Tower View Wealth Management LLC
SHOREWOOD WI · SEC CIK 0001729045
$1.95亿2026Q1 申报市值
204持仓数
41.8%前十大占比 · 第一大 6.3%
32 / 4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
GS 加仓+$167.52万
UTHR 加仓+$157.61万
EWY 加仓+$156.94万
LRCX 新建仓+$153.19万
AMD 新建仓+$136.40万
2026Q1 卖出最多 按季末市值估算
MRSH 减仓-$295.01万
BMI 清仓-$277.08万
CARR 减仓-$187.00万
TATT 清仓-$156.77万
NVMI 减仓-$136.54万
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 |
|---|---|---|---|---|---|---|---|---|
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -15,887 | -100.0% | -$277.08万 | 清仓 |
| TATT | TAT TECHNOLOGIES LTD ORD NEW | $0 | 0.00% | 0 | -35,102 | -100.0% | -$156.77万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -61 | -100.0% | -$1.61万 | 清仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $0 | 0.00% | 0 | -18 | -100.0% | -$2,477 | 清仓 |
| — | CANOPY GROWTH CORPORATION | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC SER A | $83 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $96 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $251 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC CL A | $519 | 0.00% | 14 | 14 | — | $519 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $830 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $1,404 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $1,443 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A STK | $1,724 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC CL A | $2,068 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $2,397 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $2,478 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD INDUSTRIAL ETF | $2,541 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2,625 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $2,883 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $3,248 | 0.00% | 33 | 33 | — | $3,248 | 新建仓 |
| ETSY | ETSY INC | $3,249 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $4,166 | 0.00% | 78 | 78 | — | $4,166 | 新建仓 |
| NOW | SERVICENOW INC | $4,182 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $4,457 | 0.00% | 52 | 52 | — | $4,457 | 新建仓 |
| ALLE | ALLEGION PLC ORD SHS | $4,504 | 0.00% | 31 | 31 | — | $4,504 | 新建仓 |
| NDSN | NORDSON CORP | $4,524 | 0.00% | 17 | 17 | — | $4,524 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $4,546 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC CL A | $4,582 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST STATE STREET SPD | $4,695 | 0.00% | 50 | 1 | 2.0% | $94 | 加仓 |
| ESGV | VANGUARD WORLD FD ESG US STK ETF | $4,702 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $4,814 | 0.00% | 16 | 16 | — | $4,814 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,841 | 0.00% | 8 | 8 | — | $4,841 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $4,843 | 0.00% | 108 | 108 | — | $4,843 | 新建仓 |
| WRB | BERKLEY W R CORP | $5,038 | 0.00% | 76 | 76 | — | $5,038 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA | $5,296 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $5,314 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $5,317 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $5,372 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $5,486 | 0.00% | 50 | 50 | — | $5,486 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $5,660 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $5,786 | 0.00% | 110 | -40 | -26.7% | -$2,104 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $5,868 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST MSCI INFO TECH I | $6,285 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $6,329 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $6,591 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN CL A | $6,707 | 0.00% | 100 | 100 | — | $6,707 | 新建仓 |
| SPGI | S&P GLOBAL INC | $6,806 | 0.00% | 16 | 16 | — | $6,806 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,924 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $6,942 | 0.00% | 142 | 2 | 1.4% | $98 | 加仓 |
| WMB | WILLIAMS COS INC | $7,028 | 0.00% | 97 | 1 | 1.0% | $72 | 加仓 |
| XLC | SELECT SECTOR SPDR TR STATE STREET COM | $7,561 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR STATE STREET FIN | $7,628 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT ETF | $7,865 | 0.00% | 313 | 1 | 0.3% | $25 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR EMRG MKTEQ ETF | $7,871 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST STATE STREET SPD | $8,054 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $8,255 | 0.00% | 63 | 63 | — | $8,255 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $8,407 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $8,491 | 0.00% | 322 | 2 | 0.6% | $53 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $8,581 | 0.00% | 25 | 25 | — | $8,581 | 新建仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $8,900 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $9,860 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1.04万 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST STATE STREET SPD | $1.04万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.06万 | 0.01% | 40 | 40 | — | $1.06万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $1.09万 | 0.01% | 379 | 4 | 1.1% | $115 | 加仓 |
| — | HONEYWELL INTL INC | $1.11万 | 0.01% | 49 | 49 | — | $1.11万 | 新建仓 |
| EWS | ISHARES INC MSCI SINGPOR ETF | $1.13万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $1.15万 | 0.01% | 59 | -7 | -10.6% | -$1,365 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.18万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $1.24万 | 0.01% | 25 | 25 | — | $1.24万 | 新建仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $1.54万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC CL A | $1.55万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR MSCI UK ETF NEW | $1.58万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.60万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | $1.60万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR CORE MSCI EAFE | $1.66万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | $1.73万 | 0.01% | 563 | 4 | 0.7% | $123 | 加仓 |
| F | FORD MTR CO | $1.76万 | 0.01% | 1,523 | 17 | 1.1% | $196 | 加仓 |
| SSD | SIMPSON MFG INC | $1.77万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS VG TL INTL STK F | $1.79万 | 0.01% | 232 | 232 | — | $1.79万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS STATE STREET SPD | $1.81万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.89万 | 0.01% | 196 | 2 | 1.0% | $193 | 加仓 |
| LOW | LOWES COS INC | $1.89万 | 0.01% | 80 | 68 | 566.7% | $1.61万 | 加仓 |
| VHT | VANGUARD WORLD FD HEALTH CAR ETF | $1.89万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $1.96万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $2.04万 | 0.01% | 260 | -1,241 | -82.7% | -$9.73万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR STATE STREET CON | $2.13万 | 0.01% | 196 | 1 | 0.5% | $109 | 加仓 |
| CCJ | CAMECO CORP | $2.17万 | 0.01% | 200 | 200 | — | $2.17万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR SHT TM US TRES | $2.18万 | 0.01% | 898 | 6 | 0.7% | $146 | 加仓 |
| EWC | ISHARES INC MSCI CDA ETF | $2.19万 | 0.01% | 400 | 400 | — | $2.19万 | 新建仓 |
| EWL | ISHARES INC MSCI SWITZERLAND | $2.25万 | 0.01% | 383 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $2.42万 | 0.01% | 535 | 4 | 0.8% | $181 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR FUNDAMENTAL US B | $2.46万 | 0.01% | 903 | -112 | -11.0% | -$3,048 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $2.53万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $2.71万 | 0.01% | 368 | 2 | 0.5% | $147 | 加仓 |
| XLK | SELECT SECTOR SPDR TR STATE STREET TEC | $2.77万 | 0.01% | 208 | -3 | -1.4% | -$400 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $2.87万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $2.88万 | 0.01% | 82 | 63 | 331.6% | $2.21万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.93万 | 0.02% | 85 | 85 | — | $2.93万 | 新建仓 |
| OSK | OSHKOSH CORP | $2.94万 | 0.02% | 200 | 200 | — | $2.94万 | 新建仓 |