Burling Wealth Partners, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$6.2亿

申报季度: 2026-03-31 · 持股只数: 177

BURLING WEALTH PARTNERS, LLC在最新一期 13F 报告中披露了 177 项持股，申报期为 2026-03-31，总持股市值约为 US$6.2亿，季度换手率为 20.1%。

机构性格雪花图

集中度: 7.86
持仓稳定性: 20.06
动能／逆势: 100
行业集中度: 43.6
多样化: 100
仓位均衡度: 84.22

近期动向

减仓 MSFT
-0.4%　-US$824.9万
减仓 BX
-10.7%　-US$479.4万
减仓 ROP
-82.1%　-US$377.2万
加仓 VBIL
+471.6%　US$333.8万
减仓 INTU
-34.8%　-US$345.1万
加仓 SARO
+544.2%　US$316.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	AAPL	Apple INC	股票-科技	5.34%	-0.12%	+0.61%
2	MSFT	Microsoft CORP	股票-科技	4.28%	-1.11%	-0.41%
3	AMZN	Amazon.com INC	股票-周期性消费	4.21%	-0.22%	+1.26%
4	NVDA	Nvidia CORP	股票-科技	4.10%	-0.02%	+2.30%
5	GOOGL	Alphabet Inc-cl A	股票-通信服务	3.54%	-0.35%	-4.68%
6	JPM	Jpmorgan Chase & Co	股票-金融	3.00%	-0.24%	-2.45%
7	VO	Vanguard Mid-cap ETF	ETF-其他	2.99%	-0.15%	-7.51%
8	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.63%	—	+1.71%
9	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.61%	—	+0.32%
10	GOOG	Alphabet Inc-cl C	股票-通信服务	2.60%	-0.12%	+0.68%
11	VB	Vanguard Small-cap ETF	ETF-其他	2.52%	—	-1.99%
12	META	Meta Platforms Inc-class A	股票-通信服务	1.97%	—	+12.12%
13	LLY	Eli Lilly & Co	股票-医疗保健	1.95%	-0.27%	-1.32%
14	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.85%	—	+0.50%
15	ABBV	Abbvie INC	股票-医疗保健	1.74%	-0.03%	-0.77%
16	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.72%	+0.30%	+22.05%
17	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.67%	+0.30%	+23.52%
18	MA	Mastercard INC - A	股票-金融	1.66%	-0.15%	+0.77%
19	BX	Blackstone INC	股票-金融	1.55%	-0.68%	-10.68%
20	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.47%	+0.52%	+45.71%
21	RTX	Rtx CORP	股票-工业	1.44%	+0.18%	+4.23%
22	ABT	Abbott Laboratories	股票-医疗保健	1.37%	-0.33%	-5.80%
23	NEE	Nextera Energy INC	股票-公用事业	1.32%	+0.25%	+2.42%
24	TJX	Tjx Companies INC	股票-周期性消费	1.23%	+0.14%	+4.31%
25	HON	Honeywell International INC	股票-工业	1.22%	+0.22%	+0.85%
26	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.15%	-0.07%	-10.06%
27	WM	Waste Management INC	股票-工业	1.10%	—	+3.31%
28	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	1.08%	+0.23%	+19.95%
29	XOM	Exxon Mobil CORP	股票-能源	1.06%	+0.37%	+4.99%
30	SPSB	Ss Spdr P St C CORP ETF	ETF-其他	1.05%	—	+10.43%
31	PLD	Prologis INC	股票-房地产	0.93%	+0.15%	+9.93%
32	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公债	0.91%	+0.91%	NEW
33	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.83%	—	+8.21%
34	TMUS	T-mobile US INC	股票-通信服务	0.80%	—	+6.57%
35	SU	Suncor Energy INC	股票-能源	0.80%	+0.38%	+22.81%
36	ETN	Eaton Corporation plc	股票-工业	0.78%	+0.22%	+18.87%
37	SYK	Stryker CORP	股票-医疗保健	0.77%	—	+15.36%
38	LIN	Linde plc	股票-原材料	0.77%	+0.23%	+17.38%
39	DHR	Danaher CORP	股票-医疗保健	0.70%	-0.15%	-5.02%
40	JNJ	Johnson & Johnson	股票-医疗保健	0.68%	—	-3.09%
41	ITW	Illinois Tool Works	股票-工业	0.67%	—	-2.33%
42	HD	Home Depot INC	股票-周期性消费	0.67%	—	+3.09%
43	VBIL	Vanguard 0-3m T-bill ETF	ETF-其他	0.65%	+0.54%	+471.59%
44	CME	Cme Group INC	股票-金融	0.65%	—	-12.72%
45	SARO	Standardaero INC	股票-其他	0.62%	+0.52%	+544.20%
46	PG	Procter & Gamble Co/the	股票-非周期性消费	0.60%	—	-11.22%
47	NDAQ	Nasdaq INC	股票-金融	0.55%	—	+6.08%
48	ORLY	O'reilly Automotive INC	股票-周期性消费	0.55%	+0.22%	+57.59%
49	COST	Costco Wholesale CORP	股票-非周期性消费	0.54%	—	-7.62%
50	RGA	Reinsurance Group Of America	股票-金融	0.54%	—	+6.90%

1–50 of 177

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	177	US$6.2亿	20	1AAPL 2MSFT 3AMZN 主要持股2026-03-31 1.AAPL 2.MSFT 3.AMZN 4.NVDA 5.GOOGL 6.JPM 7.VO 8.SPY 9.IJR 10.GOOG
2025-12-31	185	US$6.4亿	17	1AAPL 2MSFT 3AMZN 主要持股2025-12-31 1.AAPL 2.MSFT 3.AMZN 4.NVDA 5.GOOGL 6.JPM 7.VO 8.GOOG 9.SPY 10.VB
2025-09-30	176	US$6.0亿	35	1MSFT 2AAPL 3AMZN 主要持股2025-09-30 1.MSFT 2.AAPL 3.AMZN 4.NVDA 5.VO 6.JPM 7.GOOGL 8.SPY 9.BX 10.VB
2025-06-30	173	US$5.4亿	0	1MSFT 2AMZN 3AAPL 主要持股2025-06-30 1.MSFT 2.AMZN 3.AAPL 4.NVDA 5.VO 6.JPM 7.BX 8.GOOGL 9.IJR 10.VB
2025-03-31	165	US$4.7亿	0	1AAPL 2MSFT 3AMZN 主要持股2025-03-31 1.AAPL 2.MSFT 3.AMZN 4.VO 5.JPM 6.BX 7.IJR 8.VB 9.GOOGL 10.ABT
2024-12-31	164	US$4.9亿	0	1AAPL 2MSFT 3AMZN 主要持股2024-12-31 1.AAPL 2.MSFT 3.AMZN 4.VO 5.BX 6.IJR 7.GOOGL 8.JPM 9.VB 10.NVDA

本季持股变动

Burling Wealth Partners, LLC 在 2026-03-31 最显著的持仓异动：清仓: Salesforce INC (CRM); 新建仓: Ishares 0-1 Year Treasury Bo (SHV); 清仓: Ares Management CORP - A (ARES); 清仓: Veralto CORP (VLTO); 新建仓: Cadence Design Sys INC (CDNS).

Burling Wealth Partners, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VBIL	Vanguard 0-3m T-bill ETF	+0.5%	+471.59%	加仓
2	SARO	Standardaero INC	+0.5%	+544.20%	加仓
3	VEA	Vanguard Ftse Developed ETF	+0.5%	+45.71%	加仓
4	SU	Suncor Energy INC	+0.4%	+22.81%	加仓
5	XOM	Exxon Mobil CORP	+0.4%	+4.99%	加仓
6	VOO	Vanguard S&p 500 ETF	+0.3%	+23.52%	加仓
7	BRK-B	Berkshire Hathaway Inc-cl B	+0.3%	+22.05%	加仓
8	NEE	Nextera Energy INC	+0.3%	+2.42%	加仓
9	SGOV	Ishares 0-3 Month Treasury B	+0.2%	+335.31%	加仓
10	LIN	Linde plc	+0.2%	+17.38%	加仓
11	VEU	Vanguard Ftse All-world Ex-u	+0.2%	+19.95%	加仓
12	ORLY	O'reilly Automotive INC	+0.2%	+57.59%	加仓
13	ETN	Eaton Corporation plc	+0.2%	+18.87%	加仓
14	HON	Honeywell International INC	+0.2%	+0.85%	加仓
15	VV	Vanguard Large-cap ETF	+0.2%	+114.48%	加仓
16	MDLZ	Mondelez International Inc-a	+0.2%	+43.56%	加仓
17	RTX	Rtx CORP	+0.2%	+4.23%	加仓
18	PLD	Prologis INC	+0.2%	+9.93%	加仓
19	TJX	Tjx Companies INC	+0.1%	+4.31%	加仓
20	FTAI	FTAI Aviation Ltd.	+0.1%	-1.21%	减仓
21	NVDA	Nvidia CORP	0%	+2.30%	加仓
22	ABBV	Abbvie INC	0%	-0.77%	减仓
23	IWM	Ishares Russell 2000 ETF	-0.1%	-10.06%	减仓
24	MRSH	Marsh & Mclennan Cos	-0.1%	-14.26%	减仓
25	V	Visa Inc-class A Shares	-0.1%	-9.26%	减仓
26	VGUS	Vanguard Ultra Shrt Treasury	-0.1%	-35.02%	减仓
27	ORCL	Oracle CORP	-0.1%	-15.09%	减仓
28	BR	Broadridge Financial Solutio	-0.1%	-60.23%	减仓
29	AAPL	Apple INC	-0.1%	+0.61%	加仓
30	GOOG	Alphabet Inc-cl C	-0.1%	+0.68%	加仓
31	AZO	Autozone INC	-0.1%	-62.67%	减仓
32	VO	Vanguard Mid-cap ETF	-0.2%	-7.51%	减仓
33	MA	Mastercard INC - A	-0.2%	+0.77%	加仓
34	DHR	Danaher CORP	-0.2%	-5.02%	减仓
35	AMZN	Amazon.com INC	-0.2%	+1.26%	加仓
36	JPM	Jpmorgan Chase & Co	-0.2%	-2.45%	减仓
37	LLY	Eli Lilly & Co	-0.3%	-1.32%	减仓
38	ABT	Abbott Laboratories	-0.3%	-5.80%	减仓
39	GOOGL	Alphabet Inc-cl A	-0.4%	-4.68%	减仓
40	INTU	Intuit INC	-0.5%	-34.85%	减仓
41	ROP	Roper Technologies INC	-0.6%	-82.08%	减仓
42	BX	Blackstone INC	-0.7%	-10.68%	减仓
43	MSFT	Microsoft CORP	-1.1%	-0.41%	减仓
44	CRM	Salesforce INC	—	EXIT	清仓
45	SHV	Ishares 0-1 Year Treasury Bo	—	NEW	新建仓
46	ARES	Ares Management CORP - A	—	EXIT	清仓
47	VLTO	Veralto CORP	—	EXIT	清仓
48	CDNS	Cadence Design Sys INC	—	NEW	新建仓
49	MPWR	Monolithic Power Systems INC	—	NEW	新建仓
50	BKNG	Booking Holdings INC	—	EXIT	清仓

FAQ

Burling Wealth Partners, LLC 是什么机构？属于哪种投资人类型？

Burling Wealth Partners, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$6.2亿，分布在 177 个已申报仓位之中。

Burling Wealth Partners, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Burling Wealth Partners, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$3299.7万 (5.3%) 2. Microsoft CORP (MSFT) — US$2645.1万 (4.3%) 3. Amazon.com INC (AMZN) — US$2602.5万 (4.2%) 4. Nvidia CORP (NVDA) — US$2537.4万 (4.1%) 5. Alphabet Inc-cl A (GOOGL) — US$2191.6万 (3.5%)

Burling Wealth Partners, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Burling Wealth Partners, LLC 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 24 个既有持股、减仓 19 个仓位，并完全清仓 4 个持股。其中幅度最大的异动：清仓: Salesforce INC (CRM); 新建仓: Ishares 0-1 Year Treasury Bo (SHV); 清仓: Ares Management CORP - A (ARES); 清仓: Veralto CORP (VLTO); 新建仓: Cadence Design Sys INC (CDNS)

Burling Wealth Partners, LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Burling Wealth Partners, LLC 的主要板块分布如下： • Information Technology: 24.7% • Financials: 16.4% • Communication Services: 12.9% • Health Care: 12.6% • Consumer Discretionary: 10.3% • Industrials: 10.3%