13F 机构持仓

TOWER BRIDGE ADVISORS

WEST CONSHOHOCKEN PA · SEC CIK 0001278249

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$11.08亿2026Q2
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

GOOG 5.8%
AAPL 5.4%
MSFT 4.7%
AVGO 4.4%
LRCX 4.0%
JPM 3.6%
VOO 2.4%
JNJ 2.1%
ORCL 1.9%
V 1.8%

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
— Exxon Mobil Corporation $00.00%0 -101,469-100.0% -$1,721.52万 清仓
NI NiSource Inc $00.00%0 -27,998-100.0% -$130.64万 清仓
CCS Century Communities, Inc. $00.00%0 -10,000-100.0% -$57.38万 清仓
MTH Meritage Homes Corporation $00.00%0 -8,000-100.0% -$49.47万 清仓
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR $00.00%0 -976-100.0% -$32.98万 清仓
ADBE Adobe Inc. $00.00%0 -1,333-100.0% -$32.40万 清仓
UBER Uber Technologies, Inc. $00.00%0 -4,500-100.0% -$32.37万 清仓
IBTI iShares iBonds Dec 2028 Term Treasury ETF $00.00%0 -13,475-100.0% -$30.03万 清仓
IBTH iShares iBonds Dec 2027 Term Treasury ETF $00.00%0 -13,375-100.0% -$30.00万 清仓
RF Regions Financial Corporation $00.00%0 -8,809-100.0% -$23.01万 清仓
— Warner Bros. Discovery, Inc. Series A $00.00%0 -7,874-100.0% -$21.62万 清仓
BA Boeing Company $00.00%0 -1,053-100.0% -$20.96万 清仓
ROP Roper Technologies, Inc. $00.00%0 -570-100.0% -$20.17万 清仓
IBTG iShares iBonds Dec 2026 Term Treasury ETF $00.00%0 -8,750-100.0% -$20.05万 清仓
ARCO Arcos Dorados Holdings, Inc. Class A $00.00%0 -10,000-100.0% -$8.25万 清仓
CVS CVS Health Corporation $20.71万0.02%2,002 -1,150-36.5% -$11.90万 重新持有
EMXC iShares MSCI Emerging Markets ex China ETF $20.72万0.02%2,025 2,025— $20.72万 新建仓
FDXF FedEx Freight Holding Company, Inc. $20.88万0.02%1,383 1,383— $20.88万 新建仓
BX Blackstone Inc. $20.93万0.02%1,779 -830-31.8% -$9.77万 减仓
TXN Texas Instruments Incorporated $20.98万0.02%704 704— $20.98万 新建仓
IP International Paper Company $22.19万0.02%5,825 00.0% — 不变
ZETA Zeta Global Holdings Corp. Class A $22.24万0.02%11,300 -300-2.6% -$5,904 减仓
SYY Sysco Corporation $23.25万0.02%2,782 -200-6.7% -$1.67万 减仓
SCHB Schwab U.S. Broad Market ETF $23.75万0.02%8,200 00.0% — 不变
XLV State Street Health Care Select Sector SPDR ETF $24.27万0.02%1,530 00.0% — 不变
SOLS Solstice Advanced Materials, Inc. $24.49万0.02%2,764 -1,815-39.6% -$16.08万 减仓
EQIX Equinix, Inc. $24.50万0.02%235 00.0% — 不变
FCX Freeport-McMoRan, Inc. $24.59万0.02%3,910 1102.9% $6,918 加仓
D Dominion Energy Inc $24.88万0.02%3,644 1404.0% $9,561 加仓
EMA Emera Incorporated $25.30万0.02%4,771 00.0% — 不变
GLW Corning Inc $25.54万0.02%1,000 1,000— $25.54万 新建仓
SUB iShares Short-Term National Muni Bond ETF $25.55万0.02%2,400 2,400— $25.55万 新建仓
CMCSA Comcast Corporation Class A $25.83万0.02%10,522 -2,774-20.9% -$6.81万 减仓
PPL PPL Corporation $26.40万0.02%7,264 00.0% — 不变
PECO Phillips Edison & Company, Inc. $26.43万0.02%6,350 00.0% — 不变
MMM 3M Company $27.12万0.02%1,675 -68-3.9% -$1.10万 减仓
DVY iShares Select Dividend ETF $27.35万0.02%1,750 00.0% — 不变
MRSH Marsh & McLennan Companies, Inc. $28.60万0.03%1,716 00.0% — 不变
XNEAX Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest $28.91万0.03%24,629 00.0% — 不变
XLK State Street Technology Select Sector SPDR ETF $30.14万0.03%1,582 00.0% — 不变
VBR Vanguard Small Cap Value ETF $30.37万0.03%1,250 00.0% — 不变
QTEC First Trust NASDAQ-100 Technology Sector Index Fund $31.73万0.03%948 -150-13.7% -$5.02万 减仓
AMD Advanced Micro Devices, Inc. $31.95万0.03%550 550— $31.95万 新建仓
IUSV iShares Core S&P US Value ETF $33.05万0.03%3,000 00.0% — 不变
MKC McCormick & Company, Incorporated $33.71万0.03%6,686 -2,300-25.6% -$11.60万 减仓
KMB Kimberly-Clark Corporation $33.75万0.03%3,075 -780-20.2% -$8.56万 减仓
PPG PPG Industries, Inc. $33.96万0.03%2,800 00.0% — 不变
VLTO Veralto Corporation $34.10万0.03%3,845 -355-8.5% -$3.15万 减仓
VUG Vanguard Growth ETF $34.94万0.03%4,056 00.0% — 不变
STT State Street Corporation $36.46万0.03%2,150 -25-1.1% -$4,240 减仓
MS Morgan Stanley $38.90万0.04%1,861 1,861— $38.90万 新建仓
BMOP BNY Mellon Municipal Opportunities ETF $39.45万0.04%15,648 15,648— $39.45万 新建仓
VOE Vanguard Mid-Cap Value ETF $40.01万0.04%2,025 1005.2% $1.98万 加仓
USHY iShares Broad USD High Yield Corporate Bond ETF $40.26万0.04%10,875 -485-4.3% -$1.80万 减仓
T AT&T Inc $41.04万0.04%19,826 -772-3.7% -$1.60万 减仓
CB Chubb Limited $41.84万0.04%1,228 00.0% — 不变
INDA iShares MSCI India ETF $42.97万0.04%8,700 00.0% — 不变
QQQM Invesco NASDAQ 100 ETF $43.32万0.04%1,430 -62-4.2% -$1.88万 减仓
TFC Truist Financial Corporation $44.79万0.04%8,990 -1,200-11.8% -$5.98万 减仓
VZ Verizon Communications Inc. $45.38万0.04%10,718 -2,950-21.6% -$12.49万 减仓
AGI Alamos Gold Inc. $45.51万0.04%15,000 2,50020.0% $7.58万 加仓
ITW Illinois Tool Works Inc. $46.36万0.04%1,714 -200-10.4% -$5.41万 减仓
PHYS Sprott Physical Gold Trust Units $47.07万0.04%15,601 2,50019.1% $7.54万 加仓
HSY Hershey Company $47.37万0.04%2,700 00.0% — 不变
SCHA Schwab U.S. Small-Cap ETF $48.41万0.04%13,400 00.0% — 不变
EFA iShares MSCI EAFE ETF $49.92万0.05%4,806 4,806— $49.92万 新建仓
INTC Intel Corporation $50.27万0.05%3,600 3,600— $50.27万 新建仓
SBUX Starbucks Corporation $50.58万0.05%4,950 -70-1.4% -$7,153 减仓
GLD SPDR Gold Shares $51.39万0.05%1,395 151.1% $5,526 加仓
IWX iShares Russell Top 200 Value ETF $51.53万0.05%4,900 00.0% — 不变
DOV Dover Corporation $52.35万0.05%2,334 -33-1.4% -$7,401 减仓
AEM Agnico Eagle Mines Limited $52.74万0.05%3,400 40013.3% $6.21万 加仓
BSX Boston Scientific Corporation $53.35万0.05%12,500 -750-5.7% -$3.20万 减仓
PFF iShares Preferred & Income Securities ETF $53.59万0.05%17,575 00.0% — 不变
GL Globe Life Inc. $53.60万0.05%3,000 00.0% — 不变
MO Altria Group, Inc. $56.06万0.05%7,791 1071.4% $7,699 加仓
TD Toronto-Dominion Bank $57.06万0.05%4,699 -366-7.2% -$4.44万 减仓
DELL Dell Technologies, Inc. Class C $58.25万0.05%1,350 00.0% — 不变
PRU Prudential Financial, Inc. $60.63万0.05%5,617 -133-2.3% -$1.44万 减仓
VOT Vanguard Mid-Cap Growth ETF $63.07万0.06%2,059 00.0% — 不变
GLDM SPDR Gold MiniShares $63.97万0.06%8,055 901.1% $7,148 加仓
COP ConocoPhillips $64.13万0.06%6,169 -108-1.7% -$1.12万 减仓
DIS Walt Disney Company $64.28万0.06%6,678 -250-3.6% -$2.41万 减仓
ASML ASML Holding NV Sponsored ADR $65.05万0.06%327 00.0% — 不变
UL Unilever PLC Sponsored ADR $65.86万0.06%10,954 -40-0.4% -$2,405 减仓
AEP American Electric Power Company, Inc. $68.06万0.06%4,975 00.0% — 不变
SCHG Schwab U.S. Large-Cap Growth ETF $68.11万0.06%20,127 4002.0% $1.35万 加仓
AMTM Amentum Holdings, Inc. $68.75万0.06%33,261 -2,437-6.8% -$5.04万 减仓
MRP Millrose Properties Inc Class A $69.30万0.06%23,062 -112-0.5% -$3,366 减仓
CARR Carrier Global Corp. $72.65万0.07%9,904 -455-4.4% -$3.34万 减仓
PLD Prologis, Inc. $73.76万0.07%5,445 -250-4.4% -$3.39万 减仓
SMH VanEck Semiconductor ETF $73.79万0.07%1,125 -107-8.7% -$7.02万 减仓
BRK/A Berkshire Hathaway Inc. Class A $74.89万0.07%1 00.0% — 不变
CRM Salesforce, Inc. $77.89万0.07%4,972 4,972— $77.89万 新建仓
IWY iShares Russell Top 200 Growth ETF $81.37万0.07%2,800 -100-3.4% -$2.91万 减仓
VV Vanguard Large-Cap ETF $81.44万0.07%2,368 00.0% — 不变
TIP iShares TIPS Bond ETF $81.83万0.07%7,478 -100-1.3% -$1.09万 减仓
BSV Vanguard Short-Term Bond ETF $84.39万0.08%10,832 -325-2.9% -$2.53万 减仓
NFLX Netflix, Inc. $86.75万0.08%12,150 -440-3.5% -$3.14万 减仓
CM Canadian Imperial Bank of Commerce $87.56万0.08%7,614 00.0% — 不变