Bradley & Co. Private Wealth Management, LLC
MIAMI FL · SEC CIK 0001861678
$1.90亿2026Q1 申报市值
215持仓数
65.6%前十大占比 · 第一大 7.9%
12 / 14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
DIS 加仓+$164.94万
VOO 加仓+$137.68万
MSFT 加仓+$91.80万
AAPL 加仓+$80.12万
COST 加仓+$76.33万
2026Q1 卖出最多 按季末市值估算
SLAB 减仓-$27.89万
TSLA 减仓-$8.59万
GOOGL 减仓-$5.18万
COIN 重新持有-$4.92万
WMT 减仓-$4.63万
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 |
|---|---|---|---|---|---|---|---|---|
| PNC | PNC FINL SVCS GROUP INC COM | $1.25万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.38万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $1.40万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $1.41万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1.45万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $1.48万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $1.50万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1.52万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $1.63万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $1.70万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.77万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $1.79万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $1.82万 | 0.01% | 235 | 170 | 261.5% | $1.32万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1.96万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $2.04万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $2.06万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $2.13万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2.30万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $2.40万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $2.48万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $2.54万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.79万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.91万 | 0.02% | 222 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $2.99万 | 0.02% | 388 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $3.00万 | 0.02% | 302 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $3.20万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $3.47万 | 0.02% | 1,143 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $3.60万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $4.02万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $4.14万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $4.15万 | 0.02% | 521 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $4.21万 | 0.02% | 177 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $4.49万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $4.49万 | 0.02% | 958 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $4.70万 | 0.02% | 422 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $5.24万 | 0.03% | 1,150 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $5.26万 | 0.03% | 277 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $5.38万 | 0.03% | 520 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $5.74万 | 0.03% | 610 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $6.04万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI UNITED KINGDOM SMALL CAP ETF | $6.05万 | 0.03% | 1,534 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $6.21万 | 0.03% | 95 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $6.32万 | 0.03% | 220 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $6.62万 | 0.03% | 320 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $6.66万 | 0.04% | 194 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $7.21万 | 0.04% | 846 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $7.55万 | 0.04% | 2,618 | 2,618 | — | $7.55万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $7.77万 | 0.04% | 5,533 | 5,533 | — | $7.77万 | 新建仓 |
| MELI | MERCADOLIBRE INC COM | $8.13万 | 0.04% | 47 | 47 | — | $8.13万 | 新建仓 |
| BE | BLOOM ENERGY CORP COM CL A | $8.13万 | 0.04% | 600 | 600 | — | $8.13万 | 新建仓 |
| PODD | INSULET CORP COM | $8.18万 | 0.04% | 390 | 390 | — | $8.18万 | 新建仓 |
| — | HONEYWELL INTL INC COM | $8.27万 | 0.04% | 366 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $8.42万 | 0.04% | 414 | 406 | 5,075.0% | $8.26万 | 加仓 |
| LLY | ELI LILLY & CO COM | $8.92万 | 0.05% | 97 | 97 | — | $8.92万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $9.31万 | 0.05% | 85 | 85 | — | $9.31万 | 新建仓 |
| CRM | SALESFORCE INC COM | $9.50万 | 0.05% | 509 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2026 TERM TIPS ETF | $9.51万 | 0.05% | 3,667 | 3,667 | — | $9.51万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $10.16万 | 0.05% | 419 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $10.76万 | 0.06% | 558 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X COPPER MINERS ETF | $10.80万 | 0.06% | 1,415 | 1,415 | — | $10.80万 | 新建仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $11.09万 | 0.06% | 84 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF | $11.22万 | 0.06% | 2,320 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $11.67万 | 0.06% | 808 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES COPPER AND METALS MINING ETF | $11.88万 | 0.06% | 2,498 | 2,498 | — | $11.88万 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $12.40万 | 0.07% | 284 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $13.78万 | 0.07% | 419 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $13.89万 | 0.07% | 698 | 0 | 0.0% | — | 不变 |
| CDNA | CAREDX INC COM | $14.04万 | 0.07% | 8,087 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $14.64万 | 0.08% | 1,617 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $15.43万 | 0.08% | 16,384 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC COM | $16.44万 | 0.09% | 6,590 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $16.99万 | 0.09% | 4,500 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $17.42万 | 0.09% | 7,956 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $19.01万 | 0.10% | 969 | 969 | — | $19.01万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $22.81万 | 0.12% | 734 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $24.82万 | 0.13% | 759 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $24.91万 | 0.13% | 2,591 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $25.03万 | 0.13% | 1,024 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $25.81万 | 0.14% | 12,270 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC COM | $26.75万 | 0.14% | 7,225 | 7,225 | — | $26.75万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $28.25万 | 0.15% | 2,126 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $34.79万 | 0.18% | 2,871 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $36.82万 | 0.19% | 1,695 | 1,189 | 235.0% | $25.83万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $39.89万 | 0.21% | 17,151 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $40.76万 | 0.21% | 19,264 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $40.88万 | 0.22% | 16,139 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $46.47万 | 0.24% | 5,003 | 1,109 | 28.5% | $10.30万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $47.72万 | 0.25% | 1,028 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2029 TERM TIPS ETF | $48.15万 | 0.25% | 18,347 | 14,767 | 412.5% | $38.76万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $49.29万 | 0.26% | 6,563 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $52.63万 | 0.28% | 3,984 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2033 TERM TIPS ETF | $56.70万 | 0.30% | 21,825 | 3,616 | 19.9% | $9.39万 | 加仓 |
| — | ISHARES IBONDS OCT 2034 TERM TIPS ETF | $56.74万 | 0.30% | 22,036 | 3,645 | 19.8% | $9.39万 | 加仓 |
| — | ISHARES IBONDS OCT 2035 TERM TIPS ETF | $56.80万 | 0.30% | 22,292 | 3,675 | 19.7% | $9.36万 | 加仓 |
| KO | COCA COLA CO COM | $58.91万 | 0.31% | 7,693 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $59.23万 | 0.31% | 8,909 | 1 | 0.0% | $66 | 加仓 |
| — | ISHARES IBONDS OCT 2027 TERM TIPS ETF | $59.60万 | 0.31% | 22,824 | 14,418 | 171.5% | $37.65万 | 加仓 |
| — | ISHARES IBONDS OCT 2031 TERM TIPS ETF | $59.65万 | 0.31% | 22,748 | 15,260 | 203.8% | $40.01万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $61.27万 | 0.32% | 1,653 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2028 TERM TIPS ETF | $62.88万 | 0.33% | 23,964 | 16,310 | 213.1% | $42.80万 | 加仓 |