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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $5,457.46万 | 10.05% | 2,174,288 | 48,112 | 2.3% | $120.76万 | 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 |
| ACIO | ETF SER SOLUTIONS | $4,486.58万 | 8.26% | 1,069,252 | 24,455 | 2.3% | $102.61万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,561.30万 | 6.56% | 449,262 | 7,519 | 1.7% | $59.60万 | 加仓 |
| IQLT | ISHARES TR | $3,516.65万 | 6.48% | 760,685 | 30,681 | 4.2% | $141.84万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,480.50万 | 6.41% | 355,479 | 9,140 | 2.6% | $89.49万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $2,110.50万 | 3.89% | 772,229 | 19,819 | 2.6% | $54.17万 | 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 |
| IMCB | ISHARES TR | $1,840.86万 | 3.39% | 220,648 | 105,485 | 91.6% | $880.06万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,825.11万 | 3.36% | 226,497 | 226,497 | — | $1,825.11万 | 新建仓 |
| DIVB | ISHARES TR | $1,632.23万 | 3.01% | 302,545 | 16,667 | 5.8% | $89.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,329.19万 | 2.45% | 433,243 | -17,985 | -4.0% | -$55.18万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $1,209.63万 | 2.23% | 546,108 | 42,143 | 8.4% | $93.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,006.39万 | 1.85% | 16,842 | -23 | -0.1% | -$1.37万 | 减仓 |
| IWD | ISHARES TR | $826.86万 | 1.52% | 38,698 | 247 | 0.6% | $5.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $758.92万 | 1.40% | 43,516 | 1,001 | 2.4% | $17.46万 | 加仓 |
| IWR | ISHARES TR | $595.63万 | 1.10% | 61,260 | -213 | -0.3% | -$2.07万 | 减仓 |
| AAPL | APPLE INC | $591.32万 | 1.09% | 23,300 | -304 | -1.3% | -$7.72万 | 减仓 |
| IVV | ISHARES TR | $588.72万 | 1.08% | 9,013 | -46 | -0.5% | -$3.00万 | 减仓 |
| ILCG | ISHARES TR | $566.76万 | 1.04% | 59,359 | 3,229 | 5.8% | $30.83万 | 加仓 |
| IWM | ISHARES TR | $453.42万 | 0.84% | 18,283 | 29 | 0.2% | $7,192 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $427.28万 | 0.79% | 24,500 | 24,500 | — | $427.28万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $380.83万 | 0.70% | 25,714 | -2,101 | -7.6% | -$31.12万 | 减仓 |
| IEMG | ISHARES INC | $375.23万 | 0.69% | 53,796 | -325 | -0.6% | -$2.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $331.74万 | 0.61% | 8,962 | 335 | 3.9% | $12.40万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $279.48万 | 0.51% | 96,108 | -425 | -0.4% | -$1.24万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $262.58万 | 0.48% | 12,209 | -221 | -1.8% | -$4.75万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $257.29万 | 0.47% | 17,813 | 11,381 | 176.9% | $164.39万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $240.09万 | 0.44% | 47,438 | 3 | 0.0% | $152 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $238.64万 | 0.44% | 46,810 | -466 | -1.0% | -$2.38万 | 减仓 |
| AMZN | AMAZON COM INC | $219.00万 | 0.40% | 10,515 | 491 | 4.9% | $10.23万 | 加仓 |
| GOOGL | ALPHABET INC | $217.96万 | 0.40% | 7,580 | 116 | 1.6% | $3.34万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $209.66万 | 0.39% | 23,702 | -404 | -1.7% | -$3.57万 | 减仓 |
| WMT | WALMART INC | $206.75万 | 0.38% | 16,636 | 515 | 3.2% | $6.40万 | 加仓 |
| IJR | ISHARES TR | $204.70万 | 0.38% | 16,467 | 1,071 | 7.0% | $13.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $192.86万 | 0.36% | 4,415 | -1,396 | -24.0% | -$60.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $189.49万 | 0.35% | 6,442 | 84 | 1.3% | $2.47万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $187.45万 | 0.35% | 29,252 | -557 | -1.9% | -$3.57万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $178.48万 | 0.33% | 57,649 | -11,811 | -17.0% | -$36.57万 | 减仓 |
| AVGO | BROADCOM INC | $160.85万 | 0.30% | 5,197 | 2,299 | 79.3% | $71.16万 | 加仓 |
| EFA | ISHARES TR | $141.31万 | 0.26% | 14,549 | -390 | -2.6% | -$3.79万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $137.01万 | 0.25% | 4,271 | 825 | 23.9% | $26.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $135.13万 | 0.25% | 54,599 | -1,826 | -3.2% | -$4.52万 | 减仓 |
| VB | VANGUARD INDEX FDS | $131.26万 | 0.24% | 5,012 | -1,566 | -23.8% | -$41.01万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $118.13万 | 0.22% | 3,908 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $112.73万 | 0.21% | 4,612 | -29 | -0.6% | -$7,089 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $108.81万 | 0.20% | 33,024 | -3,510 | -9.6% | -$11.57万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $107.39万 | 0.20% | 36,864 | 552 | 1.5% | $1.61万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $106.25万 | 0.20% | 13,439 | -7,356 | -35.4% | -$58.16万 | 减仓 |
| V | VISA INC | $104.20万 | 0.19% | 3,448 | 180 | 5.5% | $5.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $99.16万 | 0.18% | 4,091 | -306 | -7.0% | -$7.42万 | 减仓 |
| SO | SOUTHERN CO | $95.57万 | 0.18% | 9,902 | 5 | 0.1% | $483 | 加仓 |
| GOOG | ALPHABET INC | $92.11万 | 0.17% | 3,211 | 83 | 2.7% | $2.38万 | 加仓 |
| RTX | RTX CORPORATION | $91.69万 | 0.17% | 4,753 | 68 | 1.5% | $1.31万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $89.63万 | 0.17% | 19,107 | -1,339 | -6.5% | -$6.28万 | 减仓 |
| LLY | ELI LILLY & CO | $88.84万 | 0.16% | 966 | 19 | 2.0% | $1.75万 | 加仓 |
| CSCO | CISCO SYS INC | $84.64万 | 0.16% | 10,909 | -66 | -0.6% | -$5,121 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $81.87万 | 0.15% | 31,342 | -50 | -0.2% | -$1,306 | 减仓 |
| IGSB | ISHARES TR | $73.88万 | 0.14% | 14,057 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $72.83万 | 0.13% | 15,029 | -533 | -3.4% | -$2.58万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $67.77万 | 0.12% | 14,026 | -36 | -0.3% | -$1,739 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $66.85万 | 0.12% | 2,044 | -125 | -5.8% | -$4.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.12万 | 0.12% | 1,359 | 121 | 9.8% | $5.80万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $64.40万 | 0.12% | 8,842 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $64.24万 | 0.12% | 29,281 | 29,281 | — | $64.24万 | 新建仓 |
| DGRO | ISHARES TR | $64.14万 | 0.12% | 9,140 | 4,500 | 97.0% | $31.58万 | 加仓 |
| PEP | PEPSICO INC | $63.41万 | 0.12% | 4,083 | -32 | -0.8% | -$4,970 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $61.92万 | 0.11% | 2,047 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $61.88万 | 0.11% | 1,127 | -20 | -1.7% | -$1.10万 | 减仓 |
| — | EXXON MOBIL CORP | $61.45万 | 0.11% | 3,622 | 96 | 2.7% | $1.63万 | 加仓 |
| AMGN | AMGEN INC | $55.80万 | 0.10% | 1,586 | -16 | -1.0% | -$5,630 | 减仓 |
| MRK | MERCK & CO INC | $54.91万 | 0.10% | 4,564 | -13 | -0.3% | -$1,564 | 减仓 |
| TRMK | TRUSTMARK CORP | $54.72万 | 0.10% | 12,985 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $54.44万 | 0.10% | 1,464 | 47 | 3.3% | $1.75万 | 加仓 |
| AMAT | APPLIED MATLS INC | $54.03万 | 0.10% | 1,581 | 28 | 1.8% | $9,568 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $49.48万 | 0.09% | 2,502 | -72 | -2.8% | -$1.42万 | 减仓 |
| HD | HOME DEPOT INC | $48.85万 | 0.09% | 1,485 | 27 | 1.9% | $8,882 | 加仓 |
| PGR | PROGRESSIVE CORP | $48.77万 | 0.09% | 2,460 | 861 | 53.8% | $17.07万 | 加仓 |
| UNP | UNION PAC CORP | $48.57万 | 0.09% | 2,002 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $48.43万 | 0.09% | 2,033 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.31万 | 0.09% | 1,400 | -84 | -5.7% | -$2.84万 | 减仓 |
| QCOM | QUALCOMM INC | $43.40万 | 0.08% | 3,370 | -485 | -12.6% | -$6.25万 | 减仓 |
| CAT | CATERPILLAR INC | $43.36万 | 0.08% | 612 | 21 | 3.6% | $1.49万 | 加仓 |
| ABBV | ABBVIE INC | $41.61万 | 0.08% | 1,913 | -264 | -12.1% | -$5.74万 | 减仓 |
| META | META PLATFORMS INC | $40.57万 | 0.07% | 709 | 52 | 7.9% | $2.98万 | 加仓 |
| IJH | ISHARES TR | $40.55万 | 0.07% | 6,005 | -506 | -7.8% | -$3.42万 | 减仓 |
| NOW | SERVICENOW INC | $40.26万 | 0.07% | 3,851 | 2,084 | 117.9% | $21.79万 | 加仓 |
| ADI | ANALOG DEVICES INC | $39.77万 | 0.07% | 1,250 | -47 | -3.6% | -$1.50万 | 减仓 |
| VO | VANGUARD INDEX FDS | $39.37万 | 0.07% | 1,371 | 463 | 51.0% | $13.30万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $38.81万 | 0.07% | 2,388 | 514 | 27.4% | $8.35万 | 加仓 |
| APH | AMPHENOL CORP | $38.58万 | 0.07% | 3,053 | 989 | 47.9% | $12.50万 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.54万 | 0.07% | 1,815 | 11 | 0.6% | $2,275 | 加仓 |
| ANGL | VANECK ETF TRUST | $34.78万 | 0.06% | 12,110 | 21 | 0.2% | $603 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.28万 | 0.06% | 1,685 | 653 | 63.3% | $13.28万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.07万 | 0.06% | 8,867 | 1,334 | 17.7% | $5.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.59万 | 0.06% | 327 | 5 | 1.6% | $4,983 | 加仓 |
| AMT | AMERICAN TOWER CORP | $32.23万 | 0.06% | 1,867 | 623 | 50.1% | $10.75万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $31.16万 | 0.06% | 1,197 | -24 | -2.0% | -$6,247 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $30.51万 | 0.06% | 1,063 | 0 | 0.0% | — | 不变 |