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 |
|---|---|---|---|---|---|---|---|---|
| — | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | $42.13万 | 0.34% | 2,773 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $44.23万 | 0.36% | 3,018 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $45.37万 | 0.37% | 2,412 | 3 | 0.1% | $564 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $46.45万 | 0.38% | 1,300 | -1 | -0.1% | -$357 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $46.70万 | 0.38% | 3,415 | 3,415 | — | $46.70万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $47.65万 | 0.39% | 17,202 | 281 | 1.7% | $7,784 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $49.85万 | 0.41% | 1,963 | -131 | -6.3% | -$3.33万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $50.46万 | 0.41% | 13,915 | 17 | 0.1% | $616 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $50.97万 | 0.42% | 13,606 | 5,374 | 65.3% | $20.13万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $53.36万 | 0.44% | 12,528 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $54.26万 | 0.44% | 963 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $54.61万 | 0.45% | 7,220 | 65 | 0.9% | $4,917 | 加仓 |
| DINT | DAVIS SELECT INTERNATIONAL ETF | $56.11万 | 0.46% | 19,687 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $56.63万 | 0.46% | 1,603 | -1 | -0.1% | -$353 | 减仓 |
| WFC | WELLS FARGO & CO COM | $58.88万 | 0.48% | 7,125 | 0 | 0.0% | — | 不变 |
| OAKM | OAKMARK U.S. LARGE CAP ETF | $64.26万 | 0.53% | 22,812 | 4,153 | 22.3% | $11.70万 | 加仓 |
| FAST | FASTENAL CO | $67.17万 | 0.55% | 13,984 | -812 | -5.5% | -$3.90万 | 减仓 |
| HD | HOME DEPOT | $68.54万 | 0.56% | 1,943 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $71.70万 | 0.59% | 8,929 | -323 | -3.5% | -$2.59万 | 减仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $75.10万 | 0.61% | 15,465 | 88 | 0.6% | $4,273 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $75.47万 | 0.62% | 7,486 | 979 | 15.0% | $9.87万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $79.76万 | 0.65% | 22,076 | 1,151 | 5.5% | $4.16万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $81.20万 | 0.66% | 12,016 | 2,083 | 21.0% | $14.08万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $85.01万 | 0.70% | 6,428 | 510 | 8.6% | $6.74万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $85.10万 | 0.70% | 5,977 | 884 | 17.4% | $12.59万 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $86.99万 | 0.71% | 7,431 | 817 | 12.4% | $9.56万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $87.60万 | 0.72% | 25,166 | 87 | 0.3% | $3,028 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $89.52万 | 0.73% | 1,789 | 5 | 0.3% | $2,502 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $91.91万 | 0.75% | 4,880 | -695 | -12.5% | -$13.09万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $94.77万 | 0.78% | 20,579 | 3,940 | 23.7% | $18.14万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $107.25万 | 0.88% | 2,475 | -33 | -1.3% | -$1.43万 | 减仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $111.54万 | 0.91% | 42,606 | 12,178 | 40.0% | $31.88万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $112.45万 | 0.92% | 32,481 | 13,053 | 67.2% | $45.19万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $117.43万 | 0.96% | 23,829 | 2,619 | 12.3% | $12.91万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $121.30万 | 0.99% | 41,217 | 108 | 0.3% | $3,178 | 加仓 |
| MMM | 3M CO COM | $129.66万 | 1.06% | 8,008 | -151 | -1.9% | -$2.44万 | 减仓 |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $131.33万 | 1.07% | 50,804 | 11,157 | 28.1% | $28.84万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $145.82万 | 1.19% | 46,888 | 145 | 0.3% | $4,510 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $175.33万 | 1.43% | 51,813 | 24 | 0.0% | $812 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $178.05万 | 1.46% | 17,319 | 862 | 5.2% | $8.86万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $179.54万 | 1.47% | 2,397 | 10 | 0.4% | $7,490 | 加仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $185.68万 | 1.52% | 29,577 | 737 | 2.6% | $4.63万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $195.76万 | 1.60% | 41,474 | 11,056 | 36.3% | $52.18万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $197.82万 | 1.62% | 62,385 | 10,390 | 20.0% | $32.95万 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $200.77万 | 1.64% | 52,750 | 2,535 | 5.0% | $9.65万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $211.82万 | 1.73% | 38,731 | 1,026 | 2.7% | $5.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $240.66万 | 1.97% | 5,790 | -317 | -5.2% | -$13.18万 | 减仓 |
| MSFT | MICROSOFT | $277.32万 | 2.27% | 7,435 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $314.31万 | 2.57% | 12,766 | 2,508 | 24.4% | $61.75万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $327.51万 | 2.68% | 82,537 | 5,204 | 6.7% | $20.65万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $340.63万 | 2.79% | 47,807 | 3,414 | 7.7% | $24.33万 | 加仓 |
| DCI | DONALDSON INC COM | $354.32万 | 2.90% | 39,469 | -216 | -0.5% | -$1.94万 | 减仓 |
| WINN | HARBOR LONG-TERM GROWERS ETF | $414.44万 | 3.39% | 127,636 | 7,351 | 6.1% | $23.87万 | 加仓 |
| AAPL | APPLE INC | $496.94万 | 4.06% | 17,174 | -745 | -4.2% | -$21.56万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $517.43万 | 4.23% | 7,534 | 857 | 12.8% | $58.86万 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $560.79万 | 4.59% | 100,267 | 1,254 | 1.3% | $7.01万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $566.34万 | 4.63% | 107,344 | 5,334 | 5.2% | $28.14万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $568.16万 | 4.65% | 61,616 | 10,889 | 21.5% | $100.41万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $789.71万 | 6.46% | 48,250 | 657 | 1.4% | $10.75万 | 加仓 |