Tower View Wealth Management LLC 13F 持仓 · 2026年Q2
Tower View Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 205 只证券，申报市值合计 2.27 亿美元。前几大持仓：TSM（7.57%）、LLY（5.05%）、SPYM（4.93%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $17.2M | 7.57% | 36,067 | 减持 |
| 2 | LLY | ELI LILLY & CO | $11.5M | 5.05% | 9,568 | 减持 |
| 3 | SPYM | SPDR SERIES TRUST ST STR P500ETF | $11.2M | 4.93% | 127,446 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $10.4M | 4.57% | 51,919 | 增持 |
| 5 | VUG | VANGUARD INDEX FDS GROWTH ETF | $9.3M | 4.08% | 107,710 | 增持 |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $9.1M | 3.99% | 25,705 | 减持 |
| 7 | PWR | QUANTA SVCS INC | $8.2M | 3.60% | 11,371 | 减持 |
| 8 | AMZN | AMAZON COM INC | $7.1M | 3.11% | 29,713 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $6.7M | 2.96% | 18,048 | 增持 |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $6.6M | 2.88% | 18,332 | 减持 |
| 11 | V | VISA INC CL A | $6.3M | 2.79% | 18,494 | 减持 |
| 12 | NVMI | NOVA LTD | $6.1M | 2.70% | 11,316 | 减持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $6.0M | 2.65% | 6,451 | 减持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $5.9M | 2.60% | 7,915 | 增持 |
| 15 | PH | PARKER-HANNIFIN CORP | $5.3M | 2.33% | 5,419 | 减持 |
| 16 | GRMN | GARMIN LTD SHS | $5.0M | 2.21% | 21,163 | 减持 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $4.7M | 2.07% | 19,940 | 增持 |
| 18 | PM | PHILIP MORRIS INTL INC | $4.4M | 1.92% | 24,193 | 减持 |
| 19 | DRS | LEONARDO DRS INC | $3.9M | 1.73% | 91,935 | 增持 |
| 20 | EWY | ISHARES INC MSCI STH KOR ETF | $3.8M | 1.69% | 19,062 | 减持 |
| 21 | VBK | VANGUARD INDEX FDS SML CP GRW ETF | $3.6M | 1.60% | 9,962 | 减持 |
| 22 | ETN | EATON CORP PLC SHS | $3.5M | 1.54% | 8,213 | 减持 |
| 23 | AVGO | BROADCOM INC | $3.5M | 1.53% | 9,183 | 增持 |
| 24 | ADI | ANALOG DEVICES INC | $3.4M | 1.50% | 8,592 | 减持 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $3.4M | 1.50% | 5,884 | 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