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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,106.87万 | 7.73% | 72,811 | 1,294 | 1.8% | $37.44万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,646.32万 | 6.04% | 370,125 | 4,651 | 1.3% | $20.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,186.72万 | 4.36% | 23,716 | 219 | 0.9% | $10.96万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,097.97万 | 4.03% | 224,695 | -7,177 | -3.1% | -$35.07万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $986.47万 | 3.62% | 208,999 | 3,417 | 1.7% | $16.13万 | 加仓 |
| TSLA | TESLA INC | $947.07万 | 3.48% | 22,517 | 259 | 1.2% | $10.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $779.35万 | 2.86% | 20,893 | 666 | 3.3% | $24.84万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $697.41万 | 2.56% | 164,755 | 731 | 0.4% | $3.09万 | 加仓 |
| — | EXXON MOBIL CORP | $571.05万 | 2.10% | 41,768 | 502 | 1.2% | $6.86万 | 加仓 |
| AMZN | AMAZON COM INC | $566.82万 | 2.08% | 23,782 | 384 | 1.6% | $9.15万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $499.85万 | 1.83% | 147,536 | 1,166 | 0.8% | $3.95万 | 加仓 |
| GOOG | ALPHABET INC | $465.88万 | 1.71% | 13,185 | 528 | 4.2% | $18.66万 | 加仓 |
| GEV | GE VERNOVA INC | $457.37万 | 1.68% | 3,893 | 33 | 0.9% | $3.88万 | 加仓 |
| FSLR | FIRST SOLAR INC | $453.70万 | 1.67% | 19,228 | 97 | 0.5% | $2.29万 | 加仓 |
| GE | GE AEROSPACE | $447.67万 | 1.64% | 11,978 | 122 | 1.0% | $4.56万 | 加仓 |
| CAT | CATERPILLAR INC | $438.97万 | 1.61% | 4,122 | 97 | 2.4% | $10.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $428.54万 | 1.57% | 13,092 | 229 | 1.8% | $7.50万 | 加仓 |
| META | META PLATFORMS INC | $332.76万 | 1.22% | 5,907 | 105 | 1.8% | $5.91万 | 加仓 |
| VST | VISTRA CORP | $307.86万 | 1.13% | 19,407 | 123 | 0.6% | $1.95万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $290.64万 | 1.07% | 3,892 | -79 | -2.0% | -$5.90万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $278.43万 | 1.02% | 73,347 | 1,928 | 2.7% | $7.32万 | 加仓 |
| ABBV | ABBVIE INC | $271.02万 | 0.99% | 10,770 | 56 | 0.5% | $1.41万 | 加仓 |
| WMT | WALMART INC | $270.93万 | 0.99% | 23,921 | 160 | 0.7% | $1.81万 | 加仓 |
| FRMI | FERMI INC | $269.69万 | 0.99% | 294,416 | 294,416 | — | $269.69万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $261.06万 | 0.96% | 13,047 | 1,628 | 14.3% | $32.58万 | 加仓 |
| ASML | ASML HLDG NV | $240.72万 | 0.88% | 1,210 | 19 | 1.6% | $3.78万 | 加仓 |
| MO | ALTRIA GROUP INC | $236.65万 | 0.87% | 32,891 | -7,933 | -19.4% | -$57.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $233.87万 | 0.86% | 9,209 | -6,347 | -40.8% | -$161.19万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $227.15万 | 0.83% | 65,611 | -255 | -0.4% | -$8,828 | 减仓 |
| TXN | TEXAS INSTRS INC | $217.43万 | 0.80% | 7,294 | 20 | 0.3% | $5,962 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $206.91万 | 0.76% | 41,987 | -2,282 | -5.2% | -$11.25万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $205.83万 | 0.76% | 18,605 | 15,437 | 487.3% | $170.78万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $198.16万 | 0.73% | 13,514 | 668 | 5.2% | $9.80万 | 加仓 |
| KO | COCA COLA CO | $197.18万 | 0.72% | 24,262 | 80 | 0.3% | $6,502 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $196.33万 | 0.72% | 46,371 | 5,858 | 14.5% | $24.80万 | 加仓 |
| PGR | PROGRESSIVE CORP | $185.64万 | 0.68% | 8,498 | 1,682 | 24.7% | $36.74万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $176.04万 | 0.65% | 36,921 | -9 | -0.0% | -$429 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $165.82万 | 0.61% | 5,897 | 151 | 2.6% | $4.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $154.54万 | 0.57% | 9,323 | 63 | 0.7% | $1.04万 | 加仓 |
| ET | ENERGY TRANSFER L P | $154.07万 | 0.57% | 80,581 | -272 | -0.3% | -$5,201 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $142.60万 | 0.52% | 2,986 | 54 | 1.8% | $2.58万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $141.60万 | 0.52% | 27,210 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $140.12万 | 0.51% | 24,875 | 5,985 | 31.7% | $33.71万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $135.16万 | 0.50% | 23,457 | 15,897 | 210.3% | $91.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $134.40万 | 0.49% | 3,973 | 52 | 1.3% | $1.76万 | 加仓 |
| SHV | ISHARES TR | $132.00万 | 0.48% | 11,962 | -47 | -0.4% | -$5,186 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $130.70万 | 0.48% | 51,761 | 21,865 | 73.1% | $55.21万 | 加仓 |
| MTDR | MATADOR RES CO | $126.15万 | 0.46% | 25,341 | -1,457 | -5.4% | -$7.25万 | 减仓 |
| NNN | NNN REIT INC | $125.61万 | 0.46% | 26,995 | -2,365 | -8.1% | -$11.00万 | 减仓 |
| APH | AMPHENOL CORP | $123.20万 | 0.45% | 6,987 | 1,206 | 20.9% | $21.27万 | 加仓 |
| GOOGL | ALPHABET INC | $120.38万 | 0.44% | 3,368 | 312 | 10.2% | $11.15万 | 加仓 |
| AMGN | AMGEN INC | $117.77万 | 0.43% | 3,252 | 46 | 1.4% | $1.67万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $116.32万 | 0.43% | 2,799 | 61 | 2.2% | $2.54万 | 加仓 |
| TGT | TARGET CORP | $107.71万 | 0.40% | 8,247 | -323 | -3.8% | -$4.22万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $107.10万 | 0.39% | 7,326 | 120 | 1.7% | $1.75万 | 加仓 |
| LLY | ELI LILLY & CO | $106.79万 | 0.39% | 890 | 890 | — | $106.79万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $105.89万 | 0.39% | 12,710 | 82 | 0.6% | $6,831 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $104.53万 | 0.38% | 2,951 | 293 | 11.0% | $10.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $104.35万 | 0.38% | 5,768 | 35 | 0.6% | $6,332 | 加仓 |
| RTX | RTX CORPORATION | $103.97万 | 0.38% | 5,480 | -25 | -0.5% | -$4,743 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $102.22万 | 0.38% | 19,624 | -64 | -0.3% | -$3,334 | 减仓 |
| TLT | ISHARES TR | $99.50万 | 0.37% | 11,514 | -541 | -4.5% | -$4.68万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $97.47万 | 0.36% | 5,116 | -69 | -1.3% | -$1.31万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $97.32万 | 0.36% | 5,254 | -65 | -1.2% | -$1.20万 | 减仓 |
| V | VISA INC | $95.69万 | 0.35% | 2,789 | 130 | 4.9% | $4.46万 | 加仓 |
| BKH | BLACK HILLS CORP | $94.31万 | 0.35% | 12,675 | -2,445 | -16.2% | -$18.19万 | 减仓 |
| MCD | MCDONALDS CORP | $93.00万 | 0.34% | 3,441 | 32 | 0.9% | $8,649 | 加仓 |
| HD | HOME DEPOT INC | $92.89万 | 0.34% | 2,634 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $91.99万 | 0.34% | 18,220 | -4,950 | -21.4% | -$24.99万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $89.43万 | 0.33% | 10,766 | -72 | -0.7% | -$5,981 | 减仓 |
| RIO | RIO TINTO PLC | $86.57万 | 0.32% | 9,119 | -798 | -8.0% | -$7.58万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $84.60万 | 0.31% | 30,954 | -2 | -0.0% | -$55 | 减仓 |
| F | FORD MTR CO | $84.14万 | 0.31% | 60,533 | 394 | 0.7% | $5,477 | 加仓 |
| CB | CHUBB LIMITED | $83.62万 | 0.31% | 2,454 | -16 | -0.6% | -$5,452 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $83.08万 | 0.30% | 15,643 | -215 | -1.4% | -$1.14万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $81.53万 | 0.30% | 17,651 | 17,651 | — | $81.53万 | 新建仓 |
| ABEV | AMBEV SA | $78.26万 | 0.29% | 249,248 | -172,781 | -40.9% | -$54.25万 | 减仓 |
| BLK | BLACKROCK INC | $77.44万 | 0.28% | 805 | 21 | 2.7% | $2.02万 | 加仓 |
| SBUX | STARBUCKS CORP | $77.32万 | 0.28% | 7,567 | 58 | 0.8% | $5,927 | 加仓 |
| BKE | BUCKLE INC | $76.34万 | 0.28% | 18,090 | -3,032 | -14.4% | -$12.79万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $75.30万 | 0.28% | 4,407 | 4,407 | — | $75.30万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $75.16万 | 0.28% | 16,578 | -185 | -1.1% | -$8,388 | 减仓 |
| KT | KT CORP | $73.30万 | 0.27% | 42,420 | 401 | 1.0% | $6,929 | 加仓 |
| SBR | SABINE RTY TR | $73.20万 | 0.27% | 10,000 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $73.06万 | 0.27% | 5,835 | 5,835 | — | $73.06万 | 新建仓 |
| TSN | TYSON FOODS INC | $72.92万 | 0.27% | 12,738 | 348 | 2.8% | $1.99万 | 加仓 |
| PSX | PHILLIPS 66 | $69.98万 | 0.26% | 4,140 | 12 | 0.3% | $2,028 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $68.89万 | 0.25% | 4,342 | -40 | -0.9% | -$6,346 | 减仓 |
| ANET | ARISTA NETWORKS INC | $68.82万 | 0.25% | 4,051 | 220 | 5.7% | $3.74万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $68.67万 | 0.25% | 13,577 | -1,040 | -7.1% | -$5.26万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $68.66万 | 0.25% | 6,409 | -63 | -1.0% | -$6,749 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $68.64万 | 0.25% | 2,553 | 12 | 0.5% | $3,226 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $68.57万 | 0.25% | 24,559 | 690 | 2.9% | $1.93万 | 加仓 |
| AVGO | BROADCOM INC | $66.86万 | 0.25% | 1,770 | 308 | 21.1% | $11.64万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $66.60万 | 0.24% | 15,127 | -69 | -0.5% | -$3,038 | 减仓 |
| CSCO | CISCO SYS INC | $66.23万 | 0.24% | 5,639 | 75 | 1.3% | $8,809 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $65.72万 | 0.24% | 5,604 | 19 | 0.3% | $2,228 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $64.86万 | 0.24% | 12,098 | 92 | 0.8% | $4,932 | 加仓 |
| VOO | VANGUARD INDEX FDS | $64.27万 | 0.24% | 936 | 52 | 5.9% | $3.57万 | 加仓 |
| SNA | SNAP ON INC | $62.16万 | 0.23% | 1,545 | -686 | -30.7% | -$27.60万 | 减仓 |