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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 80
减持 62
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH ETF
+$7.1M
86,306
+4%
增持
BUFZ
FT VEST LADDERED MODERATE BUFFER ETF
+$3.3M
297,515
+70%
增持
VTV
VANGUARD VALUE ETF
+$2.2M
206,101
+4%
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。
减持
NVDA
NVIDIA CORPORATION COM
+$1.3M
25,783
-0%
增持
MSFT
MICROSOFT CORP COM
+$1.1M
8,730
+1%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$1.1M
234,148
+4%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.0M
640,180
+3%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$793.1K
37,472
+4%
增持
FBND
FIDELITY TOTAL BOND ETF
+$766.7K
30,593
+121%
增持
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$755.9K
335,723
+6%
增持
C
CITIGROUP INC COM NEW
+$611.9K
8,096
+644%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$399.5K
109,237
+2%
增持
AVGO
BROADCOM INC COM
+$367.0K
3,203
+4%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$324.3K
5,659
+978%
增持
MU
MICRON TECHNOLOGY INC COM
+$307.5K
4,167
+76%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$302.8K
7,989
+19%
减持
AMZN
AMAZON COM INC COM
+$284.1K
10,765
-1%
增持
META
META PLATFORMS INC CL A
+$274.6K
1,574
+2%
增持
SPY
SPDR S&P 500 ETF TRUST
+$223.7K
1,921
+12%
增持
JPM
JPMORGAN CHASE & CO. COM
+$215.1K
3,662
+6%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$182.1K
40,949
+5%
增持
GOOG
ALPHABET INC CAP STK CL C
+$179.5K
8,434
+0%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$178.4K
650
-11%
减持
TSLA
TESLA INC COM
+$156.2K
2,882
-2%
增持
NFLX
NETFLIX INC COM
+$156.2K
368
+2%
建仓
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$150.5K
1,992
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$147.3K
40,909
+8%
增持
ORCL
ORACLE CORP COM
+$143.9K
1,680
+5%
增持
COF
CAPITAL ONE FINL CORP COM
+$129.8K
813
+237%
减持
—
EXXON MOBIL CORP COM
-$128.6K
10,430
-1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$121.0K
4,461
-35%
减持
TROW
PRICE T ROWE GROUP INC COM
-$110.7K
186
-87%
减持
BA
BOEING CO COM
+$99.4K
2,864
-2%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$96.3K
32,658
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$94.6K
1,761
+2%
清仓
—
DISCOVER FINL SVCS COM
-$94.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$93.0K
1,861
+2%
增持
CSCO
CISCO SYS INC COM
+$91.1K
11,185
+1%
减持
—
EATON CORP PLC SHS
+$86.8K
1,407
-8%
减持
PAYX
PAYCHEX INC COM
-$80.9K
4,248
-6%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$80.1K
22,903
+1%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$80.0K
656
-7%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$77.2K
1,003
-1%
减持
JNJ
JOHNSON & JOHNSON COM
-$76.9K
4,344
-3%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$76.3K
2,111
+0%
增持
IDXX
IDEXX LABS INC COM
+$74.2K
562
+4%
减持
MCD
MCDONALDS CORP COM
-$71.9K
1,966
-5%
增持
GEV
GE VERNOVA INC COM
+$69.9K
270
+13%
增持
EMN
EASTMAN CHEM CO COM
+$69.4K
1,389
+257%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$69.1K
2,213
+8%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$65.2K
1,915
-24%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$63.1K
203,800
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$60.8K
846
+8%
减持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
-$59.2K
1,047
-50%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$58.9K
2,451
-2%
减持
CAT
CATERPILLAR INC COM
+$57.3K
1,281
-4%
增持
RTX
RTX CORPORATION COM
+$56.5K
2,529
+7%
减持
—
MEDTRONIC PLC SHS
-$55.4K
750
-44%
减持
MRK
MERCK & CO INC COM
-$55.2K
3,709
-5%
增持
GE
GE AEROSPACE COM NEW
+$53.6K
890
+2%
增持
MTZ
MASTEC INC COM
+$51.4K
667
+25%
减持
AMGN
AMGEN INC COM
-$50.3K
1,035
-5%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$49.5K
399
+1%
减持
VST
VISTRA CORP COM
+$49.5K
999
-19%
减持
BAC
BANK AMERICA CORP COM
+$48.4K
12,034
-4%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$45.5K
1,052
+4%
减持
ED
CONSOLIDATED EDISON INC COM
-$45.2K
2,224
-8%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$43.7K
1,339
+8%
增持
MS
MORGAN STANLEY COM NEW
+$43.5K
1,742
+1%
增持
AMAT
APPLIED MATLS INC COM
+$43.3K
640
+26%
减持
INTU
INTUIT COM
+$41.7K
243
-0%
减持
LNT
ALLIANT ENERGY CORP COM
-$39.7K
4,150
-8%
减持
PSA
PUBLIC STORAGE OPER CO COM
-$38.5K
851
-12%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$38.3K
7,763
-2%
减持
WMT
WALMART INC COM
+$36.5K
4,180
-1%
减持
DIS
DISNEY WALT CO COM
+$36.1K
1,745
-4%
增持
COST
COSTCO WHSL CORP NEW COM
+$35.9K
783
+0%
增持
UBER
UBER TECHNOLOGIES INC COM
+$34.9K
1,651
+1%
减持
PRU
PRUDENTIAL FINL INC COM
-$34.5K
2,297
-9%
增持
AAPL
APPLE INC COM
+$34.0K
17,530
+9%
减持
WM
WASTE MGMT INC DEL COM
-$33.1K
1,567
-7%
减持
PPG
PPG INDS INC COM
-$32.9K
322
-49%
增持
APH
AMPHENOL CORP NEW CL A
+$32.8K
848
+9%
减持
UNP
UNION PAC CORP COM
-$31.3K
516
-19%
增持
BBY
BEST BUY INC COM
-$31.1K
5,788
+2%
增持
AXON
AXON ENTERPRISE INC COM
+$30.3K
97
+2%
增持
ABBV
ABBVIE INC COM
-$29.5K
1,403
+1%
增持
BKNG
BOOKING HOLDINGS INC COM
+$29.4K
21
+5%
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$29.4K
116
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$28.7K
242
-5%
减持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$28.7K
1,354
-11%
增持
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
+$27.6K
364
+19%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$27.5K
3,579
+1%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$27.2K
99
-60%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$27.2K
861
-5%
减持
—
CHUBB LIMITED COM
-$26.6K
784
-7%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$26.2K
211
+1%
减持
DOW
DOW INC COM
-$26.1K
1,822
-14%
减持
NOW
SERVICENOW INC COM
+$25.6K
186
-11%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$25.6K
1,758
+8%
减持
PKG
PACKAGING CORP AMER COM
-$25.5K
1,490
-4%
清仓
SHEL
SHELL PLC SPON ADS
-$25.4K
0
-100%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$25.4K
1,301
-0%
减持
CORZ
CORE SCIENTIFIC INC NEW COM
+$24.8K
4,000
-33%
增持
IVV
ISHARES CORE S&P 500 ETF
+$24.4K
375
+1%
减持
ENB
ENBRIDGE INC COM
-$23.6K
480
-53%
增持
TXN
TEXAS INSTRS INC COM
+$23.6K
566
+8%
增持
LLY
ELI LILLY & CO COM
-$23.4K
732
+2%
增持
AXP
AMERICAN EXPRESS CO COM
+$23.0K
348
+6%
建仓
RKLB
ROCKET LAB CORP COM
+$22.9K
641
增持
KMB
KIMBERLY-CLARK CORP COM
+$22.8K
394
+100%
增持
WEC
WEC ENERGY GROUP INC COM
+$22.6K
372
+151%
建仓
CP
CANADIAN PACIFIC KANSAS CITY COM
+$22.5K
284
增持
ANET
ARISTA NETWORKS INC COM SHS
+$22.3K
869
+1%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$21.6K
11,808
-3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$21.4K
179
-71%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$21.3K
187
+4%
减持
WFC
WELLS FARGO CO NEW COM
+$21.3K
3,287
-3%
减持
BP
BP PLC SPONSORED ADR
-$21.2K
10
-98%
增持
ELV
ELEVANCE HEALTH INC COM
-$21.1K
558
+2%
减持
FISV
FISERV INC COM
-$20.9K
340
-6%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$20.9K
1,031
-9%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$20.8K
1,684
-39%
增持
V
VISA INC COM CL A
+$20.5K
1,348
+3%
增持
PG
PROCTER AND GAMBLE CO COM
-$20.4K
2,380
+1%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$20.2K
195
-57%
清仓
—
UNITED STATES STL CORP NEW COM
-$20.2K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP COM
+$19.9K
975
+1%
减持
DVN
DEVON ENERGY CORP NEW COM
-$19.5K
896
-30%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$19.2K
795
-1%
增持
—
ROYAL CARIBBEAN GROUP COM
+$19.1K
170
+2%
增持
FIX
COMFORT SYS USA INC COM
+$18.8K
82
+5%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$18.7K
227
-17%
增持
DSI
ISHARES ESG MSCI KLD 400 ETF
+$18.6K
1,330
+0%
增持
IYF
ISHARES U.S. FINANCIALS ETF
+$18.4K
364
+60%
增持
RNST
RENASANT CORP COM
+$18.4K
513
+25550%
增持
IDU
ISHARES U.S. UTILITIES ETF
+$18.3K
1,274
+12%
减持
KNSL
KINSALE CAP GROUP INC COM
-$17.9K
110
-25%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$17.7K
304
+9%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$17.6K
211
-43%
增持
ADI
ANALOG DEVICES INC COM
+$17.6K
312
+11%
减持
KLAC
KLA CORP COM NEW
+$17.6K
84
-1%
减持
ZTS
ZOETIS INC CL A
-$17.4K
512
-13%
清仓
—
FIRST BANCSHARES INC MISS COM
-$17.2K
0
-100%
增持
CRS
CARPENTER TECHNOLOGY CORP COM
+$17.0K
173
+2%
减持
—
BUNGE GLOBAL SA COM SHS
-$17.0K
97
-70%
减持
USB
US BANCORP DEL COM NEW
-$16.9K
6,978
-11%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$16.6K
781
+0%
增持
DXCM
DEXCOM INC COM
+$16.6K
800
+3%
增持
—
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
+$16.5K
285
+16%
