Tower Bridge Advisors
- SEC CIK
- 0001278249
- 最新申報
- 2026/8/12
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/12 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 221
- 較 2025 年第 4 季 +32
- 總值
- $10.4 億
- 較 2025 年第 4 季 +$4,523 萬 (+4.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SCHWSchwab Charles Corp | Stock | 123,790 | $1,163 萬 | 1.1% | +4,505+3.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 56,765 | $1,174 萬 | 1.1% | +2,379+4.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 27,200 | $1,337 萬 | 1.3% | +1,075+4.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 37,865 | $1,354 萬 | 1.3% | +634+1.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 87,426 | $1,358 萬 | 1.3% | +2,438+2.9% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 90,289 | $1,420 萬 | 1.4% | +675+0.8% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 120,052 | $1,528 萬 | 1.5% | +1,924+1.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 54,515 | $1,568 萬 | 1.5% | −478−0.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 101,469 | $1,722 萬 | 1.7% | +2,621+2.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 59,330 | $1,793 萬 | 1.7% | −162−0.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 31,158 | $1,862 萬 | 1.8% | +31,158 | 新進 | – |
| RTXRTX Corp | Stock | 105,144 | $2,028 萬 | 2.0% | +2,579+2.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 65,893 | $2,048 萬 | 2.0% | +651+1.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 89,249 | $2,182 萬 | 2.1% | +1,444+1.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 148,613 | $2,186 萬 | 2.1% | +471+0.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 106,918 | $2,284 萬 | 2.2% | −26,803−20.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 125,531 | $3,693 萬 | 3.6% | +1,485+1.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 133,287 | $4,125 萬 | 4.0% | −576−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 143,677 | $5,318 萬 | 5.1% | +1,891+1.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 185,528 | $5,322 萬 | 5.1% | −1,607−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 214,146 | $5,435 萬 | 5.2% | +3,557+1.7% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（27 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GS.PAGoldman Sachs Group Inc | PREFERR | 174,457 | $337.6 萬 | 0.3% | 歷史 |
| USB.PHUS Bancorp DE | COM | 135,816 | $242.4 萬 | 0.2% | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 46,314 | $239.8 萬 | 0.2% | – |
| MET.PAMetlife Inc | COM | 103,119 | $222.9 萬 | 0.2% | 歷史 |
| BML.PHBank of America Corp | PREFERR | 86,222 | $159.2 萬 | 0.2% | 歷史 |
| MS.PAMorgan Stanley | PREFERR | 33,795 | $65.2 萬 | 0.1% | 歷史 |
| Usaa Growth & Tax Strategy Fund903287407 | Com | 19,735 | $59.4 萬 | 0.1% | – |
| Vanguard Wellingto Admiral921935201 | COM | 7,201 | $55.6 萬 | 0.1% | – |
| BML.PGBank of America Corp | PREFERRED STOCK | 25,100 | $46.4 萬 | <0.1% | 歷史 |
| GS.PDGoldman Sachs Group Inc | COM | 22,350 | $43.5 萬 | <0.1% | 歷史 |
| Schwab Cap Tr S&P 500IDX Sel808509855 | COM | 21,731 | $38.1 萬 | <0.1% | – |
| American Balanced FD024071102 | MUTUAL | 8,997 | $33.7 萬 | <0.1% | – |
| Sandoz Group ADR799926100 | Domestic Equities | 4,242 | $31.0 萬 | <0.1% | – |
| Vanguard US Growth AdmiralT921910600 | COMMON STOCK | 1,522 | $29.7 萬 | <0.1% | – |
| CEGConstellation Energy Corp | Stock | 826 | $29.2 萬 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 3,034 | $26.5 萬 | <0.1% | 歷史 |
| Vanguard921937686 | Equities | 2,763 | $25.1 萬 | <0.1% | – |
| CVSCVS Health Corp | Stock | 3,152 | $25.0 萬 | <0.1% | 歷史 |
| Franklin Custodian FDS Income353496631 | MF | 98,774 | $24.6 萬 | <0.1% | – |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,013 | $24.1 萬 | <0.1% | – |
| Vanguard921937736 | Equities | 5,066 | $23.2 萬 | <0.1% | – |
| American Capital World Growth and Income140543109 | Com | 3,152 | $22.5 萬 | <0.1% | – |
| Vanguard Long-Term Tax-Exempt Adm922907860 | Com | 19,990 | $21.7 萬 | <0.1% | – |
| Vanguard92203J308 | mf | 11,124 | $21.5 萬 | <0.1% | – |
| TSCOTractor Supply Co | COM | 4,125 | $20.6 萬 | <0.1% | 歷史 |
| Vanguard Pa Tax Free92204L302 | MUTUAL | 16,815 | $18.2 萬 | <0.1% | – |
| Vanguard922031810 | mf | 18,030 | $16.1 萬 | <0.1% | – |