Tower Bridge Advisors
- SEC CIK
- 0001278249
- 最新申報
- 2026/8/12
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 194
- 較 2025 年第 2 季 +3
- 總值
- $10.0 億
- 較 2025 年第 2 季 +$7,108 萬 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 150,273 | $7,783 萬 | 7.8% | −2,519−1.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 218,817 | $5,572 萬 | 5.6% | −3,937−1.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 194,352 | $4,733 萬 | 4.7% | −1,373−0.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 139,392 | $4,599 萬 | 4.6% | −558−0.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 161,998 | $4,556 萬 | 4.6% | −13,683−7.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 126,432 | $3,988 萬 | 4.0% | −389−0.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 60,561 | $2,067 萬 | 2.1% | −1,984−3.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 67,116 | $2,040 萬 | 2.0% | +58+0.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 137,057 | $1,835 萬 | 1.8% | −1,494−1.1% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 122,418 | $1,835 萬 | 1.8% | +286+0.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 105,746 | $1,769 萬 | 1.8% | −889−0.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 92,048 | $1,707 萬 | 1.7% | −326−0.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 60,766 | $1,498 萬 | 1.5% | −924−1.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,684 | $1,446 萬 | 1.4% | +170+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 55,738 | $1,355 萬 | 1.4% | −2,907−5.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 36,181 | $1,354 萬 | 1.4% | −185−0.5% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 77,603 | $1,307 萬 | 1.3% | +34,173+78.7% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 68,298 | $1,297 萬 | 1.3% | −175−0.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 26,405 | $1,281 萬 | 1.3% | −119−0.4% | 減碼 | 歷史 |
| AONAon plc | CL A | 35,282 | $1,258 萬 | 1.3% | −5,328−13.1% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 51,870 | $1,242 萬 | 1.2% | −1,505−2.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 80,711 | $1,240 萬 | 1.2% | −265−0.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 88,186 | $1,238 萬 | 1.2% | −3,344−3.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 46,702 | $1,174 萬 | 1.2% | −66−0.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 121,243 | $1,158 萬 | 1.2% | −2,785−2.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 99,628 | $1,123 萬 | 1.1% | +292+0.3% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 79,262 | $1,095 萬 | 1.1% | +120+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 49,681 | $1,091 萬 | 1.1% | +299+0.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 151,753 | $1,006 萬 | 1.0% | +668+0.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,654 | $986.2 萬 | 1.0% | +947+9.8% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 105,138 | $986.1 萬 | 1.0% | +59,445+130.1% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 73,338 | $940.5 萬 | 0.9% | −1,006−1.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 40,105 | $928.6 萬 | 0.9% | −130.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 47,675 | $889.5 萬 | 0.9% | +440+0.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 44,828 | $888.8 萬 | 0.9% | −869−1.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 57,061 | $886.1 萬 | 0.9% | −814−1.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,721 | $839.6 萬 | 0.8% | −252−1.2% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 42,813 | $801.3 萬 | 0.8% | −1,770−4.0% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 16,697 | $795.6 萬 | 0.8% | −465−2.7% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 58,425 | $736.4 萬 | 0.7% | −777−1.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 9,561 | $724.9 萬 | 0.7% | −10−0.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 95,309 | $719.5 萬 | 0.7% | −1,480−1.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 25,620 | $692.2 萬 | 0.7% | −216−0.8% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 21,683 | $662.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 63,825 | $657.8 萬 | 0.7% | −100−0.2% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 89,386 | $652.2 萬 | 0.7% | −1,290−1.4% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 15,870 | $641.6 萬 | 0.6% | −176−1.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 30,378 | $639.5 萬 | 0.6% | +81+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,426 | $624.7 萬 | 0.6% | −1,200−8.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 46,528 | $623.2 萬 | 0.6% | −40−0.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 16,054 | $533.2 萬 | 0.5% | −655−3.9% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 11,109 | $527.7 萬 | 0.5% | +9,088+449.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,746 | $514.7 萬 | 0.5% | −75−1.1% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 20,619 | $506.6 萬 | 0.5% | +105+0.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 20,612 | $487.2 萬 | 0.5% | −680−3.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,938 | $462.4 萬 | 0.5% | −20.0% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 134,135 | $419.4 萬 | 0.4% | −3,300−2.4% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,614 | $419.2 萬 | 0.4% | −40−0.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 14,782 | $417.1 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| GS.PAGoldman Sachs Group Inc | PREFERR | 189,169 | $399.3 萬 | 0.4% | +4,638+2.5% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 63,624 | $397.5 萬 | 0.4% | −1,178−1.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 57,852 | $395.8 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 14,237 | $388.3 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 74,178 | $382.7 萬 | 0.4% | +660+0.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 39,688 | $378.0 萬 | 0.4% | −1,300−3.2% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 13,461 | $375.9 萬 | 0.4% | +298+2.3% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 3,944 | $368.2 萬 | 0.4% | −323−7.6% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 7,449 | $365.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 7,884 | $360.5 萬 | 0.4% | −267−3.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 42,676 | $357.7 萬 | 0.4% | +3,800+9.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,894 | $344.2 萬 | 0.3% | +25+0.4% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 18,136 | $342.7 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 12,048 | $339.9 萬 | 0.3% | −155−1.3% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 62,504 | $315.4 萬 | 0.3% | +1,225+2.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 35,983 | $302.0 萬 | 0.3% | −3,310−8.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 14,812 | $297.6 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 23,452 | $290.2 萬 | 0.3% | +7,749+49.3% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 78,331 | $278.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| USB.PHUS Bancorp DE | COM | 141,616 | $277.4 萬 | 0.3% | +937+0.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 31,311 | $261.5 萬 | 0.3% | −1,550−4.7% | 減碼 | 歷史 |
| MET.PAMetlife Inc | COM | 107,119 | $257.5 萬 | 0.3% | +1,991+1.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 15,467 | $257.3 萬 | 0.3% | −85−0.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,338 | $250.5 萬 | 0.3% | −30.0% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 59,239 | $241.9 萬 | 0.2% | −2,457−4.0% | 減碼 | – |
| SPGSimon Property Group Inc. | REIT | 12,650 | $237.4 萬 | 0.2% | +200+1.6% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 13,972 | $222.5 萬 | 0.2% | −2,025−12.7% | 減碼 | 歷史 |
| BML.PHBank of America Corp | PREFERR | 95,884 | $196.0 萬 | 0.2% | +1,864+2.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,000 | $190.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 22,987 | $183.8 萬 | 0.2% | −400−1.7% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 15,722 | $175.6 萬 | 0.2% | −533−3.3% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,158 | $175.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RJFRaymond James Financial Inc | COM | 9,559 | $165.0 萬 | 0.2% | −145−1.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,454 | $160.1 萬 | 0.2% | −150−2.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,714 | $157.6 萬 | 0.2% | +9,714 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 1,289 | $154.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VMCVulcan Materials CO | COM | 4,936 | $151.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 33,248 | $149.9 萬 | 0.1% | −1,124−3.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 56,100 | $142.9 萬 | 0.1% | −813−1.4% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 10,248 | $139.4 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,568 | $137.4 萬 | 0.1% | +1,800+65.0% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（5 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FNFFidelity National Financial, Inc. | COM SHS | 8,074 | $45.3 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 3,270 | $33.0 萬 | <0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,500 | $32.7 萬 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 4,916 | $20.5 萬 | <0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 450 | $20.1 萬 | <0.1% | 歷史 |