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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STK CL C | $1,818.04万 | 8.66% | 51,454 | -612 | -1.2% | -$21.62万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $1,719.38万 | 8.19% | 46,463 | 2,465 | 5.6% | $91.22万 | 加仓 |
| AAPL | APPLE INC COM | $1,704.82万 | 8.12% | 58,916 | 385 | 0.7% | $11.14万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,300.29万 | 6.20% | 38,441 | 400 | 1.1% | $13.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,287.37万 | 6.14% | 39,329 | 118 | 0.3% | $3.86万 | 加仓 |
| 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 |
| NVDA | NVIDIA CORPORATION COM | $1,232.92万 | 5.88% | 61,618 | -767 | -1.2% | -$15.35万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,203.18万 | 5.73% | 50,481 | 754 | 1.5% | $17.97万 | 加仓 |
| WMT | WALMART INC COM | $1,130.11万 | 5.39% | 99,780 | -433 | -0.4% | -$4.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,114.18万 | 5.31% | 11,910 | 207 | 1.8% | $19.36万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $963.45万 | 4.59% | 25,828 | 795 | 3.2% | $29.66万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $899.87万 | 4.29% | 54,780 | 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 |
| IBHI | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF | $339.02万 | 1.62% | 144,942 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $316.80万 | 1.51% | 4,231 | 815 | 23.9% | $61.02万 | 加仓 |
| TSLA | TESLA INC COM | $285.29万 | 1.36% | 6,783 | -985 | -12.7% | -$41.43万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $262.38万 | 1.25% | 3,563 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $226.63万 | 1.08% | 6,152 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $210.97万 | 1.01% | 21,750 | 2,160 | 11.0% | $20.95万 | 加仓 |
| SLAB | SILICON LABORATORIES INC COM | $187.12万 | 0.89% | 8,543 | 1,843 | 27.5% | $40.37万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $184.31万 | 0.88% | 21,558 | -2,285 | -9.6% | -$19.54万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $181.38万 | 0.86% | 24,021 | -2,232 | -8.5% | -$16.85万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $158.86万 | 0.76% | 2,313 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $141.72万 | 0.68% | 2,516 | -134 | -5.1% | -$7.55万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $111.49万 | 0.53% | 9,556 | 1,408 | 17.3% | $16.43万 | 加仓 |
| — | ISHARES IBONDS OCT 2035 TERM TIPS ETF | $94.75万 | 0.45% | 36,944 | 14,652 | 65.7% | $37.58万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $83.45万 | 0.40% | 8,910 | 1 | 0.0% | $94 | 加仓 |
| SBUX | STARBUCKS CORP COM | $75.95万 | 0.36% | 7,432 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $75.10万 | 0.36% | 2,389 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2030 TERM TIPS ETF | $74.39万 | 0.35% | 28,329 | 29 | 0.1% | $762 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $70.48万 | 0.34% | 1,653 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2034 TERM TIPS ETF | $66.09万 | 0.31% | 25,526 | 3,490 | 15.8% | $9.04万 | 加仓 |
| — | ISHARES IBONDS OCT 2032 TERM TIPS ETF | $65.54万 | 0.31% | 25,207 | 312 | 1.3% | $8,112 | 加仓 |
| — | ISHARES IBONDS OCT 2028 TERM TIPS ETF | $63.09万 | 0.30% | 23,989 | 25 | 0.1% | $658 | 加仓 |
| KO | COCA COLA CO COM | $62.93万 | 0.30% | 7,693 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $61.47万 | 0.29% | 3,984 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2027 TERM TIPS ETF | $59.97万 | 0.29% | 22,855 | 31 | 0.1% | $813 | 加仓 |
| — | ISHARES IBONDS OCT 2031 TERM TIPS ETF | $59.90万 | 0.29% | 22,784 | 36 | 0.2% | $946 | 加仓 |
| — | ISHARES IBONDS OCT 2033 TERM TIPS ETF | $57.77万 | 0.28% | 22,140 | 315 | 1.4% | $8,220 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $54.97万 | 0.26% | 6,563 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $53.85万 | 0.26% | 1,028 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $51.74万 | 0.25% | 19,264 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2029 TERM TIPS ETF | $48.32万 | 0.23% | 18,381 | 34 | 0.2% | $894 | 加仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $41.19万 | 0.20% | 1,695 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $40.88万 | 0.19% | 2,871 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $40.75万 | 0.19% | 16,139 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $40.50万 | 0.19% | 2,126 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $39.72万 | 0.19% | 17,151 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $34.74万 | 0.17% | 598 | 184 | 44.4% | $10.69万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $34.18万 | 0.16% | 3,894 | -1,109 | -22.2% | -$9.73万 | 减仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $28.51万 | 0.14% | 16,384 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $28.13万 | 0.13% | 759 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $26.01万 | 0.12% | 1,024 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $25.93万 | 0.12% | 12,270 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC COM | $25.07万 | 0.12% | 7,225 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC COM | $23.62万 | 0.11% | 6,590 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $23.22万 | 0.11% | 4,500 | 0 | 0.0% | — | 不变 |
| CDNA | CAREDX INC COM | $23.05万 | 0.11% | 8,087 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $22.07万 | 0.11% | 3,091 | 500 | 19.3% | $3.57万 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $21.12万 | 0.10% | 969 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $19.84万 | 0.09% | 734 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $18.01万 | 0.09% | 1,193 | 1,193 | — | $18.01万 | 新建仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $17.34万 | 0.08% | 7,956 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $16.71万 | 0.08% | 84 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $16.43万 | 0.08% | 137 | 40 | 41.2% | $4.80万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $15.62万 | 0.07% | 1,617 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $15.11万 | 0.07% | 698 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $14.78万 | 0.07% | 419 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $14.68万 | 0.07% | 1,704 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF | $14.11万 | 0.07% | 2,320 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $13.94万 | 0.07% | 2,618 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $12.81万 | 0.06% | 339 | 309 | 1,030.0% | $11.67万 | 加仓 |
| ICOP | ISHARES COPPER AND METALS MINING ETF | $12.30万 | 0.06% | 2,498 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $11.85万 | 0.06% | 808 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $11.78万 | 0.06% | 419 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $11.77万 | 0.06% | 85 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $10.96万 | 0.05% | 661 | 341 | 106.6% | $5.65万 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $10.93万 | 0.05% | 1,415 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $10.69万 | 0.05% | 5,533 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $10.59万 | 0.05% | 558 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS OCT 2026 TERM TIPS ETF | $9.57万 | 0.05% | 3,667 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $8.00万 | 0.04% | 509 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $7.76万 | 0.04% | 846 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $7.31万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $7.11万 | 0.03% | 95 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $7.09万 | 0.03% | 880 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $6.91万 | 0.03% | 610 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $6.87万 | 0.03% | 194 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $6.71万 | 0.03% | 491 | 491 | — | $6.71万 | 新建仓 |
| — | ISHARES MSCI UNITED KINGDOM SMALL CAP ETF | $6.44万 | 0.03% | 1,534 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $6.41万 | 0.03% | 375 | 375 | — | $6.41万 | 新建仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $6.24万 | 0.03% | 261 | 261 | — | $6.24万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $5.90万 | 0.03% | 1,089 | 1,089 | — | $5.90万 | 新建仓 |
| EOG | EOG RES INC COM | $5.90万 | 0.03% | 455 | 455 | — | $5.90万 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $5.36万 | 0.03% | 177 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $5.31万 | 0.03% | 520 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $5.31万 | 0.03% | 1,150 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $5.29万 | 0.03% | 277 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $5.25万 | 0.03% | 422 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $4.73万 | 0.02% | 958 | 0 | 0.0% | — | 不变 |