13F 机构持仓

Rialto Wealth Management, LLC

SYRACUSE NY · SEC CIK 0002054966

2026Q22026Q1 更早 9 个季度 🔒
$5.05亿2026Q2 申报市值
1,934持仓数
43.2%前十大占比 · 第一大 7.7%
256 / 86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 7.7%
IEFA 5.2%
VOO 5.2%
VCSH 4.4%
VEA 3.8%
VGIT 3.7%
AVDV 3.7%
VMBS 3.7%
VBIL 3.2%
IVV 2.6%

2026Q2 买入最多 按季末市值估算

VCRM 新建仓+$319.54万
VSDM 加仓+$188.92万
VBIL 加仓+$187.99万
IEFA 加仓+$175.52万
VANGUARD NY TAX 加仓+$170.70万

2026Q2 卖出最多 按季末市值估算

VMBS 减仓-$134.53万
VB 减仓-$89.48万
VONE 减仓-$72.05万
VCSH 减仓-$64.07万
VGIT 减仓-$48.82万

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
UL UNILEVER PLC $5,2910.00%88 00.0% — 不变
ONTO ONTO INNOVATION INC $5,2990.00%14 555.6% $1,892 加仓
WTFC WINTRUST FINL CORP $5,3040.00%33 19135.7% $3,054 加仓
PENG PENGUIN SOLUTIONS INC $5,3210.00%70 41141.4% $3,117 加仓
CPAY CORPAY INC $5,3330.00%16 214.3% $667 加仓
DVA DAVITA INC $5,3400.00%24 314.3% $668 加仓
CRBG COREBRIDGE FINL INC $5,3540.00%187 117167.1% $3,350 加仓
TMUS T-MOBILE US INC $5,3680.00%32 1152.4% $1,845 加仓
SYM SYMBOTIC INC $5,3940.00%120 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIES IN $5,4110.00%16 545.5% $1,691 加仓
MAA MID-AMER APT CMNTYS INC $5,4190.00%39 35875.0% $4,863 加仓
CFG CITIZENS FINL GROUP INC $5,4660.00%78 2034.5% $1,402 加仓
— ELECTROCORE INC $5,4780.00%634 00.0% — 不变
SLB SLB LIMITED $5,4860.00%118 1312.4% $604 加仓
FWONK LIBERTY MEDIA CORP DEL $5,5190.00%58 33132.0% $3,140 加仓
TKR TIMKEN CO $5,5230.00%38 21123.5% $3,052 加仓
PNW PINNACLE WEST CAP CORP $5,5640.00%52 1748.6% $1,819 加仓
KHC KRAFT HEINZ CO $5,5750.00%236 135133.7% $3,189 加仓
VLUE ISHARES TR $5,5950.00%28 00.0% — 不变
SHAK SHAKE SHACK INC $5,6020.00%100 -2-2.0% -$112 减仓
HPQ HP INC $5,6170.00%256 -9-3.4% -$197 减仓
COR CENCORA INC $5,6600.00%20 -3-13.0% -$849 减仓
FNDC SCHWAB STRATEGIC TR $5,6820.00%117 00.0% — 不变
KMI KINDER MORGAN INC DEL $5,6910.00%178 1811.2% $575 加仓
RBRK RUBRIK INC. $5,7000.00%71 707,000.0% $5,620 加仓
GL GLOBE LIFE INC $5,7180.00%32 1588.2% $2,680 加仓
EIX EDISON INTL $5,7330.00%77 2035.1% $1,489 加仓
SMMT SUMMIT THERAPEUTICS INC $5,7770.00%396 3671,265.5% $5,354 重新持有
AXS AXIS CAP HLDGS LTD $5,8020.00%54 510.2% $537 加仓
ECL ECOLAB INC $5,8510.00%21 -9-30.0% -$2,508 减仓
MKL MARKEL GROUP INC $5,8600.00%3 2200.0% $3,907 加仓
HAL HALLIBURTON CO $5,8740.00%173 1610.2% $543 加仓
GEN GEN DIGITAL INC $5,8750.00%236 160210.5% $3,983 加仓
LEA LEAR CORP $5,8990.00%44 1657.1% $2,145 加仓
IEX IDEX CORP $5,9010.00%26 1285.7% $2,724 加仓
FORM FORMFACTOR INC $5,9180.00%37 1248.0% $1,919 加仓
CF CF INDUSTRIES HOLD $5,9550.00%55 -65-54.2% -$7,038 减仓
RRX REGAL REXNORD CORPORATION $5,9550.00%25 313.6% $715 加仓
NSC NORFOLK SOUTHN CORP $5,9780.00%19 211.8% $629 加仓
HYMB SPDR SERIES TRUST $5,9790.00%235 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $6,0180.00%141 4242.4% $1,793 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $6,0250.00%25 738.9% $1,687 加仓
PHM PULTE GROUP INC $6,0380.00%44 1446.7% $1,921 加仓
R RYDER SYS INC $6,0670.00%23 635.3% $1,583 加仓
QQQM INVESCO EXCH TRADED FD TR II $6,0830.00%20 20— $6,083 新建仓
NET CLOUDFLARE INC $6,1320.00%25 738.9% $1,717 加仓
PRU PRUDENTIAL FINL INC $6,1530.00%57 2158.3% $2,267 加仓
ILMN ILLUMINA INC $6,1550.00%35 1794.4% $2,990 加仓
INGR INGREDION INC $6,1570.00%65 2980.6% $2,747 加仓
XPO XPO INC $6,1590.00%30 730.4% $1,437 加仓
HCA HCA HEALTHCARE INC $6,2390.00%16 660.0% $2,340 加仓
FFIV F5 INC $6,2400.00%15 550.0% $2,080 加仓
RES RPC INC $6,2440.00%1,071 717.1% $414 加仓
PCAR PACCAR INC $6,2470.00%52 2167.7% $2,523 加仓
DDOG DATADOG INC $6,2490.00%24 741.2% $1,823 加仓
SPGM SPDR INDEX SHS FDS $6,3400.00%74 74— $6,340 新建仓
MLM MARTIN MARIETTA MATLS INC $6,3440.00%11 -2-15.4% -$1,153 减仓
JBHT HUNT J B TRANS SVCS INC $6,3680.00%22 969.2% $2,605 加仓
ARW ARROW ELECTRS INC $6,4030.00%30 625.0% $1,281 加仓
ADM ARCHER DANIELS MIDLAND CO $6,4180.00%84 2440.0% $1,834 加仓
EW EDWARDS LIFESCIENCES CORP $6,4230.00%71 2142.0% $1,900 加仓
FNDE SCHWAB STRATEGIC TR $6,4290.00%162 00.0% — 不变
PPG PPG INDS INC $6,4290.00%53 2165.6% $2,547 加仓
KVUE KENVUE INC $6,4790.00%339 8634.0% $1,644 加仓
AME AMETEK INC $6,5330.00%27 1058.8% $2,420 加仓
KDP KEURIG DR PEPPER INC $6,5790.00%201 130183.1% $4,255 加仓
SANM SANMINA CORP $6,5810.00%26 1173.3% $2,784 加仓
TWLO TWILIO INC $6,6030.00%32 1368.4% $2,682 加仓
APA APA CORPORATION $6,6450.00%204 168.5% $521 加仓
STRL STERLING INFRASTRUCTURE INC $6,7150.00%8 114.3% $839 加仓
DGCB DIMENSIONAL ETF TRUST $6,7250.00%123 00.0% — 不变
MCK MCKESSON CORP $6,8010.00%9 480.0% $3,023 加仓
GWW WW GRAINGER INC $6,8020.00%5 266.7% $2,721 加仓
IVZ INVESCO LTD $6,8090.00%258 10467.5% $2,745 加仓
NTAP NETAPP INC $6,8100.00%44 1029.4% $1,548 加仓
ADT ADT INC DEL $6,8120.00%1,048 15317.1% $994 加仓
WCC WESCO INTL INC $6,9090.00%20 15.3% $345 加仓
BA BOEING CO $6,9280.00%32 728.0% $1,516 加仓
SPG SIMON PPTY GROUP INC NEW $6,9340.00%31 729.2% $1,566 加仓
CIFR CIPHER DIGITAL INC $6,9340.00%283 218335.4% $5,341 加仓
SW SMURFIT WESTROCK PLC $6,9390.00%150 80114.3% $3,701 加仓
LUV SOUTHWEST AIRLS CO $6,9420.00%135 5160.7% $2,623 加仓
EWBC EAST WEST BANCORP INC $6,9710.00%54 612.5% $775 加仓
WEC WEC ENERGY GROUP INC $7,0070.00%60 43252.9% $5,022 加仓
CMS CMS ENERGY CORP $7,0380.00%92 3973.6% $2,984 加仓
NOW SERVICENOW INC $7,0490.00%71 1834.0% $1,787 加仓
TROW PRICE T ROWE GROUP INC $7,0490.00%62 58.8% $568 加仓
TOL TOLL BROTHERS INC $7,0850.00%43 1659.3% $2,636 加仓
ARXS ARXIS INC $7,1060.00%154 154— $7,106 新建仓
BIIB BIOGEN INC $7,1300.00%33 1583.3% $3,241 加仓
FLOT ISHARES TR $7,1470.00%140 -69-33.0% -$3,522 减仓
ODFL OLD DOMINION FREIGHT LINE IN $7,1480.00%33 937.5% $1,949 加仓
SCYB SCHWAB STRATEGIC TR $7,1740.00%274 274— $7,174 新建仓
VLTO VERALTO CORP $7,1840.00%81 53189.3% $4,701 加仓
WSM WILLIAMS SONOMA INC $7,2270.00%31 1047.6% $2,331 加仓
RF REGIONS FINANCIAL CORP NEW $7,2480.00%240 3617.6% $1,087 加仓
KIM KIMCO REALTY CORP $7,2510.00%286 5926.0% $1,496 加仓
LYB LYONDELLBASELL INDUSTRIES NV $7,2660.00%138 99253.8% $5,213 加仓
AON AON PLC $7,2980.00%22 1083.3% $3,317 加仓
NKE NIKE INC $7,3480.00%179 3120.9% $1,273 加仓