Sunrise Financial Services, LLC
BURIEN WA · SEC CIK 0002110891
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,873.39万 | 13.28% | 440,383 | 46,939 | 11.9% | $199.68万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,165.59万 | 8.26% | 49,053 | -15,590 | -24.1% | -$370.45万 | 减仓 |
| HGER | HARBOR ETF TRUST | $965.79万 | 6.85% | 311,446 | 121,341 | 63.8% | $376.28万 | 加仓 |
| IWY | ISHARES TR | $781.32万 | 5.54% | 31,399 | 2,714 | 9.5% | $67.53万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $650.00万 | 4.61% | 44,821 | 44,783 | 117,850.0% | $649.45万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $561.50万 | 3.98% | 60,099 | 60,035 | 93,804.7% | $560.91万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $549.82万 | 3.90% | 94,504 | 93,890 | 15,291.5% | $546.25万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $476.94万 | 3.38% | 117,648 | 5,069 | 4.5% | $20.55万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $470.58万 | 3.34% | 35,409 | -8,116 | -18.6% | -$107.86万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $455.39万 | 3.23% | 99,279 | 99,193 | 115,340.7% | $455.00万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $447.45万 | 3.17% | 85,734 | 85,734 | — | $447.45万 | 新建仓 |
| FRDM | EA SERIES TRUST | $431.11万 | 3.06% | 78,885 | -4,170 | -5.0% | -$22.79万 | 减仓 |
| OBIL | RBB FD INC | $373.08万 | 2.64% | 74,504 | 74,504 | — | $373.08万 | 新建仓 |
| ALAI | THE ALGER ETF TRUST | $368.89万 | 2.61% | 111,650 | 111,650 | — | $368.89万 | 新建仓 |
| — | PGIM ETF TR | $364.55万 | 2.58% | 73,506 | -70,710 | -49.0% | -$350.69万 | 减仓 |
| RAAX | VANECK ETF TRUST | $303.11万 | 2.15% | 74,455 | 74,455 | — | $303.11万 | 新建仓 |
| THYF | T ROWE PRICE ETF INC | $254.84万 | 1.81% | 49,963 | 380 | 0.8% | $1.94万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $243.99万 | 1.73% | 48,082 | 45,887 | 2,090.5% | $232.85万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $216.34万 | 1.53% | 45,241 | 4,291 | 10.5% | $20.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $190.42万 | 1.35% | 5,144 | -666 | -11.5% | -$24.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $170.96万 | 1.21% | 9,803 | -237 | -2.4% | -$4.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $139.65万 | 0.99% | 4,353 | -10,938 | -71.5% | -$350.91万 | 减仓 |
| VGT | VANGUARD WORLD FD | $117.64万 | 0.83% | 1,686 | -174 | -9.4% | -$12.14万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $105.91万 | 0.75% | 36,585 | -131,967 | -78.3% | -$382.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $105.62万 | 0.75% | 1,060 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $93.45万 | 0.66% | 35,561 | -1,717 | -4.6% | -$4.51万 | 减仓 |
| AMZN | AMAZON COM INC | $90.74万 | 0.64% | 4,357 | -595 | -12.0% | -$12.39万 | 减仓 |
| TSLA | TESLA INC | $66.43万 | 0.47% | 1,787 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $61.74万 | 0.44% | 12,230 | -120,167 | -90.8% | -$606.61万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $60.62万 | 0.43% | 22,328 | -313 | -1.4% | -$8,498 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $55.58万 | 0.39% | 10,118 | -89,144 | -89.8% | -$489.67万 | 减仓 |
| BKMC | BNY MELLON ETF TRUST | $55.25万 | 0.39% | 5,009 | -13 | -0.3% | -$1,434 | 减仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $53.49万 | 0.38% | 10,570 | 2,158 | 25.7% | $10.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $52.35万 | 0.37% | 907 | -42 | -4.4% | -$2.42万 | 减仓 |
| — | ETF SER SOLUTIONS | $52.25万 | 0.37% | 9,249 | 9,249 | — | $52.25万 | 新建仓 |
| FEOE | RBB FUND TRUST | $51.47万 | 0.36% | 10,201 | 10,201 | — | $51.47万 | 新建仓 |
| TBIL | RBB FD INC | $49.49万 | 0.35% | 9,926 | -101,541 | -91.1% | -$506.29万 | 减仓 |
| SBUX | STARBUCKS CORP | $48.77万 | 0.35% | 5,444 | -46 | -0.8% | -$4,121 | 减仓 |
| AAPL | APPLE INC | $42.69万 | 0.30% | 1,682 | -83 | -4.7% | -$2.11万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $39.13万 | 0.28% | 2,146 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $33.96万 | 0.24% | 6,773 | 321 | 5.0% | $1.61万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $33.67万 | 0.24% | 11,558 | 1,136 | 10.9% | $3.31万 | 加仓 |
| EAGG | ISHARES TR | $32.16万 | 0.23% | 6,764 | -7,350 | -52.1% | -$34.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.67万 | 0.22% | 640 | -50 | -7.2% | -$2.40万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $29.88万 | 0.21% | 5,159 | -282 | -5.2% | -$1.63万 | 减仓 |
| — | TIDAL TRUST III | $28.78万 | 0.20% | 7,272 | -6,532 | -47.3% | -$25.85万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.60万 | 0.20% | 2,947 | 2,947 | — | $27.60万 | 新建仓 |
| OUSM | ALPS ETF TR | $27.34万 | 0.19% | 6,251 | 5,430 | 661.4% | $23.75万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $26.84万 | 0.19% | 4,454 | -31 | -0.7% | -$1,868 | 减仓 |
| VOO | VANGUARD INDEX FDS | $26.23万 | 0.19% | 439 | -169 | -27.8% | -$10.10万 | 减仓 |
| META | META PLATFORMS INC | $25.46万 | 0.18% | 445 | -19 | -4.1% | -$1.09万 | 减仓 |
| USB | US BANCORP | $25.44万 | 0.18% | 4,892 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $25.21万 | 0.18% | 2,680 | 2,680 | — | $25.21万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $24.32万 | 0.17% | 6,773 | 6,773 | — | $24.32万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $23.66万 | 0.17% | 2,128 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $23.64万 | 0.17% | 1,978 | -3,180 | -61.7% | -$38.00万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $23.50万 | 0.17% | 1,888 | -194 | -9.3% | -$2.41万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $23.30万 | 0.17% | 7,639 | 612 | 8.7% | $1.87万 | 加仓 |
| GOOG | ALPHABET INC | $23.03万 | 0.16% | 803 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $22.74万 | 0.16% | 1,053 | 195 | 22.7% | $4.21万 | 加仓 |
| CAT | CATERPILLAR INC | $19.06万 | 0.14% | 269 | 15 | 5.9% | $1.06万 | 加仓 |
| XBI | SPDR SERIES TRUST | $18.38万 | 0.13% | 1,439 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $18.01万 | 0.13% | 700 | -6 | -0.8% | -$1,544 | 减仓 |
| HD | HOME DEPOT INC | $17.73万 | 0.13% | 539 | 19 | 3.7% | $6,249 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $17.02万 | 0.12% | 4,528 | 4,528 | — | $17.02万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $16.21万 | 0.11% | 663 | 20 | 3.1% | $4,889 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $15.98万 | 0.11% | 2,302 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $14.99万 | 0.11% | 522 | 522 | — | $14.99万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $14.84万 | 0.11% | 545 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $14.56万 | 0.10% | 4,936 | -137 | -2.7% | -$4,041 | 减仓 |
| SPYI | NEOS ETF TRUST | $14.50万 | 0.10% | 2,938 | 417 | 16.5% | $2.06万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $13.62万 | 0.10% | 739 | -5 | -0.7% | -$921 | 减仓 |
| NFLX | NETFLIX INC. | $13.56万 | 0.10% | 1,410 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $13.37万 | 0.09% | 2,888 | 2,888 | — | $13.37万 | 新建仓 |
| IUSG | ISHARES TR | $12.63万 | 0.09% | 814 | 814 | — | $12.63万 | 新建仓 |
| SPGM | SPDR INDEX SHS FDS | $12.41万 | 0.09% | 1,639 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $12.12万 | 0.09% | 5,199 | -4,104 | -44.1% | -$9.57万 | 减仓 |
| GOOGL | ALPHABET INC | $11.33万 | 0.08% | 394 | -108 | -21.5% | -$3.11万 | 减仓 |
| CSCO | CISCO SYS INC | $11.27万 | 0.08% | 1,453 | 1 | 0.1% | $78 | 加仓 |
| VUG | VANGUARD INDEX FDS | $10.96万 | 0.08% | 251 | 251 | — | $10.96万 | 新建仓 |
| EMB | ISHARES TR | $10.77万 | 0.08% | 1,146 | -233 | -16.9% | -$2.19万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $10.71万 | 0.08% | 732 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $9.78万 | 0.07% | 1,080 | 1,080 | — | $9.78万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.74万 | 0.07% | 402 | -6 | -1.5% | -$1,454 | 减仓 |
| LRCX | LAM RESEARCH CORP | $9.61万 | 0.07% | 450 | -400 | -47.1% | -$8.55万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $8.71万 | 0.06% | 189 | -40 | -17.5% | -$1.84万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $8.66万 | 0.06% | 1,144 | 1,144 | — | $8.66万 | 新建仓 |
| BA | BOEING CO | $8.56万 | 0.06% | 430 | 21 | 5.1% | $4,180 | 加仓 |
| IJT | ISHARES TR | $8.12万 | 0.06% | 561 | -73 | -11.5% | -$1.06万 | 减仓 |
| IJH | ISHARES TR | $8.04万 | 0.06% | 1,190 | -365 | -23.5% | -$2.46万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $7.55万 | 0.05% | 1,609 | 1,609 | — | $7.55万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $7.53万 | 0.05% | 2,941 | 2,941 | — | $7.53万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $7.43万 | 0.05% | 43 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7.41万 | 0.05% | 935 | 262 | 38.9% | $2.08万 | 加仓 |
| WMT | WALMART INC | $7.31万 | 0.05% | 588 | -283 | -32.5% | -$3.52万 | 减仓 |
| VDC | VANGUARD WORLD FD | $7.25万 | 0.05% | 323 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $7.16万 | 0.05% | 212 | 4 | 1.9% | $1,351 | 加仓 |
| IJR | ISHARES TR | $6.99万 | 0.05% | 562 | 560 | 28,000.0% | $6.96万 | 加仓 |
| GOVT | ISHARES TR | $6.58万 | 0.05% | 2,873 | 2,873 | — | $6.58万 | 新建仓 |
| IDV | ISHARES TR | $6.56万 | 0.05% | 1,542 | -222 | -12.6% | -$9,448 | 减仓 |