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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $157.57万 | 0.26% | 4,258 | -13 | -0.3% | -$4,811 | 减仓 |
| WMT | WALMART INC | $187.43万 | 0.30% | 16,548 | -88 | -0.5% | -$9,967 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $205.77万 | 0.33% | 28,881 | -371 | -1.3% | -$2.64万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $209.63万 | 0.34% | 56,858 | -791 | -1.4% | -$2.92万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $213.33万 | 0.35% | 6,517 | 75 | 1.2% | $2.46万 | 加仓 |
| AVGO | BROADCOM INC | $216.72万 | 0.35% | 5,737 | 540 | 10.4% | $20.40万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $221.08万 | 0.36% | 23,675 | -27 | -0.1% | -$2,521 | 减仓 |
| VUG | VANGUARD INDEX FDS | $228.20万 | 0.37% | 26,492 | 2 | 0.0% | $172 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $234.52万 | 0.38% | 45,984 | -826 | -1.8% | -$4.21万 | 减仓 |
| IJR | ISHARES TR | $244.04万 | 0.40% | 16,455 | -12 | -0.1% | -$1,780 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $249.29万 | 0.40% | 49,295 | 1,857 | 3.9% | $9.39万 | 加仓 |
| AMZN | AMAZON COM INC | $253.58万 | 0.41% | 10,639 | 124 | 1.2% | $2.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $256.52万 | 0.42% | 17,494 | -319 | -1.8% | -$4.68万 | 减仓 |
| GOOGL | ALPHABET INC | $278.95万 | 0.45% | 7,806 | 226 | 3.0% | $8.08万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $287.69万 | 0.47% | 12,158 | -51 | -0.4% | -$1.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $333.52万 | 0.54% | 8,941 | -21 | -0.2% | -$7,833 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $346.32万 | 0.56% | 95,855 | -253 | -0.3% | -$9,141 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $402.36万 | 0.65% | 25,461 | -253 | -1.0% | -$4.00万 | 减仓 |
| IEMG | ISHARES INC | $442.14万 | 0.72% | 53,373 | -423 | -0.8% | -$3.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $490.22万 | 0.79% | 24,500 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $548.44万 | 0.89% | 18,254 | -29 | -0.2% | -$8,713 | 减仓 |
| IWR | ISHARES TR | $669.24万 | 1.08% | 60,663 | -597 | -1.0% | -$6.59万 | 减仓 |
| IVV | ISHARES TR | $674.66万 | 1.09% | 9,009 | -4 | -0.0% | -$2,995 | 减仓 |
| ILCG | ISHARES TR | $685.08万 | 1.11% | 58,544 | -815 | -1.4% | -$9.54万 | 减仓 |
| AAPL | APPLE INC | $720.30万 | 1.17% | 24,893 | 1,593 | 6.8% | $46.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $860.32万 | 1.39% | 42,997 | -519 | -1.2% | -$10.38万 | 减仓 |
| IWD | ISHARES TR | $938.16万 | 1.52% | 38,698 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,156.27万 | 1.87% | 16,835 | -7 | -0.0% | -$4,808 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $1,218.49万 | 1.97% | 554,362 | 8,254 | 1.5% | $18.14万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,358.40万 | 2.20% | 428,381 | -4,862 | -1.1% | -$15.42万 | 减仓 |
| IWF | ISHARES TR 看跌期权 | $1,405.60万 | 2.28% | 113,200 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $1,954.50万 | 3.17% | 317,289 | 14,744 | 4.9% | $90.82万 | 加仓 |
| IWF | ISHARES TR | $2,202.50万 | 3.57% | 177,378 | -110 | -0.1% | -$1.37万 | 减仓 |
| IMCB | ISHARES TR | $2,333.71万 | 3.78% | 241,685 | 21,037 | 9.5% | $203.13万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $2,399.06万 | 3.89% | 834,456 | 62,227 | 8.1% | $178.90万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,560.97万 | 4.15% | 265,413 | 38,916 | 17.2% | $375.50万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,654.95万 | 5.92% | 462,477 | 13,215 | 2.9% | $104.44万 | 加仓 |
| IQLT | ISHARES TR | $4,026.76万 | 6.52% | 812,667 | 51,982 | 6.8% | $257.57万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,406.41万 | 7.14% | 370,318 | 14,839 | 4.2% | $176.57万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $5,145.97万 | 8.34% | 1,115,295 | 46,043 | 4.3% | $212.44万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $5,413.42万 | 8.77% | 1,190,025 | 43,234 | 3.8% | $196.67万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $6,564.12万 | 10.63% | 2,266,615 | 92,327 | 4.2% | $267.38万 | 加仓 |