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 |
|---|---|---|---|---|---|---|---|---|
| NULG | NUSHARES ETF TR | $5.89万 | 0.03% | 503 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $5.84万 | 0.03% | 1,125 | -27 | -2.3% | -$1,401 | 减仓 |
| IDV | ISHARES TR | $5.78万 | 0.03% | 1,395 | -147 | -9.5% | -$6,090 | 减仓 |
| NVO | NOVO-NORDISK A S | $5.70万 | 0.03% | 1,190 | -19 | -1.6% | -$911 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.68万 | 0.03% | 119 | 95 | 395.8% | $4.54万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.53万 | 0.03% | 900 | -26 | -2.8% | -$1,598 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5.50万 | 0.03% | 168 | 2 | 1.2% | $655 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.41万 | 0.03% | 759 | 55 | 7.8% | $3,919 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $5.36万 | 0.03% | 1,936 | 114 | 6.3% | $3,158 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $5.36万 | 0.03% | 650 | -494 | -43.2% | -$4.08万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $5.31万 | 0.03% | 1,050 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $5.22万 | 0.03% | 352 | -210 | -37.4% | -$3.11万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $5.14万 | 0.03% | 1,532 | -213 | -12.2% | -$7,144 | 减仓 |
| MCD | MCDONALDS CORP | $5.03万 | 0.03% | 186 | -21 | -10.1% | -$5,677 | 减仓 |
| BAC | BANK OF AMER CORP | $4.93万 | 0.03% | 865 | -19 | -2.1% | -$1,083 | 减仓 |
| CMDT | PIMCO ETF TR | $4.83万 | 0.03% | 1,576 | -141 | -8.2% | -$4,324 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $4.83万 | 0.03% | 932 | -677 | -42.1% | -$3.51万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $4.69万 | 0.03% | 922 | 311 | 50.9% | $1.58万 | 加仓 |
| WFC | WELLS FARGO & CO | $4.62万 | 0.03% | 559 | 0 | 0.0% | — | 不变 |
| QDPL | PACER FDS TR | $4.56万 | 0.03% | 1,012 | -47 | -4.4% | -$2,118 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $4.53万 | 0.03% | 992 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $4.47万 | 0.03% | 759 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $4.12万 | 0.02% | 535 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $4.11万 | 0.02% | 248 | -25 | -9.2% | -$4,144 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4.08万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $4.04万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3.95万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $3.93万 | 0.02% | 483 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $3.84万 | 0.02% | 106 | -34 | -24.3% | -$1.23万 | 减仓 |
| DAL | DELTA AIR LINES INC | $3.73万 | 0.02% | 398 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3.65万 | 0.02% | 71 | -53 | -42.7% | -$2.72万 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $3.62万 | 0.02% | 804 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.52万 | 0.02% | 404 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $3.51万 | 0.02% | 703 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $3.50万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| RH | RH | $3.48万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $3.44万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.43万 | 0.02% | 45 | 0 | 0.0% | — | 重新持有 |
| CVIE | MORGAN STANLEY ETF TRUST | $3.37万 | 0.02% | 396 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3.31万 | 0.02% | 219 | -16 | -6.8% | -$2,421 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.24万 | 0.02% | 102 | 2 | 2.0% | $635 | 加仓 |
| EFAV | ISHARES TR | $3.18万 | 0.02% | 363 | 0 | 0.0% | — | 不变 |
| — | NEW YORK LIFE INVTS ACTIVE E | $3.16万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $3.15万 | 0.02% | 421 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3.14万 | 0.02% | 170 | 15 | 9.7% | $2,772 | 加仓 |
| ORCL | ORACLE CORP | $3.11万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $3.02万 | 0.02% | 82 | -3 | -3.5% | -$1,105 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $3.02万 | 0.02% | 595 | 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 |
| MRVL | MARVELL TECHNOLOGY INC | $2.98万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $2.88万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $2.86万 | 0.02% | 162 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $2.82万 | 0.02% | 621 | -18 | -2.8% | -$816 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2.70万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $2.67万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $2.62万 | 0.02% | 166 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $2.59万 | 0.02% | 462 | 0 | 0.0% | — | 不变 |
| REM | ISHARES TR | $2.58万 | 0.02% | 1,171 | -33 | -2.7% | -$728 | 减仓 |
| — | CALAMOS ETF TR | $2.55万 | 0.02% | 952 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.54万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $2.53万 | 0.02% | 786 | -22 | -2.7% | -$709 | 减仓 |
| SLB | SLB LIMITED | $2.52万 | 0.01% | 543 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.50万 | 0.01% | 162 | -80 | -33.1% | -$1.23万 | 减仓 |
| REGL | PROSHARES TR | $2.47万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $2.44万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $2.35万 | 0.01% | 309 | 18 | 6.2% | $1,369 | 加仓 |
| V | VISA INC | $2.33万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2.27万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $2.20万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2.16万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $2.14万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $2.10万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.07万 | 0.01% | 93 | -14 | -13.1% | -$3,120 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.06万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.02万 | 0.01% | 21 | -7 | -25.0% | -$6,731 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $1.99万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.98万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.96万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.94万 | 0.01% | 65 | -5 | -7.1% | -$1,490 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1.92万 | 0.01% | 131 | -19 | -12.7% | -$2,786 | 减仓 |
| ESML | ISHARES TR | $1.91万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL | $1.87万 | 0.01% | 6,200 | -100 | -1.6% | -$302 | 减仓 |
| PCAR | PACCAR INC | $1.80万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.79万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $1.78万 | 0.01% | 584 | 107 | 22.4% | $3,267 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $1.77万 | 0.01% | 192 | -75 | -28.1% | -$6,920 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $1.73万 | 0.01% | 255 | 255 | — | $1.73万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.72万 | 0.01% | 23 | 21 | 1,050.0% | $1.57万 | 加仓 |
| DSI | ISHARES TR | $1.68万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.66万 | 0.01% | 44 | 5 | 12.8% | $1,889 | 加仓 |
| FIVE | FIVE BELOW INC | $1.65万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $1.63万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $1.60万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.60万 | 0.01% | 55 | -52 | -48.6% | -$1.51万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $1.59万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $1.58万 | 0.01% | 157 | 157 | — | $1.58万 | 新建仓 |
| F | FORD MTR CO | $1.56万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.55万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.53万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |