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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 24
增持 54
减持 61
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SCHD
Schwab US Dividend Equity ETF
+$1.8M
1,725,899
+3%
增持
VGIT
Vanguard Intermediate Treasury ETF
+$1.1M
87,978
+27%
增持
EAGL
Eagle Capital Select Equity ETF
+$887.4K
647,552
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。
+1%
减持
SCHG
Schwab US Large Cap Growth ETF
-$849.0K
1,599,626
-4%
减持
DBEF
MSCI EAFA Hedged Dollar ETF
+$767.5K
499,903
-0%
增持
EEMV
iShares MSCI Min Vol Emerging Markets ETF
+$631.0K
287,720
+3%
减持
T
AT&T Corp Com
-$554.4K
72,262
-13%
增持
IJH
iShares S&P 400 Mid Index
+$506.3K
261,021
+2%
减持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$468.1K
118
-99%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$332.7K
386,261
-3%
增持
CPSL
Calamos S&P Structured ALT ETF (Blended)
+$290.5K
720,452
+0%
增持
IJR
iShares S&P 600 Small Cap Index
+$229.1K
82,545
+1%
增持
MSFT
Microsoft Corp
-$202.0K
6,605
+1%
减持
IVW
iShares S&P 500 Growth
-$170.6K
14,906
-10%
减持
VUG
Vanguard Large Cap Growth ETF
-$160.5K
1,330
-21%
减持
AAPL
Apple Inc
+$151.4K
14,110
-2%
减持
—
South Street Corporation
-$120.2K
9,474
-7%
增持
ORCL
Oracle Corporation
-$115.1K
1,341
+0%
清仓
—
Blackstone Real Estate Income Trust Inc Cl D
-$110.5K
0
-100%
减持
WBD
Warner Brothers Discovery
+$107.0K
14,357
-9%
建仓
CPRO
Calamos Russell 2000 Structured ALT ETF (October)
+$96.4K
3,575
减持
CPRY
Calamos Russell 2000 Structured ALT ETF (January)
-$96.3K
7,922
-33%
减持
SCHV
Schwab US Large Cap Value ETF
-$93.0K
24,591
-13%
减持
LOW
Lowes Cos Inc
-$91.7K
1,891
-13%
增持
AMGN
Amgen Inc
+$91.5K
2,022
+0%
增持
NFLX
Netflix Inc
-$85.5K
3,090
+887%
减持
SCHF
Schwab International Equity ETF
-$81.9K
75,468
-7%
减持
VOO
Vanguard 500 Index Fund ETF Class
-$77.5K
35
-79%
增持
SCHB
Schwab US Total Stock Market ETF
+$74.8K
44,352
+5%
增持
DUK
Duke Energy Corp
-$71.4K
12,049
+1%
减持
WMT
Wal-Mart Stores Inc
+$68.6K
9,379
-1%
减持
VTV
Vanguard Value ETF
-$67.6K
8
-98%
增持
JNJ
Johnson & Johnson
+$65.6K
2,893
+1%
减持
BAC
Bank Of America Com
+$61.9K
18,491
-0%
减持
LLY
Lilly Eli & Co
+$61.2K
232
-6%
建仓
IBDS
iShares Corporate iBonds Decemeber 2027
+$60.7K
2,500
建仓
MNKD
MannKind Corp
+$59.3K
10,460
建仓
IBDR
iShares Corporate iBonds Decemeber 2026
+$56.8K
2,344
建仓
IBDT
iShares Corporate iBonds Decemeber 2028
+$50.9K
2,000
增持
VT
Vanguard Total World Stock ETF
+$50.4K
5,959
+4%
清仓
CBOJ
Calamos Bitcoin Structred ALT ETF (January)
-$49.8K
0
-100%
建仓
IBDU
iShares Corporate iBonds Decemeber 2029
+$49.1K
2,100
减持
GOOGL
Alphabet Inc Class A
+$47.1K
713
-2%
增持
D
Dominion Resources Inc
+$46.8K
3,375
+37%
减持
MO
Altria Group Inc Com
-$43.7K
2,166
-15%
清仓
—
Cantor Equity Partners Inc
-$40.0K
0
-100%
减持
IVE
iShares S&P 500 Value
+$37.8K
8,161
-0%
减持
—
Eaton Corporation
-$37.4K
650
-1%
减持
SCHA
Schwab Small Cap Blend ETF
-$34.9K
22,093
-7%
增持
—
Kinross Gold Corp
+$29.9K
2,085
+80%
增持
CEG
Constellation
+$29.4K
261
+37%
增持
KO
Coca-Cola Company
+$26.2K
5,735
+1%
减持
VB
Vanguard Small-Cap Blend ETF
-$25.1K
321
-24%
减持
SMR
NuScale Power Corp Class A
-$24.6K
1,058
-4%
增持
CAT
Caterpillar Inc
+$24.4K
105
+40%
减持
HEFA
IShares Currency Hedged MSCI EAFE ETF
+$24.1K
27,414
-2%
建仓
AG
First Majestic Silver Corp
+$22.2K
1,333
建仓
WPM
Wheaton Precious Metals Corp
+$21.6K
184
建仓
PAAS
Pan American Silver Corp
+$21.6K
416
增持
CGAU
Centerra Gold Inc
+$21.2K
3,569
+27%
增持
XLY
Sector SPDR Consumer Discretionary
-$20.9K
181
+2%
建仓
EXK
Endeavour Silver Corp
+$20.9K
2,222
建仓
—
Silvercorp Metals Inc
+$20.4K
2,448
减持
VWO
Vanguard Emerging Market
-$20.0K
4,492
-7%
清仓
VZ
Verizon
-$19.5K
0
-100%
减持
XEL
Xcel Energy Inc
-$17.9K
818
-16%
增持
—
Eldorado Gold Corp New
+$17.8K
1,252
+33%
减持
TSLA
Tesla Inc
-$17.7K
1,083
-5%
增持
—
Exxon Mobil Corporation
+$17.4K
2,038
+1%
减持
NVDA
Nvidia Corp
-$17.1K
5,219
-2%
减持
CPSU
Calamos S&P 500 Structured ALT ETF (June)
-$16.4K
4,266
-14%
建仓
XXI
Twenty One Capital Inc
+$15.7K
1,787
减持
DTE
Dte Energy Co Com
-$14.5K
1,164
-0%
减持
CRM
Salesforce Com
+$14.4K
847
-5%
减持
EFA
Ishares MSCI EAFE
-$14.4K
20
-89%
增持
CSCO
Cisco Systems Inc
+$14.3K
1,592
+1%
减持
SCHM
Schwab Mid Cap Blend ETF
+$13.5K
87,537
-1%
增持
QQQ
PowerShares QQQ - Nasdaq-100
+$12.6K
818
+0%
建仓
VXUS
Vanguard Total International Stock ETF
+$11.5K
153
减持
EELV
Invesco S&P Emerging Markets Low Vol ETF
-$11.3K
7,870
-8%
减持
FCCO
First Community Corp S C
-$11.0K
296
-58%
减持
JPM
J P Morgan & Co Inc
-$10.9K
2,753
-3%
建仓
CBOO
Calamos Bitcoin Structred ALT ETF (October)
+$10.9K
444
增持
PG
Proctor & Gamble Co Com
-$10.2K
1,099
+1%
建仓
INTC
Intel Corp
+$10.0K
272
减持
VO
Vanguard Mid-Cap Blend ETF
-$9.2K
1,828
-1%
增持
V
VISA
+$9.2K
303
+6%
减持
CPNJ
Calamos Nasdaq 100 Structured ALT ETF (June)
-$8.8K
3,492
-10%
减持
GE
General Electric Co
-$8.3K
97
-24%
减持
GLD
Spdr Gold TRUST
+$8.1K
356
-5%
减持
BRK/B
Berkshire Hathaway Inc B
-$8.1K
563
-3%
减持
VYM
Vanguard High Dividend Yield ETF
-$7.4K
10,332
-2%
建仓
LHX
L3Harris Technologies
+$7.3K
25
增持
IBM
International Business Machines
+$6.9K
443
+0%
清仓
EEM
IShares MSCI Emerging Markets
-$6.4K
0
-100%
减持
SYY
Sysco Corp Com
-$6.3K
400
-8%
增持
SSRM
SSR Mining Inc
+$6.2K
2,065
+29%
清仓
CMCSA
Comcast Corp
-$6.1K
0
-100%
减持
BA
Boeing Company
-$6.1K
300
-9%
减持
DTM
DT Midstream Inc
+$5.3K
802
-0%
增持
TFC
Truist Finl Corporation
+$5.1K
1,268
+1%
减持
ADI
Analog Devices Inc
-$4.6K
0
-100%
减持
ENB
Enbridge Inc
-$4.5K
1,362
-1%
清仓
HON
Honeywell Intl Inc
-$4.3K
0
-100%
建仓
BND
Vanguard Aggregate Bond ETF
+$4.1K
56
增持
ABT
Abbott Labs Com
-$4.0K
1,172
+4%
增持
VLO
Valero Energy Corp New
-$3.9K
618
+1%
增持
ADP
Automatic Data
+$3.1K
27
+108%
清仓
EFV
iShares MSCI EAFE Value
-$2.9K
0
-100%
增持
SCZ
IShares MSCE EAFA Small Cap ETF
+$2.5K
1,107
+2%
增持
SYK
Stryker Corp
+$2.4K
94
+13%
减持
IYW
iShares Dow Jones Technology Sector
+$2.3K
604
-0%
增持
SIGI
Selective Ins Group
+$2.3K
761
+0%
减持
IWM
iShares Russell 2000 Small Cap Index
-$2.2K
175
-7%
建仓
HST
Host Hotels & Resorts
+$2.2K
122
增持
KVUE
Kenvue Inc
+$2.1K
1,733
+1%
增持
MMM
3M Company
+$1.7K
312
+0%
增持
GILD
Gilead Sciences Inc
+$1.7K
137
+1%
建仓
VXF
Vanguard Extended Market ETF
+$1.7K
8
增持
UPS
United Parcel Service B
+$1.7K
97
+1%
增持
EPD
Enterprise Products Partners LP
+$1.6K
1,222
+2%
增持
IJJ
iShares S&P 400 Mid Value
+$1.4K
509
+0%
建仓
BNDX
Vanguard Total International Bond ETF
+$1.3K
26
减持
PEP
Pepsico Inc
+$1.2K
380
-0%
建仓
ALLY
Ally Financial Inc
+$1.1K
25
减持
GM
General Motors Corp
+$1.1K
52
-2%
建仓
QBTS
D-Wave Quantum Inc. COM USD0.0001
+$1.1K
41
增持
AEP
American Electric Power
+$1.1K
286
+0%
清仓
EFG
ISares MSCI EAFE Large Growth
-$1.0K
0
-100%
增持
PSX
Phillips
-$888
152
+1%
增持
CSX
CSX Corporation
+$877
1,015
+0%
增持
EMR
Emerson Electric Co
+$750
361
+0%
建仓
VAC
Marriott Vacations Worldwide Corp
+$749
13
增持
CVX
Chevron Corporation
-$734
509
+1%
建仓
VVX
V2X Inc COM USD0.01
+$709
13
清仓
VOD
Vodafone Group Plc
-$698
0
-100%
减持
IVV
iShares S&P 500 Index
+$664
36
-3%
增持
UBSI
United Bankshrs Inc
+$632
405
+1%
减持
DE
Deere & Co
-$632
304
-3%
增持
GIS
General Mills Inc
-$512
156
+1%
增持
SON
Sonoco Products Co
+$476
432
+1%
增持
ABBV
Abbvie Inc
-$321
225
+1%
减持
GPN
Global Payments Inc
-$302
55
-2%
增持
PFE
Pfizer Inc
-$248
1,535
+2%
减持
MDY
Mid Cap S P D R TRUST
+$226
25
-4%
减持
NEE
Nextera Energy Inc
+$148
27
-4%
减持
DIS
Disney Walt Company
-$83
111
-1%
清仓
—
Centurytel Inc Com
-$70
0
-100%
增持
PM
Philip Morris Intl Inc
-$52
167
+1%
减持
AFL
Aflac Inc
-$36
40
-2%
