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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $33.67万 | 0.24% | 11,558 | 1,136 | 10.9% | $3.31万 | 加仓 |
| HYD | VANECK ETF TRUST | $33.96万 | 0.24% | 6,773 | 321 | 5.0% | $1.61万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $39.13万 | 0.28% | 2,146 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $42.69万 | 0.30% | 1,682 | -83 | -4.7% | -$2.11万 | 减仓 |
| SBUX | STARBUCKS CORP | $48.77万 | 0.35% | 5,444 | -46 | -0.8% | -$4,121 | 减仓 |
| TBIL | RBB FD INC | $49.49万 | 0.35% | 9,926 | -101,541 | -91.1% | -$506.29万 | 减仓 |
| FEOE | RBB FUND TRUST | $51.47万 | 0.36% | 10,201 | 10,201 | — | $51.47万 | 新建仓 |
| — | ETF SER SOLUTIONS | $52.25万 | 0.37% | 9,249 | 9,249 | — | $52.25万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $52.35万 | 0.37% | 907 | -42 | -4.4% | -$2.42万 | 减仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $53.49万 | 0.38% | 10,570 | 2,158 | 25.7% | $10.92万 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $55.25万 | 0.39% | 5,009 | -13 | -0.3% | -$1,434 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $55.58万 | 0.39% | 10,118 | -89,144 | -89.8% | -$489.67万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $60.62万 | 0.43% | 22,328 | -313 | -1.4% | -$8,498 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $61.74万 | 0.44% | 12,230 | -120,167 | -90.8% | -$606.61万 | 减仓 |
| TSLA | TESLA INC | $66.43万 | 0.47% | 1,787 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $90.74万 | 0.64% | 4,357 | -595 | -12.0% | -$12.39万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $93.45万 | 0.66% | 35,561 | -1,717 | -4.6% | -$4.51万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $105.62万 | 0.75% | 1,060 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $105.91万 | 0.75% | 36,585 | -131,967 | -78.3% | -$382.04万 | 减仓 |
| VGT | VANGUARD WORLD FD | $117.64万 | 0.83% | 1,686 | -174 | -9.4% | -$12.14万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $139.65万 | 0.99% | 4,353 | -10,938 | -71.5% | -$350.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $170.96万 | 1.21% | 9,803 | -237 | -2.4% | -$4.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $190.42万 | 1.35% | 5,144 | -666 | -11.5% | -$24.65万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $216.34万 | 1.53% | 45,241 | 4,291 | 10.5% | $20.52万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $243.99万 | 1.73% | 48,082 | 45,887 | 2,090.5% | $232.85万 | 加仓 |
| THYF | T ROWE PRICE ETF INC | $254.84万 | 1.81% | 49,963 | 380 | 0.8% | $1.94万 | 加仓 |
| RAAX | VANECK ETF TRUST | $303.11万 | 2.15% | 74,455 | 74,455 | — | $303.11万 | 新建仓 |
| — | PGIM ETF TR | $364.55万 | 2.58% | 73,506 | -70,710 | -49.0% | -$350.69万 | 减仓 |
| ALAI | THE ALGER ETF TRUST | $368.89万 | 2.61% | 111,650 | 111,650 | — | $368.89万 | 新建仓 |
| OBIL | RBB FD INC | $373.08万 | 2.64% | 74,504 | 74,504 | — | $373.08万 | 新建仓 |
| FRDM | EA SERIES TRUST | $431.11万 | 3.06% | 78,885 | -4,170 | -5.0% | -$22.79万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $447.45万 | 3.17% | 85,734 | 85,734 | — | $447.45万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $455.39万 | 3.23% | 99,279 | 99,193 | 115,340.7% | $455.00万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $470.58万 | 3.34% | 35,409 | -8,116 | -18.6% | -$107.86万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $476.94万 | 3.38% | 117,648 | 5,069 | 4.5% | $20.55万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $549.82万 | 3.90% | 94,504 | 93,890 | 15,291.5% | $546.25万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $561.50万 | 3.98% | 60,099 | 60,035 | 93,804.7% | $560.91万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $650.00万 | 4.61% | 44,821 | 44,783 | 117,850.0% | $649.45万 | 加仓 |
| IWY | ISHARES TR | $781.32万 | 5.54% | 31,399 | 2,714 | 9.5% | $67.53万 | 加仓 |
| HGER | HARBOR ETF TRUST | $965.79万 | 6.85% | 311,446 | 121,341 | 63.8% | $376.28万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,165.59万 | 8.26% | 49,053 | -15,590 | -24.1% | -$370.45万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,873.39万 | 13.28% | 440,383 | 46,939 | 11.9% | $199.68万 | 加仓 |