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Burk Holdings LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Burk Holdings LLC
报告期 2026-03-31 · CIK 0002079815
持仓数
676
前50大市值合计
$213.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 99
增持 34
减持 17
方向
标的
Δ市值
现股数(环比)
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.5M
367,119
+8%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.3M
107,731
+4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.1M
623,472
+2%
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
DFCF
DIMENSIONAL ETF TRUST
+$956.2K
242,692
+11%
增持
DFAS
DIMENSIONAL ETF TRUST
+$914.2K
177,180
+6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$899.2K
227,189
+5%
增持
DFEM
DIMENSIONAL ETF TRUST
+$672.0K
318,891
+2%
增持
DISV
DIMENSIONAL ETF TRUST
+$646.2K
135,611
+10%
增持
DFAT
DIMENSIONAL ETF TRUST
+$627.9K
87,224
+8%
增持
DFAR
DIMENSIONAL ETF TRUST
+$606.0K
162,485
+15%
增持
DFGR
DIMENSIONAL ETF TRUST
+$486.3K
254,363
+7%
增持
AVDE
AMERICAN CENTY ETF TR
+$463.8K
88,797
+3%
增持
AVSC
AMERICAN CENTY ETF TR
+$453.7K
35,796
+18%
增持
DFSD
DIMENSIONAL ETF TRUST
+$419.8K
143,357
+7%
增持
AVEM
AMERICAN CENTY ETF TR
+$393.6K
50,818
+6%
增持
AVLV
AMERICAN CENTY ETF TR
+$342.8K
68,261
+0%
增持
AVUS
AMERICAN CENTY ETF TR
+$338.0K
27,664
+13%
增持
SCHO
SCHWAB STRATEGIC TR
+$335.3K
85,998
+20%
增持
DFUS
DIMENSIONAL ETF TRUST
+$328.7K
99,833
+10%
建仓
VTES
VANGUARD WELLINGTON FD
+$324.0K
3,203
减持
DFSV
DIMENSIONAL ETF TRUST
+$309.0K
153,309
-0%
增持
MSFT
MICROSOFT CORP
-$296.2K
2,688
+1%
增持
AVIV
AMERICAN CENTY ETF TR
+$264.6K
11,084
+40%
减持
VTI
VANGUARD INDEX FDS
-$259.8K
1,132
-39%
增持
AVRE
AMERICAN CENTY ETF TR
+$242.0K
69,166
+7%
增持
DFAE
DIMENSIONAL ETF TRUST
+$241.8K
93,510
+4%
减持
DFIV
DIMENSIONAL ETF TRUST
+$238.6K
92,183
-1%
建仓
CAT
CATERPILLAR INC
+$231.0K
326
增持
—
EXXON MOBIL CORP
+$210.5K
4,254
+0%
减持
AMZN
AMAZON COM INC
-$204.2K
5,093
-7%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$199.8K
2,732
减持
VEA
VANGUARD TAX-MANAGED FDS
-$198.7K
2,519
-56%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$183.7K
1,400
建仓
ITOT
ISHARES TR
+$182.6K
1,282
增持
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$178.9K
141,651
+7%
建仓
SCHA
SCHWAB STRATEGIC TR
+$178.9K
6,151
建仓
WMT
WALMART INC
+$167.6K
1,349
建仓
VTV
VANGUARD INDEX FDS
+$165.8K
845
建仓
BOKF
BOK FINL CORP
+$162.8K
1,271
建仓
PSX
PHILLIPS 66
+$158.9K
872
建仓
HD
HOME DEPOT INC
+$155.9K
474
增持
DUHP
DIMENSIONAL ETF TRUST
+$155.4K
389,197
+5%
建仓
SCHF
SCHWAB STRATEGIC TR
+$154.8K
6,253
建仓
AVLC
AMERICAN CENTY ETF TR
+$148.7K
1,918
减持
FNDX
SCHWAB STRATEGIC TR
-$147.2K
9,122
-38%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$146.2K
359
建仓
JPM
JPMORGAN CHASE & CO
+$146.2K
497
建仓
TSLA
TESLA INC
+$138.7K
373
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$137.4K
2,543
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$137.1K
350
建仓
IWS
ISHARES TR
+$131.5K
902
建仓
FNDF
SCHWAB STRATEGIC TR
+$129.6K
2,649
减持
AAPL
APPLE INC
-$127.0K
5,207
-2%
建仓
SHW
SHERWIN WILLIAMS CO
+$126.9K
396
建仓
AVGO
BROADCOM INC
+$126.9K
410
减持
VNQ
VANGUARD INDEX FDS
-$125.0K
3,167
-31%
建仓
FENY
FIDELITY COVINGTON TRUST
+$123.9K
3,641
建仓
TRV
TRAVELERS COMPANIES INC
+$120.8K
414
建仓
KO
COCA COLA CO
+$119.2K
1,568
建仓
VOE
VANGUARD INDEX FDS
+$110.9K
602
减持
AMD
ADVANCED MICRO DEVICES INC
-$110.8K
5,679
-4%
建仓
JNJ
JOHNSON & JOHNSON
+$110.5K
452
建仓
NOBL
PROSHARES TR
+$109.1K
1,029
增持
NVDA
NVIDIA CORPORATION
-$108.5K
9,092
+0%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$108.2K
2,349
建仓
IYG
ISHARES TR
+$102.1K
1,233
建仓
AXP
AMERICAN EXPRESS CO
+$100.7K
333
建仓
DFSU
DIMENSIONAL ETF TRUST
+$99.6K
2,424
减持
META
META PLATFORMS INC
-$94.4K
1,036
-0%
建仓
CNP
CENTERPOINT ENERGY INC
+$90.2K
2,089
建仓
IWD
ISHARES TR
+$89.3K
418
增持
AVDV
AMERICAN CENTY ETF TR
+$89.2K
11,855
+2%
建仓
GLD
SPDR GOLD TR
+$88.2K
205
减持
OGS
ONE GAS INC
-$87.4K
1,735
-43%
建仓
AEE
AMEREN CORP
+$87.3K
794
建仓
WELL
WELLTOWER INC
+$86.8K
439
建仓
MCD
MCDONALDS CORP
+$86.4K
278
建仓
XLI
SELECT SECTOR SPDR TR
+$86.0K
532
建仓
SDY
SPDR SERIES TRUST
+$85.5K
586
建仓
SCHG
SCHWAB STRATEGIC TR
+$83.4K
2,864
建仓
FNDE
SCHWAB STRATEGIC TR
+$82.3K
2,152
建仓
QXO
QXO INC
+$82.0K
17,258
建仓
VUG
VANGUARD INDEX FDS
+$81.2K
186
建仓
SCHE
SCHWAB STRATEGIC TR
+$80.0K
2,429
建仓
NFLX
NETFLIX INC.
+$78.2K
813
建仓
VPLS
VANGUARD MALVERN FDS
+$76.7K
989
建仓
VB
VANGUARD INDEX FDS
+$75.0K
286
建仓
MDY
STATE STR SPDR S&P MIDCAP 40
+$73.4K
119
建仓
PEP
PEPSICO INC
+$71.7K
462
建仓
IWF
ISHARES TR
+$71.6K
168
建仓
WMB
WILLIAMS COS INC
+$69.8K
959
建仓
FNDA
SCHWAB STRATEGIC TR
+$69.8K
2,151
建仓
COP
CONOCOPHILLIPS
+$68.4K
518
建仓
CSWC
CAPITAL SOUTHWEST CORP
+$67.9K
3,068
减持
GOOGL
ALPHABET INC
-$67.7K
1,651
-5%
建仓
WM
WASTE MGMT INC DEL
+$67.6K
294
建仓
SCHI
SCHWAB STRATEGIC TR
+$66.5K
2,931
建仓
DIHP
DIMENSIONAL ETF TRUST
+$63.9K
1,982
减持
CRM
SALESFORCE INC
-$62.3K
783
-1%
建仓
V
VISA INC
+$62.0K
205
增持
SCHX
SCHWAB STRATEGIC TR
-$61.9K
64,559
+1%
建仓
SCHH
SCHWAB STRATEGIC TR
+$61.3K
2,853
建仓
SCHV
SCHWAB STRATEGIC TR
+$61.2K
2,007
建仓
DFAW
DIMENSIONAL ETF TRUST
+$60.6K
822
建仓
PG
PROCTER & GAMBLE CO
+$59.9K
415
建仓
XLV
SELECT SECTOR SPDR TR
+$59.7K
407
建仓
XCHYX
CALAMOS CONV & HIGH INCOME F
+$57.7K
5,300
建仓
VXF
VANGUARD INDEX FDS
+$56.8K
276
建仓
IVE
ISHARES TR
+$56.8K
269
建仓
—
ROYAL CARIBBEAN GROUP
+$56.4K
205
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$54.3K
2,952
建仓
CVX
CHEVRON CORPORATION
+$51.9K
251
建仓
VBR
VANGUARD INDEX FDS
+$51.5K
237
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$51.3K
1,350
-3%
建仓
VTEL
VANGUARD MUN BD FDS
+$50.2K
490
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$49.4K
988
建仓
NULG
NUSHARES ETF TR
+$49.3K
542
增持
BLV
VANGUARD BD INDEX FDS
+$46.9K
21,345
+4%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$46.7K
991
建仓
DFSI
DIMENSIONAL ETF TRUST
+$44.4K
1,048
建仓
FQAL
FIDELITY COVINGTON TRUST
+$43.6K
600
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$43.4K
691
-3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$43.1K
1,451
+0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$43.0K
51,055
-1%
建仓
FDUS
FIDUS INVT CORP
+$42.7K
2,454
建仓
APH
AMPHENOL CORP
+$40.4K
320
建仓
VO
VANGUARD INDEX FDS
+$39.9K
139
建仓
CGBD
CARLYLE SECURED LENDING INC
+$38.3K
3,499
建仓
MSI
MOTOROLA SOLUTIONS INC
+$37.3K
86
建仓
SCHP
SCHWAB STRATEGIC TR
+$35.8K
1,347
增持
LLY
ELI LILLY & CO
-$35.4K
700
+11%
建仓
SCHR
SCHWAB STRATEGIC TR
+$32.7K
1,313
建仓
T
AT&T INC
+$32.1K
1,108
减持
VTEB
VANGUARD MUN BD FDS
-$31.9K
4,490
-12%
建仓
COST
COSTCO WHOLESALE CORPORATION
+$31.9K
32
建仓
LRCX
LAM RESEARCH CORP
+$31.0K
145
建仓
GE
GE AEROSPACE
+$30.6K
108
建仓
DFIP
DIMENSIONAL ETF TRUST
+$30.3K
726
建仓
GM
GENERAL MTRS CO
+$29.9K
402
建仓
GBDC
GOLUB CAP BDC INC
+$29.9K
2,365
建仓
SCHC
SCHWAB STRATEGIC TR
+$29.9K
640
建仓
EVRG
EVERGY INC
+$29.7K
363
增持
VOO
VANGUARD INDEX FDS
-$29.7K
1,896
+2%
建仓
SPUS
TIDAL TRUST I
+$29.3K
609
建仓
VYM
VANGUARD WHITEHALL FDS
+$29.3K
198
建仓
LADR
LADDER CAP CORP
+$28.9K
2,963
建仓
IEFA
ISHARES TR
+$28.6K
315
增持
CSCO
CISCO SYS INC
+$28.1K
8,825
+4%
建仓
GLW
CORNING INC
+$28.0K
206
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$27.8K
2,515
