Birchwood Financial Partners, Inc.
BLOOMINGTON MN · SEC CIK 0002110062
$1.04亿2026Q1 申报市值
347持仓数
40.6%前十大占比 · 第一大 6.5%
20 / 25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
ESML 加仓+$205.21万
BOND 加仓+$52.05万
VOO 加仓+$34.18万
CGSM 新建仓+$32.24万
CGHM 加仓+$25.24万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$24.30万
AAPL 减仓-$13.22万
BDX 清仓-$11.64万
DAYFORCE INC COM 清仓-$9.68万
ESGU 减仓-$7.00万
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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO COM | $0 | 0.00% | 0 | -600 | -100.0% | -$11.64万 | 清仓 |
| — | DAYFORCE INC COM | $0 | 0.00% | 0 | -1,400 | -100.0% | -$9.68万 | 清仓 |
| — | LULUS FASHION LOUNGE HOLDINGS COM NEW | $0 | 0.00% | 0 | -4,844 | -100.0% | -$2.53万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP COM | $0 | 0.00% | 0 | -19 | -100.0% | -$9,190 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$8,287 | 清仓 |
| WK | WORKIVA INC COM CL A | $0 | 0.00% | 0 | -82 | -100.0% | -$7,073 | 清仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -58 | -100.0% | -$6,391 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $0 | 0.00% | 0 | -216 | -100.0% | -$4,983 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$4,940 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$4,836 | 清仓 |
| BCE | BCE INC COM NEW | $0 | 0.00% | 0 | -198 | -100.0% | -$4,716 | 清仓 |
| AMP | AMERIPRISE FINL INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$4,413 | 清仓 |
| GLD | SPDR GOLD ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$3,170 | 清仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $0 | 0.00% | 0 | -38 | -100.0% | -$3,048 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $0 | 0.00% | 0 | -60 | -100.0% | -$2,899 | 清仓 |
| TTD | THE TRADE DESK INC COM CL A | $0 | 0.00% | 0 | -74 | -100.0% | -$2,809 | 清仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$2,523 | 清仓 |
| PPG | PPG INDS INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$2,152 | 清仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -34 | -100.0% | -$1,789 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,219 | 清仓 |
| ABBV | ABBVIE INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$457 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$335 | 清仓 |
| EMN | EASTMAN CHEM CO COM | $0 | 0.00% | 0 | -4 | -100.0% | -$255 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$100 | 清仓 |
| BC | BRUNSWICK CORP COM | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $185 | 0.00% | 5 | 5 | — | $185 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $279 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ENHABIT INC COM | $282 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $317 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $399 | 0.00% | 7 | 7 | — | $399 | 新建仓 |
| USAS | AMERICAS GOLD AND SILVER CORP COM NEW | $637 | 0.00% | 122 | 122 | — | $637 | 新建仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $722 | 0.00% | 19 | -19 | -50.0% | -$722 | 减仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $844 | 0.00% | 7 | -7 | -50.0% | -$844 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $989 | 0.00% | 36 | 36 | — | $989 | 新建仓 |
| C | CITIGROUP INC | $1,021 | 0.00% | 9 | -3 | -25.0% | -$340 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $1,423 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $1,457 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $1,574 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $1,754 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MED SYS INC COM | $2,063 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $2,175 | 0.00% | 113 | 1 | 0.9% | $19 | 加仓 |
| WAB | WABTEC COM | $2,253 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $2,377 | 0.00% | 22 | -1 | -4.3% | -$108 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2,378 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $2,526 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $2,736 | 0.00% | 24 | -12 | -33.3% | -$1,368 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2,917 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $3,017 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $3,127 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $3,157 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3,201 | 0.00% | 12 | 12 | — | $3,201 | 新建仓 |
| ECHO | ECHOSTAR HOLDING CORP | $3,278 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $3,288 | 0.00% | 35 | -35 | -50.0% | -$3,288 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $3,492 | 0.00% | 139 | -931 | -87.0% | -$2.34万 | 减仓 |
| GLOB | GLOBANT S A COM | $3,550 | 0.00% | 77 | -1 | -1.3% | -$46 | 减仓 |
| HLN | HALEON PLC SPON ADS | $3,554 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3,580 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC CL A | $3,708 | 0.00% | 73 | -1 | -1.4% | -$51 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $3,869 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4,134 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $4,515 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC COM | $4,894 | 0.00% | 83 | -1 | -1.2% | -$59 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $5,148 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $5,161 | 0.00% | 106 | -13 | -10.9% | -$633 | 减仓 |
| CLFD | CLEARFIELD INC COM | $5,294 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $5,384 | 0.01% | 36 | -1 | -2.7% | -$150 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $5,409 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $5,552 | 0.01% | 78 | -46 | -37.1% | -$3,274 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $5,684 | 0.01% | 126 | 1 | 0.8% | $45 | 加仓 |
| SAP | SAP SE SPON ADR | $6,335 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE BITCOIN COVERED CALL ETF | $6,513 | 0.01% | 419 | 51 | 13.9% | $793 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $6,944 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SER TR S&P DIVID ETF | $7,290 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $7,309 | 0.01% | 25 | 25 | — | $7,309 | 新建仓 |
| PNR | PENTAIR PLC SHS | $7,317 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $7,416 | 0.01% | 110 | -8 | -6.8% | -$539 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $7,478 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $7,517 | 0.01% | 22 | -1 | -4.3% | -$342 | 减仓 |
| WSO | WATSCO INC COM | $7,640 | 0.01% | 21 | 21 | — | $7,640 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $7,794 | 0.01% | 87 | -1 | -1.1% | -$90 | 减仓 |
| — | OAKMARK GLOBAL LARGE CAP ETF | $7,884 | 0.01% | 325 | 325 | — | $7,884 | 新建仓 |
| ODD | ODDITY TECH LTD SHS CL A | $7,934 | 0.01% | 593 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER HLDGS INC | $7,966 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $8,269 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $8,322 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $8,427 | 0.01% | 115 | 115 | — | $8,427 | 新建仓 |
| LIN | LINDE PLC SHS | $8,428 | 0.01% | 17 | 17 | — | $8,428 | 新建仓 |
| FICO | FAIR ISAAC CORP COM | $8,540 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $8,607 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $8,708 | 0.01% | 48 | -51 | -51.5% | -$9,252 | 减仓 |
| CSGP | COSTAR GRP INC | $8,754 | 0.01% | 217 | -3 | -1.4% | -$121 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8,805 | 0.01% | 89 | 1 | 1.1% | $99 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $8,962 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $9,090 | 0.01% | 375 | -375 | -50.0% | -$9,090 | 减仓 |
| — | CAMBRIA GLOBAL ASSET ALLOCATION ETF | $9,099 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $9,653 | 0.01% | 175 | -175 | -50.0% | -$9,653 | 减仓 |
| CTAS | CINTAS CORP COM | $1.01万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.02万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $1.02万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.05万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |