BRANDYWINE OAK PRIVATE WEALTH LLC
Kennett Square PA · SEC CIK 0001764694
$13.18亿2026Q2 申报市值
245持仓数
59.9%前十大占比 · 第一大 12.0%
17 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VCIT 加仓+$1,076.62万
VGIT 加仓+$381.58万
SCHX 新建仓+$158.67万
SCHO 加仓+$135.55万
GLDM 加仓+$132.98万
2026Q2 卖出最多 按季末市值估算
SCHF 减仓-$348.96万
DD 减仓-$321.35万
VTV 减仓-$180.21万
SLYV 减仓-$71.98万
NVDA 减仓-$67.05万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,739 | -100.0% | -$39.31万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -484 | -100.0% | -$22.31万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -832 | -100.0% | -$21.41万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -10,634 | -100.0% | -$19.16万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.52万 | 0.01% | 10,628 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $15.87万 | 0.01% | 16,775 | 6,000 | 55.7% | $5.68万 | 加仓 |
| — | INVESCO PA VALUE MUN INC TR | $17.85万 | 0.01% | 15,768 | -475 | -2.9% | -$5,377 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $18.30万 | 0.01% | 15,780 | 15,780 | — | $18.30万 | 新建仓 |
| EMXC | ISHARES INC | $20.12万 | 0.02% | 1,967 | 1,967 | — | $20.12万 | 新建仓 |
| COR | CENCORA INC | $20.32万 | 0.02% | 718 | 6 | 0.8% | $1,698 | 加仓 |
| APP | APPLOVIN CORP | $20.61万 | 0.02% | 400 | -3 | -0.7% | -$1,546 | 重新持有 |
| ADBE | ADOBE INC | $21.12万 | 0.02% | 1,030 | -66 | -6.0% | -$1.35万 | 减仓 |
| ISTB | ISHARES TR | $21.18万 | 0.02% | 4,391 | 198 | 4.7% | $9,553 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $21.26万 | 0.02% | 4,688 | -296 | -5.9% | -$1.34万 | 重新持有 |
| IJS | ISHARES TR | $21.35万 | 0.02% | 1,562 | -217 | -12.2% | -$2.97万 | 减仓 |
| VCR | VANGUARD WORLD FD | $21.37万 | 0.02% | 539 | -86 | -13.8% | -$3.41万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $21.53万 | 0.02% | 3,099 | 7 | 0.2% | $486 | 加仓 |
| VVV | VALVOLINE INC | $22.21万 | 0.02% | 5,616 | 5,616 | — | $22.21万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $22.36万 | 0.02% | 1,000 | 1,000 | — | $22.36万 | 新建仓 |
| SHOP | SHOPIFY INC | $22.84万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $22.97万 | 0.02% | 1,516 | -48 | -3.1% | -$7,273 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.00万 | 0.02% | 2,598 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $23.11万 | 0.02% | 1,769 | -33 | -1.8% | -$4,310 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $23.40万 | 0.02% | 5,150 | 5,150 | — | $23.40万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $23.47万 | 0.02% | 1,170 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $23.74万 | 0.02% | 2,388 | 19 | 0.8% | $1,889 | 加仓 |
| C | CITIGROUP INC | $23.98万 | 0.02% | 1,713 | 1,713 | — | $23.98万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $24.01万 | 0.02% | 3,274 | 3,274 | — | $24.01万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $24.07万 | 0.02% | 3,770 | 3,770 | — | $24.07万 | 新建仓 |
| T | AT&T INC | $24.09万 | 0.02% | 11,637 | 1,302 | 12.6% | $2.70万 | 加仓 |
| AMLP | ALPS ETF TR | $24.33万 | 0.02% | 4,693 | -1,021 | -17.9% | -$5.29万 | 减仓 |
| CI | THE CIGNA GROUP | $25.09万 | 0.02% | 910 | -10 | -1.1% | -$2,757 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $25.34万 | 0.02% | 1,020 | -41 | -3.9% | -$1.02万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $25.82万 | 0.02% | 2,358 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $26.02万 | 0.02% | 962 | -203 | -17.4% | -$5.49万 | 减仓 |
| ORCL | ORACLE CORP | $26.21万 | 0.02% | 1,789 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $26.21万 | 0.02% | 837 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $26.27万 | 0.02% | 1,379 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.39万 | 0.02% | 908 | 3 | 0.3% | $872 | 加仓 |
| SDY | SPDR SERIES TRUST | $26.46万 | 0.02% | 1,739 | -50 | -2.8% | -$7,609 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $26.74万 | 0.02% | 2,932 | 2,932 | — | $26.74万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $27.06万 | 0.02% | 5,623 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $27.37万 | 0.02% | 3,120 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.59万 | 0.02% | 1,232 | -100 | -7.5% | -$2.24万 | 减仓 |
| GIS | GENERAL MILLS INC | $28.39万 | 0.02% | 8,158 | 1 | 0.0% | $35 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $29.11万 | 0.02% | 18,000 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $29.51万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $29.94万 | 0.02% | 1,667 | -86 | -4.9% | -$1.54万 | 减仓 |
| KLAC | KLA CORP | $30.17万 | 0.02% | 1,000 | 1,000 | — | $30.17万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $30.33万 | 0.02% | 700 | 700 | — | $30.33万 | 新建仓 |
| GLW | CORNING INC | $30.65万 | 0.02% | 1,200 | 1,200 | — | $30.65万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $30.70万 | 0.02% | 13,404 | 23 | 0.2% | $527 | 加仓 |
| BA | BOEING CO | $30.80万 | 0.02% | 1,423 | 1 | 0.1% | $216 | 加仓 |
| CMI | CUMMINS INC | $30.88万 | 0.02% | 433 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $31.43万 | 0.02% | 999 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $31.64万 | 0.02% | 3,829 | -24 | -0.6% | -$1,983 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $31.94万 | 0.02% | 500 | 500 | — | $31.94万 | 新建仓 |
| SSO | PROSHARES TR | $33.31万 | 0.03% | 4,943 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $33.39万 | 0.03% | 2,131 | 170 | 8.7% | $2.66万 | 加仓 |
| NOBL | PROSHARES TR | $33.55万 | 0.03% | 5,974 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $34.40万 | 0.03% | 2,464 | 2,464 | — | $34.40万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.59万 | 0.03% | 8,169 | -1,086 | -11.7% | -$4.60万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.34万 | 0.03% | 3,029 | 210 | 7.4% | $2.45万 | 加仓 |
| SYK | STRYKER CORPORATION | $35.77万 | 0.03% | 1,136 | -23 | -2.0% | -$7,241 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.96万 | 0.03% | 1,207 | 1,207 | — | $35.96万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $36.17万 | 0.03% | 4,566 | 151 | 3.4% | $1.20万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.50万 | 0.03% | 728 | -15 | -2.0% | -$7,520 | 减仓 |
| VDC | VANGUARD WORLD FD | $37.07万 | 0.03% | 1,644 | -387 | -19.1% | -$8.73万 | 减仓 |
| VAW | VANGUARD WORLD FD | $37.54万 | 0.03% | 1,641 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $37.74万 | 0.03% | 166 | 166 | — | $37.74万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $37.87万 | 0.03% | 4,666 | -34 | -0.7% | -$2,759 | 减仓 |
| — | BITWISE ETHEREUM ETF | $37.92万 | 0.03% | 33,621 | 948 | 2.9% | $1.07万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $38.27万 | 0.03% | 501 | 41 | 8.9% | $3.13万 | 重新持有 |
| NTAP | NETAPP INC | $38.29万 | 0.03% | 2,474 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $38.86万 | 0.03% | 12,154 | -126 | -1.0% | -$4,028 | 减仓 |
| SO | SOUTHERN CO | $39.13万 | 0.03% | 4,088 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $40.14万 | 0.03% | 6,812 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.62万 | 0.03% | 7,050 | -232 | -3.2% | -$1.34万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $41.57万 | 0.03% | 1,229 | -8 | -0.6% | -$2,706 | 减仓 |
| MO | ALTRIA GROUP INC | $41.84万 | 0.03% | 5,816 | -2 | -0.0% | -$144 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $42.70万 | 0.03% | 1,456 | 2 | 0.1% | $586 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $43.18万 | 0.03% | 3,411 | -239 | -6.5% | -$3.03万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $43.31万 | 0.03% | 1,042 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $44.27万 | 0.03% | 3,791 | -33 | -0.9% | -$3,853 | 减仓 |
| IDEV | ISHARES TR | $44.75万 | 0.03% | 5,028 | -3 | -0.1% | -$267 | 减仓 |
| BITQ | BITWISE FUNDS TRUST | $45.44万 | 0.03% | 18,546 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $47.18万 | 0.04% | 1,257 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $47.52万 | 0.04% | 4,911 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $47.68万 | 0.04% | 4,817 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $48.22万 | 0.04% | 4,719 | -190 | -3.9% | -$1.94万 | 减仓 |
| CC | CHEMOURS CO | $48.43万 | 0.04% | 23,602 | 285 | 1.2% | $5,848 | 加仓 |
| EPP | ISHARES INC | $48.78万 | 0.04% | 9,158 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $52.40万 | 0.04% | 1,433 | -157 | -9.9% | -$5.74万 | 减仓 |
| CAT | CATERPILLAR INC | $52.82万 | 0.04% | 496 | -10 | -2.0% | -$1.06万 | 减仓 |
| IBB | ISHARES TR | $52.97万 | 0.04% | 2,785 | 10 | 0.4% | $1,902 | 加仓 |
| MS | MORGAN STANLEY | $55.61万 | 0.04% | 2,660 | 11 | 0.4% | $2,300 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $56.68万 | 0.04% | 11,152 | -40 | -0.4% | -$2,033 | 减仓 |
| ASML | ASML HLDG NV | $57.10万 | 0.04% | 287 | 3 | 1.1% | $5,968 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $57.13万 | 0.04% | 2,773 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $57.18万 | 0.04% | 12,031 | 30 | 0.2% | $1,426 | 加仓 |