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
Z ZILLOW GROUP INC $420.00%1 -14-93.3% -$588 减仓
ZG ZILLOW GROUP INC $420.00%1 -1-50.0% -$42 减仓
TPG TPG INC $410.00%1 -22-95.7% -$902 减仓
CSGP COSTAR GROUP INC $410.00%1 -3-75.0% -$123 减仓
EOSE EOS ENERGY ENTERPRISES INC $400.00%8 114.3% $5 加仓
— CLEARWAY ENERGY INC $400.00%1 00.0% — 不变
DXC DXC TECHNOLOGY CO $380.00%3 -5-62.5% -$63 减仓
GLIBK GCI LIBERTY INC $380.00%1 00.0% — 不变
PINS PINTEREST INC $370.00%2 -36-94.7% -$666 减仓
BRKR BRUKER CORP $370.00%1 -7-87.5% -$259 减仓
AGIO AGIOS PHARMACEUTICALS INC $340.00%1 -1-50.0% -$34 减仓
IDYA IDEAYA BIOSCIENCES INC $340.00%1 1— $34 新建仓
EE EXCELERATE ENERGY INC $340.00%1 1— $34 新建仓
PRKS UNITED PARKS & RESORTS INC $330.00%1 -2-66.7% -$66 减仓
— DIGITALBRIDGE GROUP INC $310.00%2 00.0% — 不变
TOST TOAST INC $270.00%1 -10-90.9% -$270 减仓
BEAM BEAM THERAPEUTICS INC $240.00%1 -4-80.0% -$96 减仓
CPB THE CAMPBELLS COMPANY $230.00%1 -56-98.2% -$1,288 减仓
PLUG PLUG PWR INC $230.00%10 00.0% — 不变
HGTY HAGERTY INC $220.00%2 -8-80.0% -$88 减仓
QS QUANTUMSCAPE CORP $200.00%3 -13-81.2% -$87 减仓
LION LIONSGATE STUDIOS CORP $200.00%2 00.0% — 不变
PGNY PROGYNY INC $170.00%1 -1-50.0% -$17 减仓
KD KYNDRYL HLDGS INC $140.00%1 -9-90.0% -$126 减仓
GTM ZOOMINFO TECHNOLOGIES INC $120.00%2 -16-88.9% -$96 减仓
TRIP TRIPADVISOR INC $110.00%1 -5-83.3% -$55 减仓
PRGO PERRIGO CO PLC $110.00%1 -3-75.0% -$33 重新持有
FLO FLOWERS FOODS INC $90.00%1 -223-99.6% -$2,007 减仓
CCC CCC INTELLIGENT SOLUTIONS HL $60.00%1 -77-98.7% -$462 重新持有
OPEN OPENDOOR TECHNOLOGIES INC $50.00%1 1— $5 新建仓
VOT VANGUARD INDEX FDS $00.00%0 -383-100.0% -$10.69万 清仓
SLYG SPDR SERIES TRUST $00.00%0 -832-100.0% -$7.84万 清仓
SCHI SCHWAB STRATEGIC TR $00.00%0 -2,536-100.0% -$5.83万 清仓
FUTY FIDELITY COVINGTON TRUST $00.00%0 -753-100.0% -$4.16万 清仓
FBND FIDELITY MERRIMACK STR TR $00.00%0 -702-100.0% -$3.23万 清仓
XBI SPDR SERIES TRUST $00.00%0 —— — 申报中断
AZN ASTRAZENECA PLC $00.00%0 -125-100.0% -$2.30万 清仓
— APTERA MOTORS CORP $00.00%0 —— — 申报中断
— MAGIC SOFTWARE ENTERPRISES L $00.00%0 -510-100.0% -$1.31万 清仓
TDIV FIRST TR EXCHANGE TRADED FD $00.00%0 -119-100.0% -$1.15万 清仓
ALAB ASTERA LABS INC $00.00%0 —— — 申报中断
PAAS PAN AMERN SILVER CORP $00.00%0 -180-100.0% -$9,326 清仓
TSEM TOWER SEMICONDUCTOR LTD $00.00%0 -78-100.0% -$9,159 清仓
FJAN FIRST TR EXCHNG TRADED FD VI $00.00%0 -150-100.0% -$7,763 清仓
LQD ISHARES TR $00.00%0 -38-100.0% -$4,188 清仓
RXRX RECURSION PHARMACEUTICALS IN $00.00%0 -772-100.0% -$3,158 清仓
MSOS ADVISORSHARES TR $00.00%0 -587-100.0% -$2,771 清仓
— VENTYX BIOSCIENCES INC $00.00%0 -296-100.0% -$2,673 清仓
— COMERICA INC $00.00%0 -22-100.0% -$1,913 清仓
FICO FAIR ISAAC CORP $00.00%0 -1-100.0% -$1,691 清仓
— CADENCE BANK $00.00%0 -37-100.0% -$1,586 清仓
ZS ZSCALER INC $00.00%0 -7-100.0% -$1,575 清仓
— SYNOVUS FINL CORP $00.00%0 -29-100.0% -$1,452 清仓
SITC SITE CTRS CORP $00.00%0 —— — 申报中断
TDG TRANSDIGM GROUP INC $00.00%0 —— — 申报中断
FDS FACTSET RESH SYS INC $00.00%0 -4-100.0% -$1,161 清仓
SPH SUBURBAN PROPANE PARTNERS L $00.00%0 -60-100.0% -$1,113 清仓
— FRONTIER COMMUNICATIONS PARE $00.00%0 -27-100.0% -$1,028 清仓
PVAL PUTNAM ETF TRUST $00.00%0 -22-100.0% -$1,003 清仓
— REV GROUP INC $00.00%0 -16-100.0% -$973 清仓
TYL TYLER TECHNOLOGIES INC $00.00%0 —— — 申报中断
SOBO SOUTH BOW CORP $00.00%0 -31-100.0% -$852 清仓
— AMCOR PLC $00.00%0 -19-100.0% -$784 清仓
— EXACT SCIENCES CORP $00.00%0 -7-100.0% -$711 清仓
RDDT REDDIT INC $00.00%0 —— — 申报中断
STEP STEPSTONE GROUP INC $00.00%0 —— — 申报中断
PTON PELOTON INTERACTIVE INC $00.00%0 —— — 申报中断
QTRX QUANTERIX CORP $00.00%0 -96-100.0% -$611 清仓
— AVIDITY BIOSCIENCES INC $00.00%0 -8-100.0% -$578 清仓
NAVN NAVAN INC $00.00%0 -32-100.0% -$547 清仓
— SIGA TECHNOLOGIES INC $00.00%0 -89-100.0% -$544 清仓
JJSF J & J SNACK FOODS CORP $00.00%0 -6-100.0% -$543 清仓
MAN MANPOWERGROUP INC WIS $00.00%0 -18-100.0% -$536 清仓
LXEO LEXEO THERAPEUTICS INC $00.00%0 —— — 申报中断
— ASTRIA THERAPEUTICS INC $00.00%0 -40-100.0% -$524 清仓
BLZE BACKBLAZE INC $00.00%0 -111-100.0% -$518 清仓
RHI ROBERT HALF INC. $00.00%0 —— — 申报中断
GEO GEO GROUP INC NEW $00.00%0 —— — 申报中断
— GREENE CNTY BANCORP INC $00.00%0 —— — 申报中断
SMMT SUMMIT THERAPEUTICS INC $00.00%0 —— — 申报中断
VMRK EQUITY RESIDENTIAL $00.00%0 —— — 申报中断
POOL POOL CORP $00.00%0 -2-100.0% -$458 清仓
IVVD INVIVYD INC $00.00%0 -178-100.0% -$440 清仓
CHE CHEMED CORP NEW $00.00%0 —— — 申报中断
QLYS QUALYS INC $00.00%0 —— — 申报中断
ICLR ICON PLC $00.00%0 —— — 申报中断
BMI BADGER METER INC $00.00%0 —— — 申报中断
— DAYFORCE INC $00.00%0 -5-100.0% -$346 清仓
RGEN REPLIGEN CORP $00.00%0 —— — 申报中断
FG F&G ANNUITIES & LIFE INC $00.00%0 —— — 申报中断
ERIE ERIE INDTY CO $00.00%0 —— — 申报中断
DKNG DRAFTKINGS INC NEW $00.00%0 —— — 申报中断
HLNE HAMILTON LANE INC $00.00%0 -2-100.0% -$269 清仓
CNR CORE NATURAL RESOURCES INC $00.00%0 —— — 申报中断
DOCS DOXIMITY INC $00.00%0 -6-100.0% -$266 清仓
CVLT COMMVAULT SYS INC $00.00%0 —— — 申报中断
APPF APPFOLIO INC $00.00%0 —— — 申报中断
CHDN CHURCHILL DOWNS INC $00.00%0 -2-100.0% -$228 清仓
RH RH $00.00%0 -1-100.0% -$180 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 -5-100.0% -$174 清仓