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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $2,414.75万 | 11.63% | 292,449 | 8,006 | 2.8% | $66.11万 | 加仓 |
| IUSV | ISHARES TR | $2,063.36万 | 9.94% | 201,795 | 2,518 | 1.3% | $25.75万 | 加仓 |
| IUSG | ISHARES TR | $1,840.36万 | 8.86% | 118,649 | 549 | 0.5% | $8.52万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,586.73万 | 7.64% | 159,566 | 2,357 | 1.5% | $23.44万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,126.13万 | 5.42% | 289,049 | 11,371 | 4.1% | $44.30万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $858.82万 | 4.14% | 44,749 | 386 | 0.9% | $7.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $537.80万 | 2.59% | 75,608 | 789 | 1.1% | $5.61万 | 加仓 |
| IJH | ISHARES TR | $491.60万 | 2.37% | 72,797 | 1,893 | 2.7% | $12.78万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $471.68万 | 2.27% | 24,041 | -208 | -0.9% | -$4.08万 | 减仓 |
| AAPL | APPLE INC | $465.36万 | 2.24% | 18,337 | -128 | -0.7% | -$3.25万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $423.61万 | 2.04% | 9,698 | -13 | -0.1% | -$5,678 | 减仓 |
| IEFA | ISHARES TR | $379.95万 | 1.83% | 41,969 | 818 | 2.0% | $7.41万 | 加仓 |
| EMXC | ISHARES INC | $377.85万 | 1.82% | 48,035 | 1,700 | 3.7% | $13.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $304.56万 | 1.47% | 17,463 | -788 | -4.3% | -$13.74万 | 减仓 |
| INTC | INTEL CORP | $250.97万 | 1.21% | 56,871 | 29,340 | 106.6% | $129.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $235.61万 | 1.13% | 6,365 | 7 | 0.1% | $2,591 | 加仓 |
| VGT | VANGUARD WORLD FD | $227.14万 | 1.09% | 3,255 | -55 | -1.7% | -$3.84万 | 减仓 |
| AMZN | AMAZON COM INC | $197.40万 | 0.95% | 9,478 | -89 | -0.9% | -$1.85万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $186.22万 | 0.90% | 18,587 | 2,100 | 12.7% | $21.04万 | 加仓 |
| GOOGL | ALPHABET INC | $180.11万 | 0.87% | 6,263 | -164 | -2.6% | -$4.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $168.29万 | 0.81% | 5,721 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $162.46万 | 0.78% | 7,554 | 75 | 1.0% | $1.61万 | 加仓 |
| SHV | ISHARES TR | $160.49万 | 0.77% | 14,538 | 39 | 0.3% | $4,305 | 加仓 |
| QQQ | INVESCO QQQ TR | $157.75万 | 0.76% | 2,733 | -5 | -0.2% | -$2,886 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $154.13万 | 0.74% | 57,276 | 1,033 | 1.8% | $2.78万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $143.14万 | 0.69% | 9,665 | -235 | -2.4% | -$3.48万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $139.63万 | 0.67% | 9,667 | -445 | -4.4% | -$6.43万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $132.31万 | 0.64% | 26,489 | 17,420 | 192.1% | $87.01万 | 加仓 |
| IVV | ISHARES TR | $132.21万 | 0.64% | 2,024 | 240 | 13.5% | $15.68万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $130.77万 | 0.63% | 20,407 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $125.08万 | 0.60% | 5,117 | 200 | 4.1% | $4.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $122.46万 | 0.59% | 3,817 | 3 | 0.1% | $962 | 加仓 |
| VIS | VANGUARD WORLD FD | $116.83万 | 0.56% | 3,742 | -5 | -0.1% | -$1,561 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $115.77万 | 0.56% | 16,995 | 668 | 4.1% | $4.55万 | 加仓 |
| IJR | ISHARES TR | $112.27万 | 0.54% | 9,032 | 609 | 7.2% | $7.57万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $108.00万 | 0.52% | 17,629 | 1,435 | 8.9% | $8.79万 | 加仓 |
| LLY | ELI LILLY & CO | $107.07万 | 0.52% | 1,164 | -5 | -0.4% | -$4,599 | 减仓 |
| VDC | VANGUARD WORLD FD | $104.48万 | 0.50% | 4,652 | 313 | 7.2% | $7.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $101.79万 | 0.49% | 1,565 | 1 | 0.1% | $650 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $100.48万 | 0.48% | 14,314 | 949 | 7.1% | $6.66万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $97.81万 | 0.47% | 13,901 | -467 | -3.3% | -$3.29万 | 减仓 |
| CAT | CATERPILLAR INC | $91.39万 | 0.44% | 1,290 | 151 | 13.3% | $10.70万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $87.49万 | 0.42% | 8,028 | 680 | 9.3% | $7.41万 | 加仓 |
| VFH | VANGUARD WORLD FD | $85.07万 | 0.41% | 7,042 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.51万 | 0.40% | 1,722 | -7 | -0.4% | -$3,354 | 减仓 |
| GOOG | ALPHABET INC | $80.80万 | 0.39% | 2,817 | -35 | -1.2% | -$1.00万 | 减仓 |
| VB | VANGUARD INDEX FDS | $79.81万 | 0.38% | 3,047 | -170 | -5.3% | -$4.45万 | 减仓 |
| — | EXXON MOBIL CORP | $77.95万 | 0.38% | 4,595 | -122 | -2.6% | -$2.07万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $76.88万 | 0.37% | 9,970 | 36 | 0.4% | $2,776 | 加仓 |
| AMAT | APPLIED MATLS INC | $75.64万 | 0.36% | 2,213 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $75.55万 | 0.36% | 5,305 | 1,777 | 50.4% | $25.31万 | 加仓 |
| NFLX | NETFLIX INC. | $73.87万 | 0.36% | 7,683 | 2 | 0.0% | $192 | 加仓 |
| ORCL | ORACLE CORP | $72.22万 | 0.35% | 4,909 | -34 | -0.7% | -$5,002 | 减仓 |
| VDE | VANGUARD WORLD FD | $70.88万 | 0.34% | 4,096 | -350 | -7.9% | -$6.06万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $68.98万 | 0.33% | 1,692 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $68.87万 | 0.33% | 11,765 | 54 | 0.5% | $3,161 | 加仓 |
| CVX | CHEVRON CORPORATION | $61.64万 | 0.30% | 2,979 | -200 | -6.3% | -$4.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $60.66万 | 0.29% | 717 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $60.54万 | 0.29% | 1,956 | 150 | 8.3% | $4.64万 | 加仓 |
| PRK | PARK NATL CORP | $59.94万 | 0.29% | 3,667 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $58.88万 | 0.28% | 8,090 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $58.74万 | 0.28% | 4,328 | -137 | -3.1% | -$1.86万 | 减仓 |
| WMT | WALMART INC | $58.19万 | 0.28% | 4,682 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $57.08万 | 0.27% | 1,988 | -176 | -8.1% | -$5.05万 | 减仓 |
| HD | HOME DEPOT INC | $56.39万 | 0.27% | 1,715 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $53.48万 | 0.26% | 4,153 | 1 | 0.0% | $129 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $53.36万 | 0.26% | 11,627 | 471 | 4.2% | $2.16万 | 加仓 |
| D | DOMINION ENERGY INC | $49.77万 | 0.24% | 8,051 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $48.84万 | 0.24% | 1,172 | -17 | -1.4% | -$7,085 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $47.60万 | 0.23% | 3,635 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $45.13万 | 0.22% | 3,752 | 908 | 31.9% | $10.92万 | 加仓 |
| VAW | VANGUARD WORLD FD | $43.49万 | 0.21% | 1,930 | 172 | 9.8% | $3.88万 | 加仓 |
| META | META PLATFORMS INC | $42.11万 | 0.20% | 736 | -23 | -3.0% | -$1.32万 | 减仓 |
| MCD | MCDONALDS CORP | $41.86万 | 0.20% | 1,347 | 150 | 12.5% | $4.66万 | 加仓 |
| ETN | EATON CORP PLC | $41.68万 | 0.20% | 1,165 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $41.62万 | 0.20% | 689 | -7 | -1.0% | -$4,228 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $41.58万 | 0.20% | 5,864 | 1,321 | 29.1% | $9.37万 | 加仓 |
| VCR | VANGUARD WORLD FD | $41.25万 | 0.20% | 1,149 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $38.67万 | 0.19% | 1,420 | 55 | 4.0% | $1.50万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $37.66万 | 0.18% | 1,245 | 49 | 4.1% | $1.48万 | 加仓 |
| ABBV | ABBVIE INC | $37.39万 | 0.18% | 1,719 | 100 | 6.2% | $2.17万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $37.06万 | 0.18% | 1,097 | -500 | -31.3% | -$16.89万 | 减仓 |
| FTNT | FORTINET INC | $35.77万 | 0.17% | 4,377 | -75 | -1.7% | -$6,129 | 减仓 |
| LOW | LOWES COS INC | $34.50万 | 0.17% | 1,460 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $34.29万 | 0.17% | 922 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $33.93万 | 0.16% | 379 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $33.14万 | 0.16% | 2,699 | -33 | -1.2% | -$4,052 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.11万 | 0.16% | 1,366 | -182 | -11.8% | -$4.41万 | 减仓 |
| EMR | EMERSON ELEC CO | $32.86万 | 0.16% | 2,508 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $31.93万 | 0.15% | 742 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $31.83万 | 0.15% | 4,102 | 551 | 15.5% | $4.28万 | 加仓 |
| KR | KROGER CO | $31.17万 | 0.15% | 4,308 | -19 | -0.4% | -$1,375 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $30.34万 | 0.15% | 7,432 | 324 | 4.6% | $1.32万 | 加仓 |
| V | VISA INC | $29.29万 | 0.14% | 969 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.15万 | 0.14% | 5,070 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $27.55万 | 0.13% | 1,352 | 0 | 0.0% | — | 不变 |
| ROCK | GIBRALTAR INDS INC | $27.45万 | 0.13% | 6,885 | 6,885 | — | $27.45万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $27.44万 | 0.13% | 3,094 | 32 | 1.0% | $2,838 | 加仓 |
| DVY | ISHARES TR | $27.04万 | 0.13% | 1,786 | 2 | 0.1% | $303 | 加仓 |
| VOO | VANGUARD INDEX FDS | $26.35万 | 0.13% | 441 | 0 | 0.0% | — | 不变 |