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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES IBONDS OCT 2032 TERM TIPS ETF | $64.51万 | 0.34% | 24,895 | 3,634 | 17.1% | $9.42万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $66.58万 | 0.35% | 7,432 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2030 TERM TIPS ETF | $74.31万 | 0.39% | 28,300 | 14,963 | 112.2% | $39.29万 | 加仓 |
| FDX | FEDEX CORP COM | $85.44万 | 0.45% | 2,389 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $119.19万 | 0.63% | 8,148 | 943 | 13.1% | $13.79万 | 加仓 |
| SLAB | SILICON LABORATORIES INC COM | $137.92万 | 0.73% | 6,700 | -1,355 | -16.8% | -$27.89万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $138.21万 | 0.73% | 2,313 | 2,304 | 25,600.0% | $137.68万 | 加仓 |
| META | META PLATFORMS INC CL A | $151.61万 | 0.80% | 2,650 | -66 | -2.4% | -$3.78万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $183.86万 | 0.97% | 23,843 | 2,598 | 12.2% | $20.03万 | 加仓 |
| DIS | DISNEY WALT CO COM | $188.81万 | 1.00% | 19,590 | 17,114 | 691.2% | $164.94万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $205.65万 | 1.08% | 3,563 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $222.80万 | 1.17% | 3,416 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $231.45万 | 1.22% | 26,253 | 2,232 | 9.3% | $19.68万 | 加仓 |
| GLD | SPDR GOLD SHARES | $264.71万 | 1.40% | 6,152 | 75 | 1.2% | $3.23万 | 加仓 |
| TSLA | TESLA INC COM | $288.78万 | 1.52% | 7,768 | -231 | -2.9% | -$8.59万 | 减仓 |
| IBHI | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF | $337.47万 | 1.78% | 144,942 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $395.60万 | 2.09% | 13,757 | -180 | -1.3% | -$5.18万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $780.23万 | 4.11% | 54,780 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $926.65万 | 4.88% | 25,033 | 2,480 | 11.0% | $91.80万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,035.67万 | 5.46% | 49,727 | 3,288 | 7.1% | $68.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,088.07万 | 5.74% | 62,385 | 1,580 | 2.6% | $27.56万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,150.68万 | 6.07% | 38,041 | 2,068 | 5.7% | $62.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,153.45万 | 6.08% | 39,211 | 1,569 | 4.2% | $46.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,166.20万 | 6.15% | 11,703 | 766 | 7.0% | $76.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,209.09万 | 6.37% | 25,231 | 1,565 | 6.6% | $75.00万 | 加仓 |
| WMT | WALMART INC COM | $1,247.94万 | 6.58% | 100,213 | -372 | -0.4% | -$4.63万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $1,411.54万 | 7.44% | 43,998 | 1,197 | 2.8% | $38.40万 | 加仓 |
| AAPL | APPLE INC COM | $1,485.47万 | 7.83% | 58,531 | 3,157 | 5.7% | $80.12万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,493.58万 | 7.87% | 52,066 | 154 | 0.3% | $4.42万 | 加仓 |