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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 84
减持 50
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$6.7M
387,799
+57%
增持
SPTM
SPDR SERIES TRUST
+$4.2M
409,387
+12%
减持
BND
VANGUARD BD INDEX FDS
-$2.5M
13,121
-72%
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
VCSH
VANGUARD SCOTTSDALE FDS
+$2.5M
268,609
+13%
增持
IEFA
ISHARES TR
+$2.0M
236,113
+8%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.8M
299,511
+11%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.7M
115,414
+12%
清仓
IBHF
ISHARES TR
-$1.6M
0
-100%
增持
VSDM
VANGUARD MUN BD FDS
+$1.3M
30,199
+141%
建仓
IBHH
ISHARES TR
+$1.2M
51,342
增持
AAPL
APPLE INC
+$1.0M
17,993
+19%
增持
VGMS
VANGUARD MALVERN FDS
+$957.6K
51,925
+56%
增持
VOO
VANGUARD INDEX FDS
+$927.9K
37,292
+2%
增持
AVMV
AMERICAN CENTY ETF TR
+$862.2K
72,996
+16%
建仓
MESO
MESOBLAST LTD
+$838.9K
46,500
增持
SCHF
SCHWAB STRATEGIC TR
+$748.8K
268,993
+10%
增持
DFAC
DIMENSIONAL ETF TRUST
+$740.5K
51,862
+52%
增持
SPHY
SPDR SERIES TRUST
+$714.2K
159,432
+25%
增持
AVUV
AMERICAN CENTY ETF TR
+$704.1K
51,628
+13%
增持
IBHG
ISHARES TR
+$702.0K
55,006
+135%
减持
VBIL
VANGUARD INSTL INDEX FD
-$663.3K
181,800
-4%
增持
—
EATON CORP PLC
+$634.4K
2,021
+7984%
减持
SCHO
SCHWAB STRATEGIC TR
-$620.3K
52,168
-33%
增持
IVV
ISHARES TR
+$550.0K
15,182
+3%
增持
DFIC
DIMENSIONAL ETF TRUST
+$530.6K
172,033
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$528.1K
275,907
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$525.8K
103,550
+8%
增持
MUNY
VANGUARD NY TAX FREE FDS
+$515.3K
7,140
+231%
减持
VTEB
VANGUARD MUN BD FDS
-$500.9K
31,863
-24%
增持
AVEM
AMERICAN CENTY ETF TR
+$483.7K
26,774
+27%
减持
BIL
SPDR SERIES TRUST
-$444.2K
5,115
-49%
增持
GE
GE AEROSPACE
+$407.9K
2,130
+158%
增持
USRT
ISHARES TR
+$391.7K
98,521
+11%
增持
SHYM
BLACKROCK ETF TRUST II
+$373.5K
34,616
+95%
增持
IWM
ISHARES TR
+$359.7K
4,696
+43%
增持
MSFT
MICROSOFT CORP
-$343.2K
10,740
+0%
增持
VXUS
VANGUARD STAR FDS
+$340.2K
4,788
+1574%
减持
SUB
ISHARES TR
-$298.2K
2,335
-54%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$287.6K
56,281
-5%
减持
HIW
HIGHWOODS PPTYS INC
-$286.0K
47,377
-0%
增持
VBR
VANGUARD INDEX FDS
+$272.6K
17,497
+6%
增持
IEMG
ISHARES INC
+$260.6K
40,768
+8%
增持
LRCX
LAM RESEARCH CORP
+$260.2K
1,563
+2742%
减持
AGG
ISHARES TR
-$258.7K
3,681
-41%
增持
IGSB
ISHARES TR
+$257.6K
10,664
+85%
增持
SCHZ
SCHWAB STRATEGIC TR
+$257.6K
59,604
+23%
建仓
NYM
AB ACTIVE ETFS INC
+$248.8K
9,949
增持
AMGN
AMGEN INC
+$245.1K
3,307
+11%
减持
HYS
PIMCO ETF TR
-$215.8K
1,595
-58%
减持
IWV
ISHARES TR
-$214.3K
5,871
-10%
增持
GEV
GE VERNOVA INC
+$211.3K
519
+150%
增持
VTV
VANGUARD INDEX FDS
+$208.9K
2,655
+66%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$205.7K
8,540
-32%
增持
RXO
RXO INC
+$205.0K
49,542
+81%
减持
CVX
CHEVRON CORP NEW
-$196.7K
625
-67%
增持
AFL
AFLAC INC
+$196.1K
2,119
+531%
减持
VTI
VANGUARD INDEX FDS
-$186.8K
9,097
-8%
增持
BSV
VANGUARD BD INDEX FDS
+$182.1K
4,903
+89%
减持
HYG
ISHARES TR
-$179.4K
12,044
-15%
增持
LLY
ELI LILLY & CO
+$177.2K
277
+75%
增持
AVDE
AMERICAN CENTY ETF TR
+$162.3K
19,984
+6%
增持
GOOGL
ALPHABET INC
+$156.8K
2,230
+0%
减持
CORP
PIMCO ETF TR
-$156.4K
2,648
-37%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$147.0K
32,228
-1%
增持
JNJ
JOHNSON & JOHNSON
+$143.2K
2,870
+18%
减持
SCHC
SCHWAB STRATEGIC TR
-$142.6K
161,616
-2%
减持
GOVT
ISHARES TR
-$135.2K
3,775
-61%
增持
MU
MICRON TECHNOLOGY INC
+$131.3K
1,061
+4%
增持
SCHH
SCHWAB STRATEGIC TR
+$130.4K
18,819
+54%
增持
SCHX
SCHWAB STRATEGIC TR
+$129.4K
93,031
+3%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$123.1K
23,070
-7%
减持
VO
VANGUARD INDEX FDS
-$122.3K
20,382
-1%
增持
SCHE
SCHWAB STRATEGIC TR
+$119.4K
48,079
+10%
增持
DFEM
DIMENSIONAL ETF TRUST
+$119.0K
62,739
+3%
减持
FLOT
ISHARES TR
-$117.4K
304
-88%
增持
RTX
RTX CORPORATION
+$115.6K
7,149
+0%
增持
MRK
MERCK & CO INC
+$114.0K
5,178
+1%
减持
FNCL
FIDELITY COVINGTON TRUST
-$111.3K
1,885
-44%
增持
GOOG
ALPHABET INC
+$106.6K
803
+35%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$106.0K
0
-100%
增持
EFA
ISHARES TR
+$105.5K
28,661
+1%
减持
BILZ
PIMCO ETF TR
-$104.1K
1,757
-37%
增持
ABT
ABBOTT LABS
+$102.6K
1,065
+363%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$101.5K
40,378
-0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$100.4K
2,104
+7992%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$100.3K
1,000
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$99.9K
0
-100%
增持
DFAE
DIMENSIONAL ETF TRUST
+$97.0K
4,270
+220%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$96.4K
1,350
减持
—
EXXON MOBIL CORP
-$94.7K
2,050
-32%
增持
CLH
CLEAN HARBORS INC
+$93.8K
404
+10000%
增持
SCHA
SCHWAB STRATEGIC TR
+$93.1K
21,216
+16%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$92.3K
3,851
-29%
增持
SCHB
SCHWAB STRATEGIC TR
+$86.9K
120,750
+1%
减持
SYK
STRYKER CORPORATION
-$86.5K
3,290
-2%
建仓
IJK
ISHARES TR
+$85.3K
880
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$78.0K
0
-100%
增持
DFUV
DIMENSIONAL ETF TRUST
+$77.0K
40,422
+0%
增持
RKLB
ROCKET LAB CORP
+$76.4K
1,125
+2457%
增持
LOW
LOWES COS INC
+$70.2K
559
+118%
增持
GSAT
GLOBALSTAR INC
+$68.7K
1,246
+520%
减持
VB
VANGUARD INDEX FDS
+$65.9K
23,983
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$64.9K
1,143
+19%
减持
LNG
CHENIERE ENERGY INC
-$63.8K
1,508
-1%
清仓
SHY
ISHARES TR
-$62.2K
0
-100%
增持
CARR
CARRIER GLOBAL CORPORATION
-$62.1K
9,833
+1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$60.3K
9,145
-0%
增持
TSLA
TESLA INC
+$58.8K
286
+82%
减持
SPY
SPDR S&P 500 ETF TR
-$56.3K
7,769
-3%
减持
BAC
BANK AMERICA CORP
-$55.9K
745
-60%
减持
TIP
ISHARES TR
-$54.9K
764
-39%
减持
AMD
ADVANCED MICRO DEVICES INC
+$54.7K
1,060
-0%
增持
BNY
BANK NEW YORK MELLON CORP
+$53.3K
2,260
+18%
减持
IUSB
ISHARES TR
-$51.8K
2,512
-30%
减持
VPU
VANGUARD WORLD FD
-$50.8K
1,216
-16%
增持
NFLX
NETFLIX INC
+$49.4K
1,550
+1838%
增持
META
META PLATFORMS INC
+$49.3K
1,244
+18%
建仓
DEO
DIAGEO PLC
+$48.7K
565
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$47.6K
710
-25%
减持
SCHI
SCHWAB STRATEGIC TR
-$47.3K
2,536
-45%
减持
SHYG
ISHARES TR
-$45.5K
2,002
-34%
减持
IVOG
VANGUARD ADMIRAL FDS INC
-$45.4K
2,350
-14%
减持
COO
COOPER COS INC
-$44.1K
832
-49%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$42.2K
172
+2357%
增持
TER
TERADYNE INC
+$41.5K
737
+0%
减持
TRMB
TRIMBLE INC
-$40.6K
30
-94%
增持
DG
DOLLAR GEN CORP NEW
+$39.4K
348
+427%
增持
MRSH
MARSH & MCLENNAN COS INC
+$39.2K
223
+1927%
减持
SLYV
SPDR SERIES TRUST
-$38.9K
5,470
-10%
减持
VUG
VANGUARD INDEX FDS
-$37.5K
1,619
-6%
清仓
—
KELLANOVA
-$37.0K
0
-100%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$36.5K
424
+3755%
增持
DIS
DISNEY WALT CO
+$36.2K
3,177
+12%
增持
EQT
EQT CORP
+$35.7K
694
+2470%
增持
NVDA
NVIDIA CORPORATION
+$35.7K
23,085
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$35.2K
294
+60%
减持
SHYL
DBX ETF TR
-$35.0K
24,104
-2%
建仓
SLV
ISHARES SILVER TR
+$33.0K
512
增持
UNH
UNITEDHEALTH GROUP INC
+$32.8K
180
+134%
增持
OMC
OMNICOM GROUP INC
+$32.4K
422
+1910%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$32.3K
702
减持
SPIB
SPDR SERIES TRUST
-$32.3K
47,022
-2%
增持
MPC
MARATHON PETE CORP
+$32.0K
230
+721%
增持
EEM
ISHARES TR
+$31.7K
1,751
+46%
建仓
FELC
FIDELITY COVINGTON TRUST
+$31.7K
830
增持
SCHV
SCHWAB STRATEGIC TR
+$31.3K
8,950
+11%
减持
BLV
VANGUARD BD INDEX FDS
-$30.3K
111
-79%
增持
ORCL
ORACLE CORP
-$29.6K
473
+9%
增持
AMAT
APPLIED MATLS INC
+$29.4K
551
+1%
减持
BINC
BLACKROCK ETF TRUST II
-$29.1K
17,778
-2%
