Strong Tower Advisory Services
- SEC CIK
- 0001889322
- 最新申報
- 2026/7/13
2023 年第 2 季持倉
持倉截至 2023/6/30,2023/7/14 申報。只含多頭部位,變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 89
- 較 2023 年第 1 季 −1
- 總值
- $2.11 億
- 較 2023 年第 1 季 +$2,135 萬 (+11.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FSKFS KKR Capital Corp | COM | 879,209 | $1,686 萬 | 8.0% | −5,157−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 106,491 | $1,388 萬 | 6.6% | −27,557−20.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,997 | $1,015 萬 | 4.8% | −713−2.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 20,038 | $963.1 萬 | 4.6% | −100−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 48,621 | $943.1 萬 | 4.5% | −156−0.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 35,788 | $936.8 萬 | 4.4% | +221+0.6% | 加碼 | 歷史 |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 594,491 | $841.8 萬 | 4.0% | +120,214+25.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,793 | $810.2 萬 | 3.8% | +784+3.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 45,547 | $681.6 萬 | 3.2% | +4,444+10.8% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 156,605 | $619.5 萬 | 2.9% | +4,502+3.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 42,385 | $507.4 萬 | 2.4% | −191−0.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 22,192 | $468.6 萬 | 2.2% | −41−0.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 43,628 | $467.9 萬 | 2.2% | −831−1.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,384 | $440.1 萬 | 2.1% | +5+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 17,107 | $406.3 萬 | 1.9% | −24−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,532 | $393.3 萬 | 1.9% | −7−0.1% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 10,331 | $391.0 萬 | 1.9% | −6−0.1% | 減碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 50,163 | $376.1 萬 | 1.8% | +268+0.5% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 17,376 | $341.4 萬 | 1.6% | +255+1.5% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 30,860 | $333.7 萬 | 1.6% | +30,860 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 10,250 | $330.6 萬 | 1.6% | +135+1.3% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 29,590 | $323.6 萬 | 1.5% | +506+1.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,144 | $320.6 萬 | 1.5% | +68+1.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 6,616 | $268.1 萬 | 1.3% | +92+1.4% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 28,377 | $189.4 萬 | 0.9% | +1,348+5.0% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 10,853 | $175.6 萬 | 0.8% | −456−4.0% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,333 | $169.0 萬 | 0.8% | −29−0.7% | 減碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 26,824 | $157.2 萬 | 0.7% | +131+0.5% | 加碼 | – |
| MAMastercard Inc | Stock | 3,959 | $155.7 萬 | 0.7% | −86−2.1% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 8,274 | $154.5 萬 | 0.7% | −99−1.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,723 | $151.7 萬 | 0.7% | −18−0.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 14,901 | $146.0 萬 | 0.7% | −105−0.7% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,317 | $133.0 萬 | 0.6% | +16+0.3% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,934 | $131.0 萬 | 0.6% | +56+1.1% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,819 | $131.0 萬 | 0.6% | +11+0.1% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 12,386 | $129.2 萬 | 0.6% | −55−0.4% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 3,190 | $127.8 萬 | 0.6% | −4−0.1% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 5,663 | $127.4 萬 | 0.6% | +58+1.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,309 | $124.8 萬 | 0.6% | +68+0.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,886 | $124.0 萬 | 0.6% | +104+1.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,571 | $123.6 萬 | 0.6% | +26+1.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,775 | $122.7 萬 | 0.6% | +27+1.5% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,633 | $122.3 萬 | 0.6% | +49+1.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,569 | $119.1 萬 | 0.6% | +65+0.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 13,069 | $115.1 萬 | 0.5% | +173+1.3% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 5,167 | $101.2 萬 | 0.5% | +174+3.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,299 | $98.5 萬 | 0.5% | +122+3.8% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,002 | $97.1 萬 | 0.5% | +72+3.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 13,879 | $95.9 萬 | 0.5% | +539+4.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,755 | $95.6 萬 | 0.5% | +170+3.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,641 | $90.4 萬 | 0.4% | +207+4.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,663 | $89.6 萬 | 0.4% | +82+5.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,391 | $89.5 萬 | 0.4% | +50+3.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,691 | $88.8 萬 | 0.4% | +293+4.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,004 | $88.6 萬 | 0.4% | +16,004 | 新進 | – |
| WMTWalmart Inc. | Stock | 5,414 | $85.1 萬 | 0.4% | +190+3.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,443 | $84.3 萬 | 0.4% | +474+5.3% | 加碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 14,405 | $82.8 萬 | 0.4% | +5,325+58.6% | 加碼 | – |
| CMICummins Inc | Stock | 3,373 | $82.7 萬 | 0.4% | +183+5.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,674 | $82.5 萬 | 0.4% | +294+5.5% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 12,031 | $81.4 萬 | 0.4% | +645+5.7% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 13,194 | $78.7 萬 | 0.4% | +684+5.5% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,561 | $76.8 萬 | 0.4% | +269+5.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,051 | $76.7 萬 | 0.4% | +253+5.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,641 | $75.8 萬 | 0.4% | +838+6.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 12,865 | $73.7 萬 | 0.3% | +711+5.8% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 6,444 | $72.1 萬 | 0.3% | +381+6.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,367 | $71.9 萬 | 0.3% | +429+6.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,185 | $69.9 萬 | 0.3% | +288+5.9% | 加碼 | 歷史 |
| KKellanova | Stock | 10,288 | $69.3 萬 | 0.3% | +633+6.6% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,841 | $69.1 萬 | 0.3% | +300+6.6% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 19,837 | $66.5 萬 | 0.3% | +1,418+7.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 16,658 | $62.0 萬 | 0.3% | +1,227+8.0% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 32,734 | $56.4 萬 | 0.3% | +2,676+8.9% | 加碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 13,546 | $55.1 萬 | 0.3% | +491+3.8% | 加碼 | – |
| TDGTransDigm Group INC | COM | 591 | $52.9 萬 | 0.3% | +11+1.9% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 4,204 | $46.1 萬 | 0.2% | +94+2.3% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,380 | $45.5 萬 | 0.2% | +18+1.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 29,648 | $45.5 萬 | 0.2% | +212+0.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,422 | $45.1 萬 | 0.2% | −75−2.1% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,236 | $41.6 萬 | 0.2% | +76+2.4% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 4,803 | $40.8 萬 | 0.2% | +124+2.7% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 500 | $39.2 萬 | 0.2% | +11+2.2% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 403 | $38.5 萬 | 0.2% | +9+2.3% | 加碼 | 歷史 |
| POOLPool Corp | COM | 863 | $32.3 萬 | 0.2% | +36+4.4% | 加碼 | 歷史 |
| FIGSFIGS, Inc. | CL A | 38,196 | $31.6 萬 | 0.1% | +1,461+4.0% | 加碼 | 歷史 |
| HELEHelen of Troy Ltd | Stock | 2,151 | $23.2 萬 | 0.1% | +2,151 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 520 | $23.1 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| CIONCION Investment Corp | COM | 11,203 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉(4 檔)
2023 年第 1 季季末還持有、這份申報已經沒有的部位。