Strong Tower Advisory Services
- SEC CIK
- 0001889322
- 最新申報
- 2026/7/13
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/14 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 104
- 較 2021 年第 4 季 −2
- 總值
- $1.95 億
- 較 2021 年第 4 季 +$753.2 萬 (+4.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FSKFS KKR Capital Corp | COM | 836,639 | $1,909 萬 | 9.8% | +836,639 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 11,787 | $1,270 萬 | 6.5% | −393−3.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 20,444 | $1,043 萬 | 5.3% | −389−1.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 48,244 | $842.4 萬 | 4.3% | −1,432−2.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,287 | $745.4 萬 | 3.8% | −201−8.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 22,644 | $698.1 萬 | 3.6% | +387+1.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,986 | $552.4 萬 | 2.8% | −138−6.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,232 | $442.9 萬 | 2.3% | +4,763+41.5% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 87,763 | $436.5 萬 | 2.2% | −11,769−11.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 48,114 | $397.4 萬 | 2.0% | −3,596−7.0% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 43,712 | $394.5 萬 | 2.0% | −5,327−10.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 17,053 | $378.2 萬 | 1.9% | +113+0.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,327 | $364.4 萬 | 1.9% | −509−4.7% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 8,944 | $326.7 萬 | 1.7% | +259+3.0% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 24,620 | $323.2 萬 | 1.7% | −2,523−9.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 44,261 | $323.2 萬 | 1.7% | +716+1.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,418 | $320.0 萬 | 1.6% | −333−5.8% | 減碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 49,466 | $307.3 萬 | 1.6% | −7,336−12.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 16,574 | $293.7 萬 | 1.5% | −43−0.3% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 8,675 | $292.7 萬 | 1.5% | −308−3.4% | 減碼 | 歷史 |
| UUnity Software Inc. | COM | 28,648 | $284.2 萬 | 1.5% | +10,538+58.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 8,584 | $283.3 萬 | 1.5% | −685−7.4% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 20,776 | $248.9 萬 | 1.3% | +20,776 | 新進 | 歷史 |
| DEDeere & Co | Stock | 5,156 | $214.2 萬 | 1.1% | +1,016+24.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 16,768 | $193.9 萬 | 1.0% | +651+4.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,670 | $180.4 萬 | 0.9% | +178+7.1% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 19,831 | $173.0 萬 | 0.9% | +19,831 | 新進 | – |
| RTXRTX Corp | Stock | 14,882 | $147.4 萬 | 0.8% | +2,257+17.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 10,949 | $147.3 萬 | 0.8% | +3,282+42.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 8,271 | $146.0 萬 | 0.7% | +3,041+58.1% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,539 | $141.4 萬 | 0.7% | +1,583+17.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,940 | $140.8 萬 | 0.7% | +1,064+37.0% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 3,215 | $139.6 萬 | 0.7% | +572+21.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,687 | $138.7 萬 | 0.7% | +12,687 | 新進 | 歷史 |
| GRMNGarmin Ltd | SHS | 11,679 | $138.5 萬 | 0.7% | +4,387+60.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 6,462 | $138.2 萬 | 0.7% | +612+10.5% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 21,084 | $135.8 萬 | 0.7% | +1,219+6.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,529 | $132.0 萬 | 0.7% | +505+8.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,734 | $130.2 萬 | 0.7% | +2,333+24.8% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 11,711 | $130.1 萬 | 0.7% | +714+6.5% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 12,818 | $129.7 萬 | 0.7% | +1,013+8.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 24,549 | $127.1 萬 | 0.7% | +1,368+5.9% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 5,250 | $126.9 萬 | 0.7% | +337+6.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,646 | $125.8 萬 | 0.6% | +248+17.7% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 12,452 | $123.7 萬 | 0.6% | +914+7.9% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,316 | $122.5 萬 | 0.6% | +354+8.9% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 23,698 | $122.1 萬 | 0.6% | +3,571+17.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,559 | $120.3 萬 | 0.6% | +746+12.8% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,764 | $118.4 萬 | 0.6% | +383+8.7% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,732 | $118.1 萬 | 0.6% | +909+23.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,214 | $117.5 萬 | 0.6% | +7,214 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,406 | $117.2 萬 | 0.6% | +678+18.2% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 15,056 | $115.9 萬 | 0.6% | +5,127+51.6% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,426 | $114.6 萬 | 0.6% | +253+11.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,165 | $112.0 萬 | 0.6% | +1,649+25.3% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,226 | $109.4 萬 | 0.6% | +744+16.6% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,277 | $104.2 萬 | 0.5% | +6,277 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 5,116 | $82.9 萬 | 0.4% | +221+4.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,429 | $82.3 萬 | 0.4% | +1,429 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 5,851 | $79.9 萬 | 0.4% | +220+3.9% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 10,658 | $79.3 萬 | 0.4% | −1,329−11.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,045 | $75.3 萬 | 0.4% | +298+10.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,500 | $73.9 萬 | 0.4% | −44,011−75.2% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 3,424 | $72.7 萬 | 0.4% | +446+15.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,552 | $71.8 萬 | 0.4% | +4,552 | 新進 | – |
| CTVACorteva, Inc. | Stock | 12,300 | $70.7 萬 | 0.4% | +1,053+9.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,179 | $69.0 萬 | 0.4% | +482+13.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,561 | $67.9 萬 | 0.3% | +853+23.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,116 | $66.6 萬 | 0.3% | +1,841+29.3% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,001 | $66.2 萬 | 0.3% | +793+24.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,649 | $65.0 萬 | 0.3% | +2,180+23.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,241 | $64.8 萬 | 0.3% | +739+21.1% | 加碼 | 歷史 |
| KKellanova | Stock | 10,036 | $64.7 萬 | 0.3% | +2,399+31.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,217 | $64.0 萬 | 0.3% | −114−2.6% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 3,108 | $63.7 萬 | 0.3% | +370+13.5% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,740 | $63.7 萬 | 0.3% | −208−10.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,649 | $63.4 萬 | 0.3% | +692+17.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,126 | $60.5 萬 | 0.3% | −41−3.5% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,433 | $60.4 萬 | 0.3% | +1,433+28.7% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 15,364 | $58.2 萬 | 0.3% | +1,937+14.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,691 | $57.8 萬 | 0.3% | +1,159+32.8% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 1,378 | $56.1 萬 | 0.3% | +329+31.4% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 5,872 | $53.4 萬 | 0.3% | +955+19.4% | 加碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 43,181 | $49.9 萬 | 0.3% | +5,675+15.1% | 加碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 7,781 | $48.5 萬 | 0.2% | +1,697+27.9% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 10,335 | $41.4 萬 | 0.2% | +980+10.5% | 加碼 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 4,261 | $41.0 萬 | 0.2% | −240−5.3% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 792 | $40.5 萬 | 0.2% | −9−1.1% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 2,848 | $39.9 萬 | 0.2% | −127−4.3% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,215 | $39.3 萬 | 0.2% | −273−5.0% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 595 | $38.8 萬 | 0.2% | −49−7.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,365 | $38.2 萬 | 0.2% | −53−3.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 544 | $37.3 萬 | 0.2% | −120−18.1% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 488 | $36.2 萬 | 0.2% | +26+5.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,741 | $36.1 萬 | 0.2% | −571−17.2% | 減碼 | 歷史 |
| POOLPool Corp | COM | 786 | $33.2 萬 | 0.2% | −221−21.9% | 減碼 | 歷史 |
| HELEHelen of Troy Ltd | Stock | 1,672 | $32.7 萬 | 0.2% | +18+1.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 1,979 | $29.5 萬 | 0.2% | −3,638−64.8% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,529 | $29.0 萬 | 0.1% | +205+15.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,360 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。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 |
|---|---|---|---|
| AMZNAmazon Com Inc | Stock | – | $32.6 萬 |
2021 年第 4 季之後清倉（12 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LMTLockheed Martin Corp | Stock | 8,631 | $306.8 萬 | 1.6% | 歷史 |
| IRDMIridium Communications Inc. | COM | 71,089 | $293.5 萬 | 1.6% | 歷史 |
| XLNXXilinx Inc | COM | 6,897 | $146.2 萬 | 0.8% | 歷史 |
| CARRCarrier Global Corp | Stock | 20,125 | $109.2 萬 | 0.6% | 歷史 |
| FISVFiserv Inc | Stock | 8,754 | $90.9 萬 | 0.5% | 歷史 |
| DHIHorton D R Inc | COM | 4,621 | $50.1 萬 | 0.3% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 714 | $31.2 萬 | 0.2% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,205 | $29.1 萬 | 0.2% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,304 | $27.6 萬 | 0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 627 | $24.9 萬 | 0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 477 | $22.8 萬 | 0.1% | – |
| WINAWinmark Corp | COM | 851 | $21.1 萬 | 0.1% | 歷史 |