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 |
|---|---|---|---|---|---|---|---|
| ARCBArcbest Corp | COM | 596 | $5.89 萬 | <0.1% | +596 | 新進 | 歷史 |
| RUSHARush Enterprises Inc | CL A | 975 | $5.92 萬 | <0.1% | +975 | 新進 | 歷史 |
| CINFCincinnati Financial Corp | COM | 613 | $5.97 萬 | <0.1% | +613 | 新進 | 歷史 |
| LPGDorian LPG Ltd. | SHS USD | 2,355 | $6.04 萬 | <0.1% | +2,355 | 新進 | 歷史 |
| AMKAssetMark Financial Holdings, Inc. | COM | 2,075 | $6.15 萬 | <0.1% | +2,075 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 1,085 | $6.17 萬 | <0.1% | +1,085 | 新進 | 歷史 |
| TSCOTractor Supply Co | COM | 280 | $6.19 萬 | <0.1% | +280 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,906 | $6.22 萬 | <0.1% | +1,906 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 569 | $6.25 萬 | <0.1% | +569 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 148 | $6.26 萬 | <0.1% | +148 | 新進 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 330 | $6.27 萬 | <0.1% | +330 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 129 | $6.31 萬 | <0.1% | +129 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 458 | $6.35 萬 | <0.1% | +458 | 新進 | 歷史 |
| LINLinde PLC | Stock | 167 | $6.36 萬 | <0.1% | +167 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 330 | $6.40 萬 | <0.1% | +330 | 新進 | 歷史 |
| LEGHLegacy Housing Corp | COM | 2,765 | $6.41 萬 | <0.1% | +2,765 | 新進 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 755 | $6.42 萬 | <0.1% | +755 | 新進 | 歷史 |
| EDConsolidated Edison Inc | Stock | 712 | $6.44 萬 | <0.1% | +712 | 新進 | 歷史 |
| THRThermon Group Holdings, Inc. | COM | 2,420 | $6.44 萬 | <0.1% | +2,420 | 新進 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 1,758 | $6.46 萬 | <0.1% | +1,758 | 新進 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 329 | $6.46 萬 | <0.1% | +329 | 新進 | 歷史 |
| EGEverest Group, Ltd. | COM | 189 | $6.46 萬 | <0.1% | +189 | 新進 | 歷史 |
| DGDollar General Corp | COM | 382 | $6.49 萬 | <0.1% | +382 | 新進 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 693 | $6.57 萬 | <0.1% | +693 | 新進 | 歷史 |
| QRVOQorvo, Inc. | Stock | 652 | $6.65 萬 | <0.1% | +652 | 新進 | 歷史 |
| TDWTidewater Inc | COM | 1,205 | $6.68 萬 | <0.1% | −33,795−96.6% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 994 | $6.77 萬 | <0.1% | +994 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 598 | $6.81 萬 | <0.1% | +598 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 1,112 | $6.91 萬 | <0.1% | +1,112 | 新進 | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 1,497 | $7.03 萬 | 0.1% | +1,497 | 新進 | – |
| MUMicron Technology Inc | Stock | 1,128 | $7.12 萬 | 0.1% | +1,128 | 新進 | 歷史 |
| PRGSProgress Software Corp | COM | 1,228 | $7.13 萬 | 0.1% | +1,228 | 新進 | 歷史 |
| PBHPrestige Consumer Healthcare Inc. | COM | 1,224 | $7.27 萬 | 0.1% | +1,224 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 436 | $7.28 萬 | 0.1% | +436 | 新進 | 歷史 |
| ONOn Semiconductor Corp | Stock | 773 | $7.31 萬 | 0.1% | +773 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 555 | $7.35 萬 | 0.1% | +555 | 新進 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 3,912 | $7.38 萬 | 0.1% | +3,912 | 新進 | 歷史 |
| AONAon plc | CL A | 214 | $7.39 萬 | 0.1% | +214 | 新進 | 歷史 |
| CPBCAMPBELL'S Co | COM | 1,619 | $7.40 萬 | 0.1% | +1,619 | 新進 | 歷史 |
| CCRNCross Country Healthcare Inc | COM | 2,640 | $7.41 萬 | 0.1% | +2,640 | 新進 | 歷史 |
| FMCFMC Corp | COM NEW | 712 | $7.43 萬 | 0.1% | +712 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 171 | $7.45 萬 | 0.1% | +171 | 新進 | 歷史 |
| ADUSAddus HomeCare Corp | COM | 810 | $7.51 萬 | 0.1% | +810 | 新進 | 歷史 |
| MODModine Manufacturing Co | COM | 2,278 | $7.52 萬 | 0.1% | +2,278 | 新進 | 歷史 |
| PSNParsons Corp | COM | 1,565 | $7.53 萬 | 0.1% | +1,565 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 1,925 | $7.55 萬 | 0.1% | +1,925 | 新進 | – |
| CCitigroup Inc | Stock | 1,674 | $7.71 萬 | 0.1% | +1,674 | 新進 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 1,178 | $7.72 萬 | 0.1% | +1,178 | 新進 | 歷史 |
| ATIAti Inc | Stock | 1,749 | $7.74 萬 | 0.1% | +1,749 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 480 | $7.78 萬 | 0.1% | +480 | 新進 | 歷史 |
| CARSCars.com Inc. | COM | 3,959 | $7.85 萬 | 0.1% | +3,959 | 新進 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 703 | $7.98 萬 | 0.1% | +703 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 281 | $8.06 萬 | 0.1% | +281 | 新進 | 歷史 |
| BDCBelden Inc. | COM | 847 | $8.10 萬 | 0.1% | +847 | 新進 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 745 | $8.13 萬 | 0.1% | +745 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 424 | $8.16 萬 | 0.1% | +424 | 新進 | 歷史 |
| STRSitio Royalties Corp. | CLASS A COM | 3,120 | $8.20 萬 | 0.1% | +3,120 | 新進 | 歷史 |
| PLABPhotronics Inc | COM | 3,201 | $8.26 萬 | 0.1% | +3,201 | 新進 | 歷史 |
| ETSYEtsy Inc | COM | 978 | $8.27 萬 | 0.1% | +978 | 新進 | 歷史 |
| TTSHTile Shop Holdings, Inc. | COM | 15,000 | $8.31 萬 | 0.1% | +15,000 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 700 | $8.52 萬 | 0.1% | +700 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 283 | $8.73 萬 | 0.1% | +283 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 894 | $8.76 萬 | 0.1% | +894 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 735 | $8.80 萬 | 0.1% | +735 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 2,484 | $8.82 萬 | 0.1% | +2,484 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 739 | $8.94 萬 | 0.1% | +739 | 新進 | 歷史 |
| OMCOmnicom Group Inc. | COM | 947 | $9.01 萬 | 0.1% | +947 | 新進 | 歷史 |
| HSYHershey Co | COM | 362 | $9.04 萬 | 0.1% | +362 | 新進 | 歷史 |
| GRBKGreen Brick Partners, Inc. | COM | 1,608 | $9.13 萬 | 0.1% | +1,608 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 207 | $9.26 萬 | 0.1% | +207 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 759 | $9.31 萬 | 0.1% | +759 | 新進 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 2,560 | $9.88 萬 | 0.1% | +2,560 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 37 | $9.99 萬 | 0.1% | +37 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 603 | $10.5 萬 | 0.1% | +603 | 新進 | 歷史 |
| OIO-I Glass, Inc. | COM | 5,002 | $10.7 萬 | 0.1% | +5,002 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 230 | $10.8 萬 | 0.1% | +230 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 804 | $10.8 萬 | 0.1% | +804 | 新進 | 歷史 |
| IRMDIradimed Corp | COM | 2,304 | $11.0 萬 | 0.1% | +2,304 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 445 | $11.0 萬 | 0.1% | +445 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,142 | $11.3 萬 | 0.1% | +1,142 | 新進 | 歷史 |
| CAGConagra Brands Inc. | Stock | 3,378 | $11.4 萬 | 0.1% | +3,378 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 991 | $11.6 萬 | 0.1% | +991 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 256 | $11.7 萬 | 0.1% | +256 | 新進 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 4,108 | $12.4 萬 | 0.1% | +4,108 | 新進 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 4,000 | $12.5 萬 | 0.1% | −17,000−81.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 368 | $12.5 萬 | 0.1% | +368 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 321 | $12.6 萬 | 0.1% | +321 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 618 | $12.6 萬 | 0.1% | +618 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 175 | $12.7 萬 | 0.1% | +175 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 1,134 | $13.3 萬 | 0.1% | +1,134 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,150 | $13.4 萬 | 0.1% | +1,150 | 新進 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 3,707 | $14.0 萬 | 0.1% | +3,707 | 新進 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 926 | $14.1 萬 | 0.1% | +926 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,228 | $14.6 萬 | 0.1% | +2,228 | 新進 | – |
| BOXBox Inc | CL A | 5,092 | $15.0 萬 | 0.1% | +5,092 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 4,618 | $15.7 萬 | 0.1% | +4,618 | 新進 | 歷史 |
| MMM3M Co | Stock | 1,609 | $16.1 萬 | 0.1% | +1,609 | 新進 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 1,934 | $16.5 萬 | 0.1% | +1,934 | 新進 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 232 | $16.7 萬 | 0.1% | +232 | 新進 | 歷史 |
| STERSterling Check Corp. | COM | 15,000 | $18.4 萬 | 0.1% | +15,000 | 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 |