Tower Bridge Advisors
- SEC CIK
- 0001278249
- 最新申報
- 2026/8/12
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 198
- 較 2024 年第 4 季 +5
- 總值
- $8.95 億
- 較 2024 年第 4 季 −$4,404 萬 (−4.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 156,589 | $5,878 萬 | 6.6% | −4,241−2.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 228,646 | $5,079 萬 | 5.7% | −3,386−1.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 130,980 | $3,213 萬 | 3.6% | −530−0.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 199,273 | $3,113 萬 | 3.5% | −1,881−0.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 185,362 | $2,592 萬 | 2.9% | −4,867−2.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 142,858 | $2,392 萬 | 2.7% | +550.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 62,546 | $2,192 萬 | 2.4% | −2,341−3.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 67,824 | $2,119 萬 | 2.4% | −994−1.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 63,516 | $1,982 萬 | 2.2% | −660−1.0% | 減碼 | 歷史 |
| AONAon plc | CL A | 42,922 | $1,713 萬 | 1.9% | −1,092−2.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 96,528 | $1,601 萬 | 1.8% | −2,521−2.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 29,098 | $1,524 萬 | 1.7% | +441+1.5% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 123,268 | $1,490 萬 | 1.7% | −3,893−3.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 97,338 | $1,459 萬 | 1.6% | +1,650+1.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 107,496 | $1,424 萬 | 1.6% | −1,501−1.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 83,097 | $1,416 萬 | 1.6% | +3,584+4.5% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 52,582 | $1,402 萬 | 1.6% | −402−0.8% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 72,068 | $1,271 萬 | 1.4% | −1,987−2.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 25,156 | $1,252 萬 | 1.4% | −42−0.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 101,711 | $1,210 萬 | 1.4% | +176+0.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 48,722 | $1,136 萬 | 1.3% | −660−1.3% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 49,405 | $1,132 萬 | 1.3% | −4,571−8.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 156,656 | $1,122 萬 | 1.3% | −2,458−1.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,215 | $1,107 萬 | 1.2% | +73+0.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 141,450 | $1,028 萬 | 1.1% | +102,395+262.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 59,342 | $992.7 萬 | 1.1% | +63+0.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 36,046 | $979.8 萬 | 1.1% | +2,167+6.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 46,611 | $955.5 萬 | 1.1% | −1,854−3.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,765 | $923.6 萬 | 1.0% | −108−1.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 59,270 | $916.6 萬 | 1.0% | −2,954−4.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 116,118 | $909.0 萬 | 1.0% | −5,425−4.5% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 77,935 | $868.8 萬 | 1.0% | −1,368−1.7% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 81,842 | $864.2 萬 | 1.0% | −1,335−1.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 45,062 | $857.3 萬 | 1.0% | +3,395+8.1% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 16,728 | $850.3 萬 | 1.0% | −367−2.1% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 84,848 | $841.9 萬 | 0.9% | +756+0.9% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 17,997 | $838.1 萬 | 0.9% | −786−4.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 39,978 | $837.6 萬 | 0.9% | −100−0.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 21,867 | $801.4 萬 | 0.9% | −688−3.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,626 | $725.7 萬 | 0.8% | −330−2.4% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 62,592 | $718.4 萬 | 0.8% | −7,644−10.9% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 26,448 | $701.6 萬 | 0.8% | −363−1.4% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 39,516 | $681.7 萬 | 0.8% | +1,046+2.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 29,751 | $630.0 萬 | 0.7% | −1,800−5.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 45,331 | $601.3 萬 | 0.7% | +296+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 67,870 | $595.8 萬 | 0.7% | −20,862−23.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 82,739 | $586.5 萬 | 0.7% | +2,485+3.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,946 | $573.7 萬 | 0.6% | −868−11.1% | 減碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 4,267 | $565.4 萬 | 0.6% | −60−1.4% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 9,291 | $564.8 萬 | 0.6% | −124−1.3% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 40,904 | $508.8 萬 | 0.6% | −1,762−4.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 21,092 | $498.3 萬 | 0.6% | +125+0.6% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 20,157 | $491.4 萬 | 0.5% | −1,037−4.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 12,663 | $485.7 萬 | 0.5% | −5,205−29.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,940 | $484.8 萬 | 0.5% | −29−0.1% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 138,945 | $474.4 萬 | 0.5% | +1,600+1.2% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 66,709 | $452.6 萬 | 0.5% | −325−0.5% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 21,483 | $449.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,625 | $438.2 萬 | 0.5% | −156−1.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,909 | $433.3 萬 | 0.5% | +430+3.2% | 加碼 | 歷史 |
| GS.PAGoldman Sachs Group Inc | PREFERR | 192,193 | $431.3 萬 | 0.5% | −6,651−3.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 39,196 | $431.1 萬 | 0.5% | −350−0.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 14,379 | $424.1 萬 | 0.5% | −498−3.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 20,234 | $408.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 37,600 | $407.5 萬 | 0.5% | +3,900+11.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 43,866 | $393.7 萬 | 0.4% | −4,200−8.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 8,201 | $384.9 萬 | 0.4% | −50−0.6% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 7,849 | $380.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 41,404 | $372.1 萬 | 0.4% | −1,154−2.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 58,078 | $358.4 萬 | 0.4% | +1,200+2.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,899 | $347.0 萬 | 0.4% | +447+3.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 13,303 | $330.8 萬 | 0.4% | −170−1.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 73,518 | $306.8 萬 | 0.3% | +1,078+1.5% | 加碼 | 歷史 |
| USB.PHUS Bancorp DE | COM | 141,633 | $305.4 萬 | 0.3% | −4,495−3.1% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 11,213 | $296.5 萬 | 0.3% | +360+3.3% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 66,737 | $295.7 萬 | 0.3% | −1,849−2.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,531 | $291.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 69,093 | $283.6 萬 | 0.3% | −1,526−2.2% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 38,476 | $276.2 萬 | 0.3% | +3,030+8.5% | 加碼 | 歷史 |
| MET.PAMetlife Inc | COM | 113,262 | $269.2 萬 | 0.3% | −534−0.5% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 16,410 | $263.0 萬 | 0.3% | −1,544−8.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 14,599 | $256.6 萬 | 0.3% | +1,977+15.7% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 18,112 | $244.4 萬 | 0.3% | −25−0.1% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 81,931 | $241.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 15,577 | $239.3 萬 | 0.3% | −977−5.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 25,387 | $237.9 萬 | 0.3% | −650−2.5% | 減碼 | 歷史 |
| BML.PHBank of America Corp | PREFERR | 104,180 | $230.0 萬 | 0.3% | −164−0.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 36,352 | $221.7 萬 | 0.2% | +4,796+15.2% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 12,450 | $206.8 萬 | 0.2% | −325−2.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,306 | $196.7 萬 | 0.2% | +50+0.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,979 | $182.7 萬 | 0.2% | −650−9.8% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 16,255 | $180.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 9,237 | $169.5 萬 | 0.2% | −521−5.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 63,988 | $162.1 萬 | 0.2% | −1,009−1.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 12,528 | $152.8 萬 | 0.2% | +400+3.3% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 8,921 | $142.6 萬 | 0.2% | +93+1.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,293 | $141.6 萬 | 0.2% | +200+4.9% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,169 | $140.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RJFRaymond James Financial Inc | COM | 9,704 | $134.8 萬 | 0.2% | −1,350−12.2% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 10,549 | $130.3 萬 | 0.1% | −50−0.5% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（13 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TGTTarget Corp | Stock | 6,322 | $85.5 萬 | 0.1% | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 100 | $68.1 萬 | 0.1% | – |
| CTVACorteva, Inc. | Stock | 7,222 | $41.1 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,400 | $41.1 萬 | <0.1% | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 5,300 | $34.5 萬 | <0.1% | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 13,404 | $31.8 萬 | <0.1% | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,450 | $29.6 萬 | <0.1% | – |
| American Funds American High Income Trust FD CL F2 N/L026547828 | Mutual Fund (Open End) - No Load | 26,982 | $26.3 萬 | <0.1% | – |
| BlackRock Floating Rate Income Instl09260B747 | Mutual Fund | 25,932 | $25.1 萬 | <0.1% | – |
| CFRCullen/Frost Bankers, Inc. | COM | 1,850 | $24.8 萬 | <0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 2,600 | $23.1 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 235 | $22.2 萬 | <0.1% | 歷史 |
| RFRegions Financial Corp | COM | 8,809 | $20.7 萬 | <0.1% | 歷史 |