13F 机构持仓

Towne Trust Company, N.A

NEWPORT NEWS VA · SEC CIK 0001102256

2026Q22026Q1 更早 9 个季度 🔒
$3.29亿2026Q2 申报市值
323持仓数
31.5%前十大占比 · 第一大 3.9%
32 / 29新建仓 / 清仓
申报市值走势$3.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.9%
MSFT 3.7%
CSCO 3.6%
JNJ 3.4%
EXXON MOBIL CO 3.3%
FNDF 3.2%
RTX 3.0%
PG 2.4%
VBR 2.4%
AMZN 2.4%

2026Q2 买入最多 按季末市值估算

VGIT 加仓+$78.53万
FNDF 加仓+$64.40万
V 加仓+$63.23万
ADP 加仓+$59.48万
BSV 加仓+$59.41万

2026Q2 卖出最多 按季末市值估算

COP 减仓-$160.78万
HPE 减仓-$122.47万
CSCO 减仓-$47.61万
TFC 减仓-$35.25万
VIG 清仓-$32.17万

2026Q2 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
ALB ALBEMARLE CORP $10.80万0.03%800 00.0% — 不变
CTVA CORTEVA INC $11.36万0.03%1,341 750126.9% $6.35万 加仓
AZN ASTRAZENECA PLC COM STK $11.60万0.04%612 00.0% — 不变
AXP AMERICAN EXPRESS CO $12.58万0.04%372 7023.2% $2.37万 加仓
CG Carlyle Group Inc. $12.63万0.04%3,000 00.0% — 不变
AMAT APPLIED MATERIALS INC $12.65万0.04%175 175— $12.65万 新建仓
HSY HERSHEY COMPANY $12.72万0.04%725 -40-5.2% -$7,018 减仓
— DUKE ENERGY CORP $12.77万0.04%5,200 1,20030.0% $2.95万 加仓
COST COSTCO WHOLESALE CORP $12.91万0.04%138 00.0% — 不变
JEF Jefferies Financial Group $12.95万0.04%2,592 00.0% — 不变
MA MASTERCARD INC - CLASS A $13.20万0.04%257 00.0% — 不变
IEMG ISHARES CORE MSCI EMERGING MKT $13.85万0.04%1,672 923123.2% $7.65万 加仓
TSCO TRACTOR SUPPLY COMPANY $13.91万0.04%4,400 2,900193.3% $9.17万 重新持有
— NEXTERA ENERGY CAPITAL $14.27万0.04%6,500 2,50062.5% $5.49万 加仓
— JPMORGAN CHASE & CO $15.33万0.05%6,400 2,40060.0% $5.75万 加仓
IJJ ISHARES S&P MID-CAP 400 VALUE $15.69万0.05%1,062 00.0% — 不变
— BANK OF AMERICA CORP $15.77万0.05%6,400 2,40060.0% $5.91万 加仓
SBUX STARBUCKS CORP $15.95万0.05%1,561 00.0% — 不变
ITW ILLINOIS TOOL WORKS $16.09万0.05%595 -235-28.3% -$6.36万 减仓
— AT&T INC $16.38万0.05%8,000 4,000100.0% $8.19万 加仓
ORCL ORACLE CORP $17.85万0.05%1,218 14813.8% $2.17万 加仓
AVGO BROADCOM INC COM $18.28万0.06%484 18159.7% $6.84万 加仓
DVN DEVON ENERGY CORPORATION NEW $20.14万0.06%4,875 -800-14.1% -$3.31万 减仓
CL COLGATE PALMOLIVE CO. $20.17万0.06%2,200 -400-15.4% -$3.67万 减仓
UNH UNITED HEALTH GROUP INC $21.20万0.06%510 00.0% — 不变
CLX CLOROX CO $21.47万0.07%2,250 -100-4.3% -$9,544 减仓
CSX CSX CORP $22.34万0.07%4,700 -1,000-17.5% -$4.75万 减仓
DUK DUKE ENERGY CORP NEW COM $24.44万0.07%1,931 -343-15.1% -$4.34万 减仓
ABT ABBOTT LABORATORIES $24.45万0.07%2,695 -151-5.3% -$1.37万 减仓
DRI DARDEN RESTAURANTS INC $24.72万0.08%1,200 00.0% — 不变
FOX FOX CORP - CLASS B $25.52万0.08%5,449 -100-1.8% -$4,684 减仓
TSLA TESLA INC $26.29万0.08%625 00.0% — 不变
IWM ISHARES RUSSELL 2000 ETF $26.65万0.08%887 485.7% $1.44万 加仓
LLY LILLY (ELI) & CO. $26.87万0.08%224 00.0% — 不变
MCD MCDONALDS CORP $27.46万0.08%1,016 12914.5% $3.49万 加仓
AEP AMERICAN ELECTRIC POWER CO INC $29.26万0.09%2,139 1,255142.0% $17.17万 加仓
ABBV ABBVIE INC $30.02万0.09%1,193 46163.0% $11.60万 加仓
AMD ADVANCED MICRO DEVICS $30.21万0.09%520 204.0% $1.16万 加仓
HD HOME DEPOT INC. $30.26万0.09%858 101.2% $3,527 加仓
META META PLATFORMS INC $30.98万0.09%550 00.0% — 不变
IBTI iShares ibonds Dec 2028 Term T $32.53万0.10%14,695 2,29518.5% $5.08万 加仓
IBTH iShares iBonds Dec 2027 Term T $32.59万0.10%14,570 1,0007.4% $2.24万 加仓
ADI ANALOG DEVICES INC $32.69万0.10%823 10214.1% $4.05万 加仓
IBTG iShares iBonds Dec 2026 Term T $33.19万0.10%14,500 -2,100-12.7% -$4.81万 减仓
IBTJ iShares iBonds Dec 2029 Term T $35.69万0.11%16,486 8,05095.4% $17.43万 加仓
IVV ISHARES S&P 500 INDEX FUND ETF $37.52万0.11%501 8620.7% $6.44万 加仓
PPG PPG INDUSTRIES, INC. $38.81万0.12%3,200 00.0% — 不变
VLO VALERO ENERGY CORP $39.07万0.12%1,500 -100-6.2% -$2.60万 减仓
TROW T ROWE PRICE GROUP INC $40.08万0.12%3,525 -560-13.7% -$6.37万 减仓
MDLZ MONDELEZ INTERNATIONAL, INC $40.13万0.12%6,938 00.0% — 不变
MS MORGAN STANLEY $40.34万0.12%1,930 1639.2% $3.41万 加仓
IEFA ISHARES TR CORE MSCI EAFE ETF $43.57万0.13%4,511 95626.9% $9.23万 加仓
MMM 3M CO $44.65万0.14%2,758 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC CL B NE $45.19万0.14%903 485.6% $2.40万 加仓
DHR DANAHER CORP $51.81万0.16%2,720 1,820202.2% $34.67万 加仓
KMB KIMBERLY CLARK CORP $53.92万0.16%4,912 2385.1% $2.61万 加仓
T AT&T INC $54.62万0.17%26,387 1,1294.5% $2.34万 加仓
PSX PHILLIPS 66 $57.05万0.17%3,375 -75-2.2% -$1.27万 减仓
WMT WALMART INC $57.45万0.17%5,072 96123.4% $10.88万 加仓
GS GOLDMAN SACHS GROUP INC $59.47万0.18%588 00.0% — 不变
WY WEYERHAEUSER CO $61.81万0.19%25,820 -884-3.3% -$2.12万 减仓
RY ROYAL BK CDA MONTREAL QUE COM $62.09万0.19%3,000 -500-14.3% -$10.35万 减仓
NEM NEWMONT MINING $62.58万0.19%6,700 00.0% — 不变
INTC INTEL CORP $67.51万0.20%4,835 2856.3% $3.98万 加仓
IAU ISHARES GOLD TRUST NEW $70.16万0.21%9,291 410.4% $3,096 加仓
BSCQ INVESCO BULLETSHARES 2026 $70.89万0.22%36,307 2,5747.6% $5.03万 加仓
PFE PFIZER, INC $77.72万0.24%32,276 1150.4% $2,769 加仓
GEV GE VERNOVA LLC COM $79.89万0.24%680 -26-3.7% -$3.05万 减仓
B BARRICK MINING CORPORATION $83.74万0.25%22,800 4,70026.0% $17.26万 加仓
CVX CHEVRON CORP $85.12万0.26%5,135 -665-11.5% -$11.02万 减仓
CRM SALESFORCE INC $87.90万0.27%5,611 2404.5% $3.76万 加仓
DE DEERE & CO $88.87万0.27%1,401 -60-4.1% -$3.81万 减仓
BAC BANK OF AMERICA CORP $89.95万0.27%15,786 00.0% — 不变
ULTA ULTA BEAUTY INC $91.32万0.28%2,025 -195-8.8% -$8.79万 减仓
DIS WALT DISNEY CO/THE $92.24万0.28%9,583 3,92969.5% $37.82万 加仓
MO ALTRIA GROUP INC $92.74万0.28%12,889 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO. $93.64万0.28%16,251 1601.0% $9,219 加仓
NVDA NVIDIA CORP $96.22万0.29%4,809 -79-1.6% -$1.58万 减仓
IWF ISHARES RUSSELL 1000 GROWTH ET $97.16万0.29%7,825 1652.2% $2.05万 加仓
HON HONEYWELL INTERNATIONAL INC $98.96万0.30%4,420 00.0% — 不变
PGR PROGRESSIVE CORP $101.56万0.31%4,649 90124.0% $19.68万 加仓
MDY SPDR S&P MIDCAP 400 ETF TRUST $104.23万0.32%1,482 1128.2% $7.88万 加仓
BSCT INVESCO BULLETSHARES 2029 $109.81万0.33%59,117 8,45716.7% $15.71万 加仓
ADP AUTOMATIC DATA PROCESSING INC $112.45万0.34%5,021 2,656112.3% $59.48万 加仓
TGT TARGET CORP $115.19万0.35%8,819 -1,013-10.3% -$13.23万 减仓
CAT CATERPILLAR INC $119.27万0.36%1,120 00.0% — 不变
MPC MARATHON PETROLEUM CORP $122.72万0.37%4,800 -620-11.4% -$15.85万 减仓
UPS UNITED PARCEL SERVICE CL B $126.82万0.38%11,797 -1,102-8.5% -$11.85万 减仓
LOW LOWES COMPANIES $129.12万0.39%5,856 1,88247.4% $41.50万 加仓
QCOM QUALCOMM INC $132.68万0.40%7,180 1,24220.9% $22.95万 加仓
BSCR INVESCO BULLETSHARES 2027 $134.28万0.41%68,458 2,9064.4% $5.70万 加仓
BSCS INVESCO BULLETSHARES 2028 $135.42万0.41%66,495 2,9834.7% $6.07万 加仓
A AGILENT TECHNOLOGIES INC $142.79万0.43%10,750 1,43515.4% $19.06万 加仓
CBRE CBRE GROUP INC $143.96万0.44%10,688 1,86621.2% $25.13万 加仓
D DOMINION ENERGY INC $145.53万0.44%21,310 -2,438-10.3% -$16.65万 减仓
PAAS PAN AMERN SILVER CORP $150.94万0.46%33,700 3,60012.0% $16.12万 加仓
HL HECLA MINING CO $170.96万0.52%110,800 11,30011.4% $17.44万 加仓
WRB WR BERKLEY CORP $172.62万0.52%24,474 1,5726.9% $11.09万 加仓
SPEM SPDR INDEX SHARES EMERG $177.35万0.54%34,251 2,3767.5% $12.30万 加仓
HPE HEWLETT PACKARD ENTERPRISE CO $179.68万0.55%39,831 -27,150-40.5% -$122.47万 减仓