TOWER BRIDGE ADVISORS
WEST CONSHOHOCKEN PA · SEC CIK 0001278249
$11.08亿2026Q2 申报市值
222持仓数
36.1%前十大占比 · 第一大 5.8%
15 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$1,392.15万
VOO 加仓+$491.55万
APH 加仓+$463.92万
HONA 新建仓+$369.25万
VYM 新建仓+$159.55万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$1,721.52万
HON 减仓-$387.92万
AAPL 减仓-$200.58万
GOOG 减仓-$180.27万
LRCX 减仓-$152.79万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. Class C | $6,374.99万 | 5.75% | 180,426 | -5,102 | -2.7% | -$180.27万 | 减仓 |
| AAPL | Apple Inc. | $5,995.93万 | 5.41% | 207,214 | -6,932 | -3.2% | -$200.58万 | 减仓 |
| MSFT | Microsoft Corporation | $5,241.26万 | 4.73% | 140,509 | -3,168 | -2.2% | -$118.17万 | 减仓 |
| AVGO | Broadcom Inc. | $4,898.32万 | 4.42% | 129,671 | -3,616 | -2.7% | -$136.59万 | 减仓 |
| LRCX | Lam Research Corporation | $4,480.27万 | 4.04% | 103,392 | -3,526 | -3.3% | -$152.79万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $4,006.33万 | 3.61% | 122,394 | -3,137 | -2.5% | -$102.68万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $2,631.51万 | 2.37% | 38,315 | 7,157 | 23.0% | $491.55万 | 加仓 |
| JNJ | Johnson & Johnson | $2,274.58万 | 2.05% | 89,561 | 312 | 0.3% | $7.92万 | 加仓 |
| ORCL | Oracle Corporation | $2,124.26万 | 1.92% | 144,951 | -3,662 | -2.5% | -$53.67万 | 减仓 |
| V | Visa Inc. Class A | $2,027.11万 | 1.83% | 59,084 | -246 | -0.4% | -$8.44万 | 减仓 |
| RTX | RTX Corporation | $1,972.34万 | 1.78% | 103,955 | -1,189 | -1.1% | -$22.56万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $1,967.36万 | 1.77% | 55,051 | 536 | 1.0% | $19.16万 | 加仓 |
| MCD | McDonald's Corporation | $1,762.82万 | 1.59% | 65,215 | -678 | -1.0% | -$18.33万 | 减仓 |
| ETN | Eaton Corp. Plc | $1,599.40万 | 1.44% | 37,534 | -331 | -0.9% | -$14.10万 | 减仓 |
| J | Jacobs Solutions Inc. | $1,456.89万 | 1.31% | 115,626 | -4,426 | -3.7% | -$55.77万 | 减仓 |
| XOM | Exxon Mobil Corporation | $1,392.15万 | 1.26% | 101,825 | 101,825 | — | $1,392.15万 | 新建仓 |
| TMO | Thermo Fisher Scientific Inc. | $1,344.22万 | 1.21% | 26,811 | -389 | -1.4% | -$19.50万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1,333.01万 | 1.20% | 55,929 | 237 | 0.4% | $5.65万 | 加仓 |
| TOL | Toll Brothers, Inc. | $1,233.66万 | 1.11% | 74,881 | -710 | -0.9% | -$11.70万 | 减仓 |
| IQV | IQVIA Holdings Inc | $1,222.46万 | 1.10% | 63,268 | -2,994 | -4.5% | -$57.85万 | 减仓 |
| PG | Procter & Gamble Company | $1,213.82万 | 1.10% | 82,775 | 3,227 | 4.1% | $47.32万 | 加仓 |
| ICE | Intercontinental Exchange, Inc. | $1,188.94万 | 1.07% | 96,576 | 6,287 | 7.0% | $77.40万 | 加仓 |
| PEP | PepsiCo, Inc. | $1,152.47万 | 1.04% | 85,116 | -2,310 | -2.6% | -$31.28万 | 减仓 |
| SCHW | Charles Schwab Corp | $1,117.01万 | 1.01% | 121,059 | -2,731 | -2.2% | -$25.20万 | 减仓 |
| KO | Coca-Cola Company | $1,104.21万 | 1.00% | 135,870 | -4,492 | -3.2% | -$36.51万 | 减仓 |
| NVS | Novartis AG | $1,087.89万 | 0.98% | 69,416 | -2,115 | -3.0% | -$33.15万 | 减仓 |
| META | Meta Platforms Inc Class A | $1,085.23万 | 0.98% | 19,266 | -365 | -1.9% | -$20.56万 | 减仓 |
| DUK | Duke Energy Corporation | $1,077.26万 | 0.97% | 85,105 | -2,999 | -3.4% | -$37.96万 | 减仓 |
| NVDA | NVIDIA Corporation | $1,066.68万 | 0.96% | 53,310 | 1,025 | 2.0% | $20.51万 | 加仓 |
| AON | Aon Plc Class A | $1,054.41万 | 0.95% | 31,789 | -1,687 | -5.0% | -$55.96万 | 减仓 |
| LOW | Lowe's Companies, Inc. | $984.88万 | 0.89% | 44,668 | -1,521 | -3.3% | -$33.54万 | 减仓 |
| ABBV | AbbVie, Inc. | $978.88万 | 0.88% | 38,900 | -423 | -1.1% | -$10.64万 | 减仓 |
| PH | Parker-Hannifin Corporation | $933.71万 | 0.84% | 9,546 | -213 | -2.2% | -$20.83万 | 减仓 |
| CVX | Chevron Corporation | $932.33万 | 0.84% | 56,246 | -519 | -0.9% | -$8.60万 | 减仓 |
| NEE | NextEra Energy, Inc. | $907.49万 | 0.82% | 103,394 | 1,105 | 1.1% | $9.70万 | 加仓 |
| COST | Costco Wholesale Corporation | $903.76万 | 0.82% | 9,661 | -485 | -4.8% | -$45.37万 | 减仓 |
| ADI | Analog Devices, Inc. | $901.73万 | 0.81% | 22,704 | -290 | -1.3% | -$11.52万 | 减仓 |
| MCO | Moody's Corporation | $893.22万 | 0.81% | 19,721 | 1,724 | 9.6% | $78.08万 | 加仓 |
| LLY | Eli Lilly and Company | $791.74万 | 0.71% | 6,601 | -80 | -1.2% | -$9.60万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $778.08万 | 0.70% | 245,374 | -2,180 | -0.9% | -$6.91万 | 减仓 |
| VEU | Vanguard FTSE All-World ex-US Index Fund | $752.90万 | 0.68% | 89,898 | -5,337 | -5.6% | -$44.70万 | 减仓 |
| OKE | ONEOK, Inc. | $734.70万 | 0.66% | 84,507 | -409 | -0.5% | -$3.56万 | 减仓 |
| WMT | Walmart Inc. | $723.37万 | 0.65% | 63,868 | -1,106 | -1.7% | -$12.53万 | 减仓 |
| TMUS | T-Mobile US, Inc. | $715.99万 | 0.65% | 42,687 | -7,625 | -15.2% | -$127.89万 | 减仓 |
| UPS | United Parcel Service, Inc. Class B | $710.18万 | 0.64% | 66,063 | -225 | -0.3% | -$2.42万 | 减仓 |
| APH | Amphenol Corporation Class A | $696.13万 | 0.63% | 39,481 | 26,311 | 199.8% | $463.92万 | 加仓 |
| HD | Home Depot, Inc. | $694.96万 | 0.63% | 19,705 | -785 | -3.8% | -$27.69万 | 减仓 |
| SPY | SPDR S&P 500 ETF Trust | $677.44万 | 0.61% | 9,072 | 193 | 2.2% | $14.41万 | 加仓 |
| CSCO | Cisco Systems, Inc. | $663.93万 | 0.60% | 56,524 | -793 | -1.4% | -$9.31万 | 减仓 |
| WM | Waste Management, Inc. | $658.72万 | 0.59% | 29,555 | 253 | 0.9% | $5.64万 | 加仓 |
| WSO | Watsco, Inc. | $651.47万 | 0.59% | 15,633 | -563 | -3.5% | -$23.46万 | 减仓 |
| DHR | Danaher Corporation | $633.25万 | 0.57% | 33,245 | -4,266 | -11.4% | -$81.26万 | 减仓 |
| ACN | Accenture Plc Class A | $617.46万 | 0.56% | 49,619 | -7,954 | -13.8% | -$98.98万 | 减仓 |
| LHX | L3Harris Technologies Inc | $614.95万 | 0.55% | 21,162 | -471 | -2.2% | -$13.69万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $611.03万 | 0.55% | 12,211 | -215 | -1.7% | -$10.76万 | 减仓 |
| AXP | American Express Company | $602.29万 | 0.54% | 17,806 | 457 | 2.6% | $15.46万 | 加仓 |
| UNP | Union Pacific Corporation | $585.32万 | 0.53% | 21,519 | 502 | 2.4% | $13.65万 | 加仓 |
| VO | Vanguard Mid-Cap ETF | $583.55万 | 0.53% | 72,428 | -3,288 | -4.3% | -$26.49万 | 减仓 |
| AMGN | Amgen Inc. | $546.87万 | 0.49% | 15,102 | -73 | -0.5% | -$2.64万 | 减仓 |
| CME | CME Group Inc. Class A | $539.55万 | 0.49% | 24,433 | -800 | -3.2% | -$17.67万 | 减仓 |
| LIN | Linde plc | $537.31万 | 0.48% | 10,354 | -257 | -2.4% | -$13.34万 | 减仓 |
| BDX | Becton, Dickinson and Company | $526.72万 | 0.48% | 34,806 | -2,479 | -6.6% | -$37.51万 | 减仓 |
| LEN | Lennar Corporation Class A | $501.29万 | 0.45% | 55,397 | -633 | -1.1% | -$5.73万 | 减仓 |
| TPL | Texas Pacific Land Corporation | $481.80万 | 0.43% | 11,009 | 0 | 0.0% | — | 不变 |
| DE | Deere & Company | $462.05万 | 0.42% | 7,284 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products Partners L.P. | $457.63万 | 0.41% | 124,490 | -5,145 | -4.0% | -$18.91万 | 减仓 |
| MRK | Merck & Co., Inc. | $447.85万 | 0.40% | 34,852 | -399 | -1.1% | -$5.13万 | 减仓 |
| TRV | Travelers Companies, Inc. | $447.84万 | 0.40% | 13,566 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $441.41万 | 0.40% | 48,646 | -1,234 | -2.5% | -$11.20万 | 减仓 |
| BAC | Bank of America Corp | $431.31万 | 0.39% | 75,694 | -934 | -1.2% | -$5.32万 | 减仓 |
| CAT | Caterpillar Inc. | $424.15万 | 0.38% | 3,983 | -17 | -0.4% | -$1.81万 | 减仓 |
| APD | Air Products and Chemicals, Inc. | $415.23万 | 0.37% | 14,163 | -49 | -0.3% | -$1.44万 | 减仓 |
| ENB | Enbridge Inc. | $389.68万 | 0.35% | 71,884 | -534 | -0.7% | -$2.89万 | 减仓 |
| CSX | CSX Corporation | $377.36万 | 0.34% | 79,394 | 6 | 0.0% | $285 | 加仓 |
| HON | Honeywell International Inc. | $374.17万 | 0.34% | 16,712 | -17,326 | -50.9% | -$387.92万 | 减仓 |
| HONA | Honeywell Aerospace, Inc. | $369.25万 | 0.33% | 16,702 | 16,702 | — | $369.25万 | 新建仓 |
| PNC | PNC Financial Services Group, Inc. | $365.02万 | 0.33% | 14,825 | 130 | 0.9% | $3.20万 | 加仓 |
| LMT | Lockheed Martin Corporation | $354.18万 | 0.32% | 6,952 | 33 | 0.5% | $1.68万 | 加仓 |
| AMP | Ameriprise Financial, Inc. | $336.36万 | 0.30% | 7,332 | -67 | -0.9% | -$3.07万 | 减仓 |
| MDLZ | Mondelez International, Inc. Class A | $332.35万 | 0.30% | 57,461 | -2,057 | -3.5% | -$11.90万 | 减仓 |
| BRO | Brown & Brown, Inc. | $323.96万 | 0.29% | 50,500 | -10,916 | -17.8% | -$70.03万 | 减仓 |
| SPGI | S&P Global, Inc. | $320.24万 | 0.29% | 7,863 | -726 | -8.5% | -$29.57万 | 减仓 |
| WFC | Wells Fargo & Company | $306.81万 | 0.28% | 37,126 | -3,800 | -9.3% | -$31.40万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $305.07万 | 0.28% | 14,338 | 742 | 5.5% | $15.79万 | 加仓 |
| IBM | International Business Machines Corporation | $289.34万 | 0.26% | 10,289 | 251 | 2.5% | $7.06万 | 加仓 |
| SPG | Simon Property Group, Inc. | $283.36万 | 0.26% | 12,670 | -5 | -0.0% | -$1,118 | 减仓 |
| VIG | Vanguard Dividend Appreciation ETF | $276.87万 | 0.25% | 11,701 | -667 | -5.4% | -$15.78万 | 减仓 |
| MDT | Medtronic Plc | $262.73万 | 0.24% | 33,584 | -3,619 | -9.7% | -$28.31万 | 减仓 |
| NSC | Norfolk Southern Corporation | $262.31万 | 0.24% | 8,338 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris International Inc. | $256.20万 | 0.23% | 14,162 | 2,773 | 24.3% | $50.17万 | 加仓 |
| SCHM | Schwab U.S. Mid-Cap ETF | $251.35万 | 0.23% | 68,171 | -2,055 | -2.9% | -$7.58万 | 减仓 |
| QCOM | QUALCOMM Incorporated | $249.32万 | 0.22% | 13,492 | -1,295 | -8.8% | -$23.93万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $244.59万 | 0.22% | 3,266 | 0 | 0.0% | — | 不变 |
| TT | Trane Technologies plc | $239.83万 | 0.22% | 4,883 | 905 | 22.8% | $44.45万 | 加仓 |
| VB | Vanguard Small-Cap ETF | $234.31万 | 0.21% | 7,730 | 47 | 0.6% | $1.42万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $232.02万 | 0.21% | 6,270 | 2,015 | 47.4% | $74.56万 | 加仓 |
| LDOS | Leidos Holdings, Inc. | $207.86万 | 0.19% | 20,186 | -40 | -0.2% | -$4,119 | 减仓 |
| AMAT | Applied Materials, Inc. | $205.40万 | 0.19% | 2,841 | -277 | -8.9% | -$20.03万 | 减仓 |
| CL | Colgate-Palmolive Company | $197.86万 | 0.18% | 21,582 | -905 | -4.0% | -$8.30万 | 减仓 |
| QQQ | Invesco QQQ Trust Series I | $196.92万 | 0.18% | 2,674 | 387 | 16.9% | $28.50万 | 加仓 |