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 |
|---|---|---|---|---|---|---|---|---|
| SPHY | SPDR SERIES TRUST | $509.41万 | 1.14% | 218,442 | 59,010 | 37.0% | $137.61万 | 加仓 |
| VO | VANGUARD INDEX FDS | $515.60万 | 1.16% | 17,954 | -2,428 | -11.9% | -$69.73万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $575.03万 | 1.29% | 123,028 | -38,588 | -23.9% | -$180.36万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $578.78万 | 1.30% | 18,041 | 8,944 | 98.3% | $286.94万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $607.89万 | 1.37% | 171,092 | -941 | -0.5% | -$3.34万 | 减仓 |
| VB | VANGUARD INDEX FDS | $611.82万 | 1.37% | 23,359 | -624 | -2.6% | -$16.34万 | 减仓 |
| USRT | ISHARES TR | $640.88万 | 1.44% | 108,274 | 9,753 | 9.9% | $57.73万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $661.71万 | 1.49% | 267,359 | -1,634 | -0.6% | -$4.04万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $731.81万 | 1.64% | 98,654 | 25,658 | 35.1% | $190.33万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $746.93万 | 1.68% | 67,614 | 15,986 | 31.0% | $176.60万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $938.92万 | 2.11% | 31,815 | -413 | -1.3% | -$12.19万 | 减仓 |
| IVV | ISHARES TR | $1,041.80万 | 2.34% | 15,949 | 767 | 5.1% | $50.10万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,452.00万 | 3.26% | 191,937 | 10,137 | 5.6% | $76.69万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,685.57万 | 3.79% | 168,793 | 53,379 | 46.3% | $533.04万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,735.17万 | 3.90% | 270,782 | -5,125 | -1.9% | -$32.84万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,960.03万 | 4.40% | 329,140 | 29,629 | 9.9% | $176.44万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,994.24万 | 4.48% | 424,759 | 36,960 | 9.5% | $173.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,239.81万 | 5.03% | 37,483 | 191 | 0.5% | $11.41万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,270.31万 | 5.10% | 286,402 | 17,793 | 6.6% | $141.05万 | 加仓 |
| IEFA | ISHARES TR | $2,306.24万 | 5.18% | 254,749 | 18,636 | 7.9% | $168.71万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3,374.03万 | 7.58% | 426,768 | 17,381 | 4.2% | $137.41万 | 加仓 |