West Tower Group, LLC
- SEC CIK
- 0001965819
- 最新申報
- 2026/7/31
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 573
- 較 2023 年第 1 季 +520
- 總值
- $1.40 億
- 較 2023 年第 1 季 +$3,875 萬 (+38.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FAFFirst American Financial Corp | Stock | 122 | $6,956 | <0.1% | +122 | 新進 | 歷史 |
| PIIPolaris Inc. | Stock | 58 | $7,014 | <0.1% | +58 | 新進 | 歷史 |
| CSRCenterspace | COM | 115 | $7,056 | <0.1% | +115 | 新進 | 歷史 |
| CLWClearwater Paper Corp | COM | 228 | $7,141 | <0.1% | +228 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 24 | $7,162 | <0.1% | +24 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 64 | $7,237 | <0.1% | +64 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 25 | $7,332 | <0.1% | +25 | 新進 | 歷史 |
| DTDynatrace, Inc. | Stock | 146 | $7,515 | <0.1% | +146 | 新進 | 歷史 |
| CENXCentury Aluminum Co | COM | 862 | $7,517 | <0.1% | +862 | 新進 | 歷史 |
| WLKWestlake Corp | COM | 63 | $7,527 | <0.1% | +63 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 102 | $7,568 | <0.1% | +102 | 新進 | 歷史 |
| FROFrontline plc | COM | 522 | $7,585 | <0.1% | +522 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 140 | $7,658 | <0.1% | +140 | 新進 | 歷史 |
| AIRAar Corp | Stock | 134 | $7,740 | <0.1% | +134 | 新進 | 歷史 |
| CECelanese Corp | Stock | 68 | $7,874 | <0.1% | +68 | 新進 | 歷史 |
| ETREntergy Corp | COM | 82 | $7,984 | <0.1% | +82 | 新進 | 歷史 |
| ATEXAnterix Inc. | COM | 252 | $7,986 | <0.1% | +252 | 新進 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 21 | $8,052 | <0.1% | +21 | 新進 | 歷史 |
| SLGSL Green Realty Corp | COM | 270 | $8,114 | <0.1% | +270 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 151 | $8,168 | <0.1% | +151 | 新進 | 歷史 |
| ICFIICF International, Inc. | Stock | 66 | $8,210 | <0.1% | +66 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 89 | $8,417 | <0.1% | +89 | 新進 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 74 | $8,453 | <0.1% | +74 | 新進 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 72 | $8,568 | <0.1% | +72 | 新進 | 歷史 |
| WELLWelltower Inc. | REIT | 106 | $8,574 | <0.1% | +106 | 新進 | 歷史 |
| MGRCMcGrath Rentcorp | COM | 94 | $8,693 | <0.1% | +94 | 新進 | 歷史 |
| AEEAmeren Corp | COM | 107 | $8,739 | <0.1% | +107 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 94 | $8,867 | <0.1% | +94 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 103 | $9,168 | <0.1% | +103 | 新進 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 24 | $9,179 | <0.1% | +24 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 162 | $9,305 | <0.1% | +162 | 新進 | 歷史 |
| THTarget Hospitality Corp. | COM | 694 | $9,313 | <0.1% | +694 | 新進 | 歷史 |
| EPACEnerpac Tool Group Corp | CL A COM | 348 | $9,396 | <0.1% | +348 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 96 | $9,444 | <0.1% | +96 | 新進 | 歷史 |
| Textainer Group Holdings LtdG8766E109 | SHS | 240 | $9,451 | <0.1% | +240 | 新進 | – |
| TERTeradyne, Inc | Stock | 85 | $9,463 | <0.1% | +85 | 新進 | 歷史 |
| UNMUnum Group | Stock | 199 | $9,492 | <0.1% | +199 | 新進 | 歷史 |
| EVRIEveri Holdings Inc. | COM | 658 | $9,515 | <0.1% | +658 | 新進 | 歷史 |
| VSATViasat Inc | COM | 232 | $9,572 | <0.1% | +232 | 新進 | 歷史 |
| SMPLSimply Good Foods Co | COM | 265 | $9,696 | <0.1% | +265 | 新進 | 歷史 |
| KKellanova | Stock | 144 | $9,706 | <0.1% | +144 | 新進 | 歷史 |
| WEYSWeyco Group Inc | COM | 366 | $9,769 | <0.1% | +366 | 新進 | 歷史 |
| ADCAgree Realty Corp | COM | 151 | $9,874 | <0.1% | +151 | 新進 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 148 | $9,957 | <0.1% | +148 | 新進 | 歷史 |
| GLWCorning Inc | COM | 289 | $1.01 萬 | <0.1% | +289 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 163 | $1.01 萬 | <0.1% | +163 | 新進 | 歷史 |
| KRGKite Realty Group Trust | COM NEW | 461 | $1.03 萬 | <0.1% | +461 | 新進 | 歷史 |
| HIWHighwoods Properties, Inc. | COM | 434 | $1.04 萬 | <0.1% | +434 | 新進 | 歷史 |
| UTLUnitil Corp | COM | 205 | $1.04 萬 | <0.1% | +205 | 新進 | 歷史 |
| LTHMLivent Corp. | COM | 381 | $1.05 萬 | <0.1% | +381 | 新進 | 歷史 |
| LRNStride, Inc. | COM | 284 | $1.06 萬 | <0.1% | +284 | 新進 | 歷史 |
| ICUIIcu Medical Inc | COM | 60 | $1.07 萬 | <0.1% | +60 | 新進 | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 323 | $1.07 萬 | <0.1% | +323 | 新進 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 363 | $1.08 萬 | <0.1% | +363 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 44 | $1.10 萬 | <0.1% | +44 | 新進 | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 246 | $1.11 萬 | <0.1% | +246 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 298 | $1.11 萬 | <0.1% | +298 | 新進 | 歷史 |
| WHRWhirlpool Corp | Stock | 75 | $1.12 萬 | <0.1% | +75 | 新進 | 歷史 |
| STNGScorpio Tankers Inc. | SHS | 238 | $1.12 萬 | <0.1% | +238 | 新進 | 歷史 |
| UAUnder Armour, Inc. | CL C | 1,683 | $1.13 萬 | <0.1% | +1,683 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 58 | $1.14 萬 | <0.1% | +58 | 新進 | 歷史 |
| HUBGHub Group, Inc. | CL A | 143 | $1.15 萬 | <0.1% | +143 | 新進 | 歷史 |
| KNKnowles Corp | COM | 642 | $1.16 萬 | <0.1% | +642 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 260 | $1.16 萬 | <0.1% | +260 | 新進 | 歷史 |
| RRXRegal Rexnord Corp | COM | 76 | $1.17 萬 | <0.1% | +76 | 新進 | 歷史 |
| FEFirstenergy Corp | COM | 302 | $1.17 萬 | <0.1% | +302 | 新進 | 歷史 |
| ETDEthan Allen Interiors Inc | COM | 417 | $1.18 萬 | <0.1% | +417 | 新進 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 54 | $1.19 萬 | <0.1% | +54 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 29 | $1.19 萬 | <0.1% | +29 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 24 | $1.21 萬 | <0.1% | +24 | 新進 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 246 | $1.22 萬 | <0.1% | +246 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 88 | $1.22 萬 | <0.1% | +88 | 新進 | 歷史 |
| DVADavita Inc. | COM | 122 | $1.23 萬 | <0.1% | +122 | 新進 | 歷史 |
| CMCCommercial Metals Co | Stock | 233 | $1.23 萬 | <0.1% | +233 | 新進 | 歷史 |
| BKEBuckle Inc | COM | 355 | $1.23 萬 | <0.1% | +355 | 新進 | 歷史 |
| MOG.AMoog Inc. | CL A | 115 | $1.25 萬 | <0.1% | +115 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 24 | $1.25 萬 | <0.1% | +24 | 新進 | 歷史 |
| BHEBenchmark Electronics Inc | COM | 485 | $1.25 萬 | <0.1% | +485 | 新進 | 歷史 |
| IPInternational Paper Co | COM | 394 | $1.25 萬 | <0.1% | −34,106−98.9% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 88 | $1.26 萬 | <0.1% | +88 | 新進 | 歷史 |
| TRTNTriton International Ltd | CL A | 151 | $1.26 萬 | <0.1% | +151 | 新進 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 144 | $1.29 萬 | <0.1% | +144 | 新進 | 歷史 |
| ENSGEnsign Group, Inc | COM | 137 | $1.31 萬 | <0.1% | +137 | 新進 | 歷史 |
| RHPRyman Hospitality Properties, Inc. | COM | 144 | $1.34 萬 | <0.1% | +144 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 102 | $1.35 萬 | <0.1% | +102 | 新進 | – |
| KRCKilroy Realty Corp | COM | 454 | $1.37 萬 | <0.1% | +454 | 新進 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 142 | $1.37 萬 | <0.1% | +142 | 新進 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 481 | $1.37 萬 | <0.1% | +481 | 新進 | 歷史 |
| PDPagerDuty, Inc. | COM | 617 | $1.39 萬 | <0.1% | +617 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 74 | $1.39 萬 | <0.1% | +74 | 新進 | 歷史 |
| AXNXAxonics, Inc. | COM | 276 | $1.39 萬 | <0.1% | +276 | 新進 | 歷史 |
| FCPTFour Corners Property Trust, Inc. | COM | 557 | $1.41 萬 | <0.1% | +557 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 187 | $1.42 萬 | <0.1% | +187 | 新進 | 歷史 |
| EGPEastgroup Properties Inc | COM | 82 | $1.42 萬 | <0.1% | +82 | 新進 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 792 | $1.43 萬 | <0.1% | +792 | 新進 | 歷史 |
| BKRBaker Hughes Co | CL A | 460 | $1.45 萬 | <0.1% | +460 | 新進 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 80 | $1.48 萬 | <0.1% | +80 | 新進 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 512 | $1.51 萬 | <0.1% | +512 | 新進 | 歷史 |
| BLBlackline, Inc. | COM | 280 | $1.51 萬 | <0.1% | +280 | 新進 | 歷史 |
| PLXSPlexus Corp | COM | 155 | $1.52 萬 | <0.1% | +155 | 新進 | 歷史 |
2023 年第 1 季之後清倉（22 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CHRDChord Energy Corp | COM NEW | 36,000 | $484.6 萬 | 4.8% | 歷史 |
| ARCHArch Resources, Inc. | CL A | 36,100 | $474.6 萬 | 4.7% | 歷史 |
| SUSuncor Energy Inc | Stock | 93,000 | $288.8 萬 | 2.9% | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 220,700 | $258.2 萬 | 2.5% | 歷史 |
| GGBGerdau S.A. | SPON ADR REP PFD | 512,000 | $252.4 萬 | 2.5% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 133,600 | $244.9 萬 | 2.4% | 歷史 |
| VMCVulcan Materials CO | COM | 14,200 | $243.6 萬 | 2.4% | 歷史 |
| RIORio Tinto PLC | ADR | 33,700 | $231.2 萬 | 2.3% | 歷史 |
| ARAntero Resources Corp | COM | 100,000 | $230.9 萬 | 2.3% | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 75,000 | $213.2 萬 | 2.1% | 歷史 |
| FOXAFox Corp | CL A COM | 59,968 | $204.2 萬 | 2.0% | 歷史 |
| HUNHuntsman CORP | COM | 46,500 | $127.2 萬 | 1.3% | 歷史 |
| SLViShares Silver Trust | ETF | 56,100 | $124.1 萬 | 1.2% | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 22,800 | $123.6 萬 | 1.2% | 歷史 |
| PBFPBF Energy Inc. | CL A | 25,000 | $108.4 萬 | 1.1% | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 4,450 | $102.1 萬 | 1.0% | 歷史 |
| CPECallon Petroleum Co | COM | 30,000 | $100.3 萬 | 1.0% | 歷史 |
| NDAQNasdaq, Inc. | COM | 18,300 | $100.0 萬 | 1.0% | 歷史 |
| TSTenaris SA | SPONSORED ADS | 35,000 | $99.5 萬 | 1.0% | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 11,800 | $80.1 萬 | 0.8% | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 40,000 | $51.6 萬 | 0.5% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 500 | $2.05 萬 | <0.1% | 歷史 |