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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 29
增持 114
减持 6
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH ETF
+$2.9M
69,680
+84%
增持
VTV
VANGUARD VALUE ETF
+$2.6M
142,960
+3%
增持
NVDA
NVIDIA CORPORATION COM
+$1.6M
2,517
+97%
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
MSFT
MICROSOFT CORP COM
+$1.6M
5,260
+226%
增持
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$977.6K
243,513
+12%
增持
AMZN
AMAZON COM INC COM
+$961.0K
9,924
+82%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$960.1K
186,852
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$818.9K
8,357
+160%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$579.3K
4,000
+29%
增持
META
META PLATFORMS INC CL A
+$567.8K
1,341
+468%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$541.3K
36,564
+3%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$508.5K
154,380
+2%
增持
AAPL
APPLE INC COM
+$403.3K
4,523
+134%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$401.2K
429,904
+3%
增持
LLY
ELI LILLY & CO COM
+$382.7K
760
+112%
增持
PYPL
PAYPAL HLDGS INC COM
+$354.9K
47,232
+3%
增持
JPM
JPMORGAN CHASE & CO COM
+$342.2K
3,193
+83%
增持
DOW
DOW INC COM
+$332.0K
5,832
+5350%
增持
PSA
PUBLIC STORAGE OPER CO COM
+$310.7K
1,224
+738%
增持
MRK
MERCK & CO INC COM
+$306.8K
4,857
+58%
增持
AVGO
BROADCOM INC COM
+$257.0K
227
+468%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$247.2K
201,432
+2%
减持
MMM
3M CO COM
-$239.4K
440
-83%
增持
MA
MASTERCARD INCORPORATED CL A
+$235.6K
1,019
+70%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$231.4K
694
+226%
增持
HD
HOME DEPOT INC COM
+$208.4K
1,426
+46%
增持
CAT
CATERPILLAR INC COM
+$205.7K
1,428
+33%
增持
PG
PROCTER AND GAMBLE CO COM
+$204.7K
2,161
+117%
增持
COST
COSTCO WHSL CORP NEW COM
+$199.6K
748
+42%
增持
V
VISA INC COM CL A
+$192.2K
974
+218%
增持
—
EATON CORP PLC SHS
+$190.8K
1,651
+22%
增持
JNJ
JOHNSON & JOHNSON COM
+$182.6K
2,944
+63%
增持
—
EXXON MOBIL CORP COM
+$181.5K
7,128
+10%
增持
ABBV
ABBVIE INC COM
+$178.0K
1,233
+311%
建仓
—
SUPER MICRO COMPUTER INC COM
+$169.7K
168
增持
CRM
SALESFORCE INC COM
+$162.5K
854
+137%
增持
TSLA
TESLA INC COM
+$161.6K
2,726
+113%
增持
DIS
DISNEY WALT CO COM
+$160.7K
2,209
+82%
增持
KO
COCA COLA CO COM
+$160.6K
7,104
+53%
减持
TMP
TOMPKINS FINL CORP COM
-$157.9K
15,827
-0%
增持
NFLX
NETFLIX INC COM
+$156.9K
365
+174%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$153.5K
876
+2726%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$150.3K
2,958
-59%
增持
CVX
CHEVRON CORP NEW COM
+$146.0K
1,508
+145%
增持
WMT
WALMART INC COM
+$144.6K
4,360
+484%
增持
MU
MICRON TECHNOLOGY INC COM
+$144.6K
2,262
+58%
增持
PEP
PEPSICO INC COM
+$134.9K
1,447
+108%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$134.5K
158
+11%
增持
WM
WASTE MGMT INC DEL COM
+$129.0K
1,884
+24%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$126.8K
356
+137%
增持
WFC
WELLS FARGO CO NEW COM
+$124.5K
3,723
+101%
增持
CSCO
CISCO SYS INC COM
+$120.0K
9,368
+142%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$119.1K
1,503
+46%
增持
ORCL
ORACLE CORP COM
+$117.3K
1,554
+111%
建仓
FELV
FIDELITY ENHANCED LARGE CAP VALUE ETF
+$115.2K
3,946
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$110.5K
325
+5317%
建仓
—
LINDE PLC SHS
+$110.5K
238
增持
GE
GE AEROSPACE COM NEW
+$109.4K
817
+206%
增持
QCOM
QUALCOMM INC COM
+$103.1K
1,019
+112%
增持
MCD
MCDONALDS CORP COM
+$103.0K
1,948
+29%
增持
ABT
ABBOTT LABS COM
+$102.7K
1,231
+264%
增持
ADBE
ADOBE INC COM
+$102.3K
380
+153%
增持
CMCSA
COMCAST CORP NEW CL A
+$98.3K
2,522
+905%
增持
VST
VISTRA CORP COM
+$95.6K
1,873
+107%
建仓
AMAT
APPLIED MATLS INC COM
+$95.4K
463
增持
INTU
INTUIT COM
+$95.3K
234
+160%
增持
INTC
INTEL CORP COM
+$93.8K
2,946
+308%
增持
LOW
LOWES COS INC COM
+$92.2K
654
+96%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$89.5K
32,202
+0%
增持
SO
SOUTHERN CO COM
+$88.3K
5,085
+29%
增持
NOW
SERVICENOW INC COM
+$88.2K
250
+72%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$88.0K
695
+32%
建仓
DHR
DANAHER CORPORATION COM
+$87.2K
349
增持
UBER
UBER TECHNOLOGIES INC COM
+$86.7K
1,438
+269%
增持
UNP
UNION PAC CORP COM
+$85.8K
1,061
+49%
增持
RTX
RTX CORPORATION COM
+$85.7K
1,517
+105%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$83.9K
365
+99%
增持
AMGN
AMGEN INC COM
+$82.8K
623
+91%
增持
TGT
TARGET CORP COM
+$79.8K
1,243
+26%
增持
PKG
PACKAGING CORP AMER COM
+$78.1K
1,634
+15%
增持
T
AT&T INC COM
+$77.3K
8,111
+108%
增持
AXP
AMERICAN EXPRESS CO COM
+$77.1K
470
+194%
增持
COP
CONOCOPHILLIPS COM
+$77.0K
645
+1366%
增持
SPGI
S&P GLOBAL INC COM
+$75.7K
183
+3560%
建仓
NVO
NOVO-NORDISK A S ADR
+$75.4K
587
增持
PRU
PRUDENTIAL FINL INC COM
+$73.3K
2,900
+13%
增持
PGR
PROGRESSIVE CORP COM
+$73.0K
484
+185%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$72.0K
1,925
+205%
增持
—
CHUBB LIMITED COM
+$71.3K
840
+30%
增持
—
LAM RESEARCH CORP COM
+$69.8K
79
+778%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$69.4K
120
+94%
增持
MS
MORGAN STANLEY COM NEW
+$66.2K
1,760
+65%
建仓
TM
TOYOTA MOTOR CORP ADS
+$65.4K
260
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$64.5K
2,106
-1%
增持
SYK
STRYKER CORPORATION COM
+$64.4K
274
+145%
增持
TJX
TJX COS INC NEW COM
+$64.4K
1,191
+98%
增持
USB
US BANCORP DEL COM NEW
+$64.3K
8,637
+16%
增持
PAYX
PAYCHEX INC COM
+$64.2K
5,023
+8%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$63.2K
156
+3020%
增持
PLD
PROLOGIS INC. COM
+$61.6K
852
+130%
建仓
C
CITIGROUP INC COM NEW
+$61.5K
972
增持
ELV
ELEVANCE HEALTH INC COM
+$61.4K
124
+1671%
建仓
DECK
DECKERS OUTDOOR CORP COM
+$61.2K
65
建仓
BP
BP PLC SPONSORED ADR
+$61.2K
1,623
增持
EQH
EQUITABLE HLDGS INC COM
+$61.0K
1,704
+1421%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$60.8K
86
+244%
建仓
—
BLACKROCK INC COM
+$60.4K
72
建仓
KVUE
KENVUE INC COM
+$59.5K
2,773
建仓
CI
THE CIGNA GROUP COM
+$59.4K
164
增持
—
MEDTRONIC PLC SHS
+$59.1K
683
+16975%
增持
SBUX
STARBUCKS CORP COM
+$58.7K
1,533
+81%
增持
SCHW
SCHWAB CHARLES CORP COM
+$58.3K
825
+4025%
清仓
—
ALPS O'SHARES GLOBAL INTERNET GIANTS ETF
-$58.2K
0
-100%
增持
DE
DEERE & CO COM
+$57.6K
147
+2000%
建仓
OGIG
ALPS O'SHARES GLOBAL INTERNET GIANTS ETF
+$57.3K
1,495
增持
NKE
NIKE INC CL B
+$56.1K
1,117
+148%
增持
CVS
CVS HEALTH CORP COM
+$54.8K
1,190
+134%
增持
PANW
PALO ALTO NETWORKS INC COM
+$54.2K
441
+83%
建仓
APH
AMPHENOL CORP NEW CL A
+$54.2K
470
建仓
WSM
WILLIAMS SONOMA INC COM
+$53.3K
168
增持
LMT
LOCKHEED MARTIN CORP COM
+$53.3K
152
+334%
建仓
KLAC
KLA CORP COM NEW
+$53.2K
76
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$51.8K
2,809
+13%
建仓
MRSH
MARSH & MCLENNAN COS INC COM
+$51.5K
250
建仓
ADI
ANALOG DEVICES INC COM
+$50.7K
256
建仓
FISV
FISERV INC COM
+$50.3K
315
建仓
BSX
BOSTON SCIENTIFIC CORP COM
+$50.1K
731
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$50.0K
203
+6667%
增持
GM
GENERAL MTRS CO COM
+$49.9K
2,482
+42%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$49.7K
2,302
+46%
增持
SPY
SPDR S&P 500 ETF TRUST
+$49.6K
778
+3%
建仓
AMT
AMERICAN TOWER CORP NEW COM
+$49.4K
250
建仓
RS
RELIANCE INC COM
+$49.0K
146
增持
MPC
MARATHON PETE CORP COM
+$48.0K
302
+251%
建仓
PSTG
PURE STORAGE INC CL A
+$47.9K
922
建仓
GDDY
GODADDY INC CL A
+$47.7K
402
建仓
CSL
CARLISLE COS INC COM
+$47.5K
121
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$47.5K
981
+44%
增持
—
ARISTA NETWORKS INC COM
+$47.2K
334
+58%
增持
SHEL
SHELL PLC SPON ADS
+$46.7K
1,103
+167%
增持
FDX
FEDEX CORP COM
+$46.6K
354
+60%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$46.4K
634
+5%
建仓
SNPS
SYNOPSYS INC COM
+$46.3K
81
增持
MDLZ
MONDELEZ INTL INC CL A
+$46.1K
752
+726%
减持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$46.0K
117,552
-1%
建仓
CDNS
CADENCE DESIGN SYSTEM INC COM
+$45.4K
146
增持
PNC
PNC FINL SVCS GROUP INC COM
+$45.4K
1,263
+23%
建仓
SLB
SCHLUMBERGER LTD COM STK
+$44.7K
815
增持
SHW
SHERWIN WILLIAMS CO COM
+$44.3K
138
+1155%
减持
BAC
BANK AMERICA CORP COM
-$44.3K
11,489
-19%
