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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $34.87万 | 0.08% | 1,185 | 42 | 3.7% | $1.24万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $35.48万 | 0.08% | 2,122 | -26 | -1.2% | -$4,348 | 减仓 |
| LRCX | LAM RESEARCH CORP | $36.09万 | 0.08% | 1,689 | 126 | 8.1% | $2.69万 | 加仓 |
| IYW | ISHARES TR | $36.28万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $36.92万 | 0.08% | 4,788 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $37.38万 | 0.08% | 2,203 | 153 | 7.5% | $2.60万 | 加仓 |
| PEP | PEPSICO INC | $37.56万 | 0.08% | 2,419 | -12 | -0.5% | -$1,863 | 减仓 |
| MBB | ISHARES TR | $38.89万 | 0.09% | 4,096 | 2,194 | 115.4% | $20.83万 | 加仓 |
| VV | VANGUARD INDEX FDS | $39.21万 | 0.09% | 1,312 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $40.51万 | 0.09% | 950 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $41.22万 | 0.09% | 19,180 | 361 | 1.9% | $7,758 | 加仓 |
| PFF | ISHARES TR | $41.73万 | 0.09% | 13,762 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $42.95万 | 0.10% | 5,478 | 575 | 11.7% | $4.51万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $43.18万 | 0.10% | 8,531 | -9 | -0.1% | -$455 | 减仓 |
| LNG | CHENIERE ENERGY INC | $43.30万 | 0.10% | 1,526 | 18 | 1.2% | $5,108 | 加仓 |
| AMZN | AMAZON COM INC | $43.59万 | 0.10% | 2,093 | 336 | 19.1% | $7.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $46.86万 | 0.11% | 1,387 | 326 | 30.7% | $11.01万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $50.73万 | 0.11% | 15,067 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $53.09万 | 0.12% | 5,613 | 143 | 2.6% | $1.35万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $53.43万 | 0.12% | 2,723 | 68 | 2.6% | $1.33万 | 加仓 |
| IGSB | ISHARES TR | $54.45万 | 0.12% | 10,360 | -304 | -2.9% | -$1.60万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $55.57万 | 0.12% | 9,869 | 36 | 0.4% | $2,027 | 加仓 |
| GE | GE AEROSPACE | $56.21万 | 0.13% | 1,981 | -149 | -7.0% | -$4.23万 | 减仓 |
| SLQD | ISHARES TR | $57.98万 | 0.13% | 11,483 | -76 | -0.7% | -$3,837 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $60.73万 | 0.14% | 20,884 | -332 | -1.6% | -$9,655 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $62.28万 | 0.14% | 4,687 | 2,360 | 101.4% | $31.36万 | 加仓 |
| MRK | MERCK & CO INC | $62.85万 | 0.14% | 5,225 | 47 | 0.9% | $5,654 | 加仓 |
| SPIB | SPDR SERIES TRUST | $64.21万 | 0.14% | 19,145 | -27,877 | -59.3% | -$93.50万 | 减仓 |
| ETN | EATON CORP PLC | $64.88万 | 0.15% | 1,814 | -207 | -10.2% | -$7.40万 | 减仓 |
| GEV | GE VERNOVA INC | $64.94万 | 0.15% | 744 | 225 | 43.4% | $19.64万 | 加仓 |
| AVTR | AVANTOR INC | $66.24万 | 0.15% | 84,489 | 63 | 0.1% | $494 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $66.72万 | 0.15% | 129,557 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $66.88万 | 0.15% | 6,987 | -1,846 | -20.9% | -$17.67万 | 减仓 |
| IWD | ISHARES TR | $67.01万 | 0.15% | 3,136 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.48万 | 0.15% | 1,429 | 500 | 53.8% | $23.96万 | 加仓 |
| IWN | ISHARES TR | $69.09万 | 0.16% | 3,644 | -9 | -0.2% | -$1,706 | 减仓 |
| IBHG | ISHARES TR | $69.17万 | 0.16% | 31,258 | -23,748 | -43.2% | -$52.55万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $69.19万 | 0.16% | 1,584 | -35 | -2.2% | -$1.53万 | 减仓 |
| — | MESOBLAST LTD | $71.52万 | 0.16% | 46,500 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $72.26万 | 0.16% | 2,956 | 86 | 3.0% | $2.10万 | 加仓 |
| RXO | RXO INC | $72.43万 | 0.16% | 49,542 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $74.71万 | 0.17% | 7,038 | 1,226 | 21.1% | $13.01万 | 加仓 |
| META | META PLATFORMS INC | $74.86万 | 0.17% | 1,308 | 64 | 5.1% | $3.66万 | 加仓 |
| GOOGL | ALPHABET INC | $75.17万 | 0.17% | 2,614 | 384 | 17.2% | $11.04万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $77.46万 | 0.17% | 19,882 | 4,329 | 27.8% | $16.87万 | 加仓 |
| SHOP | SHOPIFY INC | $77.58万 | 0.17% | 6,540 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $80.52万 | 0.18% | 30,136 | -15,424 | -33.9% | -$41.21万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $90.23万 | 0.20% | 1,463 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $91.80万 | 0.21% | 10,781 | 868 | 8.8% | $7.39万 | 加仓 |
| EFV | ISHARES TR | $92.84万 | 0.21% | 12,487 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $93.80万 | 0.21% | 30,298 | -3,957 | -11.6% | -$12.25万 | 减仓 |
| HYG | ISHARES TR | $95.83万 | 0.22% | 12,046 | 2 | 0.0% | $159 | 加仓 |
| — | DBX ETF TR | $98.12万 | 0.22% | 22,104 | -2,000 | -8.3% | -$8.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $99.47万 | 0.22% | 15,928 | 9,593 | 151.4% | $59.91万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $101.43万 | 0.23% | 47,377 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $106.01万 | 0.24% | 14,396 | 1,275 | 9.7% | $9.39万 | 加仓 |
| SYK | STRYKER CORPORATION | $108.57万 | 0.24% | 3,304 | 14 | 0.4% | $4,600 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $110.12万 | 0.25% | 21,205 | 3,427 | 19.3% | $17.80万 | 加仓 |
| AMGN | AMGEN INC | $115.69万 | 0.26% | 3,288 | -19 | -0.6% | -$6,685 | 减仓 |
| IWM | ISHARES TR | $116.46万 | 0.26% | 4,696 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $118.26万 | 0.27% | 2,049 | 45 | 2.2% | $2.60万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $118.45万 | 0.27% | 51,012 | -8,592 | -14.4% | -$19.95万 | 减仓 |
| RTX | RTX CORPORATION | $137.13万 | 0.31% | 7,109 | -40 | -0.6% | -$7,716 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $145.09万 | 0.33% | 9,225 | 80 | 0.9% | $1.26万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $148.41万 | 0.33% | 32,893 | 18,879 | 134.7% | $85.18万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $159.26万 | 0.36% | 48,335 | 256 | 0.5% | $8,435 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $161.17万 | 0.36% | 32,305 | 442 | 1.4% | $2.21万 | 加仓 |
| IVE | ISHARES TR | $166.60万 | 0.37% | 7,890 | -43 | -0.5% | -$9,079 | 减仓 |
| SPYG | SPDR SERIES TRUST | $181.15万 | 0.41% | 18,502 | -210 | -1.1% | -$2.06万 | 减仓 |
| SCZ | ISHARES TR | $189.66万 | 0.43% | 24,188 | -8,510 | -26.0% | -$66.73万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $195.90万 | 0.44% | 40,426 | 4 | 0.0% | $194 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $198.59万 | 0.45% | 23,408 | 3,424 | 17.1% | $29.05万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $216.30万 | 0.49% | 21,593 | -1,477 | -6.4% | -$14.80万 | 减仓 |
| IJH | ISHARES TR | $216.74万 | 0.49% | 32,095 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $217.48万 | 0.49% | 5,867 | -4 | -0.1% | -$1,483 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $224.63万 | 0.50% | 41,560 | -3,192 | -7.1% | -$17.25万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $232.60万 | 0.52% | 90,718 | -2,313 | -2.5% | -$5.93万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $234.90万 | 0.53% | 29,151 | 2,377 | 8.9% | $19.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $235.83万 | 0.53% | 60,687 | 8,825 | 17.0% | $34.29万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $241.46万 | 0.54% | 109,656 | 75,040 | 216.8% | $165.24万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $242.02万 | 0.54% | 27,285 | -2,335 | -7.9% | -$20.71万 | 减仓 |
| IBHH | ISHARES TR | $250.98万 | 0.56% | 106,936 | 55,594 | 108.3% | $130.48万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $262.57万 | 0.59% | 25,629 | 18,489 | 258.9% | $189.42万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $271.01万 | 0.61% | 78,441 | 15,702 | 25.0% | $54.25万 | 加仓 |
| EFA | ISHARES TR | $276.69万 | 0.62% | 28,487 | -174 | -0.6% | -$1.69万 | 减仓 |
| IJR | ISHARES TR | $277.98万 | 0.62% | 22,362 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $279.10万 | 0.63% | 40,014 | -754 | -1.8% | -$5.26万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $279.21万 | 0.63% | 36,598 | 6,399 | 21.2% | $48.82万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $292.57万 | 0.66% | 74,180 | -29,370 | -28.4% | -$115.84万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $302.41万 | 0.68% | 120,480 | -270 | -0.2% | -$6,777 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $302.63万 | 0.68% | 124,692 | 72,524 | 139.0% | $176.02万 | 加仓 |
| AN | AUTONATION INC | $322.32万 | 0.72% | 16,507 | 9,874 | 148.9% | $192.80万 | 加仓 |
| — | VANGUARD MALVERN FDS | $349.43万 | 0.78% | 68,511 | 16,586 | 31.9% | $84.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $361.98万 | 0.81% | 16,662 | -835 | -4.8% | -$18.14万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $378.90万 | 0.85% | 40,420 | 42 | 0.1% | $3,937 | 加仓 |
| MSFT | MICROSOFT CORP | $410.33万 | 0.92% | 11,085 | 345 | 3.2% | $12.77万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $455.59万 | 1.02% | 55,056 | -1,225 | -2.2% | -$10.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $459.42万 | 1.03% | 26,343 | 3,258 | 14.1% | $56.82万 | 加仓 |
| AAPL | APPLE INC | $459.73万 | 1.03% | 18,115 | 122 | 0.7% | $3.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $505.58万 | 1.14% | 7,774 | 5 | 0.1% | $3,252 | 加仓 |