13F 机构持仓

Bradley & Co. Private Wealth Management, LLC

MIAMI FL · SEC CIK 0001861678

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOG 8.7%
VTI 8.2%
AAPL 8.1%
AXP 6.2%
JPM 6.1%
BRK/B 6.1%
NVDA 5.9%
AMZN 5.7%
WMT 5.4%
COST 5.3%

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
PODD INSULET CORP COM $00.00%0 -390-100.0% -$8.18万 清仓
BE BLOOM ENERGY CORP COM CL A $00.00%0 -600-100.0% -$8.13万 清仓
MELI MERCADOLIBRE INC COM $00.00%0 -47-100.0% -$8.13万 清仓
— EXXON MOBIL CORP COM $00.00%0 -61-100.0% -$1.03万 清仓
NIO NIO INC SPON ADS $450.00%9 00.0% — 不变
SPYI NEOS S&P 500 HIGH INCOME ETF $530.00%1 00.0% — 不变
QS QUANTUMSCAPE CORP COM CL A $750.00%10 00.0% — 不变
COIN COINBASE GLOBAL INC COM CL A $1460.00%1 00.0% — 不变
VTRS VIATRIS INC COM $3010.00%19 00.0% — 不变
SAIC SCIENCE APPLICATIONS INTL CORP COM $3310.00%3 00.0% — 不变
GE GE AEROSPACE COM NEW $3730.00%1 00.0% — 不变
GM GENERAL MTRS CO COM $4620.00%6 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $4780.00%1 00.0% — 不变
TIP ISHARES TIPS BOND ETF $5470.00%5 00.0% — 不变
GTLB GITLAB INC CLASS A COM $6100.00%20 00.0% — 不变
F FORD MTR CO COM $6950.00%50 00.0% — 不变
T AT&T INC COM $7650.00%37 00.0% — 不变
UA UNDER ARMOUR INC CL C $8640.00%139 00.0% — 不变
KD KYNDRYL HLDGS INC COMMON STOCK $8820.00%78 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC COM CL A $8840.00%51 00.0% — 不变
ABT ABBOTT LABORATORIES COM $9070.00%10 00.0% — 不变
SPHR SPHERE ENTERTAINMENT CO CL A $1,0380.00%6 00.0% — 不变
SJM SMUCKER J M CO COM NEW $1,1250.00%10 00.0% — 不变
WHR WHIRLPOOL CORP COM $1,1430.00%29 00.0% — 不变
IVOO VANGUARD S&P MID-CAP 400 ETF $1,3040.00%10 00.0% — 不变
GTX GARRETT MOTION INC COM $1,3760.00%38 00.0% — 不变
DGRO ISHARES CORE DIVIDEND GROWTH ETF $1,5150.00%20 00.0% — 不变
XYZ BLOCK INC CL A $1,5200.00%20 00.0% — 不变
MDU MDU RES GROUP INC COM $1,6010.00%75 00.0% — 不变
NKE NIKE INC CL B $1,6160.00%39 00.0% — 不变
EQT EQT CORP COM $1,8600.00%35 00.0% — 不变
FXY INVESCO CURRENCYSHARES JAPANESE YEN TRUST $1,8620.00%33 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC COM $1,9590.00%63 00.0% — 不变
NOK NOKIA CORP SPONSORED ADR $1,9920.00%150 00.0% — 不变
ALXO ALX ONCOLOGY HLDGS INC COM $2,0700.00%1,000 00.0% — 不变
— INVESCO CURRENCYSHARES SWISS FRANC TRUST $2,0720.00%19 00.0% — 不变
INTU INTUIT COM $2,0880.00%8 00.0% — 不变
VWO VANGUARD FTSE EMERGING MARKETS ETF $2,1480.00%36 00.0% — 不变
SOLV SOLVENTUM CORP COM SHS $2,2370.00%29 00.0% — 不变
UPS UNITED PARCEL SVCS INC CL B $2,2570.00%21 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM $2,4990.00%10 00.0% — 不变
CCI CROWN CASTLE INC COM $2,6500.00%35 00.0% — 不变
ECG EVERUS CONSTR GROUP COM $2,9870.00%18 00.0% — 不变
D DOMINION ENERGY INC COM $3,0040.00%44 00.0% — 不变
GPC GENUINE PARTS CO COM $3,0950.00%26 00.0% — 不变
TGT TARGET CORP COM $3,1340.00%24 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC COM $3,1660.00%19 00.0% — 不变
DG DOLLAR GEN CORP COM $3,4530.00%30 00.0% — 不变
BCRX BIOCRYST PHARMACEUTICALS INC COM $3,7000.00%370 00.0% — 不变
PFE PFIZER INC COM $3,8520.00%160 00.0% — 不变
RL RALPH LAUREN CORP CL A $4,0240.00%10 00.0% — 不变
IWN ISHARES RUSSELL 2000 VALUE ETF $4,2020.00%19 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC COM $4,2410.00%31 00.0% — 不变
EFA ISHARES MSCI EAFE ETF $4,3620.00%42 00.0% — 不变
RKLB ROCKET LAB CORP COM $4,5740.00%45 00.0% — 不变
MDLZ MONDELEZ INTL INC CL A $4,6670.00%80 00.0% — 不变
COP CONOCOPHILLIPS COM $4,7820.00%46 00.0% — 不变
MET METLIFE INC COM $4,8220.00%57 00.0% — 不变
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF $4,9580.00%62 00.0% — 不变
EMR EMERSON ELEC CO COM $5,0100.00%35 00.0% — 不变
AMGN AMGEN INC COM $5,0690.00%14 00.0% — 不变
DOV DOVER CORP COM $5,1580.00%23 00.0% — 不变
ITW ILLINOIS TOOL WKS INC COM $5,1690.00%19 00.0% — 不变
MTB M & T BK CORP COM $5,2360.00%22 00.0% — 不变
RKT ROCKET COS INC COM CL A $5,4810.00%348 00.0% — 不变
UTL UNITIL CORP COM $5,5850.00%106 00.0% — 不变
BMNR BITMINE IMMERSION TECHS INC COM NEW $5,6190.00%422 422— $5,619 新建仓
WM WASTE MGMT INC DEL COM $5,7940.00%26 00.0% — 不变
VDE VANGUARD ENERGY ETF $6,1550.00%41 00.0% — 不变
EWG ISHARES MSCI GERMANY ETF $6,1640.00%149 00.0% — 不变
VCR VANGUARD CONSUMER DISCRETIONARY ETF $6,3450.00%16 00.0% — 不变
SOUN SOUNDHOUND AI INC CLASS A COM $6,4700.00%1,000 1,000— $6,470 新建仓
MRK MERCK & CO INC COM $6,5960.00%51 00.0% — 不变
NVS NOVARTIS AG SPONSORED ADR $7,0520.00%45 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING INC COM $7,4460.00%33 00.0% — 不变
LMT LOCKHEED MARTIN CORP COM $7,6400.00%15 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $8,0620.00%91 00.0% — 不变
VLTO VERALTO CORP COM SHS $8,1700.00%92 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC COM $8,4680.00%200 00.0% — 不变
LUNR INTUITIVE MACHINES INC CLASS A COM $8,5560.00%400 00.0% — 不变
UAL UNITED AIRLS HLDGS INC COM $8,7030.00%64 00.0% — 不变
UNH UNITEDHEALTH GROUP INC COM $8,7270.00%21 00.0% — 不变
INDI INDIE SEMICONDUCTOR INC CLASS A COM $8,9800.00%2,000 2,000— $8,980 新建仓
COKE COCA COLA CONS INC COM $9,5460.00%50 00.0% — 不变
BCX BLACKROCK RES & COMMODITIES ST SHS $9,5900.00%848 00.0% — 不变
BNY BANK OF NY MELLON CORP COM $1.03万0.00%71 00.0% — 不变
ORCL ORACLE CORP COM $1.10万0.01%75 00.0% — 不变
PSX PHILLIPS 66 COM $1.13万0.01%67 00.0% — 不变
IYJ ISHARES U.S. INDUSTRIALS ETF $1.17万0.01%70 00.0% — 不变
BX BLACKSTONE INC COM $1.18万0.01%100 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC COM $1.22万0.01%99 00.0% — 不变
MORN MORNINGSTAR INC COM $1.29万0.01%83 00.0% — 不变
SLB SLB LIMITED COM STK $1.31万0.01%280 00.0% — 不变
PEP PEPSICO INC COM $1.42万0.01%105 00.0% — 不变
MDGL MADRIGAL PHARMACEUTICALS INC COM $1.45万0.01%27 00.0% — 不变
PNC PNC FINL SVCS GROUP INC COM $1.48万0.01%60 00.0% — 不变
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF $1.50万0.01%670 00.0% — 不变
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF $1.52万0.01%628 00.0% — 不变
USB US BANCORP COM NEW $1.60万0.01%263 00.0% — 不变
OTIS OTIS WORLDWIDE CORP COM $1.65万0.01%230 00.0% — 不变