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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $7,670.66万 | 8.79% | 302,244 | -5,439 | -1.8% | -$138.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,453.96万 | 5.10% | 120,322 | -8,248 | -6.4% | -$305.32万 | 减仓 |
| GOOG | ALPHABET CLASS C | $3,919.06万 | 4.49% | 136,619 | -2,826 | -2.0% | -$81.07万 | 减仓 |
| V | VISA INC | $3,147.46万 | 3.61% | 104,138 | -2,981 | -2.8% | -$90.10万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL DIVIDEND ETF | $3,146.16万 | 3.60% | 333,846 | 27,629 | 9.0% | $260.38万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3,113.80万 | 3.57% | 97,060 | 2,962 | 3.1% | $95.02万 | 加仓 |
| AMZN | AMAZON INC | $2,913.22万 | 3.34% | 139,877 | 2,230 | 1.6% | $46.44万 | 加仓 |
| QQQ | NASDAQ 100 ETF | $2,601.91万 | 2.98% | 45,080 | -879 | -1.9% | -$50.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $2,404.21万 | 2.75% | 137,856 | 2,388 | 1.8% | $41.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,328.52万 | 2.67% | 79,158 | -39 | -0.0% | -$1.15万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,266.25万 | 2.60% | 105,378 | 2,164 | 2.1% | $46.54万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $2,049.91万 | 2.35% | 303,556 | 13,492 | 4.7% | $91.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $1,998.96万 | 2.29% | 41,715 | -262 | -0.6% | -$12.55万 | 减仓 |
| RTX | RTX CORPORATION COM | $1,480.21万 | 1.70% | 76,735 | -762 | -1.0% | -$14.70万 | 减仓 |
| NFLX | NETFLIX INC. COM | $1,462.37万 | 1.68% | 152,092 | 4,394 | 3.0% | $42.25万 | 加仓 |
| COST | COSTCO WHOLESALE | $1,444.40万 | 1.65% | 14,496 | 143 | 1.0% | $14.25万 | 加仓 |
| CVX | CHEVRON CORP | $1,392.92万 | 1.60% | 67,323 | -104 | -0.2% | -$2.15万 | 减仓 |
| MCD | MCDONALDS CORP COM | $1,387.86万 | 1.59% | 44,656 | -377 | -0.8% | -$11.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,324.96万 | 1.52% | 54,204 | 68 | 0.1% | $1.66万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $1,085.64万 | 1.24% | 65,968 | -459 | -0.7% | -$7.55万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,079.48万 | 1.24% | 18,868 | 241 | 1.3% | $13.79万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $1,077.31万 | 1.23% | 86,663 | 3,676 | 4.4% | $45.70万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $1,073.67万 | 1.23% | 46,724 | 291 | 0.6% | $6.69万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND ETF | $1,058.50万 | 1.21% | 71,472 | 11,990 | 20.2% | $177.57万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $894.75万 | 1.03% | 116,036 | 16,670 | 16.8% | $128.54万 | 加仓 |
| IGSB | ISHARES SHORT-TERM BOND ETF | $882.06万 | 1.01% | 167,820 | 38,652 | 29.9% | $203.15万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $868.68万 | 1.00% | 26,437 | 209 | 0.8% | $6.87万 | 加仓 |
| PEP | PEPSICO INC | $850.40万 | 0.97% | 54,762 | -1,408 | -2.5% | -$21.86万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $810.54万 | 0.93% | 12,463 | -318 | -2.5% | -$20.68万 | 减仓 |
| AMGN | AMGEN INC COM | $804.35万 | 0.92% | 22,861 | 292 | 1.3% | $10.27万 | 加仓 |
| XLI | S&P INDUSTRIAL SECTOR ETF | $788.64万 | 0.90% | 48,763 | 38 | 0.1% | $6,146 | 加仓 |
| DE | DEERE & CO COM | $787.47万 | 0.90% | 13,980 | -659 | -4.5% | -$37.12万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $787.32万 | 0.90% | 17,079 | -81 | -0.5% | -$3.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $761.59万 | 0.87% | 52,727 | -1,540 | -2.8% | -$22.24万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $759.37万 | 0.87% | 40,051 | 734 | 1.9% | $13.92万 | 加仓 |
| ABBV | ABBVIE INC | $737.74万 | 0.85% | 33,921 | 143 | 0.4% | $3.11万 | 加仓 |
| XLK | S&P TECHNOLOGY SECTOR ETF | $717.12万 | 0.82% | 53,959 | 846 | 1.6% | $11.24万 | 加仓 |
| GOOGL | ALPHABET CLASS A | $621.79万 | 0.71% | 21,623 | -474 | -2.1% | -$13.63万 | 减仓 |
| — | EXXON MOBIL CORP COM | $589.88万 | 0.68% | 34,768 | 395 | 1.1% | $6.70万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $581.64万 | 0.67% | 20,266 | 364 | 1.8% | $10.45万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $562.11万 | 0.64% | 35,062 | -1,883 | -5.1% | -$30.19万 | 减仓 |
| IAU | ISHARES GOLD ETF | $558.59万 | 0.64% | 63,361 | 22,586 | 55.4% | $199.12万 | 加仓 |
| XLF | S&P FINANCIAL SECTOR ETF | $548.64万 | 0.63% | 111,128 | -2,856 | -2.5% | -$14.10万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $536.01万 | 0.61% | 10,905 | 217 | 2.0% | $10.67万 | 加仓 |
| LOW | LOWES COS INC COM | $526.92万 | 0.60% | 22,301 | 281 | 1.3% | $6.64万 | 加仓 |
| AVGO | BROADCOM INC COM | $523.72万 | 0.60% | 16,921 | -475 | -2.7% | -$14.70万 | 减仓 |
| LQD | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | $501.50万 | 0.57% | 46,013 | 4,872 | 11.8% | $53.10万 | 加仓 |
| HD | HOME DEPOT INC COM | $488.88万 | 0.56% | 14,865 | 75 | 0.5% | $2.47万 | 加仓 |
| IJS | ISHARES SMALL CAP VALUE ETF | $474.38万 | 0.54% | 40,049 | 986 | 2.5% | $11.68万 | 加仓 |
| KO | COCA COLA CO COM | $448.68万 | 0.51% | 58,997 | 185 | 0.3% | $1.41万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $437.87万 | 0.50% | 48,875 | -2,014 | -4.0% | -$18.04万 | 减仓 |
| LLY | ELI LILLY & CO COM | $396.55万 | 0.45% | 4,311 | -90 | -2.0% | -$8.28万 | 减仓 |
| HYG | ISHARES HIGH YIELD CORPORATE BOND ETF | $357.79万 | 0.41% | 44,971 | 13,929 | 44.9% | $110.82万 | 加仓 |
| CME | CME GROUP INC COM | $346.39万 | 0.40% | 11,728 | -328 | -2.7% | -$9.69万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $337.98万 | 0.39% | 23,105 | -658 | -2.8% | -$9.63万 | 减仓 |
| URI | UNITED RENTALS INC COM | $331.79万 | 0.38% | 4,554 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $312.74万 | 0.36% | 9,150 | 25 | 0.3% | $8,545 | 加仓 |
| SPHQ | S&P 500 QUALITY ETF | $286.07万 | 0.33% | 38,046 | 4 | 0.0% | $301 | 加仓 |
| TJX | TJX COS INC NEW COM | $285.51万 | 0.33% | 17,878 | 132 | 0.7% | $2.11万 | 加仓 |
| XLE | S&P ENERGY SECTOR ETF | $282.93万 | 0.32% | 46,185 | 1,670 | 3.8% | $10.23万 | 加仓 |
| YUM | YUM BRANDS INC COM | $277.53万 | 0.32% | 17,850 | -50 | -0.3% | -$7,774 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $261.21万 | 0.30% | 15,915 | 3,410 | 27.3% | $55.97万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $260.52万 | 0.30% | 13,575 | 251 | 1.9% | $4.82万 | 加仓 |
| PAYX | PAYCHEX INC COM | $253.69万 | 0.29% | 27,539 | -17,432 | -38.8% | -$160.59万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $245.38万 | 0.28% | 14,841 | -1,440 | -8.8% | -$23.81万 | 减仓 |
| BA | BOEING CO COM | $243.65万 | 0.28% | 12,242 | 40 | 0.3% | $7,961 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $239.28万 | 0.27% | 11,199 | 19 | 0.2% | $4,060 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $215.66万 | 0.25% | 75,090 | 9,873 | 15.1% | $28.36万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $213.40万 | 0.24% | 3,887 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY CO | $212.93万 | 0.24% | 22,093 | -3,915 | -15.1% | -$37.73万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $203.05万 | 0.23% | 12,500 | 0 | 0.0% | — | 不变 |
| CWB | SPDR CONVERTIBLE SECURITIES ETF | $194.42万 | 0.22% | 21,243 | 1,559 | 7.9% | $14.27万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $191.71万 | 0.22% | 12,189 | 69 | 0.6% | $1.09万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $189.69万 | 0.22% | 11,234 | -730 | -6.1% | -$12.33万 | 减仓 |
| CASY | CASEYS GENERAL STORES | $178.18万 | 0.20% | 2,448 | 1,245 | 103.5% | $90.62万 | 加仓 |
| CAT | CATERPILLAR INC COM | $176.12万 | 0.20% | 2,486 | -400 | -13.9% | -$28.34万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $175.13万 | 0.20% | 9,600 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $173.37万 | 0.20% | 4,066 | -25 | -0.6% | -$1.07万 | 减仓 |
| BND | VANGUARD TOTAL BOND ETF | $167.86万 | 0.19% | 22,795 | -614 | -2.6% | -$4.52万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $164.29万 | 0.19% | 27,089 | -1,103 | -3.9% | -$6.69万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $157.18万 | 0.18% | 7,185 | -102 | -1.4% | -$2.23万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $156.92万 | 0.18% | 15,284 | -455 | -2.9% | -$4.67万 | 减仓 |
| GLW | CORNING INC COM | $156.40万 | 0.18% | 11,502 | -850 | -6.9% | -$11.56万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $155.16万 | 0.18% | 16,627 | -1,197 | -6.7% | -$11.17万 | 减仓 |
| TSLA | TESLA INC COM | $142.86万 | 0.16% | 3,843 | 43 | 1.1% | $1.60万 | 加仓 |
| ADSK | AUTODESK INC COM | $141.17万 | 0.16% | 5,897 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $139.16万 | 0.16% | 3,234 | -266 | -7.6% | -$11.45万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $135.46万 | 0.16% | 6,904 | 45 | 0.7% | $8,829 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $132.83万 | 0.15% | 26,461 | -7,158 | -21.3% | -$35.93万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $131.49万 | 0.15% | 5,385 | -225 | -4.0% | -$5.49万 | 减仓 |
| SO | SOUTHERN CO COM | $127.79万 | 0.15% | 13,240 | -1,216 | -8.4% | -$11.74万 | 减仓 |
| APH | AMPHENOL CORP CL A | $126.59万 | 0.15% | 10,019 | 174 | 1.8% | $2.20万 | 加仓 |
| UNP | UNION PAC CORP COM | $122.82万 | 0.14% | 5,062 | 100 | 2.0% | $2.43万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $120.23万 | 0.14% | 12,945 | -25 | -0.2% | -$2,322 | 减仓 |
| HSY | HERSHEY CO COM | $118.29万 | 0.14% | 5,690 | 177 | 3.2% | $3.68万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $116.38万 | 0.13% | 1,948 | -13 | -0.7% | -$7,767 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $104.68万 | 0.12% | 9,255 | -134 | -1.4% | -$1.52万 | 减仓 |
| FDX | FEDEX CORP COM | $97.66万 | 0.11% | 2,742 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $95.06万 | 0.11% | 3,259 | -25 | -0.8% | -$7,292 | 减仓 |
| MTB | M & T BK CORP COM | $94.28万 | 0.11% | 4,561 | -580 | -11.3% | -$11.99万 | 减仓 |