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 |
|---|---|---|---|---|---|---|---|---|
| EAT | Brinker International Inc | $8,632 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| XXI | Twenty One Capital Inc | $8,845 | 0.00% | 1,787 | 0 | 0.0% | — | 不变 |
| AMN | AMN Healthcare Services | $8,901 | 0.00% | 275 | 100 | 57.1% | $3,237 | 加仓 |
| MSCI | Msci Inc | $8,989 | 0.00% | 16 | 16 | — | $8,989 | 新建仓 |
| — | Liberty Media Corp | $9,038 | 0.00% | 95 | 95 | — | $9,038 | 新建仓 |
| H | Realogy Corporation | $9,311 | 0.00% | 48 | 48 | — | $9,311 | 新建仓 |
| MRK | Merck & Co Inc | $9,329 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical | $9,544 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PATH | UiPath Inc | $9,554 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| FCCO | First Community Corp S C | $9,803 | 0.00% | 299 | 1 | 0.3% | $33 | 加仓 |
| SCHP | Schwab Treasury Inflation Protected Bond ETF | $9,979 | 0.00% | 376 | 376 | — | $9,979 | 新建仓 |
| EPOL | iShares MSCI Poland ETF | $1.01万 | 0.00% | 260 | 260 | — | $1.01万 | 新建仓 |
| — | Fuji Photo Film Ltd | $1.01万 | 0.00% | 948 | 0 | 0.0% | — | 不变 |
| NSRGY | Nestle SA (ADR) | $1.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UPS | United Parcel Service B | $1.08万 | 0.00% | 100 | 2 | 2.0% | $216 | 加仓 |
| DIS | Disney Walt Company | $1.08万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value ETF | $1.14万 | 0.00% | 52 | 9 | 20.9% | $1,968 | 加仓 |
| ENTG | Entegris Inc | $1.17万 | 0.00% | 65 | 65 | — | $1.17万 | 新建仓 |
| MKL | Markel Corp Com | $1.17万 | 0.00% | 6 | 6 | — | $1.17万 | 新建仓 |
| DLTR | Dollar Tree Inc | $1.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MDY | Mid Cap S P D R TRUST | $1.25万 | 0.00% | 17 | -8 | -32.0% | -$5,876 | 减仓 |
| BRO | Brown & Brown Inc | $1.28万 | 0.00% | 199 | 199 | — | $1.28万 | 新建仓 |
| VXUS | Vanguard Total International Stock ETF | $1.32万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| — | Brookfield Infrastructure | $1.32万 | 0.00% | 342 | 342 | — | $1.32万 | 新建仓 |
| SMR | NuScale Power Corp Class A | $1.36万 | 0.00% | 1,358 | 0 | 0.0% | — | 不变 |
| SMCI | Super Micro Computer Inc | $1.47万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VYMI | Vanguard International High Yield Dividend Index | $1.50万 | 0.00% | 153 | 2 | 1.3% | $196 | 加仓 |
| PFG | Principal Financial Group | $1.51万 | 0.00% | 140 | 1 | 0.7% | $108 | 加仓 |
| MLM | Martin Marietta Matrls | $1.56万 | 0.00% | 27 | 27 | — | $1.56万 | 新建仓 |
| — | Nestle SA | $1.64万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| — | C B Richard Ellis Group | $1.67万 | 0.01% | 124 | 124 | — | $1.67万 | 新建仓 |
| KKR | Kkr & Co Lp Lp | $1.67万 | 0.01% | 182 | 182 | — | $1.67万 | 新建仓 |
| RING | iShares MSCI Global Gold Miners ETF | $1.69万 | 0.01% | 261 | 261 | — | $1.69万 | 新建仓 |
| GILD | Gilead Sciences Inc | $1.75万 | 0.01% | 138 | 1 | 0.7% | $127 | 加仓 |
| XLI | Sector SPDR Industrials | $1.80万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| EXK | Endeavour Silver Corp | $1.84万 | 0.01% | 2,222 | 0 | 0.0% | — | 不变 |
| PAAS | Pan American Silver Corp | $1.86万 | 0.01% | 416 | 0 | 0.0% | — | 不变 |
| UBSI | United Bankshrs Inc | $1.89万 | 0.01% | 412 | 3 | 0.7% | $138 | 加仓 |
| HLT | Hilton Worldwide Holdings Inc | $1.92万 | 0.01% | 58 | 58 | — | $1.92万 | 新建仓 |
| — | Calamos S&P 500 Structured ALT ETF (February) | $2.03万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Foods | $2.05万 | 0.01% | 116 | 1 | 0.9% | $176 | 加仓 |
| WPM | Wheaton Precious Metals Corp | $2.07万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| ORLY | O Reilly Automotive | $2.13万 | 0.01% | 231 | 231 | — | $2.13万 | 新建仓 |
| XLY | Sector SPDR Consumer Discretionary | $2.13万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| AG | First Majestic Silver Corp | $2.26万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| BN | Brookfield Asset Mgm | $2.31万 | 0.01% | 543 | 543 | — | $2.31万 | 新建仓 |
| — | Calamos Bitcoin Structred ALT ETF (October) | $2.37万 | 0.01% | 968 | 24 | 2.5% | $588 | 加仓 |
| VMC | Vulcan Materials Co | $2.45万 | 0.01% | 83 | 83 | — | $2.45万 | 新建仓 |
| VOO | Vanguard 500 Index Fund ETF Class | $2.46万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| — | Silvercorp Metals Inc | $2.47万 | 0.01% | 2,448 | 0 | 0.0% | — | 不变 |
| SON | Sonoco Products Co | $2.49万 | 0.01% | 441 | 5 | 1.1% | $282 | 加仓 |
| — | Calamos S&P 500 Structured ALT ETF (June) | $2.50万 | 0.01% | 905 | -3,361 | -78.8% | -$9.29万 | 重新持有 |
| NUE | Nucor Corp Com | $2.50万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| TDG | Transdigm Group Inc | $2.53万 | 0.01% | 19 | 19 | — | $2.53万 | 新建仓 |
| HEI/A | Heico Corp | $2.55万 | 0.01% | 99 | 99 | — | $2.55万 | 新建仓 |
| FNV | Franco Nevada Corp | $2.61万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| PSX | Phillips | $2.61万 | 0.01% | 154 | 1 | 0.7% | $170 | 加仓 |
| LYV | Live Nation Inc | $2.64万 | 0.01% | 144 | 144 | — | $2.64万 | 新建仓 |
| GD | General Dynamics Corp | $2.70万 | 0.01% | 76 | 1 | 1.3% | $355 | 加仓 |
| IVV | iShares S&P 500 Index | $2.78万 | 0.01% | 37 | -76 | -67.3% | -$5.71万 | 减仓 |
| KVUE | Kenvue Inc | $2.86万 | 0.01% | 1,495 | 17 | 1.2% | $325 | 加仓 |
| LMT | Lockheed Martin | $2.95万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corp | $2.99万 | 0.01% | 95 | 1 | 1.1% | $315 | 加仓 |
| MA | Mastercard Inc Cl A | $3.05万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris Intl Inc | $3.08万 | 0.01% | 170 | 2 | 1.2% | $363 | 加仓 |
| HD | Home Depot Inc | $3.14万 | 0.01% | 89 | 1 | 1.1% | $353 | 加仓 |
| FTLS | First Trust Long/Short Equity ETF | $3.17万 | 0.01% | 429 | 29 | 7.2% | $2,141 | 加仓 |
| SYY | Sysco Corp Com | $3.39万 | 0.01% | 406 | 3 | 0.7% | $251 | 加仓 |
| GEV | GE Vernova LLC | $3.41万 | 0.01% | 29 | 6 | 26.1% | $7,056 | 加仓 |
| — | Calamos Russell 2000 Structured ALT ETF (April) | $3.66万 | 0.01% | 1,325 | 1,325 | — | $3.66万 | 新建仓 |
| INTC | Intel Corp | $3.80万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| — | Eldorado Gold Corp New | $3.89万 | 0.01% | 1,252 | 0 | 0.0% | — | 不变 |
| CAVA | Cava Group Inc | $3.92万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power | $3.98万 | 0.01% | 291 | 3 | 1.0% | $411 | 加仓 |
| MNKD | MannKind Corp | $4.03万 | 0.01% | 9,460 | -1,000 | -9.6% | -$4,260 | 减仓 |
| — | Calamos Nasdaq 100 Structured ALT ETF (June) | $4.10万 | 0.01% | 1,484 | -2,008 | -57.5% | -$5.55万 | 重新持有 |
| NEO | NeoGenomics Inc | $4.12万 | 0.01% | 2,821 | 0 | 0.0% | — | 不变 |
| JBHT | JB Hunt Transport Services Inc | $4.14万 | 0.01% | 143 | -74 | -34.1% | -$2.14万 | 减仓 |
| PTLC | Pacer Trendpilo US Large Cap ETF | $4.39万 | 0.01% | 753 | 0 | 0.0% | — | 不变 |
| IBIT | iShares Bitcoin Trust ETF | $4.40万 | 0.01% | 1,321 | 26 | 2.0% | $866 | 加仓 |
| SLV | iShares Silver Trust ETF | $4.45万 | 0.01% | 833 | 0 | 0.0% | — | 不变 |
| — | Calamos Russell 2000 Structured ALT ETF (October) | $4.51万 | 0.01% | 1,600 | -1,975 | -55.2% | -$5.56万 | 减仓 |
| SPHQ | Invesco S&P 500 Quality ETF | $4.53万 | 0.01% | 503 | 2 | 0.4% | $180 | 加仓 |
| MDT | Medtronic Inc | $4.58万 | 0.01% | 585 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products Partners LP | $4.62万 | 0.01% | 1,258 | 18 | 1.5% | $662 | 加仓 |
| — | Calamos S&P 500 Structured ALT ETF (July) | $4.64万 | 0.01% | 1,678 | 0 | 0.0% | — | 不变 |
| GE | General Electric Co | $4.68万 | 0.01% | 125 | 28 | 28.9% | $1.05万 | 加仓 |
| CSX | CSX Corporation | $4.86万 | 0.02% | 1,022 | 3 | 0.3% | $143 | 加仓 |
| MSTR | Microstrategy Inc A New | $4.89万 | 0.02% | 562 | 0 | 0.0% | — | 不变 |
| — | Kinross Gold Corp | $4.92万 | 0.02% | 2,085 | 0 | 0.0% | — | 不变 |
| IBDU | iShares Corporate iBonds Decemeber 2029 | $4.96万 | 0.02% | 2,140 | 25 | 1.2% | $579 | 加仓 |
| MMM | 3M Company | $5.11万 | 0.02% | 315 | 1 | 0.3% | $162 | 加仓 |
| IBDT | iShares Corporate iBonds Decemeber 2028 | $5.14万 | 0.02% | 2,037 | 23 | 1.1% | $581 | 加仓 |
| IBDS | iShares Corporate iBonds Decemeber 2027 | $5.16万 | 0.02% | 2,129 | -272 | -11.3% | -$6,590 | 减仓 |
| EMR | Emerson Electric Co | $5.21万 | 0.02% | 364 | 2 | 0.6% | $287 | 加仓 |
| IWM | iShares Russell 2000 Small Cap Index | $5.30万 | 0.02% | 176 | 1 | 0.6% | $301 | 加仓 |
| PEP | Pepsico Inc | $5.31万 | 0.02% | 392 | 4 | 1.0% | $542 | 加仓 |
| EW | Edwards LifeScience Corp | $5.43万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| IJK | iShares S&P 400 Mid Growth | $5.55万 | 0.02% | 472 | 0 | 0.0% | — | 不变 |
| CGAU | Centerra Gold Inc | $5.66万 | 0.02% | 3,569 | 0 | 0.0% | — | 不变 |