BURLING WEALTH PARTNERS, LLC
CHICAGO IL · SEC CIK 0002054946
$6.83亿2026Q2 申报市值
180持仓数
36.7%前十大占比 · 第一大 5.5%
14 / 12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
XOM 新建仓+$535.75万
VOO 加仓+$453.91万
APH 加仓+$406.40万
ARMK 新建仓+$373.62万
HONA 新建仓+$364.21万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$656.72万
SHV 清仓-$563.29万
VBIL 清仓-$404.30万
HON 减仓-$377.09万
HD 减仓-$373.17万
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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $123.17万 | 0.18% | 5,789 | -5 | -0.1% | -$1,064 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $127.81万 | 0.19% | 17,425 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $130.22万 | 0.19% | 3,782 | -209 | -5.2% | -$7.20万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $131.93万 | 0.19% | 10,445 | -226 | -2.1% | -$2.85万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $132.34万 | 0.19% | 26,164 | -2,230 | -7.9% | -$11.28万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $136.52万 | 0.20% | 1,941 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $136.97万 | 0.20% | 15,755 | -75 | -0.5% | -$6,521 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $143.32万 | 0.21% | 5,843 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $145.28万 | 0.21% | 28,695 | -9,183 | -24.2% | -$46.49万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $153.20万 | 0.22% | 12,444 | -915 | -6.8% | -$11.26万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $154.58万 | 0.23% | 9,326 | -80 | -0.9% | -$1.33万 | 减仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $156.50万 | 0.23% | 15,556 | 15,556 | — | $156.50万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $161.08万 | 0.24% | 17,662 | 360 | 2.1% | $3.28万 | 加仓 |
| MCD | MCDONALDS CORP COM | $164.34万 | 0.24% | 6,080 | -45 | -0.7% | -$1.22万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $170.49万 | 0.25% | 5,092 | -148 | -2.8% | -$4.96万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $176.79万 | 0.26% | 1,748 | -23 | -1.3% | -$2.33万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $177.87万 | 0.26% | 10,874 | -496 | -4.4% | -$8.11万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $179.78万 | 0.26% | 6,147 | 67 | 1.1% | $1.96万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $190.01万 | 0.28% | 4,404 | -20 | -0.5% | -$8,629 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $196.31万 | 0.29% | 2,007 | -8 | -0.4% | -$7,825 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $214.13万 | 0.31% | 8,833 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $219.20万 | 0.32% | 27,737 | 235 | 0.9% | $1.86万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $219.25万 | 0.32% | 7,360 | -247 | -3.2% | -$7.36万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $234.05万 | 0.34% | 30,353 | 3,360 | 12.4% | $25.91万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $236.57万 | 0.35% | 12,476 | -78 | -0.6% | -$1.48万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $240.92万 | 0.35% | 14,455 | -2,837 | -16.4% | -$47.28万 | 减仓 |
| UNP | UNION PAC CORP COM | $251.19万 | 0.37% | 9,235 | -138 | -1.5% | -$3.75万 | 减仓 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ET | $254.82万 | 0.37% | 7,409 | 93 | 1.3% | $3.20万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $255.45万 | 0.37% | 26,368 | -135 | -0.5% | -$1.31万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $264.78万 | 0.39% | 4,558 | -325 | -6.7% | -$18.88万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $266.44万 | 0.39% | 27,588 | 391 | 1.4% | $3.78万 | 加仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $270.45万 | 0.40% | 24,126 | 24,126 | — | $270.45万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $288.52万 | 0.42% | 12,193 | -364 | -2.9% | -$8.61万 | 减仓 |
| CME | CME GROUP INC COM | $290.37万 | 0.42% | 13,149 | -539 | -3.9% | -$11.90万 | 减仓 |
| V | VISA INC COM CL A | $301.76万 | 0.44% | 8,795 | 38 | 0.4% | $1.30万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $306.55万 | 0.45% | 51,357 | 4,148 | 8.8% | $24.76万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $316.98万 | 0.46% | 54,804 | 3,802 | 7.5% | $21.99万 | 加仓 |
| CSCO | CISCO SYS INC COM | $320.46万 | 0.47% | 27,283 | -225 | -0.8% | -$2.64万 | 减仓 |
| NDAQ | NASDAQ INC COM | $320.76万 | 0.47% | 40,696 | 446 | 1.1% | $3.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $322.79万 | 0.47% | 3,451 | 82 | 2.4% | $7.67万 | 加仓 |
| MRK | MERCK & CO INC COM | $337.23万 | 0.49% | 26,244 | -719 | -2.7% | -$9.24万 | 减仓 |
| FTAI | FTAI AVIATION LTD SHS | $353.04万 | 0.52% | 13,050 | -307 | -2.3% | -$8.31万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $354.62万 | 0.52% | 16,676 | 271 | 1.7% | $5.76万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $355.16万 | 0.52% | 38,567 | 1,711 | 4.6% | $15.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $355.40万 | 0.52% | 24,236 | -1,381 | -5.4% | -$20.25万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $359.38万 | 0.53% | 28,943 | -1 | -0.0% | -$124 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $364.21万 | 0.53% | 16,474 | 16,474 | — | $364.21万 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $368.85万 | 0.54% | 16,474 | -16,842 | -50.6% | -$377.09万 | 减仓 |
| ARMK | ARAMARK COM | $373.62万 | 0.55% | 65,663 | 65,663 | — | $373.62万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $374.89万 | 0.55% | 19,681 | -3,143 | -13.8% | -$59.87万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $386.78万 | 0.57% | 2,798 | 633 | 29.2% | $87.50万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $391.42万 | 0.57% | 14,472 | -1,562 | -9.7% | -$42.25万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $394.57万 | 0.58% | 23,524 | -95 | -0.4% | -$1.59万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $414.28万 | 0.61% | 77,176 | 2,464 | 3.3% | $13.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $426.55万 | 0.62% | 16,795 | -304 | -1.8% | -$7.72万 | 减仓 |
| SARO | STANDARDAERO INC COM | $462.27万 | 0.68% | 154,554 | 6,722 | 4.5% | $20.11万 | 加仓 |
| APH | AMPHENOL CORP CL A | $476.95万 | 0.70% | 27,050 | 23,049 | 576.1% | $406.40万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $493.36万 | 0.72% | 13,145 | 1,650 | 14.4% | $61.93万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $504.48万 | 0.74% | 16,023 | 1,604 | 11.1% | $50.50万 | 加仓 |
| LIN | LINDE PLC SHS | $521.14万 | 0.76% | 10,042 | 497 | 5.2% | $25.79万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $535.75万 | 0.78% | 39,186 | 39,186 | — | $535.75万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $606.24万 | 0.89% | 14,227 | 799 | 6.0% | $34.05万 | 加仓 |
| PLD | PROLOGIS INC. COM | $608.37万 | 0.89% | 44,908 | 1,524 | 3.5% | $20.65万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $643.19万 | 0.94% | 8,589 | 734 | 9.3% | $54.97万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $668.37万 | 0.98% | 29,988 | 280 | 0.9% | $6.24万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $704.39万 | 1.03% | 77,627 | -4,762 | -5.8% | -$43.21万 | 减仓 |
| TJX | TJX COS INC NEW COM | $725.26万 | 1.06% | 47,872 | 118 | 0.2% | $1.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $800.32万 | 1.17% | 91,184 | 3,045 | 3.5% | $26.73万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $866.95万 | 1.27% | 28,855 | 243 | 0.8% | $7.30万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $870.42万 | 1.27% | 290,045 | 73,443 | 33.9% | $220.40万 | 加仓 |
| RTX | RTX CORPORATION COM | $890.07万 | 1.30% | 46,912 | 830 | 1.8% | $15.75万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $899.10万 | 1.32% | 107,355 | 18,323 | 20.6% | $153.46万 | 加仓 |
| BX | BLACKSTONE INC COM | $952.82万 | 1.39% | 80,974 | -2,292 | -2.8% | -$26.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $1,056.68万 | 1.55% | 20,574 | -2 | -0.0% | -$1,027 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,134.38万 | 1.66% | 22,670 | 420 | 1.9% | $21.02万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,221.02万 | 1.79% | 21,677 | 341 | 1.6% | $19.21万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,240.12万 | 1.81% | 49,282 | -252 | -0.5% | -$6.34万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,267.87万 | 1.86% | 177,947 | 35,804 | 25.2% | $255.10万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $1,376.98万 | 2.02% | 37,212 | 1,531 | 4.3% | $56.65万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,578.69万 | 2.31% | 13,162 | 56 | 0.4% | $6.72万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,643.95万 | 2.41% | 23,936 | 6,609 | 38.1% | $453.91万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,877.19万 | 2.75% | 25,138 | 96 | 0.4% | $7.17万 | 加仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $1,886.69万 | 2.76% | 62,242 | 2,667 | 4.5% | $80.84万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,965.97万 | 2.88% | 132,558 | 2,727 | 2.1% | $40.44万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,982.11万 | 2.90% | 56,098 | -11 | -0.0% | -$3,887 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,066.80万 | 3.02% | 63,141 | 73 | 0.1% | $2.39万 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $2,153.93万 | 3.15% | 267,337 | 9,781 | 3.8% | $78.81万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,653.33万 | 3.88% | 71,131 | -324 | -0.5% | -$12.09万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,686.61万 | 3.93% | 75,177 | -1,037 | -1.4% | -$37.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $2,930.01万 | 4.29% | 146,435 | 942 | 0.6% | $18.85万 | 加仓 |
| AMZN | AMAZON COM INC COM | $2,996.05万 | 4.38% | 125,705 | 748 | 0.6% | $17.83万 | 加仓 |
| AAPL | APPLE INC COM | $3,774.08万 | 5.52% | 130,429 | 411 | 0.3% | $11.89万 | 加仓 |