BIRCH FINANCIAL GROUP, LLC
KEENE NH · SEC CIK 0002083592
$1.71亿2026Q1 申报市值
136持仓数
44.7%前十大占比 · 第一大 11.1%
7 / 7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+$164.03万
QQQM 加仓+$88.17万
CCJ 加仓+$66.44万
AWK 新建仓+$40.89万
AXSM 加仓+$38.25万
2026Q1 卖出最多 按季末市值估算
PAYC 清仓-$52.22万
LLY 清仓-$47.19万
CSGP 清仓-$40.27万
V 减仓-$31.04万
EXACT SCIENCES C 清仓-$27.02万
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 |
|---|---|---|---|---|---|---|---|---|
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3,277 | -100.0% | -$52.22万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -439 | -100.0% | -$47.19万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -5,988 | -100.0% | -$40.27万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,661 | -100.0% | -$27.02万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -707 | -100.0% | -$24.77万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -654 | -100.0% | -$23.38万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -110 | -100.0% | -$22.08万 | 清仓 |
| — | BIOMEA FUSION INC | $2.14万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $4.71万 | 0.03% | 18,635 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $18.07万 | 0.11% | 12,823 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $20.10万 | 0.12% | 4,960 | 4,960 | — | $20.10万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $20.26万 | 0.12% | 4,065 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $20.54万 | 0.12% | 707 | -130 | -15.5% | -$3.78万 | 减仓 |
| SN | SHARKNINJA INC | $20.71万 | 0.12% | 1,955 | 1,955 | — | $20.71万 | 新建仓 |
| WELL | WELLTOWER INC | $20.95万 | 0.12% | 1,060 | -53 | -4.8% | -$1.05万 | 减仓 |
| URNM | SPROTT FDS TR | $21.40万 | 0.13% | 3,389 | 3,389 | — | $21.40万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $21.68万 | 0.13% | 1,094 | -35 | -3.1% | -$6,937 | 减仓 |
| ABNB | AIRBNB INC | $21.82万 | 0.13% | 1,728 | -515 | -23.0% | -$6.50万 | 减仓 |
| TJX | TJX COS INC NEW | $22.26万 | 0.13% | 1,394 | -40 | -2.8% | -$6,388 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $22.60万 | 0.13% | 817 | -168 | -17.1% | -$4.65万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.64万 | 0.13% | 3,733 | 3,733 | — | $22.64万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $22.70万 | 0.13% | 2,308 | -103 | -4.3% | -$1.01万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.43万 | 0.14% | 2,894 | 21 | 0.7% | $1,700 | 加仓 |
| NOW | SERVICENOW INC | $23.68万 | 0.14% | 2,265 | 202 | 9.8% | $2.11万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.75万 | 0.14% | 2,572 | 19 | 0.7% | $1,754 | 加仓 |
| TXN | TEXAS INSTRS INC | $23.83万 | 0.14% | 1,228 | -58 | -4.5% | -$1.13万 | 减仓 |
| WM | WASTE MGMT INC DEL | $23.97万 | 0.14% | 1,043 | -1 | -0.1% | -$230 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.00万 | 0.14% | 7,823 | -785 | -9.1% | -$2.41万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $24.23万 | 0.14% | 1,059 | 9 | 0.9% | $2,059 | 加仓 |
| CRM | SALESFORCE INC | $24.99万 | 0.15% | 1,339 | 1,339 | — | $24.99万 | 新建仓 |
| KLAC | KLA CORP | $25.49万 | 0.15% | 173 | -3 | -1.7% | -$4,420 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.82万 | 0.15% | 6,824 | 44 | 0.6% | $1,665 | 加仓 |
| USFD | US FOODS HLDG CORP | $26.09万 | 0.15% | 2,830 | -443 | -13.5% | -$4.08万 | 减仓 |
| CSCO | CISCO SYS INC | $26.17万 | 0.15% | 3,373 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $26.30万 | 0.15% | 1,992 | 1,992 | — | $26.30万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $26.41万 | 0.15% | 2,831 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $26.50万 | 0.15% | 744 | -11 | -1.5% | -$3,918 | 减仓 |
| DDOG | DATADOG INC | $27.09万 | 0.16% | 2,295 | 600 | 35.4% | $7.08万 | 重新持有 |
| NVO | NOVO-NORDISK A S | $27.46万 | 0.16% | 7,471 | -813 | -9.8% | -$2.99万 | 减仓 |
| GLW | CORNING INC | $28.12万 | 0.16% | 2,068 | -924 | -30.9% | -$12.56万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.73万 | 0.17% | 1,062 | -650 | -38.0% | -$17.58万 | 减仓 |
| SNOW | SNOWFLAKE INC | $29.52万 | 0.17% | 1,957 | 707 | 56.6% | $10.66万 | 加仓 |
| ZTS | ZOETIS INC | $29.62万 | 0.17% | 2,506 | -493 | -16.4% | -$5.83万 | 减仓 |
| AVGO | BROADCOM INC | $29.93万 | 0.17% | 967 | 48 | 5.2% | $1.49万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.59万 | 0.18% | 1,506 | 176 | 13.2% | $3.57万 | 加仓 |
| DIS | DISNEY WALT CO | $31.47万 | 0.18% | 3,265 | 64 | 2.0% | $6,168 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $31.60万 | 0.18% | 7,321 | 1,259 | 20.8% | $5.43万 | 加仓 |
| WDAY | WORKDAY INC | $32.03万 | 0.19% | 2,465 | 230 | 10.3% | $2.99万 | 加仓 |
| SBUX | STARBUCKS CORP | $32.27万 | 0.19% | 3,602 | -935 | -20.6% | -$8.38万 | 减仓 |
| TSLA | TESLA INC | $33.12万 | 0.19% | 891 | 199 | 28.8% | $7.40万 | 加仓 |
| RTX | RTX CORPORATION | $33.27万 | 0.19% | 1,725 | -2 | -0.1% | -$386 | 减仓 |
| DY | DYCOM INDS INC | $33.88万 | 0.20% | 1,000 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $35.42万 | 0.21% | 12,027 | 2,213 | 22.5% | $6.52万 | 加仓 |
| LOW | LOWES COS INC | $36.13万 | 0.21% | 1,529 | -8 | -0.5% | -$1,890 | 减仓 |
| XEL | XCEL ENERGY INC | $37.53万 | 0.22% | 4,724 | 868 | 22.5% | $6.90万 | 加仓 |
| MRK | MERCK & CO INC | $37.97万 | 0.22% | 3,157 | 114 | 3.7% | $1.37万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $38.18万 | 0.22% | 2,047 | 5 | 0.2% | $933 | 加仓 |
| CINF | CINCINNATI FINL CORP | $40.25万 | 0.24% | 2,558 | 430 | 20.2% | $6.77万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $40.52万 | 0.24% | 1,412 | -14 | -1.0% | -$4,018 | 减仓 |
| UNP | UNION PAC CORP | $40.52万 | 0.24% | 1,670 | 16 | 1.0% | $3,882 | 加仓 |
| EXC | EXELON CORP | $40.74万 | 0.24% | 8,312 | 1,169 | 16.4% | $5.73万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $40.75万 | 0.24% | 8,167 | 6 | 0.1% | $299 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $40.89万 | 0.24% | 3,004 | 3,004 | — | $40.89万 | 新建仓 |
| KR | KROGER CO | $41.04万 | 0.24% | 5,672 | 1,511 | 36.3% | $10.93万 | 加仓 |
| PEP | PEPSICO INC | $41.31万 | 0.24% | 2,660 | -13 | -0.5% | -$2,019 | 减仓 |
| AGG | ISHARES TR | $41.66万 | 0.24% | 4,197 | -46 | -1.1% | -$4,567 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $41.80万 | 0.24% | 3,192 | -18 | -0.6% | -$2,357 | 减仓 |
| SAP | SAP SE | $44.39万 | 0.26% | 2,593 | 210 | 8.8% | $3.60万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.26万 | 0.27% | 1,908 | -447 | -19.0% | -$10.84万 | 减仓 |
| ALL | ALLSTATE CORP | $46.70万 | 0.27% | 2,252 | 648 | 40.4% | $13.44万 | 加仓 |
| ADBE | ADOBE INC | $46.89万 | 0.27% | 1,929 | -7 | -0.4% | -$1,702 | 减仓 |
| BLK | BLACKROCK INC | $47.20万 | 0.28% | 491 | 3 | 0.6% | $2,884 | 加仓 |
| MCD | MCDONALDS CORP | $47.21万 | 0.28% | 1,519 | 12 | 0.8% | $3,729 | 加仓 |
| MSCI | MSCI INC | $48.02万 | 0.28% | 891 | -184 | -17.1% | -$9.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $50.53万 | 0.30% | 3,498 | 159 | 4.8% | $2.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $52.90万 | 0.31% | 917 | 68 | 8.0% | $3.92万 | 加仓 |
| AON | AON PLC | $53.28万 | 0.31% | 1,651 | -219 | -11.7% | -$7.07万 | 减仓 |
| CME | CME GROUP INC | $56.50万 | 0.33% | 1,913 | 233 | 13.9% | $6.88万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $56.79万 | 0.33% | 3,360 | 2,263 | 206.3% | $38.25万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $57.24万 | 0.33% | 1,164 | -95 | -7.5% | -$4.67万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $58.79万 | 0.34% | 7,813 | 869 | 12.5% | $6.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $59.75万 | 0.35% | 2,937 | 772 | 35.7% | $15.70万 | 加仓 |
| KO | COCA COLA CO | $61.00万 | 0.36% | 8,021 | 975 | 13.8% | $7.41万 | 加仓 |
| CI | THE CIGNA GROUP | $64.04万 | 0.37% | 2,401 | 521 | 27.7% | $13.90万 | 加仓 |
| — | HONEYWELL INTL INC | $64.73万 | 0.38% | 2,864 | 9 | 0.3% | $2,034 | 加仓 |
| ABT | ABBOTT LABORATORIES | $65.62万 | 0.38% | 6,391 | -546 | -7.9% | -$5.61万 | 减仓 |
| SHOP | SHOPIFY INC | $68.20万 | 0.40% | 5,749 | -367 | -6.0% | -$4.35万 | 减仓 |
| C | CITIGROUP INC | $68.27万 | 0.40% | 6,020 | 50 | 0.8% | $5,670 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $69.47万 | 0.41% | 11,379 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $70.33万 | 0.41% | 1,081 | 4 | 0.4% | $2,602 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $73.98万 | 0.43% | 5,644 | 819 | 17.0% | $10.74万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $75.60万 | 0.44% | 110,039 | 14,459 | 15.1% | $9.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $75.81万 | 0.44% | 2,577 | 11 | 0.4% | $3,236 | 加仓 |
| WMT | WALMART INC | $76.90万 | 0.45% | 6,188 | -213 | -3.3% | -$2.65万 | 减仓 |
| NFLX | NETFLIX INC. | $79.50万 | 0.46% | 8,269 | -1,450 | -14.9% | -$13.94万 | 减仓 |
| — | EA SERIES TRUST | $81.03万 | 0.47% | 11,250 | 1,014 | 9.9% | $7.30万 | 加仓 |
| PGR | PROGRESSIVE CORP | $81.73万 | 0.48% | 4,123 | 897 | 27.8% | $17.78万 | 加仓 |
| ABBV | ABBVIE INC | $83.50万 | 0.49% | 3,839 | 82 | 2.2% | $1.78万 | 加仓 |
| MO | ALTRIA GROUP INC | $83.57万 | 0.49% | 12,664 | 1,716 | 15.7% | $11.32万 | 加仓 |