Sunrise Financial Services, LLC

报告期 2026-03-31 · CIK 0002110891

持仓数

622

前50大市值合计

$129.5M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 34增持 38减持 68清仓 10

方向

标的

Δ市值

现股数(环比)

增持

XMMO INVESCO EXCHANGE TRADED FD T

+$6.5M

44,821 +117850%

减持

RWJ INVESCO EXCH TRADED FD TR II

-$5.8M

12,230 -91%

增持

BKIE BNY MELLON ETF TRUST

+$5.6M

60,099 +93805%

增持

DYNF BLACKROCK ETF TRUST

+$5.5M

94,504 +15292%

减持

TBIL RBB FD INC

-$5.1M

9,926 -91%

减持

FLQM FRANKLIN TEMPLETON ETF TR

-$5.0M

10,118 -90%

增持

HGER HARBOR ETF TRUST

+$4.9M

311,446 +64%

减持

QQQM INVESCO EXCH TRADED FD TR II

-$4.7M

49,053 -24%

增持

PRFZ INVESCO EXCHANGE TRADED FD T

+$4.5M

99,279 +115341%

建仓

JPLD J P MORGAN EXCHANGE TRADED F

+$4.5M

85,734

减持

OSEA HARBOR ETF TRUST

-$4.0M

36,585 -78%

建仓

OBIL RBB FD INC

+$3.7M

74,504

减持

VTI VANGUARD INDEX FDS

-$3.7M

4,353 -72%

建仓

ALAI THE ALGER ETF TRUST

+$3.7M

111,650

减持

PSH PGIM ETF TR

-$3.6M

73,506 -49%

清仓

— INVESCO ACTIVELY MANAGED EXC

-$3.1M

0 -100%

建仓

RAAX VANECK ETF TRUST

+$3.0M

74,455

增持

BRLN BLACKROCK ETF TRUST II

+$2.3M

48,082 +2091%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$1.6M

440,383 +12%

减持

XLK SELECT SECTOR SPDR TR

-$1.6M

35,409 -19%

减持

MSFT MICROSOFT CORP

-$905.7K

5,144 -11%

增持

LVHI LEGG MASON ETF INVT

+$624.3K

117,648 +5%

减持

NULG NUSHARES ETF TR

-$526.5K

503 -91%

建仓

VEGN ETF SER SOLUTIONS

+$522.5K

9,249

建仓

FEOE RBB FUND TRUST

+$514.7K

10,201

减持

ACWV ISHARES INC

-$376.1K

1,978 -62%

减持

EAGG ISHARES TR

-$353.7K

6,764 -52%

减持

WOMN TIDAL TRUST III

-$285.3K

7,272 -47%

建仓

TDIV FIRST TR EXCHANGE TRADED FD

+$276.0K

2,947

建仓

BBCA J P MORGAN EXCHANGE TRADED F

+$252.1K

2,680

建仓

CGDG CAPITAL GROUP DIVIDEND GROWE

+$243.2K

6,773

增持

OUSM ALPS ETF TR

+$237.5K

6,251 +661%

减持

CVIE MORGAN STANLEY ETF TRUST

-$235.7K

396 -89%

减持

AMZN AMAZON COM INC

-$235.6K

4,357 -12%

减持

VGT VANGUARD WORLD FD

-$225.7K

1,686 -9%

减持

DSI ISHARES TR

-$225.2K

118 -94%

减持

NULV NUSHARES ETF TR

-$219.0K

703 -87%

建仓

CSNR COHEN & STEERS ETF TRUST

+$170.2K

4,528

增持

JPIB J P MORGAN EXCHANGE TRADED F

+$169.2K

45,241 +10%

减持

NVDA NVIDIA CORPORATION

-$162.8K

9,803 -2%

减持

ESML ISHARES TR

-$151.0K

342 -91%

建仓

VO VANGUARD INDEX FDS

+$149.9K

522

减持

NUMG NUSHARES ETF TR

-$143.9K

306 -91%

建仓

HYXF ISHARES TR

+$133.7K

2,888

增持

IWY ISHARES TR

-$130.8K

31,399 +9%

建仓

IUSG ISHARES TR

+$126.3K

814

减持

VOO VANGUARD INDEX FDS

-$119.0K

439 -28%

建仓

VUG VANGUARD INDEX FDS

+$109.6K

251

增持

CVSB MORGAN STANLEY ETF TRUST

+$108.0K

10,570 +26%

减持

SPHY SPDR SERIES TRUST

-$99.0K

5,199 -44%

建仓

IEFA ISHARES TR

+$97.8K

1,080

建仓

JIRE J P MORGAN EXCHANGE TRADED F

+$86.6K

1,144

建仓

SPEM SPDR INDEX SHS FDS

+$75.5K

1,609

建仓

SPAB SPDR SERIES TRUST

+$75.3K

2,941

增持

IJR ISHARES TR

+$69.6K

562 +28000%

减持

NVO NOVO-NORDISK A S

-$66.7K

1,209 -45%

建仓

GOVT ISHARES TR

+$65.8K

2,873

减持

QQQ INVESCO QQQ TR

-$59.5K

907 -4%

减持

AAPL APPLE INC

-$53.0K

1,682 -5%

减持

FRDM EA SERIES TRUST

+$52.8K

78,885 -5%

减持

META META PLATFORMS INC

-$51.7K

445 -4%

减持

LRCX LAM RESEARCH CORP

-$49.4K

450 -47%

增持

IGSB ISHARES TR

+$47.9K

935 +3965%

减持

CGSM CAPITAL GRP FIXED INCM ETF T

-$47.4K

35,561 -5%

减持

XLU SELECT SECTOR SPDR TR

-$47.3K

639 -64%

增持

CAT CATERPILLAR INC

+$45.1K

269 +6%

减持

GOOGL ALPHABET INC

-$43.8K

394 -22%

清仓

SPYD SPDR SERIES TRUST

-$43.3K

0 -100%

增持

THYF T ROWE PRICE ETF INC

-$42.6K

49,963 +1%

减持

ISRG INTUITIVE SURGICAL INC

-$42.6K

189 -17%

清仓

— ZIM INTEGRATED SHIPPING SERV

-$42.5K

0 -100%

减持

CMDT PIMCO ETF TR

-$40.5K

1,717 -51%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$40.1K

640 -7%

建仓

PDN INVESCO EXCH TRADED FD TR II

+$34.9K

804

减持

QDPL PACER FDS TR

-$34.2K

1,059 -41%

建仓

EFAV ISHARES TR

+$33.2K

363

减持

VYM VANGUARD WHITEHALL FDS

-$30.2K

166 -57%

减持

LVHD LEGG MASON ETF INVT

-$29.9K

1,345 -38%

增持

QTEC FIRST TR EXCHANGE-TRADED FD

+$29.9K

1,053 +23%

建仓

EMLC VANECK ETF TRUST

+$29.8K

1,186

增持

JNJ JOHNSON & JOHNSON

+$29.0K

663 +3%

减持

F FORD MTR CO

-$28.0K

1,124 -64%

建仓

SCZ ISHARES TR

+$27.4K

350

建仓

REM ISHARES TR

+$25.9K

1,204

减持

SBUX STARBUCKS CORP

+$25.4K

5,444 -1%

减持

JEPQ J P MORGAN EXCHANGE TRADED F

-$25.3K

926 -30%

减持

EMB ISHARES TR

-$25.1K

1,146 -17%

增持

SCHV SCHWAB STRATEGIC TR

+$24.9K

7,639 +9%

建仓

CPNM CALAMOS ETF TR

+$24.8K

952

减持

ESG FLEXSHARES TR

-$24.6K

91 -63%

减持

WMT WALMART INC

-$24.0K

588 -32%

减持

AJG GALLAGHER ARTHUR J & CO

-$23.6K

4 -96%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$23.4K

402 -1%

增持

MAIN MAIN STR CAP CORP

+$22.8K

1,152 +82%

减持

IJH ISHARES TR

-$22.3K

1,190 -23%

清仓

VXUS VANGUARD STAR FDS

-$22.2K

0 -100%

清仓

CRWD CROWDSTRIKE HLDGS INC

-$21.1K

0 -100%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$20.5K

935 +39%

建仓

AAA INVESTMENT MANAGERS SER TR I

+$19.9K

800

增持

CVX CHEVRON CORPORATION

+$18.7K

273 +10%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$18.2K

1,108 +43%

减持

VIOG VANGUARD ADMIRAL FDS INC

-$17.5K

1,888 -9%

减持

VOT VANGUARD INDEX FDS

-$16.9K

700 -1%

增持

MMCA NEW YORK LIFE INVTS ACTIVE E

+$16.0K

1,450 +107%

增持

DE DEERE & CO

+$15.7K

94 +18%

清仓

PSK SPDR SERIES TRUST

-$15.1K

0 -100%

减持

AMD ADVANCED MICRO DEVICES INC

-$15.0K

261 -18%

减持

TSM TAIWAN SEMICONDUCTOR MANUFAC

-$14.7K

24 -68%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$14.4K

2 -91%

减持

CGMU CAPITAL GRP FIXED INCM ETF T

-$13.7K

22,328 -1%

减持

WFC WELLS FARGO & CO

-$13.4K

559 -10%

增持

SPYI NEOS ETF TRUST

+$12.6K

2,938 +17%

减持

IUS INVESCO EXCH TRD SLF IDX FD

-$12.3K

5,159 -5%

增持

MU MICRON TECHNOLOGY INC

+$12.3K

212 +2%

减持

BAC BANK AMERICA CORP

-$12.2K

884 -12%

减持

XSVM INVESCO EXCHANGE TRADED FD T

+$12.2K

4,454 -1%

增持

VSS VANGUARD INTL EQUITY INDEX F

+$12.1K

242 +49%

增持

— EXXON MOBIL CORP

+$12.0K

144 +40%

减持

DVYE ISHARES INC

-$11.6K

808 -36%

增持

MRK MERCK & CO INC

+$11.4K

498 +8%

减持

DFAR DIMENSIONAL ETF TRUST

-$11.2K

30 -94%

建仓

DIVI FRANKLIN TEMPLETON ETF TR

+$10.7K

270

清仓

TEX TEREX CORP NEW

-$10.7K

0 -100%

减持

HYLB DBX ETF TR

-$10.7K

90 -76%

增持

SIVR ABRDN SILVER ETF TRUST

+$10.2K

611 +23%

建仓

FPAS INVESTMENT MANAGERS SER TR I

+$10.0K

400

增持

RTX RTX CORPORATION

+$9.9K

81 +161%

增持

HYD VANECK ETF TRUST

+$9.8K

6,773 +5%

建仓

SELV SEI EXCHANGE TRADED FUNDS

+$9.7K

300

建仓

SCHY SCHWAB STRATEGIC TR

+$9.5K

300

减持

REET ISHARES TR

-$9.1K

787 -32%

建仓

WAT WATERS CORP

+$8.9K

减持

VEA VANGUARD TAX-MANAGED FDS

-$8.9K

704 -19%

减持

IJT ISHARES TR

-$8.3K

561 -12%

增持

MCD MCDONALDS CORP

+$7.5K

207 +11%

清仓

DBRG DIGITALBRIDGE GROUP INC

-$7.4K

0 -100%

减持

HEQT SIMPLIFY EXCHANGE TRADED FUN

-$7.3K

1,745 -10%

建仓

RSG REPUBLIC SVCS INC

+$7.2K

清仓

IXUS ISHARES TR

-$7.2K

0 -100%

建仓

NEM NEWMONT CORP

+$6.8K

增持

NEE NEXTERA ENERGY INC

+$6.7K

205 +33%

增持

TXN TEXAS INSTRS INC

+$6.7K

70 +75%

减持

PYPL PAYPAL HLDGS INC

-$6.0K

157 -30%

减持

WM WASTE MGMT INC DEL

-$6.0K

107 -23%

增持

SCHW SCHWAB CHARLES CORP

+$5.9K

267 +39%

减持

HYGW ISHARES TR

-$5.9K

4,936 -3%

增持

BDX BECTON DICKINSON & CO

-$5.6K

235 +7%

建仓

SCHO SCHWAB STRATEGIC TR

+$5.5K

228

减持

BKMC BNY MELLON ETF TRUST

+$5.5K

5,009 -0%

清仓

RITM RITHM CAPITAL CORP

-$5.5K

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。