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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 40
增持 84
减持 23
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SCHG
Schwab US Large Cap Growth ETF
-$6.0M
1,675,726
-3%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$2.1M
403,329
+5%
增持
SCHD
Schwab US Dividend Equity ETF
+$2.1M
1,580,169
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。
+2%
增持
CPSL
Calamos S&P Structured ALT ETF (Blended)
+$1.4M
706,611
+9%
增持
DBEF
MSCI EAFA Hedged Dollar ETF
+$978.7K
476,595
+0%
增持
EEMV
iShares MSCI Min Vol Emerging Markets ETF
+$707.2K
273,176
+4%
增持
IJH
iShares S&P 400 Mid Index
-$647.2K
238,525
+2%
增持
VGIT
Vanguard Intermediate Treasury ETF
+$521.2K
93,789
+8%
增持
T
AT&T Corp Com
+$420.3K
72,884
+1%
增持
IJR
iShares S&P 600 Small Cap Index
-$409.2K
69,670
+4%
增持
AAPL
Apple Inc
-$384.3K
14,401
+1%
增持
MSFT
Microsoft Corp
-$285.9K
6,633
+1%
增持
DUK
Duke Energy Corp
+$208.5K
11,831
+3%
减持
SCHM
Schwab Mid Cap Blend ETF
-$173.5K
87,864
-2%
建仓
CPRY
Calamos Russell 2000 Structured ALT ETF (January)
+$167.1K
6,810
增持
BRK/B
Berkshire Hathaway Inc B
+$146.0K
544
+72%
减持
IVW
iShares S&P 500 Growth
-$145.2K
6,745
-11%
增持
AMZN
Amazon Com Inc
-$140.9K
5,017
+0%
增持
NVDA
Nvidia Corp
-$121.9K
5,380
+2%
减持
VUG
Vanguard Large Cap Growth ETF
-$117.3K
2,036
-4%
增持
VT
Vanguard Total World Stock ETF
+$112.9K
5,009
+26%
减持
AMGN
Amgen Inc
+$99.8K
1,988
-0%
减持
VYM
Vanguard High Dividend Yield ETF
-$93.8K
12,068
-7%
减持
SCHA
Schwab Small Cap Blend ETF
-$93.2K
26,003
-4%
建仓
CPSR
Calamos S&P 500 Structured ALT ETF (March)
+$82.9K
3,516
增持
—
South Street Corporation
-$62.2K
10,111
+1%
建仓
SPTM
SPDR Port S&P 1500 Comps Stk Mkt ETF
+$59.8K
880
减持
—
Eaton Corporation
-$58.6K
700
-7%
增持
CRM
Salesforce Com
-$57.9K
884
+0%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$56.1K
2,141
+115%
建仓
JAAA
Janus Henderson AAA CLO ETF
+$54.4K
1,072
减持
JNJ
Johnson & Johnson
+$54.1K
3,101
-3%
减持
BAC
Bank Of America Com
-$52.0K
18,440
-1%
减持
SCHF
Schwab International Equity ETF
-$47.6K
97,960
-9%
建仓
CBOJ
Calamos Bitcoin Structred ALT ETF (January)
+$47.1K
1,904
建仓
SPYM
SP 500 ETF
+$47.1K
716
建仓
PYLD
PIMCO MULTISECTOR BOND ACTV ETF
+$46.5K
1,766
建仓
VFLO
VictoryShares Free Cash Flow ETF
+$44.6K
1,302
建仓
CPNM
Calamos Nasdaq 100 Structured ALT ETF (March)
+$40.9K
1,690
减持
SCHV
Schwab US Large Cap Value ETF
-$39.2K
29,003
-7%
增持
ORCL
Oracle Corporation
-$35.2K
1,331
+0%
建仓
XONE
BNDBLXX BLMBRG 1 YR TRG US TR ETF
+$31.9K
642
增持
EELV
Invesco S&P Emerging Markets Low Vol ETF
+$31.8K
10,328
+10%
建仓
ROE
Astoria US Equal Weight Quality KingsETF
+$31.1K
1,062
减持
CPST
Calamos S&P 500 Structured ALT ETF (September)
-$30.7K
4,445
-21%
减持
PATH
UiPath Inc
-$28.1K
879
-70%
清仓
CPRO
Calamos Russell 2000 Structured ALT ETF (October)
-$27.3K
0
-100%
增持
JPM
J P Morgan & Co Inc
+$26.5K
3,168
+1%
增持
—
Exxon Mobil Corporation
+$24.4K
1,985
+1%
建仓
UTF
Cohen And Steers Infrast
+$23.5K
918
减持
HEFA
IShares Currency Hedged MSCI EAFE ETF
+$22.8K
29,148
-2%
清仓
VOX
Vanguard Telecommunication Services ETF
-$22.8K
0
-100%
减持
F
Ford Motor Company
-$22.7K
89
-96%
清仓
VGT
Vanguard Information Technology ETF
-$22.4K
0
-100%
增持
ABT
Abbott Labs Com
+$22.4K
1,117
+0%
增持
WMT
Wal-Mart Stores Inc
-$22.4K
9,486
+0%
建仓
XLRE
Select Sector Spdr Tr Real Estate Select Sector Sp
+$21.9K
524
增持
DTE
Dte Energy Co Com
+$21.3K
1,146
+1%
增持
LOW
Lowes Cos Inc
-$21.0K
1,684
+0%
建仓
LDUR
PIMCO Enhanced Low Duration Active ETF
+$20.0K
208
建仓
LONZ
PIMCO SENIOR LOAN ACTIVE ETF
+$20.0K
396
减持
CPSD
Calamos S&P 500 Structured ALT ETF (December)
-$19.8K
52,982
-0%
增持
LLY
Lilly Eli & Co
+$19.8K
358
+0%
减持
VO
Vanguard Mid-Cap Blend ETF
-$19.0K
1,831
-2%
建仓
FTGC
First TRUST Gbl Ttcl
+$18.7K
732
增持
MO
Altria Group Inc Com
+$18.5K
2,119
+2%
建仓
FTSM
First Trust Enhanced Short Maturity ETF
+$18.2K
304
建仓
KNG
FT Cboe Vest S&P 500 Dv Ast Tgt Inc ETF
+$17.8K
352
增持
—
Medtronic Inc
+$17.6K
285
+185%
建仓
REGL
ProShares S&P MidCap 400 Dividend Arst
+$17.6K
218
增持
GOOGL
Alphabet Inc Class A
-$17.3K
795
+7%
建仓
QQQE
Direxion NASDAQ-100 Equal Wtd ETF
+$17.1K
196
建仓
TDIV
First Trust NASDAQ Technology Div ETF
+$17.1K
232
建仓
SMR
NuScale Power Corp Class A
+$17.0K
1,200
减持
IVV
iShares S&P 500 Index
-$16.8K
37
-41%
增持
DE
Deere & Co
+$14.6K
310
+0%
增持
IVE
iShares S&P 500 Value
+$14.2K
7,271
+1%
建仓
CTA
SIMPLIFY MANAGED FUTURS STRGY ETF
+$14.0K
474
减持
CPSN
Calamos S&P 500 Structured ALT ETF (November)
-$13.5K
3,980
-12%
建仓
FDL
First Trust Morningstar Div Leaders ETF
+$13.5K
310
建仓
FVD
First TRUST Value
+$13.4K
300
增持
IBM
International Business Machines
+$13.2K
436
+1%
建仓
XLI
Sector SPDR Industrials
+$13.1K
100
建仓
RDVY
First Trust Rising Dividend Achiev ETF
+$13.0K
222
建仓
DBMF
iMGP DBi Managed Futures Strategy ETF
+$12.9K
512
建仓
TMSL
T ROWE PRICE SMALL MID CAP ETF
+$12.4K
408
增持
CVX
Chevron Corporation
+$11.5K
478
+1%
增持
URI
United Rentals Inc
-$10.8K
143
+1%
减持
GLD
Spdr Gold TRUST
+$10.3K
466
-9%
建仓
URA
Global X Uranium ETF
+$8.7K
378
增持
V
VISA
+$8.2K
236
+0%
增持
SCHB
Schwab US Total Stock Market ETF
+$7.8K
43,089
+6%
增持
ABBV
Abbvie Inc
+$7.3K
220
+1%
增持
VB
Vanguard Small-Cap Blend ETF
-$7.3K
572
+3%
增持
KVUE
Kenvue Inc
+$6.9K
2,449
+1%
增持
D
Dominion Resources Inc
+$6.9K
2,412
+1%
建仓
—
Asml Holdings Nv Ny
+$6.6K
10
增持
PM
Philip Morris Intl Inc
+$6.5K
163
+1%
增持
VLO
Valero Energy Corp New
+$6.4K
605
+1%
增持
VWO
Vanguard Emerging Market
+$6.2K
4,890
+0%
增持
IBIT
iShares Bitcoin Trust ETF
-$5.7K
1,251
+3%
增持
MMM
3M Company
+$5.7K
308
+0%
建仓
—
Astrazeneca Plc
+$5.5K
75
增持
SMCI
Super Micro Computer Inc
+$5.3K
600
+20%
增持
XEL
Xcel Energy Inc
+$5.0K
1,319
+1%
增持
AEP
American Electric Power
+$5.0K
280
+1%
增持
EMR
Emerson Electric Co
-$4.9K
357
+1%
增持
CSCO
Cisco Systems Inc
+$4.5K
1,563
+1%
增持
PG
Proctor & Gamble Co Com
+$4.4K
1,159
+1%
减持
PFE
Pfizer Inc
-$4.3K
1,797
-4%
建仓
XLB
Sector SPDR Materials
+$4.3K
50
增持
WELL
Welltower Inc Com
+$4.0K
145
+1%
增持
IWM
iShares Russell 2000 Small Cap Index
-$3.9K
187
+1%
增持
EPD
Enterprise Products Partners LP
+$3.8K
1,162
+2%
增持
VTV
Vanguard Value ETF
+$3.5K
365
+4%
增持
IJK
iShares S&P 400 Mid Growth
-$3.5K
469
+0%
减持
CPSJ
Calamos S&P 500 Structured ALT ETF (July)
-$3.3K
1,678
-7%
建仓
XLV
Select SPDR Healthcare
+$2.8K
19
增持
GILD
Gilead Sciences Inc
+$2.7K
134
+1%
增持
CSX
CSX Corporation
-$2.7K
1,004
+0%
增持
XLY
Sector SPDR Consumer Discretionary
-$2.6K
237
+8%
增持
TGT
Target Corp
-$2.6K
88
+1%
增持
VZ
Verizon
+$2.6K
431
+2%
增持
MRK
Merck & Co Inc
-$2.5K
260
+0%
增持
IJJ
iShares S&P 400 Mid Value
-$2.4K
502
+0%
增持
HD
Home Depot Inc
-$2.3K
114
+1%
建仓
SRE
Sempra Energy
+$2.1K
30
建仓
PLTR
Palantir Technologies Inc
+$2.1K
25
增持
BMY
Bristol-Myers Squibb
+$2.1K
420
+1%
增持
DTM
DT Midstream Inc
-$1.8K
790
+1%
增持
PSX
Phillips
+$1.6K
148
+1%
增持
VOO
Vanguard 500 Index Fund ETF Class
-$1.4K
242
+4%
建仓
ZS
Zscaler Inc
+$1.4K
7
增持
HON
Honeywell Intl Inc
-$1.3K
104
+1%
增持
UPS
United Parcel Service B
-$1.3K
92
+1%
增持
TFC
Truist Finl Corporation
-$1.3K
1,245
+3%
增持
CAT
Caterpillar Inc
-$1.3K
41
+3%
增持
PKST
Peakstone Realty Trust Class E
+$1.2K
690
+2%
增持
SIGI
Selective Ins Group
-$1.2K
754
+0%
建仓
CME
Cme Group Inc Cl A
+$1.1K
4
增持
PFG
Principal Financial Grp
+$1.0K
134
+1%
增持
UBSI
United Bankshrs Inc
-$990
393
+1%
建仓
VTR
Ventas Inc
+$970
14
建仓
WHR
Whirlpool Corp
+$919
10
增持
FCCO
First Community Corp S C
-$906
694
+1%
增持
BAX
Baxter International Inc.
+$811
155
+1%
增持
SO
Southern Co
+$634
62
+2%
增持
GIS
General Mills Inc
-$507
151
+1%
增持
SON
Sonoco Products Co
-$489
449
+1%
增持
VTRS
Viatris Inc
-$477
133
+2%
