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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $33.86万 | 0.17% | 896 | -71 | -7.3% | -$2.68万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.15万 | 0.17% | 694 | 694 | — | $33.15万 | 新建仓 |
| HON | HONEYWELL INTL INC | $32.07万 | 0.16% | 1,433 | -1,431 | -50.0% | -$32.03万 | 减仓 |
| DIS | DISNEY WALT CO | $32.05万 | 0.16% | 3,330 | 65 | 2.0% | $6,257 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $31.67万 | 0.16% | 1,433 | 1,433 | — | $31.67万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $31.65万 | 0.16% | 1,062 | -166 | -13.5% | -$4.95万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $31.42万 | 0.16% | 7,133 | -188 | -2.6% | -$8,280 | 减仓 |
| — | STRATEGY SHS | $29.86万 | 0.15% | 11,874 | -153 | -1.3% | -$3,848 | 减仓 |
| INTC | INTEL CORP | $28.26万 | 0.15% | 2,024 | 2,024 | — | $28.26万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $27.89万 | 0.14% | 5,559 | 1,494 | 36.8% | $7.50万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $26.48万 | 0.14% | 993 | 993 | — | $26.48万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $25.79万 | 0.13% | 2,522 | -308 | -10.9% | -$3.15万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $24.81万 | 0.13% | 5,133 | 5,133 | — | $24.81万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.54万 | 0.13% | 1,096 | -410 | -27.2% | -$9.18万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.35万 | 0.13% | 7,678 | -145 | -1.9% | -$4,598 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $24.27万 | 0.12% | 717 | -100 | -12.2% | -$3.39万 | 减仓 |
| MSCI | MSCI INC | $24.23万 | 0.12% | 433 | -458 | -51.4% | -$25.62万 | 减仓 |
| WM | WASTE MGMT INC DEL | $23.83万 | 0.12% | 1,069 | 26 | 2.5% | $5,797 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.48万 | 0.12% | 2,893 | -1 | -0.0% | -$81 | 减仓 |
| ADBE | ADOBE INC | $23.39万 | 0.12% | 1,141 | -788 | -40.9% | -$16.15万 | 减仓 |
| FDX | FEDEX CORP | $23.33万 | 0.12% | 745 | 1 | 0.1% | $313 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $22.99万 | 0.12% | 2,139 | -169 | -7.3% | -$1.82万 | 减仓 |
| PFE | PFIZER INC | $22.95万 | 0.12% | 9,529 | 9,529 | — | $22.95万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $22.92万 | 0.12% | 5,431 | 5,431 | — | $22.92万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $22.77万 | 0.12% | 2,793 | 2,793 | — | $22.77万 | 新建仓 |
| WELL | WELLTOWER INC | $22.75万 | 0.12% | 1,002 | -58 | -5.5% | -$1.32万 | 减仓 |
| AON | AON PLC | $22.41万 | 0.12% | 676 | -975 | -59.1% | -$32.33万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.93万 | 0.11% | 3,805 | 72 | 1.9% | $4,149 | 加仓 |
| SBUX | STARBUCKS CORP | $21.67万 | 0.11% | 2,121 | -1,481 | -41.1% | -$15.13万 | 减仓 |
| GEV | GE VERNOVA INC | $21.34万 | 0.11% | 182 | 182 | — | $21.34万 | 新建仓 |
| APPF | APPFOLIO INC | $21.26万 | 0.11% | 1,326 | 1,326 | — | $21.26万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.93万 | 0.11% | 5,695 | -1,129 | -16.5% | -$4.15万 | 减仓 |
| ETN | EATON CORP PLC | $20.67万 | 0.11% | 485 | 485 | — | $20.67万 | 新建仓 |
| AES | AES CORP | $18.80万 | 0.10% | 12,823 | 0 | 0.0% | — | 不变 |
| — | BIOMEA FUSION INC | $2.06万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| 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 |