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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $26.64万 | 0.02% | 1,096 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $26.32万 | 0.02% | 1,789 | 84 | 4.9% | $1.24万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $26.28万 | 0.02% | 5,623 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $26.15万 | 0.02% | 1,379 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $26.10万 | 0.02% | 1,789 | -50 | -2.7% | -$7,296 | 减仓 |
| SSO | PROSHARES TR | $25.65万 | 0.02% | 4,943 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $25.33万 | 0.02% | 2,474 | 80 | 3.3% | $8,191 | 加仓 |
| TJX | TJX COS INC NEW | $24.98万 | 0.02% | 1,564 | 10 | 0.6% | $1,597 | 加仓 |
| CI | THE CIGNA GROUP | $24.54万 | 0.02% | 920 | 10 | 1.1% | $2,668 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $24.32万 | 0.02% | 2,358 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $23.72万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $23.29万 | 0.02% | 433 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $22.43万 | 0.02% | 625 | -49 | -7.3% | -$1.76万 | 减仓 |
| COR | CENCORA INC | $22.37万 | 0.02% | 712 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $22.31万 | 0.02% | 484 | 41 | 9.3% | $1.89万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $22.28万 | 0.02% | 2,369 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $21.84万 | 0.02% | 1,802 | -502 | -21.8% | -$6.08万 | 重新持有 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.42万 | 0.02% | 2,598 | -77 | -2.9% | -$6,347 | 减仓 |
| VOT | VANGUARD INDEX FDS | $21.41万 | 0.02% | 832 | 832 | — | $21.41万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.34万 | 0.02% | 1,170 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $21.07万 | 0.02% | 1,779 | 3 | 0.2% | $355 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $21.06万 | 0.02% | 3,092 | 9 | 0.3% | $613 | 加仓 |
| IJR | ISHARES TR | $20.81万 | 0.02% | 1,674 | -425 | -20.2% | -$5.28万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.67万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $20.32万 | 0.02% | 4,193 | 4,193 | — | $20.32万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $19.16万 | 0.02% | 10,634 | 10,634 | — | $19.16万 | 新建仓 |
| — | INVESCO PA VALUE MUN INC TR | $17.17万 | 0.01% | 16,243 | -2,290 | -12.4% | -$2.42万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.56万 | 0.01% | 10,628 | 10,628 | — | $11.56万 | 新建仓 |
| LWLG | LIGHTWAVE LOGIC INC | $7.57万 | 0.01% | 10,775 | 0 | 0.0% | — | 重新持有 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -30,584 | -100.0% | -$562.33万 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -10,908 | -100.0% | -$49.58万 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -31,935 | -100.0% | -$33.50万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -644 | -100.0% | -$30.48万 | 清仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $0 | 0.00% | 0 | -20,000 | -100.0% | -$29.74万 | 清仓 |
| IYG | ISHARES TR | $0 | 0.00% | 0 | -3,216 | -100.0% | -$29.67万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,244 | -100.0% | -$26.41万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,536 | -100.0% | -$26.28万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,112 | -100.0% | -$24.98万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -891 | -100.0% | -$20.15万 | 清仓 |