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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $789.71万 | 6.46% | 48,250 | 657 | 1.4% | $10.75万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $568.16万 | 4.65% | 61,616 | 10,889 | 21.5% | $100.41万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $566.34万 | 4.63% | 107,344 | 5,334 | 5.2% | $28.14万 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $560.79万 | 4.59% | 100,267 | 1,254 | 1.3% | $7.01万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $517.43万 | 4.23% | 7,534 | 857 | 12.8% | $58.86万 | 加仓 |
| AAPL | APPLE INC | $496.94万 | 4.06% | 17,174 | -745 | -4.2% | -$21.56万 | 减仓 |
| WINN | HARBOR LONG-TERM GROWERS ETF | $414.44万 | 3.39% | 127,636 | 7,351 | 6.1% | $23.87万 | 加仓 |
| DCI | DONALDSON INC COM | $354.32万 | 2.90% | 39,469 | -216 | -0.5% | -$1.94万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $340.63万 | 2.79% | 47,807 | 3,414 | 7.7% | $24.33万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $327.51万 | 2.68% | 82,537 | 5,204 | 6.7% | $20.65万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $314.31万 | 2.57% | 12,766 | 2,508 | 24.4% | $61.75万 | 加仓 |
| MSFT | MICROSOFT | $277.32万 | 2.27% | 7,435 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $240.66万 | 1.97% | 5,790 | -317 | -5.2% | -$13.18万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $211.82万 | 1.73% | 38,731 | 1,026 | 2.7% | $5.61万 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $200.77万 | 1.64% | 52,750 | 2,535 | 5.0% | $9.65万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $197.82万 | 1.62% | 62,385 | 10,390 | 20.0% | $32.95万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $195.76万 | 1.60% | 41,474 | 11,056 | 36.3% | $52.18万 | 加仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $185.68万 | 1.52% | 29,577 | 737 | 2.6% | $4.63万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $179.54万 | 1.47% | 2,397 | 10 | 0.4% | $7,490 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $178.05万 | 1.46% | 17,319 | 862 | 5.2% | $8.86万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $175.33万 | 1.43% | 51,813 | 24 | 0.0% | $812 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $145.82万 | 1.19% | 46,888 | 145 | 0.3% | $4,510 | 加仓 |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $131.33万 | 1.07% | 50,804 | 11,157 | 28.1% | $28.84万 | 加仓 |
| MMM | 3M CO COM | $129.66万 | 1.06% | 8,008 | -151 | -1.9% | -$2.44万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $121.30万 | 0.99% | 41,217 | 108 | 0.3% | $3,178 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $117.43万 | 0.96% | 23,829 | 2,619 | 12.3% | $12.91万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $112.45万 | 0.92% | 32,481 | 13,053 | 67.2% | $45.19万 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $111.54万 | 0.91% | 42,606 | 12,178 | 40.0% | $31.88万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $107.25万 | 0.88% | 2,475 | -33 | -1.3% | -$1.43万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $94.77万 | 0.78% | 20,579 | 3,940 | 23.7% | $18.14万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $91.91万 | 0.75% | 4,880 | -695 | -12.5% | -$13.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $89.52万 | 0.73% | 1,789 | 5 | 0.3% | $2,502 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $87.60万 | 0.72% | 25,166 | 87 | 0.3% | $3,028 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $86.99万 | 0.71% | 7,431 | 817 | 12.4% | $9.56万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $85.10万 | 0.70% | 5,977 | 884 | 17.4% | $12.59万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $85.01万 | 0.70% | 6,428 | 510 | 8.6% | $6.74万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $81.20万 | 0.66% | 12,016 | 2,083 | 21.0% | $14.08万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $79.76万 | 0.65% | 22,076 | 1,151 | 5.5% | $4.16万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $75.47万 | 0.62% | 7,486 | 979 | 15.0% | $9.87万 | 加仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $75.10万 | 0.61% | 15,465 | 88 | 0.6% | $4,273 | 加仓 |
| XEL | XCEL ENERGY INC COM | $71.70万 | 0.59% | 8,929 | -323 | -3.5% | -$2.59万 | 减仓 |
| HD | HOME DEPOT | $68.54万 | 0.56% | 1,943 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $67.17万 | 0.55% | 13,984 | -812 | -5.5% | -$3.90万 | 减仓 |
| OAKM | OAKMARK U.S. LARGE CAP ETF | $64.26万 | 0.53% | 22,812 | 4,153 | 22.3% | $11.70万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $58.88万 | 0.48% | 7,125 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $56.63万 | 0.46% | 1,603 | -1 | -0.1% | -$353 | 减仓 |
| DINT | DAVIS SELECT INTERNATIONAL ETF | $56.11万 | 0.46% | 19,687 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $54.61万 | 0.45% | 7,220 | 65 | 0.9% | $4,917 | 加仓 |
| META | META PLATFORMS INC CL A | $54.26万 | 0.44% | 963 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $53.36万 | 0.44% | 12,528 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $50.97万 | 0.42% | 13,606 | 5,374 | 65.3% | $20.13万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $50.46万 | 0.41% | 13,915 | 17 | 0.1% | $616 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $49.85万 | 0.41% | 1,963 | -131 | -6.3% | -$3.33万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $47.65万 | 0.39% | 17,202 | 281 | 1.7% | $7,784 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $46.70万 | 0.38% | 3,415 | 3,415 | — | $46.70万 | 新建仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $46.45万 | 0.38% | 1,300 | -1 | -0.1% | -$357 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $45.37万 | 0.37% | 2,412 | 3 | 0.1% | $564 | 加仓 |
| ORCL | ORACLE CORPORATION | $44.23万 | 0.36% | 3,018 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | $42.13万 | 0.34% | 2,773 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $41.99万 | 0.34% | 11,062 | 292 | 2.7% | $1.11万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $39.53万 | 0.32% | 1,068 | 161 | 17.8% | $5.96万 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $39.39万 | 0.32% | 5,217 | -9 | -0.2% | -$680 | 减仓 |
| JHSC | JOHN HANCOCK MULTIFACTOR SMALL CAP ETF | $38.08万 | 0.31% | 7,842 | 13 | 0.2% | $631 | 加仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $37.48万 | 0.31% | 2,828 | 12 | 0.4% | $1,590 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $37.31万 | 0.31% | 2,544 | -105 | -4.0% | -$1.54万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $35.92万 | 0.29% | 4,659 | 39 | 0.8% | $3,007 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $35.01万 | 0.29% | 4,252 | 683 | 19.1% | $5.62万 | 加仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $32.68万 | 0.27% | 12,385 | 116 | 0.9% | $3,061 | 加仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $32.52万 | 0.27% | 2,705 | 16 | 0.6% | $1,923 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $32.27万 | 0.26% | 2,176 | 15 | 0.7% | $2,225 | 加仓 |
| USB | US BANCORP COM NEW | $30.33万 | 0.25% | 5,022 | 9 | 0.2% | $544 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $30.29万 | 0.25% | 1,938 | 16 | 0.8% | $2,501 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $29.38万 | 0.24% | 11,079 | 5,704 | 106.1% | $15.13万 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $28.31万 | 0.23% | 5,882 | 13 | 0.2% | $626 | 加仓 |
| INTC | INTEL CORP COM | $27.00万 | 0.22% | 1,934 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO COM | $26.65万 | 0.22% | 2,736 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC COM | $25.28万 | 0.21% | 3,343 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $24.14万 | 0.20% | 1,783 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $24.11万 | 0.20% | 659 | 1 | 0.2% | $366 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $22.78万 | 0.19% | 1,691 | 4 | 0.2% | $539 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $22.72万 | 0.19% | 6,924 | 143 | 2.1% | $4,693 | 加仓 |
| LLY | ELI LILLY & CO COM | $21.98万 | 0.18% | 183 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $21.81万 | 0.18% | 344 | 0 | 0.0% | — | 不变 |
| JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $21.64万 | 0.18% | 1,543 | 7 | 0.5% | $982 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $21.64万 | 0.18% | 231 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TRUST ETF | $20.51万 | 0.17% | 278 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $19.65万 | 0.16% | 3,878 | 1 | 0.0% | $51 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $19.25万 | 0.16% | 684 | 0 | 0.0% | — | 不变 |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $18.69万 | 0.15% | 1,857 | 15 | 0.8% | $1,509 | 加仓 |
| PRFD | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $18.08万 | 0.15% | 3,521 | 1 | 0.0% | $51 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $17.97万 | 0.15% | 5,957 | -138 | -2.3% | -$4,163 | 减仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $17.82万 | 0.15% | 2,377 | 3 | 0.1% | $225 | 加仓 |
| MA | MASTERCARD INC | $17.67万 | 0.14% | 344 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $17.18万 | 0.14% | 1,560 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $16.71万 | 0.14% | 701 | -2 | -0.3% | -$477 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $16.60万 | 0.14% | 2,122 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF | $16.00万 | 0.13% | 3,033 | 1,064 | 54.0% | $5.61万 | 加仓 |
| — | ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $15.67万 | 0.13% | 4,133 | 2,810 | 212.4% | $10.65万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $15.38万 | 0.13% | 634 | 1 | 0.2% | $243 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $15.34万 | 0.13% | 201 | 0 | 0.0% | — | 不变 |