Birchbrook, Inc. 13F 持仓 · 2026年Q2
Birchbrook 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 304 只证券，申报市值合计 2.13 亿美元。前几大持仓：VGIT（15.81%）、IGIB（12.01%）、VEA（6.36%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $33.7M | 15.81% | 571,005 | 减持 |
| 2 | IGIB | ISHARES TR | $25.6M | 12.01% | 481,354 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $13.5M | 6.36% | 190,147 | 减持 |
| 4 | IEMG | ISHARES INC | $10.7M | 5.03% | 129,406 | 减持 |
| 5 | VOO | VANGUARD INDEX FDS | $8.4M | 3.96% | 12,297 | 增持 |
| 6 | IJH | ISHARES TR | $8.3M | 3.90% | 107,844 | 减持 |
| 7 | IJR | ISHARES TR | $7.7M | 3.62% | 51,969 | 减持 |
| 8 | TLT | ISHARES TR | $7.5M | 3.52% | 86,826 | 增持 |
| 9 | USMV | ISHARES TR | $6.8M | 3.19% | 70,524 | 减持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $5.4M | 2.52% | 145,601 | 减持 |
| 11 | EFIV | SPDR SERIES TRUST | $3.5M | 1.62% | 47,396 | 减持 |
| 12 | AAPL | APPLE INC | $3.3M | 1.57% | 11,567 | 减持 |
| 13 | AMZN | AMAZON COM INC | $3.3M | 1.54% | 13,729 | 减持 |
| 14 | GOOGL | ALPHABET INC | $3.3M | 1.54% | 9,200 | 减持 |
| 15 | SCHG | SCHWAB STRATEGIC TR | $3.2M | 1.49% | 94,049 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $2.9M | 1.38% | 7,876 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.25% | 8,157 | 减持 |
| 18 | IDXX | IDEXX LABS INC | $2.4M | 1.11% | 4,477 | 减持 |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | $2.2M | 1.04% | 37,968 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $2.1M | 1.00% | 10,601 | 减持 |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $2.1M | 0.97% | 7,352 | 减持 |
| 22 | VTI | VANGUARD INDEX FDS | $2.1M | 0.96% | 5,553 | 减持 |
| 23 | ESGD | ISHARES TR | $2.0M | 0.94% | 19,576 | 增持 |
| 24 | META | META PLATFORMS INC | $1.8M | 0.84% | 3,173 | 减持 |
| 25 | SCHX | SCHWAB STRATEGIC TR | $1.7M | 0.81% | 58,663 | 减持 |
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