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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 129 项
建仓 13
增持 80
减持 29
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
CPSL
Calamos S&P Structured ALT ETF (Blended)
+$1.6M
648,763
+10%
增持
SCHG
Schwab US Large Cap Growth ETF
+$1.5M
1,720,426
+286%
建仓
CPSD
Calamos S&P 500 Structured ALT ETF (December)
+$1.3M
53,182
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。
增持
VEA
Vanguard FTSE Developed Markets ETF
-$1.2M
384,531
+3%
增持
SCHD
Schwab US Dividend Equity ETF
-$1.2M
1,542,139
+201%
增持
EEMV
iShares MSCI Min Vol Emerging Markets ETF
-$815.3K
262,630
+3%
增持
VGIT
Vanguard Intermediate Treasury ETF
+$368.9K
87,066
+12%
增持
TSLA
Tesla Inc
+$357.6K
1,135
+195%
增持
AAPL
Apple Inc
+$311.0K
14,308
+2%
减持
EAGL
Eagle Capital Select Equity ETF
+$297.3K
644,021
-0%
增持
AMZN
Amazon Com Inc
+$202.3K
4,993
+4%
增持
SCHF
Schwab International Equity ETF
-$198.8K
107,312
+102%
增持
NVDA
Nvidia Corp
+$189.0K
5,250
+24%
减持
AMGN
Amgen Inc
-$174.8K
1,993
-8%
减持
JNJ
Johnson & Johnson
-$138.4K
3,182
-14%
建仓
CPSN
Calamos S&P 500 Structured ALT ETF (November)
+$114.0K
4,506
减持
EELV
Invesco S&P Emerging Markets Low Vol ETF
-$112.3K
9,356
-26%
减持
DUK
Duke Energy Corp
-$108.0K
11,458
-2%
建仓
URI
United Rentals Inc
+$100.1K
142
增持
IJR
iShares S&P 600 Small Cap Index
-$99.9K
66,781
+0%
减持
WMT
Wal-Mart Stores Inc
+$90.8K
9,464
-0%
减持
BRK/B
Berkshire Hathaway Inc B
-$80.0K
317
-35%
增持
T
AT&T Corp Com
+$72.5K
72,062
+1%
建仓
MSTR
Microstrategy Inc A New
+$72.4K
250
增持
DBEF
MSCI EAFA Hedged Dollar ETF
+$67.3K
474,828
+2%
减持
BAC
Bank Of America Com
+$62.8K
18,693
-2%
减持
IVE
iShares S&P 500 Value
-$61.7K
7,185
-1%
建仓
CAVA
Cava Group Inc
+$56.4K
500
增持
MSFT
Microsoft Corp
-$55.0K
6,586
+0%
减持
NFLX
Netflix Inc
+$53.7K
322
-2%
减持
LOW
Lowes Cos Inc
-$51.8K
1,676
-3%
减持
VZ
Verizon
-$50.2K
424
-72%
减持
LLY
Lilly Eli & Co
-$50.1K
357
-3%
增持
ORCL
Oracle Corporation
+$38.7K
1,328
+24%
增持
KO
Coca-Cola Company
-$37.6K
5,572
+4%
减持
CPSJ
Calamos S&P 500 Structured ALT ETF (July)
-$28.5K
1,796
-40%
建仓
CPRO
Calamos Russell 2000 Structured ALT ETF (October)
+$27.3K
1,097
减持
CRM
Salesforce Com
+$27.2K
883
-10%
减持
VUG
Vanguard Large Cap Growth ETF
+$26.1K
2,126
-4%
增持
NEE
Nextera Energy Inc
+$23.5K
359
+1230%
增持
SCHM
Schwab Mid Cap Blend ETF
-$23.4K
89,336
+197%
增持
SCHB
Schwab US Total Stock Market ETF
+$23.0K
40,523
+201%
建仓
VOX
Vanguard Telecommunication Services ETF
+$22.8K
147
减持
JPM
Morgan J P & Co Inc
+$22.7K
3,132
-9%
建仓
VGT
Vanguard Information Technology ETF
+$22.4K
36
增持
CEG
Constellation
+$21.7K
191
+139%
减持
IVW
iShares S&P 500 Growth
+$20.7K
7,597
-3%
增持
QQQ
PowerShares QQQ - Nasdaq-100
+$19.8K
803
+0%
增持
XEL
Xcel Energy Inc
+$17.9K
1,309
+21%
增持
VT
Vanguard Total World Stock ETF
+$17.7K
3,984
+6%
减持
PEP
Pepsico Inc
-$17.6K
367
-15%
增持
SCHV
Schwab US Large Cap Value ETF
-$17.3K
31,073
+202%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$16.5K
994
+56%
建仓
SMCI
Super Micro Computer Inc
+$15.2K
500
减持
GOOGL
Alphabet Inc Class A
+$14.0K
741
-3%
增持
VWO
Vanguard Emerging Market
-$13.2K
4,885
+2%
减持
MO
Altria Group Inc Com
-$12.8K
2,077
-13%
清仓
IAT
iShares US Regional Banks
-$12.3K
0
-100%
减持
VO
Vanguard Mid-Cap Blend ETF
-$10.6K
1,865
-2%
增持
—
Exxon Mobil Corporation
-$10.4K
1,968
+4%
增持
CSCO
Cisco Systems Inc
+$9.9K
1,553
+1%
建仓
VKTX
Viking Therapeutics Inc
+$8.0K
200
减持
DE
Deere & Co
-$8.0K
309
-7%
减持
INTC
Intel Corp
-$7.9K
239
-56%
增持
D
Dominion Resources Inc
-$7.7K
2,383
+1%
增持
HEFA
IShares Currency Hedged MSCI EAFE ETF
-$7.4K
29,784
+1%
增持
IJH
iShares S&P 400 Mid Index
+$7.0K
233,752
+0%
增持
VLO
Valero Energy Corp New
-$6.7K
600
+1%
清仓
AOR
IShares Core Growth Allocation ETF
-$6.6K
0
-100%
减持
GM
General Motors Corp
-$6.3K
52
-75%
增持
SCZ
IShares MSCE EAFA Small Cap ETF
-$6.0K
1,070
+2%
增持
VOO
Vanguard 500 Index Fund ETF Class
+$5.7K
233
+3%
增持
EMR
Emerson Electric Co
+$5.3K
355
+0%
增持
LMT
Lockheed Martin
-$5.3K
56
+2%
减持
VB
Vanguard Small-Cap Blend ETF
-$5.2K
558
-5%
增持
PG
Proctor & Gamble Co Com
-$5.2K
1,152
+1%
清仓
SPEM
SPDR S&P Emerging Markets ETF
-$5.2K
0
-100%
增持
ABBV
Abbvie Inc
-$3.9K
218
+1%
增持
KVUE
Kenvue Inc
-$3.8K
2,428
+1%
增持
PFE
Pfizer Inc
-$3.7K
1,880
+2%
增持
EPD
Enterprise Products Partners LP
+$3.1K
1,144
+2%
增持
AEP
American Electric Power
-$2.6K
277
+1%
增持
SON
Sonoco Products Co
-$2.5K
445
+0%
增持
PSX
Phillips
-$2.4K
147
+1%
清仓
TASK
TaskUs Inc
-$2.3K
0
-100%
增持
BMY
Bristol-Myers Squibb
+$2.2K
416
+1%
增持
VYM
Vanguard High Dividend Yield ETF
-$2.2K
12,933
+0%
增持
CSX
CSX Corporation
-$2.1K
1,000
+0%
增持
MMM
3M Company
-$2.1K
307
+1%
增持
FCCO
First Community Corp S C
+$1.9K
690
+1%
增持
SCHA
Schwab Small Cap Blend ETF
-$1.7K
27,165
+99%
增持
PKST
Peakstone Realty Trust Class E
-$1.6K
677
+1%
增持
HD
Home Depot Inc
-$1.6K
113
+1%
减持
EFA
Ishares MSCI EAFE
-$1.4K
172
-1%
清仓
TAK
Takeda Pharma Co
-$1.4K
0
-100%
增持
GIS
General Mills Inc
-$1.4K
150
+1%
清仓
GLPI
Gaming and Leisure Properties Inc REIT
-$1.4K
0
-100%
增持
BAX
Baxter International Inc.
-$1.3K
154
+1%
增持
TFC
Truist Finl Corporation
+$1.3K
1,211
+1%
增持
WFC
Wells Fargo & Co
+$1.3K
90
+1%
增持
F
Ford Motor Company
-$1.2K
2,387
+1%
增持
GILD
Gilead Sciences Inc
+$1.2K
133
+1%
增持
—
Air Lease Corp Class A
+$1.2K
389
+1%
建仓
—
Globalstar Inc
+$1.2K
590
增持
ET
Energy Transfer Equity LP
+$1.1K
283
+2%
增持
IJJ
iShares S&P 400 Mid Value
+$992
500
+0%
增持
UPS
United Parcel Service B
-$777
91
+1%
增持
DOW
Dow Inc
-$751
55
+2%
增持
CMCSA
Comcast Corp
-$748
190
+1%
减持
PATH
UiPath Inc
-$711
2,924
-1%
增持
CAG
Conagra Foods Inc
-$527
121
+2%
增持
CVX
Chevron Corporation
-$484
473
+1%
增持
SYY
Sysco Corp Com
-$455
426
+0%
减持
CMG
Chipotle Mexican Grlll
+$437
550
-3%
增持
ABT
Abbott Labs Com
-$413
1,112
+1%
清仓
—
Upland Software Inc
-$374
0
-100%
增持
IJK
iShares S&P 400 Mid Growth
-$370
468
+0%
建仓
IEMG
IShares Core MSCI Emerging Markets
+$366
7
增持
UBSI
United Bankshrs Inc
+$321
389
+1%
增持
WAB
Wabtec
+$222
5
+25%
增持
WELL
Welltower Inc Com
-$199
144
+1%
增持
IBM
International Business Machines
+$139
433
+1%
增持
VTRS
Viatris Inc
+$125
131
+1%
增持
HELO
JP Morgan Hedged Equity ETF
+$82
79
+1%
增持
CC
Chemours Company
-$78
25
+4%
增持
PM
Philip Morris Intl Inc
+$47
161
+1%
增持
VTV
Vanguard Value ETF
+$25
351
+3%
增持
ACCO
ACCO Brands Corp
-$16
105
+1%
建仓
—
Spirit Airlines Inc
+$1
4
