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
AA ALCOA CORP $7,0980.00%107 99.2% $597 加仓
USHY ISHARES TR $7,2210.00%196 00.0% — 不变
COR CENCORA INC $7,2260.00%23 421.1% $1,257 加仓
EOG EOG RES INC $7,2290.00%50 27117.4% $3,904 加仓
FITB FIFTH THIRD BANCORP $7,2480.00%156 5351.5% $2,462 加仓
CSX CSX CORP $7,2660.00%177 6760.9% $2,750 加仓
VRT VERTIV HOLDINGS CO $7,2670.00%29 520.8% $1,253 加仓
TMO THERMO FISHER SCIENTIFIC INC $7,3730.00%15 215.4% $983 加仓
XYL XYLEM INC $7,4090.00%62 23.3% $239 加仓
VEU VANGUARD INTL EQUITY INDEX F $7,4220.00%99 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $7,4440.00%19 426.7% $1,567 加仓
NRG NRG ENERGY INC $7,4540.00%51 510.9% $731 加仓
FERG FERGUSON ENTERPRISES INC $7,4650.00%32 1045.5% $2,333 加仓
CB CHUBB LTD SWITZ $7,4970.00%23 527.8% $1,630 加仓
DVN DEVON ENERGY CORP NEW $7,4980.00%149 3025.2% $1,510 加仓
IRWD IRONWOOD PHARMACEUTICALS INC $7,6310.00%2,174 2,174— $7,631 新建仓
INTC INTEL CORP $7,6350.00%173 3727.2% $1,633 加仓
MLM MARTIN MARIETTA MATLS INC $7,6530.00%13 9225.0% $5,298 加仓
PLD PROLOGIS INC. $7,6670.00%58 29100.0% $3,834 加仓
— DUPONT DE NEMOURS INC $7,6950.00%168 3425.4% $1,557 加仓
— SEMRUSH HLDGS INC $7,7610.00%650 00.0% — 不变
NKE NIKE INC $7,8180.00%148 -9-5.7% -$475 减仓
FDX FEDEX CORP $7,8360.00%22 857.1% $2,849 加仓
CRH CRH PLC $7,8840.00%75 2036.4% $2,102 加仓
SCHW SCHWAB CHARLES CORP $7,8950.00%84 3055.6% $2,820 加仓
VLO VALERO ENERGY CORP $7,9070.00%32 833.3% $1,977 加仓
APA APA CORPORATION $7,9790.00%188 116.2% $467 加仓
ECL ECOLAB INC $7,9810.00%30 21233.3% $5,587 加仓
MSA MSA SAFETY INC $8,1980.00%50 613.6% $984 加仓
— TAYLOR DEVICES INC $8,2650.00%145 145— $8,265 新建仓
Q QNITY ELECTRONICS INC $8,4230.00%73 1219.7% $1,385 加仓
— TERNS PHARMACEUTICALS INC $8,5410.00%162 00.0% — 不变
ISTB ISHARES TR $8,5780.00%177 -87-33.0% -$4,216 减仓
IXUS ISHARES TR $8,5780.00%99 99— $8,578 新建仓
IDU ISHARES TR $8,5930.00%74 00.0% — 不变
GLD SPDR GOLD TR $8,6060.00%20 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $8,6200.00%362 102.8% $238 加仓
CL COLGATE PALMOLIVE CO $8,6940.00%102 3041.7% $2,557 加仓
TT TRANE TECHNOLOGIES PLC $8,7520.00%21 13162.5% $5,418 加仓
CLX CLOROX CO DEL $8,8090.00%85 33.7% $311 加仓
BETA BETA TECHNOLOGIES INC $8,8200.00%600 00.0% — 不变
TM TOYOTA MOTOR CORP $8,8620.00%43 412,050.0% $8,450 加仓
VRSK VERISK ANALYTICS INC $8,9190.00%47 -7-13.0% -$1,328 减仓
SHAK SHAKE SHACK INC $9,0240.00%102 11.0% $88 加仓
ISRG INTUITIVE SURGICAL INC $9,2200.00%20 -1-4.8% -$461 减仓
PBYI PUMA BIOTECHNOLOGY INC $9,2660.00%1,450 00.0% — 不变
NUKZ EXCHANGE TRADED CONCEPTS TRU $9,5370.00%145 00.0% — 不变
EME EMCOR GROUP INC $9,5990.00%13 330.0% $2,215 加仓
TRP TC ENERGY CORP $9,7660.00%156 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDI $1.00万0.00%107 1055,250.0% $9,857 加仓
JBL JABIL INC $1.01万0.00%38 826.7% $2,125 加仓
IBB ISHARES TR $1.01万0.00%60 00.0% — 不变
BFLY BUTTERFLY NETWORK INC $1.02万0.00%2,525 00.0% — 不变
DKS DICKS SPORTING GOODS INC $1.03万0.00%52 -82-61.2% -$1.63万 减仓
AVUS AMERICAN CENTY ETF TR $1.05万0.00%94 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1.06万0.00%35 24218.2% $7,298 加仓
FLOT ISHARES TR $1.06万0.00%209 -95-31.2% -$4,840 减仓
MCHP MICROCHIP TECHNOLOGY INC. $1.07万0.00%166 42.5% $258 加仓
FAF FIRST AMERN FINL CORP $1.07万0.00%178 1671,518.2% $1.01万 加仓
ABSI ABSCI CORPORATION $1.08万0.00%3,600 00.0% — 不变
CRK COMSTOCK RES INC $1.12万0.00%531 20.4% $42 加仓
TEX TEREX CORP NEW $1.14万0.00%193 158.4% $887 加仓
AXON AXON ENTERPRISE INC $1.15万0.00%27 -1-3.6% -$425 减仓
NEM NEWMONT CORP $1.15万0.00%106 2327.7% $2,490 加仓
SO SOUTHERN CO $1.15万0.00%119 101561.1% $9,749 加仓
SHW SHERWIN WILLIAMS CO $1.15万0.00%36 28350.0% $8,976 加仓
BORR BORR DRILLING LTD $1.15万0.00%2,000 2,000— $1.15万 新建仓
FNDA SCHWAB STRATEGIC TR $1.16万0.00%358 00.0% — 不变
PSA PUBLIC STORAGE OPER CO $1.16万0.00%43 926.5% $2,438 加仓
ICF ISHARES TR $1.17万0.00%189 00.0% — 不变
WAT WATERS CORP $1.19万0.00%40 36900.0% $1.07万 加仓
TSSI TSS INC DEL $1.19万0.00%917 00.0% — 不变
VIST VISTA ENERGY S.A.B. DE C.V. $1.20万0.00%159 159— $1.20万 新建仓
SBAC SBA COMMUNICATIONS CORP $1.20万0.00%70 -9-11.4% -$1,549 减仓
PGX INVESCO EXCH TRADED FD TR II $1.21万0.00%1,108 00.0% — 不变
ROL ROLLINS INC $1.22万0.00%228 188470.0% $1.00万 加仓
VG VENTURE GLOBAL INC $1.23万0.00%778 778— $1.23万 新建仓
CMCSA COMCAST CORP NEW $1.23万0.00%429 11536.6% $3,299 加仓
EMR EMERSON ELEC CO $1.23万0.00%94 1113.3% $1,441 加仓
SPOT SPOTIFY TECHNOLOGY S A $1.26万0.00%26 00.0% — 不变
AVMC AMERICAN CENTY ETF TR $1.29万0.00%179 00.0% — 不变
IYF ISHARES TR $1.32万0.00%112 00.0% — 不变
CVS CVS HEALTH CORP $1.33万0.00%185 95.1% $646 加仓
TEL TE CONNECTIVITY PLC $1.34万0.00%64 58.5% $1,045 加仓
INOD INNODATA INC $1.35万0.00%350 00.0% — 不变
FCX FREEPORT MCMORAN INC $1.35万0.00%230 2512.2% $1,470 加仓
CTVA CORTEVA INC $1.36万0.00%162 2215.7% $1,842 加仓
SLV ISHARES SILVER TR $1.36万0.00%200 -312-60.9% -$2.13万 减仓
DHS WISDOMTREE TR $1.37万0.00%125 00.0% — 不变
GHM GRAHAM CORP $1.39万0.00%176 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $1.40万0.00%193 -142-42.4% -$1.03万 减仓
HWM HOWMET AEROSPACE INC $1.41万0.00%61 38165.2% $8,758 加仓
SIVR ABRDN SILVER ETF TRUST $1.43万0.00%200 4428.2% $3,151 加仓
CI THE CIGNA GROUP $1.47万0.00%55 47.8% $1,067 加仓
NVT NVENT ELEC PLC $1.48万0.00%125 65.0% $710 加仓
LIN LINDE PLC $1.49万0.00%30 22275.0% $1.09万 加仓
L LOEWS CORP $1.49万0.00%140 96.9% $961 加仓
AJG GALLAGHER ARTHUR J & CO $1.49万0.00%69 1016.9% $2,166 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $1.50万0.00%53 612.8% $1,694 加仓
DFSD DIMENSIONAL ETF TRUST $1.51万0.00%315 00.0% — 不变