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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $6.43万 | 0.05% | 207 | 21 | 11.3% | $6,527 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6.20万 | 0.04% | 124 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $6.10万 | 0.04% | 1,152 | 520 | 82.3% | $2.75万 | 加仓 |
| MRK | MERCK & CO INC | $5.99万 | 0.04% | 498 | 37 | 8.0% | $4,451 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5.99万 | 0.04% | 1,108 | 333 | 43.0% | $1.80万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $5.72万 | 0.04% | 1,345 | -841 | -38.5% | -$3.58万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5.65万 | 0.04% | 273 | 25 | 10.1% | $5,173 | 加仓 |
| CMDT | PIMCO ETF TR | $5.54万 | 0.04% | 1,717 | -1,758 | -50.6% | -$5.67万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $5.50万 | 0.04% | 1,745 | -197 | -10.1% | -$6,206 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $5.42万 | 0.04% | 1,474 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.31万 | 0.04% | 261 | -57 | -17.9% | -$1.16万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $5.30万 | 0.04% | 1,050 | 50 | 5.0% | $2,522 | 加仓 |
| DE | DEERE & CO | $5.29万 | 0.04% | 94 | 14 | 17.5% | $7,886 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.14万 | 0.04% | 926 | -394 | -29.8% | -$2.19万 | 减仓 |
| AMGN | AMGEN INC | $4.93万 | 0.03% | 140 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $4.91万 | 0.03% | 935 | 912 | 3,965.2% | $4.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4.88万 | 0.03% | 166 | 19 | 12.9% | $5,589 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $4.84万 | 0.03% | 80 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $4.57万 | 0.03% | 503 | -5,348 | -91.4% | -$48.63万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.51万 | 0.03% | 704 | -160 | -18.5% | -$1.03万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $4.51万 | 0.03% | 1,822 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $4.47万 | 0.03% | 992 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $4.45万 | 0.03% | 559 | -62 | -10.0% | -$4,936 | 减仓 |
| NVO | NOVO-NORDISK A S | $4.44万 | 0.03% | 1,209 | -975 | -44.6% | -$3.58万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $4.38万 | 0.03% | 611 | 115 | 23.2% | $8,235 | 加仓 |
| BAC | BANK AMERICA CORP | $4.31万 | 0.03% | 884 | -121 | -12.0% | -$5,899 | 减仓 |
| QDPL | PACER FDS TR | $4.25万 | 0.03% | 1,059 | -747 | -41.4% | -$3.00万 | 减仓 |
| GM | GENERAL MTRS CO | $3.99万 | 0.03% | 535 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3.97万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $3.96万 | 0.03% | 158 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $3.86万 | 0.03% | 759 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3.69万 | 0.03% | 235 | 16 | 7.3% | $2,516 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.69万 | 0.03% | 107 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $3.69万 | 0.03% | 231 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $3.67万 | 0.03% | 483 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $3.66万 | 0.03% | 85 | 4 | 4.9% | $1,721 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3.53万 | 0.03% | 242 | 80 | 49.4% | $1.17万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $3.49万 | 0.02% | 804 | 804 | — | $3.49万 | 新建仓 |
| EFAV | ISHARES TR | $3.32万 | 0.02% | 363 | 363 | — | $3.32万 | 新建仓 |
| NULV | NUSHARES ETF TR | $3.20万 | 0.02% | 703 | -4,869 | -87.4% | -$22.15万 | 减仓 |
| GLW | CORNING INC | $3.17万 | 0.02% | 233 | 0 | 0.0% | — | 不变 |
| — | NEW YORK LIFE INVTS ACTIVE E | $3.13万 | 0.02% | 1,450 | 750 | 107.1% | $1.62万 | 加仓 |
| ORCL | ORACLE CORP | $3.12万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $3.03万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX ETF TRUST | $3.01万 | 0.02% | 595 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $2.98万 | 0.02% | 1,186 | 1,186 | — | $2.98万 | 新建仓 |
| DIS | DISNEY WALT CO | $2.97万 | 0.02% | 308 | 24 | 8.5% | $2,313 | 加仓 |
| RH | RH | $2.95万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $2.93万 | 0.02% | 639 | -1,155 | -64.4% | -$5.30万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $2.88万 | 0.02% | 396 | -3,314 | -89.3% | -$24.09万 | 减仓 |
| IMCV | ISHARES TR | $2.80万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.79万 | 0.02% | 543 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $2.78万 | 0.02% | 808 | -455 | -36.0% | -$1.56万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.75万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $2.74万 | 0.02% | 350 | 350 | — | $2.74万 | 新建仓 |
| RACE | FERRARI N V | $2.74万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.71万 | 0.02% | 404 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.69万 | 0.02% | 28 | 7 | 33.3% | $6,732 | 加仓 |
| DAL | DELTA AIR LINES INC | $2.65万 | 0.02% | 398 | 0 | 0.0% | — | 不变 |
| REM | ISHARES TR | $2.58万 | 0.02% | 1,204 | 1,204 | — | $2.58万 | 新建仓 |
| IAU | ISHARES GOLD TR | $2.57万 | 0.02% | 291 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $2.53万 | 0.02% | 6 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.51万 | 0.02% | 267 | 75 | 39.1% | $7,049 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.49万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $2.48万 | 0.02% | 952 | 952 | — | $2.48万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $2.46万 | 0.02% | 107 | -32 | -23.0% | -$7,353 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2.46万 | 0.02% | 166 | -216 | -56.5% | -$3.20万 | 减仓 |
| NOBL | PROSHARES TR | $2.45万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $2.44万 | 0.02% | 144 | 41 | 39.8% | $6,956 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2.41万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $2.33万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $2.17万 | 0.02% | 150 | 24 | 19.0% | $3,467 | 加仓 |
| FIVE | FIVE BELOW INC | $2.10万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $2.07万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2.06万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $2.05万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2.00万 | 0.01% | 155 | 8 | 5.4% | $1,030 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $1.99万 | 0.01% | 800 | 800 | — | $1.99万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1.98万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $1.98万 | 0.01% | 787 | -370 | -32.0% | -$9,305 | 减仓 |
| WELL | WELLTOWER INC | $1.98万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.94万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.91万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $1.91万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.90万 | 0.01% | 205 | 51 | 33.1% | $4,737 | 加仓 |
| SMDV | PROSHARES TR | $1.87万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.83万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.76万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1.73万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.65万 | 0.01% | 106 | 23 | 27.7% | $3,572 | 加仓 |
| ESML | ISHARES TR | $1.61万 | 0.01% | 342 | -3,292 | -90.6% | -$15.48万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $1.60万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.56万 | 0.01% | 81 | 50 | 161.3% | $9,645 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.55万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $1.54万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.53万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1.52万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.51万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.50万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1.50万 | 0.01% | 534 | 79 | 17.4% | $2,218 | 加仓 |