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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 75
减持 55
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD VALUE ETF
+$4.2M
162,363
+8%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$3.3M
527,315
+13%
增持
VUG
VANGUARD GROWTH ETF
+$2.1M
67,339
+6%
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
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$2.0M
301,340
+11%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$1.2M
158,925
+8%
增持
PYPL
PAYPAL HLDGS INC COM
+$1.0M
48,290
+3%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$786.9K
36,718
+7%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$680.2K
115,097
+4%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$652.2K
228,893
+5%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$549.6K
131,559
+6%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$399.6K
413
-95%
增持
FBND
FIDELITY TOTAL BOND ETF
+$251.4K
13,842
+57%
增持
—
EXXON MOBIL CORP COM
+$232.8K
10,182
+22%
增持
SPY
SPDR S&P 500 ETF TRUST
+$200.9K
1,133
+37%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$191.8K
3,869
-1%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$178.9K
26,828
+15%
减持
GOOG
ALPHABET INC CAP STK CL C
-$168.9K
8,190
-2%
减持
TSLA
TESLA INC COM
+$167.8K
2,650
-0%
减持
NVDA
NVIDIA CORPORATION COM
-$155.9K
24,133
-3%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$142.1K
3,588
+57%
减持
TMP
TOMPKINS FINL CORP COM
+$140.1K
15,812
-0%
清仓
—
SUPER MICRO COMPUTER INC COM
-$137.7K
0
-100%
减持
AMZN
AMAZON COM INC COM
-$123.0K
9,534
-3%
增持
MCD
MCDONALDS CORP COM
+$113.5K
2,023
+3%
减持
MSFT
MICROSOFT CORP COM
-$113.4K
5,209
-1%
增持
META
META PLATFORMS INC CL A
+$111.3K
1,372
+3%
增持
PSA
PUBLIC STORAGE OPER CO COM
+$109.3K
1,275
+3%
增持
BX
BLACKSTONE INC COM
+$106.3K
3,038
+5%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$104.3K
299
-89%
减持
BA
BOEING CO COM
-$101.4K
2,831
-3%
增持
CAT
CATERPILLAR INC COM
+$100.6K
1,488
+3%
增持
PAYX
PAYCHEX INC COM
+$99.1K
5,317
+3%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$95.4K
19,754
+10%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$93.1K
570
-55%
增持
SO
SOUTHERN CO COM
+$90.6K
5,772
+4%
减持
AAPL
APPLE INC COM
+$89.3K
4,452
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$89.1K
1,774
+1%
清仓
—
LAM RESEARCH CORP COM
-$82.5K
0
-100%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$78.3K
721
增持
KO
COCA COLA CO COM
+$77.4K
7,762
+3%
增持
CSCO
CISCO SYS INC COM
+$75.2K
10,311
+3%
减持
MRK
MERCK & CO INC COM
-$74.5K
5,099
-3%
增持
USB
US BANCORP DEL COM NEW
+$70.6K
9,281
+4%
建仓
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$70.0K
168
减持
PEP
PEPSICO INC COM
-$69.8K
1,112
-29%
建仓
BLK
BLACKROCK INC COM
+$69.6K
73
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$69.3K
32,389
+0%
增持
LNT
ALLIANT ENERGY CORP COM
+$67.4K
5,528
+5%
减持
HD
HOME DEPOT INC COM
+$65.0K
1,247
-3%
增持
ED
CONSOLIDATED EDISON INC COM
+$64.2K
3,407
+5%
增持
JNJ
JOHNSON & JOHNSON COM
+$63.9K
3,134
+3%
减持
GSG
ISHARES S&P GSCI COMMODITY INDEXED TRUST
-$63.4K
300
-90%
增持
MU
MICRON TECHNOLOGY INC COM
-$62.7K
2,266
+0%
增持
VST
VISTRA CORP COM
+$61.1K
1,867
+0%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$59.0K
1,988
+6%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$58.8K
4,738
-21%
减持
LLY
ELI LILLY & CO COM
-$58.3K
653
-7%
清仓
—
BLACKROCK INC COM
-$57.4K
0
-100%
减持
—
UNITED STATES STL CORP NEW COM
-$56.5K
1,194
-54%
减持
DG
DOLLAR GEN CORP NEW COM
-$53.2K
424
-37%
减持
PKG
PACKAGING CORP AMER COM
+$51.1K
1,768
-2%
减持
DOW
DOW INC COM
-$50.0K
4,742
-19%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$47.4K
9,939
-13%
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$42.3K
280
减持
SYY
SYSCO CORP COM
-$42.1K
383
-62%
清仓
—
TE CONNECTIVITY LTD SHS
-$42.0K
0
-100%
减持
DXCM
DEXCOM INC COM
-$41.7K
793
-5%
减持
CVX
CHEVRON CORP NEW COM
-$40.7K
1,554
-10%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$39.7K
1,099
+235%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$39.5K
22,354
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$38.5K
7,975
+0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$38.3K
2,334
+1%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$37.4K
13,017
-5%
减持
T
AT&T INC COM
-$37.2K
5,760
-33%
建仓
FNLC
FIRST BANCORP INC ME COM
+$37.1K
1,410
增持
AFL
AFLAC INC COM
+$36.3K
1,587
+0%
增持
—
EATON CORP PLC SHS
+$35.9K
1,739
+1%
减持
WFC
WELLS FARGO CO NEW COM
-$35.9K
3,303
-12%
减持
MA
MASTERCARD INCORPORATED CL A
+$35.4K
983
-4%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$35.3K
1,419
-15%
建仓
—
AMCOR PLC ORD
+$35.1K
3,094
增持
ABBV
ABBVIE INC COM
+$34.6K
1,267
+1%
增持
COST
COSTCO WHSL CORP NEW COM
+$34.5K
759
+1%
减持
DIS
DISNEY WALT CO COM
-$34.4K
1,853
-13%
清仓
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$34.0K
0
-100%
增持
LOW
LOWES COS INC COM
+$33.9K
660
+0%
增持
PRU
PRUDENTIAL FINL INC COM
+$32.7K
3,296
+5%
增持
JPM
JPMORGAN CHASE & CO. COM
+$30.4K
3,183
+0%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$30.0K
1,702
+0%
减持
OLED
UNIVERSAL DISPLAY CORP COM
-$29.9K
157
-47%
减持
QCOM
QUALCOMM INC COM
-$29.8K
988
-1%
增持
CORZ
CORE SCIENTIFIC INC NEW COM
+$29.8K
8,000
+14%
减持
ORCL
ORACLE CORP COM
+$29.2K
1,463
-6%
建仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$29.2K
554
减持
GS
GOLDMAN SACHS GROUP INC COM
+$28.9K
698
-0%
增持
AVGO
BROADCOM INC COM
+$28.2K
2,268
+904%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$27.8K
639
+2%
减持
FDX
FEDEX CORP COM
-$26.7K
292
-18%
减持
SBUX
STARBUCKS CORP COM
+$26.6K
1,504
-2%
清仓
—
EQUITRANS MIDSTREAM CORP COM
-$26.4K
0
-100%
增持
EQT
EQT CORP COM
+$26.2K
1,036
+225%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$25.7K
3,523
+0%
减持
WMT
WALMART INC COM
+$25.6K
3,997
-9%
清仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$25.6K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$24.0K
428
-24%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$23.9K
990
+0%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$22.6K
2,129
+0%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$22.4K
1,117
+1%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$22.0K
314
-75%
减持
BAC
BANK AMERICA CORP COM
-$21.9K
12,284
-4%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$21.8K
365
+13%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
-$21.8K
121
+1%
建仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$20.8K
411
建仓
EVSD
EATON VANCE SHORT DURATION INCOME ETF
+$20.7K
406
减持
PLD
PROLOGIS INC. COM
-$20.6K
607
-30%
减持
ALV
AUTOLIV INC COM
-$19.9K
417
-24%
建仓
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$19.7K
410
减持
RTX
RTX CORPORATION COM
+$19.6K
2,338
-11%
建仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$19.6K
184
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$19.2K
715
-27%
增持
AXP
AMERICAN EXPRESS CO COM
+$19.1K
473
+0%
增持
IYR
ISHARES U.S. REAL ESTATE ETF
+$19.0K
1,289
+1%
增持
INTC
INTEL CORP COM
-$18.9K
3,099
+5%
减持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
-$18.7K
2,188
-15%
增持
SWK
STANLEY BLACK & DECKER INC COM
+$18.6K
267
+99%
增持
GIS
GENERAL MLS INC COM
+$18.6K
606
+47%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$18.6K
639
-8%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$18.0K
256
+1%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$18.0K
2,936
-14%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$17.7K
667
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$17.7K
2,160
-5%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$17.4K
1,842
+0%
减持
GE
GE AEROSPACE COM NEW
+$17.2K
792
-5%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$17.2K
1,575
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$16.8K
328
+0%
减持
—
CHUBB LIMITED COM
+$16.1K
801
-5%
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
+$15.7K
2,861
+1%
增持
VO
VANGUARD MID-CAP ETF
+$15.5K
661
+1%
增持
AMAT
APPLIED MATLS INC COM
-$15.5K
465
+0%
建仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$15.1K
309
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$14.8K
5,730
+0%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$14.7K
194
+8%
清仓
—
WESTROCK CO COM
-$14.7K
0
-100%
增持
GILD
GILEAD SCIENCES INC COM
+$14.6K
791
+5%
减持
GEV
GE VERNOVA INC COM
+$14.5K
194
-5%
增持
IDU
ISHARES U.S. UTILITIES ETF
+$14.3K
974
+1%
减持
ABNB
AIRBNB INC COM CL A
-$14.2K
323
-11%
增持
MS
MORGAN STANLEY COM NEW
+$14.2K
1,792
+1%
增持
WPC
WP CAREY INC COM
+$14.2K
1,874
+1%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$14.1K
1,029
-5%
