13F 机构持仓

Tower Wealth Partners, Inc.

LEWISBURG PA · SEC CIK 0001852808

2026Q22026Q1 更早 9 个季度 🔒
$2.03亿2026Q2 申报市值
101持仓数
69.8%前十大占比 · 第一大 11.6%
16 / 4新建仓 / 清仓
申报市值走势$2.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYG 11.6%
RECS 10.9%
VICTORY PORTFO 9.4%
JAAA 8.4%
IJH 7.2%
BUFR 6.4%
DIVO 5.6%
PVAL 4.7%
EDIV 3.5%
FBND 2.0%

2026Q2 买入最多 按季末市值估算

PVAL 加仓+$61.43万
MU 新建仓+$53.44万
FBND 加仓+$42.78万
VTI 加仓+$36.89万
SGOV 新建仓+$34.40万

2026Q2 卖出最多 按季末市值估算

CRWD 重新持有-$42.81万
MDT 清仓-$33.88万
LLY 清仓-$32.74万
VICTORY PORTFOLI 减仓-$28.93万
PLTR 清仓-$28.00万

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
SPYG SPDR SERIES TRUST $2,355.36万11.63%197,946 -321-0.2% -$3.82万 减仓
RECS COLUMBIA ETF TR I $2,212.97万10.93%511,314 5,2261.0% $22.62万 加仓
— VICTORY PORTFOLIOS II $1,898.29万9.37%317,448 -4,838-1.5% -$28.93万 减仓
JAAA JANUS DETROIT STR TR $1,709.90万8.44%338,662 -3,049-0.9% -$15.39万 减仓
IJH ISHARES TR $1,458.13万7.20%189,098 -1,129-0.6% -$8.71万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $1,299.33万6.41%355,689 -3,796-1.1% -$13.87万 减仓
DIVO AMPLIFY ETF TR $1,135.98万5.61%248,573 -1,022-0.4% -$4.67万 减仓
PVAL PUTNAM ETF TRUST $956.91万4.72%187,813 12,0566.9% $61.43万 加仓
EDIV SPDR INDEX SHS FDS $708.18万3.50%172,907 3,7022.2% $15.16万 加仓
FBND FIDELITY MERRIMACK STR TR $410.88万2.03%90,323 9,40411.6% $42.78万 加仓
VTI VANGUARD INDEX FDS $399.79万1.97%10,804 99710.2% $36.89万 加仓
QQQ INVESCO QQQ TR $333.45万1.65%4,528 3468.3% $25.48万 加仓
AAPL APPLE INC $321.62万1.59%11,115 -287-2.5% -$8.30万 减仓
— EXXON MOBIL CORP $204.92万1.01%14,988 3562.4% $4.87万 加仓
OUNZ VANECK MERK GOLD ETF $204.15万1.01%52,903 4,3569.0% $16.81万 加仓
AVUV AMERICAN CENTY ETF TR $203.26万1.00%16,292 1,3659.1% $17.03万 加仓
SHY ISHARES TR $186.65万0.92%22,732 7853.6% $6.45万 加仓
REGL PROSHARES TR $174.02万0.86%19,004 2,33414.0% $21.37万 加仓
IDMO INVESCO EXCH TRADED FD TR II $162.89万0.80%27,018 2,87811.9% $17.35万 加仓
MSFT MICROSOFT CORP $139.91万0.69%3,751 581.6% $2.16万 加仓
PG PROCTER & GAMBLE CO $131.43万0.65%8,963 -6-0.1% -$880 减仓
GOOGL ALPHABET INC $126.87万0.63%3,550 581.7% $2.07万 加仓
PPL PPL CORP $126.44万0.62%34,783 00.0% — 不变
HD HOME DEPOT INC $120.83万0.60%3,426 -244-6.6% -$8.61万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $108.65万0.54%2,275 1225.7% $5.83万 加仓
GLW CORNING INC $107.43万0.53%4,206 3489.0% $8.89万 加仓
FLEX FLEX LTD $89.11万0.44%5,498 -1,678-23.4% -$27.20万 减仓
AMZN AMAZON COM INC $87.11万0.43%3,655 -112-3.0% -$2.67万 减仓
APH AMPHENOL CORP $83.68万0.41%4,746 1473.2% $2.59万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $78.96万0.39%1,578 -73-4.4% -$3.65万 减仓
GS GOLDMAN SACHS GROUP INC $74.23万0.37%734 -41-5.3% -$4.15万 减仓
NVDA NVIDIA CORPORATION $72.55万0.36%3,626 1,22050.7% $24.41万 加仓
JNJ JOHNSON & JOHNSON $71.57万0.35%2,818 -225-7.4% -$5.71万 减仓
CAT CATERPILLAR INC $69.96万0.35%657 -2-0.3% -$2,130 减仓
CVX CHEVRON CORPORATION $68.99万0.34%4,162 2556.5% $4.23万 加仓
AVGO BROADCOM INC $66.14万0.33%1,751 975.9% $3.66万 加仓
MCD MCDONALDS CORP $62.66万0.31%2,318 401.8% $1.08万 加仓
MRK MERCK & CO INC $60.17万0.30%4,683 1593.5% $2.04万 加仓
JPM JPMORGAN CHASE & CO $59.51万0.29%1,818 402.2% $1.31万 加仓
IBM INTERNATIONAL BUSINESS MACHS $58.21万0.29%2,070 -160-7.2% -$4.50万 减仓
V VISA INC $57.84万0.29%1,686 -291-14.7% -$9.98万 减仓
CME CME GROUP INC $57.68万0.28%2,612 59829.7% $13.21万 加仓
IYR ISHARES TR $55.94万0.28%5,471 51610.4% $5.28万 加仓
TY TRI CONTL CORP $54.98万0.27%15,973 3692.4% $1.27万 加仓
MU MICRON TECHNOLOGY INC $53.44万0.26%463 463— $53.44万 新建仓
TJX TJX COS INC NEW $52.15万0.26%3,442 210.6% $3,182 加仓
XSVN BONDBLOXX ETF TRUST $51.96万0.26%10,992 1,17712.0% $5.56万 加仓
STRL STERLING INFRASTRUCTURE INC $50.95万0.25%607 152.5% $1.26万 加仓
OKE ONEOK INC NEW $50.85万0.25%5,849 1332.3% $1.16万 加仓
NLR VANECK ETF TRUST $49.55万0.24%4,272 69419.4% $8.05万 加仓
T AT&T INC $49.48万0.24%23,904 3901.7% $8,073 加仓
AMGN AMGEN INC $48.27万0.24%1,333 796.3% $2.86万 加仓
AXP AMERICAN EXPRESS CO $45.46万0.22%1,344 -268-16.6% -$9.07万 减仓
ABBV ABBVIE INC $44.54万0.22%1,770 17711.1% $4.45万 加仓
WMB WILLIAMS COS INC $42.76万0.21%5,752 10.0% $74 加仓
ASML ASML HLDG NV $40.19万0.20%202 52.5% $9,947 加仓
BIL SPDR SERIES TRUST $39.62万0.20%4,323 93127.4% $8.53万 加仓
RTX RTX CORPORATION $38.63万0.19%2,036 -871-30.0% -$16.53万 减仓
RSG REPUBLIC SVCS INC $38.29万0.19%1,797 543.1% $1.15万 加仓
WMT WALMART INC $38.22万0.19%3,374 1263.9% $1.43万 加仓
VZ VERIZON COMMUNICATIONS INC $37.38万0.18%8,828 3854.6% $1.63万 加仓
HSBC HSBC HLDGS PLC $35.90万0.18%3,775 882.4% $8,368 加仓
RL RALPH LAUREN CORP $34.88万0.17%869 141.6% $5,620 加仓
KO COCA COLA CO $34.87万0.17%4,291 65217.9% $5.30万 加仓
SGOV ISHARES TR $34.40万0.17%3,417 3,417— $34.40万 新建仓
PNC PNC FINL SVCS GROUP INC $34.37万0.17%1,396 392.9% $9,603 加仓
NVS NOVARTIS AG $34.35万0.17%2,192 20.1% $313 加仓
FTI TECHNIPFMC PLC $34.11万0.17%5,145 82219.0% $5.45万 加仓
EME EMCOR GROUP INC $33.78万0.17%407 82.0% $6,639 加仓
CAH CARDINAL HEALTH INC $33.76万0.17%1,421 332.4% $7,839 加仓
RY ROYAL BK CDA $32.87万0.16%1,588 422.7% $8,693 加仓
COST COSTCO WHOLESALE CORPORATION $31.99万0.16%342 113.3% $1.03万 加仓
STT STATE STR CORP $30.05万0.15%1,772 1307.9% $2.20万 加仓
WEC WEC ENERGY GROUP INC $29.13万0.14%2,495 130.5% $1,518 加仓
DUK DUKE ENERGY CORP NEW $28.61万0.14%2,260 35018.3% $4.43万 加仓
TTE TOTALENERGIES SE $27.19万0.13%3,497 35011.1% $2.72万 加仓
USFD US FOODS HLDG CORP $27.08万0.13%2,648 522.0% $5,317 加仓
IVV ISHARES TR $26.96万0.13%360 -92-20.4% -$6.89万 重新持有
WWD WOODWARD INC $26.25万0.13%617 617— $26.25万 新建仓
MPWR MONOLITHIC PWR SYS INC $25.57万0.13%185 185— $25.57万 新建仓
TXN TEXAS INSTRS INC $25.04万0.12%840 -214-20.3% -$6.38万 减仓
RCL ROYAL CARIBBEAN GROUP $24.74万0.12%779 517.0% $1.62万 加仓
FDX FEDEX CORP $23.95万0.12%765 15124.6% $4.73万 加仓
MA MASTERCARD INCORPORATED $23.52万0.12%458 -18-3.8% -$9,245 减仓
WSO WATSCO INC $23.30万0.12%559 559— $23.30万 新建仓
— FIRST TR EXCHANGE-TRADED FD $23.18万0.11%4,261 4,261— $23.18万 新建仓
NEE NEXTERA ENERGY INC $22.88万0.11%2,607 -83-3.1% -$7,285 减仓
CGNX COGNEX CORP $22.80万0.11%3,148 3,148— $22.80万 新建仓
DDOG DATADOG INC $22.65万0.11%870 870— $22.65万 新建仓
LUV SOUTHWEST AIRLS CO $22.02万0.11%4,282 4,282— $22.02万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $21.39万0.11%2,458 2,458— $21.39万 新建仓
DGX QUEST DIAGNOSTICS INC $21.32万0.11%1,006 1,006— $21.32万 新建仓
NSC NORFOLK SOUTHN CORP $20.76万0.10%660 660— $20.76万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $20.67万0.10%705 131.9% $3,811 加仓
AEM AGNICO EAGLE MINES LTD $20.51万0.10%1,322 846.8% $1.30万 加仓
CRWD CROWDSTRIKE HLDGS INC $20.45万0.10%268 -561-67.7% -$42.81万 重新持有
AZN ASTRAZENECA PLC $20.40万0.10%1,076 1,076— $20.40万 新建仓
WTRG ESSENTIAL UTILS INC $20.38万0.10%5,321 00.0% — 不变
ROST ROSS STORES INC $20.20万0.10%949 949— $20.20万 新建仓
SNA SNAP ON INC $20.16万0.10%501 501— $20.16万 新建仓