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Tower View Wealth Management LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.9億

申報季度: 2026-03-31 · 持股檔數: 204

Tower View Wealth Management LLC在最新一期 13F 報告中揭露了 204 項持股，申報期為 2026-03-31，總持股市值約為 US$1.9億，季度換手率為 20.4%。

機構性格雪花圖

集中度
11.18
持倉穩定性
20.45
動能／逆勢
100
產業集中度
64.1
多樣化
100
倉位均衡度
78.27

近期動向

  • 減碼 MRSH

    -63.0%　-US$327.6萬

  • 加碼 EWY

    +84.5%　US$195.9萬

  • 減碼 MSFT

    -2.1%　-US$223.1萬

  • 減碼 LLY

    -5.3%　-US$208.1萬

  • 加碼 GS

    +2200.0%　US$167.3萬

  • 減碼 CARR

    -74.2%　-US$171.5萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1TSMTaiwan Semiconductor-sp Adr股票-科技6.35%+0.62%-4.09%
2SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長4.87%—+4.45%
3NVDANvidia CORP股票-科技4.60%-0.17%-0.63%
4LLYEli Lilly & Co股票-醫療保健4.57%-0.86%-5.31%
5VUGVanguard Growth ETFETF-其他4.00%-0.27%+0.83%
6GOOGAlphabet Inc-cl C股票-通訊服務3.79%-0.21%-0.14%
7PWRQuanta Services INC股票-工業3.64%+0.75%-6.81%
8MSFTMicrosoft CORP股票-科技3.42%-0.98%-2.13%
9COSTCostco Wholesale CORP股票-非循環性消費3.34%+0.41%-4.75%
10NVMINova Ltd.股票-其他3.18%+0.35%-18.07%
11AMZNAmazon.com INC股票-循環性消費3.17%-0.30%-2.25%
12VVisa Inc-class A Shares股票-金融2.89%-0.43%-2.72%
13GOOGLAlphabet Inc-cl A股票-通訊服務2.73%-0.23%-3.39%
14SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長2.64%-0.02%+0.42%
15GRMNGarmin Ltd.股票-科技2.52%+0.27%-5.43%
16PHParker Hannifin CORP股票-工業2.50%+0.02%-4.70%
17PMPhilip Morris International股票-非循環性消費2.32%-0.06%-9.23%
18VIGVanguard Dividend Apprec ETFETF-其他2.18%—+1.37%
19DRSLeonardo Drs INC股票-工業2.09%+0.48%-4.26%
20MCDMcdonald's CORP股票-循環性消費1.85%+0.01%-4.63%
21EWYIshares Msci South Korea ETFETF-其他1.76%+1.03%+84.55%
22VBKVanguard Small-cap Grwth ETFETF-其他1.55%—+1.73%
23ETNEaton Corporation plc股票-工業1.51%+0.18%-2.84%
24JPMJpmorgan Chase & Co股票-金融1.47%-0.07%+1.01%
25ADIAnalog Devices INC股票-科技1.45%+0.25%-1.18%
26AVGOBroadcom INC股票-科技1.44%—+9.29%
27VOTVanguard Mid-cap Growth ETFETF-其他1.41%-0.03%+2.17%
28ARMArm Holdings Plc-adr股票-科技1.37%+0.28%-12.19%
29ISRGIntuitive Surgical INC股票-醫療保健1.34%-0.30%-3.42%
30VGTVanguard Info Tech ETFETF-科技型1.26%-0.03%+1.82%
31SPOTSpotify Technology S.A.股票-通訊服務1.22%-0.24%-3.65%
32HDHome Depot INC股票-循環性消費1.22%-0.32%-20.17%
33APHAmphenol Corp-cl A股票-科技1.10%-0.06%-1.72%
34GSGoldman Sachs Group INC股票-金融0.90%+0.86%+2200.00%
35MRSHMarsh & Mclennan Cos股票-金融0.89%-1.59%-63.02%
36UTHRUnited Therapeutics CORP股票-醫療保健0.83%+0.81%+3544.00%
37NFLXNetflix INC股票-通訊服務0.80%—+0.07%
38LRCXLam Research CORP股票-科技0.79%+0.79%NEW
39CSCOCisco Systems INC股票-科技0.75%+0.13%+14.73%
40WMTWalmart INC股票-非循環性消費0.73%+0.23%+24.79%
41AMDAdvanced Micro Devices股票-科技0.70%+0.70%NEW
42ABBVAbbvie INC股票-醫療保健0.66%+0.10%+19.77%
43BIDUBaidu INC - Spon Adr股票-通訊服務0.66%—+9.85%
44ORCLOracle CORP股票-科技0.61%-0.17%-0.15%
45UNPUnion Pacific CORP股票-工業0.56%-0.08%-18.63%
46PEPPepsico INC股票-非循環性消費0.39%-0.10%-28.52%
47VOOVanguard S&p 500 ETFETF-大型股與成長0.37%—-0.25%
48CARRCarrier Global CORP股票-工業0.33%-0.84%-74.24%
49MUMicron Technology INC股票-科技0.32%+0.32%NEW
50VYMVanguard High Dvd Yield ETFETF-其他0.30%—+8.51%
1–50 of 204

本季持股變動

Tower View Wealth Management LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Badger Meter INC (BMI); 清倉: TAT Technologies Ltd. (TATT); 新建倉: Lam Research CORP (LRCX); 新建倉: Advanced Micro Devices (AMD); 新建倉: Micron Technology INC (MU).

Tower View Wealth Management LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1EWYIshares Msci South Korea ETF+1%+84.55%加碼
2GSGoldman Sachs Group INC+0.9%+2200.00%加碼
3UTHRUnited Therapeutics CORP+0.8%+3544.00%加碼
4PWRQuanta Services INC+0.8%-6.81%減碼
5TSMTaiwan Semiconductor-sp Adr+0.6%-4.09%減碼
6DRSLeonardo Drs INC+0.5%-4.26%減碼
7COSTCostco Wholesale CORP+0.4%-4.75%減碼
8NVMINova Ltd.+0.4%-18.07%減碼
9ARMArm Holdings Plc-adr+0.3%-12.19%減碼
10GRMNGarmin Ltd.+0.3%-5.43%減碼
11ADIAnalog Devices INC+0.3%-1.18%減碼
12WMTWalmart INC+0.2%+24.79%加碼
13ETNEaton Corporation plc+0.2%-2.84%減碼
14CSCOCisco Systems INC+0.1%+14.73%加碼
15XOMExxon Mobil CORP+0.1%+31.52%加碼
16ABBVAbbvie INC+0.1%+19.77%加碼
17CVXChevron CORP0%+560.81%加碼
18PHParker Hannifin CORP0%-4.70%減碼
19MCDMcdonald's CORP0%-4.63%減碼
20SPYSs Spdr S&p 500 ETF Trust-us0%+0.42%加碼
21VOTVanguard Mid-cap Growth ETF0%+2.17%加碼
22VGTVanguard Info Tech ETF0%+1.82%加碼
23BSVVanguard Short-term Bond ETF-0.1%-82.68%減碼
24PMPhilip Morris International-0.1%-9.23%減碼
25APHAmphenol Corp-cl A-0.1%-1.72%減碼
26JPMJpmorgan Chase & Co-0.1%+1.01%加碼
27UNPUnion Pacific CORP-0.1%-18.63%減碼
28BRXBrixmor Property Group INC-0.1%-36.15%減碼
29PEPPepsico INC-0.1%-28.52%減碼
30PGProcter & Gamble Co/the-0.1%-47.51%減碼
31NVDANvidia CORP-0.2%-0.63%減碼
32ORCLOracle CORP-0.2%-0.15%減碼
33GOOGAlphabet Inc-cl C-0.2%-0.14%減碼
34GOOGLAlphabet Inc-cl A-0.2%-3.39%減碼
35SPOTSpotify Technology S.A.-0.2%-3.65%減碼
36VUGVanguard Growth ETF-0.3%+0.83%加碼
37AMZNAmazon.com INC-0.3%-2.25%減碼
38ISRGIntuitive Surgical INC-0.3%-3.42%減碼
39HDHome Depot INC-0.3%-20.17%減碼
40VVisa Inc-class A Shares-0.4%-2.72%減碼
41CARRCarrier Global CORP-0.8%-74.24%減碼
42LLYEli Lilly & Co-0.9%-5.31%減碼
43MSFTMicrosoft CORP-1%-2.13%減碼
44MRSHMarsh & Mclennan Cos-1.6%-63.02%減碼
45BMIBadger Meter INC—EXIT清倉
46TATTTAT Technologies Ltd.—EXIT清倉
47LRCXLam Research CORP—NEW新建倉
48AMDAdvanced Micro Devices—NEW新建倉
49MUMicron Technology INC—NEW新建倉
50NINisource INC—NEW新建倉

FAQ

Tower View Wealth Management LLC 是什麼機構？屬於哪種投資人類型？
Tower View Wealth Management LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.9億，分佈在 204 個已申報部位之中。
Tower View Wealth Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Tower View Wealth Management LLC 按市值排列的前幾大持股為： 1. Taiwan Semiconductor-sp Adr (TSM) — US$1236.2萬 (6.3%) 2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$949.5萬 (4.9%) 3. Nvidia CORP (NVDA) — US$897.0萬 (4.6%) 4. Eli Lilly & Co (LLY) — US$889.4萬 (4.6%) 5. Vanguard Growth ETF (VUG) — US$779.1萬 (4.0%)
Tower View Wealth Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Tower View Wealth Management LLC 共進行了 50 項顯著調整：新建倉 4 個部位、加碼 13 個既有持股、減碼 31 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：清倉: Badger Meter INC (BMI); 清倉: TAT Technologies Ltd. (TATT); 新建倉: Lam Research CORP (LRCX); 新建倉: Advanced Micro Devices (AMD); 新建倉: Micron Technology INC (MU)
Tower View Wealth Management LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Tower View Wealth Management LLC 的主要板塊分佈如下： • Information Technology: 37.3% • Communication Services: 13.6% • Health Care: 12.7% • Consumer Staples: 12.7% • Consumer Discretionary: 11.5% • Financials: 10.4%