Birchcreek Wealth Management, LLC
CIK 1840341 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $256.7M
- 持仓
- 134
- 截至
- 2026年6月30日
按 13F 价值排名第 5648（共 9443） · 前 59.8%
投资组合价值同比（季度）：+23.6% 13F不披露现金
- 前十大持仓权重
- 55.43%
- 前二十五大持仓权重
- 73.34%
- 持仓高于 1%
- 17
- 有效持仓数量
- 23.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.96% 估计买入 $34471949 · 卖出 $4548624
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.8% 仍持有
- 新仓位
- 18
- 增加
- 70
- 减少
- 31
- 已结清
- 4
本页内容
行业细分
Technology
13.6%
Healthcare
2.8%
Industrials
2.4%
Retail
1.9%
Communication Services
1.8%
Financials
1.0%
Energy
0.8%
Consumer products
0.7%
Financial Services
0.6%
Communications
0.5%
Consumer Discretionary
0.5%
Utilities
0.4%
Consumer Staples
0.1%
Real Estate
0.1%
Telecommunication
0.1%
其他/未映射
72.7%
完整投资组合 134 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SHY iShares 1-3 Year Treasury Bond ETF | $27100267 | 10.56% | 330048 | $2952761 | 上涨 ×6 | ||
| IUSV iShares Core S&P U.S. Value ETF | $22538544 | 8.78% | 204617 | $1904991 | 上涨 ×6 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $22272490 | 8.68% | 118414 | $3868893 | 下跌 ×1 | ||
| BILS | $16213825 | 6.32% | 163150 | $346558 | 上涨 ×6 | ||
| DFAI | $14057849 | 5.48% | 340796 | $2796516 | 上涨 ×3 | ||
| INTC Intel Corporation - Common Stock | $12271522 | 4.78% | 87886 | $9761805 | 上涨 ×2 | ||
| RSP | $8996220 | 3.50% | 42281 | $407977 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $6965704 | 2.71% | 24073 | $2312079 | 上涨 ×1 | ||
| DFAS | $6251475 | 2.44% | 75923 | $873470 | 上涨 ×6 | ||
| IJH | $5606633 | 2.18% | 72710 | $690669 | 下跌 ×1 | ||
| VTV | $5128547 | 2.00% | 23533 | $411703 | 下跌 ×2 | ||
| VUG | $4927118 | 1.92% | 57199 | $691041 | 上涨 ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $4827555 | 1.88% | 47190 | $1049094 | 下跌 ×1 | ||
| IEFA | $4093866 | 1.59% | 42388 | $294386 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $3749324 | 1.46% | 18738 | $703745 | 上涨 ×1 | ||
| VGT | $2811395 | 1.10% | 23522 | $540021 | 上涨 ×1 | ||
| GBIL | $2617882 | 1.02% | 26137 | $755650 | 上涨 ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2438067 | 0.95% | 6822 | $637007 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2410093 | 0.94% | 6461 | $54021 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2394201 | 0.93% | 10045 | $420152 | 上涨 ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $2367491 | 0.92% | 47133 | $1044365 | 上涨 ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $2104311 | 0.82% | 19069 | $499441 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2049740 | 0.80% | 6262 | $366851 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2048522 | 0.80% | 8066 | $797723 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2004037 | 0.78% | 2721 | $426550 | 下跌 ×3 | ||
| FREL | $1775338 | 0.69% | 60592 | $234047 | 上涨 ×6 | ||
| VIG | $1757850 | 0.68% | 7429 | $133287 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1707036 | 0.67% | 11641 | $310735 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1613324 | 0.63% | 1515 | $699411 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1599999 | 0.62% | 2213 | $843618 | |||
| VYM | $1538264 | 0.60% | 9734 | $106878 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1526290 | 0.59% | 1273 | $455631 | 上涨 ×1 | ||
| VIS | $1481883 | 0.58% | 4112 | $313556 | 上涨 ×1 | ||
| VEA | $1461908 | 0.57% | 20518 | $154227 | 上涨 ×1 | ||
| IVV | $1461896 | 0.57% | 1952 | $139833 | 下跌 ×1 | ||
| VTI | $1414317 | 0.55% | 3822 | $189765 | 上涨 ×2 | ||
| IJR | $1334125 | 0.52% | 8996 | $211387 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1197070 | 0.47% | 1037 | $826441 | 下跌 ×2 | ||
| VFH | $1194665 | 0.47% | 9078 | $343921 | 上涨 ×1 | ||
| SPY SPY | $1012938 | 0.39% | 1356 | $-4988 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $995263 | 0.39% | 2817 | $187233 | |||
| FHLC | $980612 | 0.38% | 12694 | $2538 | 下跌 ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $952796 | 0.37% | 8112 | $634497 | 上涨 ×3 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $952046 | 0.37% | 2234 | $535282 | 上涨 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $933700 | 0.36% | 5053 | $398940 | 上涨 ×2 | ||
| BRKB | $922629 | 0.36% | 1844 | $97533 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $918936 | 0.36% | 2606 | $355027 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $907295 | 0.35% | 10613 | $138488 | 上涨 ×4 | ||
| VDC | $898803 | 0.35% | 3986 | $-145990 | 下跌 ×1 | ||
| VB | $896932 | 0.35% | 2959 | $98862 | 下跌 ×4 | ||
| FCOM | $884272 | 0.34% | 12727 | $-273427 | 下跌 ×1 | ||
| VOOG | $838758 | 0.33% | 10152 | $148947 | 上涨 ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $779296 | 0.30% | 13390 | $90585 | 上涨 ×4 | ||
| XLE XLE | $772113 | 0.30% | 14538 | $-307840 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $762269 | 0.30% | 5201 | $40087 | 上涨 ×1 | ||
| ITOT | $748088 | 0.29% | 4554 | $-7436 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $745380 | 0.29% | 737 | $138805 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $712437 | 0.28% | 1886 | $107035 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $702822 | 0.27% | 4240 | $86467 | 上涨 ×1 | ||
| PRK | $671045 | 0.26% | 3667 | $71655 | |||
| XLY XLY | $658527 | 0.26% | 5615 | $-216364 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $655504 | 0.26% | 4795 | $-123999 | 上涨 ×1 | ||
| SYK Stryker Corporation Common Stock | $648570 | 0.25% | 2060 | 上涨 ×1 | |||
| HDV | $636875 | 0.25% | 23235 | $49489 | 上涨 ×1 | ||
| ACMR ACM Research, Inc. - Class A Common Stock | $634450 | 0.25% | 5000 | 上涨 ×1 | |||
| VDE | $621238 | 0.24% | 4138 | $-87534 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $604439 | 0.24% | 2402 | $230574 | 上涨 ×2 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $601411 | 0.23% | 8090 | $12621 | |||
| XLU XLU | $600483 | 0.23% | 13244 | $66920 | 上涨 ×5 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $597816 | 0.23% | 4652 | $146542 | 上涨 ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $593905 | 0.23% | 8318 | $-144815 | 上涨 ×3 | ||
| WMT Walmart Inc. - Common Stock | $584761 | 0.23% | 5163 | $2882 | 上涨 ×1 | ||
| TT Trane Technologies plc | $572201 | 0.22% | 1165 | $83782 | 下跌 ×6 | ||
| D Dominion Energy, Inc. Common Stock | $571997 | 0.22% | 8376 | $74284 | 上涨 ×1 | ||
| VO | $558555 | 0.22% | 6933 | $-12217 | 上涨 ×1 | ||
| DFUS | $551105 | 0.21% | 6726 | $135309 | 上涨 ×2 | ||
| FTNT Fortinet, Inc. - Common Stock | $549499 | 0.21% | 3577 | $191811 | 下跌 ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $519996 | 0.20% | 1200 | $263604 | |||
| MCD McDonald's Corporation Common Stock | $508723 | 0.20% | 1882 | $90089 | 上涨 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $508428 | 0.20% | 1808 | $177323 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $485556 | 0.19% | 862 | $64468 | 上涨 ×1 | ||
| FNCL | $478347 | 0.19% | 6248 | $-526496 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $470756 | 0.18% | 1300 | $233609 | 上涨 ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $460118 | 0.18% | 3635 | $-15849 | |||
| ANET Arista Networks, Inc. Common Stock | $458506 | 0.18% | 2699 | $127123 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $440579 | 0.17% | 1479 | $209693 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $435683 | 0.17% | 750 | $232253 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $421121 | 0.16% | 1245 | $44533 | |||
| VAW | $417999 | 0.16% | 1827 | $-16907 | 下跌 ×1 | ||
| VCR | $416044 | 0.16% | 1049 | $3519 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $414840 | 0.16% | 1110 | $193783 | 上涨 ×2 | ||
| EMR Emerson Electric Company Common Stock | $401965 | 0.16% | 2808 | $73367 | 上涨 ×1 | ||
| V Visa Inc. | $401072 | 0.16% | 1169 | $108201 | 上涨 ×1 | ||
| EW Edwards Lifesciences Corporation Common Stock | $400014 | 0.16% | 4422 | 上涨 ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $395659 | 0.15% | 777 | $-20539 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $384008 | 0.15% | 913 | $41146 | 下跌 ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $370707 | 0.14% | 379 | $31411 | |||
| GLD | $367643 | 0.14% | 998 | $48368 | 上涨 ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $367531 | 0.14% | 5980 | $86045 | 上涨 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $353886 | 0.14% | 1605 | $8917 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SHY | $27100267 | 10.56% | 上涨 ×6 |
| IUSV | $22538544 | 8.78% | 上涨 ×6 |
| BILS | $16213825 | 6.32% | 上涨 ×6 |
| DFAI | $14057849 | 5.48% | 上涨 ×3 |
| DFAS | $6251475 | 2.44% | 上涨 ×6 |
| GBIL | $2617882 | 1.02% | 上涨 ×3 |
| FREL | $1775338 | 0.69% | 上涨 ×6 |
| CSCO | $952796 | 0.37% | 上涨 ×3 |
| VXUS | $907295 | 0.35% | 上涨 ×4 |
| VGSH | $779296 | 0.30% | 上涨 ×4 |
| XLU | $600483 | 0.23% | 上涨 ×5 |
| MRK | $597816 | 0.23% | 上涨 ×3 |
| NFLX | $593905 | 0.23% | 上涨 ×3 |
| VNQ | $320009 | 0.12% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SYK | $648570 | 2060 | 0.25% |
| ACMR | $634450 | 5000 | 0.25% |
| EW | $400014 | 4422 | 0.16% |
| ADI | $330445 | 832 | 0.13% |
| PM | $323648 | 1789 | 0.13% |
| CRWD | $305256 | 400 | 0.12% |
| UNH | $304657 | 733 | 0.12% |
| CAH | $304552 | 1282 | 0.12% |
| SNDK | $288764 | 127 | 0.11% |
| IRM | $276619 | 2190 | 0.11% |
| ABT | $256976 | 2832 | 0.10% |
| GLW | $255430 | 1000 | 0.10% |
| ADP | $251048 | 1121 | 0.10% |
| SLV | $229119 | 4285 | 0.09% |
| CIBR | $219504 | 2443 | 0.09% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| PEP | 2025年6月30日 | 2652 | $397641 | 8.0% |
| NOC | 2025年3月31日 | 740 | $347256 | 9.3% |
| NVO | 2025年12月31日 | 5355 | $297149 | -8.2% |
| UNP | 2025年6月30日 | 1209 | $285532 | 33.1% |
| COST | 2025年9月30日 | 287 | $283780 | 1.9% |
| TJX | 2025年12月31日 | 1878 | $271446 | -8.1% |
| ROCK | 2025年6月30日 | 4559 | $267429 | -20.7% |
| XLP | 2026年6月30日 | 3209 | $263074 | 不再跟踪 |
| BX | 2025年3月31日 | 1521 | $262286 | 2.5% |
| CIBR | 2025年12月31日 | 3307 | $251365 | |
| XLK | 2025年12月31日 | 858 | $241836 | 不再跟踪 |
| CRWD | 2025年12月31日 | 488 | $239305 | -60.1% |
| TSM | 2025年9月30日 | 1038 | $235097 | 50.5% |
| BMY | 2025年6月30日 | 3825 | $233287 | 42.7% |
| UNH | 2026年3月31日 | 704 | $232397 | 43.1% |
| CMG | 2025年6月30日 | 4620 | $231978 | -36.1% |
| NOC | 2026年6月30日 | 340 | $231962 | 9.8% |
| IXUS | 2026年6月30日 | 2641 | $228813 | |
| DKS | 2025年3月31日 | 991 | $226816 | -11.4% |
| NET | 2025年6月30日 | 2000 | $225380 | 40.6% |
| USB | 2025年3月31日 | 4659 | $222840 | 47.4% |
| AMP | 2025年9月30日 | 417 | $222565 | 13.9% |
| TMUS | 2025年3月31日 | 997 | $220130 | -31.4% |
| TXN | 2025年9月30日 | 1056 | $219247 | 44.3% |
| MSTR | 2025年9月30日 | 540 | $218207 | -62.6% |
| MRVL | 2025年12月31日 | 2592 | $217909 | 189.9% |
| AWK | 2025年9月30日 | 1558 | $216733 | -1.6% |
| STZ | 2025年3月31日 | 973 | $215033 | -26.8% |
| NET | 2025年12月31日 | 1000 | $214590 | 39.7% |
| SHOP | 2025年3月31日 | 2000 | $212660 | 52.7% |
| PWR | 2025年3月31日 | 663 | $209576 | 159.2% |
| NOC | 2025年12月31日 | 340 | $207169 | -1.9% |
| SHEL | 2025年3月31日 | 3294 | $206388 | 27.9% |
| ENSG | 2026年6月30日 | 1000 | $201500 | 12.4% |
| DE | 2025年12月31日 | 439 | $200737 | 34.0% |
| QYLD | 2025年3月31日 | 10386 | $189233 | |
| ETV | 2025年3月31日 | 12593 | $181465 | 15.2% |
| CHPTXXXX | 2025年9月30日 | 10800 | $7596 | 不再跟踪 |