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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 135 项
建仓 19
增持 75
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SCHD
Schwab US Dividend Equity ETF
+$5.5M
1,722,959
-0%
增持
SCHG
Schwab US Large Cap Growth ETF
-$4.6M
1,632,528
+2%
增持
MSFT
Microsoft Corp
-$732.8K
6,650
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%
增持
CPSL
Calamos S&P Structured ALT ETF (Blended)
+$562.4K
740,310
+3%
增持
VGIT
Vanguard Intermediate Treasury ETF
+$524.6K
97,349
+11%
减持
DBEF
MSCI EAFA Hedged Dollar ETF
+$375.0K
494,440
-1%
增持
EEMV
iShares MSCI Min Vol Emerging Markets ETF
+$314.6K
289,513
+1%
减持
IJR
iShares S&P 600 Small Cap Index
+$293.6K
82,164
-0%
减持
IJH
iShares S&P 400 Mid Index
+$263.1K
259,003
-1%
增持
AAPL
Apple Inc
-$251.5K
14,124
+0%
减持
BAC
Bank Of America Com
-$191.9K
16,925
-8%
减持
QQQ
PowerShares QQQ - Nasdaq-100
-$178.3K
562
-31%
增持
DUK
Duke Energy Corp
+$178.0K
12,145
+1%
减持
T
AT&T Corp Com
-$175.5K
55,862
-23%
减持
SCHV
Schwab US Large Cap Value ETF
-$170.4K
18,285
-26%
减持
SCHF
Schwab International Equity ETF
-$169.4K
66,458
-12%
增持
WMT
Wal-Mart Stores Inc
+$157.4K
9,674
+3%
减持
SCHB
Schwab US Total Stock Market ETF
-$148.1K
40,451
-9%
增持
VT
Vanguard Total World Stock ETF
+$140.4K
7,092
+19%
增持
IVW
iShares S&P 500 Growth
-$133.2K
15,066
+1%
清仓
CPSU
Calamos S&P 500 Structured ALT ETF (June)
-$115.5K
0
-100%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$109.0K
378,257
-2%
增持
—
Exxon Mobil Corporation
+$102.9K
2,052
+1%
清仓
CPNJ
Calamos Nasdaq 100 Structured ALT ETF (June)
-$94.3K
0
-100%
减持
VUG
Vanguard Large Cap Growth ETF
-$90.9K
1,277
-4%
减持
JNJ
Johnson & Johnson
+$87.7K
2,808
-3%
减持
JPM
J P Morgan & Co Inc
-$80.0K
2,744
-0%
减持
EELV
Invesco S&P Emerging Markets Low Vol ETF
-$80.0K
4,839
-39%
减持
LOW
Lowes Cos Inc
-$79.6K
1,593
-16%
增持
CPNM
Calamos Nasdaq 100 Structured ALT ETF (March)
+$78.3K
3,046
+6823%
减持
CRM
Salesforce Com
-$74.4K
804
-5%
减持
IVE
iShares S&P 500 Value
-$66.1K
7,884
-3%
增持
ORCL
Oracle Corporation
-$63.6K
1,345
+0%
增持
NVDA
Nvidia Corp
-$61.4K
5,229
+0%
增持
VLO
Valero Energy Corp New
+$53.0K
621
+0%
增持
VYM
Vanguard High Dividend Yield ETF
+$52.9K
10,370
+0%
减持
LLY
Lilly Eli & Co
-$49.4K
217
-6%
减持
BRK/B
Berkshire Hathaway Inc B
-$49.1K
488
-13%
增持
CVX
Chevron Corporation
+$49.0K
611
+20%
增持
IVV
iShares S&P 500 Index
+$48.5K
113
+214%
减持
SCHM
Schwab Mid Cap Blend ETF
+$46.6K
86,525
-1%
建仓
JEMA
JP Morgan Active Emerging Market
+$44.0K
845
减持
AMGN
Amgen Inc
+$43.6K
2,004
-1%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$38.0K
902
+664%
增持
MSTR
Microstrategy Inc A New
+$32.1K
562
+125%
增持
CAT
Caterpillar Inc
+$32.1K
130
+24%
增持
DE
Deere & Co
+$30.3K
305
+0%
建仓
CPSR
Calamos S&P 500 Structured ALT ETF (March)
+$29.7K
1,177
增持
ABT
Abbott Labs Com
-$25.8K
1,179
+1%
减持
SCHA
Schwab Small Cap Blend ETF
-$24.0K
20,811
-6%
增持
IBM
International Business Machines
-$23.2K
446
+1%
建仓
IUSB
iShares Core Total USD Bond Market ETF
+$22.4K
485
建仓
AGG
IShares Barclays Aggregate Bond ETF
+$21.0K
212
增持
MO
Altria Group Inc Com
+$20.7K
2,206
+2%
建仓
CPSF
Calamos S&P 500 Structured ALT ETF (February)
+$19.8K
775
增持
CEG
Constellation
-$19.3K
262
+0%
减持
—
Eaton Corporation
+$18.3K
630
-3%
增持
GOOGL
Alphabet Inc Class A
-$18.0K
714
+0%
建仓
IEFA
Ishares Core Msci Eafe
+$15.8K
175
减持
PWR
Quanta Services Inc
-$15.7K
9
-82%
建仓
VYMI
Vanguard International High Yield Dividend Index
+$14.2K
151
减持
CPRY
Calamos Russell 2000 Structured ALT ETF (January)
-$13.8K
7,369
-7%
建仓
GSLC
Goldman Sachs ActiveBeta US LgCp Eq ETF
+$13.3K
106
增持
D
Dominion Resources Inc
+$13.2K
3,412
+1%
增持
CBOO
Calamos Bitcoin Structred ALT ETF (October)
+$12.1K
944
+113%
增持
VO
Vanguard Mid-Cap Blend ETF
+$11.9K
1,889
+3%
建仓
IEMG
IShares Core MSCI Emerging Markets
+$11.1K
159
增持
IYW
iShares Dow Jones Technology Sector
-$11.0K
605
+0%
增持
—
Air Lease Corp Class A
+$10.3K
778
+24%
增持
—
South Street Corporation
-$10.0K
9,529
+1%
建仓
USHY
Ishares Broad Usd Hg Yld
+$9.9K
270
建仓
EMB
iShares JP Morgan USD Em Mkts Bd ETF
+$9.7K
103
增持
—
Medtronic Inc
+$8.9K
585
+34%
增持
PSX
Phillips
+$8.3K
153
+1%
增持
EPD
Enterprise Products Partners LP
+$7.8K
1,240
+1%
减持
HEFA
IShares Currency Hedged MSCI EAFE ETF
-$7.2K
26,513
-3%
增持
VTV
Vanguard Value ETF
+$7.0K
43
+438%
清仓
—
Astrazeneca Plc
-$6.8K
0
-100%
增持
VB
Vanguard Small-Cap Blend ETF
+$6.8K
342
+7%
建仓
HGER
Harbor Commodity All-Weather StrategyETF
+$6.8K
218
增持
SIGI
Selective Ins Group
-$6.0K
765
+1%
增持
PFE
Pfizer Inc
+$6.0K
1,575
+3%
增持
PEP
Pepsico Inc
+$5.6K
388
+2%
减持
HD
Home Depot Inc
-$5.6K
88
-12%
增持
XEL
Xcel Energy Inc
+$5.1K
825
+1%
建仓
PDBC
Invesco Optm Yd Dvrs Cdty Stra No K1 ETF
+$5.1K
292
增持
CSX
CSX Corporation
+$5.0K
1,019
+0%
增持
AEP
American Electric Power
+$4.8K
288
+1%
增持
SON
Sonoco Products Co
+$4.8K
436
+1%
建仓
VMBS
Vanguard Mortgage Backed
+$4.7K
101
减持
KVUE
Kenvue Inc
-$4.4K
1,478
-15%
增持
MMM
3M Company
-$4.4K
314
+1%
建仓
GEHC
GE Healthcare Technologies
+$4.3K
60
建仓
XLK
SPDR Technology Selector ETF
+$4.0K
30
减持
CHEOY
Cochlear Ltd
-$4.0K
35
-50%
增持
TFC
Truist Finl Corporation
-$3.5K
1,281
+1%
减持
IAU
Ishares Gold TRUST
-$3.3K
1,730
-10%
增持
HSY
Hershey Foods
+$3.1K
115
+1%
减持
BND
Vanguard Aggregate Bond ETF
-$3.0K
15
-73%
减持
IBDS
iShares Corporate iBonds Decemeber 2027
-$2.5K
2,401
-4%
增持
PG
Proctor & Gamble Co Com
+$2.3K
1,107
+1%
增持
ABBV
Abbvie Inc
-$2.1K
226
+0%
增持
AMN
AMN Healthcare Services
+$2.0K
175
+133%
减持
—
Carnival Corp New
-$2.0K
106
-32%
增持
WELL
Welltower Inc Com
+$1.9K
147
+1%
增持
DIS
Disney Walt Company
-$1.9K
112
+1%
增持
IJK
iShares S&P 400 Mid Growth
+$1.8K
472
+0%
增持
CSCO
Cisco Systems Inc
+$1.6K
1,601
+1%
增持
UBSI
United Bankshrs Inc
+$1.4K
409
+1%
增持
GIS
General Mills Inc
-$1.4K
158
+1%
减持
CPST
Calamos S&P 500 Structured ALT ETF (September)
-$1.4K
7,200
-1%
清仓
BNDX
Vanguard Total International Bond ETF
-$1.3K
0
-100%
增持
AGNT
eXp World Holdings Inc
-$1.2K
386
+1%
增持
MRK
Merck & Co Inc
+$1.1K
72
+1%
清仓
ALLY
Ally Financial Inc
-$1.1K
0
-100%
增持
PM
Philip Morris Intl Inc
+$1.1K
168
+1%
增持
SYY
Sysco Corp Com
-$743
403
+1%
增持
NUE
Nucor Corp Com
+$724
112
+1%
增持
IJJ
iShares S&P 400 Mid Value
+$693
511
+0%
建仓
CHAI
Core AI Holdings Inc . COM NPV
+$515
510
增持
EMR
Emerson Electric Co
-$429
362
+0%
增持
IBDR
iShares Corporate iBonds Decemeber 2026
+$409
2,359
+1%
增持
PFG
Principal Financial Group
+$374
139
+1%
增持
NEE
Nextera Energy Inc
+$368
28
+4%
增持
SMR
NuScale Power Corp Class A
-$271
1,358
+28%
增持
SPHQ
Invesco S&P 500 Quality ETF
+$213
501
+0%
增持
F
Ford Motor Company
-$134
93
+1%
增持
IBDT
iShares Corporate iBonds Decemeber 2028
+$122
2,014
+1%
增持
FCCO
First Community Corp S C
-$78
298
+1%
增持
UPS
United Parcel Service B
+$68
98
+1%
增持
IBDU
iShares Corporate iBonds Decemeber 2029
+$63
2,115
+1%
建仓
EFX
Equifax Inc
+$18
0
建仓
FDX
Fedex Corporation
+$18
0
增持
AFL
Aflac Inc
+$2
41
+3%
清仓
—
GCI Liberty Inc
+$0
0
-100%
