小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 4
增持 37
减持 86
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$5.8M
22,944
-83%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$2.1M
535,519
+12%
减持
TGT
TARGET CORP COM
-$2.1M
1,214
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。
-91%
增持
VTV
VANGUARD VALUE ETF
+$2.0M
126,280
+9%
减持
HD
HOME DEPOT INC COM
-$1.7M
2,342
-72%
减持
AAPL
APPLE INC COM
-$1.7M
12,910
-49%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$1.2M
174,990
+17%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$881.6K
130,186
+12%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$814.7K
166,790
+12%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$532.2K
21,543
+98%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$403.5K
17,757
+82%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$372.1K
31,202
+6%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$246.8K
103,908
+9%
减持
NVDA
NVIDIA CORPORATION COM
+$182.4K
1,319
-2%
增持
PYPL
PAYPAL HLDGS INC COM
+$169.1K
34,900
+23%
减持
MSFT
MICROSOFT CORP COM
+$114.7K
2,982
-5%
减持
DKNG
DRAFTKINGS INC NEW COM CL A
-$100.2K
17,889
-40%
减持
AMZN
AMAZON COM INC COM
+$97.0K
3,692
-1%
减持
VUG
VANGUARD GROWTH ETF
+$96.5K
60,959
-11%
减持
WMT
WALMART INC COM
-$92.1K
2,264
-26%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$89.9K
2,401
-31%
清仓
NYF
ISHARES NEW YORK MUNI BOND ETF
-$79.1K
0
-100%
减持
ABBV
ABBVIE INC COM
-$78.4K
2,526
-4%
减持
QQQ
INVESCO QQQ TRUST
+$74.7K
2,072
-4%
减持
TIP
ISHARES TIPS BOND ETF
-$71.2K
1,105
-36%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$66.6K
4,581
-2%
清仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$59.8K
0
-100%
减持
PFE
PFIZER INC COM
-$58.6K
8,704
-6%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$56.1K
31,906
+0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$53.5K
148
-4%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$46.2K
235
-50%
减持
LOW
LOWES COS INC COM
+$45.6K
1,809
-0%
减持
DG
DOLLAR GEN CORP NEW COM
-$44.8K
992
-2%
减持
PEP
PEPSICO INC COM
-$42.4K
596
-29%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$41.2K
2,480
+0%
增持
—
EATON CORP PLC SHS
+$38.9K
768
+14%
减持
TSLA
TESLA INC COM
+$38.8K
909
-5%
建仓
LNC
LINCOLN NATL CORP IND COM
+$38.6K
1,500
减持
PG
PROCTER AND GAMBLE CO COM
-$37.7K
849
-24%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$36.8K
8,959
-2%
减持
LLY
LILLY ELI & CO COM
+$32.6K
293
-4%
减持
MRK
MERCK & CO INC COM
+$32.6K
4,492
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$32.4K
2,981
-12%
清仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$32.0K
0
-100%
增持
BX
BLACKSTONE INC COM
+$31.8K
1,731
+18%
建仓
BITO
PROSHARES BITCOIN STRATEGY ETF
+$31.5K
1,853
减持
F
FORD MTR CO DEL COM
+$30.1K
12,312
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$29.9K
628
-38%
减持
GOOG
ALPHABET INC CAP STK CL C
+$28.6K
2,052
-3%
减持
SHOP
SHOPIFY INC CL A
+$28.3K
1,785
-2%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$25.9K
5,954
-9%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$25.7K
13,826
-4%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
-$25.5K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$24.2K
832
+5%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$23.5K
3,626
-2%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$22.3K
1,674
+3%
清仓
HQH
TEKLA HEALTHCARE INVS SH BEN INT
-$22.2K
0
-100%
增持
T
AT&T INC COM
-$21.6K
6,908
+1%
减持
QDEL
QUIDELORTHO CORP COM
-$21.5K
590
-25%
清仓
DNP
DNP SELECT INCOME FD INC COM
-$21.1K
0
-100%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$20.8K
2,141
-5%
清仓
JRS
NUVEEN REAL ESTATE INCOME FD COM
-$20.7K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$20.7K
1,005
+0%
减持
SBUX
STARBUCKS CORP COM
-$20.4K
423
-29%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$20.1K
463
+5%
减持
—
ATLANTICA SUSTAINABLE INFR PLC SHS
-$19.8K
234
-73%
减持
ORCL
ORACLE CORP COM
+$19.6K
759
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$18.8K
76
-73%
增持
PRU
PRUDENTIAL FINL INC COM
+$18.3K
1,516
+9%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$18.1K
1,212
-32%
减持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
+$18.0K
3,971
-0%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$17.9K
3,187
-1%
清仓
—
THE NECESSITY RETAIL REIT INC COM CLASS A
-$17.7K
0
-100%
减持
GLD
SPDR GOLD SHARES
-$16.8K
127
-41%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$16.5K
786
-17%
清仓
ASLE
AERSALE CORPORATION COM
-$15.9K
0
-100%
减持
KMI
KINDER MORGAN INC DEL COM
-$15.3K
888
-49%
减持
CTRE
CARETRUST REIT INC COM
-$15.3K
645
-55%
清仓
—
MAXAR TECHNOLOGIES INC COM
-$15.3K
0
-100%
清仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$15.1K
0
-100%
清仓
XWIAX
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT
-$15.0K
0
-100%
清仓
MPLX
MPLX LP COM UNIT REP LTD
-$14.7K
0
-100%
减持
APD
AIR PRODS & CHEMS INC COM
-$14.6K
178
-25%
清仓
—
FIRST TR ABRDN GBL OPP INCM FD COM SHS
-$14.3K
0
-100%
减持
COST
COSTCO WHSL CORP NEW COM
+$14.3K
527
-3%
减持
BAC
BANK AMERICA CORP COM
-$14.2K
11,095
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$14.1K
1,052
-11%
减持
DIS
DISNEY WALT CO COM
-$14.0K
753
-7%
清仓
THQ
TEKLA HEALTHCARE OPPORTUNITIES SHS
-$13.6K
0
-100%
清仓
NGG
NATIONAL GRID PLC SPONSORED ADR NE
-$13.5K
0
-100%
建仓
—
BLACKSKY TECHNOLOGY INC COM CL A
+$13.3K
6,000
增持
UI
UBIQUITI INC COM
-$13.3K
140
+1%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$13.0K
1,341
-15%
增持
LNT
ALLIANT ENERGY CORP COM
+$12.9K
2,458
+13%
清仓
GRX
GABELLI HLTHCARE & WELLNESS TR SHS
-$12.8K
0
-100%
增持
WPC
WP CAREY INC COM
-$12.7K
1,308
+0%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$12.7K
50
-71%
减持
MA
MASTERCARD INCORPORATED CL A
-$12.6K
286
-17%
清仓
BKT
BLACKROCK INCOME TR INC COM NEW
-$12.3K
0
-100%
减持
MELI
MERCADOLIBRE INC COM
-$12.3K
53
-7%
减持
IYZ
ISHARES U.S. TELECOMMUNICATIONS ETF
-$12.3K
819
-38%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$12.3K
7,525
+2%
减持
LULU
LULULEMON ATHLETICA INC COM
-$12.1K
350
-12%
清仓
XLGIX
LAZARD GLOBAL TOTAL RETURN & I COM
-$11.9K
0
-100%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$11.9K
21,557
+1%
减持
DOCU
DOCUSIGN INC COM
-$11.8K
646
-16%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$11.6K
226
-31%
增持
—
EXXON MOBIL CORP COM
-$11.4K
6,146
+0%
建仓
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$11.2K
400
减持
RGEN
REPLIGEN CORP COM
-$11.1K
150
-22%
减持
AVB
AVALONBAY CMNTYS INC COM
-$10.9K
44
-61%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$10.8K
638
+0%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$10.6K
2,711
-3%
减持
ABNB
AIRBNB INC COM CL A
-$10.5K
164
-35%
增持
PKG
PACKAGING CORP AMER COM
+$10.4K
835
+16%
减持
LMT
LOCKHEED MARTIN CORP COM
-$10.3K
35
-38%
增持
DBRG
DIGITALBRIDGE GROUP INC CL A NEW
+$10.3K
3,758
+0%
减持
AXON
AXON ENTERPRISE INC COM
-$10.0K
111
-21%
减持
TTC
TORO CO COM
-$9.7K
34
-71%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$9.6K
131
-41%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$9.6K
64
-40%
减持
TXN
TEXAS INSTRS INC COM
-$9.4K
316
-11%
清仓
WST
WEST PHARMACEUTICAL SVSC INC COM
-$9.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$8.9K
56
-26%
减持
BBY
BEST BUY INC COM
+$8.9K
2,869
-1%
减持
GD
GENERAL DYNAMICS CORP COM
-$8.8K
346
-5%
增持
KODK
EASTMAN KODAK CO COM NEW
+$8.7K
2,476
+266%
减持
NFLX
NETFLIX INC COM
+$8.6K
98
-2%
增持
SO
SOUTHERN CO COM
+$8.5K
2,472
+4%
清仓
—
PIONEER DIVERSIFIED HIGH INC COM
-$8.5K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$8.3K
67
-36%
清仓
BTZ
BLACKROCK CR ALLOCATION INCOME COM
-$8.0K
0
-100%
减持
META
META PLATFORMS INC CL A
+$8.0K
129
-6%
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$7.9K
1,363
+9%
增持
CWH
CAMPING WORLD HLDGS INC CL A
+$7.9K
814
+2%
增持
PPG
PPG INDS INC COM
+$7.8K
507
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$7.5K
107
-3%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$7.4K
248
-7%
减持
CRM
SALESFORCE INC COM
-$7.4K
159
-22%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$7.2K
1,072
+0%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$7.2K
1,801
-6%
减持
TROW
PRICE T ROWE GROUP INC COM
-$7.2K
151
-29%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$7.1K
1,121
+0%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$7.1K
3,444
+1%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$7.0K
2,468
-11%
减持
LGIH
LGI HOMES INC COM
-$7.0K
100
-44%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$7.0K
12,329
-0%
清仓
PH
PARKER-HANNIFIN CORP COM
-$7.0K
0
-100%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$6.8K
257
-7%
减持
EFA
ISHARES MSCI EAFE ETF
-$6.8K
541
-16%
