BIRCHBROOK, INC.
BANGOR ME · SEC CIK 0002071468
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $12.35万 | 0.06% | 625 | -47 | -7.0% | -$9,287 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $11.83万 | 0.06% | 103 | 1 | 1.0% | $1,149 | 加仓 |
| MMM | 3M CO | $11.75万 | 0.06% | 726 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $11.57万 | 0.05% | 453 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $11.21万 | 0.05% | 2,648 | -106 | -3.8% | -$4,488 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $10.16万 | 0.05% | 1,295 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $9.96万 | 0.05% | 900 | -74 | -7.6% | -$8,187 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $9.62万 | 0.05% | 3,632 | -590 | -14.0% | -$1.56万 | 减仓 |
| BAC | BANK OF AMER CORP | $9.52万 | 0.04% | 1,671 | 2 | 0.1% | $114 | 加仓 |
| CAC | CAMDEN NATL CORP | $9.49万 | 0.04% | 1,750 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $9.28万 | 0.04% | 306 | -2 | -0.6% | -$606 | 减仓 |
| LRCX | LAM RESEARCH CORP | $9.18万 | 0.04% | 212 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $8.99万 | 0.04% | 1,250 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $8.34万 | 0.04% | 698 | 26 | 3.9% | $3,108 | 加仓 |
| T | AT&T INC | $8.16万 | 0.04% | 3,943 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $8.06万 | 0.04% | 425 | -146 | -25.6% | -$2.77万 | 减仓 |
| MCK | MCKESSON CORP | $7.56万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $7.45万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $7.32万 | 0.03% | 819 | -32 | -3.8% | -$2,862 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $7.26万 | 0.03% | 126 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $7.14万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $7.08万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $6.97万 | 0.03% | 1,800 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $6.05万 | 0.03% | 632 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5.97万 | 0.03% | 30 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $5.59万 | 0.03% | 409 | 1 | 0.2% | $137 | 加仓 |
| EMN | EASTMAN CHEM CO | $5.53万 | 0.03% | 825 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $5.43万 | 0.03% | 265 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $5.40万 | 0.03% | 933 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $5.37万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $5.32万 | 0.02% | 725 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $5.11万 | 0.02% | 2,121 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5.10万 | 0.02% | 885 | -15,107 | -94.5% | -$87.06万 | 减仓 |
| USXF | ISHARES TR | $5.06万 | 0.02% | 729 | -85 | -10.4% | -$5,903 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $4.95万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $4.68万 | 0.02% | 881 | 201 | 29.6% | $1.07万 | 加仓 |
| IWY | ISHARES TR | $4.59万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $4.41万 | 0.02% | 200 | -12 | -5.7% | -$2,646 | 减仓 |
| BA | BOEING CO | $4.39万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $4.35万 | 0.02% | 396 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $4.21万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $4.05万 | 0.02% | 378 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3.78万 | 0.02% | 466 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $3.78万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $3.76万 | 0.02% | 170 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $3.52万 | 0.02% | 416 | 5 | 1.2% | $423 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3.38万 | 0.02% | 441 | 1 | 0.2% | $77 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $3.37万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $3.30万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $3.12万 | 0.01% | 826 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $3.12万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $2.97万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.96万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $2.93万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2.80万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $2.72万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $2.58万 | 0.01% | 505 | 260 | 106.1% | $1.33万 | 加仓 |
| IVV | ISHARES TR | $2.55万 | 0.01% | 34 | -4 | -10.5% | -$2,996 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.53万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $2.52万 | 0.01% | 450 | -800 | -64.0% | -$4.47万 | 减仓 |
| BGRN | ISHARES TR | $2.50万 | 0.01% | 527 | 27 | 5.4% | $1,282 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.50万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2.48万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2.43万 | 0.01% | 300 | 300 | — | $2.43万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $2.34万 | 0.01% | 809 | -62 | -7.1% | -$1,796 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $2.21万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2.16万 | 0.01% | 353 | 203 | 135.3% | $1.24万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.11万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $2.10万 | 0.01% | 231 | -1,400 | -85.8% | -$12.70万 | 减仓 |
| AEE | AMEREN CORP | $2.02万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2.02万 | 0.01% | 85 | 1 | 1.2% | $237 | 加仓 |
| ESGV | VANGUARD WORLD FD | $2.01万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2.01万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $2.01万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $1.99万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.96万 | 0.01% | 172 | 10 | 6.2% | $1,142 | 加仓 |
| F | FORD MTR CO | $1.89万 | 0.01% | 1,357 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1.86万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $1.82万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.81万 | 0.01% | 569 | 318 | 126.7% | $1.01万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $1.75万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $1.64万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $1.61万 | 0.01% | 290 | 290 | — | $1.61万 | 新建仓 |
| BP | BP PLC | $1.58万 | 0.01% | 428 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1.58万 | 0.01% | 295 | 295 | — | $1.58万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $1.56万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.52万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $1.50万 | 0.01% | 302 | 302 | — | $1.50万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.38万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.38万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1.35万 | 0.01% | 60 | 1 | 1.7% | $225 | 加仓 |
| PAVE | GLOBAL X FDS | $1.27万 | 0.01% | 215 | 215 | — | $1.27万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $1.25万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1.24万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.23万 | 0.01% | 710 | -200 | -22.0% | -$3,470 | 减仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $1.22万 | 0.01% | 228 | 228 | — | $1.22万 | 新建仓 |
| KEY | KEYCORP | $1.17万 | 0.01% | 507 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $1.13万 | 0.01% | 243 | 3 | 1.2% | $140 | 加仓 |
| VTRS | VIATRIS INC | $1.13万 | 0.01% | 711 | 5 | 0.7% | $79 | 加仓 |
| BN | BROOKFIELD CORP | $1.12万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |