TOWER BRIDGE ADVISORS
- SEC CIK
- 0001278249
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/12。SEC
- 持股檔數
- 222
- 較 2026 年第 1 季 +1
- 總值
- $11.08 億
- 較 2026 年第 1 季 +$7,300.22 萬 (+7.1%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| GOOGALPHABET INC CAP STK CL C | Stock | 180,426 | $6,374.99 萬 | 5.75% | −5,102−2.7% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 207,214 | $5,995.93 萬 | 5.41% | −6,932−3.2% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 140,509 | $5,241.26 萬 | 4.73% | −3,168−2.2% | 減碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 129,671 | $4,898.32 萬 | 4.42% | −3,616−2.7% | 減碼 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 103,392 | $4,480.27 萬 | 4.04% | −3,526−3.3% | 減碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 122,394 | $4,006.33 萬 | 3.61% | −3,137−2.5% | 減碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 38,315 | $2,631.51 萬 | 2.37% | +7,157+23.0% | 加碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 89,561 | $2,274.58 萬 | 2.05% | +312+0.3% | 加碼 | 查看 |
| ORCLORACLE CORP COM | Stock | 144,951 | $2,124.26 萬 | 1.92% | −3,662−2.5% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 59,084 | $2,027.11 萬 | 1.83% | −246−0.4% | 減碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 103,955 | $1,972.34 萬 | 1.78% | −1,189−1.1% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 55,051 | $1,967.36 萬 | 1.77% | +536+1.0% | 加碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 65,215 | $1,762.82 萬 | 1.59% | −678−1.0% | 減碼 | 查看 |
| ETNEATON CORP PLC SHS | Stock | 37,534 | $1,599.4 萬 | 1.44% | −331−0.9% | 減碼 | 查看 |
| JJACOBS SOLUTIONS INC | COM | 115,626 | $1,456.89 萬 | 1.31% | −4,426−3.7% | 減碼 | 查看 |
| XOMEXXONMOBIL HOLDINGS CORP COM SHS | Stock | 101,825 | $1,392.15 萬 | 1.26% | +101,825 | 新進 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 26,811 | $1,344.22 萬 | 1.21% | −389−1.4% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 55,929 | $1,333.01 萬 | 1.20% | +237+0.4% | 加碼 | 查看 |
| TOLTOLL BROTHERS INC | COM | 74,881 | $1,233.66 萬 | 1.11% | −710−0.9% | 減碼 | 查看 |
| IQVIQVIA HLDGS INC COM | Stock | 63,268 | $1,222.46 萬 | 1.10% | −2,994−4.5% | 減碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 82,775 | $1,213.82 萬 | 1.10% | +3,227+4.1% | 加碼 | 查看 |
| ICEINTERCONTINENTAL EXCHANGE INC COM | Stock | 96,576 | $1,188.95 萬 | 1.07% | +6,287+7.0% | 加碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 85,116 | $1,152.47 萬 | 1.04% | −2,310−2.6% | 減碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 121,059 | $1,117.01 萬 | 1.01% | −2,731−2.2% | 減碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 135,870 | $1,104.21 萬 | 1.00% | −4,492−3.2% | 減碼 | 查看 |
| NVSNOVARTIS AG SPONSORED ADR | ADR | 69,416 | $1,087.89 萬 | 0.98% | −2,115−3.0% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 19,266 | $1,085.23 萬 | 0.98% | −365−1.9% | 減碼 | 查看 |
| DUKDUKE ENERGY CORP NEW COM NEW | Stock | 85,105 | $1,077.26 萬 | 0.97% | −2,999−3.4% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 53,310 | $1,066.68 萬 | 0.96% | +1,025+2.0% | 加碼 | 查看 |
| AONAON PLC | CL A | 31,789 | $1,054.41 萬 | 0.95% | −1,687−5.0% | 減碼 | 查看 |
| LOWLOWES COS INC COM | Stock | 44,668 | $984.88 萬 | 0.89% | −1,521−3.3% | 減碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 38,900 | $978.88 萬 | 0.88% | −423−1.1% | 減碼 | 查看 |
| PHPARKER-HANNIFIN CORP COM | Stock | 9,546 | $933.71 萬 | 0.84% | −213−2.2% | 減碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 56,246 | $932.33 萬 | 0.84% | −519−0.9% | 減碼 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 103,394 | $907.49 萬 | 0.82% | +1,105+1.1% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 9,661 | $903.76 萬 | 0.82% | −485−4.8% | 減碼 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 22,704 | $901.73 萬 | 0.81% | −290−1.3% | 減碼 | 查看 |
| MCOMOODYS CORP COM | Stock | 19,721 | $893.22 萬 | 0.81% | +1,724+9.6% | 加碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 6,601 | $791.74 萬 | 0.71% | −80−1.2% | 減碼 | 查看 |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 245,374 | $778.08 萬 | 0.70% | −2,180−0.9% | 減碼 | – |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775 | ETF | 89,898 | $752.9 萬 | 0.68% | −5,337−5.6% | 減碼 | – |
| OKEONEOK INC NEW | COM | 84,507 | $734.7 萬 | 0.66% | −409−0.5% | 減碼 | 查看 |
| WMTWALMART INC COM | Stock | 63,868 | $723.37 萬 | 0.65% | −1,106−1.7% | 減碼 | 查看 |
| TMUST-MOBILE US INC COM | Stock | 42,687 | $715.99 萬 | 0.65% | −7,625−15.2% | 減碼 | 查看 |
| UPSUNITED PARCEL SVCS INC CL B | Stock | 66,063 | $710.18 萬 | 0.64% | −225−0.3% | 減碼 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 39,481 | $696.13 萬 | 0.63% | +26,311+199.8% | 加碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 19,705 | $694.96 萬 | 0.63% | −785−3.8% | 減碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 9,072 | $677.44 萬 | 0.61% | +193+2.2% | 加碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 56,524 | $663.93 萬 | 0.60% | −793−1.4% | 減碼 | 查看 |
| WMWASTE MGMT INC DEL COM | Stock | 29,555 | $658.72 萬 | 0.59% | +253+0.9% | 加碼 | 查看 |
| WSOWATSCO INC | COM | 15,633 | $651.47 萬 | 0.59% | −563−3.5% | 減碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 33,245 | $633.25 萬 | 0.57% | −4,266−11.4% | 減碼 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 49,619 | $617.46 萬 | 0.56% | −7,954−13.8% | 減碼 | 查看 |
| LHXL3HARRIS TECHNOLOGIES INC COM | Stock | 21,162 | $614.95 萬 | 0.55% | −471−2.2% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 12,211 | $611.03 萬 | 0.55% | −215−1.7% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 17,806 | $602.29 萬 | 0.54% | +457+2.6% | 加碼 | 查看 |
| UNPUNION PAC CORP COM | Stock | 21,519 | $585.32 萬 | 0.53% | +502+2.4% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 72,428 | $583.55 萬 | 0.53% | +53,499+282.6% | 加碼 | – |
| AMGNAMGEN INC COM | Stock | 15,102 | $546.87 萬 | 0.49% | −73−0.5% | 減碼 | 查看 |
| CMECME GROUP INC | COM | 24,433 | $539.55 萬 | 0.49% | −800−3.2% | 減碼 | 查看 |
| LINLINDE PLC SHS | Stock | 10,354 | $537.31 萬 | 0.48% | −257−2.4% | 減碼 | 查看 |
| BDXBECTON DICKINSON & CO COM | Stock | 34,806 | $526.72 萬 | 0.48% | −2,479−6.6% | 減碼 | 查看 |
| LENLENNAR CORP | CL A | 55,397 | $501.29 萬 | 0.45% | −633−1.1% | 減碼 | 查看 |
| TPLTEXAS PACIFIC LAND CORPORATION COM | Stock | 11,009 | $481.8 萬 | 0.43% | 00.0% | 不變 | 查看 |
| DEDEERE & CO COM | Stock | 7,284 | $462.05 萬 | 0.42% | 00.0% | 不變 | 查看 |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 124,490 | $457.63 萬 | 0.41% | −5,145−4.0% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 34,852 | $447.85 萬 | 0.40% | −399−1.1% | 減碼 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 13,566 | $447.84 萬 | 0.40% | 00.0% | 不變 | 查看 |
| ABTABBOTT LABORATORIES COM | Stock | 48,646 | $441.41 萬 | 0.40% | −1,234−2.5% | 減碼 | 查看 |
| BACBANK OF AMER CORP COM | Stock | 75,694 | $431.31 萬 | 0.39% | −934−1.2% | 減碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 3,983 | $424.15 萬 | 0.38% | −17−0.4% | 減碼 | 查看 |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 14,163 | $415.23 萬 | 0.37% | −49−0.3% | 減碼 | 查看 |
| ENBENBRIDGE INC COM | Stock | 71,884 | $389.68 萬 | 0.35% | −534−0.7% | 減碼 | 查看 |
| CSXCSX CORP COM | Stock | 79,394 | $377.36 萬 | 0.34% | +60.0% | 加碼 | 查看 |
| HONHONEYWELL INTL INC COM | Stock | 16,712 | $374.17 萬 | 0.34% | +16,712 | 新進 | 查看 |
| HONAHONEYWELL AEROSPACE INC | COM | 16,702 | $369.25 萬 | 0.33% | +16,702 | 新進 | 查看 |
| PNCPNC FINL SVCS GROUP INC COM | Stock | 14,825 | $365.02 萬 | 0.33% | +130+0.9% | 加碼 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 6,952 | $354.18 萬 | 0.32% | +33+0.5% | 加碼 | 查看 |
| AMPAMERIPRISE FINL INC | COM | 7,332 | $336.36 萬 | 0.30% | −67−0.9% | 減碼 | 查看 |
| MDLZMONDELEZ INTL INC CL A | Stock | 57,461 | $332.35 萬 | 0.30% | −2,057−3.5% | 減碼 | 查看 |
| BROBROWN & BROWN INC COM | Stock | 50,500 | $323.96 萬 | 0.29% | −10,916−17.8% | 減碼 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 7,863 | $320.24 萬 | 0.29% | −726−8.5% | 減碼 | 查看 |
| WFCWELLS FARGO & CO COM | Stock | 37,126 | $306.81 萬 | 0.28% | −3,800−9.3% | 減碼 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 14,338 | $305.07 萬 | 0.28% | +742+5.5% | 加碼 | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 10,289 | $289.34 萬 | 0.26% | +251+2.5% | 加碼 | 查看 |
| SPGSIMON PPTY GROUP INC NEW COM | REIT | 12,670 | $283.36 萬 | 0.26% | −50.0% | 減碼 | 查看 |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 11,701 | $276.87 萬 | 0.25% | −667−5.4% | 減碼 | – |
| MDTMEDTRONIC PLC SHS | Stock | 33,584 | $262.73 萬 | 0.24% | −3,619−9.7% | 減碼 | 查看 |
| NSCNORFOLK SOUTHN CORP COM | Stock | 8,338 | $262.31 萬 | 0.24% | 00.0% | 不變 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 14,162 | $256.2 萬 | 0.23% | +2,773+24.3% | 加碼 | 查看 |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 68,171 | $251.35 萬 | 0.23% | −2,055−2.9% | 減碼 | – |
| QCOMQUALCOMM INC COM | Stock | 13,492 | $249.32 萬 | 0.22% | −1,295−8.8% | 減碼 | 查看 |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 3,266 | $244.59 萬 | 0.22% | 00.0% | 不變 | – |
| TTTRANE TECHNOLOGIES PLC | SHS | 4,883 | $239.83 萬 | 0.22% | +905+22.8% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 7,730 | $234.31 萬 | 0.21% | +47+0.6% | 加碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 6,270 | $232.02 萬 | 0.21% | +2,015+47.4% | 加碼 | – |
| LDOSLEIDOS HOLDINGS INC | COM | 20,186 | $207.86 萬 | 0.19% | −40−0.2% | 減碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 2,841 | $205.4 萬 | 0.19% | −277−8.9% | 減碼 | 查看 |
| CLCOLGATE PALMOLIVE CO COM | Stock | 21,582 | $197.86 萬 | 0.18% | −905−4.0% | 減碼 | 查看 |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 2,674 | $196.92 萬 | 0.18% | +387+16.9% | 加碼 | – |
2026 年第 1 季 之後清倉（16 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| XOMEXXON MOBIL CORP | COM | 101,469 | $1,721.52 萬 | 1.66% |
| HONHoneywell Technologies | COM | 34,038 | $769.36 萬 | 0.74% |
| NINISOURCE INC | COM | 27,998 | $130.64 萬 | 0.13% |
| CCSCENTURY COMMUNITIES INC | COM | 10,000 | $57.38 萬 | 0.06% |
| MTHMERITAGE HOMES CORP | COM | 8,000 | $49.47 萬 | 0.05% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 976 | $32.98 萬 | 0.03% |
| ADBEADOBE INC COM | Stock | 1,333 | $32.4 萬 | 0.03% |
| UBERUBER TECHNOLOGIES INC COM | Stock | 4,500 | $32.37 萬 | 0.03% |
| ISHARES TR46436E833 | IBONDS 28 TRM TS | 13,475 | $30.03 萬 | 0.03% |
| ISHARES TR46436E841 | IBONDS 27 TRM TS | 13,375 | $30 萬 | 0.03% |
| RFREGIONS FINANCIAL CORP NEW | COM | 8,809 | $23.01 萬 | 0.02% |
| WBDWARNER BROS DISCOVERY INC COM SER A | Stock | 7,874 | $21.62 萬 | 0.02% |
| BABOEING CO COM | Stock | 1,053 | $20.96 萬 | 0.02% |
| ROPROPER TECHNOLOGIES INC COM | Stock | 570 | $20.17 萬 | 0.02% |
| ISHARES TR46436E858 | IBONDS 26 TRM TS | 8,750 | $20.05 萬 | 0.02% |
| ARCOARCOS DORADOS HLDGS INC | SHS CLASS -A - | 10,000 | $8.25 萬 | 0.01% |