BURKETT FINANCIAL SERVICES, LLC
ROCK HILL SC · SEC CIK 0001762716
$3.20亿2026Q2 申报市值
264持仓数
83.8%前十大占比 · 第一大 17.1%
36 / 25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
JEMA 加仓+$2,213.23万
Calamos S&P Stru 加仓+$53.85万
VGIT 加仓+$22.44万
IJH 加仓+$7.43万
ISTB 加仓+$7.22万
2026Q2 卖出最多 按季末市值估算
EEMV 减仓-$2,173.18万
SCHG 减仓-$58.98万
LOAR 减仓-$56.43万
SCHD 减仓-$45.94万
VEA 减仓-$32.49万
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 |
|---|---|---|---|---|---|---|---|---|
| EELV | Invesco S&P Emerging Markets Low Vol ETF | $0 | 0.00% | 0 | -4,839 | -100.0% | -$13.59万 | 清仓 |
| — | Air Lease Corp Class A | $0 | 0.00% | 0 | -778 | -100.0% | -$5.05万 | 清仓 |
| — | Calamos S&P 500 Structured ALT ETF (March) | $0 | 0.00% | 0 | -1,177 | -100.0% | -$2.97万 | 清仓 |
| WELL | Welltower Inc Com | $0 | 0.00% | 0 | -147 | -100.0% | -$2.91万 | 清仓 |
| IUSB | iShares Core Total USD Bond Market ETF | $0 | 0.00% | 0 | -485 | -100.0% | -$2.24万 | 清仓 |
| AGG | IShares Barclays Aggregate Bond ETF | $0 | 0.00% | 0 | -212 | -100.0% | -$2.10万 | 清仓 |
| IEFA | Ishares Core Msci Eafe | $0 | 0.00% | 0 | -175 | -100.0% | -$1.58万 | 清仓 |
| GSLC | Goldman Sachs ActiveBeta US LgCp Eq ETF | $0 | 0.00% | 0 | -106 | -100.0% | -$1.33万 | 清仓 |
| IEMG | IShares Core MSCI Emerging Markets | $0 | 0.00% | 0 | -159 | -100.0% | -$1.11万 | 清仓 |
| USHY | Ishares Broad Usd Hg Yld | $0 | 0.00% | 0 | -270 | -100.0% | -$9,946 | 清仓 |
| EMB | iShares JP Morgan USD Em Mkts Bd ETF | $0 | 0.00% | 0 | -103 | -100.0% | -$9,674 | 清仓 |
| BUD | Anheuser-Busch Cos | $0 | 0.00% | 0 | -100 | -100.0% | -$6,937 | 清仓 |
| HGER | Harbor Commodity All-Weather StrategyETF | $0 | 0.00% | 0 | -218 | -100.0% | -$6,760 | 清仓 |
| PDBC | Invesco Optm Yd Dvrs Cdty Stra No K1 ETF | $0 | 0.00% | 0 | -292 | -100.0% | -$5,057 | 清仓 |
| VMBS | Vanguard Mortgage Backed | $0 | 0.00% | 0 | -101 | -100.0% | -$4,741 | 清仓 |
| XLK | SPDR Technology Selector ETF | $0 | 0.00% | 0 | -30 | -100.0% | -$3,987 | 清仓 |
| — | Globalstar Inc | $0 | 0.00% | 0 | -39 | -100.0% | -$2,590 | 清仓 |
| AGNT | eXp World Holdings Inc | $0 | 0.00% | 0 | -386 | -100.0% | -$2,313 | 清仓 |
| — | Cochlear Ltd | $0 | 0.00% | 0 | -35 | -100.0% | -$2,065 | 清仓 |
| VXF | Vanguard Extended Market ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$1,651 | 清仓 |
| — | Core AI Holdings Inc . COM NPV | $0 | 0.00% | 0 | -510 | -100.0% | -$515 | 清仓 |
| EFX | Equifax Inc | $0 | 0.00% | 0 | 0 | — | -$18 | 清仓 |
| — | Alpha Healthcare Acquisition Corp | $0 | 0.00% | 0 | -18 | -100.0% | -$10 | 清仓 |
| — | York Bancshares Inc | $0 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | A W G Ltd New | $0 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | Lehman Brothers Holdings Capital Trust III | $0 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| FDX | Fedex Corporation | $16 | 0.00% | 0 | 0 | — | -$18 | 清仓 |
| — | Lucid Group | $46 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $127 | 0.00% | 0 | 0 | — | -$101 | 清仓 |
| TD | Toronto Dominion Bank | $242 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GrabAGun Digital Holdings Inc | $342 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CELH | Celsius Holdings Inc | $439 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | Aib Group Plc Ordf | $469 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WAB | Wabtec | $541 | 0.00% | 2 | 1 | 100.0% | $270 | 加仓 |
| DJT | Trump Media and Technology | $766 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc | $867 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VVX | V2X Inc COM USD0.01 | $969 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| QBTS | D-Wave Quantum Inc. COM USD0.0001 | $983 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BND | Vanguard Aggregate Bond ETF | $1,108 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | Calamos Nasdaq 100 Structured ALT ETF (March) | $1,178 | 0.00% | 44 | -3,002 | -98.6% | -$8.04万 | 减仓 |
| VTR | Ventas Inc | $1,295 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| F | Ford Motor Company | $1,317 | 0.00% | 94 | 1 | 1.1% | $14 | 加仓 |
| VAC | Marriott Vacations Worldwide Corp | $1,351 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FDS | Factset Research Sys | $1,412 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Co | $1,425 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | Belgravia Hartford Capital Inc | $1,436 | 0.00% | 89,766 | 0 | 0.0% | — | 不变 |
| TGT | Target Corp | $1,671 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ACN | Accenture Ltd | $1,742 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TTD | The Trade Desk Inc | $1,808 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MBC | MasterBrand Inc | $2,058 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FITB | Fifth Third Bancorp | $2,099 | 0.00% | 37 | 1 | 2.8% | $57 | 加仓 |
| NCLH | Norwegian Cruise Line | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EFA | Ishares MSCI EAFE | $2,198 | 0.00% | 21 | 1 | 5.0% | $105 | 加仓 |
| MCD | Mc Donalds Corp | $2,240 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PAYX | Paychex Inc | $2,285 | 0.00% | 23 | 1 | 4.5% | $99 | 加仓 |
| BMY | Bristol-Myers Squibb | $2,300 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SPGI | S & P Global Inc | $2,473 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NEE | Nextera Energy Inc | $2,476 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | The Smarter Web Company | $2,618 | 0.00% | 7,936 | 0 | 0.0% | — | 不变 |
| GWW | Ww Grainger Inc | $2,755 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VRSK | Verisk Analytics Inc | $2,880 | 0.00% | 16 | 16 | — | $2,880 | 新建仓 |
| HST | Host Hotels & Resorts | $2,920 | 0.00% | 123 | 1 | 0.8% | $24 | 加仓 |
| — | Liberty Media Corp | $2,957 | 0.00% | 28 | 28 | — | $2,957 | 新建仓 |
| BLK | Blackrock Inc | $2,994 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CCL | Carnival Corp New | $3,055 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| IOO | iShares Global 100 ETF | $3,158 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MCO | Moodys Corp Com | $3,177 | 0.00% | 7 | 7 | — | $3,177 | 新建仓 |
| DG | Dollar Gen Corp | $3,274 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ACGL | Arch Cap Group Ltd | $3,397 | 0.00% | 35 | 35 | — | $3,397 | 新建仓 |
| NSC | Norfolk Southern | $3,561 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GDOT | Green Dot Corp | $3,566 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| FWONA | Liberty Media Corp | $3,589 | 0.00% | 41 | 41 | — | $3,589 | 新建仓 |
| ROST | Ross Stores Inc | $3,626 | 0.00% | 17 | 17 | — | $3,626 | 新建仓 |
| ITW | Illinois Tool Works | $3,648 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FNB | F N B Corporation | $3,650 | 0.00% | 191 | 1 | 0.5% | $19 | 加仓 |
| COST | Costco Whsl Corp New | $3,771 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GPN | Global Payments Inc | $4,071 | 0.00% | 56 | 1 | 1.8% | $73 | 加仓 |
| GM | General Motors Corp | $4,084 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CB | Chubb Corporation | $4,155 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GEHC | GE Healthcare Technologies | $4,418 | 0.00% | 69 | 9 | 15.0% | $576 | 加仓 |
| PYPL | Paypal Holdings Inco | $4,791 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Inc | $4,844 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $4,937 | 0.00% | 205 | -1,370 | -87.0% | -$3.30万 | 减仓 |
| CMG | Chipotle Mexican Grlll | $5,100 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IDXX | Idexx Labs Inc | $5,264 | 0.00% | 10 | 10 | — | $5,264 | 新建仓 |
| AME | AMETEK Inc | $5,330 | 0.00% | 22 | 22 | — | $5,330 | 新建仓 |
| ARES | Ares Management Corp | $5,408 | 0.00% | 48 | 48 | — | $5,408 | 新建仓 |
| GIS | General Mills Inc | $5,623 | 0.00% | 161 | 3 | 1.9% | $105 | 加仓 |
| — | Big Pharma Split Corp Class A | $5,632 | 0.00% | 158 | 158 | — | $5,632 | 新建仓 |
| SO | Southern Co | $6,138 | 0.00% | 64 | 1 | 1.6% | $96 | 加仓 |
| ADP | Automatic Data | $6,163 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Inc | $6,508 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FAST | Fastenal Co | $6,567 | 0.00% | 136 | 136 | — | $6,567 | 新建仓 |
| CERS | Cerus Corp | $7,139 | 0.00% | 2,445 | 0 | 0.0% | — | 不变 |
| LHX | L3Harris Technologies | $7,321 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BAM | Brookfield Asset Management Inc | $7,445 | 0.00% | 166 | 166 | — | $7,445 | 新建仓 |
| ROP | Roper Technologies | $7,782 | 0.00% | 23 | 23 | — | $7,782 | 新建仓 |
| VKTX | Viking Therapeutics Inc | $7,802 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | Metaplanet Inc. NPV | $7,849 | 0.00% | 6,381 | 0 | 0.0% | — | 不变 |
| LEN | Lennar Corp | $7,916 | 0.00% | 87 | 87 | — | $7,916 | 新建仓 |