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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $124.82万 | 0.09% | 3,447 | -21 | -0.6% | -$7,604 | 减仓 |
| GEV | GE VERNOVA INC | $124.23万 | 0.09% | 1,058 | 15 | 1.4% | $1.76万 | 加仓 |
| CVX | CHEVRON CORPORATION | $120.78万 | 0.09% | 7,286 | -120 | -1.6% | -$1.99万 | 减仓 |
| IDV | ISHARES TR | $117.47万 | 0.09% | 28,355 | -550 | -1.9% | -$2.28万 | 减仓 |
| IJH | ISHARES TR | $116.34万 | 0.09% | 15,088 | 4,423 | 41.5% | $34.10万 | 加仓 |
| DGRO | ISHARES TR | $115.38万 | 0.09% | 15,224 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $115.04万 | 0.09% | 7,003 | -88 | -1.2% | -$1.45万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $114.71万 | 0.09% | 1,134 | -11 | -1.0% | -$1.11万 | 减仓 |
| RTX | RTX CORPORATION | $110.53万 | 0.08% | 5,826 | 5 | 0.1% | $949 | 加仓 |
| IEUR | ISHARES TR | $109.32万 | 0.08% | 14,543 | -1,913 | -11.6% | -$14.38万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $105.63万 | 0.08% | 33,154 | 1,120 | 3.5% | $3.57万 | 加仓 |
| PEP | PEPSICO INC | $105.18万 | 0.08% | 7,769 | -172 | -2.2% | -$2.33万 | 减仓 |
| BLK | BLACKROCK INC | $102.79万 | 0.08% | 1,069 | -4 | -0.4% | -$3,846 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $100.02万 | 0.08% | 2,094 | -30 | -1.4% | -$1.43万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $99.06万 | 0.08% | 1,443 | 10 | 0.7% | $6,865 | 加仓 |
| IJK | ISHARES TR | $98.86万 | 0.08% | 8,414 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $97.62万 | 0.07% | 6,582 | 4,908 | 293.2% | $72.79万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $97.55万 | 0.07% | 21,226 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $96.93万 | 0.07% | 1,036 | -127 | -10.9% | -$11.88万 | 减仓 |
| DOW | DOW HLDGS INC | $93.22万 | 0.07% | 34,071 | 554 | 1.7% | $1.52万 | 加仓 |
| V | VISA INC | $92.53万 | 0.07% | 2,697 | -20 | -0.7% | -$6,862 | 减仓 |
| VHT | VANGUARD WORLD FD | $89.70万 | 0.07% | 3,000 | 98 | 3.4% | $2.93万 | 加仓 |
| DEM | WISDOMTREE TR | $85.43万 | 0.06% | 15,883 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $80.29万 | 0.06% | 6,101 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $79.88万 | 0.06% | 2,265 | -170 | -7.0% | -$6.00万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $79.24万 | 0.06% | 2,237 | -27 | -1.2% | -$9,564 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $78.51万 | 0.06% | 8,408 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $77.24万 | 0.06% | 5,396 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $76.78万 | 0.06% | 1,062 | -39 | -3.5% | -$2.82万 | 减仓 |
| COP | CONOCOPHILLIPS | $75.21万 | 0.06% | 7,234 | 81 | 1.1% | $8,421 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 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 |
| IVW | ISHARES TR | $74.06万 | 0.06% | 5,385 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $72.19万 | 0.05% | 8,225 | -43 | -0.5% | -$3,774 | 减仓 |
| LOW | LOWES COS INC | $69.50万 | 0.05% | 3,152 | -2 | -0.1% | -$441 | 减仓 |
| ESGE | ISHARES INC | $68.47万 | 0.05% | 12,520 | -1,320 | -9.5% | -$7.22万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $68.25万 | 0.05% | 5,340 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $68.13万 | 0.05% | 5,672 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $67.96万 | 0.05% | 9,000 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $67.67万 | 0.05% | 1,974 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES TR | $67.22万 | 0.05% | 8,204 | -823 | -9.1% | -$6.74万 | 减仓 |
| ESML | ISHARES TR | $66.81万 | 0.05% | 11,946 | -858 | -6.7% | -$4.80万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.60万 | 0.05% | 2,815 | -49 | -1.7% | -$1.16万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $65.34万 | 0.05% | 7,201 | -31 | -0.4% | -$2,813 | 减仓 |
| NFLX | NETFLIX INC. | $65.25万 | 0.05% | 9,138 | -70 | -0.8% | -$4,998 | 减仓 |
| PSX | PHILLIPS 66 | $62.84万 | 0.05% | 3,718 | 452 | 13.8% | $7.64万 | 加仓 |
| CME | CME GROUP INC | $62.20万 | 0.05% | 2,817 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $59.21万 | 0.04% | 10,391 | 94 | 0.9% | $5,356 | 加仓 |
| IWN | ISHARES TR | $57.52万 | 0.04% | 2,600 | -94 | -3.5% | -$2.08万 | 减仓 |
| CSX | CSX CORP | $57.18万 | 0.04% | 12,031 | 30 | 0.2% | $1,426 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $57.13万 | 0.04% | 2,773 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $57.10万 | 0.04% | 287 | 3 | 1.1% | $5,968 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $56.68万 | 0.04% | 11,152 | -40 | -0.4% | -$2,033 | 减仓 |
| MS | MORGAN STANLEY | $55.61万 | 0.04% | 2,660 | 11 | 0.4% | $2,300 | 加仓 |
| IBB | ISHARES TR | $52.97万 | 0.04% | 2,785 | 10 | 0.4% | $1,902 | 加仓 |
| CAT | CATERPILLAR INC | $52.82万 | 0.04% | 496 | -10 | -2.0% | -$1.06万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $52.40万 | 0.04% | 1,433 | -157 | -9.9% | -$5.74万 | 减仓 |
| EPP | ISHARES INC | $48.78万 | 0.04% | 9,158 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $48.43万 | 0.04% | 23,602 | 285 | 1.2% | $5,848 | 加仓 |
| SBUX | STARBUCKS CORP | $48.22万 | 0.04% | 4,719 | -190 | -3.9% | -$1.94万 | 减仓 |
| AGG | ISHARES TR | $47.68万 | 0.04% | 4,817 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $47.52万 | 0.04% | 4,911 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $47.18万 | 0.04% | 1,257 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE FUNDS TRUST | $45.44万 | 0.03% | 18,546 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $44.75万 | 0.03% | 5,028 | -3 | -0.1% | -$267 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $44.27万 | 0.03% | 3,791 | -33 | -0.9% | -$3,853 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $43.31万 | 0.03% | 1,042 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $43.18万 | 0.03% | 3,411 | -239 | -6.5% | -$3.03万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $42.70万 | 0.03% | 1,456 | 2 | 0.1% | $586 | 加仓 |
| MO | ALTRIA GROUP INC | $41.84万 | 0.03% | 5,816 | -2 | -0.0% | -$144 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $41.57万 | 0.03% | 1,229 | -8 | -0.6% | -$2,706 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.62万 | 0.03% | 7,050 | -232 | -3.2% | -$1.34万 | 减仓 |
| PAVE | GLOBAL X FDS | $40.14万 | 0.03% | 6,812 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $39.13万 | 0.03% | 4,088 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $38.86万 | 0.03% | 12,154 | -126 | -1.0% | -$4,028 | 减仓 |
| NTAP | NETAPP INC | $38.29万 | 0.03% | 2,474 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $38.27万 | 0.03% | 501 | 41 | 8.9% | $3.13万 | 重新持有 |
| — | BITWISE ETHEREUM ETF | $37.92万 | 0.03% | 33,621 | 948 | 2.9% | $1.07万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $37.87万 | 0.03% | 4,666 | -34 | -0.7% | -$2,759 | 减仓 |
| SNDK | SANDISK CORP | $37.74万 | 0.03% | 166 | 166 | — | $37.74万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $37.54万 | 0.03% | 1,641 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $37.07万 | 0.03% | 1,644 | -387 | -19.1% | -$8.73万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.50万 | 0.03% | 728 | -15 | -2.0% | -$7,520 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $36.17万 | 0.03% | 4,566 | 151 | 3.4% | $1.20万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.96万 | 0.03% | 1,207 | 1,207 | — | $35.96万 | 新建仓 |
| SYK | STRYKER CORPORATION | $35.77万 | 0.03% | 1,136 | -23 | -2.0% | -$7,241 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.34万 | 0.03% | 3,029 | 210 | 7.4% | $2.45万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.59万 | 0.03% | 8,169 | -1,086 | -11.7% | -$4.60万 | 减仓 |
| INTC | INTEL CORP | $34.40万 | 0.03% | 2,464 | 2,464 | — | $34.40万 | 新建仓 |
| NOBL | PROSHARES TR | $33.55万 | 0.03% | 5,974 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $33.39万 | 0.03% | 2,131 | 170 | 8.7% | $2.66万 | 加仓 |
| SSO | PROSHARES TR | $33.31万 | 0.03% | 4,943 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $31.94万 | 0.02% | 500 | 500 | — | $31.94万 | 新建仓 |
| WFC | WELLS FARGO & CO | $31.64万 | 0.02% | 3,829 | -24 | -0.6% | -$1,983 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $31.43万 | 0.02% | 999 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $30.88万 | 0.02% | 433 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $30.80万 | 0.02% | 1,423 | 1 | 0.1% | $216 | 加仓 |
| SHYD | VANECK ETF TRUST | $30.70万 | 0.02% | 13,404 | 23 | 0.2% | $527 | 加仓 |
| GLW | CORNING INC | $30.65万 | 0.02% | 1,200 | 1,200 | — | $30.65万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $30.33万 | 0.02% | 700 | 700 | — | $30.33万 | 新建仓 |