Birchwood Financial Partners, Inc.
BLOOMINGTON MN · SEC CIK 0002110062
$1.22亿2026Q2 申报市值
351持仓数
40.4%前十大占比 · 第一大 6.5%
11 / 8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
BOND 加仓+$100.41万
VXF 加仓+$61.75万
VOO 加仓+$58.86万
CGGR 加仓+$52.18万
XOM 新建仓+$46.70万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$57.95万
AAPL 减仓-$21.56万
UNH 减仓-$13.18万
CHRW 减仓-$13.09万
IUSB 减仓-$5.60万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,415 | -100.0% | -$57.95万 | 清仓 |
| — | MICROVISION INC DEL COM NEW | $0 | 0.00% | 0 | -21,500 | -100.0% | -$1.38万 | 清仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $0 | 0.00% | 0 | -48 | -100.0% | -$8,708 | 清仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$3,288 | 清仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $0 | 0.00% | 0 | -71 | -100.0% | -$3,017 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -120 | -100.0% | -$1,574 | 清仓 |
| — | ENHABIT INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$282 | 清仓 |
| BC | BRUNSWICK CORP COM | $6 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $180 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $246 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $253 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $407 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| USAS | AMERICAS GOLD AND SILVER CORP COM NEW | $576 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $750 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $810 | 0.00% | 15 | 15 | — | $810 | 新建仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $923 | 0.00% | 23 | 23 | — | $923 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $960 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $1,014 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1,260 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $1,368 | 0.00% | 15 | 15 | — | $1,368 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $1,386 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $1,387 | 0.00% | 28 | 28 | — | $1,387 | 新建仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $1,637 | 0.00% | 31 | -113 | -78.5% | -$5,967 | 减仓 |
| KEY | KEYCORP COM | $1,675 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $1,753 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MED SYS INC COM | $1,784 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2,128 | 0.00% | 10 | 10 | — | $2,128 | 新建仓 |
| GLOB | GLOBANT S A COM | $2,228 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $2,300 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $2,430 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $2,485 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2,687 | 0.00% | 31 | -65 | -67.7% | -$5,634 | 减仓 |
| ECHO | ECHOSTAR HOLDING CORP | $2,842 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $2,951 | 0.00% | 31 | -155 | -83.3% | -$1.48万 | 减仓 |
| VTRS | VIATRIS INC COM | $2,970 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $3,188 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $3,301 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3,308 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $3,312 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $3,535 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $3,627 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP COM | $4,043 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $4,141 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4,164 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $4,181 | 0.00% | 70 | 26 | 59.1% | $1,553 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $4,330 | 0.00% | 149 | 10 | 7.2% | $291 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $4,333 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $4,345 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $4,430 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC COM | $4,907 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4,993 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $5,048 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $5,444 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $5,592 | 0.00% | 54 | 1 | 1.9% | $104 | 加仓 |
| SAP | SAP SE SPON ADR | $5,702 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE BITCOIN COVERED CALL ETF | $5,861 | 0.00% | 470 | 51 | 12.2% | $636 | 加仓 |
| CSGP | COSTAR GRP INC | $6,117 | 0.01% | 216 | -1 | -0.5% | -$28 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $6,229 | 0.01% | 15 | -1 | -6.2% | -$415 | 减仓 |
| PNR | PENTAIR PLC SHS | $6,439 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $6,573 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $7,256 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER HLDGS INC | $7,585 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SER TR S&P DIVID ETF | $7,650 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $7,856 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| CLFD | CLEARFIELD INC COM | $7,958 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC COM | $8,265 | 0.01% | 198 | -2 | -1.0% | -$83 | 减仓 |
| FICO | FAIR ISAAC CORP COM | $8,363 | 0.01% | 7 | -1 | -12.5% | -$1,195 | 减仓 |
| NFLX | NETFLIX INC. COM | $8,568 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $8,624 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $8,677 | 0.01% | 116 | 1 | 0.9% | $75 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $8,732 | 0.01% | 319 | 4 | 1.3% | $109 | 加仓 |
| WSO | WATSCO INC COM | $8,751 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $8,788 | 0.01% | 86 | -1 | -1.1% | -$102 | 减仓 |
| — | OAKMARK GLOBAL LARGE CAP ETF | $8,799 | 0.01% | 350 | 25 | 7.7% | $628 | 加仓 |
| LIN | LINDE PLC SHS | $8,822 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8,831 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $8,868 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $8,876 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $8,966 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| ODD | ODDITY TECH LTD SHS CL A | $8,972 | 0.01% | 593 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC COM | $9,137 | 0.01% | 57 | -1 | -1.7% | -$160 | 减仓 |
| — | CAMBRIA GLOBAL ASSET ALLOCATION ETF | $9,405 | 0.01% | 274 | 2 | 0.7% | $69 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $9,515 | 0.01% | 53 | -1 | -1.9% | -$180 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $9,833 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC COM | $9,888 | 0.01% | 55 | -1 | -1.8% | -$180 | 减仓 |
| CTAS | CINTAS CORP COM | $1.00万 | 0.01% | 59 | -1 | -1.7% | -$170 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $1.03万 | 0.01% | 399 | -3 | -0.7% | -$77 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.04万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.05万 | 0.01% | 103 | -82 | -44.3% | -$8,354 | 减仓 |
| PIPR | PIPER JAFFRAY COS | $1.07万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1.13万 | 0.01% | 166 | -668 | -80.1% | -$4.55万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.17万 | 0.01% | 123 | 2 | 1.7% | $190 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $1.19万 | 0.01% | 67 | -1 | -1.5% | -$177 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $1.22万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $1.25万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC COM | $1.27万 | 0.01% | 24 | -1 | -4.0% | -$530 | 减仓 |
| INTU | INTUIT COM | $1.30万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1.32万 | 0.01% | 286 | -1,212 | -80.9% | -$5.60万 | 减仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $1.32万 | 0.01% | 377 | 4 | 1.1% | $140 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1.34万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |