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 |
|---|---|---|---|---|---|---|---|---|
| IWD | iShares Russell 1000 Value ETF | $193.94万 | 0.17% | 8,000 | 3,500 | 77.8% | $84.85万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $193.14万 | 0.17% | 27,108 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Incorporated | $184.34万 | 0.17% | 15,722 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P Midcap 400 ETF Trust | $176.96万 | 0.16% | 2,516 | 0 | 0.0% | — | 不变 |
| SO | Southern Company | $168.48万 | 0.15% | 17,603 | 524 | 3.1% | $5.02万 | 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 |
| IJH | iShares Core S&P Mid-Cap ETF | $164.90万 | 0.15% | 21,385 | 12,165 | 131.9% | $93.80万 | 加仓 |
| VYM | Vanguard High Dividend Yield Index ETF | $159.55万 | 0.14% | 10,096 | 10,096 | — | $159.55万 | 新建仓 |
| WAT | Waters Corporation | $158.60万 | 0.14% | 4,229 | -519 | -10.9% | -$19.46万 | 减仓 |
| IWR | iShares Russell Midcap ETF | $157.67万 | 0.14% | 14,292 | -2,284 | -13.8% | -$25.20万 | 减仓 |
| BMY | Bristol-Myers Squibb Company | $152.85万 | 0.14% | 26,527 | 79 | 0.3% | $4,552 | 加仓 |
| PSX | Phillips 66 | $150.40万 | 0.14% | 8,897 | -402 | -4.3% | -$6.80万 | 减仓 |
| ADP | Automatic Data Processing, Inc. | $150.14万 | 0.14% | 6,704 | 1,350 | 25.2% | $30.23万 | 加仓 |
| MPC | Marathon Petroleum Corporation | $148.29万 | 0.13% | 5,800 | 22 | 0.4% | $5,625 | 加仓 |
| CELH | Celsius Holdings, Inc. | $146.40万 | 0.13% | 50,000 | 50,000 | — | $146.40万 | 新建仓 |
| VMC | Vulcan Materials Company | $145.62万 | 0.13% | 4,936 | 0 | 0.0% | — | 不变 |
| CDW | CDW Corporation | $129.32万 | 0.12% | 9,195 | -1,990 | -17.8% | -$27.99万 | 减仓 |
| ALL | Allstate Corporation | $127.58万 | 0.12% | 5,362 | -391 | -6.8% | -$9.30万 | 减仓 |
| RJF | Raymond James Financial, Inc. | $122.52万 | 0.11% | 8,059 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $117.50万 | 0.11% | 3,144 | -1,124 | -26.3% | -$42.01万 | 减仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $116.22万 | 0.10% | 19,471 | 100 | 0.5% | $5,969 | 加仓 |
| GS | Goldman Sachs Group, Inc. | $112.77万 | 0.10% | 1,115 | 15 | 1.4% | $1.52万 | 加仓 |
| FANG | Diamondback Energy, Inc. | $110.16万 | 0.10% | 6,267 | -558 | -8.2% | -$9.81万 | 减仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $109.02万 | 0.10% | 30,067 | 15 | 0.0% | $544 | 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 |
| UNH | UnitedHealth Group Incorporated | $101.72万 | 0.09% | 2,447 | 182 | 8.0% | $7.57万 | 加仓 |
| FDX | FedEx Corporation | $101.52万 | 0.09% | 3,242 | 475 | 17.2% | $14.87万 | 加仓 |
| NXPI | NXP Semiconductors NV | $101.31万 | 0.09% | 3,605 | -750 | -17.2% | -$21.08万 | 减仓 |
| WELL | Welltower Inc. | $100.43万 | 0.09% | 4,425 | 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 |
| EMR | Emerson Electric Co. | $97.44万 | 0.09% | 6,807 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Inc. | $95.05万 | 0.09% | 809 | -300 | -27.1% | -$35.25万 | 减仓 |
| PFE | Pfizer Inc. | $94.61万 | 0.09% | 39,290 | -1,819 | -4.4% | -$4.38万 | 减仓 |
| BLK | BlackRock, Inc. | $93.85万 | 0.08% | 976 | -27 | -2.7% | -$2.60万 | 减仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $89.64万 | 0.08% | 4,085 | 185 | 4.7% | $4.06万 | 加仓 |
| CI | Cigna Group | $89.15万 | 0.08% | 3,234 | 507 | 18.6% | $13.98万 | 加仓 |
| WMB | Williams Companies, Inc. | $88.87万 | 0.08% | 11,954 | 1,090 | 10.0% | $8.10万 | 加仓 |
| CM | Canadian Imperial Bank of Commerce | $87.56万 | 0.08% | 7,614 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix, Inc. | $86.75万 | 0.08% | 12,150 | -440 | -3.5% | -$3.14万 | 减仓 |
| BSV | Vanguard Short-Term Bond ETF | $84.39万 | 0.08% | 10,832 | -325 | -2.9% | -$2.53万 | 减仓 |
| TIP | iShares TIPS Bond ETF | $81.83万 | 0.07% | 7,478 | -100 | -1.3% | -$1.09万 | 减仓 |
| VV | Vanguard Large-Cap ETF | $81.44万 | 0.07% | 2,368 | 0 | 0.0% | — | 不变 |
| IWY | iShares Russell Top 200 Growth ETF | $81.37万 | 0.07% | 2,800 | -100 | -3.4% | -$2.91万 | 减仓 |
| CRM | Salesforce, Inc. | $77.89万 | 0.07% | 4,972 | 4,972 | — | $77.89万 | 新建仓 |
| BRK/A | Berkshire Hathaway Inc. Class A | $74.89万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| SMH | VanEck Semiconductor ETF | $73.79万 | 0.07% | 1,125 | -107 | -8.7% | -$7.02万 | 减仓 |
| PLD | Prologis, Inc. | $73.76万 | 0.07% | 5,445 | -250 | -4.4% | -$3.39万 | 减仓 |
| CARR | Carrier Global Corp. | $72.65万 | 0.07% | 9,904 | -455 | -4.4% | -$3.34万 | 减仓 |
| MRP | Millrose Properties Inc Class A | $69.30万 | 0.06% | 23,062 | -112 | -0.5% | -$3,366 | 减仓 |
| AMTM | Amentum Holdings, Inc. | $68.75万 | 0.06% | 33,261 | -2,437 | -6.8% | -$5.04万 | 减仓 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $68.11万 | 0.06% | 20,127 | 400 | 2.0% | $1.35万 | 加仓 |
| AEP | American Electric Power Company, Inc. | $68.06万 | 0.06% | 4,975 | 0 | 0.0% | — | 不变 |
| UL | Unilever PLC Sponsored ADR | $65.86万 | 0.06% | 10,954 | -40 | -0.4% | -$2,405 | 减仓 |
| ASML | ASML Holding NV Sponsored ADR | $65.05万 | 0.06% | 327 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney Company | $64.28万 | 0.06% | 6,678 | -250 | -3.6% | -$2.41万 | 减仓 |
| COP | ConocoPhillips | $64.13万 | 0.06% | 6,169 | -108 | -1.7% | -$1.12万 | 减仓 |
| GLDM | SPDR Gold MiniShares | $63.97万 | 0.06% | 8,055 | 90 | 1.1% | $7,148 | 加仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $63.07万 | 0.06% | 2,059 | 0 | 0.0% | — | 不变 |
| PRU | Prudential Financial, Inc. | $60.63万 | 0.05% | 5,617 | -133 | -2.3% | -$1.44万 | 减仓 |
| DELL | Dell Technologies, Inc. Class C | $58.25万 | 0.05% | 1,350 | 0 | 0.0% | — | 不变 |
| TD | Toronto-Dominion Bank | $57.06万 | 0.05% | 4,699 | -366 | -7.2% | -$4.44万 | 减仓 |
| MO | Altria Group, Inc. | $56.06万 | 0.05% | 7,791 | 107 | 1.4% | $7,699 | 加仓 |
| GL | Globe Life Inc. | $53.60万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| PFF | iShares Preferred & Income Securities ETF | $53.59万 | 0.05% | 17,575 | 0 | 0.0% | — | 不变 |
| BSX | Boston Scientific Corporation | $53.35万 | 0.05% | 12,500 | -750 | -5.7% | -$3.20万 | 减仓 |
| AEM | Agnico Eagle Mines Limited | $52.74万 | 0.05% | 3,400 | 400 | 13.3% | $6.21万 | 加仓 |
| DOV | Dover Corporation | $52.35万 | 0.05% | 2,334 | -33 | -1.4% | -$7,401 | 减仓 |
| IWX | iShares Russell Top 200 Value ETF | $51.53万 | 0.05% | 4,900 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Shares | $51.39万 | 0.05% | 1,395 | 15 | 1.1% | $5,526 | 加仓 |
| SBUX | Starbucks Corporation | $50.58万 | 0.05% | 4,950 | -70 | -1.4% | -$7,153 | 减仓 |
| INTC | Intel Corporation | $50.27万 | 0.05% | 3,600 | 3,600 | — | $50.27万 | 新建仓 |
| EFA | iShares MSCI EAFE ETF | $49.92万 | 0.05% | 4,806 | 4,806 | — | $49.92万 | 新建仓 |
| SCHA | Schwab U.S. Small-Cap ETF | $48.41万 | 0.04% | 13,400 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Company | $47.37万 | 0.04% | 2,700 | 0 | 0.0% | — | 不变 |
| PHYS | Sprott Physical Gold Trust Units | $47.07万 | 0.04% | 15,601 | 2,500 | 19.1% | $7.54万 | 加仓 |
| ITW | Illinois Tool Works Inc. | $46.36万 | 0.04% | 1,714 | -200 | -10.4% | -$5.41万 | 减仓 |
| AGI | Alamos Gold Inc. | $45.51万 | 0.04% | 15,000 | 2,500 | 20.0% | $7.58万 | 加仓 |
| VZ | Verizon Communications Inc. | $45.38万 | 0.04% | 10,718 | -2,950 | -21.6% | -$12.49万 | 减仓 |
| TFC | Truist Financial Corporation | $44.79万 | 0.04% | 8,990 | -1,200 | -11.8% | -$5.98万 | 减仓 |
| QQQM | Invesco NASDAQ 100 ETF | $43.32万 | 0.04% | 1,430 | -62 | -4.2% | -$1.88万 | 减仓 |
| INDA | iShares MSCI India ETF | $42.97万 | 0.04% | 8,700 | 0 | 0.0% | — | 不变 |
| CB | Chubb Limited | $41.84万 | 0.04% | 1,228 | 0 | 0.0% | — | 不变 |
| T | AT&T Inc | $41.04万 | 0.04% | 19,826 | -772 | -3.7% | -$1.60万 | 减仓 |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $40.26万 | 0.04% | 10,875 | -485 | -4.3% | -$1.80万 | 减仓 |
| VOE | Vanguard Mid-Cap Value ETF | $40.01万 | 0.04% | 2,025 | 100 | 5.2% | $1.98万 | 加仓 |
| BMOP | BNY Mellon Municipal Opportunities ETF | $39.45万 | 0.04% | 15,648 | 15,648 | — | $39.45万 | 新建仓 |
| MS | Morgan Stanley | $38.90万 | 0.04% | 1,861 | 1,861 | — | $38.90万 | 新建仓 |
| STT | State Street Corporation | $36.46万 | 0.03% | 2,150 | -25 | -1.1% | -$4,240 | 减仓 |
| VUG | Vanguard Growth ETF | $34.94万 | 0.03% | 4,056 | 0 | 0.0% | — | 不变 |
| VLTO | Veralto Corporation | $34.10万 | 0.03% | 3,845 | -355 | -8.5% | -$3.15万 | 减仓 |
| PPG | PPG Industries, Inc. | $33.96万 | 0.03% | 2,800 | 0 | 0.0% | — | 不变 |
| KMB | Kimberly-Clark Corporation | $33.75万 | 0.03% | 3,075 | -780 | -20.2% | -$8.56万 | 减仓 |
| MKC | McCormick & Company, Incorporated | $33.71万 | 0.03% | 6,686 | -2,300 | -25.6% | -$11.60万 | 减仓 |
| IUSV | iShares Core S&P US Value ETF | $33.05万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices, Inc. | $31.95万 | 0.03% | 550 | 550 | — | $31.95万 | 新建仓 |
| QTEC | First Trust NASDAQ-100 Technology Sector Index Fund | $31.73万 | 0.03% | 948 | -150 | -13.7% | -$5.02万 | 减仓 |
| VBR | Vanguard Small Cap Value ETF | $30.37万 | 0.03% | 1,250 | 0 | 0.0% | — | 不变 |
| XLK | State Street Technology Select Sector SPDR ETF | $30.14万 | 0.03% | 1,582 | 0 | 0.0% | — | 不变 |
| XNEAX | Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest | $28.91万 | 0.03% | 24,629 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & McLennan Companies, Inc. | $28.60万 | 0.03% | 1,716 | 0 | 0.0% | — | 不变 |