Strong Tower Advisory Services
- SEC CIK
- 0001889322
- 最新申報
- 2026/7/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/14 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 90
- 較 2022 年第 4 季 −1
- 總值
- $1.90 億
- 較 2022 年第 4 季 +$2,313 萬 (+13.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FSKFS KKR Capital Corp | COM | 884,366 | $1,636 萬 | 8.6% | −89,292−9.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 134,048 | $1,385 萬 | 7.3% | +12,917+10.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 20,138 | $951.7 萬 | 5.0% | +64+0.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 48,777 | $804.3 萬 | 4.2% | +488+1.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 35,567 | $737.9 萬 | 3.9% | +1,563+4.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,710 | $686.4 萬 | 3.6% | +120.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,009 | $663.4 萬 | 3.5% | −389−1.7% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 152,103 | $600.2 萬 | 3.2% | +152,103 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 41,103 | $594.4 萬 | 3.1% | +9,691+30.9% | 加碼 | – |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 474,277 | $565.8 萬 | 3.0% | −5,687−1.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 44,459 | $487.5 萬 | 2.6% | −1,913−4.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 22,233 | $472.3 萬 | 2.5% | −627−2.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 42,576 | $441.6 萬 | 2.3% | +1,750+4.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 17,131 | $386.2 萬 | 2.0% | −138−0.8% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 10,337 | $376.5 萬 | 2.0% | +196+1.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,539 | $356.3 萬 | 1.9% | +356+3.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,076 | $350.2 萬 | 1.8% | +110+1.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 10,115 | $330.9 萬 | 1.7% | +152+1.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,379 | $322.1 萬 | 1.7% | +9,379 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 17,121 | $285.3 萬 | 1.5% | +17,121 | 新進 | 歷史 |
| COFCapital One Financial Corp | Stock | 29,084 | $279.7 萬 | 1.5% | +1,364+4.9% | 加碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 49,895 | $270.5 萬 | 1.4% | −327−0.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 6,524 | $269.4 萬 | 1.4% | +241+3.8% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 27,029 | $205.3 萬 | 1.1% | +1,238+4.8% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 11,309 | $180.0 萬 | 0.9% | −317−2.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,045 | $147.0 萬 | 0.8% | +3+0.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 15,006 | $147.0 萬 | 0.8% | −159−1.0% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,362 | $146.6 萬 | 0.8% | −45−1.0% | 減碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 26,693 | $143.1 萬 | 0.8% | +497+1.9% | 加碼 | – |
| ECLEcolab Inc. | Stock | 8,373 | $138.6 萬 | 0.7% | +19+0.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,241 | $137.9 萬 | 0.7% | −148−1.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,741 | $134.8 萬 | 0.7% | −33−0.5% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 3,194 | $132.6 萬 | 0.7% | −37−1.1% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,301 | $129.1 萬 | 0.7% | −98−1.8% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,808 | $127.5 萬 | 0.7% | −38−0.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,782 | $126.2 萬 | 0.7% | +10+0.1% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 12,441 | $125.6 萬 | 0.7% | +1,459+13.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,504 | $122.4 萬 | 0.6% | +130+1.8% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,748 | $117.0 萬 | 0.6% | +20+1.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,584 | $113.5 萬 | 0.6% | +34+0.7% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 12,688 | $112.2 萬 | 0.6% | +211+1.7% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,545 | $112.2 萬 | 0.6% | +21+0.8% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,878 | $109.6 萬 | 0.6% | +81+1.7% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 5,605 | $107.2 萬 | 0.6% | +64+1.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 12,896 | $104.0 萬 | 0.5% | +1,657+14.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 25,093 | $102.4 萬 | 0.5% | +528+2.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 13,340 | $99.1 萬 | 0.5% | +158+1.2% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,993 | $98.0 萬 | 0.5% | +152+3.1% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 24,508 | $97.7 萬 | 0.5% | +477+2.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,969 | $89.8 萬 | 0.5% | +475+5.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,177 | $88.9 萬 | 0.5% | +68+2.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,434 | $87.5 萬 | 0.5% | +28+0.6% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 11,386 | $80.4 萬 | 0.4% | +274+2.5% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 12,510 | $79.3 萬 | 0.4% | +12,510 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,398 | $78.7 萬 | 0.4% | +29+0.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,581 | $78.6 萬 | 0.4% | +51+3.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,585 | $78.6 萬 | 0.4% | +54+1.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,897 | $78.1 萬 | 0.4% | +114+2.4% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,930 | $77.1 萬 | 0.4% | +36+1.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,224 | $77.0 萬 | 0.4% | +228+4.6% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 3,190 | $76.2 萬 | 0.4% | +14+0.4% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 12,154 | $73.3 萬 | 0.4% | +168+1.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,803 | $72.2 萬 | 0.4% | +725+5.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,798 | $71.4 萬 | 0.4% | +223+4.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,341 | $71.1 萬 | 0.4% | +50+3.9% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,292 | $71.0 萬 | 0.4% | +210+4.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,380 | $70.1 萬 | 0.4% | +231+4.5% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 6,063 | $69.5 萬 | 0.4% | +257+4.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,938 | $67.5 萬 | 0.4% | +233+3.5% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,541 | $66.5 萬 | 0.4% | +189+4.3% | 加碼 | 歷史 |
| KKellanova | Stock | 9,655 | $64.7 萬 | 0.3% | +268+2.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,431 | $60.0 萬 | 0.3% | +1,244+8.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,497 | $57.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 18,419 | $55.5 萬 | 0.3% | +1,039+6.0% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 30,058 | $52.6 萬 | 0.3% | +30,058 | 新進 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 9,080 | $49.8 萬 | 0.3% | −5−0.1% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 13,055 | $49.7 萬 | 0.3% | +640+5.2% | 加碼 | – |
| TDGTransDigm Group INC | COM | 580 | $42.8 萬 | 0.2% | −40−6.5% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 4,110 | $41.5 萬 | 0.2% | −295−6.7% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,362 | $40.0 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 4,679 | $38.2 萬 | 0.2% | −281−5.7% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,160 | $36.7 萬 | 0.2% | −132−4.0% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 5,320 | $35.9 萬 | 0.2% | −1,435−21.2% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 489 | $35.3 萬 | 0.2% | −22−4.3% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 394 | $33.4 萬 | 0.2% | −5−1.3% | 減碼 | 歷史 |
| POOLPool Corp | COM | 827 | $28.3 萬 | 0.1% | −18−2.1% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 29,436 | $24.9 萬 | 0.1% | +5,189+21.4% | 加碼 | 歷史 |
| FIGSFIGS, Inc. | CL A | 36,735 | $22.7 萬 | 0.1% | +2,827+8.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 519 | $21.2 萬 | 0.1% | −6−1.1% | 減碼 | 歷史 |
| CIONCION Investment Corp | COM | 11,203 | $11.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（6 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 17,074 | $301.6 萬 | 1.8% | 歷史 |
| SHOPShopify Inc. | Stock | 63,636 | $220.9 萬 | 1.3% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,723 | $82.4 萬 | 0.5% | 歷史 |
| DPZDominos Pizza Inc | COM | 1,597 | $55.3 萬 | 0.3% | 歷史 |
| MMM3M Co | Stock | 1,889 | $22.7 萬 | 0.1% | 歷史 |
| HELEHelen of Troy Ltd | Stock | 1,848 | $20.5 萬 | 0.1% | 歷史 |