Sunburst Financial Group, LLC
VESTAVIA HILLS AL · SEC CIK 0001800158
$6.17亿2026Q2 申报市值
134持仓数
62.7%前十大占比 · 第一大 10.6%
9 / 8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
AVEM 加仓+$375.50万
SCHB 加仓+$267.38万
IQLT 加仓+$257.57万
ACIO 加仓+$212.44万
IMCB 加仓+$203.13万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$61.45万
BR 清仓-$38.81万
NEE 清仓-$23.21万
GLD 清仓-$22.85万
NFLX 清仓-$22.49万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,622 | -100.0% | -$61.45万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -2,388 | -100.0% | -$38.81万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,499 | -100.0% | -$23.21万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -531 | -100.0% | -$22.85万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,339 | -100.0% | -$22.49万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.04万 | 清仓 |
| GLD | SPDR GOLD TR 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$4.30万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.84万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $12.30万 | 0.02% | 13,394 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $20.20万 | 0.03% | 1,469 | 1,469 | — | $20.20万 | 新建仓 |
| LOW | LOWES COS INC | $20.71万 | 0.03% | 939 | -191 | -16.9% | -$4.21万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.10万 | 0.03% | 2,553 | 6 | 0.2% | $496 | 加仓 |
| SHOP | SHOPIFY INC | $21.28万 | 0.03% | 1,864 | -197 | -9.6% | -$2.25万 | 减仓 |
| BAC | BANK OF AMER CORP | $22.07万 | 0.04% | 3,874 | 3,874 | — | $22.07万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.24万 | 0.04% | 628 | 6 | 1.0% | $2,124 | 加仓 |
| LIN | LINDE PLC | $22.31万 | 0.04% | 430 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $22.33万 | 0.04% | 524 | 524 | — | $22.33万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.42万 | 0.04% | 3,756 | -154 | -3.9% | -$9,193 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.83万 | 0.04% | 574 | 31 | 5.7% | $1.23万 | 加仓 |
| CSL | CARLISLE COS INC | $24.30万 | 0.04% | 670 | -105 | -13.5% | -$3.81万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $24.91万 | 0.04% | 744 | 744 | — | $24.91万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.30万 | 0.04% | 936 | 936 | — | $25.30万 | 新建仓 |
| FBK | FB FINL CORP | $25.46万 | 0.04% | 4,600 | 4,600 | — | $25.46万 | 新建仓 |
| MS | MORGAN STANLEY | $25.63万 | 0.04% | 1,226 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $25.71万 | 0.04% | 2,485 | -369 | -12.9% | -$3.82万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.20万 | 0.04% | 1,170 | 1 | 0.1% | $224 | 加仓 |
| AFL | AFLAC INC | $26.62万 | 0.04% | 2,271 | -438 | -16.2% | -$5.13万 | 减仓 |
| CPRT | COPART INC | $27.35万 | 0.04% | 9,703 | 993 | 11.4% | $2.80万 | 加仓 |
| IYH | ISHARES TR | $27.66万 | 0.04% | 4,128 | 2 | 0.0% | $134 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $27.83万 | 0.05% | 1,902 | -46 | -2.4% | -$6,730 | 减仓 |
| GEV | GE VERNOVA INC | $28.20万 | 0.05% | 240 | 240 | — | $28.20万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $28.72万 | 0.05% | 913 | -150 | -14.1% | -$4.72万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.76万 | 0.05% | 318 | -9 | -2.8% | -$8,422 | 减仓 |
| CVX | CHEVRON CORPORATION | $29.89万 | 0.05% | 1,803 | -12 | -0.7% | -$1,989 | 减仓 |
| CLS | CELESTICA INC | $30.28万 | 0.05% | 830 | 100 | 13.7% | $3.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $30.34万 | 0.05% | 412 | -1 | -0.2% | -$736 | 减仓 |
| ORCL | ORACLE CORP | $30.47万 | 0.05% | 2,079 | 155 | 8.1% | $2.27万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $31.61万 | 0.05% | 1,933 | 66 | 3.5% | $1.08万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.41万 | 0.05% | 1,198 | 1 | 0.1% | $270 | 加仓 |
| GE | GE AEROSPACE | $32.63万 | 0.05% | 873 | 3 | 0.3% | $1,121 | 加仓 |
| MGK | VANGUARD WORLD FD | $33.55万 | 0.05% | 3,817 | 2 | 0.1% | $176 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.57万 | 0.05% | 449 | -5 | -1.1% | -$3,738 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.59万 | 0.05% | 10,089 | 1,222 | 13.8% | $4.07万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $34.88万 | 0.06% | 1,520 | 250 | 19.7% | $5.74万 | 加仓 |
| ANGL | VANECK ETF TRUST | $35.36万 | 0.06% | 12,092 | -18 | -0.1% | -$526 | 减仓 |
| VO | VANGUARD INDEX FDS | $35.54万 | 0.06% | 4,411 | -1,073 | -19.6% | -$8.65万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $36.85万 | 0.06% | 2,096 | -406 | -16.2% | -$7.14万 | 减仓 |
| CHE | CHEMED CORP NEW | $37.82万 | 0.06% | 812 | 87 | 12.0% | $4.05万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.22万 | 0.07% | 992 | -4 | -0.4% | -$1,662 | 减仓 |
| META | META PLATFORMS INC | $43.44万 | 0.07% | 771 | 62 | 8.7% | $3.49万 | 加仓 |
| ABBV | ABBVIE INC | $43.74万 | 0.07% | 1,738 | -175 | -9.1% | -$4.40万 | 减仓 |
| IJH | ISHARES TR | $45.92万 | 0.07% | 5,955 | -50 | -0.8% | -$3,855 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $47.20万 | 0.08% | 1,384 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $47.41万 | 0.08% | 3,395 | 3,395 | — | $47.41万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $47.70万 | 0.08% | 625 | 60 | 10.6% | $4.58万 | 加仓 |
| NOW | SERVICENOW INC | $48.24万 | 0.08% | 4,859 | 1,008 | 26.2% | $10.01万 | 加仓 |
| UNP | UNION PAC CORP | $53.50万 | 0.09% | 1,967 | -35 | -1.7% | -$9,520 | 减仓 |
| PEP | PEPSICO INC | $54.86万 | 0.09% | 4,051 | -32 | -0.8% | -$4,333 | 减仓 |
| TRMK | TRUSTMARK CORP | $55.74万 | 0.09% | 12,114 | -871 | -6.7% | -$4.01万 | 减仓 |
| PGR | PROGRESSIVE CORP | $56.86万 | 0.09% | 2,603 | 143 | 5.8% | $3.12万 | 加仓 |
| AMGN | AMGEN INC | $57.43万 | 0.09% | 1,586 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $58.66万 | 0.10% | 4,565 | 1 | 0.0% | $129 | 加仓 |
| QCOM | QUALCOMM INC | $59.69万 | 0.10% | 3,230 | -140 | -4.2% | -$2.59万 | 减仓 |
| HD | HOME DEPOT INC | $60.89万 | 0.10% | 1,726 | 241 | 16.2% | $8.50万 | 加仓 |
| TSLA | TESLA INC | $61.01万 | 0.10% | 1,450 | -14 | -1.0% | -$5,890 | 减仓 |
| ADI | ANALOG DEVICES INC | $62.40万 | 0.10% | 1,571 | 321 | 25.7% | $12.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $62.59万 | 0.10% | 542 | 542 | — | $62.59万 | 新建仓 |
| DGRO | ISHARES TR | $64.44万 | 0.10% | 8,502 | -638 | -7.0% | -$4.84万 | 减仓 |
| APH | AMPHENOL CORP | $64.87万 | 0.11% | 3,679 | 626 | 20.5% | $11.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.86万 | 0.11% | 1,400 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $68.06万 | 0.11% | 2,012 | -35 | -1.7% | -$1.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.40万 | 0.11% | 1,387 | 28 | 2.1% | $1.40万 | 加仓 |
| ISTB | ISHARES TR | $72.38万 | 0.12% | 15,001 | -28 | -0.2% | -$1,351 | 减仓 |
| IGSB | ISHARES TR | $73.67万 | 0.12% | 14,057 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $75.75万 | 0.12% | 2,044 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $76.62万 | 0.12% | 1,064 | -63 | -5.6% | -$4.54万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $76.70万 | 0.12% | 8,842 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $77.83万 | 0.13% | 29,281 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $78.06万 | 0.13% | 733 | 121 | 19.8% | $12.89万 | 加仓 |
| COHR | COHERENT CORP | $80.20万 | 0.13% | 2,033 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $80.94万 | 0.13% | 14,035 | 9 | 0.1% | $519 | 加仓 |
| RTX | RTX CORPORATION | $82.68万 | 0.13% | 4,358 | -395 | -8.3% | -$7.49万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $94.65万 | 0.15% | 31,342 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $94.84万 | 0.15% | 9,909 | 7 | 0.1% | $670 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $97.83万 | 0.16% | 1,684 | -1 | -0.1% | -$581 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $98.46万 | 0.16% | 19,015 | -92 | -0.5% | -$4,764 | 减仓 |
| GOOG | ALPHABET INC | $113.46万 | 0.18% | 3,211 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $113.56万 | 0.18% | 4,471 | -141 | -3.1% | -$3.58万 | 减仓 |
| AMAT | APPLIED MATLS INC | $114.29万 | 0.19% | 1,581 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $115.10万 | 0.19% | 4,093 | 2 | 0.0% | $562 | 加仓 |
| LLY | ELI LILLY & CO | $116.81万 | 0.19% | 974 | 8 | 0.8% | $9,594 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $118.02万 | 0.19% | 32,549 | -475 | -1.4% | -$1.72万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $119.42万 | 0.19% | 13,153 | -286 | -2.1% | -$2.60万 | 减仓 |
| V | VISA INC | $119.63万 | 0.19% | 3,487 | 39 | 1.1% | $1.34万 | 加仓 |
| CSCO | CISCO SYS INC | $122.39万 | 0.20% | 10,419 | -490 | -4.5% | -$5.76万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $122.69万 | 0.20% | 36,256 | -608 | -1.6% | -$2.06万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $142.94万 | 0.23% | 3,909 | 1 | 0.0% | $366 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $149.81万 | 0.24% | 54,083 | -516 | -0.9% | -$1.43万 | 减仓 |
| VB | VANGUARD INDEX FDS | $150.70万 | 0.24% | 4,972 | -40 | -0.8% | -$1.21万 | 减仓 |
| EFA | ISHARES TR | $150.97万 | 0.24% | 14,533 | -16 | -0.1% | -$1,662 | 减仓 |