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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $30.17万 | 0.02% | 1,000 | 1,000 | — | $30.17万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $29.94万 | 0.02% | 1,667 | -86 | -4.9% | -$1.54万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.51万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $29.11万 | 0.02% | 18,000 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $28.39万 | 0.02% | 8,158 | 1 | 0.0% | $35 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.59万 | 0.02% | 1,232 | -100 | -7.5% | -$2.24万 | 减仓 |
| EFAV | ISHARES TR | $27.37万 | 0.02% | 3,120 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $27.06万 | 0.02% | 5,623 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $26.74万 | 0.02% | 2,932 | 2,932 | — | $26.74万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $26.46万 | 0.02% | 1,739 | -50 | -2.8% | -$7,609 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.39万 | 0.02% | 908 | 3 | 0.3% | $872 | 加仓 |
| DHR | DANAHER CORP DEL | $26.27万 | 0.02% | 1,379 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $26.21万 | 0.02% | 837 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $26.21万 | 0.02% | 1,789 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $26.02万 | 0.02% | 962 | -203 | -17.4% | -$5.49万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $25.82万 | 0.02% | 2,358 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $25.34万 | 0.02% | 1,020 | -41 | -3.9% | -$1.02万 | 减仓 |
| CI | THE CIGNA GROUP | $25.09万 | 0.02% | 910 | -10 | -1.1% | -$2,757 | 减仓 |
| AMLP | ALPS ETF TR | $24.33万 | 0.02% | 4,693 | -1,021 | -17.9% | -$5.29万 | 减仓 |
| T | AT&T INC | $24.09万 | 0.02% | 11,637 | 1,302 | 12.6% | $2.70万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $24.07万 | 0.02% | 3,770 | 3,770 | — | $24.07万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $24.01万 | 0.02% | 3,274 | 3,274 | — | $24.01万 | 新建仓 |
| C | CITIGROUP INC | $23.98万 | 0.02% | 1,713 | 1,713 | — | $23.98万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $23.74万 | 0.02% | 2,388 | 19 | 0.8% | $1,889 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $23.47万 | 0.02% | 1,170 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $23.40万 | 0.02% | 5,150 | 5,150 | — | $23.40万 | 新建仓 |
| TGT | TARGET CORP | $23.11万 | 0.02% | 1,769 | -33 | -1.8% | -$4,310 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.00万 | 0.02% | 2,598 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $22.97万 | 0.02% | 1,516 | -48 | -3.1% | -$7,273 | 减仓 |
| SHOP | SHOPIFY INC | $22.84万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $22.36万 | 0.02% | 1,000 | 1,000 | — | $22.36万 | 新建仓 |
| VVV | VALVOLINE INC | $22.21万 | 0.02% | 5,616 | 5,616 | — | $22.21万 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $21.53万 | 0.02% | 3,099 | 7 | 0.2% | $486 | 加仓 |
| VCR | VANGUARD WORLD FD | $21.37万 | 0.02% | 539 | -86 | -13.8% | -$3.41万 | 减仓 |
| IJS | ISHARES TR | $21.35万 | 0.02% | 1,562 | -217 | -12.2% | -$2.97万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $21.26万 | 0.02% | 4,688 | -296 | -5.9% | -$1.34万 | 重新持有 |
| ISTB | ISHARES TR | $21.18万 | 0.02% | 4,391 | 198 | 4.7% | $9,553 | 加仓 |
| ADBE | ADOBE INC | $21.12万 | 0.02% | 1,030 | -66 | -6.0% | -$1.35万 | 减仓 |
| APP | APPLOVIN CORP | $20.61万 | 0.02% | 400 | -3 | -0.7% | -$1,546 | 重新持有 |
| COR | CENCORA INC | $20.32万 | 0.02% | 718 | 6 | 0.8% | $1,698 | 加仓 |
| EMXC | ISHARES INC | $20.12万 | 0.02% | 1,967 | 1,967 | — | $20.12万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $18.30万 | 0.01% | 15,780 | 15,780 | — | $18.30万 | 新建仓 |
| — | INVESCO PA VALUE MUN INC TR | $17.85万 | 0.01% | 15,768 | -475 | -2.9% | -$5,377 | 减仓 |
| LWLG | LIGHTWAVE LOGIC INC | $15.87万 | 0.01% | 16,775 | 6,000 | 55.7% | $5.68万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.52万 | 0.01% | 10,628 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,739 | -100.0% | -$39.31万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -484 | -100.0% | -$22.31万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -832 | -100.0% | -$21.41万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -10,634 | -100.0% | -$19.16万 | 清仓 |