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Rise Advisors, LLC

SEC CIK
0001831316
最新申報
2026/7/10

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/8 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
1,538
較 2025 年第 1 季 +38
總值
$2.52 億
較 2025 年第 1 季 +$2,554 萬 (+11.3%)
申報日
2025/7/8
SEC
Rise Advisors, LLC 在 2025 年第 2 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 Growth ETF922908736ETF86,306$3,784 萬15.0%+3,450+4.2%加碼–
Vanguard Morningstar Value ETF922908744ETF206,101$3,643 萬14.5%+8,102+4.1%加碼–
Dimensional ETF Trust25434V872CORE FIXE IN ETF640,180$2,705 萬10.7%+21,022+3.4%加碼–
Janus Detroit STR Tr47103U852HENDERSON MTG335,723$1,512 萬6.0%+17,837+5.6%加碼–
Dimensional U.S. Targeted Value ETF25434V609ETF234,148$1,263 萬5.0%+9,930+4.4%加碼–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF203,800$1,003 萬4.0%+1,075+0.5%加碼–
First Tr Exchng Traded FD VI33740U729FT VEST LAD297,515$741.7 萬2.9%+122,241+69.7%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF109,237$572.1 萬2.3%+2,406+2.3%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF37,472$552.8 萬2.2%+1,348+3.7%加碼–
MSFTMicrosoft CorpStock8,730$434.2 萬1.7%+125+1.5%加碼歷史
NVDANVIDIA CorpStock25,783$407.3 萬1.6%−100−0.4%減碼歷史
BRK.BBerkshire Hathaway IncStock7,989$388.1 萬1.5%+1,271+18.9%加碼歷史
AAPLApple Inc.Stock17,530$359.7 萬1.4%+1,492+9.3%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF40,949$347.3 萬1.4%+1,837+4.7%加碼–
AMZNAmazon Com IncStock10,765$236.2 萬0.9%−155−1.4%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF40,909$207.3 萬0.8%+2,868+7.5%加碼–
GOOGAlphabet Inc.Stock8,434$149.6 萬0.6%+7+0.1%加碼歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF30,593$140.0 萬0.6%+16,729+120.7%加碼–
SPYSPDR S&P 500 ETF TrustETF1,921$118.7 萬0.5%+199+11.6%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF32,658$117.0 萬0.5%+98+0.3%加碼–
METAMeta Platforms, Inc.Stock1,574$116.2 萬0.5%+35+2.3%加碼歷史
XOMExxonMobil Holdings CorpCOM10,430$112.4 萬0.4%−105−1.0%減碼歷史
JPMJPMorgan Chase & CoStock3,662$106.2 萬0.4%+211+6.1%加碼歷史
TMPTompkins Financial CorpCOM16,132$101.2 萬0.4%+60.0%加碼歷史
TSLATesla, Inc.Stock2,882$91.6 萬0.4%−48−1.6%減碼歷史
AVGOBroadcom Inc.Stock3,203$88.3 萬0.4%+121+3.9%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL16,901$85.8 萬0.3%+234+1.4%加碼–
CSCOCisco Systems, Inc.Stock11,185$77.6 萬0.3%+86+0.8%加碼歷史
COSTCostco Wholesale CorpStock783$77.5 萬0.3%+2+0.3%加碼歷史
CCitigroup IncStock8,096$68.9 萬0.3%+7,008+644.1%加碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF22,903$67.3 萬0.3%+284+1.3%加碼–
JNJJohnson & JohnsonStock4,344$66.4 萬0.3%−121−2.7%減碼歷史
KOCoca Cola CoStock9,210$65.2 萬0.3%−84−0.9%減碼歷史
PAYXPaychex IncStock4,248$61.8 萬0.2%−281−6.2%減碼歷史
iShares Tr46429B655FLTG RATE NT ETF11,808$60.2 萬0.2%−417−3.4%減碼–
BABoeing CoStock2,864$60.0 萬0.2%−72−2.5%減碼歷史
MCDMcDonalds CorpStock1,966$57.4 萬0.2%−103−5.0%減碼歷史
LLYEli Lilly & CoStock732$57.1 萬0.2%+13+1.8%加碼歷史
BACBank of America CorpStock12,034$56.9 萬0.2%−453−3.6%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF2,774$56.8 萬0.2%00.0%不變–
MAMastercard IncStock1,008$56.7 萬0.2%−20−1.9%減碼歷史
Invesco QQQ Trust Series I46090E103ETF1,003$55.3 萬0.2%−12−1.2%減碼–
IBMInternational Business Machines CorpStock1,861$54.9 萬0.2%+29+1.6%加碼歷史
MUMicron Technology IncStock4,167$51.4 萬0.2%+1,794+75.6%加碼歷史
ETNEaton Corp plcStock1,407$50.2 萬0.2%−122−8.0%減碼歷史
CATCaterpillar IncStock1,281$49.7 萬0.2%−53−4.0%減碼歷史
NFLXNetflix IncStock368$49.3 萬0.2%+7+1.9%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF846$47.9 萬0.2%+62+7.9%加碼歷史
VVisa Inc.Stock1,348$47.9 萬0.2%+41+3.1%加碼歷史
iShares Russell 2000 ETF464287655ETF2,213$47.8 萬0.2%+165+8.1%加碼–
GSGoldman Sachs Group IncStock656$46.4 萬0.2%−48−6.8%減碼歷史
SOSouthern CoStock4,954$45.5 萬0.2%−119−2.3%減碼歷史
CMGChipotle Mexican Grill IncCOM7,763$43.6 萬0.2%−155−2.0%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF2,111$41.6 萬0.2%+3+0.1%加碼–
BXBlackstone Inc.COM2,755$41.2 萬0.2%−96−3.4%減碼歷史
HDHome Depot, Inc.Stock1,115$40.9 萬0.2%−24−2.1%減碼歷史
WMTWalmart Inc.Stock4,180$40.9 萬0.2%−59−1.4%減碼歷史
BBYBest Buy Co IncStock5,788$38.9 萬0.2%+87+1.5%加碼歷史
PGProcter & Gamble CoStock2,380$37.9 萬0.2%+35+1.5%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF2,755$37.1 萬0.1%+239+9.5%加碼–
RTXRTX CorpStock2,529$36.9 萬0.1%+168+7.1%加碼歷史
ORCLOracle CorpStock1,680$36.7 萬0.1%+82+5.1%加碼歷史
WMWaste Management IncStock1,567$35.8 萬0.1%−124−7.3%減碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF5,659$35.5 萬0.1%+5,134+977.9%加碼–
Vanguard Whitehall FDS921946810INTL DVD ETF3,579$32.3 萬0.1%+22+0.6%加碼–
USBUS Bancorp DECOM NEW6,978$31.6 萬0.1%−902−11.4%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF3,148$31.2 萬0.1%+133+4.4%加碼–
IDXXIDEXX Laboratories IncCOM562$30.1 萬0.1%+21+3.9%加碼歷史
MRKMerck & Co., Inc.Stock3,709$29.4 萬0.1%−177−4.6%減碼歷史
AMGNAmgen IncStock1,035$28.9 萬0.1%−54−5.0%減碼歷史
PKGPackaging Corp of AmericaStock1,490$28.1 萬0.1%−57−3.7%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF4,461$27.7 萬0.1%−2,355−34.6%減碼–
CVXChevron CorpStock1,922$27.5 萬0.1%+195+11.3%加碼歷史
Vanguard Information Technology ETF92204A702ETF399$26.5 萬0.1%+3+0.8%加碼–
WFCWells Fargo & CompanyStock3,287$26.3 萬0.1%−85−2.5%減碼歷史
ABBVAbbVie Inc.Stock1,403$26.0 萬0.1%+20+1.4%加碼歷史
LNTAlliant Energy CorpStock4,150$25.1 萬0.1%−367−8.1%減碼歷史
PSAPublic StorageCOM851$25.0 萬0.1%−112−11.6%減碼歷史
NSCNorfolk Southern CorpStock975$24.9 萬0.1%+6+0.6%加碼歷史
PRUPrudential Financial IncStock2,297$24.7 萬0.1%−222−8.8%減碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE5,804$24.5 萬0.1%+27+0.5%加碼–
MSMorgan StanleyStock1,742$24.5 萬0.1%+12+0.7%加碼歷史
PLTRPalantir Technologies Inc.Stock1,761$24.0 萬0.1%+38+2.2%加碼歷史
GOOGLAlphabet Inc.Stock1,339$23.6 萬0.1%+95+7.6%加碼歷史
iShares Core S&P 500 ETF464287200ETF375$23.3 萬0.1%+4+1.1%加碼–
CRMSalesforce, Inc.Stock851$23.2 萬0.1%+5+0.6%加碼歷史
GEGeneral Electric CoStock890$22.9 萬0.1%+14+1.6%加碼歷史
CBChubb LtdStock784$22.7 萬0.1%−57−6.8%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,451$22.4 萬0.1%−44−1.8%減碼歷史
EDConsolidated Edison IncStock2,224$22.3 萬0.1%−203−8.4%減碼歷史
PEPPepsiCo IncStock1,662$21.9 萬0.1%+104+6.7%加碼歷史
ELVElevance Health, Inc.Stock558$21.7 萬0.1%+10+1.8%加碼歷史
DISWalt Disney CoStock1,745$21.6 萬0.1%−82−4.5%減碼歷史
iShares Select Dividend ETF464287168ETF1,544$20.5 萬0.1%+6+0.4%加碼–
UNHUnitedHealth Group IncStock650$20.3 萬0.1%−78−10.7%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF666$20.3 萬0.1%00.0%不變–
VSTVistra Corp.Stock999$19.4 萬0.1%−229−18.6%減碼歷史
ISRGIntuitive Surgical IncCOM NEW354$19.2 萬0.1%−24−6.3%減碼歷史
INTUIntuit Inc.Stock243$19.1 萬0.1%−1−0.4%減碼歷史
NOWServiceNow, Inc.Stock186$19.1 萬0.1%−22−10.6%減碼歷史

2025 年第 1 季之後清倉(123 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 123 檔。

Rise Advisors, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
DFSDiscover Financial ServicesCOM550$9.40 萬<0.1%歷史
SHELShell plcADR347$2.54 萬<0.1%歷史
XUnited States Steel CorpCOM477$2.02 萬<0.1%歷史
FBMSFirst Bancshares IncCOM508$1.72 萬<0.1%歷史
SASRSandy Spring Bancorp IncCOM562$1.57 萬<0.1%歷史
BERYBerry Global Group, Inc.COM209$1.46 萬<0.1%歷史
Schwab U.S. Large-Cap ETF808524201ETF652$1.44 萬<0.1%–
Direxion Shs ETF Tr25461A874DLY AAPL BUL1.5X485$1.36 萬<0.1%–
BECNQxo Building Products, Inc.COM101$1.25 萬<0.1%歷史
HEESH&E Equipment Services, Inc.COM109$1.03 萬<0.1%歷史
PDCOPatterson Companies, Inc.COM301$9,403<0.1%歷史
KRNTKornit Digital Ltd.SHS312$5,953<0.1%歷史
UDNInvesco DB US Dollar Index Bearish FundBEARISH FD287$5,034<0.1%歷史
OABIOmniAb, Inc.COM1,725$4,140<0.1%歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT21$3,668<0.1%–
BTIBritish American Tobacco p.l.c.SPONSORED ADR71$2,942<0.1%歷史
APPNAppian CorpCL A97$2,795<0.1%歷史
Schwab Fundamental International Equity ETF808524755ETF59$2,122<0.1%–
FMCFMC CorpCOM NEW42$1,772<0.1%歷史
CECelanese CorpStock27$1,533<0.1%歷史
JELDJELD-WEN Holding, Inc.COM256$1,528<0.1%歷史
IEIvanhoe Electric Inc.COM252$1,464<0.1%歷史
MCBMetropolitan Bank Holding Corp.COM26$1,456<0.1%歷史
HPPHudson Pacific Properties, Inc.COM488$1,440<0.1%歷史
CENXCentury Aluminum CoCOM76$1,411<0.1%歷史
EGBNEagle Bancorp IncCOM66$1,386<0.1%歷史
DFHDream Finders Homes, Inc.COM CL A61$1,376<0.1%歷史
MATVMativ Holdings, Inc.COM216$1,346<0.1%歷史
TROXTronox Holdings plcSHS191$1,345<0.1%歷史
FFICFlushing Financial CorpCOM105$1,334<0.1%歷史
INBKFirst Internet BancorpCOM49$1,312<0.1%歷史
SLDPSolid Power, Inc.CLASS A COM1,247$1,309<0.1%歷史
BZHBeazer Homes USA IncCOM NEW64$1,305<0.1%歷史
GPROGoPro, Inc.CL A1,919$1,272<0.1%歷史
DCHDauch CorpCOM285$1,160<0.1%歷史
PRMEPrime Medicine, Inc.COM575$1,144<0.1%歷史
AMWLAmerican Well CorpCOM CL A NEW145$1,143<0.1%歷史
AVXLAnavex Life Sciences Corp.COM NEW125$1,073<0.1%歷史
OPIOffice Properties Income TrustCOM SHS BEN INT2,284$1,042<0.1%歷史
CIOCity Office REIT, Inc.COM200$1,038<0.1%歷史
EPMEvolution Petroleum CorpCOM200$1,036<0.1%歷史
AXAxos Financial, Inc.COM16$1,032<0.1%歷史
LAZRQLuminar Technologies, Inc.COM NEW CL A190$1,024<0.1%歷史
SWIMLatham Group, Inc.COM159$1,022<0.1%歷史
TPCTutor Perini CorpCOM44$1,020<0.1%歷史
EBSEmergent BioSolutions Inc.COM207$1,006<0.1%歷史
SIGASiga Technologies IncCOM182$997<0.1%歷史
GRBKGreen Brick Partners, Inc.COM17$991<0.1%歷史
SFBSServisFirst Bancshares, Inc.COM12$991<0.1%歷史
BGSB&G Foods, Inc.COM144$989<0.1%歷史
BCBPBCB Bancorp IncCOM99$976<0.1%歷史
SDSandridge Energy IncCOM NEW84$959<0.1%歷史
SGRYSurgery Partners, Inc.Stock40$950<0.1%歷史
IMUXImmunic, Inc.COM862$940<0.1%歷史
CZFSCitizens Financial Services IncCOM16$929<0.1%歷史
FIBKFirst Interstate Bancsystem IncCOM32$917<0.1%歷史
JOBYJoby Aviation, Inc.COMMON STOCK152$915<0.1%歷史
BLFSBiolife Solutions IncCOM NEW40$914<0.1%歷史
NXQuanex Building Products CORPCOM49$911<0.1%歷史
DINDine Brands Global, Inc.COM39$908<0.1%歷史
EGYVaalco Energy IncCOM NEW238$895<0.1%歷史
AKROAkero Therapeutics, Inc.COM22$891<0.1%歷史
MBINMerchants BancorpCOM24$888<0.1%歷史
ADPTAdaptive Biotechnologies CorpCOM119$884<0.1%歷史
NUVBNuvation Bio Inc.COM CL A497$875<0.1%歷史
XYZBlock, Inc.CL A16$869<0.1%歷史
RFRegions Financial CorpCOM40$869<0.1%歷史
LGIHLGI Homes, Inc.COM13$864<0.1%歷史
KROKronos Worldwide IncCOM113$845<0.1%歷史
PGENPrecigen, Inc.COM565$842<0.1%歷史
QSQuantumScape CorpCOM CL A202$840<0.1%歷史
AMWDAmerican Woodmark CorpCOM14$824<0.1%歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW8$819<0.1%歷史
UDRUDR, Inc.COM18$813<0.1%歷史
WisdomTree Tr97717Y592BATTERY VL CHAIN31$801<0.1%–
RCKYRocky Brands, Inc.COM45$782<0.1%歷史
BRYBerry Corp (bry)COM241$774<0.1%歷史
SPCEVirgin Galactic Holdings, IncStock254$770<0.1%歷史
LWLGLightwave Logic, Inc.COM746$765<0.1%歷史
LSEALandsea Homes CorpCOM119$764<0.1%歷史
HOFTHooker Furnishings CorpCOM76$763<0.1%歷史
IIPRInnovative Industrial Properties IncCOM14$757<0.1%歷史
ALGTAllegiant Travel COCOM13$671<0.1%歷史
IOVAIovance Biotherapeutics, Inc.COM187$623<0.1%歷史
CRMDCorMedix Inc.COM96$591<0.1%歷史
ULCCFrontier Group Holdings, Inc.COM133$577<0.1%歷史
BWABorgwarner IncCOM19$544<0.1%歷史
RAPTRAPT Therapeutics, Inc.COM435$531<0.1%歷史
ONLOrion Properties Inc.REIT242$518<0.1%歷史
MPMP Materials Corp.COM CL A21$513<0.1%歷史
GNRCGenerac Holdings Inc.Stock4$507<0.1%歷史
BETRBetter Home & Finance Holding CoCOM NEW CL A46$502<0.1%歷史
WYNNWynn Resorts LtdCOM6$501<0.1%歷史
SVCService Properties TrustCOM SH BEN INT189$493<0.1%歷史
BIRDSmartbird, Inc.CL A NEW76$489<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A796$482<0.1%歷史
WKHSWorkhorse Group Inc.COM NEW260$478<0.1%歷史
BLNKBlink Charging Co.COM516$474<0.1%歷史
LVSLas Vegas Sands CorpCOM12$464<0.1%歷史
REZIResideo Technologies, Inc.Stock26$460<0.1%歷史