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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $3.66万 | 0.01% | 389 | 210 | 117.3% | $1.97万 | 加仓 |
| CB | CHUBB LTD SWITZ | $3.65万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $3.63万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $3.52万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $3.42万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $3.38万 | 0.01% | 188 | 145 | 337.2% | $2.61万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $3.37万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $3.22万 | 0.01% | 345 | 345 | — | $3.22万 | 新建仓 |
| EWJ | ISHARES INC | $3.22万 | 0.01% | 381 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3.14万 | 0.01% | 534 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $3.07万 | 0.01% | 1,256 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $3.06万 | 0.01% | 981 | -229 | -18.9% | -$7,144 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $3.02万 | 0.01% | 713 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $3.00万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2.90万 | 0.01% | 503 | 2 | 0.4% | $115 | 加仓 |
| QCOM | QUALCOMM INC | $2.86万 | 0.01% | 222 | 1 | 0.5% | $129 | 加仓 |
| — | ISHARES ETHEREUM TR | $2.86万 | 0.01% | 1,804 | 1,111 | 160.3% | $1.76万 | 重新持有 |
| XT | ISHARES TR | $2.86万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| QHY | WISDOMTREE TR | $2.84万 | 0.01% | 624 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $2.82万 | 0.01% | 212 | 192 | 960.0% | $2.55万 | 加仓 |
| MCHI | ISHARES TR | $2.75万 | 0.01% | 490 | 0 | 0.0% | — | 不变 |
| — | SKYWATER TECHNOLOGY INC | $2.74万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2.71万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.68万 | 0.01% | 934 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $2.66万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $2.60万 | 0.01% | 612 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $2.57万 | 0.01% | 1,904 | 16 | 0.8% | $216 | 加仓 |
| IBCA | ISHARES TR | $2.56万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $2.55万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $2.47万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $2.45万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $2.44万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $2.39万 | 0.01% | 585 | 48 | 8.9% | $1,960 | 加仓 |
| NKE | NIKE INC | $2.38万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $2.34万 | 0.00% | 914 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $2.32万 | 0.00% | 527 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $2.31万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $2.31万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $2.30万 | 0.00% | 754 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $2.29万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $2.21万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $2.20万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $2.20万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $2.19万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.17万 | 0.00% | 73 | 73 | — | $2.17万 | 新建仓 |
| APH | AMPHENOL CORP | $2.17万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $2.13万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2.13万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $2.11万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.10万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.05万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $2.02万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X FDS | $2.01万 | 0.00% | 1,064 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $2.00万 | 0.00% | 320 | -90 | -22.0% | -$5,631 | 减仓 |
| UI | UBIQUITI INC | $1.99万 | 0.00% | 25 | -50 | -66.7% | -$3.97万 | 减仓 |
| ALRS | ALERUS FINL CORP | $1.97万 | 0.00% | 830 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1.95万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1.92万 | 0.00% | 160 | -460 | -74.2% | -$5.53万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.89万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.84万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $1.78万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1.77万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1.71万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.70万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.65万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.64万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $1.62万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.56万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $1.56万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $1.52万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $1.48万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1.47万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.46万 | 0.00% | 1,267 | -1,000 | -44.1% | -$1.15万 | 减仓 |
| — | NUSHARES ETF TR | $1.45万 | 0.00% | 624 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.45万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1.41万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.40万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1.39万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1.37万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $1.36万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $1.35万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $1.34万 | 0.00% | 123 | 123 | — | $1.34万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $1.31万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $1.31万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.30万 | 0.00% | 212 | 62 | 41.3% | $3,798 | 加仓 |
| MS | MORGAN STANLEY | $1.28万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.27万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $1.26万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.25万 | 0.00% | 578 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.24万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $1.21万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $1.21万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $1.21万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $1.20万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.20万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $1.19万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1.19万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $1.19万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $1.19万 | 0.00% | 124 | 124 | — | $1.19万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1.17万 | 0.00% | 100 | 100 | — | $1.17万 | 新建仓 |