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 |
|---|---|---|---|---|---|---|---|---|
| MUNI | PIMCO ETF TR | $381.70万 | 0.32% | 73,136 | -905 | -1.2% | -$4.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $383.06万 | 0.32% | 7,994 | 998 | 14.3% | $47.82万 | 加仓 |
| CTVA | CORTEVA INC | $387.94万 | 0.33% | 46,346 | -1,456 | -3.0% | -$12.19万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $389.59万 | 0.33% | 127,735 | 524 | 0.4% | $1.60万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $390.27万 | 0.33% | 133,976 | -480 | -0.4% | -$1.40万 | 减仓 |
| — | EXXON MOBIL CORP | $404.67万 | 0.34% | 23,852 | 52 | 0.2% | $8,822 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $405.71万 | 0.34% | 79,581 | -1,859 | -2.3% | -$9.48万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $453.97万 | 0.38% | 101,772 | 12,841 | 14.4% | $57.28万 | 加仓 |
| ITM | VANECK ETF TRUST | $478.90万 | 0.40% | 103,145 | 10,794 | 11.7% | $50.12万 | 加仓 |
| SF | STIFEL FINL CORP | $492.91万 | 0.41% | 66,682 | -4,762 | -6.7% | -$35.20万 | 减仓 |
| HDV | ISHARES TR | $497.81万 | 0.42% | 36,679 | -756 | -2.0% | -$10.26万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $521.91万 | 0.44% | 46,487 | 1,179 | 2.6% | $13.24万 | 加仓 |
| AZN | ASTRAZENECA PLC | $568.23万 | 0.48% | 28,812 | 28,812 | — | $568.23万 | 新建仓 |
| LLY | ELI LILLY & CO | $585.81万 | 0.49% | 6,369 | 66 | 1.0% | $6.07万 | 加仓 |
| AVGO | BROADCOM INC | $635.49万 | 0.53% | 20,532 | 89 | 0.4% | $2.75万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $665.92万 | 0.56% | 30,653 | 1,068 | 3.6% | $23.20万 | 加仓 |
| AMZN | AMAZON COM INC | $677.95万 | 0.57% | 32,550 | 437 | 1.4% | $9.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $740.70万 | 0.62% | 25,181 | -74 | -0.3% | -$2.18万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $788.83万 | 0.66% | 123,101 | -600 | -0.5% | -$3.84万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $926.13万 | 0.78% | 185,634 | 72 | 0.0% | $3,592 | 加仓 |
| GOOGL | ALPHABET INC | $940.21万 | 0.79% | 32,696 | 521 | 1.6% | $14.98万 | 加仓 |
| IEMG | ISHARES INC | $945.29万 | 0.79% | 135,526 | 7,346 | 5.7% | $51.24万 | 加仓 |
| MUB | ISHARES TR | $968.18万 | 0.81% | 91,210 | 16,299 | 21.8% | $173.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $977.63万 | 0.82% | 26,410 | 710 | 2.8% | $26.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,344.46万 | 1.13% | 77,091 | -160 | -0.2% | -$2.79万 | 减仓 |
| SUB | ISHARES TR | $1,547.98万 | 1.30% | 145,350 | 8,518 | 6.2% | $90.72万 | 加仓 |
| REET | ISHARES TR | $1,751.64万 | 1.47% | 696,479 | 5,972 | 0.9% | $15.02万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,828.92万 | 1.54% | 753,576 | -155 | -0.0% | -$3,762 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,842.39万 | 1.55% | 26,408 | -153 | -0.6% | -$10.67万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $1,986.76万 | 1.67% | 430,687 | 2,735 | 0.6% | $12.62万 | 加仓 |
| GLDM | WORLD GOLD TR | $2,055.04万 | 1.73% | 221,713 | -8,264 | -3.6% | -$76.60万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $2,693.79万 | 2.26% | 284,817 | -3,039 | -1.1% | -$28.74万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2,795.77万 | 2.35% | 285,546 | 14,280 | 5.3% | $139.81万 | 加仓 |
| AAPL | APPLE INC | $3,058.97万 | 2.57% | 120,533 | -1,756 | -1.4% | -$44.57万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,169.47万 | 2.66% | 560,176 | 18,519 | 3.4% | $104.78万 | 加仓 |
| IEFA | ISHARES TR | $3,396.39万 | 2.86% | 375,169 | 23,347 | 6.6% | $211.36万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,712.31万 | 3.12% | 686,832 | 2,017 | 0.3% | $10.90万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $5,416.99万 | 4.55% | 909,656 | 2,178 | 0.2% | $12.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.04亿 | 8.70% | 237,008 | 12,991 | 5.8% | $567.43万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.07亿 | 9.00% | 1,294,286 | 30,523 | 2.4% | $252.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.37亿 | 11.55% | 700,170 | -3,467 | -0.5% | -$68.02万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.45亿 | 12.17% | 5,847,506 | -73,177 | -1.2% | -$181.11万 | 减仓 |