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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,209 | -100.0% | -$26.31万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -340 | -100.0% | -$23.20万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -2,641 | -100.0% | -$22.88万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.15万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $19.17万 | 0.07% | 25,360 | -306 | -1.2% | -$2,313 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.64万 | 0.08% | 4,874 | 4,874 | — | $20.64万 | 新建仓 |
| IEZ | ISHARES TR | $20.68万 | 0.08% | 7,688 | 7,688 | — | $20.68万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.72万 | 0.08% | 2,250 | -477 | -17.5% | -$4.39万 | 减仓 |
| TJX | TJX COS INC NEW | $21.30万 | 0.08% | 1,406 | 1,406 | — | $21.30万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $21.95万 | 0.09% | 2,443 | 2,443 | — | $21.95万 | 新建仓 |
| SLV | ISHARES SILVER TR | $22.91万 | 0.09% | 4,285 | 4,285 | — | $22.91万 | 新建仓 |
| NET | CLOUDFLARE INC | $24.53万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.10万 | 0.10% | 1,121 | 1,121 | — | $25.10万 | 新建仓 |
| KR | KROGER CO | $25.34万 | 0.10% | 4,564 | 256 | 5.9% | $1.42万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $25.40万 | 0.10% | 800 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.54万 | 0.10% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $25.70万 | 0.10% | 2,832 | 2,832 | — | $25.70万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $26.39万 | 0.10% | 4,475 | 151 | 3.5% | $8,906 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $26.51万 | 0.10% | 1,431 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $26.96万 | 0.11% | 425 | 35 | 9.0% | $2.22万 | 加仓 |
| BAC | BANK OF AMER CORP | $26.99万 | 0.11% | 4,737 | 485 | 11.4% | $2.76万 | 加仓 |
| OEF | ISHARES TR | $27.37万 | 0.11% | 748 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $27.66万 | 0.11% | 2,190 | 2,190 | — | $27.66万 | 新建仓 |
| USB | US BANCORP | $28.42万 | 0.11% | 4,706 | 1 | 0.0% | $60 | 加仓 |
| DVY | ISHARES TR | $28.57万 | 0.11% | 1,828 | 42 | 2.4% | $6,563 | 加仓 |
| SNDK | SANDISK CORP | $28.88万 | 0.11% | 127 | 127 | — | $28.88万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $29.08万 | 0.11% | 6,605 | -827 | -11.1% | -$3.64万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $29.64万 | 0.12% | 1,352 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $30.46万 | 0.12% | 1,282 | 1,282 | — | $30.46万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.47万 | 0.12% | 733 | 29 | 4.1% | $1.21万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.53万 | 0.12% | 400 | 400 | — | $30.53万 | 新建仓 |
| RTX | RTX CORPORATION | $30.70万 | 0.12% | 1,618 | 351 | 27.7% | $6.66万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $31.05万 | 0.12% | 6,885 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $32.00万 | 0.12% | 3,319 | 225 | 7.3% | $2.17万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $32.36万 | 0.13% | 1,789 | 1,789 | — | $32.36万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $33.04万 | 0.13% | 832 | 832 | — | $33.04万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $34.68万 | 0.14% | 505 | 64 | 14.5% | $4.40万 | 加仓 |
| VHT | VANGUARD WORLD FD | $35.37万 | 0.14% | 1,183 | -237 | -16.7% | -$7.09万 | 减仓 |
| LOW | LOWES COS INC | $35.39万 | 0.14% | 1,605 | 145 | 9.9% | $3.20万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $36.75万 | 0.14% | 5,980 | 910 | 17.9% | $5.59万 | 加仓 |
| GLD | SPDR GOLD TR | $36.76万 | 0.14% | 998 | 256 | 34.5% | $9.43万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $37.07万 | 0.14% | 379 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $38.40万 | 0.15% | 913 | -9 | -1.0% | -$3,785 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.57万 | 0.15% | 777 | 88 | 12.8% | $4.48万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $40.00万 | 0.16% | 4,422 | 4,422 | — | $40.00万 | 新建仓 |
| V | VISA INC | $40.11万 | 0.16% | 1,169 | 200 | 20.6% | $6.86万 | 加仓 |
| EMR | EMERSON ELEC CO | $40.20万 | 0.16% | 2,808 | 300 | 12.0% | $4.29万 | 加仓 |
| GE | GE AEROSPACE | $41.48万 | 0.16% | 1,110 | 331 | 42.5% | $12.37万 | 加仓 |
| VCR | VANGUARD WORLD FD | $41.60万 | 0.16% | 1,049 | -100 | -8.7% | -$3.97万 | 减仓 |
| VAW | VANGUARD WORLD FD | $41.80万 | 0.16% | 1,827 | -103 | -5.3% | -$2.36万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $42.11万 | 0.16% | 1,245 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $43.57万 | 0.17% | 750 | -250 | -25.0% | -$14.52万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $44.06万 | 0.17% | 1,479 | -852 | -36.6% | -$25.38万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $45.85万 | 0.18% | 2,699 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $46.01万 | 0.18% | 3,635 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $47.08万 | 0.18% | 1,300 | 626 | 92.9% | $22.67万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $47.83万 | 0.19% | 6,248 | -8,066 | -56.4% | -$61.75万 | 减仓 |
| META | META PLATFORMS INC | $48.56万 | 0.19% | 862 | 126 | 17.1% | $7.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.84万 | 0.20% | 1,808 | 442 | 32.4% | $12.43万 | 加仓 |
| MCD | MCDONALDS CORP | $50.87万 | 0.20% | 1,882 | 535 | 39.7% | $14.46万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $52.00万 | 0.20% | 1,200 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $54.95万 | 0.21% | 3,577 | -800 | -18.3% | -$12.29万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $55.11万 | 0.21% | 6,726 | 862 | 14.7% | $7.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $55.86万 | 0.22% | 6,933 | -1,019 | -12.8% | -$8.21万 | 减仓 |
| D | DOMINION ENERGY INC | $57.20万 | 0.22% | 8,376 | 325 | 4.0% | $2.22万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $57.22万 | 0.22% | 1,165 | -7 | -0.6% | -$3,438 | 减仓 |
| WMT | WALMART INC | $58.48万 | 0.23% | 5,163 | 481 | 10.3% | $5.45万 | 加仓 |
| NFLX | NETFLIX INC. | $59.39万 | 0.23% | 8,318 | 635 | 8.3% | $4.53万 | 加仓 |
| MRK | MERCK & CO INC | $59.78万 | 0.23% | 4,652 | 900 | 24.0% | $11.57万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $60.05万 | 0.23% | 13,244 | 1,617 | 13.9% | $7.33万 | 加仓 |
| WMB | WILLIAMS COS INC | $60.14万 | 0.23% | 8,090 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $60.44万 | 0.24% | 2,402 | 683 | 39.7% | $17.19万 | 加仓 |
| VDE | VANGUARD WORLD FD | $62.12万 | 0.24% | 4,138 | 42 | 1.0% | $6,305 | 加仓 |
| ACMR | ACM RESH INC | $63.45万 | 0.25% | 5,000 | 5,000 | — | $63.45万 | 新建仓 |
| HDV | ISHARES TR | $63.69万 | 0.25% | 23,235 | 1,595 | 7.4% | $4.37万 | 加仓 |
| SYK | STRYKER CORPORATION | $64.86万 | 0.25% | 2,060 | 2,060 | — | $64.86万 | 新建仓 |
| — | EXXON MOBIL CORP | $65.55万 | 0.26% | 4,795 | 200 | 4.4% | $2.73万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $65.85万 | 0.26% | 5,615 | -2,413 | -30.1% | -$28.30万 | 减仓 |
| PRK | PARK NATL CORP | $67.10万 | 0.26% | 3,667 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $70.28万 | 0.27% | 4,240 | 1,261 | 42.3% | $20.90万 | 加仓 |
| AVGO | BROADCOM INC | $71.24万 | 0.28% | 1,886 | -70 | -3.6% | -$2.64万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $74.54万 | 0.29% | 737 | 20 | 2.8% | $2.02万 | 加仓 |
| ITOT | ISHARES TR | $74.81万 | 0.29% | 4,554 | -751 | -14.2% | -$12.34万 | 减仓 |
| ORCL | ORACLE CORP | $76.23万 | 0.30% | 5,201 | 292 | 5.9% | $4.28万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $77.21万 | 0.30% | 14,538 | -3,091 | -17.5% | -$16.42万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $77.93万 | 0.30% | 13,390 | 1,625 | 13.8% | $9.46万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $83.88万 | 0.33% | 10,152 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $88.43万 | 0.34% | 12,727 | -4,268 | -25.1% | -$29.65万 | 减仓 |
| VB | VANGUARD INDEX FDS | $89.69万 | 0.35% | 2,959 | -88 | -2.9% | -$2.67万 | 减仓 |
| VDC | VANGUARD WORLD FD | $89.88万 | 0.35% | 3,986 | -666 | -14.3% | -$15.02万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $90.73万 | 0.35% | 10,613 | 643 | 6.4% | $5.50万 | 加仓 |
| HD | HOME DEPOT INC | $91.89万 | 0.36% | 2,606 | 891 | 52.0% | $31.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.26万 | 0.36% | 1,844 | 122 | 7.1% | $6.10万 | 加仓 |
| QCOM | QUALCOMM INC | $93.37万 | 0.36% | 5,053 | 900 | 21.7% | $16.63万 | 加仓 |
| ETN | EATON CORP PLC | $95.20万 | 0.37% | 2,234 | 1,069 | 91.8% | $45.56万 | 加仓 |
| CSCO | CISCO SYS INC | $95.28万 | 0.37% | 8,112 | 4,010 | 97.8% | $47.10万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $98.06万 | 0.38% | 12,694 | -1,207 | -8.7% | -$9.32万 | 减仓 |
| GOOG | ALPHABET INC | $99.53万 | 0.39% | 2,817 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $101.29万 | 0.39% | 1,356 | -209 | -13.4% | -$15.61万 | 减仓 |
| VFH | VANGUARD WORLD FD | $119.47万 | 0.47% | 9,078 | 2,036 | 28.9% | $26.79万 | 加仓 |