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 |
|---|---|---|---|---|---|---|---|---|
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -749 | -100.0% | -$16.65万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -848 | -100.0% | -$9.36万 | 清仓 |
| FPI | FARMLAND PARTNERS INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$7.75万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -800 | -100.0% | -$4.32万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR E | $0 | 0.00% | 0 | -1,489 | -100.0% | -$4.18万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -525 | -100.0% | -$3.86万 | 清仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $0 | 0.00% | 0 | -7,000 | -100.0% | -$2.41万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -226 | -100.0% | -$2.26万 | 清仓 |
| HWKN | HAWKINS INC | $0 | 0.00% | 0 | -148 | -100.0% | -$2.10万 | 清仓 |
| — | INVESCO CALIF VALUE MUN INCO | $0 | 0.00% | 0 | -1,625 | -100.0% | -$1.81万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -259 | -100.0% | -$1.47万 | 清仓 |
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -300 | -100.0% | -$6,465 | 清仓 |
| IMTM | ISHARES TR | $0 | 0.00% | 0 | -125 | -100.0% | -$5,997 | 清仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $0 | 0.00% | 0 | -252 | -100.0% | -$5,877 | 清仓 |
| QDEF | FLEXSHARES TR | $0 | 0.00% | 0 | -57 | -100.0% | -$4,615 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -34 | -100.0% | -$3,874 | 清仓 |
| BCI | ABRDN ETFS | $0 | 0.00% | 0 | -178 | -100.0% | -$3,477 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -204 | -100.0% | -$3,279 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -118 | -100.0% | -$2,759 | 清仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -21 | -100.0% | -$2,033 | 清仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | -84 | -100.0% | -$1,901 | 清仓 |
| — | ABRDN GLOBAL INCOME FUND INC | $0 | 0.00% | 0 | -350 | -100.0% | -$1,024 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -46 | -100.0% | -$330 | 清仓 |
| — | ORION PROPERTIES INC | $11 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ADAM | ADAMAS TRUST INC. | $45 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $89 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $150 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $178 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $255 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $266 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $275 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $293 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $296 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $303 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $314 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $332 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $354 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $369 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $384 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $409 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $432 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $441 | 0.00% | 20 | -56 | -73.7% | -$1,235 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $466 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $472 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $561 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $562 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $589 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $596 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $628 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $664 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $670 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $693 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $715 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $718 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $721 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $739 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $779 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $782 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $809 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $813 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $834 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $837 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $850 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $875 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $955 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $962 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $962 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $981 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $1,050 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1,064 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IDGT | ISHARES TR | $1,076 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MTUS | METALLUS INC | $1,079 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,101 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $1,112 | 0.00% | 111 | -400 | -78.3% | -$4,007 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1,136 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,194 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1,333 | 0.00% | 36 | 36 | — | $1,333 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,383 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1,466 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1,499 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $1,622 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $1,624 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1,676 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $1,950 | 0.00% | 50 | 50 | — | $1,950 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,124 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $2,160 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $2,179 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO EXCH TRADED FD TR II | $2,207 | 0.00% | 123 | 123 | — | $2,207 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $2,227 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $2,442 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $2,578 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $2,643 | 0.00% | 58 | 58 | — | $2,643 | 新建仓 |
| QGRW | WISDOMTREE TR | $2,672 | 0.00% | 50 | 50 | — | $2,672 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,931 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $3,048 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $3,169 | 0.00% | 141 | 3 | 2.2% | $67 | 加仓 |
| HUM | HUMANA INC | $3,295 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3,480 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3,516 | 0.00% | 42 | -118 | -73.8% | -$9,878 | 减仓 |
| GLDM | WORLD GOLD TR | $3,523 | 0.00% | 38 | 38 | — | $3,523 | 新建仓 |