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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $29.62万 | 0.17% | 2,506 | -493 | -16.4% | -$5.83万 | 减仓 |
| SNOW | SNOWFLAKE INC | $29.52万 | 0.17% | 1,957 | 707 | 56.6% | $10.66万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.73万 | 0.17% | 1,062 | -650 | -38.0% | -$17.58万 | 减仓 |
| GLW | CORNING INC | $28.12万 | 0.16% | 2,068 | -924 | -30.9% | -$12.56万 | 减仓 |
| NVO | NOVO-NORDISK A S | $27.46万 | 0.16% | 7,471 | -813 | -9.8% | -$2.99万 | 减仓 |
| DDOG | DATADOG INC | $27.09万 | 0.16% | 2,295 | 600 | 35.4% | $7.08万 | 重新持有 |
| FDX | FEDEX CORP | $26.50万 | 0.15% | 744 | -11 | -1.5% | -$3,918 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $26.41万 | 0.15% | 2,831 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $26.30万 | 0.15% | 1,992 | 1,992 | — | $26.30万 | 新建仓 |
| CSCO | CISCO SYS INC | $26.17万 | 0.15% | 3,373 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $26.09万 | 0.15% | 2,830 | -443 | -13.5% | -$4.08万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.82万 | 0.15% | 6,824 | 44 | 0.6% | $1,665 | 加仓 |
| KLAC | KLA CORP | $25.49万 | 0.15% | 173 | -3 | -1.7% | -$4,420 | 减仓 |
| CRM | SALESFORCE INC | $24.99万 | 0.15% | 1,339 | 1,339 | — | $24.99万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $24.23万 | 0.14% | 1,059 | 9 | 0.9% | $2,059 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.00万 | 0.14% | 7,823 | -785 | -9.1% | -$2.41万 | 减仓 |
| WM | WASTE MGMT INC DEL | $23.97万 | 0.14% | 1,043 | -1 | -0.1% | -$230 | 减仓 |
| TXN | TEXAS INSTRS INC | $23.83万 | 0.14% | 1,228 | -58 | -4.5% | -$1.13万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.75万 | 0.14% | 2,572 | 19 | 0.7% | $1,754 | 加仓 |
| NOW | SERVICENOW INC | $23.68万 | 0.14% | 2,265 | 202 | 9.8% | $2.11万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.43万 | 0.14% | 2,894 | 21 | 0.7% | $1,700 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $22.70万 | 0.13% | 2,308 | -103 | -4.3% | -$1.01万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.64万 | 0.13% | 3,733 | 3,733 | — | $22.64万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $22.60万 | 0.13% | 817 | -168 | -17.1% | -$4.65万 | 减仓 |
| TJX | TJX COS INC NEW | $22.26万 | 0.13% | 1,394 | -40 | -2.8% | -$6,388 | 减仓 |
| ABNB | AIRBNB INC | $21.82万 | 0.13% | 1,728 | -515 | -23.0% | -$6.50万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.68万 | 0.13% | 1,094 | -35 | -3.1% | -$6,937 | 减仓 |
| URNM | SPROTT FDS TR | $21.40万 | 0.13% | 3,389 | 3,389 | — | $21.40万 | 新建仓 |
| WELL | WELLTOWER INC | $20.95万 | 0.12% | 1,060 | -53 | -4.8% | -$1.05万 | 减仓 |
| SN | SHARKNINJA INC | $20.71万 | 0.12% | 1,955 | 1,955 | — | $20.71万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $20.54万 | 0.12% | 707 | -130 | -15.5% | -$3.78万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $20.26万 | 0.12% | 4,065 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $20.10万 | 0.12% | 4,960 | 4,960 | — | $20.10万 | 新建仓 |
| AES | AES CORP | $18.07万 | 0.11% | 12,823 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $4.71万 | 0.03% | 18,635 | 0 | 0.0% | — | 不变 |
| — | BIOMEA FUSION INC | $2.14万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| 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 |