Sunrise Financial Services, LLC
BURIEN WA · SEC CIK 0002110891
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LNT | ALLIANT ENERGY CORP | $3,014 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $3,024 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $3,035 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3,038 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $3,062 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3,076 | 0.00% | 9 | 9 | — | $3,076 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3,082 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $3,135 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $3,164 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $3,173 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $3,194 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION | $3,197 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3,224 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $3,232 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $3,248 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $3,254 | 0.00% | 90 | -288 | -76.2% | -$1.04万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $3,255 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3,266 | 0.00% | 58 | 58 | — | $3,266 | 新建仓 |
| STT | STATE STR CORP | $3,291 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $3,312 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $3,327 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $3,348 | 0.00% | 36 | 3 | 9.1% | $279 | 加仓 |
| SYY | SYSCO CORP | $3,353 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3,382 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $3,450 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $3,534 | 0.00% | 17 | 9 | 112.5% | $1,871 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,556 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $3,595 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $3,621 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3,665 | 0.00% | 94 | -128 | -57.7% | -$4,991 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $3,715 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,737 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $3,738 | 0.00% | 174 | 174 | — | $3,738 | 新建仓 |
| GSK | GSK PLC | $3,753 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $3,783 | 0.00% | 42 | 42 | — | $3,783 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3,816 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $3,883 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $3,926 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $4,052 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $4,057 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $4,168 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $4,208 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $4,262 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $4,344 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $4,381 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $4,513 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $4,596 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $4,599 | 0.00% | 33 | 6 | 22.2% | $836 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $4,618 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $4,620 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4,705 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $4,744 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $4,754 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $4,763 | 0.00% | 104 | 38 | 57.6% | $1,740 | 加仓 |
| MUB | ISHARES TR | $4,777 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $4,917 | 0.00% | 190 | 55 | 40.7% | $1,423 | 加仓 |
| ICSH | ISHARES TR | $4,961 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $5,007 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $5,029 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $5,037 | 0.00% | 100 | 100 | — | $5,037 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $5,120 | 0.00% | 204 | 204 | — | $5,120 | 新建仓 |
| KR | KROGER CO | $5,138 | 0.00% | 71 | 71 | — | $5,138 | 新建仓 |
| — | PEAKSTONE REALTY TRUST | $5,139 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $5,298 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $5,325 | 0.00% | 133 | 133 | — | $5,325 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $5,365 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $5,470 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $5,519 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $5,529 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $5,534 | 0.00% | 228 | 228 | — | $5,534 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $5,538 | 0.00% | 48 | 19 | 65.5% | $2,192 | 加仓 |
| MKL | MARKEL GROUP INC | $5,742 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $5,765 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $5,905 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6,012 | 0.00% | 33 | 17 | 106.2% | $3,097 | 加仓 |
| EPI | WISDOMTREE TR | $6,079 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $6,175 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $6,473 | 0.00% | 95 | 34 | 55.7% | $2,317 | 加仓 |
| MTB | M & T BK CORP | $6,615 | 0.00% | 32 | 15 | 88.2% | $3,101 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $6,762 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $6,820 | 0.00% | 63 | 63 | — | $6,820 | 新建仓 |
| MMM | 3M CO | $6,826 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $6,896 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6,908 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $7,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $7,017 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7,038 | 0.00% | 98 | 66 | 206.2% | $4,740 | 加仓 |
| DEO | DIAGEO PLC | $7,073 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $7,109 | 0.01% | 157 | -68 | -30.2% | -$3,079 | 减仓 |
| RSG | REPUBLIC SVCS INC | $7,228 | 0.01% | 33 | 33 | — | $7,228 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $7,283 | 0.01% | 35 | 17 | 94.4% | $3,537 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $7,406 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $7,596 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $7,684 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $7,771 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $8,029 | 0.01% | 152 | 3 | 2.0% | $158 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,111 | 0.01% | 24 | -51 | -68.0% | -$1.72万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $8,335 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $8,578 | 0.01% | 99 | 47 | 90.4% | $4,072 | 加仓 |
| ARCC | ARES CAPITAL CORP | $8,686 | 0.01% | 482 | 0 | 0.0% | — | 不变 |