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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $117.17万 | 0.10% | 3,286 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $115.91万 | 0.10% | 1,163 | 24 | 2.1% | $2.39万 | 加仓 |
| IEUR | ISHARES TR | $115.64万 | 0.10% | 16,456 | -75 | -0.5% | -$5,270 | 减仓 |
| GE | GE AEROSPACE | $113.41万 | 0.10% | 3,996 | 71 | 1.8% | $2.02万 | 加仓 |
| RTX | RTX CORPORATION | $112.30万 | 0.09% | 5,821 | 125 | 2.2% | $2.41万 | 加仓 |
| DGRO | ISHARES TR | $106.84万 | 0.09% | 15,224 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $103.19万 | 0.09% | 1,073 | -70 | -6.1% | -$6.73万 | 减仓 |
| CSCO | CISCO SYS INC | $102.94万 | 0.09% | 13,267 | 206 | 1.6% | $1.60万 | 加仓 |
| ITOT | ISHARES TR | $100.99万 | 0.08% | 7,091 | 770 | 12.2% | $10.97万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.87万 | 0.08% | 1,145 | 9 | 0.8% | $7,614 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $96.79万 | 0.08% | 21,226 | -1,984 | -8.5% | -$9.05万 | 减仓 |
| COP | CONOCOPHILLIPS | $94.42万 | 0.08% | 7,153 | 116 | 1.6% | $1.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $92.07万 | 0.08% | 4,526 | 197 | 4.6% | $4.01万 | 加仓 |
| GEV | GE VERNOVA INC | $91.04万 | 0.08% | 1,043 | 17 | 1.7% | $1.48万 | 加仓 |
| NFLX | NETFLIX INC. | $88.54万 | 0.07% | 9,208 | 630 | 7.3% | $6.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $85.59万 | 0.07% | 1,433 | 12 | 0.8% | $7,167 | 加仓 |
| IJK | ISHARES TR | $84.66万 | 0.07% | 8,414 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $83.19万 | 0.07% | 2,817 | -219 | -7.2% | -$6.47万 | 减仓 |
| V | VISA INC | $82.10万 | 0.07% | 2,717 | 60 | 2.3% | $1.81万 | 加仓 |
| HD | HOME DEPOT INC | $80.08万 | 0.07% | 2,435 | -265 | -9.8% | -$8.72万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $79.57万 | 0.07% | 10,596 | 407 | 4.0% | $3.06万 | 加仓 |
| IAU | ISHARES GOLD TR | $79.34万 | 0.07% | 9,000 | -78 | -0.9% | -$6,876 | 减仓 |
| VHT | VANGUARD WORLD FD | $79.03万 | 0.07% | 2,902 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $78.92万 | 0.07% | 15,883 | -1,023 | -6.1% | -$5.08万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $77.71万 | 0.07% | 2,264 | 7 | 0.3% | $2,403 | 加仓 |
| NEE | NEXTERA ENERGY INC | $76.79万 | 0.06% | 8,268 | 105 | 1.3% | $9,752 | 加仓 |
| LOW | LOWES COS INC | $74.52万 | 0.06% | 3,154 | 172 | 5.8% | $4.06万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $74.38万 | 0.06% | 8,408 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $74.25万 | 0.06% | 7,232 | -117 | -1.6% | -$1.20万 | 减仓 |
| VFH | VANGUARD WORLD FD | $73.71万 | 0.06% | 6,101 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $72.02万 | 0.06% | 10,665 | 225 | 2.2% | $1.52万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $71.78万 | 0.06% | 2,124 | -117 | -5.2% | -$3.95万 | 减仓 |
| EMR | EMERSON ELEC CO | $70.70万 | 0.06% | 5,396 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES TR | $69.07万 | 0.06% | 9,027 | -366 | -3.9% | -$2.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $68.17万 | 0.06% | 3,552 | 30 | 0.9% | $5,758 | 加仓 |
| PCAR | PACCAR INC | $65.51万 | 0.06% | 5,672 | -54 | -0.9% | -$6,237 | 减仓 |
| ESGE | ISHARES INC | $62.93万 | 0.05% | 13,840 | -580 | -4.0% | -$2.64万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.60万 | 0.05% | 2,864 | -538 | -15.8% | -$11.57万 | 减仓 |
| IVW | ISHARES TR | $60.91万 | 0.05% | 5,385 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $60.20万 | 0.05% | 12,804 | -204 | -1.6% | -$9,592 | 减仓 |
| PSX | PHILLIPS 66 | $59.50万 | 0.05% | 3,266 | 60 | 1.9% | $1.09万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $58.57万 | 0.05% | 5,340 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $55.92万 | 0.05% | 11,192 | -127 | -1.1% | -$6,346 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $54.36万 | 0.05% | 2,773 | -32 | -1.1% | -$6,273 | 减仓 |
| CC | CHEMOURS CO | $51.37万 | 0.04% | 23,317 | -254 | -1.1% | -$5,596 | 减仓 |
| IWN | ISHARES TR | $51.08万 | 0.04% | 2,694 | -27 | -1.0% | -$5,120 | 减仓 |
| BAC | BANK AMERICA CORP | $50.20万 | 0.04% | 10,297 | -418 | -3.9% | -$2.04万 | 减仓 |
| CSX | CSX CORP | $49.26万 | 0.04% | 12,001 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $49.01万 | 0.04% | 32,673 | 5,450 | 20.0% | $8.17万 | 加仓 |
| EPP | ISHARES INC | $48.67万 | 0.04% | 9,158 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $48.06万 | 0.04% | 1,590 | 157 | 11.0% | $4.75万 | 加仓 |
| AGG | ISHARES TR | $47.82万 | 0.04% | 4,817 | 2,495 | 107.5% | $24.77万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $47.80万 | 0.04% | 3,650 | 39 | 1.1% | $5,107 | 加仓 |
| MTUM | ISHARES TR | $47.37万 | 0.04% | 1,974 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $46.87万 | 0.04% | 2,775 | -129 | -4.4% | -$2.18万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $46.46万 | 0.04% | 9,255 | -267 | -2.8% | -$1.34万 | 减仓 |
| VDC | VANGUARD WORLD FD | $45.61万 | 0.04% | 2,031 | 100 | 5.2% | $2.25万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $44.27万 | 0.04% | 3,824 | 33 | 0.9% | $3,820 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.16万 | 0.04% | 7,282 | -68 | -0.9% | -$4,124 | 减仓 |
| SBUX | STARBUCKS CORP | $43.98万 | 0.04% | 4,909 | 96 | 2.0% | $8,601 | 加仓 |
| MS | MORGAN STANLEY | $43.60万 | 0.04% | 2,649 | -93 | -3.4% | -$1.53万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $42.22万 | 0.04% | 1,454 | -502 | -25.7% | -$14.58万 | 减仓 |
| IDEV | ISHARES TR | $42.04万 | 0.04% | 5,031 | 5,031 | — | $42.04万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.24万 | 0.03% | 2,819 | 783 | 38.5% | $11.45万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $41.17万 | 0.03% | 12,280 | -202 | -1.6% | -$6,773 | 减仓 |
| SO | SOUTHERN CO | $39.46万 | 0.03% | 4,088 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $39.31万 | 0.03% | 1,739 | -151 | -8.0% | -$3.41万 | 减仓 |
| MO | ALTRIA GROUP INC | $38.40万 | 0.03% | 5,818 | 79 | 1.4% | $5,214 | 加仓 |
| SYK | STRYKER CORPORATION | $38.08万 | 0.03% | 1,159 | -310 | -21.1% | -$10.19万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.05万 | 0.03% | 4,700 | -1,000 | -17.5% | -$8.10万 | 减仓 |
| AMAT | APPLIED MATLS INC | $37.64万 | 0.03% | 1,101 | 20 | 1.9% | $6,837 | 加仓 |
| ASML | ASML HLDG NV | $37.51万 | 0.03% | 284 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $37.42万 | 0.03% | 1,237 | -7 | -0.6% | -$2,117 | 减仓 |
| VAW | VANGUARD WORLD FD | $36.98万 | 0.03% | 1,641 | -17 | -1.0% | -$3,831 | 减仓 |
| CRM | SALESFORCE INC | $36.61万 | 0.03% | 1,961 | 60 | 3.2% | $1.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.52万 | 0.03% | 743 | 3 | 0.4% | $1,475 | 加仓 |
| CAT | CATERPILLAR INC | $35.85万 | 0.03% | 506 | 13 | 2.6% | $9,210 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $34.98万 | 0.03% | 18,546 | -1,451 | -7.3% | -$2.74万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $34.93万 | 0.03% | 1,257 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $34.61万 | 0.03% | 6,812 | -675 | -9.0% | -$3.43万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $32.03万 | 0.03% | 4,415 | 1 | 0.0% | $73 | 加仓 |
| NOBL | PROSHARES TR | $31.67万 | 0.03% | 2,987 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $31.59万 | 0.03% | 1,753 | 47 | 2.8% | $8,470 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $31.24万 | 0.03% | 905 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $30.68万 | 0.03% | 3,853 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $30.36万 | 0.03% | 8,157 | 2,055 | 33.7% | $7.65万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $30.32万 | 0.03% | 1,165 | 11 | 1.0% | $2,863 | 加仓 |
| SHYD | VANECK ETF TRUST | $30.32万 | 0.03% | 13,381 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $30.08万 | 0.03% | 5,714 | 146 | 2.6% | $7,685 | 加仓 |
| T | AT&T INC | $29.96万 | 0.03% | 10,335 | 343 | 3.4% | $9,944 | 加仓 |
| QLD | PROSHARES TR | $29.96万 | 0.03% | 4,911 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $29.81万 | 0.03% | 837 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $29.64万 | 0.02% | 1,061 | -18 | -1.7% | -$5,028 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $29.11万 | 0.02% | 18,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $28.67万 | 0.02% | 999 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $28.51万 | 0.02% | 3,120 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $28.30万 | 0.02% | 1,422 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $28.20万 | 0.02% | 1,042 | -72 | -6.5% | -$1.95万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.06万 | 0.02% | 1,332 | -114 | -7.9% | -$2.32万 | 减仓 |