Sunrise Financial Services, LLC
BURIEN WA · SEC CIK 0002110891
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $2,559 | 0.00% | 33 | -3 | -8.3% | -$233 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $2,579 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $2,598 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $2,608 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $2,622 | 0.00% | 36 | 4 | 12.5% | $291 | 加仓 |
| — | AVALONBAY CMNTYS INC | $2,642 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $2,705 | 0.00% | 16 | -17 | -51.5% | -$2,874 | 减仓 |
| PLD | PROLOGIS INC. | $2,709 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $2,717 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $2,732 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,752 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $2,781 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2,801 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2,820 | 0.00% | 18 | 0 | 0.0% | — | 重新持有 |
| PKG | PACKAGING CORP AMER | $2,859 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $2,875 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $2,893 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2,907 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | TALKSPACE INC | $2,938 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $2,973 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $2,984 | 0.00% | 22 | -82 | -78.8% | -$1.11万 | 减仓 |
| KLAC | KLA CORP | $3,017 | 0.00% | 10 | 10 | — | $3,017 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $3,024 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $3,146 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,150 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $3,194 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $3,204 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $3,208 | 0.00% | 74 | -83 | -52.9% | -$3,598 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $3,215 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3,217 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3,264 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $3,287 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $3,315 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $3,326 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3,422 | 0.00% | 64 | -31 | -32.6% | -$1,658 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,438 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3,442 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $3,472 | 0.00% | 82 | 21 | 34.4% | $889 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3,481 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3,538 | 0.00% | 28 | -5 | -15.2% | -$632 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3,564 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $3,565 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,584 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $3,588 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $3,606 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3,615 | 0.00% | 5 | -4 | -44.4% | -$2,892 | 减仓 |
| CVS | CVS HEALTH CORP | $3,621 | 0.00% | 35 | -63 | -64.3% | -$6,518 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $3,625 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3,639 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $3,644 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $3,664 | 0.00% | 177 | 53 | 42.7% | $1,097 | 加仓 |
| FLR | FLUOR CORP | $3,720 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $3,721 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $3,743 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $3,785 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TBLL | INVESCO EXCH TRADED FD TR II | $3,801 | 0.00% | 36 | 36 | — | $3,801 | 新建仓 |
| SYY | SYSCO CORP | $3,928 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $3,954 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $3,964 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $4,028 | 0.00% | 141 | 141 | — | $4,028 | 新建仓 |
| MTB | M & T BK CORP | $4,046 | 0.00% | 17 | -15 | -46.9% | -$3,570 | 减仓 |
| MDT | MEDTRONIC PLC | $4,068 | 0.00% | 52 | -47 | -47.5% | -$3,677 | 减仓 |
| HUBB | HUBBELL INC | $4,186 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $4,237 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $4,315 | 0.00% | 43 | 43 | — | $4,315 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $4,333 | 0.00% | 26 | 4 | 18.2% | $667 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,396 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $4,410 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $4,432 | 0.00% | 18 | -17 | -48.6% | -$4,186 | 减仓 |
| NOW | SERVICENOW INC | $4,468 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $4,475 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $4,508 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $4,558 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $4,572 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $4,579 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $4,589 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $4,595 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $4,620 | 0.00% | 174 | 15 | 9.4% | $398 | 加仓 |
| ZTS | ZOETIS INC | $4,671 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $4,736 | 0.00% | 29 | -19 | -39.6% | -$3,103 | 减仓 |
| MUB | ISHARES TR | $4,843 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $4,877 | 0.00% | 115 | 115 | — | $4,877 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,967 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| VTV | VANGUARD INDEX FDS | $5,012 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5,115 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $5,118 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $5,128 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $5,260 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $5,561 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $5,672 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $5,859 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $5,966 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $6,096 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $6,116 | 0.00% | 149 | -3 | -2.0% | -$123 | 减仓 |
| CPAY | CORPAY INC | $6,332 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $6,374 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $6,487 | 0.00% | 122 | 122 | — | $6,487 | 新建仓 |
| IEI | ISHARES TR | $6,695 | 0.00% | 57 | 57 | — | $6,695 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $6,719 | 0.00% | 70 | -1 | -1.4% | -$96 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $6,971 | 0.00% | 54 | 0 | 0.0% | — | 不变 |