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 |
|---|---|---|---|---|---|---|---|---|
| REM | ISHARES TR | $2.58万 | 0.02% | 1,171 | -33 | -2.7% | -$728 | 减仓 |
| NOBL | PROSHARES TR | $2.59万 | 0.02% | 462 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $2.62万 | 0.02% | 166 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $2.67万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.70万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $2.82万 | 0.02% | 621 | -18 | -2.8% | -$816 | 减仓 |
| APH | AMPHENOL CORP | $2.86万 | 0.02% | 162 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $2.88万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.98万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $3.02万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $3.02万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX ETF TRUST | $3.02万 | 0.02% | 595 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $3.02万 | 0.02% | 82 | -3 | -3.5% | -$1,105 | 减仓 |
| ORCL | ORACLE CORP | $3.11万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3.14万 | 0.02% | 170 | 15 | 9.7% | $2,772 | 加仓 |
| STM | STMICROELECTRONICS N V | $3.15万 | 0.02% | 421 | 0 | 0.0% | — | 不变 |
| — | NEW YORK LIFE INVTS ACTIVE E | $3.16万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $3.18万 | 0.02% | 363 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.24万 | 0.02% | 102 | 2 | 2.0% | $635 | 加仓 |
| BDX | BECTON DICKINSON & CO | $3.31万 | 0.02% | 219 | -16 | -6.8% | -$2,421 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $3.37万 | 0.02% | 396 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.43万 | 0.02% | 45 | 0 | 0.0% | — | 重新持有 |
| SIVR | ABRDN SILVER ETF TRUST | $3.44万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| RH | RH | $3.48万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $3.50万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $3.51万 | 0.02% | 703 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.52万 | 0.02% | 404 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $3.62万 | 0.02% | 804 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3.65万 | 0.02% | 71 | -53 | -42.7% | -$2.72万 | 减仓 |
| DAL | DELTA AIR LINES INC | $3.73万 | 0.02% | 398 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $3.84万 | 0.02% | 106 | -34 | -24.3% | -$1.23万 | 减仓 |
| KO | COCA COLA CO | $3.93万 | 0.02% | 483 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3.95万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $4.04万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $4.08万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $4.11万 | 0.02% | 248 | -25 | -9.2% | -$4,144 | 减仓 |
| GM | GENERAL MTRS CO | $4.12万 | 0.02% | 535 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $4.47万 | 0.03% | 759 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $4.53万 | 0.03% | 992 | 0 | 0.0% | — | 不变 |
| QDPL | PACER FDS TR | $4.56万 | 0.03% | 1,012 | -47 | -4.4% | -$2,118 | 减仓 |
| WFC | WELLS FARGO & CO | $4.62万 | 0.03% | 559 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $4.69万 | 0.03% | 922 | 311 | 50.9% | $1.58万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4.83万 | 0.03% | 932 | -677 | -42.1% | -$3.51万 | 减仓 |
| CMDT | PIMCO ETF TR | $4.83万 | 0.03% | 1,576 | -141 | -8.2% | -$4,324 | 减仓 |
| BAC | BANK OF AMER CORP | $4.93万 | 0.03% | 865 | -19 | -2.1% | -$1,083 | 减仓 |
| MCD | MCDONALDS CORP | $5.03万 | 0.03% | 186 | -21 | -10.1% | -$5,677 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $5.14万 | 0.03% | 1,532 | -213 | -12.2% | -$7,144 | 减仓 |
| IJR | ISHARES TR | $5.22万 | 0.03% | 352 | -210 | -37.4% | -$3.11万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $5.31万 | 0.03% | 1,050 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $5.36万 | 0.03% | 650 | -494 | -43.2% | -$4.08万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $5.36万 | 0.03% | 1,936 | 114 | 6.3% | $3,158 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.41万 | 0.03% | 759 | 55 | 7.8% | $3,919 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5.50万 | 0.03% | 168 | 2 | 1.2% | $655 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.53万 | 0.03% | 900 | -26 | -2.8% | -$1,598 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.68万 | 0.03% | 119 | 95 | 395.8% | $4.54万 | 加仓 |
| NVO | NOVO-NORDISK A S | $5.70万 | 0.03% | 1,190 | -19 | -1.6% | -$911 | 减仓 |
| IDV | ISHARES TR | $5.78万 | 0.03% | 1,395 | -147 | -9.5% | -$6,090 | 减仓 |
| MAIN | MAIN STR CAP CORP | $5.84万 | 0.03% | 1,125 | -27 | -2.3% | -$1,401 | 减仓 |
| NULG | NUSHARES ETF TR | $5.89万 | 0.03% | 503 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $5.92万 | 0.04% | 461 | -37 | -7.4% | -$4,755 | 减仓 |
| GLW | CORNING INC | $5.95万 | 0.04% | 233 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $5.96万 | 0.04% | 94 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $6.43万 | 0.04% | 666 | -414 | -38.3% | -$4.00万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $7.19万 | 0.04% | 1,204 | 96 | 8.7% | $5,730 | 加仓 |
| VDC | VANGUARD WORLD FD | $7.28万 | 0.04% | 323 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $7.30万 | 0.04% | 43 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $7.69万 | 0.05% | 1,474 | 0 | 0.0% | — | 不变 |
| LVHD | LEGG MASON ETF INVT | $7.78万 | 0.05% | 1,768 | 423 | 31.4% | $1.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $8.56万 | 0.05% | 734 | 2 | 0.3% | $233 | 加仓 |
| BA | BOEING CO | $9.01万 | 0.05% | 416 | -14 | -3.3% | -$3,031 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $9.11万 | 0.05% | 229 | 40 | 21.2% | $1.59万 | 加仓 |
| IJH | ISHARES TR | $9.18万 | 0.05% | 1,190 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $10.02万 | 0.06% | 561 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $10.07万 | 0.06% | 1,410 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $10.23万 | 0.06% | 1,188 | -318 | -21.1% | -$2.74万 | 减仓 |
| EMB | ISHARES TR | $10.51万 | 0.06% | 1,089 | -57 | -5.0% | -$5,499 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.88万 | 0.06% | 387 | -15 | -3.7% | -$4,218 | 减仓 |
| WMT | WALMART INC | $10.92万 | 0.06% | 964 | 376 | 63.9% | $4.26万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $11.56万 | 0.07% | 4,930 | -269 | -5.2% | -$6,306 | 减仓 |
| VO | VANGUARD INDEX FDS | $12.89万 | 0.08% | 1,600 | -488 | -23.4% | -$3.93万 | 减仓 |
| IUSG | ISHARES TR | $13.26万 | 0.08% | 705 | -109 | -13.4% | -$2.05万 | 减仓 |
| — | ISHARES TR | $13.49万 | 0.08% | 2,888 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $13.93万 | 0.08% | 705 | -34 | -4.6% | -$6,718 | 减仓 |
| — | ISHARES TR | $13.97万 | 0.08% | 4,799 | -137 | -2.8% | -$3,987 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $14.04万 | 0.08% | 1,639 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $14.18万 | 0.08% | 2,670 | -268 | -9.1% | -$1.42万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $16.19万 | 0.10% | 4,848 | 320 | 7.1% | $1.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $16.33万 | 0.10% | 643 | -20 | -3.0% | -$5,079 | 减仓 |
| VHT | VANGUARD WORLD FD | $16.57万 | 0.10% | 554 | 9 | 1.7% | $2,691 | 加仓 |
| CSCO | CISCO SYS INC | $17.06万 | 0.10% | 1,452 | -1 | -0.1% | -$117 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $18.13万 | 0.11% | 2,326 | 24 | 1.0% | $1,870 | 加仓 |
| GOOGL | ALPHABET INC | $18.19万 | 0.11% | 509 | 115 | 29.2% | $4.11万 | 加仓 |
| HD | HOME DEPOT INC | $18.62万 | 0.11% | 528 | -11 | -2.0% | -$3,879 | 减仓 |
| LRCX | LAM RESEARCH CORP | $19.59万 | 0.12% | 452 | 2 | 0.4% | $867 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.33万 | 0.12% | 350 | 89 | 34.1% | $5.17万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $20.58万 | 0.12% | 672 | -28 | -4.0% | -$8,576 | 减仓 |
| ACWV | ISHARES INC | $22.77万 | 0.14% | 1,894 | -84 | -4.2% | -$1.01万 | 减仓 |
| XBI | SPDR SERIES TRUST | $23.07万 | 0.14% | 1,458 | 19 | 1.3% | $3,007 | 加仓 |
| META | META PLATFORMS INC | $23.83万 | 0.14% | 423 | -22 | -4.9% | -$1.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $24.24万 | 0.14% | 210 | -2 | -0.9% | -$2,309 | 减仓 |