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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 144 项
建仓 7
增持 58
减持 66
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$18.7M
445,648
+74%
减持
VV
VANGUARD INDEX FDS
-$10.6M
491,868
-2%
增持
HSIC
SCHEIN HENRY INC
+$10.5M
153,777
+1294%
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
SPY
STATE STR SPDR S&P 500 ETF T
+$6.5M
71,166
+22%
减持
MSFT
MICROSOFT CORP
-$3.9M
10,512
-35%
减持
JPM
JPMORGAN CHASE & CO
-$2.6M
11,327
-38%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.1M
597,523
-0%
增持
AAPL
APPLE INC
-$2.0M
117,827
+0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.3M
42,261
+167%
增持
LLY
ELI LILLY & CO
+$1.2M
3,672
+79%
增持
VXUS
VANGUARD STAR FDS
+$1.2M
576,420
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.0M
709,503
-1%
增持
NYF
ISHARES TR
+$1.0M
72,276
+36%
增持
—
WAVE LIFE SCIENCES LTD
-$966.3K
114,800
+9%
增持
AFSM
FIRST TR EXCHNG TRADED FD VI
+$824.4K
551,235
+5%
清仓
MMM
3M CO
-$821.7K
0
-100%
建仓
AME
AMETEK INC
+$668.8K
3,120
减持
GOOGL
ALPHABET INC
-$663.1K
21,403
-2%
增持
TSLA
TESLA INC
-$638.8K
10,310
+4%
增持
IEFA
ISHARES TR
+$635.9K
192,172
+3%
减持
TSPA
T ROWE PRICE ETF INC
-$584.3K
279,461
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$576.0K
138,652
+8%
增持
VB
VANGUARD INDEX FDS
+$547.3K
46,360
+3%
清仓
MRK
MERCK & CO INC
-$542.9K
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$541.8K
8,255
-32%
减持
IVV
ISHARES TR
-$532.8K
8,842
-4%
减持
TEM
TEMPUS AI INC
-$524.0K
8,002
-47%
建仓
UPS
UNITED PARCEL SVCS INC
+$489.0K
4,970
减持
IWF
ISHARES TR
-$487.5K
5,913
-7%
增持
VO
VANGUARD INDEX FDS
+$477.0K
55,011
+4%
减持
GOOG
ALPHABET INC
-$467.0K
14,936
-1%
减持
MO
ALTRIA GROUP INC
-$400.9K
3,107
-70%
减持
AMZN
AMAZON COM INC
-$374.0K
13,811
-2%
增持
ED
CONSOLIDATED EDISON INC
+$354.3K
10,021
+28%
增持
VOO
VANGUARD INDEX FDS
+$318.1K
1,187
+90%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$310.3K
0
-100%
清仓
SHOP
SHOPIFY INC
-$281.9K
0
-100%
减持
KKR
KKR & CO INC
-$272.1K
7,774
-0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$271.7K
664,104
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$266.5K
96,820
+7%
清仓
UYG
PROSHARES TR
-$262.2K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$262.2K
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$259.8K
0
-100%
增持
MOAT
VANECK ETF TRUST
-$255.7K
182,613
+6%
增持
GLD
SPDR GOLD TR
+$253.3K
1,740
+39%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$252.1K
0
-100%
减持
MGC
VANGUARD WORLD FD
-$249.7K
11,963
-2%
建仓
GEV
GE VERNOVA INC
+$246.2K
282
增持
PM
PHILIP MORRIS INTL INC
+$229.8K
6,959
+21%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$215.3K
1,472
减持
VTI
VANGUARD INDEX FDS
-$214.7K
12,917
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$206.9K
3,470
-0%
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$206.5K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$206.5K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$203.5K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$203.4K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$202.6K
0
-100%
建仓
AMGN
AMGEN INC
+$202.2K
575
减持
SCHM
SCHWAB STRATEGIC TR
+$177.8K
243,089
-1%
减持
JNJ
JOHNSON & JOHNSON
+$169.5K
6,947
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$165.4K
17,266
+0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$164.8K
93,770
+4%
增持
SCZ
ISHARES TR
+$152.4K
40,212
+4%
减持
AXP
AMERICAN EXPRESS CO
-$151.8K
1,153
-15%
减持
—
EXXON MOBIL CORP
-$137.2K
24,068
-31%
减持
IMCG
ISHARES TR
-$136.6K
43,436
-3%
增持
CAT
CATERPILLAR INC
+$135.1K
932
+2%
增持
NVDA
NVIDIA CORPORATION
+$125.0K
20,862
+11%
减持
IWP
ISHARES TR
-$124.0K
10,403
-2%
增持
CVX
CHEVRON CORPORATION
+$123.6K
2,128
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$118.6K
83,100
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$118.2K
5,361
+0%
增持
V
VISA INC
-$111.9K
2,316
+0%
减持
T
AT&T INC
+$110.6K
40,296
-5%
建仓
SMR
NUSCALE PWR CORP
+$108.7K
10,030
增持
VXF
VANGUARD INDEX FDS
+$108.0K
204,556
+2%
增持
BX
BLACKSTONE INC
-$101.6K
2,677
+1%
增持
ORCL
ORACLE CORP
-$97.3K
2,043
+0%
减持
IWB
ISHARES TR
-$96.8K
3,897
-2%
减持
COP
CONOCOPHILLIPS
+$93.2K
3,401
-11%
减持
GE
GE AEROSPACE
-$89.7K
747
-24%
减持
VFH
VANGUARD WORLD FD
-$89.0K
2,320
-16%
减持
QLD
PROSHARES TR
-$86.6K
5,145
-10%
减持
MTUM
ISHARES TR
-$86.3K
1,067
-22%
减持
SCHX
SCHWAB STRATEGIC TR
-$85.1K
60,727
-0%
增持
SLV
ISHARES SILVER TR
+$78.7K
4,705
+25%
减持
VNQ
VANGUARD INDEX FDS
-$75.0K
4,951
-15%
减持
XLY
SELECT SECTOR SPDR TR
-$66.9K
2,616
-11%
增持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$66.9K
12,031
+10%
减持
SCHA
SCHWAB STRATEGIC TR
+$65.5K
185,173
-1%
增持
QTUM
ETF SER SOLUTIONS
+$64.8K
9,607
+9%
增持
UITB
VICTORY PORTFOLIOS II
+$56.5K
73,490
+2%
减持
MCD
MCDONALDS CORP
-$52.1K
1,146
-14%
减持
IWS
ISHARES TR
+$52.1K
48,330
-2%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$48.3K
1,323
+0%
减持
EFG
ISHARES TR
-$46.8K
7,909
-3%
减持
IVW
ISHARES TR
-$44.1K
2,161
-8%
增持
HYMB
SPDR SERIES TRUST
+$43.0K
27,289
+7%
减持
SCHE
SCHWAB STRATEGIC TR
-$42.7K
58,157
-3%
减持
VUG
VANGUARD INDEX FDS
-$42.6K
733
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$40.8K
1,711
-6%
减持
IEMG
ISHARES INC
+$37.2K
78,390
-3%
增持
DIS
DISNEY WALT CO
-$37.1K
2,178
+0%
增持
ICF
ISHARES TR
+$33.4K
13,341
+0%
减持
IMCV
ISHARES TR
+$33.4K
18,922
-1%
增持
VTV
VANGUARD INDEX FDS
+$27.9K
5,081
+0%
减持
IXUS
ISHARES TR
+$27.5K
88,481
-2%
减持
EFV
ISHARES TR
-$27.4K
5,049
-10%
减持
SBUX
STARBUCKS CORP
-$26.7K
2,243
-17%
减持
ABBV
ABBVIE INC
-$24.7K
1,825
-1%
减持
EFA
ISHARES TR
+$23.9K
22,539
-0%
建仓
SRFM
SURF AIR MOBILITY INC
+$23.0K
20,000
减持
MUB
ISHARES TR
-$23.0K
7,020
-2%
增持
AVLV
AMERICAN CENTY ETF TR
+$22.6K
4,471
+0%
增持
BOTZ
GLOBAL X FDS
-$22.6K
7,935
+0%
减持
DFIV
DIMENSIONAL ETF TRUST
+$21.3K
11,518
-2%
减持
SHW
SHERWIN WILLIAMS CO
-$19.3K
900
-5%
增持
IJH
ISHARES TR
+$18.0K
5,077
+3%
增持
GS
GOLDMAN SACHS GROUP INC
-$17.4K
564
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$16.9K
381,286
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$15.4K
3,605
+0%
增持
NFLX
NETFLIX INC.
+$13.9K
2,651
+3%
减持
SCHV
SCHWAB STRATEGIC TR
+$12.9K
375,735
-3%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
+$12.1K
14,840
+15%
减持
PFE
PFIZER INC
+$11.2K
12,177
-8%
减持
PEP
PEPSICO INC
+$11.0K
1,458
-3%
减持
MGV
VANGUARD WORLD FD
-$10.2K
79,569
-3%
增持
AIQ
GLOBAL X FDS
+$9.6K
23,257
+10%
增持
MELI
MERCADOLIBRE INC
-$8.9K
144
+13%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$8.9K
7,833
-3%
减持
NOBL
PROSHARES TR
+$8.4K
5,334
-0%
增持
HD
HOME DEPOT INC
+$6.6K
8,668
+5%
减持
KO
COCA COLA CO
-$5.4K
6,522
-9%
增持
SPYM
SPDR SERIES TRUST
+$4.8K
3,810
+7%
增持
IWR
ISHARES TR
+$4.4K
4,423
+0%
减持
SMMD
ISHARES TR
-$4.3K
73,776
-2%
增持
SKYY
FIRST TR EXCHANGE-TRADED FD
-$2.2K
7,372
+19%
减持
SCHC
SCHWAB STRATEGIC TR
+$2.1K
22,328
-2%
增持
QQQ
INVESCO QQQ TR
-$1.1K
857
+6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.0K
6,869
+1%
减持
IWM
ISHARES TR
-$685
2,128
-1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$579
6,403
-2%
增持
FTMA
PUTNAM ETF TRUST
-$531
17,284
+0%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$1
9,224
+1%
