BURKETT FINANCIAL SERVICES, LLC
ROCK HILL SC · SEC CIK 0001762716
$2.92亿2026Q1 申报市值
248持仓数
83.1%前十大占比 · 第一大 18.1%
17 / 7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
SCHG 加仓+$95.84万
VGIT 加仓+$55.80万
Calamos S&P Stru 加仓+$54.08万
VT 加仓+$15.67万
EEMV 加仓+$11.61万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$51.29万
T 减仓-$47.54万
DBEF 减仓-$26.99万
SCHF 减仓-$22.30万
SCHV 减仓-$19.23万
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 |
|---|---|---|---|---|---|---|---|---|
| VYMI | Vanguard International High Yield Dividend Index | $1.42万 | 0.00% | 151 | 151 | — | $1.42万 | 新建仓 |
| SMR | NuScale Power Corp Class A | $1.47万 | 0.01% | 1,358 | 300 | 28.4% | $3,252 | 加仓 |
| XLI | Sector SPDR Industrials | $1.57万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| — | Nestle SA | $1.57万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| IEFA | Ishares Core Msci Eafe | $1.58万 | 0.01% | 175 | 175 | — | $1.58万 | 新建仓 |
| MDY | Mid Cap S P D R TRUST | $1.58万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| UBSI | United Bankshrs Inc | $1.70万 | 0.01% | 409 | 4 | 1.0% | $166 | 加仓 |
| NUE | Nucor Corp Com | $1.89万 | 0.01% | 112 | 1 | 0.9% | $169 | 加仓 |
| GILD | Gilead Sciences Inc | $1.92万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| XLY | Sector SPDR Consumer Discretionary | $1.98万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| — | Calamos S&P 500 Structured ALT ETF (February) | $1.98万 | 0.01% | 775 | 775 | — | $1.98万 | 新建仓 |
| GEV | GE Vernova LLC | $2.01万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| EXK | Endeavour Silver Corp | $2.07万 | 0.01% | 2,222 | 0 | 0.0% | — | 不变 |
| NEO | NeoGenomics Inc | $2.09万 | 0.01% | 2,821 | 0 | 0.0% | — | 不变 |
| AGG | IShares Barclays Aggregate Bond ETF | $2.10万 | 0.01% | 212 | 212 | — | $2.10万 | 新建仓 |
| VOO | Vanguard 500 Index Fund ETF Class | $2.13万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| IUSB | iShares Core Total USD Bond Market ETF | $2.24万 | 0.01% | 485 | 485 | — | $2.24万 | 新建仓 |
| PAAS | Pan American Silver Corp | $2.27万 | 0.01% | 416 | 0 | 0.0% | — | 不变 |
| — | Calamos Bitcoin Structred ALT ETF (October) | $2.30万 | 0.01% | 944 | 500 | 112.6% | $1.22万 | 加仓 |
| SON | Sonoco Products Co | $2.36万 | 0.01% | 436 | 4 | 0.9% | $217 | 加仓 |
| HSY | Hershey Foods | $2.41万 | 0.01% | 115 | 1 | 0.9% | $209 | 加仓 |
| WPM | Wheaton Precious Metals Corp | $2.41万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| KVUE | Kenvue Inc | $2.55万 | 0.01% | 1,478 | -255 | -14.7% | -$4,397 | 减仓 |
| MNKD | MannKind Corp | $2.56万 | 0.01% | 10,460 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp | $2.60万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| — | Silvercorp Metals Inc | $2.63万 | 0.01% | 2,448 | 0 | 0.0% | — | 不变 |
| GE | General Electric Co | $2.78万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris Intl Inc | $2.79万 | 0.01% | 168 | 1 | 0.6% | $166 | 加仓 |
| PSX | Phillips | $2.80万 | 0.01% | 153 | 1 | 0.7% | $183 | 加仓 |
| FTLS | First Trust Long/Short Equity ETF | $2.81万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| AG | First Majestic Silver Corp | $2.86万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp Com | $2.88万 | 0.01% | 403 | 3 | 0.8% | $214 | 加仓 |
| HD | Home Depot Inc | $2.91万 | 0.01% | 88 | -12 | -12.0% | -$3,967 | 减仓 |
| WELL | Welltower Inc Com | $2.91万 | 0.01% | 147 | 1 | 0.7% | $198 | 加仓 |
| MA | Mastercard Inc Cl A | $2.97万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| — | Calamos S&P 500 Structured ALT ETF (March) | $2.97万 | 0.01% | 1,177 | 1,177 | — | $2.97万 | 新建仓 |
| FNV | Franco Nevada Corp | $3.09万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corp | $3.12万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin | $3.48万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| SPHQ | Invesco S&P 500 Quality ETF | $3.77万 | 0.01% | 501 | 1 | 0.2% | $75 | 加仓 |
| AEP | American Electric Power | $3.79万 | 0.01% | 288 | 2 | 0.7% | $263 | 加仓 |
| PTLC | Pacer Trendpilo US Large Cap ETF | $3.95万 | 0.01% | 753 | 0 | 0.0% | — | 不变 |
| CAVA | Cava Group Inc | $4.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corporation | $4.18万 | 0.01% | 1,019 | 4 | 0.4% | $164 | 加仓 |
| — | Eldorado Gold Corp New | $4.30万 | 0.01% | 1,252 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 Small Cap Index | $4.36万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $4.37万 | 0.01% | 902 | 784 | 664.4% | $3.80万 | 加仓 |
| JEMA | JP Morgan Active Emerging Market | $4.40万 | 0.02% | 845 | 845 | — | $4.40万 | 新建仓 |
| PFE | Pfizer Inc | $4.42万 | 0.02% | 1,575 | 40 | 2.6% | $1,124 | 加仓 |
| — | Calamos S&P 500 Structured ALT ETF (July) | $4.51万 | 0.02% | 1,678 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $4.56万 | 0.02% | 314 | 2 | 0.6% | $290 | 加仓 |
| JBHT | JB Hunt Transport Services Inc | $4.61万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products Partners LP | $4.69万 | 0.02% | 1,240 | 18 | 1.5% | $681 | 加仓 |
| IJK | iShares S&P 400 Mid Growth | $4.75万 | 0.02% | 472 | 1 | 0.2% | $101 | 加仓 |
| EMR | Emerson Electric Co | $4.75万 | 0.02% | 362 | 1 | 0.3% | $131 | 加仓 |
| EW | Edwards LifeScience Corp | $4.80万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| IBDU | iShares Corporate iBonds Decemeber 2029 | $4.92万 | 0.02% | 2,115 | 15 | 0.7% | $349 | 加仓 |
| ABBV | Abbvie Inc | $4.93万 | 0.02% | 226 | 1 | 0.4% | $218 | 加仓 |
| IBIT | iShares Bitcoin Trust ETF | $4.98万 | 0.02% | 1,295 | 0 | 0.0% | — | 不变 |
| FV | First Dorsey Wrightfocus 5 | $4.99万 | 0.02% | 825 | 0 | 0.0% | — | 不变 |
| — | Air Lease Corp Class A | $5.05万 | 0.02% | 778 | 153 | 24.5% | $9,941 | 加仓 |
| MDT | Medtronic Inc | $5.07万 | 0.02% | 585 | 150 | 34.5% | $1.30万 | 加仓 |
| IBDT | iShares Corporate iBonds Decemeber 2028 | $5.10万 | 0.02% | 2,014 | 14 | 0.7% | $355 | 加仓 |
| SLV | iShares Silver Trust ETF | $5.68万 | 0.02% | 833 | 0 | 0.0% | — | 不变 |
| IBDR | iShares Corporate iBonds Decemeber 2026 | $5.72万 | 0.02% | 2,359 | 15 | 0.6% | $364 | 加仓 |
| SIGI | Selective Ins Group | $5.77万 | 0.02% | 765 | 4 | 0.5% | $302 | 加仓 |
| IBDS | iShares Corporate iBonds Decemeber 2027 | $5.82万 | 0.02% | 2,401 | -99 | -4.0% | -$2,400 | 减仓 |
| TFC | Truist Finl Corporation | $5.89万 | 0.02% | 1,281 | 13 | 1.0% | $598 | 加仓 |
| BA | Boeing Company | $5.99万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Inc | $6.03万 | 0.02% | 388 | 8 | 2.1% | $1,243 | 加仓 |
| SSRM | SSR Mining Inc | $6.07万 | 0.02% | 2,065 | 0 | 0.0% | — | 不变 |
| CGAU | Centerra Gold Inc | $6.35万 | 0.02% | 3,569 | 0 | 0.0% | — | 不变 |
| — | Kinross Gold Corp | $6.36万 | 0.02% | 2,085 | 0 | 0.0% | — | 不变 |
| XEL | Xcel Energy Inc | $6.55万 | 0.02% | 825 | 7 | 0.9% | $556 | 加仓 |
| IJJ | iShares S&P 400 Mid Value | $6.78万 | 0.02% | 511 | 2 | 0.4% | $265 | 加仓 |
| MSTR | Microstrategy Inc A New | $7.01万 | 0.02% | 562 | 312 | 124.8% | $3.89万 | 加仓 |
| CEG | Constellation | $7.32万 | 0.03% | 262 | 1 | 0.4% | $279 | 加仓 |
| ENB | Enbridge Inc | $7.37万 | 0.03% | 1,362 | 0 | 0.0% | — | 不变 |
| IVV | iShares S&P 500 Index | $7.38万 | 0.03% | 113 | 77 | 213.9% | $5.03万 | 加仓 |
| — | Calamos Nasdaq 100 Structured ALT ETF (March) | $7.94万 | 0.03% | 3,046 | 3,002 | 6,822.7% | $7.82万 | 加仓 |
| SCZ | iShares MSCE EAFA Small Cap ETF | $8.69万 | 0.03% | 1,107 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap Blend ETF | $8.96万 | 0.03% | 342 | 21 | 6.5% | $5,505 | 加仓 |
| V | VISA | $9.18万 | 0.03% | 303 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $9.23万 | 0.03% | 130 | 25 | 23.8% | $1.78万 | 加仓 |
| — | Calamos Russell 2000 Structured ALT ETF (October) | $9.71万 | 0.03% | 3,575 | 0 | 0.0% | — | 不变 |
| — | Calamos Nasdaq 100 Structured ALT ETF (September) | $10.19万 | 0.03% | 3,750 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $10.48万 | 0.04% | 143 | 0 | 0.0% | — | 不变 |
| — | Calamos S&P 500 Structured ALT ETF (November) | $10.65万 | 0.04% | 3,980 | 0 | 0.0% | — | 不变 |
| DTM | DT Midstream Inc | $10.81万 | 0.04% | 802 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machines | $10.83万 | 0.04% | 446 | 3 | 0.7% | $729 | 加仓 |
| IYW | iShares Dow Jones Technology Sector | $10.98万 | 0.04% | 605 | 1 | 0.2% | $181 | 加仓 |
| CEF | Sprott Physical Gold and Silver Trust | $11.89万 | 0.04% | 2,491 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Labs Com | $12.11万 | 0.04% | 1,179 | 7 | 0.6% | $719 | 加仓 |
| CSCO | Cisco Systems Inc | $12.43万 | 0.04% | 1,601 | 9 | 0.6% | $699 | 加仓 |
| CVX | Chevron Corporation | $12.66万 | 0.04% | 611 | 102 | 20.0% | $2.11万 | 加仓 |
| EELV | Invesco S&P Emerging Markets Low Vol ETF | $13.59万 | 0.05% | 4,839 | -3,031 | -38.5% | -$8.51万 | 减仓 |
| MO | Altria Group Inc Com | $14.56万 | 0.05% | 2,206 | 40 | 1.8% | $2,640 | 加仓 |
| CRM | Salesforce Com | $15.02万 | 0.05% | 804 | -43 | -5.1% | -$8,033 | 减仓 |
| IAU | Ishares Gold TRUST | $15.25万 | 0.05% | 1,730 | -190 | -9.9% | -$1.68万 | 减仓 |
| GLD | Spdr Gold TRUST | $15.32万 | 0.05% | 356 | 0 | 0.0% | — | 不变 |