETAIL REIT INC COM CLASS A
-$29.0K
2,637
-46%
减持
IGOV
ISHARES INTERNATIONAL TREASURY BOND ETF
-$28.7K
569
-42%
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$28.6K
415
+1496%
增持
CSCO
CISCO SYS INC COM
+$28.4K
4,771
+86%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$28.4K
1,194
+40%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$28.4K
47
-20%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$28.2K
937
+73%
减持
SBUX
STARBUCKS CORP COM
-$28.2K
595
-11%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
-$28.2K
1,110
+1%
