13F 机构持仓

Rialto Wealth Management, LLC

SYRACUSE NY · SEC CIK 0002054966

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.05亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPTM 7.6%
IEFA 5.2%
VCSH 5.1%
VOO 5.0%
VMBS 4.5%
VGIT 4.4%
VEA 3.9%
AVDV 3.8%
VBIL 3.3%
IVV 2.3%

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
ATOM ATOMERA INC $4920.00%129 129— $492 新建仓
TRNO TERRENO RLTY CORP $4920.00%8 8— $492 新建仓
DRS LEONARDO DRS INC $4900.00%11 110.0% $45 加仓
O REALTY INCOME CORP $4900.00%8 -1-11.1% -$61 重新持有
MAA MID-AMER APT CMNTYS INC $4890.00%4 -4-50.0% -$489 减仓
FULT FULTON FINL CORP PA $4890.00%24 12100.0% $244 加仓
BAX BAXTER INTL INC $4880.00%29 -404-93.3% -$6,798 减仓
CCI CROWN CASTLE INC $4880.00%6 -11-64.7% -$895 减仓
PDM PIEDMONT REALTY TRUST INC $4870.00%74 00.0% — 不变
HXL HEXCEL CORP NEW $4860.00%6 00.0% — 不变
CVCO CAVCO INDS INC DEL $4850.00%1 00.0% — 不变
OPCH OPTION CARE HEALTH INC $4850.00%18 428.6% $108 加仓
ESS ESSEX PPTY TR INC $4840.00%2 00.0% — 不变
RBA RB GLOBAL INC $4800.00%5 00.0% — 重新持有
SKT TANGER INC $4760.00%14 14— $476 新建仓
ECG EVERUS CONSTR GROUP $4730.00%4 2100.0% $236 加仓
LKQ LKQ CORP $4700.00%16 -6-27.3% -$176 减仓
EMB ISHARES TR $4700.00%5 00.0% — 不变
BXP BXP INC $4680.00%9 -6-40.0% -$312 减仓
KGS KODIAK GAS SVCS INC $4670.00%8 114.3% $58 加仓
LCID LUCID GROUP INC $4670.00%49 49— $467 新建仓
— LIVEPERSON INC $4670.00%183 183— $467 新建仓
SLGN SILGAN HLDGS INC $4660.00%12 9300.0% $350 重新持有
EEFT EURONET WORLDWIDE INC $4650.00%7 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ IN $4650.00%10 00.0% — 不变
TDS TELEPHONE & DATA SYS INC $4640.00%11 110.0% $42 加仓
— OPEN LENDING CORP $4640.00%371 371— $464 新建仓
NXH BED BATH & BEYOND INC $4640.00%100 100— $464 新建仓
MSM MSC INDL DIRECT INC $4620.00%5 00.0% — 不变
FELE FRANKLIN ELEC INC $4610.00%5 125.0% $92 加仓
SOUN SOUNDHOUND AI INC $4610.00%67 67— $461 新建仓
DDD 3D SYS CORP DEL $4550.00%242 242— $455 新建仓
TTD THE TRADE DESK INC $4540.00%20 18900.0% $409 重新持有
OKLO OKLO INC $4470.00%9 00.0% — 不变
BOH BANK HAWAII CORP $4460.00%6 250.0% $149 加仓
SHC SOTERA HEALTH CO $4450.00%31 1047.6% $144 加仓
LIVN LIVANOVA PLC $4450.00%7 375.0% $191 加仓
CLSK CLEANSPARK INC $4430.00%52 510.6% $43 加仓
AGNC AGNC INVT CORP $4420.00%44 44— $442 新建仓
PD PAGERDUTY INC $4410.00%71 71— $441 新建仓
FNKO FUNKO INC $4410.00%140 140— $441 新建仓
SERV SERVE ROBOTICS INC $4390.00%52 52— $439 新建仓
AIR AAR CORP $4380.00%4 133.3% $110 加仓
TBCH TURTLE BEACH CORP $4370.00%43 00.0% — 不变
AVNT AVIENT CORPORATION $4360.00%12 9300.0% $327 加仓
ENVX ENOVIX CORPORATION $4360.00%84 84— $436 新建仓
BANF BANCFIRST CORP $4340.00%4 2100.0% $217 加仓
H HYATT HOTELS CORP $4320.00%3 00.0% — 不变
OWL BLUE OWL CAPITAL INC $4300.00%47 2074.1% $183 重新持有
DOCN DIGITALOCEAN HLDGS INC $4290.00%5 00.0% — 不变
ENR ENERGIZER HLDGS INC $4270.00%26 00.0% — 不变
WHD CACTUS INC $4270.00%9 7350.0% $332 加仓
REXR REXFORD INDL RLTY INC $4260.00%13 13— $426 新建仓
— KULR TECHNOLOGY GROUP INC $4250.00%179 179— $425 新建仓
JOBY JOBY AVIATION INC $4220.00%51 51— $422 新建仓
CROX CROCS INC $4160.00%5 125.0% $83 加仓
QMCO QUANTUM CORP $4140.00%87 45107.1% $214 重新持有
JEF JEFFERIES FINANCIAL GROUP IN $4130.00%10 -17-63.0% -$702 减仓
CART MAPLEBEAR INC $4130.00%11 -2-15.4% -$75 减仓
MWA MUELLER WTR PRODS INC $4130.00%15 550.0% $138 加仓
CBU COMMUNITY FINANCIAL SYSTEM I $4110.00%7 00.0% — 不变
PHIN PHINIA INC $4110.00%6 6— $411 新建仓
SDRL SEADRILL LTD $4100.00%9 112.5% $46 加仓
DIOD DIODES INC $4100.00%6 3100.0% $205 加仓
ACT ENACT HLDGS INC $4090.00%10 00.0% — 不变
BRC BRADY CORP $4070.00%5 125.0% $81 加仓
HOG HARLEY DAVIDSON INC $4050.00%20 10100.0% $202 加仓
TKO TKO GROUP HOLDINGS INC $4040.00%2 00.0% — 不变
BKE BUCKLE INC $4030.00%8 360.0% $151 加仓
UGI UGI CORP NEW $4010.00%11 110.0% $36 加仓
NWS NEWS CORP NEW $4000.00%14 8133.3% $229 加仓
— BAKKT INC $3980.00%54 54— $398 新建仓
SKYD PARAMOUNT SKYDANCE CORP $3970.00%44 44— $397 新建仓
CALM CAL MAINE FOODS INC $3960.00%5 -4-44.4% -$317 减仓
KLIC KULICKE & SOFFA INDS INC $3950.00%6 120.0% $66 加仓
— QUANTUM SI INC $3940.00%509 509— $394 新建仓
HGV HILTON GRAND VACATIONS INC $3920.00%10 111.1% $39 加仓
ABG ASBURY AUTOMOTIVE GROUP INC $3910.00%2 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $3910.00%6 5500.0% $326 加仓
TRN TRINITY INDS INC $3870.00%12 19.1% $32 加仓
MTN VAIL RESORTS INC $3850.00%3 150.0% $128 加仓
IBRX IMMUNITYBIO INC $3840.00%50 00.0% — 不变
STRZ STARZ ENTERTAINMENT CORP. $3800.00%33 33— $380 新建仓
SMR NUSCALE PWR CORP $3800.00%35 516.7% $54 重新持有
— SEALED AIR CORP NEW $3790.00%9 00.0% — 不变
KFY KORN FERRY $3780.00%6 250.0% $126 加仓
MIR MIRION TECHNOLOGIES INC $3720.00%20 -4-16.7% -$74 减仓
PLNT PLANET FITNESS MASTER ISSUER $3720.00%5 125.0% $74 加仓
CNK CINEMARK HLDGS INC $3710.00%13 9225.0% $257 加仓
— SERVICE PPTYS TR $3700.00%273 00.0% — 不变
FHB FIRST HAWAIIAN INC $3700.00%15 17.1% $25 加仓
— NET POWER INC $3700.00%237 237— $370 新建仓
OLLI OLLIES BARGAIN OUTLET HLDGS $3690.00%4 2100.0% $184 加仓
NTB BANK OF N T BUTTERFIELD & SO $3680.00%7 116.7% $53 加仓
CXT CRANE NXT CO $3660.00%9 5125.0% $203 加仓
LPX LOUISIANA PAC CORP $3640.00%5 -2-28.6% -$146 减仓
FFBC 1ST FINL BANCORP $3630.00%13 444.4% $112 加仓
EFX EQUIFAX INC $3610.00%2 -2-50.0% -$361 减仓
HUBG HUB GROUP INC $3610.00%10 111.1% $36 加仓
TFX TELEFLEX INCORPORATED $3590.00%3 -5-62.5% -$598 减仓