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 |
|---|---|---|---|---|---|---|---|---|
| ADI | Analog Devices, Inc. | $901.73万 | 0.81% | 22,704 | -290 | -1.3% | -$11.52万 | 减仓 |
| COST | Costco Wholesale Corporation | $903.76万 | 0.82% | 9,661 | -485 | -4.8% | -$45.37万 | 减仓 |
| NEE | NextEra Energy, Inc. | $907.49万 | 0.82% | 103,394 | 1,105 | 1.1% | $9.70万 | 加仓 |
| CVX | Chevron Corporation | $932.33万 | 0.84% | 56,246 | -519 | -0.9% | -$8.60万 | 减仓 |
| PH | Parker-Hannifin Corporation | $933.71万 | 0.84% | 9,546 | -213 | -2.2% | -$20.83万 | 减仓 |
| ABBV | AbbVie, Inc. | $978.88万 | 0.88% | 38,900 | -423 | -1.1% | -$10.64万 | 减仓 |
| LOW | Lowe's Companies, Inc. | $984.88万 | 0.89% | 44,668 | -1,521 | -3.3% | -$33.54万 | 减仓 |
| AON | Aon Plc Class A | $1,054.41万 | 0.95% | 31,789 | -1,687 | -5.0% | -$55.96万 | 减仓 |
| NVDA | NVIDIA Corporation | $1,066.68万 | 0.96% | 53,310 | 1,025 | 2.0% | $20.51万 | 加仓 |
| DUK | Duke Energy Corporation | $1,077.26万 | 0.97% | 85,105 | -2,999 | -3.4% | -$37.96万 | 减仓 |
| META | Meta Platforms Inc Class A | $1,085.23万 | 0.98% | 19,266 | -365 | -1.9% | -$20.56万 | 减仓 |
| NVS | Novartis AG | $1,087.89万 | 0.98% | 69,416 | -2,115 | -3.0% | -$33.15万 | 减仓 |
| KO | Coca-Cola Company | $1,104.21万 | 1.00% | 135,870 | -4,492 | -3.2% | -$36.51万 | 减仓 |
| SCHW | Charles Schwab Corp | $1,117.01万 | 1.01% | 121,059 | -2,731 | -2.2% | -$25.20万 | 减仓 |
| PEP | PepsiCo, Inc. | $1,152.47万 | 1.04% | 85,116 | -2,310 | -2.6% | -$31.28万 | 减仓 |
| ICE | Intercontinental Exchange, Inc. | $1,188.94万 | 1.07% | 96,576 | 6,287 | 7.0% | $77.40万 | 加仓 |
| PG | Procter & Gamble Company | $1,213.82万 | 1.10% | 82,775 | 3,227 | 4.1% | $47.32万 | 加仓 |
| IQV | IQVIA Holdings Inc | $1,222.46万 | 1.10% | 63,268 | -2,994 | -4.5% | -$57.85万 | 减仓 |
| TOL | Toll Brothers, Inc. | $1,233.66万 | 1.11% | 74,881 | -710 | -0.9% | -$11.70万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1,333.01万 | 1.20% | 55,929 | 237 | 0.4% | $5.65万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc. | $1,344.22万 | 1.21% | 26,811 | -389 | -1.4% | -$19.50万 | 减仓 |
| XOM | Exxon Mobil Corporation | $1,392.15万 | 1.26% | 101,825 | 101,825 | — | $1,392.15万 | 新建仓 |
| J | Jacobs Solutions Inc. | $1,456.89万 | 1.31% | 115,626 | -4,426 | -3.7% | -$55.77万 | 减仓 |
| ETN | Eaton Corp. Plc | $1,599.40万 | 1.44% | 37,534 | -331 | -0.9% | -$14.10万 | 减仓 |
| MCD | McDonald's Corporation | $1,762.82万 | 1.59% | 65,215 | -678 | -1.0% | -$18.33万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $1,967.36万 | 1.77% | 55,051 | 536 | 1.0% | $19.16万 | 加仓 |
| RTX | RTX Corporation | $1,972.34万 | 1.78% | 103,955 | -1,189 | -1.1% | -$22.56万 | 减仓 |
| V | Visa Inc. Class A | $2,027.11万 | 1.83% | 59,084 | -246 | -0.4% | -$8.44万 | 减仓 |
| ORCL | Oracle Corporation | $2,124.26万 | 1.92% | 144,951 | -3,662 | -2.5% | -$53.67万 | 减仓 |
| JNJ | Johnson & Johnson | $2,274.58万 | 2.05% | 89,561 | 312 | 0.3% | $7.92万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $2,631.51万 | 2.37% | 38,315 | 7,157 | 23.0% | $491.55万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $4,006.33万 | 3.61% | 122,394 | -3,137 | -2.5% | -$102.68万 | 减仓 |
| LRCX | Lam Research Corporation | $4,480.27万 | 4.04% | 103,392 | -3,526 | -3.3% | -$152.79万 | 减仓 |
| AVGO | Broadcom Inc. | $4,898.32万 | 4.42% | 129,671 | -3,616 | -2.7% | -$136.59万 | 减仓 |
| MSFT | Microsoft Corporation | $5,241.26万 | 4.73% | 140,509 | -3,168 | -2.2% | -$118.17万 | 减仓 |
| AAPL | Apple Inc. | $5,995.93万 | 5.41% | 207,214 | -6,932 | -3.2% | -$200.58万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $6,374.99万 | 5.75% | 180,426 | -5,102 | -2.7% | -$180.27万 | 减仓 |