Rise Advisors, LLC
ROCHESTER NY · SEC CIK 0001831316
$3.55亿2026Q2 申报市值
103持仓数
76.7%前十大占比 · 第一大 14.8%
10 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VCRB 加仓+$1,223.04万
FBND 加仓+$1,108.39万
JSI 新建仓+$956.21万
JSMD 加仓+$662.56万
RDVY 加仓+$147.58万
2026Q2 卖出最多 按季末市值估算
VTV 减仓-$251.47万
EXXON MOBIL CORP 清仓-$168.38万
VUG 减仓-$158.58万
XLE 减仓-$51.05万
VANGUARD NEW YOR 减仓-$21.06万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -10,473 | -100.0% | -$168.38万 | 清仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $20.27万 | 0.06% | 1,297 | -54 | -4.0% | -$8,438 | 减仓 |
| PEP | PEPSICO INC COM | $21.41万 | 0.06% | 1,581 | -6 | -0.4% | -$813 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $21.47万 | 0.06% | 1,358 | 4 | 0.3% | $632 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $21.47万 | 0.06% | 2,494 | 1 | 0.0% | $86 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $21.58万 | 0.06% | 1,850 | -40 | -2.1% | -$4,667 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $21.70万 | 0.06% | 2,693 | 2,693 | — | $21.70万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $21.90万 | 0.06% | 566 | 566 | — | $21.90万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $21.90万 | 0.06% | 983 | 20 | 2.1% | $4,455 | 加仓 |
| BX | BLACKSTONE INC COM | $22.38万 | 0.06% | 1,902 | -35 | -1.8% | -$4,118 | 减仓 |
| USB | US BANCORP COM NEW | $22.86万 | 0.06% | 3,785 | -641 | -14.5% | -$3.87万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $23.20万 | 0.07% | 304 | 304 | — | $23.20万 | 新建仓 |
| PAYX | PAYCHEX INC COM | $23.69万 | 0.07% | 2,409 | -214 | -8.2% | -$2.10万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $24.65万 | 0.07% | 3,231 | -71 | -2.2% | -$5,416 | 减仓 |
| KLAC | KLA CORP COM NEW | $26.20万 | 0.07% | 868 | 868 | — | $26.20万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $26.35万 | 0.07% | 7,751 | 7 | 0.1% | $238 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $26.38万 | 0.07% | 352 | 3 | 0.9% | $2,248 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $26.62万 | 0.07% | 641 | 641 | — | $26.62万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $27.16万 | 0.08% | 1,639 | -100 | -5.8% | -$1.66万 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $27.56万 | 0.08% | 6,528 | 65 | 1.0% | $2,744 | 加仓 |
| NFLX | NETFLIX INC COM | $28.43万 | 0.08% | 3,982 | 284 | 7.7% | $2.03万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $29.11万 | 0.08% | 553 | 4 | 0.7% | $2,106 | 加仓 |
| WFC | WELLS FARGO & CO COM | $29.68万 | 0.08% | 3,591 | 207 | 6.1% | $1.71万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $30.13万 | 0.08% | 5,958 | 50 | 0.8% | $2,529 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $30.22万 | 0.09% | 1,268 | 4 | 0.3% | $953 | 加仓 |
| ORCL | ORACLE CORP COM | $30.26万 | 0.09% | 2,065 | 119 | 6.1% | $1.74万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $30.35万 | 0.09% | 890 | 890 | — | $30.35万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $30.46万 | 0.09% | 3,951 | 10 | 0.3% | $771 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $30.67万 | 0.09% | 975 | 4 | 0.4% | $1,258 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $32.08万 | 0.09% | 1,732 | 4 | 0.2% | $741 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $32.41万 | 0.09% | 5,891 | 20 | 0.3% | $1,100 | 加仓 |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | $33.10万 | 0.09% | 3,344 | 367 | 12.3% | $3.63万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $33.23万 | 0.09% | 889 | 14 | 1.6% | $5,233 | 加仓 |
| ABBV | ABBVIE INC COM | $33.47万 | 0.09% | 1,330 | -48 | -3.5% | -$1.21万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $33.75万 | 0.09% | 779 | 779 | — | $33.75万 | 新建仓 |
| MRK | MERCK & CO INC COM | $35.91万 | 0.10% | 2,794 | 43 | 1.6% | $5,526 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $36.30万 | 0.10% | 502 | 502 | — | $36.30万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $36.42万 | 0.10% | 1,742 | -7 | -0.4% | -$1,463 | 减仓 |
| HD | HOME DEPOT INC COM | $36.53万 | 0.10% | 1,036 | -17 | -1.6% | -$5,994 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $36.79万 | 0.10% | 2,509 | 63 | 2.6% | $9,237 | 加仓 |
| BBY | BEST BUY INC COM | $37.02万 | 0.10% | 4,879 | 76 | 1.6% | $5,767 | 加仓 |
| GEV | GE VERNOVA INC COM | $38.22万 | 0.11% | 325 | 14 | 4.5% | $1.65万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $38.50万 | 0.11% | 3,221 | 5 | 0.2% | $598 | 加仓 |
| GWW | WW GRAINGER INC COM | $38.84万 | 0.11% | 285 | -1 | -0.3% | -$1,363 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $39.10万 | 0.11% | 1,057 | 3 | 0.3% | $1,110 | 加仓 |
| AMGN | AMGEN INC COM | $42.34万 | 0.12% | 1,169 | 44 | 3.9% | $1.59万 | 加仓 |
| SO | SOUTHERN CO COM | $42.59万 | 0.12% | 4,450 | 7 | 0.2% | $670 | 加仓 |
| V | VISA INC COM CL A | $46.00万 | 0.13% | 1,341 | 54 | 4.2% | $1.85万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $47.48万 | 0.13% | 645 | -174 | -21.2% | -$12.81万 | 减仓 |
| RTX | RTX CORPORATION COM | $48.01万 | 0.14% | 2,530 | -24 | -0.9% | -$4,554 | 减仓 |
| MCD | MCDONALDS CORP COM | $48.77万 | 0.14% | 1,804 | 36 | 2.0% | $9,732 | 加仓 |
| WMT | WALMART INC COM | $51.40万 | 0.14% | 4,538 | 117 | 2.6% | $1.33万 | 加仓 |
| GLW | CORNING INC COM | $52.27万 | 0.15% | 2,046 | 15 | 0.7% | $3,832 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $52.44万 | 0.15% | 1,865 | 34 | 1.9% | $9,560 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $54.65万 | 0.15% | 1,064 | 28 | 2.7% | $1.44万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $55.85万 | 0.16% | 1,956 | 2 | 0.1% | $571 | 加仓 |
| ETN | EATON CORP PLC SHS | $57.91万 | 0.16% | 1,359 | 51 | 3.9% | $2.17万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $60.50万 | 0.17% | 1,693 | 83 | 5.2% | $2.97万 | 加仓 |
| KO | COCA COLA CO COM | $61.15万 | 0.17% | 7,524 | -545 | -6.8% | -$4.43万 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $62.90万 | 0.18% | 12,321 | 122 | 1.0% | $6,228 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $64.42万 | 0.18% | 1,109 | 89 | 8.7% | $5.17万 | 加仓 |
| BA | BOEING CO COM | $66.05万 | 0.19% | 3,051 | 86 | 2.9% | $1.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $66.64万 | 0.19% | 712 | -49 | -6.4% | -$4.59万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $69.37万 | 0.20% | 686 | 9 | 1.3% | $9,101 | 加仓 |
| BAC | BANK OF AMER CORP COM | $71.28万 | 0.20% | 12,509 | 198 | 1.6% | $1.13万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $73.07万 | 0.21% | 14,472 | -1,381 | -8.7% | -$6.97万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $76.75万 | 0.22% | 3,243 | 11 | 0.3% | $2,603 | 加仓 |
| LLY | ELI LILLY & CO COM | $80.58万 | 0.23% | 672 | -74 | -9.9% | -$8.87万 | 减仓 |
| META | META PLATFORMS INC CL A | $85.82万 | 0.24% | 1,524 | -23 | -1.5% | -$1.30万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | $86.54万 | 0.24% | 23,489 | 245 | 1.1% | $9,026 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $89.02万 | 0.25% | 5,611 | 71 | 1.3% | $1.13万 | 加仓 |
| INTC | INTEL CORP COM | $93.46万 | 0.26% | 6,694 | 21 | 0.3% | $2,932 | 加仓 |
| TMP | TOMPKINS FINL CORP COM | $109.94万 | 0.31% | 11,631 | 1 | 0.0% | $95 | 加仓 |
| CSCO | CISCO SYS INC COM | $114.57万 | 0.32% | 9,754 | 30 | 0.3% | $3,524 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $115.36万 | 0.32% | 4,542 | 125 | 2.8% | $3.17万 | 加仓 |
| TSLA | TESLA INC COM | $119.83万 | 0.34% | 2,849 | 31 | 1.1% | $1.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $122.75万 | 0.35% | 3,750 | 116 | 3.2% | $3.80万 | 加仓 |
| AVGO | BROADCOM INC COM | $124.55万 | 0.35% | 3,297 | 85 | 2.6% | $3.21万 | 加仓 |
| CAT | CATERPILLAR INC COM | $135.09万 | 0.38% | 1,269 | -11 | -0.9% | -$1.17万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $141.44万 | 0.40% | 2,011 | 718 | 55.5% | $50.50万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $144.68万 | 0.41% | 10,582 | 10,582 | — | $144.68万 | 新建仓 |
| — | DIMENSIONAL U S CORE EQUITY 2 ETF | $146.33万 | 0.41% | 32,988 | 82 | 0.2% | $3,637 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $147.76万 | 0.42% | 1,979 | 62 | 3.2% | $4.63万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $207.27万 | 0.58% | 6,899 | 1,146 | 19.9% | $34.43万 | 加仓 |
| — | VANGUARD NEW YORK TAX-EXEMPT BOND ETF | $235.49万 | 0.66% | 22,643 | -2,025 | -8.2% | -$21.06万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $261.11万 | 0.73% | 2,262 | -22 | -1.0% | -$2.54万 | 减仓 |
| AMZN | AMAZON COM INC COM | $278.14万 | 0.78% | 11,670 | 331 | 2.9% | $7.89万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $307.62万 | 0.87% | 8,706 | 251 | 3.0% | $8.87万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $330.51万 | 0.93% | 65,357 | 3,550 | 5.7% | $17.95万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $332.80万 | 0.94% | 8,922 | 296 | 3.4% | $11.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $396.98万 | 1.12% | 7,933 | -160 | -2.0% | -$8.01万 | 减仓 |
| AAPL | APPLE INC COM | $488.81万 | 1.38% | 16,893 | 244 | 1.5% | $7.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $495.98万 | 1.40% | 24,788 | 222 | 0.9% | $4.44万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $517.14万 | 1.46% | 97,371 | -9,613 | -9.0% | -$51.05万 | 减仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $956.21万 | 2.69% | 186,724 | 186,724 | — | $956.21万 | 新建仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $1,361.97万 | 3.83% | 278,720 | 13,144 | 4.9% | $64.23万 | 加仓 |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $1,892.02万 | 5.32% | 979,814 | 43,167 | 4.6% | $83.36万 | 加仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $1,972.05万 | 5.55% | 706,069 | 6,951 | 1.0% | $19.41万 | 加仓 |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $2,603.93万 | 7.33% | 257,207 | 65,445 | 34.1% | $662.56万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $2,610.24万 | 7.35% | 573,804 | 243,656 | 73.8% | $1,108.39万 | 加仓 |