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 |
|---|---|---|---|---|---|---|---|---|
| WMB | Williams Companies, Inc. | $88.87万 | 0.08% | 11,954 | 1,090 | 10.0% | $8.10万 | 加仓 |
| CI | Cigna Group | $89.15万 | 0.08% | 3,234 | 507 | 18.6% | $13.98万 | 加仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $89.64万 | 0.08% | 4,085 | 185 | 4.7% | $4.06万 | 加仓 |
| BLK | BlackRock, Inc. | $93.85万 | 0.08% | 976 | -27 | -2.7% | -$2.60万 | 减仓 |
| PFE | Pfizer Inc. | $94.61万 | 0.09% | 39,290 | -1,819 | -4.4% | -$4.38万 | 减仓 |
| GEV | GE Vernova Inc. | $95.05万 | 0.09% | 809 | -300 | -27.1% | -$35.25万 | 减仓 |
| EMR | Emerson Electric Co. | $97.44万 | 0.09% | 6,807 | 0 | 0.0% | — | 不变 |
| VONV | Vanguard Russell 1000 Value ETF | $100.01万 | 0.09% | 9,407 | -213 | -2.2% | -$2.26万 | 减仓 |
| WELL | Welltower Inc. | $100.43万 | 0.09% | 4,425 | 0 | 0.0% | — | 不变 |
| NXPI | NXP Semiconductors NV | $101.31万 | 0.09% | 3,605 | -750 | -17.2% | -$21.08万 | 减仓 |
| FDX | FedEx Corporation | $101.52万 | 0.09% | 3,242 | 475 | 17.2% | $14.87万 | 加仓 |
| UNH | UnitedHealth Group Incorporated | $101.72万 | 0.09% | 2,447 | 182 | 8.0% | $7.57万 | 加仓 |
| IJR | iShares Core S&P Small Cap ETF | $106.00万 | 0.10% | 7,147 | 4,400 | 160.2% | $65.26万 | 加仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $109.02万 | 0.10% | 30,067 | 15 | 0.0% | $544 | 加仓 |
| FANG | Diamondback Energy, Inc. | $110.16万 | 0.10% | 6,267 | -558 | -8.2% | -$9.81万 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $112.77万 | 0.10% | 1,115 | 15 | 1.4% | $1.52万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $116.22万 | 0.10% | 19,471 | 100 | 0.5% | $5,969 | 加仓 |
| GE | GE Aerospace | $117.50万 | 0.11% | 3,144 | -1,124 | -26.3% | -$42.01万 | 减仓 |
| RJF | Raymond James Financial, Inc. | $122.52万 | 0.11% | 8,059 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corporation | $127.58万 | 0.12% | 5,362 | -391 | -6.8% | -$9.30万 | 减仓 |
| CDW | CDW Corporation | $129.32万 | 0.12% | 9,195 | -1,990 | -17.8% | -$27.99万 | 减仓 |
| VMC | Vulcan Materials Company | $145.62万 | 0.13% | 4,936 | 0 | 0.0% | — | 不变 |
| CELH | Celsius Holdings, Inc. | $146.40万 | 0.13% | 50,000 | 50,000 | — | $146.40万 | 新建仓 |
| MPC | Marathon Petroleum Corporation | $148.29万 | 0.13% | 5,800 | 22 | 0.4% | $5,625 | 加仓 |
| ADP | Automatic Data Processing, Inc. | $150.14万 | 0.14% | 6,704 | 1,350 | 25.2% | $30.23万 | 加仓 |
| PSX | Phillips 66 | $150.40万 | 0.14% | 8,897 | -402 | -4.3% | -$6.80万 | 减仓 |
| BMY | Bristol-Myers Squibb Company | $152.85万 | 0.14% | 26,527 | 79 | 0.3% | $4,552 | 加仓 |
| IWR | iShares Russell Midcap ETF | $157.67万 | 0.14% | 14,292 | -2,284 | -13.8% | -$25.20万 | 减仓 |
| WAT | Waters Corporation | $158.60万 | 0.14% | 4,229 | -519 | -10.9% | -$19.46万 | 减仓 |
| VYM | Vanguard High Dividend Yield Index ETF | $159.55万 | 0.14% | 10,096 | 10,096 | — | $159.55万 | 新建仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $164.90万 | 0.15% | 21,385 | 12,165 | 131.9% | $93.80万 | 加仓 |
| XBI | State Street SPDR S&P Biotech ETF | $168.46万 | 0.15% | 10,645 | 3,675 | 52.7% | $58.16万 | 加仓 |
| SO | Southern Company | $168.48万 | 0.15% | 17,603 | 524 | 3.1% | $5.02万 | 加仓 |
| MDY | SPDR S&P Midcap 400 ETF Trust | $176.96万 | 0.16% | 2,516 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Incorporated | $184.34万 | 0.17% | 15,722 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Developed Markets ETF | $193.14万 | 0.17% | 27,108 | 0 | 0.0% | — | 不变 |
| IWD | iShares Russell 1000 Value ETF | $193.94万 | 0.17% | 8,000 | 3,500 | 77.8% | $84.85万 | 加仓 |
| QQQ | Invesco QQQ Trust Series I | $196.92万 | 0.18% | 2,674 | 387 | 16.9% | $28.50万 | 加仓 |
| CL | Colgate-Palmolive Company | $197.86万 | 0.18% | 21,582 | -905 | -4.0% | -$8.30万 | 减仓 |
| AMAT | Applied Materials, Inc. | $205.40万 | 0.19% | 2,841 | -277 | -8.9% | -$20.03万 | 减仓 |
| LDOS | Leidos Holdings, Inc. | $207.86万 | 0.19% | 20,186 | -40 | -0.2% | -$4,119 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $232.02万 | 0.21% | 6,270 | 2,015 | 47.4% | $74.56万 | 加仓 |
| VB | Vanguard Small-Cap ETF | $234.31万 | 0.21% | 7,730 | 47 | 0.6% | $1.42万 | 加仓 |
| TT | Trane Technologies plc | $239.83万 | 0.22% | 4,883 | 905 | 22.8% | $44.45万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $244.59万 | 0.22% | 3,266 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM Incorporated | $249.32万 | 0.22% | 13,492 | -1,295 | -8.8% | -$23.93万 | 减仓 |
| SCHM | Schwab U.S. Mid-Cap ETF | $251.35万 | 0.23% | 68,171 | -2,055 | -2.9% | -$7.58万 | 减仓 |
| PM | Philip Morris International Inc. | $256.20万 | 0.23% | 14,162 | 2,773 | 24.3% | $50.17万 | 加仓 |
| NSC | Norfolk Southern Corporation | $262.31万 | 0.24% | 8,338 | 0 | 0.0% | — | 不变 |
| MDT | Medtronic Plc | $262.73万 | 0.24% | 33,584 | -3,619 | -9.7% | -$28.31万 | 减仓 |
| VIG | Vanguard Dividend Appreciation ETF | $276.87万 | 0.25% | 11,701 | -667 | -5.4% | -$15.78万 | 减仓 |
| SPG | Simon Property Group, Inc. | $283.36万 | 0.26% | 12,670 | -5 | -0.0% | -$1,118 | 减仓 |
| IBM | International Business Machines Corporation | $289.34万 | 0.26% | 10,289 | 251 | 2.5% | $7.06万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $305.07万 | 0.28% | 14,338 | 742 | 5.5% | $15.79万 | 加仓 |
| WFC | Wells Fargo & Company | $306.81万 | 0.28% | 37,126 | -3,800 | -9.3% | -$31.40万 | 减仓 |
| SPGI | S&P Global, Inc. | $320.24万 | 0.29% | 7,863 | -726 | -8.5% | -$29.57万 | 减仓 |
| BRO | Brown & Brown, Inc. | $323.96万 | 0.29% | 50,500 | -10,916 | -17.8% | -$70.03万 | 减仓 |
| MDLZ | Mondelez International, Inc. Class A | $332.35万 | 0.30% | 57,461 | -2,057 | -3.5% | -$11.90万 | 减仓 |
| AMP | Ameriprise Financial, Inc. | $336.36万 | 0.30% | 7,332 | -67 | -0.9% | -$3.07万 | 减仓 |
| LMT | Lockheed Martin Corporation | $354.18万 | 0.32% | 6,952 | 33 | 0.5% | $1.68万 | 加仓 |
| PNC | PNC Financial Services Group, Inc. | $365.02万 | 0.33% | 14,825 | 130 | 0.9% | $3.20万 | 加仓 |
| HONA | Honeywell Aerospace, Inc. | $369.25万 | 0.33% | 16,702 | 16,702 | — | $369.25万 | 新建仓 |
| HON | Honeywell International Inc. | $374.17万 | 0.34% | 16,712 | -17,326 | -50.9% | -$387.92万 | 减仓 |
| CSX | CSX Corporation | $377.36万 | 0.34% | 79,394 | 6 | 0.0% | $285 | 加仓 |
| ENB | Enbridge Inc. | $389.68万 | 0.35% | 71,884 | -534 | -0.7% | -$2.89万 | 减仓 |
| APD | Air Products and Chemicals, Inc. | $415.23万 | 0.37% | 14,163 | -49 | -0.3% | -$1.44万 | 减仓 |
| CAT | Caterpillar Inc. | $424.15万 | 0.38% | 3,983 | -17 | -0.4% | -$1.81万 | 减仓 |
| BAC | Bank of America Corp | $431.31万 | 0.39% | 75,694 | -934 | -1.2% | -$5.32万 | 减仓 |
| ABT | Abbott Laboratories | $441.41万 | 0.40% | 48,646 | -1,234 | -2.5% | -$11.20万 | 减仓 |
| TRV | Travelers Companies, Inc. | $447.84万 | 0.40% | 13,566 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co., Inc. | $447.85万 | 0.40% | 34,852 | -399 | -1.1% | -$5.13万 | 减仓 |
| EPD | Enterprise Products Partners L.P. | $457.63万 | 0.41% | 124,490 | -5,145 | -4.0% | -$18.91万 | 减仓 |
| DE | Deere & Company | $462.05万 | 0.42% | 7,284 | 0 | 0.0% | — | 不变 |
| TPL | Texas Pacific Land Corporation | $481.80万 | 0.43% | 11,009 | 0 | 0.0% | — | 不变 |
| LEN | Lennar Corporation Class A | $501.29万 | 0.45% | 55,397 | -633 | -1.1% | -$5.73万 | 减仓 |
| BDX | Becton, Dickinson and Company | $526.72万 | 0.48% | 34,806 | -2,479 | -6.6% | -$37.51万 | 减仓 |
| LIN | Linde plc | $537.31万 | 0.48% | 10,354 | -257 | -2.4% | -$13.34万 | 减仓 |
| CME | CME Group Inc. Class A | $539.55万 | 0.49% | 24,433 | -800 | -3.2% | -$17.67万 | 减仓 |
| AMGN | Amgen Inc. | $546.87万 | 0.49% | 15,102 | -73 | -0.5% | -$2.64万 | 减仓 |
| VO | Vanguard Mid-Cap ETF | $583.55万 | 0.53% | 72,428 | -3,288 | -4.3% | -$26.49万 | 减仓 |
| UNP | Union Pacific Corporation | $585.32万 | 0.53% | 21,519 | 502 | 2.4% | $13.65万 | 加仓 |
| AXP | American Express Company | $602.29万 | 0.54% | 17,806 | 457 | 2.6% | $15.46万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $611.03万 | 0.55% | 12,211 | -215 | -1.7% | -$10.76万 | 减仓 |
| LHX | L3Harris Technologies Inc | $614.95万 | 0.55% | 21,162 | -471 | -2.2% | -$13.69万 | 减仓 |
| ACN | Accenture Plc Class A | $617.46万 | 0.56% | 49,619 | -7,954 | -13.8% | -$98.98万 | 减仓 |
| DHR | Danaher Corporation | $633.25万 | 0.57% | 33,245 | -4,266 | -11.4% | -$81.26万 | 减仓 |
| WSO | Watsco, Inc. | $651.47万 | 0.59% | 15,633 | -563 | -3.5% | -$23.46万 | 减仓 |
| WM | Waste Management, Inc. | $658.72万 | 0.59% | 29,555 | 253 | 0.9% | $5.64万 | 加仓 |
| CSCO | Cisco Systems, Inc. | $663.93万 | 0.60% | 56,524 | -793 | -1.4% | -$9.31万 | 减仓 |
| SPY | SPDR S&P 500 ETF Trust | $677.44万 | 0.61% | 9,072 | 193 | 2.2% | $14.41万 | 加仓 |
| HD | Home Depot, Inc. | $694.96万 | 0.63% | 19,705 | -785 | -3.8% | -$27.69万 | 减仓 |
| APH | Amphenol Corporation Class A | $696.13万 | 0.63% | 39,481 | 26,311 | 199.8% | $463.92万 | 加仓 |
| UPS | United Parcel Service, Inc. Class B | $710.18万 | 0.64% | 66,063 | -225 | -0.3% | -$2.42万 | 减仓 |
| TMUS | T-Mobile US, Inc. | $715.99万 | 0.65% | 42,687 | -7,625 | -15.2% | -$127.89万 | 减仓 |
| WMT | Walmart Inc. | $723.37万 | 0.65% | 63,868 | -1,106 | -1.7% | -$12.53万 | 减仓 |
| OKE | ONEOK, Inc. | $734.70万 | 0.66% | 84,507 | -409 | -0.5% | -$3.56万 | 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 |
| SCHD | Schwab US Dividend Equity ETF | $778.08万 | 0.70% | 245,374 | -2,180 | -0.9% | -$6.91万 | 减仓 |
| LLY | Eli Lilly and Company | $791.74万 | 0.71% | 6,601 | -80 | -1.2% | -$9.60万 | 减仓 |
| MCO | Moody's Corporation | $893.22万 | 0.81% | 19,721 | 1,724 | 9.6% | $78.08万 | 加仓 |