Birch Financial Group, LLC 13F 持仓 · 2026年Q2
Birch Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 135 只证券，申报市值合计 1.95 亿美元。前几大持仓：AXP（10.80%）、BRK/A（7.70%）、VOO（7.50%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | $21.0M | 10.80% | 62,109 | 减持 |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $15.0M | 7.70% | 20 | 持平 |
| 3 | VOO | VANGUARD INDEX FDS | $14.6M | 7.50% | 21,233 | 增持 |
| 4 | AAPL | APPLE INC | $7.4M | 3.81% | 25,578 | 减持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.8M | 2.99% | 11,605 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $5.4M | 2.76% | 75,362 | 增持 |
| 7 | HD | HOME DEPOT INC | $4.9M | 2.54% | 14,020 | 增持 |
| 8 | IJR | ISHARES TR | $4.9M | 2.50% | 32,772 | 增持 |
| 9 | IQMM | PROSHARES TR | $4.7M | 2.43% | 47,231 | 新建仓 |
| 10 | AMP | AMERIPRISE FINL INC | $4.7M | 2.39% | 10,147 | 减持 |
| 11 | GD | GENERAL DYNAMICS CORP | $4.3M | 2.23% | 12,251 | 持平 |
| 12 | GS | GOLDMAN SACHS GROUP INC | $4.0M | 2.07% | 3,983 | 持平 |
| 13 | JNJ | JOHNSON & JOHNSON | $3.7M | 1.91% | 14,610 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $3.7M | 1.89% | 9,875 | 减持 |
| 15 | BAC | BANK OF AMER CORP | $3.2M | 1.64% | 56,008 | 增持 |
| 16 | SPEM | SPDR INDEX SHS FDS | $3.1M | 1.61% | 60,620 | 增持 |
| 17 | AMZN | AMAZON COM INC | $2.9M | 1.50% | 12,261 | 减持 |
| 18 | SHY | ISHARES TR | $2.9M | 1.50% | 35,473 | 增持 |
| 19 | PSX | PHILLIPS 66 | $2.7M | 1.40% | 16,126 | 减持 |
| 20 | GOOG | ALPHABET INC | $2.7M | 1.37% | 7,551 | 减持 |
| 21 | ITOT | ISHARES TR | $2.4M | 1.22% | 14,417 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.2M | 1.12% | 10,911 | 增持 |
| 23 | PM | PHILIP MORRIS INTL INC | $2.1M | 1.08% | 11,611 | 减持 |
| 24 | SCHP | SCHWAB STRATEGIC TR | $1.9M | 0.99% | 72,847 | 增持 |
| 25 | SPTL | SPDR SERIES TRUST | $1.9M | 0.99% | 73,536 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR