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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $366.94万 | 0.28% | 23,128 | -1,153 | -4.7% | -$18.29万 | 减仓 |
| MUNI | PIMCO ETF TR | $372.36万 | 0.28% | 70,791 | -2,345 | -3.2% | -$12.33万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $381.29万 | 0.29% | 32,510 | -985 | -2.9% | -$11.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $387.84万 | 0.29% | 7,751 | -243 | -3.0% | -$12.16万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $390.04万 | 0.30% | 107,569 | -1,521 | -1.4% | -$5.52万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $391.46万 | 0.30% | 76,757 | -2,824 | -3.5% | -$14.40万 | 减仓 |
| GOOG | ALPHABET INC | $392.20万 | 0.30% | 11,100 | 100 | 0.9% | $3.53万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $394.05万 | 0.30% | 33,585 | 14 | 0.0% | $1,643 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $394.48万 | 0.30% | 104,972 | 3,200 | 3.1% | $12.03万 | 加仓 |
| CTVA | CORTEVA INC | $401.24万 | 0.30% | 47,378 | 1,032 | 2.2% | $8.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $415.11万 | 0.31% | 5,559 | 418 | 8.1% | $31.21万 | 加仓 |
| SF | STIFEL FINL CORP | $460.36万 | 0.35% | 65,982 | -700 | -1.0% | -$4.88万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $460.68万 | 0.35% | 132,340 | 4,605 | 3.6% | $16.03万 | 加仓 |
| ITM | VANECK ETF TRUST | $464.22万 | 0.35% | 98,793 | -4,352 | -4.2% | -$20.45万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $465.76万 | 0.35% | 137,636 | 3,660 | 2.7% | $12.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $478.42万 | 0.36% | 6,497 | -81 | -1.2% | -$5.96万 | 减仓 |
| URI | UNITED RENTALS INC | $480.91万 | 0.36% | 4,245 | 533 | 14.4% | $60.38万 | 加仓 |
| HDV | ISHARES TR | $502.95万 | 0.38% | 183,493 | 98 | 0.1% | $2,686 | 加仓 |
| AZN | ASTRAZENECA PLC | $533.14万 | 0.40% | 28,116 | -696 | -2.4% | -$13.20万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $601.80万 | 0.46% | 45,509 | -978 | -2.1% | -$12.93万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $754.61万 | 0.57% | 31,057 | 404 | 1.3% | $9.82万 | 加仓 |
| LLY | ELI LILLY & CO | $765.01万 | 0.58% | 6,378 | 9 | 0.1% | $1.08万 | 加仓 |
| AMZN | AMAZON COM INC | $768.45万 | 0.58% | 32,240 | -310 | -1.0% | -$7.39万 | 减仓 |
| AVGO | BROADCOM INC | $782.40万 | 0.59% | 20,712 | 180 | 0.9% | $6.80万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $873.73万 | 0.66% | 122,630 | -471 | -0.4% | -$3.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $903.77万 | 0.69% | 27,611 | 2,430 | 9.7% | $79.54万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $917.45万 | 0.70% | 181,386 | -4,248 | -2.3% | -$21.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $977.36万 | 0.74% | 26,202 | -208 | -0.8% | -$7.76万 | 减仓 |
| MUB | ISHARES TR | $986.48万 | 0.75% | 91,665 | 455 | 0.5% | $4.90万 | 加仓 |
| IEMG | ISHARES INC | $1,128.68万 | 0.86% | 136,249 | 723 | 0.5% | $5.99万 | 加仓 |
| GOOGL | ALPHABET INC | $1,160.50万 | 0.88% | 32,473 | -223 | -0.7% | -$7.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,475.45万 | 1.12% | 73,740 | -3,351 | -4.3% | -$67.05万 | 减仓 |
| SUB | ISHARES TR | $1,510.22万 | 1.15% | 141,844 | -3,506 | -2.4% | -$37.33万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $1,789.29万 | 1.36% | 452,642 | 21,955 | 5.1% | $86.79万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,893.81万 | 1.44% | 238,457 | 16,744 | 7.6% | $132.98万 | 加仓 |
| REET | ISHARES TR | $1,952.10万 | 1.48% | 706,773 | 10,294 | 1.5% | $28.43万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,954.68万 | 1.48% | 809,728 | 56,152 | 7.5% | $135.55万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,521.82万 | 1.91% | 210,995 | -269 | -0.1% | -$3.22万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $3,035.64万 | 2.30% | 278,220 | -6,597 | -2.3% | -$71.98万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $3,411.92万 | 2.59% | 286,742 | 1,196 | 0.4% | $14.23万 | 加仓 |
| AAPL | APPLE INC | $3,436.18万 | 2.61% | 118,752 | -1,781 | -1.5% | -$51.53万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,439.21万 | 2.61% | 565,753 | 5,577 | 1.0% | $33.90万 | 加仓 |
| IEFA | ISHARES TR | $3,716.93万 | 2.82% | 384,856 | 9,687 | 2.6% | $93.56万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,133.78万 | 3.14% | 692,546 | 5,714 | 0.8% | $34.11万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $5,746.72万 | 4.36% | 974,352 | 64,696 | 7.1% | $381.58万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.18亿 | 8.93% | 1,424,549 | 130,263 | 10.1% | $1,076.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.23亿 | 9.35% | 1,429,857 | 7,809 | 0.5% | $67.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.51亿 | 11.44% | 691,901 | -8,269 | -1.2% | -$180.21万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.58亿 | 12.03% | 5,721,529 | -125,977 | -2.2% | -$348.96万 | 减仓 |