Brandywine Financial Group
THOMPSONS STATION TN · SEC CIK 0001779506
$1.18亿2026Q1 申报市值
36持仓数
80.1%前十大占比 · 第一大 13.4%
19 / 28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
LISTED FDS TR 新建仓+$1,581.45万
SILJ 新建仓+$1,359.44万
QQQ 新建仓+$1,187.20万
GOOGL 新建仓+$985.50万
DHR 新建仓+$869.77万
2026Q1 卖出最多 按季末市值估算
BITWISE XRP 减仓-$690.57万
PG 清仓-$623.14万
NVO 清仓-$560.56万
FISV 清仓-$504.49万
PM 清仓-$489.32万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | LISTED FDS TR ETF TEUCRIUM AGRIC STRATEGY NO K-1 ETF | $1,581.45万 | 13.43% | 853,915 | 853,915 | — | $1,581.45万 | 新建仓 |
| SILJ | AMPLIFY JUNIOR SILVR ETF | $1,359.44万 | 11.54% | 457,416 | 457,416 | — | $1,359.44万 | 新建仓 |
| QQQ | INVESCO QQQ TR ETF UNIT SER 1 | $1,187.20万 | 10.08% | 20,569 | 20,569 | — | $1,187.20万 | 新建仓 |
| GOOGL | ALPHABET INC VOTING CAP STK CL A | $985.50万 | 8.37% | 34,271 | 34,271 | — | $985.50万 | 新建仓 |
| DHR | DANAHER CORP | $869.77万 | 7.38% | 45,874 | 45,874 | — | $869.77万 | 新建仓 |
| URNM | SPROTT FDS TR ETF URANIUM MINERS | $705.29万 | 5.99% | 111,685 | 111,685 | — | $705.29万 | 新建仓 |
| TSLA | TESLA INC | $699.34万 | 5.94% | 18,812 | 18,812 | — | $699.34万 | 新建仓 |
| XME | STATE STREET SPDR ETF S&P METALS & MINING | $690.57万 | 5.86% | 63,936 | 63,822 | 55,984.2% | $689.34万 | 加仓 |
| COPX | GLOBAL X COPPER ETF MINERS | $683.23万 | 5.80% | 89,487 | 89,487 | — | $683.23万 | 新建仓 |
| MOS | MOSAIC COMPANY | $675.69万 | 5.74% | 264,977 | 264,977 | — | $675.69万 | 新建仓 |
| CL | COLGATE-PALMOLIVE CO | $620.93万 | 5.27% | 72,853 | 72,649 | 35,612.3% | $619.19万 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD ETF MINERS ETF | $525.24万 | 4.46% | 43,755 | 43,755 | — | $525.24万 | 新建仓 |
| TECK | TECK RESOURCES LTD CLASS B | $525.13万 | 4.46% | 101,475 | 101,475 | — | $525.13万 | 新建仓 |
| META | META PLATFORMS INC CLASS A | $517.72万 | 4.40% | 9,049 | 9,049 | — | $517.72万 | 新建仓 |
| COST | COSTCO WHSL CORP NEW COM | $59.79万 | 0.51% | 600 | -50 | -7.7% | -$4.98万 | 减仓 |
| — | BITWISE XRP ETF BENEFICIAL INT | $42.03万 | 0.36% | 27,961 | -459,462 | -94.3% | -$690.57万 | 减仓 |
| LOW | LOWES COMPANIES INC | $18.90万 | 0.16% | 800 | -100 | -11.1% | -$2.36万 | 减仓 |
| MAGS | LISTED FDS TR ETF ROUNDHILL MAGNIFICENT SEVEN ET | $5.35万 | 0.05% | 923 | 923 | — | $5.35万 | 新建仓 |
| — | EXXON MOBIL CORP | $5.28万 | 0.04% | 311 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE NEW | $5.02万 | 0.04% | 177 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $5.01万 | 0.04% | 242 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA LLC | $3.84万 | 0.03% | 44 | 0 | 0.0% | — | 不变 |
| — | ALPS TR ETF ALERIAN MLP NEW | $1.94万 | 0.02% | 369 | -15,411 | -97.7% | -$81.12万 | 减仓 |
| PFE | PFIZER INCORPORATED | $1.40万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC CL A | $7,712 | 0.01% | 200 | 100 | 100.0% | $3,856 | 加仓 |
| GME | GAMESTOP CORP CLASS A | $5,760 | 0.00% | 250 | 250 | — | $5,760 | 新建仓 |
| GEHC | GE HEALTHCARE TECHS INC | $4,200 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO TR ETF S&P 500 EQUAL WEIGHT | $3,646 | 0.00% | 19 | 19 | — | $3,646 | 新建仓 |
| MOO | VANECK AGRIBUSINESS ETF | $3,380 | 0.00% | 40 | 40 | — | $3,380 | 新建仓 |
| MPB | MID PENN BANCORP INC | $3,216 | 0.00% | 100 | 100 | — | $3,216 | 新建仓 |
| PPLT | ABERDEEN STD ETF PLATINUM TR PHYSICAL SHS | $1,782 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,749 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | SPROTT JUNIOR ETF URANIUM MINERS | $1,494 | 0.00% | 51 | 51 | — | $1,494 | 新建仓 |
| WSFS | WSFS FINANCIAL CORP | $1,375 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | VIATRIS INC COM | $1,054 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR ETF STATE STREET ENERGY SPDR | $919 | 0.00% | 15 | 15 | — | $919 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -43,482 | -100.0% | -$623.14万 | 清仓 |
| NVO | NOVO NORDISK A S ADR | $0 | 0.00% | 0 | -110,173 | -100.0% | -$560.56万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -75,106 | -100.0% | -$504.49万 | 清仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $0 | 0.00% | 0 | -30,506 | -100.0% | -$489.32万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -72,484 | -100.0% | -$337.05万 | 清仓 |
| PBR | PETROLEO BRASILEIRO - SPON ADR - PETROBRAS | $0 | 0.00% | 0 | -231,382 | -100.0% | -$274.19万 | 清仓 |
| — | SPROTT LITHIUM ETF MINERS | $0 | 0.00% | 0 | -223,375 | -100.0% | -$269.16万 | 清仓 |
| DUK | DUKE ENERGY CORP COM NEW | $0 | 0.00% | 0 | -18,385 | -100.0% | -$215.49万 | 清仓 |
| CLX | CLOROX COMPANY | $0 | 0.00% | 0 | -6,744 | -100.0% | -$68.00万 | 清仓 |
| — | ADVISORS INNER ETF CIRCLE FD 111 DEMOCRATIC LARGE CAP CORE | $0 | 0.00% | 0 | -5,659 | -100.0% | -$24.14万 | 清仓 |
| LIT | GLOBAL X FDS ETF GLOBAL X LITHIUM & BATTERY TECH | $0 | 0.00% | 0 | -1,876 | -100.0% | -$12.17万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -1,908 | -100.0% | -$11.00万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -897 | -100.0% | -$9.05万 | 清仓 |
| MPLX | MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.34万 | 清仓 |
| LNG | CHENIERE ENERGY INC NEW | $0 | 0.00% | 0 | -250 | -100.0% | -$4.86万 | 清仓 |
| GTY | GETTY REALTY CORP NEW | $0 | 0.00% | 0 | -1,500 | -100.0% | -$4.11万 | 清仓 |
| SUN | SUNOCO LP | $0 | 0.00% | 0 | -750 | -100.0% | -$3.93万 | 清仓 |
| OSCR | OSCAR HEALTH INC CL A | $0 | 0.00% | 0 | -2,630 | -100.0% | -$3.78万 | 清仓 |
| DIV | GLOBAL X FUNDS ETF SUPERDIVIDEND U S | $0 | 0.00% | 0 | -2,000 | -100.0% | -$3.46万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -340 | -100.0% | -$2.50万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS COM | $0 | 0.00% | 0 | -500 | -100.0% | -$2.04万 | 清仓 |
| IREN | IREN LTD | $0 | 0.00% | 0 | -500 | -100.0% | -$1.89万 | 清仓 |
| — | OPPORTUNITIES TR ETF REX-OSPREY XRP | $0 | 0.00% | 0 | -816 | -100.0% | -$1.22万 | 清仓 |
| OILK | PROSHARES TR ETF K-1 FREE CRUDE OIL NEW | $0 | 0.00% | 0 | -133 | -100.0% | -$4,958 | 清仓 |
| GSK | GSK PLC ADR SPONSORED ADR NEW | $0 | 0.00% | 0 | -80 | -100.0% | -$3,923 | 清仓 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS | $0 | 0.00% | 0 | -50 | -100.0% | -$3,796 | 清仓 |
| — | SPROTT PHYSICAL URANIUM | $0 | 0.00% | 0 | -153 | -100.0% | -$2,979 | 清仓 |
| IWC | ISHARES ETF MICRO-CAP | $0 | 0.00% | 0 | -18 | -100.0% | -$2,839 | 清仓 |