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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $3,492.56万 | 17.13% | 586,492 | -14,782 | -2.5% | -$88.03万 | 减仓 |
| IGIB | ISHARES TR | $2,481.52万 | 12.17% | 466,277 | 35,629 | 8.3% | $189.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,257.25万 | 6.16% | 196,199 | -2,652 | -1.3% | -$16.99万 | 减仓 |
| IEMG | ISHARES INC | $955.06万 | 4.68% | 136,927 | -2,975 | -2.1% | -$20.75万 | 减仓 |
| IJH | ISHARES TR | $750.88万 | 3.68% | 111,192 | 1,804 | 1.6% | $12.18万 | 加仓 |
| TLT | ISHARES TR | $725.63万 | 3.56% | 83,704 | 3,422 | 4.3% | $29.67万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $699.67万 | 3.43% | 11,709 | 11,707 | 585,350.0% | $699.55万 | 加仓 |
| USMV | ISHARES TR | $670.70万 | 3.29% | 72,320 | -1,867 | -2.5% | -$17.31万 | 减仓 |
| IJR | ISHARES TR | $662.30万 | 3.25% | 53,278 | 18,272 | 52.2% | $227.14万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $483.34万 | 2.37% | 156,119 | -2,935 | -1.8% | -$9.09万 | 减仓 |
| AAPL | APPLE INC | $331.67万 | 1.63% | 13,069 | -130 | -1.0% | -$3.30万 | 减仓 |
| GOOGL | ALPHABET INC | $303.46万 | 1.49% | 10,553 | -1,646 | -13.5% | -$47.33万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $302.60万 | 1.48% | 47,971 | 19,352 | 67.6% | $122.07万 | 加仓 |
| AMZN | AMAZON COM INC | $297.72万 | 1.46% | 14,295 | -324 | -2.2% | -$6.75万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $268.18万 | 1.31% | 92,063 | 2,424 | 2.7% | $7.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $263.09万 | 1.29% | 7,107 | -200 | -2.7% | -$7.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $260.33万 | 1.28% | 8,850 | -315 | -3.4% | -$9.27万 | 减仓 |
| IDXX | IDEXX LABS INC | $253.64万 | 1.24% | 4,514 | -115 | -2.5% | -$6.46万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $218.31万 | 1.07% | 37,293 | 1,677 | 4.7% | $9.82万 | 加仓 |
| WMT | WALMART INC | $205.43万 | 1.01% | 16,529 | -33 | -0.2% | -$4,101 | 减仓 |
| NVDA | NVIDIA CORPORATION | $192.24万 | 0.94% | 11,023 | 71 | 0.6% | $1.24万 | 加仓 |
| ESGD | ISHARES TR | $187.12万 | 0.92% | 19,569 | -416 | -2.1% | -$3.98万 | 减仓 |
| META | META PLATFORMS INC | $185.91万 | 0.91% | 3,249 | 36 | 1.1% | $2.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $181.15万 | 0.89% | 5,647 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $180.81万 | 0.89% | 15,943 | -671 | -4.0% | -$7.61万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $179.93万 | 0.88% | 7,423 | -41 | -0.5% | -$9,938 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $176.68万 | 0.87% | 3,687 | 291 | 8.6% | $13.94万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $170.66万 | 0.84% | 66,560 | -175,072 | -72.5% | -$448.89万 | 减仓 |
| SUSC | ISHARES TR | $167.00万 | 0.82% | 72,177 | 2,622 | 3.8% | $6.07万 | 加仓 |
| — | EXXON MOBIL CORP | $162.66万 | 0.80% | 9,588 | -128 | -1.3% | -$2.17万 | 减仓 |
| PEP | PEPSICO INC | $143.35万 | 0.70% | 9,231 | -435 | -4.5% | -$6.75万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $136.97万 | 0.67% | 9,343 | 431 | 4.8% | $6.32万 | 加仓 |
| FTNT | FORTINET INC | $129.69万 | 0.64% | 15,870 | 1,460 | 10.1% | $11.93万 | 加仓 |
| FDX | FEDEX CORP | $128.04万 | 0.63% | 3,595 | -243 | -6.3% | -$8.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $120.73万 | 0.59% | 4,939 | -58 | -1.2% | -$1.42万 | 减仓 |
| CRM | SALESFORCE INC | $109.42万 | 0.54% | 5,861 | 521 | 9.8% | $9.73万 | 加仓 |
| — | HONEYWELL INTL INC | $105.26万 | 0.52% | 4,657 | 409 | 9.6% | $9.24万 | 加仓 |
| SUSB | ISHARES TR | $104.65万 | 0.51% | 41,752 | 1,406 | 3.5% | $3.52万 | 加仓 |
| COP | CONOCOPHILLIPS | $103.96万 | 0.51% | 7,876 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $96.99万 | 0.48% | 15,992 | 543 | 3.5% | $3.29万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $95.31万 | 0.47% | 13,250 | 131 | 1.0% | $9,423 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $95.22万 | 0.47% | 1,576 | 38 | 2.5% | $2.30万 | 加仓 |
| XJH | ISHARES TR | $94.19万 | 0.46% | 20,761 | 1,186 | 6.1% | $5.38万 | 加仓 |
| DIS | DISNEY WALT CO | $91.98万 | 0.45% | 9,544 | -1 | -0.0% | -$96 | 减仓 |
| WM | WASTE MGMT INC DEL | $89.24万 | 0.44% | 3,884 | 207 | 5.6% | $4.76万 | 加仓 |
| ESGE | ISHARES INC | $78.60万 | 0.39% | 17,286 | -107 | -0.6% | -$4,865 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $77.17万 | 0.38% | 1,674 | 84 | 5.3% | $3.87万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $71.10万 | 0.35% | 5,667 | -7 | -0.1% | -$878 | 减仓 |
| ADSK | AUTODESK INC | $70.34万 | 0.34% | 2,938 | 103 | 3.6% | $2.47万 | 加仓 |
| IQV | IQVIA HLDGS INC | $68.69万 | 0.34% | 4,028 | -274 | -6.4% | -$4.67万 | 减仓 |
| CVX | CHEVRON CORPORATION | $63.30万 | 0.31% | 3,059 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $61.63万 | 0.30% | 4,267 | -68 | -1.6% | -$9,822 | 减仓 |
| GOOG | ALPHABET INC | $52.88万 | 0.26% | 1,843 | -70 | -3.7% | -$2.01万 | 减仓 |
| — | ISHARES TR | $51.72万 | 0.25% | 11,879 | 4,614 | 63.5% | $20.09万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $47.40万 | 0.23% | 19,152 | -1,264 | -6.2% | -$3.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.84万 | 0.22% | 450 | -5 | -1.1% | -$4,982 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $43.59万 | 0.21% | 17,960 | -32 | -0.2% | -$777 | 减仓 |
| ABBV | ABBVIE INC | $42.99万 | 0.21% | 1,977 | 1 | 0.1% | $217 | 加仓 |
| CVS | CVS HEALTH CORP | $39.65万 | 0.19% | 5,521 | -144 | -2.5% | -$1.03万 | 减仓 |
| IWM | ISHARES TR | $37.52万 | 0.18% | 1,513 | -241 | -13.7% | -$5.98万 | 减仓 |
| IXUS | ISHARES TR | $34.54万 | 0.17% | 3,987 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $33.91万 | 0.17% | 1,091 | -75 | -6.4% | -$2.33万 | 减仓 |
| EFA | ISHARES TR | $32.14万 | 0.16% | 3,309 | 820 | 32.9% | $7.96万 | 加仓 |
| MRK | MERCK & CO INC | $31.03万 | 0.15% | 2,580 | -143 | -5.3% | -$1.72万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $30.59万 | 0.15% | 10,520 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $30.12万 | 0.15% | 2,280 | -1,289 | -36.1% | -$17.03万 | 减仓 |
| INTC | INTEL CORP | $28.52万 | 0.14% | 6,462 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.34万 | 0.14% | 400 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $28.15万 | 0.14% | 5,920 | 114 | 2.0% | $5,421 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.34万 | 0.13% | 800 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $26.39万 | 0.13% | 750 | -21 | -2.7% | -$7,389 | 减仓 |
| GE | GE AEROSPACE | $24.63万 | 0.12% | 868 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $23.78万 | 0.12% | 3,127 | -305 | -8.9% | -$2.32万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.57万 | 0.12% | 4,360 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $22.58万 | 0.11% | 2,911 | -58 | -2.0% | -$4,500 | 减仓 |
| HD | HOME DEPOT INC | $21.71万 | 0.11% | 660 | -60 | -8.3% | -$1.97万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.82万 | 0.10% | 800 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $20.47万 | 0.10% | 300 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $20.37万 | 0.10% | 2,167 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $19.62万 | 0.10% | 7,000 | 6,950 | 13,900.0% | $19.48万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $19.39万 | 0.10% | 1,173 | -32 | -2.7% | -$5,291 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $18.79万 | 0.09% | 3,000 | -3,500 | -53.8% | -$21.92万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $18.52万 | 0.09% | 900 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $18.07万 | 0.09% | 550 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $17.53万 | 0.09% | 863 | -2 | -0.2% | -$406 | 减仓 |
| MCO | MOODYS CORP | $17.45万 | 0.09% | 400 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $17.05万 | 0.08% | 936 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $16.75万 | 0.08% | 1,631 | -33 | -2.0% | -$3,388 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $16.36万 | 0.08% | 4,966 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $15.19万 | 0.07% | 174 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $13.82万 | 0.07% | 2,754 | 8 | 0.3% | $402 | 加仓 |
| ACWI | ISHARES TR | $13.59万 | 0.07% | 982 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $13.46万 | 0.07% | 413 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.88万 | 0.06% | 381 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $12.74万 | 0.06% | 2,991 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $12.40万 | 0.06% | 410 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $12.38万 | 0.06% | 672 | -214 | -24.2% | -$3.94万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.45万 | 0.06% | 176 | 1 | 0.6% | $651 | 加仓 |
| T | AT&T INC | $11.43万 | 0.06% | 3,943 | -168 | -4.1% | -$4,870 | 减仓 |
| DE | DEERE & CO | $11.27万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |