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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 18
增持 73
减持 40
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
SCHG
Schwab US Large Cap Growth ETF
+$3.2M
1,661,825
-3%
减持
VGIT
Vanguard Intermediate Treasury ETF
-$2.4M
69,010
-37%
增持
SCHD
Schwab US Dividend Equity ETF
+$2.1M
1,668,685
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
DBEF
MSCI EAFA Hedged Dollar ETF
+$1.5M
501,569
+1%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$1.2M
397,148
+0%
增持
IJR
iShares S&P 600 Small Cap Index
+$1.1M
81,555
+4%
增持
IJH
iShares S&P 400 Mid Index
+$1.0M
256,223
+1%
增持
AAPL
Apple Inc
+$726.4K
14,471
+0%
增持
CPSL
Calamos S&P Structured ALT ETF (Blended)
+$710.7K
719,130
+2%
增持
EEMV
iShares MSCI Min Vol Emerging Markets ETF
+$518.9K
278,782
+1%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$364.7K
9,703
+332%
增持
IVE
iShares S&P 500 Value
+$220.5K
8,198
+9%
增持
LOW
Lowes Cos Inc
+$172.3K
2,180
+29%
增持
WBD
Warner Brothers Discovery
+$150.3K
15,708
+15%
减持
TSLA
Tesla Inc
+$136.3K
1,135
-2%
减持
NVDA
Nvidia Corp
+$129.4K
5,309
-3%
减持
VYM
Vanguard High Dividend Yield ETF
-$122.4K
10,574
-13%
减持
SCHM
Schwab Mid Cap Blend ETF
+$115.4K
88,353
-1%
建仓
—
Blackstone Real Estate Income Trust Inc Cl D
+$110.5K
8,190
减持
MSFT
Microsoft Corp
+$108.8K
6,558
-1%
增持
CPST
Calamos S&P 500 Structured ALT ETF (September)
+$102.4K
7,237
+108%
建仓
CPNS
Calamos Nasdaq 100 Structured ALT ETF (September)
+$101.1K
3,750
减持
LLY
Lilly Eli & Co
-$89.5K
247
-31%
增持
ORCL
Oracle Corporation
+$84.4K
1,339
+0%
增持
SCHB
Schwab US Total Stock Market ETF
+$84.2K
42,339
+0%
增持
VT
Vanguard Total World Stock ETF
+$80.2K
5,734
+4%
减持
BAC
Bank Of America Com
+$78.8K
18,514
-0%
增持
DUK
Duke Energy Corp
+$76.3K
11,989
+1%
增持
—
South Street Corporation
+$75.8K
10,234
+1%
减持
JNJ
Johnson & Johnson
+$63.8K
2,876
-6%
减持
IVW
iShares S&P 500 Growth
+$56.0K
16,634
-6%
建仓
FV
First Dorsey Wrightfocus 5
+$51.1K
825
增持
HEFA
IShares Currency Hedged MSCI EAFE ETF
+$49.7K
28,017
+0%
减持
WMT
Wal-Mart Stores Inc
+$47.5K
9,473
-0%
增持
QQQ
PowerShares QQQ - Nasdaq-100
+$46.9K
817
+2%
增持
MO
Altria Group Inc Com
+$42.3K
2,553
+18%
建仓
PTLC
Pacer Trendpilot US Large Cap ETF
+$41.2K
753
建仓
SSRM
SSR Mining Inc
+$39.1K
1,600
减持
GOOGL
Alphabet Inc Class A
+$38.4K
725
-7%
建仓
SPHQ
Invesco S&P 500 Quality ETF
+$36.6K
500
增持
T
AT&T Corp Com
-$34.5K
83,196
+1%
增持
CRM
Salesforce Com
-$31.3K
887
+0%
减持
SCHA
Schwab Small Cap Blend ETF
+$30.2K
23,804
-5%
建仓
CGAU
Centerra Gold Inc
+$30.0K
2,800
减持
—
Cantor Equity Partners Inc
-$29.6K
1,787
-29%
建仓
FTLS
First Trust Long/Short Equity ETF
+$28.0K
400
建仓
FNV
Franco Nevada Corp
+$27.9K
125
增持
VO
Vanguard Mid-Cap Blend ETF
+$27.5K
1,838
+0%
建仓
—
Eldorado Gold Corp New
+$27.2K
940
增持
BRK/B
Berkshire Hathaway Inc B
+$26.8K
579
+6%
减持
SCHF
Schwab International Equity ETF
-$26.2K
81,449
-6%
减持
KVUE
Kenvue Inc
-$23.9K
1,713
-31%
减持
NEE
Nextera Energy Inc
-$23.2K
28
-92%
增持
GD
General Dynamics Corp
+$22.7K
75
+650%
增持
VLO
Valero Energy Corp New
+$22.6K
614
+1%
增持
KO
Coca-Cola Company
-$22.2K
5,652
+1%
减持
VWO
Vanguard Emerging Market
+$22.0K
4,828
-0%
增持
AMGN
Amgen Inc
+$22.0K
2,021
+3%
增持
CAT
Caterpillar Inc
+$19.9K
75
+83%
增持
CVX
Chevron Corporation
+$19.6K
504
+23%
减持
HON
Honeywell Intl Inc
-$19.1K
20
-80%
减持
VUG
Vanguard Large Cap Growth ETF
+$18.3K
1,688
-6%
减持
PG
Proctor & Gamble Co Com
-$18.2K
1,092
-6%
减持
BMY
Bristol-Myers Squibb
-$18.0K
39
-91%
减持
EELV
Invesco S&P Emerging Markets Low Vol ETF
-$17.1K
8,535
-9%
增持
—
Air Lease Corp Class A
+$16.8K
625
+59%
增持
—
Medtronic Inc
+$16.6K
435
+53%
增持
DE
Deere & Co
-$15.5K
312
+0%
建仓
XLI
Sector SPDR Industrials
+$15.0K
97
建仓
—
Nestle SA
+$14.7K
160
增持
BA
Boeing Company
+$14.7K
331
+22%
减持
SCHV
Schwab US Large Cap Value ETF
+$14.4K
28,209
-3%
增持
IYW
iShares Dow Jones Technology Sector
+$13.7K
605
+0%
增持
V
VISA
+$13.3K
285
+21%
增持
D
Dominion Resources Inc
+$13.0K
2,468
+1%
减持
XEL
Xcel Energy Inc
-$12.2K
972
-27%
增持
—
Exxon Mobil Corporation
+$11.9K
2,021
+1%
增持
SMR
NuScale Power Corp Class A
+$11.9K
1,100
+57%
建仓
—
Fuji Photo Film Ltd
+$11.7K
948
增持
DTE
Dte Energy Co Com
+$11.7K
1,165
+1%
减持
JPM
J P Morgan & Co Inc
-$10.6K
2,848
-9%
增持
ABBV
Abbvie Inc
+$10.6K
223
+0%
减持
CPRY
Calamos Russell 2000 Structured ALT ETF (January)
+$10.5K
11,907
-1%
清仓
—
Merrill Lynch
-$10.1K
0
-100%
减持
GLD
Spdr Gold TRUST
+$9.8K
374
-7%
清仓
PKST
Peakstone Realty Trust Class E
-$9.3K
0
-100%
清仓
CPSR
Calamos S&P 500 Structured ALT ETF (March)
-$8.3K
0
-100%
减持
CEF
Sprott Physical Gold and Silver Trust
+$8.1K
2,491
-10%
增持
VB
Vanguard Small-Cap Blend ETF
+$7.6K
425
+0%
减持
—
Eaton Corporation
+$7.4K
654
-2%
清仓
WFC
Wells Fargo & Co
-$7.3K
0
-100%
减持
CPNM
Calamos Nasdaq 100 Structured ALT ETF (March)
-$7.2K
44
-87%
建仓
EEM
IShares MSCI Emerging Markets
+$6.4K
120
减持
ENB
Enbridge Inc
+$6.4K
1,381
-1%
减持
XLY
Sector SPDR Consumer Discretionary
-$5.8K
177
-20%
清仓
SOLV
Solventum
-$5.7K
0
-100%
清仓
PLTR
Palantir Technologies Inc
-$5.5K
0
-100%
清仓
ET
Energy Transfer Equity LP
-$5.3K
0
-100%
增持
IWM
iShares Russell 2000 Small Cap Index
+$5.0K
188
+1%
增持
IBM
International Business Machines
-$4.7K
442
+1%
建仓
BLGVF
Belgravia Hartford Capital Inc
+$4.7K
89,766
清仓
BAX
Baxter International Inc.
-$4.7K
0
-100%
减持
RIVN
Rivian Automotive Inc
-$4.4K
50
-87%
建仓
AGNT
eXp World Holdings Inc
+$4.1K
383
增持
TFC
Truist Finl Corporation
+$4.0K
1,255
+1%
增持
SIGI
Selective Ins Group
-$3.9K
758
+1%
清仓
—
Lyondellbasell Inds
-$3.9K
0
-100%
增持
PEP
Pepsico Inc
+$3.7K
381
+1%
增持
WELL
Welltower Inc Com
+$3.7K
146
+1%
增持
IJJ
iShares S&P 400 Mid Value
+$3.4K
507
+1%
清仓
CTVA
Corteva Inc
-$3.4K
0
-100%
增持
DTM
DT Midstream Inc
+$3.2K
803
+1%
清仓
—
Du Pont E I De
-$3.2K
0
-100%
增持
SYY
Sysco Corp Com
+$3.1K
435
+1%
增持
PM
Philip Morris Intl Inc
-$3.1K
166
+1%
增持
CSX
CSX Corporation
+$3.0K
1,012
+0%
减持
SMCI
Super Micro Computer Inc
-$3.0K
500
-9%
增持
FCCO
First Community Corp S C
+$2.8K
703
+1%
建仓
IOO
iShares Global 100 ETF
+$2.8K
23
增持
AEP
American Electric Power
+$2.7K
285
+1%
增持
PSX
Phillips
+$2.7K
151
+1%
清仓
XLV
Select SPDR Healthcare
-$2.6K
0
-100%
增持
HSY
Hershey Foods
+$2.5K
114
+1%
清仓
CAG
Conagra Foods Inc
-$2.5K
0
-100%
增持
IJK
iShares S&P 400 Mid Growth
+$2.4K
471
+0%
清仓
GEHC
GE Healthcare Technologies
-$2.3K
0
-100%
清仓
SRE
Sempra Energy
-$2.3K
0
-100%
增持
LMT
Lockheed Martin
+$2.2K
57
+2%
增持
JBHT
JB Hunt Transport Services Inc
-$1.9K
217
+0%
清仓
LW
Lamb Weston Holdings
-$1.9K
0
-100%
增持
ABT
Abbott Labs Com
-$1.6K
1,127
+0%
清仓
INTC
Intel Corp
-$1.5K
0
-100%
清仓
DOW
Dow Inc
-$1.5K
0
-100%
增持
UPS
United Parcel Service B
-$1.5K
96
+2%
减持
SON
Sonoco Products Co
-$1.4K
427
-6%
清仓
VTRS
Viatris Inc
-$1.2K
0
-100%
增持
MMM
3M Company
+$1.1K
311
+0%
增持
DIS
Disney Walt Company
-$1.0K
112
+1%
增持
EPD
Enterprise Products Partners LP
+$938
1,202
+2%
减持
WAB
Wabtec
-$874
1
-80%
增持
CSCO
Cisco Systems Inc
-$868
1,584
+1%
增持
MDY
Mid Cap S P D R TRUST
+$800
26
+4%
增持
CMCSA
Comcast Corp
-$771
195
+1%
建仓
PEW
GrabAGun Digital Holdings Inc
+$699
150
减持
AMZN
Amazon Com Inc
+$683
5,014
-0%
增持
VZ
Verizon
+$601
444
+2%
增持
EMR
Emerson Electric Co
-$586
360
+0%
增持
PFG
Principal Financial Group
+$577
137
+1%
减持
—
Astrazeneca Plc
+$473
74
-1%
增持
UBSI
United Bankshrs Inc
+$459
401
+1%
