BRANDYWINE OAK PRIVATE WEALTH LLC
Kennett Square PA · SEC CIK 0001764694
$11.90亿2026Q1 申报市值
229持仓数
59.5%前十大占比 · 第一大 12.2%
6 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$568.23万
VUG 加仓+$567.43万
VCIT 加仓+$252.58万
IEFA 加仓+$211.36万
MUB 加仓+$173.01万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$562.33万
SCHF 减仓-$181.11万
GLDM 减仓-$76.60万
VTV 减仓-$68.02万
IQLT 清仓-$49.58万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -30,584 | -100.0% | -$562.33万 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -10,908 | -100.0% | -$49.58万 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -31,935 | -100.0% | -$33.50万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -644 | -100.0% | -$30.48万 | 清仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $0 | 0.00% | 0 | -20,000 | -100.0% | -$29.74万 | 清仓 |
| IYG | ISHARES TR | $0 | 0.00% | 0 | -3,216 | -100.0% | -$29.67万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,244 | -100.0% | -$26.41万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,536 | -100.0% | -$26.28万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,112 | -100.0% | -$24.98万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -891 | -100.0% | -$20.15万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $7.57万 | 0.01% | 10,775 | 0 | 0.0% | — | 重新持有 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.56万 | 0.01% | 10,628 | 10,628 | — | $11.56万 | 新建仓 |
| — | INVESCO PA VALUE MUN INC TR | $17.17万 | 0.01% | 16,243 | -2,290 | -12.4% | -$2.42万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $19.16万 | 0.02% | 10,634 | 10,634 | — | $19.16万 | 新建仓 |
| ISTB | ISHARES TR | $20.32万 | 0.02% | 4,193 | 4,193 | — | $20.32万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.67万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $20.81万 | 0.02% | 1,674 | -425 | -20.2% | -$5.28万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $21.06万 | 0.02% | 3,092 | 9 | 0.3% | $613 | 加仓 |
| IJS | ISHARES TR | $21.07万 | 0.02% | 1,779 | 3 | 0.2% | $355 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $21.34万 | 0.02% | 1,170 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $21.41万 | 0.02% | 832 | 832 | — | $21.41万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.42万 | 0.02% | 2,598 | -77 | -2.9% | -$6,347 | 减仓 |
| TGT | TARGET CORP | $21.84万 | 0.02% | 1,802 | -502 | -21.8% | -$6.08万 | 重新持有 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $22.28万 | 0.02% | 2,369 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $22.31万 | 0.02% | 484 | 41 | 9.3% | $1.89万 | 加仓 |
| COR | CENCORA INC | $22.37万 | 0.02% | 712 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $22.43万 | 0.02% | 625 | -49 | -7.3% | -$1.76万 | 减仓 |
| CMI | CUMMINS INC | $23.29万 | 0.02% | 433 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $23.72万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $24.32万 | 0.02% | 2,358 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $24.54万 | 0.02% | 920 | 10 | 1.1% | $2,668 | 加仓 |
| TJX | TJX COS INC NEW | $24.98万 | 0.02% | 1,564 | 10 | 0.6% | $1,597 | 加仓 |
| NTAP | NETAPP INC | $25.33万 | 0.02% | 2,474 | 80 | 3.3% | $8,191 | 加仓 |
| SSO | PROSHARES TR | $25.65万 | 0.02% | 4,943 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $26.10万 | 0.02% | 1,789 | -50 | -2.7% | -$7,296 | 减仓 |
| DHR | DANAHER CORP DEL | $26.15万 | 0.02% | 1,379 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $26.28万 | 0.02% | 5,623 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $26.32万 | 0.02% | 1,789 | 84 | 4.9% | $1.24万 | 加仓 |
| ADBE | ADOBE INC | $26.64万 | 0.02% | 1,096 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.06万 | 0.02% | 1,332 | -114 | -7.9% | -$2.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.20万 | 0.02% | 1,042 | -72 | -6.5% | -$1.95万 | 减仓 |
| BA | BOEING CO | $28.30万 | 0.02% | 1,422 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $28.51万 | 0.02% | 3,120 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $28.67万 | 0.02% | 999 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $29.11万 | 0.02% | 18,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $29.64万 | 0.02% | 1,061 | -18 | -1.7% | -$5,028 | 减仓 |
| FDX | FEDEX CORP | $29.81万 | 0.03% | 837 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $29.96万 | 0.03% | 4,911 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $29.96万 | 0.03% | 10,335 | 343 | 3.4% | $9,944 | 加仓 |
| AMLP | ALPS ETF TR | $30.08万 | 0.03% | 5,714 | 146 | 2.6% | $7,685 | 加仓 |
| SHYD | VANECK ETF TRUST | $30.32万 | 0.03% | 13,381 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $30.32万 | 0.03% | 1,165 | 11 | 1.0% | $2,863 | 加仓 |
| GIS | GENERAL MILLS INC | $30.36万 | 0.03% | 8,157 | 2,055 | 33.7% | $7.65万 | 加仓 |
| WFC | WELLS FARGO & CO | $30.68万 | 0.03% | 3,853 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $31.24万 | 0.03% | 905 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $31.59万 | 0.03% | 1,753 | 47 | 2.8% | $8,470 | 加仓 |
| NOBL | PROSHARES TR | $31.67万 | 0.03% | 2,987 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $32.03万 | 0.03% | 4,415 | 1 | 0.0% | $73 | 加仓 |
| PAVE | GLOBAL X FDS | $34.61万 | 0.03% | 6,812 | -675 | -9.0% | -$3.43万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $34.93万 | 0.03% | 1,257 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE FUNDS TRUST | $34.98万 | 0.03% | 18,546 | -1,451 | -7.3% | -$2.74万 | 减仓 |
| CAT | CATERPILLAR INC | $35.85万 | 0.03% | 506 | 13 | 2.6% | $9,210 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.52万 | 0.03% | 743 | 3 | 0.4% | $1,475 | 加仓 |
| CRM | SALESFORCE INC | $36.61万 | 0.03% | 1,961 | 60 | 3.2% | $1.12万 | 加仓 |
| VAW | VANGUARD WORLD FD | $36.98万 | 0.03% | 1,641 | -17 | -1.0% | -$3,831 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $37.42万 | 0.03% | 1,237 | -7 | -0.6% | -$2,117 | 减仓 |
| ASML | ASML HLDG NV | $37.51万 | 0.03% | 284 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $37.64万 | 0.03% | 1,101 | 20 | 1.9% | $6,837 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.05万 | 0.03% | 4,700 | -1,000 | -17.5% | -$8.10万 | 减仓 |
| SYK | STRYKER CORPORATION | $38.08万 | 0.03% | 1,159 | -310 | -21.1% | -$10.19万 | 减仓 |
| MO | ALTRIA GROUP INC | $38.40万 | 0.03% | 5,818 | 79 | 1.4% | $5,214 | 加仓 |
| — | HONEYWELL INTL INC | $39.31万 | 0.03% | 1,739 | -151 | -8.0% | -$3.41万 | 减仓 |
| SO | SOUTHERN CO | $39.46万 | 0.03% | 4,088 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $41.17万 | 0.03% | 12,280 | -202 | -1.6% | -$6,773 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.24万 | 0.03% | 2,819 | 783 | 38.5% | $11.45万 | 加仓 |
| IDEV | ISHARES TR | $42.04万 | 0.04% | 5,031 | 5,031 | — | $42.04万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $42.22万 | 0.04% | 1,454 | -502 | -25.7% | -$14.58万 | 减仓 |
| MS | MORGAN STANLEY | $43.60万 | 0.04% | 2,649 | -93 | -3.4% | -$1.53万 | 减仓 |
| SBUX | STARBUCKS CORP | $43.98万 | 0.04% | 4,909 | 96 | 2.0% | $8,601 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.16万 | 0.04% | 7,282 | -68 | -0.9% | -$4,124 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $44.27万 | 0.04% | 3,824 | 33 | 0.9% | $3,820 | 加仓 |
| VDC | VANGUARD WORLD FD | $45.61万 | 0.04% | 2,031 | 100 | 5.2% | $2.25万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $46.46万 | 0.04% | 9,255 | -267 | -2.8% | -$1.34万 | 减仓 |
| IBB | ISHARES TR | $46.87万 | 0.04% | 2,775 | -129 | -4.4% | -$2.18万 | 减仓 |
| MTUM | ISHARES TR | $47.37万 | 0.04% | 1,974 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $47.80万 | 0.04% | 3,650 | 39 | 1.1% | $5,107 | 加仓 |
| AGG | ISHARES TR | $47.82万 | 0.04% | 4,817 | 2,495 | 107.5% | $24.77万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $48.06万 | 0.04% | 1,590 | 157 | 11.0% | $4.75万 | 加仓 |
| EPP | ISHARES INC | $48.67万 | 0.04% | 9,158 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $49.01万 | 0.04% | 32,673 | 5,450 | 20.0% | $8.17万 | 加仓 |
| CSX | CSX CORP | $49.26万 | 0.04% | 12,001 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $50.20万 | 0.04% | 10,297 | -418 | -3.9% | -$2.04万 | 减仓 |
| IWN | ISHARES TR | $51.08万 | 0.04% | 2,694 | -27 | -1.0% | -$5,120 | 减仓 |
| CC | CHEMOURS CO | $51.37万 | 0.04% | 23,317 | -254 | -1.1% | -$5,596 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $54.36万 | 0.05% | 2,773 | -32 | -1.1% | -$6,273 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $55.92万 | 0.05% | 11,192 | -127 | -1.1% | -$6,346 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $58.57万 | 0.05% | 5,340 | 0 | 0.0% | — | 不变 |