13F 机构持仓

Sunrise Financial Services, LLC

BURIEN WA · SEC CIK 0002110891

2026Q22026Q1 更早 9 个季度 🔒
$1.41亿2026Q1 申报市值
622持仓数
56.4%前十大占比 · 第一大 13.3%
110 / 15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 13.3%
QQQM 8.3%
HGER 6.8%
IWY 5.5%
XMMO 4.6%
BKIE 4.0%
DYNF 3.9%
LVHI 3.4%
XLK 3.3%
PRFZ 3.2%

2026Q1 买入最多 按季末市值估算

XMMO 加仓+$649.45万
BKIE 加仓+$560.91万
DYNF 加仓+$546.25万
PRFZ 加仓+$455.00万
JPLD 新建仓+$447.45万

2026Q1 卖出最多 按季末市值估算

RWJ 减仓-$606.61万
TBIL 减仓-$506.29万
FLQM 减仓-$489.67万
OSEA 减仓-$382.04万
QQQM 减仓-$370.45万

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
RS RELIANCE INC $1,5200.00%5 00.0% — 不变
NUE NUCOR CORP $1,5220.00%9 00.0% — 不变
STAG STAG INDUSTRIAL INC $1,5510.00%43 00.0% — 不变
PSEC PROSPECT CAP CORP $1,5530.00%595 -405-40.5% -$1,057 减仓
EXPD EXPEDITORS INTL WASH INC $1,5760.00%11 00.0% — 不变
DKS DICKS SPORTING GOODS INC $1,5860.00%8 00.0% — 不变
FCX FREEPORT MCMORAN INC $1,5870.00%27 27— $1,587 新建仓
NDSN NORDSON CORP $1,5960.00%6 00.0% — 不变
AGO ASSURED GUARANTY LTD $1,6300.00%20 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $1,6330.00%7 00.0% — 不变
EQH EQUITABLE HLDGS INC $1,6700.00%45 00.0% — 不变
SW SMURFIT WESTROCK PLC $1,6740.00%42 00.0% — 不变
FISV FISERV INC $1,6740.00%30 1266.7% $670 加仓
TMUS T-MOBILE US INC $1,6800.00%8 8— $1,680 新建仓
ELS EQUITY LIFESTYLE PROPERTIES $1,6850.00%27 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $1,6920.00%2 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $1,6940.00%27 18200.0% $1,129 加仓
SPGI S&P GLOBAL INC $1,7010.00%4 00.0% — 不变
CR CRANE COMPANY $1,7100.00%10 00.0% — 不变
TKR TIMKEN CO $1,7100.00%17 00.0% — 不变
REXR REXFORD INDL RLTY INC $1,7350.00%53 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $1,7440.00%7 00.0% — 不变
DRS LEONARDO DRS INC $1,7810.00%40 00.0% — 不变
WRB BERKLEY W R CORP $1,7900.00%27 00.0% — 不变
SNA SNAP ON INC $1,8160.00%5 00.0% — 不变
BC BRUNSWICK CORP $1,8190.00%25 00.0% — 不变
NI NISOURCE INC $1,8200.00%39 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $1,8210.00%25 00.0% — 不变
PR PERMIAN RESOURCES CORP $1,8340.00%86 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1,8820.00%13 00.0% — 不变
FCNCA FIRST CTZNS BANCSHARES INC D $1,8850.00%1 00.0% — 不变
ADC AGREE RLTY CORP $1,8850.00%25 00.0% — 不变
NTR NUTRIEN LTD $1,8870.00%25 00.0% — 不变
SOLV SOLVENTUM CORP $1,8940.00%29 00.0% — 不变
DHR DANAHER CORP DEL $1,8960.00%10 00.0% — 不变
AMT AMERICAN TOWER CORP $1,8980.00%11 00.0% — 不变
ADI ANALOG DEVICES INC $1,9090.00%6 00.0% — 不变
INGR INGREDION INC $1,9150.00%17 00.0% — 不变
BIL SPDR SERIES TRUST $1,9240.00%21 00.0% — 不变
HST HOST HOTELS & RESORTS INC $1,9350.00%101 00.0% — 不变
CCI CROWN CASTLE INC $1,9510.00%24 00.0% — 不变
— SEALED AIR CORP NEW $1,9760.00%47 1862.1% $757 加仓
EMN EASTMAN CHEM CO $1,9840.00%26 00.0% — 不变
JBLU JETBLUE AIRWAYS CORP $1,9890.00%450 00.0% — 不变
DG DOLLAR GEN CORP $2,0180.00%17 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $2,0280.00%15 00.0% — 不变
MRNA MODERNA INC $2,0320.00%40 00.0% — 不变
LFUS LITTELFUSE INC $2,0360.00%6 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $2,0470.00%3 00.0% — 不变
ONTO ONTO INNOVATION INC $2,0510.00%10 00.0% — 不变
GOLF ACUSHNET HLDGS CORP $2,0570.00%22 00.0% — 不变
TGT TARGET CORP $2,0600.00%17 00.0% — 不变
CME CME GROUP INC $2,0670.00%7 00.0% — 不变
GMED GLOBUS MED INC $2,0680.00%24 00.0% — 不变
AGCO AGCO CORP $2,0860.00%18 00.0% — 不变
HLNE HAMILTON LANE INC $2,0870.00%21 00.0% — 不变
SSNC SS&C TECH HLDGS $2,0950.00%31 00.0% — 不变
ETR ENTERGY CORP NEW $2,1350.00%19 00.0% — 不变
SRE SEMPRA $2,1380.00%22 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $2,1760.00%11 00.0% — 不变
PPL PPL CORP $2,1770.00%57 00.0% — 不变
CASY CASEYS GEN STORES INC $2,1840.00%3 00.0% — 不变
KDP KEURIG DR PEPPER INC $2,1850.00%83 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2,2020.00%14 00.0% — 不变
STE STERIS PLC $2,2110.00%10 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $2,2490.00%8 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $2,2780.00%32 00.0% — 不变
— AVALONBAY CMNTYS INC $2,2870.00%14 00.0% — 不变
DJP BARCLAYS BANK PLC $2,3110.00%48 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $2,3240.00%8 00.0% — 不变
AIG AMERICAN INTL GROUP INC $2,3330.00%31 00.0% — 不变
SNX TD SYNNEX CORPORATION $2,3620.00%14 00.0% — 不变
GD GENERAL DYNAMICS CORP $2,4030.00%7 00.0% — 不变
OMC OMNICOM GROUP INC $2,4100.00%32 00.0% — 不变
FNF FIDELITY NATL FINL INC $2,4120.00%52 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $2,4590.00%64 64— $2,459 新建仓
CFR CULLEN FROST BANKERS INC $2,4670.00%18 00.0% — 不变
ET ENERGY TRANSFER L P $2,4700.00%128 00.0% — 不变
WTFC WINTRUST FINL CORP $2,5010.00%18 00.0% — 不变
PKG PACKAGING CORP AMER $2,5470.00%12 00.0% — 不变
TECK TECK RESOURCES LTD $2,5880.00%50 00.0% — 不变
MCK MCKESSON CORP $2,5960.00%3 00.0% — 不变
PCG PG&E CORP $2,6000.00%148 114335.3% $2,003 加仓
ELV ELEVANCE HEALTH INC FORMERLY $2,6350.00%9 00.0% — 不变
PLD PROLOGIS INC. $2,6440.00%20 00.0% — 不变
IDA IDACORP INC $2,7160.00%19 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $2,7470.00%61 00.0% — 不变
FIX COMFORT SYS USA INC $2,7580.00%2 00.0% — 不变
AVY AVERY DENNISON CORP $2,7630.00%16 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $2,7780.00%57 00.0% — 不变
UNP UNION PAC CORP $2,9110.00%12 00.0% — 不变
LAMR LAMAR ADVERTISING CO $2,9130.00%23 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $2,9170.00%7 00.0% — 不变
— TALKSPACE INC $2,9240.00%565 00.0% — 不变
USO UNITED STS OIL FD LP $2,9270.00%23 -46-66.7% -$5,854 减仓
GDX VANECK ETF TRUST $2,9370.00%32 32— $2,937 新建仓
LDOS LEIDOS HOLDINGS INC $2,9550.00%19 00.0% — 不变
DOW DOW HLDGS INC $2,9570.00%71 00.0% — 不变
CAH CARDINAL HEALTH INC $2,9580.00%14 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $2,9760.00%11 00.0% — 不变