跳到主要內容
Livermore
Livermore
中文EN

West Tower Group, LLC

SEC CIK
0001965819
最新申報
2026/7/31

2023 年第 3 季持倉

持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
586
較 2023 年第 2 季 +13
總值
$1.90 億
較 2023 年第 2 季 +$4,986 萬 (+35.6%)
申報日
2023/11/14
SEC
West Tower Group, LLC 在 2023 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ESSEssex Property Trust, Inc.COM24$5,090<0.1%+24新進歷史
AVAVAeroVironment IncCOM46$5,130<0.1%+46新進歷史
UDRUDR, Inc.COM145$5,172<0.1%+8+5.8%加碼歷史
AEPAmerican Electric Power Co IncStock69$5,190<0.1%+69新進歷史
IMAXImax CorpCOM269$5,197<0.1%+73+37.2%加碼歷史
IPARInterparfums IncCOM39$5,239<0.1%+39新進歷史
SIBNSI-BONE, Inc.COM250$5,310<0.1%+153+157.7%加碼歷史
NXQuanex Building Products CORPCOM189$5,324<0.1%+189新進歷史
SKYWSkywest IncCOM127$5,326<0.1%+127新進歷史
ALGAlamo Group IncCOM31$5,359<0.1%+31新進歷史
MHOM/I Homes, Inc.COM64$5,379<0.1%+64新進歷史
NSITInsight Enterprises IncCOM37$5,384<0.1%+37新進歷史
WTRGEssential Utilities, Inc.COM157$5,390<0.1%+157新進歷史
JKHYJack Henry & Associates IncStock36$5,441<0.1%+36新進歷史
iShares Core S&P US Value ETF464287663ETF73$5,447<0.1%−222−75.3%減碼–
CCBGCapital City Bank Group IncCOM185$5,519<0.1%+185新進歷史
FBIZFirst Business Financial Services, Inc.COM184$5,522<0.1%+184新進歷史
HTOH2O AmericaCOM93$5,590<0.1%+93新進歷史
OIIOceaneering International IncStock218$5,607<0.1%+218新進歷史
ESNTEssent Group Ltd.COM119$5,628<0.1%+72+153.2%加碼歷史
UEUrban Edge PropertiesCOM369$5,631<0.1%+369新進歷史
LNTHLantheus Holdings, Inc.Stock82$5,697<0.1%+82新進歷史
CSLCarlisle Companies IncCOM22$5,704<0.1%+22新進歷史
HURNHuron Consulting Group Inc.Stock55$5,729<0.1%−573−91.2%減碼歷史
HCKTHackett Group, Inc.COM245$5,780<0.1%+245新進歷史
VSATViasat IncCOM314$5,796<0.1%+82+35.3%加碼歷史
MGEEMge Energy IncCOM85$5,823<0.1%+85新進歷史
NMIHNMI Holdings, Inc.COM217$5,879<0.1%+61+39.1%加碼歷史
UVEUniversal Insurance Holdings, Inc.COM420$5,888<0.1%+420新進歷史
ZBRAZebra Technologies CorpCL A25$5,913<0.1%−100−80.0%減碼歷史
TDSTelephone & Data Systems IncCOM NEW323$5,914<0.1%+323新進歷史
FIVNFive9, Inc.COM93$5,980<0.1%+93新進歷史
SPTNSpartanNash CoCOM272$5,984<0.1%+112+70.0%加碼歷史
GOLFAcushnet Holdings Corp.COM114$6,047<0.1%+114新進歷史
CMSCMS Energy CorpCOM114$6,055<0.1%+3+2.7%加碼歷史
NINisource Inc.COM248$6,121<0.1%+18+7.8%加碼歷史
HYHyster-Yale, Inc.CL A138$6,152<0.1%+138新進歷史
BBWBuild-A-Bear Workshop IncCOM210$6,176<0.1%−2,214−91.3%減碼歷史
NWFLNorwood Financial CorpCOM241$6,208<0.1%+241新進歷史
TECHBIO-TECHNE CorpCOM94$6,399<0.1%+94新進歷史
PLUSEplus IncCOM101$6,416<0.1%+101新進歷史
SFMSprouts Farmers Market, Inc.COM152$6,506<0.1%−1,606−91.4%減碼歷史
TMDXTransMedics Group, Inc.COM120$6,570<0.1%−562−82.4%減碼歷史
PLYMPlymouth Industrial REIT, Inc.COM316$6,620<0.1%+316新進歷史
LINLinde PLCStock18$6,702<0.1%−149−89.2%減碼歷史
NCNOnCino, Inc.COM211$6,710<0.1%+211新進歷史
GFIGold Fields LtdSPONSORED ADR634$6,885<0.1%+634新進歷史
DDSDillard's, Inc.CL A21$6,947<0.1%+21新進歷史
COOPMaverick Merger Sub 2, LLCCOM130$6,963<0.1%+130新進歷史
USFDUS Foods Holding Corp.COM177$7,027<0.1%+65+58.0%加碼歷史
AFRMAffirm Holdings, Inc.COM CL A331$7,040<0.1%+331新進歷史
CTRECareTrust REIT, Inc.COM351$7,196<0.1%+351新進歷史
TMHCTaylor Morrison Home CorpCOM175$7,457<0.1%−965−84.6%減碼歷史
POWLPowell Industries IncStock90$7,461<0.1%−869−90.6%減碼歷史
AVYAvery Dennison CorpCOM41$7,489<0.1%+41新進歷史
MODModine Manufacturing CoCOM168$7,686<0.1%−2,110−92.6%減碼歷史
UIUbiquiti Inc.COM53$7,701<0.1%+53新進歷史
SIGISelective Insurance Group IncCOM75$7,738<0.1%+16+27.1%加碼歷史
WYWeyerhaeuser CoCOM NEW253$7,757<0.1%+253新進歷史
RMBSRambus IncCOM142$7,922<0.1%+92+184.0%加碼歷史
ULTAUlta Beauty, Inc.Stock20$7,989<0.1%−57−74.0%減碼歷史
KRGKite Realty Group TrustCOM NEW378$8,097<0.1%−83−18.0%減碼歷史
CHCOCity Holding CoCOM90$8,131<0.1%+90新進歷史
PSAPublic StorageCOM31$8,169<0.1%−165−84.2%減碼歷史
HBTHBT Financial, Inc.COM448$8,172<0.1%+448新進歷史
OKEONEOK IncCOM130$8,246<0.1%+130新進歷史
ALEXAlexander & Baldwin, Inc.COM501$8,382<0.1%+302+151.8%加碼歷史
HXLHexcel CorpCOM129$8,403<0.1%+129新進歷史
ESQEsquire Financial Holdings, Inc.COM184$8,407<0.1%+184新進歷史
LMATLemaitre Vascular IncCOM155$8,444<0.1%+7+4.7%加碼歷史
CACICACI International IncCL A27$8,476<0.1%+27新進歷史
DFINDonnelley Financial Solutions, Inc.COM151$8,498<0.1%+151新進歷史
EVTCEVERTEC, Inc.COM235$8,737<0.1%+235新進歷史
AGCOAGCO CorpCOM74$8,753<0.1%−58−43.9%減碼歷史
FCFSFirstCash Holdings, Inc.COM88$8,833<0.1%+88新進歷史
CINFCincinnati Financial CorpCOM87$8,899<0.1%−526−85.8%減碼歷史
KEXKirby CorpCOM108$8,942<0.1%+108新進歷史
AMHAmerican Homes 4 RentCL A269$9,063<0.1%+269新進歷史
VMRKVivmark ResidentialSH BEN INT158$9,276<0.1%+158新進歷史
LRNStride, Inc.COM209$9,411<0.1%−75−26.4%減碼歷史
MBINMerchants BancorpCOM342$9,480<0.1%+251+275.8%加碼歷史
INCYIncyte CorpCOM165$9,532<0.1%+2+1.2%加碼歷史
ACGLArch Capital Group Ltd.Stock120$9,565<0.1%+120新進歷史
OFGOfg BancorpCOM325$9,705<0.1%+325新進歷史
SPBSpectrum Brands Holdings, Inc.COM124$9,715<0.1%+124新進歷史
KRYSKrystal Biotech, Inc.COM84$9,744<0.1%+48+133.3%加碼歷史
GGGGraco IncCOM134$9,766<0.1%+134新進歷史
PBHPrestige Consumer Healthcare Inc.COM171$9,779<0.1%−1,053−86.0%減碼歷史
COLLCollegium Pharmaceutical, IncCOM442$9,879<0.1%−1,539−77.7%減碼歷史
MTUSMetallus Inc.COM461$1.00 萬<0.1%+461新進歷史
KLACKLA CorpCOM NEW22$1.01 萬<0.1%+22新進歷史
APOGApogee Enterprises, Inc.COM216$1.02 萬<0.1%+216新進歷史
WABWestinghouse Air Brake Technologies CorpStock96$1.02 萬<0.1%+96新進歷史
KRCKilroy Realty CorpCOM326$1.03 萬<0.1%−128−28.2%減碼歷史
DGXQuest Diagnostics IncCOM85$1.04 萬<0.1%−223−72.4%減碼歷史
SPLKSplunk IncCOM71$1.04 萬<0.1%+6+9.2%加碼歷史
ETDEthan Allen Interiors IncCOM349$1.04 萬<0.1%−68−16.3%減碼歷史
SMSM Energy CoCOM265$1.05 萬<0.1%+265新進歷史
GTMZoomInfo Technologies Inc.Stock644$1.06 萬<0.1%+644新進歷史
FLRFluor CorpStock299$1.10 萬<0.1%+299新進歷史

2023 年第 2 季之後清倉（274 檔）

2023 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 274 檔。

West Tower Group, LLC 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
NOVNOV Inc.COM154,625$248.0 萬1.8%歷史
OVVOvintiv Inc.COM60,000$228.4 萬1.6%歷史
MROMarathon Oil CorpCOM93,863$216.1 萬1.5%歷史
CIVICivitas Resources, Inc.EQUITY US CM31,000$215.0 萬1.5%歷史
RIGTransocean Ltd.REGISTERED SHS300,000$210.3 萬1.5%歷史
BXCBlueLinx Holdings Inc.COM NEW22,400$210.1 萬1.5%歷史
MTArcelorMittalNY REGISTRY SH73,200$200.1 萬1.4%歷史
Southern Copper Corp84265V955PUT194$139.2 萬1.0%–
VanEck ETF Trust92189F106GOLD MINERS ETF42,471$127.9 萬0.9%–
PSXPhillips 66Stock11,077$105.7 萬0.8%歷史
DINOHF Sinclair CorpCOM23,000$102.6 萬0.7%歷史
Starwood Ppty Tr Inc85571BBA2NOTE 6.750% 7/11,000,000$101.9 萬0.7%–
Teck Resources Ltd878742954CL B200$84.2 萬0.6%–
PAASPan American Silver CorpStock55,300$80.6 萬0.6%歷史
BTUPeabody Energy CorpCOM36,400$78.8 萬0.6%歷史
AGFirst Majestic Silver CorpCOM107,600$60.8 萬0.4%歷史
OLNOLIN CorpStock11,600$59.6 萬0.4%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF4,950$40.2 萬0.3%–
PKGPackaging Corp of AmericaStock3,023$40.0 萬0.3%歷史
MOSMosaic CoCOM11,300$39.5 萬0.3%歷史
BGBunge Global SACOM3,000$28.3 萬0.2%歷史
U.S. Global Jets ETF26922A842ETF12,628$27.0 萬0.2%–
Vanguard Morningstar Growth ETF922908736ETF778$22.0 萬0.2%–
STERSterling Check Corp.COM15,000$18.4 萬0.1%歷史
REGNRegeneron Pharmaceuticals, Inc.COM232$16.7 萬0.1%歷史
MMM3M CoStock1,609$16.1 萬0.1%歷史
CSXCSX CorpStock4,618$15.7 萬0.1%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,228$14.6 萬0.1%–
VLOValero Energy CorpStock1,134$13.3 萬0.1%歷史
ADSKAutodesk, Inc.COM618$12.6 萬0.1%歷史
INTUIntuit Inc.Stock256$11.7 萬0.1%歷史
MPCMarathon Petroleum CorpStock991$11.6 萬0.1%歷史
SBUXStarbucks CorpStock1,142$11.3 萬0.1%歷史
FDXFedEx CorpStock445$11.0 萬0.1%歷史
ABBVAbbVie Inc.Stock804$10.8 萬0.1%歷史
HUMHumana IncStock207$9.26 萬0.1%歷史
KHCKraft Heinz CoStock2,484$8.82 萬0.1%歷史
RTXRTX CorpStock894$8.76 萬0.1%歷史
TTSHTile Shop Holdings, Inc.COM15,000$8.31 萬0.1%歷史
ETSYEtsy IncCOM978$8.27 萬0.1%歷史
STRSitio Royalties Corp.CLASS A COM3,120$8.20 萬0.1%歷史
AMNAmn Healthcare Services IncCOM745$8.13 萬0.1%歷史
BDCBelden Inc.COM847$8.10 萬0.1%歷史
ANETArista Networks, Inc.COM480$7.78 萬0.1%歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM1,178$7.72 萬0.1%歷史
CCitigroup IncStock1,674$7.71 萬0.1%歷史
ADUSAddus HomeCare CorpCOM810$7.51 萬0.1%歷史
SNPSSynopsys IncCOM171$7.45 萬0.1%歷史
CCRNCross Country Healthcare IncCOM2,640$7.41 萬0.1%歷史
CPBCAMPBELL'S CoCOM1,619$7.40 萬0.1%歷史
PGRProgressive CorpStock555$7.35 萬0.1%歷史
PRGSProgress Software CorpCOM1,228$7.13 萬0.1%歷史
MUMicron Technology IncStock1,128$7.12 萬0.1%歷史
XELXcel Energy IncStock1,112$6.91 萬<0.1%歷史
JCIJohnson Controls International plcStock994$6.77 萬<0.1%歷史
QRVOQorvo, Inc.Stock652$6.65 萬<0.1%歷史
AAONAaon, Inc.COM PAR $0.004693$6.57 萬<0.1%歷史
EGEverest Group, Ltd.COM189$6.46 萬<0.1%歷史
ELEstee Lauder Companies IncCL A329$6.46 萬<0.1%歷史
EDConsolidated Edison IncStock712$6.44 萬<0.1%歷史
CYTKCytokinetics IncCOM NEW1,906$6.22 萬<0.1%歷史
RUSHARush Enterprises IncCL A975$5.92 萬<0.1%歷史
ARCBArcbest CorpCOM596$5.89 萬<0.1%歷史
EBFEnnis, Inc.COM2,888$5.89 萬<0.1%歷史
CDNSCadence Design Systems IncStock250$5.86 萬<0.1%歷史
FDSFactset Research Systems IncStock144$5.77 萬<0.1%歷史
SKYChampion Homes, Inc.Stock875$5.73 萬<0.1%歷史
BIIBBiogen Inc.COM200$5.70 萬<0.1%歷史
PVHPVH Corp.COM668$5.68 萬<0.1%歷史
JNPRJuniper Networks IncCOM1,810$5.67 萬<0.1%歷史
NJRNew Jersey Resources CorpStock1,169$5.52 萬<0.1%歷史
XOMExxonMobil Holdings CorpCOM510$5.47 萬<0.1%歷史
ELVElevance Health, Inc.Stock123$5.46 萬<0.1%歷史
TGTTarget CorpStock405$5.34 萬<0.1%歷史
ACAArcosa, Inc.COM693$5.25 萬<0.1%歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF1,108$5.09 萬<0.1%–
NSSCNapco Security Technologies, IncStock1,469$5.09 萬<0.1%歷史
MDLZMondelez International, Inc.Stock693$5.05 萬<0.1%歷史
ALLAllstate CorpStock463$5.05 萬<0.1%歷史
RMDResmed IncCOM230$5.03 萬<0.1%歷史
HCCIHeritage-Crystal Clean, Inc.COM1,294$4.89 萬<0.1%歷史
NOCNorthrop Grumman CorpStock106$4.83 萬<0.1%歷史
GDGeneral Dynamics CorpStock222$4.78 萬<0.1%歷史
TWNKHostess Brands, Inc.CL A1,880$4.76 萬<0.1%歷史
ORLYO Reilly Automotive IncStock49$4.68 萬<0.1%歷史
CBZCBIZ, Inc.COM876$4.67 萬<0.1%歷史
RLRalph Lauren CorpCL A376$4.64 萬<0.1%歷史
PRTAProthena Corp Public Ltd CoSHS659$4.50 萬<0.1%歷史
STLDSteel Dynamics IncCOM413$4.50 萬<0.1%歷史
LYBLyondellBasell Industries N.V.SHS - A -485$4.45 萬<0.1%歷史
CBOECboe Global Markets, Inc.COM316$4.36 萬<0.1%歷史
IEXIdex CorpCOM197$4.24 萬<0.1%歷史
IRDMIridium Communications Inc.COM667$4.14 萬<0.1%歷史
CELHCelsius Holdings, Inc.COM NEW273$4.07 萬<0.1%歷史
ISEEIVERIC bio, Inc.COM1,033$4.06 萬<0.1%歷史
GILDGilead Sciences, Inc.Stock527$4.06 萬<0.1%歷史
KEYSKeysight Technologies, Inc.Stock242$4.05 萬<0.1%歷史
FTNTFortinet, Inc.Stock536$4.05 萬<0.1%歷史
AMCRAmcor plcORD4,014$4.01 萬<0.1%歷史
RVNCRevance Therapeutics, Inc.COM1,548$3.92 萬<0.1%歷史