James J. Burns & Company, LLC
MELVILLE NY · SEC CIK 0001949059
$9.24亿2026Q2 申报市值
163持仓数
59.7%前十大占比 · 第一大 18.1%
14 / 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
AFIX 新建仓+$5,226.02万
SPY 加仓+$3,493.89万
AGG 加仓+$224.19万
MCD 加仓+$138.46万
MOAT 加仓+$124.72万
2026Q2 卖出最多 按季末市值估算
VV 减仓-$239.36万
EXXON MOBIL CORP 减仓-$160.88万
SKYY 清仓-$80.61万
NYF 减仓-$57.95万
UPS 清仓-$48.90万
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 |
|---|---|---|---|---|---|---|---|---|
| SKYY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,372 | -100.0% | -$80.61万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -4,970 | -100.0% | -$48.90万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,401 | -100.0% | -$44.90万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,651 | -100.0% | -$25.49万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -144 | -100.0% | -$24.94万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,458 | -100.0% | -$22.65万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,472 | -100.0% | -$21.53万 | 清仓 |
| — | SURF AIR MOBILITY INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.30万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $1.31万 | 0.00% | 11,448 | 0 | 0.0% | — | 不变 |
| — | MEREO BIOPHARMA GROUP PLC | $3.03万 | 0.00% | 95,400 | 95,400 | — | $3.03万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $15.16万 | 0.02% | 18,000 | 0 | 0.0% | — | 不变 |
| FTMA | PUTNAM ETF TRUST | $15.87万 | 0.02% | 17,389 | 105 | 0.6% | $958 | 加仓 |
| SMR | NUSCALE PWR CORP | $17.05万 | 0.02% | 17,000 | 6,970 | 69.5% | $6.99万 | 加仓 |
| DIS | DISNEY WALT CO | $20.08万 | 0.02% | 2,087 | -91 | -4.2% | -$8,757 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $20.19万 | 0.02% | 8,583 | -641 | -6.9% | -$1.51万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.40万 | 0.02% | 290 | 290 | — | $20.40万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $20.77万 | 0.02% | 1,309 | 0 | 0.0% | — | 重新持有 |
| AMGN | AMGEN INC | $20.86万 | 0.02% | 577 | 2 | 0.3% | $723 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $21.03万 | 0.02% | 3,855 | 3,855 | — | $21.03万 | 新建仓 |
| SBUX | STARBUCKS CORP | $21.98万 | 0.02% | 2,151 | -92 | -4.1% | -$9,403 | 减仓 |
| CW | CURTISS WRIGHT CORP | $22.13万 | 0.02% | 292 | 292 | — | $22.13万 | 新建仓 |
| MO | ALTRIA GROUP INC | $22.36万 | 0.02% | 3,108 | 1 | 0.0% | $72 | 加仓 |
| NUE | NUCOR CORP | $22.48万 | 0.02% | 1,009 | 1,009 | — | $22.48万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.73万 | 0.03% | 3,168 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $24.62万 | 0.03% | 4,605 | -100 | -2.1% | -$5,347 | 减仓 |
| VGT | VANGUARD WORLD FD | $25.82万 | 0.03% | 2,160 | 1,890 | 700.0% | $22.59万 | 重新持有 |
| IAU | ISHARES GOLD TR | $25.96万 | 0.03% | 3,438 | 3 | 0.1% | $227 | 加仓 |
| CB | CHUBB LTD SWITZ | $26.19万 | 0.03% | 769 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $26.59万 | 0.03% | 2,882 | 2,882 | — | $26.59万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $26.72万 | 0.03% | 6,477 | 74 | 1.2% | $3,052 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $27.12万 | 0.03% | 7,833 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $27.91万 | 0.03% | 747 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.08万 | 0.03% | 588 | 588 | — | $28.08万 | 新建仓 |
| WMT | WALMART INC | $28.09万 | 0.03% | 2,480 | 1 | 0.0% | $113 | 加仓 |
| BOTZ | GLOBAL X FDS | $28.27万 | 0.03% | 7,451 | -484 | -6.1% | -$1.84万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $28.57万 | 0.03% | 532 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.15万 | 0.03% | 382 | 382 | — | $29.15万 | 新建仓 |
| PFE | PFIZER INC | $29.37万 | 0.03% | 12,196 | 19 | 0.2% | $458 | 加仓 |
| IWR | ISHARES TR | $29.49万 | 0.03% | 2,673 | -1,750 | -39.6% | -$19.30万 | 减仓 |
| ORCL | ORACLE CORP | $29.55万 | 0.03% | 2,016 | -27 | -1.3% | -$3,958 | 减仓 |
| GEV | GE VERNOVA INC | $29.61万 | 0.03% | 252 | -30 | -10.6% | -$3.52万 | 减仓 |
| IVW | ISHARES TR | $29.72万 | 0.03% | 2,161 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $30.53万 | 0.03% | 2,320 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $30.68万 | 0.03% | 2,616 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $30.99万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $31.54万 | 0.03% | 2,680 | 3 | 0.1% | $353 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $31.61万 | 0.03% | 6,948 | 79 | 1.2% | $3,594 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.45万 | 0.04% | 2,078 | -50 | -2.3% | -$8,289 | 减仓 |
| MTUM | ISHARES TR | $36.22万 | 0.04% | 1,056 | -11 | -1.0% | -$3,773 | 减仓 |
| ISPY | PROSHARES TR | $36.45万 | 0.04% | 7,563 | 7,563 | — | $36.45万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $37.54万 | 0.04% | 4,358 | -40 | -0.9% | -$3,446 | 减仓 |
| IWD | ISHARES TR | $38.06万 | 0.04% | 1,570 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $38.32万 | 0.04% | 4,368 | 78 | 1.8% | $6,842 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $38.50万 | 0.04% | 6,264 | 6,264 | — | $38.50万 | 新建仓 |
| EFV | ISHARES TR | $38.65万 | 0.04% | 5,049 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $38.72万 | 0.04% | 8,204 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $38.99万 | 0.04% | 1,153 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $39.15万 | 0.04% | 5,077 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $40.55万 | 0.04% | 5,006 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $40.92万 | 0.04% | 4,486 | 15 | 0.3% | $1,368 | 加仓 |
| SPYM | SPDR SERIES TRUST | $41.45万 | 0.04% | 4,716 | 906 | 23.8% | $7.96万 | 加仓 |
| ABBV | ABBVIE INC | $44.21万 | 0.05% | 1,756 | -69 | -3.8% | -$1.74万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $44.38万 | 0.05% | 2,212 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $46.90万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $48.74万 | 0.05% | 5,055 | 104 | 2.1% | $1.00万 | 加仓 |
| CSCO | CISCO SYS INC | $49.67万 | 0.05% | 4,229 | 1 | 0.0% | $117 | 加仓 |
| QLD | PROSHARES TR | $49.78万 | 0.05% | 5,145 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $53.03万 | 0.06% | 6,525 | 3 | 0.0% | $244 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $53.79万 | 0.06% | 2,331 | 0 | 0.0% | — | 不变 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $53.86万 | 0.06% | 6,040 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $57.16万 | 0.06% | 565 | 1 | 0.2% | $1,012 | 加仓 |
| TEM | TEMPUS AI INC | $57.94万 | 0.06% | 10,002 | 2,000 | 25.0% | $11.59万 | 加仓 |
| NOBL | PROSHARES TR | $59.93万 | 0.06% | 10,671 | 3 | 0.0% | $168 | 加仓 |
| KKR | KKR & CO INC | $62.17万 | 0.07% | 6,774 | -1,000 | -12.9% | -$9.18万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $62.60万 | 0.07% | 11,587 | 69 | 0.6% | $3,728 | 加仓 |
| IWM | ISHARES TR | $62.94万 | 0.07% | 2,095 | -33 | -1.6% | -$9,914 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $65.61万 | 0.07% | 7,942 | 4 | 0.1% | $330 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD | $66.70万 | 0.07% | 114,800 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $66.88万 | 0.07% | 3,937 | -800 | -16.9% | -$13.59万 | 减仓 |
| IDEV | ISHARES TR | $67.30万 | 0.07% | 7,560 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $67.40万 | 0.07% | 26,493 | -796 | -2.9% | -$2.03万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $68.96万 | 0.07% | 597 | 597 | — | $68.96万 | 新建仓 |
| RTX | RTX CORPORATION | $72.66万 | 0.08% | 3,830 | 3,830 | — | $72.66万 | 新建仓 |
| SMH | VANECK ETF TRUST | $73.96万 | 0.08% | 1,127 | 3 | 0.3% | $1,969 | 加仓 |
| AME | AMETEK INC | $75.49万 | 0.08% | 3,120 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $75.51万 | 0.08% | 17,836 | 570 | 3.3% | $2.41万 | 加仓 |
| MUB | ISHARES TR | $75.80万 | 0.08% | 7,043 | 23 | 0.3% | $2,476 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.25万 | 0.08% | 815 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $78.29万 | 0.08% | 8,539 | -260 | -3.0% | -$2.38万 | 减仓 |
| V | VISA INC | $80.15万 | 0.09% | 2,337 | 21 | 0.9% | $7,203 | 加仓 |
| VOO | VANGUARD INDEX FDS | $81.54万 | 0.09% | 1,187 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $83.74万 | 0.09% | 40,453 | 157 | 0.4% | $3,250 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $85.50万 | 0.09% | 3,613 | 8 | 0.2% | $1,893 | 加仓 |
| QQQ | INVESCO QQQ TR | $87.03万 | 0.09% | 1,182 | 325 | 37.9% | $23.93万 | 加仓 |
| GLD | SPDR GOLD TR | $88.78万 | 0.10% | 2,410 | 670 | 38.5% | $24.68万 | 加仓 |
| ICF | ISHARES TR | $90.16万 | 0.10% | 13,333 | -8 | -0.1% | -$541 | 减仓 |
| EFG | ISHARES TR | $96.44万 | 0.10% | 7,751 | -158 | -2.0% | -$1.97万 | 减仓 |
| CAT | CATERPILLAR INC | $99.28万 | 0.11% | 932 | 0 | 0.0% | — | 不变 |
| POWR | ISHARES INC | $102.09万 | 0.11% | 36,511 | 36,511 | — | $102.09万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $105.63万 | 0.11% | 21,951 | -377 | -1.7% | -$1.81万 | 减仓 |