13F 机构持仓

BIRCHBROOK, INC.

BANGOR ME · SEC CIK 0002071468

2026Q22026Q1 更早 9 个季度 🔒
$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
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 17.1%
IGIB 12.2%
VEA 6.2%
IEMG 4.7%
IJH 3.7%
TLT 3.6%
VOO 3.4%
USMV 3.3%
IJR 3.2%
SCHM 2.4%

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
SCHP SCHWAB STRATEGIC TR $11.23万0.06%4,222 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $11.04万0.05%1,800 00.0% — 不变
ED CONSOLIDATED EDISON INC $11.02万0.05%974 00.0% — 不变
RTX RTX CORPORATION $11.01万0.05%571 -316-35.6% -$6.10万 减仓
MMM 3M CO $10.54万0.05%726 -11-1.5% -$1,597 减仓
NFLX NETFLIX INC. $9.62万0.05%1,000 00.0% — 不变
MCK MCKESSON CORP $8.65万0.04%100 00.0% — 不变
CAC CAMDEN NATL CORP $8.30万0.04%1,750 1,000133.3% $4.75万 加仓
MO ALTRIA GROUP INC $8.25万0.04%1,250 00.0% — 不变
BAC BANK AMERICA CORP $8.14万0.04%1,669 120.7% $585 加仓
SLF SUN LIFE FINANCIAL INC. $8.10万0.04%1,295 00.0% — 不变
VB VANGUARD INDEX FDS $8.07万0.04%308 -1-0.3% -$262 减仓
MLM MARTIN MARIETTA MATLS INC $7.41万0.04%126 00.0% — 不变
— ISHARES TR $7.14万0.04%851 455.6% $3,778 加仓
GD GENERAL DYNAMICS CORP $6.86万0.03%200 00.0% — 不变
ADBE ADOBE INC $6.44万0.03%265 00.0% — 不变
EMN EASTMAN CHEM CO $6.30万0.03%825 00.0% — 不变
GLW CORNING INC $6.16万0.03%453 00.0% — 不变
SO SOUTHERN CO $6.10万0.03%632 00.0% — 不变
PFE PFIZER INC $5.96万0.03%2,121 -285-11.8% -$8,003 减仓
ESML ISHARES TR $5.88万0.03%1,250 -1,074-46.2% -$5.05万 减仓
VGT VANGUARD WORLD FD $5.83万0.03%84 00.0% — 不变
MDLZ MONDELEZ INTL INC $5.38万0.03%933 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $5.35万0.03%408 00.0% — 不变
LOW LOWES COS INC $5.01万0.02%212 -78-26.9% -$1.84万 减仓
TXN TEXAS INSTRS INC $4.85万0.02%250 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $4.64万0.02%280 00.0% — 不变
LRCX LAM RESEARCH CORP $4.52万0.02%212 10.5% $213 加仓
USXF ISHARES TR $4.49万0.02%814 00.0% — 不变
XLC SELECT SECTOR SPDR TR $4.19万0.02%378 00.0% — 不变
XLE SELECT SECTOR SPDR TR $4.17万0.02%680 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $4.08万0.02%725 -300-29.3% -$1.69万 减仓
BA BOEING CO $4.03万0.02%203 00.0% — 不变
ASML ASML HLDG NV $3.96万0.02%30 00.0% — 不变
IWY ISHARES TR $3.93万0.02%158 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $3.93万0.02%300 00.0% — 不变
SXI STANDEX INTL CORP $3.82万0.02%150 00.0% — 不变
KMB KIMBERLY-CLARK CORP $3.82万0.02%396 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $3.77万0.02%466 00.0% — 不变
TSLA TESLA INC $3.72万0.02%100 00.0% — 不变
MU MICRON TECHNOLOGY INC $3.46万0.02%102 00.0% — 不变
BIV VANGUARD BD INDEX FDS $3.40万0.02%440 00.0% — 不变
IWN ISHARES TR $3.22万0.02%170 -19-10.1% -$3,602 减仓
PAG PENSKE AUTOMOTIVE GRP INC $3.15万0.02%211 3620.6% $5,371 加仓
HAL HALLIBURTON CO $3.12万0.02%800 00.0% — 不变
DMXF ISHARES TR $3.10万0.02%411 10735.2% $8,073 加仓
IVE ISHARES TR $3.06万0.02%145 00.0% — 不变
AMX AMERICA MOVIL SAB DE CV $3.06万0.01%1,200 00.0% — 不变
TRV TRAVELERS COMPANIES INC $2.92万0.01%100 00.0% — 不变
WMB WILLIAMS COS INC $2.91万0.01%400 00.0% — 不变
PANW PALO ALTO NETWORKS INC $2.79万0.01%174 00.0% — 不变
BHB BAR HBR BANKSHARES $2.68万0.01%826 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $2.67万0.01%139 00.0% — 不变
SYY SYSCO CORP $2.50万0.01%350 -200-36.4% -$1.43万 减仓
IVV ISHARES TR $2.48万0.01%38 -2-5.0% -$1,306 减仓
BGRN ISHARES TR $2.37万0.01%500 347.3% $1,613 加仓
CP CANADIAN PACIFIC KANSAS CITY $2.27万0.01%288 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $2.19万0.01%871 -529-37.8% -$1.33万 减仓
GS GOLDMAN SACHS GROUP INC $2.12万0.01%25 25— $2.12万 新建仓
SLB SLB LIMITED $2.06万0.01%400 -146-26.7% -$7,503 减仓
MRNA MODERNA INC $2.03万0.01%400 00.0% — 不变
BP BP PLC $2.01万0.01%428 00.0% — 不变
AEE AMEREN CORP $1.97万0.01%179 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $1.93万0.01%405 00.0% — 不变
SHOP SHOPIFY INC $1.92万0.01%162 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1.90万0.01%131 00.0% — 不变
SNA SNAP ON INC $1.82万0.01%50 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $1.79万0.01%50 -30-37.5% -$1.08万 减仓
ALL ALLSTATE CORP $1.75万0.01%84 00.0% — 不变
SPYG SPDR SERIES TRUST $1.73万0.01%177 1671,670.0% $1.64万 加仓
ESGV VANGUARD WORLD FD $1.71万0.01%152 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1.68万0.01%258 00.0% — 不变
LNT ALLIANT ENERGY CORP $1.65万0.01%230 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1.63万0.01%212 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO $1.61万0.01%294 10.3% $55 加仓
MS MORGAN STANLEY $1.58万0.01%96 11.1% $164 加仓
F FORD MTR CO $1.57万0.01%1,357 00.0% — 不变
SPYV SPDR SERIES TRUST $1.52万0.01%269 269— $1.52万 新建仓
AMP AMERIPRISE FINL INC $1.51万0.01%34 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $1.45万0.01%245 8048.5% $4,723 加仓
ORLY OREILLY AUTOMOTIVE INC $1.38万0.01%150 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $1.37万0.01%910 00.0% — 不变
DVY ISHARES TR $1.36万0.01%90 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $1.32万0.01%210 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $1.29万0.01%169 -247-59.4% -$1.88万 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $1.23万0.01%340 00.0% — 不变
WELL WELLTOWER INC $1.17万0.01%59 -21-26.2% -$4,174 减仓
SOLV SOLVENTUM CORP $1.17万0.01%179 -4-2.2% -$261 减仓
BLK BLACKROCK INC $1.15万0.01%12 -17-58.6% -$1.63万 减仓
BN BROOKFIELD CORP $1.11万0.01%250 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $1.08万0.01%14 00.0% — 不变
KMI KINDER MORGAN INC DEL $1.06万0.01%316 00.0% — 不变
EXC EXELON CORP $1.03万0.01%210 00.0% — 不变
KR KROGER CO $1.03万0.01%142 10.7% $72 加仓
VICI VICI PPTYS INC $1.02万0.01%375 00.0% — 不变
GATX GATX CORP $1.02万0.01%60 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $1.02万0.01%109 -398-78.5% -$3.73万 减仓
KEY KEYCORP $1.02万0.00%507 00.0% — 不变
NNN NNN REIT INC $1.01万0.00%240 00.0% — 不变
OKE ONEOK INC NEW $9,6720.00%107 00.0% — 不变