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
TRNO TERRENO RLTY CORP $9070.00%14 00.0% — 不变
VTIP VANGUARD MALVERN FDS $9040.00%18 00.0% — 不变
CCK CROWN HLDGS INC $8950.00%8 00.0% — 不变
FCPT FOUR CORNERS PPTY TR INC $8840.00%36 00.0% — 不变
FISV FISERV INC $8830.00%18 -12-40.0% -$589 减仓
HRB BLOCK H & R INC $8760.00%23 00.0% — 不变
PCG PG&E CORP $8750.00%52 -96-64.9% -$1,615 减仓
SCHB SCHWAB STRATEGIC TR $8690.00%30 -174-85.3% -$5,040 减仓
BXP BXP INC $8620.00%13 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC $8400.00%3 00.0% — 不变
WSO WATSCO INC $8330.00%2 00.0% — 不变
SNY SANOFI SA $8110.00%19 00.0% — 不变
HRL HORMEL FOODS CORP $7940.00%32 00.0% — 不变
— DIMENSIONAL ETF TRUST $7850.00%30 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $7840.00%3 00.0% — 不变
IOT SAMSARA INC $7780.00%24 00.0% — 不变
— WARNER BROS DISCOVERY INC $7730.00%29 00.0% — 不变
CFG CITIZENS FINL GROUP INC $7710.00%11 11— $771 新建仓
AZN ASTRAZENECA PLC $7580.00%4 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC $7580.00%50 00.0% — 不变
USIG ISHARES TR $7180.00%14 14— $718 新建仓
CMI CUMMINS INC $7130.00%1 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $6960.00%40 00.0% — 不变
MZTI MARZETTI COMPANY $6850.00%6 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $6840.00%5 00.0% — 不变
SMH VANECK ETF TRUST $6560.00%1 -1-50.0% -$656 减仓
VTRS VIATRIS INC $6510.00%41 00.0% — 不变
GAP GAP INC $6350.00%34 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $6320.00%12 00.0% — 不变
FDX FEDEX CORP $6260.00%2 00.0% — 不变
LW LAMB WESTON HLDGS INC $6050.00%14 -12-46.2% -$519 减仓
EVRG EVERGY INC $6050.00%7 00.0% — 不变
DPZ DOMINOS PIZZA INC $5920.00%2 00.0% — 不变
KD KYNDRYL HLDGS INC $5770.00%51 00.0% — 不变
PGNY PROGYNY INC $5770.00%20 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $5470.00%6 00.0% — 不变
CG CARLYLE GROUP INC $5470.00%13 00.0% — 不变
DCI DONALDSON INC $5390.00%6 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $5380.00%12 -12-50.0% -$538 减仓
CPB THE CAMPBELLS COMPANY $5120.00%23 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP $5090.00%30 -144-82.8% -$2,443 减仓
HFRO HIGHLAND OPPS & INCOME FD $4990.00%70 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $4940.00%9 00.0% — 不变
EXEL EXELIXIS INC $4900.00%9 9— $490 新建仓
SIL GLOBAL X FDS $4650.00%6 -36-85.7% -$2,790 减仓
CHRD CHORD ENERGY CORPORATION $4570.00%4 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC $4550.00%14 00.0% — 不变
TROW PRICE T ROWE GROUP INC $4550.00%4 4— $455 新建仓
GDX VANECK ETF TRUST $4530.00%6 -26-81.2% -$1,963 减仓
ED CONSOLIDATED EDISON INC $4430.00%4 4— $443 新建仓
OHI OMEGA HEALTHCARE INVS INC $4290.00%9 9— $429 新建仓
INTC INTEL CORP $4190.00%3 -12-80.0% -$1,676 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $4060.00%5 5— $406 新建仓
VSNT VERSANT MEDIA GROUP INC $3960.00%11 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $3840.00%9 -18-66.7% -$768 减仓
CHRW C H ROBINSON WORLDWIDE IN $3770.00%2 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $3750.00%1 1— $375 新建仓
EG EVEREST GROUP LTD $3570.00%1 1— $357 新建仓
NXT NEXTPOWER INC $3570.00%3 3— $357 新建仓
PANW PALO ALTO NETWORKS INC $3410.00%1 -2-66.7% -$682 减仓
LOVE LOVESAC CO $3340.00%20 00.0% — 不变
EQT EQT CORP $3190.00%6 -6-50.0% -$319 减仓
GPK GRAPHIC PACKAGING HLDG CO $3170.00%30 00.0% — 不变
FCX FREEPORT MCMORAN INC $3140.00%5 -22-81.5% -$1,382 减仓
COIN COINBASE GLOBAL INC $2920.00%2 00.0% — 不变
WAB WABTEC $2700.00%1 00.0% — 不变
RUN SUNRUN INC $2680.00%20 00.0% — 不变
— TEMPLETON EMERGING MKTS INCO $2560.00%38 -208-84.6% -$1,401 减仓
GOVT ISHARES TR $2510.00%11 -2,862-99.6% -$6.53万 减仓
PLUG PLUG PWR INC $1900.00%70 00.0% — 不变
LEN LENNAR CORP $1810.00%2 -14-87.5% -$1,267 减仓
SEDG SOLAREDGE TECHNOLOGIES INC $1750.00%3 -12-80.0% -$700 减仓
TSN TYSON FOODS INC $1720.00%3 3— $172 新建仓
OGN ORGANON & CO $1620.00%12 00.0% — 不变
— GRAYSCALE ETHEREUM STAKING E $1530.00%12 -66-84.6% -$842 减仓
FDXF FEDEX FGHT HLDG CO INC $1510.00%1 1— $151 新建仓
GH GUARDANT HEALTH INC $1500.00%1 -4-80.0% -$600 减仓
PVH PVH CORPORATION $1490.00%2 -3-60.0% -$224 减仓
GIS GENERAL MILLS INC $1390.00%4 4— $139 新建仓
SNAP SNAP INC $1330.00%30 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1160.00%3 3— $116 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $890.00%1 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $800.00%3 00.0% — 不变
IQ IQIYI INC $790.00%76 00.0% — 不变
— TILRAY BRANDS INC $450.00%10 -16-61.5% -$72 减仓
— ORION PROPERTIES INC $400.00%14 00.0% — 不变
MATV MATIV HOLDINGS INC $150.00%2 00.0% — 不变
SPAB SPDR SERIES TRUST $00.00%0 -2,941-100.0% -$7.53万 清仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -935-100.0% -$7.41万 清仓
EMLC VANECK ETF TRUST $00.00%0 -1,186-100.0% -$2.98万 清仓
— EXXON MOBIL CORP $00.00%0 -144-100.0% -$2.44万 清仓
ECL ECOLAB INC $00.00%0 -73-100.0% -$1.94万 清仓
GVA GRANITE CONSTR INC $00.00%0 -102-100.0% -$1.22万 清仓
VCR VANGUARD WORLD FD $00.00%0 -31-100.0% -$1.10万 清仓
VWOB VANGUARD WHITEHALL FDS $00.00%0 -94-100.0% -$6,175 清仓
SCHO SCHWAB STRATEGIC TR $00.00%0 -228-100.0% -$5,534 清仓
QGEN QIAGEN NV $00.00%0 -133-100.0% -$5,325 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -246-100.0% -$5,139 清仓
KR KROGER CO $00.00%0 -71-100.0% -$5,138 清仓
CCL CARNIVAL CORP $00.00%0 -190-100.0% -$4,917 清仓