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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $26.31万 | 0.13% | 3,209 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $25.75万 | 0.12% | 4,324 | 4,324 | — | $25.75万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $25.64万 | 0.12% | 1,200 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $25.17万 | 0.12% | 2,727 | 16 | 0.6% | $1,477 | 加仓 |
| USB | US BANCORP | $24.47万 | 0.12% | 4,705 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $24.44万 | 0.12% | 1,267 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $23.79万 | 0.11% | 748 | -35 | -4.5% | -$1.11万 | 减仓 |
| AMGN | AMGEN INC | $23.71万 | 0.11% | 674 | -6 | -0.9% | -$2,111 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.20万 | 0.11% | 340 | 0 | 0.0% | — | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $23.14万 | 0.11% | 1,431 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $23.09万 | 0.11% | 2,331 | -261 | -10.1% | -$2.59万 | 重新持有 |
| IXUS | ISHARES TR | $22.88万 | 0.11% | 2,641 | 2,641 | — | $22.88万 | 新建仓 |
| GE | GE AEROSPACE | $22.11万 | 0.11% | 779 | 45 | 6.1% | $1.28万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $22.01万 | 0.11% | 800 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $21.97万 | 0.11% | 390 | -49 | -11.2% | -$2.76万 | 重新持有 |
| BAC | BANK AMERICA CORP | $20.73万 | 0.10% | 4,252 | 472 | 12.5% | $2.30万 | 加仓 |
| NET | CLOUDFLARE INC | $20.63万 | 0.10% | 1,000 | 0 | 0.0% | — | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $20.34万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $20.15万 | 0.10% | 1,000 | 1,000 | — | $20.15万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $16.37万 | 0.08% | 25,666 | -267 | -1.0% | -$1,703 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |