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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $59.50万 | 0.05% | 3,266 | 60 | 1.9% | $1.09万 | 加仓 |
| ESML | ISHARES TR | $60.20万 | 0.05% | 12,804 | -204 | -1.6% | -$9,592 | 减仓 |
| IVW | ISHARES TR | $60.91万 | 0.05% | 5,385 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.60万 | 0.05% | 2,864 | -538 | -15.8% | -$11.57万 | 减仓 |
| ESGE | ISHARES INC | $62.93万 | 0.05% | 13,840 | -580 | -4.0% | -$2.64万 | 减仓 |
| PCAR | PACCAR INC | $65.51万 | 0.06% | 5,672 | -54 | -0.9% | -$6,237 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $68.17万 | 0.06% | 3,552 | 30 | 0.9% | $5,758 | 加仓 |
| IPAC | ISHARES TR | $69.07万 | 0.06% | 9,027 | -366 | -3.9% | -$2.80万 | 减仓 |
| EMR | EMERSON ELEC CO | $70.70万 | 0.06% | 5,396 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $71.78万 | 0.06% | 2,124 | -117 | -5.2% | -$3.95万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $72.02万 | 0.06% | 10,665 | 225 | 2.2% | $1.52万 | 加仓 |
| VFH | VANGUARD WORLD FD | $73.71万 | 0.06% | 6,101 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $74.25万 | 0.06% | 7,232 | -117 | -1.6% | -$1.20万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $74.38万 | 0.06% | 8,408 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $74.52万 | 0.06% | 3,154 | 172 | 5.8% | $4.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $76.79万 | 0.06% | 8,268 | 105 | 1.3% | $9,752 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $77.71万 | 0.07% | 2,264 | 7 | 0.3% | $2,403 | 加仓 |
| DEM | WISDOMTREE TR | $78.92万 | 0.07% | 15,883 | -1,023 | -6.1% | -$5.08万 | 减仓 |
| VHT | VANGUARD WORLD FD | $79.03万 | 0.07% | 2,902 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $79.34万 | 0.07% | 9,000 | -78 | -0.9% | -$6,876 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $79.57万 | 0.07% | 10,596 | 407 | 4.0% | $3.06万 | 加仓 |
| HD | HOME DEPOT INC | $80.08万 | 0.07% | 2,435 | -265 | -9.8% | -$8.72万 | 减仓 |
| V | VISA INC | $82.10万 | 0.07% | 2,717 | 60 | 2.3% | $1.81万 | 加仓 |
| CME | CME GROUP INC | $83.19万 | 0.07% | 2,817 | -219 | -7.2% | -$6.47万 | 减仓 |
| IJK | ISHARES TR | $84.66万 | 0.07% | 8,414 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $85.59万 | 0.07% | 1,433 | 12 | 0.8% | $7,167 | 加仓 |
| NFLX | NETFLIX INC. | $88.54万 | 0.07% | 9,208 | 630 | 7.3% | $6.06万 | 加仓 |
| GEV | GE VERNOVA INC | $91.04万 | 0.08% | 1,043 | 17 | 1.7% | $1.48万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $92.07万 | 0.08% | 4,526 | 197 | 4.6% | $4.01万 | 加仓 |
| COP | CONOCOPHILLIPS | $94.42万 | 0.08% | 7,153 | 116 | 1.6% | $1.53万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $96.79万 | 0.08% | 21,226 | -1,984 | -8.5% | -$9.05万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.87万 | 0.08% | 1,145 | 9 | 0.8% | $7,614 | 加仓 |
| ITOT | ISHARES TR | $100.99万 | 0.08% | 7,091 | 770 | 12.2% | $10.97万 | 加仓 |
| CSCO | CISCO SYS INC | $102.94万 | 0.09% | 13,267 | 206 | 1.6% | $1.60万 | 加仓 |
| BLK | BLACKROCK INC | $103.19万 | 0.09% | 1,073 | -70 | -6.1% | -$6.73万 | 减仓 |
| DGRO | ISHARES TR | $106.84万 | 0.09% | 15,224 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $112.30万 | 0.09% | 5,821 | 125 | 2.2% | $2.41万 | 加仓 |
| GE | GE AEROSPACE | $113.41万 | 0.10% | 3,996 | 71 | 1.8% | $2.02万 | 加仓 |
| IEUR | ISHARES TR | $115.64万 | 0.10% | 16,456 | -75 | -0.5% | -$5,270 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.91万 | 0.10% | 1,163 | 24 | 2.1% | $2.39万 | 加仓 |
| IWB | ISHARES TR | $117.17万 | 0.10% | 3,286 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $117.92万 | 0.10% | 32,034 | 8,085 | 33.8% | $29.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $121.77万 | 0.10% | 9,163 | -9 | -0.1% | -$1,196 | 减仓 |
| AMGN | AMGEN INC | $122.02万 | 0.10% | 3,468 | -27 | -0.8% | -$9,500 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $122.50万 | 0.10% | 12,535 | -703 | -5.3% | -$6.87万 | 减仓 |
| IDV | ISHARES TR | $123.02万 | 0.10% | 28,905 | 289 | 1.0% | $1.23万 | 加仓 |
| EFA | ISHARES TR | $123.22万 | 0.10% | 12,686 | -31 | -0.2% | -$3,011 | 减仓 |
| PEP | PEPSICO INC | $123.32万 | 0.10% | 7,941 | -59 | -0.7% | -$9,163 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $124.88万 | 0.10% | 5,152 | 8 | 0.2% | $1,939 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $125.69万 | 0.11% | 9,087 | -25 | -0.3% | -$3,458 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $131.87万 | 0.11% | 6,337 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $137.84万 | 0.12% | 17,388 | -67 | -0.4% | -$5,311 | 减仓 |
| DOW | DOW HLDGS INC | $139.59万 | 0.12% | 33,517 | -6,118 | -15.4% | -$25.48万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $139.73万 | 0.12% | 9,434 | -86 | -0.9% | -$1.27万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $142.00万 | 0.12% | 2,842 | 20 | 0.7% | $9,993 | 加仓 |
| VV | VANGUARD INDEX FDS | $143.12万 | 0.12% | 4,789 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $144.75万 | 0.12% | 17,279 | -46 | -0.3% | -$3,853 | 减仓 |
| BX | BLACKSTONE INC | $147.31万 | 0.12% | 12,811 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $148.68万 | 0.12% | 14,872 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $152.94万 | 0.13% | 68,750 | -694 | -1.0% | -$1.54万 | 减仓 |
| CVX | CHEVRON CORPORATION | $153.23万 | 0.13% | 7,406 | 42 | 0.6% | $8,690 | 加仓 |
| KO | COCA COLA CO | $162.07万 | 0.14% | 21,310 | -476 | -2.2% | -$3.62万 | 减仓 |
| QUAL | ISHARES TR | $162.10万 | 0.14% | 8,451 | 1,229 | 17.0% | $23.57万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $164.34万 | 0.14% | 35,881 | 33 | 0.1% | $1,511 | 加仓 |
| UNP | UNION PAC CORP | $167.73万 | 0.14% | 6,913 | -5 | -0.1% | -$1,213 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $168.09万 | 0.14% | 12,824 | 45 | 0.4% | $5,898 | 加仓 |
| META | META PLATFORMS INC | $169.04万 | 0.14% | 2,954 | 227 | 8.3% | $12.99万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $172.44万 | 0.14% | 10,662 | -177 | -1.6% | -$2.86万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $177.78万 | 0.15% | 48,895 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $178.90万 | 0.15% | 14,395 | 183 | 1.3% | $2.27万 | 加仓 |
| TSLA | TESLA INC | $185.11万 | 0.16% | 4,980 | 939 | 23.2% | $34.90万 | 加仓 |
| IVV | ISHARES TR | $187.00万 | 0.16% | 2,863 | 5 | 0.2% | $3,266 | 加仓 |
| SHM | SPDR SERIES TRUST | $187.78万 | 0.16% | 39,261 | -716 | -1.8% | -$3.42万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $191.23万 | 0.16% | 3,164 | -295 | -8.5% | -$17.83万 | 减仓 |
| VOX | VANGUARD WORLD FD | $197.88万 | 0.17% | 11,004 | -124 | -1.1% | -$2.23万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $200.47万 | 0.17% | 17,374 | -708 | -3.9% | -$8.17万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $202.93万 | 0.17% | 8,540 | 62 | 0.7% | $1.47万 | 加仓 |
| IXUS | ISHARES TR | $205.89万 | 0.17% | 23,764 | 46 | 0.2% | $3,985 | 加仓 |
| MCD | MCDONALDS CORP | $225.28万 | 0.19% | 7,249 | -106 | -1.4% | -$3.29万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $231.87万 | 0.19% | 32,023 | -2,505 | -7.3% | -$18.14万 | 减仓 |
| ABBV | ABBVIE INC | $243.98万 | 0.21% | 11,218 | -112 | -1.0% | -$2.44万 | 减仓 |
| GLD | SPDR GOLD TR | $248.16万 | 0.21% | 5,766 | 104 | 1.8% | $4.48万 | 加仓 |
| MRK | MERCK & CO INC | $252.41万 | 0.21% | 20,984 | -2,854 | -12.0% | -$34.33万 | 减仓 |
| ESGD | ISHARES TR | $259.50万 | 0.22% | 27,139 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $270.44万 | 0.23% | 3,712 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $272.38万 | 0.23% | 18,858 | 415 | 2.3% | $5.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $272.96万 | 0.23% | 11,168 | 99 | 0.9% | $2.42万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $278.40万 | 0.23% | 36,103 | -2,141 | -5.6% | -$16.51万 | 减仓 |
| VIS | VANGUARD WORLD FD | $292.51万 | 0.25% | 9,369 | -116 | -1.2% | -$3.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $310.58万 | 0.26% | 9,682 | 1,035 | 12.0% | $33.20万 | 加仓 |
| GOOG | ALPHABET INC | $315.55万 | 0.27% | 11,000 | 342 | 3.2% | $9.81万 | 加仓 |
| USMV | ISHARES TR | $325.28万 | 0.27% | 35,074 | -1,624 | -4.4% | -$15.06万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $334.36万 | 0.28% | 5,141 | 154 | 3.1% | $10.02万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $337.86万 | 0.28% | 68,435 | -2,086 | -3.0% | -$10.30万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $341.55万 | 0.29% | 33,571 | -402 | -1.2% | -$4.09万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $355.97万 | 0.30% | 24,281 | -1,500 | -5.8% | -$21.99万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $359.45万 | 0.30% | 109,090 | -1,805 | -1.6% | -$5.95万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $365.04万 | 0.31% | 33,495 | -440 | -1.3% | -$4.80万 | 减仓 |
| QQQ | INVESCO QQQ TR | $379.64万 | 0.32% | 6,578 | 425 | 6.9% | $24.53万 | 加仓 |