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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $3,367.79万 | 15.81% | 571,005 | -15,487 | -2.6% | -$91.34万 | 减仓 |
| IGIB | ISHARES TR | $2,559.36万 | 12.01% | 481,354 | 15,077 | 3.2% | $80.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,354.80万 | 6.36% | 190,147 | -6,052 | -3.1% | -$43.12万 | 减仓 |
| IEMG | ISHARES INC | $1,072.00万 | 5.03% | 129,406 | -7,521 | -5.5% | -$62.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $844.58万 | 3.96% | 12,297 | 588 | 5.0% | $40.38万 | 加仓 |
| IJH | ISHARES TR | $831.59万 | 3.90% | 107,844 | -3,348 | -3.0% | -$25.82万 | 减仓 |
| IJR | ISHARES TR | $770.75万 | 3.62% | 51,969 | -1,309 | -2.5% | -$19.41万 | 减仓 |
| TLT | ISHARES TR | $750.35万 | 3.52% | 86,826 | 3,122 | 3.7% | $26.98万 | 加仓 |
| USMV | ISHARES TR | $680.28万 | 3.19% | 70,524 | -1,796 | -2.5% | -$17.32万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $536.83万 | 2.52% | 145,601 | -10,518 | -6.7% | -$38.78万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $345.66万 | 1.62% | 47,396 | -575 | -1.2% | -$4.19万 | 减仓 |
| AAPL | APPLE INC | $334.71万 | 1.57% | 11,567 | -1,502 | -11.5% | -$43.46万 | 减仓 |
| GOOGL | ALPHABET INC | $328.76万 | 1.54% | 9,200 | -1,353 | -12.8% | -$48.35万 | 减仓 |
| AMZN | AMAZON COM INC | $327.22万 | 1.54% | 13,729 | -566 | -4.0% | -$13.49万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $318.26万 | 1.49% | 94,049 | 1,986 | 2.2% | $6.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $293.78万 | 1.38% | 7,876 | 769 | 10.8% | $28.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $267.00万 | 1.25% | 8,157 | -693 | -7.8% | -$22.68万 | 减仓 |
| IDXX | IDEXX LABS INC | $235.69万 | 1.11% | 4,477 | -37 | -0.8% | -$1.95万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $220.98万 | 1.04% | 37,968 | 675 | 1.8% | $3.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $212.11万 | 1.00% | 10,601 | -422 | -3.8% | -$8.44万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $206.75万 | 0.97% | 7,352 | -71 | -1.0% | -$2.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $205.48万 | 0.96% | 5,553 | -94 | -1.7% | -$3.48万 | 减仓 |
| ESGD | ISHARES TR | $201.26万 | 0.94% | 19,576 | 7 | 0.0% | $720 | 加仓 |
| META | META PLATFORMS INC | $178.72万 | 0.84% | 3,173 | -76 | -2.3% | -$4.28万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $172.65万 | 0.81% | 58,663 | -7,897 | -11.9% | -$23.24万 | 减仓 |
| SUSC | ISHARES TR | $171.75万 | 0.81% | 74,185 | 2,008 | 2.8% | $4.65万 | 加仓 |
| WMT | WALMART INC | $170.91万 | 0.80% | 15,090 | -1,439 | -8.7% | -$16.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $168.58万 | 0.79% | 3,369 | -318 | -8.6% | -$15.91万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $138.97万 | 0.65% | 1,821 | 1,821 | — | $138.97万 | 新建仓 |
| FTNT | FORTINET INC | $125.37万 | 0.59% | 8,161 | -7,709 | -48.6% | -$118.43万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $123.14万 | 0.58% | 3,611 | 3,437 | 1,975.3% | $117.21万 | 加仓 |
| — | EXXON MOBIL CORP | $121.15万 | 0.57% | 8,861 | -727 | -7.6% | -$9.94万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $119.40万 | 0.56% | 7,526 | -1,817 | -19.4% | -$28.83万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $117.10万 | 0.55% | 11,677 | 11,677 | — | $117.10万 | 新建仓 |
| C | CITIGROUP INC | $111.61万 | 0.52% | 7,975 | -7,968 | -50.0% | -$111.51万 | 减仓 |
| SUSB | ISHARES TR | $109.06万 | 0.51% | 43,642 | 1,890 | 4.5% | $4.72万 | 加仓 |
| XJH | ISHARES TR | $108.11万 | 0.51% | 20,730 | -31 | -0.1% | -$1,617 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $98.35万 | 0.46% | 13,630 | 380 | 2.9% | $2.74万 | 加仓 |
| PEP | PEPSICO INC | $92.28万 | 0.43% | 6,816 | -2,415 | -26.2% | -$32.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $91.07万 | 0.43% | 3,586 | -1,353 | -27.4% | -$34.36万 | 减仓 |
| DIS | DISNEY WALT CO | $90.96万 | 0.43% | 9,451 | -93 | -1.0% | -$8,951 | 减仓 |
| ESGE | ISHARES INC | $90.61万 | 0.43% | 16,567 | -719 | -4.2% | -$3.93万 | 减仓 |
| INTC | INTEL CORP | $90.23万 | 0.42% | 6,462 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $82.36万 | 0.39% | 3,695 | -189 | -4.9% | -$4.21万 | 减仓 |
| CRM | SALESFORCE INC | $81.00万 | 0.38% | 5,170 | -691 | -11.8% | -$10.83万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $79.66万 | 0.37% | 2,003 | 329 | 19.7% | $13.08万 | 加仓 |
| COP | CONOCOPHILLIPS | $78.55万 | 0.37% | 7,556 | -320 | -4.1% | -$3.33万 | 减仓 |
| IQV | IQVIA HLDGS INC | $73.17万 | 0.34% | 3,787 | -241 | -6.0% | -$4.66万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $71.72万 | 0.34% | 1,408 | -168 | -10.7% | -$8.56万 | 减仓 |
| NOW | SERVICENOW INC | $68.77万 | 0.32% | 6,927 | 6,927 | — | $68.77万 | 新建仓 |
| FDX | FEDEX CORP | $62.93万 | 0.30% | 2,010 | -1,585 | -44.1% | -$49.62万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $62.20万 | 0.29% | 4,242 | -25 | -0.6% | -$3,666 | 减仓 |
| — | ISHARES TR | $61.28万 | 0.29% | 11,617 | -262 | -2.2% | -$1.38万 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.84万 | 0.27% | 800 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $57.45万 | 0.27% | 5,986 | 319 | 5.6% | $3.06万 | 加仓 |
| GOOG | ALPHABET INC | $56.80万 | 0.27% | 1,607 | -236 | -12.8% | -$8.34万 | 减仓 |
| ADSK | AUTODESK INC | $53.85万 | 0.25% | 2,770 | -168 | -5.7% | -$3.27万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $51.38万 | 0.24% | 18,550 | -602 | -3.1% | -$1.67万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $47.24万 | 0.22% | 2,137 | 2,137 | — | $47.24万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $44.44万 | 0.21% | 18,408 | 448 | 2.5% | $1.08万 | 加仓 |
| IWM | ISHARES TR | $44.35万 | 0.21% | 1,476 | -37 | -2.4% | -$1.11万 | 减仓 |
| CVS | CVS HEALTH CORP | $44.12万 | 0.21% | 4,265 | -1,256 | -22.7% | -$12.99万 | 减仓 |
| CAT | CATERPILLAR INC | $42.60万 | 0.20% | 400 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $42.10万 | 0.20% | 450 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $38.05万 | 0.18% | 3,987 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $38.01万 | 0.18% | 10,520 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $35.80万 | 0.17% | 2,160 | -899 | -29.4% | -$14.90万 | 减仓 |
| EFA | ISHARES TR | $34.37万 | 0.16% | 3,309 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $34.19万 | 0.16% | 2,911 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $32.44万 | 0.15% | 868 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $31.48万 | 0.15% | 2,450 | -130 | -5.0% | -$1.67万 | 减仓 |
| SUSA | ISHARES TR | $30.72万 | 0.14% | 1,991 | -289 | -12.7% | -$4.46万 | 减仓 |
| EAGG | ISHARES TR | $28.65万 | 0.13% | 6,044 | 124 | 2.1% | $5,878 | 加仓 |
| MCD | MCDONALDS CORP | $28.38万 | 0.13% | 1,050 | -41 | -3.8% | -$1.11万 | 减仓 |
| AMGN | AMGEN INC | $27.16万 | 0.13% | 750 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.02万 | 0.12% | 4,360 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.41万 | 0.12% | 3,127 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $24.37万 | 0.11% | 7,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $22.92万 | 0.11% | 650 | -10 | -1.5% | -$3,527 | 减仓 |
| VXF | VANGUARD INDEX FDS | $22.16万 | 0.10% | 900 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $21.64万 | 0.10% | 800 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.22万 | 0.10% | 1,173 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $20.44万 | 0.10% | 174 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $20.00万 | 0.09% | 2,167 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC | $18.98万 | 0.09% | 3,385 | 385 | 12.8% | $2.16万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.20万 | 0.09% | 381 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $18.12万 | 0.09% | 400 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $18.01万 | 0.08% | 4,966 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $17.36万 | 0.08% | 775 | -88 | -10.2% | -$1.97万 | 减仓 |
| SYK | STRYKER CORPORATION | $17.32万 | 0.08% | 550 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $15.81万 | 0.07% | 935 | -1 | -0.1% | -$169 | 减仓 |
| ACWI | ISHARES TR | $15.41万 | 0.07% | 982 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $15.28万 | 0.07% | 300 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $14.77万 | 0.07% | 2,991 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $14.52万 | 0.07% | 577 | -1,400 | -70.8% | -$35.24万 | 减仓 |
| CB | CHUBB LIMITED | $14.07万 | 0.07% | 413 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $13.87万 | 0.07% | 410 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $13.31万 | 0.06% | 178 | 2 | 1.1% | $1,495 | 加仓 |
| DE | DEERE & CO | $12.69万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $12.61万 | 0.06% | 835 | 835 | — | $12.61万 | 新建仓 |