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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | $5,434.82万 | 5.25% | 214,146 | 3,557 | 1.7% | $90.27万 | 加仓 |
| GOOG | Alphabet Inc. Class C | $5,322.05万 | 5.14% | 185,528 | -1,607 | -0.9% | -$46.10万 | 减仓 |
| MSFT | Microsoft Corporation | $5,318.49万 | 5.14% | 143,677 | 1,891 | 1.3% | $70.00万 | 加仓 |
| AVGO | Broadcom Inc. | $4,125.37万 | 3.98% | 133,287 | -576 | -0.4% | -$17.83万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $3,692.61万 | 3.57% | 125,531 | 1,485 | 1.2% | $43.68万 | 加仓 |
| LRCX | Lam Research Corporation | $2,284.42万 | 2.21% | 106,918 | -26,803 | -20.0% | -$572.68万 | 减仓 |
| ORCL | Oracle Corporation | $2,186.25万 | 2.11% | 148,613 | 471 | 0.3% | $6.93万 | 加仓 |
| JNJ | Johnson & Johnson | $2,181.61万 | 2.11% | 89,249 | 1,444 | 1.6% | $35.30万 | 加仓 |
| MCD | McDonald's Corporation | $2,047.90万 | 1.98% | 65,893 | 651 | 1.0% | $20.23万 | 加仓 |
| RTX | RTX Corporation | $2,028.23万 | 1.96% | 105,144 | 2,579 | 2.5% | $49.75万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $1,861.85万 | 1.80% | 31,158 | 31,158 | — | $1,861.85万 | 新建仓 |
| V | Visa Inc. Class A | $1,793.19万 | 1.73% | 59,330 | -162 | -0.3% | -$4.90万 | 减仓 |
| — | Exxon Mobil Corporation | $1,721.52万 | 1.66% | 101,469 | 2,621 | 2.7% | $44.47万 | 加仓 |
| GOOGL | Alphabet Inc. Class A | $1,567.63万 | 1.51% | 54,515 | -478 | -0.9% | -$13.75万 | 减仓 |
| J | Jacobs Solutions Inc. | $1,528.02万 | 1.48% | 120,052 | 1,924 | 1.6% | $24.49万 | 加仓 |
| ICE | Intercontinental Exchange, Inc. | $1,420.06万 | 1.37% | 90,289 | 675 | 0.8% | $10.62万 | 加仓 |
| PEP | PepsiCo, Inc. | $1,357.64万 | 1.31% | 87,426 | 2,438 | 2.9% | $37.86万 | 加仓 |
| ETN | Eaton Corp. Plc | $1,354.32万 | 1.31% | 37,865 | 634 | 1.7% | $22.68万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc. | $1,336.98万 | 1.29% | 27,200 | 1,075 | 4.1% | $52.84万 | 加仓 |
| CVX | Chevron Corporation | $1,174.47万 | 1.13% | 56,765 | 2,379 | 4.4% | $49.22万 | 加仓 |
| SCHW | Charles Schwab Corp | $1,163.38万 | 1.12% | 123,790 | 4,505 | 3.8% | $42.34万 | 加仓 |
| AMZN | Amazon.com, Inc. | $1,159.90万 | 1.12% | 55,692 | 4,926 | 9.7% | $102.59万 | 加仓 |
| DUK | Duke Energy Corporation | $1,153.63万 | 1.11% | 88,104 | 10,055 | 12.9% | $131.66万 | 加仓 |
| PG | Procter & Gamble Company | $1,148.99万 | 1.11% | 79,548 | 947 | 1.2% | $13.68万 | 加仓 |
| ACN | Accenture Plc Class A | $1,141.62万 | 1.10% | 57,573 | -66 | -0.1% | -$1.31万 | 减仓 |
| IQV | IQVIA Holdings Inc | $1,130.03万 | 1.09% | 66,262 | 296 | 0.4% | $5.05万 | 加仓 |
| META | Meta Platforms Inc Class A | $1,123.15万 | 1.08% | 19,631 | -63 | -0.3% | -$3.60万 | 减仓 |
| NVS | Novartis AG | $1,092.64万 | 1.06% | 71,531 | 630 | 0.9% | $9.62万 | 加仓 |
| LOW | Lowe's Companies, Inc. | $1,091.35万 | 1.05% | 46,189 | 843 | 1.9% | $19.92万 | 加仓 |
| AON | Aon Plc Class A | $1,080.54万 | 1.04% | 33,476 | 114 | 0.3% | $3.68万 | 加仓 |
| KO | Coca-Cola Company | $1,067.45万 | 1.03% | 140,362 | 614 | 0.4% | $4.67万 | 加仓 |
| TMUS | T-Mobile US, Inc. | $1,056.70万 | 1.02% | 50,312 | -123 | -0.2% | -$2.58万 | 减仓 |
| TOL | Toll Brothers, Inc. | $1,031.59万 | 1.00% | 75,591 | -306 | -0.4% | -$4.18万 | 减仓 |
| COST | Costco Wholesale Corporation | $1,010.98万 | 0.98% | 10,146 | -18 | -0.2% | -$1.79万 | 减仓 |
| NEE | NextEra Energy, Inc. | $950.06万 | 0.92% | 102,289 | 2,145 | 2.1% | $19.92万 | 加仓 |
| NVDA | NVIDIA Corporation | $911.85万 | 0.88% | 52,285 | 4,300 | 9.0% | $74.99万 | 加仓 |
| PH | Parker-Hannifin Corporation | $873.66万 | 0.84% | 9,759 | 28 | 0.3% | $2.51万 | 加仓 |
| ABBV | AbbVie, Inc. | $855.24万 | 0.83% | 39,323 | -700 | -1.7% | -$15.22万 | 减仓 |
| WMT | Walmart Inc. | $807.50万 | 0.78% | 64,974 | 6,223 | 10.6% | $77.34万 | 加仓 |
| MCO | Moody's Corporation | $785.13万 | 0.76% | 17,997 | 1,806 | 11.2% | $78.79万 | 加仓 |
| — | Honeywell International Inc. | $769.36万 | 0.74% | 34,038 | 1,946 | 6.1% | $43.99万 | 加仓 |
| OKE | ONEOK, Inc. | $767.56万 | 0.74% | 84,916 | 705 | 0.8% | $6.37万 | 加仓 |
| SCHD | Schwab US Dividend Equity ETF | $759.50万 | 0.73% | 247,554 | 247,554 | — | $759.50万 | 新建仓 |
| LHX | L3Harris Technologies Inc | $746.66万 | 0.72% | 21,633 | -50 | -0.2% | -$1.73万 | 减仓 |
| CME | CME Group Inc. Class A | $745.24万 | 0.72% | 25,233 | 252 | 1.0% | $7.44万 | 加仓 |
| ADI | Analog Devices, Inc. | $731.53万 | 0.71% | 22,994 | 1,335 | 6.2% | $42.47万 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US Index Fund | $715.21万 | 0.69% | 95,235 | 95,235 | — | $715.21万 | 新建仓 |
| DHR | Danaher Corporation | $711.21万 | 0.69% | 37,511 | -2,041 | -5.2% | -$38.70万 | 减仓 |
| HD | Home Depot, Inc. | $673.90万 | 0.65% | 20,490 | 280 | 1.4% | $9.21万 | 加仓 |
| WM | Waste Management, Inc. | $673.33万 | 0.65% | 29,302 | 8,089 | 38.1% | $185.88万 | 加仓 |
| UPS | United Parcel Service, Inc. Class B | $652.14万 | 0.63% | 66,288 | 36,892 | 125.5% | $362.94万 | 加仓 |
| LLY | Eli Lilly and Company | $614.50万 | 0.59% | 6,681 | -10 | -0.1% | -$9,198 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $595.45万 | 0.58% | 12,426 | 0 | 0.0% | — | 不变 |
| WSO | Watsco, Inc. | $589.21万 | 0.57% | 16,196 | 384 | 2.4% | $13.97万 | 加仓 |
| BDX | Becton, Dickinson and Company | $586.23万 | 0.57% | 37,285 | -341 | -0.9% | -$5.36万 | 减仓 |
| SPY | SPDR S&P 500 ETF Trust | $577.46万 | 0.56% | 8,879 | 8,879 | — | $577.46万 | 新建仓 |
| VO | Vanguard Mid-Cap ETF | $543.60万 | 0.53% | 18,929 | 18,929 | — | $543.60万 | 新建仓 |
| AMGN | Amgen Inc. | $533.93万 | 0.52% | 15,175 | 616 | 4.2% | $21.67万 | 加仓 |
| LIN | Linde plc | $526.05万 | 0.51% | 10,611 | 636 | 6.4% | $31.53万 | 加仓 |
| AXP | American Express Company | $524.77万 | 0.51% | 17,349 | 565 | 3.4% | $17.09万 | 加仓 |
| TPL | Texas Pacific Land Corporation | $522.44万 | 0.50% | 11,009 | -153 | -1.4% | -$7.26万 | 减仓 |
| ABT | Abbott Laboratories | $512.12万 | 0.49% | 49,880 | 3,015 | 6.4% | $30.96万 | 加仓 |
| UNP | Union Pacific Corporation | $509.91万 | 0.49% | 21,017 | 175 | 0.8% | $4.25万 | 加仓 |
| EPD | Enterprise Products Partners L.P. | $490.54万 | 0.47% | 129,635 | -3,000 | -2.3% | -$11.35万 | 减仓 |
| LEN | Lennar Corporation Class A | $486.56万 | 0.47% | 56,030 | -92 | -0.2% | -$7,989 | 减仓 |
| CSCO | Cisco Systems, Inc. | $444.72万 | 0.43% | 57,317 | -925 | -1.6% | -$7.18万 | 减仓 |
| MRK | Merck & Co., Inc. | $424.03万 | 0.41% | 35,251 | -684 | -1.9% | -$8.23万 | 减仓 |
| LMT | Lockheed Martin Corporation | $418.18万 | 0.40% | 6,919 | 25 | 0.4% | $1.51万 | 加仓 |
| APD | Air Products and Chemicals, Inc. | $412.84万 | 0.40% | 14,212 | 0 | 0.0% | — | 不变 |
| DE | Deere & Company | $410.31万 | 0.40% | 7,284 | -600 | -7.6% | -$33.80万 | 减仓 |
| BRO | Brown & Brown, Inc. | $400.49万 | 0.39% | 61,416 | -6,554 | -9.6% | -$42.74万 | 减仓 |
| TRV | Travelers Companies, Inc. | $395.69万 | 0.38% | 13,566 | 25 | 0.2% | $7,292 | 加仓 |
| ENB | Enbridge Inc. | $392.07万 | 0.38% | 72,418 | 7,208 | 11.1% | $39.02万 | 加仓 |
| BAC | Bank of America Corp | $373.56万 | 0.36% | 76,628 | 2,008 | 2.7% | $9.79万 | 加仓 |
| SPGI | S&P Global, Inc. | $365.33万 | 0.35% | 8,589 | 57 | 0.7% | $2.42万 | 加仓 |
| MDLZ | Mondelez International, Inc. Class A | $343.06万 | 0.33% | 59,518 | -997 | -1.6% | -$5.75万 | 减仓 |
| AMP | Ameriprise Financial, Inc. | $328.81万 | 0.32% | 7,399 | -50 | -0.7% | -$2.22万 | 减仓 |
| CSX | CSX Corporation | $325.89万 | 0.31% | 79,388 | 3 | 0.0% | $123 | 加仓 |
| WFC | Wells Fargo & Company | $325.81万 | 0.31% | 40,926 | 0 | 0.0% | — | 不变 |
| MDT | Medtronic Plc | $322.36万 | 0.31% | 37,203 | -630 | -1.7% | -$5.46万 | 减仓 |
| LDOS | Leidos Holdings, Inc. | $314.55万 | 0.30% | 20,226 | 140 | 0.7% | $2.18万 | 加仓 |
| PNC | PNC Financial Services Group, Inc. | $305.79万 | 0.30% | 14,695 | 95 | 0.7% | $1.98万 | 加仓 |
| CAT | Caterpillar Inc. | $283.38万 | 0.27% | 4,000 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $265.99万 | 0.26% | 12,368 | 12,368 | — | $265.99万 | 新建仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $260.93万 | 0.25% | 13,596 | 13,596 | — | $260.93万 | 新建仓 |
| IBM | International Business Machines Corporation | $243.31万 | 0.23% | 10,038 | -1,000 | -9.1% | -$24.24万 | 减仓 |
| NSC | Norfolk Southern Corporation | $239.30万 | 0.23% | 8,338 | 0 | 0.0% | — | 不变 |
| SPG | Simon Property Group, Inc. | $236.43万 | 0.23% | 12,675 | 50 | 0.4% | $9,327 | 加仓 |
| SCHM | Schwab U.S. Mid-Cap ETF | $217.42万 | 0.21% | 70,226 | 70,226 | — | $217.42万 | 新建仓 |
| IVV | iShares Core S&P 500 ETF | $213.34万 | 0.21% | 3,266 | 3,266 | — | $213.34万 | 新建仓 |
| VB | Vanguard Small-Cap ETF | $201.23万 | 0.19% | 7,683 | 7,683 | — | $201.23万 | 新建仓 |
| CL | Colgate-Palmolive Company | $191.66万 | 0.19% | 22,487 | -335 | -1.5% | -$2.86万 | 减仓 |
| QCOM | QUALCOMM Incorporated | $190.43万 | 0.18% | 14,787 | -105 | -0.7% | -$1.35万 | 减仓 |
| PM | Philip Morris International Inc. | $188.31万 | 0.18% | 11,389 | 425 | 3.9% | $7.03万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $173.71万 | 0.17% | 27,108 | 27,108 | — | $173.71万 | 新建仓 |
| AFL | Aflac Incorporated | $172.49万 | 0.17% | 15,722 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $169.41万 | 0.16% | 9,299 | -849 | -8.4% | -$15.47万 | 减仓 |
| APH | Amphenol Corporation Class A | $166.40万 | 0.16% | 13,170 | 3,195 | 32.0% | $40.37万 | 加仓 |
| TT | Trane Technologies plc | $165.78万 | 0.16% | 3,978 | -180 | -4.3% | -$7.50万 | 减仓 |
| SO | Southern Company | $164.85万 | 0.16% | 17,079 | 4,710 | 38.1% | $45.46万 | 加仓 |