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 |
|---|---|---|---|---|---|---|---|---|
| — | ARK ETF TR | $1.72万 | 0.00% | 639 | 639 | — | $1.72万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $1.71万 | 0.00% | 120 | 112 | 1,400.0% | $1.59万 | 加仓 |
| RWR | SPDR SERIES TRUST | $1.69万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $1.66万 | 0.00% | 1,868 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $1.65万 | 0.00% | 365 | 322 | 748.8% | $1.45万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $1.64万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $1.63万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| IDR | IDAHO STRATEGIC RESOURCES | $1.61万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $1.60万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $1.59万 | 0.00% | 57 | 16 | 39.0% | $4,468 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1.59万 | 0.00% | 146 | 146 | — | $1.59万 | 新建仓 |
| TMP | TOMPKINS FINL CORP | $1.58万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $1.57万 | 0.00% | 321 | -307 | -48.9% | -$1.50万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1.57万 | 0.00% | 272 | 172 | 172.0% | $9,915 | 加仓 |
| CF | CF INDUSTRIES HOLD | $1.56万 | 0.00% | 120 | 110 | 1,100.0% | $1.43万 | 加仓 |
| NDAQ | NASDAQ INC | $1.55万 | 0.00% | 183 | 159 | 662.5% | $1.35万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.55万 | 0.00% | 218 | 6 | 2.8% | $427 | 加仓 |
| XEL | XCEL ENERGY INC | $1.54万 | 0.00% | 194 | 22 | 12.8% | $1,748 | 加仓 |
| EWC | ISHARES INC | $1.52万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.52万 | 0.00% | 17 | 13 | 325.0% | $1.16万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1.52万 | 0.00% | 52 | 6 | 13.0% | $1,750 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1.51万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.50万 | 0.00% | 53 | 6 | 12.8% | $1,694 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.49万 | 0.00% | 69 | 10 | 16.9% | $2,166 | 加仓 |
| L | LOEWS CORP | $1.49万 | 0.00% | 140 | 9 | 6.9% | $961 | 加仓 |
| LIN | LINDE PLC | $1.49万 | 0.00% | 30 | 22 | 275.0% | $1.09万 | 加仓 |
| NVT | NVENT ELEC PLC | $1.48万 | 0.00% | 125 | 6 | 5.0% | $710 | 加仓 |
| CI | THE CIGNA GROUP | $1.47万 | 0.00% | 55 | 4 | 7.8% | $1,067 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $1.43万 | 0.00% | 200 | 44 | 28.2% | $3,151 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.41万 | 0.00% | 61 | 38 | 165.2% | $8,758 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1.40万 | 0.00% | 193 | -142 | -42.4% | -$1.03万 | 减仓 |
| GHM | GRAHAM CORP | $1.39万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $1.37万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1.36万 | 0.00% | 200 | -312 | -60.9% | -$2.13万 | 减仓 |
| CTVA | CORTEVA INC | $1.36万 | 0.00% | 162 | 22 | 15.7% | $1,842 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.35万 | 0.00% | 230 | 25 | 12.2% | $1,470 | 加仓 |
| INOD | INNODATA INC | $1.35万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.34万 | 0.00% | 64 | 5 | 8.5% | $1,045 | 加仓 |
| CVS | CVS HEALTH CORP | $1.33万 | 0.00% | 185 | 9 | 5.1% | $646 | 加仓 |
| IYF | ISHARES TR | $1.32万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| AVMC | AMERICAN CENTY ETF TR | $1.29万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.26万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.23万 | 0.00% | 94 | 11 | 13.3% | $1,441 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.23万 | 0.00% | 429 | 115 | 36.6% | $3,299 | 加仓 |
| VG | VENTURE GLOBAL INC | $1.23万 | 0.00% | 778 | 778 | — | $1.23万 | 新建仓 |
| ROL | ROLLINS INC | $1.22万 | 0.00% | 228 | 188 | 470.0% | $1.00万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $1.21万 | 0.00% | 1,108 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $1.20万 | 0.00% | 70 | -9 | -11.4% | -$1,549 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $1.20万 | 0.00% | 159 | 159 | — | $1.20万 | 新建仓 |
| TSSI | TSS INC DEL | $1.19万 | 0.00% | 917 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1.19万 | 0.00% | 40 | 36 | 900.0% | $1.07万 | 加仓 |
| ICF | ISHARES TR | $1.17万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $1.16万 | 0.00% | 43 | 9 | 26.5% | $2,438 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1.16万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.15万 | 0.00% | 36 | 28 | 350.0% | $8,976 | 加仓 |
| BORR | BORR DRILLING LTD | $1.15万 | 0.00% | 2,000 | 2,000 | — | $1.15万 | 新建仓 |
| SO | SOUTHERN CO | $1.15万 | 0.00% | 119 | 101 | 561.1% | $9,749 | 加仓 |
| NEM | NEWMONT CORP | $1.15万 | 0.00% | 106 | 23 | 27.7% | $2,490 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1.15万 | 0.00% | 27 | -1 | -3.6% | -$425 | 减仓 |
| TEX | TEREX CORP NEW | $1.14万 | 0.00% | 193 | 15 | 8.4% | $887 | 加仓 |
| CRK | COMSTOCK RES INC | $1.12万 | 0.00% | 531 | 2 | 0.4% | $42 | 加仓 |
| ABSI | ABSCI CORPORATION | $1.08万 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $1.07万 | 0.00% | 178 | 167 | 1,518.2% | $1.01万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.07万 | 0.00% | 166 | 4 | 2.5% | $258 | 加仓 |
| FLOT | ISHARES TR | $1.06万 | 0.00% | 209 | -95 | -31.2% | -$4,840 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.06万 | 0.00% | 35 | 24 | 218.2% | $7,298 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.05万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $1.03万 | 0.00% | 52 | -82 | -61.2% | -$1.63万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $1.02万 | 0.00% | 2,525 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $1.01万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1.01万 | 0.00% | 38 | 8 | 26.7% | $2,125 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.00万 | 0.00% | 107 | 105 | 5,250.0% | $9,857 | 加仓 |
| TRP | TC ENERGY CORP | $9,766 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $9,599 | 0.00% | 13 | 3 | 30.0% | $2,215 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $9,537 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| PBYI | PUMA BIOTECHNOLOGY INC | $9,266 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $9,220 | 0.00% | 20 | -1 | -4.8% | -$461 | 减仓 |
| SHAK | SHAKE SHACK INC | $9,024 | 0.00% | 102 | 1 | 1.0% | $88 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $8,919 | 0.00% | 47 | -7 | -13.0% | -$1,328 | 减仓 |
| TM | TOYOTA MOTOR CORP | $8,862 | 0.00% | 43 | 41 | 2,050.0% | $8,450 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $8,820 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $8,809 | 0.00% | 85 | 3 | 3.7% | $311 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $8,752 | 0.00% | 21 | 13 | 162.5% | $5,418 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $8,694 | 0.00% | 102 | 30 | 41.7% | $2,557 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8,620 | 0.00% | 362 | 10 | 2.8% | $238 | 加仓 |
| GLD | SPDR GOLD TR | $8,606 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $8,593 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $8,578 | 0.00% | 177 | -87 | -33.0% | -$4,216 | 减仓 |
| IXUS | ISHARES TR | $8,578 | 0.00% | 99 | 99 | — | $8,578 | 新建仓 |
| — | TERNS PHARMACEUTICALS INC | $8,541 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $8,423 | 0.00% | 73 | 12 | 19.7% | $1,385 | 加仓 |
| — | TAYLOR DEVICES INC | $8,265 | 0.00% | 145 | 145 | — | $8,265 | 新建仓 |
| MSA | MSA SAFETY INC | $8,198 | 0.00% | 50 | 6 | 13.6% | $984 | 加仓 |
| ECL | ECOLAB INC | $7,981 | 0.00% | 30 | 21 | 233.3% | $5,587 | 加仓 |
| APA | APA CORPORATION | $7,979 | 0.00% | 188 | 11 | 6.2% | $467 | 加仓 |
| VLO | VALERO ENERGY CORP | $7,907 | 0.00% | 32 | 8 | 33.3% | $1,977 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $7,895 | 0.00% | 84 | 30 | 55.6% | $2,820 | 加仓 |
| CRH | CRH PLC | $7,884 | 0.00% | 75 | 20 | 36.4% | $2,102 | 加仓 |
| FDX | FEDEX CORP | $7,836 | 0.00% | 22 | 8 | 57.1% | $2,849 | 加仓 |
| NKE | NIKE INC | $7,818 | 0.00% | 148 | -9 | -5.7% | -$475 | 减仓 |