Brandywine Financial Group
THOMPSONS STATION TN · SEC CIK 0001779506
$834.98万2026Q2 申报市值
20持仓数
99.4%前十大占比 · 第一大 78.4%
2 / 18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
SPROTT PHYSICAL 新建仓+$654.50万
XLE 加仓+$68.78万
RSP 加仓+$8.90万
HUBG 新建仓+$6,787
2026Q2 卖出最多 按季末市值估算
EXCHANGE LISTED 减仓-$3,326.34万
SILJ 清仓-$1,359.44万
QQQ 清仓-$1,187.20万
GOOGL 清仓-$985.50万
DHR 清仓-$869.77万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | SPROTT PHYSICAL GOLD TR UNIT | $654.50万 | 78.39% | 216,924 | 216,924 | — | $654.50万 | 新建仓 |
| XLE | SELECT SECTOR SPDR ETF STATE STREET CONSUMERS STAPLES | $68.90万 | 8.25% | 8,289 | 8,274 | 55,160.0% | $68.78万 | 加仓 |
| COST | COSTCO WHSL CORP NEW COM | $56.10万 | 6.72% | 600 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INC | $17.60万 | 2.11% | 800 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO QQQ TR ETF UNIT SER 1 | $10.30万 | 1.23% | 140 | 121 | 636.8% | $8.90万 | 加仓 |
| GE | GE AEROSPACE NEW | $6.60万 | 0.79% | 177 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA LLC | $5.20万 | 0.62% | 44 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $4.30万 | 0.51% | 311 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $4.00万 | 0.48% | 242 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2.30万 | 0.28% | 55 | -18,757 | -99.7% | -$784.38万 | 减仓 |
| PFE | PFIZER INCORPORATED | $1.20万 | 0.14% | 500 | 0 | 0.0% | — | 不变 |
| — | BITWISE XRP ETF BENEFICIAL INT | $9,000 | 0.11% | 744 | -27,217 | -97.3% | -$32.92万 | 减仓 |
| HUBG | HUNTINGTON INGALLS INDUSTRIES INC | $6,787 | 0.08% | 155 | 155 | — | $6,787 | 新建仓 |
| — | EXCHANGE LISTED FDS ETF TR PLUS KOREA DEFENSE IND INDEX | $6,000 | 0.07% | 154 | -853,761 | -100.0% | -$3,326.34万 | 减仓 |
| GME | GAMESTOP CORP CLASS A | $6,000 | 0.07% | 250 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHS INC | $4,000 | 0.05% | 59 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $3,000 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2,000 | 0.02% | 7 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINANCIAL CORP | $2,000 | 0.02% | 21 | 0 | 0.0% | — | 不变 |
| — | VIATRIS INC COM | $1,000 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY JUNIOR SILVR ETF | $0 | 0.00% | 0 | -457,416 | -100.0% | -$1,359.44万 | 清仓 |
| QQQ | INVESCO QQQ TR ETF UNIT SER 1 | $0 | 0.00% | 0 | -20,569 | -100.0% | -$1,187.20万 | 清仓 |
| GOOGL | ALPHABET INC VOTING CAP STK CL A | $0 | 0.00% | 0 | -34,271 | -100.0% | -$985.50万 | 清仓 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -45,874 | -100.0% | -$869.77万 | 清仓 |
| URNM | SPROTT FDS TR ETF URANIUM MINERS | $0 | 0.00% | 0 | -111,685 | -100.0% | -$705.29万 | 清仓 |
| XME | STATE STREET SPDR ETF S&P METALS & MINING | $0 | 0.00% | 0 | -63,936 | -100.0% | -$690.57万 | 清仓 |
| COPX | GLOBAL X COPPER ETF MINERS | $0 | 0.00% | 0 | -89,487 | -100.0% | -$683.23万 | 清仓 |
| MOS | MOSAIC COMPANY | $0 | 0.00% | 0 | -264,977 | -100.0% | -$675.69万 | 清仓 |
| CL | COLGATE-PALMOLIVE CO | $0 | 0.00% | 0 | -72,853 | -100.0% | -$620.93万 | 清仓 |
| GDXJ | VANECK JUNIOR GOLD ETF MINERS ETF | $0 | 0.00% | 0 | -43,755 | -100.0% | -$525.24万 | 清仓 |
| TECK | TECK RESOURCES LTD CLASS B | $0 | 0.00% | 0 | -101,475 | -100.0% | -$525.13万 | 清仓 |
| META | META PLATFORMS INC CLASS A | $0 | 0.00% | 0 | -9,049 | -100.0% | -$517.72万 | 清仓 |
| MAGS | LISTED FDS TR ETF ROUNDHILL MAGNIFICENT SEVEN ET | $0 | 0.00% | 0 | -923 | -100.0% | -$5.35万 | 清仓 |
| — | ALPS TR ETF ALERIAN MLP NEW | $0 | 0.00% | 0 | -369 | -100.0% | -$1.94万 | 清仓 |
| HNGE | HINGE HEALTH INC CL A | $0 | 0.00% | 0 | -200 | -100.0% | -$7,712 | 清仓 |
| MOO | VANECK AGRIBUSINESS ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$3,380 | 清仓 |
| PPLT | ABERDEEN STD ETF PLATINUM TR PHYSICAL SHS | $0 | 0.00% | 0 | -100 | -100.0% | -$1,782 | 清仓 |
| — | SPROTT JUNIOR ETF URANIUM MINERS | $0 | 0.00% | 0 | -51 | -100.0% | -$1,494 | 清仓 |