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Livermore
Livermore
中文EN

Rise Advisors, LLC

SEC CIK
0001831316
最新申報
2026/7/10

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
1,500
較 2024 年第 4 季 +383
總值
$2.26 億
較 2024 年第 4 季 +$1,842 萬 (+8.9%)
申報日
2025/5/15
SEC
Rise Advisors, LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Value ETF922908744ETF197,999$3,420 萬15.1%+24,980+14.4%加碼–
Vanguard Morningstar Growth ETF922908736ETF82,856$3,072 萬13.6%+12,947+18.5%加碼–
Dimensional ETF Trust25434V872CORE FIXE IN ETF619,158$2,604 萬11.5%+35,261+6.0%加碼–
Janus Detroit STR Tr47103U852HENDERSON MTG317,886$1,437 萬6.3%+25,586+8.8%加碼–
Dimensional U.S. Targeted Value ETF25434V609ETF224,218$1,154 萬5.1%+66,184+41.9%加碼–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF202,725$996.4 萬4.4%+4,730+2.4%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF106,831$532.1 萬2.4%−2,069−1.9%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF36,124$473.5 萬2.1%−243−0.7%減碼–
First Tr Exchng Traded FD VI33740U729FT VEST LAD175,274$411.9 萬1.8%+175,274新進–
State Street Energy Select Sector SPDR ETF81369Y506ETF39,112$365.5 萬1.6%+38,879+16,686.3%加碼–
BRK.BBerkshire Hathaway IncStock6,718$357.8 萬1.6%+2,840+73.2%加碼歷史
AAPLApple Inc.Stock16,038$356.3 萬1.6%+11,784+277.0%加碼歷史
MSFTMicrosoft CorpStock8,605$323.0 萬1.4%+3,419+65.9%加碼歷史
NVDANVIDIA CorpStock25,883$280.5 萬1.2%+3,346+14.8%加碼歷史
AMZNAmazon Com IncStock10,920$207.8 萬0.9%+1,384+14.5%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF38,041$192.6 萬0.9%+6,324+19.9%加碼–
GOOGAlphabet Inc.Stock8,427$131.7 萬0.6%+303+3.7%加碼歷史
XOMExxonMobil Holdings CorpCOM10,535$125.3 萬0.6%+379+3.7%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF32,560$107.4 萬0.5%+80+0.2%加碼–
TMPTompkins Financial CorpCOM16,126$101.6 萬0.4%+322+2.0%加碼歷史
SPYSPDR S&P 500 ETF TrustETF1,722$96.3 萬0.4%+432+33.5%加碼歷史
METAMeta Platforms, Inc.Stock1,539$88.7 萬0.4%+175+12.8%加碼歷史
JPMJPMorgan Chase & CoStock3,451$84.7 萬0.4%+195+6.0%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL16,667$84.5 萬0.4%−3,507−17.4%減碼–
TSLATesla, Inc.Stock2,930$75.9 萬0.3%+332+12.8%加碼歷史
JNJJohnson & JohnsonStock4,465$74.0 萬0.3%+1,367+44.1%加碼歷史
COSTCostco Wholesale CorpStock781$73.9 萬0.3%+39+5.3%加碼歷史
PAYXPaychex IncStock4,529$69.9 萬0.3%−374−7.6%減碼歷史
CSCOCisco Systems, Inc.Stock11,099$68.5 萬0.3%+1,188+12.0%加碼歷史
KOCoca Cola CoStock9,294$66.6 萬0.3%+1,988+27.2%加碼歷史
MCDMcDonalds CorpStock2,069$64.6 萬0.3%+240+13.1%加碼歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF13,864$63.3 萬0.3%−118−0.8%減碼–
iShares Tr46429B655FLTG RATE NT ETF12,225$62.4 萬0.3%−444−3.5%減碼–
LLYEli Lilly & CoStock719$59.4 萬0.3%+59+8.9%加碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF22,619$59.3 萬0.3%+58+0.3%加碼–
MAMastercard IncStock1,028$56.4 萬0.2%+54+5.5%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF2,774$53.8 萬0.2%+420+17.8%加碼–
BACBank of America CorpStock12,487$52.1 萬0.2%+255+2.1%加碼歷史
AVGOBroadcom Inc.Stock3,082$51.6 萬0.2%+747+32.0%加碼歷史
BABoeing CoStock2,936$50.1 萬0.2%+102+3.6%加碼歷史
Invesco QQQ Trust Series I46090E103ETF1,015$47.6 萬0.2%−1,126−52.6%減碼–
SOSouthern CoStock5,073$46.6 萬0.2%−657−11.5%減碼歷史
VVisa Inc.Stock1,307$45.8 萬0.2%+351+36.7%加碼歷史
IBMInternational Business Machines CorpStock1,832$45.6 萬0.2%+90+5.2%加碼歷史
CATCaterpillar IncStock1,334$44.0 萬0.2%−101−7.0%減碼歷史
BBYBest Buy Co IncStock5,701$42.0 萬0.2%+5,414+1,886.4%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF784$41.8 萬0.2%+103+15.1%加碼歷史
HDHome Depot, Inc.Stock1,139$41.7 萬0.2%+45+4.1%加碼歷史
ETNEaton Corp plcStock1,529$41.6 萬0.2%−139−8.3%減碼歷史
iShares Russell 2000 ETF464287655ETF2,048$40.9 萬0.2%+129+6.7%加碼–
PGProcter & Gamble CoStock2,345$40.0 萬0.2%+690+41.7%加碼歷史
BXBlackstone Inc.COM2,851$39.9 萬0.2%+37+1.3%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF6,816$39.8 萬0.2%−2,241−24.7%減碼–
CMGChipotle Mexican Grill IncCOM7,918$39.8 萬0.2%+50+0.6%加碼歷史
WMWaste Management IncStock1,691$39.2 萬0.2%−229−11.9%減碼歷史
GSGoldman Sachs Group IncStock704$38.4 萬0.2%+20+2.9%加碼歷史
UNHUnitedHealth Group IncStock728$38.1 萬0.2%+90+14.1%加碼歷史
WMTWalmart Inc.Stock4,239$37.2 萬0.2%+424+11.1%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF2,516$36.7 萬0.2%+230+10.1%加碼–
MRKMerck & Co., Inc.Stock3,886$34.9 萬0.2%−722−15.7%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF2,108$34.0 萬0.2%+3+0.1%加碼–
AMGNAmgen IncStock1,089$33.9 萬0.1%+578+113.1%加碼歷史
NFLXNetflix IncStock361$33.7 萬0.1%+24+7.1%加碼歷史
USBUS Bancorp DECOM NEW7,880$33.3 萬0.1%−1,267−13.9%減碼歷史
RTXRTX CorpStock2,361$31.3 萬0.1%+28+1.2%加碼歷史
PKGPackaging Corp of AmericaStock1,547$30.6 萬0.1%−152−8.9%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF3,015$29.8 萬0.1%−325−9.7%減碼–
Vanguard Whitehall FDS921946810INTL DVD ETF3,557$29.5 萬0.1%+22+0.6%加碼–
LNTAlliant Energy CorpStock4,517$29.1 萬0.1%−757−14.4%減碼歷史
ABBVAbbVie Inc.Stock1,383$29.0 萬0.1%+95+7.4%加碼歷史
CVXChevron CorpStock1,727$28.9 萬0.1%+150+9.5%加碼歷史
PSAPublic StorageCOM963$28.8 萬0.1%−202−17.3%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,495$28.2 萬0.1%−11−0.4%減碼歷史
PRUPrudential Financial IncStock2,519$28.1 萬0.1%−596−19.1%減碼歷史
EDConsolidated Edison IncStock2,427$26.8 萬0.1%−823−25.3%減碼歷史
CBChubb LtdStock841$25.4 萬0.1%+37+4.6%加碼歷史
WFCWells Fargo & CompanyStock3,372$24.2 萬0.1%+52+1.6%加碼歷史
ELVElevance Health, Inc.Stock548$23.8 萬0.1%+422+334.9%加碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE5,777$23.8 萬0.1%+23+0.4%加碼–
PEPPepsiCo IncStock1,558$23.4 萬0.1%+333+27.2%加碼歷史
NSCNorfolk Southern CorpStock969$23.0 萬0.1%+834+617.8%加碼歷史
IDXXIDEXX Laboratories IncCOM541$22.7 萬0.1%−2−0.4%減碼歷史
CRMSalesforce, Inc.Stock846$22.7 萬0.1%+52+6.5%加碼歷史
ORCLOracle CorpStock1,598$22.3 萬0.1%+113+7.6%加碼歷史
Vanguard Information Technology ETF92204A702ETF396$21.5 萬0.1%+166+72.2%加碼–
iShares Core S&P 500 ETF464287200ETF371$20.8 萬0.1%+38+11.4%加碼–
iShares Select Dividend ETF464287168ETF1,538$20.7 萬0.1%−59−3.7%減碼–
MUMicron Technology IncStock2,373$20.6 萬0.1%+120+5.3%加碼歷史
MSMorgan StanleyStock1,730$20.2 萬0.1%−14−0.8%減碼歷史
GOOGLAlphabet Inc.Stock1,244$19.2 萬0.1%+852+217.3%加碼歷史
ISRGIntuitive Surgical IncCOM NEW378$18.7 萬0.1%+20+5.6%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF666$18.3 萬0.1%−5−0.7%減碼–
DISWalt Disney CoStock1,827$18.0 萬0.1%−26−1.4%減碼歷史
ICEIntercontinental Exchange, Inc.Stock1,036$17.9 萬0.1%+43+4.3%加碼歷史
GEGeneral Electric CoStock876$17.5 萬0.1%+101+13.0%加碼歷史
TAT&T Inc.Stock6,177$17.5 萬0.1%+440+7.7%加碼歷史
AFLAflac IncStock1,545$17.2 萬0.1%+54+3.6%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF661$17.1 萬0.1%+3+0.5%加碼–
ABTAbbott LaboratoriesStock1,275$16.9 萬0.1%+124+10.8%加碼歷史
STZConstellation Brands, Inc.Stock911$16.7 萬0.1%+5+0.6%加碼歷史

2024 年第 4 季之後清倉（82 檔）

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

Rise Advisors, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
WisdomTree Tr97717X578EM EX ST-OWNED122,855$374.5 萬1.8%–
iShares Core MSCI Total International Stock ETF46432F834ETF3,072$20.3 萬0.1%–
iShares Core MSCI Eafe ETF46432F842ETF2,482$17.4 萬0.1%–
GBNYGenerations Bancorp NY, Inc.COM8,063$12.2 萬0.1%歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF1,889$9.87 萬<0.1%–
Vanguard Whitehall FDS921946794INTL HIGH ETF914$6.21 萬<0.1%–
SAPSAP SEADR223$5.49 萬<0.1%歷史
NVONovo Nordisk A SADR592$5.09 萬<0.1%歷史
iShares Tr46435G516ESG AW MSCI EAFE438$3.33 萬<0.1%–
Vanguard Star FDS921909768VG TL INTL STK F533$3.14 萬<0.1%–
ARGXArgenx SESPONSORED ADR43$2.64 萬<0.1%歷史
ALTMArcadium Lithium plcStock5,043$2.59 萬<0.1%歷史
TTMITTM Technologies IncCOM1,009$2.50 萬<0.1%歷史
RELXRELX PLCSPONSORED ADR531$2.41 萬<0.1%歷史
iShares Inc464286533MSCI EMERG MRKT383$2.22 萬<0.1%–
SFSTSouthern First Bancshares IncCOM558$2.22 萬<0.1%歷史
GBTCGrayscale Bitcoin Trust ETFETF298$2.21 萬<0.1%歷史
UBSUBS Group AGStock725$2.20 萬<0.1%歷史
DEAEasterly Government Properties, Inc.COM1,930$2.19 萬<0.1%歷史
AZPNAspen Technology, Inc.COM87$2.17 萬<0.1%歷史
HMCHonda Motor Co LtdADR ECH CNV IN 3742$2.12 萬<0.1%歷史
RACEFerrari N.V.COM47$2.01 萬<0.1%歷史
iShares MSCI Eafe ETF464287465ETF253$1.91 萬<0.1%–
WAFDWafd IncStock592$1.91 萬<0.1%歷史
CRHCRH Public Ltd CoORD203$1.88 萬<0.1%歷史
SEICSEI Investments CoCOM226$1.86 萬<0.1%歷史
TTETotalEnergies SESPONSORED ADS337$1.84 萬<0.1%歷史
Schwab International Equity ETF808524805ETF929$1.72 萬<0.1%–
SANBanco Santander, S.A.ADR3,699$1.69 萬<0.1%歷史
ZDZiff Davis, Inc.COM301$1.64 萬<0.1%歷史
IPGPIpg Photonics CorpCOM223$1.62 萬<0.1%歷史
ITCIIntra-Cellular Therapies, Inc.COM188$1.57 萬<0.1%歷史
OSISOsi Systems IncCOM92$1.54 萬<0.1%歷史
PLUSEplus IncCOM208$1.54 萬<0.1%歷史
SUMSummit Materials, Inc.CL A298$1.51 萬<0.1%歷史
LPLLG Display Co., Ltd.SPONS ADR REP4,735$1.45 萬<0.1%歷史
ATIAti IncStock264$1.45 萬<0.1%歷史
KFYKorn FerryCOM NEW213$1.44 萬<0.1%歷史
CRVLCorvel CorpCOM129$1.44 萬<0.1%歷史
ALCAlcon IncStock168$1.43 萬<0.1%歷史
APGAPi Group CorpCOM STK396$1.42 萬<0.1%歷史
CALXCalix, IncCOM405$1.41 萬<0.1%歷史
KEKimball Electronics, Inc.Stock753$1.41 萬<0.1%歷史
WDSWoodside Energy Group LtdADR864$1.35 萬<0.1%歷史
ARWRArrowhead Pharmaceuticals, Inc.COM714$1.34 萬<0.1%歷史
PRKSUnited Parks & Resorts Inc.COM237$1.33 萬<0.1%歷史
VPGVishay Precision Group, Inc.COM558$1.31 萬<0.1%歷史
NSITInsight Enterprises IncCOM86$1.31 萬<0.1%歷史
NEUNewmarket CorpCOM24$1.29 萬<0.1%歷史
QDELQuidelOrtho CorpCOM275$1.23 萬<0.1%歷史
GMABGenmab A/SSPONSORED ADS577$1.20 萬<0.1%歷史
LKFTLakefront Biotherapeutics NVSPON ADR425$1.17 萬<0.1%歷史
KEPKorea Electric Power CorpSPONSORED ADR1,655$1.14 萬<0.1%歷史
AMEDAmedisys IncCOM125$1.13 萬<0.1%歷史
RHPRyman Hospitality Properties, Inc.COM106$1.11 萬<0.1%歷史
Schwab Emerging Markets Equity ETF808524706ETF412$1.10 萬<0.1%–
AZTAAzenta, Inc.COM218$1.09 萬<0.1%歷史
DIODDiodes IncCOM175$1.08 萬<0.1%歷史
Schwab U.S. Small-Cap ETF808524607ETF406$1.05 萬<0.1%–
JHXJames Hardie Industries plcSPONSORED ADR295$9,089<0.1%歷史
DVDoubleVerify Holdings, Inc.COM461$8,856<0.1%歷史
GOGrocery Outlet Holding Corp.COM553$8,632<0.1%歷史
ACADAcadia Pharmaceuticals IncCOM469$8,606<0.1%歷史
Schwab U.S. Mid-Cap ETF808524508ETF304$8,434<0.1%–
NICENICE Ltd.SPONSORED ADR49$8,322<0.1%歷史
ETSYEtsy IncCOM154$8,145<0.1%歷史
PGNYProgyny, Inc.COM466$8,039<0.1%歷史
HELEHelen of Troy LtdStock127$7,598<0.1%歷史
CRSRCorsair Gaming, Inc.COM1,065$7,040<0.1%歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW308$6,985<0.1%歷史
iShares Tr464287234MSCI EMG MKT ETF157$6,569<0.1%–
STNEStoneCo Ltd.COM679$5,412<0.1%歷史
KURAKura Oncology, Inc.COM531$4,625<0.1%歷史
iShares Inc46434G863ESG AWR MSCI EM111$3,709<0.1%–
iShares Tr46435G532MSCI GBL SUS DEV32$2,254<0.1%–
CLDXCelldex Therapeutics, Inc.COM NEW83$2,097<0.1%歷史
Kraneshares Tr500767827ELEC VEH FUTUR71$1,494<0.1%–
MFCManulife Financial CorpCOM30$937<0.1%歷史
Amplify ETF Tr032108631AMPLIFY ALTERNAT234$523<0.1%–
GRALGRAIL, Inc.COM21$375<0.1%歷史
Amplify ETF Tr032108854SEYMOUR CANNBS100$205<0.1%–
FIRYFiry Inc.COM CL A1$5<0.1%歷史