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 |
|---|---|---|---|---|---|---|---|---|
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $4.02万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $3.60万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $3.47万 | 0.02% | 1,143 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $3.20万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $3.00万 | 0.02% | 302 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $2.99万 | 0.02% | 388 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.91万 | 0.02% | 222 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.79万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $2.54万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $2.48万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $2.40万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2.30万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $2.13万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $2.06万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $2.04万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $1.96万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $1.82万 | 0.01% | 235 | 170 | 261.5% | $1.32万 | 加仓 |
| BBY | BEST BUY INC COM | $1.79万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.77万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $1.70万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $1.63万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1.52万 | 0.01% | 628 | 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 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $1.48万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1.45万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $1.41万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $1.40万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.38万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.25万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $1.22万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $1.15万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $1.10万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $1.03万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $1.03万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $1.02万 | 0.01% | 848 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1.00万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $9,587 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $9,285 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $9,066 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $8,423 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $8,147 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $7,424 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $7,281 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY ETF | $7,095 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $6,931 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $6,874 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $6,761 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $6,178 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $6,072 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $5,975 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES MSCI GERMANY ETF | $5,911 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $5,892 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $5,744 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $5,683 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP COM | $5,537 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $4,976 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $4,959 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $4,933 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $4,925 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $4,794 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $4,651 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $4,586 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $4,548 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $4,493 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $4,079 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4,063 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $4,031 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $3,602 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $3,562 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $3,522 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $3,459 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP CL A | $3,449 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $3,296 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $2,909 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $2,890 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $2,846 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $2,777 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $2,720 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $2,227 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $2,125 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $2,124 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES SWISS FRANC TRUST | $2,098 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $2,076 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $2,066 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ALXO | ALX ONCOLOGY HLDGS INC COM | $2,005 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1,975 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,946 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FXY | INVESCO CURRENCYSHARES JAPANESE YEN TRUST | $1,910 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $1,894 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC COM | $1,565 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $1,564 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,404 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $1,206 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $1,204 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $1,143 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $1,073 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $1,026 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $1,023 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $964 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC CL C | $805 | 0.00% | 139 | 0 | 0.0% | — | 不变 |