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 |
|---|---|---|---|---|---|---|---|---|
| IBB | ISHARES BIOTECHNOLOGY ETF | $4.66万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $4.31万 | 0.02% | 521 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $4.30万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $4.10万 | 0.02% | 183 | -183 | -50.0% | -$4.10万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $4.05万 | 0.02% | 183 | 183 | — | $4.05万 | 新建仓 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $3.95万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $3.78万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $3.70万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $3.64万 | 0.02% | 496 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $3.48万 | 0.02% | 1,143 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $3.00万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $2.99万 | 0.01% | 302 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $2.88万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.81万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $2.76万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $2.75万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $2.63万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2.61万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $2.30万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $2.24万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $2.12万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $2.11万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $2.05万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $1.89万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $1.68万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.65万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.60万 | 0.01% | 263 | 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 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.48万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $1.45万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $1.42万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1.31万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $1.29万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $1.22万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $1.18万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $1.17万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $1.13万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $1.10万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $1.03万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $9,590 | 0.00% | 848 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $9,546 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| INDI | INDIE SEMICONDUCTOR INC CLASS A COM | $8,980 | 0.00% | 2,000 | 2,000 | — | $8,980 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $8,727 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $8,703 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $8,556 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $8,468 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $8,170 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $8,062 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $7,640 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $7,446 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $7,052 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $6,596 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $6,470 | 0.00% | 1,000 | 1,000 | — | $6,470 | 新建仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $6,345 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES MSCI GERMANY ETF | $6,164 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY ETF | $6,155 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $5,794 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $5,619 | 0.00% | 422 | 422 | — | $5,619 | 新建仓 |
| UTL | UNITIL CORP COM | $5,585 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $5,481 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $5,236 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $5,169 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $5,158 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $5,069 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $5,010 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $4,958 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $4,822 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $4,782 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $4,667 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $4,574 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $4,362 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4,241 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $4,202 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP CL A | $4,024 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $3,852 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $3,700 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $3,453 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $3,166 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $3,134 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $3,095 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $3,004 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $2,987 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $2,650 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2,499 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $2,257 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $2,237 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2,148 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $2,088 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES SWISS FRANC TRUST | $2,072 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ALXO | ALX ONCOLOGY HLDGS INC COM | $2,070 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $1,992 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $1,959 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FXY | INVESCO CURRENCYSHARES JAPANESE YEN TRUST | $1,862 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $1,860 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $1,616 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC COM | $1,601 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $1,520 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,515 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC COM | $1,376 | 0.00% | 38 | 0 | 0.0% | — | 不变 |