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 |
|---|---|---|---|---|---|---|---|---|
| — | Calamos S&P 500 Structured ALT ETF (June) | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Calamos Nasdaq 100 Structured ALT ETF (June) | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | Astrazeneca Plc | $0 | 0.00% | 0 | -37 | -100.0% | -$6,846 | 清仓 |
| BNDX | Vanguard Total International Bond ETF | $0 | 0.00% | 0 | -26 | -100.0% | -$1,256 | 清仓 |
| ALLY | Ally Financial Inc | $0 | 0.00% | 0 | -25 | -100.0% | -$1,132 | 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 |
| — | GCI Liberty Inc | $0 | 0.00% | 0 | -3,520 | -100.0% | — | 清仓 |
| — | Alpha Healthcare Acquisition Corp | $10 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EFX | Equifax Inc | $18 | 0.00% | 0 | 0 | — | — | 清仓 |
| FDX | Fedex Corporation | $18 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | Lucid Group | $66 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $101 | 0.00% | 0 | 0 | — | -$86 | 清仓 |
| TD | Toronto Dominion Bank | $186 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WAB | Wabtec | $251 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | Aib Group Plc Ordf | $416 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | GrabAGun Digital Holdings Inc | $451 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | Core AI Holdings Inc . COM NPV | $515 | 0.00% | 510 | 510 | — | $515 | 新建仓 |
| CELH | Celsius Holdings Inc | $532 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| QBTS | D-Wave Quantum Inc. COM USD0.0001 | $591 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc | $752 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VAC | Marriott Vacations Worldwide Corp | $856 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VVX | V2X Inc COM USD0.01 | $890 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DJT | Trump Media and Technology | $918 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| F | Ford Motor Company | $1,084 | 0.00% | 93 | 1 | 1.1% | $12 | 加仓 |
| BND | Vanguard Aggregate Bond ETF | $1,104 | 0.00% | 15 | -41 | -73.2% | -$3,018 | 减仓 |
| VTR | Ventas Inc | $1,185 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Co | $1,317 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FDS | Factset Research Sys | $1,325 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TGT | Target Corp | $1,537 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | Belgravia Hartford Capital Inc | $1,579 | 0.00% | 89,766 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market ETF | $1,651 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MBC | MasterBrand Inc | $1,662 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FITB | Fifth Third Bancorp | $1,716 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NCLH | Norwegian Cruise Line | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EFA | Ishares MSCI EAFE | $2,024 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | Cochlear Ltd | $2,065 | 0.00% | 35 | -35 | -50.0% | -$2,065 | 减仓 |
| PAYX | Paychex Inc | $2,114 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GWW | Ww Grainger Inc | $2,205 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TTD | The Trade Desk Inc | $2,269 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AGNT | eXp World Holdings Inc | $2,313 | 0.00% | 386 | 3 | 0.8% | $18 | 加仓 |
| HST | Host Hotels & Resorts | $2,337 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb | $2,396 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MCD | Mc Donalds Corp | $2,559 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SPGI | S & P Global Inc | $2,577 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | Globalstar Inc | $2,590 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NEE | Nextera Energy Inc | $2,602 | 0.00% | 28 | 1 | 3.7% | $93 | 加仓 |
| CCL | Carnival Corp New | $2,768 | 0.00% | 106 | -50 | -32.1% | -$1,306 | 减仓 |
| ACN | Accenture Ltd | $2,776 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IOO | iShares Global 100 ETF | $2,782 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | The Smarter Web Company | $2,936 | 0.00% | 7,936 | 0 | 0.0% | — | 不变 |
| GDOT | Green Dot Corp | $2,962 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock Inc | $2,978 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FNB | F N B Corporation | $3,176 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| AMN | AMN Healthcare Services | $3,209 | 0.00% | 175 | 100 | 133.3% | $1,834 | 加仓 |
| NSC | Norfolk Southern | $3,235 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DG | Dollar Gen Corp | $3,362 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works | $3,490 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GPN | Global Payments Inc | $3,762 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| GM | General Motors Corp | $3,938 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CB | Chubb Corporation | $3,962 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XLK | SPDR Technology Selector ETF | $3,987 | 0.00% | 30 | 30 | — | $3,987 | 新建仓 |
| COST | Costco Whsl Corp New | $4,011 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GEHC | GE Healthcare Technologies | $4,270 | 0.00% | 60 | 60 | — | $4,270 | 新建仓 |
| CERS | Cerus Corp | $4,449 | 0.00% | 2,445 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Inc | $4,508 | 0.00% | 41 | 1 | 2.5% | $110 | 加仓 |
| VMBS | Vanguard Mortgage Backed | $4,741 | 0.00% | 101 | 101 | — | $4,741 | 新建仓 |
| CMG | Chipotle Mexican Grlll | $4,801 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Inc | $4,961 | 0.00% | 9 | -40 | -81.6% | -$2.20万 | 减仓 |
| PYPL | Paypal Holdings Inco | $5,002 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| PDBC | Invesco Optm Yd Dvrs Cdty Stra No K1 ETF | $5,057 | 0.00% | 292 | 292 | — | $5,057 | 新建仓 |
| ADP | Automatic Data | $5,544 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GIS | General Mills Inc | $5,912 | 0.00% | 158 | 2 | 1.3% | $75 | 加仓 |
| SO | Southern Co | $6,139 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VKTX | Viking Therapeutics Inc | $6,508 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HGER | Harbor Commodity All-Weather StrategyETF | $6,760 | 0.00% | 218 | 218 | — | $6,760 | 新建仓 |
| BUD | Anheuser-Busch Cos | $6,937 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EAT | Brinker International Inc | $7,336 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value ETF | $8,577 | 0.00% | 43 | 35 | 437.5% | $6,981 | 加仓 |
| LHX | L3Harris Technologies | $8,658 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $8,670 | 0.00% | 72 | 1 | 1.4% | $120 | 加仓 |
| FCCO | First Community Corp S C | $8,721 | 0.00% | 298 | 2 | 0.7% | $59 | 加仓 |
| — | Fuji Photo Film Ltd | $9,034 | 0.00% | 948 | 0 | 0.0% | — | 不变 |
| EMB | iShares JP Morgan USD Em Mkts Bd ETF | $9,674 | 0.00% | 103 | 103 | — | $9,674 | 新建仓 |
| UPS | United Parcel Service B | $9,729 | 0.00% | 98 | 1 | 1.0% | $99 | 加仓 |
| PATH | UiPath Inc | $9,756 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| NSRGY | Nestle SA (ADR) | $9,910 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USHY | Ishares Broad Usd Hg Yld | $9,946 | 0.00% | 270 | 270 | — | $9,946 | 新建仓 |
| DIS | Disney Walt Company | $1.09万 | 0.00% | 112 | 1 | 0.9% | $97 | 加仓 |
| DLTR | Dollar Tree Inc | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical | $1.11万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IEMG | IShares Core MSCI Emerging Markets | $1.11万 | 0.00% | 159 | 159 | — | $1.11万 | 新建仓 |
| SMCI | Super Micro Computer Inc | $1.14万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XXI | Twenty One Capital Inc | $1.14万 | 0.00% | 1,787 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total International Stock ETF | $1.18万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| — | Metaplanet Inc. NPV | $1.18万 | 0.00% | 6,381 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $1.20万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial Group | $1.25万 | 0.00% | 139 | 2 | 1.5% | $180 | 加仓 |
| GSLC | Goldman Sachs ActiveBeta US LgCp Eq ETF | $1.33万 | 0.00% | 106 | 106 | — | $1.33万 | 新建仓 |