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
SW SMURFIT WESTROCK PLC $1,9430.00%42 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $1,9410.00%8 00.0% — 不变
H HYATT HOTELS CORP $1,9380.00%10 00.0% — 不变
SSNC SS&C TECH HLDGS $1,9240.00%31 00.0% — 不变
BIL SPDR SERIES TRUST $1,9240.00%21 00.0% — 不变
BAX BAXTER INTL INC $1,9190.00%90 00.0% — 不变
DHR DANAHER CORP DEL $1,9050.00%10 00.0% — 不变
WRB BERKLEY W R CORP $1,9040.00%27 00.0% — 不变
GMED GLOBUS MED INC $1,8960.00%24 00.0% — 不变
ADC AGREE RLTY CORP $1,8940.00%25 00.0% — 不变
RS RELIANCE INC $1,8680.00%5 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $1,8590.00%7 00.0% — 不变
NI NISOURCE INC $1,8540.00%39 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $1,8210.00%15 15— $1,821 新建仓
CCI CROWN CASTLE INC $1,8180.00%24 00.0% — 不变
ABT ABBOTT LABORATORIES $1,8150.00%20 -97-82.9% -$8,803 减仓
DKS DICKS SPORTING GOODS INC $1,8140.00%8 00.0% — 不变
TOL TOLL BROTHERS INC $1,8120.00%11 00.0% — 不变
NDSN NORDSON CORP $1,8100.00%6 00.0% — 不变
AMT AMERICAN TOWER CORP $1,7990.00%11 00.0% — 不变
REXR REXFORD INDL RLTY INC $1,7760.00%53 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $1,7680.00%13 685.7% $816 加仓
EMN EASTMAN CHEM CO $1,7410.00%26 00.0% — 不变
ELS EQUITY LIFESTYLE PROPERTIES $1,7400.00%27 00.0% — 不变
WCC WESCO INTL INC $1,7270.00%5 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $1,7240.00%14 00.0% — 不变
DRS LEONARDO DRS INC $1,7070.00%40 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $1,6610.00%7 00.0% — 不变
HLNE HAMILTON LANE INC $1,6550.00%21 00.0% — 不变
D DOMINION ENERGY INC $1,6390.00%24 00.0% — 不变
STAG STAG INDUSTRIAL INC $1,6370.00%43 00.0% — 不变
SPGI S&P GLOBAL INC $1,6290.00%4 00.0% — 不变
INGR INGREDION INC $1,6100.00%17 00.0% — 不变
AGO ASSURED GUARANTY LTD $1,6030.00%20 00.0% — 不变
PR PERMIAN RESOURCES CORP $1,5830.00%86 00.0% — 不变
NTR NUTRIEN LTD $1,5740.00%25 00.0% — 不变
MSA MSA SAFETY INC $1,5710.00%9 00.0% — 不变
HON HONEYWELL INTL INC $1,5670.00%7 -7-50.0% -$1,567 减仓
HONA HONEYWELL AEROSPACE INC $1,5480.00%7 7— $1,548 新建仓
CME CME GROUP INC $1,5460.00%7 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $1,5280.00%3 00.0% — 不变
CNH CNH INDL N V $1,4940.00%133 00.0% — 不变
LEVI LEVI STRAUSS & CO NEW $1,4900.00%60 00.0% — 不变
TRP TC ENERGY CORP $1,4580.00%22 00.0% — 不变
PPG PPG INDS INC $1,4550.00%12 00.0% — 不变
XEL XCEL ENERGY INC $1,4450.00%18 00.0% — 不变
RPM RPM INTL INC $1,4450.00%13 00.0% — 不变
EPRT ESSENTIAL PPTYS RLTY TR INC $1,4330.00%48 00.0% — 不变
EMR EMERSON ELEC CO $1,4320.00%10 00.0% — 不变
EGP EASTGROUP PPTYS INC $1,4180.00%7 00.0% — 不变
HSY HERSHEY CO $1,4040.00%8 -9-52.9% -$1,580 减仓
STZ CONSTELLATION BRANDS INC $1,3910.00%10 00.0% — 不变
CRH CRH PLC $1,3910.00%13 00.0% — 不变
CMS CMS ENERGY CORP $1,3770.00%18 00.0% — 不变
PSEC PROSPECT CAP CORP $1,3740.00%595 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $1,3520.00%5 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $1,3360.00%12 00.0% — 不变
HAS HASBRO INC $1,3210.00%16 00.0% — 不变
CUZ COUSINS PPTYS INC $1,3190.00%44 00.0% — 不变
OGE OGE ENERGY CORP $1,3140.00%27 00.0% — 不变
MO ALTRIA GROUP INC $1,2950.00%18 18— $1,295 新建仓
YUM YUM BRANDS INC $1,2790.00%8 00.0% — 不变
CDW CDW CORP $1,2660.00%9 00.0% — 不变
ACGL ARCH CAP GROUP LTD $1,2620.00%13 00.0% — 不变
WRBY WARBY PARKER INC $1,2140.00%40 00.0% — 不变
IGSB ISHARES TR $1,2050.00%23 -912-97.5% -$4.78万 减仓
TECH BIO-TECHNE CORP $1,2010.00%17 00.0% — 不变
MTDR MATADOR RES CO $1,1950.00%24 00.0% — 不变
EIX EDISON INTL $1,1910.00%16 777.8% $521 加仓
AGG ISHARES TR $1,1880.00%12 00.0% — 不变
DINO HF SINCLAIR CORP $1,1840.00%17 00.0% — 不变
LCII LCI INDS $1,1650.00%11 00.0% — 不变
HAL HALLIBURTON CO $1,1540.00%34 -60-63.8% -$2,036 减仓
ALC ALCON AG $1,1410.00%17 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $1,1280.00%29 00.0% — 不变
DOX AMDOCS LTD $1,1120.00%22 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $1,1120.00%8 00.0% — 不变
CSX CSX CORP $1,0930.00%23 -5-17.9% -$238 减仓
UTHR UNITED THERAPEUTICS CORP DEL $1,0840.00%2 2— $1,084 新建仓
OTIS OTIS WORLDWIDE CORP $1,0740.00%15 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $1,0650.00%9 00.0% — 不变
HPQ HP INC $1,0530.00%48 00.0% — 不变
OKE ONEOK INC NEW $1,0430.00%12 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1,0300.00%5 00.0% — 不变
CPT CAMDEN PPTY TR $1,0300.00%9 00.0% — 不变
DTM DT MIDSTREAM INC $1,0270.00%7 00.0% — 不变
AXTA AXALTA COATING SYS LTD $1,0270.00%30 00.0% — 不变
— ELECTRONIC ARTS INC $1,0250.00%5 00.0% — 不变
WHD CACTUS INC $1,0250.00%20 00.0% — 不变
NRG NRG ENERGY INC $1,0220.00%7 00.0% — 不变
CVE CENOVUS ENERGY INC $9920.00%40 00.0% — 不变
FOXA FOX CORP $9910.00%19 19— $991 新建仓
LKQ LKQ CORP $9740.00%37 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $9730.00%5 00.0% — 不变
ADSK AUTODESK INC $9720.00%5 00.0% — 不变
REG REGENCY CTRS CORP $9570.00%12 00.0% — 不变
OC OWENS CORNING NEW $9540.00%6 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $9180.00%4 00.0% — 不变
FTV FORTIVE CORP $9160.00%15 00.0% — 不变
SCI SERVICE CORP INTL $9120.00%12 00.0% — 不变