Strong Tower Advisory Services
- SEC CIK
- 0001889322
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/13。SEC
- 持股檔數
- 93
- 較 2026 年第 1 季 +1
- 總值
- $5.58 億
- 較 2026 年第 1 季 +$2,648.06 萬 (+5.0%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| ISHARES FLEXIBLE INCOME ACTIVE ETF092528603 | ETF | 582,449 | $3,048.54 萬 | 5.46% | +31,431+5.7% | 加碼 | – |
| VANGUARD BD INDEX FDS921937793 | LONG TERM BOND | 370,423 | $2,553.33 萬 | 4.58% | +29,923+8.8% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 120,965 | $2,420.39 萬 | 4.34% | −6,667−5.2% | 減碼 | 查看 |
| ISHARES TR464287432 | 20 YR TR BD ETF | 228,180 | $1,971.93 萬 | 3.53% | +21,129+10.2% | 加碼 | – |
| ISHARES TR464288513 | IBOXX HI YD ETF | 241,084 | $1,927.95 萬 | 3.46% | −2,334−1.0% | 減碼 | – |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 44,271 | $1,840.02 萬 | 3.30% | −342−0.8% | 減碼 | 查看 |
| PWRQUANTA SVCS INC | COM | 25,347 | $1,825.12 萬 | 3.27% | −940−3.6% | 減碼 | 查看 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242 | ETF | 155,252 | $1,693.33 萬 | 3.04% | −126,412−44.9% | 減碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 46,706 | $1,669.12 萬 | 2.99% | −624−1.3% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 43,190 | $1,611.08 萬 | 2.89% | +4,827+12.6% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 60,390 | $1,439.34 萬 | 2.58% | +545+0.9% | 加碼 | 查看 |
| TSLATESLA INC COM | Stock | 33,513 | $1,409.56 萬 | 2.53% | −1,342−3.9% | 減碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 10,899 | $1,307.28 萬 | 2.34% | −63−0.6% | 減碼 | 查看 |
| FCXFREEPORT MCMORAN INC CL B | Stock | 206,521 | $1,298.81 萬 | 2.33% | −2,408−1.2% | 減碼 | 查看 |
| MSTRSTRATEGY INC CL A NEW | Stock | 140,149 | $1,218.32 萬 | 2.18% | +5,468+4.1% | 加碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 41,062 | $1,188.17 萬 | 2.13% | −569−1.4% | 減碼 | 查看 |
| MMM3M CO COM | Stock | 72,570 | $1,174.98 萬 | 2.11% | +16,829+30.2% | 加碼 | 查看 |
| QNTQUANTINUUM INC | CL A COM | 128,525 | $1,050.56 萬 | 1.88% | +128,525 | 新進 | 查看 |
| LPXLOUISIANA PAC CORP | COM | 130,669 | $1,027.84 萬 | 1.84% | +21,865+20.1% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 29,728 | $1,019.92 萬 | 1.83% | +32+0.1% | 加碼 | 查看 |
| BABOEING CO COM | Stock | 46,013 | $996.04 萬 | 1.79% | +341+0.7% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 70,113 | $958.58 萬 | 1.72% | −1,638−2.3% | 減碼 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 99,584 | $874.05 萬 | 1.57% | +99,584 | 新進 | 查看 |
| BMNRBITMINE IMMERSION TECNOLOGIE | COM NEW | 613,431 | $816.48 萬 | 1.46% | +51,732+9.2% | 加碼 | 查看 |
| IBITISHARES BITCOIN TRUST ETF | ETF | 228,483 | $760.62 萬 | 1.36% | −151,389−39.9% | 減碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 17,335 | $654.83 萬 | 1.17% | −931−5.1% | 減碼 | 查看 |
| PHPARKER-HANNIFIN CORP COM | Stock | 5,193 | $507.94 萬 | 0.91% | −590−10.2% | 減碼 | 查看 |
| BHPBHP BILLITON LIMITED SPONSORED ADS | ADR | 55,482 | $462.22 萬 | 0.83% | −11,439−17.1% | 減碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 49,272 | $460.2 萬 | 0.82% | −545−1.1% | 減碼 | 查看 |
| CNICANADIAN NATL RY CO COM | Stock | 38,294 | $456.62 萬 | 0.82% | −433−1.1% | 減碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 23,822 | $451.97 萬 | 0.81% | −123−0.5% | 減碼 | 查看 |
| CMICUMMINS INC COM | Stock | 6,258 | $446.31 萬 | 0.80% | +163+2.7% | 加碼 | 查看 |
| GRMNGARMIN LTD | SHS | 18,706 | $444.34 萬 | 0.80% | −133−0.7% | 減碼 | 查看 |
| ETNEATON CORP PLC SHS | Stock | 10,319 | $439.72 萬 | 0.79% | +44+0.4% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 12,801 | $419.02 萬 | 0.75% | +397+3.2% | 加碼 | 查看 |
| KMBKIMBERLY-CLARK CORP COM | Stock | 37,789 | $414.81 萬 | 0.74% | +4,268+12.7% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 16,313 | $410.5 萬 | 0.74% | +1,437+9.7% | 加碼 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 19,205 | $408.62 萬 | 0.73% | +71+0.4% | 加碼 | – |
| AWKAMERICAN WTR WKS CO INC NEW COM | Stock | 30,845 | $405.85 萬 | 0.73% | +4,961+19.2% | 加碼 | 查看 |
| ECLECOLAB INC COM | Stock | 14,549 | $405.35 萬 | 0.73% | +462+3.3% | 加碼 | 查看 |
| CTVACORTEVA INC COM | Stock | 47,860 | $405.33 萬 | 0.73% | +319+0.7% | 加碼 | 查看 |
| LHXL3HARRIS TECHNOLOGIES INC COM | Stock | 13,802 | $401.07 萬 | 0.72% | −71−0.5% | 減碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 14,076 | $395.83 萬 | 0.71% | +14,076 | 新進 | 查看 |
| LOWLOWES COS INC COM | Stock | 17,651 | $389.19 萬 | 0.70% | +1,889+12.0% | 加碼 | 查看 |
| CEGCONSTELLATION ENERGY CORP COM | Stock | 15,618 | $387.9 萬 | 0.70% | −51−0.3% | 減碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 26,332 | $386.13 萬 | 0.69% | +4,086+18.4% | 加碼 | 查看 |
| WMTWALMART INC COM | Stock | 33,848 | $383.36 萬 | 0.69% | +818+2.5% | 加碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 14,085 | $380.72 萬 | 0.68% | +3,196+29.4% | 加碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 20,988 | $379.69 萬 | 0.68% | +1,602+8.3% | 加碼 | 查看 |
| KMIKINDER MORGAN INC DEL COM | Stock | 118,533 | $378.95 萬 | 0.68% | +1,834+1.6% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 4,050 | $378.86 萬 | 0.68% | +91+2.3% | 加碼 | 查看 |
| ITWILLINOIS TOOL WKS INC COM | Stock | 13,947 | $377.22 萬 | 0.68% | −100−0.7% | 減碼 | 查看 |
| SHWSHERWIN WILLIAMS CO | COM | 10,939 | $376.65 萬 | 0.68% | −90−0.8% | 減碼 | 查看 |
| GLOBAL X FDS37954Y343 | GLBL X MLP ETF | 70,782 | $375.71 萬 | 0.67% | +1,213+1.7% | 加碼 | – |
| MAMASTERCARD INCORPORATED CL A | Stock | 7,171 | $368.3 萬 | 0.66% | +19+0.3% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 21,952 | $363.88 萬 | 0.65% | −1,627−6.9% | 減碼 | 查看 |
| ROPROPER TECHNOLOGIES INC COM | Stock | 10,558 | $357.27 萬 | 0.64% | +1,185+12.6% | 加碼 | 查看 |
| BLKBLACKROCK INC COM | Stock | 3,692 | $355.01 萬 | 0.64% | −16−0.4% | 減碼 | 查看 |
| XELXCEL ENERGY INC COM | Stock | 44,001 | $353.32 萬 | 0.63% | +927+2.2% | 加碼 | 查看 |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 81,654 | $345.72 萬 | 0.62% | +2,041+2.6% | 加碼 | 查看 |
| POWLPOWELL INDS INC COM | Stock | 11,652 | $333.66 萬 | 0.60% | +6,494+125.9% | 加碼 | 查看 |
| STESTERIS PLC | SHS USD | 14,856 | $312.82 萬 | 0.56% | +25+0.2% | 加碼 | 查看 |
| INFQINFLEQTION INC | COM SHS | 222,687 | $296.62 萬 | 0.53% | +222,687 | 新進 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 6,164 | $294.37 萬 | 0.53% | +6,164 | 新進 | 查看 |
| INVESCO NASDAQ 100 ETF46138G649 | ETF | 7,137 | $216.23 萬 | 0.39% | +90+1.3% | 加碼 | – |
| HBMHUDBAY MINERALS INC | COM | 86,542 | $204.33 萬 | 0.37% | −8,432−8.9% | 減碼 | 查看 |
| IONQIONQ INC | COM | 34,247 | $182.4 萬 | 0.33% | +1,988+6.2% | 加碼 | 查看 |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 15,422 | $179.93 萬 | 0.32% | +987+6.8% | 加碼 | 查看 |
| ROKROCKWELL AUTOMATION INC COM | Stock | 3,470 | $171.77 萬 | 0.31% | +162+4.9% | 加碼 | 查看 |
| INODINNODATA INC | COM NEW | 21,284 | $160.86 萬 | 0.29% | −3,172−13.0% | 減碼 | 查看 |
| HIMSHIMS & HERS HEALTH INC COM CL A | Stock | 45,813 | $158.83 萬 | 0.28% | +17,646+62.6% | 加碼 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 9,001 | $158.7 萬 | 0.28% | +551+6.5% | 加碼 | 查看 |
| HASIHA SUSTAINABLE INFRA CAP INC | COM | 37,331 | $145.78 萬 | 0.26% | +1,814+5.1% | 加碼 | 查看 |
| EQIXEQUINIX INC | COM | 1,394 | $145.33 萬 | 0.26% | +51+3.8% | 加碼 | 查看 |
| MTWMANITOWOC CO INC | COM NEW | 100,933 | $140.2 萬 | 0.25% | +5,918+6.2% | 加碼 | 查看 |
| WABWABTEC COM | Stock | 5,171 | $139.42 萬 | 0.25% | +248+5.0% | 加碼 | 查看 |
| ORLYOREILLY AUTOMOTIVE INC COM | Stock | 13,754 | $126.66 萬 | 0.23% | +3,802+38.2% | 加碼 | 查看 |
| POOLPOOL CORP | COM | 5,633 | $121.05 萬 | 0.22% | +1,433+34.1% | 加碼 | 查看 |
| TDGTRANSDIGM GROUP INC | COM | 875 | $116.61 萬 | 0.21% | +82+10.3% | 加碼 | 查看 |
| TMDXTRANSMEDICS GROUP INC | COM | 15,160 | $100.69 萬 | 0.18% | +6,269+70.5% | 加碼 | 查看 |
| RDDTREDDIT INC CL A | Stock | 5,480 | $95.12 萬 | 0.17% | +5,480 | 新進 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 2,606 | $92.08 萬 | 0.17% | +23+0.9% | 加碼 | 查看 |
| DSLDOUBLELINE INCOME SOLUTIONS | COM | 75,194 | $83.16 萬 | 0.15% | +75,194 | 新進 | 查看 |
| JANUS DETROIT STR TR47103U753 | B-BBB CLO ETF | 16,221 | $76.81 萬 | 0.14% | +776+5.0% | 加碼 | – |
| RBB FD INC74933W452 | F/M US TREASURY | 10,995 | $54.82 萬 | 0.10% | +900+8.9% | 加碼 | – |
| ETHAISHARES ETHEREUM TR | SHS | 41,431 | $49.26 萬 | 0.09% | +20,370+96.7% | 加碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 2,810 | $42.57 萬 | 0.08% | 00.0% | 不變 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 523 | $39.06 萬 | 0.07% | +101+23.9% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 489 | $27.54 萬 | 0.05% | +25+5.4% | 加碼 | 查看 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 2,724 | $23.94 萬 | 0.04% | +2,724 | 新進 | – |
| TGTTARGET CORP COM | Stock | 1,767 | $23.08 萬 | 0.04% | −145−7.6% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 455 | $22.77 萬 | 0.04% | −7−1.5% | 減碼 | 查看 |
| AVAVAEROVIRONMENT INC | COM | 1,362 | $22.48 萬 | 0.04% | +1,362 | 新進 | 查看 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| MSTRSTRATEGY INC CL A NEW | Stock | – | $17.39 萬 |
2026 年第 1 季 之後清倉（8 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 61,970 | $777.47 萬 | 1.46% |
| SOLVSOLVENTUM CORP COM SHS | Stock | 112,703 | $735.95 萬 | 1.38% |
| MRKMERCK & CO INC COM | Stock | 32,655 | $392.81 萬 | 0.74% |
| ETENERGY TRANSFER L P | COM UT LTD PTN | 197,261 | $380.71 萬 | 0.72% |
| FBRTFRANKLIN BSP RLTY TR INC | COMMON STOCK | 86,749 | $73.65 萬 | 0.14% |
| TRVTRAVELERS COMPANIES INC COM | Stock | 1,234 | $35.99 萬 | 0.07% |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 4,170 | $26.17 萬 | 0.05% |
| ENVXENOVIX CORPORATION | COM | 42,089 | $21.8 萬 | 0.04% |