Cherry Tree Wealth Management, LLC
MINNETONKA MN · SEC CIK 0001985414
$4.73亿2026Q1 申报市值
582持仓数
35.7%前十大占比 · 第一大 4.6%
18 / 23新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFCF 加仓+$110.06万
SPSB 加仓+$107.31万
VTIP 加仓+$66.09万
BND 加仓+$62.83万
VBIL 加仓+$40.13万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$89.43万
GDX 减仓-$68.80万
VBR 减仓-$53.51万
FNDF 减仓-$50.29万
JPM 减仓-$49.30万
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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $3,586 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SSYS | STRATASYS LTD | $3,617 | 0.00% | 463 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $3,641 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $3,800 | 0.00% | 84 | 84 | — | $3,800 | 新建仓 |
| SMH | VANECK ETF TRUST | $3,834 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3,954 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,981 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $4,056 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $4,059 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IMSR | TERRESTRIAL ENERGY INC | $4,156 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $4,165 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4,244 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4,265 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $4,375 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $4,398 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $4,479 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $4,546 | 0.00% | 319 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $4,667 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $4,852 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $4,870 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $4,943 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $4,968 | 0.00% | 90 | -320 | -78.0% | -$1.77万 | 减仓 |
| IBHG | ISHARES TR | $4,980 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $4,984 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,991 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $5,128 | 0.00% | 54 | 54 | — | $5,128 | 新建仓 |
| SRE | SEMPRA | $5,442 | 0.00% | 56 | -1,202 | -95.5% | -$11.68万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $5,550 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $5,587 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $5,732 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $5,800 | 0.00% | 78 | -55 | -41.4% | -$4,090 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $5,857 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,899 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $6,088 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $6,111 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $6,123 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $6,228 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $6,273 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES TR | $6,276 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $6,277 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $6,424 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $6,546 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $6,557 | 0.00% | 21 | 21 | — | $6,557 | 新建仓 |
| VDE | VANGUARD WORLD FD | $6,576 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $6,635 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| JOUT | JOHNSON OUTDOORS INC | $6,723 | 0.00% | 145 | 1 | 0.7% | $46 | 加仓 |
| WRB | BERKLEY W R CORP | $7,159 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $7,322 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $7,428 | 0.00% | 67 | 67 | — | $7,428 | 新建仓 |
| RL | RALPH LAUREN CORP | $7,568 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $7,947 | 0.00% | 237 | -7,400 | -96.9% | -$24.81万 | 减仓 |
| STRA | STRATEGIC ED INC | $7,965 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $8,049 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $8,175 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $8,176 | 0.00% | 179 | -118 | -39.7% | -$5,390 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $8,260 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $8,338 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $8,377 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $8,433 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $8,504 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $8,511 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $8,548 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $8,676 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $8,719 | 0.00% | 80 | 56 | 233.3% | $6,103 | 加仓 |
| BAC | BANK AMERICA CORP | $8,727 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $8,784 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $8,802 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $8,942 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $9,004 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $9,006 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $9,193 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $9,368 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $9,409 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $9,410 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $9,452 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $9,661 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $9,678 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $9,752 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $9,902 | 0.00% | 133 | 100 | 303.0% | $7,445 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $9,957 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.00万 | 0.00% | 87 | -58 | -40.0% | -$6,693 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1.02万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1.02万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $1.03万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $1.04万 | 0.00% | 130 | 130 | — | $1.04万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1.05万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $1.06万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1.06万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $1.06万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $1.07万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.09万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $1.09万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $1.11万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $1.12万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $1.12万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $1.13万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VOLT | TEMA ETF TRUST | $1.13万 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1.13万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $1.14万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $1.14万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |