Towercrest Capital Management
NEWTOWN PA · SEC CIK 0001633288
$7.17亿2026Q2 申报市值
110持仓数
55.9%前十大占比 · 第一大 11.8%
12 / 5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
IVV 加仓+$691.87万
LQD 加仓+$393.08万
IEFA 加仓+$360.22万
AGG 加仓+$347.33万
EMB 加仓+$165.93万
2026Q2 卖出最多 按季末市值估算
SCHZ 减仓-$134.27万
FLRN 减仓-$133.65万
SCHD 减仓-$97.83万
VUG 减仓-$81.53万
VTV 清仓-$62.92万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8,494.88万 | 11.84% | 113,426 | 9,238 | 8.9% | $691.87万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $6,541.45万 | 9.12% | 2,222,715 | 46,357 | 2.1% | $136.43万 | 加仓 |
| AGG | ISHARES TR | $4,387.96万 | 6.12% | 443,414 | 35,099 | 8.6% | $347.33万 | 加仓 |
| HYG | ISHARES TR | $3,847.07万 | 5.36% | 481,066 | 18,435 | 4.0% | $147.42万 | 加仓 |
| LQD | ISHARES TR | $3,569.87万 | 4.98% | 327,308 | 36,040 | 12.4% | $393.08万 | 加仓 |
| IEFA | ISHARES TR | $3,203.10万 | 4.46% | 331,636 | 37,296 | 12.7% | $360.22万 | 加仓 |
| IEMG | ISHARES TR | $2,863.26万 | 3.99% | 345,719 | 14,903 | 4.5% | $123.43万 | 加仓 |
| FLOT | ISHARES TR | $2,692.92万 | 3.75% | 527,506 | -9,703 | -1.8% | -$49.53万 | 减仓 |
| EMB | ISHARES TR | $2,305.27万 | 3.21% | 239,041 | 17,206 | 7.8% | $165.93万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,212.92万 | 3.08% | 956,732 | -58,051 | -5.7% | -$134.27万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,188.84万 | 3.05% | 790,195 | 1,727 | 0.2% | $4.78万 | 加仓 |
| IJH | ISHARES TR | $1,838.76万 | 2.56% | 238,477 | 8,197 | 3.6% | $63.20万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,728.31万 | 2.41% | 476,643 | -13,898 | -2.8% | -$50.39万 | 减仓 |
| FLRN | SPDR SER TR | $1,670.54万 | 2.33% | 541,503 | -43,321 | -7.4% | -$133.65万 | 减仓 |
| IJR | ISHARES TR | $1,566.41万 | 2.18% | 105,624 | 4,163 | 4.1% | $61.74万 | 加仓 |
| MUB | ISHARES TR | $1,559.81万 | 2.17% | 144,937 | 4,984 | 3.6% | $53.64万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,527.25万 | 2.13% | 173,788 | 5,430 | 3.2% | $47.72万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,343.58万 | 1.87% | 364,410 | -11,783 | -3.1% | -$43.44万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,200.40万 | 1.67% | 414,502 | 9,822 | 2.4% | $28.44万 | 加仓 |
| ITOT | ISHARES TR | $1,184.57万 | 1.65% | 72,112 | 6,339 | 9.6% | $104.13万 | 加仓 |
| SPY | SPDR TR S&P 500 ETF TR | $1,089.21万 | 1.52% | 14,586 | 407 | 2.9% | $30.39万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,064.71万 | 1.48% | 294,689 | -16,062 | -5.2% | -$58.03万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $997.45万 | 1.39% | 390,850 | -479 | -0.1% | -$1.22万 | 减仓 |
| AAPL | APPLE INC | $975.91万 | 1.36% | 33,727 | -399 | -1.2% | -$11.55万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $803.42万 | 1.12% | 240,113 | 18,727 | 8.5% | $62.66万 | 加仓 |
| SHYG | ISHARES TR | $743.55万 | 1.04% | 175,323 | -258 | -0.1% | -$1.09万 | 减仓 |
| DGRO | ISHARES TR | $740.32万 | 1.03% | 97,675 | 8,685 | 9.8% | $65.83万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $605.82万 | 0.84% | 116,999 | 368 | 0.3% | $1.91万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $592.99万 | 0.83% | 117,680 | 4,249 | 3.7% | $21.41万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $585.75万 | 0.82% | 63,891 | 2 | 0.0% | $183 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $569.46万 | 0.79% | 179,585 | -30,853 | -14.7% | -$97.83万 | 减仓 |
| PCY | INVESCO EXCHNG TRADED FD TR | $458.68万 | 0.64% | 211,860 | -20,348 | -8.8% | -$44.05万 | 减仓 |
| IWF | ISHARES TR | $357.67万 | 0.50% | 28,805 | 1 | 0.0% | $124 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $345.45万 | 0.48% | 102,084 | -34 | -0.0% | -$1,151 | 减仓 |
| SPMD | SPDR SERIES TRUST | $293.94万 | 0.41% | 43,507 | -451 | -1.0% | -$3.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $261.75万 | 0.36% | 7,017 | -8 | -0.1% | -$2,984 | 减仓 |
| TFI | SPDR SER TR | $256.24万 | 0.36% | 55,947 | -13,232 | -19.1% | -$60.60万 | 减仓 |
| SPSM | SPDR SER TR | $246.17万 | 0.34% | 42,686 | -739 | -1.7% | -$4.26万 | 减仓 |
| GOOG | ALPHABET INC | $208.11万 | 0.29% | 5,890 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $190.58万 | 0.27% | 2,588 | -761 | -22.7% | -$56.04万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $188.31万 | 0.26% | 20,742 | 1,002 | 5.1% | $9.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $186.83万 | 0.26% | 7,357 | 1 | 0.0% | $254 | 加仓 |
| SHY | ISHARES TR | $180.58万 | 0.25% | 21,993 | 1,239 | 6.0% | $10.17万 | 加仓 |
| SPYD | SPDR SER TR | $177.99万 | 0.25% | 37,307 | -1,342 | -3.5% | -$6.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $173.99万 | 0.24% | 8,696 | 13 | 0.1% | $2,601 | 加仓 |
| CORP | PIMCO ETF TR | $161.89万 | 0.23% | 16,707 | -5,644 | -25.3% | -$54.69万 | 减仓 |
| GOOGL | ALPHABET INC | $154.71万 | 0.22% | 4,329 | 20 | 0.5% | $7,147 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $148.71万 | 0.21% | 6,989 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $128.87万 | 0.18% | 1,876 | 31 | 1.7% | $2.13万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $122.12万 | 0.17% | 50,588 | 220 | 0.4% | $5,311 | 加仓 |
| MRK | MERCK & CO INC | $118.54万 | 0.17% | 9,225 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $118.23万 | 0.16% | 3,612 | -616 | -14.6% | -$20.16万 | 减仓 |
| AMZN | AMAZON COM INC | $116.62万 | 0.16% | 4,893 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $115.01万 | 0.16% | 9,791 | -600 | -5.8% | -$7.05万 | 减仓 |
| META | META PLATFORMS INC | $111.93万 | 0.16% | 1,987 | -10 | -0.5% | -$5,633 | 减仓 |
| V | VISA INC | $95.96万 | 0.13% | 2,797 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $87.61万 | 0.12% | 2,484 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $84.28万 | 0.12% | 24,210 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONSOLIDATED INC | $74.28万 | 0.10% | 9,140 | -100 | -1.1% | -$8,127 | 减仓 |
| BAC | BANK AMER CORP | $73.36万 | 0.10% | 12,875 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $67.45万 | 0.09% | 6,601 | -150 | -2.2% | -$1.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.85万 | 0.09% | 2,741 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $62.59万 | 0.09% | 1,691 | 18 | 1.1% | $6,662 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.49万 | 0.09% | 2,187 | 1 | 0.0% | $281 | 加仓 |
| T | AT&T INC | $59.88万 | 0.08% | 28,926 | 45 | 0.2% | $931 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $57.48万 | 0.08% | 12,636 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $56.51万 | 0.08% | 1,496 | -8 | -0.5% | -$3,022 | 减仓 |
| IWD | ISHARES TR | $52.96万 | 0.07% | 2,185 | -50 | -2.2% | -$1.21万 | 减仓 |
| WMT | WALMART INC | $49.87万 | 0.07% | 4,403 | 50 | 1.1% | $5,663 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $46.88万 | 0.07% | 5,721 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $46.34万 | 0.06% | 893 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $44.34万 | 0.06% | 195 | 195 | — | $44.34万 | 新建仓 |
| CVX | CHEVRON CORP NEW | $43.08万 | 0.06% | 2,599 | -75 | -2.8% | -$1.24万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.78万 | 0.06% | 871 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $41.13万 | 0.06% | 2,939 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $40.44万 | 0.06% | 2,958 | 2,958 | — | $40.44万 | 新建仓 |
| ORCL | ORACLE CORP | $38.81万 | 0.05% | 2,648 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $37.66万 | 0.05% | 314 | -5 | -1.6% | -$5,997 | 减仓 |
| — | GE AEROSPACE | $37.60万 | 0.05% | 1,006 | -15 | -1.5% | -$5,606 | 减仓 |
| VUG | VANGUARD INDEX FDS | $37.45万 | 0.05% | 4,347 | -9,465 | -68.5% | -$81.53万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $37.43万 | 0.05% | 586 | 586 | — | $37.43万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $37.37万 | 0.05% | 4,257 | -763 | -15.2% | -$6.70万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $37.12万 | 0.05% | 2,365 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $36.01万 | 0.05% | 385 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.48万 | 0.05% | 709 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $34.55万 | 0.05% | 2,360 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $32.31万 | 0.05% | 275 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $32.00万 | 0.04% | 770 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.04万 | 0.04% | 650 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $29.64万 | 0.04% | 3,652 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $29.08万 | 0.04% | 674 | 674 | — | $29.08万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $28.23万 | 0.04% | 3,924 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $26.59万 | 0.04% | 1,904 | 1,904 | — | $26.59万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.81万 | 0.04% | 3,082 | 221 | 7.7% | $1.85万 | 加仓 |
| PFE | PFIZER INC | $25.52万 | 0.04% | 10,599 | 10,599 | — | $25.52万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.31万 | 0.04% | 5,978 | 13 | 0.2% | $550 | 加仓 |
| NFLX | NETFLIX INC | $24.92万 | 0.03% | 3,490 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $24.50万 | 0.03% | 1,513 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SER TR | $24.26万 | 0.03% | 8,361 | 124 | 1.5% | $3,597 | 加仓 |
| — | ISHARES TR | $24.16万 | 0.03% | 590 | 0 | 0.0% | — | 不变 |