Rialto Wealth Management, LLC
SYRACUSE NY · SEC CIK 0002054966
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | $9.35万 | 0.02% | 1,578 | -2,569 | -61.9% | -$15.21万 | 减仓 |
| VGT | VANGUARD WORLD FD | $9.54万 | 0.02% | 137 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $9.82万 | 0.02% | 1,415 | 1,413 | 70,650.0% | $9.81万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $9.87万 | 0.02% | 572 | 9 | 1.6% | $1,553 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $9.87万 | 0.02% | 1,350 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $9.91万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $9.94万 | 0.02% | 1,751 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $10.00万 | 0.02% | 1,086 | 36 | 3.4% | $3,316 | 加仓 |
| AVGO | BROADCOM INC | $10.31万 | 0.02% | 333 | 81 | 32.1% | $2.51万 | 加仓 |
| KO | COCA COLA CO | $10.33万 | 0.02% | 1,358 | 71 | 5.5% | $5,400 | 加仓 |
| ESGV | VANGUARD WORLD FD | $10.36万 | 0.02% | 923 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $10.45万 | 0.02% | 1,882 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $10.53万 | 0.02% | 2,314 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $10.63万 | 0.02% | 1,071 | -2,610 | -70.9% | -$25.91万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $10.64万 | 0.02% | 4,809 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $10.69万 | 0.02% | 1,396 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $10.80万 | 0.02% | 1,059 | -1 | -0.1% | -$102 | 减仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $10.81万 | 0.02% | 2,552 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $10.87万 | 0.02% | 1,059 | -6 | -0.6% | -$616 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $10.95万 | 0.02% | 2,217 | -730 | -24.8% | -$3.60万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $11.04万 | 0.02% | 1,573 | -312 | -16.6% | -$2.19万 | 减仓 |
| SII | SPROTT INC | $11.43万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $11.64万 | 0.03% | 406 | 2 | 0.5% | $573 | 加仓 |
| DTM | DT MIDSTREAM INC | $11.72万 | 0.03% | 870 | 848 | 3,854.5% | $11.42万 | 加仓 |
| HUBB | HUBBELL INC | $11.83万 | 0.03% | 241 | 4 | 1.7% | $1,963 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $11.86万 | 0.03% | 2,528 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $11.91万 | 0.03% | 2,578 | 66 | 2.6% | $3,049 | 加仓 |
| MO | ALTRIA GROUP INC | $12.15万 | 0.03% | 1,842 | 299 | 19.4% | $1.97万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $12.34万 | 0.03% | 2,569 | 465 | 22.1% | $2.23万 | 加仓 |
| WMT | WALMART INC | $12.35万 | 0.03% | 994 | -23 | -2.3% | -$2,858 | 减仓 |
| IWY | ISHARES TR | $12.44万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $12.78万 | 0.03% | 2,115 | 0 | 0.0% | — | 不变 |
| GMF | SPDR INDEX SHS FDS | $12.82万 | 0.03% | 942 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $13.29万 | 0.03% | 266 | 108 | 68.4% | $5.40万 | 加仓 |
| IWS | ISHARES TR | $13.31万 | 0.03% | 913 | -202 | -18.1% | -$2.94万 | 减仓 |
| QCOM | QUALCOMM INC | $13.34万 | 0.03% | 1,036 | -9 | -0.9% | -$1,159 | 减仓 |
| CVX | CHEVRON CORPORATION | $13.61万 | 0.03% | 658 | 33 | 5.3% | $6,828 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $13.66万 | 0.03% | 335 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $13.68万 | 0.03% | 579 | 20 | 3.6% | $4,726 | 加仓 |
| UNP | UNION PAC CORP | $13.78万 | 0.03% | 568 | 13 | 2.3% | $3,154 | 加仓 |
| PSX | PHILLIPS 66 | $14.07万 | 0.03% | 772 | 12 | 1.6% | $2,186 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $14.12万 | 0.03% | 2,812 | 29 | 1.0% | $1,456 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $14.50万 | 0.03% | 4,283 | 13 | 0.3% | $440 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $14.60万 | 0.03% | 2,052 | 1,152 | 128.0% | $8.19万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $14.81万 | 0.03% | 2,088 | 1,053 | 101.7% | $7.47万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $14.86万 | 0.03% | 3,160 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $14.93万 | 0.03% | 1,071 | 26 | 2.5% | $3,624 | 加仓 |
| HYS | PIMCO ETF TR | $15.00万 | 0.03% | 1,608 | 13 | 0.8% | $1,213 | 加仓 |
| ARM | ARM HOLDINGS PLC | $15.13万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $15.28万 | 0.03% | 550 | 41 | 8.1% | $1.14万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $15.42万 | 0.03% | 1,516 | -2 | -0.1% | -$203 | 减仓 |
| NFLX | NETFLIX INC. | $15.91万 | 0.04% | 1,655 | 105 | 6.8% | $1.01万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $15.97万 | 0.04% | 3,198 | 615 | 23.8% | $3.07万 | 加仓 |
| DVY | ISHARES TR | $16.46万 | 0.04% | 1,087 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $16.63万 | 0.04% | 5,529 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $17.01万 | 0.04% | 911 | 18 | 2.0% | $3,361 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $17.52万 | 0.04% | 8,579 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ETF TR | $17.70万 | 0.04% | 1,753 | -4 | -0.2% | -$404 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $18.02万 | 0.04% | 213 | 87 | 69.0% | $7.36万 | 加仓 |
| CORP | PIMCO ETF TR | $18.81万 | 0.04% | 1,943 | -705 | -26.6% | -$6.82万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $18.89万 | 0.04% | 9,671 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $19.51万 | 0.04% | 1,806 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $20.57万 | 0.05% | 1,389 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $20.83万 | 0.05% | 209 | 9 | 4.5% | $8,968 | 加仓 |
| VOE | VANGUARD INDEX FDS | $20.99万 | 0.05% | 1,139 | -1,926 | -62.8% | -$35.49万 | 减仓 |
| AMAT | APPLIED MATLS INC | $21.43万 | 0.05% | 627 | 76 | 13.8% | $2.60万 | 加仓 |
| LLY | ELI LILLY & CO | $21.55万 | 0.05% | 234 | -43 | -15.5% | -$3.96万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $21.68万 | 0.05% | 4,749 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $21.73万 | 0.05% | 1,981 | -138 | -6.5% | -$1.51万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.77万 | 0.05% | 1,070 | 10 | 0.9% | $2,034 | 加仓 |
| TER | TERADYNE INC | $21.94万 | 0.05% | 740 | 3 | 0.4% | $889 | 加仓 |
| MCD | MCDONALDS CORP | $21.94万 | 0.05% | 706 | 28 | 4.1% | $8,702 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.41万 | 0.05% | 1,532 | 822 | 115.8% | $12.02万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $22.47万 | 0.05% | 1,791 | -209 | -10.4% | -$2.62万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.47万 | 0.05% | 665 | 23 | 3.6% | $7,773 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $22.50万 | 0.05% | 11,465 | -672 | -5.5% | -$1.32万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $22.73万 | 0.05% | 3,882 | 31 | 0.8% | $1,815 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $22.99万 | 0.05% | 1,577 | -1 | -0.1% | -$146 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.46万 | 0.05% | 1,624 | 45 | 2.8% | $6,500 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $23.46万 | 0.05% | 5,112 | 345 | 7.2% | $1.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.66万 | 0.05% | 6,753 | -458 | -6.4% | -$1.60万 | 减仓 |
| VPU | VANGUARD WORLD FD | $23.98万 | 0.05% | 1,210 | -6 | -0.5% | -$1,189 | 减仓 |
| NYM | AB ACTIVE ETFS INC | $24.82万 | 0.06% | 9,949 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $24.87万 | 0.06% | 2,335 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $25.69万 | 0.06% | 781 | 16 | 2.1% | $5,263 | 加仓 |
| ABBV | ABBVIE INC | $25.86万 | 0.06% | 1,189 | 62 | 5.5% | $1.35万 | 加仓 |
| IWB | ISHARES TR | $25.92万 | 0.06% | 727 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $27.04万 | 0.06% | 2,806 | -371 | -11.7% | -$3.58万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.33万 | 0.06% | 8,960 | 10 | 0.1% | $305 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $27.72万 | 0.06% | 2,337 | 77 | 3.4% | $9,135 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $28.57万 | 0.06% | 2,285 | -65 | -2.8% | -$8,127 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $30.11万 | 0.07% | 3,906 | 9 | 0.2% | $694 | 加仓 |
| ITOT | ISHARES TR | $30.48万 | 0.07% | 2,140 | 83 | 4.0% | $1.18万 | 加仓 |
| V | VISA INC | $30.61万 | 0.07% | 1,013 | 91 | 9.9% | $2.75万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $30.87万 | 0.07% | 2,814 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $31.35万 | 0.07% | 1,093 | 290 | 36.1% | $8.32万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.11万 | 0.07% | 1,673 | -22 | -1.3% | -$4,222 | 减仓 |
| WMB | WILLIAMS COS INC | $32.23万 | 0.07% | 4,428 | 39 | 0.9% | $2,838 | 加仓 |
| BIL | SPDR SERIES TRUST | $32.65万 | 0.07% | 3,563 | -1,552 | -30.3% | -$14.22万 | 减仓 |
| IWO | ISHARES TR | $34.86万 | 0.08% | 1,111 | -27 | -2.4% | -$8,473 | 减仓 |