Towercrest Capital Management
NEWTOWN PA · SEC CIK 0001633288
$6.42亿2026Q1 申报市值
103持仓数
55.3%前十大占比 · 第一大 10.6%
6 / 2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
LQD 加仓+$537.48万
IVV 加仓+$317.77万
AGG 加仓+$255.19万
HYG 加仓+$160.28万
SPIB 加仓+$113.38万
2026Q1 卖出最多 按季末市值估算
FLRN 减仓-$204.37万
FLOT 减仓-$130.89万
SCHX 减仓-$91.98万
SCHF 减仓-$54.94万
SPY 减仓-$40.32万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,827.73万 | 10.64% | 104,188 | 4,849 | 4.9% | $317.77万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $5,580.18万 | 8.69% | 2,176,358 | -35,873 | -1.6% | -$91.98万 | 减仓 |
| AGG | ISHARES TR | $4,053.52万 | 6.32% | 408,315 | 25,706 | 6.7% | $255.19万 | 加仓 |
| HYG | ISHARES TR | $3,680.73万 | 5.74% | 462,631 | 20,145 | 4.6% | $160.28万 | 加仓 |
| LQD | ISHARES TR | $3,174.54万 | 4.95% | 291,268 | 49,314 | 20.4% | $537.48万 | 加仓 |
| FLOT | ISHARES TR | $2,737.08万 | 4.26% | 537,209 | -25,689 | -4.6% | -$130.89万 | 减仓 |
| IEFA | ISHARES TR | $2,665.05万 | 4.15% | 294,340 | 10,354 | 3.6% | $93.75万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,356.33万 | 3.67% | 1,014,783 | -4,068 | -0.4% | -$9.45万 | 减仓 |
| IEMG | ISHARES TR | $2,308.16万 | 3.60% | 330,816 | 14,125 | 4.5% | $98.55万 | 加仓 |
| EMB | ISHARES TR | $2,083.74万 | 3.25% | 221,835 | 8,486 | 4.0% | $79.71万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,951.46万 | 3.04% | 788,468 | -22,198 | -2.7% | -$54.94万 | 减仓 |
| FLRN | SPDR SER TR | $1,800.09万 | 2.80% | 584,824 | -66,398 | -10.2% | -$204.37万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,616.33万 | 2.52% | 490,541 | 8,100 | 1.7% | $26.69万 | 加仓 |
| IJH | ISHARES TR | $1,555.38万 | 2.42% | 230,280 | 10,186 | 4.6% | $68.80万 | 加仓 |
| MUB | ISHARES TR | $1,485.60万 | 2.31% | 139,953 | 5,657 | 4.2% | $60.05万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,288.61万 | 2.01% | 168,358 | -870 | -0.5% | -$6.66万 | 减仓 |
| IJR | ISHARES TR | $1,261.62万 | 1.97% | 101,461 | 3,926 | 4.0% | $48.82万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,164.69万 | 1.81% | 376,193 | -4,084 | -1.1% | -$12.64万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,015.75万 | 1.58% | 404,680 | -3,711 | -0.9% | -$9.31万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,002.59万 | 1.56% | 391,329 | 10,473 | 2.7% | $26.83万 | 加仓 |
| ITOT | ISHARES TR | $937.12万 | 1.46% | 65,773 | 1,801 | 2.8% | $25.66万 | 加仓 |
| SPY | SPDR TR S&P 500 ETF TR | $922.14万 | 1.44% | 14,179 | -620 | -4.2% | -$40.32万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $903.66万 | 1.41% | 310,751 | -5,215 | -1.7% | -$15.17万 | 减仓 |
| AAPL | APPLE INC | $866.09万 | 1.35% | 34,126 | 772 | 2.3% | $19.59万 | 加仓 |
| SHYG | ISHARES TR | $742.88万 | 1.16% | 175,581 | 12,063 | 7.4% | $51.04万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $742.53万 | 1.16% | 221,386 | 33,804 | 18.0% | $113.38万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $645.62万 | 1.01% | 210,438 | -4,115 | -1.9% | -$12.62万 | 减仓 |
| DGRO | ISHARES TR | $624.57万 | 0.97% | 88,990 | 4,326 | 5.1% | $30.36万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $547.11万 | 0.85% | 116,631 | 2,042 | 1.8% | $9.58万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $544.53万 | 0.85% | 63,889 | 1 | 0.0% | $85 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $517.81万 | 0.81% | 113,431 | -1,764 | -1.5% | -$8.05万 | 减仓 |
| PCY | INVESCO EXCHNG TRADED FD TR | $485.31万 | 0.76% | 232,208 | -9,165 | -3.8% | -$19.15万 | 减仓 |
| TFI | SPDR SER TR | $313.66万 | 0.49% | 69,179 | -2,591 | -3.6% | -$11.75万 | 减仓 |
| IWF | ISHARES TR | $307.06万 | 0.48% | 7,201 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $297.47万 | 0.46% | 102,118 | -53 | -0.1% | -$1,544 | 减仓 |
| SPMD | SPDR SERIES TRUST | $260.32万 | 0.41% | 43,958 | 242 | 0.6% | $1.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $260.04万 | 0.41% | 7,025 | -196 | -2.7% | -$7.26万 | 减仓 |
| CORP | PIMCO ETF TR | $216.36万 | 0.34% | 22,351 | -581 | -2.5% | -$5.62万 | 减仓 |
| SPSM | SPDR SER TR | $209.83万 | 0.33% | 43,425 | 82 | 0.2% | $3,962 | 加仓 |
| QQQ | INVESCO QQQ TR | $193.28万 | 0.30% | 3,349 | 156 | 4.9% | $9.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $179.81万 | 0.28% | 7,356 | 26 | 0.4% | $6,355 | 加仓 |
| SPYD | SPDR SER TR | $175.93万 | 0.27% | 38,649 | 1,407 | 3.8% | $6.40万 | 加仓 |
| SHY | ISHARES TR | $171.36万 | 0.27% | 20,754 | 1,194 | 6.1% | $9.86万 | 加仓 |
| GOOG | ALPHABET INC | $168.96万 | 0.26% | 5,890 | -169 | -2.8% | -$4.85万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $156.06万 | 0.24% | 19,740 | -77 | -0.4% | -$6,088 | 减仓 |
| NVDA | NVIDIA CORPORATION | $151.42万 | 0.24% | 8,683 | 120 | 1.4% | $2.09万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $134.14万 | 0.21% | 6,989 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $124.37万 | 0.19% | 4,228 | 24 | 0.6% | $7,060 | 加仓 |
| GOOGL | ALPHABET INC | $123.91万 | 0.19% | 4,309 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $122.24万 | 0.19% | 50,368 | 317 | 0.6% | $7,694 | 加仓 |
| META | META PLATFORMS INC | $114.25万 | 0.18% | 1,997 | 40 | 2.0% | $2.29万 | 加仓 |
| MRK | MERCK & CO INC | $110.97万 | 0.17% | 9,225 | -21 | -0.2% | -$2,526 | 减仓 |
| VOO | VANGUARD INDEX FDS | $110.27万 | 0.17% | 1,845 | 160 | 9.5% | $9.56万 | 加仓 |
| AMZN | AMAZON COM INC | $101.91万 | 0.16% | 4,893 | -238 | -4.6% | -$4.96万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $100.55万 | 0.16% | 2,302 | -54 | -2.3% | -$2.36万 | 减仓 |
| V | VISA INC | $84.54万 | 0.13% | 2,797 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $83.73万 | 0.13% | 28,881 | -508 | -1.7% | -$1.47万 | 减仓 |
| HD | HOME DEPOT INC | $81.70万 | 0.13% | 2,484 | 560 | 29.1% | $18.42万 | 加仓 |
| CSCO | CISCO SYS INC | $80.62万 | 0.13% | 10,391 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $73.84万 | 0.12% | 24,210 | -27 | -0.1% | -$824 | 减仓 |
| COKE | COCA COLA CONSOLIDATED INC | $70.27万 | 0.11% | 9,240 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $62.92万 | 0.10% | 3,207 | 20 | 0.6% | $3,924 | 加仓 |
| BAC | BANK AMER CORP | $62.77万 | 0.10% | 12,875 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $60.48万 | 0.09% | 6,751 | 6,751 | — | $60.48万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.94万 | 0.09% | 2,741 | -260 | -8.7% | -$5.59万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $57.65万 | 0.09% | 12,636 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $55.33万 | 0.09% | 2,674 | 176 | 7.0% | $3.64万 | 加仓 |
| WMT | WALMART INC | $54.10万 | 0.08% | 4,353 | 197 | 4.7% | $2.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $53.68万 | 0.08% | 1,673 | -65 | -3.7% | -$2.09万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.00万 | 0.08% | 2,186 | 50 | 2.3% | $1.21万 | 加仓 |
| IWD | ISHARES TR | $47.74万 | 0.07% | 2,235 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $46.63万 | 0.07% | 5,020 | 22 | 0.4% | $2,043 | 加仓 |
| AVGO | BROADCOM INC | $46.55万 | 0.07% | 1,504 | 114 | 8.2% | $3.53万 | 加仓 |
| LIN | LINDE PLC | $44.27万 | 0.07% | 893 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $40.57万 | 0.06% | 5,721 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $38.95万 | 0.06% | 2,648 | 150 | 6.0% | $2.21万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $38.34万 | 0.06% | 385 | 20 | 5.5% | $1.99万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $36.30万 | 0.06% | 871 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.98万 | 0.05% | 709 | 10 | 1.4% | $4,792 | 加仓 |
| NFLX | NETFLIX INC | $33.56万 | 0.05% | 3,490 | 70 | 2.0% | $6,731 | 加仓 |
| C | CITIGROUP INC | $33.33万 | 0.05% | 2,939 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $32.71万 | 0.05% | 2,365 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $30.55万 | 0.05% | 2,575 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $30.24万 | 0.05% | 2,360 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $29.94万 | 0.05% | 5,965 | 202 | 3.5% | $1.01万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $29.56万 | 0.05% | 3,652 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $29.34万 | 0.05% | 319 | 25 | 8.5% | $2.30万 | 加仓 |
| — | GE AEROSPACE | $28.97万 | 0.05% | 1,021 | 165 | 19.3% | $4.68万 | 加仓 |
| TSLA | TESLA INC | $28.18万 | 0.04% | 758 | -40 | -5.0% | -$1.49万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $25.89万 | 0.04% | 3,924 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SER TR | $24.04万 | 0.04% | 8,237 | 174 | 2.2% | $5,078 | 加仓 |
| GEV | GE VERNOVA INC | $24.00万 | 0.04% | 275 | 275 | — | $24.00万 | 新建仓 |
| HSY | HERSHEY CO | $22.87万 | 0.04% | 1,100 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $22.57万 | 0.04% | 1,170 | 1,170 | — | $22.57万 | 新建仓 |
| DIS | DISNEY WALT CO | $22.01万 | 0.03% | 2,283 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $21.97万 | 0.03% | 1,513 | 1,513 | — | $21.97万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.97万 | 0.03% | 650 | 650 | — | $21.97万 | 新建仓 |
| FDX | FEDEX CORP | $21.76万 | 0.03% | 611 | 611 | — | $21.76万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.49万 | 0.03% | 2,861 | -64 | -2.2% | -$4,807 | 重新持有 |
| — | ISHARES TR | $21.04万 | 0.03% | 590 | 0 | 0.0% | — | 不变 |