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
SPTM SPDR SERIES TRUST $716.54万0.08%78,923 35,10280.1% $318.69万 加仓
PANW PALO ALTO NETWORKS INC $716.47万0.08%21,010 6,64046.2% $226.43万 加仓
— DIMENSIONAL ETF TRUST $709.54万0.08%86,550 86,550— $709.54万 新建仓
USMV ISHARES TR $706.00万0.08%73,191 23,03345.9% $222.18万 加仓
SSUS STRATEGY SHS $705.39万0.08%127,534 33,83936.1% $187.16万 加仓
LOW LOWES COS INC $695.33万0.08%31,535 7,40730.7% $163.32万 加仓
NVS NOVARTIS AG $695.30万0.08%44,366 8,08922.3% $126.77万 加仓
IBIT ISHARES BITCOIN TRUST ETF $692.45万0.08%208,005 119,288134.5% $397.11万 加仓
FBND FIDELITY MERRIMACK STR TR $691.29万0.08%151,966 113,399294.0% $515.85万 加仓
IBN ICICI BANK LIMITED $691.20万0.08%238,099 39,85820.1% $115.71万 加仓
CL COLGATE PALMOLIVE CO $684.17万0.08%74,626 29,95667.1% $274.64万 加仓
IWD ISHARES TR $680.50万0.08%28,070 6,12327.9% $148.44万 加仓
HWM HOWMET AEROSPACE INC $672.96万0.08%25,030 7,43042.2% $199.77万 加仓
TMUS T-MOBILE US INC $672.15万0.08%40,073 4,30012.0% $72.12万 加仓
SCHR SCHWAB STRATEGIC TR $671.30万0.08%272,221 156,062134.4% $384.85万 加仓
ED CONSOLIDATED EDISON INC $669.36万0.08%60,505 40,014195.3% $442.67万 加仓
CTAS CINTAS CORP $668.96万0.08%39,332 26,457205.5% $449.98万 加仓
IGIB ISHARES TR $666.98万0.08%125,443 44,34754.7% $235.79万 加仓
RY ROYAL BK CDA $664.42万0.08%32,102 2,6459.0% $54.74万 加仓
USB US BANCORP $661.45万0.07%109,512 60,011121.2% $362.47万 加仓
DGRW WISDOMTREE TR $652.49万0.07%68,238 44,272184.7% $423.33万 加仓
VEU VANGUARD INTL EQUITY INDEX F $647.26万0.07%77,285 15,88025.9% $132.99万 加仓
SPYV SPDR SERIES TRUST $644.79万0.07%106,068 44,24171.6% $268.94万 加仓
WM WASTE MGMT INC DEL $642.05万0.07%28,807 14,03895.1% $312.88万 加仓
SU SUNCOR ENERGY INC NEW $638.59万0.07%118,962 13,74713.1% $73.79万 加仓
NI NISOURCE INC $636.30万0.07%133,817 121,8821,021.2% $579.55万 加仓
ENB ENBRIDGE INC $635.75万0.07%117,275 59,158101.8% $320.70万 加仓
HDB HDFC BANK LTD $631.06万0.07%244,314 -105,951-30.2% -$273.67万 减仓
ETR ENTERGY CORP NEW $622.55万0.07%54,201 42,982383.1% $493.69万 加仓
BOXX EA SERIES TRUST $618.34万0.07%52,809 25,29191.9% $296.13万 加仓
HSBC HSBC HLDGS PLC $613.81万0.07%64,551 5,6869.7% $54.07万 加仓
BKNG BOOKING HOLDINGS INC $613.59万0.07%34,425 5,72519.9% $102.04万 加仓
DFSU DIMENSIONAL ETF TRUST $611.11万0.07%131,054 74,465131.6% $347.23万 加仓
CVS CVS HEALTH CORP $609.24万0.07%58,892 24,74172.4% $255.94万 加仓
CRWD CROWDSTRIKE HLDGS INC $600.54万0.07%7,869 1,97033.4% $150.34万 加仓
BX BLACKSTONE INC $600.01万0.07%50,991 5,16511.3% $60.78万 加仓
VBR VANGUARD INDEX FDS $599.86万0.07%24,686 3,23615.1% $78.63万 加仓
FCX FREEPORT MCMORAN INC $598.71万0.07%95,200 48,660104.6% $306.02万 加仓
HCA HCA HEALTHCARE INC $597.80万0.07%15,333 2,33518.0% $91.04万 加仓
IWM ISHARES TR $595.78万0.07%19,830 9,945100.6% $298.79万 加仓
PH PARKER-HANNIFIN CORP $594.55万0.07%6,079 1,57735.0% $154.24万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $592.92万0.07%65,806 13,32625.4% $120.07万 加仓
XLV SELECT SECTOR SPDR TR $589.41万0.07%37,150 29,280372.0% $464.55万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $585.57万0.07%131,648 125,7052,115.2% $559.14万 加仓
SMFG SUMITOMO MITSUI FIN GRP INC $585.16万0.07%248,161 39,45418.9% $93.03万 加仓
TD TORONTO DOMINION BK ONT $583.87万0.07%48,083 3,3497.5% $40.67万 加仓
IWV ISHARES TR $577.57万0.07%13,545 5,96478.7% $254.31万 加仓
IYW ISHARES TR $577.24万0.07%22,885 15,533211.3% $391.79万 加仓
PNC PNC FINL SVCS GROUP INC $575.75万0.07%23,384 12,286110.7% $302.50万 加仓
CGGR CAPITAL GROUP GROWTH ETF $572.76万0.06%121,347 105,551668.2% $498.20万 加仓
CAOS EA SERIES TRUST $571.74万0.06%63,274 63,274— $571.74万 新建仓
MCK MCKESSON CORP $568.73万0.06%7,527 2,05637.6% $155.35万 加仓
VRT VERTIV HOLDINGS CO $563.42万0.06%16,828 7,41478.8% $248.23万 加仓
PGR PROGRESSIVE CORP $562.88万0.06%25,767 9,30656.5% $203.29万 加仓
SOXL DIREXION SHARES ETF TRUST $562.76万0.06%21,100 21,100— $562.76万 新建仓
NOC NORTHROP GRUMMAN CORP $555.92万0.06%10,915 5,34395.9% $272.13万 加仓
DE DEERE & CO $555.90万0.06%8,764 2,49939.9% $158.51万 加仓
ISRG INTUITIVE SURGICAL INC $554.29万0.06%13,938 5,81571.6% $231.25万 加仓
EAGG ISHARES TR $553.32万0.06%116,709 93,517403.2% $443.36万 加仓
VOE VANGUARD INDEX FDS $544.19万0.06%27,540 8,97748.4% $177.39万 加仓
UCON FIRST TR EXCHNG TRADED FD VI $536.49万0.06%215,630 55,22334.4% $137.40万 加仓
SCHA SCHWAB STRATEGIC TR $535.23万0.06%148,141 27,21822.5% $98.34万 加仓
AMP AMERIPRISE FINL INC $534.39万0.06%11,649 3152.8% $14.45万 加仓
SAP SAP SE $532.53万0.06%34,555 11,37649.1% $175.32万 加仓
VNQ VANGUARD INDEX FDS $529.25万0.06%54,885 13,19031.6% $127.19万 加仓
MPC MARATHON PETE CORP $527.41万0.06%20,628 6,59847.0% $168.69万 加仓
ESGU ISHARES TR $527.38万0.06%32,222 22,496231.3% $368.19万 加仓
— EA SERIES TRUST $521.10万0.06%218,005 218,005— $521.10万 新建仓
NEM NEWMONT CORP $514.27万0.06%55,061 13,59432.8% $126.97万 加仓
SCHV SCHWAB STRATEGIC TR $514.14万0.06%147,698 18,90614.7% $65.81万 加仓
CRM SALESFORCE INC $513.84万0.06%32,800 1,6705.4% $26.16万 加仓
VGT VANGUARD WORLD FD $511.03万0.06%42,757 16,94965.7% $202.58万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $507.11万0.06%118,704 110,1811,292.7% $470.69万 加仓
EOG EOG RES INC $504.66万0.06%38,901 24,612172.2% $319.29万 加仓
STT STATE STR CORP $500.66万0.06%29,520 24,500488.0% $415.52万 加仓
GDMA EA SERIES TRUST $500.11万0.06%115,198 66,106134.7% $286.99万 加仓
CI THE CIGNA GROUP $498.74万0.06%18,091 9,317106.2% $256.86万 加仓
GSLC GOLDMAN SACHS ETF TR $498.67万0.06%35,145 1,9155.8% $27.17万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $496.14万0.06%55,219 55,219— $496.14万 新建仓
DFIC DIMENSIONAL ETF TRUST $495.07万0.06%132,870 28,05926.8% $104.55万 加仓
PSX PHILLIPS 66 $494.93万0.06%29,277 8,95044.0% $151.30万 加仓
CFA VICTORY PORTFOLIOS II $494.10万0.06%50,010 50,010— $494.10万 新建仓
XEL XCEL ENERGY INC $489.30万0.06%60,934 40,202193.9% $322.82万 加仓
SHW SHERWIN WILLIAMS CO $487.63万0.06%14,162 6,18277.5% $212.86万 加仓
KB KB FINL GROUP INC $487.10万0.06%46,408 9,40525.4% $98.71万 加仓
QMOM EA SERIES TRUST $485.59万0.05%61,678 55,983983.0% $440.76万 加仓
FNDX SCHWAB STRATEGIC TR $479.61万0.05%154,216 34,79629.1% $108.22万 加仓
UMC UNITED MICROELECTRONICS CORP $475.85万0.05%174,880 32,64623.0% $88.83万 加仓
UPS UNITED PARCEL SVCS INC $471.75万0.05%43,883 24,735129.2% $265.90万 加仓
QQQM INVESCO EXCH TRADED FD TR II $469.08万0.05%15,483 3,27226.8% $99.13万 加仓
— FORUM MARKETS INC $465.43万0.05%857,141 857,141— $465.43万 新建仓
TT TRANE TECHNOLOGIES PLC $463.69万0.05%9,441 4,65697.3% $228.67万 加仓
VUSB VANGUARD BD INDEX FDS $460.27万0.05%92,461 53,765138.9% $267.64万 加仓
WEC WEC ENERGY GROUP INC $459.72万0.05%39,370 26,329201.9% $307.44万 加仓
SCHW SCHWAB CHARLES CORP $459.08万0.05%49,754 18,67160.1% $172.28万 加仓
FIX COMFORT SYS USA INC $458.37万0.05%2,313 1,561207.6% $309.35万 加仓
IJR ISHARES TR $457.24万0.05%30,830 15,740104.3% $233.44万 加仓
TMO THERMO FISHER SCIENTIFIC INC $456.84万0.05%9,112 1,40518.2% $70.44万 加仓
WMB WILLIAMS COS INC $456.69万0.05%61,433 15,01532.3% $111.62万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $453.98万0.05%122,690 21,79621.6% $80.65万 加仓