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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 99 项
建仓 4
增持 54
减持 33
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH ETF
-$3.2M
104,728
+3%
建仓
MUNY
VANGUARD NEW YORK TAX-EXEMPT BOND ETF
+$2.5M
24,668
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$1.9M
472,396
+7%
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
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$1.7M
106,984
+4%
增持
LQTI
FT VEST INVESTMENT GRADE & TARGET INCOME ETF
+$1.6M
936,647
+13%
增持
VTV
VANGUARD VALUE ETF
+$1.3M
153,093
+2%
清仓
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
-$1.1M
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$1.1M
8,626
-2%
增持
BUFZ
FT VEST LADDERED MODERATE BUFFER ETF
+$993.8K
699,118
+7%
增持
VCRB
VANGUARD CORE BOND ETF
+$904.4K
301,439
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$557.9K
8,093
-8%
清仓
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$457.8K
0
-100%
增持
JSMD
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
+$434.4K
191,762
+5%
增持
—
EXXON MOBIL CORP COM
+$429.4K
10,473
+0%
增持
FBND
FIDELITY TOTAL BOND ETF
+$348.7K
330,148
+3%
清仓
IVOV
VANGUARD S&P MID-CAP 400 VALUE ETF
-$307.3K
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
-$294.5K
24,566
-1%
建仓
GLW
CORNING INC COM
+$289.2K
2,031
减持
AMZN
AMAZON COM INC COM
-$247.2K
11,339
-1%
清仓
DIS
DISNEY WALT CO COM
-$224.1K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$220.9K
0
-100%
清仓
CRM
SALESFORCE INC COM
-$220.2K
0
-100%
清仓
ABT
ABBOTT LABS COM
-$217.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC COM
+$212.5K
2,284
+4%
减持
TSLA
TESLA INC COM
-$209.6K
2,818
-1%
清仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$208.5K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$206.6K
1,280
+1%
建仓
DVY
ISHARES SELECT DIVIDEND ETF
+$204.0K
1,351
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$200.3K
1,354
增持
JNJ
JOHNSON & JOHNSON COM
+$179.7K
4,417
+2%
减持
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
-$159.4K
1,728
-40%
增持
GOOG
ALPHABET INC CAP STK CL C
-$158.0K
8,455
+0%
减持
MA
MASTERCARD INCORPORATED CL A
-$147.6K
1,036
-10%
减持
BX
BLACKSTONE INC COM
-$137.5K
1,937
-17%
增持
META
META PLATFORMS INC CL A
-$121.8K
1,547
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$115.2K
1,054
+57%
减持
PAYX
PAYCHEX INC COM
-$114.3K
2,623
-17%
增持
CVX
CHEVRON CORPORATION COM
+$104.7K
1,739
+11%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$104.5K
761
+0%
减持
JPM
JPMORGAN CHASE & CO COM
-$104.5K
3,634
-1%
增持
AAPL
APPLE INC COM
-$100.9K
16,649
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$98.9K
1,831
-0%
增持
AVGO
BROADCOM INC COM
-$93.0K
3,212
+1%
减持
LLY
ELI LILLY & CO COM
-$91.0K
746
-0%
增持
ORCL
ORACLE CORP COM
-$88.9K
1,946
+2%
减持
BAC
BANK AMERICA CORP COM
-$76.9K
12,311
-1%
增持
INTC
INTEL CORP COM
+$76.0K
6,673
+1%
减持
NSC
NORFOLK SOUTHN CORP COM
-$75.0K
971
-21%
减持
GEV
GE VERNOVA INC COM
+$74.5K
311
-0%
增持
V
VISA INC COM CL A
-$65.7K
1,287
+0%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$63.4K
265,576
+0%
增持
WMT
WALMART INC COM
+$61.7K
4,421
+1%
减持
USB
US BANCORP COM NEW
-$61.1K
4,426
-20%
增持
IDXX
IDEXX LABS INC COM
-$60.1K
549
+0%
减持
CSCO
CISCO SYS INC COM
-$50.8K
9,724
-7%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$50.5K
1,890
+3%
增持
MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
+$50.5K
1,293
+4%
减持
WFC
WELLS FARGO & CO COM
-$50.1K
3,384
-2%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$47.6K
15,853
-5%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$46.2K
5,753
+2%
增持
DFAX
DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF
+$40.6K
23,244
+0%
增持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-$37.9K
5,540
+0%
减持
SO
SOUTHERN CO COM
+$37.3K
4,443
-2%
增持
RTX
RTX CORPORATION COM
+$36.3K
2,554
+2%
增持
AMGN
AMGEN INC COM
+$34.2K
1,125
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$33.9K
7,744
-0%
减持
TMP
TOMPKINS FINL CORP COM
-$32.4K
11,630
-11%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$30.7K
1,610
-1%
增持
BA
BOEING CO COM
-$28.8K
2,965
+0%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$26.8K
1,954
+0%
减持
—
EATON CORP PLC SHS
-$25.2K
1,308
-17%
减持
MCD
MCDONALDS CORP COM
-$24.6K
1,768
-5%
增持
IVV
ISHARES CORE S&P 500 ETF
+$24.0K
349
+16%
减持
MRK
MERCK & CO INC COM
-$21.3K
2,751
-18%
减持
HD
HOME DEPOT INC COM
-$20.9K
1,053
-1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$20.9K
819
+1%
减持
KO
COCA COLA CO COM
+$19.3K
8,069
-5%
增持
PG
PROCTER & GAMBLE CO COM
+$17.4K
2,446
+5%
增持
ABBV
ABBVIE INC COM
-$16.7K
1,378
+1%
减持
LNT
ALLIANT ENERGY CORP COM
+$15.0K
3,302
-4%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$12.8K
5,871
+0%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
-$12.2K
32,906
+0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$10.8K
3,232
+0%
减持
PEP
PEPSICO INC COM
+$10.7K
1,587
-3%
增持
GS
GOLDMAN SACHS GROUP INC COM
-$10.3K
677
+0%
减持
WM
WASTE MGMT INC DEL COM
-$9.9K
963
-9%
增持
MS
MORGAN STANLEY COM NEW
-$9.0K
1,749
+4%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$8.9K
3,941
+0%
增持
GE
GE AEROSPACE COM NEW
-$8.8K
875
+2%
增持
BBY
BEST BUY INC COM
-$8.3K
4,803
+1%
增持
PKG
PACKAGING CORP AMER COM
+$6.6K
1,264
+0%
减持
NFLX
NETFLIX INC COM
+$5.4K
3,698
-0%
增持
SPY
STATE STREET SPDR S&P 500 ETF
-$4.7K
1,917
+4%
减持
AGG
ISHARES CORE U S AGGREGATE BOND ETF
-$4.0K
2,977
-0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$3.9K
2,493
+1%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$3.9K
61,807
+0%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$2.2K
12,199
+1%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$557
5,908
+1%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
-$158
6,463
+1%
