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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $1,897.22万 | 11.08% | 62,722 | 702 | 1.1% | $21.23万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,436.28万 | 8.39% | 20 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,028.85万 | 6.01% | 17,218 | 2,745 | 19.0% | $164.03万 | 加仓 |
| AAPL | APPLE INC | $651.19万 | 3.80% | 25,659 | -11 | -0.0% | -$2,792 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $553.89万 | 3.24% | 11,559 | -458 | -3.8% | -$21.95万 | 减仓 |
| HD | HOME DEPOT INC | $458.88万 | 2.68% | 13,952 | 11 | 0.1% | $3,618 | 加仓 |
| AMP | AMERIPRISE FINL INC | $451.11万 | 2.64% | 10,151 | 3 | 0.0% | $1,333 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $420.48万 | 2.46% | 12,251 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $382.30万 | 2.23% | 10,328 | 739 | 7.7% | $27.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $365.16万 | 2.13% | 56,985 | 1,495 | 2.7% | $9.58万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $353.00万 | 2.06% | 14,441 | -125 | -0.9% | -$3.06万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $336.92万 | 1.97% | 3,983 | 1 | 0.0% | $846 | 加仓 |
| IJR | ISHARES TR | $303.66万 | 1.77% | 24,427 | 1,675 | 7.4% | $20.82万 | 加仓 |
| PSX | PHILLIPS 66 | $293.92万 | 1.72% | 16,134 | -7 | -0.0% | -$1,275 | 减仓 |
| AMZN | AMAZON COM INC | $291.15万 | 1.70% | 13,980 | -225 | -1.6% | -$4.69万 | 减仓 |
| BAC | BANK AMERICA CORP | $270.19万 | 1.58% | 55,424 | 117 | 0.2% | $5,704 | 加仓 |
| SHY | ISHARES TR | $268.92万 | 1.57% | 32,569 | 409 | 1.3% | $3.38万 | 加仓 |
| GOOG | ALPHABET INC | $238.34万 | 1.39% | 8,309 | -485 | -5.5% | -$13.91万 | 减仓 |
| ITOT | ISHARES TR | $212.45万 | 1.24% | 14,916 | -249 | -1.6% | -$3.55万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $206.81万 | 1.21% | 44,088 | 3,171 | 7.7% | $14.87万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $194.41万 | 1.14% | 11,758 | 1,260 | 12.0% | $20.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $185.22万 | 1.08% | 10,620 | -90 | -0.8% | -$1.57万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $176.55万 | 1.03% | 67,128 | 909 | 1.4% | $2.39万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $175.96万 | 1.03% | 66,126 | -189 | -0.3% | -$5,029 | 减仓 |
| T | AT&T INC | $158.30万 | 0.92% | 54,606 | -6,294 | -10.3% | -$18.25万 | 减仓 |
| MUB | ISHARES TR | $149.74万 | 0.87% | 14,107 | -138 | -1.0% | -$1.46万 | 减仓 |
| — | EXXON MOBIL CORP | $138.79万 | 0.81% | 8,180 | 982 | 13.6% | $16.66万 | 加仓 |
| LQD | ISHARES TR | $131.79万 | 0.77% | 12,092 | 62 | 0.5% | $6,757 | 加仓 |
| CVX | CHEVRON CORPORATION | $131.53万 | 0.77% | 6,357 | -82 | -1.3% | -$1.70万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $119.16万 | 0.70% | 12,830 | 627 | 5.1% | $5.82万 | 加仓 |
| CCJ | CAMECO CORP | $116.94万 | 0.68% | 10,767 | 6,117 | 131.5% | $66.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $112.59万 | 0.66% | 22,429 | -2,309 | -9.3% | -$11.59万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $111.38万 | 0.65% | 9,621 | 82 | 0.9% | $9,493 | 加仓 |
| HYG | ISHARES TR | $108.05万 | 0.63% | 13,581 | -153 | -1.1% | -$1.22万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $107.99万 | 0.63% | 4,545 | 3,711 | 445.0% | $88.17万 | 加仓 |
| SCZ | ISHARES TR | $106.08万 | 0.62% | 13,529 | 945 | 7.5% | $7.41万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $105.42万 | 0.62% | 21,940 | -191 | -0.9% | -$9,178 | 减仓 |
| APP | APPLOVIN CORP | $104.71万 | 0.61% | 2,631 | 365 | 16.1% | $14.53万 | 加仓 |
| META | META PLATFORMS INC | $97.24万 | 0.57% | 1,700 | 438 | 34.7% | $25.05万 | 加仓 |
| MBB | ISHARES TR | $94.80万 | 0.55% | 9,984 | -142 | -1.4% | -$1.35万 | 减仓 |
| V | VISA INC | $88.73万 | 0.52% | 2,936 | -1,027 | -25.9% | -$31.04万 | 减仓 |
| GOOGL | ALPHABET INC | $87.83万 | 0.51% | 3,054 | 215 | 7.6% | $6.18万 | 加仓 |
| ORCL | ORACLE CORP | $84.51万 | 0.49% | 5,744 | 1,080 | 23.2% | $15.89万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $84.40万 | 0.49% | 1,689 | -134 | -7.4% | -$6.70万 | 减仓 |
| MO | ALTRIA GROUP INC | $83.57万 | 0.49% | 12,664 | 1,716 | 15.7% | $11.32万 | 加仓 |
| ABBV | ABBVIE INC | $83.50万 | 0.49% | 3,839 | 82 | 2.2% | $1.78万 | 加仓 |
| PGR | PROGRESSIVE CORP | $81.73万 | 0.48% | 4,123 | 897 | 27.8% | $17.78万 | 加仓 |
| — | EA SERIES TRUST | $81.03万 | 0.47% | 11,250 | 1,014 | 9.9% | $7.30万 | 加仓 |
| NFLX | NETFLIX INC. | $79.50万 | 0.46% | 8,269 | -1,450 | -14.9% | -$13.94万 | 减仓 |
| WMT | WALMART INC | $76.90万 | 0.45% | 6,188 | -213 | -3.3% | -$2.65万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $75.81万 | 0.44% | 2,577 | 11 | 0.4% | $3,236 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $75.60万 | 0.44% | 110,039 | 14,459 | 15.1% | $9.93万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $73.98万 | 0.43% | 5,644 | 819 | 17.0% | $10.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $70.33万 | 0.41% | 1,081 | 4 | 0.4% | $2,602 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $69.47万 | 0.41% | 11,379 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $68.27万 | 0.40% | 6,020 | 50 | 0.8% | $5,670 | 加仓 |
| SHOP | SHOPIFY INC | $68.20万 | 0.40% | 5,749 | -367 | -6.0% | -$4.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $65.62万 | 0.38% | 6,391 | -546 | -7.9% | -$5.61万 | 减仓 |
| — | HONEYWELL INTL INC | $64.73万 | 0.38% | 2,864 | 9 | 0.3% | $2,034 | 加仓 |
| CI | THE CIGNA GROUP | $64.04万 | 0.37% | 2,401 | 521 | 27.7% | $13.90万 | 加仓 |
| KO | COCA COLA CO | $61.00万 | 0.36% | 8,021 | 975 | 13.8% | $7.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $59.75万 | 0.35% | 2,937 | 772 | 35.7% | $15.70万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $58.79万 | 0.34% | 7,813 | 869 | 12.5% | $6.54万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $57.24万 | 0.33% | 1,164 | -95 | -7.5% | -$4.67万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $56.79万 | 0.33% | 3,360 | 2,263 | 206.3% | $38.25万 | 加仓 |
| CME | CME GROUP INC | $56.50万 | 0.33% | 1,913 | 233 | 13.9% | $6.88万 | 加仓 |
| AON | AON PLC | $53.28万 | 0.31% | 1,651 | -219 | -11.7% | -$7.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $52.90万 | 0.31% | 917 | 68 | 8.0% | $3.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $50.53万 | 0.30% | 3,498 | 159 | 4.8% | $2.30万 | 加仓 |
| MSCI | MSCI INC | $48.02万 | 0.28% | 891 | -184 | -17.1% | -$9.92万 | 减仓 |
| MCD | MCDONALDS CORP | $47.21万 | 0.28% | 1,519 | 12 | 0.8% | $3,729 | 加仓 |
| BLK | BLACKROCK INC | $47.20万 | 0.28% | 491 | 3 | 0.6% | $2,884 | 加仓 |
| ADBE | ADOBE INC | $46.89万 | 0.27% | 1,929 | -7 | -0.4% | -$1,702 | 减仓 |
| ALL | ALLSTATE CORP | $46.70万 | 0.27% | 2,252 | 648 | 40.4% | $13.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.26万 | 0.27% | 1,908 | -447 | -19.0% | -$10.84万 | 减仓 |
| SAP | SAP SE | $44.39万 | 0.26% | 2,593 | 210 | 8.8% | $3.60万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.80万 | 0.24% | 3,192 | -18 | -0.6% | -$2,357 | 减仓 |
| AGG | ISHARES TR | $41.66万 | 0.24% | 4,197 | -46 | -1.1% | -$4,567 | 减仓 |
| PEP | PEPSICO INC | $41.31万 | 0.24% | 2,660 | -13 | -0.5% | -$2,019 | 减仓 |
| KR | KROGER CO | $41.04万 | 0.24% | 5,672 | 1,511 | 36.3% | $10.93万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $40.89万 | 0.24% | 3,004 | 3,004 | — | $40.89万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $40.75万 | 0.24% | 8,167 | 6 | 0.1% | $299 | 加仓 |
| EXC | EXELON CORP | $40.74万 | 0.24% | 8,312 | 1,169 | 16.4% | $5.73万 | 加仓 |
| UNP | UNION PAC CORP | $40.52万 | 0.24% | 1,670 | 16 | 1.0% | $3,882 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $40.52万 | 0.24% | 1,412 | -14 | -1.0% | -$4,018 | 减仓 |
| CINF | CINCINNATI FINL CORP | $40.25万 | 0.24% | 2,558 | 430 | 20.2% | $6.77万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $38.18万 | 0.22% | 2,047 | 5 | 0.2% | $933 | 加仓 |
| MRK | MERCK & CO INC | $37.97万 | 0.22% | 3,157 | 114 | 3.7% | $1.37万 | 加仓 |
| XEL | XCEL ENERGY INC | $37.53万 | 0.22% | 4,724 | 868 | 22.5% | $6.90万 | 加仓 |
| LOW | LOWES COS INC | $36.13万 | 0.21% | 1,529 | -8 | -0.5% | -$1,890 | 减仓 |
| — | STRATEGY SHS | $35.42万 | 0.21% | 12,027 | 2,213 | 22.5% | $6.52万 | 加仓 |
| DY | DYCOM INDS INC | $33.88万 | 0.20% | 1,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $33.27万 | 0.19% | 1,725 | -2 | -0.1% | -$386 | 减仓 |
| TSLA | TESLA INC | $33.12万 | 0.19% | 891 | 199 | 28.8% | $7.40万 | 加仓 |
| SBUX | STARBUCKS CORP | $32.27万 | 0.19% | 3,602 | -935 | -20.6% | -$8.38万 | 减仓 |
| WDAY | WORKDAY INC | $32.03万 | 0.19% | 2,465 | 230 | 10.3% | $2.99万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $31.60万 | 0.18% | 7,321 | 1,259 | 20.8% | $5.43万 | 加仓 |
| DIS | DISNEY WALT CO | $31.47万 | 0.18% | 3,265 | 64 | 2.0% | $6,168 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.59万 | 0.18% | 1,506 | 176 | 13.2% | $3.57万 | 加仓 |
| AVGO | BROADCOM INC | $29.93万 | 0.17% | 967 | 48 | 5.2% | $1.49万 | 加仓 |