Tower Wealth Partners, Inc.
CIK 1852808 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $202.6M
- 持仓
- 101
- 截至
- 2026年6月30日
按 13F 价值排名第 6426（共 9443） · 前 68.1%
投资组合价值同比（季度）：+11.9% 13F不披露现金
- 前十大持仓权重
- 69.84%
- 前二十五大持仓权重
- 84.37%
- 持仓高于 1%
- 16
- 有效持仓数量
- 16.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.57% 估计买入 $8843683 · 卖出 $3011240
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q2 2026 · 74.3% 仍持有
- 新仓位
- 18
- 增加
- 59
- 减少
- 22
- 已结清
- 4
本页内容
行业细分
Technology
4.7%
Industrials
3.2%
Energy
2.1%
Retail
1.9%
Healthcare
1.7%
Financial Services
1.5%
Utilities
1.1%
Financials
0.8%
Consumer products
0.6%
Communication Services
0.6%
Consumer Discretionary
0.6%
Telecommunication
0.4%
Consumer Staples
0.2%
Materials
0.2%
Logistics & Transportation
0.1%
其他/未映射
80.2%
完整投资组合 101 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYG | $23553595 | 11.63% | 197946 | $4141273 | 下跌 ×1 | ||
| RECS | $22129670 | 10.93% | 511314 | $2402360 | 上涨 ×6 | ||
| VSMV VictoryShares US Multi-Factor Minimum Volatility ETF | $18982882 | 9.37% | 317448 | $752033 | 下跌 ×2 | ||
| JAAA | $17099044 | 8.44% | 338662 | $-112939 | 下跌 ×1 | ||
| IJH | $14581347 | 7.20% | 189098 | $1735318 | 下跌 ×4 | ||
| BUFR | $12993319 | 6.41% | 355689 | $853511 | 下跌 ×1 | ||
| DIVO | $11359786 | 5.61% | 248573 | $165450 | 下跌 ×1 | ||
| PVAL | $9569072 | 4.72% | 187813 | $1413947 | 上涨 ×2 | ||
| EDIV | $7081838 | 3.50% | 172907 | $401625 | 上涨 ×6 | ||
| FBND | $4108793 | 2.03% | 90323 | $417268 | 上涨 ×4 | ||
| VTI | $3997912 | 1.97% | 10804 | $851728 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3334454 | 1.65% | 4528 | $920660 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $3216197 | 1.59% | 11115 | $322365 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2049159 | 1.01% | 14988 | $-433306 | 上涨 ×1 | ||
| OUNZ | $2041527 | 1.01% | 52903 | $-145515 | 上涨 ×1 | ||
| AVUV | $2032590 | 1.00% | 16292 | $383604 | 上涨 ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1866525 | 0.92% | 22732 | $54361 | 上涨 ×4 | ||
| REGL | $1740196 | 0.86% | 19004 | $299741 | 上涨 ×6 | ||
| IDMO | $1628915 | 0.80% | 27018 | $305077 | 上涨 ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $1399126 | 0.69% | 3751 | $32243 | 上涨 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $1314334 | 0.65% | 8963 | $18852 | 下跌 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1268664 | 0.63% | 3550 | $264504 | 上涨 ×3 | ||
| PPL PPL Corporation Common Stock | $1264361 | 0.62% | 34783 | $-64349 | |||
| HD Home Depot, Inc. (The) Common Stock | $1208282 | 0.60% | 3426 | $1256 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1086472 | 0.54% | 2275 | $358866 | 上涨 ×6 | ||
| GLW Corning Incorporated Common Stock | $1074339 | 0.53% | 4206 | $549767 | 上涨 ×2 | ||
| FLEX Flex Ltd. - Ordinary Shares | $891061 | 0.44% | 5498 | $421320 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $871133 | 0.43% | 3655 | $86580 | 下跌 ×2 | ||
| APH Amphenol Corporation Common Stock | $836815 | 0.41% | 4746 | $255731 | 上涨 ×2 | ||
| BRKB | $789615 | 0.39% | 1578 | $-1544 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $742346 | 0.37% | 734 | $86704 | 下跌 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $725526 | 0.36% | 3626 | $305920 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $715687 | 0.35% | 2818 | $-28144 | 下跌 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $699639 | 0.35% | 657 | $232764 | 下跌 ×4 | ||
| CVX Chevron Corporation Common Stock | $689893 | 0.34% | 4162 | $-118465 | 上涨 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $661440 | 0.33% | 1751 | $149510 | 上涨 ×3 | ||
| MCD McDonald's Corporation Common Stock | $626579 | 0.31% | 2318 | $-81401 | 上涨 ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $601730 | 0.30% | 4683 | $57529 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $595086 | 0.29% | 1818 | $72070 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $582105 | 0.29% | 2070 | $41575 | 下跌 ×2 | ||
| V Visa Inc. | $578450 | 0.29% | 1686 | $-19078 | 下跌 ×2 | ||
| CME CME Group Inc. - Class A Common Stock | $576808 | 0.28% | 2612 | $-18027 | 上涨 ×5 | ||
| IYR | $559410 | 0.28% | 5471 | $90865 | 上涨 ×6 | ||
| TY Tri Continental Corporation Common Stock | $549782 | 0.27% | 15973 | $56844 | 上涨 ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $534436 | 0.26% | 463 | 上涨 ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $521463 | 0.26% | 3442 | $-24871 | 上涨 ×1 | ||
| XSVN | $519592 | 0.26% | 10992 | $51220 | 上涨 ×4 | ||
| STRL Sterling Infrastructure, Inc. - Common Stock | $509492 | 0.25% | 607 | $268388 | 上涨 ×1 | ||
| OKE ONEOK, Inc. Common Stock | $508507 | 0.25% | 5849 | $-8177 | 上涨 ×4 | ||
| NLR | $495467 | 0.24% | 4272 | $18913 | 上涨 ×2 | ||
| T AT&T Inc. | $494820 | 0.24% | 23904 | $-186865 | 上涨 ×6 | ||
| AMGN Amgen Inc. - Common Stock | $482706 | 0.24% | 1333 | $41486 | 上涨 ×3 | ||
| AXP American Express Company Common Stock | $454608 | 0.22% | 1344 | $-32990 | 下跌 ×3 | ||
| ABBV AbbVie Inc. Common Stock | $445403 | 0.22% | 1770 | $98941 | 上涨 ×6 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $427604 | 0.21% | 5752 | $9046 | 上涨 ×3 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $401867 | 0.20% | 202 | $141663 | 上涨 ×1 | ||
| BIL | $396160 | 0.20% | 4323 | $85317 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $386290 | 0.19% | 2036 | $-174470 | 下跌 ×4 | ||
| RSG Republic Services, Inc. Common Stock | $382905 | 0.19% | 1797 | $1153 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $382186 | 0.19% | 3374 | $-21473 | 上涨 ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $373778 | 0.18% | 8828 | $-50061 | 上涨 ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $358965 | 0.18% | 3775 | $54824 | 上涨 ×1 | ||
| RL Ralph Lauren Corporation Common Stock | $348825 | 0.17% | 869 | $54714 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $348730 | 0.17% | 4291 | $71984 | 上涨 ×3 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $343989 | 0.17% | 3417 | 上涨 ×1 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $343723 | 0.17% | 1396 | $61345 | 上涨 ×1 | ||
| NVS Novartis AG Common Stock | $343530 | 0.17% | 2192 | $9008 | 上涨 ×3 | ||
| FTI TechnipFMC plc Ordinary Share | $341114 | 0.17% | 5145 | $42265 | 上涨 ×1 | ||
| EME EMCOR Group, Inc. Common Stock | $337761 | 0.17% | 407 | $43175 | 上涨 ×1 | ||
| CAH Cardinal Health, Inc. Common Stock | $337573 | 0.17% | 1421 | $44275 | 上涨 ×1 | ||
| RY Royal Bank Of Canada Common Stock | $328668 | 0.16% | 1588 | $78556 | 上涨 ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $319931 | 0.16% | 342 | $-9887 | 上涨 ×1 | ||
| STT State Street Corporation Common Stock | $300531 | 0.15% | 1772 | $92719 | 上涨 ×1 | ||
| WEC WEC Energy Group, Inc. Common Stock | $291341 | 0.14% | 2495 | $4000 | 上涨 ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $286107 | 0.14% | 2260 | $36048 | 上涨 ×1 | ||
| TTE TotalEnergies SE Ordinary Shares | $271927 | 0.13% | 3497 | $-14387 | 上涨 ×1 | ||
| USFD US Foods Holding Corp. Common Stock | $270758 | 0.13% | 2648 | $31381 | 上涨 ×1 | ||
| IVV | $269600 | 0.13% | 360 | ||||
| WWD Woodward, Inc. - Common Stock | $262496 | 0.13% | 617 | 上涨 ×1 | |||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $255737 | 0.13% | 185 | 上涨 ×1 | |||
| TXN Texas Instruments Incorporated - Common Stock | $250379 | 0.12% | 840 | $45755 | 下跌 ×1 | ||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $247356 | 0.12% | 779 | $47025 | 上涨 ×4 | ||
| FDX FedEx Corporation Common Stock | $239544 | 0.12% | 765 | $20849 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $235229 | 0.12% | 458 | $-2609 | 下跌 ×2 | ||
| WSO Watsco, Inc. Common Stock | $232952 | 0.12% | 559 | ||||
| FAI | $231798 | 0.11% | 4261 | 上涨 ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $228816 | 0.11% | 2607 | $-21031 | 下跌 ×1 | ||
| CGNX Cognex Corporation - Common Stock | $227978 | 0.11% | 3148 | 上涨 ×1 | |||
| DDOG Datadog, Inc. - Class A Common Stock | $226513 | 0.11% | 870 | 上涨 ×1 | |||
| LUV Southwest Airlines Company Common Stock | $220180 | 0.11% | 4282 | 上涨 ×1 | |||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $213944 | 0.11% | 2458 | 上涨 ×1 | |||
| DGX Quest Diagnostics Incorporated Common Stock | $213222 | 0.11% | 1006 | 上涨 ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $207629 | 0.10% | 660 | 上涨 ×1 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $206692 | 0.10% | 705 | $5673 | 上涨 ×1 | ||
| AEM Agnico Eagle Mines Limited Common Stock | $205082 | 0.10% | 1322 | $-46207 | 上涨 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $204522 | 0.10% | 268 | ||||
| AZN AstraZeneca PLC - American Depositary Shares | $204031 | 0.10% | 1076 | 上涨 ×1 | |||
| WTRG Essential Utilities, Inc. Common Stock | $203848 | 0.10% | 5321 | $-10429 | |||
| ROST Ross Stores, Inc. - Common Stock | $201995 | 0.10% | 949 | 上涨 ×1 | |||
| SNA Snap-On Incorporated Common Stock | $201602 | 0.10% | 501 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| RECS | $22129670 | 10.93% | 上涨 ×6 |
| EDIV | $7081838 | 3.50% | 上涨 ×6 |
| FBND | $4108793 | 2.03% | 上涨 ×4 |
| SHY | $1866525 | 0.92% | 上涨 ×4 |
| REGL | $1740196 | 0.86% | 上涨 ×6 |
| IDMO | $1628915 | 0.80% | 上涨 ×4 |
| GOOGL | $1268664 | 0.63% | 上涨 ×3 |
| TSM | $1086472 | 0.54% | 上涨 ×6 |
| CVX | $689893 | 0.34% | 上涨 ×4 |
| AVGO | $661440 | 0.33% | 上涨 ×3 |
| MCD | $626579 | 0.31% | 上涨 ×6 |
| CME | $576808 | 0.28% | 上涨 ×5 |
| IYR | $559410 | 0.28% | 上涨 ×6 |
| TY | $549782 | 0.27% | 上涨 ×6 |
| XSVN | $519592 | 0.26% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| MU | $534436 | 463 | 0.26% |
| SGOV | $343989 | 3417 | 0.17% |
| IVV | $269600 | 360 | 0.13% |
| WWD | $262496 | 617 | 0.13% |
| MPWR | $255737 | 185 | 0.13% |
| WSO | $232952 | 559 | 0.12% |
| FAI | $231798 | 4261 | 0.11% |
| CGNX | $227978 | 3148 | 0.11% |
| DDOG | $226513 | 870 | 0.11% |
| LUV | $220180 | 4282 | 0.11% |
| IBKR | $213944 | 2458 | 0.11% |
| DGX | $213222 | 1006 | 0.11% |
| NSC | $207629 | 660 | 0.10% |
| CRWD | $204522 | 268 | 0.10% |
| AZN | $204031 | 1076 | 0.10% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| IOO | 2025年6月30日 | 118510 | $11411328 | 不再跟踪 |
| FTSL | 2025年6月30日 | 247918 | $11317457 | |
| SPYV | 2025年12月31日 | 50711 | $2805840 | 不再跟踪 |
| UNH | 2025年6月30日 | 966 | $505942 | 24.2% |
| META | 2026年3月31日 | 748 | $493747 | -4.1% |
| EVSM | 2025年12月31日 | 9455 | $476863 | 不再跟踪 |
| CRM | 2025年6月30日 | 1470 | $394489 | -24.6% |
| CRWD | 2026年3月31日 | 829 | $388602 | -52.0% |
| PWR | 2025年3月31日 | 1165 | $368198 | 159.2% |
| MDT | 2026年6月30日 | 3910 | $338802 | 17.7% |
| LLY | 2026年6月30日 | 356 | $327438 | 4.2% |
| EXPE | 2026年3月31日 | 1127 | $319290 | 39.4% |
| IVV | 2026年3月31日 | 452 | $309593 | 不再跟踪 |
| DECK | 2025年3月31日 | 1466 | $297730 | -19.6% |
| APO | 2025年9月30日 | 2086 | $295941 | -1.3% |
| SE | 2025年12月31日 | 1647 | $294368 | -8.5% |
| PLTR | 2026年6月30日 | 1914 | $279980 | 48.3% |
| BRO | 2025年9月30日 | 2464 | $273184 | -23.2% |
| RDDT | 2026年3月31日 | 1145 | $263201 | 13.9% |
| MSI | 2025年6月30日 | 596 | $260935 | 13.5% |
| HON | 2025年12月31日 | 1237 | $260388 | 12.6% |
| AEM | 2025年12月31日 | 1539 | $259414 | 27.9% |
| FFIV | 2025年12月31日 | 794 | $256613 | 48.5% |
| ADP | 2026年3月31日 | 992 | $255172 | 37.3% |
| TDG | 2026年3月31日 | 190 | $252672 | 3.3% |
| HOOD | 2026年3月31日 | 2227 | $251874 | 53.4% |
| WMK | 2025年12月31日 | 3483 | $250323 | 10.5% |
| APP | 2026年3月31日 | 356 | $239880 | -24.5% |
| ACN | 2026年3月31日 | 889 | $238519 | -7.9% |
| IEF | 2025年6月30日 | 2401 | $228983 | |
| KMI | 2025年9月30日 | 7703 | $226468 | 11.5% |
| AA | 2026年6月30日 | 3380 | $224195 | 1.8% |
| MDT | 2025年9月30日 | 2570 | $224027 | -3.3% |
| MA | 2025年3月31日 | 415 | $218527 | 4.9% |
| ARES | 2025年3月31日 | 1229 | $217570 | -2.8% |
| UBER | 2025年12月31日 | 2193 | $214848 | -4.3% |
| ARES | 2026年3月31日 | 1325 | $214160 | 30.7% |
| APD | 2025年12月31日 | 774 | $211085 | 22.9% |
| IRM | 2025年3月31日 | 1987 | $208854 | 45.0% |
| DRI | 2025年9月30日 | 953 | $207725 | 14.7% |
| WSO | 2025年12月31日 | 513 | $207406 | -6.0% |
| ORCL | 2026年3月31日 | 1052 | $205045 | -0.4% |
| FCX | 2025年3月31日 | 5365 | $204299 | 103.7% |
| TXN | 2025年9月30日 | 980 | $203468 | 44.3% |