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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $8,908 | 0.01% | 71 | 1 | 1.4% | $125 | 加仓 |
| WAT | WATERS CORP | $8,934 | 0.01% | 30 | 30 | — | $8,934 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $9,044 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $9,498 | 0.01% | 300 | 300 | — | $9,498 | 新建仓 |
| WMB | WILLIAMS COS INC | $9,607 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| SELV | SEI EXCHANGE TRADED FUNDS | $9,701 | 0.01% | 300 | 300 | — | $9,701 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $9,905 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $9,961 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $9,967 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $1.00万 | 0.01% | 400 | 400 | — | $1.00万 | 新建仓 |
| — | PGIM ROCK ETF TR | $1.02万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $1.04万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.06万 | 0.01% | 186 | 9 | 5.1% | $513 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.07万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1.07万 | 0.01% | 270 | 270 | — | $1.07万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.08万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $1.09万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $1.10万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.10万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.13万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $1.17万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $1.18万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL | $1.18万 | 0.01% | 6,300 | -13 | -0.2% | -$24 | 减仓 |
| LIN | LINDE PLC | $1.19万 | 0.01% | 24 | -16 | -40.0% | -$7,932 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.20万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.21万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $1.22万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $1.23万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $1.26万 | 0.01% | 306 | -2,971 | -90.7% | -$12.20万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.27万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.30万 | 0.01% | 1,124 | -2,000 | -64.0% | -$2.31万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1.35万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.36万 | 0.01% | 70 | 30 | 75.0% | $5,824 | 加仓 |
| — | FLEXSHARES TR | $1.38万 | 0.01% | 91 | -152 | -62.6% | -$2.31万 | 减仓 |
| INTU | INTUIT | $1.38万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.41万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.42万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $1.43万 | 0.01% | 118 | -1,741 | -93.7% | -$21.10万 | 减仓 |
| STM | STMICROELECTRONICS N V | $1.45万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.46万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $1.47万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $1.50万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1.50万 | 0.01% | 534 | 79 | 17.4% | $2,218 | 加仓 |
| GE | GE AEROSPACE | $1.50万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.51万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1.52万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.53万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $1.54万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.55万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.56万 | 0.01% | 81 | 50 | 161.3% | $9,645 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $1.60万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $1.61万 | 0.01% | 342 | -3,292 | -90.6% | -$15.48万 | 减仓 |
| PEP | PEPSICO INC | $1.65万 | 0.01% | 106 | 23 | 27.7% | $3,572 | 加仓 |
| PCAR | PACCAR INC | $1.73万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.76万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.83万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $1.87万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.90万 | 0.01% | 205 | 51 | 33.1% | $4,737 | 加仓 |
| RY | ROYAL BK CDA | $1.91万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.91万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.94万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1.98万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $1.98万 | 0.01% | 787 | -370 | -32.0% | -$9,305 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $1.98万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $1.99万 | 0.01% | 800 | 800 | — | $1.99万 | 新建仓 |
| QCOM | QUALCOMM INC | $2.00万 | 0.01% | 155 | 8 | 5.4% | $1,030 | 加仓 |
| APH | AMPHENOL CORP | $2.05万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2.06万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $2.07万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $2.10万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $2.17万 | 0.02% | 150 | 24 | 19.0% | $3,467 | 加仓 |
| REGL | PROSHARES TR | $2.33万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.41万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $2.44万 | 0.02% | 144 | 41 | 39.8% | $6,956 | 加仓 |
| NOBL | PROSHARES TR | $2.45万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $2.46万 | 0.02% | 166 | -216 | -56.5% | -$3.20万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2.46万 | 0.02% | 107 | -32 | -23.0% | -$7,353 | 减仓 |
| — | CALAMOS ETF TR | $2.48万 | 0.02% | 952 | 952 | — | $2.48万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.49万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.51万 | 0.02% | 267 | 75 | 39.1% | $7,049 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2.53万 | 0.02% | 6 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $2.57万 | 0.02% | 291 | 0 | 0.0% | — | 不变 |
| REM | ISHARES TR | $2.58万 | 0.02% | 1,204 | 1,204 | — | $2.58万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $2.65万 | 0.02% | 398 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.69万 | 0.02% | 28 | 7 | 33.3% | $6,732 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.71万 | 0.02% | 404 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $2.74万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $2.74万 | 0.02% | 350 | 350 | — | $2.74万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.75万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $2.78万 | 0.02% | 808 | -455 | -36.0% | -$1.56万 | 减仓 |
| SLB | SLB LIMITED | $2.79万 | 0.02% | 543 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $2.80万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| CVIE | MORGAN STANLEY ETF TRUST | $2.88万 | 0.02% | 396 | -3,314 | -89.3% | -$24.09万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $2.93万 | 0.02% | 639 | -1,155 | -64.4% | -$5.30万 | 减仓 |
| RH | RH | $2.95万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.97万 | 0.02% | 308 | 24 | 8.5% | $2,313 | 加仓 |
| EMLC | VANECK ETF TRUST | $2.98万 | 0.02% | 1,186 | 1,186 | — | $2.98万 | 新建仓 |
| TAXX | BONDBLOXX ETF TRUST | $3.01万 | 0.02% | 595 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $3.03万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.12万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |