13F 机构持仓

Sunrise Financial Services, LLC

BURIEN WA · SEC CIK 0002110891

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGDV 13.3%
QQQM 8.3%
HGER 6.8%
IWY 5.5%
XMMO 4.6%
BKIE 4.0%
DYNF 3.9%
LVHI 3.4%
XLK 3.3%
PRFZ 3.2%

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
— INVESCO ACTIVELY MANAGED EXC $00.00%0 -193,638-100.0% -$311.20万 清仓
SPYD SPDR SERIES TRUST $00.00%0 -1,000-100.0% -$4.33万 清仓
ZIM ZIM INTEGRATED SHIPPING SERV $00.00%0 -2,000-100.0% -$4.25万 清仓
VXUS VANGUARD STAR FDS $00.00%0 -294-100.0% -$2.22万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 —— — 申报中断
PSK SPDR SERIES TRUST $00.00%0 —— — 申报中断
TEX TEREX CORP NEW $00.00%0 -200-100.0% -$1.07万 清仓
— DIGITALBRIDGE GROUP INC $00.00%0 -484-100.0% -$7,425 清仓
IXUS ISHARES TR $00.00%0 -85-100.0% -$7,194 清仓
RITM RITHM CAPITAL CORP $00.00%0 -500-100.0% -$5,450 清仓
VLO VALERO ENERGY CORP $00.00%0 —— — 申报中断
CRM SALESFORCE INC $00.00%0 —— — 申报中断
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 —— — 申报中断
VNQ VANGUARD INDEX FDS $00.00%0 -47-100.0% -$4,159 清仓
HYMB SPDR SERIES TRUST $00.00%0 -130-100.0% -$3,242 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 -70-100.0% -$2,893 清仓
UNIT UNITI GROUP LLC $00.00%0 -180-100.0% -$1,262 清仓
AZN ASTRAZENECA PLC $00.00%0 -4-100.0% -$735 清仓
COHU COHU INC $00.00%0 -13-100.0% -$303 清仓
— VALARIS LTD $00.00%0 -3-100.0% -$5 清仓
MATV MATIV HOLDINGS INC $170.00%2 00.0% — 不变
— BEYOND MEAT INC $170.00%24 24— $17 新建仓
— ORION PROPERTIES INC $300.00%14 00.0% — 不变
RPD RAPID7 INC $330.00%6 6— $33 新建仓
— CANOPY GROWTH CORPORATION $400.00%42 42— $40 新建仓
GETYQ GETTY IMAGES HOLDINGS INC $440.00%55 55— $44 新建仓
USAR USA RARE EARTH INC $610.00%4 4— $61 新建仓
OGN ORGANON & CO $720.00%12 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $760.00%3 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $760.00%1 00.0% — 不变
AVTR AVANTOR INC $780.00%10 10— $78 新建仓
NHI NATIONAL HEALTH INVS INC $810.00%1 1— $81 新建仓
JANX JANUX THERAPEUTICS INC $830.00%6 6— $83 新建仓
— MEDIWOUND LTD $970.00%6 6— $97 新建仓
CNDT CONDUENT INC $1000.00%78 78— $100 新建仓
GEO GEO GROUP INC $1010.00%6 6— $101 新建仓
— AMERICAN RES CORP $1020.00%42 42— $102 新建仓
IQ IQIYI INC $1030.00%76 00.0% — 不变
CCC CCC INTELLIGENT SOLUTIONS HL $1080.00%18 18— $108 新建仓
CRML CRITICAL METALS CORP $1190.00%15 15— $119 新建仓
SNAP SNAP INC $1380.00%30 00.0% — 不变
— AMPLIFY ETF TR $1380.00%6 6— $138 新建仓
— ORGANIGRAM GLOBAL INC $1410.00%105 105— $141 新建仓
— SIDUS SPACE INC $1440.00%62 62— $144 新建仓
PLUG PLUG PWR INC $1580.00%70 00.0% — 不变
SMR NUSCALE PWR CORP $1630.00%15 15— $163 新建仓
MBLY MOBILEYE GLOBAL INC $1650.00%24 24— $165 新建仓
— TILRAY BRANDS INC $1680.00%26 16160.0% $103 加仓
MRVI MARAVAI LIFESCIENCES HLDGS I $1870.00%66 66— $187 新建仓
— DIREXION SHARES ETF TRUST $2070.00%9 9— $207 新建仓
BTC GRAYSCALE BITCOIN MINI TR ET $2100.00%7 7— $210 新建仓
RGTI RIGETTI COMPUTING INC $2110.00%15 15— $211 新建仓
UMAC UNUSUAL MACHS INC $2110.00%17 17— $211 新建仓
COO COOPER COS INC $2150.00%3 3— $215 新建仓
AES AES CORP $2250.00%16 16— $225 新建仓
— CARLSMED INC $2350.00%26 26— $235 新建仓
WAB WABTEC $2500.00%1 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $2640.00%5 5— $264 新建仓
RUN SUNRUN INC $2710.00%20 00.0% — 不变
ONDS ONDAS INC $2710.00%30 30— $271 新建仓
SDRL SEADRILL LTD $2730.00%6 6— $273 新建仓
LOVE LOVESAC COMPANY $2950.00%20 00.0% — 不变
GPK GRAPHIC PACKAGING HLDG CO $2980.00%30 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $3040.00%36 36— $304 新建仓
OCUL OCULAR THERAPEUTIX INC $3050.00%36 36— $305 新建仓
CHRW C H ROBINSON WORLDWIDE IN $3320.00%2 00.0% — 不变
BL BLACKLINE INC $3330.00%9 9— $333 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC $3390.00%6 6— $339 新建仓
PGNY PROGYNY INC $3400.00%20 00.0% — 不变
COIN COINBASE GLOBAL INC $3490.00%2 00.0% — 不变
PVH PVH CORPORATION $3490.00%5 5— $349 新建仓
FBIN FORTUNE BRANDS INNOVATIONS I $3510.00%9 00.0% — 不变
HFRO HIGHLAND OPPS & INCOME FD $4000.00%70 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $4070.00%11 11— $407 新建仓
SGRY SURGERY PARTNERS INC $4290.00%36 36— $429 新建仓
AVR ANTERIS TECHNOLOGIES GLOBAL $4330.00%78 78— $433 新建仓
EOG EOG RES INC $4340.00%3 3— $434 新建仓
CRVS CORVUS PHARMACEUTICALS INC $4390.00%30 30— $439 新建仓
ABVX ABIVAX SA $4450.00%4 4— $445 新建仓
BIOA BIOAGE LABS INC $4550.00%26 26— $455 新建仓
GH GUARDANT HEALTH INC $4620.00%5 5— $462 新建仓
BLCO BAUSCH PLUS LOMB CORP $4770.00%30 30— $477 新建仓
PANW PALO ALTO NETWORKS INC $4810.00%3 3— $481 新建仓
MDB MONGODB INC $4900.00%2 2— $490 新建仓
DCI DONALDSON INC $5090.00%6 00.0% — 不变
CPB THE CAMPBELLS COMPANY $5120.00%23 00.0% — 不变
— FEMASYS INC $5120.00%1,218 1,218— $512 新建仓
RCI ROGERS COMMUNICATIONS INC $5380.00%14 00.0% — 不变
CMI CUMMINS INC $5380.00%1 00.0% — 不变
ALB ALBEMARLE CORP $5390.00%3 3— $539 新建仓
VTRS VIATRIS INC $5540.00%41 00.0% — 不变
CHRD CHORD ENERGY CORPORATION $5690.00%4 00.0% — 不变
EVRG EVERGY INC $5730.00%7 00.0% — 不变
BILL BILL HOLDINGS INC $5750.00%15 15— $575 新建仓
MICC MAGNUM ICE CREAM CO NV $5980.00%40 00.0% — 不变
CG CARLYLE GROUP INC $6290.00%13 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC $6350.00%50 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $6440.00%7 -1-12.5% -$92 减仓
OC OWENS CORNING NEW $6490.00%6 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $6550.00%5 00.0% — 不变