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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRADED FD TR II | $3.42万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $3.52万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $3.63万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $3.65万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $3.66万 | 0.01% | 389 | 210 | 117.3% | $1.97万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3.66万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $3.71万 | 0.01% | 561 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3.80万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $3.82万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $3.82万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $3.86万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $3.91万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| IBTO | ISHARES TR | $3.92万 | 0.01% | 1,608 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $3.96万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $3.98万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $4.04万 | 0.01% | 1,131 | -31 | -2.7% | -$1,107 | 减仓 |
| IEI | ISHARES TR | $4.07万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $4.11万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $4.12万 | 0.01% | 133 | 4 | 3.1% | $1,238 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $4.12万 | 0.01% | 4,000 | -22,254 | -84.8% | -$22.92万 | 减仓 |
| SAP | SAP SE | $4.13万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $4.13万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $4.27万 | 0.01% | 2,211 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $4.39万 | 0.01% | 191 | 1 | 0.5% | $230 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4.42万 | 0.01% | 943 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $4.47万 | 0.01% | 962 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $4.48万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $4.52万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $4.54万 | 0.01% | 904 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $4.64万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES TR | $4.70万 | 0.01% | 2,018 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $4.78万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $4.82万 | 0.01% | 971 | -48 | -4.7% | -$2,384 | 减仓 |
| DOL | WISDOMTREE TR | $4.85万 | 0.01% | 714 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $4.94万 | 0.01% | 1,389 | 608 | 77.8% | $2.16万 | 加仓 |
| GDX | VANECK ETF TRUST | $4.94万 | 0.01% | 538 | -7,497 | -93.3% | -$68.80万 | 减仓 |
| IWR | ISHARES TR | $4.95万 | 0.01% | 509 | 509 | — | $4.95万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $4.98万 | 0.01% | 1,714 | 926 | 117.5% | $2.69万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5.01万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $5.02万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5.14万 | 0.01% | 1,685 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $5.17万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $5.22万 | 0.01% | 2,278 | -706 | -23.7% | -$1.62万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $5.23万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $5.23万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $5.40万 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| IBTM | ISHARES TR | $5.42万 | 0.01% | 2,365 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5.52万 | 0.01% | 1,905 | -4,000 | -67.7% | -$11.60万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $5.59万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $5.71万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $5.71万 | 0.01% | 603 | 351 | 139.3% | $3.33万 | 加仓 |
| PFE | PFIZER INC | $5.77万 | 0.01% | 2,056 | 20 | 1.0% | $562 | 加仓 |
| TLTE | FLEXSHARES TR | $5.93万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $5.96万 | 0.01% | 823 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $5.99万 | 0.01% | 2,059 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $6.02万 | 0.01% | 599 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $6.03万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $6.54万 | 0.01% | 500 | 4 | 0.8% | $523 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $6.57万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $6.70万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $6.84万 | 0.01% | 733 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $6.86万 | 0.01% | 2,467 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $6.87万 | 0.01% | 15,264 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $6.90万 | 0.01% | 894 | 864 | 2,880.0% | $6.67万 | 加仓 |
| IGIB | ISHARES TR | $6.95万 | 0.01% | 1,306 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $7.01万 | 0.01% | 988 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $7.04万 | 0.01% | 941 | -189 | -16.7% | -$1.41万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $7.16万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $7.22万 | 0.02% | 873 | 603 | 223.3% | $4.99万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $7.28万 | 0.02% | 1,600 | 732 | 84.3% | $3.33万 | 加仓 |
| — | WISDOMTREE TR | $7.29万 | 0.02% | 3,234 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $7.44万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $7.64万 | 0.02% | 3,231 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $7.71万 | 0.02% | 1,770 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $7.74万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $7.79万 | 0.02% | 1,011 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $7.88万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $7.88万 | 0.02% | 956 | 890 | 1,348.5% | $7.34万 | 加仓 |
| ISTB | ISHARES TR | $8.44万 | 0.02% | 1,741 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $8.49万 | 0.02% | 540 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $8.61万 | 0.02% | 2,397 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $8.62万 | 0.02% | 1,745 | 1,624 | 1,342.1% | $8.02万 | 加仓 |
| NULG | NUSHARES ETF TR | $8.65万 | 0.02% | 951 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $8.87万 | 0.02% | 641 | -70 | -9.8% | -$9,682 | 减仓 |
| IBTL | ISHARES TR | $8.98万 | 0.02% | 4,400 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $9.03万 | 0.02% | 264 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $9.05万 | 0.02% | 300 | 6 | 2.0% | $1,810 | 加仓 |
| ASML | ASML HLDG NV | $9.11万 | 0.02% | 69 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $9.21万 | 0.02% | 431 | -41 | -8.7% | -$8,760 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $9.22万 | 0.02% | 454 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $9.31万 | 0.02% | 218 | -37 | -14.5% | -$1.58万 | 减仓 |
| SOLV | SOLVENTUM CORP | $9.32万 | 0.02% | 1,427 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $9.77万 | 0.02% | 1,597 | -380 | -19.2% | -$2.32万 | 减仓 |
| IBTK | ISHARES TR | $9.79万 | 0.02% | 4,963 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $9.87万 | 0.02% | 173 | 3 | 1.8% | $1,711 | 加仓 |
| CVX | CHEVRON CORPORATION | $9.97万 | 0.02% | 482 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $10.33万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $10.37万 | 0.02% | 707 | 39 | 5.8% | $5,718 | 加仓 |
| IBDZ | ISHARES TR | $10.48万 | 0.02% | 4,022 | -394 | -8.9% | -$1.03万 | 减仓 |
| HYG | ISHARES TR | $10.61万 | 0.02% | 1,333 | -32 | -2.3% | -$2,546 | 减仓 |