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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 11
增持 94
减持 31
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$10.0M
217,780
减持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
-$6.7M
415,879
-31%
减持
VUG
VANGUARD GROWTH ETF
+$3.4M
37,834
-42%
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。
增持
VTV
VANGUARD VALUE ETF
+$2.5M
138,346
+5%
减持
AAPL
APPLE INC COM
-$2.0M
1,934
-86%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$1.4M
150,858
+6%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$901.6K
183,779
+1%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$618.4K
35,656
+5%
增持
PYPL
PAYPAL HLDGS INC COM
+$564.8K
45,745
+19%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$548.0K
118,318
+10%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$411.6K
197,066
+4%
减持
DKNG
DRAFTKINGS INC NEW COM CL A
-$403.9K
2,892
-83%
增持
AMZN
AMAZON COM INC COM
+$297.8K
5,457
+31%
增持
MSFT
MICROSOFT CORP COM
+$274.6K
1,613
+53%
减持
TMP
TOMPKINS FINL CORP COM
+$177.8K
15,837
-0%
增持
BAC
BANK AMERICA CORP COM
+$168.4K
14,254
+25%
增持
NVDA
NVIDIA CORPORATION COM
+$146.3K
1,280
+14%
增持
GOOG
ALPHABET INC CAP STK CL C
+$143.0K
3,218
+37%
减持
F
FORD MTR CO DEL COM
-$141.0K
1,010
-92%
建仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$119.0K
2,566
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$118.7K
2,126
+1%
增持
—
EATON CORP PLC SHS
+$113.0K
1,351
+36%
增持
JPM
JPMORGAN CHASE & CO COM
+$112.7K
1,748
+37%
增持
TSLA
TESLA INC COM
+$110.4K
1,278
+54%
增持
BA
BOEING CO COM
+$106.0K
484
+361%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$105.1K
3,257
+10%
增持
USB
US BANCORP DEL COM NEW
+$102.8K
7,435
+12%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$100.4K
32,137
+0%
增持
MCD
MCDONALDS CORP COM
+$97.3K
1,505
+14%
建仓
—
UNITED STATES STL CORP NEW COM
+$96.9K
1,991
增持
NOW
SERVICENOW INC COM
+$96.9K
145
+1350%
增持
AMGN
AMGEN INC COM
+$86.9K
327
+1111%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$86.8K
213
+326%
增持
MA
MASTERCARD INCORPORATED CL A
+$85.6K
598
+40%
减持
BDX
BECTON DICKINSON & CO COM
-$79.0K
0
-100%
增持
—
EXXON MOBIL CORP COM
-$78.9K
6,471
+5%
增持
BX
BLACKSTONE INC COM
+$78.4K
2,366
+10%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$77.2K
525
+36%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$76.8K
1,025
+53%
增持
—
CHUBB LIMITED COM
+$73.2K
647
+84%
增持
WMT
WALMART INC COM
+$72.4K
746
+164%
增持
GD
GENERAL DYNAMICS CORP COM
+$72.1K
574
+65%
增持
JNJ
JOHNSON & JOHNSON COM
+$70.5K
1,807
+32%
减持
PFE
PFIZER INC COM
-$69.5K
8,064
-11%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$69.3K
22,324
+6%
增持
PANW
PALO ALTO NETWORKS INC COM
+$68.3K
241
+1908%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$63.4K
604
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$63.1K
3,092
+4%
增持
WM
WASTE MGMT INC DEL COM
+$62.8K
1,522
+11%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$62.5K
383
+82%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$60.6K
183
+4475%
建仓
OLED
UNIVERSAL DISPLAY CORP COM
+$56.9K
298
增持
ZTS
ZOETIS INC CL A
+$56.3K
401
+204%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$56.1K
1,874
+3%
增持
TJX
TJX COS INC NEW COM
+$55.4K
601
+5364%
增持
DIS
DISNEY WALT CO COM
+$55.2K
1,213
+81%
增持
HD
HOME DEPOT INC COM
+$53.8K
977
+4%
增持
SO
SOUTHERN CO COM
+$52.8K
3,944
+14%
减持
FBND
FIDELITY TOTAL BOND ETF
-$51.9K
8,943
-16%
增持
COST
COSTCO WHSL CORP NEW COM
+$50.7K
528
+0%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$49.5K
1,548
+24%
建仓
PLD
PROLOGIS INC. COM
+$49.4K
370
增持
MRK
MERCK & CO INC COM
+$49.2K
3,065
+11%
减持
TIP
ISHARES TIPS BOND ETF
-$49.0K
430
-53%
增持
PRU
PRUDENTIAL FINL INC COM
+$48.6K
2,575
+12%
增持
NEE
NEXTERA ENERGY INC COM
+$48.4K
819
+3461%
增持
WFC
WELLS FARGO CO NEW COM
+$48.2K
1,855
+76%
增持
LNT
ALLIANT ENERGY CORP COM
+$46.0K
4,624
+17%
增持
SPY
SPDR S&P 500 ETF TRUST
+$46.0K
752
+3%
增持
CAT
CATERPILLAR INC COM
+$45.7K
1,074
+8%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$45.3K
21,919
+1%
增持
ED
CONSOLIDATED EDISON INC COM
+$44.2K
2,798
+14%
增持
PAYX
PAYCHEX INC COM
+$43.2K
4,639
+5%
增持
MMM
3M CO COM
+$41.9K
2,617
+0%
增持
ENB
ENBRIDGE INC COM
+$41.6K
1,637
+213%
增持
UNP
UNION PAC CORP COM
+$41.6K
713
+9%
增持
—
PIONEER NAT RES CO COM
+$41.2K
184
+18300%
建仓
—
BUNGE GLOBAL SA COM SHS
+$40.9K
405
清仓
SDY
SPDR S&P DIVIDEND ETF
-$40.3K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$40.0K
1,112
+22%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$38.7K
0
-100%
建仓
ABT
ABBOTT LABS COM
+$37.2K
338
减持
T
AT&T INC COM
-$36.8K
3,903
-43%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$35.6K
540
+129%
建仓
VST
VISTRA CORP COM
+$34.9K
905
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$34.3K
2,477
+17%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$33.7K
7,278
-2%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$32.3K
242
+1%
减持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$31.2K
414
-59%
清仓
—
BUNGE LIMITED COM
-$31.2K
0
-100%
增持
KO
COCA COLA CO COM
+$30.3K
4,650
+7%
增持
DVN
DEVON ENERGY CORP NEW COM
+$30.2K
718
+1365%
增持
PSA
PUBLIC STORAGE COM
+$30.0K
146
+165%
清仓
IHE
ISHARES U.S. PHARMACEUTICALS ETF
-$30.0K
0
-100%
建仓
WSO
WATSCO INC COM
+$29.7K
69
清仓
IXC
ISHARES GLOBAL ENERGY ETF
-$29.5K
0
-100%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$29.1K
17,435
+3%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$29.0K
3,469
+0%
减持
LULU
LULULEMON ATHLETICA INC COM
+$28.4K
269
-5%
增持
MU
MICRON TECHNOLOGY INC COM
+$28.2K
1,430
+4%
增持
APD
AIR PRODS & CHEMS INC COM
+$28.1K
230
+85%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$28.0K
1,310
+17%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$27.6K
2,084
-16%
清仓
BITO
PROSHARES BITCOIN STRATEGY ETF
-$27.3K
0
-100%
增持
PKG
PACKAGING CORP AMER COM
+$27.0K
1,423
+7%
清仓
IYG
ISHARES US FINANCIAL SERVICES ETF
-$26.0K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$25.3K
2,400
-6%
清仓
LNC
LINCOLN NATL CORP IND COM
-$25.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
+$25.2K
996
+20%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$25.0K
4,547
-1%
清仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$24.2K
0
-100%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$23.9K
312
-51%
减持
CSCO
CISCO SYS INC COM
-$23.2K
3,879
-44%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$23.0K
2,362
+0%
减持
QDEL
QUIDELORTHO CORP COM
-$22.8K
275
-53%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$20.2K
1,562
-1%
增持
GEN
GEN DIGITAL INC COM
+$20.0K
1,791
+52%
增持
AVGO
BROADCOM INC COM
+$19.8K
40
+33%
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$19.6K
0
-100%
增持
NFLX
NETFLIX INC COM
+$19.4K
133
+11%
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
+$18.9K
2,791
+1%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$18.9K
5,659
+0%
减持
EFA
ISHARES MSCI EAFE ETF
-$18.8K
245
-55%
增持
IYR
ISHARES U.S. REAL ESTATE ETF
+$18.7K
1,267
+2%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$18.4K
1,693
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$18.2K
1,027
-4%
增持
PEP
PEPSICO INC COM
+$18.2K
697
+18%
增持
UPRO
PROSHARES ULTRAPRO S&P500
+$17.9K
711
+39%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$17.9K
1,519
-1%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$17.8K
153
-76%
增持
LAMR
LAMAR ADVERTISING CO NEW CL A
+$17.6K
547
+13%
清仓
IYZ
ISHARES U.S. TELECOMMUNICATIONS ETF
-$17.4K
0
-100%
增持
MS
MORGAN STANLEY COM NEW
+$17.4K
1,067
+6%
减持
DXCM
DEXCOM INC COM
+$17.3K
636
-4%
减持
TGT
TARGET CORP COM
+$17.0K
987
-12%
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$16.6K
450
增持
VO
VANGUARD MID-CAP ETF
+$16.6K
653
+0%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$16.5K
324
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$16.5K
643
+0%
减持
CVX
CHEVRON CORP NEW COM
-$16.4K
616
-4%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$16.1K
1,262
-5%
清仓
AMT
AMERICAN TOWER CORP NEW COM
-$16.0K
0
-100%
增持
QSR
RESTAURANT BRANDS INTL INC COM
+$15.9K
371
+88%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION COM
-$15.5K
0
-100%
减持
IVV
ISHARES CORE S&P 500 ETF
-$15.5K
423
-16%
增持
ALV
AUTOLIV INC COM
+$15.5K
267
+84%
增持
GILD
GILEAD SCIENCES INC COM
+$15.4K
543
+43%
清仓
BALL
BALL CORP COM
-$15.0K
0
-100%
减持
EOG
EOG RES INC COM
-$14.9K
433
-18%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$14.9K
8,790
+1%
