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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $84.40万 | 0.49% | 1,689 | -134 | -7.4% | -$6.70万 | 减仓 |
| ORCL | ORACLE CORP | $84.51万 | 0.49% | 5,744 | 1,080 | 23.2% | $15.89万 | 加仓 |
| GOOGL | ALPHABET INC | $87.83万 | 0.51% | 3,054 | 215 | 7.6% | $6.18万 | 加仓 |
| V | VISA INC | $88.73万 | 0.52% | 2,936 | -1,027 | -25.9% | -$31.04万 | 减仓 |
| MBB | ISHARES TR | $94.80万 | 0.55% | 9,984 | -142 | -1.4% | -$1.35万 | 减仓 |
| META | META PLATFORMS INC | $97.24万 | 0.57% | 1,700 | 438 | 34.7% | $25.05万 | 加仓 |
| APP | APPLOVIN CORP | $104.71万 | 0.61% | 2,631 | 365 | 16.1% | $14.53万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $105.42万 | 0.62% | 21,940 | -191 | -0.9% | -$9,178 | 减仓 |
| SCZ | ISHARES TR | $106.08万 | 0.62% | 13,529 | 945 | 7.5% | $7.41万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $107.99万 | 0.63% | 4,545 | 3,711 | 445.0% | $88.17万 | 加仓 |
| HYG | ISHARES TR | $108.05万 | 0.63% | 13,581 | -153 | -1.1% | -$1.22万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $111.38万 | 0.65% | 9,621 | 82 | 0.9% | $9,493 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $112.59万 | 0.66% | 22,429 | -2,309 | -9.3% | -$11.59万 | 减仓 |
| CCJ | CAMECO CORP | $116.94万 | 0.68% | 10,767 | 6,117 | 131.5% | $66.44万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $119.16万 | 0.70% | 12,830 | 627 | 5.1% | $5.82万 | 加仓 |
| CVX | CHEVRON CORPORATION | $131.53万 | 0.77% | 6,357 | -82 | -1.3% | -$1.70万 | 减仓 |
| LQD | ISHARES TR | $131.79万 | 0.77% | 12,092 | 62 | 0.5% | $6,757 | 加仓 |
| — | EXXON MOBIL CORP | $138.79万 | 0.81% | 8,180 | 982 | 13.6% | $16.66万 | 加仓 |
| MUB | ISHARES TR | $149.74万 | 0.87% | 14,107 | -138 | -1.0% | -$1.46万 | 减仓 |
| T | AT&T INC | $158.30万 | 0.92% | 54,606 | -6,294 | -10.3% | -$18.25万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $175.96万 | 1.03% | 66,126 | -189 | -0.3% | -$5,029 | 减仓 |
| SPTL | SPDR SERIES TRUST | $176.55万 | 1.03% | 67,128 | 909 | 1.4% | $2.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $185.22万 | 1.08% | 10,620 | -90 | -0.8% | -$1.57万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $194.41万 | 1.14% | 11,758 | 1,260 | 12.0% | $20.83万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $206.81万 | 1.21% | 44,088 | 3,171 | 7.7% | $14.87万 | 加仓 |
| ITOT | ISHARES TR | $212.45万 | 1.24% | 14,916 | -249 | -1.6% | -$3.55万 | 减仓 |
| GOOG | ALPHABET INC | $238.34万 | 1.39% | 8,309 | -485 | -5.5% | -$13.91万 | 减仓 |
| SHY | ISHARES TR | $268.92万 | 1.57% | 32,569 | 409 | 1.3% | $3.38万 | 加仓 |
| BAC | BANK AMERICA CORP | $270.19万 | 1.58% | 55,424 | 117 | 0.2% | $5,704 | 加仓 |
| AMZN | AMAZON COM INC | $291.15万 | 1.70% | 13,980 | -225 | -1.6% | -$4.69万 | 减仓 |
| PSX | PHILLIPS 66 | $293.92万 | 1.72% | 16,134 | -7 | -0.0% | -$1,275 | 减仓 |
| IJR | ISHARES TR | $303.66万 | 1.77% | 24,427 | 1,675 | 7.4% | $20.82万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $336.92万 | 1.97% | 3,983 | 1 | 0.0% | $846 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $353.00万 | 2.06% | 14,441 | -125 | -0.9% | -$3.06万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $365.16万 | 2.13% | 56,985 | 1,495 | 2.7% | $9.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $382.30万 | 2.23% | 10,328 | 739 | 7.7% | $27.35万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $420.48万 | 2.46% | 12,251 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $451.11万 | 2.64% | 10,151 | 3 | 0.0% | $1,333 | 加仓 |
| HD | HOME DEPOT INC | $458.88万 | 2.68% | 13,952 | 11 | 0.1% | $3,618 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $553.89万 | 3.24% | 11,559 | -458 | -3.8% | -$21.95万 | 减仓 |
| AAPL | APPLE INC | $651.19万 | 3.80% | 25,659 | -11 | -0.0% | -$2,792 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,028.85万 | 6.01% | 17,218 | 2,745 | 19.0% | $164.03万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,436.28万 | 8.39% | 20 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $1,897.22万 | 11.08% | 62,722 | 702 | 1.1% | $21.23万 | 加仓 |