Tower Bridge Advisors
- SEC CIK
- 0001278249
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 191
- 較 2025 年第 1 季 −7
- 總值
- $9.30 億
- 較 2025 年第 1 季 +$3,526 萬 (+3.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 152,792 | $7,600 萬 | 8.2% | −3,797−2.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 222,754 | $4,570 萬 | 4.9% | −5,892−2.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 139,950 | $3,858 萬 | 4.1% | −2,908−2.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 175,681 | $3,841 萬 | 4.1% | −9,681−5.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 126,821 | $3,677 萬 | 4.0% | −4,159−3.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 195,725 | $3,472 萬 | 3.7% | −3,548−1.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 62,545 | $2,221 萬 | 2.4% | −10.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 67,058 | $1,959 萬 | 2.1% | −766−1.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 61,690 | $1,844 萬 | 2.0% | −1,826−2.9% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 122,132 | $1,605 萬 | 1.7% | −1,136−0.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 106,635 | $1,557 萬 | 1.7% | −861−0.8% | 減碼 | 歷史 |
| AONAon plc | CL A | 40,610 | $1,449 萬 | 1.6% | −2,312−5.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,514 | $1,440 萬 | 1.5% | +299+1.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 92,374 | $1,411 萬 | 1.5% | −4,154−4.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 138,551 | $1,349 萬 | 1.4% | −2,899−2.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 36,366 | $1,298 萬 | 1.4% | +320+0.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 80,976 | $1,290 萬 | 1.4% | −2,121−2.6% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 53,375 | $1,272 萬 | 1.4% | +793+1.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 91,530 | $1,209 萬 | 1.3% | −5,808−6.0% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 124,028 | $1,132 萬 | 1.2% | +7,910+6.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 49,382 | $1,083 萬 | 1.2% | +4,320+9.6% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 68,473 | $1,079 萬 | 1.2% | −3,595−5.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 26,524 | $1,075 萬 | 1.2% | +1,368+5.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 99,336 | $1,071 萬 | 1.2% | −2,375−2.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 151,085 | $1,069 萬 | 1.1% | −5,571−3.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 46,768 | $1,038 萬 | 1.1% | −1,954−4.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 58,645 | $1,034 萬 | 1.1% | −625−1.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,707 | $960.9 萬 | 1.0% | −58−0.6% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 79,142 | $903.2 萬 | 1.0% | −2,700−3.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 45,697 | $902.7 萬 | 1.0% | −914−2.0% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 74,344 | $899.6 萬 | 1.0% | −3,591−4.6% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 17,162 | $860.8 萬 | 0.9% | −835−4.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 57,875 | $828.7 萬 | 0.9% | −1,467−2.5% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 43,430 | $796.8 萬 | 0.9% | +3,914+9.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,973 | $769.0 萬 | 0.8% | −894−4.1% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 44,583 | $767.9 萬 | 0.8% | −4,822−9.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 47,235 | $746.3 萬 | 0.8% | +9,635+25.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 40,118 | $744.7 萬 | 0.8% | +140+0.4% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 90,676 | $740.2 萬 | 0.8% | +5,828+6.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 23,448 | $731.5 萬 | 0.8% | −5,650−19.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 25,836 | $712.1 萬 | 0.8% | −612−2.3% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 16,046 | $708.6 萬 | 0.8% | −682−4.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 30,297 | $705.6 萬 | 0.8% | +546+1.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 96,789 | $671.9 萬 | 0.7% | +14,050+17.0% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 9,571 | $668.5 萬 | 0.7% | +280+3.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,626 | $661.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 59,202 | $654.8 萬 | 0.7% | −3,390−5.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 46,568 | $633.4 萬 | 0.7% | +1,237+2.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 63,925 | $625.1 萬 | 0.7% | −3,945−5.8% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 21,683 | $543.9 萬 | 0.6% | +200+0.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 16,709 | $533.0 萬 | 0.6% | +3,810+29.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,821 | $531.7 萬 | 0.6% | −125−1.8% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 45,693 | $506.6 萬 | 0.5% | +4,789+11.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 21,292 | $489.9 萬 | 0.5% | +200+0.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 20,514 | $488.3 萬 | 0.5% | +280+1.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,940 | $479.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,654 | $456.3 萬 | 0.5% | +29+0.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 11,732 | $453.9 萬 | 0.5% | −931−7.4% | 減碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 4,267 | $450.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 64,802 | $437.0 萬 | 0.5% | −1,907−2.9% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 137,435 | $426.2 萬 | 0.5% | −1,510−1.1% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 8,151 | $414.5 萬 | 0.4% | −50−0.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 14,784 | $412.8 萬 | 0.4% | +875+6.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 14,239 | $401.6 萬 | 0.4% | −140−1.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 57,853 | $401.4 萬 | 0.4% | −225−0.4% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 7,449 | $397.6 萬 | 0.4% | −400−5.1% | 減碼 | 歷史 |
| GS.PAGoldman Sachs Group Inc | PREFERR | 184,531 | $390.5 萬 | 0.4% | −7,662−4.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 12,203 | $359.7 萬 | 0.4% | −1,100−8.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 40,988 | $357.3 萬 | 0.4% | −416−1.0% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 13,163 | $352.2 萬 | 0.4% | +1,950+17.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 73,518 | $347.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 32,861 | $331.7 萬 | 0.4% | −6,335−16.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,869 | $318.1 萬 | 0.3% | +338+5.2% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 38,876 | $311.5 萬 | 0.3% | +400+1.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 39,293 | $311.0 萬 | 0.3% | −4,573−10.4% | 減碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 18,137 | $286.1 萬 | 0.3% | +25+0.1% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 15,997 | $285.7 萬 | 0.3% | −413−2.5% | 減碼 | 歷史 |
| USB.PHUS Bancorp DE | COM | 140,679 | $282.5 萬 | 0.3% | −954−0.7% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 61,279 | $277.7 萬 | 0.3% | −5,458−8.2% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 14,813 | $276.1 萬 | 0.3% | +214+1.5% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 78,331 | $255.6 萬 | 0.3% | −3,600−4.4% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 61,696 | $250.3 萬 | 0.3% | −7,397−10.7% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 15,552 | $247.7 萬 | 0.3% | −25−0.2% | 減碼 | 歷史 |
| MET.PAMetlife Inc | COM | 105,128 | $243.7 萬 | 0.3% | −8,134−7.2% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,341 | $213.5 萬 | 0.2% | +35+0.4% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,387 | $212.6 萬 | 0.2% | −2,000−7.9% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 12,450 | $200.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BML.PHBank of America Corp | PREFERR | 94,020 | $188.1 萬 | 0.2% | −10,160−9.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 15,703 | $185.3 萬 | 0.2% | +3,175+25.3% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,158 | $181.9 萬 | 0.2% | −11−0.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,604 | $172.8 萬 | 0.2% | −375−6.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,289 | $172.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 16,255 | $171.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 34,372 | $159.1 萬 | 0.2% | −1,980−5.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,000 | $155.3 萬 | 0.2% | −293−6.8% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 9,163 | $149.1 萬 | 0.2% | −74−0.8% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 9,704 | $148.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 6,252 | $142.1 萬 | 0.2% | −13,905−69.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 56,913 | $138.0 萬 | 0.1% | −7,075−11.1% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,610 | $132.0 萬 | 0.1% | +689+7.7% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（17 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Windsor II Admiral Sh922018304 | MF | 5,850 | $45.6 萬 | 0.1% | – |
| Brandywineglobal Corp Credit I52472T775 | BOND FUNDS | 25,882 | $27.2 萬 | <0.1% | – |
| DDominion Energy, Inc | Stock | 4,504 | $25.3 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 3,850 | $23.0 萬 | <0.1% | 歷史 |
| Principal Global Diversified Income Inst'L Class74254V232 | M | 19,167 | $22.6 萬 | <0.1% | – |
| Franklin Incm FD Adv CL353496847 | COM | 93,371 | $22.0 萬 | <0.1% | – |
| UDRUDR, Inc. | COM | 4,798 | $21.7 萬 | <0.1% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,900 | $20.4 萬 | <0.1% | 歷史 |
| Vanguard PRIMECAP Adm921936209 | Com | 1,228 | $20.2 萬 | <0.1% | – |
| Lord Abbett BD Deb FD Inc CL I544004401 | Mutual Fund | 28,710 | $20.2 萬 | <0.1% | – |
| Invesco Rch Muni Opp-Y Fd00141W703 | COM | 30,122 | $20.2 萬 | <0.1% | – |
| Nuveen Preferred670700400 | COM | 12,276 | $19.2 萬 | <0.1% | – |
| New York Life Invt56064B530 | MUTUAL | 13,844 | $17.6 萬 | <0.1% | – |
| TCW Emerging Markets Income Fund87234N765 | Com | 25,904 | $16.9 萬 | <0.1% | – |
| Nuveen Hi Yld Muni BD FND Inst67065Q772 | Mutual Fund | 10,882 | $15.8 萬 | <0.1% | – |
| Nuveen SHRT Dur Hi Yield Mun B67065Q699 | Mutual Fund | 14,527 | $13.9 萬 | <0.1% | – |
| Franklin Custodian FDS353496805 | INCOME FD CLAS C | 16,507 | $4.01 萬 | <0.1% | – |