BURNS J W & CO INC/NY
DEWITT NY · SEC CIK 0001047339
$9.59亿2026Q2 申报市值
189持仓数
42.2%前十大占比 · 第一大 9.0%
12 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$472.79万
VTI 加仓+$160.45万
NVDA 加仓+$143.28万
AVGO 加仓+$100.93万
VYM 加仓+$98.07万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$589.88万
DHR 减仓-$233.51万
AAPL 减仓-$105.07万
GOOG 减仓-$89.53万
ZTS 清仓-$89.11万
2026Q2 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 | $8,640.65万 | 9.01% | 298,613 | -3,631 | -1.2% | -$105.07万 | 减仓 |
| GOOG | ALPHABET CLASS C | $4,737.64万 | 4.94% | 134,085 | -2,534 | -1.9% | -$89.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,426.04万 | 4.61% | 118,654 | -1,668 | -1.4% | -$62.22万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3,752.05万 | 3.91% | 101,396 | 4,336 | 4.5% | $160.45万 | 加仓 |
| V | VISA INC | $3,538.64万 | 3.69% | 103,140 | -998 | -1.0% | -$34.24万 | 减仓 |
| AMZN | AMAZON INC | $3,320.99万 | 3.46% | 139,338 | -539 | -0.4% | -$12.85万 | 减仓 |
| QQQ | NASDAQ 100 ETF | $3,303.61万 | 3.44% | 44,862 | -218 | -0.5% | -$16.05万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL DIVIDEND ETF | $3,286.31万 | 3.43% | 334,655 | 809 | 0.2% | $7.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,901.64万 | 3.02% | 145,017 | 7,161 | 5.2% | $143.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,539.38万 | 2.65% | 77,579 | -1,579 | -2.0% | -$51.69万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,529.09万 | 2.64% | 106,884 | 1,506 | 1.4% | $35.63万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $2,349.63万 | 2.45% | 304,712 | 1,156 | 0.4% | $8.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $2,049.22万 | 2.14% | 40,953 | -762 | -1.8% | -$38.13万 | 减仓 |
| RTX | RTX CORPORATION COM | $1,444.24万 | 1.51% | 76,121 | -614 | -0.8% | -$11.65万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $1,360.94万 | 1.42% | 65,104 | -864 | -1.3% | -$18.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,358.61万 | 1.42% | 53,495 | -709 | -1.3% | -$18.01万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $1,337.25万 | 1.39% | 90,166 | 3,503 | 4.0% | $51.95万 | 加仓 |
| COST | COSTCO WHOLESALE | $1,331.15万 | 1.39% | 14,230 | -266 | -1.8% | -$24.88万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,268.94万 | 1.32% | 37,210 | 2,148 | 6.1% | $73.25万 | 加仓 |
| MCD | MCDONALDS CORP COM | $1,239.91万 | 1.29% | 45,870 | 1,214 | 2.7% | $32.82万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND ETF | $1,227.54万 | 1.28% | 77,678 | 6,206 | 8.7% | $98.07万 | 加仓 |
| NFLX | NETFLIX INC. COM | $1,160.79万 | 1.21% | 162,575 | 10,483 | 6.9% | $74.85万 | 加仓 |
| CVX | CHEVRON CORP | $1,094.55万 | 1.14% | 66,032 | -1,291 | -1.9% | -$21.40万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,066.24万 | 1.11% | 18,929 | 61 | 0.3% | $3.44万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1,043.34万 | 1.09% | 122,042 | 6,006 | 5.2% | $51.35万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $1,038.13万 | 1.08% | 46,578 | -146 | -0.3% | -$3.25万 | 减仓 |
| XLK | S&P TECHNOLOGY SECTOR ETF | $1,008.12万 | 1.05% | 52,914 | -1,045 | -1.9% | -$19.91万 | 减仓 |
| IGSB | ISHARES SHORT-TERM BOND ETF | $936.83万 | 0.98% | 178,750 | 10,930 | 6.5% | $57.28万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $936.19万 | 0.98% | 12,537 | 74 | 0.6% | $5.53万 | 加仓 |
| ABBV | ABBVIE INC | $916.11万 | 0.95% | 36,406 | 2,485 | 7.3% | $62.53万 | 加仓 |
| XLI | S&P INDUSTRIAL SECTOR ETF | $879.57万 | 0.92% | 47,485 | -1,278 | -2.6% | -$23.67万 | 减仓 |
| DE | DEERE & CO COM | $876.21万 | 0.91% | 13,813 | -167 | -1.2% | -$10.59万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $824.93万 | 0.86% | 26,202 | -235 | -0.9% | -$7.40万 | 减仓 |
| AMGN | AMGEN INC COM | $821.69万 | 0.86% | 22,691 | -170 | -0.7% | -$6.16万 | 减仓 |
| GOOGL | ALPHABET CLASS A | $768.77万 | 0.80% | 21,512 | -111 | -0.5% | -$3.97万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $762.99万 | 0.80% | 52,031 | -696 | -1.3% | -$10.21万 | 减仓 |
| AVGO | BROADCOM INC COM | $740.13万 | 0.77% | 19,593 | 2,672 | 15.8% | $100.93万 | 加仓 |
| PEP | PEPSICO INC | $725.99万 | 0.76% | 53,618 | -1,144 | -2.1% | -$15.49万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $663.93万 | 0.69% | 9,183 | 33 | 0.4% | $2.39万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $649.73万 | 0.68% | 16,338 | -741 | -4.3% | -$29.47万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $635.41万 | 0.66% | 20,198 | -68 | -0.3% | -$2.14万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $631.31万 | 0.66% | 14,632 | -1,283 | -8.1% | -$55.36万 | 减仓 |
| XLF | S&P FINANCIAL SECTOR ETF | $569.36万 | 0.59% | 106,204 | -4,924 | -4.4% | -$26.40万 | 减仓 |
| IJS | ISHARES SMALL CAP VALUE ETF | $552.71万 | 0.58% | 40,438 | 389 | 1.0% | $5.32万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $529.39万 | 0.55% | 27,792 | -12,259 | -30.6% | -$233.51万 | 减仓 |
| HD | HOME DEPOT INC COM | $521.77万 | 0.54% | 14,795 | -70 | -0.5% | -$2.47万 | 减仓 |
| LLY | ELI LILLY & CO COM | $520.00万 | 0.54% | 4,335 | 24 | 0.6% | $2.88万 | 加仓 |
| URI | UNITED RENTALS INC COM | $514.22万 | 0.54% | 4,539 | -15 | -0.3% | -$1.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $494.19万 | 0.52% | 9,857 | -1,048 | -9.6% | -$52.54万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $485.94万 | 0.51% | 11,214 | 15 | 0.1% | $6,500 | 加仓 |
| LOW | LOWES COS INC COM | $483.98万 | 0.50% | 21,950 | -351 | -1.6% | -$7.74万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $482.00万 | 0.50% | 47,167 | -1,708 | -3.5% | -$17.45万 | 减仓 |
| KO | COCA COLA CO COM | $478.43万 | 0.50% | 58,869 | -128 | -0.2% | -$1.04万 | 减仓 |
| LQD | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | $474.02万 | 0.49% | 43,460 | -2,553 | -5.5% | -$27.85万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $472.79万 | 0.49% | 34,581 | 34,581 | — | $472.79万 | 新建仓 |
| IAU | ISHARES GOLD ETF | $440.99万 | 0.46% | 58,401 | -4,960 | -7.8% | -$37.45万 | 减仓 |
| HYG | ISHARES HIGH YIELD CORPORATE BOND ETF | $418.88万 | 0.44% | 52,380 | 7,409 | 16.5% | $59.25万 | 加仓 |
| SPHQ | S&P 500 QUALITY ETF | $331.64万 | 0.35% | 36,808 | -1,238 | -3.3% | -$11.15万 | 减仓 |
| GLW | CORNING INC COM | $297.00万 | 0.31% | 11,627 | 125 | 1.1% | $3.19万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $280.24万 | 0.29% | 3,892 | 5 | 0.1% | $3,600 | 加仓 |
| YUM | YUM BRANDS INC COM | $280.17万 | 0.29% | 17,526 | -324 | -1.8% | -$5.18万 | 减仓 |
| TJX | TJX COS INC NEW COM | $270.90万 | 0.28% | 17,881 | 3 | 0.0% | $455 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $269.26万 | 0.28% | 12,655 | -920 | -6.8% | -$19.57万 | 减仓 |
| CAT | CATERPILLAR INC COM | $267.50万 | 0.28% | 2,512 | 26 | 1.0% | $2.77万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $264.13万 | 0.28% | 14,600 | -241 | -1.6% | -$4.36万 | 减仓 |
| BA | BOEING CO COM | $260.78万 | 0.27% | 12,047 | -195 | -1.6% | -$4.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $256.34万 | 0.27% | 21,971 | -1,134 | -4.9% | -$13.23万 | 减仓 |
| CME | CME GROUP INC COM | $253.25万 | 0.26% | 11,468 | -260 | -2.2% | -$5.74万 | 减仓 |
| XLE | S&P ENERGY SECTOR ETF | $240.65万 | 0.25% | 45,312 | -873 | -1.9% | -$4.64万 | 减仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $233.67万 | 0.24% | 79,915 | 4,825 | 6.4% | $14.11万 | 加仓 |
| CWB | SPDR CONVERTIBLE SECURITIES ETF | $227.38万 | 0.24% | 21,088 | -155 | -0.7% | -$1.67万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $208.70万 | 0.22% | 10,973 | -261 | -2.3% | -$4.96万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $208.36万 | 0.22% | 12,500 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $198.77万 | 0.21% | 16,008 | -256 | -1.6% | -$3.18万 | 减仓 |
| CASY | CASEYS GENERAL STORES | $195.52万 | 0.20% | 2,460 | 12 | 0.5% | $9,537 | 加仓 |
| PAYX | PAYCHEX INC COM | $195.02万 | 0.20% | 19,833 | -7,706 | -28.0% | -$75.77万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $191.11万 | 0.20% | 9,526 | -74 | -0.8% | -$1.48万 | 减仓 |
| INTC | INTEL CORP COM | $184.33万 | 0.19% | 13,201 | 7 | 0.1% | $977 | 加仓 |
| DIS | WALT DISNEY CO | $179.96万 | 0.19% | 18,697 | -3,396 | -15.4% | -$32.69万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $171.50万 | 0.18% | 7,074 | -111 | -1.5% | -$2.69万 | 减仓 |
| APH | AMPHENOL CORP CL A | $169.66万 | 0.18% | 9,622 | -397 | -4.0% | -$7.00万 | 减仓 |
| TSLA | TESLA INC COM | $156.59万 | 0.16% | 3,723 | -120 | -3.1% | -$5.05万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $156.04万 | 0.16% | 16,107 | -520 | -3.1% | -$5.04万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $154.27万 | 0.16% | 26,774 | -315 | -1.2% | -$1.82万 | 减仓 |
| BND | VANGUARD TOTAL BOND ETF | $150.45万 | 0.16% | 20,495 | -2,300 | -10.1% | -$16.88万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $148.21万 | 0.15% | 6,801 | -103 | -1.5% | -$2.24万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $138.57万 | 0.14% | 5,420 | 35 | 0.6% | $8,948 | 加仓 |
| UNP | UNION PAC CORP COM | $135.63万 | 0.14% | 4,986 | -76 | -1.5% | -$2.07万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $134.04万 | 0.14% | 9,746 | 491 | 5.3% | $6.75万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $133.52万 | 0.14% | 1,944 | -4 | -0.2% | -$2,747 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $128.08万 | 0.13% | 14,115 | -1,169 | -7.6% | -$10.61万 | 减仓 |
| SO | SOUTHERN CO COM | $124.66万 | 0.13% | 13,025 | -215 | -1.6% | -$2.06万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $115.02万 | 0.12% | 4,560 | -50 | -1.1% | -$1.26万 | 减仓 |
| ADSK | AUTODESK INC COM | $114.65万 | 0.12% | 5,897 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $113.28万 | 0.12% | 3,075 | -159 | -4.9% | -$5.86万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $112.36万 | 0.12% | 12,802 | -143 | -1.1% | -$1.26万 | 减仓 |
| MTB | M & T BK CORP COM | $108.56万 | 0.11% | 4,561 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $108.04万 | 0.11% | 25,517 | -944 | -3.6% | -$4.00万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $107.26万 | 0.11% | 3,249 | -10 | -0.3% | -$3,301 | 减仓 |
| CSCO | CISCO SYS INC COM | $105.98万 | 0.11% | 9,023 | 63 | 0.7% | $7,400 | 加仓 |