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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 129 项
建仓 7
增持 53
减持 65
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VV
VANGUARD INDEX FDS
+$9.0M
509,938
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$6.5M
49,228
+15%
减持
AAPL
APPLE INC
+$5.5M
115,153
-1%
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。
增持
VXF
VANGUARD INDEX FDS
+$3.5M
197,051
+1%
增持
VXUS
VANGUARD STAR FDS
+$2.5M
553,423
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$1.7M
18,375
+31%
增持
MOAT
VANECK ETF TRUST
+$1.7M
163,336
+6%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.6M
716,488
+2%
减持
GOOGL
ALPHABET INC
+$1.4M
21,998
-2%
增持
IEFA
ISHARES TR
+$1.3M
174,073
+5%
增持
AGG
ISHARES TR
+$1.3M
172,641
+7%
增持
VO
VANGUARD INDEX FDS
+$1.3M
49,676
+4%
增持
META
META PLATFORMS INC
+$1.3M
3,192
+117%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
611,822
-2%
增持
VB
VANGUARD INDEX FDS
+$1.2M
42,757
+4%
增持
TSPA
T ROWE PRICE ETF INC
+$997.1K
279,538
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$890.7K
118,325
+6%
建仓
QTUM
ETF SER SOLUTIONS
+$820.6K
7,822
减持
GOOG
ALPHABET INC
+$746.0K
13,449
-6%
增持
AIQ
GLOBAL X FDS
+$663.0K
18,734
+212%
增持
SCHV
SCHWAB STRATEGIC TR
+$644.2K
383,415
+1%
增持
MGV
VANGUARD WORLD FD
+$559.8K
81,978
+0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$558.9K
19,836
+123%
增持
NVDA
NVIDIA CORPORATION
+$554.6K
15,966
+4%
增持
SCHM
SCHWAB STRATEGIC TR
+$551.4K
243,100
+2%
增持
IMCG
ISHARES TR
+$548.4K
39,653
+16%
增持
SCHA
SCHWAB STRATEGIC TR
+$517.0K
187,408
+1%
增持
TEM
TEMPUS AI INC
+$482.7K
17,002
+21%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$477.1K
80,939
+13%
增持
SCHF
SCHWAB STRATEGIC TR
+$460.5K
387,401
+0%
减持
IXUS
ISHARES TR
+$453.2K
88,325
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$438.2K
662,116
+2%
增持
MSFT
MICROSOFT CORP
+$435.6K
16,144
+1%
减持
IEMG
ISHARES INC
+$411.0K
80,289
-1%
增持
IWS
ISHARES TR
+$385.4K
49,606
+0%
减持
SMMD
ISHARES TR
+$379.5K
76,729
-1%
减持
IVV
ISHARES TR
+$351.2K
9,269
-2%
清仓
XBI
SPDR SERIES TRUST
-$338.6K
0
-100%
清仓
IBB
ISHARES TR
-$298.6K
0
-100%
减持
HD
HOME DEPOT INC
+$296.9K
7,966
-0%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$280.7K
4,319
建仓
SMR
NUSCALE PWR CORP
+$271.1K
7,530
减持
VTI
VANGUARD INDEX FDS
-$245.5K
13,233
-12%
增持
SCZ
ISHARES TR
+$232.0K
36,200
+3%
清仓
ARKW
ARK ETF TR
-$230.1K
0
-100%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$221.8K
6,102
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$218.9K
7,392
清仓
IT
GARTNER INC
-$213.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$210.8K
7,632
-3%
减持
MGC
VANGUARD WORLD FD
+$206.9K
12,891
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$206.6K
3,725
+8%
建仓
HSY
HERSHEY CO
+$204.3K
1,092
建仓
VGT
VANGUARD WORLD FD
+$201.6K
270
减持
VEA
VANGUARD TAX-MANAGED FDS
+$192.0K
82,528
-1%
减持
SCHE
SCHWAB STRATEGIC TR
+$178.5K
59,239
-1%
减持
AMZN
AMAZON COM INC
-$178.3K
15,996
-5%
增持
—
EXXON MOBIL CORP
+$173.9K
35,049
+0%
减持
PM
PHILIP MORRIS INTL INC
-$169.4K
7,814
-1%
减持
COF
CAPITAL ONE FINL CORP
-$114.2K
2,212
-19%
减持
ORCL
ORACLE CORP
+$113.2K
2,041
-3%
减持
SCHX
SCHWAB STRATEGIC TR
+$108.7K
62,350
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$85.9K
7,627
+24%
减持
IWF
ISHARES TR
+$81.2K
6,568
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$81.0K
1,776
+22%
增持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$79.6K
9,857
+4%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$79.6K
5,669
+1%
减持
GE
GE AEROSPACE
+$78.8K
1,873
-1%
减持
ABBV
ABBVIE INC
+$78.4K
1,865
-2%
减持
NOBL
PROSHARES TR
-$76.7K
3,350
-20%
增持
AVLV
AMERICAN CENTY ETF TR
+$75.9K
3,972
+28%
减持
CAT
CATERPILLAR INC
+$74.3K
917
-2%
增持
IWP
ISHARES TR
+$74.3K
10,523
+2%
减持
EFA
ISHARES TR
+$73.1K
22,375
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$69.4K
11,503
+7%
增持
T
AT&T INC
+$68.6K
43,794
+9%
减持
NYF
ISHARES TR
-$66.3K
56,159
-4%
减持
PG
PROCTER AND GAMBLE CO
-$65.1K
7,491
-2%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$55.7K
88,261
+0%
减持
COST
COSTCO WHSL CORP NEW
-$55.4K
815
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$52.8K
6,242
+21%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$51.8K
1,321
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$50.6K
561
+0%
增持
VTV
VANGUARD INDEX FDS
+$50.1K
4,976
+0%
减持
KO
COCA COLA CO
-$49.0K
7,871
-2%
减持
SCHC
SCHWAB STRATEGIC TR
+$49.0K
22,660
-2%
减持
COP
CONOCOPHILLIPS
-$45.6K
3,801
-16%
减持
LLY
ELI LILLY & CO
-$40.3K
2,107
-0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$38.9K
11,739
-5%
增持
UITB
VICTORY PORTFOLIOS II
+$37.4K
70,074
+0%
减持
GLD
SPDR GOLD TR
-$36.6K
1,391
-20%
增持
VOO
VANGUARD INDEX FDS
+$36.0K
617
+2%
增持
ICF
ISHARES TR
+$35.8K
12,614
+4%
增持
IAU
ISHARES GOLD TR
+$35.8K
3,431
+0%
减持
IWR
ISHARES TR
-$35.1K
4,417
-12%
减持
V
VISA INC
-$32.7K
1,983
-1%
减持
XLC
SELECT SECTOR SPDR TR
-$31.6K
1,754
-20%
增持
BOTZ
GLOBAL X FDS
+$28.5K
7,868
+3%
减持
MCD
MCDONALDS CORP
-$27.8K
843
-13%
减持
KKR
KKR & CO INC
-$27.3K
7,775
-0%
减持
BX
BLACKSTONE INC
+$26.9K
1,353
-1%
减持
GEV
GE VERNOVA INC
+$25.4K
395
-4%
增持
VNQ
VANGUARD INDEX FDS
+$24.5K
5,028
+3%
减持
IMCV
ISHARES TR
-$24.2K
19,093
-7%
减持
IVW
ISHARES TR
+$23.8K
2,341
-0%
增持
DIS
DISNEY WALT CO
-$23.2K
2,493
+0%
减持
SBUX
STARBUCKS CORP
-$22.3K
2,928
-1%
减持
CSCO
CISCO SYS INC
-$21.5K
4,248
-6%
减持
EFV
ISHARES TR
+$21.1K
5,660
-1%
减持
IWM
ISHARES TR
+$21.0K
2,145
-7%
减持
—
WAVE LIFE SCIENCES LTD
-$18.0K
105,802
-13%
减持
CVX
CHEVRON CORP NEW
+$16.7K
2,077
-3%
增持
IJH
ISHARES TR
+$16.4K
4,952
+0%
减持
CLOU
GLOBAL X FDS
-$15.9K
8,715
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$15.6K
18,106
+0%
减持
MRK
MERCK & CO INC
+$14.9K
5,503
-3%
减持
PEP
PEPSICO INC
+$13.5K
1,855
-1%
减持
WM
WASTE MGMT INC DEL
-$12.7K
926
-2%
减持
MUB
ISHARES TR
-$12.1K
7,100
-3%
减持
PFE
PFIZER INC
+$11.6K
14,333
-2%
减持
IWB
ISHARES TR
+$8.2K
4,238
-7%
减持
MTUM
ISHARES TR
+$7.5K
1,370
-4%
减持
—
CHUBB LIMITED
-$7.0K
783
-1%
减持
HYMB
SPDR SERIES TRUST
-$3.7K
25,947
-1%
减持
DUK
DUKE ENERGY CORP NEW
+$3.1K
1,796
-3%
增持
BFLY
BUTTERFLY NETWORK INC
+$2.7K
18,000
+13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7K
2,023
-5%
减持
ED
CONSOLIDATED EDISON INC
-$2.6K
9,747
-0%
减持
VUG
VANGUARD INDEX FDS
+$2.4K
704
-8%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$940
9,054
-3%
