Sunburst Financial Group, LLC
VESTAVIA HILLS AL · SEC CIK 0001800158
$5.43亿2026Q1 申报市值
132持仓数
61.6%前十大占比 · 第一大 10.1%
12 / 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
AVEM 新建仓+$1,825.11万
IMCB 加仓+$880.06万
FBND 加仓+$165.85万
PG 加仓+$164.39万
IQLT 加仓+$141.84万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$60.98万
SPTM 减仓-$58.16万
SHY 清仓-$55.63万
SCHD 减仓-$55.18万
VB 减仓-$41.01万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $178.48万 | 0.33% | 57,649 | -11,811 | -17.0% | -$36.57万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $187.45万 | 0.35% | 29,252 | -557 | -1.9% | -$3.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $189.49万 | 0.35% | 6,442 | 84 | 1.3% | $2.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $192.86万 | 0.36% | 4,415 | -1,396 | -24.0% | -$60.98万 | 减仓 |
| IJR | ISHARES TR | $204.70万 | 0.38% | 16,467 | 1,071 | 7.0% | $13.31万 | 加仓 |
| WMT | WALMART INC | $206.75万 | 0.38% | 16,636 | 515 | 3.2% | $6.40万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $209.66万 | 0.39% | 23,702 | -404 | -1.7% | -$3.57万 | 减仓 |
| GOOGL | ALPHABET INC | $217.96万 | 0.40% | 7,580 | 116 | 1.6% | $3.34万 | 加仓 |
| AMZN | AMAZON COM INC | $219.00万 | 0.40% | 10,515 | 491 | 4.9% | $10.23万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $238.64万 | 0.44% | 46,810 | -466 | -1.0% | -$2.38万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $240.09万 | 0.44% | 47,438 | 3 | 0.0% | $152 | 加仓 |
| PG | PROCTER & GAMBLE CO | $257.29万 | 0.47% | 17,813 | 11,381 | 176.9% | $164.39万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $262.58万 | 0.48% | 12,209 | -221 | -1.8% | -$4.75万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $279.48万 | 0.51% | 96,108 | -425 | -0.4% | -$1.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $331.74万 | 0.61% | 8,962 | 335 | 3.9% | $12.40万 | 加仓 |
| IEMG | ISHARES INC | $375.23万 | 0.69% | 53,796 | -325 | -0.6% | -$2.27万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $380.83万 | 0.70% | 25,714 | -2,101 | -7.6% | -$31.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $427.28万 | 0.79% | 24,500 | 24,500 | — | $427.28万 | 新建仓 |
| IWM | ISHARES TR | $453.42万 | 0.84% | 18,283 | 29 | 0.2% | $7,192 | 加仓 |
| ILCG | ISHARES TR | $566.76万 | 1.04% | 59,359 | 3,229 | 5.8% | $30.83万 | 加仓 |
| IVV | ISHARES TR | $588.72万 | 1.08% | 9,013 | -46 | -0.5% | -$3.00万 | 减仓 |
| AAPL | APPLE INC | $591.32万 | 1.09% | 23,300 | -304 | -1.3% | -$7.72万 | 减仓 |
| IWR | ISHARES TR | $595.63万 | 1.10% | 61,260 | -213 | -0.3% | -$2.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $758.92万 | 1.40% | 43,516 | 1,001 | 2.4% | $17.46万 | 加仓 |
| IWD | ISHARES TR | $826.86万 | 1.52% | 38,698 | 247 | 0.6% | $5.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,006.39万 | 1.85% | 16,842 | -23 | -0.1% | -$1.37万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $1,209.63万 | 2.23% | 546,108 | 42,143 | 8.4% | $93.35万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,329.19万 | 2.45% | 433,243 | -17,985 | -4.0% | -$55.18万 | 减仓 |
| DIVB | ISHARES TR | $1,632.23万 | 3.01% | 302,545 | 16,667 | 5.8% | $89.92万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,825.11万 | 3.36% | 226,497 | 226,497 | — | $1,825.11万 | 新建仓 |
| IMCB | ISHARES TR | $1,840.86万 | 3.39% | 220,648 | 105,485 | 91.6% | $880.06万 | 加仓 |
| IWF | ISHARES TR | $1,892.02万 | 3.48% | 44,372 | 115 | 0.3% | $4.90万 | 加仓 |
| IWF | ISHARES TR 看跌期权 | $1,892.02万 | 3.48% | 28,300 | 28,300 | — | $1,892.02万 | 新建仓 |
| DRSK | ETF SER SOLUTIONS | $2,110.50万 | 3.89% | 772,229 | 19,819 | 2.6% | $54.17万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,480.50万 | 6.41% | 355,479 | 9,140 | 2.6% | $89.49万 | 加仓 |
| IQLT | ISHARES TR | $3,516.65万 | 6.48% | 760,685 | 30,681 | 4.2% | $141.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,561.30万 | 6.56% | 449,262 | 7,519 | 1.7% | $59.60万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $4,486.58万 | 8.26% | 1,069,252 | 24,455 | 2.3% | $102.61万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $5,231.66万 | 9.64% | 1,146,791 | 36,355 | 3.3% | $165.85万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $5,457.46万 | 10.05% | 2,174,288 | 48,112 | 2.3% | $120.76万 | 加仓 |