Birchcreek Wealth Management, LLC
MIAMI TOWNSHIP OH · SEC CIK 0001840341
$2.57亿2026Q2 申报市值
134持仓数
55.4%前十大占比 · 第一大 10.6%
17 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INTC 加仓+$433.06万
SHY 加仓+$308.73万
DFAI 加仓+$213.46万
AAPL 加仓+$165.98万
VTIP 加仓+$103.69万
2026Q2 卖出最多 按季末市值估算
FNCL 减仓-$61.75万
RSP 减仓-$52.51万
VGT 减仓-$30.10万
FCOM 减仓-$29.65万
XLY 减仓-$28.30万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $2,710.03万 | 10.56% | 330,048 | 37,599 | 12.9% | $308.73万 | 加仓 |
| IUSV | ISHARES TR | $2,253.85万 | 8.78% | 204,617 | 2,822 | 1.4% | $31.08万 | 加仓 |
| IUSG | ISHARES TR | $2,227.25万 | 8.68% | 118,414 | -235 | -0.2% | -$4.42万 | 减仓 |
| BILS | SPDR SERIES TRUST | $1,621.38万 | 6.32% | 163,150 | 3,584 | 2.2% | $35.62万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,405.78万 | 5.48% | 340,796 | 51,747 | 17.9% | $213.46万 | 加仓 |
| INTC | INTEL CORP | $1,227.15万 | 4.78% | 87,886 | 31,015 | 54.5% | $433.06万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $899.62万 | 3.50% | 42,281 | -2,468 | -5.5% | -$52.51万 | 减仓 |
| AAPL | APPLE INC | $696.57万 | 2.71% | 24,073 | 5,736 | 31.3% | $165.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $625.15万 | 2.44% | 75,923 | 315 | 0.4% | $2.59万 | 加仓 |
| IJH | ISHARES TR | $560.66万 | 2.18% | 72,710 | -87 | -0.1% | -$6,709 | 减仓 |
| VTV | VANGUARD INDEX FDS | $512.85万 | 2.00% | 23,533 | -508 | -2.1% | -$11.07万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $492.71万 | 1.92% | 57,199 | -989 | -1.7% | -$8.52万 | 减仓 |
| EMXC | ISHARES INC | $482.76万 | 1.88% | 47,190 | -845 | -1.8% | -$8.64万 | 减仓 |
| IEFA | ISHARES TR | $409.39万 | 1.59% | 42,388 | 419 | 1.0% | $4.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $374.93万 | 1.46% | 18,738 | 1,275 | 7.3% | $25.51万 | 加仓 |
| VGT | VANGUARD WORLD FD | $281.14万 | 1.10% | 23,522 | -2,518 | -9.7% | -$30.10万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $261.79万 | 1.02% | 26,137 | 7,550 | 40.6% | $75.62万 | 加仓 |
| GOOGL | ALPHABET INC | $243.81万 | 0.95% | 6,822 | 559 | 8.9% | $19.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $241.01万 | 0.94% | 6,461 | 96 | 1.5% | $3.58万 | 加仓 |
| AMZN | AMAZON COM INC | $239.42万 | 0.93% | 10,045 | 567 | 6.0% | $13.51万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $236.75万 | 0.92% | 47,133 | 20,644 | 77.9% | $103.69万 | 加仓 |
| SHV | ISHARES TR | $210.43万 | 0.82% | 19,069 | 4,531 | 31.2% | $50.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $204.97万 | 0.80% | 6,262 | 541 | 9.5% | $17.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $204.85万 | 0.80% | 8,066 | 2,949 | 57.6% | $74.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $200.40万 | 0.78% | 2,721 | -12 | -0.4% | -$8,838 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $177.53万 | 0.69% | 60,592 | 3,316 | 5.8% | $9.72万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $175.78万 | 0.68% | 7,429 | -125 | -1.7% | -$2.96万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $170.70万 | 0.67% | 11,641 | 1,974 | 20.4% | $28.95万 | 加仓 |
| CAT | CATERPILLAR INC | $161.33万 | 0.63% | 1,515 | 225 | 17.4% | $23.96万 | 加仓 |
| AMAT | APPLIED MATLS INC | $160.00万 | 0.62% | 2,213 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $153.83万 | 0.60% | 9,734 | 69 | 0.7% | $1.09万 | 加仓 |
| LLY | ELI LILLY & CO | $152.63万 | 0.59% | 1,273 | 109 | 9.4% | $13.07万 | 加仓 |
| VIS | VANGUARD WORLD FD | $148.19万 | 0.58% | 4,112 | 370 | 9.9% | $13.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $146.19万 | 0.57% | 20,518 | 111 | 0.5% | $7,909 | 加仓 |
| IVV | ISHARES TR | $146.19万 | 0.57% | 1,952 | -72 | -3.6% | -$5.39万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $141.43万 | 0.55% | 3,822 | 5 | 0.1% | $1,850 | 加仓 |
| IJR | ISHARES TR | $133.41万 | 0.52% | 8,996 | -36 | -0.4% | -$5,339 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $119.71万 | 0.47% | 1,037 | -60 | -5.5% | -$6.93万 | 减仓 |
| VFH | VANGUARD WORLD FD | $119.47万 | 0.47% | 9,078 | 2,036 | 28.9% | $26.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $101.29万 | 0.39% | 1,356 | -209 | -13.4% | -$15.61万 | 减仓 |
| GOOG | ALPHABET INC | $99.53万 | 0.39% | 2,817 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $98.06万 | 0.38% | 12,694 | -1,207 | -8.7% | -$9.32万 | 减仓 |
| CSCO | CISCO SYS INC | $95.28万 | 0.37% | 8,112 | 4,010 | 97.8% | $47.10万 | 加仓 |
| ETN | EATON CORP PLC | $95.20万 | 0.37% | 2,234 | 1,069 | 91.8% | $45.56万 | 加仓 |
| QCOM | QUALCOMM INC | $93.37万 | 0.36% | 5,053 | 900 | 21.7% | $16.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.26万 | 0.36% | 1,844 | 122 | 7.1% | $6.10万 | 加仓 |
| HD | HOME DEPOT INC | $91.89万 | 0.36% | 2,606 | 891 | 52.0% | $31.42万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $90.73万 | 0.35% | 10,613 | 643 | 6.4% | $5.50万 | 加仓 |
| VDC | VANGUARD WORLD FD | $89.88万 | 0.35% | 3,986 | -666 | -14.3% | -$15.02万 | 减仓 |
| VB | VANGUARD INDEX FDS | $89.69万 | 0.35% | 2,959 | -88 | -2.9% | -$2.67万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $88.43万 | 0.34% | 12,727 | -4,268 | -25.1% | -$29.65万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $83.88万 | 0.33% | 10,152 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $77.93万 | 0.30% | 13,390 | 1,625 | 13.8% | $9.46万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $77.21万 | 0.30% | 14,538 | -3,091 | -17.5% | -$16.42万 | 减仓 |
| ORCL | ORACLE CORP | $76.23万 | 0.30% | 5,201 | 292 | 5.9% | $4.28万 | 加仓 |
| ITOT | ISHARES TR | $74.81万 | 0.29% | 4,554 | -751 | -14.2% | -$12.34万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $74.54万 | 0.29% | 737 | 20 | 2.8% | $2.02万 | 加仓 |
| AVGO | BROADCOM INC | $71.24万 | 0.28% | 1,886 | -70 | -3.6% | -$2.64万 | 减仓 |
| CVX | CHEVRON CORPORATION | $70.28万 | 0.27% | 4,240 | 1,261 | 42.3% | $20.90万 | 加仓 |
| PRK | PARK NATL CORP | $67.10万 | 0.26% | 3,667 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $65.85万 | 0.26% | 5,615 | -2,413 | -30.1% | -$28.30万 | 减仓 |
| — | EXXON MOBIL CORP | $65.55万 | 0.26% | 4,795 | 200 | 4.4% | $2.73万 | 加仓 |
| SYK | STRYKER CORPORATION | $64.86万 | 0.25% | 2,060 | 2,060 | — | $64.86万 | 新建仓 |
| HDV | ISHARES TR | $63.69万 | 0.25% | 23,235 | 1,595 | 7.4% | $4.37万 | 加仓 |
| ACMR | ACM RESH INC | $63.45万 | 0.25% | 5,000 | 5,000 | — | $63.45万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $62.12万 | 0.24% | 4,138 | 42 | 1.0% | $6,305 | 加仓 |
| ABBV | ABBVIE INC | $60.44万 | 0.24% | 2,402 | 683 | 39.7% | $17.19万 | 加仓 |
| WMB | WILLIAMS COS INC | $60.14万 | 0.23% | 8,090 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $60.05万 | 0.23% | 13,244 | 1,617 | 13.9% | $7.33万 | 加仓 |
| MRK | MERCK & CO INC | $59.78万 | 0.23% | 4,652 | 900 | 24.0% | $11.57万 | 加仓 |
| NFLX | NETFLIX INC. | $59.39万 | 0.23% | 8,318 | 635 | 8.3% | $4.53万 | 加仓 |
| WMT | WALMART INC | $58.48万 | 0.23% | 5,163 | 481 | 10.3% | $5.45万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $57.22万 | 0.22% | 1,165 | -7 | -0.6% | -$3,438 | 减仓 |
| D | DOMINION ENERGY INC | $57.20万 | 0.22% | 8,376 | 325 | 4.0% | $2.22万 | 加仓 |
| VO | VANGUARD INDEX FDS | $55.86万 | 0.22% | 6,933 | -1,019 | -12.8% | -$8.21万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $55.11万 | 0.21% | 6,726 | 862 | 14.7% | $7.06万 | 加仓 |
| FTNT | FORTINET INC | $54.95万 | 0.21% | 3,577 | -800 | -18.3% | -$12.29万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $52.00万 | 0.20% | 1,200 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $50.87万 | 0.20% | 1,882 | 535 | 39.7% | $14.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.84万 | 0.20% | 1,808 | 442 | 32.4% | $12.43万 | 加仓 |
| META | META PLATFORMS INC | $48.56万 | 0.19% | 862 | 126 | 17.1% | $7.10万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $47.83万 | 0.19% | 6,248 | -8,066 | -56.4% | -$61.75万 | 减仓 |
| AMGN | AMGEN INC | $47.08万 | 0.18% | 1,300 | 626 | 92.9% | $22.67万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $46.01万 | 0.18% | 3,635 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $45.85万 | 0.18% | 2,699 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $44.06万 | 0.17% | 1,479 | -852 | -36.6% | -$25.38万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.57万 | 0.17% | 750 | -250 | -25.0% | -$14.52万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $42.11万 | 0.16% | 1,245 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $41.80万 | 0.16% | 1,827 | -103 | -5.3% | -$2.36万 | 减仓 |
| VCR | VANGUARD WORLD FD | $41.60万 | 0.16% | 1,049 | -100 | -8.7% | -$3.97万 | 减仓 |
| GE | GE AEROSPACE | $41.48万 | 0.16% | 1,110 | 331 | 42.5% | $12.37万 | 加仓 |
| EMR | EMERSON ELEC CO | $40.20万 | 0.16% | 2,808 | 300 | 12.0% | $4.29万 | 加仓 |
| V | VISA INC | $40.11万 | 0.16% | 1,169 | 200 | 20.6% | $6.86万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $40.00万 | 0.16% | 4,422 | 4,422 | — | $40.00万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $39.57万 | 0.15% | 777 | 88 | 12.8% | $4.48万 | 加仓 |
| TSLA | TESLA INC | $38.40万 | 0.15% | 913 | -9 | -1.0% | -$3,785 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $37.07万 | 0.14% | 379 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $36.76万 | 0.14% | 998 | 256 | 34.5% | $9.43万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $36.75万 | 0.14% | 5,980 | 910 | 17.9% | $5.59万 | 加仓 |
| LOW | LOWES COS INC | $35.39万 | 0.14% | 1,605 | 145 | 9.9% | $3.20万 | 加仓 |