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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SIGSignet Jewelers Ltd | SHS | 9 | $716 | <0.1% | +9 | 新進 | 歷史 |
| ANVSAnnovis Bio, Inc. | COM | 333 | $723 | <0.1% | +333 | 新進 | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 21 | $724 | <0.1% | +21 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 16 | $726 | <0.1% | +15+1,500.0% | 加碼 | 歷史 |
| LUNRIntuitive Machines, Inc. | CLASS A COM | 67 | $728 | <0.1% | +67 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 3 | $729 | <0.1% | 00.0% | 不變 | 歷史 |
| CRKComstock Resources Inc | COM | 27 | $747 | <0.1% | −54−66.7% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 5 | $753 | <0.1% | +5 | 新進 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 17 | $761 | <0.1% | 00.0% | 不變 | 歷史 |
| MEIMethode Electronics Inc | COM | 81 | $766 | <0.1% | +78+2,600.0% | 加碼 | 歷史 |
| AMKRAmkor Technology, Inc. | COM | 37 | $771 | <0.1% | −12−24.5% | 減碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 68 | $776 | <0.1% | +68 | 新進 | 歷史 |
| USAUU.S. Gold Corp. | COM NEW | 64 | $781 | <0.1% | −60−48.4% | 減碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 144 | $782 | <0.1% | +144 | 新進 | 歷史 |
| AXTIAxt Inc | COM | 382 | $798 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 68 | $799 | <0.1% | +68 | 新進 | 歷史 |
| EAFGraftech International Ltd | COM | 826 | $803 | <0.1% | +406+96.7% | 加碼 | 歷史 |
| LCIDLucid Group, Inc. | COM | 384 | $810 | <0.1% | −222−36.6% | 減碼 | 歷史 |
| HASHasbro, Inc. | COM | 11 | $812 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 10 | $819 | <0.1% | +6+150.0% | 加碼 | – |
| YUMCYum China Holdings, Inc. | COM | 18 | $819 | <0.1% | 00.0% | 不變 | 歷史 |
| SRIStoneridge Inc | COM | 119 | $838 | <0.1% | −238−66.7% | 減碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 62 | $839 | <0.1% | +62 | 新進 | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 50 | $839 | <0.1% | −10−16.7% | 減碼 | 歷史 |
| KIMKimco Realty Corp | COM | 40 | $841 | <0.1% | 00.0% | 不變 | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 3 | $850 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLDCareCloud, Inc. | COM | 360 | $850 | <0.1% | +360 | 新進 | 歷史 |
| SYMSymbotic Inc. | Stock | 22 | $855 | <0.1% | +22 | 新進 | 歷史 |
| YELPYelp Inc | CL A | 25 | $857 | <0.1% | +25 | 新進 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 740 | $858 | <0.1% | +740 | 新進 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 18 | $866 | <0.1% | +18 | 新進 | 歷史 |
| VISNVistance Networks, Inc. | COM | 105 | $869 | <0.1% | +105 | 新進 | 歷史 |
| KSCPKnightscope, Inc. | CL A NEW | 177 | $874 | <0.1% | +177 | 新進 | 歷史 |
| AMSCAmerican Superconductor Corp | Stock | 24 | $881 | <0.1% | +24 | 新進 | 歷史 |
| AGXArgan Inc | Stock | 4 | $882 | <0.1% | −4−50.0% | 減碼 | 歷史 |
| BOCBoston Omaha Corp | Stock | 63 | $885 | <0.1% | 00.0% | 不變 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 2 | $895 | <0.1% | 00.0% | 不變 | 歷史 |
| VTLEVital Energy, Inc. | COM | 56 | $901 | <0.1% | −52−48.1% | 減碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 38 | $906 | <0.1% | 00.0% | 不變 | 歷史 |
| MPTMedical Properties Trust Inc | COM | 211 | $908 | <0.1% | 00.0% | 不變 | 歷史 |
| CNOBConnectOne Bancorp, Inc. | COM | 40 | $926 | <0.1% | +40 | 新進 | 歷史 |
| PPBIPacific Premier Bancorp Inc | COM | 44 | $928 | <0.1% | +2+4.8% | 加碼 | 歷史 |
| CRGYCrescent Energy Co | CL A COM | 108 | $929 | <0.1% | +34+45.9% | 加碼 | 歷史 |
| PSNLPersonalis, Inc. | COM | 142 | $932 | <0.1% | +142 | 新進 | 歷史 |
| FITBFifth Third Bancorp | COM | 23 | $936 | <0.1% | 00.0% | 不變 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 10 | $950 | <0.1% | +5+100.0% | 加碼 | 歷史 |
| CTGOContango Silver & Gold Inc. | COM | 49 | $955 | <0.1% | +49 | 新進 | 歷史 |
| LMBLimbach Holdings, Inc. | COM | 7 | $981 | <0.1% | +7 | 新進 | 歷史 |
| PFSProvident Financial Services Inc | COM | 56 | $982 | <0.1% | 00.0% | 不變 | 歷史 |
| HBNCHorizon Bancorp Inc | COM | 64 | $984 | <0.1% | +64 | 新進 | 歷史 |
| CTOSCustom Truck One Source, Inc. | COM CL A | 200 | $988 | <0.1% | 00.0% | 不變 | 歷史 |
| KRNYKearny Financial Corp. | COM | 153 | $988 | <0.1% | +153 | 新進 | 歷史 |
| CVBFCVB Financial Corp | COM | 50 | $990 | <0.1% | 00.0% | 不變 | 歷史 |
| HIWHighwoods Properties, Inc. | COM | 32 | $995 | <0.1% | −2−5.9% | 減碼 | 歷史 |
| BKUBankUnited, Inc. | COM | 28 | $997 | <0.1% | +2+7.7% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 10 | $1,000 | <0.1% | +10 | 新進 | 歷史 |
| SAFESafehold Inc. | COM | 65 | $1,011 | <0.1% | +9+16.1% | 加碼 | 歷史 |
| CCSCentury Communities, Inc. | COM | 18 | $1,014 | <0.1% | +4+28.6% | 加碼 | 歷史 |
| REPXRiley Exploration Permian, Inc. | COM | 39 | $1,023 | <0.1% | −11−22.0% | 減碼 | 歷史 |
| UFCSUnited Fire Group Inc | COM | 36 | $1,033 | <0.1% | +36 | 新進 | 歷史 |
| AIRSAirsculpt Technologies, Inc. | COM | 214 | $1,034 | <0.1% | +214 | 新進 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 74 | $1,035 | <0.1% | +74 | 新進 | 歷史 |
| UCTTUltra Clean Holdings, Inc. | COM | 46 | $1,038 | <0.1% | +46 | 新進 | 歷史 |
| INVHInvitation Homes Inc. | COM | 32 | $1,050 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 6 | $1,053 | <0.1% | 00.0% | 不變 | 歷史 |
| OLPXOlaplex Holdings, Inc. | COM | 773 | $1,082 | <0.1% | +93+13.7% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 15 | $1,097 | <0.1% | 00.0% | 不變 | 歷史 |
| PDSBPDS Biotechnology Corp | COM | 840 | $1,117 | <0.1% | +515+158.5% | 加碼 | 歷史 |
| JNPRJuniper Networks Inc | COM | 28 | $1,118 | <0.1% | 00.0% | 不變 | 歷史 |
| RDUSRadius Recycling, Inc. | CL A | 38 | $1,128 | <0.1% | 00.0% | 不變 | 歷史 |
| LOBLive Oak Bancshares, Inc. | COM | 38 | $1,132 | <0.1% | +38 | 新進 | 歷史 |
| OZKBank OZK | COM | 24 | $1,142 | <0.1% | +2+9.1% | 加碼 | 歷史 |
| INDBIndependent Bank Corp | COM | 18 | $1,152 | <0.1% | +2+12.5% | 加碼 | 歷史 |
| SHBIShore Bancshares Inc | COM | 74 | $1,163 | <0.1% | +74 | 新進 | 歷史 |
| PSIXPower Solutions International, Inc. | Stock | 18 | $1,164 | <0.1% | +18 | 新進 | 歷史 |
| HOLXHologic Inc | COM | 18 | $1,173 | <0.1% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 1,652 | $1,181 | <0.1% | +1,652 | 新進 | 歷史 |
| CARAvis Budget Group, Inc. | COM | 7 | $1,183 | <0.1% | +7 | 新進 | 歷史 |
| MODVModivCare Inc | COM | 380 | $1,186 | <0.1% | +380 | 新進 | 歷史 |
| PIImpinj Inc | COM | 11 | $1,222 | <0.1% | +11 | 新進 | 歷史 |
| CWHCamping World Holdings, Inc. | CL A | 71 | $1,225 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange-Traded F46641Q340 | BETABUILDERS US | 13 | $1,227 | <0.1% | 00.0% | 不變 | – |
| TWLOTwilio Inc | CL A | 10 | $1,244 | <0.1% | +10 | 新進 | 歷史 |
| SNASnap-on Inc | COM | 4 | $1,245 | <0.1% | +2+100.0% | 加碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 82 | $1,246 | <0.1% | +82 | 新進 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 74 | $1,247 | <0.1% | 00.0% | 不變 | 歷史 |
| POWLPowell Industries Inc | Stock | 6 | $1,263 | <0.1% | +6 | 新進 | 歷史 |
| NKTRNektar Therapeutics | COM | 49 | $1,266 | <0.1% | +49 | 新進 | 歷史 |
| DIODDiodes Inc | COM | 24 | $1,269 | <0.1% | +24 | 新進 | 歷史 |
| MRAMEverspin Technologies Inc. | COM | 202 | $1,271 | <0.1% | +202 | 新進 | 歷史 |
| MXLMaxlinear, Inc | COM | 92 | $1,307 | <0.1% | +92 | 新進 | 歷史 |
| CMSCMS Energy Corp | COM | 19 | $1,318 | <0.1% | 00.0% | 不變 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 114 | $1,320 | <0.1% | +114 | 新進 | 歷史 |
| REIRing Energy, Inc. | COM | 1,670 | $1,326 | <0.1% | +10+0.6% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 356 | $1,328 | <0.1% | +356 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 6 | $1,343 | <0.1% | +6 | 新進 | 歷史 |
| ACMRACM Research, Inc. | Stock | 52 | $1,347 | <0.1% | +52 | 新進 | 歷史 |
| CVNACarvana Co. | CL A | 4 | $1,348 | <0.1% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 362 | $1,350 | <0.1% | +362 | 新進 | 歷史 |
| NUTXNutex Health Inc. | COM | 11 | $1,369 | <0.1% | +11 | 新進 | 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。
| 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 Services | COM | 550 | $9.40 萬 | <0.1% | 歷史 |
| SHELShell plc | ADR | 347 | $2.54 萬 | <0.1% | 歷史 |
| XUnited States Steel Corp | COM | 477 | $2.02 萬 | <0.1% | 歷史 |
| FBMSFirst Bancshares Inc | COM | 508 | $1.72 萬 | <0.1% | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 562 | $1.57 萬 | <0.1% | 歷史 |
| BERYBerry Global Group, Inc. | COM | 209 | $1.46 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 652 | $1.44 萬 | <0.1% | – |
| Direxion Shs ETF Tr25461A874 | DLY AAPL BUL1.5X | 485 | $1.36 萬 | <0.1% | – |
| BECNQxo Building Products, Inc. | COM | 101 | $1.25 萬 | <0.1% | 歷史 |
| HEESH&E Equipment Services, Inc. | COM | 109 | $1.03 萬 | <0.1% | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 301 | $9,403 | <0.1% | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 312 | $5,953 | <0.1% | 歷史 |
| UDNInvesco DB US Dollar Index Bearish Fund | BEARISH FD | 287 | $5,034 | <0.1% | 歷史 |
| OABIOmniAb, Inc. | COM | 1,725 | $4,140 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 21 | $3,668 | <0.1% | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 71 | $2,942 | <0.1% | 歷史 |
| APPNAppian Corp | CL A | 97 | $2,795 | <0.1% | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 59 | $2,122 | <0.1% | – |
| FMCFMC Corp | COM NEW | 42 | $1,772 | <0.1% | 歷史 |
| CECelanese Corp | Stock | 27 | $1,533 | <0.1% | 歷史 |
| JELDJELD-WEN Holding, Inc. | COM | 256 | $1,528 | <0.1% | 歷史 |
| IEIvanhoe Electric Inc. | COM | 252 | $1,464 | <0.1% | 歷史 |
| MCBMetropolitan Bank Holding Corp. | COM | 26 | $1,456 | <0.1% | 歷史 |
| HPPHudson Pacific Properties, Inc. | COM | 488 | $1,440 | <0.1% | 歷史 |
| CENXCentury Aluminum Co | COM | 76 | $1,411 | <0.1% | 歷史 |
| EGBNEagle Bancorp Inc | COM | 66 | $1,386 | <0.1% | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 61 | $1,376 | <0.1% | 歷史 |
| MATVMativ Holdings, Inc. | COM | 216 | $1,346 | <0.1% | 歷史 |
| TROXTronox Holdings plc | SHS | 191 | $1,345 | <0.1% | 歷史 |
| FFICFlushing Financial Corp | COM | 105 | $1,334 | <0.1% | 歷史 |
| INBKFirst Internet Bancorp | COM | 49 | $1,312 | <0.1% | 歷史 |
| SLDPSolid Power, Inc. | CLASS A COM | 1,247 | $1,309 | <0.1% | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 64 | $1,305 | <0.1% | 歷史 |
| GPROGoPro, Inc. | CL A | 1,919 | $1,272 | <0.1% | 歷史 |
| DCHDauch Corp | COM | 285 | $1,160 | <0.1% | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 575 | $1,144 | <0.1% | 歷史 |
| AMWLAmerican Well Corp | COM CL A NEW | 145 | $1,143 | <0.1% | 歷史 |
| AVXLAnavex Life Sciences Corp. | COM NEW | 125 | $1,073 | <0.1% | 歷史 |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 2,284 | $1,042 | <0.1% | 歷史 |
| CIOCity Office REIT, Inc. | COM | 200 | $1,038 | <0.1% | 歷史 |
| EPMEvolution Petroleum Corp | COM | 200 | $1,036 | <0.1% | 歷史 |
| AXAxos Financial, Inc. | COM | 16 | $1,032 | <0.1% | 歷史 |
| LAZRQLuminar Technologies, Inc. | COM NEW CL A | 190 | $1,024 | <0.1% | 歷史 |
| SWIMLatham Group, Inc. | COM | 159 | $1,022 | <0.1% | 歷史 |
| TPCTutor Perini Corp | COM | 44 | $1,020 | <0.1% | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 207 | $1,006 | <0.1% | 歷史 |
| SIGASiga Technologies Inc | COM | 182 | $997 | <0.1% | 歷史 |
| GRBKGreen Brick Partners, Inc. | COM | 17 | $991 | <0.1% | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 12 | $991 | <0.1% | 歷史 |
| BGSB&G Foods, Inc. | COM | 144 | $989 | <0.1% | 歷史 |
| BCBPBCB Bancorp Inc | COM | 99 | $976 | <0.1% | 歷史 |
| SDSandridge Energy Inc | COM NEW | 84 | $959 | <0.1% | 歷史 |
| SGRYSurgery Partners, Inc. | Stock | 40 | $950 | <0.1% | 歷史 |
| IMUXImmunic, Inc. | COM | 862 | $940 | <0.1% | 歷史 |
| CZFSCitizens Financial Services Inc | COM | 16 | $929 | <0.1% | 歷史 |
| FIBKFirst Interstate Bancsystem Inc | COM | 32 | $917 | <0.1% | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 152 | $915 | <0.1% | 歷史 |
| BLFSBiolife Solutions Inc | COM NEW | 40 | $914 | <0.1% | 歷史 |
| NXQuanex Building Products CORP | COM | 49 | $911 | <0.1% | 歷史 |
| DINDine Brands Global, Inc. | COM | 39 | $908 | <0.1% | 歷史 |
| EGYVaalco Energy Inc | COM NEW | 238 | $895 | <0.1% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 22 | $891 | <0.1% | 歷史 |
| MBINMerchants Bancorp | COM | 24 | $888 | <0.1% | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 119 | $884 | <0.1% | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 497 | $875 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 16 | $869 | <0.1% | 歷史 |
| RFRegions Financial Corp | COM | 40 | $869 | <0.1% | 歷史 |
| LGIHLGI Homes, Inc. | COM | 13 | $864 | <0.1% | 歷史 |
| KROKronos Worldwide Inc | COM | 113 | $845 | <0.1% | 歷史 |
| PGENPrecigen, Inc. | COM | 565 | $842 | <0.1% | 歷史 |
| QSQuantumScape Corp | COM CL A | 202 | $840 | <0.1% | 歷史 |
| AMWDAmerican Woodmark Corp | COM | 14 | $824 | <0.1% | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 8 | $819 | <0.1% | 歷史 |
| UDRUDR, Inc. | COM | 18 | $813 | <0.1% | 歷史 |
| WisdomTree Tr97717Y592 | BATTERY VL CHAIN | 31 | $801 | <0.1% | – |
| RCKYRocky Brands, Inc. | COM | 45 | $782 | <0.1% | 歷史 |
| BRYBerry Corp (bry) | COM | 241 | $774 | <0.1% | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | Stock | 254 | $770 | <0.1% | 歷史 |
| LWLGLightwave Logic, Inc. | COM | 746 | $765 | <0.1% | 歷史 |
| LSEALandsea Homes Corp | COM | 119 | $764 | <0.1% | 歷史 |
| HOFTHooker Furnishings Corp | COM | 76 | $763 | <0.1% | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 14 | $757 | <0.1% | 歷史 |
| ALGTAllegiant Travel CO | COM | 13 | $671 | <0.1% | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 187 | $623 | <0.1% | 歷史 |
| CRMDCorMedix Inc. | COM | 96 | $591 | <0.1% | 歷史 |
| ULCCFrontier Group Holdings, Inc. | COM | 133 | $577 | <0.1% | 歷史 |
| BWABorgwarner Inc | COM | 19 | $544 | <0.1% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 435 | $531 | <0.1% | 歷史 |
| ONLOrion Properties Inc. | REIT | 242 | $518 | <0.1% | 歷史 |
| MPMP Materials Corp. | COM CL A | 21 | $513 | <0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 4 | $507 | <0.1% | 歷史 |
| BETRBetter Home & Finance Holding Co | COM NEW CL A | 46 | $502 | <0.1% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 6 | $501 | <0.1% | 歷史 |
| SVCService Properties Trust | COM SH BEN INT | 189 | $493 | <0.1% | 歷史 |
| BIRDSmartbird, Inc. | CL A NEW | 76 | $489 | <0.1% | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 796 | $482 | <0.1% | 歷史 |
| WKHSWorkhorse Group Inc. | COM NEW | 260 | $478 | <0.1% | 歷史 |
| BLNKBlink Charging Co. | COM | 516 | $474 | <0.1% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 12 | $464 | <0.1% | 歷史 |
| REZIResideo Technologies, Inc. | Stock | 26 | $460 | <0.1% | 歷史 |