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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $580.54万 | 1.15% | 7,774 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $607.69万 | 1.20% | 259,252 | 40,810 | 18.7% | $95.66万 | 加仓 |
| VB | VANGUARD INDEX FDS | $618.58万 | 1.22% | 20,407 | -2,952 | -12.6% | -$89.48万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $630.61万 | 1.25% | 169,245 | -1,847 | -1.1% | -$6.88万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $728.55万 | 1.44% | 263,014 | -4,345 | -1.6% | -$12.04万 | 减仓 |
| USRT | ISHARES TR | $772.38万 | 1.53% | 116,234 | 7,960 | 7.4% | $52.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $815.80万 | 1.61% | 22,046 | 4,005 | 22.2% | $148.20万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $834.12万 | 1.65% | 103,572 | 4,918 | 5.0% | $39.61万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $869.30万 | 1.72% | 69,678 | 2,064 | 3.1% | $25.75万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1,005.59万 | 1.99% | 29,688 | -2,127 | -6.7% | -$72.05万 | 减仓 |
| IVV | ISHARES TR | $1,320.37万 | 2.61% | 17,631 | 1,682 | 10.5% | $125.96万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,640.57万 | 3.25% | 216,777 | 24,840 | 12.9% | $187.99万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,853.77万 | 3.67% | 396,019 | -28,740 | -6.8% | -$134.53万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,892.04万 | 3.74% | 183,604 | 14,811 | 8.8% | $152.63万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,892.45万 | 3.75% | 320,863 | -8,277 | -2.5% | -$48.82万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,906.54万 | 3.77% | 267,585 | -3,197 | -1.2% | -$22.78万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,199.37万 | 4.35% | 278,295 | -8,107 | -2.8% | -$64.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,605.64万 | 5.16% | 37,938 | 455 | 1.2% | $31.25万 | 加仓 |
| IEFA | ISHARES TR | $2,635.89万 | 5.22% | 272,923 | 18,174 | 7.1% | $175.52万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3,877.59万 | 7.67% | 427,094 | 326 | 0.1% | $2.96万 | 加仓 |