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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $25.51万 | 0.15% | 7,327 | -312 | -4.1% | -$1.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.92万 | 0.15% | 518 | -122 | -19.1% | -$6.10万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $27.26万 | 0.16% | 2,128 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $27.95万 | 0.17% | 7,450 | 677 | 10.0% | $2.54万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $28.29万 | 0.17% | 1,844 | -44 | -2.3% | -$6,750 | 减仓 |
| GOOG | ALPHABET INC | $28.37万 | 0.17% | 803 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.65万 | 0.17% | 269 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $29.54万 | 0.18% | 2,972 | 292 | 10.9% | $2.90万 | 加仓 |
| USB | US BANCORP | $29.55万 | 0.18% | 4,892 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $29.66万 | 0.18% | 6,256 | -508 | -7.5% | -$2.41万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $30.15万 | 0.18% | 439 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $31.05万 | 0.18% | 4,462 | 8 | 0.2% | $557 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $31.80万 | 0.19% | 950 | -103 | -9.8% | -$3.45万 | 减仓 |
| — | TIDAL TRUST III | $33.10万 | 0.20% | 7,807 | 535 | 7.4% | $2.27万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $33.83万 | 0.20% | 5,159 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS ETF TR | $34.01万 | 0.20% | 7,157 | 906 | 14.5% | $4.31万 | 加仓 |
| HYD | VANECK ETF TRUST | $37.08万 | 0.22% | 7,199 | 426 | 6.3% | $2.19万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $37.16万 | 0.22% | 10,982 | -576 | -5.0% | -$1.95万 | 减仓 |
| TBIL | RBB FD INC | $38.76万 | 0.23% | 7,773 | -2,153 | -21.7% | -$10.73万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $39.29万 | 0.23% | 3,420 | 473 | 16.1% | $5.43万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $50.09万 | 0.30% | 2,149 | 3 | 0.1% | $699 | 加仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $51.19万 | 0.30% | 10,108 | -462 | -4.4% | -$2.34万 | 减仓 |
| AAPL | APPLE INC | $52.23万 | 0.31% | 1,805 | 123 | 7.3% | $3.56万 | 加仓 |
| SBUX | STARBUCKS CORP | $53.52万 | 0.32% | 5,237 | -207 | -3.8% | -$2.12万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $61.24万 | 0.36% | 10,580 | 462 | 4.6% | $2.67万 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $61.28万 | 0.36% | 4,946 | -63 | -1.3% | -$7,806 | 减仓 |
| FEOE | RBB FUND TRUST | $63.47万 | 0.38% | 11,885 | 1,684 | 16.5% | $8.99万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $64.16万 | 0.38% | 23,357 | 1,029 | 4.6% | $2.83万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $69.56万 | 0.41% | 11,691 | -539 | -4.4% | -$3.21万 | 减仓 |
| QQQ | INVESCO QQQ TR | $69.88万 | 0.42% | 949 | 42 | 4.6% | $3.09万 | 加仓 |
| TSLA | TESLA INC | $75.20万 | 0.45% | 1,788 | 1 | 0.1% | $421 | 加仓 |
| — | ETF SER SOLUTIONS | $85.20万 | 0.51% | 10,357 | 1,108 | 12.0% | $9.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $99.16万 | 0.59% | 1,060 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $105.27万 | 0.63% | 4,417 | 60 | 1.4% | $1.43万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $108.78万 | 0.65% | 35,619 | -966 | -2.6% | -$2.95万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $110.73万 | 0.66% | 41,967 | 6,406 | 18.0% | $16.90万 | 加仓 |
| VGT | VANGUARD WORLD FD | $161.22万 | 0.96% | 13,489 | 1 | 0.0% | $120 | 加仓 |
| VTI | VANGUARD INDEX FDS | $164.52万 | 0.98% | 4,446 | 93 | 2.1% | $3.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $194.57万 | 1.16% | 5,216 | 72 | 1.4% | $2.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $201.15万 | 1.19% | 10,053 | 250 | 2.6% | $5.00万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $238.48万 | 1.42% | 49,323 | 4,082 | 9.0% | $19.74万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $266.47万 | 1.58% | 52,352 | 4,270 | 8.9% | $21.73万 | 加仓 |
| THYF | T ROWE PRICE EXCHANGE-TRADED | $273.61万 | 1.63% | 53,062 | 3,099 | 6.2% | $15.98万 | 加仓 |
| RAAX | VANECK ETF TRUST | $326.73万 | 1.94% | 82,363 | 7,908 | 10.6% | $31.37万 | 加仓 |
| — | PGIM ETF TR | $394.01万 | 2.34% | 78,991 | 5,485 | 7.5% | $27.36万 | 加仓 |
| OBIL | RBB FD INC | $407.02万 | 2.42% | 81,444 | 6,940 | 9.3% | $34.68万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $489.31万 | 2.91% | 93,755 | 8,021 | 9.4% | $41.86万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $517.80万 | 3.08% | 127,584 | 9,936 | 8.4% | $40.33万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $535.51万 | 3.18% | 117,333 | 5,683 | 5.1% | $25.94万 | 加仓 |
| FRDM | EA SERIES TRUST | $598.26万 | 3.55% | 82,066 | 3,181 | 4.0% | $23.19万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $601.87万 | 3.58% | 107,920 | 8,641 | 8.7% | $48.19万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $654.51万 | 3.89% | 65,061 | 4,962 | 8.3% | $49.92万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $696.29万 | 4.14% | 36,547 | 1,138 | 3.2% | $21.68万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $696.32万 | 4.14% | 102,385 | 7,881 | 8.3% | $53.60万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $815.77万 | 4.85% | 47,947 | 3,126 | 7.0% | $53.19万 | 加仓 |
| HGER | HARBOR ETF TRUST | $964.74万 | 5.73% | 328,814 | 17,368 | 5.6% | $50.96万 | 加仓 |
| IWY | ISHARES TR | $969.09万 | 5.76% | 33,346 | 1,947 | 6.2% | $56.58万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,546.68万 | 9.19% | 51,050 | 1,997 | 4.1% | $60.50万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,319.54万 | 13.78% | 470,685 | 30,302 | 6.9% | $149.33万 | 加仓 |