Bradley & Co. Private Wealth Management, LLC
MIAMI FL · SEC CIK 0001861678
$2.10亿2026Q2 申报市值
221持仓数
65.7%前十大占比 · 第一大 8.7%
10 / 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
VTI 加仓+$91.22万
SPY 加仓+$61.02万
SLAB 加仓+$40.37万
ISHARES IBONDS O 加仓+$37.58万
MSFT 加仓+$29.66万
2026Q2 卖出最多 按季末市值估算
TSLA 减仓-$41.43万
GOOG 减仓-$21.62万
VXUS 减仓-$19.54万
IAU 减仓-$16.85万
NVDA 减仓-$15.35万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $111.49万 | 0.53% | 9,556 | 1,408 | 17.3% | $16.43万 | 加仓 |
| META | META PLATFORMS INC CL A | $141.72万 | 0.68% | 2,516 | -134 | -5.1% | -$7.55万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $158.86万 | 0.76% | 2,313 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $181.38万 | 0.86% | 24,021 | -2,232 | -8.5% | -$16.85万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $184.31万 | 0.88% | 21,558 | -2,285 | -9.6% | -$19.54万 | 减仓 |
| SLAB | SILICON LABORATORIES INC COM | $187.12万 | 0.89% | 8,543 | 1,843 | 27.5% | $40.37万 | 加仓 |
| DIS | DISNEY WALT CO COM | $210.97万 | 1.01% | 21,750 | 2,160 | 11.0% | $20.95万 | 加仓 |
| GLD | SPDR GOLD SHARES | $226.63万 | 1.08% | 6,152 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $262.38万 | 1.25% | 3,563 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $285.29万 | 1.36% | 6,783 | -985 | -12.7% | -$41.43万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $316.80万 | 1.51% | 4,231 | 815 | 23.9% | $61.02万 | 加仓 |
| IBHI | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF | $339.02万 | 1.62% | 144,942 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $488.60万 | 2.33% | 13,672 | -85 | -0.6% | -$3.04万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $899.87万 | 4.29% | 54,780 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $963.45万 | 4.59% | 25,828 | 795 | 3.2% | $29.66万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,114.18万 | 5.31% | 11,910 | 207 | 1.8% | $19.36万 | 加仓 |
| WMT | WALMART INC COM | $1,130.11万 | 5.39% | 99,780 | -433 | -0.4% | -$4.90万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,203.18万 | 5.73% | 50,481 | 754 | 1.5% | $17.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,232.92万 | 5.88% | 61,618 | -767 | -1.2% | -$15.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,280.82万 | 6.10% | 25,596 | 365 | 1.4% | $18.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,287.37万 | 6.14% | 39,329 | 118 | 0.3% | $3.86万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,300.29万 | 6.20% | 38,441 | 400 | 1.1% | $13.53万 | 加仓 |
| AAPL | APPLE INC COM | $1,704.82万 | 8.12% | 58,916 | 385 | 0.7% | $11.14万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $1,719.38万 | 8.19% | 46,463 | 2,465 | 5.6% | $91.22万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,818.04万 | 8.66% | 51,454 | -612 | -1.2% | -$21.62万 | 减仓 |