13F 机构持仓

Rialto Wealth Management, LLC

SYRACUSE NY · SEC CIK 0002054966

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.7%
IEFA 5.2%
VOO 5.2%
VCSH 4.4%
VEA 3.8%
VGIT 3.7%
AVDV 3.7%
VMBS 3.7%
VBIL 3.2%
IVV 2.6%

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
LHX L3HARRIS TECHNOLOGIES INC $2.44万0.00%84 1115.1% $3,197 加仓
SFL SFL CORPORATION LTD $2.44万0.00%2,393 00.0% — 不变
LIN LINDE PLC $2.44万0.00%47 1756.7% $8,822 加仓
ESE ESCO TECHNOLOGIES INC $2.42万0.00%69 23.0% $700 加仓
PLTR PALANTIR TECHNOLOGIES INC $2.39万0.00%205 -1,327-86.6% -$15.48万 减仓
RSG REPUBLIC SVCS INC $2.39万0.00%112 2325.8% $4,901 加仓
ABSI ABSCI CORPORATION $2.37万0.00%2,044 -1,556-43.2% -$1.80万 减仓
NEE NEXTERA ENERGY INC $2.26万0.00%258 -34-11.6% -$2,984 减仓
MTB M & T BK CORP $2.26万0.00%95 33.3% $714 加仓
PMT PENNYMAC MTG INVT TR $2.26万0.00%2,000 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $2.26万0.00%500 13838.1% $6,225 加仓
EMN EASTMAN CHEM CO $2.23万0.00%333 206.4% $1,340 加仓
ALB ALBEMARLE CORP $2.21万0.00%164 -52-24.1% -$7,022 减仓
SPGI S&P GLOBAL INC $2.20万0.00%54 1022.7% $4,073 加仓
INOD INNODATA INC $2.19万0.00%290 -60-17.1% -$4,535 减仓
MSCI MSCI INC $2.18万0.00%39 38.3% $1,680 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $2.18万0.00%269 2912.1% $2,354 加仓
XOVR ENTREPRENEURSHARES SERIES TR $2.17万0.00%1,030 1,030— $2.17万 新建仓
PH PARKER-HANNIFIN CORP $2.15万0.00%22 529.4% $4,891 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $2.14万0.00%61 815.1% $2,801 加仓
GSIE GOLDMAN SACHS ETF TR $2.13万0.00%466 -32-6.4% -$1,462 减仓
SPSM SPDR SERIES TRUST $2.13万0.00%369 00.0% — 不变
IBMQ ISHARES TR $2.12万0.00%828 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $2.10万0.00%500 -330-39.8% -$1.38万 减仓
TGT TARGET CORP $2.06万0.00%158 112243.5% $1.46万 加仓
TRV TRAVELERS COMPANIES INC $2.05万0.00%62 1019.2% $3,301 加仓
MELI MERCADOLIBRE INC $2.04万0.00%12 00.0% — 不变
MDLZ MONDELEZ INTL INC $2.03万0.00%351 7929.0% $4,569 加仓
DGRO ISHARES TR $2.02万0.00%267 00.0% — 不变
L LOEWS CORP $1.99万0.00%176 3625.7% $4,076 加仓
AJG GALLAGHER ARTHUR J & CO $1.97万0.00%86 1724.6% $3,903 加仓
SMH VANECK ETF TRUST $1.97万0.00%30 30— $1.97万 新建仓
XLB SELECT SECTOR SPDR TR $1.95万0.00%384 00.0% — 不变
— ARK ETF TR $1.94万0.00%639 00.0% — 不变
KRYS KRYSTAL BIOTECH INC $1.93万0.00%52 515,100.0% $1.90万 加仓
USHY ISHARES TR $1.93万0.00%522 326166.3% $1.21万 加仓
JBL JABIL INC $1.93万0.00%50 1231.6% $4,626 加仓
OXY OCCIDENTAL PETE CORP $1.92万0.00%395 -171-30.2% -$8,306 减仓
FCX FREEPORT MCMORAN INC $1.92万0.00%305 7532.6% $4,717 加仓
STZ CONSTELLATION BRANDS INC $1.91万0.00%137 1310.5% $1,808 加仓
RWR SPDR SERIES TRUST $1.89万0.00%167 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $1.88万0.00%37 00.0% — 不变
COP CONOCOPHILLIPS $1.83万0.00%176 -100-36.2% -$1.04万 减仓
DELL DELL TECHNOLOGIES INC $1.81万0.00%42 1875.0% $7,767 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $1.80万0.00%330 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $1.80万0.00%76 76— $1.80万 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $1.79万0.00%196 3018.1% $2,736 加仓
VRT VERTIV HOLDINGS CO $1.77万0.00%53 2482.8% $8,036 加仓
NNN NNN REIT INC $1.77万0.00%381 00.0% — 不变
GSBD GOLDMAN SACHS BDC INC $1.77万0.00%1,868 00.0% — 不变
FLEX FLEX LTD $1.77万0.00%109 5498.2% $8,752 加仓
XLP SELECT SECTOR SPDR TR $1.74万0.00%210 00.0% — 不变
GIS GENERAL MILLS INC $1.72万0.00%494 4601,352.9% $1.60万 加仓
XLY SELECT SECTOR SPDR TR $1.71万0.00%146 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $1.71万0.00%216 2311.9% $1,822 加仓
XEL XCEL ENERGY INC $1.69万0.00%211 178.8% $1,365 加仓
FNDF SCHWAB STRATEGIC TR $1.69万0.00%321 00.0% — 不变
EMR EMERSON ELEC CO $1.65万0.00%115 2122.3% $3,006 加仓
IDR IDAHO STRATEGIC RESOURCES $1.64万0.00%500 00.0% — 不变
AXON AXON ENTERPRISE INC $1.63万0.00%29 27.4% $1,121 加仓
EWC ISHARES INC $1.60万0.00%278 00.0% — 不变
TEL TE CONNECTIVITY PLC $1.57万0.00%78 1421.9% $2,823 加仓
NDAQ NASDAQ INC $1.54万0.00%196 137.1% $1,025 加仓
TEX TEREX CORP NEW $1.54万0.00%213 2010.4% $1,448 加仓
COHR COHERENT CORP $1.54万0.00%39 1777.3% $6,706 加仓
HWM HOWMET AEROSPACE INC $1.53万0.00%57 -4-6.6% -$1,076 减仓
SO SOUTHERN CO $1.52万0.00%159 4033.6% $3,828 加仓
DFSD DIMENSIONAL ETF TRUST $1.50万0.00%315 00.0% — 不变
FTMH PUTNAM ETF TRUST $1.49万0.00%1,251 1,251— $1.49万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $1.48万0.00%231 136.0% $832 加仓
CI THE CIGNA GROUP $1.46万0.00%53 -2-3.6% -$551 减仓
FBIN FORTUNE BRANDS INNOVATIONS I $1.45万0.00%264 2511,930.8% $1.38万 加仓
AGX ARGAN INC $1.44万0.00%18 -98-84.5% -$7.83万 减仓
Q QNITY ELECTRONICS INC $1.44万0.00%88 1520.5% $2,450 加仓
AVMC AMERICAN CENTY ETF TR $1.44万0.00%179 00.0% — 不变
IYF ISHARES TR $1.43万0.00%112 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $1.42万0.00%29 838.1% $3,929 加仓
MKSI MKS INC. $1.42万0.00%32 1588.2% $6,672 加仓
DHS WISDOMTREE TR $1.42万0.00%125 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1.42万0.00%43 822.9% $2,644 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $1.42万0.00%1,089 1,089— $1.42万 新建仓
BE BLOOM ENERGY CORP $1.39万0.00%46 1653.3% $4,843 加仓
NVT NVENT ELEC PLC $1.39万0.00%82 -43-34.4% -$7,294 减仓
PBLS PARABILIS MEDICINES INC $1.39万0.00%508 508— $1.39万 新建仓
FIX COMFORT SYS USA INC $1.39万0.00%7 240.0% $3,964 加仓
SHW SHERWIN WILLIAMS CO $1.38万0.00%40 411.1% $1,377 加仓
FNDA SCHWAB STRATEGIC TR $1.36万0.00%358 00.0% — 不变
CVNA CARVANA CO $1.36万0.00%206 -764-78.8% -$5.03万 减仓
CTVA CORTEVA INC $1.36万0.00%160 -2-1.2% -$169 减仓
DAL DELTA AIR LINES INC $1.34万0.00%143 6685.7% $6,182 加仓
SBS COMPANHIA DE SANEAMENTO BASI $1.34万0.00%2,310 2,310— $1.34万 新建仓
SEI SOLARIS ENERGY INFRAS INC $1.33万0.00%165 146768.4% $1.17万 加仓
DKS DICKS SPORTING GOODS INC $1.32万0.00%58 611.5% $1,361 加仓
VRSK VERISK ANALYTICS INC $1.31万0.00%73 2655.3% $4,668 加仓
TMO THERMO FISHER SCIENTIFIC INC $1.30万0.00%26 1173.3% $5,515 加仓
VLO VALERO ENERGY CORP $1.30万0.00%50 1856.2% $4,688 加仓
GM GENERAL MTRS CO $1.28万0.00%166 7684.4% $5,858 加仓
ICF ISHARES TR $1.28万0.00%189 00.0% — 不变
CB CHUBB LIMITED $1.26万0.00%37 1460.9% $4,771 加仓
FAF FIRST AMERN FINL CORP $1.25万0.00%182 42.2% $274 加仓