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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $673.06万 | 6.49% | 47,593 | -495 | -1.0% | -$7.00万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $499.14万 | 4.81% | 102,010 | 2,121 | 2.1% | $10.38万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $468.11万 | 4.51% | 50,727 | 5,640 | 12.5% | $52.05万 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $465.56万 | 4.49% | 99,013 | 43,642 | 78.8% | $205.21万 | 加仓 |
| AAPL | APPLE INC | $454.78万 | 4.38% | 17,919 | -521 | -2.8% | -$13.22万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $399.00万 | 3.85% | 6,677 | 572 | 9.4% | $34.18万 | 加仓 |
| DCI | DONALDSON INC COM | $336.80万 | 3.25% | 39,685 | 1 | 0.0% | $85 | 加仓 |
| WINN | HARBOR LONG-TERM GROWERS ETF | $333.53万 | 3.22% | 120,285 | 5,197 | 4.5% | $14.41万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $295.87万 | 2.85% | 77,333 | 1,587 | 2.1% | $6.07万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $284.47万 | 2.74% | 44,393 | 2,283 | 5.4% | $14.63万 | 加仓 |
| MSFT | MICROSOFT | $275.22万 | 2.65% | 7,435 | 49 | 0.7% | $1.81万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $211.11万 | 2.04% | 10,258 | 1,073 | 11.7% | $22.08万 | 加仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $179.17万 | 1.73% | 28,840 | 107 | 0.4% | $6,648 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $171.44万 | 1.65% | 37,705 | -471 | -1.2% | -$2.14万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $165.25万 | 1.59% | 6,107 | 3 | 0.0% | $812 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $162.85万 | 1.57% | 50,215 | 3,094 | 6.6% | $10.03万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $159.52万 | 1.54% | 51,995 | 4,860 | 10.3% | $14.91万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $157.36万 | 1.52% | 16,457 | -57 | -0.3% | -$5,450 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $155.92万 | 1.50% | 2,387 | -14 | -0.6% | -$9,145 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $150.86万 | 1.45% | 51,789 | 24 | 0.0% | $699 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $130.18万 | 1.26% | 46,743 | -483 | -1.0% | -$1.35万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $122.25万 | 1.18% | 30,418 | 3,147 | 11.5% | $12.65万 | 加仓 |
| MMM | 3M CO COM | $118.50万 | 1.14% | 8,159 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $105.40万 | 1.02% | 41,109 | 111 | 0.3% | $2,846 | 加仓 |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $100.39万 | 0.97% | 39,647 | 9,968 | 33.6% | $25.24万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $92.58万 | 0.89% | 5,575 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $90.23万 | 0.87% | 21,210 | 1,978 | 10.3% | $8.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $85.49万 | 0.82% | 1,784 | 5 | 0.3% | $2,396 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $79.90万 | 0.77% | 30,428 | 2,901 | 10.5% | $7.62万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $76.65万 | 0.74% | 16,639 | 86 | 0.5% | $3,962 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $76.49万 | 0.74% | 25,079 | 89 | 0.4% | $2,715 | 加仓 |
| XEL | XCEL ENERGY INC COM | $73.50万 | 0.71% | 9,252 | 158 | 1.7% | $1.26万 | 加仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $71.29万 | 0.69% | 15,377 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $68.66万 | 0.66% | 14,796 | -5 | -0.0% | -$232 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $66.45万 | 0.64% | 5,918 | 1,167 | 24.6% | $13.10万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $65.44万 | 0.63% | 6,507 | 13 | 0.2% | $1,307 | 加仓 |
| HD | HOME DEPOT | $63.91万 | 0.62% | 1,943 | 285 | 17.2% | $9.38万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $63.48万 | 0.61% | 9,933 | 713 | 7.7% | $4.56万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $61.72万 | 0.60% | 5,093 | 814 | 19.0% | $9.86万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $60.85万 | 0.59% | 20,925 | 624 | 3.1% | $1.81万 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $60.15万 | 0.58% | 6,614 | 2,322 | 54.1% | $21.12万 | 加仓 |
| — | EXXON MOBIL CORP COM | $57.95万 | 0.56% | 3,415 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $57.29万 | 0.55% | 19,428 | 3,734 | 23.8% | $11.01万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $56.72万 | 0.55% | 7,125 | -75 | -1.0% | -$5,971 | 减仓 |
| META | META PLATFORMS INC CL A | $55.11万 | 0.53% | 963 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $53.59万 | 0.52% | 2,508 | -182 | -6.8% | -$3.89万 | 减仓 |
| DINT | DAVIS SELECT INTERNATIONAL ETF | $52.99万 | 0.51% | 19,687 | 0 | 0.0% | — | 不变 |
| OAKM | OAKMARK U.S. LARGE CAP ETF | $51.43万 | 0.50% | 18,659 | 3,226 | 20.9% | $8.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $51.19万 | 0.49% | 2,094 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $50.70万 | 0.49% | 12,528 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $50.02万 | 0.48% | 7,155 | 51 | 0.7% | $3,565 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $46.07万 | 0.44% | 5,226 | -2,756 | -34.5% | -$24.30万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $46.01万 | 0.44% | 1,604 | -1 | -0.1% | -$287 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $45.79万 | 0.44% | 13,898 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $44.40万 | 0.43% | 3,018 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $41.88万 | 0.40% | 16,921 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | $39.69万 | 0.38% | 2,773 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $38.26万 | 0.37% | 2,649 | -144 | -5.2% | -$2.08万 | 减仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $38.08万 | 0.37% | 2,816 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $37.40万 | 0.36% | 1,301 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $37.37万 | 0.36% | 2,409 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $37.06万 | 0.36% | 10,770 | 5,942 | 123.1% | $20.45万 | 加仓 |
| JHSC | JOHN HANCOCK MULTIFACTOR SMALL CAP ETF | $33.58万 | 0.32% | 7,829 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $32.24万 | 0.31% | 12,269 | 12,269 | — | $32.24万 | 新建仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $32.14万 | 0.31% | 2,689 | -75 | -2.7% | -$8,963 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $31.20万 | 0.30% | 4,620 | -60 | -1.3% | -$4,052 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $29.11万 | 0.28% | 907 | 9 | 1.0% | $2,888 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $29.10万 | 0.28% | 1,922 | 14 | 0.7% | $2,120 | 加仓 |
| GGG | GRACO INC COM | $28.30万 | 0.27% | 3,343 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $27.69万 | 0.27% | 1,783 | -24 | -1.3% | -$3,727 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $27.43万 | 0.26% | 5,869 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $26.86万 | 0.26% | 2,161 | 1 | 0.0% | $124 | 加仓 |
| USB | US BANCORP COM NEW | $26.07万 | 0.25% | 5,013 | 13 | 0.3% | $676 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $25.99万 | 0.25% | 8,232 | 4,305 | 109.6% | $13.59万 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $25.60万 | 0.25% | 3,569 | 1,465 | 69.6% | $10.51万 | 加仓 |
| TTC | TORO CO COM | $25.57万 | 0.25% | 2,736 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $23.05万 | 0.22% | 231 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $21.60万 | 0.21% | 6,095 | 6,095 | — | $21.60万 | 新建仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $20.22万 | 0.19% | 6,781 | 15 | 0.2% | $447 | 加仓 |
| JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $19.99万 | 0.19% | 1,536 | 7 | 0.5% | $911 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $19.90万 | 0.19% | 658 | 0 | 0.0% | — | 不变 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $19.77万 | 0.19% | 1,687 | 4 | 0.2% | $469 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $19.71万 | 0.19% | 3,877 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $19.36万 | 0.19% | 344 | -12 | -3.4% | -$6,755 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $18.39万 | 0.18% | 2,122 | 0 | 0.0% | — | 不变 |
| PRFD | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $17.84万 | 0.17% | 3,520 | -927 | -20.8% | -$4.70万 | 减仓 |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $17.21万 | 0.17% | 1,842 | 20 | 1.1% | $1,869 | 加仓 |
| MA | MASTERCARD INC | $17.19万 | 0.17% | 344 | -11 | -3.1% | -$5,496 | 减仓 |
| LLY | ELI LILLY & CO COM | $16.85万 | 0.16% | 183 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES | $16.59万 | 0.16% | 684 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $16.24万 | 0.16% | 456 | -53 | -10.4% | -$1.89万 | 减仓 |
| QQQ | POWERSHARES QQQ TRUST ETF | $16.07万 | 0.15% | 278 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $15.95万 | 0.15% | 1,560 | 1 | 0.1% | $102 | 加仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $15.93万 | 0.15% | 2,374 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $15.04万 | 0.15% | 3,012 | -1,135 | -27.4% | -$5.67万 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $14.99万 | 0.14% | 2,940 | 2,940 | — | $14.99万 | 新建仓 |
| AMZN | AMAZON.COM INC | $14.64万 | 0.14% | 703 | -42 | -5.6% | -$8,747 | 减仓 |
| ECL | ECOLAB INC COM | $14.36万 | 0.14% | 540 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $14.08万 | 0.14% | 5,375 | 3,262 | 154.4% | $8.55万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $13.53万 | 0.13% | 633 | -249 | -28.2% | -$5.32万 | 减仓 |