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TOWER TRUST & INVESTMENT Co

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$1.6億

申報季度: 2026-06-30 · 持股檔數: 248

TOWER TRUST & INVESTMENT Co在最新一期 13F 報告中揭露了 248 項持股，申報期為 2026-06-30，總持股市值約為 US$1.6億，季度換手率為 17.2%。

機構性格雪花圖

集中度
15.98
持倉穩定性
17.24
動能／逆勢
100
產業集中度
69.5
多樣化
100
倉位均衡度
70.16

近期動向

  • 加碼 AMD

    -14.2%　US$263.2萬

  • 減碼 GII

    -2.1%　-US$36.0萬

  • 加碼 AVGO

    +61.2%　US$161.4萬

  • 加碼 PANW

    -2.3%　US$139.6萬

  • 加碼 KLAC

    +829.7%　US$106.9萬

  • 加碼 AAPL

    -1.0%　US$228.4萬

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

僅顯示前 247 大持股（共 248 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技12.12%+0.51%-0.97%
2GIIState Street Spdr S&p GlobalETF-其他8.64%-0.94%-2.06%
3NVDANvidia CORP股票-科技8.09%+0.42%-0.52%
4MSFTMicrosoft CORP股票-科技4.11%—-1.82%
5GOOGAlphabet Inc-cl C股票-通訊服務4.06%+0.39%-2.75%
6AMZNAmazon.com INC股票-循環性消費3.40%+0.13%-1.56%
7GOOGLAlphabet Inc-cl A股票-通訊服務2.84%+0.25%-4.68%
8METAMeta Platforms Inc-class A股票-通訊服務2.78%-0.30%-0.90%
9JPMJpmorgan Chase & Co股票-金融2.74%-0.03%-3.97%
10AMDAdvanced Micro Devices股票-科技2.70%+1.51%-14.19%
11AVGOBroadcom INC股票-科技1.99%+0.90%+61.24%
12PANWPalo Alto Networks INC股票-科技1.63%+0.78%-2.34%
13MAMastercard INC - A股票-金融1.48%—-1.15%
14COSTCostco Wholesale CORP股票-非循環性消費1.46%-0.26%-2.40%
15CATCaterpillar INC股票-工業1.42%+0.34%-5.34%
16KLACKla CORP股票-科技1.36%+0.58%+829.68%
17ADIAnalog Devices INC股票-科技1.15%+0.09%-6.49%
18TJXTjx Companies INC股票-循環性消費1.12%-0.17%-0.83%
19IEFAIshares Core Msci Eafe ETFETF-其他1.05%—-2.61%
20CCitigroup INC股票-金融0.99%+0.11%-0.92%
21CSCOCisco Systems INC股票-科技0.98%+0.12%-19.12%
22CVSCvs Health CORP股票-醫療保健0.95%+0.21%-3.85%
23ETNEaton Corporation plc股票-工業0.92%—-11.17%
24RTXRtx CORP股票-工業0.90%—-2.22%
25XOMExxon Mobil CORP股票-能源0.81%-0.29%-0.75%
26JNJJohnson & Johnson股票-醫療保健0.73%—-0.10%
27GSKGsk Plc-spon Adr股票-醫療保健0.73%—-0.63%
28LLYEli Lilly & Co股票-醫療保健0.72%+0.12%+0.10%
29EMREmerson Electric Co股票-工業0.71%-0.40%-36.44%
30BABoeing Co/the股票-工業0.70%+0.01%+1.45%
31CORCencora INC股票-醫療保健0.70%-0.13%+0.37%
32KOCoca-cola Co/the股票-非循環性消費0.65%—-2.61%
33ORCLOracle CORP股票-科技0.64%—-3.64%
34BNDVanguard Total Bond MarketETF-其他0.63%+0.06%+21.05%
35SCHWSchwab (charles) CORP股票-金融0.63%—+1.95%
36MDTMedtronic plc股票-醫療保健0.62%-0.22%-12.37%
37DEDeere & Co股票-工業0.60%+0.32%+104.99%
38NEENextera Energy INC股票-公用事業0.59%—-0.51%
39VOVanguard Mid-cap ETFETF-其他0.56%—+279.66%
40NFLXNetflix INC股票-通訊服務0.56%-0.33%-7.69%
41VCITVanguard Int-term CorporateETF-投資等級公司債0.55%—+13.00%
42GDGeneral Dynamics CORP股票-工業0.54%—-4.06%
43BXBlackstone INC股票-金融0.53%—-9.48%
44CRMSalesforce INC股票-科技0.53%-0.14%+1.75%
45HDHome Depot INC股票-循環性消費0.52%—-7.97%
46SLBSlb LTD股票-能源0.52%—+1.56%
47YUMYum! Brands INC股票-循環性消費0.49%—+0.39%
48AMTAmerican Tower CORP股票-房地產0.49%—-1.47%
49OVVOvintiv INC股票-能源0.47%-0.12%-3.38%
50PGProcter & Gamble Co/the股票-非循環性消費0.46%—-2.50%
1–50 of 247

本季持股變動

TOWER TRUST & INVESTMENT Co 在 2026-06-30 最顯著的持倉異動： 清倉: Honeywell International INC (HON); 減碼: Advanced Micro Devices (AMD) — 股數 -14.19%; 減碼: State Street Spdr S&p Global (GII) — 股數 -2.06%; 加碼: Broadcom INC (AVGO) — 股數 +61.24%; 減碼: Palo Alto Networks INC (PANW) — 股數 -2.34%.

TOWER TRUST & INVESTMENT Co 於截至 2026-06-30 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
1AMDAdvanced Micro Devices+1.5%-14.19%減碼
2AVGOBroadcom INC+0.9%+61.24%加碼
3PANWPalo Alto Networks INC+0.8%-2.34%減碼
4KLACKla CORP+0.6%+829.68%加碼
5AAPLApple INC+0.5%-0.97%減碼
6NVDANvidia CORP+0.4%-0.52%減碼
7GOOGAlphabet Inc-cl C+0.4%-2.75%減碼
8CATCaterpillar INC+0.3%-5.34%減碼
9DEDeere & Co+0.3%+104.99%加碼
10GSGoldman Sachs Group INC+0.3%+1607.14%加碼
11GOOGLAlphabet Inc-cl A+0.3%-4.68%減碼
12CVSCvs Health CORP+0.2%-3.85%減碼
13AMZNAmazon.com INC+0.1%-1.56%減碼
14IEMGIshares Core Msci Emerging+0.1%+35.93%加碼
15CSCOCisco Systems INC+0.1%-19.12%減碼
16LLYEli Lilly & Co+0.1%+0.10%加碼
17CCitigroup INC+0.1%-0.92%減碼
18ADIAnalog Devices INC+0.1%-6.49%減碼
19UNHUnitedhealth Group INC+0.1%+0.31%加碼
20INTCIntel CORP+0.1%+0.69%加碼
21BNDVanguard Total Bond Market+0.1%+21.05%加碼
22FTECFidelity Msci Info Tech Indx+0.1%—不變
23IGFIshares Global Infrastructur+0.1%+57.56%加碼
24BABoeing Co/the0%+1.45%加碼
25JPMJpmorgan Chase & Co0%-3.97%減碼
26PYPLPaypal Holdings INC-0.1%-14.14%減碼
27MCDMcdonald's CORP-0.1%-6.81%減碼
28LOWLowe's Cos INC-0.1%-7.97%減碼
29ZBHZimmer Biomet Holdings INC-0.1%-18.25%減碼
30PFEPfizer INC-0.1%-12.62%減碼
31OVVOvintiv INC-0.1%-3.38%減碼
32NKENike INC -cl B-0.1%-7.97%減碼
33CORCencora INC-0.1%+0.37%加碼
34CRMSalesforce INC-0.1%+1.75%加碼
35ADBEAdobe INC-0.2%-33.03%減碼
36CVXChevron CORP-0.2%-0.66%減碼
37TJXTjx Companies INC-0.2%-0.83%減碼
38ACNAccenture plc-0.2%-27.51%減碼
39ICEIntercontinental Exchange In-0.2%-1.41%減碼
40INTUIntuit INC-0.2%-18.33%減碼
41KKRKkr & Co INC-0.2%-25.91%減碼
42MDTMedtronic plc-0.2%-12.37%減碼
43COSTCostco Wholesale CORP-0.3%-2.40%減碼
44XOMExxon Mobil CORP-0.3%-0.75%減碼
45METAMeta Platforms Inc-class A-0.3%-0.90%減碼
46NFLXNetflix INC-0.3%-7.69%減碼
47MRSHMarsh & Mclennan Cos-0.4%-79.61%減碼
48EMREmerson Electric Co-0.4%-36.44%減碼
49HONHoneywell International INC-0.5%EXIT清倉
50GIIState Street Spdr S&p Global-0.9%-2.06%減碼

FAQ

TOWER TRUST & INVESTMENT Co 是什麼機構？屬於哪種投資人類型？
TOWER TRUST & INVESTMENT Co 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（2026-06-30），該機構追蹤的股票投資組合估值約為 US$1.6億，分佈在 248 個已申報部位之中。
TOWER TRUST & INVESTMENT Co 目前前幾大持股有哪些？
根據最新 13F 申報，TOWER TRUST & INVESTMENT Co 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$1997.6萬 (12.1%) 2. State Street Spdr S&p Global (GII) — US$1423.9萬 (8.6%) 3. Nvidia CORP (NVDA) — US$1334.1萬 (8.1%) 4. Microsoft CORP (MSFT) — US$677.8萬 (4.1%) 5. Alphabet Inc-cl C (GOOG) — US$669.8萬 (4.1%)
TOWER TRUST & INVESTMENT Co 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，TOWER TRUST & INVESTMENT Co 共進行了 49 項顯著調整：新建倉 0 個部位、加碼 13 個既有持股、減碼 35 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：清倉: Honeywell International INC (HON); 減碼: Advanced Micro Devices (AMD) — 股數 -14.19%; 減碼: State Street Spdr S&p Global (GII) — 股數 -2.06%; 加碼: Broadcom INC (AVGO) — 股數 +61.24%; 減碼: Palo Alto Networks INC (PANW) — 股數 -2.34%
TOWER TRUST & INVESTMENT Co 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 TRUST & INVESTMENT Co 的主要板塊分佈如下： • Information Technology: 42.8% • Communication Services: 12.7% • Financials: 10.3% • Consumer Discretionary: 8.7% • Industrials: 7.8% • Health Care: 7.7%