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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $0 | 0.00% | 0 | -6,717 | -100.0% | -$55.63万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,886 | -100.0% | -$26.90万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,283 | -100.0% | -$26.33万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,991 | -100.0% | -$24.95万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -802 | -100.0% | -$21.52万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -855 | -100.0% | -$20.72万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -191 | -100.0% | -$20.44万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $3.84万 | 0.01% | 1,000 | 1,000 | — | $3.84万 | 新建仓 |
| GLD | SPDR GOLD TR 看涨期权 | $4.30万 | 0.01% | 100 | 100 | — | $4.30万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $14.51万 | 0.03% | 13,394 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $20.04万 | 0.04% | 1,100 | 1,100 | — | $20.04万 | 新建仓 |
| MS | MORGAN STANLEY | $20.18万 | 0.04% | 1,226 | 40 | 3.4% | $6,583 | 加仓 |
| CLS | CELESTICA INC | $20.56万 | 0.04% | 730 | 730 | — | $20.56万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.07万 | 0.04% | 2,547 | 97 | 4.0% | $8,026 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $21.13万 | 0.04% | 3,910 | 154 | 4.1% | $8,324 | 加仓 |
| LIN | LINDE PLC | $21.32万 | 0.04% | 430 | -84 | -16.3% | -$4.16万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $21.33万 | 0.04% | 622 | 4 | 0.6% | $1,372 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.06万 | 0.04% | 565 | 565 | — | $22.06万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.19万 | 0.04% | 1,384 | 1,384 | — | $22.19万 | 新建仓 |
| NFLX | NETFLIX INC. | $22.49万 | 0.04% | 2,339 | 2,339 | — | $22.49万 | 新建仓 |
| GLD | SPDR GOLD TR | $22.85万 | 0.04% | 531 | 531 | — | $22.85万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $22.86万 | 0.04% | 1,270 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.21万 | 0.04% | 2,499 | -91 | -3.5% | -$8,452 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.76万 | 0.04% | 1,169 | -130 | -10.0% | -$2.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $23.84万 | 0.04% | 413 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $24.35万 | 0.04% | 1,948 | -79 | -3.9% | -$9,877 | 减仓 |
| SHOP | SHOPIFY INC | $24.45万 | 0.05% | 2,061 | 2 | 0.1% | $237 | 加仓 |
| GE | GE AEROSPACE | $24.69万 | 0.05% | 870 | 155 | 21.7% | $4.40万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.03万 | 0.05% | 543 | 58 | 12.0% | $2.67万 | 加仓 |
| IYH | ISHARES TR | $25.43万 | 0.05% | 4,126 | 89 | 2.2% | $5,486 | 加仓 |
| CSL | CARLISLE COS INC | $25.86万 | 0.05% | 775 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $26.70万 | 0.05% | 1,130 | -170 | -13.1% | -$4.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.94万 | 0.05% | 996 | -142 | -12.5% | -$3.84万 | 减仓 |
| CHE | CHEMED CORP NEW | $27.39万 | 0.05% | 725 | 139 | 23.7% | $5.25万 | 加仓 |
| MGK | VANGUARD WORLD FD | $28.05万 | 0.05% | 763 | -17 | -2.2% | -$6,250 | 减仓 |
| ORCL | ORACLE CORP | $28.31万 | 0.05% | 1,924 | 126 | 7.0% | $1.85万 | 加仓 |
| CPRT | COPART INC | $28.92万 | 0.05% | 8,710 | -547 | -5.9% | -$1.82万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.54万 | 0.05% | 454 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $29.72万 | 0.05% | 2,709 | -103 | -3.7% | -$1.13万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $30.51万 | 0.06% | 1,063 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $31.16万 | 0.06% | 1,197 | -24 | -2.0% | -$6,247 | 减仓 |
| AMT | AMERICAN TOWER CORP | $32.23万 | 0.06% | 1,867 | 623 | 50.1% | $10.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.59万 | 0.06% | 327 | 5 | 1.6% | $4,983 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.07万 | 0.06% | 8,867 | 1,334 | 17.7% | $5.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.28万 | 0.06% | 1,685 | 653 | 63.3% | $13.28万 | 加仓 |
| ANGL | VANECK ETF TRUST | $34.78万 | 0.06% | 12,110 | 21 | 0.2% | $603 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.54万 | 0.07% | 1,815 | 11 | 0.6% | $2,275 | 加仓 |
| APH | AMPHENOL CORP | $38.58万 | 0.07% | 3,053 | 989 | 47.9% | $12.50万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $38.81万 | 0.07% | 2,388 | 514 | 27.4% | $8.35万 | 加仓 |
| VO | VANGUARD INDEX FDS | $39.37万 | 0.07% | 1,371 | 463 | 51.0% | $13.30万 | 加仓 |
| ADI | ANALOG DEVICES INC | $39.77万 | 0.07% | 1,250 | -47 | -3.6% | -$1.50万 | 减仓 |
| NOW | SERVICENOW INC | $40.26万 | 0.07% | 3,851 | 2,084 | 117.9% | $21.79万 | 加仓 |
| IJH | ISHARES TR | $40.55万 | 0.07% | 6,005 | -506 | -7.8% | -$3.42万 | 减仓 |
| META | META PLATFORMS INC | $40.57万 | 0.07% | 709 | 52 | 7.9% | $2.98万 | 加仓 |
| ABBV | ABBVIE INC | $41.61万 | 0.08% | 1,913 | -264 | -12.1% | -$5.74万 | 减仓 |
| CAT | CATERPILLAR INC | $43.36万 | 0.08% | 612 | 21 | 3.6% | $1.49万 | 加仓 |
| QCOM | QUALCOMM INC | $43.40万 | 0.08% | 3,370 | -485 | -12.6% | -$6.25万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.31万 | 0.09% | 1,400 | -84 | -5.7% | -$2.84万 | 减仓 |
| COHR | COHERENT CORP | $48.43万 | 0.09% | 2,033 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $48.57万 | 0.09% | 2,002 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $48.77万 | 0.09% | 2,460 | 861 | 53.8% | $17.07万 | 加仓 |
| HD | HOME DEPOT INC | $48.85万 | 0.09% | 1,485 | 27 | 1.9% | $8,882 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $49.48万 | 0.09% | 2,502 | -72 | -2.8% | -$1.42万 | 减仓 |
| AMAT | APPLIED MATLS INC | $54.03万 | 0.10% | 1,581 | 28 | 1.8% | $9,568 | 加仓 |
| TSLA | TESLA INC | $54.44万 | 0.10% | 1,464 | 47 | 3.3% | $1.75万 | 加仓 |
| TRMK | TRUSTMARK CORP | $54.72万 | 0.10% | 12,985 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $54.91万 | 0.10% | 4,564 | -13 | -0.3% | -$1,564 | 减仓 |
| AMGN | AMGEN INC | $55.80万 | 0.10% | 1,586 | -16 | -1.0% | -$5,630 | 减仓 |
| — | EXXON MOBIL CORP | $61.45万 | 0.11% | 3,622 | 96 | 2.7% | $1.63万 | 加仓 |
| PWR | QUANTA SVCS INC | $61.88万 | 0.11% | 1,127 | -20 | -1.7% | -$1.10万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $61.92万 | 0.11% | 2,047 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $63.41万 | 0.12% | 4,083 | -32 | -0.8% | -$4,970 | 减仓 |
| DGRO | ISHARES TR | $64.14万 | 0.12% | 9,140 | 4,500 | 97.0% | $31.58万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $64.24万 | 0.12% | 29,281 | 29,281 | — | $64.24万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $64.40万 | 0.12% | 8,842 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.12万 | 0.12% | 1,359 | 121 | 9.8% | $5.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $66.85万 | 0.12% | 2,044 | -125 | -5.8% | -$4.09万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $67.77万 | 0.12% | 14,026 | -36 | -0.3% | -$1,739 | 减仓 |
| ISTB | ISHARES TR | $72.83万 | 0.13% | 15,029 | -533 | -3.4% | -$2.58万 | 减仓 |
| IGSB | ISHARES TR | $73.88万 | 0.14% | 14,057 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $81.87万 | 0.15% | 31,342 | -50 | -0.2% | -$1,306 | 减仓 |
| CSCO | CISCO SYS INC | $84.64万 | 0.16% | 10,909 | -66 | -0.6% | -$5,121 | 减仓 |
| LLY | ELI LILLY & CO | $88.84万 | 0.16% | 966 | 19 | 2.0% | $1.75万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $89.63万 | 0.17% | 19,107 | -1,339 | -6.5% | -$6.28万 | 减仓 |
| RTX | RTX CORPORATION | $91.69万 | 0.17% | 4,753 | 68 | 1.5% | $1.31万 | 加仓 |
| GOOG | ALPHABET INC | $92.11万 | 0.17% | 3,211 | 83 | 2.7% | $2.38万 | 加仓 |
| SO | SOUTHERN CO | $95.57万 | 0.18% | 9,902 | 5 | 0.1% | $483 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $99.16万 | 0.18% | 4,091 | -306 | -7.0% | -$7.42万 | 减仓 |
| V | VISA INC | $104.20万 | 0.19% | 3,448 | 180 | 5.5% | $5.44万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $106.25万 | 0.20% | 13,439 | -7,356 | -35.4% | -$58.16万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $107.39万 | 0.20% | 36,864 | 552 | 1.5% | $1.61万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $108.81万 | 0.20% | 33,024 | -3,510 | -9.6% | -$11.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $112.73万 | 0.21% | 4,612 | -29 | -0.6% | -$7,089 | 减仓 |
| VBK | VANGUARD INDEX FDS | $118.13万 | 0.22% | 3,908 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $131.26万 | 0.24% | 5,012 | -1,566 | -23.8% | -$41.01万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $135.13万 | 0.25% | 54,599 | -1,826 | -3.2% | -$4.52万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $137.01万 | 0.25% | 4,271 | 825 | 23.9% | $26.47万 | 加仓 |
| EFA | ISHARES TR | $141.31万 | 0.26% | 14,549 | -390 | -2.6% | -$3.79万 | 减仓 |
| AVGO | BROADCOM INC | $160.85万 | 0.30% | 5,197 | 2,299 | 79.3% | $71.16万 | 加仓 |