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 |
|---|---|---|---|---|---|---|---|---|
| YUM | YUM BRANDS INC COM | $13.51万 | 0.13% | 869 | -14 | -1.6% | -$2,176 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $12.09万 | 0.12% | 3,148 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $11.74万 | 0.11% | 1,798 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $11.65万 | 0.11% | 480 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $11.38万 | 0.11% | 175 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $11.05万 | 0.11% | 2,178 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $10.96万 | 0.11% | 1,165 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $10.64万 | 0.10% | 375 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $10.22万 | 0.10% | 4,754 | 25 | 0.5% | $537 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $9.83万 | 0.09% | 1,250 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $9.74万 | 0.09% | 313 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $9.64万 | 0.09% | 2,590 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $9.39万 | 0.09% | 293 | 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 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $9.20万 | 0.09% | 1,312 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $8.98万 | 0.09% | 1,165 | 1 | 0.1% | $77 | 加仓 |
| XEVTX | EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | $8.94万 | 0.09% | 3,640 | 70 | 2.0% | $1,718 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $8.81万 | 0.08% | 405 | 1 | 0.2% | $217 | 加仓 |
| SKOR | FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $8.75万 | 0.08% | 1,800 | 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 |
| INTC | INTEL CORP COM | $8.53万 | 0.08% | 1,934 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $8.49万 | 0.08% | 1,867 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $8.46万 | 0.08% | 100 | 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 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $8.39万 | 0.08% | 2,750 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $8.26万 | 0.08% | 276 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $8.12万 | 0.08% | 93 | 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 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $7.85万 | 0.08% | 201 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $7.69万 | 0.07% | 634 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $7.63万 | 0.07% | 398 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $7.51万 | 0.07% | 269 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $7.44万 | 0.07% | 105 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $7.41万 | 0.07% | 799 | -84 | -9.5% | -$7,790 | 减仓 |
| BAC | BANK OF AMER CORP COM | $7.29万 | 0.07% | 1,495 | -214 | -12.5% | -$1.04万 | 减仓 |
| — | JOHN HANCOCK PREFERRED INCOME FUND | $7.22万 | 0.07% | 4,599 | 105 | 2.3% | $1,647 | 加仓 |
| VTV | VANGUARD VALUE ETF | $7.08万 | 0.07% | 361 | 1 | 0.3% | $196 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $7.06万 | 0.07% | 900 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $7.05万 | 0.07% | 538 | 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 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $6.84万 | 0.07% | 919 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $6.80万 | 0.07% | 121 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $6.32万 | 0.06% | 467 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $6.11万 | 0.06% | 861 | 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 |
| V | VISA INC COM CL A | $6.05万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $6.02万 | 0.06% | 330 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $5.88万 | 0.06% | 150 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5.84万 | 0.06% | 645 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5.64万 | 0.05% | 930 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $5.63万 | 0.05% | 385 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $5.63万 | 0.05% | 453 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $5.39万 | 0.05% | 465 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC COM | $5.37万 | 0.05% | 918 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $5.35万 | 0.05% | 49 | -1 | -2.0% | -$1,092 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $5.32万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $5.32万 | 0.05% | 699 | -74 | -9.6% | -$5,628 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $5.26万 | 0.05% | 570 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $5.23万 | 0.05% | 253 | -30 | -10.6% | -$6,204 | 减仓 |
| ALL | ALLSTATE CORP COM | $5.18万 | 0.05% | 250 | 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 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $5.12万 | 0.05% | 815 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $5.09万 | 0.05% | 1,020 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $5.06万 | 0.05% | 2,089 | 14 | 0.7% | $339 | 加仓 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $4.98万 | 0.05% | 1,228 | 179 | 17.1% | $7,253 | 加仓 |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $4.93万 | 0.05% | 1,589 | 1,589 | — | $4.93万 | 新建仓 |
| CSCO | CISCO SYS INC | $4.93万 | 0.05% | 635 | 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 |
| JPM | JPMORGAN CHASE & CO COM | $4.65万 | 0.04% | 158 | 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 |
| VUG | VANGUARD GROWTH ETF | $4.59万 | 0.04% | 105 | 0 | 0.0% | — | 不变 |
| PPH | VANECK PHARMACEUTICAL ETF | $4.56万 | 0.04% | 439 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $4.55万 | 0.04% | 107 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $4.54万 | 0.04% | 471 | 1 | 0.2% | $96 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.47万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $4.46万 | 0.04% | 256 | -65 | -20.2% | -$1.13万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.44万 | 0.04% | 637 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP COM | $4.39万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $4.33万 | 0.04% | 588 | -207 | -26.0% | -$1.52万 | 减仓 |
| DWLD | DAVIS SELECT WORLDWIDE ETF | $4.32万 | 0.04% | 985 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $4.29万 | 0.04% | 190 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $4.25万 | 0.04% | 1,515 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $4.25万 | 0.04% | 411 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $4.22万 | 0.04% | 1,456 | 150 | 11.5% | $4,349 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $4.20万 | 0.04% | 933 | 933 | — | $4.20万 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $4.19万 | 0.04% | 1,827 | 77 | 4.4% | $1,764 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $4.04万 | 0.04% | 133 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $3.99万 | 0.04% | 250 | 0 | 0.0% | — | 不变 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $3.96万 | 0.04% | 785 | 785 | — | $3.96万 | 新建仓 |
| EXC | EXELON CORP COM | $3.96万 | 0.04% | 807 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $3.95万 | 0.04% | 97 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $3.90万 | 0.04% | 2,118 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $3.88万 | 0.04% | 236 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $3.68万 | 0.04% | 330 | -180 | -35.3% | -$2.01万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $3.65万 | 0.04% | 225 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $3.55万 | 0.03% | 168 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $3.54万 | 0.03% | 348 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $3.54万 | 0.03% | 350 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $3.53万 | 0.03% | 322 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $3.46万 | 0.03% | 40 | 0 | 0.0% | — | 不变 |