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 |
|---|---|---|---|---|---|---|---|---|
| IWR | iShares Russell Midcap ETF | $161.17万 | 0.16% | 16,576 | 16,576 | — | $161.17万 | 新建仓 |
| BMY | Bristol-Myers Squibb Company | $160.41万 | 0.15% | 26,448 | -200 | -0.8% | -$1.21万 | 减仓 |
| MDY | SPDR S&P Midcap 400 ETF Trust | $155.18万 | 0.15% | 2,516 | 2,516 | — | $155.18万 | 新建仓 |
| WAT | Waters Corporation | $141.40万 | 0.14% | 4,748 | 4,748 | — | $141.40万 | 新建仓 |
| MPC | Marathon Petroleum Corporation | $141.09万 | 0.14% | 5,778 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Market ETF | $136.50万 | 0.13% | 4,255 | 4,255 | — | $136.50万 | 新建仓 |
| CDW | CDW Corporation | $135.36万 | 0.13% | 11,185 | -1,220 | -9.8% | -$14.76万 | 减仓 |
| FANG | Diamondback Energy, Inc. | $134.99万 | 0.13% | 6,825 | -270 | -3.8% | -$5.34万 | 减仓 |
| VMC | Vulcan Materials Company | $134.41万 | 0.13% | 4,936 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust Series I | $132.00万 | 0.13% | 2,287 | 2,287 | — | $132.00万 | 新建仓 |
| NI | NiSource Inc | $130.64万 | 0.13% | 27,998 | 1,616 | 6.1% | $7.54万 | 加仓 |
| GE | GE Aerospace | $121.11万 | 0.12% | 4,268 | -300 | -6.6% | -$8.51万 | 减仓 |
| NFLX | Netflix, Inc. | $121.05万 | 0.12% | 12,590 | -400 | -3.1% | -$3.85万 | 减仓 |
| ALL | Allstate Corporation | $119.28万 | 0.12% | 5,753 | 0 | 0.0% | — | 不变 |
| RJF | Raymond James Financial, Inc. | $116.69万 | 0.11% | 8,059 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc. | $115.43万 | 0.11% | 41,109 | -8,991 | -17.9% | -$25.25万 | 减仓 |
| ADP | Automatic Data Processing, Inc. | $108.78万 | 0.11% | 5,354 | -100 | -1.8% | -$2.03万 | 减仓 |
| AMAT | Applied Materials, Inc. | $106.57万 | 0.10% | 3,118 | 600 | 23.8% | $20.51万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $104.70万 | 0.10% | 19,371 | 19,371 | — | $104.70万 | 新建仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $99.02万 | 0.10% | 30,052 | 30,052 | — | $99.02万 | 新建仓 |
| FDX | FedEx Corporation | $98.56万 | 0.10% | 2,767 | -300 | -9.8% | -$10.69万 | 减仓 |
| GEV | GE Vernova Inc. | $96.80万 | 0.09% | 1,109 | -75 | -6.3% | -$6.55万 | 减仓 |
| BLK | BlackRock, Inc. | $96.46万 | 0.09% | 1,003 | 0 | 0.0% | — | 不变 |
| IWD | iShares Russell 1000 Value ETF | $96.15万 | 0.09% | 4,500 | 4,500 | — | $96.15万 | 新建仓 |
| AMTM | Amentum Holdings, Inc. | $93.10万 | 0.09% | 35,698 | 1,516 | 4.4% | $3.95万 | 加仓 |
| GS | Goldman Sachs Group, Inc. | $93.06万 | 0.09% | 1,100 | -125 | -10.2% | -$10.57万 | 减仓 |
| VONV | Vanguard Russell 1000 Value ETF | $90.18万 | 0.09% | 9,620 | 9,620 | — | $90.18万 | 新建仓 |
| EMR | Emerson Electric Co. | $89.19万 | 0.09% | 6,807 | 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 |
| WELL | Welltower Inc. | $87.49万 | 0.08% | 4,425 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short-Term Bond ETF | $87.48万 | 0.08% | 11,157 | 11,157 | — | $87.48万 | 新建仓 |
| NXPI | NXP Semiconductors NV | $85.73万 | 0.08% | 4,355 | -60 | -1.4% | -$1.18万 | 减仓 |
| TIP | iShares TIPS Bond ETF | $83.63万 | 0.08% | 7,578 | 7,578 | — | $83.63万 | 新建仓 |
| BSX | Boston Scientific Corporation | $83.14万 | 0.08% | 13,250 | 2,150 | 19.4% | $13.49万 | 加仓 |
| COP | ConocoPhillips | $82.86万 | 0.08% | 6,277 | 0 | 0.0% | — | 不变 |
| WMB | Williams Companies, Inc. | $79.07万 | 0.08% | 10,864 | 5,885 | 118.2% | $42.83万 | 加仓 |
| PLD | Prologis, Inc. | $75.28万 | 0.07% | 5,695 | 500 | 9.6% | $6.61万 | 加仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $74.81万 | 0.07% | 3,900 | 3,900 | — | $74.81万 | 新建仓 |
| GLDM | SPDR Gold MiniShares | $73.83万 | 0.07% | 7,965 | 7,965 | — | $73.83万 | 新建仓 |
| CI | Cigna Group | $72.74万 | 0.07% | 2,727 | 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 |
| CM | Canadian Imperial Bank of Commerce | $72.14万 | 0.07% | 7,614 | 0 | 0.0% | — | 不变 |
| BRK/A | Berkshire Hathaway Inc. Class A | $71.81万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| VV | Vanguard Large-Cap ETF | $70.77万 | 0.07% | 2,368 | 2,368 | — | $70.77万 | 新建仓 |
| VZ | Verizon Communications Inc. | $68.61万 | 0.07% | 13,668 | -2,113 | -13.4% | -$10.61万 | 减仓 |
| DIS | Walt Disney Company | $66.77万 | 0.06% | 6,928 | -1,600 | -18.8% | -$15.42万 | 减仓 |
| AEP | American Electric Power Company, Inc. | $65.21万 | 0.06% | 4,975 | 0 | 0.0% | — | 不变 |
| MRP | Millrose Properties Inc Class A | $64.89万 | 0.06% | 23,174 | 365 | 1.6% | $1.02万 | 加仓 |
| UL | Unilever PLC Sponsored ADR | $62.63万 | 0.06% | 10,994 | -2,843 | -20.5% | -$16.20万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $62.26万 | 0.06% | 9,220 | 9,220 | — | $62.26万 | 新建仓 |
| UNH | UnitedHealth Group Incorporated | $61.29万 | 0.06% | 2,265 | 22 | 1.0% | $5,953 | 加仓 |
| AEM | Agnico Eagle Mines Limited | $60.89万 | 0.06% | 3,000 | 500 | 20.0% | $10.15万 | 加仓 |
| T | AT&T Inc | $59.71万 | 0.06% | 20,598 | -1,300 | -5.9% | -$3.77万 | 减仓 |
| GLD | SPDR Gold Shares | $59.38万 | 0.06% | 1,380 | 1,380 | — | $59.38万 | 新建仓 |
| CARR | Carrier Global Corp. | $58.33万 | 0.06% | 10,359 | -1,175 | -10.2% | -$6.62万 | 减仓 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $57.46万 | 0.06% | 19,727 | 19,727 | — | $57.46万 | 新建仓 |
| CCS | Century Communities, Inc. | $57.38万 | 0.06% | 10,000 | 10,000 | — | $57.38万 | 新建仓 |
| PRU | Prudential Financial, Inc. | $56.17万 | 0.05% | 5,750 | -1,599 | -21.8% | -$15.62万 | 减仓 |
| HSY | Hershey Company | $56.13万 | 0.05% | 2,700 | 0 | 0.0% | — | 不变 |
| AGI | Alamos Gold Inc. | $55.54万 | 0.05% | 12,500 | 2,500 | 25.0% | $11.11万 | 加仓 |
| PFF | iShares Preferred & Income Securities ETF | $53.29万 | 0.05% | 17,575 | 17,575 | — | $53.29万 | 新建仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $52.99万 | 0.05% | 2,059 | 2,059 | — | $52.99万 | 新建仓 |
| MO | Altria Group, Inc. | $50.71万 | 0.05% | 7,684 | -1,675 | -17.9% | -$11.05万 | 减仓 |
| ITW | Illinois Tool Works Inc. | $49.82万 | 0.05% | 1,914 | -600 | -23.9% | -$15.62万 | 减仓 |
| MTH | Meritage Homes Corporation | $49.47万 | 0.05% | 8,000 | 8,000 | — | $49.47万 | 新建仓 |
| DOV | Dover Corporation | $49.34万 | 0.05% | 2,367 | 0 | 0.0% | — | 不变 |
| TD | Toronto-Dominion Bank | $47.26万 | 0.05% | 5,065 | 0 | 0.0% | — | 不变 |
| SMH | VanEck Semiconductor ETF | $47.23万 | 0.05% | 1,232 | 1,232 | — | $47.23万 | 新建仓 |
| TFC | Truist Financial Corporation | $46.84万 | 0.05% | 10,190 | 2,370 | 30.3% | $10.89万 | 加仓 |
| PHYS | Sprott Physical Gold Trust Units | $46.43万 | 0.04% | 13,101 | 3,101 | 31.0% | $10.99万 | 加仓 |
| IWX | iShares Russell Top 200 Value ETF | $45.41万 | 0.04% | 4,900 | 4,900 | — | $45.41万 | 新建仓 |
| MKC | McCormick & Company, Incorporated | $45.33万 | 0.04% | 8,986 | -1,000 | -10.0% | -$5.04万 | 减仓 |
| SBUX | Starbucks Corporation | $44.97万 | 0.04% | 5,020 | -100 | -2.0% | -$8,959 | 减仓 |
| ASML | ASML Holding NV Sponsored ADR | $43.19万 | 0.04% | 327 | 0 | 0.0% | — | 不变 |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $41.85万 | 0.04% | 11,360 | 11,360 | — | $41.85万 | 新建仓 |
| GL | Globe Life Inc. | $41.75万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| INDA | iShares MSCI India ETF | $40.75万 | 0.04% | 8,700 | 8,700 | — | $40.75万 | 新建仓 |
| CB | Chubb Limited | $40.02万 | 0.04% | 1,228 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab U.S. Small-Cap ETF | $38.97万 | 0.04% | 13,400 | 13,400 | — | $38.97万 | 新建仓 |
| CMCSA | Comcast Corporation Class A | $38.17万 | 0.04% | 13,296 | -375 | -2.7% | -$1.08万 | 减仓 |
| KMB | Kimberly-Clark Corporation | $37.19万 | 0.04% | 3,855 | 0 | 0.0% | — | 不变 |
| VLTO | Veralto Corporation | $37.14万 | 0.04% | 4,200 | -261 | -5.9% | -$2.31万 | 减仓 |
| VOE | Vanguard Mid-Cap Value ETF | $35.47万 | 0.03% | 1,925 | 1,925 | — | $35.47万 | 新建仓 |
| QQQM | Invesco NASDAQ 100 ETF | $35.45万 | 0.03% | 1,492 | 1,492 | — | $35.45万 | 新建仓 |
| SOLS | Solstice Advanced Materials, Inc. | $34.87万 | 0.03% | 4,579 | -1,890 | -29.2% | -$14.39万 | 减仓 |
| IJR | iShares Core S&P Small Cap ETF | $34.15万 | 0.03% | 2,747 | 2,747 | — | $34.15万 | 新建仓 |
| TSM | Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR | $32.98万 | 0.03% | 976 | 251 | 34.6% | $8.48万 | 加仓 |
| ADBE | Adobe Inc. | $32.40万 | 0.03% | 1,333 | -208 | -13.5% | -$5.06万 | 减仓 |
| UBER | Uber Technologies, Inc. | $32.37万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| IUSV | iShares Core S&P US Value ETF | $30.68万 | 0.03% | 3,000 | 3,000 | — | $30.68万 | 新建仓 |
| IBTI | iShares iBonds Dec 2028 Term Treasury ETF | $30.03万 | 0.03% | 13,475 | 13,475 | — | $30.03万 | 新建仓 |
| BX | Blackstone Inc. | $30.00万 | 0.03% | 2,609 | 0 | 0.0% | — | 不变 |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | $30.00万 | 0.03% | 13,375 | 13,375 | — | $30.00万 | 新建仓 |
| PPG | PPG Industries, Inc. | $29.93万 | 0.03% | 2,800 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & McLennan Companies, Inc. | $29.76万 | 0.03% | 1,716 | -200 | -10.4% | -$3.47万 | 减仓 |
| VUG | Vanguard Growth ETF | $29.53万 | 0.03% | 676 | 676 | — | $29.53万 | 新建仓 |
| PPL | PPL Corporation | $27.75万 | 0.03% | 7,264 | 0 | 0.0% | — | 不变 |
| XNEAX | Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest | $27.66万 | 0.03% | 24,629 | 24,629 | — | $27.66万 | 新建仓 |
| STT | State Street Corporation | $27.53万 | 0.03% | 2,175 | -25 | -1.1% | -$3,164 | 减仓 |
| VBR | Vanguard Small Cap Value ETF | $27.16万 | 0.03% | 1,250 | 1,250 | — | $27.16万 | 新建仓 |