Brandywine Oak Private Wealth LLC 13F 持仓 · 2026年Q2
Brandywine Oak Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 245 只证券，申报市值合计 13.18 亿美元。前几大持仓：SCHF（12.03%）、VTV（11.44%）、VUG（9.35%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $158.5M | 12.03% | 5.7M | 减持 |
| 2 | VTV | VANGUARD INDEX FDS | $150.8M | 11.44% | 691,901 | 减持 |
| 3 | VUG | VANGUARD INDEX FDS | $123.2M | 9.35% | 1.4M | 增持 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $117.7M | 8.93% | 1.4M | 增持 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $57.5M | 4.36% | 974,352 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $41.3M | 3.14% | 692,546 | 增持 |
| 7 | IEFA | ISHARES TR | $37.2M | 2.82% | 384,856 | 增持 |
| 8 | AAPL | APPLE INC | $34.4M | 2.61% | 118,752 | 减持 |
| 9 | SPYV | SPDR SERIES TRUST | $34.4M | 2.61% | 565,753 | 增持 |
| 10 | SPYG | SPDR SERIES TRUST | $34.1M | 2.59% | 286,742 | 增持 |
| 11 | SLYV | SPDR SERIES TRUST | $30.4M | 2.30% | 278,220 | 减持 |
| 12 | VGT | VANGUARD WORLD FD | $25.2M | 1.91% | 210,995 | 增持 |
| 13 | REET | ISHARES TR | $19.5M | 1.48% | 706,773 | 增持 |
| 14 | SCHO | SCHWAB STRATEGIC TR | $19.5M | 1.48% | 809,728 | 增持 |
| 15 | GLDM | WORLD GOLD TR | $18.9M | 1.44% | 238,457 | 增持 |
| 16 | BAR | GRANITESHARES GOLD TR | $17.9M | 1.36% | 452,642 | 增持 |
| 17 | SUB | ISHARES TR | $15.1M | 1.15% | 141,844 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $14.8M | 1.12% | 73,740 | 减持 |
| 19 | GOOGL | ALPHABET INC | $11.6M | 0.88% | 32,473 | 减持 |
| 20 | IEMG | ISHARES INC | $11.3M | 0.86% | 136,249 | 增持 |
| 21 | MUB | ISHARES TR | $9.9M | 0.75% | 91,665 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $9.8M | 0.74% | 26,202 | 减持 |
| 23 | VTEB | VANGUARD MUN BD FDS | $9.2M | 0.70% | 181,386 | 减持 |
| 24 | JPM | JPMORGAN CHASE & CO | $9.0M | 0.69% | 27,611 | 增持 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $8.7M | 0.66% | 122,630 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR