BURLING WEALTH PARTNERS, LLC
CHICAGO IL · SEC CIK 0002054946
$6.18亿2026Q1 申报市值
177持仓数
35.3%前十大占比 · 第一大 5.3%
4 / 12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
VBIL 加仓+$333.57万
SARO 加仓+$322.58万
CDNS 新建仓+$319.41万
VEA 加仓+$285.74万
MPWR 新建仓+$236.71万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$669.02万
ARES 清仓-$411.27万
VLTO 清仓-$373.65万
ROP 减仓-$286.98万
VO 减仓-$150.17万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $3,299.73万 | 5.34% | 130,018 | 785 | 0.6% | $19.92万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,645.05万 | 4.28% | 71,455 | -294 | -0.4% | -$10.88万 | 减仓 |
| AMZN | AMAZON COM INC COM | $2,602.48万 | 4.21% | 124,957 | 1,553 | 1.3% | $32.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,537.39万 | 4.10% | 145,493 | 3,277 | 2.3% | $57.15万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,191.62万 | 3.54% | 76,214 | -3,739 | -4.7% | -$107.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,855.21万 | 3.00% | 63,068 | -1,585 | -2.5% | -$46.62万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $1,849.12万 | 2.99% | 64,389 | -5,229 | -7.5% | -$150.17万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,628.59万 | 2.63% | 25,042 | 421 | 1.7% | $27.38万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,613.93万 | 2.61% | 129,831 | 420 | 0.3% | $5.22万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,609.54万 | 2.60% | 56,109 | 379 | 0.7% | $10.87万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,560.38万 | 2.52% | 59,575 | -1,210 | -2.0% | -$31.69万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,220.71万 | 1.97% | 21,336 | 2,306 | 12.1% | $131.94万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,205.45万 | 1.95% | 13,106 | -175 | -1.3% | -$16.10万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $1,144.69万 | 1.85% | 35,681 | 176 | 0.5% | $5.65万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,077.32万 | 1.74% | 49,534 | -386 | -0.8% | -$8.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,066.22万 | 1.72% | 22,250 | 4,020 | 22.1% | $192.64万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,035.38万 | 1.67% | 17,327 | 3,299 | 23.5% | $197.13万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $1,028.10万 | 1.66% | 20,576 | 158 | 0.8% | $7.89万 | 加仓 |
| BX | BLACKSTONE INC COM | $957.47万 | 1.55% | 83,266 | -9,954 | -10.7% | -$114.46万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $910.85万 | 1.47% | 142,143 | 44,591 | 45.7% | $285.74万 | 加仓 |
| RTX | RTX CORPORATION COM | $888.92万 | 1.44% | 46,082 | 1,872 | 4.2% | $36.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $845.89万 | 1.37% | 82,389 | -5,071 | -5.8% | -$52.06万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $818.64万 | 1.32% | 88,139 | 2,079 | 2.4% | $19.31万 | 加仓 |
| TJX | TJX COS INC NEW COM | $762.63万 | 1.23% | 47,754 | 1,974 | 4.3% | $31.52万 | 加仓 |
| — | HONEYWELL INTL INC COM | $753.04万 | 1.22% | 33,316 | 280 | 0.8% | $6.33万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $709.58万 | 1.15% | 28,612 | -3,202 | -10.1% | -$79.41万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $682.66万 | 1.10% | 29,708 | 951 | 3.3% | $21.85万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $668.63万 | 1.08% | 89,032 | 14,809 | 20.0% | $111.22万 | 加仓 |
| — | EXXON MOBIL CORP COM | $656.72万 | 1.06% | 38,708 | 1,838 | 5.0% | $31.18万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $651.32万 | 1.05% | 216,602 | 20,451 | 10.4% | $61.50万 | 加仓 |
| PLD | PROLOGIS INC. COM | $573.45万 | 0.93% | 43,384 | 3,919 | 9.9% | $51.80万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $563.29万 | 0.91% | 51,027 | -10,046 | -16.4% | -$110.90万 | 重新持有 |
| IVV | ISHARES CORE S&P 500 ETF | $513.12万 | 0.83% | 7,855 | 596 | 8.2% | $38.93万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $496.07万 | 0.80% | 23,619 | 1,457 | 6.6% | $30.60万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $493.92万 | 0.80% | 74,712 | 13,878 | 22.8% | $91.75万 | 加仓 |
| ETN | EATON CORP PLC SHS | $480.28万 | 0.78% | 13,428 | 2,132 | 18.9% | $76.26万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $473.80万 | 0.77% | 14,419 | 1,920 | 15.4% | $63.09万 | 加仓 |
| LIN | LINDE PLC SHS | $473.23万 | 0.77% | 9,545 | 1,413 | 17.4% | $70.05万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $432.75万 | 0.70% | 22,824 | -1,207 | -5.0% | -$22.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $417.97万 | 0.68% | 17,099 | -545 | -3.1% | -$13.32万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $417.35万 | 0.67% | 16,034 | -382 | -2.3% | -$9.94万 | 减仓 |
| HD | HOME DEPOT INC COM | $413.14万 | 0.67% | 12,562 | 377 | 3.1% | $12.40万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $404.30万 | 0.65% | 53,444 | 44,094 | 471.6% | $333.57万 | 加仓 |
| CME | CME GROUP INC COM | $404.28万 | 0.65% | 13,688 | -1,994 | -12.7% | -$58.89万 | 减仓 |
| SARO | STANDARDAERO INC COM | $381.85万 | 0.62% | 147,832 | 124,884 | 544.2% | $322.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $370.02万 | 0.60% | 25,617 | -3,238 | -11.2% | -$46.77万 | 减仓 |
| NDAQ | NASDAQ INC COM | $341.68万 | 0.55% | 40,250 | 2,307 | 6.1% | $19.58万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $340.22万 | 0.55% | 36,856 | 13,469 | 57.6% | $124.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $335.70万 | 0.54% | 3,369 | -278 | -7.6% | -$27.70万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $334.92万 | 0.54% | 16,405 | 1,059 | 6.9% | $21.62万 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $327.25万 | 0.53% | 13,357 | -163 | -1.2% | -$3.99万 | 减仓 |
| MRK | MERCK & CO INC COM | $324.33万 | 0.52% | 26,963 | -1,950 | -6.7% | -$23.46万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $319.41万 | 0.52% | 11,495 | 11,495 | — | $319.41万 | 新建仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $308.53万 | 0.50% | 7,236 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $299.93万 | 0.49% | 17,292 | -2,876 | -14.3% | -$49.88万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $293.97万 | 0.48% | 51,002 | 15,475 | 43.6% | $89.20万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $270.06万 | 0.44% | 12,557 | 46 | 0.4% | $9,893 | 加仓 |
| V | VISA INC COM CL A | $264.68万 | 0.43% | 8,757 | -894 | -9.3% | -$27.02万 | 减仓 |
| INTU | INTUIT COM | $255.36万 | 0.41% | 5,906 | -3,159 | -34.8% | -$136.59万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $255.16万 | 0.41% | 47,209 | -3,625 | -7.1% | -$19.59万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $247.59万 | 0.40% | 12,554 | -357 | -2.8% | -$7.04万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $247.33万 | 0.40% | 26,503 | 993 | 3.9% | $9.27万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $246.21万 | 0.40% | 27,197 | 205 | 0.8% | $1.86万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $236.71万 | 0.38% | 2,165 | 2,165 | — | $236.71万 | 新建仓 |
| ZTS | ZOETIS INC CL A | $229.66万 | 0.37% | 19,428 | -3,060 | -13.6% | -$36.17万 | 减仓 |
| UNP | UNION PAC CORP COM | $227.41万 | 0.37% | 9,373 | -585 | -5.9% | -$14.19万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $218.65万 | 0.35% | 7,316 | 3,905 | 114.5% | $116.71万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $218.01万 | 0.35% | 27,502 | 3,939 | 16.7% | $31.22万 | 加仓 |
| CSCO | CISCO SYS INC COM | $213.43万 | 0.35% | 27,508 | -1,548 | -5.3% | -$12.01万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $210.11万 | 0.34% | 13,359 | -2,019 | -13.1% | -$31.75万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $208.17万 | 0.34% | 6,080 | 1,405 | 30.1% | $48.10万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $196.22万 | 0.32% | 11,370 | -2,444 | -17.7% | -$42.18万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $194.61万 | 0.31% | 9,406 | -659 | -6.5% | -$13.63万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $194.60万 | 0.31% | 19,332 | 14,891 | 335.3% | $149.89万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $191.78万 | 0.31% | 37,878 | 4,180 | 12.4% | $21.16万 | 加仓 |
| MCD | MCDONALDS CORP COM | $190.34万 | 0.31% | 6,125 | -202 | -3.2% | -$6.28万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $188.73万 | 0.31% | 8,833 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $182.28万 | 0.29% | 26,993 | 5,208 | 23.9% | $35.17万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $180.39万 | 0.29% | 2,015 | -48 | -2.3% | -$4.30万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $149.82万 | 0.24% | 1,771 | -163 | -8.4% | -$13.79万 | 减仓 |
| ORCL | ORACLE CORP COM | $146.15万 | 0.24% | 9,935 | -1,766 | -15.1% | -$25.98万 | 减仓 |
| OKE | ONEOK INC NEW COM | $143.09万 | 0.23% | 15,830 | -673 | -4.1% | -$6.08万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $141.66万 | 0.23% | 28,394 | 10,820 | 61.6% | $53.98万 | 加仓 |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | $132.93万 | 0.21% | 17,570 | -9,469 | -35.0% | -$71.64万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $131.30万 | 0.21% | 5,240 | 12 | 0.2% | $3,007 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $127.93万 | 0.21% | 3,991 | -853 | -17.6% | -$27.34万 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $120.56万 | 0.19% | 5,843 | 12 | 0.2% | $2,476 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $119.71万 | 0.19% | 1,941 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $111.79万 | 0.18% | 17,302 | -1,200 | -6.5% | -$7.75万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $111.20万 | 0.18% | 5,794 | 15 | 0.3% | $2,879 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $110.62万 | 0.18% | 19,517 | -3,269 | -14.3% | -$18.53万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $108.99万 | 0.18% | 10,671 | -597 | -5.3% | -$6.10万 | 减仓 |
| PEP | PEPSICO INC COM | $107.90万 | 0.17% | 6,948 | -1,333 | -16.1% | -$20.70万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $102.27万 | 0.17% | 4,840 | -406 | -7.7% | -$8.58万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $99.33万 | 0.16% | 4,883 | 74 | 1.5% | $1.51万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $98.12万 | 0.16% | 17,425 | -2,340 | -11.8% | -$13.18万 | 减仓 |
| ECL | ECOLAB INC COM | $94.52万 | 0.15% | 3,553 | -225 | -6.0% | -$5.99万 | 减仓 |
| DIS | DISNEY WALT CO COM | $93.33万 | 0.15% | 9,684 | -1,194 | -11.0% | -$11.51万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $92.11万 | 0.15% | 9,473 | -461 | -4.6% | -$4.48万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $84.58万 | 0.14% | 4,110 | 0 | 0.0% | — | 不变 |