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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $45.60万 | 0.10% | 8,767 | -500 | -5.4% | -$2.60万 | 减仓 |
| TSLA | TESLA INC | $45.06万 | 0.10% | 1,212 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $42.66万 | 0.09% | 4,006 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $42.50万 | 0.09% | 4,651 | -895 | -16.1% | -$8.18万 | 减仓 |
| WMT | WALMART INC | $41.59万 | 0.09% | 3,346 | 17 | 0.5% | $2,113 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $39.55万 | 0.08% | 3,961 | 152 | 4.0% | $1.52万 | 加仓 |
| IWS | ISHARES TR | $39.00万 | 0.08% | 2,676 | -115 | -4.1% | -$1.68万 | 减仓 |
| LII | LENNOX INTL INC | $38.80万 | 0.08% | 836 | 75 | 9.9% | $3.48万 | 加仓 |
| CAT | CATERPILLAR INC | $38.61万 | 0.08% | 545 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $38.02万 | 0.08% | 9,758 | -1,656 | -14.5% | -$6.45万 | 减仓 |
| IWP | ISHARES TR | $37.90万 | 0.08% | 2,958 | -257 | -8.0% | -$3.29万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $37.39万 | 0.08% | 5,314 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.23万 | 0.08% | 2,333 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $35.55万 | 0.08% | 997 | -105 | -9.5% | -$3.74万 | 减仓 |
| DES | WISDOMTREE TR | $35.33万 | 0.07% | 9,829 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES TR | $35.17万 | 0.07% | 14,508 | -2,675 | -15.6% | -$6.48万 | 减仓 |
| NVDL | GRANITESHARES ETF TR | $34.53万 | 0.07% | 4,758 | 332 | 7.5% | $2.41万 | 加仓 |
| OEF | ISHARES TR | $34.48万 | 0.07% | 1,084 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $34.48万 | 0.07% | 1,172 | -1,676 | -58.8% | -$49.30万 | 减仓 |
| SDY | SPDR SERIES TRUST | $33.71万 | 0.07% | 2,310 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $33.61万 | 0.07% | 582 | 86 | 17.3% | $4.97万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $33.51万 | 0.07% | 10,923 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $33.26万 | 0.07% | 4,690 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $31.71万 | 0.07% | 2,987 | -681 | -18.6% | -$7.23万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $31.60万 | 0.07% | 4,405 | 39 | 0.9% | $2,797 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $31.15万 | 0.07% | 15,132 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $31.14万 | 0.07% | 1,835 | -35 | -1.9% | -$5,940 | 减仓 |
| HRL | HORMEL FOODS CORP | $31.10万 | 0.07% | 13,732 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $30.03万 | 0.06% | 11,616 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $29.68万 | 0.06% | 1,629 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $29.43万 | 0.06% | 7,455 | -125 | -1.6% | -$4,935 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $28.95万 | 0.06% | 5,532 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $28.88万 | 0.06% | 3,233 | -161 | -4.7% | -$1.44万 | 减仓 |
| MTUM | ISHARES TR | $28.77万 | 0.06% | 1,199 | 40 | 3.5% | $9,600 | 加仓 |
| GGG | GRACO INC | $28.51万 | 0.06% | 3,368 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $28.49万 | 0.06% | 3,579 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $28.36万 | 0.06% | 7,138 | -954 | -11.8% | -$3.79万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $27.62万 | 0.06% | 3,621 | 3,621 | — | $27.62万 | 新建仓 |
| VFMF | VANGUARD WELLINGTON FD | $27.28万 | 0.06% | 1,759 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $27.18万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.62万 | 0.06% | 1,380 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $26.49万 | 0.06% | 4,658 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $26.20万 | 0.06% | 11,432 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $25.29万 | 0.05% | 15,366 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $24.81万 | 0.05% | 3,026 | 652 | 27.5% | $5.35万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $23.82万 | 0.05% | 975 | -798 | -45.0% | -$19.50万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $23.81万 | 0.05% | 7,342 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $23.24万 | 0.05% | 4,890 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.93万 | 0.05% | 738 | -153 | -17.2% | -$4.75万 | 减仓 |
| DGRW | WISDOMTREE TR | $22.70万 | 0.05% | 2,584 | 22 | 0.9% | $1,932 | 加仓 |
| NUBD | NUSHARES ETF TR | $22.43万 | 0.05% | 10,098 | 1,339 | 15.3% | $2.97万 | 加仓 |
| DLS | WISDOMTREE TR | $22.35万 | 0.05% | 2,742 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $22.15万 | 0.05% | 9,875 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $22.05万 | 0.05% | 4,770 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $21.66万 | 0.05% | 2,043 | -213 | -9.4% | -$2.26万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $21.07万 | 0.04% | 4,739 | -259 | -5.2% | -$1.15万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $21.06万 | 0.04% | 474 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $20.96万 | 0.04% | 6,225 | -375 | -5.7% | -$1.26万 | 减仓 |
| FLOT | ISHARES TR | $20.94万 | 0.04% | 4,109 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $20.85万 | 0.04% | 450 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $20.59万 | 0.04% | 2,005 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $20.04万 | 0.04% | 741 | -28 | -3.6% | -$7,572 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $19.54万 | 0.04% | 6,064 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $19.31万 | 0.04% | 2,860 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $18.99万 | 0.04% | 2,497 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $18.61万 | 0.04% | 1,933 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $18.29万 | 0.04% | 7,298 | 1,189 | 19.5% | $2.98万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $17.54万 | 0.04% | 674 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $17.34万 | 0.04% | 1,145 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $17.23万 | 0.04% | 1,421 | 1 | 0.1% | $121 | 加仓 |
| GLD | SPDR GOLD TR | $17.17万 | 0.04% | 399 | -11 | -2.7% | -$4,733 | 减仓 |
| IBHF | ISHARES TR | $16.99万 | 0.04% | 7,403 | -218 | -2.9% | -$5,003 | 减仓 |
| DDWM | WISDOMTREE TR | $16.18万 | 0.03% | 3,667 | 492 | 15.5% | $2.17万 | 加仓 |
| IYW | ISHARES TR | $16.11万 | 0.03% | 888 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $16.04万 | 0.03% | 1,651 | -131 | -7.4% | -$1.27万 | 减仓 |
| IWN | ISHARES TR | $15.96万 | 0.03% | 842 | -201 | -19.3% | -$3.81万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $15.88万 | 0.03% | 3,305 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $15.52万 | 0.03% | 2,921 | -72 | -2.4% | -$3,826 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $15.37万 | 0.03% | 634 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $15.27万 | 0.03% | 2,689 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $15.10万 | 0.03% | 411 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $15.00万 | 0.03% | 215 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $14.60万 | 0.03% | 9,332 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $14.54万 | 0.03% | 1,874 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $14.33万 | 0.03% | 499 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $13.74万 | 0.03% | 6,291 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $13.46万 | 0.03% | 6,040 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $13.45万 | 0.03% | 1,138 | 0 | 0.0% | — | 不变 |
| IBHH | ISHARES TR | $13.41万 | 0.03% | 5,714 | -214 | -3.6% | -$5,023 | 减仓 |
| GIS | GENERAL MILLS INC | $13.39万 | 0.03% | 3,598 | 45 | 1.3% | $1,675 | 加仓 |
| NFLX | NETFLIX INC. | $13.36万 | 0.03% | 1,390 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $13.29万 | 0.03% | 822 | 58 | 7.6% | $9,380 | 加仓 |
| HD | HOME DEPOT INC | $12.89万 | 0.03% | 392 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $12.71万 | 0.03% | 3,640 | 0 | 0.0% | — | 不变 |
| SMB | VANECK ETF TRUST | $12.38万 | 0.03% | 7,156 | -1,452 | -16.9% | -$2.51万 | 减仓 |
| SLV | ISHARES SILVER TR | $12.19万 | 0.03% | 1,789 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $12.09万 | 0.03% | 1,529 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $12.08万 | 0.03% | 1,831 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $12.08万 | 0.03% | 3,985 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $11.84万 | 0.03% | 1,491 | -343 | -18.7% | -$2.72万 | 减仓 |