Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
LYNCHBURG VA · SEC CIK 0002106763
$1.27亿2026Q2 申报市值
65持仓数
55.5%前十大占比 · 第一大 18.9%
0 / 0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+$75.60万
VBR 加仓+$38.71万
BIV 加仓+$21.90万
BSV 加仓+$16.05万
VBK 加仓+$15.36万
2026Q2 卖出最多 按季末市值估算
VYM 减仓-$27.28万
AAPL 减仓-$22.43万
VIG 减仓-$10.93万
VEA 减仓-$1.32万
VV 减仓-$4,815
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.47万 | 0.16% | 409 | 0 | 0.0% | — | 重新持有 |
| TY | TRI CONTL CORP | $21.59万 | 0.17% | 6,272 | 0 | 0.0% | — | 重新持有 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $23.70万 | 0.19% | 9,277 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $25.02万 | 0.20% | 1,947 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $25.26万 | 0.20% | 1,060 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $26.27万 | 0.21% | 9,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $27.18万 | 0.21% | 3,345 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.18万 | 0.22% | 799 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $30.88万 | 0.24% | 913 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $31.44万 | 0.25% | 1,156 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $32.65万 | 0.26% | 436 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $36.01万 | 0.28% | 2,845 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $38.01万 | 0.30% | 1,214 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $39.65万 | 0.31% | 4,820 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $39.75万 | 0.31% | 2,533 | 2 | 0.1% | $314 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $40.85万 | 0.32% | 5,685 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $41.96万 | 0.33% | 6,205 | 161 | 2.7% | $1.09万 | 加仓 |
| — | EXXON MOBIL CORP | $42.38万 | 0.33% | 3,100 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $43.86万 | 0.34% | 1,567 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $46.36万 | 0.36% | 2,240 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $46.42万 | 0.36% | 387 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $48.08万 | 0.38% | 1,893 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $50.87万 | 0.40% | 6,074 | 5 | 0.1% | $419 | 加仓 |
| QQQ | INVESCO QQQ TR | $51.25万 | 0.40% | 696 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $57.87万 | 0.45% | 775 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $58.37万 | 0.46% | 850 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $58.77万 | 0.46% | 824 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $59.19万 | 0.47% | 10,170 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $65.30万 | 0.51% | 1,571 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $70.92万 | 0.56% | 6,038 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $77.97万 | 0.61% | 21,164 | -30 | -0.1% | -$1,105 | 减仓 |
| GOOG | ALPHABET INC | $78.05万 | 0.61% | 2,209 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $80.72万 | 0.63% | 2,851 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $85.94万 | 0.68% | 17,108 | 104 | 0.6% | $5,224 | 加仓 |
| TXN | TEXAS INSTRS INC | $95.38万 | 0.75% | 3,200 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $101.49万 | 0.80% | 2,840 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $102.85万 | 0.81% | 14,435 | -185 | -1.3% | -$1.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $103.10万 | 0.81% | 2,764 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $105.07万 | 0.83% | 13,041 | 13 | 0.1% | $1,047 | 加仓 |
| MGK | VANGUARD WORLD FD | $111.72万 | 0.88% | 12,708 | 3 | 0.0% | $264 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $121.91万 | 0.96% | 22,161 | 10 | 0.0% | $550 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $124.83万 | 0.98% | 3,968 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $137.41万 | 1.08% | 4,198 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $186.99万 | 1.47% | 22,710 | 14 | 0.1% | $1,153 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $193.25万 | 1.52% | 8,167 | -462 | -5.4% | -$10.93万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $193.87万 | 1.52% | 12,268 | -1,726 | -12.3% | -$27.28万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $202.31万 | 1.59% | 50,414 | 2,745 | 5.8% | $11.02万 | 加仓 |
| WMT | WALMART INC | $205.15万 | 1.61% | 18,113 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $208.58万 | 1.64% | 17,364 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $226.55万 | 1.78% | 29,078 | 2,060 | 7.6% | $16.05万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $274.11万 | 2.15% | 31,821 | 387 | 1.2% | $3.33万 | 加仓 |
| VV | VANGUARD INDEX FDS | $334.08万 | 2.62% | 9,714 | -14 | -0.1% | -$4,815 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $344.44万 | 2.71% | 44,907 | 2,855 | 6.8% | $21.90万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $355.56万 | 2.79% | 59,567 | 681 | 1.2% | $4.06万 | 加仓 |
| AAPL | APPLE INC | $387.95万 | 3.05% | 13,407 | -775 | -5.5% | -$22.43万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $408.25万 | 3.21% | 47,754 | 1,737 | 3.8% | $14.85万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $410.38万 | 3.22% | 75,968 | 1,863 | 2.5% | $10.06万 | 加仓 |
| VB | VANGUARD INDEX FDS | $422.41万 | 3.32% | 13,935 | 122 | 0.9% | $3.70万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $469.94万 | 3.69% | 21,564 | 497 | 2.4% | $10.83万 | 加仓 |
| CAT | CATERPILLAR INC | $486.98万 | 3.83% | 4,573 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $509.87万 | 4.01% | 33,046 | 331 | 1.0% | $5.11万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $528.85万 | 4.16% | 14,461 | 420 | 3.0% | $15.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $626.27万 | 4.92% | 141,178 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $785.21万 | 6.17% | 32,314 | 1,593 | 5.2% | $38.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,411.02万 | 18.94% | 65,156 | 2,043 | 3.2% | $75.60万 | 加仓 |