Brandywine Trust Co 13F 持仓 · 2026年Q2
Brandywine Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 6.21 亿美元。前几大持仓：VT（53.26%）、SPY（18.90%）、CPB（7.01%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VT | VANGUARD INTL EQUITY INDEX F | $330.5M | 53.26% | 2.1M | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $117.3M | 18.90% | 157,095 | 增持 |
| 3 | CPB | THE CAMPBELLS COMPANY | $43.5M | 7.01% | 2.0M | 持平 |
| 4 | ABBV | ABBVIE INC | $25.4M | 4.09% | 100,852 | 减持 |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $16.5M | 2.65% | 22 | 持平 |
| 6 | WFC | WELLS FARGO & CO | $15.0M | 2.42% | 181,904 | 持平 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $10.9M | 1.76% | 153,087 | 增持 |
| 8 | ABT | ABBOTT LABORATORIES | $10.6M | 1.71% | 116,669 | 持平 |
| 9 | ACWI | ISHARES TR | $9.7M | 1.56% | 61,715 | 持平 |
| 10 | XOM | EXXON MOBIL CORP | $8.5M | 1.37% | 62,299 | 持平 |
| 11 | PM | PHILIP MORRIS INTL INC | $5.6M | 0.90% | 30,814 | 持平 |
| 12 | GE | GE AEROSPACE | $3.4M | 0.55% | 9,108 | 持平 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 0.47% | 5,774 | 持平 |
| 14 | GEV | GE VERNOVA INC | $2.7M | 0.43% | 2,290 | 持平 |
| 15 | IVV | ISHARES TR | $2.5M | 0.40% | 3,290 | 增持 |
| 16 | MO | ALTRIA GROUP INC | $2.2M | 0.36% | 30,814 | 持平 |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $1.8M | 0.29% | 2,336 | 新建仓 |
| 18 | VOO | VANGUARD INDEX FDS | $1.5M | 0.24% | 2,149 | 新建仓 |
| 19 | MLM | MARTIN MARIETTA MATLS INC | $1.4M | 0.22% | 2,400 | 持平 |
| 20 | MDLZ | MONDELEZ INTL INC | $1.2M | 0.20% | 21,323 | 持平 |
| 21 | CMCSA | COMCAST CORP NEW | $904,422 | 0.15% | 36,840 | 持平 |
| 22 | CVX | CHEVRON CORPORATION | $850,183 | 0.14% | 5,129 | 持平 |
| 23 | KO | COCA COLA CO | $868,126 | 0.14% | 10,682 | 持平 |
| 24 | UVV | UNIVERSAL CORP VA MTNS BK EN | $777,698 | 0.13% | 14,907 | 持平 |
| 25 | BAC | BANK OF AMER CORP | $759,315 | 0.12% | 13,326 | 持平 |
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