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
MAA MID-AMER APT CMNTYS INC $9770.00%8 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $9670.00%12 00.0% — 不变
WHD CACTUS INC $9470.00%20 00.0% — 不变
DTM DT MIDSTREAM INC $9430.00%7 00.0% — 不变
HPQ HP INC $9220.00%48 00.0% — 不变
SNY SANOFI SA $9150.00%19 00.0% — 不变
REG REGENCY CTRS CORP $9080.00%12 00.0% — 不变
DKNG DRAFTKINGS INC NEW $9080.00%42 42— $908 新建仓
VTIP VANGUARD MALVERN FDS $8990.00%18 00.0% — 不变
TECH BIO-TECHNE CORP $8880.00%17 00.0% — 不变
CPT CAMDEN PPTY TR $8790.00%9 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $8720.00%3 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $8660.00%4 -91-95.8% -$1.97万 减仓
TRNO TERRENO RLTY CORP $8600.00%14 00.0% — 不变
FCPT FOUR CORNERS PPTY TR INC $8510.00%36 00.0% — 不变
WRBY WARBY PARKER INC $8430.00%40 00.0% — 不变
AXTA AXALTA COATING SYS LTD $8310.00%30 00.0% — 不变
MZTI MARZETTI COMPANY $8300.00%6 00.0% — 不变
FTV FORTIVE CORP $8290.00%15 00.0% — 不变
GAP GAP INC $8230.00%34 00.0% — 不变
CCK CROWN HLDGS INC $8020.00%8 00.0% — 不变
— WARNER BROS DISCOVERY INC $7960.00%29 00.0% — 不变
AZN ASTRAZENECA PLC $7890.00%4 4— $789 新建仓
SMH VANECK ETF TRUST $7670.00%2 2— $767 新建仓
SEDG SOLAREDGE TECHNOLOGIES INC $7660.00%15 15— $766 新建仓
EQT EQT CORP $7640.00%12 12— $764 新建仓
IOT SAMSARA INC $7610.00%24 00.0% — 不变
HRB BLOCK H & R INC $7300.00%23 00.0% — 不变
WSO WATSCO INC $7280.00%2 00.0% — 不变
HRL HORMEL FOODS CORP $7250.00%32 00.0% — 不变
UBER UBER TECHNOLOGIES INC $7190.00%10 10— $719 新建仓
DPZ DOMINOS PIZZA INC $7180.00%2 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING $7150.00%36 36— $715 新建仓
FDX FEDEX CORP $7120.00%2 00.0% — 不变
— DIMENSIONAL ETF TRUST $7100.00%30 -491-94.2% -$1.16万 减仓
JOBY JOBY AVIATION INC $6940.00%84 84— $694 新建仓
BXP BXP INC $6750.00%13 00.0% — 不变
KD KYNDRYL HLDGS INC $6690.00%51 -22-30.1% -$289 减仓
INTC INTEL CORP $6620.00%15 15— $662 新建仓
PINS PINTEREST INC $6600.00%36 36— $660 新建仓
EXE EXPAND ENERGY CORPORATION $6590.00%6 00.0% — 不变
EIX EDISON INTL $6590.00%9 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $6550.00%5 00.0% — 不变
OC OWENS CORNING NEW $6490.00%6 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $6440.00%7 -1-12.5% -$92 减仓
NWBI NORTHWEST BANCSHARES INC $6350.00%50 00.0% — 不变
CG CARLYLE GROUP INC $6290.00%13 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $5980.00%40 00.0% — 不变
BILL BILL HOLDINGS INC $5750.00%15 15— $575 新建仓
EVRG EVERGY INC $5730.00%7 00.0% — 不变
CHRD CHORD ENERGY CORPORATION $5690.00%4 00.0% — 不变
VTRS VIATRIS INC $5540.00%41 00.0% — 不变
ALB ALBEMARLE CORP $5390.00%3 3— $539 新建仓
RCI ROGERS COMMUNICATIONS INC $5380.00%14 00.0% — 不变
CMI CUMMINS INC $5380.00%1 00.0% — 不变
CPB THE CAMPBELLS COMPANY $5120.00%23 00.0% — 不变
— FEMASYS INC $5120.00%1,218 1,218— $512 新建仓
DCI DONALDSON INC $5090.00%6 00.0% — 不变
MDB MONGODB INC $4900.00%2 2— $490 新建仓
PANW PALO ALTO NETWORKS INC $4810.00%3 3— $481 新建仓
BLCO BAUSCH PLUS LOMB CORP $4770.00%30 30— $477 新建仓
GH GUARDANT HEALTH INC $4620.00%5 5— $462 新建仓
BIOA BIOAGE LABS INC $4550.00%26 26— $455 新建仓
ABVX ABIVAX SA $4450.00%4 4— $445 新建仓
CRVS CORVUS PHARMACEUTICALS INC $4390.00%30 30— $439 新建仓
EOG EOG RES INC $4340.00%3 3— $434 新建仓
AVR ANTERIS TECHNOLOGIES GLOBAL $4330.00%78 78— $433 新建仓
SGRY SURGERY PARTNERS INC $4290.00%36 36— $429 新建仓
VSNT VERSANT MEDIA GROUP INC $4070.00%11 11— $407 新建仓
HFRO HIGHLAND OPPS & INCOME FD $4000.00%70 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $3510.00%9 00.0% — 不变
COIN COINBASE GLOBAL INC $3490.00%2 00.0% — 不变
PVH PVH CORPORATION $3490.00%5 5— $349 新建仓
PGNY PROGYNY INC $3400.00%20 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC $3390.00%6 6— $339 新建仓
BL BLACKLINE INC $3330.00%9 9— $333 新建仓
CHRW C H ROBINSON WORLDWIDE IN $3320.00%2 00.0% — 不变
OCUL OCULAR THERAPEUTIX INC $3050.00%36 36— $305 新建仓
CLF CLEVELAND-CLIFFS INC NEW $3040.00%36 36— $304 新建仓
GPK GRAPHIC PACKAGING HLDG CO $2980.00%30 00.0% — 不变
LOVE LOVESAC COMPANY $2950.00%20 00.0% — 不变
SDRL SEADRILL LTD $2730.00%6 6— $273 新建仓
RUN SUNRUN INC $2710.00%20 00.0% — 不变
ONDS ONDAS INC $2710.00%30 30— $271 新建仓
GBTC GRAYSCALE BITCOIN TRUST ETF $2640.00%5 5— $264 新建仓
WAB WABTEC $2500.00%1 00.0% — 不变
— CARLSMED INC $2350.00%26 26— $235 新建仓
AES AES CORP $2250.00%16 16— $225 新建仓
COO COOPER COS INC $2150.00%3 3— $215 新建仓
RGTI RIGETTI COMPUTING INC $2110.00%15 15— $211 新建仓
UMAC UNUSUAL MACHS INC $2110.00%17 17— $211 新建仓
BTC GRAYSCALE BITCOIN MINI TR ET $2100.00%7 7— $210 新建仓
— DIREXION SHARES ETF TRUST $2070.00%9 9— $207 新建仓
MRVI MARAVAI LIFESCIENCES HLDGS I $1870.00%66 66— $187 新建仓
— TILRAY BRANDS INC $1680.00%26 16160.0% $103 加仓
MBLY MOBILEYE GLOBAL INC $1650.00%24 24— $165 新建仓
SMR NUSCALE PWR CORP $1630.00%15 15— $163 新建仓
PLUG PLUG PWR INC $1580.00%70 00.0% — 不变
— SIDUS SPACE INC $1440.00%62 62— $144 新建仓
— ORGANIGRAM GLOBAL INC $1410.00%105 105— $141 新建仓