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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 36
减持 97
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH ETF
+$2.8M
69,909
+4%
减持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$1.5M
197,995
-13%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.3M
583,897
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%
减持
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
-$1.1M
292,300
-3%
增持
VTV
VANGUARD VALUE ETF
+$948.4K
173,019
+7%
减持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$600.8K
122,855
-7%
减持
PYPL
PAYPAL HLDGS INC COM
-$377.5K
39,725
-18%
减持
TSLA
TESLA INC COM
+$355.9K
2,598
-2%
增持
AMZN
AMAZON COM INC COM
+$315.6K
9,536
+0%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$236.4K
31,717
+18%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$181.4K
36,367
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$177.9K
8,124
-1%
减持
TMP
TOMPKINS FINL CORP COM
+$158.2K
15,804
-0%
增持
AVGO
BROADCOM INC COM
+$149.9K
2,335
+3%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$145.3K
398
-64%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$140.9K
3,072
-35%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$140.7K
2,105
-31%
清仓
—
ARISTA NETWORKS INC COM
-$128.2K
0
-100%
减持
MRK
MERCK & CO INC COM
-$120.5K
4,608
-10%
减持
PSA
PUBLIC STORAGE OPER CO COM
-$115.2K
1,165
-9%
减持
DOW
DOW INC COM
-$115.1K
3,588
-24%
增持
JPM
JPMORGAN CHASE & CO. COM
+$109.2K
3,256
+2%
增持
SPY
SPDR S&P 500 ETF TRUST
+$105.5K
1,290
+14%
减持
KO
COCA COLA CO COM
-$102.9K
7,306
-6%
减持
—
EXXON MOBIL CORP COM
-$101.0K
10,156
-0%
减持
NVDA
NVIDIA CORPORATION COM
+$95.8K
22,537
-7%
减持
PG
PROCTER AND GAMBLE CO COM
-$92.0K
1,655
-22%
减持
MCD
MCDONALDS CORP COM
-$85.8K
1,829
-10%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$85.7K
775
减持
HD
HOME DEPOT INC COM
-$79.5K
1,094
-12%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$73.8K
2,286
+46%
减持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$71.2K
2,732
-4%
增持
BA
BOEING CO COM
+$71.2K
2,834
+0%
增持
LLY
ELI LILLY & CO COM
-$68.4K
660
+1%
减持
AMGN
AMGEN INC COM
-$65.4K
511
-17%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$65.0K
906
-12%
减持
ED
CONSOLIDATED EDISON INC COM
-$64.7K
3,250
-5%
减持
CAT
CATERPILLAR INC COM
-$61.3K
1,435
-4%
减持
IDXX
IDEXX LABS INC COM
-$61.0K
543
-4%
减持
JNJ
JOHNSON & JOHNSON COM
-$59.9K
3,098
-1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$55.6K
2,141
+1%
减持
MSFT
MICROSOFT CORP COM
-$55.5K
5,186
-0%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$55.1K
9,057
-9%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$54.7K
2,482
-15%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$54.5K
1,102
-22%
减持
NFLX
NETFLIX INC COM
+$54.3K
337
-3%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$53.8K
745
减持
UNH
UNITEDHEALTH GROUP INC COM
-$50.7K
638
-0%
减持
BAC
BANK AMERICA CORP COM
+$50.2K
12,232
-0%
减持
SO
SOUTHERN CO COM
-$48.8K
5,730
-1%
减持
MELI
MERCADOLIBRE INC COM
-$48.7K
10
-69%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$46.9K
108,900
-5%
增持
WFC
WELLS FARGO CO NEW COM
+$46.6K
3,320
+1%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$46.3K
684
-2%
减持
DKNG
DRAFTKINGS INC NEW COM CL A
-$45.6K
1,498
-42%
减持
MU
MICRON TECHNOLOGY INC COM
-$45.4K
2,253
-1%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$44.8K
158,034
-1%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$42.9K
22,561
+1%
减持
TGT
TARGET CORP COM
-$41.8K
1,112
-10%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$41.7K
865
-3%
增持
V
VISA INC COM CL A
+$41.7K
956
+1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$39.7K
3,340
-7%
减持
CRM
SALESFORCE INC COM
+$39.4K
794
-4%
减持
DBRG
DIGITALBRIDGE GROUP INC CL A NEW
-$38.5K
1,308
-65%
减持
KHC
KRAFT HEINZ CO COM
-$38.2K
6,177
-5%
减持
CSCO
CISCO SYS INC COM
+$38.0K
9,911
-4%
减持
GD
GENERAL DYNAMICS CORP COM
-$37.7K
576
-8%
增持
NOW
SERVICENOW INC COM
+$37.5K
221
+0%
减持
WM
WASTE MGMT INC DEL COM
-$35.8K
1,920
-6%
减持
VST
VISTRA CORP COM
+$34.4K
1,855
-1%
减持
ZTS
ZOETIS INC CL A
-$33.3K
574
-12%
清仓
IXG
ISHARES GLOBAL FINANCIALS ETF
-$33.2K
0
-100%
建仓
JSI
JANUS HENDERSON SECURITIZED INCOME ETF
+$33.1K
638
减持
MS
MORGAN STANLEY COM NEW
+$32.5K
1,744
-3%
减持
UNP
UNION PAC CORP COM
-$30.1K
645
-10%
减持
PRU
PRUDENTIAL FINL INC COM
-$30.0K
3,115
-5%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$29.7K
464
-35%
增持
LULU
LULULEMON ATHLETICA INC COM
+$28.9K
258
+0%
减持
INTC
INTEL CORP COM
-$28.5K
2,203
-29%
建仓
EXE
EXPAND ENERGY CORPORATION COM
+$28.5K
286
增持
REGN
REGENERON PHARMACEUTICALS COM
-$28.4K
87
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$28.3K
251
-2%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
-$28.3K
3,535
+0%
建仓
PRMB
PRIMO BRANDS CORPORATION CLASS A COM SHS
+$28.1K
915
减持
AAPL
APPLE INC COM
+$28.1K
4,254
-4%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$27.9K
2,716
-11%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$27.8K
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
+$27.4K
974
-1%
减持
PAYX
PAYCHEX INC COM
-$26.0K
4,903
-8%
增持
ADBE
ADOBE INC COM
-$24.9K
383
+2%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$24.8K
110
-9%
减持
CVS
CVS HEALTH CORP COM
-$24.7K
1,084
-7%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$24.3K
681
+7%
减持
PLD
PROLOGIS INC. COM
-$24.0K
498
-18%
减持
LNT
ALLIANT ENERGY CORP COM
-$23.6K
5,274
-5%
清仓
—
SOUTHWESTERN ENERGY CO COM
-$23.5K
0
-100%
减持
AFL
AFLAC INC COM
-$23.2K
1,491
-6%
清仓
—
PRIMO WATER CORPORATION COM
-$23.1K
0
-100%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$23.0K
1,002
-21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$22.9K
3,878
+0%
减持
—
EATON CORP PLC SHS
-$22.8K
1,668
-4%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$22.7K
1,352
-14%
减持
WMT
WALMART INC COM
+$22.0K
3,815
-5%
增持
ABBV
ABBVIE INC COM
-$21.4K
1,288
+2%
增持
GM
GENERAL MTRS CO COM
+$21.3K
2,500
+0%
减持
—
UNITED STATES STL CORP NEW COM
-$21.2K
617
-48%
减持
LOW
LOWES COS INC COM
-$21.2K
639
-3%
减持
—
BUNGE GLOBAL SA COM SHS
-$20.9K
465
-21%
增持
CARR
CARRIER GLOBAL CORPORATION COM
-$20.6K
1,705
+0%
减持
SHEL
SHELL PLC SPON ADS
-$20.5K
893
-23%
减持
AES
AES CORP COM
-$20.0K
804
-47%
减持
GE
GE AEROSPACE COM NEW
-$20.0K
775
-2%
减持
BX
BLACKSTONE INC COM
+$19.9K
2,814
-7%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$19.8K
12,669
-3%
增持
UBER
UBER TECHNOLOGIES INC COM
-$19.7K
1,429
+1%
增持
FBND
FIDELITY TOTAL BOND ETF
-$19.6K
13,982
+1%
清仓
—
STERICYCLE INC COM
-$19.3K
0
-100%
清仓
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
-$19.2K
0
-100%
减持
MSTR
MICROSTRATEGY INC CL A NEW
+$18.8K
190
-12%
增持
ELV
ELEVANCE HEALTH INC COM
-$18.7K
126
+1%
减持
DDOG
DATADOG INC CL A COM
-$18.4K
99
-65%
减持
SWK
STANLEY BLACK & DECKER INC COM
-$18.4K
137
-49%
减持
OLED
UNIVERSAL DISPLAY CORP COM
-$18.3K
99
-37%
增持
SMCI
SUPER MICRO COMPUTER INC COM NEW
-$18.3K
1,696
+910%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$17.9K
20,174
+2%
减持
PFE
PFIZER INC COM
-$17.8K
878
-38%
增持
DECK
DECKERS OUTDOOR CORP COM
+$17.4K
392
+1%
减持
QCOM
QUALCOMM INC COM
-$17.1K
982
-1%
减持
TTD
THE TRADE DESK INC COM CL A
-$16.6K
64
-71%
清仓
—
GLOBALFOUNDRIES INC ORDINARY SHARES
-$16.4K
0
-100%
减持
PM
PHILIP MORRIS INTL INC COM
-$16.3K
17
-89%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$16.2K
541
-36%
增持
AMAT
APPLIED MATLS INC COM
-$16.0K
479
+3%
清仓
—
MARATHON OIL CORP COM
-$15.9K
0
-100%
增持
NEM
NEWMONT CORP COM
-$15.7K
990
+1%
建仓
—
SMURFIT WESTROCK PLC SHS
+$15.7K
292
清仓
—
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
-$15.6K
0
-100%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$15.6K
1,410
+460%
减持
DG
DOLLAR GEN CORP NEW COM
-$15.5K
268
-37%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$15.5K
1,597
-4%
减持
MO
ALTRIA GROUP INC COM
-$15.4K
181
-63%
减持
—
DISCOVER FINL SVCS COM
+$15.4K
563
-4%
减持
—
CYBERARK SOFTWARE LTD SHS
-$15.3K
10
-84%
增持
—
LINDE PLC SHS
+$15.2K
310
+29%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$15.1K
1,919
-3%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$15.0K
278
-32%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$14.9K
7,868
-1%
清仓
—
APTIV PLC SHS
-$14.9K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP COM
-$14.8K
155
+1%
减持
NEE
NEXTERA ENERGY INC COM
-$14.6K
712
-8%
