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 |
|---|---|---|---|---|---|---|---|---|
| DVY | iShares Select Dividend ETF | $26.50万 | 0.03% | 1,750 | 1,750 | — | $26.50万 | 新建仓 |
| MMM | 3M Company | $25.31万 | 0.02% | 1,743 | -500 | -22.3% | -$7.26万 | 减仓 |
| EMA | Emera Incorporated | $24.73万 | 0.02% | 4,771 | 0 | 0.0% | — | 不变 |
| PECO | Phillips Edison & Company, Inc. | $23.76万 | 0.02% | 6,350 | 6,350 | — | $23.76万 | 新建仓 |
| QTEC | First Trust NASDAQ-100 Technology Sector Index Fund | $23.71万 | 0.02% | 1,098 | 1,098 | — | $23.71万 | 新建仓 |
| EQIX | Equinix, Inc. | $23.04万 | 0.02% | 235 | 235 | — | $23.04万 | 新建仓 |
| RF | Regions Financial Corporation | $23.01万 | 0.02% | 8,809 | 0 | 0.0% | — | 不变 |
| XLV | State Street Health Care Select Sector SPDR ETF | $22.43万 | 0.02% | 1,530 | 1,530 | — | $22.43万 | 新建仓 |
| FCX | Freeport-McMoRan, Inc. | $22.34万 | 0.02% | 3,800 | 3,800 | — | $22.34万 | 新建仓 |
| DELL | Dell Technologies, Inc. Class C | $22.16万 | 0.02% | 1,350 | 1,350 | — | $22.16万 | 新建仓 |
| D | Dominion Energy Inc | $21.66万 | 0.02% | 3,504 | 0 | 0.0% | — | 不变 |
| — | Warner Bros. Discovery, Inc. Series A | $21.62万 | 0.02% | 7,874 | -314 | -3.8% | -$8,622 | 减仓 |
| SYY | Sysco Corporation | $21.27万 | 0.02% | 2,982 | 2,982 | — | $21.27万 | 新建仓 |
| XLK | State Street Technology Select Sector SPDR ETF | $21.02万 | 0.02% | 1,582 | 1,582 | — | $21.02万 | 新建仓 |
| BA | Boeing Company | $20.96万 | 0.02% | 1,053 | 0 | 0.0% | — | 不变 |
| IP | International Paper Company | $20.80万 | 0.02% | 5,825 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab U.S. Broad Market ETF | $20.58万 | 0.02% | 8,200 | 8,200 | — | $20.58万 | 新建仓 |
| ROP | Roper Technologies, Inc. | $20.17万 | 0.02% | 570 | -570 | -50.0% | -$20.17万 | 减仓 |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | $20.05万 | 0.02% | 8,750 | 8,750 | — | $20.05万 | 新建仓 |
| ZETA | Zeta Global Holdings Corp. Class A | $18.47万 | 0.02% | 11,600 | -1,000 | -7.9% | -$1.59万 | 减仓 |
| ARCO | Arcos Dorados Holdings, Inc. Class A | $8.25万 | 0.01% | 10,000 | -1,068 | -9.6% | -$8,811 | 减仓 |
| — | GOLDMAN SACHS GROU | $0 | 0.00% | 0 | -174,457 | -100.0% | -$337.57万 | 清仓 |
| — | US BANCORP DEL 5.5 | $0 | 0.00% | 0 | -135,816 | -100.0% | -$242.43万 | 清仓 |
| RHHBY | ROCHE HLDG LTD ADR | $0 | 0.00% | 0 | -46,314 | -100.0% | -$239.83万 | 清仓 |
| — | METLIFE INC PFD | $0 | 0.00% | 0 | -103,119 | -100.0% | -$222.94万 | 清仓 |
| — | BANK OF AMERICA PF | $0 | 0.00% | 0 | -86,222 | -100.0% | -$159.17万 | 清仓 |
| — | MORGAN STANLEY PFD | $0 | 0.00% | 0 | -33,795 | -100.0% | -$65.22万 | 清仓 |
| — | VICTORY PORTFOLIOS | $0 | 0.00% | 0 | -19,735 | -100.0% | -$59.36万 | 清仓 |
| — | VANGUARD/WELLINGTO | $0 | 0.00% | 0 | -7,201 | -100.0% | -$55.58万 | 清仓 |
| — | BK OF AMERICA CORP | $0 | 0.00% | 0 | -25,100 | -100.0% | -$46.44万 | 清仓 |
| — | GOLDMAN SACHS GROU | $0 | 0.00% | 0 | -22,350 | -100.0% | -$43.47万 | 清仓 |
| — | SCHWAB S&P 500 IND | $0 | 0.00% | 0 | -21,731 | -100.0% | -$38.12万 | 清仓 |
| — | AMERICAN BALANCED | $0 | 0.00% | 0 | -8,997 | -100.0% | -$33.73万 | 清仓 |
| — | SANDOZ GROUP AG SP | $0 | 0.00% | 0 | -4,242 | -100.0% | -$30.97万 | 清仓 |
| — | VANGUARD US GROWTH | $0 | 0.00% | 0 | -1,522 | -100.0% | -$29.68万 | 清仓 |
| CEG | CONSTELLATION ENER | $0 | 0.00% | 0 | -826 | -100.0% | -$29.18万 | 清仓 |
| OTIS | OTIS WORLDWIDE COR | $0 | 0.00% | 0 | -3,034 | -100.0% | -$26.50万 | 清仓 |
| — | VANGUARD BD INDEX | $0 | 0.00% | 0 | -2,763 | -100.0% | -$25.15万 | 清仓 |
| CVS | CVS HEALTH CORP. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRANKLIN CUSTODIAN | $0 | 0.00% | 0 | -98,774 | -100.0% | -$24.59万 | 清仓 |
| — | FIDELITY 500 INDEX | $0 | 0.00% | 0 | -1,013 | -100.0% | -$24.08万 | 清仓 |
| — | VANGUARD BD INDEX | $0 | 0.00% | 0 | -5,066 | -100.0% | -$23.16万 | 清仓 |
| — | CAPITAL WORLD GROW | $0 | 0.00% | 0 | -3,152 | -100.0% | -$22.54万 | 清仓 |
| — | VANGUARD MUN BD FD | $0 | 0.00% | 0 | -19,990 | -100.0% | -$21.67万 | 清仓 |
| — | VANGUARD CHARLOTTE | $0 | 0.00% | 0 | -11,124 | -100.0% | -$21.54万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,125 | -100.0% | -$20.63万 | 清仓 |
| — | VANGUARD PA TAX FR | $0 | 0.00% | 0 | -16,815 | -100.0% | -$18.21万 | 清仓 |
| — | VANGUARD INT-TERM | $0 | 0.00% | 0 | -18,030 | -100.0% | -$16.10万 | 清仓 |