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 |
|---|---|---|---|---|---|---|---|---|
| WCN | WASTE CONNECTIONS INC COM | $3.75万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $3.68万 | 0.03% | 168 | 1 | 0.6% | $219 | 加仓 |
| PFE | PFIZER INC COM | $3.65万 | 0.03% | 1,515 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $3.56万 | 0.03% | 441 | 25 | 6.0% | $2,016 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $3.44万 | 0.03% | 228 | 228 | — | $3.44万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $3.35万 | 0.03% | 176 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $3.32万 | 0.03% | 403 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $3.32万 | 0.03% | 179 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $3.18万 | 0.03% | 201 | 66 | 48.9% | $1.04万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $3.16万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $3.14万 | 0.03% | 1,218 | 2 | 0.2% | $51 | 加仓 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $3.04万 | 0.02% | 584 | 2 | 0.3% | $104 | 加仓 |
| MCK | MCKESSON CORP COM | $3.02万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $2.98万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $2.96万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $2.95万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $2.83万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $2.82万 | 0.02% | 71 | -1 | -1.4% | -$397 | 减仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $2.82万 | 0.02% | 434 | 2 | 0.5% | $130 | 加仓 |
| HEI | HEICO CORP NEW COM | $2.71万 | 0.02% | 76 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $2.70万 | 0.02% | 1,306 | -150 | -10.3% | -$3,106 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $2.57万 | 0.02% | 41 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $2.56万 | 0.02% | 116 | 1 | 0.9% | $221 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.51万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $2.49万 | 0.02% | 110 | -58 | -34.5% | -$1.31万 | 减仓 |
| VALE | VALE S A SPONSORED ADS | $2.44万 | 0.02% | 1,620 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $2.43万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $2.36万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $2.35万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $2.33万 | 0.02% | 195 | 3 | 1.6% | $358 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $2.31万 | 0.02% | 63 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $2.26万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.22万 | 0.02% | 666 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INC | $2.21万 | 0.02% | 151 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $2.20万 | 0.02% | 470 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2.17万 | 0.02% | 139 | 139 | — | $2.17万 | 新建仓 |
| HON | HONEYWELL INTL INC | $2.13万 | 0.02% | 95 | -95 | -50.0% | -$2.13万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $2.12万 | 0.02% | 170 | -160 | -48.5% | -$2.00万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $2.10万 | 0.02% | 95 | 95 | — | $2.10万 | 新建仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $2.04万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $1.92万 | 0.02% | 436 | 436 | — | $1.92万 | 新建仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1.92万 | 0.02% | 520 | 5 | 1.0% | $184 | 加仓 |
| PPL | PPL CORP COM | $1.82万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1.75万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $1.71万 | 0.01% | 296 | 5 | 1.7% | $288 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $1.62万 | 0.01% | 45 | -1 | -2.2% | -$359 | 减仓 |
| CRM | SALESFORCE INC COM | $1.61万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| RBA | RITCHIE BROS AUCTIONEERS | $1.61万 | 0.01% | 138 | -1 | -0.7% | -$116 | 减仓 |
| SNPS | SYNOPSYS INC COM | $1.61万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $1.58万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $1.50万 | 0.01% | 307 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $1.50万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $1.49万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $1.47万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING CORP DEL | $1.43万 | 0.01% | 1,357 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $1.42万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $1.39万 | 0.01% | 33 | -1 | -2.9% | -$421 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.38万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.37万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1.34万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $1.32万 | 0.01% | 377 | 4 | 1.1% | $140 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1.32万 | 0.01% | 286 | -1,212 | -80.9% | -$5.60万 | 减仓 |
| INTU | INTUIT COM | $1.30万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC COM | $1.27万 | 0.01% | 24 | -1 | -4.0% | -$530 | 减仓 |
| NOW | SERVICENOW INC COM | $1.25万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $1.22万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $1.19万 | 0.01% | 67 | -1 | -1.5% | -$177 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.17万 | 0.01% | 123 | 2 | 1.7% | $190 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1.13万 | 0.01% | 166 | -668 | -80.1% | -$4.55万 | 减仓 |
| PIPR | PIPER JAFFRAY COS | $1.07万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.05万 | 0.01% | 103 | -82 | -44.3% | -$8,354 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.04万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $1.03万 | 0.01% | 399 | -3 | -0.7% | -$77 | 减仓 |
| CTAS | CINTAS CORP COM | $1.00万 | 0.01% | 59 | -1 | -1.7% | -$170 | 减仓 |
| FIVE | FIVE BELOW INC COM | $9,888 | 0.01% | 55 | -1 | -1.8% | -$180 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $9,833 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $9,515 | 0.01% | 53 | -1 | -1.9% | -$180 | 减仓 |
| — | CAMBRIA GLOBAL ASSET ALLOCATION ETF | $9,405 | 0.01% | 274 | 2 | 0.7% | $69 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $9,137 | 0.01% | 57 | -1 | -1.7% | -$160 | 减仓 |
| ODD | ODDITY TECH LTD SHS CL A | $8,972 | 0.01% | 593 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $8,966 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $8,876 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $8,868 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8,831 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $8,822 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| — | OAKMARK GLOBAL LARGE CAP ETF | $8,799 | 0.01% | 350 | 25 | 7.7% | $628 | 加仓 |
| SBUX | STARBUCKS CORP COM | $8,788 | 0.01% | 86 | -1 | -1.1% | -$102 | 减仓 |
| WSO | WATSCO INC COM | $8,751 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $8,732 | 0.01% | 319 | 4 | 1.3% | $109 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $8,677 | 0.01% | 116 | 1 | 0.9% | $75 | 加仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $8,624 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $8,568 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $8,363 | 0.01% | 7 | -1 | -12.5% | -$1,195 | 减仓 |
| ROL | ROLLINS INC COM | $8,265 | 0.01% | 198 | -2 | -1.0% | -$83 | 减仓 |
| CLFD | CLEARFIELD INC COM | $7,958 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $7,856 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SER TR S&P DIVID ETF | $7,650 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER HLDGS INC | $7,585 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $7,256 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $6,573 | 0.01% | 54 | 0 | 0.0% | — | 不变 |