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 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 93 | $8,899 | <0.1% | 00.0% | 不變 | – |
| PZZAPapa Johns International Inc | Stock | 190 | $8,918 | <0.1% | +2+1.1% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 108 | $8,946 | <0.1% | 00.0% | 不變 | 歷史 |
| LGIHLGI Homes, Inc. | COM | 100 | $8,949 | <0.1% | 00.0% | 不變 | 歷史 |
| MTCHMatch Group, Inc. | COM | 295 | $8,962 | <0.1% | 00.0% | 不變 | 歷史 |
| QDELQuidelOrtho Corp | COM | 275 | $9,136 | <0.1% | 00.0% | 不變 | 歷史 |
| JHXJames Hardie Industries plc | SPONSORED ADR | 295 | $9,304 | <0.1% | 00.0% | 不變 | 歷史 |
| DRHDiamondRock Hospitality Co | COM | 1,107 | $9,350 | <0.1% | +4+0.4% | 加碼 | 歷史 |
| KWRQuaker Chemical Corp | COM | 55 | $9,356 | <0.1% | 00.0% | 不變 | 歷史 |
| CRICarters Inc | COM | 151 | $9,368 | <0.1% | +3+2.0% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 200 | $9,511 | <0.1% | 00.0% | 不變 | – |
| NXTNextpower Inc. | Stock | 203 | $9,517 | <0.1% | 00.0% | 不變 | 歷史 |
| NDSNNordson Corp | COM | 41 | $9,538 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 45 | $9,675 | <0.1% | 00.0% | 不變 | 歷史 |
| PEBPebblebrook Hotel Trust | COM | 710 | $9,769 | <0.1% | 00.0% | 不變 | 歷史 |
| HRIHerc Holdings Inc | COM | 73 | $9,779 | <0.1% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 61 | $9,786 | <0.1% | 00.0% | 不變 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 63 | $9,796 | <0.1% | −6−8.7% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 103 | $9,802 | <0.1% | 00.0% | 不變 | 歷史 |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 338 | $9,849 | <0.1% | 00.0% | 不變 | 歷史 |
| CNMDCONMED Corp | COM | 142 | $9,869 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 788 | $9,882 | <0.1% | −233−22.8% | 減碼 | 歷史 |
| RLJRLJ Lodging Trust | COM | 1,035 | $9,965 | <0.1% | +9+0.9% | 加碼 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 1,497 | $9,985 | <0.1% | 00.0% | 不變 | 歷史 |
| MACMacerich Co | COM | 649 | $1.00 萬 | <0.1% | +7+1.1% | 加碼 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 892 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 890 | $1.02 萬 | <0.1% | +46+5.5% | 加碼 | 歷史 |
| RCMR1 RCM Inc. | COM | 816 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRNSVaronis Systems Inc | COM | 214 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 174 | $1.03 萬 | <0.1% | −11−5.9% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 50 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 707 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 163 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 238 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 3,225 | $1.04 萬 | <0.1% | +11+0.3% | 加碼 | – |
| RHPRyman Hospitality Properties, Inc. | COM | 104 | $1.04 萬 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| XRXXerox Holdings Corp | COM NEW | 894 | $1.04 萬 | <0.1% | +15+1.7% | 加碼 | 歷史 |
| HIHillenbrand, Inc. | COM | 261 | $1.04 萬 | <0.1% | +3+1.2% | 加碼 | 歷史 |
| LCIILci Industries | COM | 101 | $1.04 萬 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 416 | $1.04 萬 | <0.1% | −254−37.9% | 減碼 | 歷史 |
| Global X FDS37960A735 | GBL X BLOCKCHAIN | 205 | $1.05 萬 | <0.1% | 00.0% | 不變 | – |
| SHOSunstone Hotel Investors, Inc. | COM | 1,000 | $1.05 萬 | <0.1% | +6+0.6% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 42 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 425 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 110 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 400 | $1.06 萬 | <0.1% | 00.0% | 不變 | – |
| BCCBoise Cascade Co | COM | 89 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WKWorkiva Inc | COM CL A | 146 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PBHPrestige Consumer Healthcare Inc. | COM | 155 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXPBXP, Inc. | COM | 174 | $1.07 萬 | <0.1% | +3+1.8% | 加碼 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 128 | $1.07 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 181 | $1.07 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 134 | $1.07 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| POOLPool Corp | COM | 35 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KAIKadant Inc | COM | 37 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 383 | $1.09 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| ENOVEnovis CORP | COM | 241 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SUMSummit Materials, Inc. | CL A | 298 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 531 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 79 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRVLCorvel Corp | COM | 43 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BECNQxo Building Products, Inc. | COM | 122 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 204 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REZIResideo Technologies, Inc. | Stock | 568 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 155 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWHCamping World Holdings, Inc. | CL A | 624 | $1.11 萬 | <0.1% | +7+1.1% | 加碼 | 歷史 |
| SMPLSimply Good Foods Co | COM | 309 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 124 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 29 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 386 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTCPTC Inc. | Stock | 62 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPMP Materials Corp. | COM CL A | 888 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 64 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHAKShake Shack Inc. | CL A | 126 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 55 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 144 | $1.14 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| AZTAAzenta, Inc. | COM | 218 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMEDAmedisys Inc | COM | 125 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 55 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 85 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENSGEnsign Group, Inc | COM | 93 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMSCMS Energy Corp | COM | 194 | $1.15 萬 | <0.1% | +2+1.0% | 加碼 | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 280 | $1.16 萬 | <0.1% | +4+1.4% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 117 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AZZAzz Inc | COM | 151 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EIGEmployers Holdings, Inc. | COM | 275 | $1.17 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| KEPKorea Electric Power Corp | SPONSORED ADR | 1,655 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APPFAppfolio Inc | COM CL A | 48 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRSRCorsair Gaming, Inc. | COM | 1,065 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUBBHubbell Inc | COM | 32 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HELEHelen of Troy Ltd | Stock | 127 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 159 | $1.18 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 319 | $1.18 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 91 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 86 | $1.18 萬 | <0.1% | +1+1.2% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 87 | $1.18 萬 | <0.1% | +1+1.2% | 加碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 1,180 | $1.18 萬 | <0.1% | +33+2.9% | 加碼 | 歷史 |
| COTYCoty Inc. | COM CL A | 1,184 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEFGreif, Inc | CL A | 207 | $1.19 萬 | <0.1% | +2+1.0% | 加碼 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 1,150 | $1.19 萬 | <0.1% | +10+0.9% | 加碼 | 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 |