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
DVY iShares Select Dividend ETF $27.35万0.02%1,750 00.0% — 不变
MMM 3M Company $27.12万0.02%1,675 -68-3.9% -$1.10万 减仓
PECO Phillips Edison & Company, Inc. $26.43万0.02%6,350 00.0% — 不变
PPL PPL Corporation $26.40万0.02%7,264 00.0% — 不变
CMCSA Comcast Corporation Class A $25.83万0.02%10,522 -2,774-20.9% -$6.81万 减仓
SUB iShares Short-Term National Muni Bond ETF $25.55万0.02%2,400 2,400— $25.55万 新建仓
GLW Corning Inc $25.54万0.02%1,000 1,000— $25.54万 新建仓
EMA Emera Incorporated $25.30万0.02%4,771 00.0% — 不变
D Dominion Energy Inc $24.88万0.02%3,644 1404.0% $9,561 加仓
FCX Freeport-McMoRan, Inc. $24.59万0.02%3,910 1102.9% $6,918 加仓
EQIX Equinix, Inc. $24.50万0.02%235 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
XLV State Street Health Care Select Sector SPDR ETF $24.27万0.02%1,530 00.0% — 不变
SCHB Schwab U.S. Broad Market ETF $23.75万0.02%8,200 00.0% — 不变
SYY Sysco Corporation $23.25万0.02%2,782 -200-6.7% -$1.67万 减仓
ZETA Zeta Global Holdings Corp. Class A $22.24万0.02%11,300 -300-2.6% -$5,904 减仓
IP International Paper Company $22.19万0.02%5,825 00.0% — 不变
TXN Texas Instruments Incorporated $20.98万0.02%704 704— $20.98万 新建仓
BX Blackstone Inc. $20.93万0.02%1,779 -830-31.8% -$9.77万 减仓
FDXF FedEx Freight Holding Company, Inc. $20.88万0.02%1,383 1,383— $20.88万 新建仓
EMXC iShares MSCI Emerging Markets ex China ETF $20.72万0.02%2,025 2,025— $20.72万 新建仓
CVS CVS Health Corporation $20.71万0.02%2,002 -1,150-36.5% -$11.90万 重新持有
— 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