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 |
|---|---|---|---|---|---|---|---|---|
| IWN | ISHARES TR | $57.52万 | 0.04% | 2,600 | -94 | -3.5% | -$2.08万 | 减仓 |
| BAC | BANK OF AMER CORP | $59.21万 | 0.04% | 10,391 | 94 | 0.9% | $5,356 | 加仓 |
| CME | CME GROUP INC | $62.20万 | 0.05% | 2,817 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $62.84万 | 0.05% | 3,718 | 452 | 13.8% | $7.64万 | 加仓 |
| NFLX | NETFLIX INC. | $65.25万 | 0.05% | 9,138 | -70 | -0.8% | -$4,998 | 减仓 |
| ABT | ABBOTT LABORATORIES | $65.34万 | 0.05% | 7,201 | -31 | -0.4% | -$2,813 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.60万 | 0.05% | 2,815 | -49 | -1.7% | -$1.16万 | 减仓 |
| ESML | ISHARES TR | $66.81万 | 0.05% | 11,946 | -858 | -6.7% | -$4.80万 | 减仓 |
| IPAC | ISHARES TR | $67.22万 | 0.05% | 8,204 | -823 | -9.1% | -$6.74万 | 减仓 |
| MTUM | ISHARES TR | $67.67万 | 0.05% | 1,974 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $67.96万 | 0.05% | 9,000 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $68.13万 | 0.05% | 5,672 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $68.25万 | 0.05% | 5,340 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $68.47万 | 0.05% | 12,520 | -1,320 | -9.5% | -$7.22万 | 减仓 |
| LOW | LOWES COS INC | $69.50万 | 0.05% | 3,152 | -2 | -0.1% | -$441 | 减仓 |
| NEE | NEXTERA ENERGY INC | $72.19万 | 0.05% | 8,225 | -43 | -0.5% | -$3,774 | 减仓 |
| IVW | ISHARES TR | $74.06万 | 0.06% | 5,385 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $74.72万 | 0.06% | 3,512 | -40 | -1.1% | -$8,510 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $75.21万 | 0.06% | 7,234 | 81 | 1.1% | $8,421 | 加仓 |
| AMAT | APPLIED MATLS INC | $76.78万 | 0.06% | 1,062 | -39 | -3.5% | -$2.82万 | 减仓 |
| EMR | EMERSON ELEC CO | $77.24万 | 0.06% | 5,396 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $78.51万 | 0.06% | 8,408 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $79.24万 | 0.06% | 2,237 | -27 | -1.2% | -$9,564 | 减仓 |
| HD | HOME DEPOT INC | $79.88万 | 0.06% | 2,265 | -170 | -7.0% | -$6.00万 | 减仓 |
| VFH | VANGUARD WORLD FD | $80.29万 | 0.06% | 6,101 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $85.43万 | 0.06% | 15,883 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $89.70万 | 0.07% | 3,000 | 98 | 3.4% | $2.93万 | 加仓 |
| V | VISA INC | $92.53万 | 0.07% | 2,697 | -20 | -0.7% | -$6,862 | 减仓 |
| DOW | DOW HLDGS INC | $93.22万 | 0.07% | 34,071 | 554 | 1.7% | $1.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $96.93万 | 0.07% | 1,036 | -127 | -10.9% | -$11.88万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $97.55万 | 0.07% | 21,226 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $97.62万 | 0.07% | 6,582 | 4,908 | 293.2% | $72.79万 | 加仓 |
| IJK | ISHARES TR | $98.86万 | 0.08% | 8,414 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $99.06万 | 0.08% | 1,443 | 10 | 0.7% | $6,865 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $100.02万 | 0.08% | 2,094 | -30 | -1.4% | -$1.43万 | 减仓 |
| BLK | BLACKROCK INC | $102.79万 | 0.08% | 1,069 | -4 | -0.4% | -$3,846 | 减仓 |
| PEP | PEPSICO INC | $105.18万 | 0.08% | 7,769 | -172 | -2.2% | -$2.33万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $105.63万 | 0.08% | 33,154 | 1,120 | 3.5% | $3.57万 | 加仓 |
| IEUR | ISHARES TR | $109.32万 | 0.08% | 14,543 | -1,913 | -11.6% | -$14.38万 | 减仓 |
| RTX | RTX CORPORATION | $110.53万 | 0.08% | 5,826 | 5 | 0.1% | $949 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $114.71万 | 0.09% | 1,134 | -11 | -1.0% | -$1.11万 | 减仓 |
| ITOT | ISHARES TR | $115.04万 | 0.09% | 7,003 | -88 | -1.2% | -$1.45万 | 减仓 |
| DGRO | ISHARES TR | $115.38万 | 0.09% | 15,224 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $116.34万 | 0.09% | 15,088 | 4,423 | 41.5% | $34.10万 | 加仓 |
| IDV | ISHARES TR | $117.47万 | 0.09% | 28,355 | -550 | -1.9% | -$2.28万 | 减仓 |
| CVX | CHEVRON CORPORATION | $120.78万 | 0.09% | 7,286 | -120 | -1.6% | -$1.99万 | 减仓 |
| GEV | GE VERNOVA INC | $124.23万 | 0.09% | 1,058 | 15 | 1.4% | $1.76万 | 加仓 |
| AMGN | AMGEN INC | $124.82万 | 0.09% | 3,447 | -21 | -0.6% | -$7,604 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $126.76万 | 0.10% | 15,136 | 4,540 | 42.8% | $38.02万 | 加仓 |
| EFA | ISHARES TR | $131.79万 | 0.10% | 12,686 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $134.56万 | 0.10% | 3,286 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $144.89万 | 0.11% | 2,821 | -21 | -0.7% | -$1.08万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $145.01万 | 0.11% | 12,535 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $147.29万 | 0.11% | 3,941 | -55 | -1.4% | -$2.06万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $149.10万 | 0.11% | 9,434 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $149.73万 | 0.11% | 17,028 | -251 | -1.5% | -$2.21万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $150.73万 | 0.11% | 5,360 | 208 | 4.0% | $5.85万 | 加仓 |
| BX | BLACKSTONE INC | $150.75万 | 0.11% | 12,811 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $152.62万 | 0.12% | 68,750 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $152.63万 | 0.12% | 12,994 | -273 | -2.1% | -$3.21万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $156.30万 | 0.12% | 6,347 | 10 | 0.2% | $2,463 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $157.10万 | 0.12% | 8,246 | -917 | -10.0% | -$17.47万 | 减仓 |
| META | META PLATFORMS INC | $158.38万 | 0.12% | 2,812 | -142 | -4.8% | -$8.00万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $158.67万 | 0.12% | 53,913 | 53,913 | — | $158.67万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $159.26万 | 0.12% | 3,126 | -38 | -1.2% | -$1.94万 | 减仓 |
| WMT | WALMART INC | $160.18万 | 0.12% | 14,143 | -252 | -1.8% | -$2.85万 | 减仓 |
| VV | VANGUARD INDEX FDS | $164.70万 | 0.12% | 4,789 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $165.35万 | 0.13% | 12,190 | -23,691 | -66.0% | -$321.35万 | 减仓 |
| KO | COCA COLA CO | $171.30万 | 0.13% | 21,078 | -232 | -1.1% | -$1.89万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $173.25万 | 0.13% | 11,039 | 1,952 | 21.5% | $30.63万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $174.91万 | 0.13% | 12,785 | -39 | -0.3% | -$5,335 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $176.57万 | 0.13% | 22,342 | 4,954 | 28.5% | $39.15万 | 加仓 |
| QUAL | ISHARES TR | $186.10万 | 0.14% | 8,481 | 30 | 0.4% | $6,583 | 加仓 |
| SHM | SPDR SERIES TRUST | $186.81万 | 0.14% | 38,947 | -314 | -0.8% | -$1.51万 | 减仓 |
| UNP | UNION PAC CORP | $188.14万 | 0.14% | 6,917 | 4 | 0.1% | $1,088 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $189.96万 | 0.14% | 48,895 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $190.34万 | 0.14% | 7,042 | -207 | -2.9% | -$5.59万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $196.84万 | 0.15% | 10,627 | -35 | -0.3% | -$6,483 | 减仓 |
| VOX | VANGUARD WORLD FD | $204.63万 | 0.16% | 11,125 | 121 | 1.1% | $2.23万 | 加仓 |
| TSLA | TESLA INC | $209.85万 | 0.16% | 4,990 | 10 | 0.2% | $4,205 | 加仓 |
| GLD | SPDR GOLD TR | $212.45万 | 0.16% | 5,766 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $214.14万 | 0.16% | 2,859 | -4 | -0.1% | -$2,996 | 减仓 |
| IXN | ISHARES TR | $214.87万 | 0.16% | 14,872 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $230.18万 | 0.17% | 24,118 | 354 | 1.5% | $3.38万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $246.41万 | 0.19% | 31,685 | -338 | -1.1% | -$2.63万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $257.20万 | 0.20% | 8,489 | -51 | -0.6% | -$1.55万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $258.72万 | 0.20% | 4,454 | -72 | -1.6% | -$4.18万 | 减仓 |
| MRK | MERCK & CO INC | $267.07万 | 0.20% | 20,784 | -200 | -1.0% | -$2.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $269.60万 | 0.20% | 18,387 | -471 | -2.5% | -$6.91万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $275.72万 | 0.21% | 16,883 | -491 | -2.8% | -$8.02万 | 减仓 |
| ESGD | ISHARES TR | $280.49万 | 0.21% | 27,282 | 143 | 0.5% | $1.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $280.95万 | 0.21% | 11,063 | -105 | -0.9% | -$2.67万 | 减仓 |
| ABBV | ABBVIE INC | $281.74万 | 0.21% | 11,196 | -22 | -0.2% | -$5,536 | 减仓 |
| VXUS | VANGUARD STAR FDS | $307.74万 | 0.23% | 35,996 | -107 | -0.3% | -$9,148 | 减仓 |
| — | EXXON MOBIL CORP | $327.77万 | 0.25% | 23,974 | 122 | 0.5% | $1.67万 | 加仓 |
| USMV | ISHARES TR | $332.54万 | 0.25% | 34,474 | -600 | -1.7% | -$5.79万 | 减仓 |
| VIS | VANGUARD WORLD FD | $337.04万 | 0.26% | 9,353 | -16 | -0.2% | -$5,766 | 减仓 |
| VTI | VANGUARD INDEX FDS | $348.05万 | 0.26% | 9,405 | -277 | -2.9% | -$10.25万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $365.76万 | 0.28% | 68,229 | -206 | -0.3% | -$1.10万 | 减仓 |