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 |
|---|---|---|---|---|---|---|---|---|
| PPH | VANECK PHARMACEUTICAL ETF | $4.56万 | 0.04% | 439 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $4.59万 | 0.04% | 105 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $4.61万 | 0.04% | 1,323 | 475 | 56.0% | $1.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $4.65万 | 0.04% | 158 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $4.85万 | 0.05% | 834 | -60 | -6.7% | -$3,491 | 减仓 |
| CSCO | CISCO SYS INC | $4.93万 | 0.05% | 635 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $4.93万 | 0.05% | 1,589 | 1,589 | — | $4.93万 | 新建仓 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $4.98万 | 0.05% | 1,228 | 179 | 17.1% | $7,253 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $5.06万 | 0.05% | 2,089 | 14 | 0.7% | $339 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $5.09万 | 0.05% | 1,020 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $5.12万 | 0.05% | 815 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5.14万 | 0.05% | 1,258 | 8 | 0.6% | $327 | 加仓 |
| ALL | ALLSTATE CORP COM | $5.18万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $5.23万 | 0.05% | 253 | -30 | -10.6% | -$6,204 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $5.26万 | 0.05% | 570 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $5.32万 | 0.05% | 699 | -74 | -9.6% | -$5,628 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $5.32万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $5.35万 | 0.05% | 49 | -1 | -2.0% | -$1,092 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC COM | $5.37万 | 0.05% | 918 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $5.39万 | 0.05% | 465 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $5.63万 | 0.05% | 453 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $5.63万 | 0.05% | 385 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5.64万 | 0.05% | 930 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5.84万 | 0.06% | 645 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $5.88万 | 0.06% | 150 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $6.02万 | 0.06% | 330 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $6.05万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $6.09万 | 0.06% | 460 | 2 | 0.4% | $265 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $6.11万 | 0.06% | 861 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $6.32万 | 0.06% | 467 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $6.80万 | 0.07% | 121 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $6.84万 | 0.07% | 919 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $6.92万 | 0.07% | 1,498 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $7.05万 | 0.07% | 538 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $7.06万 | 0.07% | 900 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $7.08万 | 0.07% | 361 | 1 | 0.3% | $196 | 加仓 |
| — | JOHN HANCOCK PREFERRED INCOME FUND | $7.22万 | 0.07% | 4,599 | 105 | 2.3% | $1,647 | 加仓 |
| BAC | BANK OF AMER CORP COM | $7.29万 | 0.07% | 1,495 | -214 | -12.5% | -$1.04万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $7.41万 | 0.07% | 799 | -84 | -9.5% | -$7,790 | 减仓 |
| CAT | CATERPILLAR INC COM | $7.44万 | 0.07% | 105 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $7.51万 | 0.07% | 269 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $7.63万 | 0.07% | 398 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $7.69万 | 0.07% | 634 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $7.85万 | 0.08% | 201 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $8.02万 | 0.08% | 3,612 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $8.12万 | 0.08% | 93 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $8.26万 | 0.08% | 276 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $8.39万 | 0.08% | 2,750 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $8.40万 | 0.08% | 743 | -18 | -2.4% | -$2,036 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $8.46万 | 0.08% | 100 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $8.49万 | 0.08% | 1,867 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $8.53万 | 0.08% | 1,934 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF | $8.57万 | 0.08% | 1,969 | 1,020 | 107.5% | $4.44万 | 加仓 |
| SKOR | FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $8.75万 | 0.08% | 1,800 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $8.81万 | 0.08% | 405 | 1 | 0.2% | $217 | 加仓 |
| XEVTX | EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | $8.94万 | 0.09% | 3,640 | 70 | 2.0% | $1,718 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $8.98万 | 0.09% | 1,165 | 1 | 0.1% | $77 | 加仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $9.20万 | 0.09% | 1,312 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $9.34万 | 0.09% | 2,102 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $9.39万 | 0.09% | 293 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $9.64万 | 0.09% | 2,590 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $9.74万 | 0.09% | 313 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $9.83万 | 0.09% | 1,250 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $10.22万 | 0.10% | 4,754 | 25 | 0.5% | $537 | 加仓 |
| GE | GE AEROSPACE COM NEW | $10.64万 | 0.10% | 375 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $10.96万 | 0.11% | 1,165 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $11.05万 | 0.11% | 2,178 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $11.38万 | 0.11% | 175 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $11.65万 | 0.11% | 480 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $11.74万 | 0.11% | 1,798 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $12.09万 | 0.12% | 3,148 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $13.51万 | 0.13% | 869 | -14 | -1.6% | -$2,176 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $13.53万 | 0.13% | 633 | -249 | -28.2% | -$5.32万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $14.08万 | 0.14% | 5,375 | 3,262 | 154.4% | $8.55万 | 加仓 |
| ECL | ECOLAB INC COM | $14.36万 | 0.14% | 540 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $14.64万 | 0.14% | 703 | -42 | -5.6% | -$8,747 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $14.99万 | 0.14% | 2,940 | 2,940 | — | $14.99万 | 新建仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $15.04万 | 0.15% | 3,012 | -1,135 | -27.4% | -$5.67万 | 减仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $15.93万 | 0.15% | 2,374 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $15.95万 | 0.15% | 1,560 | 1 | 0.1% | $102 | 加仓 |
| QQQ | POWERSHARES QQQ TRUST ETF | $16.07万 | 0.15% | 278 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $16.24万 | 0.16% | 456 | -53 | -10.4% | -$1.89万 | 减仓 |
| IBM | INTL BUSINESS MACHINES | $16.59万 | 0.16% | 684 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $16.85万 | 0.16% | 183 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $17.19万 | 0.17% | 344 | -11 | -3.1% | -$5,496 | 减仓 |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $17.21万 | 0.17% | 1,842 | 20 | 1.1% | $1,869 | 加仓 |
| PRFD | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $17.84万 | 0.17% | 3,520 | -927 | -20.8% | -$4.70万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $18.39万 | 0.18% | 2,122 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $19.36万 | 0.19% | 344 | -12 | -3.4% | -$6,755 | 减仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $19.71万 | 0.19% | 3,877 | 0 | 0.0% | — | 不变 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $19.77万 | 0.19% | 1,687 | 4 | 0.2% | $469 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $19.90万 | 0.19% | 658 | 0 | 0.0% | — | 不变 |
| JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $19.99万 | 0.19% | 1,536 | 7 | 0.5% | $911 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $20.22万 | 0.19% | 6,781 | 15 | 0.2% | $447 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $21.60万 | 0.21% | 6,095 | 6,095 | — | $21.60万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $23.05万 | 0.22% | 231 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO COM | $25.57万 | 0.25% | 2,736 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $25.60万 | 0.25% | 3,569 | 1,465 | 69.6% | $10.51万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $25.99万 | 0.25% | 8,232 | 4,305 | 109.6% | $13.59万 | 加仓 |
| USB | US BANCORP COM NEW | $26.07万 | 0.25% | 5,013 | 13 | 0.3% | $676 | 加仓 |