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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $1.58亿 | 12.03% | 5,721,529 | -125,977 | -2.2% | -$348.96万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.51亿 | 11.44% | 691,901 | -8,269 | -1.2% | -$180.21万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.23亿 | 9.35% | 1,429,857 | 7,809 | 0.5% | $67.27万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.18亿 | 8.93% | 1,424,549 | 130,263 | 10.1% | $1,076.62万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $5,746.72万 | 4.36% | 974,352 | 64,696 | 7.1% | $381.58万 | 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 |
| IEFA | ISHARES TR | $3,716.93万 | 2.82% | 384,856 | 9,687 | 2.6% | $93.56万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,439.21万 | 2.61% | 565,753 | 5,577 | 1.0% | $33.90万 | 加仓 |
| AAPL | APPLE INC | $3,436.18万 | 2.61% | 118,752 | -1,781 | -1.5% | -$51.53万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $3,411.92万 | 2.59% | 286,742 | 1,196 | 0.4% | $14.23万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $3,035.64万 | 2.30% | 278,220 | -6,597 | -2.3% | -$71.98万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,521.82万 | 1.91% | 210,995 | -269 | -0.1% | -$3.22万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,954.68万 | 1.48% | 809,728 | 56,152 | 7.5% | $135.55万 | 加仓 |
| REET | ISHARES TR | $1,952.10万 | 1.48% | 706,773 | 10,294 | 1.5% | $28.43万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,893.81万 | 1.44% | 238,457 | 16,744 | 7.6% | $132.98万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $1,789.29万 | 1.36% | 452,642 | 21,955 | 5.1% | $86.79万 | 加仓 |
| SUB | ISHARES TR | $1,510.22万 | 1.15% | 141,844 | -3,506 | -2.4% | -$37.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,475.45万 | 1.12% | 73,740 | -3,351 | -4.3% | -$67.05万 | 减仓 |
| GOOGL | ALPHABET INC | $1,160.50万 | 0.88% | 32,473 | -223 | -0.7% | -$7.97万 | 减仓 |
| IEMG | ISHARES INC | $1,128.68万 | 0.86% | 136,249 | 723 | 0.5% | $5.99万 | 加仓 |
| MUB | ISHARES TR | $986.48万 | 0.75% | 91,665 | 455 | 0.5% | $4.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $977.36万 | 0.74% | 26,202 | -208 | -0.8% | -$7.76万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $917.45万 | 0.70% | 181,386 | -4,248 | -2.3% | -$21.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $903.77万 | 0.69% | 27,611 | 2,430 | 9.7% | $79.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $873.73万 | 0.66% | 122,630 | -471 | -0.4% | -$3.36万 | 减仓 |
| AVGO | BROADCOM INC | $782.40万 | 0.59% | 20,712 | 180 | 0.9% | $6.80万 | 加仓 |
| AMZN | AMAZON COM INC | $768.45万 | 0.58% | 32,240 | -310 | -1.0% | -$7.39万 | 减仓 |
| LLY | ELI LILLY & CO | $765.01万 | 0.58% | 6,378 | 9 | 0.1% | $1.08万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $754.61万 | 0.57% | 31,057 | 404 | 1.3% | $9.82万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $601.80万 | 0.46% | 45,509 | -978 | -2.1% | -$12.93万 | 减仓 |
| AZN | ASTRAZENECA PLC | $533.14万 | 0.40% | 28,116 | -696 | -2.4% | -$13.20万 | 减仓 |
| HDV | ISHARES TR | $502.95万 | 0.38% | 183,493 | 98 | 0.1% | $2,686 | 加仓 |
| URI | UNITED RENTALS INC | $480.91万 | 0.36% | 4,245 | 533 | 14.4% | $60.38万 | 加仓 |
| QQQ | INVESCO QQQ TR | $478.42万 | 0.36% | 6,497 | -81 | -1.2% | -$5.96万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $465.76万 | 0.35% | 137,636 | 3,660 | 2.7% | $12.39万 | 加仓 |
| ITM | VANECK ETF TRUST | $464.22万 | 0.35% | 98,793 | -4,352 | -4.2% | -$20.45万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $460.68万 | 0.35% | 132,340 | 4,605 | 3.6% | $16.03万 | 加仓 |
| SF | STIFEL FINL CORP | $460.36万 | 0.35% | 65,982 | -700 | -1.0% | -$4.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $415.11万 | 0.31% | 5,559 | 418 | 8.1% | $31.21万 | 加仓 |
| CTVA | CORTEVA INC | $401.24万 | 0.30% | 47,378 | 1,032 | 2.2% | $8.74万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $394.48万 | 0.30% | 104,972 | 3,200 | 3.1% | $12.03万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $394.05万 | 0.30% | 33,585 | 14 | 0.0% | $1,643 | 加仓 |
| GOOG | ALPHABET INC | $392.20万 | 0.30% | 11,100 | 100 | 0.9% | $3.53万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $391.46万 | 0.30% | 76,757 | -2,824 | -3.5% | -$14.40万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $390.04万 | 0.30% | 107,569 | -1,521 | -1.4% | -$5.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $387.84万 | 0.29% | 7,751 | -243 | -3.0% | -$12.16万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $381.29万 | 0.29% | 32,510 | -985 | -2.9% | -$11.55万 | 减仓 |
| MUNI | PIMCO ETF TR | $372.36万 | 0.28% | 70,791 | -2,345 | -3.2% | -$12.33万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $366.94万 | 0.28% | 23,128 | -1,153 | -4.7% | -$18.29万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $365.76万 | 0.28% | 68,229 | -206 | -0.3% | -$1.10万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $348.05万 | 0.26% | 9,405 | -277 | -2.9% | -$10.25万 | 减仓 |
| VIS | VANGUARD WORLD FD | $337.04万 | 0.26% | 9,353 | -16 | -0.2% | -$5,766 | 减仓 |
| USMV | ISHARES TR | $332.54万 | 0.25% | 34,474 | -600 | -1.7% | -$5.79万 | 减仓 |
| — | EXXON MOBIL CORP | $327.77万 | 0.25% | 23,974 | 122 | 0.5% | $1.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $307.74万 | 0.23% | 35,996 | -107 | -0.3% | -$9,148 | 减仓 |
| ABBV | ABBVIE INC | $281.74万 | 0.21% | 11,196 | -22 | -0.2% | -$5,536 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $280.95万 | 0.21% | 11,063 | -105 | -0.9% | -$2.67万 | 减仓 |
| ESGD | ISHARES TR | $280.49万 | 0.21% | 27,282 | 143 | 0.5% | $1.47万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $275.72万 | 0.21% | 16,883 | -491 | -2.8% | -$8.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $269.60万 | 0.20% | 18,387 | -471 | -2.5% | -$6.91万 | 减仓 |
| MRK | MERCK & CO INC | $267.07万 | 0.20% | 20,784 | -200 | -1.0% | -$2.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $258.72万 | 0.20% | 4,454 | -72 | -1.6% | -$4.18万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $257.20万 | 0.20% | 8,489 | -51 | -0.6% | -$1.55万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $246.41万 | 0.19% | 31,685 | -338 | -1.1% | -$2.63万 | 减仓 |
| IXUS | ISHARES TR | $230.18万 | 0.17% | 24,118 | 354 | 1.5% | $3.38万 | 加仓 |
| IXN | ISHARES TR | $214.87万 | 0.16% | 14,872 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $214.14万 | 0.16% | 2,859 | -4 | -0.1% | -$2,996 | 减仓 |
| GLD | SPDR GOLD TR | $212.45万 | 0.16% | 5,766 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $209.85万 | 0.16% | 4,990 | 10 | 0.2% | $4,205 | 加仓 |
| VOX | VANGUARD WORLD FD | $204.63万 | 0.16% | 11,125 | 121 | 1.1% | $2.23万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $196.84万 | 0.15% | 10,627 | -35 | -0.3% | -$6,483 | 减仓 |
| MCD | MCDONALDS CORP | $190.34万 | 0.14% | 7,042 | -207 | -2.9% | -$5.59万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $189.96万 | 0.14% | 48,895 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $188.14万 | 0.14% | 6,917 | 4 | 0.1% | $1,088 | 加仓 |
| SHM | SPDR SERIES TRUST | $186.81万 | 0.14% | 38,947 | -314 | -0.8% | -$1.51万 | 减仓 |
| QUAL | ISHARES TR | $186.10万 | 0.14% | 8,481 | 30 | 0.4% | $6,583 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $176.57万 | 0.13% | 22,342 | 4,954 | 28.5% | $39.15万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $174.91万 | 0.13% | 12,785 | -39 | -0.3% | -$5,335 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $173.25万 | 0.13% | 11,039 | 1,952 | 21.5% | $30.63万 | 加仓 |
| KO | COCA COLA CO | $171.30万 | 0.13% | 21,078 | -232 | -1.1% | -$1.89万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $165.35万 | 0.13% | 12,190 | -23,691 | -66.0% | -$321.35万 | 减仓 |
| VV | VANGUARD INDEX FDS | $164.70万 | 0.12% | 4,789 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $160.18万 | 0.12% | 14,143 | -252 | -1.8% | -$2.85万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $159.26万 | 0.12% | 3,126 | -38 | -1.2% | -$1.94万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $158.67万 | 0.12% | 53,913 | 53,913 | — | $158.67万 | 新建仓 |
| META | META PLATFORMS INC | $158.38万 | 0.12% | 2,812 | -142 | -4.8% | -$8.00万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $157.10万 | 0.12% | 8,246 | -917 | -10.0% | -$17.47万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $156.30万 | 0.12% | 6,347 | 10 | 0.2% | $2,463 | 加仓 |
| CSCO | CISCO SYS INC | $152.63万 | 0.12% | 12,994 | -273 | -2.1% | -$3.21万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $152.62万 | 0.12% | 68,750 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $150.75万 | 0.11% | 12,811 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $150.73万 | 0.11% | 5,360 | 208 | 4.0% | $5.85万 | 加仓 |
| IGRO | ISHARES TR | $149.73万 | 0.11% | 17,028 | -251 | -1.5% | -$2.21万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $149.10万 | 0.11% | 9,434 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $147.29万 | 0.11% | 3,941 | -55 | -1.4% | -$2.06万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $145.01万 | 0.11% | 12,535 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $144.89万 | 0.11% | 2,821 | -21 | -0.7% | -$1.08万 | 减仓 |
| IWB | ISHARES TR | $134.56万 | 0.10% | 3,286 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $131.79万 | 0.10% | 12,686 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $126.76万 | 0.10% | 15,136 | 4,540 | 42.8% | $38.02万 | 加仓 |