13FBOX
BURLING WEALTH PARTNERS, LLC · 13F 持仓分析
期权收益计算器 机构排行

BURLING WEALTH PARTNERS, LLC

No.3520 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.83亿
环比变动 Q1 2026
+$6,505.3万+10.5%
持仓股票数
180
新买入
14
加仓
74
减仓
66
清仓
11
持股不变
26
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.52%5.34%$3,774.1万13.0万股$3,299.7万13.0万股+411股+0.32%加仓
亚马逊AMZN
4.38%4.21%$2,996.1万12.6万股$2,602.5万12.5万股+748股+0.60%加仓
英伟达NVDA
4.29%4.1%$2,930.0万14.6万股$2,537.4万14.5万股+942股+0.65%加仓
谷歌AGOOGL
3.93%3.54%$2,686.6万7.5万股$2,191.6万7.6万股-1,037股-1.36%减仓
微软MSFT
3.88%4.28%$2,653.3万7.1万股$2,645.1万7.1万股-324股-0.45%减仓
V先锋领航·MIDVO
3.15%2.99%$2,153.9万26.7万股$1,849.1万6.4万股+20.3万股+315.19%加仓
摩根大通JPM
3.02%3%$2,066.8万6.3万股$1,855.2万6.3万股+73股+0.12%加仓
AAlphabet Inc Class CGOOG
2.9%2.6%$1,982.1万5.6万股$1,609.5万5.6万股-11股-0.02%减仓
IiShares安硕·COREIJR
2.88%2.61%$1,966.0万13.3万股$1,613.9万13.0万股+2,727股+2.10%加仓
V先锋领航指数基金VB
2.76%2.52%$1,886.7万6.2万股$1,560.4万6.0万股+2,667股+4.48%加仓
SSPDR标普500 ETFSPY
2.75%2.63%$1,877.2万2.5万股$1,628.6万2.5万股+96股+0.38%加仓
V先锋领航指数基金VOO
2.41%1.67%$1,644.0万2.4万股$1,035.4万1.7万股+6,609股+38.14%加仓
礼来LLY
2.31%1.95%$1,578.7万1.3万股$1,205.5万1.3万股+56股+0.43%加仓
G通用动力VTI
2.02%1.85%$1,377.0万3.7万股$1,144.7万3.6万股+1,531股+4.29%加仓
V先锋领航·FTSEVEA
1.86%1.47%$1,267.9万17.8万股$910.9万14.2万股+3.6万股+25.19%加仓
艾伯维ABBV
1.81%1.74%$1,240.1万4.9万股$1,077.3万5.0万股-252股-0.51%减仓
Meta平台META
1.79%1.97%$1,221.0万2.2万股$1,220.7万2.1万股+341股+1.60%加仓
伯克希尔哈撒韦BRK.B
1.66%1.72%$1,134.4万2.3万股$1,066.2万2.2万股+420股+1.89%加仓
万事达MA
1.55%1.66%$1,056.7万2.1万股$1,028.1万2.1万股-2股-0.01%减仓
黑石集团BX
1.39%1.55%$952.8万8.1万股$957.5万8.3万股-2,292股-2.75%减仓
V先锋领航国际股票指数基金VEU
1.32%1.08%$899.1万10.7万股$668.6万8.9万股+1.8万股+20.58%加仓
雷神技术RTX
1.3%1.44%$890.1万4.7万股$888.9万4.6万股+830股+1.80%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
1.27%1.05%$870.4万29.0万股$651.3万21.7万股+7.3万股+33.91%加仓
IiShares安硕·RUSSELLIWM
1.27%1.15%$866.9万2.9万股$709.6万2.9万股+243股+0.85%加仓
N新纪元能源NEE
1.17%1.32%$800.3万9.1万股$818.6万8.8万股+3,045股+3.45%加仓
TJXTJX
1.06%1.23%$725.3万4.8万股$762.6万4.8万股+118股+0.25%加仓
雅培ABT
1.03%1.37%$704.4万7.8万股$845.9万8.2万股-4,762股-5.78%减仓
WASTE MGMT DELWM
0.98%1.1%$668.4万3.0万股$682.7万3.0万股+280股+0.94%加仓
IiShares安硕信托IVV
0.94%0.83%$643.2万8,589股$513.1万7,855股+734股+9.34%加仓
PPROLOGIS COMPLD
0.89%0.93%$608.4万4.5万股$573.4万4.3万股+1,524股+3.51%加仓
伊顿ETN
0.89%0.78%$606.2万1.4万股$480.3万1.3万股+799股+5.95%加仓
埃克森美孚XOM
0.78%1.06%$535.8万3.9万股$656.7万3.9万股+478股+1.23%加仓
林德LIN
0.76%0.77%$521.1万1.0万股$473.2万9,545股+497股+5.21%加仓
史赛克SYK
0.74%0.77%$504.5万1.6万股$473.8万1.4万股+1,604股+11.12%加仓
CADENCE DESIGN SYSTEM COMAYI
0.72%0.52%$493.4万1.3万股$319.4万1.1万股+1,650股+14.35%加仓
安费诺APH
0.7%0.08%$476.9万2.7万股$50.6万4,001股+2.3万股+576.08%加仓
STANDARDAEROSARO
0.68%0.62%$462.3万15.5万股$381.9万14.8万股+6,722股+4.55%加仓
强生JNJ
0.62%0.68%$426.5万1.7万股$418.0万1.7万股-304股-1.78%减仓
森科能源SU
0.61%0.8%$414.3万7.7万股$493.9万7.5万股+2,464股+3.30%加仓
T-MOBILE US COMTMUS
0.58%0.8%$394.6万2.4万股$496.1万2.4万股-95股-0.40%减仓
ILLINOIS TOOLITW
0.57%0.67%$391.4万1.4万股$417.3万1.6万股-1,562股-9.74%减仓
MONOLITHIC PWR SYSMPWR
0.57%0.38%$386.8万2,798股$236.7万2,165股+633股+29.24%加仓
DANAHER DEL COMDHR
0.55%0.7%$374.9万2.0万股$432.8万2.3万股-3,143股-13.77%减仓
ARAMARKARMK
0.55%$373.6万6.6万股$00股+6.6万股新买入
霍尼韦尔HON
0.54%1.22%$368.9万1.6万股$753.0万3.3万股-1.7万股-50.55%减仓
HHONEYWELL AEROSPACE INCHONA
0.53%$364.2万1.6万股$00股+1.6万股新买入
IiShares安硕·RUSSELLIWF
0.53%0.5%$359.4万2.9万股$308.5万7,236股+2.2万股+299.99%加仓
宝洁PG
0.52%0.6%$355.4万2.4万股$370.0万2.6万股-1,381股-5.39%减仓
OOREILLY AUTOMOTIVE COMORLY
0.52%0.55%$355.2万3.9万股$340.2万3.7万股+1,711股+4.64%加仓
RREINSURANCE AMERRGA
0.52%0.54%$354.6万1.7万股$334.9万1.6万股+271股+1.65%加仓

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