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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC COM NEW | $3.46万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $3.43万 | 0.03% | 105 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $3.40万 | 0.03% | 167 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $3.34万 | 0.03% | 176 | -1 | -0.6% | -$190 | 减仓 |
| SYK | STRYKER CORPORATION COM | $3.29万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $3.24万 | 0.03% | 260 | 0 | 0.0% | — | 不变 |
| AVSE | AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF | $3.18万 | 0.03% | 478 | 478 | — | $3.18万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $3.18万 | 0.03% | 41 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $3.14万 | 0.03% | 1,216 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $2.99万 | 0.03% | 104 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $2.98万 | 0.03% | 55 | 0 | 0.0% | — | 不变 |
| — | FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | $2.88万 | 0.03% | 880 | 1 | 0.1% | $33 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $2.86万 | 0.03% | 242 | -149 | -38.1% | -$1.76万 | 减仓 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $2.83万 | 0.03% | 375 | -375 | -50.0% | -$2.83万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $2.80万 | 0.03% | 403 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $2.72万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $2.64万 | 0.03% | 582 | 1 | 0.2% | $45 | 加仓 |
| VALE | VALE S A SPONSORED ADS | $2.58万 | 0.02% | 1,620 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.56万 | 0.02% | 666 | 0 | 0.0% | — | 不变 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $2.54万 | 0.02% | 432 | 3 | 0.7% | $176 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.46万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $2.40万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $2.31万 | 0.02% | 179 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $2.29万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $2.25万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $2.19万 | 0.02% | 115 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $2.18万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $2.18万 | 0.02% | 470 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $2.16万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $2.09万 | 0.02% | 386 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $2.08万 | 0.02% | 76 | -23 | -23.2% | -$6,307 | 减仓 |
| AGIX | KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $2.07万 | 0.02% | 632 | 632 | — | $2.07万 | 新建仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $2.05万 | 0.02% | 350 | -350 | -50.0% | -$2.05万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $2.00万 | 0.02% | 63 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2.00万 | 0.02% | 135 | 135 | — | $2.00万 | 新建仓 |
| JCI | JOHNSON CTLS INC | $1.98万 | 0.02% | 151 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $1.92万 | 0.02% | 103 | -1 | -1.0% | -$187 | 减仓 |
| EBAY | EBAY INC. COM | $1.92万 | 0.02% | 211 | -30 | -12.4% | -$2,731 | 减仓 |
| PPL | PPL CORP COM | $1.91万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $1.86万 | 0.02% | 704 | -12 | -1.7% | -$317 | 减仓 |
| MBB | ISHARES MBS ETF | $1.77万 | 0.02% | 186 | -203 | -52.2% | -$1.93万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1.75万 | 0.02% | 515 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $1.70万 | 0.02% | 157 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.70万 | 0.02% | 24 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.61万 | 0.02% | 47 | 12 | 34.3% | $4,109 | 加仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $1.61万 | 0.02% | 291 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $1.57万 | 0.02% | 284 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.46万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $1.45万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $1.44万 | 0.01% | 307 | 307 | — | $1.44万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $1.43万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $1.43万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $1.39万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL COM NEW | $1.38万 | 0.01% | 21,500 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING CORP DEL | $1.35万 | 0.01% | 1,357 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1.34万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| RBA | RITCHIE BROS AUCTIONEERS | $1.33万 | 0.01% | 139 | -2 | -1.4% | -$192 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.32万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $1.32万 | 0.01% | 126 | 21 | 20.0% | $2,196 | 加仓 |
| FIVE | FIVE BELOW INC COM | $1.28万 | 0.01% | 56 | -1 | -1.8% | -$228 | 减仓 |
| TSLA | TESLA INC COM | $1.26万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $1.26万 | 0.01% | 373 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $1.20万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC COM | $1.20万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $1.19万 | 0.01% | 68 | -1 | -1.4% | -$176 | 减仓 |
| ENSG | ENSIGN GROUP INC COM | $1.17万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $1.15万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $1.15万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1.14万 | 0.01% | 102 | -13 | -11.3% | -$1,457 | 减仓 |
| PIPR | PIPER JAFFRAY COS | $1.13万 | 0.01% | 148 | 111 | 300.0% | $8,497 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $1.07万 | 0.01% | 49 | -3 | -5.8% | -$656 | 减仓 |
| ROL | ROLLINS INC COM | $1.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.05万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $1.02万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.02万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $1.01万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $9,653 | 0.01% | 175 | -175 | -50.0% | -$9,653 | 减仓 |
| — | CAMBRIA GLOBAL ASSET ALLOCATION ETF | $9,099 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $9,090 | 0.01% | 375 | -375 | -50.0% | -$9,090 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $8,962 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8,805 | 0.01% | 89 | 1 | 1.1% | $99 | 加仓 |
| CSGP | COSTAR GRP INC | $8,754 | 0.01% | 217 | -3 | -1.4% | -$121 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $8,708 | 0.01% | 48 | -51 | -51.5% | -$9,252 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $8,607 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $8,540 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $8,428 | 0.01% | 17 | 17 | — | $8,428 | 新建仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $8,427 | 0.01% | 115 | 115 | — | $8,427 | 新建仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $8,322 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $8,269 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER HLDGS INC | $7,966 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| ODD | ODDITY TECH LTD SHS CL A | $7,934 | 0.01% | 593 | 0 | 0.0% | — | 不变 |
| — | OAKMARK GLOBAL LARGE CAP ETF | $7,884 | 0.01% | 325 | 325 | — | $7,884 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $7,794 | 0.01% | 87 | -1 | -1.1% | -$90 | 减仓 |
| WSO | WATSCO INC COM | $7,640 | 0.01% | 21 | 21 | — | $7,640 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC COM | $7,517 | 0.01% | 22 | -1 | -4.3% | -$342 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $7,478 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $7,416 | 0.01% | 110 | -8 | -6.8% | -$539 | 减仓 |
| PNR | PENTAIR PLC SHS | $7,317 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $7,309 | 0.01% | 25 | 25 | — | $7,309 | 新建仓 |
| SDY | SPDR SER TR S&P DIVID ETF | $7,290 | 0.01% | 50 | 0 | 0.0% | — | 不变 |