Bryant Woods Investment Advisors, LLC
GETZVILLE NY · SEC CIK 0001910641
$2.72亿2026Q1 申报市值
58持仓数
80.3%前十大占比 · 第一大 31.3%
9 / 0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
IVV 加仓+$354.33万
FENI 加仓+$183.96万
VOO 加仓+$174.83万
JIRE 加仓+$169.39万
FBND 加仓+$144.80万
2026Q1 卖出最多 按季末市值估算
IEMG 减仓-$21.76万
AAPL 减仓-$16.32万
VIOO 减仓-$11.69万
GOOGL 减仓-$3.14万
ACWV 减仓-$1.94万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8,500.48万 | 31.28% | 130,125 | 5,424 | 4.3% | $354.33万 | 加仓 |
| IJH | ISHARES TR | $2,683.85万 | 9.87% | 397,428 | 14,001 | 3.7% | $94.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,656.55万 | 9.77% | 44,460 | 2,926 | 7.0% | $174.83万 | 加仓 |
| AAPL | APPLE INC | $1,671.72万 | 6.15% | 65,870 | -643 | -1.0% | -$16.32万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,245.68万 | 4.58% | 168,830 | 10,090 | 6.4% | $74.45万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,142.31万 | 4.20% | 150,823 | 22,365 | 17.4% | $169.39万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,097.73万 | 4.04% | 295,097 | 49,452 | 20.1% | $183.96万 | 加仓 |
| IJR | ISHARES TR | $1,097.71万 | 4.04% | 88,305 | 802 | 0.9% | $9.97万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $975.06万 | 3.59% | 85,291 | 2,798 | 3.4% | $31.99万 | 加仓 |
| IEMG | ISHARES INC | $751.11万 | 2.76% | 107,683 | -3,120 | -2.8% | -$21.76万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $607.19万 | 2.23% | 148,453 | 15,269 | 11.5% | $62.45万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $512.96万 | 1.89% | 44,675 | -1,018 | -2.2% | -$11.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $380.27万 | 1.40% | 103,445 | 14,363 | 16.1% | $52.80万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $370.21万 | 1.36% | 81,148 | 31,739 | 64.2% | $144.80万 | 加仓 |
| IEFA | ISHARES TR | $290.67万 | 1.07% | 32,106 | 5,047 | 18.7% | $45.69万 | 加仓 |
| AMZN | AMAZON COM INC | $207.22万 | 0.76% | 9,949 | 620 | 6.6% | $12.91万 | 加仓 |
| MTUM | ISHARES TR | $164.01万 | 0.60% | 6,834 | -40 | -0.6% | -$9,600 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $144.59万 | 0.53% | 19,635 | 6,480 | 49.3% | $47.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $143.83万 | 0.53% | 8,246 | 28 | 0.3% | $4,884 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.53% | 2 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.18万 | 0.52% | 2,967 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $138.06万 | 0.51% | 4,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $135.52万 | 0.50% | 2,734 | 7 | 0.3% | $3,470 | 加仓 |
| MSFT | MICROSOFT CORP | $129.18万 | 0.48% | 3,488 | 1,180 | 51.1% | $43.70万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $123.33万 | 0.45% | 31,653 | 6,365 | 25.2% | $24.80万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $115.18万 | 0.42% | 14,937 | 120 | 0.8% | $9,253 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $107.88万 | 0.40% | 5,013 | 5,013 | — | $107.88万 | 新建仓 |
| FDMO | FIDELITY COVINGTON TRUST | $95.56万 | 0.35% | 11,929 | 12 | 0.1% | $961 | 加仓 |
| MOG/A | MOOG INC | $84.72万 | 0.31% | 2,895 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $78.59万 | 0.29% | 3,239 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $75.44万 | 0.28% | 8,134 | -207 | -2.5% | -$1.92万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $74.70万 | 0.27% | 340 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.10万 | 0.27% | 1,124 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $67.71万 | 0.25% | 7,634 | 596 | 8.5% | $5.29万 | 加仓 |
| MTB | M & T BK CORP | $66.77万 | 0.25% | 3,231 | 22 | 0.7% | $4,546 | 加仓 |
| ACWV | ISHARES INC | $65.87万 | 0.24% | 5,512 | -162 | -2.9% | -$1.94万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $61.22万 | 0.23% | 1,812 | 1,812 | — | $61.22万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $57.92万 | 0.21% | 8,360 | 8,360 | — | $57.92万 | 新建仓 |
| GOOGL | ALPHABET INC | $52.78万 | 0.19% | 1,835 | -109 | -5.6% | -$3.14万 | 减仓 |
| QQQ | INVESCO QQQ TR | $50.60万 | 0.19% | 878 | 48 | 5.8% | $2.77万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $48.56万 | 0.18% | 2,475 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $47.13万 | 0.17% | 692 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP NEW | $47.09万 | 0.17% | 95,904 | 24,438 | 34.2% | $12.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $44.72万 | 0.16% | 1,829 | -49 | -2.6% | -$1.20万 | 减仓 |
| GOOG | ALPHABET INC | $42.89万 | 0.16% | 1,494 | -1 | -0.1% | -$287 | 减仓 |
| AVGO | BROADCOM INC | $41.66万 | 0.15% | 1,347 | -30 | -2.2% | -$9,279 | 减仓 |
| DTCR | GLOBAL X FDS | $38.65万 | 0.14% | 16,133 | 16,133 | — | $38.65万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $36.94万 | 0.14% | 1,795 | 115 | 6.8% | $2.37万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $32.46万 | 0.12% | 8,600 | 8,600 | — | $32.46万 | 新建仓 |
| MPC | MARATHON PETE CORP | $28.55万 | 0.11% | 1,170 | 6 | 0.5% | $1,464 | 重新持有 |
| FQAL | FIDELITY COVINGTON TRUST | $27.66万 | 0.10% | 3,808 | 3,808 | — | $27.66万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $26.10万 | 0.10% | 814 | 217 | 36.3% | $6.96万 | 加仓 |
| D | DOMINION ENERGY INC | $23.71万 | 0.09% | 3,836 | 3,836 | — | $23.71万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $23.47万 | 0.09% | 4,033 | 4,033 | — | $23.47万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $22.20万 | 0.08% | 367 | 0 | 0.0% | — | 重新持有 |
| VST | VISTRA CORP | $21.80万 | 0.08% | 1,450 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $21.38万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $20.56万 | 0.08% | 4,000 | 4,000 | — | $20.56万 | 新建仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |