Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
LYNCHBURG VA · SEC CIK 0002106763
$1.11亿2026Q1 申报市值
63持仓数
54.1%前十大占比 · 第一大 18.2%
0 / 1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
VTI 加仓+$187.84万
VBR 加仓+$78.80万
VSS 加仓+$45.69万
VXUS 加仓+$40.24万
VBK 加仓+$40.11万
2026Q1 卖出最多 按季末市值估算
CEG 清仓-$24.80万
BHRB 减仓-$20.90万
AAPL 减仓-$9.77万
WMT 减仓-$9.36万
BIV 减仓-$4.72万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,024.74万 | 18.19% | 63,113 | 5,855 | 10.2% | $187.84万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $667.42万 | 6.00% | 30,721 | 3,627 | 13.4% | $78.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $548.62万 | 4.93% | 141,178 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $476.96万 | 4.29% | 32,715 | 3,134 | 10.6% | $45.69万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $424.40万 | 3.81% | 14,041 | 1,327 | 10.4% | $40.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $413.34万 | 3.71% | 21,067 | 1,292 | 6.5% | $25.35万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $391.12万 | 3.51% | 74,105 | 5,312 | 7.7% | $28.04万 | 加仓 |
| VB | VANGUARD INDEX FDS | $361.80万 | 3.25% | 13,813 | 1,273 | 10.2% | $33.34万 | 加仓 |
| AAPL | APPLE INC | $359.93万 | 3.23% | 14,182 | -385 | -2.6% | -$9.77万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $354.84万 | 3.19% | 46,017 | 5,219 | 12.8% | $40.24万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $324.56万 | 2.92% | 42,052 | -612 | -1.4% | -$4.72万 | 减仓 |
| CAT | CATERPILLAR INC | $323.98万 | 2.91% | 4,573 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $318.28万 | 2.86% | 58,886 | 4,483 | 8.2% | $24.23万 | 加仓 |
| VV | VANGUARD INDEX FDS | $290.73万 | 2.61% | 9,728 | 519 | 5.6% | $15.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $228.85万 | 2.06% | 5,239 | 373 | 7.7% | $16.29万 | 加仓 |
| WMT | WALMART INC | $225.11万 | 2.02% | 18,113 | -753 | -4.0% | -$9.36万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $211.85万 | 1.90% | 27,018 | -112 | -0.4% | -$8,782 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $207.25万 | 1.86% | 13,994 | 146 | 1.1% | $2.16万 | 加仓 |
| PCAR | PACCAR INC | $200.55万 | 1.80% | 17,364 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $188.01万 | 1.69% | 47,669 | 8,499 | 21.7% | $33.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $185.58万 | 1.67% | 8,629 | -173 | -2.0% | -$3.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $161.44万 | 1.45% | 22,696 | 11 | 0.0% | $782 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $123.49万 | 1.11% | 4,198 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $113.88万 | 1.02% | 3,968 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $107.35万 | 0.96% | 22,151 | 10 | 0.0% | $485 | 加仓 |
| MSFT | MICROSOFT CORP | $102.31万 | 0.92% | 2,764 | 421 | 18.0% | $15.58万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $93.69万 | 0.84% | 14,620 | 315 | 2.2% | $2.02万 | 加仓 |
| VO | VANGUARD INDEX FDS | $93.52万 | 0.84% | 3,257 | 5 | 0.2% | $1,436 | 加仓 |
| MGK | VANGUARD WORLD FD | $93.37万 | 0.84% | 2,541 | 1 | 0.0% | $367 | 加仓 |
| IDCC | INTERDIGITAL INC | $86.10万 | 0.77% | 2,851 | 56 | 2.0% | $1.69万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $84.93万 | 0.76% | 17,004 | -105 | -0.6% | -$5,245 | 减仓 |
| GOOGL | ALPHABET INC | $81.67万 | 0.73% | 2,840 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $72.00万 | 0.65% | 21,194 | 613 | 3.0% | $2.08万 | 加仓 |
| GOOG | ALPHABET INC | $63.37万 | 0.57% | 2,209 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $62.12万 | 0.56% | 3,200 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $59.53万 | 0.53% | 10,170 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $59.53万 | 0.53% | 1,567 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $52.59万 | 0.47% | 3,100 | 158 | 5.4% | $2.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $50.77万 | 0.46% | 850 | 139 | 19.5% | $8.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $50.37万 | 0.45% | 775 | 2 | 0.3% | $1,300 | 加仓 |
| CSCO | CISCO SYS INC | $46.85万 | 0.42% | 6,038 | 304 | 5.3% | $2.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $46.27万 | 0.42% | 1,893 | 216 | 12.9% | $5.28万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $45.58万 | 0.41% | 6,069 | -398 | -6.2% | -$2.99万 | 减仓 |
| CMI | CUMMINS INC | $44.33万 | 0.40% | 824 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $43.24万 | 0.39% | 1,214 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $42.51万 | 0.38% | 1,571 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $40.17万 | 0.36% | 696 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $37.79万 | 0.34% | 4,820 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $37.40万 | 0.34% | 6,044 | 6 | 0.1% | $371 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $37.25万 | 0.33% | 2,845 | -53 | -1.8% | -$6,940 | 减仓 |
| RY | ROYAL BK CDA | $36.24万 | 0.33% | 2,240 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $35.60万 | 0.32% | 387 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $35.41万 | 0.32% | 5,685 | -3,355 | -37.1% | -$20.90万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.01万 | 0.31% | 2,531 | 200 | 8.6% | $2.77万 | 加仓 |
| IVV | ISHARES TR | $28.47万 | 0.26% | 436 | 1 | 0.2% | $653 | 加仓 |
| UNP | UNION PAC CORP | $28.05万 | 0.25% | 1,156 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $27.62万 | 0.25% | 913 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $26.28万 | 0.24% | 799 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.44万 | 0.23% | 3,345 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.42万 | 0.21% | 1,947 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $22.83万 | 0.21% | 9,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $22.08万 | 0.20% | 1,060 | -16 | -1.5% | -$3,332 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $20.31万 | 0.18% | 9,277 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -702 | -100.0% | -$24.80万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TY | TRI CONTL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |