TOWER BRIDGE ADVISORS
WEST CONSHOHOCKEN PA · SEC CIK 0001278249
$10.35亿2026Q1 申报市值
221持仓数
33.4%前十大占比 · 第一大 5.2%
59 / 26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
VOO 新建仓+$1,861.85万
SCHD 新建仓+$759.50万
VEU 新建仓+$715.21万
SPY 新建仓+$577.46万
VO 新建仓+$543.60万
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$572.68万
GOLDMAN SACHS GR 清仓-$337.57万
US BANCORP DEL 5 清仓-$242.43万
RHHBY 清仓-$239.83万
METLIFE INC PFD 清仓-$222.94万
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 |
|---|---|---|---|---|---|---|---|---|
| MRP | Millrose Properties Inc Class A | $64.89万 | 0.06% | 23,174 | 365 | 1.6% | $1.02万 | 加仓 |
| AEP | American Electric Power Company, Inc. | $65.21万 | 0.06% | 4,975 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney Company | $66.77万 | 0.06% | 6,928 | -1,600 | -18.8% | -$15.42万 | 减仓 |
| VZ | Verizon Communications Inc. | $68.61万 | 0.07% | 13,668 | -2,113 | -13.4% | -$10.61万 | 减仓 |
| VV | Vanguard Large-Cap ETF | $70.77万 | 0.07% | 2,368 | 2,368 | — | $70.77万 | 新建仓 |
| BRK/A | Berkshire Hathaway Inc. Class A | $71.81万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| CM | Canadian Imperial Bank of Commerce | $72.14万 | 0.07% | 7,614 | 0 | 0.0% | — | 不变 |
| IWY | iShares Russell Top 200 Growth ETF | $72.16万 | 0.07% | 2,900 | 2,900 | — | $72.16万 | 新建仓 |
| CI | Cigna Group | $72.74万 | 0.07% | 2,727 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR Gold MiniShares | $73.83万 | 0.07% | 7,965 | 7,965 | — | $73.83万 | 新建仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $74.81万 | 0.07% | 3,900 | 3,900 | — | $74.81万 | 新建仓 |
| PLD | Prologis, Inc. | $75.28万 | 0.07% | 5,695 | 500 | 9.6% | $6.61万 | 加仓 |
| WMB | Williams Companies, Inc. | $79.07万 | 0.08% | 10,864 | 5,885 | 118.2% | $42.83万 | 加仓 |
| COP | ConocoPhillips | $82.86万 | 0.08% | 6,277 | 0 | 0.0% | — | 不变 |
| BSX | Boston Scientific Corporation | $83.14万 | 0.08% | 13,250 | 2,150 | 19.4% | $13.49万 | 加仓 |
| TIP | iShares TIPS Bond ETF | $83.63万 | 0.08% | 7,578 | 7,578 | — | $83.63万 | 新建仓 |
| NXPI | NXP Semiconductors NV | $85.73万 | 0.08% | 4,355 | -60 | -1.4% | -$1.18万 | 减仓 |
| BSV | Vanguard Short-Term Bond ETF | $87.48万 | 0.08% | 11,157 | 11,157 | — | $87.48万 | 新建仓 |
| WELL | Welltower Inc. | $87.49万 | 0.08% | 4,425 | 0 | 0.0% | — | 不变 |
| XBI | State Street SPDR S&P Biotech ETF | $89.03万 | 0.09% | 6,970 | 6,970 | — | $89.03万 | 新建仓 |
| EMR | Emerson Electric Co. | $89.19万 | 0.09% | 6,807 | 0 | 0.0% | — | 不变 |
| VONV | Vanguard Russell 1000 Value ETF | $90.18万 | 0.09% | 9,620 | 9,620 | — | $90.18万 | 新建仓 |
| GS | Goldman Sachs Group, Inc. | $93.06万 | 0.09% | 1,100 | -125 | -10.2% | -$10.57万 | 减仓 |
| AMTM | Amentum Holdings, Inc. | $93.10万 | 0.09% | 35,698 | 1,516 | 4.4% | $3.95万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $96.15万 | 0.09% | 4,500 | 4,500 | — | $96.15万 | 新建仓 |
| BLK | BlackRock, Inc. | $96.46万 | 0.09% | 1,003 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Inc. | $96.80万 | 0.09% | 1,109 | -75 | -6.3% | -$6.55万 | 减仓 |
| FDX | FedEx Corporation | $98.56万 | 0.10% | 2,767 | -300 | -9.8% | -$10.69万 | 减仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $99.02万 | 0.10% | 30,052 | 30,052 | — | $99.02万 | 新建仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $104.70万 | 0.10% | 19,371 | 19,371 | — | $104.70万 | 新建仓 |
| AMAT | Applied Materials, Inc. | $106.57万 | 0.10% | 3,118 | 600 | 23.8% | $20.51万 | 加仓 |
| ADP | Automatic Data Processing, Inc. | $108.78万 | 0.11% | 5,354 | -100 | -1.8% | -$2.03万 | 减仓 |
| PFE | Pfizer Inc. | $115.43万 | 0.11% | 41,109 | -8,991 | -17.9% | -$25.25万 | 减仓 |
| RJF | Raymond James Financial, Inc. | $116.69万 | 0.11% | 8,059 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corporation | $119.28万 | 0.12% | 5,753 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix, Inc. | $121.05万 | 0.12% | 12,590 | -400 | -3.1% | -$3.85万 | 减仓 |
| GE | GE Aerospace | $121.11万 | 0.12% | 4,268 | -300 | -6.6% | -$8.51万 | 减仓 |
| NI | NiSource Inc | $130.64万 | 0.13% | 27,998 | 1,616 | 6.1% | $7.54万 | 加仓 |
| QQQ | Invesco QQQ Trust Series I | $132.00万 | 0.13% | 2,287 | 2,287 | — | $132.00万 | 新建仓 |
| VMC | Vulcan Materials Company | $134.41万 | 0.13% | 4,936 | 0 | 0.0% | — | 不变 |
| FANG | Diamondback Energy, Inc. | $134.99万 | 0.13% | 6,825 | -270 | -3.8% | -$5.34万 | 减仓 |
| CDW | CDW Corporation | $135.36万 | 0.13% | 11,185 | -1,220 | -9.8% | -$14.76万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $136.50万 | 0.13% | 4,255 | 4,255 | — | $136.50万 | 新建仓 |
| MPC | Marathon Petroleum Corporation | $141.09万 | 0.14% | 5,778 | 0 | 0.0% | — | 不变 |
| WAT | Waters Corporation | $141.40万 | 0.14% | 4,748 | 4,748 | — | $141.40万 | 新建仓 |
| MDY | SPDR S&P Midcap 400 ETF Trust | $155.18万 | 0.15% | 2,516 | 2,516 | — | $155.18万 | 新建仓 |
| BMY | Bristol-Myers Squibb Company | $160.41万 | 0.15% | 26,448 | -200 | -0.8% | -$1.21万 | 减仓 |
| IWR | iShares Russell Midcap ETF | $161.17万 | 0.16% | 16,576 | 16,576 | — | $161.17万 | 新建仓 |
| SO | Southern Company | $164.85万 | 0.16% | 17,079 | 4,710 | 38.1% | $45.46万 | 加仓 |
| TT | Trane Technologies plc | $165.78万 | 0.16% | 3,978 | -180 | -4.3% | -$7.50万 | 减仓 |
| APH | Amphenol Corporation Class A | $166.40万 | 0.16% | 13,170 | 3,195 | 32.0% | $40.37万 | 加仓 |
| PSX | Phillips 66 | $169.41万 | 0.16% | 9,299 | -849 | -8.4% | -$15.47万 | 减仓 |
| AFL | Aflac Incorporated | $172.49万 | 0.17% | 15,722 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Developed Markets ETF | $173.71万 | 0.17% | 27,108 | 27,108 | — | $173.71万 | 新建仓 |
| PM | Philip Morris International Inc. | $188.31万 | 0.18% | 11,389 | 425 | 3.9% | $7.03万 | 加仓 |
| QCOM | QUALCOMM Incorporated | $190.43万 | 0.18% | 14,787 | -105 | -0.7% | -$1.35万 | 减仓 |
| CL | Colgate-Palmolive Company | $191.66万 | 0.19% | 22,487 | -335 | -1.5% | -$2.86万 | 减仓 |
| VB | Vanguard Small-Cap ETF | $201.23万 | 0.19% | 7,683 | 7,683 | — | $201.23万 | 新建仓 |
| IVV | iShares Core S&P 500 ETF | $213.34万 | 0.21% | 3,266 | 3,266 | — | $213.34万 | 新建仓 |
| SCHM | Schwab U.S. Mid-Cap ETF | $217.42万 | 0.21% | 70,226 | 70,226 | — | $217.42万 | 新建仓 |
| SPG | Simon Property Group, Inc. | $236.43万 | 0.23% | 12,675 | 50 | 0.4% | $9,327 | 加仓 |
| NSC | Norfolk Southern Corporation | $239.30万 | 0.23% | 8,338 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machines Corporation | $243.31万 | 0.23% | 10,038 | -1,000 | -9.1% | -$24.24万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $260.93万 | 0.25% | 13,596 | 13,596 | — | $260.93万 | 新建仓 |
| VIG | Vanguard Dividend Appreciation ETF | $265.99万 | 0.26% | 12,368 | 12,368 | — | $265.99万 | 新建仓 |
| CAT | Caterpillar Inc. | $283.38万 | 0.27% | 4,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group, Inc. | $305.79万 | 0.30% | 14,695 | 95 | 0.7% | $1.98万 | 加仓 |
| LDOS | Leidos Holdings, Inc. | $314.55万 | 0.30% | 20,226 | 140 | 0.7% | $2.18万 | 加仓 |
| MDT | Medtronic Plc | $322.36万 | 0.31% | 37,203 | -630 | -1.7% | -$5.46万 | 减仓 |
| WFC | Wells Fargo & Company | $325.81万 | 0.31% | 40,926 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corporation | $325.89万 | 0.31% | 79,388 | 3 | 0.0% | $123 | 加仓 |
| AMP | Ameriprise Financial, Inc. | $328.81万 | 0.32% | 7,399 | -50 | -0.7% | -$2.22万 | 减仓 |
| MDLZ | Mondelez International, Inc. Class A | $343.06万 | 0.33% | 59,518 | -997 | -1.6% | -$5.75万 | 减仓 |
| SPGI | S&P Global, Inc. | $365.33万 | 0.35% | 8,589 | 57 | 0.7% | $2.42万 | 加仓 |
| BAC | Bank of America Corp | $373.56万 | 0.36% | 76,628 | 2,008 | 2.7% | $9.79万 | 加仓 |
| ENB | Enbridge Inc. | $392.07万 | 0.38% | 72,418 | 7,208 | 11.1% | $39.02万 | 加仓 |
| TRV | Travelers Companies, Inc. | $395.69万 | 0.38% | 13,566 | 25 | 0.2% | $7,292 | 加仓 |
| BRO | Brown & Brown, Inc. | $400.49万 | 0.39% | 61,416 | -6,554 | -9.6% | -$42.74万 | 减仓 |
| DE | Deere & Company | $410.31万 | 0.40% | 7,284 | -600 | -7.6% | -$33.80万 | 减仓 |
| APD | Air Products and Chemicals, Inc. | $412.84万 | 0.40% | 14,212 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corporation | $418.18万 | 0.40% | 6,919 | 25 | 0.4% | $1.51万 | 加仓 |
| MRK | Merck & Co., Inc. | $424.03万 | 0.41% | 35,251 | -684 | -1.9% | -$8.23万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $444.72万 | 0.43% | 57,317 | -925 | -1.6% | -$7.18万 | 减仓 |
| LEN | Lennar Corporation Class A | $486.56万 | 0.47% | 56,030 | -92 | -0.2% | -$7,989 | 减仓 |
| EPD | Enterprise Products Partners L.P. | $490.54万 | 0.47% | 129,635 | -3,000 | -2.3% | -$11.35万 | 减仓 |
| UNP | Union Pacific Corporation | $509.91万 | 0.49% | 21,017 | 175 | 0.8% | $4.25万 | 加仓 |
| ABT | Abbott Laboratories | $512.12万 | 0.49% | 49,880 | 3,015 | 6.4% | $30.96万 | 加仓 |
| TPL | Texas Pacific Land Corporation | $522.44万 | 0.50% | 11,009 | -153 | -1.4% | -$7.26万 | 减仓 |
| AXP | American Express Company | $524.77万 | 0.51% | 17,349 | 565 | 3.4% | $17.09万 | 加仓 |
| LIN | Linde plc | $526.05万 | 0.51% | 10,611 | 636 | 6.4% | $31.53万 | 加仓 |
| AMGN | Amgen Inc. | $533.93万 | 0.52% | 15,175 | 616 | 4.2% | $21.67万 | 加仓 |
| VO | Vanguard Mid-Cap ETF | $543.60万 | 0.53% | 18,929 | 18,929 | — | $543.60万 | 新建仓 |
| SPY | SPDR S&P 500 ETF Trust | $577.46万 | 0.56% | 8,879 | 8,879 | — | $577.46万 | 新建仓 |
| BDX | Becton, Dickinson and Company | $586.23万 | 0.57% | 37,285 | -341 | -0.9% | -$5.36万 | 减仓 |
| WSO | Watsco, Inc. | $589.21万 | 0.57% | 16,196 | 384 | 2.4% | $13.97万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $595.45万 | 0.58% | 12,426 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly and Company | $614.50万 | 0.59% | 6,681 | -10 | -0.1% | -$9,198 | 减仓 |
| UPS | United Parcel Service, Inc. Class B | $652.14万 | 0.63% | 66,288 | 36,892 | 125.5% | $362.94万 | 加仓 |
| WM | Waste Management, Inc. | $673.33万 | 0.65% | 29,302 | 8,089 | 38.1% | $185.88万 | 加仓 |
| HD | Home Depot, Inc. | $673.90万 | 0.65% | 20,490 | 280 | 1.4% | $9.21万 | 加仓 |