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
CUZ COUSINS PPTYS INC $1,3190.00%44 00.0% — 不变
HAS HASBRO INC $1,3210.00%16 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $1,3360.00%12 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $1,3520.00%5 00.0% — 不变
PSEC PROSPECT CAP CORP $1,3740.00%595 00.0% — 不变
CMS CMS ENERGY CORP $1,3770.00%18 00.0% — 不变
STZ CONSTELLATION BRANDS INC $1,3910.00%10 00.0% — 不变
CRH CRH PLC $1,3910.00%13 00.0% — 不变
HSY HERSHEY CO $1,4040.00%8 -9-52.9% -$1,580 减仓
EGP EASTGROUP PPTYS INC $1,4180.00%7 00.0% — 不变
EMR EMERSON ELEC CO $1,4320.00%10 00.0% — 不变
EPRT ESSENTIAL PPTYS RLTY TR INC $1,4330.00%48 00.0% — 不变
XEL XCEL ENERGY INC $1,4450.00%18 00.0% — 不变
RPM RPM INTL INC $1,4450.00%13 00.0% — 不变
PPG PPG INDS INC $1,4550.00%12 00.0% — 不变
TRP TC ENERGY CORP $1,4580.00%22 00.0% — 不变
LEVI LEVI STRAUSS & CO NEW $1,4900.00%60 00.0% — 不变
CNH CNH INDL N V $1,4940.00%133 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $1,5280.00%3 00.0% — 不变
CME CME GROUP INC $1,5460.00%7 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $1,5480.00%7 7— $1,548 新建仓
HON HONEYWELL INTL INC $1,5670.00%7 -7-50.0% -$1,567 减仓
MSA MSA SAFETY INC $1,5710.00%9 00.0% — 不变
NTR NUTRIEN LTD $1,5740.00%25 00.0% — 不变
PR PERMIAN RESOURCES CORP $1,5830.00%86 00.0% — 不变
AGO ASSURED GUARANTY LTD $1,6030.00%20 00.0% — 不变
INGR INGREDION INC $1,6100.00%17 00.0% — 不变
SPGI S&P GLOBAL INC $1,6290.00%4 00.0% — 不变
STAG STAG INDUSTRIAL INC $1,6370.00%43 00.0% — 不变
D DOMINION ENERGY INC $1,6390.00%24 00.0% — 不变
HLNE HAMILTON LANE INC $1,6550.00%21 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $1,6610.00%7 00.0% — 不变
DRS LEONARDO DRS INC $1,7070.00%40 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $1,7240.00%14 00.0% — 不变
WCC WESCO INTL INC $1,7270.00%5 00.0% — 不变
ELS EQUITY LIFESTYLE PROPERTIES $1,7400.00%27 00.0% — 不变
EMN EASTMAN CHEM CO $1,7410.00%26 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $1,7680.00%13 685.7% $816 加仓
REXR REXFORD INDL RLTY INC $1,7760.00%53 00.0% — 不变
AMT AMERICAN TOWER CORP $1,7990.00%11 00.0% — 不变
NDSN NORDSON CORP $1,8100.00%6 00.0% — 不变
TOL TOLL BROTHERS INC $1,8120.00%11 00.0% — 不变
DKS DICKS SPORTING GOODS INC $1,8140.00%8 00.0% — 不变
ABT ABBOTT LABORATORIES $1,8150.00%20 -97-82.9% -$8,803 减仓
CCI CROWN CASTLE INC $1,8180.00%24 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $1,8210.00%15 15— $1,821 新建仓
NI NISOURCE INC $1,8540.00%39 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $1,8590.00%7 00.0% — 不变
RS RELIANCE INC $1,8680.00%5 00.0% — 不变
ADC AGREE RLTY CORP $1,8940.00%25 00.0% — 不变
GMED GLOBUS MED INC $1,8960.00%24 00.0% — 不变
WRB BERKLEY W R CORP $1,9040.00%27 00.0% — 不变
DHR DANAHER CORP DEL $1,9050.00%10 00.0% — 不变
BAX BAXTER INTL INC $1,9190.00%90 00.0% — 不变
SSNC SS&C TECH HLDGS $1,9240.00%31 00.0% — 不变
BIL SPDR SERIES TRUST $1,9240.00%21 00.0% — 不变
H HYATT HOTELS CORP $1,9380.00%10 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $1,9410.00%8 00.0% — 不变
DOW DOW HLDGS INC $1,9430.00%71 00.0% — 不变
SW SMURFIT WESTROCK PLC $1,9430.00%42 00.0% — 不变
LDOS LEIDOS HOLDINGS INC $1,9560.00%19 00.0% — 不变
DG DOLLAR GEN CORP $1,9570.00%17 00.0% — 不变
EQH EQUITABLE HLDGS INC $1,9750.00%45 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1,9760.00%13 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $1,9880.00%15 00.0% — 不变
ACN ACCENTURE PLC IRELAND $1,9910.00%16 00.0% — 不变
AGM FEDERAL AGRIC MTG CORP $1,9930.00%10 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAR $1,9930.00%67 00.0% — 不变
— JOHN HANCOCK EXCHANGE TRADED $1,9940.00%78 78— $1,994 新建仓
NUE NUCOR CORP $2,0050.00%9 00.0% — 不变
SNA SNAP ON INC $2,0120.00%5 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $2,0230.00%2 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $2,0480.00%32 00.0% — 不变
NEM NEWMONT CORP $2,0550.00%22 -41-65.1% -$3,830 减仓
PPL PPL CORP $2,0720.00%57 00.0% — 不变
FCNCA FIRST CTZNS BANCSHARES INC D $2,0810.00%1 00.0% — 不变
DJP BARCLAYS BANK PLC $2,0980.00%48 00.0% — 不变
STE STERIS PLC $2,1060.00%10 00.0% — 不变
BC BRUNSWICK CORP $2,1060.00%25 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $2,1090.00%12 19.1% $176 加仓
EXPD EXPEDITORS INTL WASH INC $2,1190.00%13 218.2% $326 加仓
AGCO AGCO CORP $2,1550.00%18 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $2,1690.00%25 00.0% — 不变
ETR ENTERGY CORP NEW $2,1820.00%19 00.0% — 不变
TGT TARGET CORP $2,2200.00%17 00.0% — 不变
CR CRANE COMPANY $2,2310.00%10 00.0% — 不变
SOLV SOLVENTUM CORP $2,2370.00%29 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $2,2520.00%57 00.0% — 不变
MCK MCKESSON CORP $2,2670.00%3 00.0% — 不变
AIG AMERICAN INTL GROUP INC $2,3100.00%31 00.0% — 不变
SRE SEMPRA $2,3180.00%25 313.6% $278 加仓
APD AIR PRODUCTS AND CHEMICALS I $2,3450.00%8 00.0% — 不变
ADI ANALOG DEVICES INC $2,3830.00%6 00.0% — 不变
CASY CASEYS GEN STORES INC $2,3840.00%3 00.0% — 不变
HST HOST HOTELS & RESORTS INC $2,3950.00%101 00.0% — 不变
USO UNITED STS OIL FD LP $2,4480.00%23 00.0% — 不变
FNF FIDELITY NATL FINL INC $2,4520.00%52 00.0% — 不变
TKR TIMKEN CO $2,4700.00%17 00.0% — 不变
GD GENERAL DYNAMICS CORP $2,4800.00%7 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $2,4820.00%16 00.0% — 不变