Towne Trust Company, N.A
NEWPORT NEWS VA · SEC CIK 0001102256
$3.11亿2026Q1 申报市值
318持仓数
31.6%前十大占比 · 第一大 4.4%
5 / 11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
SPYG 加仓+$109.02万
IUSV 加仓+$81.18万
IDEV 加仓+$77.46万
VGIT 加仓+$62.46万
BSV 加仓+$61.08万
2026Q1 卖出最多 按季末市值估算
COP 减仓-$606.82万
CSCO 减仓-$108.63万
ELV 清仓-$105.24万
RTX 减仓-$101.45万
AMGN 减仓-$95.70万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $15.74万 | 0.05% | 1,070 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $15.90万 | 0.05% | 765 | -760 | -49.8% | -$15.80万 | 减仓 |
| ABBV | ABBVIE INC | $15.92万 | 0.05% | 732 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $17.06万 | 0.05% | 900 | -200 | -18.2% | -$3.79万 | 减仓 |
| IBTJ | iShares iBonds Dec 2029 Term T | $18.43万 | 0.06% | 8,436 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $20.08万 | 0.06% | 4,550 | -1,500 | -24.8% | -$6.62万 | 减仓 |
| LLY | LILLY (ELI) & CO. | $20.60万 | 0.07% | 224 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $20.81万 | 0.07% | 839 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS | $21.60万 | 0.07% | 830 | -65 | -7.3% | -$1.69万 | 减仓 |
| CL | COLGATE PALMOLIVE CO. | $22.16万 | 0.07% | 2,600 | -250 | -8.8% | -$2.13万 | 减仓 |
| ADI | ANALOG DEVICES INC | $22.94万 | 0.07% | 721 | -40 | -5.3% | -$1.27万 | 减仓 |
| TSLA | TESLA INC | $23.23万 | 0.07% | 625 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.40万 | 0.08% | 5,700 | -3,498 | -38.0% | -$14.36万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $23.52万 | 0.08% | 1,200 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO | $24.35万 | 0.08% | 2,350 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES S&P 500 INDEX FUND ETF | $27.11万 | 0.09% | 415 | -50 | -10.8% | -$3.27万 | 减仓 |
| MCD | MCDONALDS CORP | $27.57万 | 0.09% | 887 | 0 | 0.0% | — | 不变 |
| IBTI | iShares ibonds Dec 2028 Term T | $27.63万 | 0.09% | 12,400 | 1,100 | 9.7% | $2.45万 | 加仓 |
| HD | HOME DEPOT INC. | $27.89万 | 0.09% | 848 | -40 | -4.5% | -$1.32万 | 减仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $28.56万 | 0.09% | 5,675 | -2,590 | -31.3% | -$13.03万 | 减仓 |
| MS | MORGAN STANLEY | $29.08万 | 0.09% | 1,767 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $29.22万 | 0.09% | 2,846 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP - CLASS B | $29.47万 | 0.09% | 5,549 | -1,758 | -24.1% | -$9.33万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM | $29.78万 | 0.10% | 2,274 | -99 | -4.2% | -$1.30万 | 减仓 |
| IBTH | iShares iBonds Dec 2027 Term T | $30.44万 | 0.10% | 13,570 | -2,000 | -12.8% | -$4.49万 | 减仓 |
| META | META PLATFORMS INC | $31.47万 | 0.10% | 550 | 23 | 4.4% | $1.32万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $32.17万 | 0.10% | 1,496 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR CORE MSCI EAFE ETF | $32.18万 | 0.10% | 3,555 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES, INC. | $34.20万 | 0.11% | 3,200 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE PRICE GROUP INC | $36.82万 | 0.12% | 4,085 | -1,365 | -25.0% | -$12.30万 | 减仓 |
| IBTG | iShares iBonds Dec 2026 Term T | $38.04万 | 0.12% | 16,600 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $39.53万 | 0.13% | 1,600 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL, INC | $39.99万 | 0.13% | 6,938 | -121 | -1.7% | -$6,974 | 减仓 |
| MMM | 3M CO | $40.05万 | 0.13% | 2,758 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $40.97万 | 0.13% | 855 | -30 | -3.4% | -$1.44万 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $45.09万 | 0.14% | 4,674 | -2,050 | -30.5% | -$19.78万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $48.05万 | 0.15% | 2,365 | 1,743 | 280.2% | $35.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $49.74万 | 0.16% | 588 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $51.09万 | 0.16% | 4,111 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY CO/THE | $54.49万 | 0.18% | 5,654 | -807 | -12.5% | -$7.78万 | 减仓 |
| RY | ROYAL BK CDA MONTREAL QUE COM | $56.62万 | 0.18% | 3,500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA LLC COM | $61.63万 | 0.20% | 706 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $62.85万 | 0.20% | 3,450 | -300 | -8.0% | -$5.47万 | 减仓 |
| WY | WEYERHAEUSER CO | $65.24万 | 0.21% | 26,704 | -12,575 | -32.0% | -$30.72万 | 减仓 |
| BSCQ | INVESCO BULLETSHARES 2026 | $65.88万 | 0.21% | 33,733 | -300 | -0.9% | -$5,859 | 减仓 |
| NEM | NEWMONT MINING | $72.53万 | 0.23% | 6,700 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $73.22万 | 0.24% | 25,258 | -1,600 | -6.0% | -$4.64万 | 减仓 |
| B | BARRICK MINING CORPORATION | $73.83万 | 0.24% | 18,100 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $74.30万 | 0.24% | 3,748 | 1,048 | 38.8% | $20.78万 | 加仓 |
| QCOM | QUALCOMM INC | $76.47万 | 0.25% | 5,938 | 722 | 13.8% | $9.30万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $76.96万 | 0.25% | 15,786 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $79.35万 | 0.25% | 1,120 | -147 | -11.6% | -$10.41万 | 减仓 |
| IAU | ISHARES GOLD TRUST NEW | $81.55万 | 0.26% | 9,250 | -450 | -4.6% | -$3.97万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | $81.66万 | 0.26% | 1,915 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $82.30万 | 0.26% | 1,461 | -280 | -16.1% | -$15.77万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | $84.50万 | 0.27% | 1,370 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $85.05万 | 0.27% | 12,889 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $85.25万 | 0.27% | 4,888 | -550 | -10.1% | -$9.59万 | 减仓 |
| PFE | PFIZER, INC | $90.31万 | 0.29% | 32,161 | -11,365 | -26.1% | -$31.91万 | 减仓 |
| LOW | LOWES COMPANIES | $93.90万 | 0.30% | 3,974 | 906 | 29.5% | $21.41万 | 加仓 |
| BSCT | INVESCO BULLETSHARES 2029 | $94.53万 | 0.30% | 50,660 | 3,400 | 7.2% | $6.34万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO. | $97.59万 | 0.31% | 16,091 | -1,860 | -10.4% | -$11.28万 | 减仓 |
| — | HONEYWELL INTERNATIONAL INC | $99.91万 | 0.32% | 4,420 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $100.26万 | 0.32% | 5,371 | -136 | -2.5% | -$2.54万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $106.17万 | 0.34% | 9,315 | -244 | -2.6% | -$2.78万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $116.04万 | 0.37% | 2,220 | -638 | -22.3% | -$33.35万 | 减仓 |
| TGT | TARGET CORP | $119.16万 | 0.38% | 9,832 | -725 | -6.9% | -$8.79万 | 减仓 |
| CBRE | CBRE GROUP INC | $119.50万 | 0.38% | 8,822 | 2,234 | 33.9% | $30.26万 | 加仓 |
| CVX | CHEVRON CORP | $120.00万 | 0.39% | 5,800 | -803 | -12.2% | -$16.61万 | 减仓 |
| UPS | UNITED PARCEL SERVICE CL B | $126.90万 | 0.41% | 12,899 | -1,905 | -12.9% | -$18.74万 | 减仓 |
| BSCR | INVESCO BULLETSHARES 2027 | $128.65万 | 0.41% | 65,552 | 2,843 | 4.5% | $5.58万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 | $129.71万 | 0.42% | 63,512 | 3,895 | 6.5% | $7.95万 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $132.35万 | 0.43% | 5,420 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $146.81万 | 0.47% | 23,748 | -3,710 | -13.5% | -$22.94万 | 减仓 |
| SPEM | SPDR INDEX SHARES EMERG | $149.53万 | 0.48% | 31,875 | 9,423 | 42.0% | $44.20万 | 加仓 |
| WRB | WR BERKLEY CORP | $151.79万 | 0.49% | 22,902 | -1,027 | -4.3% | -$6.81万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $152.09万 | 0.49% | 2,635 | -20 | -0.8% | -$1.15万 | 减仓 |
| GE | GE AEROSPACE | $157.35万 | 0.51% | 5,545 | -350 | -5.9% | -$9.93万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $159.48万 | 0.51% | 66,981 | -10,700 | -13.8% | -$25.48万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $164.44万 | 0.53% | 30,100 | 9,100 | 43.3% | $49.71万 | 加仓 |
| CB | CHUBB CORP | $169.68万 | 0.54% | 5,206 | -325 | -5.9% | -$10.59万 | 减仓 |
| HL | HECLA MINING CO | $185.37万 | 0.60% | 99,500 | 25,400 | 34.3% | $47.32万 | 加仓 |
| GLD | SPDR GOLD TRUST | $188.47万 | 0.61% | 4,380 | 621 | 16.5% | $26.72万 | 加仓 |
| VCIT | VANGUARD INTERMED TRM CORP BD | $197.59万 | 0.63% | 23,878 | 4,713 | 24.6% | $39.00万 | 加仓 |
| KO | COCA-COLA CO | $200.60万 | 0.64% | 26,377 | -1,715 | -6.1% | -$13.04万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL IN | $213.77万 | 0.69% | 12,929 | -620 | -4.6% | -$10.25万 | 减仓 |
| JPM | JP MORGAN CHASE & CO | $222.56万 | 0.71% | 7,566 | 1,023 | 15.6% | $30.09万 | 加仓 |
| SYY | SYSCO CORP | $226.73万 | 0.73% | 31,786 | -5,645 | -15.1% | -$40.27万 | 减仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $235.88万 | 0.76% | 50,103 | 8,315 | 19.9% | $39.15万 | 加仓 |
| IDEV | iShares Core MSCI Internationa | $243.36万 | 0.78% | 29,120 | 9,269 | 46.7% | $77.46万 | 加仓 |
| MAR | MARRIOTT INTERNATIONAL INC NEW | $245.66万 | 0.79% | 7,511 | -539 | -6.7% | -$17.63万 | 减仓 |
| BKR | BAKER HUGHES CO | $249.03万 | 0.80% | 40,791 | -359 | -0.9% | -$2.19万 | 减仓 |
| YUM | YUM! BRANDS INC | $249.03万 | 0.80% | 16,017 | -1,165 | -6.8% | -$18.11万 | 减仓 |
| V | VISA INC - CLASS A SHARES | $254.79万 | 0.82% | 8,430 | 584 | 7.4% | $17.65万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $265.95万 | 0.85% | 10,972 | -575 | -5.0% | -$13.94万 | 减仓 |
| SPHY | SPDR Portfolio High Yield Bond | $270.36万 | 0.87% | 115,934 | 20,371 | 21.3% | $47.51万 | 加仓 |
| MRK | MERCK & CO INC NEW | $282.18万 | 0.91% | 23,458 | -703 | -2.9% | -$8.46万 | 减仓 |
| IMCG | iShares Morningstar Mid-Cap Gr | $290.98万 | 0.93% | 36,941 | 4,825 | 15.0% | $38.01万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $299.25万 | 0.96% | 5,008 | 546 | 12.2% | $32.63万 | 加仓 |
| BSV | VANGUARD SHORT - TERM BOND ETF | $313.00万 | 1.01% | 39,918 | 7,790 | 24.2% | $61.08万 | 加仓 |