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 |
|---|---|---|---|---|---|---|---|---|
| XLB | SELECT SECTOR SPDR TR | $7,015 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $7,032 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $7,197 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $7,369 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $7,610 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,614 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $7,636 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $7,923 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $8,042 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $8,077 | 0.00% | 329 | 14 | 4.4% | $344 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $8,243 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $8,352 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $8,407 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $8,503 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $8,592 | 0.01% | 78 | 78 | — | $8,592 | 新建仓 |
| VLO | VALERO ENERGY CORP | $8,595 | 0.01% | 33 | 0 | 0.0% | — | 重新持有 |
| NOK | NOKIA CORP | $8,752 | 0.01% | 659 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $8,896 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $8,931 | 0.01% | 482 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $8,949 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $9,519 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $9,581 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $9,768 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| SELV | SEI EXCHANGE TRADED FUNDS | $9,804 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $9,813 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $9,882 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $9,976 | 0.01% | 400 | -200 | -33.3% | -$4,988 | 减仓 |
| CTVA | CORTEVA INC | $1.01万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.02万 | 0.01% | 100 | 100 | — | $1.02万 | 新建仓 |
| DIS | DISNEY WALT CO | $1.03万 | 0.01% | 107 | -201 | -65.3% | -$1.93万 | 减仓 |
| WAT | WATERS CORP | $1.05万 | 0.01% | 28 | -2 | -6.7% | -$750 | 减仓 |
| UL | UNILEVER PLC | $1.06万 | 0.01% | 177 | -9 | -4.8% | -$541 | 减仓 |
| PFE | PFIZER INC | $1.10万 | 0.01% | 455 | -79 | -14.8% | -$1,902 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.12万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $1.12万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.12万 | 0.01% | 83 | -23 | -21.7% | -$3,114 | 减仓 |
| HEFA | ISHARES TR | $1.15万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1.15万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $1.16万 | 0.01% | 419 | -368 | -46.8% | -$1.02万 | 减仓 |
| ADBE | ADOBE INC | $1.19万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.22万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $1.24万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.25万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $1.34万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.35万 | 0.01% | 154 | -51 | -24.9% | -$4,476 | 减仓 |
| C | CITIGROUP INC | $1.36万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $1.36万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $1.36万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $1.37万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.38万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.40万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $1.44万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.44万 | 0.01% | 76 | -5 | -6.2% | -$949 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.47万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $1.47万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $1.51万 | 0.01% | 298 | 200 | 204.1% | $1.01万 | 加仓 |
| — | CALAMOS ETF TR | $1.51万 | 0.01% | 516 | 516 | — | $1.51万 | 新建仓 |
| GEV | GE VERNOVA INC | $1.53万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.53万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.53万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.55万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.56万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $1.58万 | 0.01% | 157 | 157 | — | $1.58万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $1.59万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.60万 | 0.01% | 55 | -52 | -48.6% | -$1.51万 | 减仓 |
| — | FLEXSHARES TR | $1.60万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $1.63万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $1.65万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.66万 | 0.01% | 44 | 5 | 12.8% | $1,889 | 加仓 |
| DSI | ISHARES TR | $1.68万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.72万 | 0.01% | 23 | 21 | 1,050.0% | $1.57万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1.73万 | 0.01% | 255 | 255 | — | $1.73万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $1.77万 | 0.01% | 192 | -75 | -28.1% | -$6,920 | 减仓 |
| PSK | SPDR SERIES TRUST | $1.78万 | 0.01% | 584 | 107 | 22.4% | $3,267 | 重新持有 |
| LOW | LOWES COS INC | $1.79万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1.80万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL | $1.87万 | 0.01% | 6,200 | -100 | -1.6% | -$302 | 减仓 |
| ESML | ISHARES TR | $1.91万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1.92万 | 0.01% | 131 | -19 | -12.7% | -$2,786 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.94万 | 0.01% | 65 | -5 | -7.1% | -$1,490 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1.96万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.98万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $1.99万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.02万 | 0.01% | 21 | -7 | -25.0% | -$6,731 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.06万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.07万 | 0.01% | 93 | -14 | -13.1% | -$3,120 | 减仓 |
| SMDV | PROSHARES TR | $2.10万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $2.14万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2.16万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $2.20万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2.27万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2.33万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $2.35万 | 0.01% | 309 | 18 | 6.2% | $1,369 | 加仓 |
| RY | ROYAL BK CDA | $2.44万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $2.47万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.50万 | 0.01% | 162 | -80 | -33.1% | -$1.23万 | 减仓 |
| SLB | SLB LIMITED | $2.52万 | 0.01% | 543 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $2.53万 | 0.02% | 786 | -22 | -2.7% | -$709 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.54万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $2.55万 | 0.02% | 952 | 0 | 0.0% | — | 不变 |