Burford Brothers, Inc.
DALLAS TX · SEC CIK 0002001434
$2.44亿2026Q1 申报市值
172持仓数
39.4%前十大占比 · 第一大 7.4%
14 / 13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
VNLA 加仓+$192.60万
JNJ 加仓+$161.21万
PGR 新建仓+$135.12万
NFG 新建仓+$117.40万
JAAA 加仓+$94.32万
2026Q1 卖出最多 按季末市值估算
NEE 清仓-$117.43万
CF 减仓-$76.48万
HBAN 清仓-$73.30万
MO 减仓-$64.82万
CMCSA 清仓-$57.06万
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 |
|---|---|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC | $66.51万 | 0.27% | 3,648 | -47 | -1.3% | -$8,570 | 减仓 |
| SBUX | STARBUCKS CORP | $67.27万 | 0.28% | 7,509 | 80 | 1.1% | $7,167 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $68.91万 | 0.28% | 5,185 | -604 | -10.4% | -$8.03万 | 减仓 |
| F | FORD MTR CO | $69.40万 | 0.28% | 60,139 | 485 | 0.8% | $5,597 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $71.74万 | 0.29% | 6,472 | -142 | -2.1% | -$1.57万 | 减仓 |
| APH | AMPHENOL CORP | $73.04万 | 0.30% | 5,781 | 5,781 | — | $73.04万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $73.89万 | 0.30% | 14,617 | 13 | 0.1% | $657 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $74.09万 | 0.30% | 2,738 | 363 | 15.3% | $9.82万 | 加仓 |
| SBR | SABINE RTY TR | $75.00万 | 0.31% | 10,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $75.21万 | 0.31% | 4,128 | 5 | 0.1% | $911 | 加仓 |
| BLK | BLACKROCK INC | $75.41万 | 0.31% | 784 | -2 | -0.3% | -$1,924 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $76.93万 | 0.32% | 16,763 | -1,887 | -10.1% | -$8.66万 | 减仓 |
| TSN | TYSON FOODS INC | $79.38万 | 0.33% | 12,390 | 1,788 | 16.9% | $11.46万 | 加仓 |
| V | VISA INC | $80.37万 | 0.33% | 2,659 | -30 | -1.1% | -$9,067 | 减仓 |
| CB | CHUBB LTD SWITZ | $80.50万 | 0.33% | 2,470 | 37 | 1.5% | $1.21万 | 加仓 |
| QCOM | QUALCOMM INC | $80.64万 | 0.33% | 6,262 | 2,103 | 50.6% | $27.08万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $81.02万 | 0.33% | 29,896 | -6,254 | -17.3% | -$16.95万 | 减仓 |
| SNA | SNAP ON INC | $81.05万 | 0.33% | 2,231 | 413 | 22.7% | $15.00万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $84.29万 | 0.35% | 30,956 | 414 | 1.4% | $1.13万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $84.75万 | 0.35% | 6,527 | -5,890 | -47.4% | -$76.48万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $86.02万 | 0.35% | 5,319 | -46 | -0.9% | -$7,440 | 减仓 |
| HD | HOME DEPOT INC | $86.62万 | 0.36% | 2,634 | -19 | -0.7% | -$6,248 | 减仓 |
| GOOGL | ALPHABET INC | $87.89万 | 0.36% | 3,056 | -277 | -8.3% | -$7.97万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $88.85万 | 0.36% | 10,838 | -1,392 | -11.4% | -$11.41万 | 减仓 |
| KT | KT CORP | $90.13万 | 0.37% | 42,019 | 42,019 | — | $90.13万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $90.35万 | 0.37% | 19,688 | 3,804 | 23.9% | $17.46万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $91.24万 | 0.37% | 2,658 | -499 | -15.8% | -$17.13万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $91.85万 | 0.38% | 12,628 | 551 | 4.6% | $4.01万 | 加仓 |
| RIO | RIO TINTO PLC | $92.52万 | 0.38% | 9,917 | -4,054 | -29.0% | -$37.82万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $94.79万 | 0.39% | 5,733 | -1 | -0.0% | -$165 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $97.15万 | 0.40% | 15,858 | 464 | 3.0% | $2.84万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $99.09万 | 0.41% | 2,932 | 183 | 6.7% | $6.18万 | 加仓 |
| TGT | TARGET CORP | $103.87万 | 0.43% | 8,570 | 885 | 11.5% | $10.73万 | 加仓 |
| TLT | ISHARES TR | $104.50万 | 0.43% | 12,055 | 284 | 2.4% | $2.46万 | 加仓 |
| BKH | BLACK HILLS CORP | $104.95万 | 0.43% | 15,120 | 2,437 | 19.2% | $16.92万 | 加仓 |
| MCD | MCDONALDS CORP | $105.95万 | 0.43% | 3,409 | 8 | 0.2% | $2,486 | 加仓 |
| RTX | RTX CORPORATION | $106.19万 | 0.44% | 5,505 | -73 | -1.3% | -$1.41万 | 减仓 |
| BKE | BUCKLE INC | $106.37万 | 0.44% | 21,122 | 4,684 | 28.5% | $23.59万 | 加仓 |
| MPLX | MPLX LP | $107.80万 | 0.44% | 18,890 | 1,441 | 8.3% | $8.22万 | 加仓 |
| AMGN | AMGEN INC | $112.82万 | 0.46% | 3,206 | 38 | 1.2% | $1.34万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $116.71万 | 0.48% | 23,170 | 18,726 | 421.4% | $94.32万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $117.40万 | 0.48% | 12,495 | 12,495 | — | $117.40万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $118.61万 | 0.49% | 3,921 | 67 | 1.7% | $2.03万 | 加仓 |
| MRK | MERCK & CO INC | $121.76万 | 0.50% | 10,123 | 927 | 10.1% | $11.15万 | 加仓 |
| ABEV | AMBEV SA | $123.23万 | 0.51% | 422,029 | -146,522 | -25.8% | -$42.78万 | 减仓 |
| NNN | NNN REIT INC | $123.40万 | 0.51% | 29,360 | 453 | 1.6% | $1.90万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $125.82万 | 0.52% | 7,206 | 344 | 5.0% | $6.01万 | 加仓 |
| SHV | ISHARES TR | $132.57万 | 0.54% | 12,009 | 5,740 | 91.6% | $63.36万 | 重新持有 |
| PGR | PROGRESSIVE CORP | $135.12万 | 0.55% | 6,816 | 6,816 | — | $135.12万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $139.28万 | 0.57% | 5,746 | 82 | 1.4% | $1.99万 | 加仓 |
| TXN | TEXAS INSTRS INC | $141.22万 | 0.58% | 7,274 | 122 | 1.7% | $2.37万 | 加仓 |
| ET | ENERGY TRANSFER L P | $156.05万 | 0.64% | 80,853 | 3,767 | 4.9% | $7.27万 | 加仓 |
| ASML | ASML HLDG NV | $157.31万 | 0.65% | 1,191 | 68 | 6.1% | $8.98万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $161.83万 | 0.66% | 36,930 | 4,368 | 13.4% | $19.14万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $168.78万 | 0.69% | 27,210 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $169.31万 | 0.69% | 26,798 | 225 | 0.8% | $1.42万 | 加仓 |
| KO | COCA COLA CO | $183.90万 | 0.75% | 24,182 | 29 | 0.1% | $2,205 | 加仓 |
| PG | PROCTER & GAMBLE CO | $185.55万 | 0.76% | 12,846 | 301 | 2.4% | $4.35万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $188.32万 | 0.77% | 44,269 | 2,039 | 4.8% | $8.67万 | 加仓 |
| CVX | CHEVRON CORPORATION | $191.59万 | 0.79% | 9,260 | 153 | 1.7% | $3.17万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $194.24万 | 0.80% | 65,866 | 362 | 0.6% | $1.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $199.15万 | 0.82% | 11,419 | 237 | 2.1% | $4.13万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $203.38万 | 0.83% | 40,513 | -2,763 | -6.4% | -$13.87万 | 减仓 |
| ABBV | ABBVIE INC | $233.01万 | 0.96% | 10,714 | 69 | 0.6% | $1.50万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $245.75万 | 1.01% | 71,419 | 3,003 | 4.4% | $10.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $258.25万 | 1.06% | 3,971 | -876 | -18.1% | -$56.97万 | 减仓 |
| MO | ALTRIA GROUP INC | $269.40万 | 1.10% | 40,824 | -9,823 | -19.4% | -$64.82万 | 减仓 |
| CAT | CATERPILLAR INC | $285.13万 | 1.17% | 4,025 | 33 | 0.8% | $2.34万 | 加仓 |
| VST | VISTRA CORP | $289.90万 | 1.19% | 19,284 | 185 | 1.0% | $2.78万 | 加仓 |
| WMT | WALMART INC | $295.30万 | 1.21% | 23,761 | 199 | 0.8% | $2.47万 | 加仓 |
| META | META PLATFORMS INC | $331.95万 | 1.36% | 5,802 | 181 | 3.2% | $10.36万 | 加仓 |
| GE | GE AEROSPACE | $336.43万 | 1.38% | 11,856 | 50 | 0.4% | $1.42万 | 加仓 |
| GEV | GE VERNOVA INC | $336.94万 | 1.38% | 3,860 | 2 | 0.1% | $1,746 | 加仓 |
| GOOG | ALPHABET INC | $363.09万 | 1.49% | 12,657 | -39 | -0.3% | -$1.12万 | 减仓 |
| FSLR | FIRST SOLAR INC | $377.38万 | 1.55% | 19,131 | 51 | 0.3% | $1.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $378.37万 | 1.55% | 12,863 | -15 | -0.1% | -$4,412 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $380.26万 | 1.56% | 15,556 | 6,595 | 73.6% | $161.21万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $440.87万 | 1.81% | 146,370 | -1,145 | -0.8% | -$3.45万 | 减仓 |
| AMZN | AMAZON COM INC | $487.31万 | 2.00% | 23,398 | 350 | 1.5% | $7.29万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $547.35万 | 2.24% | 164,024 | 721 | 0.4% | $2.41万 | 加仓 |
| — | EXXON MOBIL CORP | $700.12万 | 2.87% | 41,266 | 385 | 0.9% | $6.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $748.75万 | 3.07% | 20,227 | 251 | 1.3% | $9.29万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $826.23万 | 3.39% | 205,582 | 12,593 | 6.5% | $50.61万 | 加仓 |
| TSLA | TESLA INC | $827.44万 | 3.39% | 22,258 | -102 | -0.5% | -$3.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,125.98万 | 4.62% | 23,497 | -66 | -0.3% | -$3.16万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $1,132.93万 | 4.65% | 231,872 | 39,419 | 20.5% | $192.60万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,404.15万 | 5.76% | 365,474 | 11,056 | 3.1% | $42.48万 | 加仓 |
| AAPL | APPLE INC | $1,815.04万 | 7.44% | 71,517 | -136 | -0.2% | -$3.45万 | 减仓 |