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 |
|---|---|---|---|---|---|---|---|---|
| — | NEW YORK LIFE INVTS ACTIVE E | $3.13万 | 0.02% | 1,450 | 750 | 107.1% | $1.62万 | 加仓 |
| GLW | CORNING INC | $3.17万 | 0.02% | 233 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $3.20万 | 0.02% | 703 | -4,869 | -87.4% | -$22.15万 | 减仓 |
| EFAV | ISHARES TR | $3.32万 | 0.02% | 363 | 363 | — | $3.32万 | 新建仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $3.49万 | 0.02% | 804 | 804 | — | $3.49万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3.53万 | 0.03% | 242 | 80 | 49.4% | $1.17万 | 加仓 |
| GLD | SPDR GOLD TR | $3.66万 | 0.03% | 85 | 4 | 4.9% | $1,721 | 加仓 |
| KO | COCA COLA CO | $3.67万 | 0.03% | 483 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $3.69万 | 0.03% | 231 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.69万 | 0.03% | 107 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3.69万 | 0.03% | 235 | 16 | 7.3% | $2,516 | 加仓 |
| PAVE | GLOBAL X FDS | $3.86万 | 0.03% | 759 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $3.96万 | 0.03% | 158 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3.97万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $3.99万 | 0.03% | 535 | 0 | 0.0% | — | 不变 |
| QDPL | PACER FDS TR | $4.25万 | 0.03% | 1,059 | -747 | -41.4% | -$3.00万 | 减仓 |
| BAC | BANK AMERICA CORP | $4.31万 | 0.03% | 884 | -121 | -12.0% | -$5,899 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $4.38万 | 0.03% | 611 | 115 | 23.2% | $8,235 | 加仓 |
| NVO | NOVO-NORDISK A S | $4.44万 | 0.03% | 1,209 | -975 | -44.6% | -$3.58万 | 减仓 |
| WFC | WELLS FARGO & CO | $4.45万 | 0.03% | 559 | -62 | -10.0% | -$4,936 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $4.47万 | 0.03% | 992 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $4.51万 | 0.03% | 1,822 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.51万 | 0.03% | 704 | -160 | -18.5% | -$1.03万 | 减仓 |
| NULG | NUSHARES ETF TR | $4.57万 | 0.03% | 503 | -5,348 | -91.4% | -$48.63万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4.84万 | 0.03% | 80 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $4.88万 | 0.03% | 166 | 19 | 12.9% | $5,589 | 加仓 |
| IGSB | ISHARES TR | $4.91万 | 0.03% | 935 | 912 | 3,965.2% | $4.79万 | 加仓 |
| AMGN | AMGEN INC | $4.93万 | 0.03% | 140 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.14万 | 0.04% | 926 | -394 | -29.8% | -$2.19万 | 减仓 |
| DE | DEERE & CO | $5.29万 | 0.04% | 94 | 14 | 17.5% | $7,886 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $5.30万 | 0.04% | 1,050 | 50 | 5.0% | $2,522 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.31万 | 0.04% | 261 | -57 | -17.9% | -$1.16万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $5.42万 | 0.04% | 1,474 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $5.50万 | 0.04% | 1,745 | -197 | -10.1% | -$6,206 | 减仓 |
| CMDT | PIMCO ETF TR | $5.54万 | 0.04% | 1,717 | -1,758 | -50.6% | -$5.67万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5.65万 | 0.04% | 273 | 25 | 10.1% | $5,173 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $5.72万 | 0.04% | 1,345 | -841 | -38.5% | -$3.58万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5.99万 | 0.04% | 1,108 | 333 | 43.0% | $1.80万 | 加仓 |
| MRK | MERCK & CO INC | $5.99万 | 0.04% | 498 | 37 | 8.0% | $4,451 | 加仓 |
| MAIN | MAIN STR CAP CORP | $6.10万 | 0.04% | 1,152 | 520 | 82.3% | $2.75万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6.20万 | 0.04% | 124 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $6.43万 | 0.05% | 207 | 21 | 11.3% | $6,527 | 加仓 |
| IDV | ISHARES TR | $6.56万 | 0.05% | 1,542 | -222 | -12.6% | -$9,448 | 减仓 |
| GOVT | ISHARES TR | $6.58万 | 0.05% | 2,873 | 2,873 | — | $6.58万 | 新建仓 |
| IJR | ISHARES TR | $6.99万 | 0.05% | 562 | 560 | 28,000.0% | $6.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $7.16万 | 0.05% | 212 | 4 | 1.9% | $1,351 | 加仓 |
| VDC | VANGUARD WORLD FD | $7.25万 | 0.05% | 323 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $7.31万 | 0.05% | 588 | -283 | -32.5% | -$3.52万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7.41万 | 0.05% | 935 | 262 | 38.9% | $2.08万 | 加仓 |
| MELI | MERCADOLIBRE INC | $7.43万 | 0.05% | 43 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $7.53万 | 0.05% | 2,941 | 2,941 | — | $7.53万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $7.55万 | 0.05% | 1,609 | 1,609 | — | $7.55万 | 新建仓 |
| IJH | ISHARES TR | $8.04万 | 0.06% | 1,190 | -365 | -23.5% | -$2.46万 | 减仓 |
| IJT | ISHARES TR | $8.12万 | 0.06% | 561 | -73 | -11.5% | -$1.06万 | 减仓 |
| BA | BOEING CO | $8.56万 | 0.06% | 430 | 21 | 5.1% | $4,180 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $8.66万 | 0.06% | 1,144 | 1,144 | — | $8.66万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $8.71万 | 0.06% | 189 | -40 | -17.5% | -$1.84万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $9.61万 | 0.07% | 450 | -400 | -47.1% | -$8.55万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.74万 | 0.07% | 402 | -6 | -1.5% | -$1,454 | 减仓 |
| IEFA | ISHARES TR | $9.78万 | 0.07% | 1,080 | 1,080 | — | $9.78万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $10.71万 | 0.08% | 732 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $10.77万 | 0.08% | 1,146 | -233 | -16.9% | -$2.19万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $10.96万 | 0.08% | 251 | 251 | — | $10.96万 | 新建仓 |
| CSCO | CISCO SYS INC | $11.27万 | 0.08% | 1,453 | 1 | 0.1% | $78 | 加仓 |
| GOOGL | ALPHABET INC | $11.33万 | 0.08% | 394 | -108 | -21.5% | -$3.11万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $12.12万 | 0.09% | 5,199 | -4,104 | -44.1% | -$9.57万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $12.41万 | 0.09% | 1,639 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $12.63万 | 0.09% | 814 | 814 | — | $12.63万 | 新建仓 |
| — | ISHARES TR | $13.37万 | 0.09% | 2,888 | 2,888 | — | $13.37万 | 新建仓 |
| NFLX | NETFLIX INC. | $13.56万 | 0.10% | 1,410 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $13.62万 | 0.10% | 739 | -5 | -0.7% | -$921 | 减仓 |
| SPYI | NEOS ETF TRUST | $14.50万 | 0.10% | 2,938 | 417 | 16.5% | $2.06万 | 加仓 |
| — | ISHARES TR | $14.56万 | 0.10% | 4,936 | -137 | -2.7% | -$4,041 | 减仓 |
| VHT | VANGUARD WORLD FD | $14.84万 | 0.11% | 545 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $14.99万 | 0.11% | 522 | 522 | — | $14.99万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $15.98万 | 0.11% | 2,302 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $16.21万 | 0.11% | 663 | 20 | 3.1% | $4,889 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $17.02万 | 0.12% | 4,528 | 4,528 | — | $17.02万 | 新建仓 |
| HD | HOME DEPOT INC | $17.73万 | 0.13% | 539 | 19 | 3.7% | $6,249 | 加仓 |
| VOT | VANGUARD INDEX FDS | $18.01万 | 0.13% | 700 | -6 | -0.8% | -$1,544 | 减仓 |
| XBI | SPDR SERIES TRUST | $18.38万 | 0.13% | 1,439 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $19.06万 | 0.14% | 269 | 15 | 5.9% | $1.06万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $22.74万 | 0.16% | 1,053 | 195 | 22.7% | $4.21万 | 加仓 |
| GOOG | ALPHABET INC | $23.03万 | 0.16% | 803 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $23.30万 | 0.17% | 7,639 | 612 | 8.7% | $1.87万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $23.50万 | 0.17% | 1,888 | -194 | -9.3% | -$2.41万 | 减仓 |
| ACWV | ISHARES INC | $23.64万 | 0.17% | 1,978 | -3,180 | -61.7% | -$38.00万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $23.66万 | 0.17% | 2,128 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $24.32万 | 0.17% | 6,773 | 6,773 | — | $24.32万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $25.21万 | 0.18% | 2,680 | 2,680 | — | $25.21万 | 新建仓 |
| USB | US BANCORP | $25.44万 | 0.18% | 4,892 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $25.46万 | 0.18% | 445 | -19 | -4.1% | -$1.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $26.23万 | 0.19% | 439 | -169 | -27.8% | -$10.10万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $26.84万 | 0.19% | 4,454 | -31 | -0.7% | -$1,868 | 减仓 |
| OUSM | ALPS ETF TR | $27.34万 | 0.19% | 6,251 | 5,430 | 661.4% | $23.75万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.60万 | 0.20% | 2,947 | 2,947 | — | $27.60万 | 新建仓 |
| — | TIDAL TRUST III | $28.78万 | 0.20% | 7,272 | -6,532 | -47.3% | -$25.85万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $29.88万 | 0.21% | 5,159 | -282 | -5.2% | -$1.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.67万 | 0.22% | 640 | -50 | -7.2% | -$2.40万 | 减仓 |
| EAGG | ISHARES TR | $32.16万 | 0.23% | 6,764 | -7,350 | -52.1% | -$34.95万 | 减仓 |