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 |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST STATE STREET SPD | $3.16万 | 0.02% | 216 | 1 | 0.5% | $146 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $3.17万 | 0.02% | 128 | 128 | — | $3.17万 | 新建仓 |
| T | AT&T INC | $3.26万 | 0.02% | 1,126 | 11 | 1.0% | $319 | 加仓 |
| PFE | PFIZER INC | $3.48万 | 0.02% | 1,240 | 19 | 1.6% | $534 | 加仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $3.54万 | 0.02% | 399 | 304 | 320.0% | $2.70万 | 加仓 |
| VBR | VANGUARD INDEX FDS SM CP VAL ETF | $3.71万 | 0.02% | 171 | 171 | — | $3.71万 | 新建仓 |
| — | ALPHA TAU MEDICAL LTD ORDINARY SHARES | $3.94万 | 0.02% | 5,566 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $4.06万 | 0.02% | 214 | -14 | -6.1% | -$2,654 | 减仓 |
| VB | VANGUARD INDEX FDS SMALL CP ETF | $4.11万 | 0.02% | 157 | 1 | 0.6% | $262 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $4.36万 | 0.02% | 757 | 7 | 0.9% | $403 | 加仓 |
| VPU | VANGUARD WORLD FD UTILITIES ETF | $4.61万 | 0.02% | 232 | 151 | 186.4% | $3.00万 | 加仓 |
| ETR | ENTERGY CORP NEW | $4.64万 | 0.02% | 413 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR STATE STREET CON | $4.65万 | 0.02% | 567 | 3 | 0.5% | $246 | 加仓 |
| BX | BLACKSTONE INC | $4.73万 | 0.02% | 412 | 5 | 1.2% | $574 | 加仓 |
| XEL | XCEL ENERGY INC | $5.04万 | 0.03% | 635 | 4 | 0.6% | $318 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.48万 | 0.03% | 112 | -11 | -8.9% | -$5,384 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $5.58万 | 0.03% | 689 | 6 | 0.9% | $486 | 加仓 |
| MGV | VANGUARD WORLD FD MEGA CAP VAL ETF | $5.80万 | 0.03% | 400 | 400 | — | $5.80万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $5.87万 | 0.03% | 226 | 2 | 0.9% | $520 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $6.19万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $6.42万 | 0.03% | 900 | 900 | — | $6.42万 | 新建仓 |
| COP | CONOCOPHILLIPS | $6.49万 | 0.03% | 492 | 3 | 0.6% | $396 | 加仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $6.70万 | 0.03% | 565 | 565 | — | $6.70万 | 新建仓 |
| MO | ALTRIA GROUP INC | $7.06万 | 0.04% | 1,069 | 19 | 1.8% | $1,254 | 加仓 |
| FAST | FASTENAL CO | $7.24万 | 0.04% | 1,560 | 8 | 0.5% | $371 | 加仓 |
| WM | WASTE MGMT INC DEL | $7.42万 | 0.04% | 323 | 1 | 0.3% | $230 | 加仓 |
| TSLA | TESLA INC | $8.18万 | 0.04% | 220 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $8.35万 | 0.04% | 2,073 | 18 | 0.9% | $725 | 加仓 |
| MDYV | SPDR SERIES TRUST STATE STREET SPD | $8.41万 | 0.04% | 988 | 4 | 0.4% | $341 | 加仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $8.91万 | 0.05% | 240 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | $9.61万 | 0.05% | 1,213 | -266 | -18.0% | -$2.11万 | 减仓 |
| CVX | CHEVRON CORPORATION | $10.12万 | 0.05% | 489 | 415 | 560.8% | $8.59万 | 加仓 |
| SHY | ISHARES TR 1 3 YR TREAS BD | $10.61万 | 0.05% | 1,285 | 132 | 11.4% | $1.09万 | 加仓 |
| CG | CARLYLE GROUP INC | $11.00万 | 0.06% | 2,273 | 15 | 0.7% | $726 | 加仓 |
| KKR | KKR & CO INC | $11.60万 | 0.06% | 1,254 | 3 | 0.2% | $277 | 加仓 |
| GWW | WW GRAINGER INC | $12.22万 | 0.06% | 112 | 6 | 5.7% | $6,545 | 加仓 |
| PSX | PHILLIPS 66 | $12.92万 | 0.07% | 709 | 144 | 25.5% | $2.62万 | 加仓 |
| IRM | IRON MTN INC DEL | $13.42万 | 0.07% | 1,314 | 14 | 1.1% | $1,429 | 加仓 |
| CME | CME GROUP INC | $14.59万 | 0.07% | 494 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $15.70万 | 0.08% | 1,629 | 10 | 0.6% | $964 | 加仓 |
| MRK | MERCK & CO INC | $16.62万 | 0.09% | 1,381 | 10 | 0.7% | $1,203 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $17.05万 | 0.09% | 2,811 | 26 | 0.9% | $1,577 | 加仓 |
| SYK | STRYKER CORPORATION | $17.66万 | 0.09% | 537 | 1 | 0.2% | $329 | 加仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $17.75万 | 0.09% | 553 | 20 | 3.8% | $6,421 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $18.80万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $19.23万 | 0.10% | 200 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.18万 | 0.11% | 299 | 34 | 12.8% | $2.41万 | 加仓 |
| NI | NISOURCE INC | $21.23万 | 0.11% | 4,550 | 4,550 | — | $21.23万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $23.88万 | 0.12% | 977 | 143 | 17.1% | $3.50万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.22万 | 0.12% | 2,607 | 100 | 4.0% | $9,290 | 加仓 |
| PG | PROCTER & GAMBLE CO | $31.01万 | 0.16% | 2,147 | -1,943 | -47.5% | -$28.06万 | 减仓 |
| VDC | VANGUARD WORLD FD CONSUM STP ETF | $33.71万 | 0.17% | 1,501 | -144 | -8.8% | -$3.23万 | 减仓 |
| MGEE | MGE ENERGY INC | $33.78万 | 0.17% | 4,371 | -654 | -13.0% | -$5.05万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $38.82万 | 0.20% | 777 | 53 | 7.3% | $2.65万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $39.42万 | 0.20% | 13,686 | -7,747 | -36.1% | -$22.31万 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $40.81万 | 0.21% | 1,421 | -1 | -0.1% | -$287 | 减仓 |
| — | EXXON MOBIL CORP | $43.95万 | 0.23% | 2,591 | 621 | 31.5% | $10.53万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP | $58.51万 | 0.30% | 949 | -4 | -0.4% | -$2,466 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $58.71万 | 0.30% | 3,964 | 311 | 8.5% | $4.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $62.43万 | 0.32% | 1,848 | 1,848 | — | $62.43万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $64.87万 | 0.33% | 11,520 | -33,209 | -74.2% | -$187.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $71.47万 | 0.37% | 1,196 | -3 | -0.3% | -$1,793 | 减仓 |
| PEP | PEPSICO INC | $76.42万 | 0.39% | 4,921 | -1,963 | -28.5% | -$30.48万 | 减仓 |
| UNP | UNION PAC CORP | $109.91万 | 0.56% | 4,530 | -1,037 | -18.6% | -$25.16万 | 减仓 |
| ORCL | ORACLE CORP | $119.40万 | 0.61% | 8,116 | -12 | -0.1% | -$1,765 | 减仓 |
| BIDU | BAIDU INC SPON ADR REP A | $128.08万 | 0.66% | 11,495 | 1,031 | 9.9% | $11.49万 | 加仓 |
| ABBV | ABBVIE INC | $128.35万 | 0.66% | 5,901 | 974 | 19.8% | $21.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $136.40万 | 0.70% | 6,705 | 6,705 | — | $136.40万 | 新建仓 |
| WMT | WALMART INC | $141.76万 | 0.73% | 11,407 | 2,266 | 24.8% | $28.16万 | 加仓 |
| CSCO | CISCO SYS INC | $145.48万 | 0.75% | 18,750 | 2,408 | 14.7% | $18.68万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $153.19万 | 0.79% | 7,170 | 7,170 | — | $153.19万 | 新建仓 |
| NFLX | NETFLIX INC. | $155.64万 | 0.80% | 16,187 | 12 | 0.1% | $1,154 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $162.06万 | 0.83% | 2,733 | 2,658 | 3,544.0% | $157.61万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $173.12万 | 0.89% | 9,981 | -17,008 | -63.0% | -$295.01万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $175.14万 | 0.90% | 2,070 | 1,980 | 2,200.0% | $167.52万 | 加仓 |
| APH | AMPHENOL CORP CL A | $214.65万 | 1.10% | 16,988 | -298 | -1.7% | -$3.77万 | 减仓 |
| HD | HOME DEPOT INC | $236.92万 | 1.22% | 7,204 | -1,820 | -20.2% | -$59.85万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $237.90万 | 1.22% | 4,906 | -186 | -3.7% | -$9.02万 | 减仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $245.82万 | 1.26% | 3,523 | 63 | 1.8% | $4.40万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $261.47万 | 1.34% | 5,672 | -201 | -3.4% | -$9.27万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $267.69万 | 1.37% | 17,695 | -2,457 | -12.2% | -$37.17万 | 减仓 |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | $273.87万 | 1.41% | 10,642 | 226 | 2.2% | $5.82万 | 加仓 |
| AVGO | BROADCOM INC | $281.23万 | 1.44% | 9,086 | 772 | 9.3% | $23.89万 | 加仓 |
| ADI | ANALOG DEVICES INC | $281.80万 | 1.45% | 8,858 | -106 | -1.2% | -$3.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $287.01万 | 1.47% | 9,757 | 98 | 1.0% | $2.88万 | 加仓 |
| ETN | EATON CORP PLC SHS | $294.00万 | 1.51% | 8,220 | -240 | -2.8% | -$8.58万 | 减仓 |
| VBK | VANGUARD INDEX FDS SML CP GRW ETF | $301.43万 | 1.55% | 9,973 | 170 | 1.7% | $5.14万 | 加仓 |
| EWY | ISHARES INC MSCI STH KOR ETF | $342.56万 | 1.76% | 27,848 | 12,758 | 84.5% | $156.94万 | 加仓 |
| MCD | MCDONALDS CORP | $360.62万 | 1.85% | 11,603 | -563 | -4.6% | -$17.50万 | 减仓 |
| DRS | LEONARDO DRS INC | $406.83万 | 2.09% | 91,381 | -4,069 | -4.3% | -$18.12万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $424.49万 | 2.18% | 19,738 | 266 | 1.4% | $5.72万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $451.27万 | 2.32% | 27,294 | -2,774 | -9.2% | -$45.86万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $487.84万 | 2.50% | 5,449 | -269 | -4.7% | -$24.08万 | 减仓 |
| GRMN | GARMIN LTD SHS | $491.52万 | 2.52% | 21,185 | -1,217 | -5.4% | -$28.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $514.34万 | 2.64% | 7,909 | 33 | 0.4% | $2.15万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $531.69万 | 2.73% | 18,490 | -648 | -3.4% | -$18.63万 | 减仓 |
| V | VISA INC CL A | $562.73万 | 2.89% | 18,619 | -521 | -2.7% | -$15.75万 | 减仓 |
| AMZN | AMAZON COM INC | $618.40万 | 3.17% | 29,692 | -685 | -2.3% | -$14.27万 | 减仓 |
| NVMI | NOVA LTD | $619.11万 | 3.18% | 14,256 | -3,144 | -18.1% | -$136.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $651.19万 | 3.34% | 6,535 | -326 | -4.8% | -$32.48万 | 减仓 |