Burton Enright Welch
CIK 2105919 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $489.1M
- 持仓
- 136
- 截至
- 2026年6月30日
按 13F 价值排名第 3827（共 9443） · 前 40.5%
投资组合价值同比（季度）：+35.9% 13F不披露现金
- 前十大持仓权重
- 61.18%
- 前二十五大持仓权重
- 77.77%
- 持仓高于 1%
- 17
- 有效持仓数量
- 20.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 13.56% 估计买入 $156834214 · 卖出 $57548606
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 87.7% 仍持有
- 新仓位
- 7
- 增加
- 57
- 减少
- 61
- 已结清
- 5
本页内容
行业细分
Technology
5.9%
Energy
2.8%
Healthcare
2.8%
Industrials
2.1%
Financials
1.5%
Communication Services
1.4%
Retail
1.3%
Consumer Discretionary
0.6%
Financial Services
0.6%
Logistics & Transportation
0.2%
Communications
0.1%
Consumer products
0.1%
Consumer Staples
0.1%
Utilities
0.1%
Telecommunication
0.0%
其他/未映射
80.4%
完整投资组合 136 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AVDV | $57133878 | 11.68% | 554429 | $57131949 | 上涨 ×1 | ||
| DUHP | $49864163 | 10.20% | 1194924 | $49862644 | 上涨 ×1 | ||
| DFEM | $43611398 | 8.92% | 1073115 | $7972568 | 上涨 ×1 | ||
| AVUS | $34014188 | 6.95% | 265570 | $4492014 | 上涨 ×2 | ||
| VCRB Vanguard Core Bond ETF | $28617925 | 5.85% | 370542 | $28617845 | 上涨 ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $21230053 | 4.34% | 422657 | $2900985 | 上涨 ×6 | ||
| AVDE | $19644204 | 4.02% | 220226 | $626383 | 下跌 ×4 | ||
| AVEM | $16533042 | 3.38% | 171345 | $1707777 | 下跌 ×4 | ||
| CGXU | $15430780 | 3.16% | 445713 | $5155148 | 上涨 ×4 | ||
| CVX Chevron Corporation Common Stock | $13131078 | 2.68% | 79217 | $-3552588 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $9757778 | 2.00% | 33722 | $1424113 | 上涨 ×1 | ||
| MCK McKesson Corporation Common Stock | $8874522 | 1.81% | 11745 | $-1559124 | 下跌 ×6 | ||
| VGK | $7752564 | 1.59% | 87560 | $246199 | 下跌 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $6092604 | 1.25% | 30449 | $3203154 | 上涨 ×1 | ||
| LECO Lincoln Electric Holdings, Inc. - Common Shares | $6044070 | 1.24% | 22764 | $374012 | |||
| JQUA | $5793760 | 1.18% | 80157 | $833089 | 下跌 ×1 | ||
| CGIE | $5238074 | 1.07% | 142416 | $231856 | 下跌 ×1 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $4777511 | 0.98% | 63128 | $1660153 | 上涨 ×1 | ||
| DFAE | $4621171 | 0.94% | 114926 | $682311 | 下跌 ×1 | ||
| DFAT | $4240554 | 0.87% | 60666 | $348794 | 下跌 ×1 | ||
| DFAU | $4109611 | 0.84% | 79505 | $221711 | 下跌 ×1 | ||
| DCOR | $3875851 | 0.79% | 47278 | $299097 | 下跌 ×1 | ||
| DFSV | $3463762 | 0.71% | 89295 | $336193 | 上涨 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $3370696 | 0.69% | 8923 | $637722 | 上涨 ×1 | ||
| DFSU | $3147292 | 0.64% | 67495 | $259610 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3131788 | 0.64% | 13140 | $488216 | 上涨 ×3 | ||
| DFGR | $3116806 | 0.64% | 107587 | $166531 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $3103103 | 0.63% | 8319 | $-16900 | 下跌 ×1 | ||
| VTES | $3094312 | 0.63% | 30543 | $1035405 | 上涨 ×1 | ||
| DISV | $3065846 | 0.63% | 76398 | $38437 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $3052603 | 0.62% | 53573 | $424021 | 下跌 ×6 | ||
| VOO | $2724600 | 0.56% | 3967 | $504086 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2712710 | 0.55% | 7591 | $309844 | 下跌 ×1 | ||
| VTEC | $2662882 | 0.54% | 26470 | $697729 | 上涨 ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $2644313 | 0.54% | 6287 | $343552 | 上涨 ×1 | ||
| CNOB ConnectOne Bancorp, Inc. - Common Stock | $2591734 | 0.53% | 77504 | $519066 | 上涨 ×1 | ||
| DFAI | $2581559 | 0.53% | 62583 | $132101 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2471568 | 0.51% | 6995 | $501371 | 上涨 ×1 | ||
| QUAL | $2419875 | 0.49% | 11028 | $307663 | 上涨 ×2 | ||
| IVV | $2413876 | 0.49% | 3223 | $300565 | 下跌 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $2371661 | 0.48% | 1977 | $43459 | 下跌 ×4 | ||
| IEUR | $2173231 | 0.44% | 28911 | $58280 | 下跌 ×6 | ||
| INTC Intel Corporation - Common Stock | $2003505 | 0.41% | 14349 | $1380227 | 上涨 ×1 | ||
| SPY SPY | $1865445 | 0.38% | 2498 | $591521 | 上涨 ×1 | ||
| VCRM | $1783657 | 0.36% | 23346 | $175721 | 上涨 ×5 | ||
| VPLS Vanguard Core Plus Bond ETF | $1757946 | 0.36% | 22661 | $334267 | 上涨 ×2 | ||
| AVSU | $1693831 | 0.35% | 19135 | $262199 | 下跌 ×1 | ||
| VSDM | $1638870 | 0.34% | 21387 | $456774 | 上涨 ×4 | ||
| BRKB | $1618762 | 0.33% | 3235 | $88676 | 上涨 ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $1593091 | 0.33% | 1496 | $408545 | 下跌 ×1 | ||
| CGMU | $1592334 | 0.33% | 57966 | $408885 | 上涨 ×3 | ||
| VXF | $1565896 | 0.32% | 6360 | $257008 | |||
| VNQ | $1461590 | 0.30% | 15157 | $-23426 | 下跌 ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1383479 | 0.28% | 2456 | $207151 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1350926 | 0.28% | 1444 | $-187669 | 下跌 ×1 | ||
| V Visa Inc. | $1302713 | 0.27% | 3797 | $52648 | 下跌 ×1 | ||
| DFSE | $1236016 | 0.25% | 25287 | $100084 | 下跌 ×1 | ||
| AVSD | $1213445 | 0.25% | 15190 | $94380 | 下跌 ×1 | ||
| CGSM | $1164206 | 0.24% | 44124 | $25156 | 上涨 ×6 | ||
| VEA | $1152723 | 0.24% | 16179 | $99147 | 下跌 ×2 | ||
| SCHB | $1016650 | 0.21% | 35105 | $134734 | 下跌 ×6 | ||
| DFCA | $995622 | 0.20% | 19841 | $81123 | 上涨 ×4 | ||
| AVSE | $927617 | 0.19% | 11335 | $156686 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $893467 | 0.18% | 3518 | $-20006 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $888172 | 0.18% | 2713 | $-125028 | 下跌 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $875355 | 0.18% | 10239 | $82490 | 下跌 ×1 | ||
| IWF | $873667 | 0.18% | 7036 | $114226 | 上涨 ×3 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $841958 | 0.17% | 3612 | $146733 | 下跌 ×2 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $835087 | 0.17% | 2225 | $127629 | 下跌 ×1 | ||
| IJH | $720593 | 0.15% | 9345 | $-60122 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $719259 | 0.15% | 6123 | $244995 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $706738 | 0.14% | 2004 | $-26328 | 下跌 ×1 | ||
| EXPD Expeditors International of Washington, Inc. Common Stock | $686309 | 0.14% | 4211 | $83597 | 上涨 ×1 | ||
| IWD | $679076 | 0.14% | 2801 | $70518 | 下跌 ×1 | ||
| VGUS Vanguard Ultra-Short Treasury ETF | $676776 | 0.14% | 8945 | $104693 | 上涨 ×2 | ||
| ORCL Oracle Corporation Common Stock | $673600 | 0.14% | 4596 | $2869 | 上涨 ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $655036 | 0.13% | 4264 | $398680 | 上涨 ×1 | ||
| CGIC | $634315 | 0.13% | 17431 | $57174 | |||
| WFC Wells Fargo & Company Common Stock | $628186 | 0.13% | 7601 | $71119 | 上涨 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $616943 | 0.13% | 2755 | $57015 | 下跌 ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $572778 | 0.12% | 986 | ||||
| VTI | $566410 | 0.12% | 1531 | $135734 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $552794 | 0.11% | 7530 | $-106383 | 下跌 ×1 | ||
| VWO | $551059 | 0.11% | 9232 | $28943 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $549625 | 0.11% | 1471 | $157555 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $548757 | 0.11% | 759 | $176889 | 下跌 ×3 | ||
| SYK Stryker Corporation Common Stock | $545835 | 0.11% | 1734 | $-15952 | 上涨 ×1 | ||
| DFSI | $532902 | 0.11% | 11816 | $31988 | 上涨 ×1 | ||
| DFNM | $508726 | 0.10% | 10525 | $20990 | 上涨 ×1 | ||
| VT | $500580 | 0.10% | 3189 | $71265 | 上涨 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $497074 | 0.10% | 3636 | $-207473 | 下跌 ×1 | ||
| VOOG | $486718 | 0.10% | 5891 | $92889 | 上涨 ×1 | ||
| SCHX | $461583 | 0.09% | 15684 | $59443 | |||
| GEV GE Vernova Inc. Common Stock | $460845 | 0.09% | 392 | $158821 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $445017 | 0.09% | 3035 | $-25943 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $444442 | 0.09% | 604 | $67235 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $440459 | 0.09% | 3889 | $-160549 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $426534 | 0.09% | 1261 | $-33539 | 下跌 ×1 | ||
| PHYS | $424523 | 0.09% | 14071 | $-74154 | |||
| VUSB | $421884 | 0.09% | 8475 | $-13563 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VTIP | $21230053 | 4.34% | 上涨 ×6 |
| CGXU | $15430780 | 3.16% | 上涨 ×4 |
| AMZN | $3131788 | 0.64% | 上涨 ×3 |
| VTEC | $2662882 | 0.54% | 上涨 ×6 |
| VCRM | $1783657 | 0.36% | 上涨 ×5 |
| VSDM | $1638870 | 0.34% | 上涨 ×4 |
| BRKB | $1618762 | 0.33% | 上涨 ×6 |
| CGMU | $1592334 | 0.33% | 上涨 ×3 |
| CGSM | $1164206 | 0.24% | 上涨 ×6 |
| DFCA | $995622 | 0.20% | 上涨 ×4 |
| IWF | $873667 | 0.18% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DFEM | 增持 | +42K | +$8.0M |
| CGXU | 增持 | +97K | +$5.2M |
| AVUS | 增持 | +35 | +$4.5M |
| CVX | 削减 | -1K | -$3.6M |
| NVDA | 增持 | +14K | +$3.2M |
| VTIP | 增持 | +56K | +$2.9M |
| AVEM | 削减 | -13K | +$1.7M |
| VBIL | 增持 | +22K | +$1.7M |
| MCK | 削减 | -312 | -$1.6M |
| AAPL | 增持 | +885 | +$1.4M |
4 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| FLIC | 2025年6月30日 | 160449 | $1981546 | 不再跟踪 |
| CBZ | 2025年3月31日 | 4771 | $390411 | -27.6% |
| VCIT | 2025年9月30日 | 3796 | $314765 | |
| DFCF | 2025年6月30日 | 7178 | $301891 | 不再跟踪 |
| VUG | 2026年6月30日 | 677 | $295532 | 不再跟踪 |
| KO | 2025年9月30日 | 4093 | $289603 | 36.7% |
| NFLX | 2026年6月30日 | 2745 | $263932 | 11.4% |
| DOCU | 2026年3月31日 | 3519 | $240700 | 28.5% |
| AZO | 2025年12月31日 | 55 | $235964 | -12.8% |
| VIG | 2025年3月31日 | 1193 | $233626 | 不再跟踪 |
| SCHW | 2026年3月31日 | 2140 | $213808 | 18.3% |
| INTU | 2026年3月31日 | 322 | $213300 | -16.6% |
| BX | 2025年12月31日 | 1246 | $212844 | -7.0% |
| C | 2026年6月30日 | 1868 | $211808 | -5.8% |
| VIG | 2025年9月30日 | 1017 | $208150 | 不再跟踪 |
| VGT | 2025年3月31日 | 330 | $205500 | 不再跟踪 |
| TT | 2026年6月30日 | 492 | $205037 | -7.4% |
| AMD | 2026年3月31日 | 955 | $204523 | 131.4% |
| AZO | 2025年6月30日 | 53 | $202078 | -20.3% |
| BMRN | 2025年9月30日 | 3675 | $202015 | 24.9% |
| ABT | 2025年12月31日 | 1501 | $201010 | -8.7% |
| LOW | 2026年3月31日 | 833 | $200887 | -7.9% |
| AJG | 2025年9月30日 | 627 | $200716 | -16.1% |
| TXN | 2025年12月31日 | 1092 | $200634 | 52.8% |
| CERS | 2026年6月30日 | 11056 | $20122 | -4.1% |