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Tower Wealth Partners, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Tower Wealth Partners, Inc.

No.7108 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.03亿
环比变动 Q1 2026
+$2,162.0万+11.9%
持仓股票数
101
新买入
18
加仓
59
减仓
22
清仓
4
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富系列信托SPYG
11.63%10.73%$2,355.4万19.8万股$1,941.2万19.8万股-321股-0.16%减仓
CCOLUMBIA ETF TR IRECS
10.93%10.9%$2,213.0万51.1万股$1,972.7万50.6万股+5,226股+1.03%加仓
VVictory组合IIVSMV
9.37%10.08%$1,898.3万31.7万股$1,823.1万32.2万股-4,838股-1.50%减仓
J骏利亨德森JAAA
8.44%9.51%$1,709.9万33.9万股$1,721.2万34.2万股-3,049股-0.89%减仓
IiShares安硕·COREIJH
7.2%7.1%$1,458.1万18.9万股$1,284.6万19.0万股-1,129股-0.59%减仓
FIRST INTST BANCSYSTEMFIBK
6.41%6.71%$1,299.3万35.6万股$1,214.0万35.9万股-3,796股-1.06%减仓
AAMPLIFY ETF TRDIVO
5.61%6.19%$1,136.0万24.9万股$1,119.4万25.0万股-1,022股-0.41%减仓
PPUTNAM ETF TRUSTPVAL
4.72%4.51%$956.9万18.8万股$815.5万17.6万股+1.2万股+6.86%加仓
SSPDR道富指数基金EDIV
3.5%3.69%$708.2万17.3万股$668.0万16.9万股+3,702股+2.19%加仓
F富达·MERRIMACK STR TRFBND
2.03%2.04%$410.9万9.0万股$369.2万8.1万股+9,404股+11.62%加仓
G通用动力VTI
1.97%1.74%$399.8万1.1万股$314.6万9,807股+997股+10.17%加仓
V先锋领航指数基金VOO
1.65%1.33%$333.4万4,528股$241.4万4,182股+346股+8.27%加仓
苹果AAPL
1.59%1.6%$321.6万1.1万股$289.4万1.1万股-287股-2.52%减仓
埃克森美孚XOM
1.01%1.37%$204.9万1.5万股$248.2万1.5万股+356股+2.43%加仓
VVANECK MERK GOLD TRUSTOUNZ
1.01%1.21%$204.2万5.3万股$218.7万4.9万股+4,356股+8.97%加仓
AAvantis·U SAVUV
1%0.91%$203.3万1.6万股$164.9万1.5万股+1,365股+9.14%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.92%1%$186.7万2.3万股$181.2万2.2万股+785股+3.58%加仓
PProShares信托REGL
0.86%0.8%$174.0万1.9万股$144.0万1.7万股+2,334股+14.00%加仓
I景顺·S&PIDMO
0.8%0.73%$162.9万2.7万股$132.4万2.4万股+2,878股+11.92%加仓
微软MSFT
0.69%0.76%$139.9万3,751股$136.7万3,693股+58股+1.57%加仓
宝洁PG
0.65%0.72%$131.4万8,963股$129.5万8,969股-6股-0.07%减仓
谷歌AGOOGL
0.63%0.55%$126.9万3,550股$100.4万3,492股+58股+1.66%加仓
PPL COMPPL
0.62%0.73%$126.4万3.5万股$132.9万3.5万股00.00%持仓不变
家得宝HD
0.6%0.67%$120.8万3,426股$120.7万3,670股-244股-6.65%减仓
台积电TSM
0.54%0.4%$108.6万2,275股$72.8万2,153股+122股+5.67%加仓
康宁GLW
0.53%0.29%$107.4万4,206股$52.5万3,858股+348股+9.02%加仓
FFLEXFLEX
0.44%0.26%$89.1万5,498股$47.0万7,176股-1,678股-23.38%减仓
亚马逊AMZN
0.43%0.43%$87.1万3,655股$78.5万3,767股-112股-2.97%减仓
安费诺APH
0.41%0.32%$83.7万4,746股$58.1万4,599股+147股+3.20%加仓
伯克希尔哈撒韦BRK.B
0.39%0.44%$79.0万1,578股$79.1万1,651股-73股-4.42%减仓
高盛GS
0.37%0.36%$74.2万734股$65.6万775股-41股-5.29%减仓
英伟达NVDA
0.36%0.23%$72.6万3,626股$42.0万2,406股+1,220股+50.71%加仓
强生JNJ
0.35%0.41%$71.6万2,818股$74.4万3,043股-225股-7.39%减仓
卡特彼勒CAT
0.35%0.26%$70.0万657股$46.7万659股-2股-0.30%减仓
雪佛龙CVX
0.34%0.45%$69.0万4,162股$80.8万3,907股+255股+6.53%加仓
博通AVGO
0.33%0.28%$66.1万1,751股$51.2万1,654股+97股+5.86%加仓
麦当劳MCD
0.31%0.39%$62.7万2,318股$70.8万2,278股+40股+1.76%加仓
默沙东MRK
0.3%0.3%$60.2万4,683股$54.4万4,524股+159股+3.51%加仓
摩根大通JPM
0.29%0.29%$59.5万1,818股$52.3万1,778股+40股+2.25%加仓
IIBMIBM
0.29%0.3%$58.2万2,070股$54.1万2,230股-160股-7.17%减仓
VisaV
0.29%0.33%$57.8万1,686股$59.8万1,977股-291股-14.72%减仓
芝加哥商品交易所CME
0.28%0.33%$57.7万2,612股$59.5万2,014股+598股+29.69%加仓
IiShares安硕·US REAL ESTATE ETFIYR
0.28%0.26%$55.9万5,471股$46.9万4,955股+516股+10.41%加仓
TTRI CONTLTY
0.27%0.27%$55.0万1.6万股$49.3万1.6万股+369股+2.36%加仓
美光科技MU
0.26%$53.4万463股$00股+463股新买入
TJXTJX
0.26%0.3%$52.1万3,442股$54.6万3,421股+21股+0.61%加仓
BBONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETFXSVN
0.26%0.26%$52.0万1.1万股$46.8万9,815股+1,177股+11.99%加仓
SSTERLING INFRASTRUCTURESTRL
0.25%0.13%$50.9万607股$24.1万592股+15股+2.53%加仓
ONEOKOKE
0.25%0.29%$50.9万5,849股$51.7万5,716股+133股+2.33%加仓
VANECK URANIUM AND NUCLEAR ETFNLR
0.24%0.26%$49.5万4,272股$47.7万3,578股+694股+19.40%加仓

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