Burford Brothers, Inc.
DALLAS TX · SEC CIK 0002001434
$2.72亿2026Q2 申报市值
182持仓数
38.8%前十大占比 · 第一大 7.7%
12 / 5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
FRMI 新建仓+$269.69万
ED 加仓+$170.78万
LLY 新建仓+$106.79万
BMY 加仓+$91.60万
LVS 新建仓+$81.53万
2026Q2 卖出最多 按季末市值估算
JNJ 减仓-$161.19万
NFG 清仓-$117.40万
MRK 减仓-$102.33万
CF 清仓-$84.75万
QCOM 清仓-$80.64万
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 |
|---|---|---|---|---|---|---|---|---|
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -12,495 | -100.0% | -$117.40万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -6,527 | -100.0% | -$84.75万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -6,262 | -100.0% | -$80.64万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -3,648 | -100.0% | -$66.51万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -749 | -100.0% | -$31.86万 | 清仓 |
| — | ROCKWELL MED INC | $7,799 | 0.00% | 14,168 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $3.75万 | 0.01% | 37,087 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $6.83万 | 0.03% | 13,163 | -6,394 | -32.7% | -$3.32万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $10.02万 | 0.04% | 13,070 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $14.17万 | 0.05% | 14,950 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE TAX MNGED BUY WR | $19.43万 | 0.07% | 12,500 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $19.64万 | 0.07% | 13,200 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $20.59万 | 0.08% | 5,606 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $20.88万 | 0.08% | 1,698 | -1,164 | -40.7% | -$14.31万 | 重新持有 |
| — | PUTNAM MUN OPPORTUNITIES TR | $20.97万 | 0.08% | 19,900 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $21.35万 | 0.08% | 577 | 577 | — | $21.35万 | 新建仓 |
| — | INVESCO MUNI INCOME OPP TRST | $21.41万 | 0.08% | 34,470 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.05万 | 0.08% | 3,587 | 0 | 0.0% | — | 重新持有 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $22.14万 | 0.08% | 8,531 | -377 | -4.2% | -$9,783 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $22.41万 | 0.08% | 3,874 | 40 | 1.0% | $2,314 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $23.00万 | 0.08% | 4,473 | 4,473 | — | $23.00万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $23.37万 | 0.09% | 10,483 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $23.66万 | 0.09% | 996 | 3 | 0.3% | $713 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $24.44万 | 0.09% | 480 | 6 | 1.3% | $3,055 | 加仓 |
| EL | LAUDER ESTEE COS INC | $24.66万 | 0.09% | 3,123 | 9 | 0.3% | $711 | 加仓 |
| NUE | NUCOR CORP | $24.68万 | 0.09% | 1,108 | 1,108 | — | $24.68万 | 新建仓 |
| HAL | HALLIBURTON CO | $24.71万 | 0.09% | 7,279 | 18 | 0.2% | $611 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $25.04万 | 0.09% | 9,490 | -950 | -9.1% | -$2.51万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $25.47万 | 0.09% | 30,000 | 30,000 | — | $25.47万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.76万 | 0.09% | 878 | 6 | 0.7% | $1,760 | 加仓 |
| LRCX | LAM RESEARCH CORP | $25.78万 | 0.09% | 595 | 595 | — | $25.78万 | 新建仓 |
| ENB | ENBRIDGE INC | $25.96万 | 0.10% | 4,789 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $26.37万 | 0.10% | 2,058 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $26.68万 | 0.10% | 775 | 5 | 0.6% | $1,722 | 加仓 |
| PFE | PFIZER INC | $26.99万 | 0.10% | 11,207 | 105 | 0.9% | $2,529 | 加仓 |
| EWJ | ISHARES INC | $27.08万 | 0.10% | 2,904 | -100 | -3.3% | -$9,326 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.32万 | 0.10% | 687 | 3 | 0.4% | $1,193 | 加仓 |
| VHT | VANGUARD WORLD FD | $27.39万 | 0.10% | 916 | 42 | 4.8% | $1.26万 | 加仓 |
| MRK | MERCK & CO INC | $27.77万 | 0.10% | 2,161 | -7,962 | -78.7% | -$102.33万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $28.01万 | 0.10% | 10,196 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $28.23万 | 0.10% | 445 | 4 | 0.9% | $2,537 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $28.41万 | 0.10% | 6,065 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $28.64万 | 0.11% | 5,654 | 0 | 0.0% | — | 不变 |
| EDD | MORGAN STANLEY EMERGING MKTS | $28.73万 | 0.11% | 48,860 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $28.97万 | 0.11% | 22,850 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $29.06万 | 0.11% | 40,760 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $29.15万 | 0.11% | 21,950 | 1,850 | 9.2% | $2.46万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $29.84万 | 0.11% | 2,424 | -10 | -0.4% | -$1,231 | 减仓 |
| ABT | ABBOTT LABORATORIES | $30.15万 | 0.11% | 3,323 | 53 | 1.6% | $4,809 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.61万 | 0.11% | 3,457 | -127 | -3.5% | -$1.12万 | 减仓 |
| IWM | ISHARES TR | $30.72万 | 0.11% | 1,022 | -27 | -2.6% | -$8,115 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $30.74万 | 0.11% | 9,694 | 1 | 0.0% | $32 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $31.12万 | 0.11% | 21,400 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $31.28万 | 0.11% | 768 | 768 | — | $31.28万 | 新建仓 |
| FE | FIRSTENERGY CORP | $31.78万 | 0.12% | 6,684 | -40 | -0.6% | -$1,902 | 减仓 |
| MINT | PIMCO ETF TR | $32.23万 | 0.12% | 3,197 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $32.34万 | 0.12% | 6,149 | 0 | 0.0% | — | 不变 |
| — | UNITED STS COMMODITY INDEX F | $32.43万 | 0.12% | 3,501 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $32.83万 | 0.12% | 3,411 | 25 | 0.7% | $2,406 | 加仓 |
| PHM | PULTE GROUP INC | $33.75万 | 0.12% | 2,460 | -3 | -0.1% | -$412 | 减仓 |
| QQQ | INVESCO QQQ TR | $34.17万 | 0.13% | 464 | 31 | 7.2% | $2.28万 | 加仓 |
| IEMG | ISHARES INC | $36.46万 | 0.13% | 4,401 | 220 | 5.3% | $1.82万 | 加仓 |
| COP | CONOCOPHILLIPS | $36.89万 | 0.14% | 3,548 | 36 | 1.0% | $3,743 | 加仓 |
| PEP | PEPSICO INC | $38.05万 | 0.14% | 2,810 | -606 | -17.7% | -$8.21万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.82万 | 0.14% | 10,559 | 47 | 0.4% | $1,728 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.82万 | 0.14% | 1,733 | 11 | 0.6% | $2,464 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $39.84万 | 0.15% | 11,472 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $41.06万 | 0.15% | 1,023 | 3 | 0.3% | $1,204 | 加仓 |
| RSG | REPUBLIC SVCS INC | $41.42万 | 0.15% | 1,944 | 53 | 2.8% | $1.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.32万 | 0.16% | 452 | 43 | 10.5% | $4.03万 | 加仓 |
| EAT | BRINKER INTL INC | $44.55万 | 0.16% | 2,652 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $45.49万 | 0.17% | 14,627 | 53 | 0.4% | $1,648 | 加仓 |
| NVO | NOVO-NORDISK A S | $46.95万 | 0.17% | 9,794 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $47.97万 | 0.18% | 6,223 | -45 | -0.7% | -$3,469 | 减仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $48.06万 | 0.18% | 48,690 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $48.36万 | 0.18% | 37,778 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $48.77万 | 0.18% | 1,324 | 443 | 50.3% | $16.32万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $49.21万 | 0.18% | 46,421 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $49.34万 | 0.18% | 13,352 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $50.87万 | 0.19% | 4,360 | 84 | 2.0% | $9,800 | 加仓 |
| UNP | UNION PAC CORP | $51.05万 | 0.19% | 1,877 | 35 | 1.9% | $9,520 | 加仓 |
| AMAT | APPLIED MATLS INC | $51.47万 | 0.19% | 712 | 712 | — | $51.47万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $51.98万 | 0.19% | 20,203 | -5,414 | -21.1% | -$13.93万 | 减仓 |
| CRM | SALESFORCE INC | $52.55万 | 0.19% | 3,354 | 31 | 0.9% | $4,857 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $52.75万 | 0.19% | 10,378 | -60 | -0.6% | -$3,050 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $56.29万 | 0.21% | 8,794 | -27 | -0.3% | -$1,728 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $62.02万 | 0.23% | 9,148 | 2,910 | 46.6% | $19.73万 | 重新持有 |
| SNA | SNAP ON INC | $62.16万 | 0.23% | 1,545 | -686 | -30.7% | -$27.60万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $64.27万 | 0.24% | 936 | 52 | 5.9% | $3.57万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $64.86万 | 0.24% | 12,098 | 92 | 0.8% | $4,932 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $65.72万 | 0.24% | 5,604 | 19 | 0.3% | $2,228 | 加仓 |
| CSCO | CISCO SYS INC | $66.23万 | 0.24% | 5,639 | 75 | 1.3% | $8,809 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $66.60万 | 0.24% | 15,127 | -69 | -0.5% | -$3,038 | 减仓 |
| AVGO | BROADCOM INC | $66.86万 | 0.25% | 1,770 | 308 | 21.1% | $11.64万 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $68.57万 | 0.25% | 24,559 | 690 | 2.9% | $1.93万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $68.64万 | 0.25% | 2,553 | 12 | 0.5% | $3,226 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $68.66万 | 0.25% | 6,409 | -63 | -1.0% | -$6,749 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $68.67万 | 0.25% | 13,577 | -1,040 | -7.1% | -$5.26万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $68.82万 | 0.25% | 4,051 | 220 | 5.7% | $3.74万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $68.89万 | 0.25% | 4,342 | -40 | -0.9% | -$6,346 | 减仓 |