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
— SEALED AIR CORP NEW $1,9760.00%47 1862.1% $757 加仓
CCI CROWN CASTLE INC $1,9510.00%24 00.0% — 不变
HST HOST HOTELS & RESORTS INC $1,9350.00%101 00.0% — 不变
BIL SPDR SERIES TRUST $1,9240.00%21 00.0% — 不变
INGR INGREDION INC $1,9150.00%17 00.0% — 不变
ADI ANALOG DEVICES INC $1,9090.00%6 00.0% — 不变
AMT AMERICAN TOWER CORP $1,8980.00%11 00.0% — 不变
DHR DANAHER CORP DEL $1,8960.00%10 00.0% — 不变
SOLV SOLVENTUM CORP $1,8940.00%29 00.0% — 不变
NTR NUTRIEN LTD $1,8870.00%25 00.0% — 不变
FCNCA FIRST CTZNS BANCSHARES INC D $1,8850.00%1 00.0% — 不变
ADC AGREE RLTY CORP $1,8850.00%25 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1,8820.00%13 00.0% — 不变
PR PERMIAN RESOURCES CORP $1,8340.00%86 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $1,8210.00%25 00.0% — 不变
NI NISOURCE INC $1,8200.00%39 00.0% — 不变
BC BRUNSWICK CORP $1,8190.00%25 00.0% — 不变
SNA SNAP ON INC $1,8160.00%5 00.0% — 不变
WRB BERKLEY W R CORP $1,7900.00%27 00.0% — 不变
DRS LEONARDO DRS INC $1,7810.00%40 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $1,7440.00%7 00.0% — 不变
REXR REXFORD INDL RLTY INC $1,7350.00%53 00.0% — 不变
CR CRANE COMPANY $1,7100.00%10 00.0% — 不变
TKR TIMKEN CO $1,7100.00%17 00.0% — 不变
SPGI S&P GLOBAL INC $1,7010.00%4 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $1,6940.00%27 18200.0% $1,129 加仓
GS GOLDMAN SACHS GROUP INC $1,6920.00%2 00.0% — 不变
ELS EQUITY LIFESTYLE PROPERTIES $1,6850.00%27 00.0% — 不变
TMUS T-MOBILE US INC $1,6800.00%8 8— $1,680 新建仓
SW SMURFIT WESTROCK PLC $1,6740.00%42 00.0% — 不变
FISV FISERV INC $1,6740.00%30 1266.7% $670 加仓
EQH EQUITABLE HLDGS INC $1,6700.00%45 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $1,6330.00%7 00.0% — 不变
AGO ASSURED GUARANTY LTD $1,6300.00%20 00.0% — 不变
NDSN NORDSON CORP $1,5960.00%6 00.0% — 不变
FCX FREEPORT MCMORAN INC $1,5870.00%27 27— $1,587 新建仓
DKS DICKS SPORTING GOODS INC $1,5860.00%8 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $1,5760.00%11 00.0% — 不变
PSEC PROSPECT CAP CORP $1,5530.00%595 -405-40.5% -$1,057 减仓
STAG STAG INDUSTRIAL INC $1,5510.00%43 00.0% — 不变
NUE NUCOR CORP $1,5220.00%9 00.0% — 不变
RS RELIANCE INC $1,5200.00%5 00.0% — 不变
MTDR MATADOR RES CO $1,5160.00%24 00.0% — 不变
BAX BAXTER INTL INC $1,5120.00%90 00.0% — 不变
TOL TOLL BROTHERS INC $1,5010.00%11 00.0% — 不变
STZ CONSTELLATION BRANDS INC $1,5000.00%10 00.0% — 不变
HAS HASBRO INC $1,4980.00%16 00.0% — 不变
AGM FEDERAL AGRIC MTG CORP $1,4840.00%10 00.0% — 不变
D DOMINION ENERGY INC $1,4840.00%24 00.0% — 不变
— TEMPLETON EMERGING MKTS INCO $1,4780.00%246 246— $1,478 新建仓
MSA MSA SAFETY INC $1,4760.00%9 00.0% — 不变
BIIB BIOGEN INC $1,4670.00%8 8— $1,467 新建仓
CNH CNH INDL N V $1,4630.00%133 00.0% — 不变
EPRT ESSENTIAL PPTYS RLTY TR INC $1,4570.00%48 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $1,4520.00%61 00.0% — 不变
H HYATT HOTELS CORP $1,4380.00%10 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAR $1,4370.00%67 00.0% — 不变
DOX AMDOCS LTD $1,4360.00%22 00.0% — 不变
XEL XCEL ENERGY INC $1,4300.00%18 00.0% — 不变
CMS CMS ENERGY CORP $1,3960.00%18 00.0% — 不变
LEN LENNAR CORP $1,3890.00%16 16— $1,389 新建仓
TRP TC ENERGY CORP $1,3770.00%22 00.0% — 不变
WCC WESCO INTL INC $1,3680.00%5 00.0% — 不变
CRH CRH PLC $1,3670.00%13 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $1,3600.00%29 00.0% — 不变
LCII LCI INDS $1,3530.00%11 00.0% — 不变
— GRAYSCALE ETHEREUM STAKING E $1,3310.00%78 78— $1,331 新建仓
ROKU ROKU INC $1,3250.00%14 00.0% — 不变
EMR EMERSON ELEC CO $1,3100.00%10 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $1,3090.00%12 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $1,3010.00%2 -21-91.3% -$1.37万 减仓
ITW ILLINOIS TOOL WKS INC $1,3010.00%5 00.0% — 不变
EGP EASTGROUP PPTYS INC $1,2960.00%7 00.0% — 不变
OGE OGE ENERGY CORP $1,2950.00%27 00.0% — 不变
RPM RPM INTL INC $1,2920.00%13 00.0% — 不变
PPG PPG INDS INC $1,2830.00%12 00.0% — 不变
ALC ALCON AG $1,2810.00%17 00.0% — 不变
SYM SYMBOTIC INC $1,2770.00%24 24— $1,277 新建仓
ACGL ARCH CAP GROUP LTD $1,2480.00%13 00.0% — 不变
YUM YUM BRANDS INC $1,2440.00%8 00.0% — 不变
ADSK AUTODESK INC $1,1970.00%5 00.0% — 不变
AGG ISHARES TR $1,1910.00%12 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1,1560.00%15 00.0% — 不变
CSX CSX CORP $1,1490.00%28 521.7% $205 加仓
HII HUNTINGTON INGALLS INDS INC $1,1400.00%3 00.0% — 不变
LEVI LEVI STRAUSS & CO NEW $1,1090.00%60 00.0% — 不变
LW LAMB WESTON HLDGS INC $1,0990.00%26 1285.7% $507 加仓
CDW CDW CORP $1,0890.00%9 00.0% — 不变
LKQ LKQ CORP $1,0870.00%37 00.0% — 不变
OKE ONEOK INC NEW $1,0850.00%12 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $1,0670.00%24 12100.0% $534 加仓
DINO HF SINCLAIR CORP $1,0610.00%17 00.0% — 不变
CVE CENOVUS ENERGY INC $1,0610.00%40 00.0% — 不变
NRG NRG ENERGY INC $1,0230.00%7 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $1,0220.00%5 00.0% — 不变
— ELECTRONIC ARTS INC $1,0190.00%5 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $1,0030.00%9 00.0% — 不变
CUZ COUSINS PPTYS INC $9930.00%44 00.0% — 不变
SCI SERVICE CORP INTL $9900.00%12 00.0% — 不变
DRI DARDEN RESTAURANTS INC $9800.00%5 00.0% — 不变