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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $15.13万 | 0.12% | 3,012 | 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 |
| ECL | ECOLAB INC COM | $15.04万 | 0.12% | 540 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $14.47万 | 0.12% | 150 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $14.28万 | 0.12% | 456 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $14.01万 | 0.11% | 375 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $14.01万 | 0.11% | 3,151 | 3 | 0.1% | $133 | 加仓 |
| YUM | YUM BRANDS INC COM | $13.89万 | 0.11% | 869 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $13.66万 | 0.11% | 1,598 | 433 | 37.2% | $3.70万 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $13.59万 | 0.11% | 1,761 | -37 | -2.1% | -$2,855 | 减仓 |
| INCY | INCYTE CORP | $13.21万 | 0.11% | 1,165 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $13.09万 | 0.11% | 175 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $13.06万 | 0.11% | 480 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $12.24万 | 0.10% | 2,178 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $12.05万 | 0.10% | 2,654 | 1,426 | 116.1% | $6.48万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $11.40万 | 0.09% | 4,815 | 61 | 1.3% | $1,445 | 加仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $11.30万 | 0.09% | 2,117 | 1,332 | 169.7% | $7.11万 | 加仓 |
| CAT | CATERPILLAR INC COM | $11.20万 | 0.09% | 105 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $10.93万 | 0.09% | 93 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $10.83万 | 0.09% | 1,250 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $10.59万 | 0.09% | 3,611 | 2,022 | 127.2% | $5.93万 | 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 |
| XEVTX | EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | $10.20万 | 0.08% | 3,685 | 45 | 1.2% | $1,246 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.11万 | 0.08% | 100 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $10.09万 | 0.08% | 293 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $9.88万 | 0.08% | 406 | 1 | 0.2% | $243 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $9.69万 | 0.08% | 2,750 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $9.53万 | 0.08% | 277 | 1 | 0.4% | $344 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $9.43万 | 0.08% | 2,102 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $9.33万 | 0.08% | 1,867 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $9.01万 | 0.07% | 2,590 | 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 |
| BAC | BANK OF AMER CORP COM | $8.52万 | 0.07% | 1,495 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $8.47万 | 0.07% | 314 | 1 | 0.3% | $270 | 加仓 |
| TGT | TARGET CORP COM | $8.29万 | 0.07% | 634 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $8.25万 | 0.07% | 467 | 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 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $8.00万 | 0.07% | 3,612 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $7.90万 | 0.06% | 363 | 2 | 0.6% | $435 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $7.72万 | 0.06% | 800 | 1 | 0.1% | $97 | 加仓 |
| EMR | EMERSON ELEC CO COM | $7.70万 | 0.06% | 538 | 0 | 0.0% | — | 不变 |
| — | JOHN HANCOCK PREFERRED INCOME FUND | $7.63万 | 0.06% | 4,704 | 105 | 2.3% | $1,702 | 加仓 |
| CSCO | CISCO SYS INC | $7.46万 | 0.06% | 635 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $7.07万 | 0.06% | 863 | 2 | 0.2% | $164 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $7.01万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $6.84万 | 0.06% | 1,352 | 332 | 32.5% | $1.68万 | 加仓 |
| V | VISA INC COM CL A | $6.83万 | 0.06% | 199 | -1 | -0.5% | -$343 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $6.82万 | 0.06% | 462 | 2 | 0.4% | $295 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $6.68万 | 0.05% | 269 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $6.67万 | 0.05% | 49 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $6.62万 | 0.05% | 330 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $6.37万 | 0.05% | 121 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $6.33万 | 0.05% | 656 | 11 | 1.7% | $1,062 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $6.19万 | 0.05% | 808 | -111 | -12.1% | -$8,501 | 减仓 |
| ALL | ALLSTATE CORP COM | $5.95万 | 0.05% | 250 | 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 |
| GAM | GENERAL AMERN INVS CO INC COM | $5.85万 | 0.05% | 918 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $5.68万 | 0.05% | 699 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5.59万 | 0.05% | 1,269 | 11 | 0.9% | $484 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $5.48万 | 0.04% | 469 | 4 | 0.9% | $468 | 加仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $5.43万 | 0.04% | 631 | 1 | 0.2% | $86 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5.36万 | 0.04% | 930 | 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 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $5.25万 | 0.04% | 570 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $5.17万 | 0.04% | 158 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $5.13万 | 0.04% | 453 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $5.12万 | 0.04% | 256 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $5.11万 | 0.04% | 815 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $5.11万 | 0.04% | 2,111 | 22 | 1.1% | $533 | 加仓 |
| AVSE | AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF | $4.97万 | 0.04% | 607 | 129 | 27.0% | $1.06万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $4.93万 | 0.04% | 236 | 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 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $4.86万 | 0.04% | 933 | 0 | 0.0% | — | 不变 |
| PPH | VANECK PHARMACEUTICAL ETF | $4.84万 | 0.04% | 442 | 3 | 0.7% | $328 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $4.81万 | 0.04% | 583 | 1 | 0.2% | $83 | 加仓 |
| DWLD | DAVIS SELECT WORLDWIDE ETF | $4.55万 | 0.04% | 985 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $4.53万 | 0.04% | 471 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $4.51万 | 0.04% | 133 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP COM | $4.50万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.49万 | 0.04% | 385 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.45万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF | $4.37万 | 0.04% | 932 | 300 | 47.5% | $1.41万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $4.34万 | 0.04% | 591 | 3 | 0.5% | $220 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.32万 | 0.04% | 522 | -115 | -18.1% | -$9,522 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $4.32万 | 0.04% | 106 | -1 | -0.9% | -$407 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $4.21万 | 0.03% | 412 | 1 | 0.2% | $102 | 加仓 |
| ENB | ENBRIDGE INC COM | $4.20万 | 0.03% | 775 | 389 | 100.8% | $2.11万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $4.20万 | 0.03% | 191 | -207 | -52.0% | -$4.55万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $4.19万 | 0.03% | 253 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $4.16万 | 0.03% | 1,827 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $4.11万 | 0.03% | 242 | 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 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $3.99万 | 0.03% | 260 | 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 |
| CMI | CUMMINS INC COM | $3.95万 | 0.03% | 55 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $3.89万 | 0.03% | 105 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $3.79万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $3.78万 | 0.03% | 322 | 0 | 0.0% | — | 不变 |
| — | FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | $3.77万 | 0.03% | 883 | 3 | 0.3% | $128 | 加仓 |
| EXC | EXELON CORP COM | $3.76万 | 0.03% | 807 | 0 | 0.0% | — | 不变 |