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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 76
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD VALUE ETF
+$4.9M
197,999
+14%
建仓
BUFZ
FT VEST LADDERED MODERATE BUFFER ETF
+$4.1M
175,274
清仓
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$3.7M
0
-100%
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
XLE
ENERGY SELECT SECTOR SPDR FUND
+$3.6M
39,112
+16686%
减持
PYPL
PAYPAL HLDGS INC COM
-$3.3M
646
-98%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$2.7M
224,218
+42%
增持
AAPL
APPLE INC COM
+$2.5M
16,038
+277%
增持
VUG
VANGUARD GROWTH ETF
+$2.0M
82,856
+19%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.9M
619,158
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.8M
6,718
+73%
增持
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$1.5M
317,886
+9%
增持
MSFT
MICROSOFT CORP COM
+$1.0M
8,605
+66%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$618.6K
1,015
-53%
增持
BBY
BEST BUY INC COM
+$395.0K
5,701
+1886%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$328.4K
38,041
+20%
增持
JNJ
JOHNSON & JOHNSON COM
+$292.5K
4,465
+44%
增持
TSLA
TESLA INC COM
-$289.9K
2,930
+13%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$280.0K
202,725
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
-$230.6K
8,427
+4%
增持
NVDA
NVIDIA CORPORATION COM
-$221.3K
25,883
+15%
增持
KO
COCA COLA CO COM
+$210.7K
9,294
+27%
增持
SPY
SPDR S&P 500 ETF TRUST
+$207.3K
1,722
+33%
增持
AMGN
AMGEN INC COM
+$206.0K
1,089
+113%
清仓
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$203.2K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP COM
+$197.9K
969
+618%
增持
ELV
ELEVANCE HEALTH INC COM
+$191.9K
548
+335%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$177.8K
16,667
-17%
清仓
IEFA
ISHARES CORE MSCI EAFE ETF
-$174.4K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$166.6K
6,816
-25%
减持
KHC
KRAFT HEINZ CO COM
-$162.8K
884
-86%
增持
—
EXXON MOBIL CORP COM
+$160.5K
10,535
+4%
增持
V
VISA INC COM CL A
+$155.8K
1,307
+37%
减持
—
EATON CORP PLC SHS
-$137.8K
1,529
-8%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$134.5K
1,723
+1097%
增持
PG
PROCTER AND GAMBLE CO COM
+$122.0K
2,345
+42%
清仓
—
GENERATIONS BANCORP NY INC COM
-$121.8K
0
-100%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$121.7K
268
-86%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$118.1K
1,244
+217%
增持
MCD
MCDONALDS CORP COM
+$116.0K
2,069
+13%
减持
VST
VISTRA CORP COM
-$111.5K
1,228
-34%
减持
MRK
MERCK & CO INC COM
-$109.6K
3,886
-16%
增持
TROW
PRICE T ROWE GROUP INC COM
+$108.9K
1,400
+705%
减持
USB
US BANCORP DEL COM NEW
-$104.8K
7,880
-14%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$98.7K
0
-100%
增持
CSCO
CISCO SYS INC COM
+$98.2K
11,099
+12%
减持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$95.9K
1,520
-44%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$92.1K
20
建仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$91.6K
780
增持
NEE
NEXTERA ENERGY INC COM
+$89.6K
1,984
+179%
增持
META
META PLATFORMS INC CL A
+$88.4K
1,539
+13%
减持
PRU
PRUDENTIAL FINL INC COM
-$88.0K
2,519
-19%
增持
BX
BLACKSTONE INC COM
-$86.7K
2,851
+1%
建仓
L
LOEWS CORP COM
+$86.1K
937
增持
LLY
ELI LILLY & CO COM
+$84.1K
719
+9%
减持
CAT
CATERPILLAR INC COM
-$80.6K
1,334
-7%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$77.2K
2,774
+18%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$76.9K
7,918
+1%
减持
PKG
PACKAGING CORP AMER COM
-$76.2K
1,547
-9%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$72.7K
1,832
+5%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$72.0K
396
+72%
增持
DOV
DOVER CORP COM
+$71.4K
507
+439%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$69.8K
539
+108%
减持
DOW
DOW INC COM
-$69.7K
2,128
-41%
减持
NOW
SERVICENOW INC COM
-$68.7K
208
-6%
减持
DECK
DECKERS OUTDOOR CORP COM
-$67.1K
112
-71%
建仓
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$66.7K
758
增持
JPM
JPMORGAN CHASE & CO. COM
+$66.2K
3,451
+6%
增持
—
MEDTRONIC PLC SHS
+$65.3K
1,344
+93%
清仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$62.1K
0
-100%
增持
ABBV
ABBVIE INC COM
+$61.1K
1,383
+7%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$60.8K
881
+113%
减持
PSA
PUBLIC STORAGE OPER CO COM
-$60.6K
963
-17%
增持
CVX
CHEVRON CORP NEW COM
+$60.6K
1,727
+10%
减持
GDDY
GODADDY INC CL A
-$59.9K
108
-73%
增持
COST
COSTCO WHSL CORP NEW COM
+$58.5K
781
+5%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$58.3K
728
+14%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$58.1K
106,831
-2%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$56.9K
36,124
-1%
增持
TMP
TOMPKINS FINL CORP COM
-$56.4K
16,126
+2%
清仓
SAP
SAP SE SPON ADR
-$54.9K
0
-100%
减持
MSTR
MICROSTRATEGY INC CL A NEW
-$53.9K
4
-98%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$52.8K
2,516
+10%
清仓
NVO
NOVO-NORDISK A S ADR
-$50.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$50.8K
1,028
+6%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$50.1K
39
-65%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$49.3K
32,560
+0%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$49.2K
2,108
+0%
减持
AXP
AMERICAN EXPRESS CO COM
-$49.0K
327
-29%
增持
PEP
PEPSICO INC COM
+$47.3K
1,558
+27%
减持
TM
TOYOTA MOTOR CORP ADS
-$46.5K
2
-99%
减持
HSBC
HSBC HLDGS PLC SPON ADR NEW
-$46.2K
2
-100%
增持
GE
GE AEROSPACE COM NEW
+$46.1K
876
+13%
增持
T
AT&T INC COM
+$44.1K
6,177
+8%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$42.8K
735
+69%
增持
RTX
RTX CORPORATION COM
+$42.8K
2,361
+1%
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$42.3K
309
增持
KMI
KINDER MORGAN INC DEL COM
+$42.0K
3,913
+54%
增持
EOG
EOG RES INC COM
+$42.0K
757
+69%
减持
BHE
BENCHMARK ELECTRS INC COM
-$41.0K
2
-100%
减持
LII
LENNOX INTL INC COM
-$39.9K
21
-75%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$39.4K
2,523
+25%
增持
ABT
ABBOTT LABS COM
+$39.0K
1,275
+11%
增持
CRM
SALESFORCE INC COM
-$38.5K
846
+7%
建仓
RBA
RB GLOBAL INC COM
+$38.4K
383
减持
SMCI
SUPER MICRO COMPUTER INC COM NEW
-$37.5K
414
-76%
减持
PFS
PROVIDENT FINL SVCS INC COM
-$37.4K
56
-97%
增持
NFLX
NETFLIX INC COM
+$36.3K
361
+7%
减持
FIX
COMFORT SYS USA INC COM
-$33.7K
78
-43%
增持
DOCU
DOCUSIGN INC COM
+$33.4K
463
+865%
清仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$33.3K
0
-100%
减持
LULU
LULULEMON ATHLETICA INC COM
-$33.3K
231
-10%
增持
STZ
CONSTELLATION BRANDS INC CL A
-$33.0K
911
+1%
增持
UBER
UBER TECHNOLOGIES INC COM
+$32.9K
1,635
+14%
建仓
—
SOUTHSTATE CORPORATION COM
+$32.6K
351
减持
—
UNILEVER PLC SPON ADR NEW
-$32.5K
2
-100%
建仓
FNF
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
+$32.0K
491
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$31.7K
22,619
+0%
增持
—
CHUBB LIMITED COM
+$31.7K
841
+5%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$31.7K
1,633
-29%
建仓
GWRE
GUIDEWIRE SOFTWARE INC COM
+$31.5K
168
增持
CSX
CSX CORP COM
+$31.4K
2,594
+86%
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$31.4K
0
-100%
减持
CVNA
CARVANA CO CL A
-$31.3K
4
-97%
增持
PGR
PROGRESSIVE CORP COM
+$31.3K
521
+7%
减持
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
-$31.0K
1
-100%
建仓
CRS
CARPENTER TECHNOLOGY CORP COM
+$30.8K
170
建仓
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$30.7K
525
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$30.7K
1,036
+4%
减持
SHEL
SHELL PLC SPON ADS
-$30.5K
347
-61%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC COM
+$30.4K
430
减持
AVT
AVNET INC COM
-$30.4K
6
-99%
减持
SONY
SONY GROUP CORP SPONSORED ADR
-$30.3K
261
-85%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$30.3K
784
+15%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$29.9K
263
-34%
减持
PSTG
PURE STORAGE INC CL A
-$29.9K
605
-34%
建仓
MLI
MUELLER INDS INC COM
+$29.8K
391
增持
WDAY
WORKDAY INC CL A
+$29.2K
208
+177%
建仓
CCI
CROWN CASTLE INC COM
+$28.2K
271
减持
MFG
MIZUHO FINANCIAL GROUP INC SPONSORED ADR
-$27.5K
1
-100%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$27.5K
445
增持
WMT
WALMART INC COM
+$27.4K
4,239
+11%
增持
TGT
TARGET CORP COM
-$27.2K
1,179
+6%
减持
EFSC
ENTERPRISE FINL SVCS CORP COM
-$27.0K
2
-100%
增持
TMUS
T-MOBILE US INC COM
+$26.7K
302
+23%
清仓
ARGX
ARGENX SE SPONSORED ADR
-$26.4K
0
-100%
增持
—
LINDE PLC SHS
+$26.1K
335
+8%
减持
DIS
DISNEY WALT CO COM
-$26.0K
1,827
-1%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$26.0K
1
-100%
清仓
—
ARCADIUM LITHIUM PLC COM SHS
-$25.9K
0
-100%
减持
EQT
EQT CORP COM
-$25.7K
394
-61%
