Rialto Wealth Management, LLC
SYRACUSE NY · SEC CIK 0002054966
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $5.39万 | 0.01% | 356 | 7 | 2.0% | $1,059 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $5.49万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $5.55万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $5.58万 | 0.01% | 258 | 1 | 0.4% | $216 | 加仓 |
| IJJ | ISHARES TR | $5.64万 | 0.01% | 382 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $5.71万 | 0.01% | 920 | 52 | 6.0% | $3,227 | 加仓 |
| URI | UNITED RENTALS INC | $5.78万 | 0.01% | 51 | 7 | 15.9% | $7,938 | 加仓 |
| T | AT&T INC | $5.90万 | 0.01% | 2,851 | -104 | -3.5% | -$2,153 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $6.03万 | 0.01% | 1,483 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO EXCH TRADED FD TR II | $6.04万 | 0.01% | 3,305 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6.11万 | 0.01% | 1,082 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $6.11万 | 0.01% | 697 | 5 | 0.7% | $439 | 加仓 |
| IYR | ISHARES TR | $6.13万 | 0.01% | 600 | -73 | -10.8% | -$7,464 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $6.17万 | 0.01% | 162 | 156 | 2,600.0% | $5.94万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $6.17万 | 0.01% | 593 | 593 | — | $6.17万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $6.29万 | 0.01% | 5,111 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $6.33万 | 0.01% | 883 | -232 | -20.8% | -$1.66万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6.45万 | 0.01% | 1,545 | -218 | -12.4% | -$9,097 | 减仓 |
| MPC | MARATHON PETE CORP | $6.60万 | 0.01% | 258 | -40 | -13.4% | -$1.02万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $6.74万 | 0.01% | 774 | -1 | -0.1% | -$87 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $6.98万 | 0.01% | 1,241 | 1,041 | 520.5% | $5.85万 | 加仓 |
| IWP | ISHARES TR | $7.01万 | 0.01% | 479 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $7.02万 | 0.01% | 398 | 20 | 5.3% | $3,526 | 加仓 |
| PKG | PACKAGING CORP AMER | $7.03万 | 0.01% | 295 | 4 | 1.4% | $953 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $7.09万 | 0.01% | 288 | 97 | 50.8% | $2.39万 | 加仓 |
| XBI | SPDR SERIES TRUST | $7.11万 | 0.01% | 449 | 256 | 132.6% | $4.05万 | 重新持有 |
| ROST | ROSS STORES INC | $7.17万 | 0.01% | 337 | 310 | 1,148.1% | $6.60万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $7.20万 | 0.01% | 2,717 | -75 | -2.7% | -$1,988 | 减仓 |
| IAU | ISHARES GOLD TR | $7.29万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7.36万 | 0.01% | 37 | 15 | 68.2% | $2.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $7.44万 | 0.01% | 220 | 21 | 10.6% | $7,103 | 加仓 |
| NVR | NVR INC | $7.49万 | 0.01% | 11 | 10 | 1,000.0% | $6.81万 | 加仓 |
| HSY | HERSHEY CO | $7.58万 | 0.01% | 432 | 7 | 1.6% | $1,228 | 加仓 |
| IGIB | ISHARES TR | $7.61万 | 0.02% | 1,432 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $7.77万 | 0.02% | 109 | 56 | 105.7% | $3.99万 | 加仓 |
| ACWI | ISHARES TR | $7.85万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $7.85万 | 0.02% | 809 | 760 | 1,551.0% | $7.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $7.95万 | 0.02% | 439 | 44 | 11.1% | $7,967 | 加仓 |
| AZO | AUTOZONE INC | $7.99万 | 0.02% | 25 | 25 | — | $7.99万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $8.05万 | 0.02% | 2,611 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $8.12万 | 0.02% | 11,411 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $8.15万 | 0.02% | 619 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $8.15万 | 0.02% | 270 | 20 | 8.0% | $6,034 | 加仓 |
| EIS | ISHARES INC | $8.16万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $8.19万 | 0.02% | 3,552 | 88 | 2.5% | $2,028 | 加仓 |
| INDA | ISHARES TR | $8.22万 | 0.02% | 1,665 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $8.28万 | 0.02% | 1,454 | 514 | 54.7% | $2.93万 | 加仓 |
| ORCL | ORACLE CORP | $8.34万 | 0.02% | 569 | 88 | 18.3% | $1.29万 | 加仓 |
| TIP | ISHARES TR | $8.36万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $8.47万 | 0.02% | 247 | 247 | — | $8.47万 | 新建仓 |
| SHYG | ISHARES TR | $8.53万 | 0.02% | 2,011 | 9 | 0.4% | $382 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $8.54万 | 0.02% | 524 | 506 | 2,811.1% | $8.25万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8.59万 | 0.02% | 306 | 61 | 24.9% | $1.71万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $8.77万 | 0.02% | 1,180 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $8.81万 | 0.02% | 1,175 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $8.83万 | 0.02% | 517 | 517 | — | $8.83万 | 新建仓 |
| — | RBB FUND TRUST | $8.87万 | 0.02% | 6,025 | 705 | 13.3% | $1.04万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $8.92万 | 0.02% | 2,038 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $8.96万 | 0.02% | 1,557 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $8.99万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $9.03万 | 0.02% | 1,062 | 124 | 13.2% | $1.05万 | 加仓 |
| NBTB | NBT BANCORP INC | $9.04万 | 0.02% | 1,831 | 1 | 0.1% | $49 | 加仓 |
| SNDK | SANDISK CORP | $9.10万 | 0.02% | 40 | 6 | 17.6% | $1.36万 | 加仓 |
| IJK | ISHARES TR | $9.22万 | 0.02% | 785 | -95 | -10.8% | -$1.12万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $9.26万 | 0.02% | 566 | -6 | -1.0% | -$981 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $9.38万 | 0.02% | 320 | 2 | 0.6% | $586 | 加仓 |
| INTC | INTEL CORP | $9.38万 | 0.02% | 672 | 499 | 288.4% | $6.97万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9.38万 | 0.02% | 1,737 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $9.48万 | 0.02% | 186 | 38 | 25.7% | $1.94万 | 加仓 |
| CAT | CATERPILLAR INC | $9.69万 | 0.02% | 91 | 27 | 42.2% | $2.88万 | 加仓 |
| AGG | ISHARES TR | $9.82万 | 0.02% | 992 | -79 | -7.4% | -$7,819 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $9.88万 | 0.02% | 199 | 113 | 131.4% | $5.61万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $9.95万 | 0.02% | 1,057 | 23 | 2.2% | $2,165 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $10.11万 | 0.02% | 1,350 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $10.17万 | 0.02% | 1,251 | 2 | 0.2% | $163 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $10.18万 | 0.02% | 2,102 | -467 | -18.2% | -$2.26万 | 减仓 |
| NGG | NATIONAL GRID PLC | $10.36万 | 0.02% | 1,250 | 1,250 | — | $10.36万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $10.66万 | 0.02% | 1,578 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $10.66万 | 0.02% | 1,175 | 116 | 11.0% | $1.05万 | 加仓 |
| PAYX | PAYCHEX INC | $10.89万 | 0.02% | 1,108 | 22 | 2.0% | $2,163 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $10.92万 | 0.02% | 1,085 | 85 | 8.5% | $8,551 | 加仓 |
| SPYD | SPDR SERIES TRUST | $11.04万 | 0.02% | 2,314 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $11.16万 | 0.02% | 375 | 141 | 60.3% | $4.20万 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $11.33万 | 0.02% | 2,552 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $11.41万 | 0.02% | 863 | -60 | -6.5% | -$7,934 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $11.43万 | 0.02% | 4,809 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $11.44万 | 0.02% | 1,136 | 1,136 | — | $11.44万 | 新建仓 |
| MCO | MOODYS CORP | $11.46万 | 0.02% | 253 | 189 | 295.3% | $8.56万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $11.57万 | 0.02% | 1,882 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $11.59万 | 0.02% | 2,512 | -66 | -2.6% | -$3,046 | 减仓 |
| HD | HOME DEPOT INC | $11.69万 | 0.02% | 331 | -450 | -57.6% | -$15.89万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $11.89万 | 0.02% | 2,217 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $11.98万 | 0.02% | 1,751 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $12.04万 | 0.02% | 1,573 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $12.08万 | 0.02% | 1,059 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $12.08万 | 0.02% | 1,067 | 73 | 7.3% | $8,267 | 加仓 |
| NFLX | NETFLIX INC. | $12.11万 | 0.02% | 1,696 | 41 | 2.5% | $2,927 | 加仓 |
| CLH | CLEAN HARBORS INC | $12.13万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $12.13万 | 0.02% | 1,493 | 135 | 9.9% | $1.10万 | 加仓 |
| CORP | PIMCO ETF TR | $12.19万 | 0.02% | 1,258 | -685 | -35.3% | -$6.64万 | 减仓 |