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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 11
增持 76
减持 58
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH ETF
+$3.6M
68,764
+8%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$2.7M
476,778
+12%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$1.8M
149,543
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。
+71%
减持
SQ
BLOCK INC CL A
-$1.7M
133
-100%
增持
AAPL
APPLE INC COM
+$1.2M
25,277
+10%
减持
VTV
VANGUARD VALUE ETF
-$848.1K
115,482
-3%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$430.0K
149,532
+6%
减持
HD
HOME DEPOT INC COM
-$352.9K
8,305
-6%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$326.9K
137,662
-5%
增持
PYPL
PAYPAL HLDGS INC COM
+$305.1K
28,441
+9%
增持
TGT
TARGET CORP COM
+$281.4K
13,480
+3%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$260.2K
95,453
+6%
增持
DKNG
DRAFTKINGS INC NEW COM CL A
+$238.5K
29,727
+0%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$208.4K
9,176
-21%
减持
FBND
FIDELITY TOTAL BOND ETF
-$200.4K
10,925
-30%
减持
TMP
TOMPKINS FINL CORP COM
-$181.2K
15,852
-0%
建仓
USB
US BANCORP DEL COM NEW
+$165.9K
4,602
减持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
-$154.6K
9,730
-25%
增持
QQQ
INVESCO QQQ TRUST
+$128.0K
2,152
+2%
清仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$121.3K
0
-100%
减持
INTC
INTEL CORP COM
-$101.0K
488
-89%
减持
DG
DOLLAR GEN CORP NEW COM
-$92.2K
1,012
-18%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$91.7K
4,668
+0%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$88.6K
29,418
-6%
减持
JPM
JPMORGAN CHASE & CO COM
-$85.2K
1,599
-27%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$81.9K
115,903
+0%
减持
TSLA
TESLA INC COM
+$80.4K
960
-0%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$78.4K
770
-58%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$76.9K
14,345
-15%
减持
AMZN
AMAZON COM INC COM
+$69.9K
3,720
-1%
增持
CSCO
CISCO SYS INC COM
+$69.7K
5,995
+17%
增持
MCD
MCDONALDS CORP COM
+$65.1K
1,322
+14%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$64.0K
470
-37%
增持
WM
WASTE MGMT INC DEL COM
+$63.9K
1,069
+52%
增持
SO
SOUTHERN CO COM
+$62.3K
2,373
+65%
增持
BX
BLACKSTONE INC COM
+$61.7K
1,470
+62%
增持
PFE
PFIZER INC COM
-$60.5K
9,262
+8%
增持
PKG
PACKAGING CORP AMER COM
+$59.9K
721
+130%
减持
IYH
ISHARES U.S. HEALTHCARE ETF
-$59.7K
287
-41%
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$58.3K
1,249
+76%
减持
BAC
BANK AMERICA CORP COM
-$58.1K
11,627
-1%
增持
LNT
ALLIANT ENERGY CORP COM
+$57.5K
2,174
+105%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$55.6K
1,003
-18%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$53.5K
743
+42%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$53.2K
571
-47%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$52.5K
5,029
+39%
增持
ED
CONSOLIDATED EDISON INC COM
+$50.0K
1,502
+53%
增持
—
EATON CORP PLC SHS
+$46.3K
675
+53%
增持
SPY
SPDR S&P 500 ETF TRUST
+$45.8K
707
+11%
建仓
DURA
VANECK DURABLE HIGH DIVIDEND ETF
+$44.9K
1,432
增持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$40.0K
31,795
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$38.5K
2,112
+3%
增持
KO
COCA COLA CO COM
+$37.7K
3,234
+26%
减持
ABT
ABBOTT LABS COM
-$36.9K
3,077
-3%
增持
MMM
3M CO COM
+$35.4K
2,260
+34%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$34.4K
938
-49%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$31.9K
21,276
+0%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$29.7K
2,247
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$29.2K
3,397
-3%
增持
JNJ
JOHNSON & JOHNSON COM
-$28.6K
1,471
+1%
清仓
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$28.3K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$28.2K
789
+24%
减持
LULU
LULULEMON ATHLETICA INC COM
-$27.1K
397
-26%
减持
MELI
MERCADOLIBRE INC COM
+$26.0K
57
-2%
减持
IDXX
IDEXX LABS INC COM
+$25.8K
285
-0%
增持
NYF
ISHARES NEW YORK MUNI BOND ETF
+$23.9K
1,478
+40%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$23.8K
38
-90%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$23.4K
10,891
+4%
增持
COST
COSTCO WHSL CORP NEW COM
+$23.2K
543
+1%
减持
SHOP
SHOPIFY INC CL A
+$23.0K
1,815
-2%
减持
MSFT
MICROSOFT CORP COM
+$22.4K
3,125
-15%
增持
MRK
MERCK & CO INC COM
+$21.7K
4,565
+9%
增持
PAYX
PAYCHEX INC COM
+$21.3K
6,106
+4%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$21.1K
360
-35%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$20.5K
326
+42%
增持
F
FORD MTR CO DEL COM
+$20.5K
12,396
+6%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$19.2K
652
+1%
减持
KBE
SPDR S&P BANK ETF
-$18.8K
865
-23%
增持
META
META PLATFORMS INC CL A
+$18.7K
137
+59%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$18.5K
277
+0%
建仓
—
LINDE PLC SHS
+$18.0K
51
增持
GLD
SPDR GOLD SHARES
+$17.8K
215
+69%
建仓
PULS
PGIM ULTRA SHORT BOND ETF
+$17.8K
361
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$17.6K
173
-57%
减持
EMR
EMERSON ELEC CO COM
-$17.0K
74
-70%
建仓
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
+$16.9K
408
建仓
FPX
FIRST TRUST US EQUITY OPPORTUNITIES ETF
+$16.8K
199
清仓
—
LINDE PLC SHS
-$16.5K
0
-100%
增持
PRU
PRUDENTIAL FINL INC COM
+$16.5K
1,396
+40%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$16.3K
135
-62%
建仓
ESGV
VANGUARD ESG U.S. STOCK ETF
+$15.8K
221
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$15.1K
62
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$14.9K
3,414
+0%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$14.8K
1,578
-16%
增持
MU
MICRON TECHNOLOGY INC COM
+$14.7K
1,409
+0%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$14.2K
173
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$13.4K
1,181
-1%
清仓
EDD
MORGAN STANLEY EMERGING MKTS COM
-$13.0K
0
-100%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$13.0K
727
-16%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$13.0K
3,696
-5%
增持
VFH
VANGUARD FINANCIALS ETF
-$11.7K
158
+1%
增持
AFL
AFLAC INC COM
-$11.2K
1,600
+1%
增持
EFA
ISHARES MSCI EAFE ETF
+$11.1K
643
+21%
增持
—
ARISTA NETWORKS INC COM
+$11.0K
229
+1%
清仓
JOE
ST JOE CO COM
-$10.9K
0
-100%
建仓
JPME
JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF
+$10.8K
126
增持
XLGIX
LAZARD GLOBAL TOTAL RETURN & I COM
+$10.8K
770
+2%
增持
—
DISCOVER FINL SVCS COM
+$10.7K
475
+0%
增持
DKS
DICKS SPORTING GOODS INC COM
+$10.7K
269
+17%
减持
WFC
WELLS FARGO CO NEW COM
-$10.6K
1,144
-11%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$10.1K
1,284
-20%
减持
SYK
STRYKER CORPORATION COM
-$10.0K
17
-72%
增持
ABNB
AIRBNB INC COM CL A
+$10.0K
253
+1%
增持
—
CHUBB LIMITED COM
-$9.7K
379
+0%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$9.6K
12,343
-3%
减持
DIS
DISNEY WALT CO COM
-$9.2K
811
-22%
增持
ORCL
ORACLE CORP COM
+$9.1K
761
+1%
减持
KMI
KINDER MORGAN INC DEL COM
-$9.1K
1,749
-20%
增持
CVX
CHEVRON CORP NEW COM
-$8.9K
643
+1%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$8.7K
267
-5%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$8.7K
6,545
-7%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$8.7K
3,208
+2%
增持
TXN
TEXAS INSTRS INC COM
+$8.6K
357
+2%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$8.5K
2,791
-3%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$8.4K
16
-93%
减持
ENB
ENBRIDGE INC COM
-$8.4K
654
-23%
减持
IVV
ISHARES CORE S&P 500 ETF
+$8.2K
841
-4%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$8.2K
222
+73%
增持
GLW
CORNING INC COM
+$8.2K
2,303
+1%
减持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
-$8.2K
317
-34%
增持
COP
CONOCOPHILLIPS COM
+$8.0K
187
+108%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$7.9K
7
-94%
建仓
HYUP
XTRACKERS HIGH BETA HIGH YIELD BOND ETF
+$7.8K
196
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$7.7K
289
+30%
增持
PANW
PALO ALTO NETWORKS INC COM
+$7.5K
115
+4%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$7.4K
560
+2%
减持
TTD
THE TRADE DESK INC COM CL A
+$7.3K
594
-8%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$7.2K
1,118
+0%
增持
AVGO
BROADCOM INC COM
+$7.2K
31
+35%
增持
UPRO
PROSHARES ULTRAPRO S&P500
+$7.1K
490
+36%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$7.1K
93
+43%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$6.9K
1,393
-6%
增持
GD
GENERAL DYNAMICS CORP COM
-$6.8K
365
+1%
增持
T
AT&T INC COM
+$6.7K
6,846
+1%
增持
GM
GENERAL MTRS CO COM
+$6.4K
1,924
+1%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$6.1K
78
+680%
增持
HON
HONEYWELL INTL INC COM
-$6.1K
335
+2%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$6.1K
1,069
-8%
减持
MET
METLIFE INC COM
-$6.0K
257
-11%
增持
APPN
APPIAN CORP CL A
+$6.0K
507
+1%
