Sunburst Financial Group, LLC 13F 持仓 · 2026年Q3
Sunburst Financial Group 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 6.31 亿美元。前几大持仓：SCHB（10.67%）、FBND（8.87%）、ACIO（8.64%）。本季前 25 大持仓中：增持 8 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $67.4M | 10.67% | 2.3M | 增持 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $56.0M | 8.87% | 1.3M | 增持 |
| 3 | ACIO | ETF SER SOLUTIONS | $54.6M | 8.64% | 1.2M | 增持 |
| 4 | SPYG | SPDR SERIES TRUST | $44.3M | 7.02% | 360,100 | 减持 |
| 5 | IQLT | ISHARES TR | $43.4M | 6.88% | 877,982 | 增持 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $38.7M | 6.13% | 501,101 | 增持 |
| 7 | IWF | ISHARES TR | $36.4M | 5.76% | 290,571 | 减持 |
| 8 | DRSK | ETF SER SOLUTIONS | $26.1M | 4.13% | 958,910 | 增持 |
| 9 | AVEM | AMERICAN CENTY ETF TR | $23.6M | 3.74% | 250,839 | 减持 |
| 10 | IMCB | ISHARES TR | $21.4M | 3.38% | 226,124 | 减持 |
| 11 | DIVB | ISHARES TR | $20.1M | 3.18% | 311,354 | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $15.4M | 2.44% | 67,455 | 减持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $13.8M | 2.18% | 423,022 | 减持 |
| 14 | JUCY | ETF SER SOLUTIONS | $12.9M | 2.04% | 595,879 | 增持 |
| 15 | VOO | VANGUARD INDEX FDS | $11.8M | 1.87% | 16,823 | 减持 |
| 16 | IWD | ISHARES TR | $9.6M | 1.52% | 38,698 | 持平 |
| 17 | AAPL | APPLE INC | $8.1M | 1.29% | 24,368 | 减持 |
| 18 | ILCG | ISHARES TR | $6.8M | 1.08% | 58,175 | 减持 |
| 19 | IVV | ISHARES TR | $6.7M | 1.06% | 8,764 | 减持 |
| 20 | IWR | ISHARES TR | $6.5M | 1.03% | 61,044 | 增持 |
| 21 | IWM | ISHARES TR | $5.1M | 0.80% | 18,254 | 持平 |
| 22 | MSFT | MICROSOFT CORP | $4.6M | 0.72% | 8,913 | 减持 |
| 23 | IEMG | ISHARES INC | $4.3M | 0.69% | 53,299 | 减持 |
| 24 | VYM | VANGUARD WHITEHALL FDS | $3.9M | 0.62% | 25,161 | 减持 |
| 25 | SCHA | SCHWAB STRATEGIC TR | $3.1M | 0.49% | 95,237 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR