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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO ACTIVELY MANAGED EXC | $1.50万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $1.47万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.46万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $1.45万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $1.43万 | 0.01% | 118 | -1,741 | -93.7% | -$21.10万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.42万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.41万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.38万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $1.38万 | 0.01% | 91 | -152 | -62.6% | -$2.31万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.36万 | 0.01% | 70 | 30 | 75.0% | $5,824 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.35万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.30万 | 0.01% | 1,124 | -2,000 | -64.0% | -$2.31万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.27万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $1.26万 | 0.01% | 306 | -2,971 | -90.7% | -$12.20万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $1.23万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $1.22万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.21万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $1.20万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.19万 | 0.01% | 24 | -16 | -40.0% | -$7,932 | 减仓 |
| DDD | 3D SYS CORP DEL | $1.18万 | 0.01% | 6,300 | -13 | -0.2% | -$24 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1.18万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $1.17万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.13万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.10万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $1.10万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $1.09万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.08万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1.07万 | 0.01% | 270 | 270 | — | $1.07万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.07万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.06万 | 0.01% | 186 | 9 | 5.1% | $513 | 加仓 |
| HEFA | ISHARES TR | $1.04万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $1.02万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $1.00万 | 0.01% | 400 | 400 | — | $1.00万 | 新建仓 |
| WY | WEYERHAEUSER CO | $9,967 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $9,961 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $9,905 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SELV | SEI EXCHANGE TRADED FUNDS | $9,701 | 0.01% | 300 | 300 | — | $9,701 | 新建仓 |
| WMB | WILLIAMS COS INC | $9,607 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $9,498 | 0.01% | 300 | 300 | — | $9,498 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $9,044 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $8,934 | 0.01% | 30 | 30 | — | $8,934 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $8,908 | 0.01% | 71 | 1 | 1.4% | $125 | 加仓 |
| ARCC | ARES CAPITAL CORP | $8,686 | 0.01% | 482 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $8,578 | 0.01% | 99 | 47 | 90.4% | $4,072 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $8,335 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,111 | 0.01% | 24 | -51 | -68.0% | -$1.72万 | 减仓 |
| NKE | NIKE INC | $8,029 | 0.01% | 152 | 3 | 2.0% | $158 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $7,771 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $7,684 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $7,596 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $7,406 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $7,283 | 0.01% | 35 | 17 | 94.4% | $3,537 | 加仓 |
| RSG | REPUBLIC SVCS INC | $7,228 | 0.01% | 33 | 33 | — | $7,228 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $7,109 | 0.01% | 157 | -68 | -30.2% | -$3,079 | 减仓 |
| DEO | DIAGEO PLC | $7,073 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7,038 | 0.00% | 98 | 66 | 206.2% | $4,740 | 加仓 |
| KHC | KRAFT HEINZ CO | $7,017 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $7,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6,908 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $6,896 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $6,826 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $6,820 | 0.00% | 63 | 63 | — | $6,820 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $6,762 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $6,615 | 0.00% | 32 | 15 | 88.2% | $3,101 | 加仓 |
| SLV | ISHARES SILVER TR | $6,473 | 0.00% | 95 | 34 | 55.7% | $2,317 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $6,175 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $6,079 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6,012 | 0.00% | 33 | 17 | 106.2% | $3,097 | 加仓 |
| DVY | ISHARES TR | $5,905 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $5,765 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $5,742 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $5,538 | 0.00% | 48 | 19 | 65.5% | $2,192 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $5,534 | 0.00% | 228 | 228 | — | $5,534 | 新建仓 |
| CPAY | CORPAY INC | $5,529 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $5,519 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $5,470 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5,365 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $5,325 | 0.00% | 133 | 133 | — | $5,325 | 新建仓 |
| NOK | NOKIA CORP | $5,298 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST | $5,139 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $5,138 | 0.00% | 71 | 71 | — | $5,138 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $5,120 | 0.00% | 204 | 204 | — | $5,120 | 新建仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $5,037 | 0.00% | 100 | 100 | — | $5,037 | 新建仓 |
| BP | BP PLC | $5,029 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $5,007 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $4,961 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $4,917 | 0.00% | 190 | 55 | 40.7% | $1,423 | 加仓 |
| MUB | ISHARES TR | $4,777 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $4,763 | 0.00% | 104 | 38 | 57.6% | $1,740 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $4,754 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $4,744 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4,705 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $4,620 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $4,618 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $4,599 | 0.00% | 33 | 6 | 22.2% | $836 | 加仓 |
| MKSI | MKS INC. | $4,596 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $4,513 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $4,381 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $4,344 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $4,262 | 0.00% | 17 | 0 | 0.0% | — | 不变 |