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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | $42.39万 | 0.08% | 1,076 | -35 | -3.2% | -$1.38万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $42.42万 | 0.08% | 8,389 | -142 | -1.7% | -$7,181 | 减仓 |
| V | VISA INC | $43.12万 | 0.09% | 1,257 | 244 | 24.1% | $8.37万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $43.62万 | 0.09% | 18,420 | -760 | -4.0% | -$1.80万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $44.64万 | 0.09% | 5,222 | 434 | 9.1% | $3.71万 | 加仓 |
| VV | VANGUARD INDEX FDS | $45.22万 | 0.09% | 1,315 | 3 | 0.2% | $1,032 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $46.48万 | 0.09% | 13,066 | 12,366 | 1,766.6% | $43.99万 | 加仓 |
| IWF | ISHARES TR | $47.18万 | 0.09% | 3,800 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $49.13万 | 0.10% | 5,198 | 1,102 | 26.9% | $10.42万 | 加仓 |
| IYW | ISHARES TR | $50.45万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| AVXC | AMERICAN CENTY ETF TR | $50.85万 | 0.10% | 5,937 | 5,937 | — | $50.85万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $51.21万 | 0.10% | 708 | 81 | 12.9% | $5.86万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $52.78万 | 0.10% | 15,067 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $54.34万 | 0.11% | 10,789 | -694 | -6.0% | -$3.50万 | 减仓 |
| AMZN | AMAZON COM INC | $54.68万 | 0.11% | 2,294 | 201 | 9.6% | $4.79万 | 加仓 |
| IBHG | ISHARES TR | $55.49万 | 0.11% | 25,131 | -6,127 | -19.6% | -$13.53万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $57.97万 | 0.11% | 2,660 | -63 | -2.3% | -$1.37万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $59.64万 | 0.12% | 5,466 | -147 | -2.6% | -$1.60万 | 减仓 |
| MUB | ISHARES TR | $61.64万 | 0.12% | 5,728 | -1,310 | -18.6% | -$14.10万 | 减仓 |
| META | META PLATFORMS INC | $62.10万 | 0.12% | 1,102 | -206 | -15.7% | -$11.61万 | 减仓 |
| — | MESOBLAST LTD | $62.91万 | 0.12% | 46,500 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $63.27万 | 0.13% | 23,227 | -6,909 | -22.9% | -$18.82万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $64.03万 | 0.13% | 19,135 | -10 | -0.1% | -$335 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.27万 | 0.13% | 1,158 | 88 | 8.2% | $5.11万 | 加仓 |
| MRK | MERCK & CO INC | $68.04万 | 0.13% | 5,295 | 70 | 1.3% | $8,995 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $70.18万 | 0.14% | 19,425 | -1,459 | -7.0% | -$5.27万 | 减仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $71.90万 | 0.14% | 129,557 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $71.91万 | 0.14% | 9,804 | -65 | -0.7% | -$4,768 | 减仓 |
| HYG | ISHARES TR | $72.15万 | 0.14% | 9,022 | -3,024 | -25.1% | -$24.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.61万 | 0.14% | 1,451 | 22 | 1.5% | $1.10万 | 加仓 |
| GE | GE AEROSPACE | $74.71万 | 0.15% | 1,999 | 18 | 0.9% | $6,727 | 加仓 |
| SHOP | SHOPIFY INC | $75.35万 | 0.15% | 6,599 | 59 | 0.9% | $6,737 | 加仓 |
| AVTR | AVANTOR INC | $75.36万 | 0.15% | 76,119 | -8,370 | -9.9% | -$8.29万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $75.92万 | 0.15% | 1,752 | 63 | 3.7% | $2.73万 | 加仓 |
| IWD | ISHARES TR | $76.03万 | 0.15% | 3,136 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $76.09万 | 0.15% | 2,996 | 40 | 1.4% | $1.02万 | 加仓 |
| ETN | EATON CORP PLC | $76.91万 | 0.15% | 1,805 | -9 | -0.5% | -$3,835 | 减仓 |
| IWN | ISHARES TR | $80.61万 | 0.16% | 3,644 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $81.68万 | 0.16% | 19,802 | -80 | -0.4% | -$3,300 | 减仓 |
| VUG | VANGUARD INDEX FDS | $81.87万 | 0.16% | 9,504 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $82.79万 | 0.16% | 11,278 | -3,118 | -21.7% | -$22.89万 | 减仓 |
| GEV | GE VERNOVA INC | $87.41万 | 0.17% | 744 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $89.29万 | 0.18% | 4,687 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $95.59万 | 0.19% | 12,487 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $96.98万 | 0.19% | 41,927 | -9,085 | -17.8% | -$21.01万 | 减仓 |
| GOOGL | ALPHABET INC | $97.67万 | 0.19% | 2,733 | 119 | 4.6% | $4.25万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $102.54万 | 0.20% | 10,811 | 30 | 0.3% | $2,845 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $102.90万 | 0.20% | 1,463 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $104.34万 | 0.21% | 3,314 | 10 | 0.3% | $3,148 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $106.84万 | 0.21% | 28,977 | -1,321 | -4.4% | -$4.87万 | 减仓 |
| — | DBX ETF TR | $109.46万 | 0.22% | 24,637 | 2,533 | 11.5% | $11.25万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $109.74万 | 0.22% | 20,967 | -238 | -1.1% | -$1.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $111.34万 | 0.22% | 15,928 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $113.23万 | 0.22% | 6,893 | 4,753 | 222.1% | $78.08万 | 加仓 |
| AMGN | AMGEN INC | $119.32万 | 0.24% | 3,295 | 7 | 0.2% | $2,535 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $130.18万 | 0.26% | 10,574 | 1,349 | 14.6% | $16.61万 | 加仓 |
| RTX | RTX CORPORATION | $134.94万 | 0.27% | 7,112 | 3 | 0.0% | $569 | 加仓 |
| RXO | RXO INC | $136.69万 | 0.27% | 49,542 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $141.85万 | 0.28% | 47,032 | -345 | -0.7% | -$1.04万 | 减仓 |
| IWM | ISHARES TR | $142.35万 | 0.28% | 4,738 | 42 | 0.9% | $1.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $153.76万 | 0.30% | 2,088 | 39 | 1.9% | $2.87万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $168.36万 | 0.33% | 46,430 | -1,905 | -3.9% | -$6.91万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $169.58万 | 0.34% | 32,807 | -86 | -0.3% | -$4,445 | 减仓 |
| IVE | ISHARES TR | $178.58万 | 0.35% | 7,865 | -25 | -0.3% | -$5,677 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $179.03万 | 0.35% | 1,551 | 164 | 11.8% | $18.93万 | 加仓 |
| SCZ | ISHARES TR | $181.64万 | 0.36% | 22,079 | -2,109 | -8.7% | -$17.35万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $209.93万 | 0.42% | 23,535 | 127 | 0.5% | $1.13万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $219.73万 | 0.43% | 18,466 | -36 | -0.2% | -$4,284 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $222.40万 | 0.44% | 40,430 | 4 | 0.0% | $220 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $225.14万 | 0.45% | 37,718 | -3,842 | -9.2% | -$22.93万 | 减仓 |
| IWV | ISHARES TR | $244.28万 | 0.48% | 5,729 | -138 | -2.4% | -$5.88万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $245.94万 | 0.49% | 25,505 | -1,780 | -6.5% | -$17.16万 | 减仓 |
| IJH | ISHARES TR | $247.49万 | 0.49% | 32,096 | 1 | 0.0% | $77 | 加仓 |
| IBHH | ISHARES TR | $250.89万 | 0.50% | 106,761 | -175 | -0.2% | -$4,113 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $255.95万 | 0.51% | 86,969 | -3,749 | -4.1% | -$11.03万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $260.08万 | 0.51% | 51,419 | 19,114 | 59.2% | $96.68万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $262.87万 | 0.52% | 21,649 | 56 | 0.3% | $6,800 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $268.68万 | 0.53% | 60,568 | -119 | -0.2% | -$5,279 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $277.01万 | 0.55% | 28,709 | -442 | -1.5% | -$4.26万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $278.20万 | 0.55% | 69,324 | -4,856 | -6.5% | -$19.49万 | 减仓 |
| EFA | ISHARES TR | $291.82万 | 0.58% | 28,092 | -395 | -1.4% | -$4.10万 | 减仓 |
| IEMG | ISHARES INC | $299.28万 | 0.59% | 36,127 | -3,887 | -9.7% | -$32.20万 | 减仓 |
| AN | AUTONATION INC | $306.72万 | 0.61% | 16,509 | 2 | 0.0% | $372 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $309.84万 | 0.61% | 128,351 | 3,659 | 2.9% | $8.83万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $319.54万 | 0.63% | 41,824 | 41,824 | — | $319.54万 | 新建仓 |
| IJR | ISHARES TR | $331.65万 | 0.66% | 22,362 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $339.52万 | 0.67% | 117,236 | -3,244 | -2.7% | -$9.39万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $362.60万 | 0.72% | 161,516 | 51,860 | 47.3% | $116.43万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $387.37万 | 0.77% | 95,318 | 16,877 | 21.5% | $68.59万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $398.38万 | 0.79% | 16,395 | -267 | -1.6% | -$6.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $407.90万 | 0.81% | 10,935 | -150 | -1.4% | -$5.60万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $420.75万 | 0.83% | 39,578 | -842 | -2.1% | -$8.95万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $421.98万 | 0.84% | 51,056 | -4,000 | -7.3% | -$33.06万 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $437.24万 | 0.87% | 42,042 | 16,413 | 64.0% | $170.70万 | 加仓 |
| — | VANGUARD MALVERN FDS | $439.94万 | 0.87% | 85,775 | 17,264 | 25.2% | $88.55万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $469.37万 | 0.93% | 61,252 | 24,654 | 67.4% | $188.92万 | 加仓 |
| AAPL | APPLE INC | $529.03万 | 1.05% | 18,283 | 168 | 0.9% | $4.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $540.30万 | 1.07% | 27,003 | 660 | 2.5% | $13.21万 | 加仓 |
| VO | VANGUARD INDEX FDS | $544.07万 | 1.08% | 67,527 | -4,289 | -6.0% | -$34.56万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $571.76万 | 1.13% | 118,821 | -4,207 | -3.4% | -$20.24万 | 减仓 |