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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 10
增持 75
减持 48
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$3.3M
110,338
-41%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.4M
468,562
+9%
增持
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$1.1M
271,093
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。
+11%
增持
VTV
VANGUARD VALUE ETF
+$830.2K
150,319
+5%
增持
NVDA
NVIDIA CORPORATION COM
+$812.1K
24,984
+893%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$803.3K
217,815
+8%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$756.8K
147,408
-5%
减持
PYPL
PAYPAL HLDGS INC COM
-$432.7K
47,068
-0%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$419.5K
34,349
-6%
增持
BA
BOEING CO COM
+$379.0K
2,922
+269%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$332.7K
123,924
+5%
增持
GOOG
ALPHABET INC CAP STK CL C
+$265.8K
8,386
+0%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$236.3K
13,737
-25%
减持
PFE
PFIZER INC COM
-$211.9K
1,406
-84%
增持
KHC
KRAFT HEINZ CO COM
+$200.3K
6,846
+1149%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$191.7K
1,581
+503%
减持
VUG
VANGUARD GROWTH ETF
-$186.2K
63,628
-9%
减持
AAPL
APPLE INC COM
+$172.3K
4,500
-1%
增持
MSFT
MICROSOFT CORP COM
+$141.8K
5,268
+0%
增持
—
EXXON MOBIL CORP COM
+$132.1K
8,345
+17%
增持
RTX
RTX CORPORATION COM
+$115.7K
2,625
+73%
减持
AMZN
AMAZON COM INC COM
+$109.4K
9,829
-1%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$107.7K
1,835
+688%
减持
HD
HOME DEPOT INC COM
-$106.8K
1,279
-10%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$98.7K
404
-74%
减持
UNP
UNION PAC CORP COM
-$94.7K
735
-31%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$93.1K
3,906
-2%
增持
COST
COSTCO WHSL CORP NEW COM
+$90.4K
751
+0%
清仓
—
PIONEER NAT RES CO COM
-$85.1K
0
-100%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$81.4K
2,122
+1%
增持
IDXX
IDEXX LABS INC COM
+$74.8K
567
+52%
增持
BAC
BANK AMERICA CORP COM
+$73.7K
12,808
+11%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$73.2K
974
+470%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$72.0K
1,697
+181%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$66.0K
254
-29%
增持
SO
SOUTHERN CO COM
+$65.1K
5,542
+9%
建仓
CORZ
CORE SCIENTIFIC INC NEW COM
+$65.1K
7,000
减持
AVGO
BROADCOM INC COM
+$61.6K
226
-0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$57.8K
2,495
+0%
减持
DIS
DISNEY WALT CO COM
-$57.6K
2,142
-3%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$55.9K
5,963
-12%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$53.6K
23,427
+5%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$52.1K
709
+338%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$50.4K
3,169
+0%
增持
MCD
MCDONALDS CORP COM
-$46.7K
1,972
+1%
减持
TSLA
TESLA INC COM
+$46.4K
2,656
-3%
增持
KO
COCA COLA CO COM
+$45.8K
7,548
+6%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$45.1K
0
-100%
减持
CRM
SALESFORCE INC COM
-$45.1K
825
-3%
减持
LLY
ELI LILLY & CO COM
+$45.0K
703
-8%
增持
MTZ
MASTEC INC COM
+$44.6K
588
+200%
增持
SPY
SPDR S&P 500 ETF TRUST
+$42.2K
826
+6%
增持
CAT
CATERPILLAR INC COM
-$41.8K
1,445
+1%
增持
MA
MASTERCARD INCORPORATED CL A
-$40.5K
1,020
+0%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$38.9K
3,402
-12%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$38.8K
7,950
+4932%
增持
INTC
INTEL CORP COM
-$38.5K
2,958
+0%
清仓
QSR
RESTAURANT BRANDS INTL INC COM
-$37.1K
0
-100%
增持
KMI
KINDER MORGAN INC DEL COM
+$36.6K
2,703
+190%
减持
NKE
NIKE INC CL B
-$35.9K
916
-18%
建仓
GEV
GE VERNOVA INC COM
+$35.0K
204
增持
WMT
WALMART INC COM
+$34.8K
4,388
+1%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$33.8K
1,672
-5%
清仓
SNY
SANOFI SPONSORED ADR
-$33.0K
0
-100%
增持
USB
US BANCORP DEL COM NEW
-$32.3K
8,912
+3%
清仓
—
SHOCKWAVE MED INC COM
-$32.2K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$31.7K
1,724
+14%
增持
MU
MICRON TECHNOLOGY INC COM
+$31.1K
2,264
+0%
增持
TGT
TARGET CORP COM
-$29.8K
1,287
+4%
减持
VST
VISTRA CORP COM
+$29.8K
1,864
-0%
清仓
—
LAKELAND BANCORP INC COM
-$29.3K
0
-100%
建仓
PFS
PROVIDENT FINL SVCS INC COM
+$29.2K
2,035
减持
DOW
DOW INC COM
-$28.8K
5,827
-0%
减持
KVUE
KENVUE INC COM
-$27.6K
1,758
-37%
增持
WM
WASTE MGMT INC DEL COM
+$27.1K
2,009
+7%
增持
IXG
ISHARES GLOBAL FINANCIALS ETF
+$26.9K
351
+2%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$26.2K
500
增持
PRU
PRUDENTIAL FINL INC COM
+$26.1K
3,127
+8%
增持
NFLX
NETFLIX INC COM
+$26.0K
367
+1%
减持
KNSL
KINSALE CAP GROUP INC COM
-$26.0K
179
-1%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$26.0K
700
+1%
增持
GLW
CORNING INC COM
+$25.8K
2,081
+25%
减持
DKNG
DRAFTKINGS INC NEW COM CL A
-$25.7K
2,768
-4%
清仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$25.6K
0
-100%
减持
QCOM
QUALCOMM INC COM
+$25.2K
993
-3%
增持
ORCL
ORACLE CORP COM
+$24.9K
1,559
+0%
减持
LULU
LULULEMON ATHLETICA INC COM
-$24.8K
257
-1%
减持
CVS
CVS HEALTH CORP COM
-$24.7K
1,189
-0%
增持
—
EATON CORP PLC SHS
+$24.1K
1,723
+4%
减持
UNM
UNUM GROUP COM
-$23.6K
394
-52%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$23.4K
11,395
+0%
清仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$23.1K
0
-100%
减持
META
META PLATFORMS INC CL A
+$22.6K
1,337
-0%
减持
TMP
TOMPKINS FINL CORP COM
-$22.2K
15,822
-0%
增持
LOW
LOWES COS INC COM
-$21.7K
657
+0%
增持
JNJ
JOHNSON & JOHNSON COM
-$21.7K
3,038
+3%
增持
T
AT&T INC COM
+$21.2K
8,578
+6%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$21.2K
1,086
-2%
增持
DBRG
DIGITALBRIDGE GROUP INC CL A NEW
-$20.9K
3,766
+0%
减持
DG
DOLLAR GEN CORP NEW COM
-$20.2K
673
-4%
增持
SBUX
STARBUCKS CORP COM
-$20.0K
1,542
+1%
增持
PKG
PACKAGING CORP AMER COM
+$19.7K
1,806
+11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$19.6K
566
-2%
减持
MNST
MONSTER BEVERAGE CORP NEW COM
-$19.1K
467
-35%
增持
AMGN
AMGEN INC COM
+$18.9K
627
+1%
增持
LNT
ALLIANT ENERGY CORP COM
+$18.2K
5,267
+6%
清仓
IXN
ISHARES GLOBAL TECH ETF
-$18.2K
0
-100%
建仓
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
+$17.9K
544
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$17.7K
2,279
+10%
减持
ADBE
ADOBE INC COM
+$17.7K
377
-1%
增持
FAST
FASTENAL CO COM
-$17.5K
1,238
+0%
减持
BP
BP PLC SPONSORED ADR
-$17.3K
1,216
-25%
建仓
—
ARCADIUM LITHIUM PLC COM SHS
+$16.9K
5,043
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$16.9K
628
-1%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$16.6K
411
-24%
建仓
TXT
TEXTRON INC COM
+$16.5K
192
减持
IWM
ISHARES RUSSELL 2000 ETF
-$16.1K
1,873
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$16.1K
1,752
+17%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$15.9K
411
+5%
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$15.9K
298
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$15.8K
363
-1%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$15.7K
17,878
+1%
增持
V
VISA INC COM CL A
-$15.7K
976
+0%
减持
TREX
TREX CO INC COM
-$15.6K
334
-18%
增持
IVV
ISHARES CORE S&P 500 ETF
+$15.5K
353
+4%
清仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$14.7K
0
-100%
清仓
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$14.6K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC COM
+$14.5K
143
清仓
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$14.3K
0
-100%
增持
AMAT
APPLIED MATLS INC COM
+$14.0K
464
+0%
增持
PLD
PROLOGIS INC. COM
-$13.7K
866
+2%
增持
IDA
IDACORP INC COM
+$13.7K
368
+66%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$13.6K
327
+1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$13.6K
891
+2%
增持
BX
BLACKSTONE INC COM
+$13.3K
2,899
+10%
清仓
KXI
ISHARES GLOBAL CONSUMER STAPLES ETF
-$12.9K
0
-100%
清仓
IGE
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF
-$12.9K
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$12.8K
2,308
-13%
清仓
—
MASONITE INTL CORP COM
-$12.8K
0
-100%
增持
OLED
UNIVERSAL DISPLAY CORP COM
+$12.7K
299
+0%
增持
MRK
MERCK & CO INC COM
+$12.6K
5,279
+9%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$12.4K
32,299
+0%
增持
AES
AES CORP COM
+$12.4K
1,499
+92%
清仓
GDX
VANECK GOLD MINERS ETF
-$12.3K
0
-100%
减持
CELH
CELSIUS HLDGS INC COM NEW
-$12.2K
426
-3%
建仓
MOS
MOSAIC CO NEW COM
+$12.1K
419
增持
ED
CONSOLIDATED EDISON INC COM
+$12.1K
3,249
+6%
清仓
PCY
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
-$12.0K
0
-100%
减持
CLF
CLEVELAND-CLIFFS INC NEW COM
-$11.6K
1,429
-3%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$11.5K
697
+0%
