Rise Advisors, LLC
ROCHESTER NY · SEC CIK 0001831316
$2.84亿2026Q1 申报市值
94持仓数
77.0%前十大占比 · 第一大 16.3%
0 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VANGUARD NEW YOR 重新持有+$240.01万
RDVY 加仓+$217.77万
LQTI 加仓+$212.24万
VUG 加仓+$147.48万
BUFZ 加仓+$112.50万
2026Q1 卖出最多 按季末市值估算
JMBS 清仓-$109.25万
XLF 清仓-$45.78万
BRK/B 减仓-$34.50万
IVOV 清仓-$30.73万
DIS 清仓-$22.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | $4,624.36万 | 16.30% | 104,728 | 3,340 | 3.3% | $147.48万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $3,252.45万 | 11.46% | 472,396 | 31,630 | 7.2% | $217.77万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $3,010.89万 | 10.61% | 153,093 | 2,346 | 1.6% | $46.14万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $2,325.00万 | 8.19% | 301,439 | 14,570 | 5.1% | $112.38万 | 加仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $1,840.78万 | 6.49% | 699,118 | 42,728 | 6.5% | $112.50万 | 加仓 |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $1,821.78万 | 6.42% | 936,647 | 109,123 | 13.2% | $212.24万 | 加仓 |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $1,539.85万 | 5.43% | 191,762 | 8,289 | 4.5% | $66.56万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $1,505.81万 | 5.31% | 330,148 | 10,656 | 3.3% | $48.60万 | 加仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $1,297.34万 | 4.57% | 265,576 | 276 | 0.1% | $1.35万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $630.89万 | 2.22% | 106,984 | 4,464 | 4.4% | $26.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $431.74万 | 1.52% | 24,566 | -163 | -0.7% | -$2.86万 | 减仓 |
| AAPL | APPLE INC COM | $425.61万 | 1.50% | 16,649 | 622 | 3.9% | $15.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $387.27万 | 1.36% | 8,093 | -721 | -8.2% | -$34.50万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $318.63万 | 1.12% | 8,626 | -165 | -1.9% | -$6.09万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $311.75万 | 1.10% | 61,807 | 261 | 0.4% | $1.32万 | 加仓 |
| — | VANGUARD NEW YORK TAX-EXEMPT BOND ETF | $252.56万 | 0.89% | 24,668 | 23,443 | 1,913.7% | $240.01万 | 重新持有 |
| GOOG | ALPHABET INC CAP STK CL C | $249.34万 | 0.88% | 8,455 | 5 | 0.1% | $1,475 | 加仓 |
| AMZN | AMAZON COM INC COM | $238.77万 | 0.84% | 11,339 | -76 | -0.7% | -$1.60万 | 减仓 |
| — | EXXON MOBIL CORP COM | $168.38万 | 0.59% | 10,473 | 49 | 0.5% | $7,878 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $143.58万 | 0.51% | 5,753 | 108 | 1.9% | $2.70万 | 加仓 |
| — | DIMENSIONAL U S CORE EQUITY 2 ETF | $128.73万 | 0.45% | 32,906 | 82 | 0.2% | $3,208 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $125.63万 | 0.44% | 1,917 | 68 | 3.7% | $4.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $107.83万 | 0.38% | 4,417 | 75 | 1.7% | $1.83万 | 加仓 |
| TSLA | TESLA INC COM | $107.44万 | 0.38% | 2,818 | -37 | -1.3% | -$1.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $107.34万 | 0.38% | 3,634 | -21 | -0.6% | -$6,203 | 减仓 |
| AVGO | BROADCOM INC COM | $100.70万 | 0.35% | 3,212 | 34 | 1.1% | $1.07万 | 加仓 |
| CAT | CATERPILLAR INC COM | $93.48万 | 0.33% | 1,280 | 9 | 0.7% | $6,573 | 加仓 |
| TMP | TOMPKINS FINL CORP COM | $91.97万 | 0.32% | 11,630 | -1,499 | -11.4% | -$11.85万 | 减仓 |
| META | META PLATFORMS INC CL A | $89.58万 | 0.32% | 1,547 | 5 | 0.3% | $2,895 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $84.03万 | 0.30% | 2,284 | 84 | 3.8% | $3.09万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $81.85万 | 0.29% | 5,540 | 8 | 0.1% | $1,182 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $80.41万 | 0.28% | 1,293 | 44 | 3.5% | $2.74万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | $80.01万 | 0.28% | 23,244 | 39 | 0.2% | $1,342 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $79.85万 | 0.28% | 15,853 | -876 | -5.2% | -$4.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $75.81万 | 0.27% | 761 | 3 | 0.4% | $2,989 | 加仓 |
| CSCO | CISCO SYS INC COM | $75.78万 | 0.27% | 9,724 | -772 | -7.4% | -$6.02万 | 减仓 |
| LLY | ELI LILLY & CO COM | $71.23万 | 0.25% | 746 | -1 | -0.1% | -$955 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $69.70万 | 0.25% | 3,232 | 12 | 0.4% | $2,588 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $61.88万 | 0.22% | 12,199 | 76 | 0.6% | $3,855 | 加仓 |
| BA | BOEING CO COM | $61.47万 | 0.22% | 2,965 | 1 | 0.0% | $207 | 加仓 |
| KO | COCA COLA CO COM | $61.39万 | 0.22% | 8,069 | -436 | -5.1% | -$3.32万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $60.66万 | 0.21% | 12,311 | -116 | -0.9% | -$5,715 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $58.21万 | 0.21% | 677 | 3 | 0.4% | $2,580 | 加仓 |
| WMT | WALMART INC COM | $55.15万 | 0.19% | 4,421 | 24 | 0.5% | $2,994 | 加仓 |
| MCD | MCDONALDS CORP COM | $54.32万 | 0.19% | 1,768 | -90 | -4.8% | -$2.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $50.92万 | 0.18% | 1,036 | -114 | -9.9% | -$5.60万 | 减仓 |
| RTX | RTX CORPORATION COM | $49.73万 | 0.18% | 2,554 | 41 | 1.6% | $7,983 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $47.87万 | 0.17% | 1,610 | -17 | -1.0% | -$5,055 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $47.86万 | 0.17% | 819 | 6 | 0.7% | $3,507 | 加仓 |
| ETN | EATON CORP PLC SHS | $47.80万 | 0.17% | 1,308 | -272 | -17.2% | -$9.94万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $44.52万 | 0.16% | 1,831 | -6 | -0.3% | -$1,459 | 减仓 |
| SO | SOUTHERN CO COM | $43.07万 | 0.15% | 4,443 | -69 | -1.5% | -$6,689 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $41.17万 | 0.15% | 1,954 | 2 | 0.1% | $421 | 加仓 |
| AMGN | AMGEN INC COM | $39.74万 | 0.14% | 1,125 | 15 | 1.4% | $5,299 | 加仓 |
| V | VISA INC COM CL A | $38.40万 | 0.14% | 1,287 | 5 | 0.4% | $1,492 | 加仓 |
| NFLX | NETFLIX INC COM | $35.33万 | 0.12% | 3,698 | -13 | -0.4% | -$1,242 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $35.24万 | 0.12% | 2,446 | 108 | 4.6% | $1.56万 | 加仓 |
| HD | HOME DEPOT INC COM | $34.71万 | 0.12% | 1,053 | -16 | -1.5% | -$5,274 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $34.34万 | 0.12% | 1,739 | 173 | 11.0% | $3.42万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $34.05万 | 0.12% | 1,054 | 382 | 56.8% | $12.34万 | 加仓 |
| MRK | MERCK & CO INC COM | $33.24万 | 0.12% | 2,751 | -609 | -18.1% | -$7.36万 | 减仓 |
| INTC | INTEL CORP COM | $32.05万 | 0.11% | 6,673 | 46 | 0.7% | $2,209 | 加仓 |
| GWW | WW GRAINGER INC COM | $31.72万 | 0.11% | 286 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $31.00万 | 0.11% | 549 | 2 | 0.4% | $1,129 | 加仓 |
| BBY | BEST BUY INC COM | $30.89万 | 0.11% | 4,803 | 64 | 1.4% | $4,116 | 加仓 |
| ABBV | ABBVIE INC COM | $29.62万 | 0.10% | 1,378 | 9 | 0.7% | $1,934 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $29.49万 | 0.10% | 5,908 | 34 | 0.6% | $1,697 | 加仓 |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | $29.48万 | 0.10% | 2,977 | -14 | -0.5% | -$1,386 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $29.06万 | 0.10% | 1,749 | 61 | 3.6% | $1.01万 | 加仓 |
| GLW | CORNING INC COM | $28.92万 | 0.10% | 2,031 | -38 | -1.8% | -$5,412 | 重新持有 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $28.53万 | 0.10% | 5,871 | 21 | 0.4% | $1,021 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $28.42万 | 0.10% | 402 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $28.41万 | 0.10% | 1,728 | -1,131 | -39.6% | -$18.59万 | 减仓 |
| ORCL | ORACLE CORP COM | $28.26万 | 0.10% | 1,946 | 40 | 2.1% | $5,809 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $27.87万 | 0.10% | 971 | -254 | -20.7% | -$7.29万 | 减仓 |
| GEV | GE VERNOVA INC COM | $27.85万 | 0.10% | 311 | -1 | -0.3% | -$896 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $27.69万 | 0.10% | 1,890 | 48 | 2.6% | $7,032 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $27.30万 | 0.10% | 6,463 | 45 | 0.7% | $1,901 | 加仓 |
| WFC | WELLS FARGO & CO COM | $27.27万 | 0.10% | 3,384 | -79 | -2.3% | -$6,365 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $26.84万 | 0.09% | 3,941 | 9 | 0.2% | $613 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $26.71万 | 0.09% | 1,264 | 1 | 0.1% | $211 | 加仓 |
| GE | GE AEROSPACE COM NEW | $25.60万 | 0.09% | 875 | 15 | 1.7% | $4,389 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $25.27万 | 0.09% | 7,744 | -2 | -0.0% | -$65 | 减仓 |
| PEP | PEPSICO INC COM | $24.54万 | 0.09% | 1,587 | -48 | -2.9% | -$7,421 | 减仓 |
| PAYX | PAYCHEX INC COM | $23.85万 | 0.08% | 2,623 | -521 | -16.6% | -$4.74万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $23.76万 | 0.08% | 3,302 | -122 | -3.6% | -$8,778 | 减仓 |
| USB | US BANCORP COM NEW | $23.35万 | 0.08% | 4,426 | -1,094 | -19.8% | -$5.77万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $22.99万 | 0.08% | 349 | 48 | 15.9% | $3.16万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $22.69万 | 0.08% | 2,493 | 13 | 0.5% | $1,183 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $22.24万 | 0.08% | 963 | -94 | -8.9% | -$2.17万 | 减仓 |
| BX | BLACKSTONE INC COM | $22.14万 | 0.08% | 1,937 | -392 | -16.8% | -$4.48万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $21.44万 | 0.08% | 1,020 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $20.40万 | 0.07% | 1,351 | -193 | -12.5% | -$2.91万 | 重新持有 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $20.03万 | 0.07% | 1,354 | 464 | 52.1% | $6.87万 | 重新持有 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -23,912 | -100.0% | -$109.25万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -8,359 | -100.0% | -$45.78万 | 清仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $0 | 0.00% | 0 | -3,042 | -100.0% | -$30.73万 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -1,970 | -100.0% | -$22.41万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -390 | -100.0% | -$22.09万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -831 | -100.0% | -$22.02万 | 清仓 |