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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 8
增持 90
减持 49
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
-$5.9M
12,918
-90%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$5.2M
424,141
+40%
减持
VTV
VANGUARD VALUE ETF
+$1.7M
119,665
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。
-2%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$648.7K
115,489
+2%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$410.8K
1,339
-81%
减持
PYPL
PAYPAL HLDGS INC COM
-$408.3K
26,042
-1%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$406.1K
31,210
-3%
增持
HD
HOME DEPOT INC COM
+$388.0K
8,877
+1%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$365.8K
4,658
-47%
减持
AAPL
APPLE INC COM
-$200.9K
23,028
-0%
减持
SQ
BLOCK INC CL A
+$194.2K
27,024
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$185.1K
3,490
+4%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$165.3K
87,581
-6%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$163.4K
3,152
-32%
减持
TSLA
TESLA INC COM
-$159.3K
964
-8%
增持
—
EXXON MOBIL CORP COM
+$141.3K
6,086
+0%
减持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$141.2K
89,851
-2%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$129.4K
3,876
-20%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$126.2K
141,565
+4%
减持
DKNG
DRAFTKINGS INC NEW COM CL A
-$124.9K
29,593
-3%
增持
AMZN
AMAZON COM INC COM
-$106.7K
3,742
+1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$98.5K
637
+57%
增持
QQQ
INVESCO QQQ TRUST
+$91.6K
2,113
+20%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$82.6K
10,466
+19%
增持
PFE
PFIZER INC COM
+$82.4K
8,556
+5%
减持
TMP
TOMPKINS FINL CORP COM
+$77.7K
15,864
-0%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$74.7K
144,321
+1%
增持
ABBV
ABBVIE INC COM
+$71.7K
2,622
+0%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$70.1K
16,806
-20%
增持
JPM
JPMORGAN CHASE & CO COM
+$69.5K
2,189
+2%
增持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$68.1K
31,718
+1%
清仓
D
DOMINION ENERGY INC COM
-$66.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$64.6K
9
-97%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$60.7K
21,237
+1%
增持
CAT
CATERPILLAR INC COM
+$59.3K
636
+13%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$57.0K
2,471
+0%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$54.8K
7,408
+1%
增持
CSCO
CISCO SYS INC COM
+$52.7K
5,116
+7%
减持
SPGI
S&P GLOBAL INC COM
-$52.4K
38
-82%
减持
GOOG
ALPHABET INC CAP STK CL C
-$51.8K
2,042
-16%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$50.3K
2,886
+1%
增持
BBY
BEST BUY INC COM
+$48.6K
2,862
+0%
增持
MCD
MCDONALDS CORP COM
+$48.5K
1,155
+4%
减持
UPRO
PROSHARES ULTRAPRO S&P500
-$44.2K
360
-82%
减持
JNJ
JOHNSON & JOHNSON COM
-$42.4K
1,452
-21%
增持
PAYX
PAYCHEX INC COM
+$42.4K
5,871
+4%
增持
ABT
ABBOTT LABS COM
+$41.4K
3,174
+0%
减持
—
MEDTRONIC PLC SHS
-$40.4K
110
-82%
建仓
PKG
PACKAGING CORP AMER COM
+$40.2K
314
增持
KO
COCA COLA CO COM
+$39.9K
2,561
+17%
增持
COST
COSTCO WHSL CORP NEW COM
+$39.4K
540
+23%
减持
MSFT
MICROSOFT CORP COM
-$38.5K
3,663
-7%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$37.3K
12,740
-7%
增持
BAC
BANK AMERICA CORP COM
+$36.6K
11,795
+1%
减持
STT
STATE STR CORP COM
-$36.0K
0
-100%
减持
MOO
VANECK AGRIBUSINESS ETF
-$35.6K
343
-58%
减持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$35.0K
0
-100%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$34.0K
2,430
+1%
减持
—
GARMIN LTD SHS
-$34.0K
11
-97%
增持
SO
SOUTHERN CO COM
+$33.9K
1,440
+42%
建仓
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$33.0K
404
减持
NVDA
NVIDIA CORPORATION COM
+$32.6K
1,352
-0%
增持
ED
CONSOLIDATED EDISON INC COM
+$31.7K
983
+36%
增持
MMM
3M CO COM
+$31.2K
1,686
+9%
减持
ZTS
ZOETIS INC CL A
-$30.2K
53
-79%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$30.1K
3,631
+22%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$29.5K
1,900
+9%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$28.7K
522
+37%
增持
PG
PROCTER AND GAMBLE CO COM
+$28.4K
1,098
+1%
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$28.0K
710
+71%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$27.7K
3,399
+1%
增持
WM
WASTE MGMT INC DEL COM
+$27.5K
704
+36%
增持
IVV
ISHARES CORE S&P 500 ETF
+$27.5K
878
+2%
减持
C
CITIGROUP INC COM NEW
-$27.0K
199
-77%
建仓
BSV
VANGUARD SHORT-TERM BOND ETF
+$26.7K
354
建仓
IUSV
ISHARES CORE S&P US VALUE ETF
+$26.6K
377
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$26.3K
1,195
+0%
增持
PRU
PRUDENTIAL FINL INC COM
+$26.0K
996
+17%
增持
INTC
INTEL CORP COM
+$26.0K
4,426
+25%
减持
NKE
NIKE INC CL B
-$25.8K
446
-53%
减持
MU
MICRON TECHNOLOGY INC COM
-$25.7K
1,406
-27%
增持
LNT
ALLIANT ENERGY CORP COM
+$25.6K
1,062
+69%
增持
AFL
AFLAC INC COM
+$25.4K
1,590
+1%
增持
WPC
WP CAREY INC COM
+$23.8K
1,303
+17%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$23.6K
446
+3%
减持
TGT
TARGET CORP COM
-$23.1K
13,090
-2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$22.8K
1,829
+24%
增持
T
AT&T INC COM
+$22.0K
6,792
+1%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$22.0K
5,555
+0%
建仓
—
GLOBALFOUNDRIES INC ORDINARY SHARES
+$21.9K
407
减持
CVX
CHEVRON CORP NEW COM
+$21.8K
634
-1%
减持
LULU
LULULEMON ATHLETICA INC COM
+$21.7K
536
-0%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$21.6K
1,638
+2%
增持
—
EATON CORP PLC SHS
+$20.3K
442
+19%
增持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
+$20.2K
4,588
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$19.8K
230
-13%
减持
IDXX
IDEXX LABS INC COM
+$19.7K
286
-4%
增持
APD
AIR PRODS & CHEMS INC COM
+$18.6K
235
+0%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$18.4K
1,156
+11%
减持
CRM
SALESFORCE INC COM
-$17.8K
205
-34%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$17.4K
866
+21%
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
+$16.6K
2,699
+1%
增持
HON
HONEYWELL INTL INC COM
+$16.1K
327
+1%
增持
ORCL
ORACLE CORP COM
+$15.6K
753
+0%
增持
—
CHUBB LIMITED COM
+$15.3K
378
+1%
减持
TTD
THE TRADE DESK INC COM CL A
-$15.1K
644
-13%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$15.0K
280
+1%
增持
FBND
FIDELITY TOTAL BOND ETF
+$15.0K
15,615
+1%
增持
IYH
ISHARES U.S. HEALTHCARE ETF
+$15.0K
486
+0%
减持
VFC
V F CORP COM
-$15.0K
1
-100%
建仓
GWX
SPDR S&P INTERNATIONAL SMALL CAP ETF
+$14.9K
506
减持
QDEL
QUIDELORTHO CORP COM
-$14.8K
890
-30%
减持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
-$14.7K
483
-49%
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$14.6K
319
减持
WCBR
WISDOMTREE CYBERSECURITY FUND
-$14.6K
1,601
-30%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$14.5K
1,889
+1%
增持
GILD
GILEAD SCIENCES INC COM
+$14.0K
442
+12%
增持
GD
GENERAL DYNAMICS CORP COM
+$13.0K
363
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$13.0K
942
+1%
减持
SHOP
SHOPIFY INC CL A
+$12.0K
1,845
-4%
清仓
—
BLACKROCK INCOME TR INC COM
-$12.0K
0
-100%
建仓
BKT
BLACKROCK INCOME TR INC COM NEW
+$11.9K
960
增持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$11.7K
939
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$11.3K
558
+1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$11.3K
11,576
-2%
增持
VO
VANGUARD MID-CAP ETF
+$11.0K
643
+1%
增持
BDX
BECTON DICKINSON & CO COM
+$10.5K
321
+1%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$10.1K
1,823
+6%
增持
SBUX
STARBUCKS CORP COM
+$9.2K
596
+0%
增持
XLGIX
LAZARD GLOBAL TOTAL RETURN & I COM
-$8.9K
756
+3%
增持
DKS
DICKS SPORTING GOODS INC COM
+$8.5K
229
+26%
增持
EOG
EOG RES INC COM
+$8.4K
413
+2%
增持
QSR
RESTAURANT BRANDS INTL INC COM
+$8.2K
281
+43%
减持
IGOV
ISHARES INTERNATIONAL TREASURY BOND ETF
-$8.2K
328
-42%
增持
PPG
PPG INDS INC COM
+$8.2K
502
+0%
清仓
—
ZENDESK INC COM
-$8.0K
0
-100%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$7.9K
434
+1%
增持
—
ACTIVISION BLIZZARD INC COM
+$7.9K
208
+100%
增持
NFLX
NETFLIX INC COM
+$7.8K
101
+9%
增持
IYR
ISHARES U.S. REAL ESTATE ETF
+$7.6K
2,216
+1%
增持
DIS
DISNEY WALT CO COM
-$7.6K
1,041
+0%
减持
ABNB
AIRBNB INC COM CL A
-$7.5K
251
-8%
增持
UNP
UNION PAC CORP COM
+$7.1K
609
+0%
增持
GLW
CORNING INC COM
+$7.1K
2,288
+1%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$7.0K
7,024
-10%
增持
LAMR
LAMAR ADVERTISING CO NEW CL A
+$6.7K
484
+1%
增持
F
FORD MTR CO DEL COM
+$6.7K
11,668
+1%
增持
EMN
EASTMAN CHEM CO COM
+$6.7K
610
+0%
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$6.5K
1,281
+0%
增持
MS
MORGAN STANLEY COM NEW
+$6.5K
1,005
+1%
