13F 机构持仓

Sunrise Financial Services, LLC

BURIEN WA · SEC CIK 0002110891

2026Q22026Q1 更早 9 个季度 🔒
$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
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 13.8%
QQQM 9.2%
IWY 5.8%
HGER 5.7%
XMMO 4.8%
DYNF 4.1%
XLK 4.1%
BKIE 3.9%
PRFZ 3.6%
FRDM 3.6%

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
FIX COMFORT SYS USA INC $3,9640.00%2 00.0% — 不变
BP BP PLC $3,9540.00%107 00.0% — 不变
SYY SYSCO CORP $3,9280.00%47 00.0% — 不变
TBLL INVESCO EXCH TRADED FD TR II $3,8010.00%36 36— $3,801 新建仓
ONTO ONTO INNOVATION INC $3,7850.00%10 00.0% — 不变
SNX TD SYNNEX CORPORATION $3,7430.00%14 00.0% — 不变
AXP AMERICAN EXPRESS CO $3,7210.00%11 00.0% — 不变
FLR FLUOR CORP $3,7200.00%71 00.0% — 不变
T AT&T INC $3,6640.00%177 5342.7% $1,097 加仓
BTI BRITISH AMERN TOB PLC $3,6440.00%59 00.0% — 不变
COP CONOCOPHILLIPS $3,6390.00%35 00.0% — 不变
JBTM JBT MAREL CORPORATION $3,6250.00%25 00.0% — 不变
CVS CVS HEALTH CORP $3,6210.00%35 -63-64.3% -$6,518 减仓
AMAT APPLIED MATLS INC $3,6150.00%5 -4-44.4% -$2,892 减仓
LNC LINCOLN NATL CORP IND $3,6060.00%102 00.0% — 不变
LAMR LAMAR ADVERTISING CO $3,5880.00%23 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $3,5840.00%74 00.0% — 不变
GSK GSK PLC $3,5650.00%68 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $3,5640.00%118 00.0% — 不变
GILD GILEAD SCIENCES INC $3,5380.00%28 -5-15.2% -$632 减仓
ELV ELEVANCE HEALTH INC FORMERLY $3,4810.00%9 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $3,4720.00%82 2134.4% $889 加仓
PAYX PAYCHEX INC $3,4420.00%35 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $3,4380.00%7 00.0% — 不变
SLV ISHARES SILVER TR $3,4220.00%64 -31-32.6% -$1,658 减仓
CAH CARDINAL HEALTH INC $3,3260.00%14 00.0% — 不变
ORI OLD REP INTL CORP $3,3150.00%81 00.0% — 不变
HYLB DBX ETF TR $3,2870.00%90 00.0% — 不变
UNP UNION PAC CORP $3,2640.00%12 00.0% — 不变
EXC EXELON CORP $3,2170.00%69 00.0% — 不变
NXST NEXSTAR MEDIA GROUP INC $3,2150.00%18 00.0% — 不变
PYPL PAYPAL HLDGS INC $3,2080.00%74 -83-52.9% -$3,598 减仓
LNT ALLIANT ENERGY CORP $3,2040.00%42 00.0% — 不变
BN BROOKFIELD CORP $3,1940.00%75 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $3,1500.00%23 00.0% — 不变
MGY MAGNOLIA OIL & GAS CORP $3,1460.00%123 00.0% — 不变
TEL TE CONNECTIVITY PLC $3,0240.00%15 00.0% — 不变
KLAC KLA CORP $3,0170.00%10 10— $3,017 新建仓
DD DUPONT DE NEMOURS INC $2,9840.00%22 -82-78.8% -$1.11万 减仓
TECK TECK RESOURCES LTD $2,9730.00%50 00.0% — 不变
— TALKSPACE INC $2,9380.00%565 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $2,9070.00%7 00.0% — 不变
WTFC WINTRUST FINL CORP $2,8930.00%18 00.0% — 不变
IDA IDACORP INC $2,8750.00%19 00.0% — 不变
PKG PACKAGING CORP AMER $2,8590.00%12 00.0% — 不变
CRM SALESFORCE INC $2,8200.00%18 00.0% — 重新持有
MRNA MODERNA INC $2,8010.00%40 00.0% — 不变
CFR CULLEN FROST BANKERS INC $2,7810.00%18 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $2,7520.00%61 00.0% — 不变
LFUS LITTELFUSE INC $2,7320.00%6 00.0% — 不变
KDP KEURIG DR PEPPER INC $2,7170.00%83 00.0% — 不变
PLD PROLOGIS INC. $2,7090.00%20 00.0% — 不变
PSX PHILLIPS 66 $2,7050.00%16 -17-51.5% -$2,874 减仓
— AVALONBAY CMNTYS INC $2,6420.00%14 00.0% — 不变
OMC OMNICOM GROUP INC $2,6220.00%36 412.5% $291 加仓
GOLF ACUSHNET HLDGS CORP $2,6080.00%22 00.0% — 不变
AVY AVERY DENNISON CORP $2,5980.00%16 00.0% — 不变
JBLU JETBLUE AIRWAYS CORP $2,5790.00%450 00.0% — 不变
SHEL SHELL PLC $2,5590.00%33 -3-8.3% -$233 减仓
AEM AGNICO EAGLE MINES LTD $2,4820.00%16 00.0% — 不变
GD GENERAL DYNAMICS CORP $2,4800.00%7 00.0% — 不变
TKR TIMKEN CO $2,4700.00%17 00.0% — 不变
FNF FIDELITY NATL FINL INC $2,4520.00%52 00.0% — 不变
USO UNITED STS OIL FD LP $2,4480.00%23 00.0% — 不变
HST HOST HOTELS & RESORTS INC $2,3950.00%101 00.0% — 不变
CASY CASEYS GEN STORES INC $2,3840.00%3 00.0% — 不变
ADI ANALOG DEVICES INC $2,3830.00%6 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $2,3450.00%8 00.0% — 不变
SRE SEMPRA $2,3180.00%25 313.6% $278 加仓
AIG AMERICAN INTL GROUP INC $2,3100.00%31 00.0% — 不变
MCK MCKESSON CORP $2,2670.00%3 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $2,2520.00%57 00.0% — 不变
SOLV SOLVENTUM CORP $2,2370.00%29 00.0% — 不变
CR CRANE COMPANY $2,2310.00%10 00.0% — 不变
TGT TARGET CORP $2,2200.00%17 00.0% — 不变
ETR ENTERGY CORP NEW $2,1820.00%19 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $2,1690.00%25 00.0% — 不变
AGCO AGCO CORP $2,1550.00%18 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $2,1190.00%13 218.2% $326 加仓
FANG DIAMONDBACK ENERGY INC $2,1090.00%12 19.1% $176 加仓
STE STERIS PLC $2,1060.00%10 00.0% — 不变
BC BRUNSWICK CORP $2,1060.00%25 00.0% — 不变
DJP BARCLAYS BANK PLC $2,0980.00%48 00.0% — 不变
FCNCA FIRST CTZNS BANCSHARES INC D $2,0810.00%1 00.0% — 不变
PPL PPL CORP $2,0720.00%57 00.0% — 不变
NEM NEWMONT CORP $2,0550.00%22 -41-65.1% -$3,830 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $2,0480.00%32 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $2,0230.00%2 00.0% — 不变
SNA SNAP ON INC $2,0120.00%5 00.0% — 不变
NUE NUCOR CORP $2,0050.00%9 00.0% — 不变
— JOHN HANCOCK EXCHANGE TRADED $1,9940.00%78 78— $1,994 新建仓
AGM FEDERAL AGRIC MTG CORP $1,9930.00%10 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAR $1,9930.00%67 00.0% — 不变
ACN ACCENTURE PLC IRELAND $1,9910.00%16 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $1,9880.00%15 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1,9760.00%13 00.0% — 不变
EQH EQUITABLE HLDGS INC $1,9750.00%45 00.0% — 不变
DG DOLLAR GEN CORP $1,9570.00%17 00.0% — 不变
LDOS LEIDOS HOLDINGS INC $1,9560.00%19 00.0% — 不变
DOW DOW HLDGS INC $1,9430.00%71 00.0% — 不变