Rise Advisors, LLC
- SEC CIK
- 0001831316
- 最新申報
- 2026/7/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 1,239
- 較 2024 年第 1 季 −26
- 總值
- $1.89 億
- 較 2024 年第 1 季 +$104.7 萬 (+0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Kraneshares Tr500767827 | ELEC VEH FUTUR | 71 | $1,372 | <0.1% | 00.0% | 不變 | – |
| GILTGilat Satellite Networks Ltd | SHS NEW | 330 | $1,474 | <0.1% | 00.0% | 不變 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 50 | $1,477 | <0.1% | 00.0% | 不變 | 歷史 |
| ADTADT Inc. | COM | 208 | $1,580 | <0.1% | +2+1.0% | 加碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 250 | $1,600 | <0.1% | +3+1.2% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 10 | $1,632 | <0.1% | −1−9.1% | 減碼 | 歷史 |
| TPBTurning Point Brands, Inc. | COM | 51 | $1,652 | <0.1% | 00.0% | 不變 | 歷史 |
| FUBOFuboTV Inc. | COM | 1,344 | $1,667 | <0.1% | 00.0% | 不變 | 歷史 |
| RDFNRedfin Corp | COM | 280 | $1,683 | <0.1% | −25−8.2% | 減碼 | 歷史 |
| CGCCanopy Growth Corp | COM NEW | 264 | $1,703 | <0.1% | −3−1.1% | 減碼 | 歷史 |
| LTCLTC Properties Inc | REIT | 51 | $1,755 | <0.1% | +51 | 新進 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 22 | $1,811 | <0.1% | 00.0% | 不變 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 25 | $1,840 | <0.1% | 00.0% | 不變 | 歷史 |
| VSTOVista Outdoor Inc. | COM | 50 | $1,883 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNIMagnite, Inc. | COM | 150 | $1,994 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 50 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRDLCardiol Therapeutics Inc. | COM CL A | 1,000 | $2,020 | <0.1% | 00.0% | 不變 | 歷史 |
| WWayfair Inc. | CL A | 39 | $2,056 | <0.1% | 00.0% | 不變 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 67 | $2,074 | <0.1% | −280−80.7% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 19 | $2,156 | <0.1% | 00.0% | 不變 | – |
| PSECProspect Capital Corp | COM | 396 | $2,189 | <0.1% | +13+3.4% | 加碼 | 歷史 |
| SBGISinclair, Inc. | CL A | 165 | $2,194 | <0.1% | +4+2.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 31 | $2,270 | <0.1% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 55 | $2,280 | <0.1% | 00.0% | 不變 | – |
| TDOCTeladoc Health, Inc. | COM | 235 | $2,298 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 31 | $2,346 | <0.1% | 00.0% | 不變 | – |
| WIXWix.com Ltd. | SHS | 15 | $2,386 | <0.1% | 00.0% | 不變 | 歷史 |
| CCJCameco Corp | Stock | 50 | $2,460 | <0.1% | +50 | 新進 | 歷史 |
| LOGILogitech International S.A. | SHS | 26 | $2,502 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 23 | $2,529 | <0.1% | 00.0% | 不變 | 歷史 |
| UVVUniversal Corp | COM | 55 | $2,650 | <0.1% | +55 | 新進 | 歷史 |
| DBXDropbox, Inc. | CL A | 120 | $2,696 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 100 | $2,721 | <0.1% | +100 | 新進 | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 60 | $2,857 | <0.1% | 00.0% | 不變 | 歷史 |
| CHWYChewy, Inc. | CL A | 105 | $2,860 | <0.1% | −50−32.3% | 減碼 | 歷史 |
| iShares Tr46434V514 | MSCI CHINA A | 114 | $2,886 | <0.1% | −169−59.7% | 減碼 | – |
| HNSTHonest Company, Inc. | COM | 1,000 | $2,920 | <0.1% | 00.0% | 不變 | 歷史 |
| GLOBGlobant S.A. | COM | 17 | $3,030 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Opportunities Trust26923N686 | TUTTLE CAP DAILY | 125 | $3,068 | <0.1% | +125 | 新進 | – |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 83 | $3,072 | <0.1% | 00.0% | 不變 | 歷史 |
| GRCGorman Rupp Co | COM | 84 | $3,084 | <0.1% | +84 | 新進 | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 159 | $3,120 | <0.1% | −27−14.5% | 減碼 | 歷史 |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 500 | $3,175 | <0.1% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 60 | $3,241 | <0.1% | 00.0% | 不變 | 歷史 |
| BRCBrady Corp | CL A | 50 | $3,301 | <0.1% | +50 | 新進 | 歷史 |
| AVAVAeroVironment Inc | COM | 20 | $3,643 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 109 | $3,667 | <0.1% | 00.0% | 不變 | – |
| CBOECboe Global Markets, Inc. | COM | 23 | $3,880 | <0.1% | −15−39.5% | 減碼 | 歷史 |
| PUBMPubMatic, Inc. | COM CL A | 200 | $4,062 | <0.1% | −50−20.0% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 72 | $4,090 | <0.1% | 00.0% | 不變 | 歷史 |
| MACKMerrimack Pharmaceuticals Inc | COM NEW | 272 | $4,108 | <0.1% | 00.0% | 不變 | 歷史 |
| KODKEastman Kodak Co | COM NEW | 776 | $4,175 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 90 | $4,186 | <0.1% | 00.0% | 不變 | – |
| JDJD.com, Inc. | SPON ADS CL A | 172 | $4,451 | <0.1% | +34+24.6% | 加碼 | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 108 | $4,571 | <0.1% | 00.0% | 不變 | – |
| WABCWestamerica Bancorporation | COM | 95 | $4,630 | <0.1% | +50+111.1% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 2,000 | $4,660 | <0.1% | +2,000 | 新進 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 103 | $4,778 | <0.1% | −40−28.0% | 減碼 | 歷史 |
| LARKLandmark Bancorp Inc | COM | 251 | $4,824 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 213 | $4,881 | <0.1% | −3−1.4% | 減碼 | – |
| UPSTUpstart Holdings, Inc. | COM | 210 | $4,954 | <0.1% | 00.0% | 不變 | 歷史 |
| EBTCEnterprise Bancorp Inc | COM | 201 | $5,000 | <0.1% | +201 | 新進 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 151 | $5,007 | <0.1% | +1+0.7% | 加碼 | – |
| XYZBlock, Inc. | CL A | 79 | $5,095 | <0.1% | −30−27.5% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 23 | $5,111 | <0.1% | +8+53.3% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 121 | $5,206 | <0.1% | +2+1.7% | 加碼 | 歷史 |
| Global X FDS37954Y434 | GENOMIC BIOTECH | 500 | $5,220 | <0.1% | 00.0% | 不變 | – |
| PCHPotlatchdeltic Corp | COM | 138 | $5,428 | <0.1% | +3+2.2% | 加碼 | 歷史 |
| CTBICommunity Trust Bancorp Inc | COM | 127 | $5,562 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 100 | $5,578 | <0.1% | +50+100.0% | 加碼 | – |
| SOLVSolventum Corp | Stock | 108 | $5,711 | <0.1% | +108 | 新進 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 175 | $5,721 | <0.1% | +175 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 803 | $5,974 | <0.1% | +92+12.9% | 加碼 | 歷史 |
| Ea Series Trust02072L722 | STRI US ENER ETF | 207 | $6,185 | <0.1% | +2+1.0% | 加碼 | – |
| ROKURoku, Inc | COM CL A | 104 | $6,233 | <0.1% | −20−16.1% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 68 | $6,365 | <0.1% | −6−8.1% | 減碼 | 歷史 |
| OABIOmniAb, Inc. | COM | 1,725 | $6,469 | <0.1% | 00.0% | 不變 | 歷史 |
| MARAMARA Holdings, Inc. | COM | 326 | $6,471 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 485 | $6,509 | <0.1% | 00.0% | 不變 | 歷史 |
| HTOH2O America | COM | 121 | $6,554 | <0.1% | +36+42.4% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 154 | $6,577 | <0.1% | +1+0.7% | 加碼 | – |
| MFCManulife Financial Corp | COM | 257 | $6,841 | <0.1% | +205+394.2% | 加碼 | 歷史 |
| DAYDayforce, Inc. | COM | 141 | $6,994 | <0.1% | 00.0% | 不變 | 歷史 |
| RBLXRoblox Corp | Stock | 188 | $6,995 | <0.1% | 00.0% | 不變 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 58 | $7,283 | <0.1% | 00.0% | 不變 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 39 | $7,336 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 196 | $7,492 | <0.1% | 00.0% | 不變 | – |
| MEIMethode Electronics Inc | COM | 734 | $7,601 | <0.1% | +8+1.1% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 469 | $7,621 | <0.1% | 00.0% | 不變 | 歷史 |
| Bitwise Funds Trust091748301 | ETHEREUM STRTGY | 174 | $7,663 | <0.1% | +174 | 新進 | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 640 | $7,739 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 100 | $7,808 | <0.1% | 00.0% | 不變 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 490 | $7,970 | <0.1% | 00.0% | 不變 | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 416 | $8,002 | <0.1% | +5+1.2% | 加碼 | 歷史 |
| APPNAppian Corp | CL A | 261 | $8,054 | <0.1% | −20−7.1% | 減碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 49 | $8,427 | <0.1% | 00.0% | 不變 | 歷史 |
| STNEStoneCo Ltd. | COM | 709 | $8,501 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 411 | $8,503 | <0.1% | +20+5.1% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 153 | $8,572 | <0.1% | 00.0% | 不變 | – |
| UDNInvesco DB US Dollar Index Bearish Fund | BEARISH FD | 496 | $8,879 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（51 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 324 | $8.51 萬 | <0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 419 | $4.51 萬 | <0.1% | – |
| QSRRestaurant Brands International Inc. | COM | 467 | $3.71 萬 | <0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 679 | $3.30 萬 | <0.1% | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 99 | $3.22 萬 | <0.1% | 歷史 |
| LBAILakeland Bancorp Inc | COM | 2,419 | $2.93 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 225 | $2.56 萬 | <0.1% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 232 | $2.31 萬 | <0.1% | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 243 | $1.82 萬 | <0.1% | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 141 | $1.47 萬 | <0.1% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 307 | $1.46 萬 | <0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 444 | $1.43 萬 | <0.1% | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 211 | $1.29 萬 | <0.1% | – |
| iShares Tr464287374 | NORTH AMERN NAT | 286 | $1.29 萬 | <0.1% | – |
| DOORMasonite International Corp | COM | 97 | $1.28 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 389 | $1.23 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 588 | $1.20 萬 | <0.1% | – |
| DBOInvesco DB Oil Fund | OIL FD | 631 | $9,805 | <0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 103 | $8,452 | <0.1% | – |
| iShares Tr464287754 | US INDUSTRIALS | 64 | $8,053 | <0.1% | – |
| iShares Tr464288117 | INTL TREA BD ETF | 202 | $7,989 | <0.1% | – |
| SPOTSpotify Technology S.A. | Stock | 28 | $7,389 | <0.1% | 歷史 |
| CPTCamden Property Trust | REIT | 70 | $6,933 | <0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 104 | $6,811 | <0.1% | – |
| USOUnited States Oil Fund, LP | UNITS | 75 | $5,905 | <0.1% | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 66 | $4,829 | <0.1% | – |
| Atlantica Sustainable Infr PG0751N103 | SHS | 234 | $4,322 | <0.1% | – |
| UNGUnited States Natural Gas Fund, LP | ETF | 254 | $3,701 | <0.1% | 歷史 |
| UUnity Software Inc. | COM | 130 | $3,471 | <0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 150 | $3,140 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 26 | $2,569 | <0.1% | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 26 | $2,299 | <0.1% | – |
| NLOPNet Lease Office Properties | COM | 74 | $1,761 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 15 | $1,587 | <0.1% | 歷史 |
| RHRH | COM | 3 | $1,045 | <0.1% | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 7 | $1,026 | <0.1% | 歷史 |
| SAMBoston Beer Co Inc | CL A | 3 | $913 | <0.1% | 歷史 |
| TWSTTwist Bioscience Corp | COM | 20 | $686 | <0.1% | 歷史 |
| SESea Ltd | SPONSORD ADS | 12 | $645 | <0.1% | 歷史 |
| TRUPTrupanion, Inc. | COM | 20 | $552 | <0.1% | 歷史 |
| CSANYCosan S.A. | ADS | 40 | $516 | <0.1% | 歷史 |
| TRIPTripAdvisor, Inc. | COM | 10 | $278 | <0.1% | 歷史 |
| MAPSWM Technology, Inc. | COM | 200 | $266 | <0.1% | 歷史 |
| MSGEMadison Square Garden Entertainment Corp. | COM CL A | 5 | $196 | <0.1% | 歷史 |
| UPWheels Up Experience Inc. | COM CL A | 59 | $169 | <0.1% | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 8 | $127 | <0.1% | 歷史 |
| GANGAN Ltd | ORD SHS | 55 | $70 | <0.1% | 歷史 |
| SFESSafeguard Scientifics Inc | Stock | 39 | $29 | <0.1% | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 6 | $22 | <0.1% | 歷史 |
| FSRFisker Inc. | CL A COM STK | 184 | $4 | <0.1% | 歷史 |
| SBFMSunshine Biopharma Inc. | Common Stock | 18 | $1 | <0.1% | 歷史 |