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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 9
增持 60
减持 69
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$2.0M
602,500
+13%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$747.9K
189,925
+9%
减持
MSFT
MICROSOFT CORP COM
-$683.5K
1,052
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。
-65%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$643.1K
2,493
-72%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$638.4K
4,582
-67%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$446.9K
141,961
+9%
减持
FAST
FASTENAL CO COM
-$443.1K
927
-89%
减持
HD
HOME DEPOT INC COM
-$442.7K
942
-60%
增持
VUG
VANGUARD GROWTH ETF
+$422.9K
64,896
+6%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$386.0K
181,143
+9%
减持
LOW
LOWES COS INC COM
-$339.2K
332
-82%
清仓
ABT
ABBOTT LABS COM
-$335.4K
0
-100%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$316.2K
1,323
-58%
减持
WMT
WALMART INC COM
-$310.6K
283
-88%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$308.3K
2,566
-29%
减持
ABBV
ABBVIE INC COM
-$292.4K
322
-87%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$235.7K
2,951
-36%
减持
MRK
MERCK & CO INC COM
-$233.4K
2,767
-38%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$232.8K
18,338
-20%
减持
BBY
BEST BUY INC COM
-$222.0K
188
-93%
增持
VTV
VANGUARD VALUE ETF
+$207.9K
131,605
+4%
减持
PAYX
PAYCHEX INC COM
-$188.3K
4,417
-29%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$171.8K
8,693
-29%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$159.6K
2,813
-53%
增持
AAPL
APPLE INC COM
-$142.3K
13,795
+7%
减持
IVV
ISHARES CORE S&P 500 ETF
-$127.4K
506
-35%
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$114.1K
769
-77%
减持
TMP
TOMPKINS FINL CORP COM
-$106.9K
15,842
-0%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$97.4K
33,991
+9%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$96.6K
2,357
-5%
减持
DG
DOLLAR GEN CORP NEW COM
-$95.4K
690
-30%
增持
PKG
PACKAGING CORP AMER COM
+$94.5K
1,334
+60%
减持
IYR
ISHARES U.S. REAL ESTATE ETF
-$93.5K
1,243
-44%
增持
PRU
PRUDENTIAL FINL INC COM
+$84.7K
2,303
+52%
增持
PYPL
PAYPAL HLDGS INC COM
-$84.5K
38,392
+10%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$84.3K
1,538
-36%
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$76.1K
2,125
+56%
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$74.6K
678
增持
BX
BLACKSTONE INC COM
+$70.5K
2,160
+25%
减持
NVDA
NVIDIA CORPORATION COM
-$70.3K
1,121
-15%
增持
CAT
CATERPILLAR INC COM
+$67.2K
996
+20%
增持
—
EXXON MOBIL CORP COM
+$66.7K
6,174
+0%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$64.2K
449
-65%
减持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
-$63.8K
3,016
-24%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$62.5K
1,673
-22%
增持
GOOG
ALPHABET INC CAP STK CL C
+$62.3K
2,355
+15%
增持
LNT
ALLIANT ENERGY CORP COM
+$62.2K
3,947
+61%
增持
ED
CONSOLIDATED EDISON INC COM
+$60.2K
2,459
+48%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$59.0K
485
-71%
增持
—
EATON CORP PLC SHS
+$58.0K
996
+30%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$57.3K
526
-51%
增持
MA
MASTERCARD INCORPORATED CL A
+$57.0K
428
+50%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$56.5K
142
-4%
增持
CSCO
CISCO SYS INC COM
+$56.0K
6,896
+13%
增持
USB
US BANCORP DEL COM NEW
+$55.0K
6,625
+33%
增持
LLY
ELI LILLY & CO COM
+$55.0K
358
+22%
减持
GLW
CORNING INC COM
-$51.6K
971
-58%
增持
ADBE
ADOBE INC COM
+$51.1K
150
+188%
增持
SO
SOUTHERN CO COM
+$50.1K
3,457
+40%
增持
AMZN
AMAZON COM INC COM
+$50.1K
4,180
+13%
增持
SBUX
STARBUCKS CORP COM
+$49.7K
1,003
+137%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$48.8K
391
+1855%
清仓
TMDX
TRANSMEDICS GROUP INC COM
-$48.6K
0
-100%
减持
HAS
HASBRO INC COM
-$47.3K
11
-99%
增持
KO
COCA COLA CO COM
+$47.2K
4,354
+33%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$46.1K
1,244
+51%
清仓
DURA
VANECK DURABLE HIGH DIVIDEND ETF
-$46.0K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$45.3K
387
+56%
减持
IYH
ISHARES U.S. HEALTHCARE ETF
-$45.0K
131
-54%
增持
DXCM
DEXCOM INC COM
+$44.6K
660
+400%
减持
IAU
ISHARES GOLD TRUST
-$42.4K
50
-96%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$42.2K
7,425
+39%
增持
FDX
FEDEX CORP COM
+$39.5K
220
+189%
增持
CRM
SALESFORCE INC COM
+$39.4K
360
+126%
增持
FICO
FAIR ISAAC CORP COM
+$38.4K
47
+1467%
减持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
-$37.3K
16,846
-5%
减持
TGT
TARGET CORP COM
-$36.5K
1,118
-8%
增持
INTU
INTUIT COM
+$36.4K
91
+314%
增持
BKR
BAKER HUGHES COMPANY CL A
+$36.0K
1,129
+818%
减持
FBND
FIDELITY TOTAL BOND ETF
-$35.7K
10,645
-3%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$35.2K
107,575
+4%
清仓
TNL
TRAVEL PLUS LEISURE CO COM
-$35.2K
0
-100%
增持
META
META PLATFORMS INC CL A
+$33.8K
236
+83%
清仓
WH
WYNDHAM HOTELS & RESORTS INC COM
-$33.4K
0
-100%
增持
WM
WASTE MGMT INC DEL COM
+$33.1K
1,376
+35%
增持
F
FORD MTR CO DEL COM
-$32.9K
12,347
+0%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$32.7K
246
-44%
增持
V
VISA INC COM CL A
+$31.6K
308
+86%
建仓
LAD
LITHIA MTRS INC COM
+$31.4K
106
增持
YUM
YUM BRANDS INC COM
+$31.0K
271
+1190%
减持
TSLA
TESLA INC COM
-$30.8K
828
-9%
减持
DKNG
DRAFTKINGS INC NEW COM CL A
+$30.5K
17,182
-4%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$30.4K
1,579
-12%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$29.9K
470
-36%
减持
PECO
PHILLIPS EDISON & CO INC COMMON STOCK
-$29.8K
0
-100%
建仓
LNG
CHENIERE ENERGY INC COM NEW
+$28.9K
174
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$28.1K
20,966
-3%
清仓
MOO
VANECK AGRIBUSINESS ETF
-$28.0K
0
-100%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$27.3K
32,022
+0%
减持
SHOP
SHOPIFY INC CL A
-$27.2K
1,615
-10%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$26.6K
939
-30%
增持
QCOM
QUALCOMM INC COM
+$26.5K
504
+104%
增持
SPY
SPDR S&P 500 ETF TRUST
+$26.3K
729
+13%
增持
SYK
STRYKER CORPORATION COM
+$26.1K
111
+693%
建仓
TDC
TERADATA CORP DEL COM
+$25.8K
574
减持
DKS
DICKS SPORTING GOODS INC COM
-$25.3K
97
-64%
减持
JPM
JPMORGAN CHASE & CO COM
-$25.1K
1,274
-12%
减持
PANW
PALO ALTO NETWORKS INC COM
-$24.8K
12
-89%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$24.5K
430
-65%
减持
TIP
ISHARES TIPS BOND ETF
-$23.8K
918
-17%
建仓
PGR
PROGRESSIVE CORP COM
+$23.7K
170
减持
LULU
LULULEMON ATHLETICA INC COM
-$23.3K
283
-19%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$23.2K
2,968
-0%
增持
VEEV
VEEVA SYS INC CL A COM
+$21.7K
131
+424%
建仓
—
DYNAVAX TECHNOLOGIES CORP COM NEW
+$21.5K
1,457
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$21.3K
533
+15%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$21.1K
632
-45%
建仓
GEN
GEN DIGITAL INC COM
+$20.9K
1,181
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$20.7K
146
-38%
增持
RTX
RTX CORPORATION COM
+$20.5K
734
+122%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$20.5K
1
-100%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$20.2K
809
-25%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$20.1K
150
+40%
增持
MCD
MCDONALDS CORP COM
-$19.9K
1,325
+7%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$19.8K
226
-12%
增持
CSGP
COSTAR GROUP INC COM
+$19.5K
460
+158%
减持
HON
HONEYWELL INTL INC COM
-$19.4K
266
-19%
建仓
DV
DOUBLEVERIFY HLDGS INC COM
+$19.3K
691
减持
GE
GENERAL ELECTRIC CO COM NEW
-$19.3K
298
-37%
减持
—
LINDE PLC SHS
-$19.0K
1
-98%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$18.6K
910
-9%
建仓
TDG
TRANSDIGM GROUP INC COM
+$18.5K
22
减持
APD
AIR PRODS & CHEMS INC COM
-$18.4K
124
-30%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$18.1K
357
+200%
增持
PFE
PFIZER INC COM
-$17.6K
9,094
+4%
清仓
FPX
FIRST TRUST US EQUITY OPPORTUNITIES ETF
-$17.6K
0
-100%
增持
WPC
WP CAREY INC COM
-$17.5K
1,311
+0%
减持
IDU
ISHARES U.S. UTILITIES ETF
-$17.4K
942
-11%
清仓
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$17.4K
0
-100%
减持
TTD
THE TRADE DESK INC COM CL A
-$17.4K
364
-39%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$17.3K
2,723
+0%
清仓
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$16.9K
0
-100%
增持
BL
BLACKLINE INC COM
+$16.8K
409
+272%
清仓
PULS
PGIM ULTRA SHORT BOND ETF
-$16.1K
0
-100%
增持
WDAY
WORKDAY INC CL A
+$16.0K
85
+750%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$15.8K
654
-17%
清仓
GWX
SPDR S&P INTERNATIONAL SMALL CAP ETF
-$15.7K
0
-100%
清仓
PTC
PTC INC COM
-$15.4K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC COM
-$15.1K
17
-89%
减持
JNJ
JOHNSON & JOHNSON COM
-$14.9K
1,366
-1%
