BURNS J W & CO INC/NY
DEWITT NY · SEC CIK 0001047339
$8.73亿2026Q1 申报市值
183持仓数
40.9%前十大占比 · 第一大 8.8%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VYMI 加仓+$260.38万
IGSB 加仓+$203.15万
IAU 加仓+$199.12万
VYM 加仓+$177.57万
VXUS 加仓+$128.54万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$305.32万
PAYX 减仓-$160.59万
AAPL 减仓-$138.04万
CRM 清仓-$115.00万
V 减仓-$90.10万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC COM | $90.66万 | 0.10% | 13,739 | -1,988 | -12.6% | -$13.12万 | 减仓 |
| CLX | CLOROX CO DEL COM | $89.54万 | 0.10% | 8,640 | -315 | -3.5% | -$3.26万 | 减仓 |
| ZTS | ZOETIS INC CL A | $89.11万 | 0.10% | 7,538 | -3,175 | -29.6% | -$37.53万 | 减仓 |
| MRK | MERCK & CO INC COM | $86.59万 | 0.10% | 7,199 | -821 | -10.2% | -$9.88万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $86.00万 | 0.10% | 3,548 | 475 | 15.5% | $11.51万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $83.63万 | 0.10% | 4,610 | -10 | -0.2% | -$1,814 | 减仓 |
| PFE | PFIZER INC COM | $83.29万 | 0.10% | 29,662 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $77.45万 | 0.09% | 1,281 | -249 | -16.3% | -$15.05万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $77.29万 | 0.09% | 2,085 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $75.13万 | 0.09% | 4,918 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $72.64万 | 0.08% | 10,271 | -574 | -5.3% | -$4.06万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME FD COM SHS | $72.23万 | 0.08% | 66,325 | -15,975 | -19.4% | -$17.40万 | 减仓 |
| BLK | BLACKROCK INC COM | $71.75万 | 0.08% | 746 | -100 | -11.8% | -$9.62万 | 减仓 |
| ORCL | ORACLE CORP COM | $71.26万 | 0.08% | 4,844 | 830 | 20.7% | $12.21万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $69.80万 | 0.08% | 1,475 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $69.52万 | 0.08% | 8,960 | -1,315 | -12.8% | -$10.20万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $69.29万 | 0.08% | 4,748 | -259 | -5.2% | -$3.78万 | 减仓 |
| RACE | FERRARI N V COM | $68.54万 | 0.08% | 2,025 | -105 | -4.9% | -$3.55万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $67.17万 | 0.08% | 3,306 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES ETF | $65.82万 | 0.08% | 1,421 | -2 | -0.1% | -$926 | 减仓 |
| WMT | WALMART INC COM | $64.15万 | 0.07% | 5,162 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $62.82万 | 0.07% | 1,900 | 0 | 0.0% | — | 不变 |
| DSI | MSCI 400 SOCIAL RESPONSIBLE ETF | $62.41万 | 0.07% | 5,150 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $59.11万 | 0.07% | 175 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $58.23万 | 0.07% | 13,194 | -120 | -0.9% | -$5,296 | 减仓 |
| XLY | S&P CONSUMER DISCRETIONARY SECTOR ETF | $57.91万 | 0.07% | 5,314 | -140 | -2.6% | -$1.53万 | 减仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $56.21万 | 0.06% | 10,600 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $55.64万 | 0.06% | 4,916 | -730 | -12.9% | -$8.26万 | 减仓 |
| NDSN | NORDSON CORP COM | $53.21万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $52.38万 | 0.06% | 9,302 | -140 | -1.5% | -$7,883 | 减仓 |
| SNA | SNAP ON INC COM | $52.12万 | 0.06% | 1,435 | 249 | 21.0% | $9.04万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $49.82万 | 0.06% | 997 | 23 | 2.4% | $1.15万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $49.62万 | 0.06% | 760 | -41 | -5.1% | -$2.68万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $48.60万 | 0.06% | 1,120 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC COM | $45.42万 | 0.05% | 10,633 | -600 | -5.3% | -$2.56万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $45.35万 | 0.05% | 1,342 | 62 | 4.8% | $2.10万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $44.13万 | 0.05% | 1,286 | 85 | 7.1% | $2.92万 | 加仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORP BOND ETF | $43.74万 | 0.05% | 4,690 | 1,417 | 43.3% | $13.22万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $42.98万 | 0.05% | 8,817 | -357 | -3.9% | -$1.74万 | 减仓 |
| QCOM | QUALCOMM INC COM | $42.17万 | 0.05% | 3,274 | 21 | 0.6% | $2,705 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $41.76万 | 0.05% | 1,812 | -137 | -7.0% | -$3.16万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $41.47万 | 0.05% | 1,371 | -29 | -2.1% | -$8,772 | 减仓 |
| NUDM | NUVEEN ESG INTERNATIONAL EQUITY ETF | $39.72万 | 0.05% | 11,000 | 11,000 | — | $39.72万 | 新建仓 |
| XLV | S&P HEALTHCARE SECTOR ETF | $38.17万 | 0.04% | 2,604 | -150 | -5.4% | -$2.20万 | 减仓 |
| T | AT&T INC COM | $38.00万 | 0.04% | 13,107 | -4,226 | -24.4% | -$12.25万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $37.12万 | 0.04% | 4,355 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $35.96万 | 0.04% | 2,929 | 110 | 3.9% | $1.35万 | 加仓 |
| BX | BLACKSTONE INC COM | $35.93万 | 0.04% | 3,125 | -150 | -4.6% | -$1.72万 | 减仓 |
| LHX | L3 HARRIS TECHNOLOGIES | $34.07万 | 0.04% | 987 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC COM | $33.99万 | 0.04% | 2,370 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $33.81万 | 0.04% | 2,850 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $33.50万 | 0.04% | 3,750 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $33.30万 | 0.04% | 3,568 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $33.18万 | 0.04% | 1,035 | 28 | 2.8% | $8,975 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $33.06万 | 0.04% | 757 | 1 | 0.1% | $437 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $32.51万 | 0.04% | 14,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $31.12万 | 0.04% | 1,150 | -212 | -15.6% | -$5.74万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $29.72万 | 0.03% | 1,023 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $28.38万 | 0.03% | 1,005 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $27.96万 | 0.03% | 1,925 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $27.82万 | 0.03% | 3,000 | -9 | -0.3% | -$835 | 减仓 |
| — | HONEYWELL INTL INC COM | $27.65万 | 0.03% | 1,223 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP COM | $27.24万 | 0.03% | 3,455 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $26.58万 | 0.03% | 2,100 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $26.00万 | 0.03% | 2,876 | -85 | -2.9% | -$7,686 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $24.85万 | 0.03% | 1,898 | -716 | -27.4% | -$9.38万 | 减仓 |
| GWW | WW GRAINGER INC COM | $24.22万 | 0.03% | 222 | 1 | 0.5% | $1,091 | 加仓 |
| DOV | DOVER CORP COM | $23.83万 | 0.03% | 1,143 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $23.39万 | 0.03% | 715 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $23.28万 | 0.03% | 875 | 30 | 3.6% | $7,981 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $23.16万 | 0.03% | 55 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $22.86万 | 0.03% | 335 | -38 | -10.2% | -$2.59万 | 减仓 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $22.64万 | 0.03% | 4,550 | 4,550 | — | $22.64万 | 新建仓 |
| COKE | COCA COLA CONSOLIDATED | $22.01万 | 0.03% | 1,148 | 1,148 | — | $22.01万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $21.91万 | 0.03% | 314 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $21.54万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $21.37万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| — | STRIVE U.S. ENERGY ETF | $21.32万 | 0.02% | 5,400 | 5,400 | — | $21.32万 | 新建仓 |
| BPOP | POPULAR INC COM NEW | $20.72万 | 0.02% | 1,544 | 1,544 | — | $20.72万 | 新建仓 |
| OGE | OGE ENERGY CORP COM | $20.62万 | 0.02% | 4,300 | 4,300 | — | $20.62万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $20.57万 | 0.02% | 725 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $20.52万 | 0.02% | 3,613 | 3,613 | — | $20.52万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP COM | $7.96万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -4,341 | -100.0% | -$115.00万 | 清仓 |
| ETN | EATON CORP PLC SHS | $0 | 0.00% | 0 | -900 | -100.0% | -$28.67万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -2,610 | -100.0% | -$24.89万 | 清仓 |
| NVO | NOVO-NORDISK A S ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STX | SEAGATE TECHNOLOGY | $0 | 0.00% | 0 | -786 | -100.0% | -$21.65万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -2,249 | -100.0% | -$21.60万 | 清仓 |
| ULTA | ULTA BEAUTY INC COM | $0 | 0.00% | 0 | -355 | -100.0% | -$21.48万 | 清仓 |