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Rialto Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Rialto Wealth Management, LLC
报告期 2026-03-31 · CIK 0002054966
持仓数
1,730
前50大市值合计
$359.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 67
减持 71
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
VBIL
VANGUARD INSTL INDEX FD
+$8.5M
112,737
增持
SPTM
SPDR SER TR
+$4.1M
328,368
+29%
增持
IEFA
ISHARES TR
+$3.2M
188,697
+19%
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
BIL
SPDR SER TR
-$2.8M
26,697
-54%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.3M
53,419
+68%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.2M
55,730
+260%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.0M
80,355
+14%
减持
VOO
VANGUARD INDEX FDS
-$1.0M
38,929
-0%
增持
USRT
ISHARES TR
+$907.8K
75,508
+26%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$848.4K
153,762
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$819.6K
272,276
+0%
增持
AVMV
AMERICAN CENTY ETF TR
+$766.8K
16,526
+334%
增持
NVDA
NVIDIA CORPORATION
-$553.6K
23,425
+2%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$544.7K
35,882
-1%
减持
IVV
ISHARES TR
-$524.5K
14,068
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$515.9K
10,788
+145%
增持
DFEM
DIMENSIONAL ETF TRUST
+$491.9K
55,015
+50%
减持
QQQ
INVESCO QQQ TR
-$465.0K
2,086
-26%
减持
VB
VANGUARD INDEX FDS
-$461.0K
24,838
-0%
增持
MSFT
MICROSOFT CORP
-$421.5K
10,598
+2%
建仓
BINC
BLACKROCK ETF TRUST II
+$404.0K
7,712
增持
AAPL
APPLE INC
-$382.0K
15,601
+2%
增持
MUB
ISHARES TR
+$360.2K
5,719
+151%
增持
AGG
ISHARES TR
+$353.1K
21,416
+18%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$337.5K
52,901
+14%
增持
BND
VANGUARD BD INDEX FDS
+$320.8K
175,227
+0%
减持
VBR
VANGUARD INDEX FDS
-$303.0K
19,268
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$288.5K
263,529
-1%
减持
DFIC
DIMENSIONAL ETF TRUST
+$275.5K
162,617
-1%
增持
IBHF
ISHARES TR
+$254.8K
59,820
+22%
减持
SCHM
SCHWAB STRATEGIC TR
-$252.8K
35,634
-17%
减持
SCHB
SCHWAB STRATEGIC TR
-$247.7K
123,392
-4%
增持
EFA
ISHARES TR
+$245.8K
25,760
+5%
减持
VTI
VANGUARD INDEX FDS
-$233.0K
10,131
-3%
减持
SLYV
SPDR SER TR
-$229.4K
25,755
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$229.0K
894
-52%
增持
DFAI
DIMENSIONAL ETF TRUST
+$227.1K
16,508
+67%
增持
IEMG
ISHARES INC
+$214.9K
36,401
+9%
减持
MDYV
SPDR SER TR
-$191.8K
34,041
-3%
减持
VO
VANGUARD INDEX FDS
-$175.3K
21,603
-1%
减持
IWV
ISHARES TR
-$158.9K
6,787
-2%
减持
IWS
ISHARES TR
-$155.1K
1,340
-46%
减持
HIW
HIGHWOODS PPTYS INC
-$153.5K
57,317
-5%
增持
IJH
ISHARES TR
-$153.3K
42,659
+1%
增持
AMGN
AMGEN INC
+$152.5K
2,959
+0%
减持
—
ISHARES TR
-$151.6K
15,243
-30%
减持
SPYG
SPDR SER TR
-$147.5K
18,957
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$147.3K
6,222
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$142.6K
14,912
+40%
增持
AVDE
AMERICAN CENTY ETF TR
+$142.3K
19,336
+4%
减持
FLRN
SPDR SER TR
-$139.2K
2,955
-61%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$137.4K
50,972
-6%
减持
SPIB
SPDR SER TR
-$132.5K
20,620
-17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$129.4K
1,272
+5%
减持
MCD
MCDONALDS CORP
-$127.5K
672
-42%
增持
DFIS
DIMENSIONAL ETF TRUST
+$123.2K
20,471
+24%
增持
SPHY
SPDR SER TR
+$122.0K
59,956
+10%
减持
DFAE
DIMENSIONAL ETF TRUST
-$120.5K
1,334
-78%
增持
RTX
RTX CORPORATION
+$120.5K
7,125
+0%
减持
IVOG
VANGUARD ADMIRAL FDS INC
-$113.7K
3,838
-15%
减持
BLV
VANGUARD BD INDEX FDS
-$110.4K
3,651
-32%
减持
SCHC
SCHWAB STRATEGIC TR
+$106.1K
193,275
-3%
减持
SCHX
SCHWAB STRATEGIC TR
-$105.0K
90,599
-0%
增持
SCHO
SCHWAB STRATEGIC TR
+$89.2K
109,538
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$88.9K
32,324
+14%
减持
GOOG
ALPHABET INC
-$84.8K
530
-40%
减持
SCZ
ISHARES TR
+$82.3K
35,013
-1%
减持
EFV
ISHARES TR
+$80.3K
12,663
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$79.3K
120
-57%
减持
IWM
ISHARES TR
-$77.3K
3,375
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$76.5K
56,772
-0%
减持
SHOP
SHOPIFY INC
-$73.9K
6,540
-0%
减持
IWN
ISHARES TR
-$72.3K
3,698
-4%
减持
PEP
PEPSICO INC
-$67.5K
2,374
-15%
减持
VTEB
VANGUARD MUN BD FDS
-$67.1K
35,391
-3%
减持
PFF
ISHARES TR
-$67.1K
13,876
-12%
减持
HSY
HERSHEY CO
-$66.2K
905
-31%
减持
DFSV
DIMENSIONAL ETF TRUST
-$63.8K
7,729
-15%
减持
VGT
VANGUARD WORLD FD
-$63.7K
137
-38%
减持
IWO
ISHARES TR
-$63.7K
1,723
-2%
减持
DFAT
DIMENSIONAL ETF TRUST
-$63.4K
6,004
-10%
减持
VOE
VANGUARD INDEX FDS
-$59.1K
3,315
-9%
增持
SYK
STRYKER CORPORATION
+$58.3K
3,393
+1%
减持
OKE
ONEOK INC NEW
-$57.0K
18
-97%
增持
GOVT
ISHARES TR
+$56.5K
26,145
+10%
减持
HYG
ISHARES TR
-$55.8K
18,941
-4%
增持
CRM
SALESFORCE INC
-$54.7K
889
+1%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$52.8K
44,747
-0%
增持
AVEM
AMERICAN CENTY ETF TR
+$51.3K
12,054
+5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$49.8K
1,473
+0%
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$49.6K
2,212
增持
JNJ
JOHNSON & JOHNSON
+$49.5K
2,226
+1%
增持
MRK
MERCK & CO INC
-$49.5K
5,370
+1%
增持
GOOGL
ALPHABET INC
-$48.5K
2,127
+7%
增持
V
VISA INC
+$46.8K
891
+6%
减持
CVX
CHEVRON CORP NEW
-$46.5K
2,366
-23%
增持
SCHA
SCHWAB STRATEGIC TR
-$43.9K
18,306
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$43.9K
3,364
-18%
增持
OTIS
OTIS WORLDWIDE CORP
+$42.6K
3,903
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$42.1K
50,407
-1%
增持
T
AT&T INC
+$42.0K
4,258
+24%
减持
SHYL
DBX ETF TR
-$38.8K
24,624
-3%
减持
VTWV
VANGUARD SCOTTSDALE FDS
-$38.5K
3,029
-1%
增持
ABBV
ABBVIE INC
+$38.1K
1,104
+2%
增持
—
EXXON MOBIL CORP
+$37.2K
2,994
+1%
减持
FHLC
FIDELITY COVINGTON TRUST
-$36.7K
3,042
-19%
清仓
SDY
SPDR SER TR
-$34.1K
0
-100%
增持
FISV
FISERV INC
+$30.9K
605
+21%
增持
CARR
CARRIER GLOBAL CORPORATION
-$30.2K
9,827
+3%
减持
JNK
SPDR SER TR
-$29.0K
16,440
-2%
增持
MBB
ISHARES TR
+$28.4K
1,756
+18%
减持
VDE
VANGUARD WORLD FD
-$27.3K
630
-30%
增持
XLF
SELECT SECTOR SPDR TR
+$27.1K
2,387
+26%
清仓
TTD
THE TRADE DESK INC
-$26.2K
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$25.5K
1,503
+0%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$24.1K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$23.7K
2,666
-26%
建仓
BKNG
BOOKING HOLDINGS INC
+$23.0K
5
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$22.3K
503
+1%
增持
TJX
TJX COS INC NEW
+$22.0K
348
+106%
增持
DIS
DISNEY WALT CO
-$21.8K
2,758
+4%
增持
GILD
GILEAD SCIENCES INC
+$21.6K
1,017
+2%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$21.5K
402
-6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$21.2K
1,028
-2%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$21.2K
8,980
+12%
增持
AMT
AMERICAN TOWER CORP NEW
+$21.1K
569
+2%
减持
VNQ
VANGUARD INDEX FDS
+$21.1K
28,282
-1%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$21.1K
61
减持
DFUV
DIMENSIONAL ETF TRUST
-$20.8K
40,487
-2%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$20.7K
1,799
-2%
减持
ITOT
ISHARES TR
-$20.4K
2,120
-2%
减持
SCHZ
SCHWAB STRATEGIC TR
+$19.9K
149,041
-1%
增持
HUBB
HUBBELL INC
-$19.2K
232
+1%
建仓
—
ASTRAZENECA PLC
+$18.4K
250
减持
TEX
TEREX CORP NEW
-$17.6K
159
-69%
增持
LLY
ELI LILLY & CO
+$17.5K
167
+7%
减持
GE
GE AEROSPACE
+$17.3K
818
-7%
增持
GD
GENERAL DYNAMICS CORP
+$17.2K
91
+214%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$17.2K
11,278
+2%
减持
IWP
ISHARES TR
-$16.4K
1,185
-4%
增持
PAYX
PAYCHEX INC
+$16.4K
1,047
+1%
增持
AMZN
AMAZON COM INC
-$16.4K
1,654
+10%
增持
SYY
SYSCO CORP
+$16.1K
332
+189%
建仓
CI
THE CIGNA GROUP
+$15.5K
47
减持
SPDW
SPDR INDEX SHS FDS
-$15.4K
4,869
-14%
减持
ORCL
ORACLE CORP
-$15.2K
375
-8%
建仓
EMXC
ISHARES INC
+$15.2K
275
建仓
SPGI
S&P GLOBAL INC
+$14.7K
29
增持
TSLA
TESLA INC
-$14.6K
157
+15%
增持
VTIP
VANGUARD MALVERN FDS
+$14.2K
1,439
+21%
