Birchcreek Wealth Management, LLC 13F 持仓 · 2026年Q2
Birchcreek Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 2.57 亿美元。前几大持仓：SHY（10.56%）、IUSV（8.78%）、IUSG（8.68%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $27.1M | 10.56% | 330,048 | 增持 |
| 2 | IUSV | ISHARES TR | $22.5M | 8.78% | 204,617 | 增持 |
| 3 | IUSG | ISHARES TR | $22.3M | 8.68% | 118,414 | 减持 |
| 4 | BILS | SPDR SERIES TRUST | $16.2M | 6.32% | 163,150 | 增持 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $14.1M | 5.48% | 340,796 | 增持 |
| 6 | INTC | INTEL CORP | $12.3M | 4.78% | 87,886 | 增持 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $9.0M | 3.50% | 42,281 | 减持 |
| 8 | AAPL | APPLE INC | $7.0M | 2.71% | 24,073 | 增持 |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $6.3M | 2.44% | 75,923 | 增持 |
| 10 | IJH | ISHARES TR | $5.6M | 2.18% | 72,710 | 减持 |
| 11 | VTV | VANGUARD INDEX FDS | $5.1M | 2.00% | 23,533 | 减持 |
| 12 | VUG | VANGUARD INDEX FDS | $4.9M | 1.92% | 57,199 | 增持 |
| 13 | EMXC | ISHARES INC | $4.8M | 1.88% | 47,190 | 减持 |
| 14 | IEFA | ISHARES TR | $4.1M | 1.59% | 42,388 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $3.7M | 1.46% | 18,738 | 增持 |
| 16 | VGT | VANGUARD WORLD FD | $2.8M | 1.10% | 23,522 | 增持 |
| 17 | GBIL | GOLDMAN SACHS ETF TR | $2.6M | 1.02% | 26,137 | 增持 |
| 18 | GOOGL | ALPHABET INC | $2.4M | 0.95% | 6,822 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $2.4M | 0.94% | 6,461 | 增持 |
| 20 | AMZN | AMAZON COM INC | $2.4M | 0.93% | 10,045 | 增持 |
| 21 | VTIP | VANGUARD MALVERN FDS | $2.4M | 0.92% | 47,133 | 增持 |
| 22 | SHV | ISHARES TR | $2.1M | 0.82% | 19,069 | 增持 |
| 23 | JNJ | JOHNSON & JOHNSON | $2.0M | 0.80% | 8,066 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $2.0M | 0.80% | 6,262 | 增持 |
| 25 | QQQ | INVESCO QQQ TR | $2.0M | 0.78% | 2,721 | 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