13F 机构持仓

Rialto Wealth Management, LLC

SYRACUSE NY · SEC CIK 0002054966

2026Q22026Q1 更早 9 个季度 🔒
$4.45亿2026Q1 申报市值
1,730持仓数
45.0%前十大占比 · 第一大 7.6%
101 / 57新建仓 / 清仓
申报市值走势$5.05亿2026Q2
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

SPTM 7.6%
IEFA 5.2%
VCSH 5.1%
VOO 5.0%
VMBS 4.5%
VGIT 4.4%
VEA 3.9%
AVDV 3.8%
VBIL 3.3%
IVV 2.3%

2026Q1 买入最多 按季末市值估算

AVDV 加仓+$533.04万
VTI 加仓+$286.94万
AN 加仓+$192.80万
AVMV 加仓+$190.33万
VANGUARD NY TAX 加仓+$189.42万

2026Q1 卖出最多 按季末市值估算

SCHC 减仓-$180.36万
DISV 减仓-$115.84万
SPIB 减仓-$93.50万
VO 减仓-$69.73万
SCZ 减仓-$66.73万

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
AES AES CORP $1,7050.00%121 1211.0% $169 加仓
HUBS HUBSPOT INC $1,7090.00%7 6600.0% $1,465 加仓
TKR TIMKEN CO $1,7100.00%17 16.2% $101 加仓
IQLT ISHARES TR $1,7110.00%37 00.0% — 不变
P EVERPURE INC $1,7130.00%29 311.5% $177 加仓
ALGN ALIGN TECHNOLOGY INC $1,7150.00%10 6150.0% $1,029 重新持有
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1,7180.00%28 -9-24.3% -$552 减仓
CUBE CUBESMART $1,7230.00%47 -16-25.4% -$587 减仓
SCI SERVICE CORP INTL $1,7330.00%21 00.0% — 不变
HUM HUMANA INC $1,7340.00%10 225.0% $347 加仓
SJM SMUCKER J M CO $1,7360.00%18 -3-14.3% -$289 减仓
VNT VONTIER CORPORATION $1,7390.00%49 48.9% $142 加仓
AGCO AGCO CORP $1,7390.00%15 17.1% $116 加仓
VRSN VERISIGN INC $1,7390.00%7 375.0% $745 加仓
VSAT VIASAT INC $1,7410.00%38 1672.7% $733 加仓
WTS WATTS WATER TECHNOLOGIES INC $1,7420.00%6 120.0% $290 加仓
PVH PVH CORPORATION $1,7440.00%25 22733.3% $1,535 加仓
WTW WILLIS TOWERS WATSON PLC LTD $1,7450.00%6 -1-14.3% -$291 减仓
CATY CATHAY GEN BANCORP $1,7460.00%35 26.1% $100 加仓
MOG/A MOOG INC $1,7560.00%6 3100.0% $878 加仓
WPC WP CAREY INC $1,7670.00%26 18225.0% $1,223 加仓
NXPI NXP SEMICONDUCTORS N V $1,7720.00%9 112.5% $197 加仓
CFR CULLEN FROST BANKERS INC $1,7830.00%13 685.7% $823 加仓
UHS UNIVERSAL HLTH SVCS INC $1,7900.00%10 00.0% — 不变
— AVALONBAY CMNTYS INC $1,7970.00%11 -3-21.4% -$490 减仓
WFRD WEATHERFORD INTL PLC $1,7980.00%19 15.6% $95 加仓
MATX MATSON INC $1,8040.00%11 6120.0% $984 加仓
PNFP PINNACLE FINL PARTNERS INC $1,8090.00%21 21— $1,809 新建仓
ROG ROGERS CORP $1,8250.00%17 00.0% — 不变
SOLV SOLVENTUM CORP $1,8290.00%28 21300.0% $1,372 加仓
IR INGERSOLL RAND INC $1,8430.00%23 315.0% $240 加仓
ONTO ONTO INNOVATION INC $1,8460.00%9 112.5% $205 加仓
LII LENNOX INTL INC $1,8570.00%4 2100.0% $928 重新持有
RIVN RIVIAN AUTOMOTIVE INC $1,8670.00%124 1412.7% $211 加仓
DCI DONALDSON INC $1,8680.00%22 422.2% $340 加仓
KDP KEURIG DR PEPPER INC $1,8700.00%71 -49-40.8% -$1,291 减仓
ACI ALBERTSONS COS INC $1,8750.00%110 -2-1.8% -$34 减仓
SGMT SAGIMET BIOSCIENCES INC $1,8760.00%359 00.0% — 不变
ALLE ALLEGION PLC $1,8890.00%13 18.3% $145 加仓
BLDR BUILDERS FIRSTSOURCE INC $1,8940.00%23 16228.6% $1,318 加仓
DTE DTE ENERGY CO $1,9010.00%13 10333.3% $1,462 加仓
MKL MARKEL GROUP INC $1,9150.00%1 00.0% — 不变
— COTERRA ENERGY INC $1,9330.00%55 919.6% $316 加仓
UFPI UFP INDUSTRIES INC $1,9350.00%21 316.7% $276 加仓
SSB SOUTHSTATE BK CORP $1,9430.00%21 861.5% $740 加仓
SANM SANMINA CORP $1,9450.00%15 17.1% $130 加仓
WTFC WINTRUST FINL CORP $1,9460.00%14 17.7% $139 加仓
ABCB AMERIS BANCORP $1,9500.00%25 14.2% $78 加仓
BC BRUNSWICK CORP $1,9650.00%27 00.0% — 不变
AUB ATLANTIC UN BANKSHARES CORP $1,9660.00%55 510.0% $179 加仓
WEC WEC ENERGY GROUP INC $1,9690.00%17 12240.0% $1,390 加仓
NJR NEW JERSEY RES CORP $1,9780.00%36 1463.6% $769 加仓
LYV LIVE NATION ENTERTAINMENT IN $1,9830.00%13 218.2% $305 加仓
TSN TYSON FOODS INC $1,9870.00%31 414.8% $256 加仓
VMI VALMONT INDS INC $1,9980.00%5 125.0% $400 加仓
LEN LENNAR CORP $1,9980.00%23 853.3% $695 加仓
FLR FLUOR CORP $2,0060.00%43 1448.3% $653 加仓
FNB F N B CORP $2,0070.00%120 1110.1% $184 加仓
DDOG DATADOG INC $2,0070.00%17 430.8% $472 加仓
LNT ALLIANT ENERGY CORP $2,0100.00%28 1275.0% $861 加仓
HLI HOULIHAN LOKEY INC $2,0110.00%14 9180.0% $1,293 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $2,0160.00%35 412.9% $230 加仓
ABNB AIRBNB INC $2,0210.00%16 214.3% $253 加仓
PPL PPL CORP $2,0250.00%53 2165.6% $802 加仓
RGLD ROYAL GOLD INC $2,0360.00%8 360.0% $764 加仓
ATI ATI INC $2,0370.00%14 216.7% $291 加仓
CINF CINCINNATI FINL CORP $2,0460.00%13 218.2% $315 加仓
EVRG EVERGY INC $2,0480.00%25 956.2% $737 加仓
BOKF BOK FINL CORP $2,0490.00%16 214.3% $256 加仓
LXRX LEXICON PHARMACEUTICALS INC $2,0490.00%1,313 00.0% — 不变
ALVO ALVOTECH $2,0580.00%600 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $2,0650.00%44 1976.0% $892 加仓
EXPE EXPEDIA GROUP INC $2,0790.00%9 112.5% $231 加仓
ALLY ALLY FINL INC $2,0800.00%53 1955.9% $746 加仓
THG HANOVER INS GROUP INC $2,0810.00%12 -7-36.8% -$1,214 减仓
DLTR DOLLAR TREE INC $2,0810.00%19 15.6% $110 加仓
INDI INDIE SEMICONDUCTOR INC $2,0810.00%646 13426.2% $432 加仓
ALSN ALLISON TRANSMISSION HLDGS I $2,1080.00%18 10125.0% $1,171 加仓
JXN JACKSON FINANCIAL INC $2,1150.00%20 425.0% $423 加仓
VOYA VOYA FINANCIAL INC $2,1180.00%31 1047.6% $683 加仓
— SIFY TECHNOLOGIES LTD $2,1240.00%166 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $2,1260.00%25 1292.3% $1,020 加仓
WWD WOODWARD INC $2,1480.00%6 250.0% $716 加仓
BRO BROWN & BROWN INC $2,1520.00%33 20153.8% $1,304 加仓
AVT AVNET INC $2,1570.00%35 1359.1% $801 加仓
VAL VALARIS LTD $2,1570.00%22 210.0% $196 加仓
CNC CENTENE CORP DEL $2,1610.00%66 11.5% $33 加仓
PCTY PAYLOCITY HLDG CORP $2,1610.00%20 191,900.0% $2,053 加仓
MTG MGIC INVT CORP WIS $2,1790.00%83 2748.2% $709 加仓
NOV NOV INC $2,1820.00%116 3848.7% $715 加仓
BBY BEST BUY INC $2,1830.00%34 1254.5% $770 加仓
ILMN ILLUMINA INC $2,2190.00%18 15.9% $123 加仓
LECO LINCOLN ELEC HLDGS INC $2,2420.00%9 480.0% $996 加仓
RGTI RIGETTI COMPUTING INC $2,2610.00%161 117.3% $154 加仓
DXCM DEXCOM INC $2,2610.00%36 24200.0% $1,507 加仓
KHC KRAFT HEINZ CO $2,2720.00%101 4477.2% $990 加仓
DECK DECKERS OUTDOOR CORP $2,3030.00%23 14155.6% $1,402 加仓
CCL CARNIVAL CORP $2,3040.00%89 52140.5% $1,346 加仓
ELAN ELANCO ANIMAL HEALTH INC $2,3220.00%97 1112.8% $263 加仓
PBF PBF ENERGY INC $2,3340.00%49 48.9% $191 加仓