13F 机构持仓

Sunrise Financial Services, LLC

BURIEN WA · SEC CIK 0002110891

2026Q22026Q1 更早 9 个季度 🔒
$1.68亿2026Q2 申报市值
587持仓数
58.6%前十大占比 · 第一大 13.8%
32 / 72新建仓 / 清仓
申报市值走势$1.68亿2026Q2
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

CGDV 13.8%
QQQM 9.2%
IWY 5.8%
HGER 5.7%
XMMO 4.8%
DYNF 4.1%
XLK 4.1%
BKIE 3.9%
PRFZ 3.6%
FRDM 3.6%

2026Q2 买入最多 按季末市值估算

CGDV 加仓+$149.33万
QQQM 加仓+$60.50万
IWY 加仓+$56.58万
DYNF 加仓+$53.60万
XMMO 加仓+$53.19万

2026Q2 卖出最多 按季末市值估算

TBIL 减仓-$10.73万
SPAB 清仓-$7.53万
VCSH 清仓-$7.41万
GOVT 减仓-$6.53万
BRK/B 减仓-$6.10万

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
EG EVEREST GROUP LTD $3570.00%1 1— $357 新建仓
NXT NEXTPOWER INC $3570.00%3 3— $357 新建仓
CDNS CADENCE DESIGN SYSTEM INC $3750.00%1 1— $375 新建仓
CHRW C H ROBINSON WORLDWIDE IN $3770.00%2 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $3840.00%9 -18-66.7% -$768 减仓
VSNT VERSANT MEDIA GROUP INC $3960.00%11 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $4060.00%5 5— $406 新建仓
INTC INTEL CORP $4190.00%3 -12-80.0% -$1,676 减仓
OHI OMEGA HEALTHCARE INVS INC $4290.00%9 9— $429 新建仓
ED CONSOLIDATED EDISON INC $4430.00%4 4— $443 新建仓
GDX VANECK ETF TRUST $4530.00%6 -26-81.2% -$1,963 减仓
RCI ROGERS COMMUNICATIONS INC $4550.00%14 00.0% — 不变
TROW PRICE T ROWE GROUP INC $4550.00%4 4— $455 新建仓
CHRD CHORD ENERGY CORPORATION $4570.00%4 00.0% — 不变
SIL GLOBAL X FDS $4650.00%6 -36-85.7% -$2,790 减仓
EXEL EXELIXIS INC $4900.00%9 9— $490 新建仓
FBIN FORTUNE BRANDS INNOVATIONS I $4940.00%9 00.0% — 不变
HFRO HIGHLAND OPPS & INCOME FD $4990.00%70 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP $5090.00%30 -144-82.8% -$2,443 减仓
CPB THE CAMPBELLS COMPANY $5120.00%23 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $5380.00%12 -12-50.0% -$538 减仓
DCI DONALDSON INC $5390.00%6 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $5470.00%6 00.0% — 不变
CG CARLYLE GROUP INC $5470.00%13 00.0% — 不变
KD KYNDRYL HLDGS INC $5770.00%51 00.0% — 不变
PGNY PROGYNY INC $5770.00%20 00.0% — 不变
DPZ DOMINOS PIZZA INC $5920.00%2 00.0% — 不变
LW LAMB WESTON HLDGS INC $6050.00%14 -12-46.2% -$519 减仓
EVRG EVERGY INC $6050.00%7 00.0% — 不变
FDX FEDEX CORP $6260.00%2 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $6320.00%12 00.0% — 不变
GAP GAP INC $6350.00%34 00.0% — 不变
VTRS VIATRIS INC $6510.00%41 00.0% — 不变
SMH VANECK ETF TRUST $6560.00%1 -1-50.0% -$656 减仓
AEP AMERICAN ELEC PWR CO INC $6840.00%5 00.0% — 不变
MZTI MARZETTI COMPANY $6850.00%6 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $6960.00%40 00.0% — 不变
CMI CUMMINS INC $7130.00%1 00.0% — 不变
USIG ISHARES TR $7180.00%14 14— $718 新建仓
AZN ASTRAZENECA PLC $7580.00%4 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC $7580.00%50 00.0% — 不变
CFG CITIZENS FINL GROUP INC $7710.00%11 11— $771 新建仓
— WARNER BROS DISCOVERY INC $7730.00%29 00.0% — 不变
IOT SAMSARA INC $7780.00%24 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $7840.00%3 00.0% — 不变
— DIMENSIONAL ETF TRUST $7850.00%30 00.0% — 不变
HRL HORMEL FOODS CORP $7940.00%32 00.0% — 不变
SNY SANOFI SA $8110.00%19 00.0% — 不变
WSO WATSCO INC $8330.00%2 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC $8400.00%3 00.0% — 不变
BXP BXP INC $8620.00%13 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $8690.00%30 -174-85.3% -$5,040 减仓
PCG PG&E CORP $8750.00%52 -96-64.9% -$1,615 减仓
HRB BLOCK H & R INC $8760.00%23 00.0% — 不变
FISV FISERV INC $8830.00%18 -12-40.0% -$589 减仓
FCPT FOUR CORNERS PPTY TR INC $8840.00%36 00.0% — 不变
CCK CROWN HLDGS INC $8950.00%8 00.0% — 不变
VTIP VANGUARD MALVERN FDS $9040.00%18 00.0% — 不变
TRNO TERRENO RLTY CORP $9070.00%14 00.0% — 不变
SCI SERVICE CORP INTL $9120.00%12 00.0% — 不变
FTV FORTIVE CORP $9160.00%15 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $9180.00%4 00.0% — 不变
OC OWENS CORNING NEW $9540.00%6 00.0% — 不变
REG REGENCY CTRS CORP $9570.00%12 00.0% — 不变
ADSK AUTODESK INC $9720.00%5 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $9730.00%5 00.0% — 不变
LKQ LKQ CORP $9740.00%37 00.0% — 不变
FOXA FOX CORP $9910.00%19 19— $991 新建仓
CVE CENOVUS ENERGY INC $9920.00%40 00.0% — 不变
NRG NRG ENERGY INC $1,0220.00%7 00.0% — 不变
— ELECTRONIC ARTS INC $1,0250.00%5 00.0% — 不变
WHD CACTUS INC $1,0250.00%20 00.0% — 不变
DTM DT MIDSTREAM INC $1,0270.00%7 00.0% — 不变
AXTA AXALTA COATING SYS LTD $1,0270.00%30 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1,0300.00%5 00.0% — 不变
CPT CAMDEN PPTY TR $1,0300.00%9 00.0% — 不变
OKE ONEOK INC NEW $1,0430.00%12 00.0% — 不变
HPQ HP INC $1,0530.00%48 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $1,0650.00%9 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1,0740.00%15 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL $1,0840.00%2 2— $1,084 新建仓
CSX CSX CORP $1,0930.00%23 -5-17.9% -$238 减仓
DOX AMDOCS LTD $1,1120.00%22 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $1,1120.00%8 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $1,1280.00%29 00.0% — 不变
ALC ALCON AG $1,1410.00%17 00.0% — 不变
HAL HALLIBURTON CO $1,1540.00%34 -60-63.8% -$2,036 减仓
LCII LCI INDS $1,1650.00%11 00.0% — 不变
DINO HF SINCLAIR CORP $1,1840.00%17 00.0% — 不变
AGG ISHARES TR $1,1880.00%12 00.0% — 不变
EIX EDISON INTL $1,1910.00%16 777.8% $521 加仓
MTDR MATADOR RES CO $1,1950.00%24 00.0% — 不变
TECH BIO-TECHNE CORP $1,2010.00%17 00.0% — 不变
IGSB ISHARES TR $1,2050.00%23 -912-97.5% -$4.78万 减仓
WRBY WARBY PARKER INC $1,2140.00%40 00.0% — 不变
ACGL ARCH CAP GROUP LTD $1,2620.00%13 00.0% — 不变
CDW CDW CORP $1,2660.00%9 00.0% — 不变
YUM YUM BRANDS INC $1,2790.00%8 00.0% — 不变
MO ALTRIA GROUP INC $1,2950.00%18 18— $1,295 新建仓
OGE OGE ENERGY CORP $1,3140.00%27 00.0% — 不变