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 |
|---|---|---|---|---|---|---|---|---|
| AFL | AFLAC INC | $29.72万 | 0.05% | 2,709 | -103 | -3.7% | -$1.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.54万 | 0.05% | 454 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $28.92万 | 0.05% | 8,710 | -547 | -5.9% | -$1.82万 | 重新持有 |
| ORCL | ORACLE CORP | $28.31万 | 0.05% | 1,924 | 126 | 7.0% | $1.85万 | 加仓 |
| MGK | VANGUARD WORLD FD | $28.05万 | 0.05% | 763 | -17 | -2.2% | -$6,250 | 减仓 |
| CHE | CHEMED CORP NEW | $27.39万 | 0.05% | 725 | 139 | 23.7% | $5.25万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.94万 | 0.05% | 996 | -142 | -12.5% | -$3.84万 | 减仓 |
| LOW | LOWES COS INC | $26.70万 | 0.05% | 1,130 | -170 | -13.1% | -$4.02万 | 减仓 |
| CSL | CARLISLE COS INC | $25.86万 | 0.05% | 775 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $25.43万 | 0.05% | 4,126 | 89 | 2.2% | $5,486 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.03万 | 0.05% | 543 | 58 | 12.0% | $2.67万 | 加仓 |
| GE | GE AEROSPACE | $24.69万 | 0.05% | 870 | 155 | 21.7% | $4.40万 | 加仓 |
| SHOP | SHOPIFY INC | $24.45万 | 0.05% | 2,061 | 2 | 0.1% | $237 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $24.35万 | 0.04% | 1,948 | -79 | -3.9% | -$9,877 | 减仓 |
| QQQ | INVESCO QQQ TR | $23.84万 | 0.04% | 413 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.76万 | 0.04% | 1,169 | -130 | -10.0% | -$2.64万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $23.21万 | 0.04% | 2,499 | -91 | -3.5% | -$8,452 | 减仓 |
| STLD | STEEL DYNAMICS INC | $22.86万 | 0.04% | 1,270 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $22.85万 | 0.04% | 531 | 531 | — | $22.85万 | 新建仓 |
| NFLX | NETFLIX INC. | $22.49万 | 0.04% | 2,339 | 2,339 | — | $22.49万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.19万 | 0.04% | 1,384 | 1,384 | — | $22.19万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.06万 | 0.04% | 565 | 565 | — | $22.06万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $21.33万 | 0.04% | 622 | 4 | 0.6% | $1,372 | 加仓 |
| LIN | LINDE PLC | $21.32万 | 0.04% | 430 | -84 | -16.3% | -$4.16万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $21.13万 | 0.04% | 3,910 | 154 | 4.1% | $8,324 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.07万 | 0.04% | 2,547 | 97 | 4.0% | $8,026 | 加仓 |
| CLS | CELESTICA INC | $20.56万 | 0.04% | 730 | 730 | — | $20.56万 | 新建仓 |
| MS | MORGAN STANLEY | $20.18万 | 0.04% | 1,226 | 40 | 3.4% | $6,583 | 加仓 |
| PSX | PHILLIPS 66 | $20.04万 | 0.04% | 1,100 | 1,100 | — | $20.04万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $14.51万 | 0.03% | 13,394 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR 看涨期权 | $4.30万 | 0.01% | 100 | 100 | — | $4.30万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $3.84万 | 0.01% | 1,000 | 1,000 | — | $3.84万 | 新建仓 |
| 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 |