Tower Bridge Advisors 13F 持仓 · 2026年Q2
Tower Bridge Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 222 只证券，申报市值合计 11.08 亿美元。前几大持仓：GOOG（5.75%）、AAPL（5.41%）、MSFT（4.73%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. Class C | $63.7M | 5.75% | 180,426 | 减持 |
| 2 | AAPL | Apple Inc. | $60.0M | 5.41% | 207,214 | 减持 |
| 3 | MSFT | Microsoft Corporation | $52.4M | 4.73% | 140,509 | 减持 |
| 4 | AVGO | Broadcom Inc. | $49.0M | 4.42% | 129,671 | 减持 |
| 5 | LRCX | Lam Research Corporation | $44.8M | 4.04% | 103,392 | 减持 |
| 6 | JPM | JPMorgan Chase & Co. | $40.1M | 3.61% | 122,394 | 减持 |
| 7 | VOO | Vanguard S&P 500 ETF | $26.3M | 2.37% | 38,315 | 增持 |
| 8 | JNJ | Johnson & Johnson | $22.7M | 2.05% | 89,561 | 增持 |
| 9 | ORCL | Oracle Corporation | $21.2M | 1.92% | 144,951 | 减持 |
| 10 | V | Visa Inc. Class A | $20.3M | 1.83% | 59,084 | 减持 |
| 11 | RTX | RTX Corporation | $19.7M | 1.78% | 103,955 | 减持 |
| 12 | GOOGL | Alphabet Inc. Class A | $19.7M | 1.77% | 55,051 | 增持 |
| 13 | MCD | McDonald's Corporation | $17.6M | 1.59% | 65,215 | 减持 |
| 14 | ETN | Eaton Corp. Plc | $16.0M | 1.44% | 37,534 | 减持 |
| 15 | J | Jacobs Solutions Inc. | $14.6M | 1.31% | 115,626 | 减持 |
| 16 | XOM | Exxon Mobil Corporation | $13.9M | 1.26% | 101,825 | 新建仓 |
| 17 | TMO | Thermo Fisher Scientific Inc. | $13.4M | 1.21% | 26,811 | 减持 |
| 18 | AMZN | Amazon.com, Inc. | $13.3M | 1.20% | 55,929 | 增持 |
| 19 | TOL | Toll Brothers, Inc. | $12.3M | 1.11% | 74,881 | 减持 |
| 20 | IQV | IQVIA Holdings Inc | $12.2M | 1.10% | 63,268 | 减持 |
| 21 | PG | Procter & Gamble Company | $12.1M | 1.10% | 82,775 | 增持 |
| 22 | ICE | Intercontinental Exchange, Inc. | $11.9M | 1.07% | 96,576 | 增持 |
| 23 | PEP | PepsiCo, Inc. | $11.5M | 1.04% | 85,116 | 减持 |
| 24 | SCHW | Charles Schwab Corp | $11.2M | 1.01% | 121,059 | 减持 |
| 25 | KO | Coca-Cola Company | $11.0M | 1.00% | 135,870 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR