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
UNM UNUM GROUP $2,3370.00%32 1477.8% $1,022 加仓
EFG ISHARES TR $2,3390.00%21 21— $2,339 新建仓
CRWD CROWDSTRIKE HLDGS INC $2,3430.00%6 5500.0% $1,952 加仓
NXST NEXSTAR MEDIA GROUP INC $2,3510.00%13 562.5% $904 加仓
INCY INCYTE CORP $2,3530.00%25 525.0% $471 加仓
DRI DARDEN RESTAURANTS INC $2,3530.00%12 7140.0% $1,373 加仓
OMF ONEMAIN HLDGS INC $2,3540.00%44 1029.4% $535 加仓
ST SENSATA TECHNOLOGIES HLDG PL $2,3600.00%67 11.5% $35 加仓
GL GLOBE LIFE INC $2,3660.00%17 321.4% $418 加仓
PR PERMIAN RESOURCES CORP $2,3670.00%111 5494.7% $1,152 加仓
ACM AECOM $2,3750.00%28 1275.0% $1,018 加仓
FTV FORTIVE CORP $2,3780.00%43 1659.3% $885 加仓
IESC IES HOLDINGS INC $2,3830.00%5 00.0% — 不变
BEN FRANKLIN RESOURCES INC $2,3860.00%101 2940.3% $685 加仓
ONB OLD NATL BANCORP IND $2,3870.00%108 57111.8% $1,260 加仓
TWLO TWILIO INC $2,3910.00%19 00.0% — 不变
— QORVO INC $2,4000.00%31 00.0% — 不变
MEDP MEDPACE HLDGS INC $2,4010.00%5 00.0% — 不变
CCK CROWN HLDGS INC $2,4060.00%24 741.2% $702 加仓
FLNC FLUENCE ENERGY INC $2,4080.00%175 175— $2,408 新建仓
XLRE SELECT SECTOR SPDR TR $2,4090.00%59 00.0% — 不变
VFC V F CORP $2,4130.00%142 2824.6% $476 加仓
PTC PTC INC $2,4230.00%17 9112.5% $1,283 加仓
FORM FORMFACTOR INC $2,4250.00%25 313.6% $291 加仓
AFG AMERICAN FINANCIAL GROUP INC $2,4270.00%19 211.8% $255 加仓
IDA IDACORP INC $2,4310.00%17 11183.3% $1,573 加仓
BR BROADRIDGE FINL SOLUTIONS IN $2,4380.00%15 787.5% $1,138 加仓
CRUS CIRRUS LOGIC INC $2,4590.00%17 654.5% $868 加仓
RJF RAYMOND JAMES FINL INC $2,4620.00%17 430.8% $579 加仓
— AIR LEASE CORP $2,4680.00%38 1672.7% $1,039 加仓
FCN FTI CONSULTING INC $2,4750.00%14 -1-6.7% -$177 减仓
VLTO VERALTO CORP $2,4760.00%28 1275.0% $1,061 加仓
ROP ROPER TECHNOLOGIES INC $2,4780.00%7 5250.0% $1,770 加仓
— COMMERCIAL VEH GROUP INC $2,4900.00%730 00.0% — 不变
CRON CRONOS GROUP INC $2,5100.00%1,000 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $2,5150.00%26 313.0% $290 加仓
NVTS NAVITAS SEMICONDUCTOR CORP $2,5170.00%287 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $2,5230.00%2 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $2,5250.00%23 853.3% $878 加仓
FHN FIRST HORIZON CORPORATION $2,5270.00%111 3546.1% $797 加仓
HAS HASBRO INC $2,5280.00%27 735.0% $655 加仓
SNA SNAP ON INC $2,5430.00%7 375.0% $1,090 加仓
IQV IQVIA HLDGS INC $2,5590.00%15 666.7% $1,024 加仓
EXPD EXPEDITORS INTL WASH INC $2,5790.00%18 428.6% $573 加仓
NBR NABORS INDUSTRIES LTD $2,5820.00%30 00.0% — 不变
SIRI SIRIUSXM HOLDINGS INC $2,5850.00%112 1212.0% $277 加仓
CRL CHARLES RIV LABS INTL INC $2,5880.00%15 215.4% $345 加仓
NYT NEW YORK TIMES CO MTN BE $2,5960.00%31 1047.6% $837 加仓
AIZ ASSURANT INC $2,6140.00%12 450.0% $871 加仓
AM ANTERO MIDSTREAM CORP $2,6220.00%115 3951.3% $889 加仓
YUM YUM BRANDS INC $2,6440.00%17 11183.3% $1,711 加仓
STE STERIS PLC $2,6540.00%12 571.4% $1,106 加仓
IEX IDEX CORP $2,6540.00%14 9180.0% $1,706 加仓
BWA BORGWARNER INC $2,6590.00%49 29145.0% $1,574 加仓
HP HELMERICH & PAYNE INC $2,6670.00%74 11.4% $36 加仓
BEP BROOKFIELD RENEWABLE ENERGY $2,6770.00%82 00.0% — 不变
IT GARTNER INC $2,6920.00%17 15750.0% $2,375 加仓
RMD RESMED INC $2,6940.00%12 6100.0% $1,347 加仓
FTAI FTAI AVIATION LTD $2,6950.00%11 457.1% $980 加仓
CHD CHURCH & DWIGHT CO INC $2,7070.00%29 20222.2% $1,867 加仓
APTV APTIV PLC $2,7090.00%39 825.8% $556 加仓
LFUS LITTELFUSE INC $2,7150.00%8 00.0% — 不变
VMC VULCAN MATLS CO $2,7230.00%10 466.7% $1,089 加仓
DHI D R HORTON INC $2,7450.00%20 -3-13.0% -$412 减仓
AEE AMEREN CORP $2,7480.00%25 13108.3% $1,429 加仓
JBHT HUNT J B TRANS SVCS INC $2,7550.00%13 562.5% $1,060 加仓
CRS CARPENTER TECHNOLOGY CORP $2,7600.00%7 116.7% $394 加仓
CNP CENTERPOINT ENERGY INC $2,7630.00%64 3193.9% $1,338 加仓
ORLY OREILLY AUTOMOTIVE INC $2,7700.00%30 25500.0% $2,308 加仓
SW SMURFIT WESTROCK PLC $2,7900.00%70 57438.5% $2,272 加仓
TRMB TRIMBLE INC $2,8050.00%43 1343.3% $848 加仓
UBER UBER TECHNOLOGIES INC $2,8060.00%39 38.3% $216 加仓
IVLU ISHARES TR $2,8180.00%71 71— $2,818 新建仓
STRL STERLING INFRASTRUCTURE INC $2,8510.00%7 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $2,8590.00%14 555.6% $1,021 加仓
SM SM ENERGY COMPANY $2,8690.00%92 -7-7.1% -$218 减仓
AKAM AKAMAI TECHNOLOGIES INC $2,8720.00%25 13108.3% $1,493 加仓
FE FIRSTENERGY CORP $2,8880.00%57 1535.7% $760 加仓
TXT TEXTRON INC $2,8900.00%33 1150.0% $963 加仓
FFIV F5 INC $2,8940.00%10 7233.3% $2,026 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $2,8940.00%32 25357.1% $2,261 加仓
MTZ MASTEC INC $2,8960.00%9 228.6% $644 加仓
— WEBSTER FINL CORP $2,9160.00%42 1344.8% $903 加仓
AIT APPLIED INDL TECHNOLOGIES IN $2,9190.00%11 110.0% $265 加仓
CDE COEUR MNG INC $2,9290.00%156 1712.2% $319 加仓
BTU PEABODY ENGR CORP $2,9330.00%89 911.2% $297 加仓
DGX QUEST DIAGNOSTICS INC $2,9400.00%15 436.4% $784 加仓
EQIX EQUINIX INC $2,9410.00%3 2200.0% $1,961 加仓
EG EVEREST GROUP LTD $2,9420.00%9 6200.0% $1,961 加仓
CPER UNITED STS COMMODITY INDEX F $2,9610.00%86 -152-63.9% -$5,233 减仓
A AGILENT TECHNOLOGIES INC $2,9640.00%26 14116.7% $1,596 加仓
RPM RPM INTL INC $2,9820.00%30 1487.5% $1,392 加仓
CSL CARLISLE COS INC $3,0030.00%9 112.5% $334 加仓
PCG PG&E CORP $3,0050.00%171 5547.4% $967 加仓
PRI PRIMERICA INC $3,0060.00%12 6100.0% $1,503 加仓
GRMN GARMIN LTD $3,0170.00%13 444.4% $928 加仓
TDY TELEDYNE TECHNOLOGIES INC $3,0260.00%5 266.7% $1,210 加仓
APG API GROUP CORP $3,0390.00%75 811.9% $324 加仓
AMG AFFILIATED MANAGERS GROUP $3,0440.00%11 457.1% $1,107 加仓
BJ BJS WHSL CLUB HLDGS INC $3,0520.00%31 1263.2% $1,181 加仓