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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $119.71万 | 0.47% | 1,037 | -60 | -5.5% | -$6.93万 | 减仓 |
| IJR | ISHARES TR | $133.41万 | 0.52% | 8,996 | -36 | -0.4% | -$5,339 | 减仓 |
| VTI | VANGUARD INDEX FDS | $141.43万 | 0.55% | 3,822 | 5 | 0.1% | $1,850 | 加仓 |
| IVV | ISHARES TR | $146.19万 | 0.57% | 1,952 | -72 | -3.6% | -$5.39万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $146.19万 | 0.57% | 20,518 | 111 | 0.5% | $7,909 | 加仓 |
| VIS | VANGUARD WORLD FD | $148.19万 | 0.58% | 4,112 | 370 | 9.9% | $13.33万 | 加仓 |
| LLY | ELI LILLY & CO | $152.63万 | 0.59% | 1,273 | 109 | 9.4% | $13.07万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $153.83万 | 0.60% | 9,734 | 69 | 0.7% | $1.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $160.00万 | 0.62% | 2,213 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $161.33万 | 0.63% | 1,515 | 225 | 17.4% | $23.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $170.70万 | 0.67% | 11,641 | 1,974 | 20.4% | $28.95万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $175.78万 | 0.68% | 7,429 | -125 | -1.7% | -$2.96万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $177.53万 | 0.69% | 60,592 | 3,316 | 5.8% | $9.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $200.40万 | 0.78% | 2,721 | -12 | -0.4% | -$8,838 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $204.85万 | 0.80% | 8,066 | 2,949 | 57.6% | $74.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $204.97万 | 0.80% | 6,262 | 541 | 9.5% | $17.71万 | 加仓 |
| SHV | ISHARES TR | $210.43万 | 0.82% | 19,069 | 4,531 | 31.2% | $50.00万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $236.75万 | 0.92% | 47,133 | 20,644 | 77.9% | $103.69万 | 加仓 |
| AMZN | AMAZON COM INC | $239.42万 | 0.93% | 10,045 | 567 | 6.0% | $13.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $241.01万 | 0.94% | 6,461 | 96 | 1.5% | $3.58万 | 加仓 |
| GOOGL | ALPHABET INC | $243.81万 | 0.95% | 6,822 | 559 | 8.9% | $19.98万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $261.79万 | 1.02% | 26,137 | 7,550 | 40.6% | $75.62万 | 加仓 |
| VGT | VANGUARD WORLD FD | $281.14万 | 1.10% | 23,522 | -2,518 | -9.7% | -$30.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $374.93万 | 1.46% | 18,738 | 1,275 | 7.3% | $25.51万 | 加仓 |
| IEFA | ISHARES TR | $409.39万 | 1.59% | 42,388 | 419 | 1.0% | $4.05万 | 加仓 |
| EMXC | ISHARES INC | $482.76万 | 1.88% | 47,190 | -845 | -1.8% | -$8.64万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $492.71万 | 1.92% | 57,199 | -989 | -1.7% | -$8.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $512.85万 | 2.00% | 23,533 | -508 | -2.1% | -$11.07万 | 减仓 |
| IJH | ISHARES TR | $560.66万 | 2.18% | 72,710 | -87 | -0.1% | -$6,709 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $625.15万 | 2.44% | 75,923 | 315 | 0.4% | $2.59万 | 加仓 |
| AAPL | APPLE INC | $696.57万 | 2.71% | 24,073 | 5,736 | 31.3% | $165.98万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $899.62万 | 3.50% | 42,281 | -2,468 | -5.5% | -$52.51万 | 减仓 |
| INTC | INTEL CORP | $1,227.15万 | 4.78% | 87,886 | 31,015 | 54.5% | $433.06万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,405.78万 | 5.48% | 340,796 | 51,747 | 17.9% | $213.46万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,621.38万 | 6.32% | 163,150 | 3,584 | 2.2% | $35.62万 | 加仓 |
| IUSG | ISHARES TR | $2,227.25万 | 8.68% | 118,414 | -235 | -0.2% | -$4.42万 | 减仓 |
| IUSV | ISHARES TR | $2,253.85万 | 8.78% | 204,617 | 2,822 | 1.4% | $31.08万 | 加仓 |
| SHY | ISHARES TR | $2,710.03万 | 10.56% | 330,048 | 37,599 | 12.9% | $308.73万 | 加仓 |