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James J. Burns & Company, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
James J. Burns & Company, LLC
报告期 2026-03-31 · CIK 0001949059
持仓数
155
前50大市值合计
$676.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 143 项
建仓 17
增持 65
减持 57
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VV
VANGUARD INDEX FDS
+$11.9M
518,733
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$6.5M
42,637
+20%
增持
VXF
VANGUARD INDEX FDS
+$4.1M
195,831
+0%
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。
减持
VXUS
VANGUARD STAR FDS
+$3.2M
552,247
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.3M
625,828
-2%
减持
AAPL
APPLE INC
-$2.0M
116,099
-0%
增持
MOAT
VANECK ETF TRUST
+$1.8M
154,250
+7%
增持
IMCG
ISHARES TR
+$1.7M
34,053
+138%
减持
MSFT
MICROSOFT CORP
+$1.7M
15,935
-4%
增持
TSPA
T ROWE PRICE ETF INC
+$1.5M
275,607
+5%
减持
MUB
ISHARES TR
-$1.4M
7,352
-65%
增持
IEFA
ISHARES TR
+$1.4M
166,413
+1%
增持
VO
VANGUARD INDEX FDS
+$1.3M
47,629
+2%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.3M
704,368
-2%
增持
VB
VANGUARD INDEX FDS
+$1.3M
40,992
+8%
增持
IXUS
ISHARES TR
+$1.3M
88,483
+11%
增持
IMCV
ISHARES TR
+$1.1M
20,510
+235%
增持
IEMG
ISHARES INC
+$1.0M
81,320
+14%
增持
SMMD
ISHARES TR
+$936.4K
77,867
+12%
增持
AGG
ISHARES TR
+$869.2K
161,365
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$813.8K
237,222
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$711.2K
3,460
+1%
减持
NVDA
NVIDIA CORPORATION
+$702.9K
15,345
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$654.2K
111,608
+4%
增持
IVV
ISHARES TR
+$650.9K
9,425
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$645.5K
387,248
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$640.6K
14,030
+0%
减持
TSLA
TESLA INC
+$620.7K
11,097
-1%
减持
MGC
VANGUARD WORLD FD
-$610.7K
13,071
-26%
增持
GOOGL
ALPHABET INC
+$609.0K
22,455
+4%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$605.8K
71,642
+22%
增持
SCHV
SCHWAB STRATEGIC TR
+$522.4K
380,088
+1%
减持
AMZN
AMAZON COM INC
+$487.7K
16,822
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$468.3K
83,374
-1%
增持
IWS
ISHARES TR
+$457.1K
49,516
+2%
减持
IWF
ISHARES TR
+$425.6K
7,055
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$408.0K
186,232
+1%
增持
META
META PLATFORMS INC
+$397.9K
1,472
+23%
减持
VTI
VANGUARD INDEX FDS
+$391.9K
15,097
-1%
增持
—
EXXON MOBIL CORP
-$389.2K
35,046
+0%
清仓
DHR
DANAHER CORPORATION
-$368.2K
0
-100%
增持
SCZ
ISHARES TR
+$364.0K
35,020
+2%
减持
NYF
ISHARES TR
-$349.9K
58,734
-9%
增持
GOOG
ALPHABET INC
+$326.0K
14,259
+1%
建仓
NFLX
NETFLIX INC
+$322.7K
241
增持
TEM
TEMPUS AI INC
+$310.7K
14,000
+17%
建仓
MELI
MERCADOLIBRE INC
+$309.0K
118
清仓
FAS
DIREXION SHS ETF TR
-$286.7K
0
-100%
建仓
AIQ
GLOBAL X FDS
+$262.2K
6,002
建仓
IVW
ISHARES TR
+$258.8K
2,351
建仓
BOTZ
GLOBAL X FDS
+$250.3K
7,667
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$249.1K
6,128
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$242.6K
3,887
建仓
FBND
FIDELITY MERRIMACK STR TR
+$235.8K
5,154
清仓
USMV
ISHARES TR
-$233.7K
0
-100%
建仓
ARKW
ARK ETF TR
+$230.1K
1,559
建仓
CLOU
GLOBAL X FDS
+$218.6K
9,371
建仓
GEV
GE VERNOVA INC
+$217.5K
411
建仓
BKNG
BOOKING HOLDINGS INC
+$215.1K
37
减持
IWP
ISHARES TR
+$214.4K
10,270
-0%
建仓
AVLV
AMERICAN CENTY ETF TR
+$211.2K
3,096
建仓
TMC
TMC THE METALS COMPANY INC
+$210.7K
31,920
增持
SCHE
SCHWAB STRATEGIC TR
+$209.5K
59,664
+4%
建仓
TQQQ
PROSHARES TR
+$207.7K
2,503
建仓
AMD
ADVANCED MICRO DEVICES INC
+$206.3K
1,454
增持
HSIC
HENRY SCHEIN INC
+$203.6K
12,565
+20%
建仓
SHOP
SHOPIFY INC
+$202.2K
1,753
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$199.9K
4,715
+1%
增持
PM
PHILIP MORRIS INTL INC
+$196.5K
7,889
+1%
增持
SCHC
SCHWAB STRATEGIC TR
+$188.3K
23,063
+4%
增持
COF
CAPITAL ONE FINL CORP
+$187.8K
2,747
+24%
增持
EFA
ISHARES TR
+$175.1K
22,553
+0%
减持
HYMB
SPDR SERIES TRUST
-$175.1K
26,251
-20%
增持
SCHX
SCHWAB STRATEGIC TR
+$174.9K
62,748
+2%
增持
ORCL
ORACLE CORP
+$174.6K
2,108
+3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$174.4K
649,813
-1%
清仓
—
GLOBAL X FDS
-$166.7K
0
-100%
减持
IWB
ISHARES TR
+$141.2K
4,537
-1%
减持
PG
PROCTER AND GAMBLE CO
-$130.5K
7,633
-3%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$124.7K
5,610
+3%
减持
JNJ
JOHNSON & JOHNSON
-$122.4K
7,885
-1%
减持
ED
CONSOLIDATED EDISON INC
-$117.7K
9,789
-2%
增持
GE
GE AEROSPACE
+$115.2K
1,883
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$112.9K
560
+8%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$111.1K
8,907
-20%
增持
IDEV
ISHARES TR
+$109.2K
7,560
+12%
减持
ANET
ARISTA NETWORKS INC
+$99.7K
4,640
-4%
增持
LLY
ELI LILLY & CO
-$93.9K
2,114
+0%
增持
XBI
SPDR SERIES TRUST
+$90.7K
4,084
+34%
减持
MRK
MERCK & CO INC
-$87.2K
5,646
-5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$86.4K
10,766
+13%
减持
AXP
AMERICAN EXPRESS CO
+$72.0K
1,453
-0%
减持
PEP
PEPSICO INC
-$71.9K
1,871
-12%
增持
VFH
VANGUARD WORLD FD
+$71.5K
2,766
+18%
增持
XLY
SELECT SECTOR SPDR TR
+$68.8K
1,474
+16%
减持
ABBV
ABBVIE INC
-$66.9K
1,904
-5%
减持
MGV
VANGUARD WORLD FD
+$65.5K
81,797
-1%
增持
CAT
CATERPILLAR INC
+$62.7K
935
+3%
减持
DIS
DISNEY WALT CO
+$58.9K
2,489
-2%
减持
IBB
ISHARES TR
-$57.2K
2,361
-15%
减持
KKR
KKR & CO INC
+$51.8K
7,800
-9%
增持
MMM
3M CO
+$51.8K
9,575
+0%
增持
EFV
ISHARES TR
+$50.7K
5,716
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$48.7K
1,051
+0%
增持
CSCO
CISCO SYS INC
+$48.1K
4,499
+5%
增持
CVX
CHEVRON CORP NEW
-$45.3K
2,136
+2%
减持
MTUM
ISHARES TR
+$45.2K
1,431
-3%
减持
GLD
SPDR GOLD TR
-$42.4K
1,742
-12%
减持
IWR
ISHARES TR
-$38.5K
5,019
-15%
减持
VUG
VANGUARD INDEX FDS
+$37.8K
764
-5%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$37.8K
1,320
-9%
减持
PFE
PFIZER INC
-$37.6K
14,589
-6%
减持
IWM
ISHARES TR
+$37.5K
2,308
-0%
增持
T
AT&T INC
+$37.5K
40,362
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$36.9K
2,204
+5%
减持
CL
COLGATE PALMOLIVE CO
-$36.4K
8,799
-1%
增持
VOO
VANGUARD INDEX FDS
+$34.1K
602
+1%
减持
MA
MASTERCARD INCORPORATED
+$33.1K
2,592
-0%
增持
EFAV
ISHARES TR
+$32.6K
4,316
+2%
减持
EFG
ISHARES TR
+$30.0K
8,141
-8%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$28.5K
9,380
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$25.9K
2,120
-11%
减持
SBUX
STARBUCKS CORP
-$25.7K
2,947
-2%
减持
MCD
MCDONALDS CORP
-$22.8K
972
-1%
增持
HD
HOME DEPOT INC
+$22.2K
7,994
+1%
减持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$22.1K
9,478
-10%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$21.1K
88,080
-1%
减持
NOBL
PROSHARES TR
-$19.5K
4,191
-3%
增持
IJH
ISHARES TR
+$18.7K
4,946
+0%
减持
UITB
VICTORY PORTFOLIOS II
-$17.6K
69,951
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$15.9K
18,030
+3%
增持
V
VISA INC
+$15.5K
1,999
+1%
减持
—
CHUBB LIMITED
-$13.3K
787
-1%
减持
VTV
VANGUARD INDEX FDS
+$13.1K
4,966
-1%
减持
ICF
ISHARES TR
-$12.4K
12,124
-1%
增持
IAU
ISHARES GOLD TR
+$11.9K
3,430
+0%
减持
IWD
ISHARES TR
+$9.3K
1,656
-0%
增持
VNQ
VANGUARD INDEX FDS
-$6.9K
4,886
+0%
增持
COP
CONOCOPHILLIPS
+$6.0K
4,515
+19%
增持
KO
COCA COLA CO
-$2.4K
8,071
+1%
减持
BX
BLACKSTONE INC
-$1.5K
1,366
-7%
减持
TECL
DIREXION SHS ETF TR
-$861
2,331
-38%
增持
DUK
DUKE ENERGY CORP NEW
+$67
1,857
+3%
