Tower Wealth Partners, Inc.
LEWISBURG PA · SEC CIK 0001852808
$1.81亿2026Q1 申报市值
87持仓数
71.5%前十大占比 · 第一大 10.9%
10 / 10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
PVAL 加仓+$504.85万
JAAA 加仓+$37.20万
MDT 新建仓+$33.88万
LLY 新建仓+$32.74万
FTI 新建仓+$29.88万
2026Q1 卖出最多 按季末市值估算
VICTORY PORTFOLI 减仓-$539.05万
META 清仓-$49.37万
AMZN 减仓-$36.38万
EXPE 清仓-$31.93万
MRK 减仓-$27.56万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| RECS | COLUMBIA ETF TR I | $1,972.73万 | 10.90% | 506,088 | 7,246 | 1.5% | $28.24万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,941.23万 | 10.73% | 198,267 | 1,005 | 0.5% | $9.84万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $1,823.08万 | 10.08% | 322,286 | -95,293 | -22.8% | -$539.05万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,721.20万 | 9.51% | 341,711 | 7,385 | 2.2% | $37.20万 | 加仓 |
| IJH | ISHARES TR | $1,284.60万 | 7.10% | 190,227 | -822 | -0.4% | -$5.55万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,213.98万 | 6.71% | 359,485 | 5,306 | 1.5% | $17.92万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,119.43万 | 6.19% | 249,595 | 3,380 | 1.4% | $15.16万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $815.51万 | 4.51% | 175,757 | 108,803 | 162.5% | $504.85万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $668.02万 | 3.69% | 169,205 | 2,797 | 1.7% | $11.04万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $369.15万 | 2.04% | 80,919 | 766 | 1.0% | $3.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $314.62万 | 1.74% | 9,807 | 59 | 0.6% | $1.89万 | 加仓 |
| AAPL | APPLE INC | $289.38万 | 1.60% | 11,402 | 153 | 1.4% | $3.88万 | 加仓 |
| — | EXXON MOBIL CORP | $248.25万 | 1.37% | 14,632 | -168 | -1.1% | -$2.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $241.38万 | 1.33% | 4,182 | 40 | 1.0% | $2.31万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $218.70万 | 1.21% | 48,547 | -363 | -0.7% | -$1.64万 | 减仓 |
| SHY | ISHARES TR | $181.22万 | 1.00% | 21,947 | 26 | 0.1% | $2,147 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $164.90万 | 0.91% | 14,927 | -86 | -0.6% | -$9,500 | 减仓 |
| REGL | PROSHARES TR | $144.05万 | 0.80% | 16,670 | 41 | 0.2% | $3,543 | 加仓 |
| MSFT | MICROSOFT CORP | $136.69万 | 0.76% | 3,693 | 745 | 25.3% | $27.57万 | 加仓 |
| PPL | PPL CORP | $132.87万 | 0.73% | 34,783 | -882 | -2.5% | -$3.37万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $132.38万 | 0.73% | 24,140 | 131 | 0.5% | $7,184 | 加仓 |
| PG | PROCTER & GAMBLE CO | $129.55万 | 0.72% | 8,969 | -683 | -7.1% | -$9.87万 | 减仓 |
| HD | HOME DEPOT INC | $120.70万 | 0.67% | 3,670 | 96 | 2.7% | $3.16万 | 加仓 |
| GOOGL | ALPHABET INC | $100.42万 | 0.55% | 3,492 | 696 | 24.9% | $20.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $80.84万 | 0.45% | 3,907 | 624 | 19.0% | $12.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $79.12万 | 0.44% | 1,651 | 1 | 0.1% | $479 | 加仓 |
| AMZN | AMAZON COM INC | $78.46万 | 0.43% | 3,767 | -1,747 | -31.7% | -$36.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $74.38万 | 0.41% | 3,043 | -42 | -1.4% | -$1.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.76万 | 0.40% | 2,153 | 179 | 9.1% | $6.05万 | 加仓 |
| MCD | MCDONALDS CORP | $70.80万 | 0.39% | 2,278 | 46 | 2.1% | $1.43万 | 加仓 |
| T | AT&T INC | $68.17万 | 0.38% | 23,514 | 588 | 2.6% | $1.70万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.56万 | 0.36% | 775 | -4 | -0.5% | -$3,384 | 减仓 |
| V | VISA INC | $59.75万 | 0.33% | 1,977 | -231 | -10.5% | -$6.98万 | 减仓 |
| CME | CME GROUP INC | $59.48万 | 0.33% | 2,014 | 99 | 5.2% | $2.92万 | 加仓 |
| APH | AMPHENOL CORP | $58.11万 | 0.32% | 4,599 | 350 | 8.2% | $4.42万 | 加仓 |
| RTX | RTX CORPORATION | $56.08万 | 0.31% | 2,907 | -59 | -2.0% | -$1.14万 | 减仓 |
| TJX | TJX COS INC NEW | $54.63万 | 0.30% | 3,421 | -92 | -2.6% | -$1.47万 | 减仓 |
| MRK | MERCK & CO INC | $54.42万 | 0.30% | 4,524 | -2,291 | -33.6% | -$27.56万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.05万 | 0.30% | 2,230 | -269 | -10.8% | -$6.52万 | 减仓 |
| GLW | CORNING INC | $52.46万 | 0.29% | 3,858 | 37 | 1.0% | $5,031 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $52.30万 | 0.29% | 1,778 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $51.67万 | 0.29% | 5,716 | 176 | 3.2% | $1.59万 | 加仓 |
| AVGO | BROADCOM INC | $51.19万 | 0.28% | 1,654 | 31 | 1.9% | $9,595 | 加仓 |
| TY | TRI CONTL CORP | $49.29万 | 0.27% | 15,604 | 140 | 0.9% | $4,423 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $48.76万 | 0.27% | 1,612 | -781 | -32.6% | -$23.62万 | 减仓 |
| NLR | VANECK ETF TRUST | $47.66万 | 0.26% | 3,578 | 19 | 0.5% | $2,531 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $46.97万 | 0.26% | 7,176 | 107 | 1.5% | $7,004 | 加仓 |
| IYR | ISHARES TR | $46.85万 | 0.26% | 4,955 | 32 | 0.7% | $3,026 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $46.84万 | 0.26% | 9,815 | 66 | 0.7% | $3,150 | 加仓 |
| CAT | CATERPILLAR INC | $46.69万 | 0.26% | 659 | -181 | -21.5% | -$12.82万 | 减仓 |
| AMGN | AMGEN INC | $44.12万 | 0.24% | 1,254 | 145 | 13.1% | $5.10万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $42.38万 | 0.23% | 8,443 | -209 | -2.4% | -$1.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $41.96万 | 0.23% | 2,406 | -197 | -7.6% | -$3.44万 | 减仓 |
| WMB | WILLIAMS COS INC | $41.86万 | 0.23% | 5,751 | 397 | 7.4% | $2.89万 | 加仓 |
| WMT | WALMART INC | $40.37万 | 0.22% | 3,248 | 286 | 9.7% | $3.55万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $38.18万 | 0.21% | 1,743 | -1 | -0.1% | -$219 | 减仓 |
| ABBV | ABBVIE INC | $34.65万 | 0.19% | 1,593 | 1 | 0.1% | $217 | 加仓 |
| MDT | MEDTRONIC PLC | $33.88万 | 0.19% | 3,910 | 3,910 | — | $33.88万 | 新建仓 |
| NVS | NOVARTIS AG | $33.45万 | 0.18% | 2,190 | 172 | 8.5% | $2.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.98万 | 0.18% | 331 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $32.74万 | 0.18% | 356 | 356 | — | $32.74万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $31.08万 | 0.17% | 3,392 | -1,449 | -29.9% | -$13.28万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $30.41万 | 0.17% | 3,687 | -2 | -0.1% | -$165 | 减仓 |
| FTI | TECHNIPFMC PLC | $29.88万 | 0.17% | 4,323 | 4,323 | — | $29.88万 | 新建仓 |
| EME | EMCOR GROUP INC | $29.46万 | 0.16% | 399 | -2 | -0.5% | -$1,477 | 减仓 |
| RL | RALPH LAUREN CORP | $29.41万 | 0.16% | 855 | -1 | -0.1% | -$344 | 减仓 |
| CAH | CARDINAL HEALTH INC | $29.33万 | 0.16% | 1,388 | -6 | -0.4% | -$1,268 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $28.73万 | 0.16% | 2,482 | 120 | 5.1% | $1.39万 | 加仓 |
| TTE | TOTALENERGIES SE | $28.63万 | 0.16% | 3,147 | 3,147 | — | $28.63万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.24万 | 0.16% | 1,357 | -1 | -0.1% | -$208 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.00万 | 0.15% | 1,914 | 56 | 3.0% | $8,192 | 加仓 |
| KO | COCA COLA CO | $27.67万 | 0.15% | 3,639 | 93 | 2.6% | $7,073 | 加仓 |
| ASML | ASML HLDG NV | $26.02万 | 0.14% | 197 | -4 | -2.0% | -$5,283 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $25.13万 | 0.14% | 1,238 | -301 | -19.6% | -$6.11万 | 重新持有 |
| RY | ROYAL BK CDA | $25.01万 | 0.14% | 1,546 | 1 | 0.1% | $162 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.01万 | 0.14% | 1,910 | -85 | -4.3% | -$1.11万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $24.98万 | 0.14% | 2,690 | 2 | 0.1% | $186 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $24.11万 | 0.13% | 592 | 592 | — | $24.11万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $23.94万 | 0.13% | 2,596 | 2,596 | — | $23.94万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $23.78万 | 0.13% | 476 | -25 | -5.0% | -$1.25万 | 减仓 |
| AA | ALCOA CORP | $22.42万 | 0.12% | 3,380 | 3,380 | — | $22.42万 | 新建仓 |
| FDX | FEDEX CORP | $21.87万 | 0.12% | 614 | 614 | — | $21.87万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $21.43万 | 0.12% | 5,321 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $20.78万 | 0.11% | 1,642 | 1,642 | — | $20.78万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.46万 | 0.11% | 1,054 | 1,054 | — | $20.46万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.10万 | 0.11% | 692 | -82 | -10.6% | -$2.38万 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $20.03万 | 0.11% | 728 | 10 | 1.4% | $2,752 | 加仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -748 | -100.0% | -$49.37万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,127 | -100.0% | -$31.93万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -1,145 | -100.0% | -$26.32万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -992 | -100.0% | -$25.52万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -190 | -100.0% | -$25.27万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,227 | -100.0% | -$25.19万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -356 | -100.0% | -$23.99万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -889 | -100.0% | -$23.85万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,325 | -100.0% | -$21.42万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,052 | -100.0% | -$20.50万 | 清仓 |