13F 机构持仓

Vise Technologies, Inc.

NEW YORK NY · SEC CIK 0001812090

2026Q22026Q1 更早 9 个季度 🔒
$88.29亿2026Q2 申报市值
1,774持仓数
21.9%前十大占比 · 第一大 4.5%
525 / 198新建仓 / 清仓
申报市值走势$88.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 4.5%
NVDA 2.5%
DFAI 2.1%
DIMENSIONAL ET 2.1%
DFLV 2.1%
DFSD 1.9%
SGOV 1.8%
DFCF 1.8%
MSFT 1.6%
GOOGL 1.6%

2026Q2 买入最多 按季末市值估算

SGOV 加仓+$1.46亿
DIMENSIONAL ETF 加仓+$8,068.97万
DFLV 加仓+$7,959.58万
IVV 加仓+$6,803.95万
SPYM 加仓+$6,239.71万

2026Q2 卖出最多 按季末市值估算

AAPL 清仓-$1.40亿
AMZN 清仓-$7,030.12万
BRK/B 清仓-$3,331.25万
QQQ 清仓-$1,464.14万
AXP 清仓-$1,219.03万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SCHM SCHWAB STRATEGIC TR $349.92万0.04%94,907 1,7121.8% $6.31万 加仓
DSI ISHARES TR $350.50万0.04%24,616 22,222928.2% $316.42万 加仓
SAN BANCO SANTANDER SA $350.78万0.04%254,188 75,96242.6% $104.83万 加仓
XLC SELECT SECTOR SPDR TR $354.28万0.04%33,070 18,155121.7% $194.49万 加仓
ACN ACCENTURE PLC IRELAND $354.30万0.04%28,472 10,43157.8% $129.80万 加仓
FLIA FRANKLIN TEMPLETON ETF TR $354.34万0.04%172,935 85,89098.7% $175.99万 加仓
CDNS CADENCE DESIGN SYSTEM INC $356.66万0.04%9,503 3,30353.3% $123.96万 加仓
MFG MIZUHO FINANCIAL GROUP INC $357.29万0.04%372,957 69,41922.9% $66.50万 加仓
ROST ROSS STORES INC $357.40万0.04%16,791 7,09973.2% $151.10万 加仓
HEDG SERIES PORTFOLIOS TR $358.15万0.04%119,385 25,56127.2% $76.68万 加仓
FFIV F5 INC $359.04万0.04%8,632 7299.2% $30.32万 加仓
MKSI MKS INC. $365.24万0.04%8,211 2,90454.7% $129.17万 加仓
CM CANADIAN IMPERIAL BANK OF CO $366.17万0.04%31,841 1,3394.4% $15.40万 加仓
SOXX ISHARES TR $366.80万0.04%5,724 1,24027.7% $79.46万 加仓
EME EMCOR GROUP INC $367.52万0.04%4,429 1,95679.1% $162.31万 加仓
CMCSA COMCAST CORP NEW $367.93万0.04%149,868 33,11928.4% $81.31万 加仓
SHOP SHOPIFY INC $369.95万0.04%32,401 -2,043-5.9% -$23.33万 减仓
SUB ISHARES TR $369.95万0.04%34,747 14,43371.0% $153.67万 加仓
JPUS J P MORGAN EXCHANGE TRADED F $372.48万0.04%26,562 3,05313.0% $42.81万 加仓
SYK STRYKER CORPORATION $372.91万0.04%11,844 3,43740.9% $108.21万 加仓
DHI D R HORTON INC $375.18万0.04%23,034 8,10954.3% $132.08万 加仓
FPEI FIRST TR EXCH TRADED FD III $375.45万0.04%194,637 194,637— $375.45万 新建仓
DFNM DIMENSIONAL ETF TRUST $375.63万0.04%77,713 37,66294.0% $182.04万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $376.01万0.04%88,827 32,32257.2% $136.82万 加仓
SPGI S&P GLOBAL INC $378.45万0.04%9,293 1,36017.1% $55.38万 加仓
BOND PIMCO ETF TR $378.57万0.04%41,056 41,056— $378.57万 新建仓
IJS ISHARES TR $379.16万0.04%27,741 15,630129.1% $213.63万 加仓
CDC VICTORY PORTFOLIOS II $379.25万0.04%50,995 50,995— $379.25万 新建仓
COHR COHERENT CORP $381.33万0.04%9,667 6,826240.3% $269.27万 加仓
ITW ILLINOIS TOOL WKS INC $383.11万0.04%14,165 5,45862.7% $147.62万 加仓
DAL DELTA AIR LINES INC $383.44万0.04%40,940 19,97095.2% $187.04万 加仓
EQIX EQUINIX INC $384.25万0.04%3,686 1,63179.4% $170.02万 加仓
CTA SIMPLIFY EXCHANGE TRADED FUN $385.02万0.04%148,426 57,35163.0% $148.77万 加仓
EMBD GLOBAL X FDS $386.73万0.04%161,475 161,475— $386.73万 新建仓
MSI MOTOROLA SOLUTIONS INC $387.94万0.04%9,341 5,864168.7% $243.54万 加仓
INTU INTUIT $388.04万0.04%14,867 6,59379.7% $172.08万 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $388.37万0.04%86,075 24,93740.8% $112.52万 加仓
VRTX VERTEX PHARMACEUTICALS INC $391.50万0.04%7,882 2,62349.9% $130.28万 加仓
FDX FEDEX CORP $392.06万0.04%12,521 5,02567.0% $157.35万 加仓
— ELECTRONIC ARTS INC $396.31万0.04%19,328 8,45977.8% $173.45万 加仓
APP APPLOVIN CORP $396.97万0.04%7,705 1,75829.6% $90.57万 加仓
TROW PRICE T ROWE GROUP INC $398.82万0.05%35,079 32,6021,316.2% $370.65万 加仓
SHEL SHELL PLC $401.54万0.05%51,785 -1,460-2.7% -$11.32万 减仓
SBUX STARBUCKS CORP $408.40万0.05%39,964 13,05448.5% $133.40万 加仓
EMXC ISHARES INC $409.56万0.05%40,035 7,24422.1% $74.11万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $414.59万0.05%84,129 48,033133.1% $236.71万 加仓
NOW SERVICENOW INC $415.22万0.05%41,824 7,81723.0% $77.61万 加仓
VMBS VANGUARD SCOTTSDALE FDS $415.46万0.05%88,754 36,98971.5% $173.14万 加仓
DGRO ISHARES TR $416.14万0.05%54,907 4,2718.4% $32.37万 加仓
BBUS J P MORGAN EXCHANGE TRADED F $418.95万0.05%31,098 31,098— $418.95万 新建仓
FEOE RBB FUND TRUST $419.93万0.05%78,638 78,638— $419.93万 新建仓
SCCO SOUTHERN COPPER CORP $422.83万0.05%24,264 6,99640.5% $121.91万 加仓
SPDW SPDR INDEX SHS FDS $423.61万0.05%84,067 46,587124.3% $234.75万 加仓
EXPE EXPEDIA GROUP INC $425.80万0.05%16,641 1,99813.6% $51.12万 加仓
QVAL EA SERIES TRUST $427.27万0.05%77,055 71,0391,180.8% $393.91万 加仓
NRG NRG ENERGY INC $427.48万0.05%29,267 1,6856.1% $24.61万 加仓
EFA ISHARES TR $428.72万0.05%41,271 19,05085.7% $197.89万 加仓
HAS HASBRO INC $429.95万0.05%52,059 52,059— $429.95万 新建仓
MDT MEDTRONIC PLC $430.71万0.05%55,057 27,13497.2% $212.27万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $430.86万0.05%76,285 13,08620.7% $73.91万 加仓
IDEF BLACKROCK ETF TRUST $435.18万0.05%136,936 136,936— $435.18万 新建仓
COF CAPITAL ONE FINL CORP $435.79万0.05%21,722 4,72027.8% $94.69万 加仓
EXC EXELON CORP $436.08万0.05%93,540 46,28597.9% $215.78万 加仓
DFGP DIMENSIONAL ETF TRUST $436.88万0.05%80,221 74,7421,364.2% $407.04万 加仓
SCZ ISHARES TR $442.13万0.05%53,741 13,96235.1% $114.87万 加仓
DWAS INVESCO EXCH TRADED FD TR II $443.27万0.05%34,817 -3,619-9.4% -$46.08万 减仓
TFC TRUIST FINL CORP $443.71万0.05%89,062 48,277118.4% $240.52万 加仓
HGER HARBOR ETF TRUST $448.04万0.05%152,706 92,779154.8% $272.21万 加仓
VTEC VANGUARD CALIF TAX FREE FDS $449.26万0.05%44,658 19,27876.0% $193.94万 加仓
IVLU ISHARES TR $450.91万0.05%107,822 33,45445.0% $139.90万 加仓
FRDM EA SERIES TRUST $452.54万0.05%62,077 42,823222.4% $312.18万 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $453.36万0.05%180,910 40,47828.8% $101.44万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $453.98万0.05%122,690 21,79621.6% $80.65万 加仓
WMB WILLIAMS COS INC $456.69万0.05%61,433 15,01532.3% $111.62万 加仓
TMO THERMO FISHER SCIENTIFIC INC $456.84万0.05%9,112 1,40518.2% $70.44万 加仓
IJR ISHARES TR $457.24万0.05%30,830 15,740104.3% $233.44万 加仓
FIX COMFORT SYS USA INC $458.37万0.05%2,313 1,561207.6% $309.35万 加仓
SCHW SCHWAB CHARLES CORP $459.08万0.05%49,754 18,67160.1% $172.28万 加仓
WEC WEC ENERGY GROUP INC $459.72万0.05%39,370 26,329201.9% $307.44万 加仓
VUSB VANGUARD BD INDEX FDS $460.27万0.05%92,461 53,765138.9% $267.64万 加仓
TT TRANE TECHNOLOGIES PLC $463.69万0.05%9,441 4,65697.3% $228.67万 加仓
— FORUM MARKETS INC $465.43万0.05%857,141 857,141— $465.43万 新建仓
QQQM INVESCO EXCH TRADED FD TR II $469.08万0.05%15,483 3,27226.8% $99.13万 加仓
UPS UNITED PARCEL SVCS INC $471.75万0.05%43,883 24,735129.2% $265.90万 加仓
UMC UNITED MICROELECTRONICS CORP $475.85万0.05%174,880 32,64623.0% $88.83万 加仓
FNDX SCHWAB STRATEGIC TR $479.61万0.05%154,216 34,79629.1% $108.22万 加仓
QMOM EA SERIES TRUST $485.59万0.05%61,678 55,983983.0% $440.76万 加仓
KB KB FINL GROUP INC $487.10万0.06%46,408 9,40525.4% $98.71万 加仓
SHW SHERWIN WILLIAMS CO $487.63万0.06%14,162 6,18277.5% $212.86万 加仓
XEL XCEL ENERGY INC $489.30万0.06%60,934 40,202193.9% $322.82万 加仓
CFA VICTORY PORTFOLIOS II $494.10万0.06%50,010 50,010— $494.10万 新建仓
PSX PHILLIPS 66 $494.93万0.06%29,277 8,95044.0% $151.30万 加仓
DFIC DIMENSIONAL ETF TRUST $495.07万0.06%132,870 28,05926.8% $104.55万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $496.14万0.06%55,219 55,219— $496.14万 新建仓
GSLC GOLDMAN SACHS ETF TR $498.67万0.06%35,145 1,9155.8% $27.17万 加仓
CI THE CIGNA GROUP $498.74万0.06%18,091 9,317106.2% $256.86万 加仓
GDMA EA SERIES TRUST $500.11万0.06%115,198 66,106134.7% $286.99万 加仓
STT STATE STR CORP $500.66万0.06%29,520 24,500488.0% $415.52万 加仓
EOG EOG RES INC $504.66万0.06%38,901 24,612172.2% $319.29万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $507.11万0.06%118,704 110,1811,292.7% $470.69万 加仓