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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -917 | -100.0% | -$52.90万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -2,593 | -100.0% | -$44.39万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,725 | -100.0% | -$33.27万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -2,465 | -100.0% | -$32.03万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,506 | -100.0% | -$29.62万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -7,471 | -100.0% | -$27.46万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,992 | -100.0% | -$26.30万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,339 | -100.0% | -$24.99万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -1,059 | -100.0% | -$24.23万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,572 | -100.0% | -$23.75万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,265 | -100.0% | -$23.68万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,394 | -100.0% | -$22.26万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -1,728 | -100.0% | -$21.82万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,094 | -100.0% | -$21.68万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -3,389 | -100.0% | -$21.40万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -1,955 | -100.0% | -$20.71万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -707 | -100.0% | -$20.54万 | 清仓 |
| APG | API GROUP CORP | $0 | 0.00% | 0 | -4,960 | -100.0% | -$20.10万 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | -18,635 | -100.0% | -$4.71万 | 清仓 |
| — | BIOMEA FUSION INC | $2.06万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $18.80万 | 0.10% | 12,823 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $20.67万 | 0.11% | 485 | 485 | — | $20.67万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.93万 | 0.11% | 5,695 | -1,129 | -16.5% | -$4.15万 | 减仓 |
| APPF | APPFOLIO INC | $21.26万 | 0.11% | 1,326 | 1,326 | — | $21.26万 | 新建仓 |
| GEV | GE VERNOVA INC | $21.34万 | 0.11% | 182 | 182 | — | $21.34万 | 新建仓 |
| SBUX | STARBUCKS CORP | $21.67万 | 0.11% | 2,121 | -1,481 | -41.1% | -$15.13万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.93万 | 0.11% | 3,805 | 72 | 1.9% | $4,149 | 加仓 |
| AON | AON PLC | $22.41万 | 0.12% | 676 | -975 | -59.1% | -$32.33万 | 减仓 |
| WELL | WELLTOWER INC | $22.75万 | 0.12% | 1,002 | -58 | -5.5% | -$1.32万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $22.77万 | 0.12% | 2,793 | 2,793 | — | $22.77万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $22.92万 | 0.12% | 5,431 | 5,431 | — | $22.92万 | 新建仓 |
| PFE | PFIZER INC | $22.95万 | 0.12% | 9,529 | 9,529 | — | $22.95万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $22.99万 | 0.12% | 2,139 | -169 | -7.3% | -$1.82万 | 减仓 |
| FDX | FEDEX CORP | $23.33万 | 0.12% | 745 | 1 | 0.1% | $313 | 加仓 |
| ADBE | ADOBE INC | $23.39万 | 0.12% | 1,141 | -788 | -40.9% | -$16.15万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.48万 | 0.12% | 2,893 | -1 | -0.0% | -$81 | 减仓 |
| WM | WASTE MGMT INC DEL | $23.83万 | 0.12% | 1,069 | 26 | 2.5% | $5,797 | 加仓 |
| MSCI | MSCI INC | $24.23万 | 0.12% | 433 | -458 | -51.4% | -$25.62万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $24.27万 | 0.12% | 717 | -100 | -12.2% | -$3.39万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.35万 | 0.13% | 7,678 | -145 | -1.9% | -$4,598 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.54万 | 0.13% | 1,096 | -410 | -27.2% | -$9.18万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $24.81万 | 0.13% | 5,133 | 5,133 | — | $24.81万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $25.79万 | 0.13% | 2,522 | -308 | -10.9% | -$3.15万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $26.48万 | 0.14% | 993 | 993 | — | $26.48万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $27.89万 | 0.14% | 5,559 | 1,494 | 36.8% | $7.50万 | 加仓 |
| INTC | INTEL CORP | $28.26万 | 0.15% | 2,024 | 2,024 | — | $28.26万 | 新建仓 |
| — | STRATEGY SHS | $29.86万 | 0.15% | 11,874 | -153 | -1.3% | -$3,848 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $31.42万 | 0.16% | 7,133 | -188 | -2.6% | -$8,280 | 减仓 |
| TXN | TEXAS INSTRS INC | $31.65万 | 0.16% | 1,062 | -166 | -13.5% | -$4.95万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $31.67万 | 0.16% | 1,433 | 1,433 | — | $31.67万 | 新建仓 |
| DIS | DISNEY WALT CO | $32.05万 | 0.16% | 3,330 | 65 | 2.0% | $6,257 | 加仓 |
| HON | HONEYWELL INTL INC | $32.07万 | 0.16% | 1,433 | -1,431 | -50.0% | -$32.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.15万 | 0.17% | 694 | 694 | — | $33.15万 | 新建仓 |
| AVGO | BROADCOM INC | $33.86万 | 0.17% | 896 | -71 | -7.3% | -$2.68万 | 减仓 |
| LOW | LOWES COS INC | $34.17万 | 0.18% | 1,550 | 21 | 1.4% | $4,629 | 加仓 |
| KR | KROGER CO | $34.17万 | 0.18% | 6,154 | 482 | 8.5% | $2.68万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $34.38万 | 0.18% | 2,831 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $34.89万 | 0.18% | 3,056 | -2,693 | -46.8% | -$30.75万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.54万 | 0.18% | 3,917 | -2,474 | -38.7% | -$22.45万 | 减仓 |
| TSLA | TESLA INC | $36.62万 | 0.19% | 871 | -20 | -2.2% | -$8,409 | 减仓 |
| PEP | PEPSICO INC | $36.69万 | 0.19% | 2,710 | 50 | 1.9% | $6,769 | 加仓 |
| TQQQ | PROSHARES TR | $37.10万 | 0.19% | 4,581 | 19 | 0.4% | $1,539 | 重新持有 |
| AGG | ISHARES TR | $37.94万 | 0.20% | 3,833 | -364 | -8.7% | -$3.60万 | 减仓 |
| CSCO | CISCO SYS INC | $37.95万 | 0.20% | 3,231 | -142 | -4.2% | -$1.67万 | 减仓 |
| XEL | XCEL ENERGY INC | $37.96万 | 0.20% | 4,727 | 3 | 0.1% | $241 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.36万 | 0.20% | 785 | -379 | -32.6% | -$19.00万 | 减仓 |
| EXC | EXELON CORP | $39.88万 | 0.21% | 8,555 | 243 | 2.9% | $1.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.96万 | 0.21% | 961 | -101 | -9.5% | -$4.20万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $40.34万 | 0.21% | 935 | 935 | — | $40.34万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $40.65万 | 0.21% | 2,379 | 2,379 | — | $40.65万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $41.00万 | 0.21% | 1,675 | -1,685 | -50.1% | -$41.25万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $41.26万 | 0.21% | 3,260 | 68 | 2.1% | $8,607 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $41.60万 | 0.21% | 1,530 | 1,530 | — | $41.60万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $42.18万 | 0.22% | 3,206 | 202 | 6.7% | $2.66万 | 加仓 |
| MCD | MCDONALDS CORP | $43.35万 | 0.22% | 1,604 | 85 | 5.6% | $2.30万 | 加仓 |
| MRK | MERCK & CO INC | $43.61万 | 0.22% | 3,394 | 237 | 7.5% | $3.05万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $44.15万 | 0.23% | 1,404 | -8 | -0.6% | -$2,516 | 减仓 |
| SNOW | SNOWFLAKE INC | $44.16万 | 0.23% | 1,735 | -222 | -11.3% | -$5.65万 | 减仓 |
| UNP | UNION PAC CORP | $45.54万 | 0.23% | 1,674 | 4 | 0.2% | $1,088 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $45.78万 | 0.24% | 2,047 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $46.63万 | 0.24% | 1,791 | -504 | -22.0% | -$13.12万 | 减仓 |
| BLK | BLACKROCK INC | $47.05万 | 0.24% | 489 | -2 | -0.4% | -$1,924 | 减仓 |
| CME | CME GROUP INC | $47.78万 | 0.25% | 2,163 | 250 | 13.1% | $5.52万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $47.97万 | 0.25% | 9,485 | 1,318 | 16.1% | $6.67万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $48.83万 | 0.25% | 2,638 | 80 | 3.1% | $1.48万 | 加仓 |
| KLAC | KLA CORP | $49.79万 | 0.26% | 1,650 | -80 | -4.6% | -$2.41万 | 减仓 |
| DY | DYCOM INDS INC | $50.56万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.44万 | 0.26% | 1,829 | -79 | -4.1% | -$2.22万 | 减仓 |
| ALL | ALLSTATE CORP | $52.34万 | 0.27% | 2,200 | -52 | -2.3% | -$1.24万 | 减仓 |
| GLW | CORNING INC | $52.72万 | 0.27% | 2,064 | -4 | -0.2% | -$1,022 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $54.41万 | 0.28% | 84,097 | -25,942 | -23.6% | -$16.78万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $54.98万 | 0.28% | 3,749 | 251 | 7.2% | $3.68万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $58.98万 | 0.30% | 7,914 | 101 | 1.3% | $7,528 | 加仓 |
| ORCL | ORACLE CORP | $59.86万 | 0.31% | 4,085 | -1,659 | -28.9% | -$24.31万 | 减仓 |
| NFLX | NETFLIX INC. | $60.44万 | 0.31% | 8,465 | 196 | 2.4% | $1.40万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $61.61万 | 0.32% | 1,200 | -489 | -29.0% | -$25.11万 | 减仓 |
| CI | THE CIGNA GROUP | $62.90万 | 0.32% | 2,282 | -119 | -5.0% | -$3.28万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $63.16万 | 0.32% | 11,379 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $64.32万 | 0.33% | 1,875 | -1,061 | -36.1% | -$36.40万 | 减仓 |
| KO | COCA COLA CO | $65.94万 | 0.34% | 8,114 | 93 | 1.2% | $7,558 | 加仓 |