13F 机构持仓

Rialto Wealth Management, LLC

SYRACUSE NY · SEC CIK 0002054966

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.6%
IEFA 5.2%
VCSH 5.1%
VOO 5.0%
VMBS 4.5%
VGIT 4.4%
VEA 3.9%
AVDV 3.8%
VBIL 3.3%
IVV 2.3%

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
— SEMRUSH HLDGS INC $7,7610.00%650 00.0% — 不变
— DUPONT DE NEMOURS INC $7,6950.00%168 3425.4% $1,557 加仓
PLD PROLOGIS INC. $7,6670.00%58 29100.0% $3,834 加仓
MLM MARTIN MARIETTA MATLS INC $7,6530.00%13 9225.0% $5,298 加仓
INTC INTEL CORP $7,6350.00%173 3727.2% $1,633 加仓
IRWD IRONWOOD PHARMACEUTICALS INC $7,6310.00%2,174 2,174— $7,631 新建仓
DVN DEVON ENERGY CORP NEW $7,4980.00%149 3025.2% $1,510 加仓
CB CHUBB LTD SWITZ $7,4970.00%23 527.8% $1,630 加仓
FERG FERGUSON ENTERPRISES INC $7,4650.00%32 1045.5% $2,333 加仓
NRG NRG ENERGY INC $7,4540.00%51 510.9% $731 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $7,4440.00%19 426.7% $1,567 加仓
VEU VANGUARD INTL EQUITY INDEX F $7,4220.00%99 00.0% — 不变
XYL XYLEM INC $7,4090.00%62 23.3% $239 加仓
TMO THERMO FISHER SCIENTIFIC INC $7,3730.00%15 215.4% $983 加仓
VRT VERTIV HOLDINGS CO $7,2670.00%29 520.8% $1,253 加仓
CSX CSX CORP $7,2660.00%177 6760.9% $2,750 加仓
FITB FIFTH THIRD BANCORP $7,2480.00%156 5351.5% $2,462 加仓
EOG EOG RES INC $7,2290.00%50 27117.4% $3,904 加仓
COR CENCORA INC $7,2260.00%23 421.1% $1,257 加仓
USHY ISHARES TR $7,2210.00%196 00.0% — 不变
AA ALCOA CORP $7,0980.00%107 99.2% $597 加仓
RES RPC INC $7,0800.00%1,000 888792.9% $6,287 重新持有
HIG HARTFORD INSURANCE GROUP INC $6,8970.00%51 1437.8% $1,893 加仓
FIX COMFORT SYS USA INC $6,8950.00%5 266.7% $2,758 加仓
DJP BARCLAYS BANK PLC $6,8360.00%142 -15-9.6% -$722 减仓
KR KROGER CO $6,8020.00%94 53129.3% $3,835 加仓
TPR TAPESTRY INC $6,7740.00%48 1026.3% $1,411 加仓
— GOSSAMER BIO INC $6,7520.00%20,552 14,800257.3% $4,862 加仓
GM GENERAL MTRS CO $6,7050.00%90 1012.5% $745 加仓
ERAS ERASCA INC $6,6830.00%413 00.0% — 不变
DGCB DIMENSIONAL ETF TRUST $6,6590.00%123 -119-49.2% -$6,442 减仓
COIN COINBASE GLOBAL INC $6,6360.00%38 00.0% — 不变
BHP BHP BILLITON LIMITED $6,6200.00%91 00.0% — 不变
NVR NVR INC $6,5900.00%1 00.0% — 不变
COF CAPITAL ONE FINL CORP $6,3860.00%35 26.1% $365 加仓
SYM SYMBOTIC INC $6,3840.00%120 00.0% — 不变
STGW STAGWELL INC $6,2900.00%1,000 00.0% — 不变
MMM 3M CO $6,2450.00%43 822.9% $1,162 加仓
BSX BOSTON SCIENTIFIC CORP $6,2130.00%99 75312.5% $4,707 加仓
FNDE SCHWAB STRATEGIC TR $6,1990.00%162 00.0% — 不变
AEIS ADVANCED ENERGY INDS $6,1320.00%19 211.8% $645 加仓
HAL HALLIBURTON CO $6,1220.00%157 3023.6% $1,170 加仓
WDAY WORKDAY INC $6,1070.00%47 820.5% $1,039 加仓
HOOD ROBINHOOD MKTS INC $6,0990.00%88 1114.3% $762 加仓
HBAN HUNTINGTON BANCSHARES INC $6,0730.00%388 9130.6% $1,424 加仓
XYZ BLOCK INC $6,0180.00%100 77.5% $421 加仓
— WARNER BROS DISCOVERY INC $5,9870.00%218 -412-65.4% -$1.13万 减仓
RNR RENAISSANCERE HLDGS LTD $5,9450.00%20 866.7% $2,378 加仓
SAH SONIC AUTOMOTIVE INC $5,8980.00%86 -2-2.3% -$137 减仓
ADT ADT INC DEL $5,8810.00%895 -64-6.7% -$421 减仓
ROST ROSS STORES INC $5,8500.00%27 628.6% $1,300 加仓
HYMB SPDR SERIES TRUST $5,8280.00%235 00.0% — 不变
GLPI GAMING & LEISURE P $5,7690.00%130 2220.4% $976 加仓
STLD STEEL DYNAMICS INC $5,7600.00%32 623.1% $1,080 加仓
WAB WABTEC $5,7480.00%23 743.8% $1,749 加仓
ETR ENTERGY CORP NEW $5,7310.00%51 44628.6% $4,944 加仓
OKE ONEOK INC NEW $5,6950.00%63 33110.0% $2,983 加仓
EBAY EBAY INC. $5,6440.00%62 1531.9% $1,365 加仓
DUK DUKE ENERGY CORP NEW $5,6310.00%43 1979.2% $2,488 加仓
LITE LUMENTUM HLDGS INC $5,6230.00%8 114.3% $703 加仓
TGT TARGET CORP $5,5760.00%46 2076.9% $2,424 加仓
VTRS VIATRIS INC $5,5530.00%411 11337.9% $1,527 加仓
ATO ATMOS ENERGY CORP $5,5420.00%30 1376.5% $2,402 加仓
NOW SERVICENOW INC $5,5420.00%53 36211.8% $3,764 加仓
ADSK AUTODESK INC $5,5070.00%23 743.8% $1,676 加仓
FNDC SCHWAB STRATEGIC TR $5,4250.00%117 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $5,4090.00%7 4133.3% $3,091 加仓
SLB SLB LIMITED $5,3960.00%105 3754.4% $1,901 加仓
KMI KINDER MORGAN INC DEL $5,3650.00%160 6060.0% $2,012 加仓
FANG DIAMONDBACK ENERGY INC $5,3410.00%27 312.5% $593 加仓
RF REGIONS FINANCIAL CORP NEW $5,3290.00%204 3117.9% $810 加仓
HII HUNTINGTON INGALLS INDS INC $5,3190.00%14 327.3% $1,140 加仓
VST VISTRA CORP $5,2620.00%35 1466.7% $2,105 加仓
COHR COHERENT CORP $5,2410.00%22 210.0% $476 加仓
WCC WESCO INTL INC $5,1990.00%19 426.7% $1,095 加仓
APP APPLOVIN CORP $5,1740.00%13 -4-23.5% -$1,592 减仓
RS RELIANCE INC $5,1670.00%17 770.0% $2,128 加仓
USFD US FOODS HLDG CORP $5,1640.00%56 1124.4% $1,014 加仓
TROW PRICE T ROWE GROUP INC $5,1380.00%57 1950.0% $1,713 加仓
EWBC EAST WEST BANCORP INC $5,1250.00%48 1129.7% $1,174 加仓
DAL DELTA AIR LINES INC $5,1190.00%77 1524.2% $997 加仓
KIM KIMCO REALTY CORP $5,1010.00%227 129131.6% $2,899 加仓
HPQ HP INC $5,0910.00%265 7237.3% $1,383 加仓
F FORD MTR CO $5,0900.00%441 -5-1.1% -$58 减仓
CTAS CINTAS CORP $5,0750.00%30 15100.0% $2,538 加仓
CAH CARDINAL HEALTH INC $5,0720.00%24 526.3% $1,057 加仓
UAL UNITED AIRLS HLDGS INC $5,0640.00%55 1434.1% $1,289 加仓
CIEN CIENA CORP $5,0470.00%13 444.4% $1,553 加仓
UL UNILEVER PLC $5,0140.00%88 00.0% — 不变
EXC EXELON CORP $5,0010.00%102 3756.9% $1,814 加仓
BA BOEING CO $4,9760.00%25 631.6% $1,194 加仓
— HONEYWELL INTL INC $4,9730.00%22 -1,365-98.4% -$30.86万 减仓
AXS AXIS CAP HLDGS LTD $4,9700.00%49 819.5% $811 加仓
STT STATE STR CORP $4,9360.00%39 25.4% $253 加仓
BKR BAKER HUGHES COMPANY $4,8840.00%80 2648.1% $1,587 加仓
NSC NORFOLK SOUTHN CORP $4,8790.00%17 654.5% $1,722 加仓
JLL JONES LANG LASALLE INC $4,8700.00%16 660.0% $1,826 加仓
ED CONSOLIDATED EDISON INC $4,8670.00%43 1553.6% $1,698 加仓
VDE VANGUARD WORLD FD $4,8460.00%28 00.0% — 不变
DOV DOVER CORP $4,7950.00%23 743.8% $1,459 加仓