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 |
|---|---|---|---|---|---|---|---|---|
| IBDU | iShares Corporate iBonds Decemeber 2029 | $4.92万 | 0.02% | 2,115 | 15 | 0.7% | $349 | 加仓 |
| EW | Edwards LifeScience Corp | $4.80万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $4.75万 | 0.02% | 362 | 1 | 0.3% | $131 | 加仓 |
| IJK | iShares S&P 400 Mid Growth | $4.75万 | 0.02% | 472 | 1 | 0.2% | $101 | 加仓 |
| EPD | Enterprise Products Partners LP | $4.69万 | 0.02% | 1,240 | 18 | 1.5% | $681 | 加仓 |
| JBHT | JB Hunt Transport Services Inc | $4.61万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $4.56万 | 0.02% | 314 | 2 | 0.6% | $290 | 加仓 |
| — | Calamos S&P 500 Structured ALT ETF (July) | $4.51万 | 0.02% | 1,678 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $4.42万 | 0.02% | 1,575 | 40 | 2.6% | $1,124 | 加仓 |
| JEMA | JP Morgan Active Emerging Market | $4.40万 | 0.02% | 845 | 845 | — | $4.40万 | 新建仓 |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $4.37万 | 0.01% | 902 | 784 | 664.4% | $3.80万 | 加仓 |
| IWM | iShares Russell 2000 Small Cap Index | $4.36万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| — | Eldorado Gold Corp New | $4.30万 | 0.01% | 1,252 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corporation | $4.18万 | 0.01% | 1,019 | 4 | 0.4% | $164 | 加仓 |
| CAVA | Cava Group Inc | $4.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PTLC | Pacer Trendpilo US Large Cap ETF | $3.95万 | 0.01% | 753 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power | $3.79万 | 0.01% | 288 | 2 | 0.7% | $263 | 加仓 |
| SPHQ | Invesco S&P 500 Quality ETF | $3.77万 | 0.01% | 501 | 1 | 0.2% | $75 | 加仓 |
| LMT | Lockheed Martin | $3.48万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corp | $3.12万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| FNV | Franco Nevada Corp | $3.09万 | 0.01% | 125 | 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 |
| MA | Mastercard Inc Cl A | $2.97万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc Com | $2.91万 | 0.01% | 147 | 1 | 0.7% | $198 | 加仓 |
| HD | Home Depot Inc | $2.91万 | 0.01% | 88 | -12 | -12.0% | -$3,967 | 减仓 |
| SYY | Sysco Corp Com | $2.88万 | 0.01% | 403 | 3 | 0.8% | $214 | 加仓 |
| AG | First Majestic Silver Corp | $2.86万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| FTLS | First Trust Long/Short Equity ETF | $2.81万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| PSX | Phillips | $2.80万 | 0.01% | 153 | 1 | 0.7% | $183 | 加仓 |
| PM | Philip Morris Intl Inc | $2.79万 | 0.01% | 168 | 1 | 0.6% | $166 | 加仓 |
| GE | General Electric Co | $2.78万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| — | Silvercorp Metals Inc | $2.63万 | 0.01% | 2,448 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp | $2.60万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| MNKD | MannKind Corp | $2.56万 | 0.01% | 10,460 | 0 | 0.0% | — | 不变 |
| KVUE | Kenvue Inc | $2.55万 | 0.01% | 1,478 | -255 | -14.7% | -$4,397 | 减仓 |
| WPM | Wheaton Precious Metals Corp | $2.41万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Foods | $2.41万 | 0.01% | 115 | 1 | 0.9% | $209 | 加仓 |
| SON | Sonoco Products Co | $2.36万 | 0.01% | 436 | 4 | 0.9% | $217 | 加仓 |
| — | Calamos Bitcoin Structred ALT ETF (October) | $2.30万 | 0.01% | 944 | 500 | 112.6% | $1.22万 | 加仓 |
| PAAS | Pan American Silver Corp | $2.27万 | 0.01% | 416 | 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 |
| VOO | Vanguard 500 Index Fund ETF Class | $2.13万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| AGG | IShares Barclays Aggregate Bond ETF | $2.10万 | 0.01% | 212 | 212 | — | $2.10万 | 新建仓 |
| NEO | NeoGenomics Inc | $2.09万 | 0.01% | 2,821 | 0 | 0.0% | — | 不变 |
| EXK | Endeavour Silver Corp | $2.07万 | 0.01% | 2,222 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova LLC | $2.01万 | 0.01% | 23 | 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 |
| XLY | Sector SPDR Consumer Discretionary | $1.98万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $1.92万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| NUE | Nucor Corp Com | $1.89万 | 0.01% | 112 | 1 | 0.9% | $169 | 加仓 |
| UBSI | United Bankshrs Inc | $1.70万 | 0.01% | 409 | 4 | 1.0% | $166 | 加仓 |
| MDY | Mid Cap S P D R TRUST | $1.58万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| IEFA | Ishares Core Msci Eafe | $1.58万 | 0.01% | 175 | 175 | — | $1.58万 | 新建仓 |
| — | Nestle SA | $1.57万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| XLI | Sector SPDR Industrials | $1.57万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| SMR | NuScale Power Corp Class A | $1.47万 | 0.01% | 1,358 | 300 | 28.4% | $3,252 | 加仓 |
| VYMI | Vanguard International High Yield Dividend Index | $1.42万 | 0.00% | 151 | 151 | — | $1.42万 | 新建仓 |
| GSLC | Goldman Sachs ActiveBeta US LgCp Eq ETF | $1.33万 | 0.00% | 106 | 106 | — | $1.33万 | 新建仓 |
| PFG | Principal Financial Group | $1.25万 | 0.00% | 139 | 2 | 1.5% | $180 | 加仓 |
| INTC | Intel Corp | $1.20万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| — | Metaplanet Inc. NPV | $1.18万 | 0.00% | 6,381 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total International Stock ETF | $1.18万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| XXI | Twenty One Capital Inc | $1.14万 | 0.00% | 1,787 | 0 | 0.0% | — | 不变 |
| SMCI | Super Micro Computer Inc | $1.14万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IEMG | IShares Core MSCI Emerging Markets | $1.11万 | 0.00% | 159 | 159 | — | $1.11万 | 新建仓 |
| ISRG | Intuitive Surgical | $1.11万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DLTR | Dollar Tree Inc | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DIS | Disney Walt Company | $1.09万 | 0.00% | 112 | 1 | 0.9% | $97 | 加仓 |
| USHY | Ishares Broad Usd Hg Yld | $9,946 | 0.00% | 270 | 270 | — | $9,946 | 新建仓 |
| NSRGY | Nestle SA (ADR) | $9,910 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PATH | UiPath Inc | $9,756 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| UPS | United Parcel Service B | $9,729 | 0.00% | 98 | 1 | 1.0% | $99 | 加仓 |
| EMB | iShares JP Morgan USD Em Mkts Bd ETF | $9,674 | 0.00% | 103 | 103 | — | $9,674 | 新建仓 |
| — | Fuji Photo Film Ltd | $9,034 | 0.00% | 948 | 0 | 0.0% | — | 不变 |
| FCCO | First Community Corp S C | $8,721 | 0.00% | 298 | 2 | 0.7% | $59 | 加仓 |
| MRK | Merck & Co Inc | $8,670 | 0.00% | 72 | 1 | 1.4% | $120 | 加仓 |
| LHX | L3Harris Technologies | $8,658 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value ETF | $8,577 | 0.00% | 43 | 35 | 437.5% | $6,981 | 加仓 |
| EAT | Brinker International Inc | $7,336 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BUD | Anheuser-Busch Cos | $6,937 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HGER | Harbor Commodity All-Weather StrategyETF | $6,760 | 0.00% | 218 | 218 | — | $6,760 | 新建仓 |
| VKTX | Viking Therapeutics Inc | $6,508 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SO | Southern Co | $6,139 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| GIS | General Mills Inc | $5,912 | 0.00% | 158 | 2 | 1.3% | $75 | 加仓 |
| ADP | Automatic Data | $5,544 | 0.00% | 27 | 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 |
| PYPL | Paypal Holdings Inco | $5,002 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Inc | $4,961 | 0.00% | 9 | -40 | -81.6% | -$2.20万 | 减仓 |
| CMG | Chipotle Mexican Grlll | $4,801 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VMBS | Vanguard Mortgage Backed | $4,741 | 0.00% | 101 | 101 | — | $4,741 | 新建仓 |
| AFL | Aflac Inc | $4,508 | 0.00% | 41 | 1 | 2.5% | $110 | 加仓 |
| CERS | Cerus Corp | $4,449 | 0.00% | 2,445 | 0 | 0.0% | — | 不变 |
| GEHC | GE Healthcare Technologies | $4,270 | 0.00% | 60 | 60 | — | $4,270 | 新建仓 |
| COST | Costco Whsl Corp New | $4,011 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| XLK | SPDR Technology Selector ETF | $3,987 | 0.00% | 30 | 30 | — | $3,987 | 新建仓 |
| CB | Chubb Corporation | $3,962 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GM | General Motors Corp | $3,938 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| GPN | Global Payments Inc | $3,762 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works | $3,490 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DG | Dollar Gen Corp | $3,362 | 0.00% | 28 | 0 | 0.0% | — | 不变 |