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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 128 项
建仓 5
增持 81
减持 35
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SCHG
Schwab US Large Cap Growth ETF
+$3.3M
463,010
-1%
清仓
BSV
Vanguard Short Term Bond Index ETF
-$2.2M
0
-100%
增持
SCHD
Schwab US Dividend Equity ETF
-$1.2M
497,534
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。
+0%
增持
AAPL
Apple Inc
+$570.6K
14,024
+1%
增持
VGIT
Vanguard Intermediate Treasury ETF
+$500.7K
38,626
+29%
增持
IJH
iShares S&P 400 Mid Index
-$481.5K
227,659
+0%
增持
EEMV
iShares MSCI Min Vol Emerging Markets ETF
+$452.1K
249,664
+2%
增持
T
AT&T Corp Com
+$176.0K
69,284
+6%
减持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$174.4K
607
-86%
增持
NVDA
Nvidia Corp
+$169.6K
4,229
+984%
增持
SCHB
Schwab US Total Stock Market ETF
+$157.2K
13,299
+20%
减持
MSFT
Microsoft Corp
+$155.8K
6,656
-1%
减持
SCHM
Schwab Mid Cap Blend ETF
-$142.2K
30,296
-1%
减持
DBEF
MSCI EAFA Hedged Dollar ETF
+$134.5K
467,192
-1%
减持
UBSI
United Bankshrs Inc
-$130.3K
381
-90%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$84.1K
369,982
+1%
增持
—
South Street Corporation
-$80.7K
10,000
+1%
增持
VT
Vanguard Total World Stock ETF
+$77.6K
4,412
+16%
增持
WMT
Wal-Mart Stores Inc
+$74.8K
9,417
+1%
减持
BMY
Bristol-Myers Squibb
-$65.9K
601
-64%
减持
HEFA
IShares Currency Hedged MSCI EAFE ETF
-$64.9K
29,726
-8%
增持
AMGN
Amgen Inc
+$64.3K
2,129
+1%
减持
SCHF
Schwab International Equity ETF
-$62.4K
53,526
-1%
减持
AMZN
Amazon Com Inc
+$59.3K
4,793
-0%
减持
LOW
Lowes Cos Inc
-$58.4K
1,688
-0%
减持
CRM
Salesforce Com
-$57.7K
977
-5%
减持
VUG
Vanguard Large Cap Growth ETF
+$52.1K
2,211
-2%
减持
JBHT
JB Hunt Transport Services Inc
-$51.2K
218
-50%
增持
DUK
Duke Energy Corp
+$43.4K
9,764
+1%
减持
IVE
iShares S&P 500 Value
-$42.4K
7,242
-1%
增持
JNJ
Johnson & Johnson
-$40.9K
3,812
+1%
减持
SCHA
Schwab Small Cap Blend ETF
-$35.8K
14,190
-1%
减持
PG
Proctor & Gamble Co Com
-$35.0K
1,125
-17%
清仓
—
The Bank of Nova Scotia
-$34.3K
0
-100%
增持
QQQ
PowerShares QQQ - Nasdaq-100
+$28.5K
799
+0%
减持
VB
Vanguard Small-Cap Blend ETF
-$26.9K
581
-14%
增持
CMG
Chipotle Mexican Grlll
+$26.9K
568
+18833%
增持
GOOGL
Alphabet Inc Class A
+$26.4K
841
+0%
减持
VZ
Verizon
-$25.3K
1,471
-28%
减持
VO
Vanguard Mid-Cap Blend ETF
-$22.7K
1,893
-2%
减持
MA
Mastercard Inc Cl A
-$21.9K
59
-41%
减持
NFLX
Netflix Inc
+$21.6K
329
-0%
减持
BAC
Bank Of America Com
+$21.3K
18,646
-2%
增持
VYM
Vanguard High Dividend Yield ETF
-$20.6K
13,299
+1%
清仓
BITO
ProShares Bitcoin Strategy ETF
-$20.3K
0
-100%
减持
BRK/B
Berkshire Hathaway Inc B
-$17.2K
486
-5%
清仓
—
Canadian Imperial
-$17.2K
0
-100%
增持
ORCL
Oracle Corporation
+$17.1K
1,069
+0%
增持
IJR
iShares S&P 600 Small Cap Index
+$17.0K
64,255
+4%
减持
LLY
Lilly Eli & Co
+$16.9K
367
-10%
增持
IBIT
iShares Bitcoin Trust ETF
+$15.5K
1,168
+94%
建仓
LNTH
Lantheus Holdings Inc
+$14.5K
180
增持
GLD
Spdr Gold TRUST
+$14.2K
512
+10%
减持
PEP
Pepsico Inc
-$12.6K
524
-7%
增持
DE
Deere & Co
-$11.8K
331
+0%
增持
VWO
Vanguard Emerging Market
+$10.2K
4,758
+0%
增持
ABT
Abbott Labs Com
-$9.8K
1,075
+1%
减持
KO
Coca-Cola Company
+$9.0K
5,310
-1%
减持
SON
Sonoco Products Co
-$8.9K
442
-18%
增持
DTM
DT Midstream Inc
+$8.3K
777
+1%
增持
VLO
Valero Energy Corp New
-$7.5K
590
+1%
增持
KVUE
Kenvue Inc
-$7.3K
2,385
+1%
增持
JEPI
JP Morgan Equity Premium Income ETF
+$7.1K
748
+23%
增持
INTC
Intel Corp
-$7.0K
536
+1%
减持
IVW
iShares S&P 500 Growth
+$7.0K
10,599
-8%
增持
IBM
International Business Machines
-$6.9K
427
+1%
增持
MO
Altria Group Inc Com
+$6.7K
2,330
+2%
减持
JPM
Morgan J P & Co Inc
+$6.0K
3,625
-0%
减持
VTV
Vanguard Value ETF
-$4.9K
327
-7%
增持
DG
Dollar Gen Corp
-$4.5K
193
+1%
增持
EELV
Invesco S&P Emerging Markets Low Vol ETF
+$4.5K
13,095
+3%
增持
HD
Home Depot Inc
-$4.1K
112
+1%
减持
IAT
iShares US Regional Banks
-$4.0K
257
-24%
减持
F
Ford Motor Company
-$4.0K
3,860
-2%
增持
FBIN
Fortune Brands Innovations Inc
-$4.0K
204
+0%
建仓
SOLV
Solventum
+$4.0K
75
建仓
GEV
GE Vernova LLC
+$3.9K
23
增持
SYY
Sysco Corp Com
-$3.9K
421
+1%
增持
CSX
CSX Corporation
-$3.5K
992
+0%
增持
PKST
Peakstone Realty Trust Class E
-$3.4K
657
+2%
建仓
DJT
Trump Media and Technology
+$3.2K
99
清仓
VFH
Vanguard Financials ETF
-$3.2K
0
-100%
增持
CSCO
Cisco Systems Inc
-$3.0K
1,529
+1%
增持
AOR
IShares Core Growth Allocation ETF
+$2.7K
585
+8%
增持
GM
General Motors Corp
+$2.5K
203
+33%
增持
PSX
Phillips
-$2.5K
120
+1%
清仓
—
Spirit Airlines
-$2.4K
0
-100%
增持
IJJ
iShares S&P 400 Mid Value
-$2.1K
495
+0%
增持
GIS
General Mills Inc
-$2.1K
344
+1%
减持
CMCSA
Comcast Corp
-$1.9K
187
-13%
增持
MRK
Merck & Co Inc
-$1.9K
257
+0%
增持
PM
Philip Morris Intl Inc
+$1.7K
158
+2%
增持
WELL
Welltower Inc Com
+$1.6K
143
+1%
增持
—
Exxon Mobil Corporation
-$1.5K
1,890
+0%
增持
—
Air Lease Corp Class A
-$1.4K
386
+1%
增持
IJK
iShares S&P 400 Mid Growth
-$1.4K
466
+0%
增持
BAX
Baxter International Inc.
-$1.4K
152
+1%
增持
PFE
Pfizer Inc
+$1.4K
2,106
+1%
增持
ABBV
Abbvie Inc
-$1.2K
134
+1%
增持
D
Dominion Resources Inc
+$1.0K
2,327
+1%
增持
HSY
Hershey Foods
-$1.0K
110
+1%
增持
MMM
3M Company
-$959
303
+1%
增持
EMR
Emerson Electric Co
-$908
334
+0%
增持
UPS
United Parcel Service B
-$890
89
+1%
增持
GD
General Dynamics Corp
+$826
92
+1%
增持
SCZ
IShares MSCE EAFA Small Cap ETF
-$813
1,049
+1%
减持
VOO
Vanguard 500 Index Fund ETF Class
+$775
220
-3%
增持
AEP
American Electric Power
+$677
272
+1%
增持
GILD
Gilead Sciences Inc
-$503
131
+1%
增持
TFC
Truist Finl Corporation
+$384
945
+1%
增持
EPD
Enterprise Products Partners LP
+$342
1,105
+2%
清仓
—
Globalstar Inc
-$338
0
-100%
增持
SPEM
SPDR S&P Emerging Markets ETF
+$239
125
+1%
增持
DOW
Dow Inc
-$223
54
+2%
增持
ET
Energy Transfer Equity LP
+$216
273
+2%
增持
XEL
Xcel Energy Inc
+$203
1,069
+1%
增持
VTRS
Viatris Inc
-$173
147
+1%
增持
CTVA
Corteva Inc
-$158
45
+2%
增持
WFC
Wells Fargo & Co
+$157
89
+1%
增持
CVX
Chevron Corporation
+$136
463
+1%
增持
CAG
Conagra Foods Inc
-$103
118
+1%
建仓
HUMA
Alpha Healthcare Acquisition Corp
+$86
18
增持
ACCO
ACCO Brands Corp
-$85
102
+1%
增持
DTE
Dte Energy Co Com
-$63
1,126
+1%
增持
FCCO
First Community Corp S C
-$23
681
+1%
增持
EFA
Ishares MSCI EAFE
-$21
173
+2%
增持
GLPI
Gaming and Leisure Properties Inc REIT
+$17
26
+4%
增持
EFV
iShares MSCI EAFE Value
+$8
41
+3%
