BIRCH FINANCIAL GROUP, LLC
KEENE NH · SEC CIK 0002083592
$1.95亿2026Q2 申报市值
135持仓数
45.4%前十大占比 · 第一大 10.8%
17 / 19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
IQMM 新建仓+$472.60万
VOO 加仓+$275.76万
DRAM 新建仓+$143.21万
VEA 加仓+$130.94万
IJR 加仓+$123.76万
2026Q2 卖出最多 按季末市值估算
QQQ 清仓-$52.90万
SAP 清仓-$44.39万
AXSM 减仓-$41.25万
AMZN 减仓-$40.97万
V 减仓-$36.40万
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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $2,100.85万 | 10.80% | 62,109 | -613 | -1.0% | -$20.73万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,497.70万 | 7.70% | 20 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,458.34万 | 7.50% | 21,233 | 4,015 | 23.3% | $275.76万 | 加仓 |
| AAPL | APPLE INC | $740.13万 | 3.81% | 25,578 | -81 | -0.3% | -$2.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $580.71万 | 2.99% | 11,605 | 46 | 0.4% | $2.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $536.95万 | 2.76% | 75,362 | 18,377 | 32.2% | $130.94万 | 加仓 |
| HD | HOME DEPOT INC | $494.46万 | 2.54% | 14,020 | 68 | 0.5% | $2.40万 | 加仓 |
| IJR | ISHARES TR | $486.04万 | 2.50% | 32,772 | 8,345 | 34.2% | $123.76万 | 加仓 |
| IQMM | PROSHARES TR | $472.60万 | 2.43% | 47,231 | 47,231 | — | $472.60万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $465.52万 | 2.39% | 10,147 | -4 | -0.0% | -$1,835 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $433.99万 | 2.23% | 12,251 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $402.79万 | 2.07% | 3,983 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $371.06万 | 1.91% | 14,610 | 169 | 1.2% | $4.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $368.38万 | 1.89% | 9,875 | -453 | -4.4% | -$16.90万 | 减仓 |
| BAC | BANK OF AMER CORP | $319.13万 | 1.64% | 56,008 | 584 | 1.1% | $3.33万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $313.89万 | 1.61% | 60,620 | 16,532 | 37.5% | $85.60万 | 加仓 |
| AMZN | AMAZON COM INC | $292.24万 | 1.50% | 12,261 | -1,719 | -12.3% | -$40.97万 | 减仓 |
| SHY | ISHARES TR | $291.27万 | 1.50% | 35,473 | 2,904 | 8.9% | $23.84万 | 加仓 |
| PSX | PHILLIPS 66 | $272.61万 | 1.40% | 16,126 | -8 | -0.0% | -$1,352 | 减仓 |
| GOOG | ALPHABET INC | $266.80万 | 1.37% | 7,551 | -758 | -9.1% | -$26.78万 | 减仓 |
| ITOT | ISHARES TR | $236.82万 | 1.22% | 14,417 | -499 | -3.3% | -$8.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $218.32万 | 1.12% | 10,911 | 291 | 2.7% | $5.82万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $210.05万 | 1.08% | 11,611 | -147 | -1.3% | -$2.66万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $193.04万 | 0.99% | 72,847 | 6,721 | 10.2% | $17.81万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $192.88万 | 0.99% | 73,536 | 6,408 | 9.5% | $16.81万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $183.93万 | 0.95% | 3,166 | 229 | 7.8% | $13.30万 | 加仓 |
| MUB | ISHARES TR | $167.36万 | 0.86% | 15,551 | 1,444 | 10.2% | $15.54万 | 加仓 |
| SCZ | ISHARES TR | $158.31万 | 0.81% | 19,243 | 5,714 | 42.2% | $47.01万 | 加仓 |
| LQD | ISHARES TR | $143.48万 | 0.74% | 13,154 | 1,062 | 8.8% | $11.58万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $143.21万 | 0.74% | 19,392 | 19,392 | — | $143.21万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $140.03万 | 0.72% | 4,622 | 77 | 1.7% | $2.33万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $126.98万 | 0.65% | 26,219 | 4,279 | 19.5% | $20.72万 | 加仓 |
| APP | APPLOVIN CORP | $120.00万 | 0.62% | 2,329 | -302 | -11.5% | -$15.56万 | 减仓 |
| HYG | ISHARES TR | $118.64万 | 0.61% | 14,835 | 1,254 | 9.2% | $10.03万 | 加仓 |
| T | AT&T INC | $116.00万 | 0.60% | 56,039 | 1,433 | 2.6% | $2.97万 | 加仓 |
| — | EA SERIES TRUST | $115.92万 | 0.60% | 9,502 | -1,748 | -15.5% | -$21.32万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $115.05万 | 0.59% | 13,108 | 278 | 2.2% | $2.44万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $113.32万 | 0.58% | 9,704 | 83 | 0.9% | $9,692 | 加仓 |
| CCJ | CAMECO CORP | $109.37万 | 0.56% | 10,737 | -30 | -0.3% | -$3,056 | 减仓 |
| GOOGL | ALPHABET INC | $106.88万 | 0.55% | 2,991 | -63 | -2.1% | -$2.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $105.89万 | 0.54% | 6,388 | 31 | 0.5% | $5,139 | 加仓 |
| MBB | ISHARES TR | $103.45万 | 0.53% | 10,945 | 961 | 9.6% | $9.08万 | 加仓 |
| META | META PLATFORMS INC | $101.45万 | 0.52% | 1,801 | 101 | 5.9% | $5.69万 | 加仓 |
| BOXX | EA SERIES TRUST | $100.06万 | 0.51% | 8,546 | 8,546 | — | $100.06万 | 新建仓 |
| ABBV | ABBVIE INC | $99.26万 | 0.51% | 3,945 | 106 | 2.8% | $2.67万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $96.01万 | 0.49% | 22,675 | 246 | 1.1% | $1.04万 | 加仓 |
| PGR | PROGRESSIVE CORP | $91.61万 | 0.47% | 4,194 | 71 | 1.7% | $1.55万 | 加仓 |
| — | EXXON MOBIL CORP | $91.60万 | 0.47% | 6,700 | -1,480 | -18.1% | -$20.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $87.21万 | 0.45% | 2,664 | 87 | 3.4% | $2.85万 | 加仓 |
| C | CITIGROUP INC | $87.08万 | 0.45% | 6,221 | 201 | 3.3% | $2.81万 | 加仓 |
| MO | ALTRIA GROUP INC | $80.07万 | 0.41% | 11,128 | -1,536 | -12.1% | -$11.05万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $74.45万 | 0.38% | 5,442 | -202 | -3.6% | -$2.76万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.84万 | 0.37% | 962 | -119 | -11.0% | -$8.89万 | 减仓 |
| WMT | WALMART INC | $68.16万 | 0.35% | 6,018 | -170 | -2.7% | -$1.93万 | 减仓 |
| KO | COCA COLA CO | $65.94万 | 0.34% | 8,114 | 93 | 1.2% | $7,558 | 加仓 |
| V | VISA INC | $64.32万 | 0.33% | 1,875 | -1,061 | -36.1% | -$36.40万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $63.16万 | 0.32% | 11,379 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $62.90万 | 0.32% | 2,282 | -119 | -5.0% | -$3.28万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $61.61万 | 0.32% | 1,200 | -489 | -29.0% | -$25.11万 | 减仓 |
| NFLX | NETFLIX INC. | $60.44万 | 0.31% | 8,465 | 196 | 2.4% | $1.40万 | 加仓 |
| ORCL | ORACLE CORP | $59.86万 | 0.31% | 4,085 | -1,659 | -28.9% | -$24.31万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $58.98万 | 0.30% | 7,914 | 101 | 1.3% | $7,528 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.98万 | 0.28% | 3,749 | 251 | 7.2% | $3.68万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $54.41万 | 0.28% | 84,097 | -25,942 | -23.6% | -$16.78万 | 减仓 |
| GLW | CORNING INC | $52.72万 | 0.27% | 2,064 | -4 | -0.2% | -$1,022 | 减仓 |
| ALL | ALLSTATE CORP | $52.34万 | 0.27% | 2,200 | -52 | -2.3% | -$1.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.44万 | 0.26% | 1,829 | -79 | -4.1% | -$2.22万 | 减仓 |
| DY | DYCOM INDS INC | $50.56万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $49.79万 | 0.26% | 1,650 | -80 | -4.6% | -$2.41万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $48.83万 | 0.25% | 2,638 | 80 | 3.1% | $1.48万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $47.97万 | 0.25% | 9,485 | 1,318 | 16.1% | $6.67万 | 加仓 |
| CME | CME GROUP INC | $47.78万 | 0.25% | 2,163 | 250 | 13.1% | $5.52万 | 加仓 |
| BLK | BLACKROCK INC | $47.05万 | 0.24% | 489 | -2 | -0.4% | -$1,924 | 减仓 |
| DDOG | DATADOG INC | $46.63万 | 0.24% | 1,791 | -504 | -22.0% | -$13.12万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $45.78万 | 0.24% | 2,047 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $45.54万 | 0.23% | 1,674 | 4 | 0.2% | $1,088 | 加仓 |
| SNOW | SNOWFLAKE INC | $44.16万 | 0.23% | 1,735 | -222 | -11.3% | -$5.65万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $44.15万 | 0.23% | 1,404 | -8 | -0.6% | -$2,516 | 减仓 |
| MRK | MERCK & CO INC | $43.61万 | 0.22% | 3,394 | 237 | 7.5% | $3.05万 | 加仓 |
| MCD | MCDONALDS CORP | $43.35万 | 0.22% | 1,604 | 85 | 5.6% | $2.30万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $42.18万 | 0.22% | 3,206 | 202 | 6.7% | $2.66万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $41.60万 | 0.21% | 1,530 | 1,530 | — | $41.60万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $41.26万 | 0.21% | 3,260 | 68 | 2.1% | $8,607 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $41.00万 | 0.21% | 1,675 | -1,685 | -50.1% | -$41.25万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $40.65万 | 0.21% | 2,379 | 2,379 | — | $40.65万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $40.34万 | 0.21% | 935 | 935 | — | $40.34万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.96万 | 0.21% | 961 | -101 | -9.5% | -$4.20万 | 减仓 |
| EXC | EXELON CORP | $39.88万 | 0.21% | 8,555 | 243 | 2.9% | $1.13万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.36万 | 0.20% | 785 | -379 | -32.6% | -$19.00万 | 减仓 |
| XEL | XCEL ENERGY INC | $37.96万 | 0.20% | 4,727 | 3 | 0.1% | $241 | 加仓 |
| CSCO | CISCO SYS INC | $37.95万 | 0.20% | 3,231 | -142 | -4.2% | -$1.67万 | 减仓 |
| AGG | ISHARES TR | $37.94万 | 0.20% | 3,833 | -364 | -8.7% | -$3.60万 | 减仓 |
| TQQQ | PROSHARES TR | $37.10万 | 0.19% | 4,581 | 19 | 0.4% | $1,539 | 重新持有 |
| PEP | PEPSICO INC | $36.69万 | 0.19% | 2,710 | 50 | 1.9% | $6,769 | 加仓 |
| TSLA | TESLA INC | $36.62万 | 0.19% | 871 | -20 | -2.2% | -$8,409 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.54万 | 0.18% | 3,917 | -2,474 | -38.7% | -$22.45万 | 减仓 |
| SHOP | SHOPIFY INC | $34.89万 | 0.18% | 3,056 | -2,693 | -46.8% | -$30.75万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $34.38万 | 0.18% | 2,831 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $34.17万 | 0.18% | 6,154 | 482 | 8.5% | $2.68万 | 加仓 |
| LOW | LOWES COS INC | $34.17万 | 0.18% | 1,550 | 21 | 1.4% | $4,629 | 加仓 |