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 |
|---|---|---|---|---|---|---|---|---|
| TYL | TYLER TECHNOLOGIES INC COM | $1.37万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.38万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $1.39万 | 0.01% | 33 | -1 | -2.9% | -$421 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $1.42万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING CORP DEL | $1.43万 | 0.01% | 1,357 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $1.47万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $1.49万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $1.50万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $1.50万 | 0.01% | 307 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $1.58万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $1.61万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| RBA | RITCHIE BROS AUCTIONEERS | $1.61万 | 0.01% | 138 | -1 | -0.7% | -$116 | 减仓 |
| CRM | SALESFORCE INC COM | $1.61万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $1.62万 | 0.01% | 45 | -1 | -2.2% | -$359 | 减仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $1.71万 | 0.01% | 296 | 5 | 1.7% | $288 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1.75万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $1.82万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1.92万 | 0.02% | 520 | 5 | 1.0% | $184 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $1.92万 | 0.02% | 436 | 436 | — | $1.92万 | 新建仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $2.04万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $2.10万 | 0.02% | 95 | 95 | — | $2.10万 | 新建仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $2.12万 | 0.02% | 170 | -160 | -48.5% | -$2.00万 | 减仓 |
| HON | HONEYWELL INTL INC | $2.13万 | 0.02% | 95 | -95 | -50.0% | -$2.13万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2.17万 | 0.02% | 139 | 139 | — | $2.17万 | 新建仓 |
| — | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $2.20万 | 0.02% | 470 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INC | $2.21万 | 0.02% | 151 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.22万 | 0.02% | 666 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $2.26万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $2.31万 | 0.02% | 63 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $2.33万 | 0.02% | 195 | 3 | 1.6% | $358 | 加仓 |
| JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $2.35万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $2.36万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $2.43万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A SPONSORED ADS | $2.44万 | 0.02% | 1,620 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $2.49万 | 0.02% | 110 | -58 | -34.5% | -$1.31万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.51万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $2.56万 | 0.02% | 116 | 1 | 0.9% | $221 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $2.57万 | 0.02% | 41 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $2.70万 | 0.02% | 1,306 | -150 | -10.3% | -$3,106 | 减仓 |
| HEI | HEICO CORP NEW COM | $2.71万 | 0.02% | 76 | 0 | 0.0% | — | 不变 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $2.82万 | 0.02% | 434 | 2 | 0.5% | $130 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $2.82万 | 0.02% | 71 | -1 | -1.4% | -$397 | 减仓 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $2.83万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $2.95万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $2.96万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $2.98万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $3.02万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $3.04万 | 0.02% | 584 | 2 | 0.3% | $104 | 加仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $3.14万 | 0.03% | 1,218 | 2 | 0.2% | $51 | 加仓 |
| SYK | STRYKER CORPORATION COM | $3.16万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $3.18万 | 0.03% | 201 | 66 | 48.9% | $1.04万 | 加仓 |
| QCOM | QUALCOMM INC COM | $3.32万 | 0.03% | 179 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $3.32万 | 0.03% | 403 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $3.35万 | 0.03% | 176 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $3.44万 | 0.03% | 228 | 228 | — | $3.44万 | 新建仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $3.56万 | 0.03% | 441 | 25 | 6.0% | $2,016 | 加仓 |
| PFE | PFIZER INC COM | $3.65万 | 0.03% | 1,515 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $3.68万 | 0.03% | 168 | 1 | 0.6% | $219 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $3.75万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $3.76万 | 0.03% | 807 | 0 | 0.0% | — | 不变 |
| — | FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | $3.77万 | 0.03% | 883 | 3 | 0.3% | $128 | 加仓 |
| AFL | AFLAC INC COM | $3.78万 | 0.03% | 322 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $3.79万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $3.89万 | 0.03% | 105 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $3.95万 | 0.03% | 55 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $3.97万 | 0.03% | 2,124 | 6 | 0.3% | $112 | 加仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $3.99万 | 0.03% | 260 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $4.10万 | 0.03% | 349 | 1 | 0.3% | $117 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $4.11万 | 0.03% | 242 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $4.16万 | 0.03% | 1,827 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $4.19万 | 0.03% | 253 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $4.20万 | 0.03% | 191 | -207 | -52.0% | -$4.55万 | 减仓 |
| ENB | ENBRIDGE INC COM | $4.20万 | 0.03% | 775 | 389 | 100.8% | $2.11万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $4.21万 | 0.03% | 412 | 1 | 0.2% | $102 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $4.32万 | 0.04% | 106 | -1 | -0.9% | -$407 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.32万 | 0.04% | 522 | -115 | -18.1% | -$9,522 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $4.34万 | 0.04% | 591 | 3 | 0.5% | $220 | 加仓 |
| AGIX | KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF | $4.37万 | 0.04% | 932 | 300 | 47.5% | $1.41万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.45万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.49万 | 0.04% | 385 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP COM | $4.50万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $4.51万 | 0.04% | 133 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $4.53万 | 0.04% | 471 | 0 | 0.0% | — | 不变 |
| DWLD | DAVIS SELECT WORLDWIDE ETF | $4.55万 | 0.04% | 985 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $4.81万 | 0.04% | 583 | 1 | 0.2% | $83 | 加仓 |
| PPH | VANECK PHARMACEUTICAL ETF | $4.84万 | 0.04% | 442 | 3 | 0.7% | $328 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $4.86万 | 0.04% | 933 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES RANGER EQUITY BEAR ETF | $4.93万 | 0.04% | 2,989 | 2,989 | — | $4.93万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $4.93万 | 0.04% | 236 | 0 | 0.0% | — | 不变 |
| AVSE | AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF | $4.97万 | 0.04% | 607 | 129 | 27.0% | $1.06万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $5.11万 | 0.04% | 2,111 | 22 | 1.1% | $533 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $5.11万 | 0.04% | 815 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $5.12万 | 0.04% | 256 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $5.13万 | 0.04% | 453 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $5.17万 | 0.04% | 158 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $5.25万 | 0.04% | 570 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $5.32万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5.36万 | 0.04% | 930 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $5.43万 | 0.04% | 631 | 1 | 0.2% | $86 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $5.48万 | 0.04% | 469 | 4 | 0.9% | $468 | 加仓 |