Strong Tower Advisory Services
- SEC CIK
- 0001889322
- 最新申報
- 2026/7/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 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 萬 (+5.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Flexible Income Active ETF092528603 | ETF | 582,449 | $3,049 萬 | 5.5% | +31,431+5.7% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 370,423 | $2,553 萬 | 4.6% | +29,923+8.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 120,965 | $2,420 萬 | 4.3% | −6,667−5.2% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 228,180 | $1,972 萬 | 3.5% | +21,129+10.2% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 241,084 | $1,928 萬 | 3.5% | −2,334−1.0% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 44,271 | $1,840 萬 | 3.3% | −342−0.8% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 25,347 | $1,825 萬 | 3.3% | −940−3.6% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 155,252 | $1,693 萬 | 3.0% | −126,412−44.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 46,706 | $1,669 萬 | 3.0% | −624−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 43,190 | $1,611 萬 | 2.9% | +4,827+12.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,390 | $1,439 萬 | 2.6% | +545+0.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 33,513 | $1,410 萬 | 2.5% | −1,342−3.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 10,899 | $1,307 萬 | 2.3% | −63−0.6% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 206,521 | $1,299 萬 | 2.3% | −2,408−1.2% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 140,149 | $1,218 萬 | 2.2% | +5,468+4.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,062 | $1,188 萬 | 2.1% | −569−1.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 72,570 | $1,175 萬 | 2.1% | +16,829+30.2% | 加碼 | 歷史 |
| QNTQuantinuum Inc. | CL A COM | 128,525 | $1,051 萬 | 1.9% | +128,525 | 新進 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 130,669 | $1,028 萬 | 1.8% | +21,865+20.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 29,728 | $1,020 萬 | 1.8% | +32+0.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 46,013 | $996.0 萬 | 1.8% | +341+0.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 70,113 | $958.6 萬 | 1.7% | −1,638−2.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 99,584 | $874.0 萬 | 1.6% | +99,584 | 新進 | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 613,431 | $816.5 萬 | 1.5% | +51,732+9.2% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 228,483 | $760.6 萬 | 1.4% | −151,389−39.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 17,335 | $654.8 萬 | 1.2% | −931−5.1% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 5,193 | $507.9 萬 | 0.9% | −590−10.2% | 減碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 55,482 | $462.2 萬 | 0.8% | −11,439−17.1% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 49,272 | $460.2 萬 | 0.8% | −545−1.1% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 38,294 | $456.6 萬 | 0.8% | −433−1.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 23,822 | $452.0 萬 | 0.8% | −123−0.5% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 6,258 | $446.3 萬 | 0.8% | +163+2.7% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 18,706 | $444.3 萬 | 0.8% | −133−0.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 10,319 | $439.7 萬 | 0.8% | +44+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,801 | $419.0 萬 | 0.8% | +397+3.2% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 37,789 | $414.8 萬 | 0.7% | +4,268+12.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,313 | $410.5 萬 | 0.7% | +1,437+9.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 19,205 | $408.6 萬 | 0.7% | +71+0.4% | 加碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 30,845 | $405.9 萬 | 0.7% | +4,961+19.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 14,549 | $405.3 萬 | 0.7% | +462+3.3% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 47,860 | $405.3 萬 | 0.7% | +319+0.7% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 13,802 | $401.1 萬 | 0.7% | −71−0.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,076 | $395.8 萬 | 0.7% | +14,076 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 17,651 | $389.2 萬 | 0.7% | +1,889+12.0% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 15,618 | $387.9 萬 | 0.7% | −51−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 26,332 | $386.1 萬 | 0.7% | +4,086+18.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 33,848 | $383.4 萬 | 0.7% | +818+2.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 14,085 | $380.7 萬 | 0.7% | +3,196+29.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 20,988 | $379.7 萬 | 0.7% | +1,602+8.3% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 118,533 | $378.9 萬 | 0.7% | +1,834+1.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,050 | $378.9 萬 | 0.7% | +91+2.3% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 13,947 | $377.2 萬 | 0.7% | −100−0.7% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 10,939 | $376.7 萬 | 0.7% | −90−0.8% | 減碼 | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 70,782 | $375.7 萬 | 0.7% | +1,213+1.7% | 加碼 | – |
| MAMastercard Inc | Stock | 7,171 | $368.3 萬 | 0.7% | +19+0.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 21,952 | $363.9 萬 | 0.7% | −1,627−6.9% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 10,558 | $357.3 萬 | 0.6% | +1,185+12.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,692 | $355.0 萬 | 0.6% | −16−0.4% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 44,001 | $353.3 萬 | 0.6% | +927+2.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 81,654 | $345.7 萬 | 0.6% | +2,041+2.6% | 加碼 | 歷史 |
| POWLPowell Industries Inc | Stock | 11,652 | $333.7 萬 | 0.6% | −3,822−24.7% | 減碼依 3 比 1 拆股換算 | 歷史 |
| STESTERIS plc | SHS USD | 14,856 | $312.8 萬 | 0.6% | +25+0.2% | 加碼 | 歷史 |
| INFQInfleqtion, Inc. | COM SHS | 222,687 | $296.6 萬 | 0.5% | +222,687 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,164 | $294.4 萬 | 0.5% | +6,164 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 7,137 | $216.2 萬 | 0.4% | +90+1.3% | 加碼 | – |
| HBMHudbay Minerals Inc. | COM | 86,542 | $204.3 萬 | 0.4% | −8,432−8.9% | 減碼 | 歷史 |
| IONQIonQ, Inc. | COM | 34,247 | $182.4 萬 | 0.3% | +1,988+6.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 15,422 | $179.9 萬 | 0.3% | +987+6.8% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 3,470 | $171.8 萬 | 0.3% | +162+4.9% | 加碼 | 歷史 |
| INODInnodata Inc | COM NEW | 21,284 | $160.9 萬 | 0.3% | −3,172−13.0% | 減碼 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 45,813 | $158.8 萬 | 0.3% | +17,646+62.6% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 9,001 | $158.7 萬 | 0.3% | +551+6.5% | 加碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 37,331 | $145.8 萬 | 0.3% | +1,814+5.1% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,394 | $145.3 萬 | 0.3% | +51+3.8% | 加碼 | 歷史 |
| MTWManitowoc Co Inc | COM NEW | 100,933 | $140.2 萬 | 0.3% | +5,918+6.2% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 5,171 | $139.4 萬 | 0.2% | +248+5.0% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 13,754 | $126.7 萬 | 0.2% | +3,802+38.2% | 加碼 | 歷史 |
| POOLPool Corp | COM | 5,633 | $121.0 萬 | 0.2% | +1,433+34.1% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 875 | $116.6 萬 | 0.2% | +82+10.3% | 加碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 15,160 | $100.7 萬 | 0.2% | +6,269+70.5% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 5,480 | $95.1 萬 | 0.2% | +5,480 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,606 | $92.1 萬 | 0.2% | +23+0.9% | 加碼 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 75,194 | $83.2 萬 | 0.1% | +75,194 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U753 | B-BBB CLO ETF | 16,221 | $76.8 萬 | 0.1% | +776+5.0% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 10,995 | $54.8 萬 | 0.1% | +900+8.9% | 加碼 | – |
| ETHAiShares Ethereum Trust ETF | SHS | 41,431 | $49.3 萬 | 0.1% | +20,370+96.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,810 | $42.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 523 | $39.1 萬 | 0.1% | +101+23.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 489 | $27.5 萬 | <0.1% | +25+5.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,724 | $23.9 萬 | <0.1% | +2,724 | 新進 | – |
| TGTTarget Corp | Stock | 1,767 | $23.1 萬 | <0.1% | −145−7.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 455 | $22.8 萬 | <0.1% | −7−1.5% | 減碼 | 歷史 |
| AVAVAeroVironment Inc | COM | 1,362 | $22.5 萬 | <0.1% | +1,362 | 新進 | 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 |
|---|---|---|---|
| MSTRStrategy Inc | Stock | – | $17.4 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 % | 紀錄 |
|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 61,970 | $777.5 萬 | 1.5% | 歷史 |
| SOLVSolventum Corp | Stock | 112,703 | $736.0 萬 | 1.4% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 32,655 | $392.8 萬 | 0.7% | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 197,261 | $380.7 萬 | 0.7% | 歷史 |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 86,749 | $73.6 萬 | 0.1% | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,234 | $36.0 萬 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,170 | $26.2 萬 | <0.1% | 歷史 |
| ENVXEnovix Corp | COM | 42,089 | $21.8 萬 | <0.1% | 歷史 |