Tower View Wealth Management LLC
SHOREWOOD WI · SEC CIK 0001729045
$2.27亿2026Q2 申报市值
205持仓数
42.7%前十大占比 · 第一大 7.6%
16 / 15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
SXT 新建仓+$218.77万
ASX 新建仓+$198.48万
CBRS 新建仓+$127.72万
ECHO 新建仓+$122.90万
SPCX 新建仓+$56.83万
2026Q2 卖出最多 按季末市值估算
ARM 减仓-$332.66万
EWY 减仓-$177.39万
MRSH 清仓-$173.12万
SPOT 减仓-$164.46万
NVMI 减仓-$159.62万
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 |
|---|---|---|---|---|---|---|---|---|
| CWT | CALIFORNIA WTR SVC GROUP | $2.62万 | 0.01% | 539 | 4 | 0.7% | $194 | 加仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $2.73万 | 0.01% | 372 | 4 | 1.1% | $294 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR FUNDAMENTAL US B | $2.76万 | 0.01% | 907 | 4 | 0.4% | $122 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $2.95万 | 0.01% | 238 | 2 | 0.8% | $248 | 加仓 |
| PFE | PFIZER INC | $3.04万 | 0.01% | 1,261 | 21 | 1.7% | $506 | 加仓 |
| OSK | OSHKOSH CORP | $3.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P500 ETF | $3.30万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST ST STR SP DIV | $3.32万 | 0.01% | 218 | 2 | 0.9% | $304 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $3.85万 | 0.02% | 128 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $3.88万 | 0.02% | 402 | 3 | 0.8% | $290 | 加仓 |
| XLK | SELECT SECTOR SPDR TR ST STR TECHN ETF | $3.98万 | 0.02% | 209 | 1 | 0.5% | $190 | 加仓 |
| DHR | DANAHER CORP DEL | $4.08万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS SM CP VAL ETF | $4.17万 | 0.02% | 172 | 1 | 0.6% | $243 | 加仓 |
| XEL | XCEL ENERGY INC | $4.33万 | 0.02% | 539 | -96 | -15.1% | -$7,706 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $4.42万 | 0.02% | 763 | 6 | 0.8% | $347 | 加仓 |
| VPU | VANGUARD WORLD FD UTILITIES ETF | $4.58万 | 0.02% | 234 | 2 | 0.9% | $391 | 加仓 |
| ETR | ENTERGY CORP NEW | $4.74万 | 0.02% | 413 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR ST STR STAPL ETF | $4.74万 | 0.02% | 571 | 4 | 0.7% | $332 | 加仓 |
| VB | VANGUARD INDEX FDS SMALL CP ETF | $4.77万 | 0.02% | 157 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $4.89万 | 0.02% | 415 | 3 | 0.7% | $353 | 加仓 |
| COP | CONOCOPHILLIPS | $5.15万 | 0.02% | 496 | 4 | 0.8% | $415 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.60万 | 0.02% | 112 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $5.64万 | 0.02% | 694 | 5 | 0.7% | $406 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $6.14万 | 0.03% | 227 | 1 | 0.4% | $270 | 加仓 |
| MGV | VANGUARD WORLD FD MEGA CAP VAL ETF | $6.54万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| — | ALPHA TAU MEDICAL LTD ORDINARY SHARES | $7.00万 | 0.03% | 5,566 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $7.23万 | 0.03% | 324 | 1 | 0.3% | $223 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $7.50万 | 0.03% | 1,900 | 1,900 | — | $7.50万 | 新建仓 |
| SYY | SYSCO CORP | $7.52万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $7.53万 | 0.03% | 1,569 | 9 | 0.6% | $432 | 加仓 |
| MO | ALTRIA GROUP INC | $7.80万 | 0.03% | 1,085 | 16 | 1.5% | $1,151 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $8.01万 | 0.04% | 2,092 | 19 | 0.9% | $728 | 加仓 |
| CVX | CHEVRON CORPORATION | $8.12万 | 0.04% | 490 | 1 | 0.2% | $166 | 加仓 |
| VXUS | VANGUARD STAR FDS VG TL INTL STK F | $8.99万 | 0.04% | 1,051 | 819 | 353.0% | $7.00万 | 加仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $9.24万 | 0.04% | 565 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $9.30万 | 0.04% | 221 | 1 | 0.5% | $421 | 加仓 |
| MDYV | SPDR SERIES TRUST ST STR SP400VAL | $9.42万 | 0.04% | 993 | 5 | 0.5% | $474 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $9.45万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $9.65万 | 0.04% | 2,291 | 18 | 0.8% | $758 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | $9.69万 | 0.04% | 1,226 | 13 | 1.1% | $1,028 | 加仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $10.06万 | 0.04% | 236 | -4 | -1.7% | -$1,705 | 减仓 |
| SHY | ISHARES TR 1 3 YR TREAS BD | $10.21万 | 0.04% | 1,244 | -41 | -3.2% | -$3,366 | 减仓 |
| CME | CME GROUP INC | $10.91万 | 0.05% | 494 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $11.53万 | 0.05% | 1,256 | 2 | 0.2% | $184 | 加仓 |
| PSX | PHILLIPS 66 | $12.06万 | 0.05% | 713 | 4 | 0.6% | $676 | 加仓 |
| PG | PROCTER & GAMBLE CO | $13.87万 | 0.06% | 946 | -1,201 | -55.9% | -$17.61万 | 减仓 |
| GWW | WW GRAINGER INC | $15.24万 | 0.07% | 112 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $15.69万 | 0.07% | 1,700 | -300 | -15.0% | -$2.77万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $16.34万 | 0.07% | 2,836 | 25 | 0.9% | $1,440 | 加仓 |
| IRM | IRON MTN INC DEL | $16.73万 | 0.07% | 1,324 | 10 | 0.8% | $1,264 | 加仓 |
| SYK | STRYKER CORPORATION | $16.97万 | 0.07% | 539 | 2 | 0.4% | $630 | 加仓 |
| MRK | MERCK & CO INC | $17.88万 | 0.08% | 1,391 | 10 | 0.7% | $1,285 | 加仓 |
| BLK | BLACKROCK INC | $19.23万 | 0.08% | 200 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $19.92万 | 0.09% | 2,069 | 440 | 27.0% | $4.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $20.94万 | 0.09% | 566 | 13 | 2.4% | $4,810 | 加仓 |
| NI | NISOURCE INC | $21.83万 | 0.10% | 4,590 | 40 | 0.9% | $1,902 | 加仓 |
| NEE | NEXTERA ENERGY INC | $22.91万 | 0.10% | 2,610 | 3 | 0.1% | $263 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $24.16万 | 0.11% | 951 | -26 | -2.7% | -$6,605 | 减仓 |
| MGEE | MGE ENERGY INC | $28.81万 | 0.13% | 3,534 | -837 | -19.1% | -$6.82万 | 减仓 |
| CAT | CATERPILLAR INC | $31.84万 | 0.14% | 299 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD CONSUM STP ETF | $32.74万 | 0.14% | 1,452 | -49 | -3.3% | -$1.10万 | 减仓 |
| — | EXXON MOBIL CORP | $35.51万 | 0.16% | 2,597 | 6 | 0.2% | $820 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $40.48万 | 0.18% | 788 | 11 | 1.4% | $5,651 | 加仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $45.56万 | 0.20% | 5,655 | -29 | -0.5% | -$2,336 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $56.83万 | 0.25% | 3,326 | 3,326 | — | $56.83万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $58.16万 | 0.26% | 18,447 | 4,761 | 34.8% | $15.01万 | 加仓 |
| PEP | PEPSICO INC | $59.17万 | 0.26% | 4,370 | -551 | -11.2% | -$7.46万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $60.79万 | 0.27% | 1,324 | -3,582 | -73.0% | -$164.46万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $62.35万 | 0.27% | 3,946 | -18 | -0.5% | -$2,844 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP | $66.72万 | 0.29% | 949 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $74.65万 | 0.33% | 10,178 | -1,342 | -11.6% | -$9.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $82.59万 | 0.36% | 1,203 | 7 | 0.6% | $4,806 | 加仓 |
| UNP | UNION PAC CORP | $114.17万 | 0.50% | 4,197 | -333 | -7.4% | -$9.06万 | 减仓 |
| NFLX | NETFLIX INC. | $115.36万 | 0.51% | 16,157 | -30 | -0.2% | -$2,142 | 减仓 |
| ORCL | ORACLE CORP | $117.23万 | 0.52% | 7,999 | -117 | -1.4% | -$1.71万 | 减仓 |
| ABBV | ABBVIE INC | $117.27万 | 0.52% | 4,660 | -1,241 | -21.0% | -$31.23万 | 减仓 |
| ECHO | ECHOSTAR CORP CL A | $122.90万 | 0.54% | 12,108 | 12,108 | — | $122.90万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC CL A | $127.72万 | 0.56% | 5,779 | 5,779 | — | $127.72万 | 新建仓 |
| BIDU | BAIDU INC SPON ADR REP A | $131.86万 | 0.58% | 11,537 | 42 | 0.4% | $4,800 | 加仓 |
| WMT | WALMART INC | $133.85万 | 0.59% | 11,818 | 411 | 3.6% | $4.65万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $162.87万 | 0.72% | 3,006 | 273 | 10.0% | $14.79万 | 加仓 |
| MCD | MCDONALDS CORP | $180.85万 | 0.80% | 6,690 | -4,913 | -42.3% | -$132.81万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $198.48万 | 0.87% | 43,990 | 43,990 | — | $198.48万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $207.08万 | 0.91% | 1,794 | -54 | -2.9% | -$6.23万 | 减仓 |
| CSCO | CISCO SYS INC | $217.37万 | 0.96% | 18,506 | -244 | -1.3% | -$2.87万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $218.77万 | 0.96% | 17,744 | 17,744 | — | $218.77万 | 新建仓 |
| HD | HOME DEPOT INC | $223.72万 | 0.98% | 6,343 | -861 | -12.0% | -$30.37万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $227.19万 | 1.00% | 5,713 | 41 | 0.7% | $1.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $233.18万 | 1.03% | 2,306 | 236 | 11.4% | $23.86万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $294.75万 | 1.30% | 8,313 | -9,382 | -53.0% | -$332.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $302.62万 | 1.33% | 9,245 | -512 | -5.2% | -$16.76万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $315.62万 | 1.39% | 7,284 | 114 | 1.6% | $4.94万 | 加仓 |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | $327.04万 | 1.44% | 10,677 | 35 | 0.3% | $1.07万 | 加仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $334.52万 | 1.47% | 27,988 | -196 | -0.7% | -$2.34万 | 减仓 |
| APH | AMPHENOL CORP CL A | $339.43万 | 1.49% | 19,251 | 2,263 | 13.3% | $39.90万 | 加仓 |
| ADI | ANALOG DEVICES INC | $341.26万 | 1.50% | 8,592 | -266 | -3.0% | -$10.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $341.81万 | 1.50% | 5,884 | -821 | -12.2% | -$47.69万 | 减仓 |
| AVGO | BROADCOM INC | $346.89万 | 1.53% | 9,183 | 97 | 1.1% | $3.66万 | 加仓 |
| ETN | EATON CORP PLC SHS | $349.97万 | 1.54% | 8,213 | -7 | -0.1% | -$2,983 | 减仓 |
| VBK | VANGUARD INDEX FDS SML CP GRW ETF | $364.29万 | 1.60% | 9,962 | -11 | -0.1% | -$4,023 | 减仓 |