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 |
|---|---|---|---|---|---|---|---|---|
| EWY | ISHARES INC MSCI STH KOR ETF | $384.87万 | 1.69% | 19,062 | -8,786 | -31.5% | -$177.39万 | 减仓 |
| DRS | LEONARDO DRS INC | $392.29万 | 1.73% | 91,935 | 554 | 0.6% | $2.36万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $437.67万 | 1.92% | 24,193 | -3,101 | -11.4% | -$56.10万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $471.82万 | 2.07% | 19,940 | 202 | 1.0% | $4.78万 | 加仓 |
| GRMN | GARMIN LTD SHS | $502.71万 | 2.21% | 21,163 | -22 | -0.1% | -$5,226 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $530.06万 | 2.33% | 5,419 | -30 | -0.6% | -$2.93万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $591.09万 | 2.60% | 7,915 | 6 | 0.1% | $4,481 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $603.49万 | 2.65% | 6,451 | -84 | -1.3% | -$7.86万 | 减仓 |
| NVMI | NOVA LTD | $614.39万 | 2.70% | 11,316 | -2,940 | -20.6% | -$159.62万 | 减仓 |
| V | VISA INC CL A | $634.51万 | 2.79% | 18,494 | -125 | -0.7% | -$4.29万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $655.13万 | 2.88% | 18,332 | -158 | -0.9% | -$5.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $673.21万 | 2.96% | 18,048 | 50 | 0.3% | $1.87万 | 加仓 |
| AMZN | AMAZON COM INC | $708.18万 | 3.11% | 29,713 | 21 | 0.1% | $5,005 | 加仓 |
| PWR | QUANTA SVCS INC | $818.74万 | 3.60% | 11,371 | -1,553 | -12.0% | -$111.82万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $908.25万 | 3.99% | 25,705 | -53 | -0.2% | -$1.87万 | 减仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $927.82万 | 4.08% | 107,710 | 682 | 0.6% | $5.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,038.85万 | 4.57% | 51,919 | 486 | 0.9% | $9.72万 | 加仓 |
| SPYM | SPDR SERIES TRUST ST STR P500ETF | $1,120.00万 | 4.93% | 127,446 | 3,394 | 2.7% | $29.83万 | 加仓 |
| LLY | ELI LILLY & CO | $1,147.63万 | 5.05% | 9,568 | -102 | -1.1% | -$12.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $1,722.45万 | 7.57% | 36,067 | -512 | -1.4% | -$24.45万 | 减仓 |