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
IFF INTERNATIONAL FLAVORS&FRAGRA $4,2080.00%58 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $4,1680.00%21 00.0% — 不变
WDC WESTERN DIGITAL CORP $4,0570.00%15 00.0% — 不变
DLTR DOLLAR TREE INC $4,0520.00%37 00.0% — 不变
HUBB HUBBELL INC $3,9260.00%8 00.0% — 不变
MGY MAGNOLIA OIL & GAS CORP $3,8830.00%123 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $3,8160.00%22 00.0% — 不变
SIL GLOBAL X FDS $3,7830.00%42 42— $3,783 新建仓
GSK GSK PLC $3,7530.00%68 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP $3,7380.00%174 174— $3,738 新建仓
BR BROADRIDGE FINL SOLUTIONS IN $3,7370.00%23 00.0% — 不变
ON ON SEMICONDUCTOR CORP $3,7150.00%60 00.0% — 不变
HAL HALLIBURTON CO $3,6650.00%94 -128-57.7% -$4,991 减仓
LNC LINCOLN NATL CORP IND $3,6210.00%102 00.0% — 不变
T AT&T INC $3,5950.00%124 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $3,5560.00%74 00.0% — 不变
HSY HERSHEY CO $3,5340.00%17 9112.5% $1,871 加仓
BTI BRITISH AMERN TOB PLC $3,4500.00%59 00.0% — 不变
EXC EXELON CORP $3,3820.00%69 00.0% — 不变
SYY SYSCO CORP $3,3530.00%47 00.0% — 不变
SHEL SHELL PLC $3,3480.00%36 39.1% $279 加仓
AXP AMERICAN EXPRESS CO $3,3270.00%11 00.0% — 不变
FLR FLUOR CORP $3,3120.00%71 00.0% — 不变
STT STATE STR CORP $3,2910.00%26 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $3,2660.00%58 58— $3,266 新建仓
NXST NEXSTAR MEDIA GROUP INC $3,2550.00%18 00.0% — 不变
HYLB DBX ETF TR $3,2540.00%90 -288-76.2% -$1.04万 减仓
AEM AGNICO EAGLE MINES LTD $3,2480.00%16 00.0% — 不变
ORI OLD REP INTL CORP $3,2320.00%81 00.0% — 不变
PAYX PAYCHEX INC $3,2240.00%35 00.0% — 不变
JBTM JBT MAREL CORPORATION $3,1970.00%25 00.0% — 不变
NVT NVENT ELEC PLC $3,1940.00%27 00.0% — 不变
ACN ACCENTURE PLC IRELAND $3,1730.00%16 00.0% — 不变
— HONEYWELL INTL INC $3,1640.00%14 00.0% — 不变
TEL TE CONNECTIVITY PLC $3,1350.00%15 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $3,0820.00%118 00.0% — 不变
AMAT APPLIED MATLS INC $3,0760.00%9 9— $3,076 新建仓
VZ VERIZON COMMUNICATIONS INC $3,0620.00%61 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $3,0380.00%7 00.0% — 不变
BN BROOKFIELD CORP $3,0350.00%75 00.0% — 不变
— MASIMO CORP $3,0240.00%17 00.0% — 不变
LNT ALLIANT ENERGY CORP $3,0140.00%42 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $2,9760.00%11 00.0% — 不变
CAH CARDINAL HEALTH INC $2,9580.00%14 00.0% — 不变
DOW DOW HLDGS INC $2,9570.00%71 00.0% — 不变
LDOS LEIDOS HOLDINGS INC $2,9550.00%19 00.0% — 不变
GDX VANECK ETF TRUST $2,9370.00%32 32— $2,937 新建仓
USO UNITED STS OIL FD LP $2,9270.00%23 -46-66.7% -$5,854 减仓
— TALKSPACE INC $2,9240.00%565 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $2,9170.00%7 00.0% — 不变
LAMR LAMAR ADVERTISING CO $2,9130.00%23 00.0% — 不变
UNP UNION PAC CORP $2,9110.00%12 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $2,7780.00%57 00.0% — 不变
AVY AVERY DENNISON CORP $2,7630.00%16 00.0% — 不变
FIX COMFORT SYS USA INC $2,7580.00%2 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $2,7470.00%61 00.0% — 不变
IDA IDACORP INC $2,7160.00%19 00.0% — 不变
PLD PROLOGIS INC. $2,6440.00%20 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $2,6350.00%9 00.0% — 不变
PCG PG&E CORP $2,6000.00%148 114335.3% $2,003 加仓
MCK MCKESSON CORP $2,5960.00%3 00.0% — 不变
TECK TECK RESOURCES LTD $2,5880.00%50 00.0% — 不变
PKG PACKAGING CORP AMER $2,5470.00%12 00.0% — 不变
WTFC WINTRUST FINL CORP $2,5010.00%18 00.0% — 不变
ET ENERGY TRANSFER L P $2,4700.00%128 00.0% — 不变
CFR CULLEN FROST BANKERS INC $2,4670.00%18 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $2,4590.00%64 64— $2,459 新建仓
FNF FIDELITY NATL FINL INC $2,4120.00%52 00.0% — 不变
OMC OMNICOM GROUP INC $2,4100.00%32 00.0% — 不变
GD GENERAL DYNAMICS CORP $2,4030.00%7 00.0% — 不变
SNX TD SYNNEX CORPORATION $2,3620.00%14 00.0% — 不变
AIG AMERICAN INTL GROUP INC $2,3330.00%31 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $2,3240.00%8 00.0% — 不变
DJP BARCLAYS BANK PLC $2,3110.00%48 00.0% — 不变
— AVALONBAY CMNTYS INC $2,2870.00%14 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $2,2780.00%32 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $2,2490.00%8 00.0% — 不变
STE STERIS PLC $2,2110.00%10 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2,2020.00%14 00.0% — 不变
KDP KEURIG DR PEPPER INC $2,1850.00%83 00.0% — 不变
CASY CASEYS GEN STORES INC $2,1840.00%3 00.0% — 不变
PPL PPL CORP $2,1770.00%57 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $2,1760.00%11 00.0% — 不变
SRE SEMPRA $2,1380.00%22 00.0% — 不变
ETR ENTERGY CORP NEW $2,1350.00%19 00.0% — 不变
SSNC SS&C TECH HLDGS $2,0950.00%31 00.0% — 不变
HLNE HAMILTON LANE INC $2,0870.00%21 00.0% — 不变
AGCO AGCO CORP $2,0860.00%18 00.0% — 不变
GMED GLOBUS MED INC $2,0680.00%24 00.0% — 不变
CME CME GROUP INC $2,0670.00%7 00.0% — 不变
TGT TARGET CORP $2,0600.00%17 00.0% — 不变
GOLF ACUSHNET HLDGS CORP $2,0570.00%22 00.0% — 不变
ONTO ONTO INNOVATION INC $2,0510.00%10 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $2,0470.00%3 00.0% — 不变
LFUS LITTELFUSE INC $2,0360.00%6 00.0% — 不变
MRNA MODERNA INC $2,0320.00%40 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $2,0280.00%15 00.0% — 不变
DG DOLLAR GEN CORP $2,0180.00%17 00.0% — 不变
JBLU JETBLUE AIRWAYS CORP $1,9890.00%450 00.0% — 不变
EMN EASTMAN CHEM CO $1,9840.00%26 00.0% — 不变