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 |
|---|---|---|---|---|---|---|---|---|
| PNR | PENTAIR PLC SHS | $6,439 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $6,229 | 0.01% | 15 | -1 | -6.2% | -$415 | 减仓 |
| CSGP | COSTAR GRP INC | $6,117 | 0.01% | 216 | -1 | -0.5% | -$28 | 减仓 |
| — | GRAYSCALE BITCOIN COVERED CALL ETF | $5,861 | 0.00% | 470 | 51 | 12.2% | $636 | 加仓 |
| SAP | SAP SE SPON ADR | $5,702 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $5,592 | 0.00% | 54 | 1 | 1.9% | $104 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $5,444 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $5,048 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4,993 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC COM | $4,907 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $4,430 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $4,345 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC CL A | $4,333 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $4,330 | 0.00% | 149 | 10 | 7.2% | $291 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $4,181 | 0.00% | 70 | 26 | 59.1% | $1,553 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4,164 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $4,141 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP COM | $4,043 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $3,627 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $3,535 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $3,312 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3,308 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $3,301 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $3,188 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $2,970 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $2,951 | 0.00% | 31 | -155 | -83.3% | -$1.48万 | 减仓 |
| ECHO | ECHOSTAR HOLDING CORP | $2,842 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2,687 | 0.00% | 31 | -65 | -67.7% | -$5,634 | 减仓 |
| HPQ | HP INC COM | $2,485 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $2,430 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $2,300 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A COM | $2,228 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2,128 | 0.00% | 10 | 10 | — | $2,128 | 新建仓 |
| INSP | INSPIRE MED SYS INC COM | $1,784 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $1,753 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $1,675 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $1,637 | 0.00% | 31 | -113 | -78.5% | -$5,967 | 减仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $1,387 | 0.00% | 28 | 28 | — | $1,387 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $1,386 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $1,368 | 0.00% | 15 | 15 | — | $1,368 | 新建仓 |
| C | CITIGROUP INC | $1,260 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $1,014 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $960 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $923 | 0.00% | 23 | 23 | — | $923 | 新建仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $810 | 0.00% | 15 | 15 | — | $810 | 新建仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $750 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| USAS | AMERICAS GOLD AND SILVER CORP COM NEW | $576 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $407 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $253 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $246 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $180 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $6 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,415 | -100.0% | -$57.95万 | 清仓 |
| — | MICROVISION INC DEL COM NEW | $0 | 0.00% | 0 | -21,500 | -100.0% | -$1.38万 | 清仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $0 | 0.00% | 0 | -48 | -100.0% | -$8,708 | 清仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$3,288 | 清仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $0 | 0.00% | 0 | -71 | -100.0% | -$3,017 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -120 | -100.0% | -$1,574 | 清仓 |
| — | ENHABIT INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$282 | 清仓 |