Tower Bridge Advisors
- SEC CIK
- 0001278249
- 最新申報
- 2026/8/12
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/26 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 242
- 較 2022 年第 4 季 −3
- 總值
- $12.2 億
- 較 2022 年第 4 季 +$1,725 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BROBrown & Brown, Inc. | Stock | 146,588 | $841.7 萬 | 0.7% | +25,585+21.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 70,535 | $865.0 萬 | 0.7% | −360−0.5% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 44,633 | $865.8 萬 | 0.7% | −7,405−14.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 55,399 | $882.9 萬 | 0.7% | −980−1.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 24,205 | $932.8 萬 | 0.8% | +167+0.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 32,125 | $948.1 萬 | 0.8% | −718−2.2% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 90,313 | $949.3 萬 | 0.8% | −1,118−1.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 64,984 | $958.2 萬 | 0.8% | −1,896−2.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19,404 | $964.1 萬 | 0.8% | +294+1.5% | 加碼 | 歷史 |
| GS.PAGoldman Sachs Group Inc | PREFERR | 465,508 | $964.5 萬 | 0.8% | −15,375−3.2% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 105,649 | $972.0 萬 | 0.8% | −2,471−2.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 51,217 | $978.9 萬 | 0.8% | +545+1.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 309,763 | $1,056 萬 | 0.9% | −619−0.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 203,262 | $1,063 萬 | 0.9% | −13,089−6.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 38,487 | $1,105 萬 | 0.9% | −125−0.3% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 37,471 | $1,147 萬 | 0.9% | −1,334−3.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 114,874 | $1,150 萬 | 0.9% | −3,222−2.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 105,238 | $1,154 萬 | 0.9% | −3,812−3.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 236,262 | $1,238 萬 | 1.0% | +2,132+0.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 204,058 | $1,266 萬 | 1.0% | −3,517−1.7% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 74,068 | $1,342 萬 | 1.1% | −456−0.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 93,670 | $1,528 萬 | 1.3% | +221+0.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 104,540 | $1,554 萬 | 1.3% | −2,790−2.6% | 減碼 | 歷史 |
| AONAon plc | CL A | 52,113 | $1,643 萬 | 1.3% | −4,110−7.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 169,542 | $1,759 萬 | 1.4% | −4,910−2.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 236,820 | $1,760 萬 | 1.4% | −9,172−3.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 92,193 | $1,844 萬 | 1.5% | −876−0.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 81,876 | $2,064 萬 | 1.7% | +1,016+1.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 118,391 | $2,158 萬 | 1.8% | −1,343−1.1% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 190,872 | $2,243 萬 | 1.8% | +207+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 174,323 | $2,272 萬 | 1.9% | −2,045−1.2% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 120,868 | $2,404 萬 | 2.0% | −1,845−1.5% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 97,689 | $2,418 萬 | 2.0% | −2,408−2.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 46,107 | $2,657 萬 | 2.2% | −1,003−2.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 95,934 | $2,682 萬 | 2.2% | −1,476−1.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 303,803 | $2,823 萬 | 2.3% | −4,231−1.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 131,061 | $2,955 萬 | 2.4% | −2,102−1.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 192,409 | $2,982 萬 | 2.4% | −1,894−1.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 114,263 | $3,266 萬 | 2.7% | +85+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 321,865 | $3,347 萬 | 2.7% | −6,834−2.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 402,416 | $6,636 萬 | 5.4% | −19,081−4.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 255,464 | $7,365 萬 | 6.0% | −4,421−1.7% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（13 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SYFSynchrony Financial | COM | 25,350 | $83.3 萬 | 0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 7,165 | $48.6 萬 | <0.1% | 歷史 |
| FTVFortive Corp | Stock | 5,650 | $36.3 萬 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 4,905 | $32.8 萬 | <0.1% | 歷史 |
| SYYSysco Corp | Stock | 3,898 | $29.8 萬 | <0.1% | 歷史 |
| LZBLa-Z-Boy Inc | COM | 10,000 | $22.8 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,053 | $22.0 萬 | <0.1% | 歷史 |
| NWPXNWPX Infrastructure, Inc. | COM | 6,000 | $20.2 萬 | <0.1% | 歷史 |
| Federated Hermes Equity FDS314172677 | FH KAUFMANN A | 25,000 | $11.7 萬 | <0.1% | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 11,441 | $10.8 萬 | <0.1% | 歷史 |
| Federated High Income314195108 | MUTUAL | 17,000 | $10.8 萬 | <0.1% | – |
| MBCMasterBrand, Inc. | COMMON STOCK | 14,103 | $10.6 萬 | <0.1% | 歷史 |
| HLNHaleon plc | ADR | 11,182 | $8.95 萬 | <0.1% | 歷史 |