13F 机构持仓

BIRCHBROOK, INC.

BANGOR ME · SEC CIK 0002071468

2026Q22026Q1 更早 9 个季度 🔒
$2.13亿2026Q2 申报市值
304持仓数
59.9%前十大占比 · 第一大 15.8%
34 / 22新建仓 / 清仓
申报市值走势$2.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VGIT 15.8%
IGIB 12.0%
VEA 6.4%
IEMG 5.0%
VOO 4.0%
IJH 3.9%
IJR 3.6%
TLT 3.5%
USMV 3.2%
SCHM 2.5%

2026Q2 买入最多 按季末市值估算

CRWD 新建仓+$138.97万
PANW 加仓+$117.21万
HOOD 新建仓+$117.10万
IGIB 加仓+$80.16万
NOW 新建仓+$68.77万

2026Q2 卖出最多 按季末市值估算

FTNT 减仓-$118.43万
C 减仓-$111.51万
HONEYWELL INTL I 清仓-$105.26万
VGIT 减仓-$91.34万
BMY 减仓-$87.06万

2026Q2 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
SOXL DIREXION SHARES ETF TRUST $6,6030.00%25 738.9% $1,849 加仓
SPYM SPDR SERIES TRUST $6,6790.00%76 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $6,7910.00%23 00.0% — 不变
GRAL GRAIL INC $6,8270.00%100 00.0% — 不变
BEP BROOKFIELD RENEWABLE ENERGY $6,9460.00%200 00.0% — 不变
SAFT SAFETY INS GROUP INC $7,1120.00%95 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $7,3060.00%50 00.0% — 不变
KHC KRAFT HEINZ CO $7,3230.00%310 00.0% — 不变
PHYS SPROTT ASSET MANAGEMENT LP $7,6030.00%252 00.0% — 不变
LAC LITHIUM AMERS CORP NEW $7,7000.00%2,000 00.0% — 不变
BHP BHP BILLITON LIMITED $7,7480.00%93 00.0% — 不变
ILMN ILLUMINA INC $7,9130.00%45 00.0% — 不变
KR KROGER CO $7,9320.00%143 10.7% $55 加仓
LIN LINDE PLC $8,3040.00%16 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $8,5070.00%96 -73-43.2% -$6,469 减仓
REGN REGENERON PHARMACEUTICALS $8,7300.00%14 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $8,7840.00%160 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $8,9040.00%400 00.0% — 不变
OKE ONEOK INC NEW $9,3030.00%107 00.0% — 不变
DBEF DBX ETF TR $9,5610.00%175 00.0% — 不变
EXC EXELON CORP $9,7910.00%210 00.0% — 不变
DXJ WISDOMTREE TR $9,9880.00%58 2052.6% $3,444 加仓
KMI KINDER MORGAN INC DEL $1.01万0.00%316 00.0% — 不变
IEFA ISHARES TR $1.01万0.00%105 55.0% $483 加仓
GATX GATX CORP $1.06万0.00%60 00.0% — 不变
VV VANGUARD INDEX FDS $1.10万0.01%32 32— $1.10万 新建仓
BN BROOKFIELD CORP $1.12万0.01%250 00.0% — 不变
VTRS VIATRIS INC $1.13万0.01%711 50.7% $79 加仓
NNN NNN REIT INC $1.13万0.01%243 31.2% $140 加仓
KEY KEYCORP $1.17万0.01%507 00.0% — 不变
OMFS INVESCO EXCH TRD SLF IDX FD $1.22万0.01%228 228— $1.22万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $1.23万0.01%710 -200-22.0% -$3,470 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $1.24万0.01%340 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1.25万0.01%258 00.0% — 不变
PAVE GLOBAL X FDS $1.27万0.01%215 215— $1.27万 新建仓
WELL WELLTOWER INC $1.35万0.01%60 11.7% $225 加仓
SOLV SOLVENTUM CORP $1.38万0.01%179 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $1.38万0.01%150 00.0% — 不变
PULS PGIM ETF TR $1.50万0.01%302 302— $1.50万 新建仓
OTIS OTIS WORLDWIDE CORP $1.52万0.01%212 00.0% — 不变
AMP AMERIPRISE FINL INC $1.56万0.01%34 00.0% — 不变
JBND J P MORGAN EXCHANGE TRADED F $1.58万0.01%295 295— $1.58万 新建仓
BP BP PLC $1.58万0.01%428 00.0% — 不变
GPIX GOLDMAN SACHS ETF TR $1.61万0.01%290 290— $1.61万 新建仓
SPYV SPDR SERIES TRUST $1.64万0.01%269 00.0% — 不变
LNT ALLIANT ENERGY CORP $1.75万0.01%230 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $1.81万0.01%569 318126.7% $1.01万 加仓
COLM COLUMBIA SPORTSWEAR CO $1.82万0.01%294 00.0% — 不变
SLB SLB LIMITED $1.86万0.01%400 00.0% — 不变
F FORD MTR CO $1.89万0.01%1,357 00.0% — 不变
SHOP SHOPIFY INC $1.96万0.01%172 106.2% $1,142 加仓
RJF RAYMOND JAMES FINL INC $1.99万0.01%131 00.0% — 不变
SNA SNAP ON INC $2.01万0.01%50 00.0% — 不变
MS MORGAN STANLEY $2.01万0.01%96 00.0% — 不变
ESGV VANGUARD WORLD FD $2.01万0.01%152 00.0% — 不变
ALL ALLSTATE CORP $2.02万0.01%85 11.2% $237 加仓
AEE AMEREN CORP $2.02万0.01%179 00.0% — 不变
ABT ABBOTT LABORATORIES $2.10万0.01%231 -1,400-85.8% -$12.70万 减仓
SPYG SPDR SERIES TRUST $2.11万0.01%177 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $2.16万0.01%353 203135.3% $1.24万 加仓
CRSP CRISPR THERAPEUTICS AG $2.21万0.01%405 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $2.34万0.01%809 -62-7.1% -$1,796 减仓
RDVY FIRST TR EXCHANGE TRADED FD $2.43万0.01%300 300— $2.43万 新建仓
ROK ROCKWELL AUTOMATION INC $2.48万0.01%50 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $2.50万0.01%288 00.0% — 不变
BGRN ISHARES TR $2.50万0.01%527 275.4% $1,282 加仓
ESML ISHARES TR $2.52万0.01%450 -800-64.0% -$4.47万 减仓
GS GOLDMAN SACHS GROUP INC $2.53万0.01%25 00.0% — 不变
IVV ISHARES TR $2.55万0.01%34 -4-10.5% -$2,996 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $2.58万0.01%505 260106.1% $1.33万 加仓
HAL HALLIBURTON CO $2.72万0.01%800 00.0% — 不变
MRNA MODERNA INC $2.80万0.01%400 00.0% — 不变
SYY SYSCO CORP $2.93万0.01%350 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $2.96万0.01%139 00.0% — 不变
WMB WILLIAMS COS INC $2.97万0.01%400 00.0% — 不变
AMX AMERICA MOVIL SAB DE CV $3.12万0.01%1,200 00.0% — 不变
BHB BAR HBR BANKSHARES $3.12万0.01%826 00.0% — 不变
TRV TRAVELERS COMPANIES INC $3.30万0.02%100 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $3.37万0.02%300 00.0% — 不变
BIV VANGUARD BD INDEX FDS $3.38万0.02%441 10.2% $77 加仓
DMXF ISHARES TR $3.52万0.02%416 51.2% $423 加仓
IWN ISHARES TR $3.76万0.02%170 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $3.78万0.02%211 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $3.78万0.02%466 00.0% — 不变
XLC SELECT SECTOR SPDR TR $4.05万0.02%378 00.0% — 不变
TSLA TESLA INC $4.21万0.02%100 00.0% — 不变
KMB KIMBERLY-CLARK CORP $4.35万0.02%396 00.0% — 不变
BA BOEING CO $4.39万0.02%203 00.0% — 不变
LOW LOWES COS INC $4.41万0.02%200 -12-5.7% -$2,646 减仓
IWY ISHARES TR $4.59万0.02%158 00.0% — 不变
XLE SELECT SECTOR SPDR TR $4.68万0.02%881 20129.6% $1.07万 加仓
PPA INVESCO EXCHANGE TRADED FD T $4.95万0.02%280 00.0% — 不变
USXF ISHARES TR $5.06万0.02%729 -85-10.4% -$5,903 减仓
BMY BRISTOL-MYERS SQUIBB CO $5.10万0.02%885 -15,107-94.5% -$87.06万 减仓
PFE PFIZER INC $5.11万0.02%2,121 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $5.32万0.02%725 00.0% — 不变
SXI STANDEX INTL CORP $5.37万0.03%150 00.0% — 不变
MDLZ MONDELEZ INTL INC $5.40万0.03%933 00.0% — 不变
ADBE ADOBE INC $5.43万0.03%265 00.0% — 不变
EMN EASTMAN CHEM CO $5.53万0.03%825 00.0% — 不变