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BURKETT FINANCIAL SERVICES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BURKETT FINANCIAL SERVICES, LLC
报告期 2026-03-31 · CIK 0001762716
持仓数
251
前50大市值合计
$284.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 131 项
建仓 7
增持 88
减持 32
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SCHD
Schwab US Dividend Equity ETF
+$3.1M
495,121
+2%
减持
SCHG
Schwab US Large Cap Growth ETF
+$3.1M
467,512
-4%
增持
MSFT
Microsoft Corp
+$1.6M
6,700
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+107%
减持
DBEF
MSCI EAFA Hedged Dollar ETF
+$1.5M
469,727
-2%
增持
IJH
iShares S&P 400 Mid Index
+$1.3M
227,265
+404%
增持
BSV
Vanguard Short Term Bond Index ETF
+$1.0M
28,313
+89%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$931.2K
366,127
+1%
增持
VGIT
Vanguard Intermediate Treasury ETF
+$788.2K
29,864
+84%
增持
EEMV
iShares MSCI Min Vol Emerging Markets ETF
+$648.5K
244,409
+3%
减持
TFC
Truist Finl Corporation
-$519.2K
932
-94%
减持
AAPL
Apple Inc
-$337.3K
13,898
-2%
减持
BRK/B
Berkshire Hathaway Inc B
-$297.3K
511
-64%
增持
IJR
iShares S&P 600 Small Cap Index
+$223.9K
61,857
+1%
增持
AMZN
Amazon Com Inc
+$197.5K
4,806
+9%
减持
IVE
iShares S&P 500 Value
-$184.8K
7,283
-18%
减持
NVDA
Nvidia Corp
+$129.7K
390
-13%
减持
JPM
Morgan J P & Co Inc
+$109.1K
3,631
-0%
减持
SCHM
Schwab Mid Cap Blend ETF
+$102.7K
30,702
-4%
增持
LLY
Lilly Eli & Co
+$88.3K
406
+4%
增持
BAC
Bank Of America Com
+$85.1K
18,995
+1%
增持
WMT
Wal-Mart Stores Inc
+$84.0K
9,354
+208%
增持
SCHB
Schwab US Total Stock Market ETF
+$75.9K
11,121
+3%
增持
VT
Vanguard Total World Stock ETF
+$67.6K
3,795
+11%
增持
SCHV
Schwab US Large Cap Value ETF
+$61.5K
10,179
+0%
减持
VYM
Vanguard High Dividend Yield ETF
+$57.5K
13,207
-4%
增持
LOW
Lowes Cos Inc
+$56.2K
1,690
+1%
减持
HEFA
IShares Currency Hedged MSCI EAFE ETF
+$46.6K
32,162
-6%
减持
QQQ
PowerShares QQQ - Nasdaq-100
-$44.8K
798
-18%
减持
WBD
Warner Brothers Discovery
-$44.1K
13,651
-5%
增持
TSLA
Tesla Inc
-$40.1K
705
+7%
减持
PFE
Pfizer Inc
-$40.0K
2,075
-39%
增持
GOOGL
Alphabet Inc Class A
+$37.4K
840
+31%
建仓
JEPI
JP Morgan Equity Premium Income ETF
+$35.3K
610
增持
VO
Vanguard Mid-Cap Blend ETF
+$34.9K
1,925
+0%
增持
PG
Proctor & Gamble Co Com
+$34.2K
1,359
+7%
减持
VUG
Vanguard Large Cap Growth ETF
+$32.1K
2,251
-6%
增持
—
Exxon Mobil Corporation
+$31.1K
1,885
+0%
减持
F
Ford Motor Company
-$29.2K
3,944
-41%
减持
CRM
Salesforce Com
+$25.9K
1,026
-5%
增持
VLO
Valero Energy Corp New
+$24.4K
586
+1%
建仓
IBIT
iShares Bitcoin Trust ETF
+$24.4K
602
增持
ORCL
Oracle Corporation
+$21.9K
1,065
+0%
减持
T
AT&T Corp Com
+$20.7K
65,229
-3%
减持
META
Meta Platforms Inc Class A
+$16.8K
328
-19%
减持
EELV
Invesco S&P Emerging Markets Low Vol ETF
-$16.2K
12,733
-4%
建仓
CEG
Constellation
+$14.8K
80
建仓
CAT
Caterpillar Inc
+$14.7K
40
增持
GIS
General Mills Inc
+$14.4K
341
+135%
建仓
MLM
Martin Marietta Matrls
+$14.1K
23
减持
JNJ
Johnson & Johnson
-$13.6K
3,781
-3%
增持
VB
Vanguard Small-Cap Blend ETF
+$13.5K
672
+2%
建仓
WELL
Welltower Inc Com
+$13.3K
142
增持
VOO
Vanguard 500 Index Fund ETF Class
+$12.8K
227
+3%
清仓
—
Welltower Inc REIT
-$12.7K
0
-100%
增持
IBM
International Business Machines
+$12.2K
423
+1%
增持
DUK
Duke Energy Corp
+$12.2K
9,670
+2%
减持
SCHF
Schwab International Equity ETF
+$11.8K
54,303
-5%
增持
—
South Street Corporation
+$10.9K
9,936
+1%
减持
IVW
iShares S&P 500 Growth
-$10.7K
11,533
-12%
增持
VZ
Verizon
+$9.9K
2,050
+2%
增持
MO
Altria Group Inc Com
+$9.6K
2,279
+2%
减持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$9.0K
4,282
-4%
增持
XEL
Xcel Energy Inc
-$8.1K
1,059
+1%
清仓
COMT
iShares GSCI Commodity ETF
-$7.6K
0
-100%
增持
IYW
iShares Dow Jones Technology Sector
+$7.5K
603
+0%
减持
MDY
Mid Cap S P D R TRUST
-$6.8K
26
-38%
减持
—
Spirit Airlines
-$6.7K
500
-10%
增持
VTV
Vanguard Value ETF
+$6.6K
352
+4%
增持
D
Dominion Resources Inc
+$6.5K
2,297
+1%
清仓
C
Citigroup Inc Com
-$6.5K
0
-100%
增持
MRK
Merck & Co Inc
+$6.0K
256
+1%
增持
BMY
Bristol-Myers Squibb
+$5.9K
1,676
+1%
增持
UBSI
United Bankshrs Inc
-$5.9K
3,987
+1%
减持
SCHA
Schwab Small Cap Blend ETF
+$5.8K
14,401
-3%
增持
MA
Mastercard Inc Cl A
+$5.5K
100
+1%
增持
EMR
Emerson Electric Co
+$5.5K
333
+1%
增持
DTM
DT Midstream Inc
+$5.4K
768
+1%
增持
CVX
Chevron Corporation
+$4.7K
459
+1%
增持
ABT
Abbott Labs Com
+$4.4K
1,069
+0%
增持
HD
Home Depot Inc
+$4.3K
111
+1%
增持
DE
Deere & Co
+$4.1K
330
+0%
增持
DG
Dollar Gen Corp
+$4.0K
192
+1%
减持
EFA
Ishares MSCI EAFE
-$3.9K
170
-27%
增持
ABBV
Abbvie Inc
+$3.8K
133
+1%
增持
—
Air Lease Corp Class A
+$3.7K
384
+1%
增持
PSX
Phillips
+$3.7K
119
+1%
增持
PEP
Pepsico Inc
+$3.6K
565
+1%
增持
EPD
Enterprise Products Partners LP
+$3.6K
1,086
+2%
增持
SYY
Sysco Corp Com
+$3.6K
418
+1%
增持
VWO
Vanguard Emerging Market
+$3.4K
4,739
+0%
增持
DTE
Dte Energy Co Com
+$3.2K
1,115
+1%
减持
BITO
ProShares Bitcoin Strategy ETF
+$3.2K
630
-25%
增持
INTC
Intel Corp
-$3.2K
533
+0%
增持
AMGN
Amgen Inc
-$2.9K
2,114
+1%
增持
NUE
Nucor Corp Com
+$2.6K
109
+1%
增持
FCCO
First Community Corp S C
-$2.6K
676
+1%
增持
TGT
Target Corp
+$2.6K
74
+1%
增持
CSX
CSX Corporation
+$2.5K
989
+0%
增持
PKST
Peakstone Realty Trust Class E
-$2.3K
645
+1%
增持
IJJ
iShares S&P 400 Mid Value
+$2.3K
493
+0%
减持
IVV
iShares S&P 500 Index
+$2.0K
63
-3%
增持
IWM
iShares Russell 2000 Small Cap Index
+$1.9K
185
+1%
减持
TASK
TaskUs Inc
-$1.8K
125
-50%
增持
AOR
IShares Core Growth Allocation ETF
+$1.7K
543
+1%
增持
AEP
American Electric Power
+$1.5K
269
+1%
增持
GM
General Motors Corp
+$1.5K
153
+1%
增持
SON
Sonoco Products Co
+$1.3K
540
+1%
清仓
—
SolarWinds Corp
-$1.2K
0
-100%
增持
XLY
Sector SPDR Consumer Discretionary
+$1.2K
219
+0%
增持
HSY
Hershey Foods
+$1.0K
109
+1%
增持
GILD
Gilead Sciences Inc
-$897
130
+2%
增持
BAX
Baxter International Inc.
+$657
151
+1%
增持
IAT
iShares US Regional Banks
+$621
339
+1%
增持
UPS
United Parcel Service B
-$610
88
+1%
增持
ET
Energy Transfer Equity LP
+$593
267
+2%
增持
MMM
3M Company
-$482
301
+1%
增持
KVUE
Kenvue Inc
+$361
2,361
+1%
增持
CSCO
Cisco Systems Inc
-$358
1,516
+1%
增持
HON
Honeywell Intl Inc
-$341
103
+1%
建仓
—
Globalstar Inc
+$338
230
减持
—
Upland Software Inc
-$268
50
-50%
增持
DOW
Dow Inc
+$199
53
+2%
增持
PM
Philip Morris Intl Inc
-$184
155
+1%
增持
VTRS
Viatris Inc
+$177
145
+1%
增持
CAG
Conagra Foods Inc
+$156
117
+2%
增持
SO
Southern Co
+$142
61
+2%
增持
CC
Chemours Company
-$118
24
+4%
增持
CMCSA
Comcast Corp
-$56
214
+0%
增持
ACCO
ACCO Brands Corp
-$39
101
+1%
增持
JBHT
JB Hunt Transport Services Inc
-$37
432
+0%
增持
VOD
Vodafone Group Plc
+$36
54
+6%
