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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $6,564.12万 | 10.63% | 2,266,615 | 92,327 | 4.2% | $267.38万 | 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 |
| ACIO | ETF SER SOLUTIONS | $5,145.97万 | 8.34% | 1,115,295 | 46,043 | 4.3% | $212.44万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,406.41万 | 7.14% | 370,318 | 14,839 | 4.2% | $176.57万 | 加仓 |
| IQLT | ISHARES TR | $4,026.76万 | 6.52% | 812,667 | 51,982 | 6.8% | $257.57万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,654.95万 | 5.92% | 462,477 | 13,215 | 2.9% | $104.44万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,560.97万 | 4.15% | 265,413 | 38,916 | 17.2% | $375.50万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $2,399.06万 | 3.89% | 834,456 | 62,227 | 8.1% | $178.90万 | 加仓 |
| IMCB | ISHARES TR | $2,333.71万 | 3.78% | 241,685 | 21,037 | 9.5% | $203.13万 | 加仓 |
| IWF | ISHARES TR | $2,202.50万 | 3.57% | 177,378 | -110 | -0.1% | -$1.37万 | 减仓 |
| DIVB | ISHARES TR | $1,954.50万 | 3.17% | 317,289 | 14,744 | 4.9% | $90.82万 | 加仓 |
| IWF | ISHARES TR 看跌期权 | $1,405.60万 | 2.28% | 113,200 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1,358.40万 | 2.20% | 428,381 | -4,862 | -1.1% | -$15.42万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $1,218.49万 | 1.97% | 554,362 | 8,254 | 1.5% | $18.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,156.27万 | 1.87% | 16,835 | -7 | -0.0% | -$4,808 | 减仓 |
| IWD | ISHARES TR | $938.16万 | 1.52% | 38,698 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $860.32万 | 1.39% | 42,997 | -519 | -1.2% | -$10.38万 | 减仓 |
| AAPL | APPLE INC | $720.30万 | 1.17% | 24,893 | 1,593 | 6.8% | $46.09万 | 加仓 |
| ILCG | ISHARES TR | $685.08万 | 1.11% | 58,544 | -815 | -1.4% | -$9.54万 | 减仓 |
| IVV | ISHARES TR | $674.66万 | 1.09% | 9,009 | -4 | -0.0% | -$2,995 | 减仓 |
| IWR | ISHARES TR | $669.24万 | 1.08% | 60,663 | -597 | -1.0% | -$6.59万 | 减仓 |
| IWM | ISHARES TR | $548.44万 | 0.89% | 18,254 | -29 | -0.2% | -$8,713 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $490.22万 | 0.79% | 24,500 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $442.14万 | 0.72% | 53,373 | -423 | -0.8% | -$3.50万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $402.36万 | 0.65% | 25,461 | -253 | -1.0% | -$4.00万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $346.32万 | 0.56% | 95,855 | -253 | -0.3% | -$9,141 | 减仓 |
| MSFT | MICROSOFT CORP | $333.52万 | 0.54% | 8,941 | -21 | -0.2% | -$7,833 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $287.69万 | 0.47% | 12,158 | -51 | -0.4% | -$1.21万 | 减仓 |
| GOOGL | ALPHABET INC | $278.95万 | 0.45% | 7,806 | 226 | 3.0% | $8.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $256.52万 | 0.42% | 17,494 | -319 | -1.8% | -$4.68万 | 减仓 |
| AMZN | AMAZON COM INC | $253.58万 | 0.41% | 10,639 | 124 | 1.2% | $2.96万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $249.29万 | 0.40% | 49,295 | 1,857 | 3.9% | $9.39万 | 加仓 |
| IJR | ISHARES TR | $244.04万 | 0.40% | 16,455 | -12 | -0.1% | -$1,780 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $234.52万 | 0.38% | 45,984 | -826 | -1.8% | -$4.21万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $228.20万 | 0.37% | 26,492 | 2 | 0.0% | $172 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $221.08万 | 0.36% | 23,675 | -27 | -0.1% | -$2,521 | 减仓 |
| AVGO | BROADCOM INC | $216.72万 | 0.35% | 5,737 | 540 | 10.4% | $20.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $213.33万 | 0.35% | 6,517 | 75 | 1.2% | $2.46万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $209.63万 | 0.34% | 56,858 | -791 | -1.4% | -$2.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $205.77万 | 0.33% | 28,881 | -371 | -1.3% | -$2.64万 | 减仓 |
| WMT | WALMART INC | $187.43万 | 0.30% | 16,548 | -88 | -0.5% | -$9,967 | 减仓 |
| VTI | VANGUARD INDEX FDS | $157.57万 | 0.26% | 4,258 | -13 | -0.3% | -$4,811 | 减仓 |
| EFA | ISHARES TR | $150.97万 | 0.24% | 14,533 | -16 | -0.1% | -$1,662 | 减仓 |
| VB | VANGUARD INDEX FDS | $150.70万 | 0.24% | 4,972 | -40 | -0.8% | -$1.21万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $149.81万 | 0.24% | 54,083 | -516 | -0.9% | -$1.43万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $142.94万 | 0.23% | 3,909 | 1 | 0.0% | $366 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $122.69万 | 0.20% | 36,256 | -608 | -1.6% | -$2.06万 | 减仓 |
| CSCO | CISCO SYS INC | $122.39万 | 0.20% | 10,419 | -490 | -4.5% | -$5.76万 | 减仓 |
| V | VISA INC | $119.63万 | 0.19% | 3,487 | 39 | 1.1% | $1.34万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $119.42万 | 0.19% | 13,153 | -286 | -2.1% | -$2.60万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $118.02万 | 0.19% | 32,549 | -475 | -1.4% | -$1.72万 | 减仓 |
| LLY | ELI LILLY & CO | $116.81万 | 0.19% | 974 | 8 | 0.8% | $9,594 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $115.10万 | 0.19% | 4,093 | 2 | 0.0% | $562 | 加仓 |
| AMAT | APPLIED MATLS INC | $114.29万 | 0.19% | 1,581 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $113.56万 | 0.18% | 4,471 | -141 | -3.1% | -$3.58万 | 减仓 |
| GOOG | ALPHABET INC | $113.46万 | 0.18% | 3,211 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $98.46万 | 0.16% | 19,015 | -92 | -0.5% | -$4,764 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $97.83万 | 0.16% | 1,684 | -1 | -0.1% | -$581 | 减仓 |
| SO | SOUTHERN CO | $94.84万 | 0.15% | 9,909 | 7 | 0.1% | $670 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $94.65万 | 0.15% | 31,342 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $82.68万 | 0.13% | 4,358 | -395 | -8.3% | -$7.49万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $80.94万 | 0.13% | 14,035 | 9 | 0.1% | $519 | 加仓 |
| COHR | COHERENT CORP | $80.20万 | 0.13% | 2,033 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $78.06万 | 0.13% | 733 | 121 | 19.8% | $12.89万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $77.83万 | 0.13% | 29,281 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC | $76.70万 | 0.12% | 8,842 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $76.62万 | 0.12% | 1,064 | -63 | -5.6% | -$4.54万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $75.75万 | 0.12% | 2,044 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $73.67万 | 0.12% | 14,057 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $72.38万 | 0.12% | 15,001 | -28 | -0.2% | -$1,351 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.40万 | 0.11% | 1,387 | 28 | 2.1% | $1.40万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $68.06万 | 0.11% | 2,012 | -35 | -1.7% | -$1.18万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.86万 | 0.11% | 1,400 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $64.87万 | 0.11% | 3,679 | 626 | 20.5% | $11.04万 | 加仓 |
| DGRO | ISHARES TR | $64.44万 | 0.10% | 8,502 | -638 | -7.0% | -$4.84万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $62.59万 | 0.10% | 542 | 542 | — | $62.59万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $62.40万 | 0.10% | 1,571 | 321 | 25.7% | $12.75万 | 加仓 |
| TSLA | TESLA INC | $61.01万 | 0.10% | 1,450 | -14 | -1.0% | -$5,890 | 减仓 |
| HD | HOME DEPOT INC | $60.89万 | 0.10% | 1,726 | 241 | 16.2% | $8.50万 | 加仓 |
| QCOM | QUALCOMM INC | $59.69万 | 0.10% | 3,230 | -140 | -4.2% | -$2.59万 | 减仓 |
| MRK | MERCK & CO INC | $58.66万 | 0.10% | 4,565 | 1 | 0.0% | $129 | 加仓 |
| AMGN | AMGEN INC | $57.43万 | 0.09% | 1,586 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $56.86万 | 0.09% | 2,603 | 143 | 5.8% | $3.12万 | 加仓 |
| TRMK | TRUSTMARK CORP | $55.74万 | 0.09% | 12,114 | -871 | -6.7% | -$4.01万 | 减仓 |
| PEP | PEPSICO INC | $54.86万 | 0.09% | 4,051 | -32 | -0.8% | -$4,333 | 减仓 |
| UNP | UNION PAC CORP | $53.50万 | 0.09% | 1,967 | -35 | -1.7% | -$9,520 | 减仓 |
| NOW | SERVICENOW INC | $48.24万 | 0.08% | 4,859 | 1,008 | 26.2% | $10.01万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $47.70万 | 0.08% | 625 | 60 | 10.6% | $4.58万 | 加仓 |
| INTC | INTEL CORP | $47.41万 | 0.08% | 3,395 | 3,395 | — | $47.41万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $47.20万 | 0.08% | 1,384 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $45.92万 | 0.07% | 5,955 | -50 | -0.8% | -$3,855 | 减仓 |
| ABBV | ABBVIE INC | $43.74万 | 0.07% | 1,738 | -175 | -9.1% | -$4.40万 | 减仓 |
| META | META PLATFORMS INC | $43.44万 | 0.07% | 771 | 62 | 8.7% | $3.49万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.22万 | 0.07% | 992 | -4 | -0.4% | -$1,662 | 减仓 |
| CHE | CHEMED CORP NEW | $37.82万 | 0.06% | 812 | 87 | 12.0% | $4.05万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $36.85万 | 0.06% | 2,096 | -406 | -16.2% | -$7.14万 | 减仓 |
| VO | VANGUARD INDEX FDS | $35.54万 | 0.06% | 4,411 | -1,073 | -19.6% | -$8.65万 | 减仓 |
| ANGL | VANECK ETF TRUST | $35.36万 | 0.06% | 12,092 | -18 | -0.1% | -$526 | 减仓 |
| STLD | STEEL DYNAMICS INC | $34.88万 | 0.06% | 1,520 | 250 | 19.7% | $5.74万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.59万 | 0.05% | 10,089 | 1,222 | 13.8% | $4.07万 | 加仓 |