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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $33.57万 | 0.05% | 449 | -5 | -1.1% | -$3,738 | 减仓 |
| MGK | VANGUARD WORLD FD | $33.55万 | 0.05% | 3,817 | 2 | 0.1% | $176 | 加仓 |
| GE | GE AEROSPACE | $32.63万 | 0.05% | 873 | 3 | 0.3% | $1,121 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.41万 | 0.05% | 1,198 | 1 | 0.1% | $270 | 加仓 |
| AMT | AMERICAN TOWER CORP | $31.61万 | 0.05% | 1,933 | 66 | 3.5% | $1.08万 | 加仓 |
| ORCL | ORACLE CORP | $30.47万 | 0.05% | 2,079 | 155 | 8.1% | $2.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $30.34万 | 0.05% | 412 | -1 | -0.2% | -$736 | 减仓 |
| CLS | CELESTICA INC | $30.28万 | 0.05% | 830 | 100 | 13.7% | $3.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $29.89万 | 0.05% | 1,803 | -12 | -0.7% | -$1,989 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.76万 | 0.05% | 318 | -9 | -2.8% | -$8,422 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $28.72万 | 0.05% | 913 | -150 | -14.1% | -$4.72万 | 减仓 |
| GEV | GE VERNOVA INC | $28.20万 | 0.05% | 240 | 240 | — | $28.20万 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $27.83万 | 0.05% | 1,902 | -46 | -2.4% | -$6,730 | 减仓 |
| IYH | ISHARES TR | $27.66万 | 0.04% | 4,128 | 2 | 0.0% | $134 | 加仓 |
| CPRT | COPART INC | $27.35万 | 0.04% | 9,703 | 993 | 11.4% | $2.80万 | 加仓 |
| AFL | AFLAC INC | $26.62万 | 0.04% | 2,271 | -438 | -16.2% | -$5.13万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.20万 | 0.04% | 1,170 | 1 | 0.1% | $224 | 加仓 |
| CVS | CVS HEALTH CORP | $25.71万 | 0.04% | 2,485 | -369 | -12.9% | -$3.82万 | 重新持有 |
| MS | MORGAN STANLEY | $25.63万 | 0.04% | 1,226 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $25.46万 | 0.04% | 4,600 | 4,600 | — | $25.46万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.30万 | 0.04% | 936 | 936 | — | $25.30万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $24.91万 | 0.04% | 744 | 744 | — | $24.91万 | 新建仓 |
| CSL | CARLISLE COS INC | $24.30万 | 0.04% | 670 | -105 | -13.5% | -$3.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.83万 | 0.04% | 574 | 31 | 5.7% | $1.23万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.42万 | 0.04% | 3,756 | -154 | -3.9% | -$9,193 | 减仓 |
| ETN | EATON CORP PLC | $22.33万 | 0.04% | 524 | 524 | — | $22.33万 | 新建仓 |
| LIN | LINDE PLC | $22.31万 | 0.04% | 430 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $22.24万 | 0.04% | 628 | 6 | 1.0% | $2,124 | 加仓 |
| BAC | BANK OF AMER CORP | $22.07万 | 0.04% | 3,874 | 3,874 | — | $22.07万 | 新建仓 |
| SHOP | SHOPIFY INC | $21.28万 | 0.03% | 1,864 | -197 | -9.6% | -$2.25万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.10万 | 0.03% | 2,553 | 6 | 0.2% | $496 | 加仓 |
| LOW | LOWES COS INC | $20.71万 | 0.03% | 939 | -191 | -16.9% | -$4.21万 | 减仓 |
| IVW | ISHARES TR | $20.20万 | 0.03% | 1,469 | 1,469 | — | $20.20万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $12.30万 | 0.02% | 13,394 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,622 | -100.0% | -$61.45万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -2,388 | -100.0% | -$38.81万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,499 | -100.0% | -$23.21万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -531 | -100.0% | -$22.85万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,339 | -100.0% | -$22.49万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.04万 | 清仓 |
| GLD | SPDR GOLD TR 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$4.30万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.84万 | 清仓 |