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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $4.89万 | 0.02% | 415 | 3 | 0.7% | $353 | 加仓 |
| VB | VANGUARD INDEX FDS SMALL CP ETF | $4.77万 | 0.02% | 157 | 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 |
| ETR | ENTERGY CORP NEW | $4.74万 | 0.02% | 413 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD UTILITIES ETF | $4.58万 | 0.02% | 234 | 2 | 0.9% | $391 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $4.42万 | 0.02% | 763 | 6 | 0.8% | $347 | 加仓 |
| XEL | XCEL ENERGY INC | $4.33万 | 0.02% | 539 | -96 | -15.1% | -$7,706 | 减仓 |
| VBR | VANGUARD INDEX FDS SM CP VAL ETF | $4.17万 | 0.02% | 172 | 1 | 0.6% | $243 | 加仓 |
| DHR | DANAHER CORP DEL | $4.08万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR ST STR TECHN ETF | $3.98万 | 0.02% | 209 | 1 | 0.5% | $190 | 加仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $3.88万 | 0.02% | 402 | 3 | 0.8% | $290 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $3.85万 | 0.02% | 128 | 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 |
| IVV | ISHARES TR CORE S&P500 ETF | $3.30万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $3.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.04万 | 0.01% | 1,261 | 21 | 1.7% | $506 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $2.95万 | 0.01% | 238 | 2 | 0.8% | $248 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR FUNDAMENTAL US B | $2.76万 | 0.01% | 907 | 4 | 0.4% | $122 | 加仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $2.73万 | 0.01% | 372 | 4 | 1.1% | $294 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $2.62万 | 0.01% | 539 | 4 | 0.7% | $194 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.47万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2.36万 | 0.01% | 1,138 | 12 | 1.1% | $248 | 加仓 |
| EWC | ISHARES INC MSCI CDA ETF | $2.31万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR ST STR DISCR ETF | $2.30万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | $2.25万 | 0.01% | 711 | 148 | 26.3% | $4,692 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR SHT TM US TRES | $2.19万 | 0.01% | 906 | 8 | 0.9% | $193 | 加仓 |
| SSD | SIMPSON MFG INC | $2.16万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2.14万 | 0.01% | 71 | 1 | 1.4% | $302 | 加仓 |
| F | FORD MTR CO | $2.14万 | 0.01% | 1,536 | 13 | 0.9% | $181 | 加仓 |
| VHT | VANGUARD WORLD FD HEALTH CAR ETF | $2.08万 | 0.01% | 70 | 1 | 1.4% | $298 | 加仓 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $2.05万 | 0.01% | 263 | 3 | 1.2% | $233 | 加仓 |
| CCJ | CAMECO CORP | $2.04万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS ST STR PO EX ETF | $2.02万 | 0.01% | 401 | 5 | 1.3% | $252 | 加仓 |
| CRWV | COREWEAVE INC CL A | $1.99万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC MSCI SWITZERLAND | $1.92万 | 0.01% | 306 | -77 | -20.1% | -$4,833 | 减仓 |
| SO | SOUTHERN CO | $1.89万 | 0.01% | 197 | 1 | 0.5% | $96 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $1.80万 | 0.01% | 186 | 3 | 1.6% | $290 | 加仓 |
| VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | $1.72万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.70万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR CORE DIV GRWTH | $1.67万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST MRNGSTR WDE MOAT | $1.66万 | 0.01% | 160 | 160 | — | $1.66万 | 新建仓 |
| EWU | ISHARES TR MSCI UK ETF NEW | $1.62万 | 0.01% | 351 | 5 | 1.4% | $231 | 加仓 |
| CALX | CALIX INC | $1.49万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR ETF | $1.46万 | 0.01% | 430 | 430 | — | $1.46万 | 新建仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $1.45万 | 0.01% | 187 | 187 | — | $1.45万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR FUNDAMENTAL INTL | $1.38万 | 0.01% | 261 | 261 | — | $1.38万 | 新建仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $1.28万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| EWS | ISHARES INC MSCI SINGPOR ETF | $1.21万 | 0.01% | 407 | 6 | 1.5% | $178 | 加仓 |
| QUS | SPDR SERIES TRUST ST STR MSCI USAQ | $1.14万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.12万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.11万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $1.06万 | 0.00% | 325 | 3 | 0.9% | $98 | 加仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $1.01万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST ST STR PR SP1500 | $9,275 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT ETF | $9,098 | 0.00% | 314 | 1 | 0.3% | $29 | 加仓 |
| EMR | EMERSON ELEC CO | $9,019 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $8,856 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $8,785 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST MSCI INFO TECH I | $8,636 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR ST STR FINL ETF | $8,312 | 0.00% | 155 | 1 | 0.6% | $54 | 加仓 |
| AFRM | AFFIRM HLDGS INC CL A | $8,155 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $7,785 | 0.00% | 15 | -10 | -40.0% | -$5,190 | 减仓 |
| — | TIDAL TRUST III NAACP MINO ETF | $7,662 | 0.00% | 126 | 126 | — | $7,662 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR ST STR SVC ETF | $7,326 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $7,229 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $7,092 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,907 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $6,876 | 0.00% | 19 | -63 | -76.8% | -$2.28万 | 减仓 |
| EXC | EXELON CORP | $6,662 | 0.00% | 143 | 1 | 0.7% | $47 | 加仓 |
| CI | THE CIGNA GROUP | $6,577 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $6,517 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $6,327 | 0.00% | 89 | 1 | 1.1% | $71 | 加仓 |
| BIIB | BIOGEN INC | $6,266 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR ISHARES NEW | $6,117 | 0.00% | 81 | 81 | — | $6,117 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $6,054 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $5,863 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD ESG US STK ETF | $5,550 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST ST STR SP600SM C | $5,442 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $5,326 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $5,239 | 0.00% | 213 | -166 | -43.8% | -$4,083 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $4,925 | 0.00% | 82 | -21 | -20.4% | -$1,261 | 减仓 |
| ETSY | ETSY INC | $4,897 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,669 | 0.00% | 7 | -1 | -12.5% | -$667 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $4,548 | 0.00% | 90 | -18 | -16.7% | -$910 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $4,249 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $4,232 | 0.00% | 60 | -16 | -21.1% | -$1,129 | 减仓 |
| NDSN | NORDSON CORP | $4,224 | 0.00% | 14 | -3 | -17.6% | -$905 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $4,166 | 0.00% | 28 | 28 | — | $4,166 | 新建仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $4,075 | 0.00% | 40 | -12 | -23.1% | -$1,222 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $3,662 | 0.00% | 13 | -3 | -18.8% | -$845 | 减仓 |
| GEV | GE VERNOVA INC | $3,534 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN CL A | $3,482 | 0.00% | 40 | -60 | -60.0% | -$5,223 | 减仓 |
| VIS | VANGUARD WORLD FD INDUSTRIAL ETF | $2,940 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $2,676 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $2,399 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $1,932 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $1,892 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD WTR ETF | $1,862 | 0.00% | 17 | 17 | — | $1,862 | 新建仓 |
| GME | GAMESTOP CORP CL A | $1,149 | 0.00% | 52 | 52 | — | $1,149 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $1,061 | 0.00% | 40 | 0 | 0.0% | — | 不变 |