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 |
|---|---|---|---|---|---|---|---|---|
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5.59万 | 0.05% | 1,269 | 11 | 0.9% | $484 | 加仓 |
| KO | COCA COLA CO COM | $5.68万 | 0.05% | 699 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC COM | $5.85万 | 0.05% | 918 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $5.91万 | 0.05% | 429 | -314 | -42.3% | -$4.32万 | 减仓 |
| ALL | ALLSTATE CORP COM | $5.95万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $6.19万 | 0.05% | 808 | -111 | -12.1% | -$8,501 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $6.33万 | 0.05% | 656 | 11 | 1.7% | $1,062 | 加仓 |
| IDXX | IDEXX LABS INC COM | $6.37万 | 0.05% | 121 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $6.62万 | 0.05% | 330 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $6.67万 | 0.05% | 49 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $6.68万 | 0.05% | 269 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $6.82万 | 0.06% | 462 | 2 | 0.4% | $295 | 加仓 |
| V | VISA INC COM CL A | $6.83万 | 0.06% | 199 | -1 | -0.5% | -$343 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $6.84万 | 0.06% | 1,352 | 332 | 32.5% | $1.68万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $7.01万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $7.07万 | 0.06% | 863 | 2 | 0.2% | $164 | 加仓 |
| CSCO | CISCO SYS INC | $7.46万 | 0.06% | 635 | 0 | 0.0% | — | 不变 |
| — | JOHN HANCOCK PREFERRED INCOME FUND | $7.63万 | 0.06% | 4,704 | 105 | 2.3% | $1,702 | 加仓 |
| EMR | EMERSON ELEC CO COM | $7.70万 | 0.06% | 538 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $7.72万 | 0.06% | 800 | 1 | 0.1% | $97 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $7.90万 | 0.06% | 363 | 2 | 0.6% | $435 | 加仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $8.00万 | 0.07% | 3,612 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $8.10万 | 0.07% | 800 | 450 | 128.6% | $4.56万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $8.25万 | 0.07% | 467 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $8.29万 | 0.07% | 634 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $8.47万 | 0.07% | 314 | 1 | 0.3% | $270 | 加仓 |
| BAC | BANK OF AMER CORP COM | $8.52万 | 0.07% | 1,495 | 0 | 0.0% | — | 不变 |
| SKOR | FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $8.74万 | 0.07% | 1,800 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $9.01万 | 0.07% | 2,590 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $9.33万 | 0.08% | 1,867 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $9.43万 | 0.08% | 2,102 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $9.53万 | 0.08% | 277 | 1 | 0.4% | $344 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $9.69万 | 0.08% | 2,750 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $9.88万 | 0.08% | 406 | 1 | 0.2% | $243 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $10.09万 | 0.08% | 293 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $10.11万 | 0.08% | 100 | 0 | 0.0% | — | 不变 |
| XEVTX | EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | $10.20万 | 0.08% | 3,685 | 45 | 1.2% | $1,246 | 加仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $10.54万 | 0.09% | 1,315 | 3 | 0.2% | $240 | 加仓 |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $10.59万 | 0.09% | 3,611 | 2,022 | 127.2% | $5.93万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $10.83万 | 0.09% | 1,250 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $10.93万 | 0.09% | 93 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $11.20万 | 0.09% | 105 | 0 | 0.0% | — | 不变 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $11.30万 | 0.09% | 2,117 | 1,332 | 169.7% | $7.11万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $11.40万 | 0.09% | 4,815 | 61 | 1.3% | $1,445 | 加仓 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $12.05万 | 0.10% | 2,654 | 1,426 | 116.1% | $6.48万 | 加仓 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $12.24万 | 0.10% | 2,178 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $13.06万 | 0.11% | 480 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $13.09万 | 0.11% | 175 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $13.21万 | 0.11% | 1,165 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $13.59万 | 0.11% | 1,761 | -37 | -2.1% | -$2,855 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $13.66万 | 0.11% | 1,598 | 433 | 37.2% | $3.70万 | 加仓 |
| YUM | YUM BRANDS INC COM | $13.89万 | 0.11% | 869 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $14.01万 | 0.11% | 3,151 | 3 | 0.1% | $133 | 加仓 |
| GE | GE AEROSPACE COM NEW | $14.01万 | 0.11% | 375 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $14.28万 | 0.12% | 456 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $14.47万 | 0.12% | 150 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $15.04万 | 0.12% | 540 | 0 | 0.0% | — | 不变 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $15.09万 | 0.12% | 2,959 | 19 | 0.6% | $969 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $15.13万 | 0.12% | 3,012 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $15.34万 | 0.13% | 201 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $15.38万 | 0.13% | 634 | 1 | 0.2% | $243 | 加仓 |
| — | ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $15.67万 | 0.13% | 4,133 | 2,810 | 212.4% | $10.65万 | 加仓 |
| — | ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF | $16.00万 | 0.13% | 3,033 | 1,064 | 54.0% | $5.61万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $16.60万 | 0.14% | 2,122 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $16.71万 | 0.14% | 701 | -2 | -0.3% | -$477 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $17.18万 | 0.14% | 1,560 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $17.67万 | 0.14% | 344 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $17.82万 | 0.15% | 2,377 | 3 | 0.1% | $225 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $17.97万 | 0.15% | 5,957 | -138 | -2.3% | -$4,163 | 减仓 |
| PRFD | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $18.08万 | 0.15% | 3,521 | 1 | 0.0% | $51 | 加仓 |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $18.69万 | 0.15% | 1,857 | 15 | 0.8% | $1,509 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $19.25万 | 0.16% | 684 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $19.65万 | 0.16% | 3,878 | 1 | 0.0% | $51 | 加仓 |
| QQQ | POWERSHARES QQQ TRUST ETF | $20.51万 | 0.17% | 278 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $21.64万 | 0.18% | 231 | 0 | 0.0% | — | 不变 |
| JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $21.64万 | 0.18% | 1,543 | 7 | 0.5% | $982 | 加仓 |
| DE | DEERE & CO COM | $21.81万 | 0.18% | 344 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $21.98万 | 0.18% | 183 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $22.72万 | 0.19% | 6,924 | 143 | 2.1% | $4,693 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $22.78万 | 0.19% | 1,691 | 4 | 0.2% | $539 | 加仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $24.11万 | 0.20% | 659 | 1 | 0.2% | $366 | 加仓 |
| PEP | PEPSICO INC COM | $24.14万 | 0.20% | 1,783 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC COM | $25.28万 | 0.21% | 3,343 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO COM | $26.65万 | 0.22% | 2,736 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $27.00万 | 0.22% | 1,934 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $28.31万 | 0.23% | 5,882 | 13 | 0.2% | $626 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $29.38万 | 0.24% | 11,079 | 5,704 | 106.1% | $15.13万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $30.29万 | 0.25% | 1,938 | 16 | 0.8% | $2,501 | 加仓 |
| USB | US BANCORP COM NEW | $30.33万 | 0.25% | 5,022 | 9 | 0.2% | $544 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $32.27万 | 0.26% | 2,176 | 15 | 0.7% | $2,225 | 加仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $32.52万 | 0.27% | 2,705 | 16 | 0.6% | $1,923 | 加仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $32.68万 | 0.27% | 12,385 | 116 | 0.9% | $3,061 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $35.01万 | 0.29% | 4,252 | 683 | 19.1% | $5.62万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $35.92万 | 0.29% | 4,659 | 39 | 0.8% | $3,007 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $37.31万 | 0.31% | 2,544 | -105 | -4.0% | -$1.54万 | 减仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $37.48万 | 0.31% | 2,828 | 12 | 0.4% | $1,590 | 加仓 |
| JHSC | JOHN HANCOCK MULTIFACTOR SMALL CAP ETF | $38.08万 | 0.31% | 7,842 | 13 | 0.2% | $631 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $39.39万 | 0.32% | 5,217 | -9 | -0.2% | -$680 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $39.53万 | 0.32% | 1,068 | 161 | 17.8% | $5.96万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $41.99万 | 0.34% | 11,062 | 292 | 2.7% | $1.11万 | 加仓 |