Birchcreek Wealth Management, LLC
MIAMI TOWNSHIP OH · SEC CIK 0001840341
$2.08亿2026Q1 申报市值
120持仓数
57.1%前十大占比 · 第一大 11.6%
4 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTC 加仓+$129.48万
VTIP 加仓+$87.01万
SHY 加仓+$66.11万
DFAI 加仓+$44.30万
ROCK 新建仓+$27.45万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$16.89万
NVDA 减仓-$13.74万
PG 减仓-$6.43万
VDE 减仓-$6.06万
VO 减仓-$5.05万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $168.29万 | 0.81% | 5,721 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $180.11万 | 0.87% | 6,263 | -164 | -2.6% | -$4.72万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $186.22万 | 0.90% | 18,587 | 2,100 | 12.7% | $21.04万 | 加仓 |
| AMZN | AMAZON COM INC | $197.40万 | 0.95% | 9,478 | -89 | -0.9% | -$1.85万 | 减仓 |
| VGT | VANGUARD WORLD FD | $227.14万 | 1.09% | 3,255 | -55 | -1.7% | -$3.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $235.61万 | 1.13% | 6,365 | 7 | 0.1% | $2,591 | 加仓 |
| INTC | INTEL CORP | $250.97万 | 1.21% | 56,871 | 29,340 | 106.6% | $129.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $304.56万 | 1.47% | 17,463 | -788 | -4.3% | -$13.74万 | 减仓 |
| EMXC | ISHARES INC | $377.85万 | 1.82% | 48,035 | 1,700 | 3.7% | $13.37万 | 加仓 |
| IEFA | ISHARES TR | $379.95万 | 1.83% | 41,969 | 818 | 2.0% | $7.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $423.61万 | 2.04% | 9,698 | -13 | -0.1% | -$5,678 | 减仓 |
| AAPL | APPLE INC | $465.36万 | 2.24% | 18,337 | -128 | -0.7% | -$3.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $471.68万 | 2.27% | 24,041 | -208 | -0.9% | -$4.08万 | 减仓 |
| IJH | ISHARES TR | $491.60万 | 2.37% | 72,797 | 1,893 | 2.7% | $12.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $537.80万 | 2.59% | 75,608 | 789 | 1.1% | $5.61万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $858.82万 | 4.14% | 44,749 | 386 | 0.9% | $7.41万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,126.13万 | 5.42% | 289,049 | 11,371 | 4.1% | $44.30万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,586.73万 | 7.64% | 159,566 | 2,357 | 1.5% | $23.44万 | 加仓 |
| IUSG | ISHARES TR | $1,840.36万 | 8.86% | 118,649 | 549 | 0.5% | $8.52万 | 加仓 |
| IUSV | ISHARES TR | $2,063.36万 | 9.94% | 201,795 | 2,518 | 1.3% | $25.75万 | 加仓 |
| SHY | ISHARES TR | $2,414.75万 | 11.63% | 292,449 | 8,006 | 2.8% | $66.11万 | 加仓 |