James J. Burns & Company, LLC
MELVILLE NY · SEC CIK 0001949059
$7.37亿2026Q1 申报市值
155持仓数
57.7%前十大占比 · 第一大 19.9%
5 / 11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
AGG 加仓+$1,886.03万
HSIC 加仓+$1,052.02万
SPY 加仓+$831.39万
LLY 加仓+$148.53万
JMST 加仓+$134.75万
2026Q1 卖出最多 按季末市值估算
VV 减仓-$266.16万
MSFT 减仓-$206.24万
JPM 减仓-$205.76万
EXXON MOBIL CORP 减仓-$186.71万
MMM 清仓-$82.17万
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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $0 | 0.00% | 0 | -5,133 | -100.0% | -$82.17万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -5,158 | -100.0% | -$54.29万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -5,752 | -100.0% | -$31.03万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,751 | -100.0% | -$28.19万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -2,857 | -100.0% | -$26.22万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,280 | -100.0% | -$26.22万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -4,070 | -100.0% | -$25.98万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -851 | -100.0% | -$25.21万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$20.65万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,754 | -100.0% | -$20.65万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -926 | -100.0% | -$20.34万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AKEBIA THREAPEUTICS INC | $1.59万 | 0.00% | 11,448 | 0 | 0.0% | — | 不变 |
| — | SURF AIR MOBILITY INC | $2.30万 | 0.00% | 20,000 | 20,000 | — | $2.30万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $7.27万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $10.87万 | 0.01% | 10,030 | 2,500 | 33.2% | $2.71万 | 重新持有 |
| FTMA | PUTNAM ETF TRUST | $15.50万 | 0.02% | 17,284 | 27 | 0.2% | $242 | 加仓 |
| SBUX | STARBUCKS CORP | $20.10万 | 0.03% | 2,243 | -461 | -17.0% | -$4.13万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $20.17万 | 0.03% | 2,331 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $20.22万 | 0.03% | 575 | 575 | — | $20.22万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.50万 | 0.03% | 3,107 | -7,401 | -70.4% | -$48.84万 | 减仓 |
| TQQQ | PROSHARES TR | $20.86万 | 0.03% | 5,006 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $20.99万 | 0.03% | 2,178 | 8 | 0.4% | $771 | 加仓 |
| GE | GE AEROSPACE | $21.19万 | 0.03% | 747 | -232 | -23.7% | -$6.58万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $21.20万 | 0.03% | 9,224 | 84 | 0.9% | $1,930 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.53万 | 0.03% | 1,472 | 1,472 | — | $21.53万 | 新建仓 |
| PEP | PEPSICO INC | $22.65万 | 0.03% | 1,458 | -43 | -2.9% | -$6,680 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $23.10万 | 0.03% | 7,833 | -284 | -3.5% | -$8,375 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.17万 | 0.03% | 3,168 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $24.44万 | 0.03% | 2,161 | -180 | -7.7% | -$2.04万 | 减仓 |
| GEV | GE VERNOVA INC | $24.62万 | 0.03% | 282 | -113 | -28.6% | -$9.86万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $24.94万 | 0.03% | 144 | 16 | 12.5% | $2.77万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $24.95万 | 0.03% | 6,403 | -158 | -2.4% | -$6,156 | 减仓 |
| CB | CHUBB LTD SWITZ | $25.05万 | 0.03% | 769 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $25.49万 | 0.03% | 2,651 | 81 | 3.2% | $7,788 | 加仓 |
| MTUM | ISHARES TR | $25.62万 | 0.03% | 1,067 | -301 | -22.0% | -$7.23万 | 减仓 |
| BOTZ | GLOBAL X FDS | $26.36万 | 0.04% | 7,935 | 37 | 0.5% | $1,229 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $27.85万 | 0.04% | 532 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $28.03万 | 0.04% | 2,320 | -446 | -16.1% | -$5.39万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $28.51万 | 0.04% | 2,616 | -332 | -11.3% | -$3.62万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $28.85万 | 0.04% | 900 | -50 | -5.3% | -$1.60万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $29.16万 | 0.04% | 3,810 | 235 | 6.6% | $1.80万 | 加仓 |
| ORCL | ORACLE CORP | $30.06万 | 0.04% | 2,043 | 2 | 0.1% | $294 | 加仓 |
| IAU | ISHARES GOLD TR | $30.28万 | 0.04% | 3,435 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $30.79万 | 0.04% | 2,677 | 21 | 0.8% | $2,415 | 加仓 |
| WMT | WALMART INC | $30.82万 | 0.04% | 2,479 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $31.34万 | 0.04% | 6,869 | 85 | 1.3% | $3,878 | 加仓 |
| QLD | PROSHARES TR | $31.38万 | 0.04% | 5,145 | -543 | -9.5% | -$3.31万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $32.03万 | 0.04% | 733 | -11 | -1.5% | -$4,807 | 减仓 |
| SLV | ISHARES SILVER TR | $32.06万 | 0.04% | 4,705 | 950 | 25.3% | $6.47万 | 加仓 |
| CSCO | CISCO SYS INC | $32.81万 | 0.04% | 4,228 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $32.97万 | 0.04% | 8,204 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $33.55万 | 0.05% | 1,570 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $34.19万 | 0.05% | 12,177 | -1,104 | -8.3% | -$3.10万 | 减仓 |
| IJH | ISHARES TR | $34.29万 | 0.05% | 5,077 | 156 | 3.2% | $1.05万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.81万 | 0.05% | 1,711 | -105 | -5.8% | -$2.14万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $34.87万 | 0.05% | 1,153 | -200 | -14.8% | -$6.05万 | 减仓 |
| MCD | MCDONALDS CORP | $35.62万 | 0.05% | 1,146 | -190 | -14.2% | -$5.91万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $36.05万 | 0.05% | 4,471 | 13 | 0.3% | $1,048 | 加仓 |
| TEM | TEMPUS AI INC | $36.19万 | 0.05% | 8,002 | -7,000 | -46.7% | -$31.65万 | 减仓 |
| EFV | ISHARES TR | $37.54万 | 0.05% | 5,049 | -591 | -10.5% | -$4.39万 | 减仓 |
| EFAV | ISHARES TR | $39.19万 | 0.05% | 4,290 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $39.69万 | 0.05% | 1,825 | -20 | -1.1% | -$4,349 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $40.36万 | 0.05% | 2,212 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $40.77万 | 0.06% | 1,100 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $43.00万 | 0.06% | 4,423 | 2 | 0.0% | $194 | 加仓 |
| SMH | VANECK ETF TRUST | $43.12万 | 0.06% | 1,124 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $43.91万 | 0.06% | 4,951 | -859 | -14.8% | -$7.62万 | 减仓 |
| CVX | CHEVRON CORPORATION | $44.02万 | 0.06% | 2,128 | 51 | 2.5% | $1.06万 | 加仓 |
| COP | CONOCOPHILLIPS | $44.90万 | 0.06% | 3,401 | -400 | -10.5% | -$5.28万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $47.28万 | 0.06% | 6,040 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $47.72万 | 0.06% | 564 | 2 | 0.4% | $1,692 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $48.90万 | 0.07% | 4,970 | 4,970 | — | $48.90万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $49.47万 | 0.07% | 857 | 50 | 6.2% | $2.89万 | 加仓 |
| KO | COCA COLA CO | $49.60万 | 0.07% | 6,522 | -650 | -9.1% | -$4.94万 | 减仓 |
| IWM | ISHARES TR | $52.78万 | 0.07% | 2,128 | -19 | -0.9% | -$4,712 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $53.94万 | 0.07% | 1,323 | 1 | 0.1% | $408 | 加仓 |
| NOBL | PROSHARES TR | $56.55万 | 0.08% | 5,334 | -18 | -0.3% | -$1,908 | 减仓 |
| ANET | ARISTA NETWORKS INC | $58.16万 | 0.08% | 4,737 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $60.79万 | 0.08% | 11,518 | -238 | -2.0% | -$1.26万 | 减仓 |
| IDEV | ISHARES TR | $63.18万 | 0.09% | 7,560 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $66.04万 | 0.09% | 932 | 15 | 1.6% | $1.06万 | 加仓 |
| AME | AMETEK INC | $66.88万 | 0.09% | 3,120 | 3,120 | — | $66.88万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $67.68万 | 0.09% | 27,289 | 1,878 | 7.4% | $4.66万 | 加仓 |
| V | VISA INC | $69.99万 | 0.09% | 2,316 | 2 | 0.1% | $604 | 加仓 |
| VOO | VANGUARD INDEX FDS | $70.92万 | 0.10% | 1,187 | 563 | 90.2% | $33.64万 | 加仓 |
| KKR | KKR & CO INC | $71.91万 | 0.10% | 7,774 | -1 | -0.0% | -$92 | 减仓 |
| MUB | ISHARES TR | $74.51万 | 0.10% | 7,020 | -151 | -2.1% | -$1.60万 | 减仓 |
| GLD | SPDR GOLD TR | $74.87万 | 0.10% | 1,740 | 490 | 39.2% | $21.08万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $75.00万 | 0.10% | 8,799 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $77.53万 | 0.11% | 3,605 | 8 | 0.2% | $1,720 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $80.61万 | 0.11% | 7,372 | 1,157 | 18.6% | $12.65万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.22万 | 0.11% | 815 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $82.33万 | 0.11% | 12,031 | 1,118 | 10.2% | $7.65万 | 加仓 |
| ICF | ISHARES TR | $82.56万 | 0.11% | 13,341 | 63 | 0.5% | $3,899 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD | $83.23万 | 0.11% | 114,800 | 8,998 | 8.5% | $6.52万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $86.68万 | 0.12% | 17,266 | 46 | 0.3% | $2,309 | 加仓 |
| EFG | ISHARES TR | $88.08万 | 0.12% | 7,909 | -234 | -2.9% | -$2.61万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $93.02万 | 0.13% | 14,840 | 1,990 | 15.5% | $12.47万 | 加仓 |