B&
Bradley & Co. Private Wealth Management, LLC
分散型投资策略趋势追踪型长期持有型
申报总市值
US$1.9亿
申报季度: 2026-03-31 · 持股只数: 266
Bradley & Co. Private Wealth Management, LLC在最新一期 13F 报告中披露了 266 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 12.9%。
机构性格雪花图
- 集中度
- 19.99
- 持仓稳定性
- 12.86
- 动能／逆势
- 100
- 行业集中度
- 62.54
- 多样化
- 100
- 仓位均衡度
- 68.71
近期动向
加仓 COST
+7.0% US$223.0万
减仓 AXP
+5.7% -US$180.2万
减仓 MSFT
+11.0% -US$164.1万
加仓 DIS
+691.2% US$160.6万
减仓 GOOG
+0.3% -US$135.4万
加仓 VOO
+25600.0% US$137.6万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 215 大持股（共 266 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.87% | -0.75% | +0.30% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.83% | -0.14% | +5.70% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.44% | -0.15% | +2.80% | |
| 4 | WMT | Walmart INC | 股票-非周期性消费 | 6.58% | +0.65% | -0.37% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.37% | +0.07% | +6.61% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 6.15% | +1.16% | +7.00% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 6.08% | -0.34% | +4.17% | |
| 8 | AXP | American Express Co | 股票-金融 | 6.07% | -0.97% | +5.75% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 5.74% | -0.26% | +2.60% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.46% | -0.21% | +7.08% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 4.88% | -0.89% | +11.00% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.11% | -0.20% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.09% | -0.22% | -1.29% | |
| 14 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-其他 | 1.78% | — | — | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 1.52% | -0.38% | -2.89% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.40% | +0.13% | +1.23% | |
| 17 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.22% | +0.19% | +9.29% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | -0.06% | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.08% | -0.08% | — | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.00% | +0.85% | +691.20% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.97% | +0.12% | +12.23% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | -0.15% | -2.43% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.73% | +0.73% | +25600.00% | |
| 24 | SLAB | Silicon Laboratories INC | 股票-科技 | 0.73% | +0.17% | -16.82% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.63% | — | +13.09% | |
| 26 | FDX | Fedex CORP | 股票-工业 | 0.45% | +0.08% | — | |
| 27 | IBIG | Ishares Ibonds Oct 2030 Tt | ETF-其他 | 0.39% | +0.21% | +112.19% | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.35% | — | — | |
| 29 | IBII | Ishares Ibonds Oct 2032 Tt | ETF-其他 | 0.34% | +0.05% | +17.09% | |
| 30 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-其他 | 0.33% | +0.22% | +213.09% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.32% | — | — | |
| 32 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-其他 | 0.31% | +0.21% | +203.79% | |
| 33 | IBID | Ishares Ibonds Oct 2027 Tt | ETF-其他 | 0.31% | +0.20% | +171.52% | |
| 34 | DAL | Delta Air Lines INC | 股票-工业 | 0.31% | — | +0.01% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.31% | — | — | |
| 36 | IBIL | Ishares Ibonds Oct 2035 Tips | ETF-其他 | 0.30% | +0.05% | +19.74% | |
| 37 | IBIK | Isharesibondsoct2034tmtips | ETF-其他 | 0.30% | +0.05% | +19.82% | |
| 38 | IBIJ | Ishrs Ibnds Oct 2033 Trm | ETF-其他 | 0.30% | +0.05% | +19.86% | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.28% | — | — | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.26% | — | — | |
| 41 | IBIF | Ishares Ibonds Oct 2029 Tt | ETF-其他 | 0.25% | +0.20% | +412.49% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.25% | — | — | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.24% | +0.07% | +28.48% | |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.22% | — | — | |
| 45 | BCS | Barclays Plc-spons Adr | 股票-金融 | 0.21% | — | — | |
| 46 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.21% | — | — | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.19% | +0.13% | +234.98% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.18% | — | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.15% | — | — | |
| 50 | KBR | Kbr INC | 股票-工业 | 0.14% | +0.14% | NEW |
1–50 of 215
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 266 | US$1.9亿 | 13 | |
| 2025-12-31 | 216 | US$1.9亿 | 10 | |
| 2025-09-30 | 255 | US$1.8亿 | 23 | |
| 2025-06-30 | 240 | US$1.6亿 | 0 | |
| 2025-03-31 | 231 | US$1.5亿 | 100 | |
| 2024-12-31 | 227 | US$1.6亿 | 0 | |
| 2024-06-30 | 222 | US$1.4亿 | 0 | |
| 2024-03-31 | 229 | US$1.2亿 | 0 | |
| 2023-12-31 | 244 | US$1.1亿 | 0 | |
| 2023-09-30 | 225 | US$9584.6万 | 0 | |
| 2023-06-30 | 222 | US$1.0亿 | 0 | |
| 2023-03-31 | 213 | US$9129.3万 | 0 | |
| 2022-12-31 | 216 | US$8212.6万 | 0 | |
| 2022-09-30 | 233 | US$8387.4万 | 0 | |
| 2022-06-30 | 240 | US$9075.4万 | 0 | |
| 2022-03-31 | 203 | US$1.2亿 | 0 | |
| 2021-12-31 | 212 | US$1.2亿 | 0 | |
| 2021-09-30 | 213 | US$1.2亿 | 0 | |
| 2021-06-30 | 215 | US$1.1亿 | 100 | |
| 2021-03-31 | 215 | US$1.1亿 | — |
本季持股变动
Bradley & Co. Private Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Walmart INC Com; 清仓: Apple INC Com; 清仓: ; 清仓: ; 新建仓: Kbr INC (KBR).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.2% | +7.00% | 加仓 |
| 2 | DIS | Walt Disney Co/the | +0.9% | +691.20% | 加仓 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | +25600.00% | 加仓 |
| 4 | WMT | Walmart INC | +0.7% | -0.37% | 减仓 |
| 5 | IBIE | Ishares Ibonds Oct 2028 Tt | +0.2% | +213.09% | 加仓 |
| 6 | IBIH | Ishares Ibonds Oct 2031 Tt | +0.2% | +203.79% | 加仓 |
| 7 | IBIG | Ishares Ibonds Oct 2030 Tt | +0.2% | +112.19% | 加仓 |
| 8 | IBIF | Ishares Ibonds Oct 2029 Tt | +0.2% | +412.49% | 加仓 |
| 9 | IBID | Ishares Ibonds Oct 2027 Tt | +0.2% | +171.52% | 加仓 |
| 10 | IAU | Ishares Gold Trust | +0.2% | +9.29% | 加仓 |
| 11 | SLAB | Silicon Laboratories INC | +0.2% | -16.82% | 减仓 |
| 12 | VBR | Vanguard Small-cap Value ETF | +0.1% | +234.98% | 加仓 |
| 13 | GLD | Spdr Gold Shares | +0.1% | +1.23% | 加仓 |
| 14 | VXUS | Vanguard Total Intl Stock | +0.1% | +12.23% | 加仓 |
| 15 | FDX | Fedex CORP | +0.1% | — | 不变 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.61% | 加仓 |
| 17 | NEE | Nextera Energy INC | +0.1% | +28.48% | 加仓 |
| 18 | IBII | Ishares Ibonds Oct 2032 Tt | +0.1% | +17.09% | 加仓 |
| 19 | IBIJ | Ishrs Ibnds Oct 2033 Trm | +0.1% | +19.86% | 加仓 |
| 20 | IBIK | Isharesibondsoct2034tmtips | +0.1% | +19.82% | 加仓 |
| 21 | IBIL | Ishares Ibonds Oct 2035 Tips | +0.1% | +19.74% | 加仓 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | 不变 |
| 23 | FTRE | Fortrea Holdings INC | -0.1% | — | 不变 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | — | 不变 |
| 25 | AAPL | Apple INC | -0.1% | +5.70% | 加仓 |
| 26 | META | Meta Platforms Inc-class A | -0.2% | -2.43% | 减仓 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +2.80% | 加仓 |
| 28 | ITOT | Ishares Core S&p Total U.s. | -0.2% | — | 不变 |
| 29 | AMZN | Amazon.com INC | -0.2% | +7.08% | 加仓 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.29% | 减仓 |
| 31 | NVDA | Nvidia CORP | -0.3% | +2.60% | 加仓 |
| 32 | JPM | Jpmorgan Chase & Co | -0.3% | +4.17% | 加仓 |
| 33 | TSLA | Tesla INC | -0.4% | -2.89% | 减仓 |
| 34 | GOOG | Alphabet Inc-cl C | -0.8% | +0.30% | 加仓 |
| 35 | MSFT | Microsoft CORP | -0.9% | +11.00% | 加仓 |
| 36 | AXP | American Express Co | -1% | +5.75% | 加仓 |
| 37 | ✓ | Walmart INC Com | — | EXIT | 清仓 |
| 38 | ✓ | Apple INC Com | — | EXIT | 清仓 |
| 39 | ✓ | — | EXIT | 清仓 | |
| 40 | ✓ | — | EXIT | 清仓 | |
| 41 | KBR | Kbr INC | — | NEW | 新建仓 |
| 42 | ✓ | Alphabet INC | — | EXIT | 清仓 |
| 43 | ✓ | Microsoft CORP Com | — | EXIT | 清仓 |
| 44 | VTV | Vanguard Value ETF | — | NEW | 新建仓 |
| 45 | ✓ | Amazon Com INC Com | — | EXIT | 清仓 |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | ✓ | Nvidia Corporation Com | — | EXIT | 清仓 |
| 48 | ICOP | Ishares Copper And Metals | — | NEW | 新建仓 |
| 49 | COPX | Global X Copper Miners ETF | — | NEW | 新建仓 |
| 50 | IBIC | Ishares Ibonds Oct 2026 Tt | — | NEW | 新建仓 |
FAQ
Bradley & Co. Private Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Bradley & Co. Private Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.9亿，分布在 266 个已申报仓位之中。
Bradley & Co. Private Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Bradley & Co. Private Wealth Management, LLC 按市值排列的前几大持股为：
1. Alphabet Inc-cl C (GOOG) — US$1493.6万 (7.9%)
2. Apple INC (AAPL) — US$1485.5万 (7.8%)
3. Vanguard Total Stock Mkt ETF (VTI) — US$1411.5万 (7.4%)
4. Walmart INC (WMT) — US$1247.9万 (6.6%)
5. Berkshire Hathaway Inc-cl B (BRK-B) — US$1209.1万 (6.4%)
Bradley & Co. Private Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Bradley & Co. Private Wealth Management, LLC 共进行了 45 项显著调整：新建仓 5 个仓位、加仓 26 个既有持股、减仓 5 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：清仓: Walmart INC Com; 清仓: Apple INC Com; 清仓: ; 清仓: ; 新建仓: Kbr INC (KBR)
Bradley & Co. Private Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Bradley & Co. Private Wealth Management, LLC 的主要板块分布如下：
• Information Technology: 27.3%
• Financials: 25.5%
• Consumer Staples: 17.8%
• Communication Services: 16.1%
• Consumer Discretionary: 10.5%
• Industrials: 1.8%