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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD WORLD FD | $35.37万 | 0.14% | 1,183 | -237 | -16.7% | -$7.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $34.68万 | 0.14% | 505 | 64 | 14.5% | $4.40万 | 加仓 |
| ADI | ANALOG DEVICES INC | $33.04万 | 0.13% | 832 | 832 | — | $33.04万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $32.36万 | 0.13% | 1,789 | 1,789 | — | $32.36万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $32.00万 | 0.12% | 3,319 | 225 | 7.3% | $2.17万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $31.05万 | 0.12% | 6,885 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $30.70万 | 0.12% | 1,618 | 351 | 27.7% | $6.66万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.53万 | 0.12% | 400 | 400 | — | $30.53万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.47万 | 0.12% | 733 | 29 | 4.1% | $1.21万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $30.46万 | 0.12% | 1,282 | 1,282 | — | $30.46万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $29.64万 | 0.12% | 1,352 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $29.08万 | 0.11% | 6,605 | -827 | -11.1% | -$3.64万 | 减仓 |
| SNDK | SANDISK CORP | $28.88万 | 0.11% | 127 | 127 | — | $28.88万 | 新建仓 |
| DVY | ISHARES TR | $28.57万 | 0.11% | 1,828 | 42 | 2.4% | $6,563 | 加仓 |
| USB | US BANCORP | $28.42万 | 0.11% | 4,706 | 1 | 0.0% | $60 | 加仓 |
| IRM | IRON MTN INC DEL | $27.66万 | 0.11% | 2,190 | 2,190 | — | $27.66万 | 新建仓 |
| OEF | ISHARES TR | $27.37万 | 0.11% | 748 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $26.99万 | 0.11% | 4,737 | 485 | 11.4% | $2.76万 | 加仓 |
| DE | DEERE & CO | $26.96万 | 0.11% | 425 | 35 | 9.0% | $2.22万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $26.51万 | 0.10% | 1,431 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $26.39万 | 0.10% | 4,475 | 151 | 3.5% | $8,906 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.70万 | 0.10% | 2,832 | 2,832 | — | $25.70万 | 新建仓 |
| GLW | CORNING INC | $25.54万 | 0.10% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $25.40万 | 0.10% | 800 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $25.34万 | 0.10% | 4,564 | 256 | 5.9% | $1.42万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.10万 | 0.10% | 1,121 | 1,121 | — | $25.10万 | 新建仓 |
| NET | CLOUDFLARE INC | $24.53万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $22.91万 | 0.09% | 4,285 | 4,285 | — | $22.91万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $21.95万 | 0.09% | 2,443 | 2,443 | — | $21.95万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.30万 | 0.08% | 1,406 | 1,406 | — | $21.30万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.72万 | 0.08% | 2,250 | -477 | -17.5% | -$4.39万 | 减仓 |
| IEZ | ISHARES TR | $20.68万 | 0.08% | 7,688 | 7,688 | — | $20.68万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.64万 | 0.08% | 4,874 | 4,874 | — | $20.64万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $19.17万 | 0.07% | 25,360 | -306 | -1.2% | -$2,313 | 减仓 |
| 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 |