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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 149 项
建仓 11
增持 74
减持 55
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
AFSM
FIRST TR EXCHNG TRADED FD VI
+$17.3M
525,829
增持
AGG
ISHARES TR
+$8.2M
255,659
+48%
增持
SPY
SPDR S&P 500 ETF TR
+$7.0M
58,382
+19%
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
VXUS
VANGUARD STAR FDS
+$2.6M
573,760
+4%
增持
AAPL
APPLE INC
+$2.6M
117,374
+2%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.3M
3
增持
MOAT
VANECK ETF TRUST
+$1.7M
172,986
+6%
增持
IEFA
ISHARES TR
+$1.6M
187,362
+8%
增持
GOOG
ALPHABET INC
+$1.5M
15,142
+13%
减持
GOOGL
ALPHABET INC
+$1.5M
21,782
-1%
增持
VXF
VANGUARD INDEX FDS
+$738.9K
200,791
+2%
增持
VO
VANGUARD INDEX FDS
+$730.0K
52,791
+6%
增持
VB
VANGUARD INDEX FDS
+$723.0K
44,953
+5%
减持
MMM
3M CO
-$664.1K
5,133
-46%
减持
VV
VANGUARD INDEX FDS
+$654.0K
500,774
-2%
减持
LLY
ELI LILLY & CO
+$603.0K
2,057
-2%
减持
MSFT
MICROSOFT CORP
-$584.0K
16,083
-0%
增持
PG
PROCTER AND GAMBLE CO
+$583.0K
12,101
+62%
减持
MO
ALTRIA GROUP INC
-$577.0K
10,508
-41%
增持
NVDA
NVIDIA CORPORATION
+$534.4K
18,838
+18%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$507.2K
128,685
+9%
减持
TEM
TEMPUS AI INC
-$486.4K
15,002
-12%
减持
TSLA
TESLA INC
-$463.5K
9,943
-10%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$443.2K
90,639
+12%
增持
SCHF
SCHWAB STRATEGIC TR
+$435.0K
393,248
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$414.8K
718,097
+0%
建仓
SMH
VANECK ETF TRUST
+$405.0K
1,124
增持
HD
HOME DEPOT INC
-$383.4K
8,266
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$354.1K
3,597
+78%
减持
PM
PHILIP MORRIS INTL INC
-$346.7K
5,740
-27%
增持
IXUS
ISHARES TR
+$344.6K
90,246
+2%
清仓
MDLZ
MONDELEZ INTL INC
-$331.9K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$316.7K
5,346
+13%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$309.8K
532
增持
TSPA
T ROWE PRICE ETF INC
+$298.6K
280,837
+0%
建仓
SPYM
SPDR SERIES TRUST
+$286.8K
3,575
增持
SCHV
SCHWAB STRATEGIC TR
+$285.8K
386,593
+1%
增持
IMCG
ISHARES TR
+$277.5K
44,564
+12%
建仓
WMT
WALMART INC
+$276.2K
2,479
清仓
SMR
NUSCALE PWR CORP
-$271.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$268.8K
35,073
+0%
减持
GE
GE AEROSPACE
-$261.9K
979
-48%
减持
AMZN
AMAZON COM INC
-$261.8K
14,082
-12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$261.4K
83,343
+1%
清仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
-$257.4K
0
-100%
减持
MGV
VANGUARD WORLD FD
+$252.1K
81,777
-0%
减持
EMN
EASTMAN CHEM CO
-$251.9K
4,070
-50%
清仓
GEV
GE VERNOVA INC
-$242.9K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$241.9K
3,755
减持
META
META PLATFORMS INC
-$238.3K
3,190
-0%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$226.3K
3,168
增持
SCZ
ISHARES TR
+$223.5K
38,703
+7%
清仓
DUK
DUKE ENERGY CORP NEW
-$222.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$219.4K
2,967
+14%
增持
NOBL
PROSHARES TR
+$211.7K
5,352
+60%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$206.5K
4,000
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$206.2K
15,828
-20%
清仓
HSY
HERSHEY CO
-$204.3K
0
-100%
清仓
TMC
TMC THE METALS COMPANY INC
-$203.3K
0
-100%
清仓
CLOU
GLOBAL X FDS
-$202.7K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$202.6K
1,309
清仓
BKNG
BOOKING HOLDINGS INC
-$200.7K
0
-100%
减持
ED
CONSOLIDATED EDISON INC
-$199.9K
7,852
-19%
减持
T
AT&T INC
-$179.2K
42,575
-3%
增持
BX
BLACKSTONE INC
+$178.3K
2,656
+96%
减持
NYF
ISHARES TR
-$160.3K
52,996
-6%
增持
QQQ
INVESCO QQQ TR
+$156.5K
807
+43%
建仓
FTMA
PUTNAM ETF TRUST
+$155.5K
17,257
增持
SCHZ
SCHWAB STRATEGIC TR
+$152.3K
671,466
+1%
增持
MCD
MCDONALDS CORP
+$152.1K
1,336
+58%
增持
AIQ
GLOBAL X FDS
+$150.5K
21,152
+13%
增持
QTUM
ETF SER SOLUTIONS
+$145.4K
8,809
+13%
增持
SCHM
SCHWAB STRATEGIC TR
+$142.8K
244,371
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$140.3K
3,471
-7%
增持
IEMG
ISHARES INC
+$137.9K
80,787
+1%
增持
V
VISA INC
+$134.6K
2,314
+17%
减持
JNJ
JOHNSON & JOHNSON
+$113.4K
7,387
-3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$111.4K
90,135
+2%
增持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$110.2K
10,913
+11%
减持
JPM
JPMORGAN CHASE & CO.
+$107.8K
18,322
-0%
减持
IVV
ISHARES TR
+$105.2K
9,210
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$101.6K
1,816
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$94.4K
17,220
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$93.5K
5,752
-36%
减持
SCHA
SCHWAB STRATEGIC TR
+$90.6K
186,773
-0%
减持
MRK
MERCK & CO INC
+$81.1K
5,158
-6%
增持
EFA
ISHARES TR
+$76.1K
22,548
+1%
减持
MGC
VANGUARD WORLD FD
-$69.4K
12,252
-5%
增持
UITB
VICTORY PORTFOLIOS II
+$68.9K
71,774
+2%
减持
IWF
ISHARES TR
-$67.7K
6,357
-3%
减持
IWS
ISHARES TR
+$62.9K
49,566
-0%
减持
IWB
ISHARES TR
-$62.7K
3,980
-6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$56.1K
11,756
+2%
增持
ANET
ARISTA NETWORKS INC
-$55.4K
4,737
+2%
增持
VNQ
VANGUARD INDEX FDS
+$54.4K
5,810
+16%
增持
AVLV
AMERICAN CENTY ETF TR
+$50.8K
4,458
+12%
增持
NFLX
NETFLIX INC
-$48.0K
2,570
+966%
增持
GS
GOLDMAN SACHS GROUP INC
+$47.4K
562
+0%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$46.4K
6,215
+10%
减持
PEP
PEPSICO INC
-$45.1K
1,501
-19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$44.4K
851
-19%
增持
IWP
ISHARES TR
-$41.8K
10,638
+1%
增持
VTV
VANGUARD INDEX FDS
+$41.0K
5,073
+2%
减持
DIS
DISNEY WALT CO
-$38.6K
2,170
-13%
减持
IMCV
ISHARES TR
+$36.9K
19,080
-0%
减持
CSCO
CISCO SYS INC
+$35.0K
4,228
-0%
减持
PFE
PFIZER INC
-$34.5K
13,281
-7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$29.9K
8,204
+8%
增持
IAU
ISHARES GOLD TR
+$29.1K
3,435
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$28.3K
6,561
+8%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$25.9K
12,850
+9%
增持
VUG
VANGUARD INDEX FDS
+$25.3K
744
+6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$23.7K
6,784
+9%
减持
SHOP
SHOPIFY INC
+$21.3K
1,751
-0%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$20.9K
8,117
+10%
减持
KO
COCA COLA CO
-$20.6K
7,172
-9%
减持
SCHG
SCHWAB STRATEGIC TR
+$20.3K
599,128
-2%
减持
SMMD
ISHARES TR
-$20.3K
75,220
-2%
减持
SBUX
STARBUCKS CORP
-$20.0K
2,704
-8%
减持
—
CHUBB LIMITED
+$19.1K
769
-2%
减持
EFV
ISHARES TR
+$18.9K
5,640
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$18.6K
5,280
+22%
增持
MELI
MERCADOLIBRE INC
-$18.0K
128
+8%
减持
AXP
AMERICAN EXPRESS CO
+$17.9K
1,353
-7%
增持
SCHE
SCHWAB STRATEGIC TR
-$17.8K
59,816
+1%
减持
VTI
VANGUARD INDEX FDS
+$15.5K
12,999
-2%
增持
ICF
ISHARES TR
+$15.0K
13,278
+5%
减持
AKBA
AKEBIA THERAPEUTICS INC
-$13.6K
11,448
-3%
增持
VOO
VANGUARD INDEX FDS
+$13.1K
624
+1%
减持
HYMB
SPDR SERIES TRUST
-$13.1K
25,411
-2%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$12.6K
1,322
+0%
增持
MUB
ISHARES TR
+$12.1K
7,171
+1%
增持
QLD
PROSHARES TR
+$10.3K
5,688
+100%
增持
SCHC
SCHWAB STRATEGIC TR
+$10.2K
22,875
+1%
减持
ABBV
ABBVIE INC
-$10.1K
1,845
-1%
增持
IWM
ISHARES TR
+$9.4K
2,147
+0%
减持
MTUM
ISHARES TR
-$9.0K
1,368
-0%
增持
BOTZ
GLOBAL X FDS
+$7.4K
7,898
+0%
减持
IWD
ISHARES TR
-$6.9K
1,570
-5%
增持
TQQQ
PROSHARES TR
+$5.1K
5,006
+100%
减持
EFAV
ISHARES TR
+$3.8K
4,290
-1%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$2.9K
9,140
+1%
减持
IJH
ISHARES TR
+$1.6K
4,921
-1%
增持
XLY
SELECT SECTOR SPDR TR
-$1.3K
2,948
+100%
增持
IWR
ISHARES TR
-$934
4,421
+0%
减持
GLD
SPDR GOLD TR
+$928
1,250
-10%
增持
EFG
ISHARES TR
+$467
8,143
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$144
61,024
-2%
减持
HSIC
HENRY SCHEIN INC
+$11
11,034
-12%
