Rialto Wealth Management, LLC
SYRACUSE NY · SEC CIK 0002054966
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $4.16万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $4.10万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $4.09万 | 0.01% | 550 | -15 | -2.7% | -$1,117 | 减仓 |
| PGR | PROGRESSIVE CORP | $3.98万 | 0.01% | 201 | 8 | 4.1% | $1,586 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $3.97万 | 0.01% | 191 | 6 | 3.2% | $1,249 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.95万 | 0.01% | 228 | 5 | 2.2% | $867 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.92万 | 0.01% | 193 | 21 | 12.2% | $4,267 | 加仓 |
| ALB | ALBEMARLE CORP | $3.88万 | 0.01% | 216 | 112 | 107.7% | $2.01万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.84万 | 0.01% | 86 | 83 | 2,766.7% | $3.71万 | 加仓 |
| PICK | ISHARES INC | $3.79万 | 0.01% | 669 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $3.69万 | 0.01% | 667 | -1,090 | -62.0% | -$6.03万 | 重新持有 |
| IWR | ISHARES TR | $3.69万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $3.68万 | 0.01% | 25 | 2 | 8.7% | $2,945 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $3.68万 | 0.01% | 566 | 304 | 116.0% | $1.98万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3.66万 | 0.01% | 115 | 5 | 4.5% | $1,591 | 加仓 |
| COP | CONOCOPHILLIPS | $3.64万 | 0.01% | 276 | 172 | 165.4% | $2.27万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3.58万 | 0.01% | 1,399 | -73 | -5.0% | -$1,870 | 减仓 |
| PFE | PFIZER INC | $3.56万 | 0.01% | 1,266 | 97 | 8.3% | $2,724 | 加仓 |
| GOVT | ISHARES TR | $3.50万 | 0.01% | 1,526 | -2,249 | -59.6% | -$5.15万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3.45万 | 0.01% | 351 | 321 | 1,070.0% | $3.16万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $3.40万 | 0.01% | 483 | -339 | -41.2% | -$2.39万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $3.40万 | 0.01% | 99 | 2 | 2.1% | $686 | 加仓 |
| PSK | SPDR SERIES TRUST | $3.35万 | 0.01% | 1,087 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $3.21万 | 0.01% | 44 | 2 | 4.8% | $1,459 | 加仓 |
| INTU | INTUIT | $3.20万 | 0.01% | 74 | 1 | 1.4% | $432 | 加仓 |
| WM | WASTE MGMT INC DEL | $3.19万 | 0.01% | 139 | 13 | 10.3% | $2,987 | 加仓 |
| DG | DOLLAR GEN CORP | $3.19万 | 0.01% | 269 | -79 | -22.7% | -$9,380 | 减仓 |
| OMC | OMNICOM GROUP INC | $3.19万 | 0.01% | 423 | 1 | 0.2% | $75 | 加仓 |
| PWR | QUANTA SVCS INC | $3.07万 | 0.01% | 56 | 3 | 5.7% | $1,647 | 加仓 |
| VXF | VANGUARD INDEX FDS | $3.03万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $3.01万 | 0.01% | 830 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $3.00万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2.93万 | 0.01% | 100 | 62 | 163.2% | $1.82万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $2.92万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $2.91万 | 0.01% | 560 | 22 | 4.1% | $1,144 | 加仓 |
| ASML | ASML HLDG NV | $2.91万 | 0.01% | 22 | 3 | 15.8% | $3,963 | 加仓 |
| USIG | ISHARES TR | $2.90万 | 0.01% | 566 | 566 | — | $2.90万 | 新建仓 |
| CMI | CUMMINS INC | $2.85万 | 0.01% | 53 | 1 | 1.9% | $538 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.85万 | 0.01% | 158 | 11 | 7.5% | $1,982 | 加仓 |
| MCO | MOODYS CORP | $2.79万 | 0.01% | 64 | 40 | 166.7% | $1.75万 | 加仓 |
| SYY | SYSCO CORP | $2.79万 | 0.01% | 391 | 26 | 7.1% | $1,855 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $2.79万 | 0.01% | 1,213 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2.73万 | 0.01% | 186 | 107 | 135.4% | $1.57万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2.71万 | 0.01% | 292 | 101 | 52.9% | $9,381 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2.70万 | 0.01% | 969 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.69万 | 0.01% | 237 | 20 | 9.2% | $2,268 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $2.69万 | 0.01% | 212 | 8 | 3.9% | $1,013 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2.64万 | 0.01% | 163 | 113 | 226.0% | $1.83万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $2.62万 | 0.01% | 59 | -1 | -1.7% | -$444 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $2.60万 | 0.01% | 522 | 80 | 18.1% | $3,983 | 加仓 |
| SFL | SFL CORPORATION LTD | $2.58万 | 0.01% | 2,393 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $2.58万 | 0.01% | 126 | 1 | 0.8% | $204 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2.57万 | 0.01% | 285 | -139 | -32.8% | -$1.25万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2.53万 | 0.01% | 6 | 1 | 20.0% | $4,210 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.52万 | 0.01% | 37 | 3 | 8.8% | $2,047 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.52万 | 0.01% | 130 | 14 | 12.1% | $2,718 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.52万 | 0.01% | 73 | 6 | 9.0% | $2,071 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $2.51万 | 0.01% | 1,174 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2.47万 | 0.01% | 68 | 3 | 4.6% | $1,091 | 加仓 |
| IBMO | ISHARES TR | $2.47万 | 0.01% | 965 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $2.47万 | 0.01% | 125 | 125 | — | $2.47万 | 新建仓 |
| MDT | MEDTRONIC PLC | $2.46万 | 0.01% | 284 | 23 | 8.8% | $1,993 | 加仓 |
| IBMP | ISHARES TR | $2.45万 | 0.01% | 962 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $2.39万 | 0.01% | 313 | 13 | 4.3% | $992 | 加仓 |
| CBRE | CBRE GROUP INC | $2.37万 | 0.01% | 175 | 148 | 548.1% | $2.00万 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $2.33万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $2.33万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.31万 | 0.01% | 234 | 3 | 1.3% | $297 | 加仓 |
| DHR | DANAHER CORP DEL | $2.29万 | 0.01% | 121 | -3 | -2.4% | -$569 | 减仓 |
| VHT | VANGUARD WORLD FD | $2.26万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.21万 | 0.00% | 23 | 18 | 360.0% | $1.73万 | 加仓 |
| LRGF | ISHARES TR | $2.20万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2.16万 | 0.00% | 135 | 13 | 10.7% | $2,084 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2.16万 | 0.00% | 80 | 8 | 11.1% | $2,164 | 加仓 |
| EMXC | ISHARES INC | $2.16万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $2.16万 | 0.00% | 34 | 3 | 9.7% | $1,906 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $2.15万 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2.12万 | 0.00% | 461 | 24 | 5.5% | $1,103 | 加仓 |
| DNN | DENISON MINES CORP | $2.12万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $2.11万 | 0.00% | 828 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $2.07万 | 0.00% | 12 | 12 | — | $2.07万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.99万 | 0.00% | 152 | 9 | 6.3% | $1,180 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1.95万 | 0.00% | 89 | 13 | 17.1% | $2,847 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.94万 | 0.00% | 240 | 41 | 20.6% | $3,319 | 加仓 |
| MSCI | MSCI INC | $1.94万 | 0.00% | 36 | 2 | 5.9% | $1,078 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.92万 | 0.00% | 394 | 394 | — | $1.92万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $1.92万 | 0.00% | 384 | 384 | — | $1.92万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $1.91万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $1.90万 | 0.00% | 92 | 7 | 8.2% | $1,447 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $1.90万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $1.89万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $1.87万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.87万 | 0.00% | 44 | 14 | 46.7% | $5,955 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1.86万 | 0.00% | 124 | 7 | 6.0% | $1,050 | 加仓 |
| ALL | ALLSTATE CORP | $1.78万 | 0.00% | 86 | 14 | 19.4% | $2,903 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1.78万 | 0.00% | 369 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.78万 | 0.00% | 108 | 74 | 217.6% | $1.22万 | 加仓 |
| ADBE | ADOBE INC | $1.75万 | 0.00% | 72 | 4 | 5.9% | $972 | 加仓 |
| CACI | CACI INTL INC | $1.74万 | 0.00% | 32 | 12 | 60.0% | $6,526 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1.72万 | 0.00% | 210 | 210 | — | $1.72万 | 新建仓 |