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
SUSC ISHARES TR $171.75万0.81%74,185 2,0082.8% $4.65万 加仓
SCHX SCHWAB STRATEGIC TR $172.65万0.81%58,663 -7,897-11.9% -$23.24万 减仓
META META PLATFORMS INC $178.72万0.84%3,173 -76-2.3% -$4.28万 减仓
ESGD ISHARES TR $201.26万0.94%19,576 70.0% $720 加仓
VTI VANGUARD INDEX FDS $205.48万0.96%5,553 -94-1.7% -$3.48万 减仓
IBM INTERNATIONAL BUSINESS MACHS $206.75万0.97%7,352 -71-1.0% -$2.00万 减仓
NVDA NVIDIA CORPORATION $212.11万1.00%10,601 -422-3.8% -$8.44万 减仓
VGSH VANGUARD SCOTTSDALE FDS $220.98万1.04%37,968 6751.8% $3.93万 加仓
IDXX IDEXX LABS INC $235.69万1.11%4,477 -37-0.8% -$1.95万 减仓
JPM JPMORGAN CHASE & CO $267.00万1.25%8,157 -693-7.8% -$22.68万 减仓
MSFT MICROSOFT CORP $293.78万1.38%7,876 76910.8% $28.68万 加仓
SCHG SCHWAB STRATEGIC TR $318.26万1.49%94,049 1,9862.2% $6.72万 加仓
AMZN AMAZON COM INC $327.22万1.54%13,729 -566-4.0% -$13.49万 减仓
GOOGL ALPHABET INC $328.76万1.54%9,200 -1,353-12.8% -$48.35万 减仓
AAPL APPLE INC $334.71万1.57%11,567 -1,502-11.5% -$43.46万 减仓
EFIV SPDR SERIES TRUST $345.66万1.62%47,396 -575-1.2% -$4.19万 减仓
SCHM SCHWAB STRATEGIC TR $536.83万2.52%145,601 -10,518-6.7% -$38.78万 减仓
USMV ISHARES TR $680.28万3.19%70,524 -1,796-2.5% -$17.32万 减仓
TLT ISHARES TR $750.35万3.52%86,826 3,1223.7% $26.98万 加仓
IJR ISHARES TR $770.75万3.62%51,969 -1,309-2.5% -$19.41万 减仓
IJH ISHARES TR $831.59万3.90%107,844 -3,348-3.0% -$25.82万 减仓
VOO VANGUARD INDEX FDS $844.58万3.96%12,297 5885.0% $40.38万 加仓
IEMG ISHARES INC $1,072.00万5.03%129,406 -7,521-5.5% -$62.30万 减仓
VEA VANGUARD TAX-MANAGED FDS $1,354.80万6.36%190,147 -6,052-3.1% -$43.12万 减仓
IGIB ISHARES TR $2,559.36万12.01%481,354 15,0773.2% $80.16万 加仓
VGIT VANGUARD SCOTTSDALE FDS $3,367.79万15.81%571,005 -15,487-2.6% -$91.34万 减仓