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
CW CURTISS WRIGHT CORP $4,7680.00%7 240.0% $1,362 加仓
BBAI BIGBEAR AI HLDGS INC $4,7520.00%1,350 00.0% — 不变
NTRS NORTHERN TR CORP $4,7460.00%34 413.3% $558 加仓
HCA HCA HEALTHCARE INC $4,7330.00%10 466.7% $1,893 加仓
JCI JOHNSON CONTROLS INTERNATION $4,7150.00%36 933.3% $1,179 加仓
BG BUNGE GLOBAL SA $4,7070.00%37 723.3% $891 加仓
ACGL ARCH CAP GROUP LTD $4,7040.00%49 1128.9% $1,056 加仓
ODFL OLD DOMINION FREIGHT LINE IN $4,6900.00%24 21700.0% $4,104 加仓
— HOLOGIC INC $4,6870.00%62 2151.2% $1,588 加仓
RCL ROYAL CARIBBEAN GROUP $4,6790.00%17 888.9% $2,202 加仓
IONQ IONQ INC $4,6710.00%162 1510.2% $432 加仓
MET METLIFE INC $4,5970.00%65 2666.7% $1,839 加仓
DE DEERE & CO $4,5070.00%8 4100.0% $2,254 加仓
— ZEPP HEALTH CORPORATION $4,4820.00%375 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $4,4770.00%24 13118.2% $2,425 加仓
XPO XPO INC $4,4750.00%23 853.3% $1,557 加仓
CME CME GROUP INC $4,4310.00%15 436.4% $1,182 加仓
TMUS T-MOBILE US INC $4,4110.00%21 16320.0% $3,361 加仓
DOW DOW HLDGS INC $4,3740.00%105 60133.3% $2,499 加仓
KVUE KENVUE INC $4,3620.00%253 10773.3% $1,845 加仓
ADM ARCHER DANIELS MIDLAND CO $4,3620.00%60 1739.5% $1,236 加仓
THC TENET HEALTHCARE CORP $4,3410.00%23 635.3% $1,132 加仓
MCK MCKESSON CORP $4,3270.00%5 125.0% $865 加仓
AAOI APPLIED OPTOELECTRONICS INC $4,3150.00%51 1127.5% $931 加仓
APLD APPLIED DIGITAL CORP $4,2970.00%181 148.4% $332 加仓
IGF ISHARES TR $4,2880.00%64 00.0% — 不变
EVR EVERCORE INC $4,1800.00%14 216.7% $597 加仓
ANET ARISTA NETWORKS INC $4,1750.00%34 1254.5% $1,474 加仓
EIX EDISON INTL $4,1720.00%57 1123.9% $805 加仓
UTHR UNITED THERAPEUTICS CORP DEL $4,1510.00%7 375.0% $1,779 加仓
RRX REGAL REXNORD CORPORATION $4,1200.00%22 637.5% $1,124 加仓
POR PORTLAND GEN ELEC CO $4,1170.00%78 1320.0% $686 加仓
CMS CMS ENERGY CORP $4,1120.00%53 1851.4% $1,397 加仓
— ELECTRONIC ARTS INC $4,0780.00%20 00.0% — 不变
CPAY CORPAY INC $4,0740.00%14 440.0% $1,164 加仓
BE BLOOM ENERGY CORP $4,0650.00%30 -1-3.2% -$136 减仓
INGR INGREDION INC $4,0560.00%36 27300.0% $3,042 加仓
LDOS LEIDOS HOLDINGS INC $4,0440.00%26 00.0% — 不变
TRGP TARGA RES CORP $4,0120.00%16 545.5% $1,254 加仓
EW EDWARDS LIFESCIENCES CORP $4,0040.00%50 2278.6% $1,762 加仓
VLUE ISHARES TR $3,9820.00%28 00.0% — 不变
ASTS AST SPACEMOBILE INC $3,9780.00%48 12.1% $83 加仓
DELL DELL TECHNOLOGIES INC $3,9400.00%24 526.3% $821 加仓
MKSI MKS INC. $3,9070.00%17 654.5% $1,379 加仓
D DOMINION ENERGY INC $3,8950.00%63 2046.5% $1,237 加仓
SNX TD SYNNEX CORPORATION $3,8810.00%23 964.3% $1,519 加仓
AON AON PLC $3,8740.00%12 333.3% $968 加仓
WSM WILLIAMS SONOMA INC $3,8290.00%21 423.5% $729 加仓
— ELECTROCORE INC $3,8240.00%634 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $3,8200.00%23 964.3% $1,495 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $3,7700.00%2 00.0% — 不变
PFGC PERFORMANCE FOOD GROUP CO $3,7700.00%44 410.0% $343 加仓
IVZ INVESCO LTD $3,7410.00%154 2923.2% $704 加仓
TIPT TIPTREE INC $3,7230.00%220 00.0% — 不变
NET CLOUDFLARE INC $3,7150.00%18 650.0% $1,238 加仓
TOL TOLL BROTHERS INC $3,6850.00%27 842.1% $1,092 加仓
ORI OLD REP INTL CORP $3,6710.00%92 1824.3% $718 加仓
KMB KIMBERLY-CLARK CORP $3,6660.00%38 351,166.7% $3,377 加仓
FN FABRINET $3,6510.00%7 116.7% $522 加仓
AME AMETEK INC $3,6450.00%17 430.8% $858 加仓
CASY CASEYS GEN STORES INC $3,6400.00%5 266.7% $1,456 加仓
AIG AMERICAN INTL GROUP INC $3,6120.00%48 1545.5% $1,129 加仓
— TAYLOR MORRISON HOME CORP $3,6110.00%62 34121.4% $1,980 加仓
FLEX FLEXTRONICS INTL LTD $3,6010.00%55 2583.3% $1,637 加仓
ROK ROCKWELL AUTOMATION INC $3,5890.00%10 225.0% $718 加仓
PCAR PACCAR INC $3,5810.00%31 1155.0% $1,271 加仓
WELL WELLTOWER INC $3,5590.00%18 538.5% $989 加仓
NUE NUCOR CORP $3,5520.00%21 750.0% $1,184 加仓
FTEC FIDELITY COVINGTON TRUST $3,5370.00%17 00.0% — 不变
PHM PULTE GROUP INC $3,5290.00%30 836.4% $941 加仓
PNW PINNACLE WEST CAP CORP $3,5270.00%35 00.0% — 不变
PRU PRUDENTIAL FINL INC $3,5170.00%36 1250.0% $1,172 加仓
DINO HF SINCLAIR CORP $3,4940.00%56 59.8% $312 加仓
HL HECLA MINING COMPANY $3,4840.00%187 124196.8% $2,310 加仓
NTAP NETAPP INC $3,4820.00%34 517.2% $512 加仓
R RYDER SYS INC $3,4810.00%17 888.9% $1,638 加仓
CFG CITIZENS FINL GROUP INC $3,4790.00%58 1431.8% $840 加仓
MSI MOTOROLA SOLUTIONS INC $3,4720.00%8 5166.7% $2,170 加仓
SYF SYNCHRONY FINANCIAL $3,4700.00%51 28121.7% $1,905 加仓
ON ON SEMICONDUCTOR CORP $3,4680.00%56 1433.3% $867 加仓
CHTR CHARTER COMMUNICATIONS INC $3,4550.00%16 777.8% $1,512 加仓
AVY AVERY DENNISON CORP $3,4540.00%20 11122.2% $1,900 加仓
NI NISOURCE INC $3,4530.00%74 46164.3% $2,146 加仓
ARW ARROW ELECTRS INC $3,4420.00%24 741.2% $1,004 加仓
PPG PPG INDS INC $3,4210.00%32 1045.5% $1,069 加仓
NWSA NEWS CORP NEW $3,4160.00%137 118621.1% $2,942 加仓
WCN WASTE CONNECTIONS INC $3,4120.00%21 17425.0% $2,762 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $3,4030.00%18 212.5% $378 加仓
LEA LEAR CORP $3,3910.00%28 521.7% $606 加仓
AYI ACUITY INC $3,3630.00%12 450.0% $1,121 加仓
PYPL PAYPAL HLDGS INC $3,3480.00%74 2551.0% $1,131 加仓
TPL TEXAS PACIFIC LAND CORPORATI $3,3220.00%7 375.0% $1,424 加仓
FTI TECHNIPFMC PLC $3,3190.00%48 923.1% $622 加仓
SBUX STARBUCKS CORP $3,3150.00%37 20117.6% $1,792 加仓
BIIB BIOGEN INC $3,3000.00%18 650.0% $1,100 加仓
FAST FASTENAL CO $3,2950.00%71 36102.9% $1,671 加仓
— JANUS HENDERSON GROUP PLC $3,2880.00%64 3088.2% $1,541 加仓
MPWR MONOLITHIC PWR SYS INC $3,2810.00%3 00.0% — 不变
GWW WW GRAINGER INC $3,2730.00%3 00.0% — 不变
MAR MARRIOTT INTL INC NEW $3,2710.00%10 225.0% $654 加仓