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 |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | $6.74万 | 0.01% | 774 | -1 | -0.1% | -$87 | 减仓 |
| MPC | MARATHON PETE CORP | $6.60万 | 0.01% | 258 | -40 | -13.4% | -$1.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6.45万 | 0.01% | 1,545 | -218 | -12.4% | -$9,097 | 减仓 |
| COO | COOPER COS INC | $6.33万 | 0.01% | 883 | -232 | -20.8% | -$1.66万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $6.29万 | 0.01% | 5,111 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $6.17万 | 0.01% | 593 | 593 | — | $6.17万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $6.17万 | 0.01% | 162 | 156 | 2,600.0% | $5.94万 | 加仓 |
| IYR | ISHARES TR | $6.13万 | 0.01% | 600 | -73 | -10.8% | -$7,464 | 减仓 |
| SEIC | SEI INVTS CO | $6.11万 | 0.01% | 697 | 5 | 0.7% | $439 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6.11万 | 0.01% | 1,082 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO EXCH TRADED FD TR II | $6.04万 | 0.01% | 3,305 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $6.03万 | 0.01% | 1,483 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5.90万 | 0.01% | 2,851 | -104 | -3.5% | -$2,153 | 减仓 |
| URI | UNITED RENTALS INC | $5.78万 | 0.01% | 51 | 7 | 15.9% | $7,938 | 加仓 |
| SSNC | SS&C TECH HLDGS | $5.71万 | 0.01% | 920 | 52 | 6.0% | $3,227 | 加仓 |
| IJJ | ISHARES TR | $5.64万 | 0.01% | 382 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $5.58万 | 0.01% | 258 | 1 | 0.4% | $216 | 加仓 |
| MGC | VANGUARD WORLD FD | $5.55万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $5.49万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $5.39万 | 0.01% | 356 | 7 | 2.0% | $1,059 | 加仓 |
| WFC | WELLS FARGO & CO | $5.21万 | 0.01% | 631 | 64 | 11.3% | $5,289 | 加仓 |
| ADI | ANALOG DEVICES INC | $5.12万 | 0.01% | 129 | 14 | 12.2% | $5,560 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $5.05万 | 0.01% | 1,082 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $5.04万 | 0.01% | 1,927 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $5.01万 | 0.01% | 147 | 12 | 8.9% | $4,092 | 加仓 |
| — | ISHARES ETHEREUM TR | $5.00万 | 0.01% | 4,205 | 4,205 | — | $5.00万 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $4.94万 | 0.01% | 2,212 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $4.90万 | 0.01% | 477 | -24 | -4.8% | -$2,467 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4.88万 | 0.01% | 218 | 25 | 13.0% | $5,599 | 加仓 |
| AZN | ASTRAZENECA PLC | $4.76万 | 0.01% | 251 | 126 | 100.8% | $2.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $4.71万 | 0.01% | 158 | 28 | 21.5% | $8,346 | 加仓 |
| BLK | BLACKROCK INC | $4.62万 | 0.01% | 48 | 25 | 108.7% | $2.40万 | 加仓 |
| ITA | ISHARES TR | $4.61万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $4.60万 | 0.01% | 324 | -14 | -4.1% | -$1,986 | 减仓 |
| DG | DOLLAR GEN CORP | $4.58万 | 0.01% | 398 | 129 | 48.0% | $1.48万 | 加仓 |
| IDXX | IDEXX LABS INC | $4.58万 | 0.01% | 87 | 9 | 11.5% | $4,738 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $4.56万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $4.31万 | 0.01% | 315 | 163 | 107.2% | $2.23万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $4.23万 | 0.01% | 254 | 26 | 11.4% | $4,334 | 加仓 |
| ITT | ITT INC | $4.23万 | 0.01% | 214 | -7 | -3.2% | -$1,384 | 减仓 |
| IWR | ISHARES TR | $4.18万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $4.13万 | 0.01% | 684 | 124 | 22.1% | $7,490 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $4.10万 | 0.01% | 381 | 30 | 8.5% | $3,225 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $4.09万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.06万 | 0.01% | 290 | 53 | 22.4% | $7,418 | 加仓 |
| DEO | DIAGEO PLC | $4.02万 | 0.01% | 500 | -50 | -9.1% | -$4,019 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.94万 | 0.01% | 684 | -6 | -0.9% | -$346 | 减仓 |
| SHY | ISHARES TR | $3.92万 | 0.01% | 477 | 477 | — | $3.92万 | 新建仓 |
| PICK | ISHARES INC | $3.89万 | 0.01% | 669 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $3.86万 | 0.01% | 215 | 57 | 36.1% | $1.02万 | 加仓 |
| EQT | EQT CORP | $3.83万 | 0.01% | 720 | -289 | -28.6% | -$1.54万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $3.73万 | 0.01% | 483 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.67万 | 0.01% | 95 | -5 | -5.0% | -$1,934 | 减仓 |
| VXF | VANGUARD INDEX FDS | $3.62万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $3.62万 | 0.01% | 173 | 65 | 60.2% | $1.36万 | 加仓 |
| CVS | CVS HEALTH CORP | $3.61万 | 0.01% | 349 | 164 | 88.6% | $1.70万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3.57万 | 0.01% | 1,399 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $3.42万 | 0.01% | 275 | 36 | 15.1% | $4,480 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $3.35万 | 0.01% | 215 | 3 | 1.4% | $468 | 加仓 |
| PSK | SPDR SERIES TRUST | $3.32万 | 0.01% | 1,087 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.32万 | 0.01% | 122 | 15 | 14.0% | $4,079 | 加仓 |
| OMC | OMNICOM GROUP INC | $3.31万 | 0.01% | 455 | 32 | 7.6% | $2,331 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3.25万 | 0.01% | 302 | 17 | 6.0% | $1,832 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $3.24万 | 0.01% | 256 | 213 | 495.3% | $2.70万 | 加仓 |
| GSK | GSK PLC | $3.21万 | 0.01% | 613 | 613 | — | $3.21万 | 新建仓 |
| PFE | PFIZER INC | $3.21万 | 0.01% | 1,331 | 65 | 5.1% | $1,565 | 加仓 |
| WM | WASTE MGMT INC DEL | $3.16万 | 0.01% | 142 | 3 | 2.2% | $669 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3.14万 | 0.01% | 200 | -231 | -53.6% | -$3.63万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $3.12万 | 0.01% | 88 | -11 | -11.1% | -$3,897 | 减仓 |
| ROL | ROLLINS INC | $3.11万 | 0.01% | 745 | 517 | 226.8% | $2.16万 | 加仓 |
| PSA | PUBLIC STORAGE | $3.06万 | 0.01% | 96 | 53 | 123.3% | $1.69万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $3.03万 | 0.01% | 1,213 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $3.03万 | 0.01% | 66 | 7 | 11.9% | $3,211 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3.02万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $3.01万 | 0.01% | 969 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $2.96万 | 0.01% | 166 | 16 | 10.7% | $2,852 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2.95万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $2.92万 | 0.01% | 550 | -400 | -42.1% | -$2.12万 | 减仓 |
| WSO | WATSCO INC | $2.92万 | 0.01% | 70 | 2 | 2.9% | $833 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $2.92万 | 0.01% | 603 | 3 | 0.5% | $145 | 加仓 |
| USIG | ISHARES TR | $2.90万 | 0.01% | 566 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2.90万 | 0.01% | 152 | 31 | 25.6% | $5,905 | 加仓 |
| ALAB | ASTERA LABS INC | $2.85万 | 0.01% | 59 | 0 | 0.0% | — | 重新持有 |
| EMXC | ISHARES INC | $2.81万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $2.81万 | 0.01% | 39 | -17 | -30.4% | -$1.22万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.80万 | 0.01% | 29 | 10 | 52.6% | $9,650 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $2.72万 | 0.01% | 1,174 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $2.69万 | 0.01% | 322 | -69 | -17.6% | -$5,767 | 减仓 |
| ALL | ALLSTATE CORP | $2.64万 | 0.01% | 111 | 25 | 29.1% | $5,949 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $2.60万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2.52万 | 0.00% | 506 | 45 | 9.8% | $2,242 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.52万 | 0.00% | 33 | 27 | 450.0% | $2.06万 | 加仓 |
| CBRE | CBRE GROUP INC | $2.51万 | 0.00% | 186 | 11 | 6.3% | $1,482 | 加仓 |
| CRWV | COREWEAVE INC | $2.49万 | 0.00% | 250 | 39 | 18.5% | $3,882 | 加仓 |
| VHT | VANGUARD WORLD FD | $2.48万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $2.47万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $2.46万 | 0.00% | 325 | -9 | -2.7% | -$681 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.45万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $2.45万 | 0.00% | 1,032 | 996 | 2,766.7% | $2.36万 | 加仓 |
| IBMP | ISHARES TR | $2.45万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |