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 |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | $2,180.35万 | 4.61% | 650,076 | 7,751 | 1.2% | $26.00万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,108.82万 | 4.46% | 701,304 | 35,687 | 5.4% | $107.31万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,067.21万 | 4.37% | 280,718 | 8,532 | 3.1% | $62.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,931.80万 | 4.09% | 301,466 | 2,265 | 0.8% | $14.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,850.39万 | 3.91% | 94,311 | -4,558 | -4.6% | -$89.43万 | 减仓 |
| IVV | ISHARES TR | $1,557.42万 | 3.29% | 23,843 | -372 | -1.5% | -$24.30万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,352.24万 | 2.86% | 91,306 | -750 | -0.8% | -$11.11万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $1,341.84万 | 2.84% | 435,946 | 10,104 | 2.4% | $31.10万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,258.57万 | 2.66% | 48,052 | 431 | 0.9% | $11.29万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,219.69万 | 2.58% | 56,142 | -2,463 | -4.2% | -$53.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,181.28万 | 2.50% | 303,985 | -7,268 | -2.3% | -$28.24万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,097.54万 | 2.32% | 138,456 | 1,616 | 1.2% | $12.81万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,087.24万 | 2.30% | 222,204 | -10,277 | -4.4% | -$50.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,046.30万 | 2.21% | 133,440 | 3,884 | 3.0% | $30.45万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,044.71万 | 2.21% | 139,109 | -2,268 | -1.6% | -$17.03万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $945.42万 | 2.00% | 189,272 | 13,231 | 7.5% | $66.09万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $855.15万 | 1.81% | 106,085 | 1,123 | 1.1% | $9.05万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $835.93万 | 1.77% | 180,312 | -1,433 | -0.8% | -$6.64万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $828.74万 | 1.75% | 87,939 | -553 | -0.6% | -$5.21万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $722.98万 | 1.53% | 144,914 | -377 | -0.3% | -$1.88万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $668.48万 | 1.41% | 123,678 | -3,542 | -2.8% | -$19.14万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $649.37万 | 1.37% | 84,214 | -1,774 | -2.1% | -$13.68万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $646.62万 | 1.37% | 33,692 | 689 | 2.1% | $13.22万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $629.72万 | 1.33% | 129,946 | -913 | -0.7% | -$4.42万 | 减仓 |
| IBDT | ISHARES TR | $591.17万 | 1.25% | 233,386 | 784 | 0.3% | $1.99万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $590.26万 | 1.25% | 73,251 | -1,468 | -2.0% | -$11.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $553.09万 | 1.17% | 88,565 | -1,993 | -2.2% | -$12.45万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $491.71万 | 1.04% | 198,670 | 541 | 0.3% | $1.34万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $480.99万 | 1.02% | 54,227 | 2,423 | 4.7% | $21.49万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $467.44万 | 0.99% | 63,911 | -3,020 | -4.5% | -$22.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $455.58万 | 0.96% | 123,935 | 4,357 | 3.6% | $16.02万 | 加仓 |
| IBDU | ISHARES TR | $455.05万 | 0.96% | 195,635 | -612 | -0.3% | -$1.42万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $418.49万 | 0.89% | 157,447 | 6,901 | 4.6% | $18.34万 | 加仓 |
| IBDS | ISHARES TR | $414.97万 | 0.88% | 171,193 | -2,856 | -1.6% | -$6.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $413.31万 | 0.87% | 12,883 | -251 | -1.9% | -$8.05万 | 减仓 |
| TITN | TITAN MACHY INC | $410.49万 | 0.87% | 245,510 | 3,471 | 1.4% | $5.80万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $399.16万 | 0.84% | 52,764 | 5,305 | 11.2% | $40.13万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $396.61万 | 0.84% | 35,902 | 279 | 0.8% | $3.08万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $373.19万 | 0.79% | 109,860 | 4 | 0.0% | $136 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $357.70万 | 0.76% | 84,723 | 26,069 | 44.4% | $110.06万 | 加仓 |
| AAPL | APPLE INC | $332.36万 | 0.70% | 13,096 | -187 | -1.4% | -$4.75万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $326.32万 | 0.69% | 5,461 | -73 | -1.3% | -$4.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $295.58万 | 0.63% | 7,985 | 8 | 0.1% | $2,961 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $286.36万 | 0.61% | 114,088 | -2,592 | -2.2% | -$6.51万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $253.94万 | 0.54% | 28,172 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $237.26万 | 0.50% | 41,859 | -7,205 | -14.7% | -$40.84万 | 减仓 |
| ITOT | ISHARES TR | $226.14万 | 0.48% | 15,877 | -620 | -3.8% | -$8.83万 | 减仓 |
| AGG | ISHARES TR | $220.24万 | 0.47% | 22,186 | 414 | 1.9% | $4.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $203.43万 | 0.43% | 3,128 | -245 | -7.3% | -$15.93万 | 减仓 |
| USEW | EA SERIES TRUST | $195.35万 | 0.41% | 39,965 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $192.53万 | 0.41% | 38,041 | 3,167 | 9.1% | $16.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $187.17万 | 0.40% | 26,314 | 82 | 0.3% | $5,833 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $185.05万 | 0.39% | 72,174 | 10,103 | 16.3% | $25.90万 | 加仓 |
| DHS | WISDOMTREE TR | $180.26万 | 0.38% | 16,504 | -606 | -3.5% | -$6.62万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $176.92万 | 0.37% | 29,709 | 1,137 | 4.0% | $6.77万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $168.12万 | 0.36% | 31,854 | -316 | -1.0% | -$1.67万 | 减仓 |
| IEFA | ISHARES TR | $165.91万 | 0.35% | 18,327 | -15 | -0.1% | -$1,358 | 减仓 |
| IBDV | ISHARES TR | $163.34万 | 0.35% | 74,620 | 1,860 | 2.6% | $4.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $158.18万 | 0.33% | 9,070 | -494 | -5.2% | -$8.62万 | 减仓 |
| EMR | EMERSON ELEC CO | $158.10万 | 0.33% | 12,067 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $157.41万 | 0.33% | 67,790 | -1,052 | -1.5% | -$2.44万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $155.06万 | 0.33% | 3,550 | -9 | -0.3% | -$3,931 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $144.54万 | 0.31% | 9,914 | -1,199 | -10.8% | -$17.48万 | 减仓 |
| LLY | ELI LILLY & CO | $139.62万 | 0.30% | 1,518 | 2 | 0.1% | $1,840 | 加仓 |
| SPYM | SPDR SERIES TRUST | $123.42万 | 0.26% | 16,125 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $122.29万 | 0.26% | 13,187 | -186 | -1.4% | -$1.72万 | 减仓 |
| IBDW | ISHARES TR | $113.69万 | 0.24% | 54,319 | 1,583 | 3.0% | $3.31万 | 加仓 |
| IWM | ISHARES TR | $109.05万 | 0.23% | 4,397 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $98.86万 | 0.21% | 3,438 | -76 | -2.2% | -$2.19万 | 减仓 |
| MMM | 3M CO | $98.76万 | 0.21% | 6,800 | -365 | -5.1% | -$5.30万 | 减仓 |
| IEMG | ISHARES INC | $91.69万 | 0.19% | 13,145 | -474 | -3.5% | -$3.31万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $89.97万 | 0.19% | 16,205 | -1,474 | -8.3% | -$8.18万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $87.60万 | 0.19% | 7,803 | -67 | -0.9% | -$7,522 | 减仓 |
| SKOR | FLEXSHARES TR | $84.32万 | 0.18% | 17,343 | -1,990 | -10.3% | -$9.68万 | 减仓 |
| QUAL | ISHARES TR | $75.48万 | 0.16% | 3,935 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $75.00万 | 0.16% | 2,480 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $73.12万 | 0.15% | 9,835 | -196 | -2.0% | -$1.46万 | 减仓 |
| MDT | MEDTRONIC PLC | $72.47万 | 0.15% | 8,364 | -2,750 | -24.7% | -$23.83万 | 减仓 |
| GOOG | ALPHABET INC | $71.94万 | 0.15% | 2,508 | 59 | 2.4% | $1.69万 | 加仓 |
| STPZ | PIMCO ETF TR | $71.52万 | 0.15% | 13,219 | -60 | -0.5% | -$3,246 | 减仓 |
| IXUS | ISHARES TR | $71.33万 | 0.15% | 8,233 | -66 | -0.8% | -$5,719 | 减仓 |
| IBDR | ISHARES TR | $71.19万 | 0.15% | 29,370 | -11,204 | -27.6% | -$27.16万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $70.86万 | 0.15% | 65,126 | -4,476 | -6.4% | -$4.87万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $66.39万 | 0.14% | 16,833 | -1,342 | -7.4% | -$5.29万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $64.91万 | 0.14% | 27,067 | -20,258 | -42.8% | -$48.58万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $61.02万 | 0.13% | 2,933 | 568 | 24.0% | $11.82万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $57.90万 | 0.12% | 12,618 | 76 | 0.6% | $3,488 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $56.90万 | 0.12% | 16,805 | -161 | -0.9% | -$5,451 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $56.23万 | 0.12% | 17,065 | -108 | -0.6% | -$3,559 | 减仓 |
| VV | VANGUARD INDEX FDS | $53.55万 | 0.11% | 1,792 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $53.16万 | 0.11% | 2,472 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $52.43万 | 0.11% | 3,630 | -471 | -11.5% | -$6.80万 | 减仓 |
| IBDX | ISHARES TR | $51.73万 | 0.11% | 20,471 | 909 | 4.6% | $2.30万 | 加仓 |
| IDV | ISHARES TR | $50.54万 | 0.11% | 11,875 | -784 | -6.2% | -$3.34万 | 减仓 |
| EEMV | ISHARES INC | $48.86万 | 0.10% | 7,548 | -97 | -1.3% | -$6,279 | 减仓 |
| VPU | VANGUARD WORLD FD | $48.64万 | 0.10% | 2,455 | -35 | -1.4% | -$6,935 | 减仓 |
| AMZN | AMAZON COM INC | $47.99万 | 0.10% | 2,304 | 11 | 0.5% | $2,291 | 加仓 |
| SHY | ISHARES TR | $47.76万 | 0.10% | 5,784 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $47.55万 | 0.10% | 9,048 | 47 | 0.5% | $2,470 | 加仓 |
| IJR | ISHARES TR | $46.67万 | 0.10% | 3,754 | 0 | 0.0% | — | 不变 |