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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $62.10万 | 0.12% | 1,102 | -206 | -15.7% | -$11.61万 | 减仓 |
| MUB | ISHARES TR | $61.64万 | 0.12% | 5,728 | -1,310 | -18.6% | -$14.10万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $59.64万 | 0.12% | 5,466 | -147 | -2.6% | -$1.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $57.97万 | 0.11% | 2,660 | -63 | -2.3% | -$1.37万 | 减仓 |
| IBHG | ISHARES TR | $55.49万 | 0.11% | 25,131 | -6,127 | -19.6% | -$13.53万 | 减仓 |
| AMZN | AMAZON COM INC | $54.68万 | 0.11% | 2,294 | 201 | 9.6% | $4.79万 | 加仓 |
| SLQD | ISHARES TR | $54.34万 | 0.11% | 10,789 | -694 | -6.0% | -$3.50万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $52.78万 | 0.10% | 15,067 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $51.21万 | 0.10% | 708 | 81 | 12.9% | $5.86万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $50.85万 | 0.10% | 5,937 | 5,937 | — | $50.85万 | 新建仓 |
| IYW | ISHARES TR | $50.45万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $49.13万 | 0.10% | 5,198 | 1,102 | 26.9% | $10.42万 | 加仓 |
| IWF | ISHARES TR | $47.18万 | 0.09% | 3,800 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $46.48万 | 0.09% | 13,066 | 12,366 | 1,766.6% | $43.99万 | 加仓 |
| VV | VANGUARD INDEX FDS | $45.22万 | 0.09% | 1,315 | 3 | 0.2% | $1,032 | 加仓 |
| VXUS | VANGUARD STAR FDS | $44.64万 | 0.09% | 5,222 | 434 | 9.1% | $3.71万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $43.62万 | 0.09% | 18,420 | -760 | -4.0% | -$1.80万 | 减仓 |
| V | VISA INC | $43.12万 | 0.09% | 1,257 | 244 | 24.1% | $8.37万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $42.42万 | 0.08% | 8,389 | -142 | -1.7% | -$7,181 | 减仓 |
| IWO | ISHARES TR | $42.39万 | 0.08% | 1,076 | -35 | -3.2% | -$1.38万 | 减仓 |
| GOOG | ALPHABET INC | $42.29万 | 0.08% | 1,197 | 104 | 9.5% | $3.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $41.97万 | 0.08% | 1,282 | 97 | 8.2% | $3.18万 | 加仓 |
| PFF | ISHARES TR | $41.96万 | 0.08% | 13,762 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $41.92万 | 0.08% | 4,350 | -2,637 | -37.7% | -$25.41万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $41.04万 | 0.08% | 5,267 | -211 | -3.9% | -$1.64万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $38.38万 | 0.08% | 1,964 | -158 | -7.4% | -$3.09万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.97万 | 0.08% | 795 | 130 | 19.5% | $6.21万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.72万 | 0.07% | 1,773 | 100 | 6.0% | $2.13万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $36.93万 | 0.07% | 1,545 | 19 | 1.2% | $4,541 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $35.97万 | 0.07% | 2,814 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $35.46万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $35.26万 | 0.07% | 4,743 | 315 | 7.1% | $2.34万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $34.85万 | 0.07% | 10,991 | 8,651 | 369.7% | $27.43万 | 加仓 |
| TER | TERADYNE INC | $33.87万 | 0.07% | 700 | -40 | -5.4% | -$1.94万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $33.61万 | 0.07% | 2,324 | -13 | -0.6% | -$1,880 | 减仓 |
| ABBV | ABBVIE INC | $32.86万 | 0.07% | 1,306 | 117 | 9.8% | $2.94万 | 加仓 |
| PEP | PEPSICO INC | $32.52万 | 0.06% | 2,402 | -17 | -0.7% | -$2,302 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $31.19万 | 0.06% | 8,960 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $30.30万 | 0.06% | 2,216 | 13 | 0.6% | $1,777 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $30.24万 | 0.06% | 2,067 | -218 | -9.5% | -$3.19万 | 减仓 |
| IXUS | ISHARES TR | $29.89万 | 0.06% | 3,132 | 3,033 | 3,063.6% | $28.95万 | 加仓 |
| IWB | ISHARES TR | $29.77万 | 0.06% | 727 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $28.95万 | 0.06% | 5,524 | -4,836 | -46.7% | -$25.35万 | 减仓 |
| DIS | DISNEY WALT CO | $28.30万 | 0.06% | 2,940 | 134 | 4.8% | $1.29万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $28.28万 | 0.06% | 4,858 | 976 | 25.1% | $5.68万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $27.91万 | 0.06% | 3,898 | -8 | -0.2% | -$573 | 减仓 |
| LLY | ELI LILLY & CO | $27.63万 | 0.05% | 230 | -4 | -1.7% | -$4,805 | 减仓 |
| BIL | SPDR SERIES TRUST | $26.87万 | 0.05% | 2,932 | -631 | -17.7% | -$5.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $26.24万 | 0.05% | 6,764 | 11 | 0.2% | $427 | 加仓 |
| SPSB | SPDR SERIES TRUST | $25.61万 | 0.05% | 8,534 | 3,005 | 54.3% | $9.02万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $25.01万 | 0.05% | 4,265 | 4,265 | — | $25.01万 | 新建仓 |
| NYM | AB ACTIVE ETFS INC | $25.00万 | 0.05% | 9,949 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $24.86万 | 0.05% | 2,335 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.81万 | 0.05% | 1,692 | 68 | 4.2% | $9,972 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $24.33万 | 0.05% | 1,577 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $23.57万 | 0.05% | 1,204 | -6 | -0.5% | -$1,174 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $23.53万 | 0.05% | 4,669 | -80 | -1.7% | -$4,031 | 减仓 |
| GLDM | WORLD GOLD TR | $23.51万 | 0.05% | 2,960 | 2,960 | — | $23.51万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.31万 | 0.05% | 1,475 | 86 | 6.2% | $1.36万 | 加仓 |
| GOVT | ISHARES TR | $23.04万 | 0.05% | 10,113 | 8,587 | 562.7% | $19.56万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.65万 | 0.04% | 224 | 11 | 5.2% | $1.11万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $22.49万 | 0.04% | 11,465 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $21.91万 | 0.04% | 1,109 | -30 | -2.6% | -$5,928 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $21.09万 | 0.04% | 562 | 12 | 2.2% | $4,504 | 加仓 |
| — | AMERICAN CENTY ETF TR | $20.45万 | 0.04% | 2,750 | 2,750 | — | $20.45万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.42万 | 0.04% | 1,105 | 69 | 6.7% | $1.28万 | 加仓 |
| ILF | ISHARES TR | $20.35万 | 0.04% | 6,029 | 6,029 | — | $20.35万 | 新建仓 |
| EOG | EOG RES INC | $20.10万 | 0.04% | 1,549 | 1,499 | 2,998.0% | $19.45万 | 加仓 |
| AFL | AFLAC INC | $19.79万 | 0.04% | 1,688 | -293 | -14.8% | -$3.44万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $19.55万 | 0.04% | 209 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $19.54万 | 0.04% | 723 | 17 | 2.4% | $4,595 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $19.36万 | 0.04% | 3,855 | 657 | 20.5% | $3.30万 | 加仓 |
| XME | SPDR SERIES TRUST | $19.31万 | 0.04% | 1,806 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $19.16万 | 0.04% | 461 | 233 | 102.2% | $9.68万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $19.05万 | 0.04% | 5,171 | 4,288 | 485.6% | $15.80万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $18.88万 | 0.04% | 9,671 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $18.65万 | 0.04% | 3,538 | 3,538 | — | $18.65万 | 新建仓 |
| AVGO | BROADCOM INC | $18.09万 | 0.04% | 479 | 146 | 43.8% | $5.52万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $17.79万 | 0.04% | 1,516 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ETF TR | $17.69万 | 0.04% | 1,753 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $17.22万 | 0.03% | 4,283 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $17.19万 | 0.03% | 1,791 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $17.11万 | 0.03% | 2,088 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $16.99万 | 0.03% | 1,087 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $16.90万 | 0.03% | 2,052 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $16.82万 | 0.03% | 1,432 | 386 | 36.9% | $4.53万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $16.78万 | 0.03% | 8,239 | -340 | -4.0% | -$6,924 | 减仓 |
| MA | MASTERCARD INCORPORATED | $16.33万 | 0.03% | 318 | 52 | 19.5% | $2.67万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $16.05万 | 0.03% | 2,115 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $15.90万 | 0.03% | 593 | 577 | 3,606.2% | $15.47万 | 加仓 |
| VST | VISTRA CORP | $15.75万 | 0.03% | 993 | 958 | 2,737.1% | $15.20万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $15.50万 | 0.03% | 4,657 | 4,622 | 13,205.7% | $15.39万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $15.22万 | 0.03% | 3,160 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $15.07万 | 0.03% | 1,611 | 3 | 0.2% | $281 | 加仓 |
| IWS | ISHARES TR | $15.03万 | 0.03% | 913 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $14.95万 | 0.03% | 234 | 154 | 192.5% | $9.84万 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $14.79万 | 0.03% | 942 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $14.68万 | 0.03% | 2,660 | 1,993 | 298.8% | $11.00万 | 加仓 |
| IWY | ISHARES TR | $14.53万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $14.27万 | 0.03% | 942 | 391 | 71.0% | $5.92万 | 加仓 |