BIRCHBROOK, INC.
BANGOR ME · SEC CIK 0002071468
$2.04亿2026Q1 申报市值
290持仓数
59.7%前十大占比 · 第一大 17.1%
14 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$699.55万
IJR 加仓+$227.14万
IGIB 加仓+$189.62万
EFIV 加仓+$122.07万
TLT 加仓+$29.67万
2026Q1 卖出最多 按季末市值估算
SCHX 减仓-$448.89万
VGIT 减仓-$88.03万
GOOGL 减仓-$47.33万
PARR 减仓-$21.92万
IEMG 减仓-$20.75万
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 |
|---|---|---|---|---|---|---|---|---|
| KHC | KRAFT HEINZ CO | $6,972 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $7,323 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $7,472 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $7,693 | 0.00% | 251 | 2 | 0.8% | $61 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $7,900 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $7,933 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8,031 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $8,183 | 0.00% | 150 | -300 | -66.7% | -$1.64万 | 减仓 |
| DBEF | DBX ETF TR | $8,645 | 0.00% | 175 | 175 | — | $8,645 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $8,931 | 0.00% | 252 | -32 | -11.3% | -$1,134 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $8,932 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $9,053 | 0.00% | 100 | 100 | — | $9,053 | 新建仓 |
| VTRS | VIATRIS INC | $9,540 | 0.00% | 706 | 106 | 17.7% | $1,432 | 加仓 |
| OKE | ONEOK INC NEW | $9,672 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $1.01万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $1.02万 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1.02万 | 0.01% | 109 | -398 | -78.5% | -$3.73万 | 减仓 |
| VICI | VICI PPTYS INC | $1.02万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $1.02万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.03万 | 0.01% | 142 | 1 | 0.7% | $72 | 加仓 |
| EXC | EXELON CORP | $1.03万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $1.06万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $1.08万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $1.11万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1.15万 | 0.01% | 12 | -17 | -58.6% | -$1.63万 | 减仓 |
| SOLV | SOLVENTUM CORP | $1.17万 | 0.01% | 179 | -4 | -2.2% | -$261 | 减仓 |
| WELL | WELLTOWER INC | $1.17万 | 0.01% | 59 | -21 | -26.2% | -$4,174 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1.23万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.29万 | 0.01% | 169 | -247 | -59.4% | -$1.88万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.32万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.36万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.37万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.38万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.45万 | 0.01% | 245 | 80 | 48.5% | $4,723 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1.51万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $1.52万 | 0.01% | 269 | 269 | — | $1.52万 | 新建仓 |
| F | FORD MTR CO | $1.57万 | 0.01% | 1,357 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.58万 | 0.01% | 96 | 1 | 1.1% | $164 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1.61万 | 0.01% | 294 | 1 | 0.3% | $55 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.63万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $1.65万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.68万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $1.71万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.73万 | 0.01% | 177 | 167 | 1,670.0% | $1.64万 | 加仓 |
| ALL | ALLSTATE CORP | $1.75万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1.79万 | 0.01% | 50 | -30 | -37.5% | -$1.08万 | 减仓 |
| SNA | SNAP ON INC | $1.82万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $1.90万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.92万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $1.93万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $1.97万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.01万 | 0.01% | 428 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2.03万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.06万 | 0.01% | 400 | -146 | -26.7% | -$7,503 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.12万 | 0.01% | 25 | 25 | — | $2.12万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $2.19万 | 0.01% | 871 | -529 | -37.8% | -$1.33万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.27万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $2.37万 | 0.01% | 500 | 34 | 7.3% | $1,613 | 加仓 |
| IVV | ISHARES TR | $2.48万 | 0.01% | 38 | -2 | -5.0% | -$1,306 | 减仓 |
| SYY | SYSCO CORP | $2.50万 | 0.01% | 350 | -200 | -36.4% | -$1.43万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.67万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $2.68万 | 0.01% | 826 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2.79万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $2.91万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $2.92万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $3.06万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $3.06万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $3.10万 | 0.02% | 411 | 107 | 35.2% | $8,073 | 加仓 |
| HAL | HALLIBURTON CO | $3.12万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $3.15万 | 0.02% | 211 | 36 | 20.6% | $5,371 | 加仓 |
| IWN | ISHARES TR | $3.22万 | 0.02% | 170 | -19 | -10.1% | -$3,602 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3.40万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $3.46万 | 0.02% | 102 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $3.72万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3.77万 | 0.02% | 466 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $3.82万 | 0.02% | 396 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $3.82万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $3.93万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $3.93万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $3.96万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4.03万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $4.08万 | 0.02% | 725 | -300 | -29.3% | -$1.69万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $4.17万 | 0.02% | 680 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $4.19万 | 0.02% | 378 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $4.49万 | 0.02% | 814 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $4.52万 | 0.02% | 212 | 1 | 0.5% | $213 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $4.64万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $4.85万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $5.01万 | 0.02% | 212 | -78 | -26.9% | -$1.84万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5.35万 | 0.03% | 408 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $5.38万 | 0.03% | 933 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $5.83万 | 0.03% | 84 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $5.88万 | 0.03% | 1,250 | -1,074 | -46.2% | -$5.05万 | 减仓 |
| PFE | PFIZER INC | $5.96万 | 0.03% | 2,121 | -285 | -11.8% | -$8,003 | 减仓 |
| SO | SOUTHERN CO | $6.10万 | 0.03% | 632 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $6.16万 | 0.03% | 453 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $6.30万 | 0.03% | 825 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $6.44万 | 0.03% | 265 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $6.86万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $7.14万 | 0.04% | 851 | 45 | 5.6% | $3,778 | 加仓 |