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 |
|---|---|---|---|---|---|---|---|---|
| VDE | VANGUARD WORLD FD | $1.53万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.53万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.51万 | 0.01% | 516 | 516 | — | $1.51万 | 新建仓 |
| ICSH | ISHARES TR | $1.51万 | 0.01% | 298 | 200 | 204.1% | $1.01万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.47万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.47万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.44万 | 0.01% | 76 | -5 | -6.2% | -$949 | 减仓 |
| NUMG | NUSHARES ETF TR | $1.44万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.40万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.38万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $1.37万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $1.36万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $1.36万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.36万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.35万 | 0.01% | 154 | -51 | -24.9% | -$4,476 | 减仓 |
| AIZ | ASSURANT INC | $1.34万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.25万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $1.24万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.22万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.19万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $1.16万 | 0.01% | 419 | -368 | -46.8% | -$1.02万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1.15万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $1.15万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.12万 | 0.01% | 83 | -23 | -21.7% | -$3,114 | 减仓 |
| — | PGIM ROCK ETF TR | $1.12万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.12万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1.10万 | 0.01% | 455 | -79 | -14.8% | -$1,902 | 减仓 |
| UL | UNILEVER PLC | $1.06万 | 0.01% | 177 | -9 | -4.8% | -$541 | 减仓 |
| WAT | WATERS CORP | $1.05万 | 0.01% | 28 | -2 | -6.7% | -$750 | 减仓 |
| DIS | DISNEY WALT CO | $1.03万 | 0.01% | 107 | -201 | -65.3% | -$1.93万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.02万 | 0.01% | 100 | 100 | — | $1.02万 | 新建仓 |
| CTVA | CORTEVA INC | $1.01万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $9,976 | 0.01% | 400 | -200 | -33.3% | -$4,988 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $9,882 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $9,813 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| SELV | SEI EXCHANGE TRADED FUNDS | $9,804 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $9,768 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $9,581 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $9,519 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $8,949 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $8,931 | 0.01% | 482 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $8,896 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $8,752 | 0.01% | 659 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $8,595 | 0.01% | 33 | 0 | 0.0% | — | 重新持有 |
| IUSV | ISHARES TR | $8,592 | 0.01% | 78 | 78 | — | $8,592 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $8,503 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $8,407 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $8,352 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $8,243 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $8,077 | 0.00% | 329 | 14 | 4.4% | $344 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $8,042 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $7,923 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $7,636 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,614 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $7,610 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $7,369 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $7,197 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $7,032 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $7,015 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $6,971 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $6,719 | 0.00% | 70 | -1 | -1.4% | -$96 | 减仓 |
| IEI | ISHARES TR | $6,695 | 0.00% | 57 | 57 | — | $6,695 | 新建仓 |
| IGIB | ISHARES TR | $6,487 | 0.00% | 122 | 122 | — | $6,487 | 新建仓 |
| EPI | WISDOMTREE TR | $6,374 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $6,332 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $6,116 | 0.00% | 149 | -3 | -2.0% | -$123 | 减仓 |
| DVY | ISHARES TR | $6,096 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $5,966 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $5,859 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $5,672 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $5,561 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $5,260 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $5,128 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $5,118 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5,115 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $5,012 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,967 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| SHYG | ISHARES TR | $4,877 | 0.00% | 115 | 115 | — | $4,877 | 新建仓 |
| MUB | ISHARES TR | $4,843 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $4,736 | 0.00% | 29 | -19 | -39.6% | -$3,103 | 减仓 |
| ZTS | ZOETIS INC | $4,671 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $4,620 | 0.00% | 174 | 15 | 9.4% | $398 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $4,595 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $4,589 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $4,579 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $4,572 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $4,558 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $4,508 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $4,475 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4,468 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $4,432 | 0.00% | 18 | -17 | -48.6% | -$4,186 | 减仓 |
| STT | STATE STR CORP | $4,410 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $4,396 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $4,333 | 0.00% | 26 | 4 | 18.2% | $667 | 加仓 |
| TLH | ISHARES TR | $4,315 | 0.00% | 43 | 43 | — | $4,315 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $4,237 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $4,186 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $4,068 | 0.00% | 52 | -47 | -47.5% | -$3,677 | 减仓 |
| MTB | M & T BK CORP | $4,046 | 0.00% | 17 | -15 | -46.9% | -$3,570 | 减仓 |
| CCL | CARNIVAL CORP LTD | $4,028 | 0.00% | 141 | 141 | — | $4,028 | 新建仓 |