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West Tower Group, LLC

SEC CIK
0001965819
最新申報
2026/7/31

2024 年第 1 季持倉

持倉截至 2024/3/31,2024/5/14 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
91
較 2023 年第 4 季 −396
總值
$3,315 萬
較 2023 年第 4 季 −$1,611 萬 (−32.7%)
申報日
2024/5/14
SEC
West Tower Group, LLC 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
KSSKOHLS CorpStock75,713$220.7 萬6.7%+14,173+23.0%加碼歷史
OECOrion S.A.COM84,640$199.1 萬6.0%+11,970+16.5%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock214,334$187.1 萬5.6%+41,568+24.1%加碼歷史
GPREGreen Plains Inc.COM80,876$187.0 萬5.6%+64,383+390.4%加碼歷史
EHABEnhabit, Inc.COM136,576$159.1 萬4.8%−53,309−28.1%減碼歷史
URBNUrban Outfitters IncCOM33,284$144.5 萬4.4%+32,831+7,247.5%加碼歷史
OSWOnespaworld Holdings LtdCOM94,781$125.4 萬3.8%00.0%不變歷史
GMSGMS Inc.COM11,500$111.9 萬3.4%−2,104−15.5%減碼歷史
TYLTyler Technologies IncCOM2,400$102.0 萬3.1%−100−4.0%減碼歷史
NWSANews CorpCL A35,380$92.6 萬2.8%+12,125+52.1%加碼歷史
FIXComfort Systems USA IncCOM2,628$83.5 萬2.5%+2,628新進歷史
MMacy's, Inc.COM39,070$78.1 萬2.4%−31,322−44.5%減碼歷史
AVGOBroadcom Inc.Stock547$72.5 萬2.2%+547新進歷史
GSMFerroglobe PLCSHS132,291$65.9 萬2.0%+18,240+16.0%加碼歷史
Atech (Parent) Resolution Corp.00973N102COM882,407$52.2 萬1.6%00.0%不變–
ANSSAnsys IncCOM1,450$50.3 萬1.5%+1,450新進歷史
LYTSLsi Industries IncCOM28,365$42.9 萬1.3%−4,000−12.4%減碼歷史
CASHPathward Financial, Inc.COM8,490$42.9 萬1.3%+209+2.5%加碼歷史
BVBrightView Holdings, Inc.COM36,000$42.8 萬1.3%+36,000新進歷史
DRSLeonardo DRS, Inc.Stock17,000$42.7 萬1.3%−20,000−54.1%減碼歷史
DBXDropbox, Inc.CL A16,520$40.1 萬1.2%−17,500−51.4%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock1,200$38.5 萬1.2%+1,200新進歷史
OXMOxford Industries IncCOM3,400$38.2 萬1.2%−22,500−86.9%減碼歷史
DAKTDaktronics IncCOM38,000$37.8 萬1.1%−37,000−49.3%減碼歷史
GOOGLAlphabet Inc.Stock2,500$37.7 萬1.1%+2,128+572.0%加碼歷史
AMBPArdagh Metal Packaging S.A.SHS105,762$36.3 萬1.1%+10,000+10.4%加碼歷史
MSFTMicrosoft CorpStock800$33.7 萬1.0%+800新進歷史
CLMTCalumet, Inc.UT LTD PARTNER22,549$33.5 萬1.0%+4,000+21.6%加碼歷史
PRGOPERRIGO Co plcSHS10,100$32.5 萬1.0%+1,000+11.0%加碼歷史
OIIOceaneering International IncStock13,500$31.6 萬1.0%+9,928+277.9%加碼歷史
MGNIMagnite, Inc.COM28,644$30.8 萬0.9%+11,586+67.9%加碼歷史
DVDoubleVerify Holdings, Inc.COM8,500$29.9 萬0.9%+8,500新進歷史
NETCloudflare, Inc.CL A COM3,019$29.2 萬0.9%+3,019新進歷史
NVDANVIDIA CorpStock300$27.1 萬0.8%+300新進歷史
EVRIEveri Holdings Inc.COM26,555$26.7 萬0.8%+4,455+20.2%加碼歷史
SLABSilicon Laboratories Inc.Stock1,800$25.9 萬0.8%+1,800新進歷史
OPALOPAL Fuels Inc.CLASS A COM51,370$25.8 萬0.8%+19,943+63.5%加碼歷史
DISWalt Disney CoStock2,000$24.5 萬0.7%+2,000新進歷史
ANETArista Networks, Inc.COM800$23.2 萬0.7%+800新進歷史
DELLDell Technologies Inc.Stock2,000$22.8 萬0.7%+2,000新進歷史
TTDTrade Desk, Inc.Stock2,500$21.9 萬0.7%+2,500新進歷史
MRVLMarvell Technology, Inc.COM3,000$21.3 萬0.6%+3,000新進歷史
OKTAOkta, Inc.CL A2,000$20.9 萬0.6%+1,890+1,718.2%加碼歷史
AMATApplied Materials IncStock1,000$20.6 萬0.6%+1,000新進歷史
ECVTEcovyst Inc.COM17,610$19.6 萬0.6%−2,514−12.5%減碼歷史
HCPHashiCorp, Inc.COM CL A7,000$18.9 萬0.6%+7,000新進歷史
DRVNDriven Brands Holdings Inc.COM11,671$18.4 萬0.6%+5,315+83.6%加碼歷史
GPGIGPGI, Inc.COM CL A25,000$18.1 萬0.5%00.0%不變歷史
MNDYmonday.com Ltd.SHS800$18.1 萬0.5%+800新進歷史
MDBMongoDB, Inc.CL A500$17.9 萬0.5%+500新進歷史
SNPSSynopsys IncCOM300$17.1 萬0.5%+300新進歷史
PYPLPayPal Holdings, Inc.Stock2,500$16.7 萬0.5%+996+66.2%加碼歷史
WDAYWorkday, Inc.CL A600$16.4 萬0.5%+600新進歷史
SNOWSnowflake Inc.Stock1,000$16.2 萬0.5%+948+1,823.1%加碼歷史
ACVAACV Auctions Inc.COM CL A8,377$15.7 萬0.5%−3,623−30.2%減碼歷史
CZRCaesars Entertainment, Inc.COM3,500$15.3 萬0.5%+3,500新進歷史
DOCNDigitalOcean Holdings, Inc.COM4,000$15.3 萬0.5%+4,000新進歷史
NXPINXP Semiconductors N.V.COM600$14.9 萬0.4%+600新進歷史
FLEXFlex Ltd.Stock5,000$14.3 萬0.4%+5,000新進歷史
TXNTexas Instruments IncStock800$13.9 萬0.4%+800新進歷史
PINSPinterest, Inc.CL A4,000$13.9 萬0.4%+4,000新進歷史
DASHDoorDash, Inc.Stock1,000$13.8 萬0.4%+1,000新進歷史
CRMSalesforce, Inc.Stock400$12.0 萬0.4%+400新進歷史
GTLBGitlab Inc.CLASS A COM2,000$11.7 萬0.4%+1,884+1,624.1%加碼歷史
METAMeta Platforms, Inc.Stock200$9.71 萬0.3%+200新進歷史
KDPKeurig Dr Pepper Inc.COM3,000$9.20 萬0.3%−59,454−95.2%減碼歷史
SNAPSnap IncStock8,000$9.18 萬0.3%+8,000新進歷史
CFLTConfluent, Inc.CLASS A COM3,000$9.16 萬0.3%+3,000新進歷史
DOCUDocuSign, Inc.Stock1,500$8.93 萬0.3%+1,220+435.7%加碼歷史
SBDSSolo Brands, Inc.COM CL A39,000$8.46 萬0.3%+39,000新進歷史
XYZBlock, Inc.CL A1,000$8.46 萬0.3%+950+1,900.0%加碼歷史
FROGJFrog LtdStock1,861$8.23 萬0.2%+1,861新進歷史
LSCCLattice Semiconductor CorpCOM1,000$7.82 萬0.2%+1,000新進歷史
TOSTToast, Inc.Stock3,000$7.48 萬0.2%+3,000新進歷史
ZZillow Group, Inc.CL C CAP STK1,500$7.32 萬0.2%+1,500新進歷史
TWKSThoughtworks Holding, Inc.COM28,063$7.10 萬0.2%+28,063新進歷史
APPAppLovin CorpCOM CL A1,000$6.92 萬0.2%+1,000新進歷史
WIXWix.com Ltd.SHS500$6.87 萬0.2%+500新進歷史
WDCWestern Digital CorpCOM1,000$6.82 萬0.2%+1,000新進歷史
FOURShift4 Payments, Inc.CL A1,000$6.61 萬0.2%+898+880.4%加碼歷史
ADSKAutodesk, Inc.COM250$6.51 萬0.2%+250新進歷史
XPERXperi Inc.COMMON STOCK5,385$6.49 萬0.2%+5,385新進歷史
NFLXNetflix IncStock100$6.07 萬0.2%−12−10.7%減碼歷史
LYFTLyft, Inc.CL A COM3,000$5.80 萬0.2%+3,000新進歷史
MXMagnachip Semiconductor CorpCOM9,747$5.44 萬0.2%00.0%不變歷史
RPDRapid7, Inc.COM1,000$4.90 萬0.1%+1,000新進歷史
ASMLASML Holding NVADR50$4.85 萬0.1%+50新進歷史
PUBMPubMatic, Inc.COM CL A2,000$4.74 萬0.1%+2,000新進歷史
RBLXRoblox CorpStock1,000$3.82 萬0.1%+1,000新進歷史
IOTSamsara Inc.Stock1,000$3.78 萬0.1%+1,000新進歷史
SMTCSemtech CorpStock1,000$2.75 萬0.1%+1,000新進歷史

2023 年第 4 季之後清倉(446 檔)

2023 年第 4 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 446 檔。

West Tower Group, LLC 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
GFFGriffon CorpCOM19,328$117.8 萬2.4%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF18,883$75.6 萬1.5%–
VanEck Semiconductor ETF92189F676ETF4,002$70.0 萬1.4%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,954$67.6 萬1.4%–
KBRKBR, Inc.COM11,100$61.5 萬1.2%歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF8,220$59.2 萬1.2%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,571$59.2 萬1.2%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF9,201$58.3 萬1.2%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF7,134$51.8 萬1.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF3,380$49.7 萬1.0%–
YOUClear Secure, Inc.COM CL A22,000$45.4 萬0.9%歷史
Invesco QQQ Trust Series I46090E103ETF1,005$41.2 萬0.8%–
State Street Materials Select Sector SPDR ETF81369Y100ETF2,826$24.2 萬0.5%–
State Street SPDR S&P Regional Banking ETF78464A698ETF4,515$23.7 萬0.5%–
CLWClearwater Paper CorpCOM5,464$19.7 萬0.4%歷史
LLYEli Lilly & CoStock303$17.7 萬0.4%歷史
REGNRegeneron Pharmaceuticals, Inc.COM184$16.2 萬0.3%歷史
PGProcter & Gamble CoStock1,090$16.0 萬0.3%歷史
ORLYO Reilly Automotive IncStock156$14.8 萬0.3%歷史
HUMHumana IncStock313$14.3 萬0.3%歷史
CBChubb LtdStock599$13.5 萬0.3%歷史
PLABPhotronics IncCOM4,310$13.5 萬0.3%歷史
MCKMcKesson CorpStock286$13.2 萬0.3%歷史
ODFLOld Dominion Freight Line, Inc.COM326$13.2 萬0.3%歷史
NUENucor CorpCOM758$13.2 萬0.3%歷史
MRSHMarsh & McLennan Companies, Inc.Stock688$13.0 萬0.3%歷史
AZOAutoZone IncCOM50$12.9 萬0.3%歷史
EXCExelon CorpStock3,538$12.7 萬0.3%歷史
GENGen Digital Inc.Stock5,473$12.5 萬0.3%歷史
AONAon plcCL A423$12.3 萬0.2%歷史
IRMDIradimed CorpCOM2,467$11.7 萬0.2%歷史
FCXFreeport-McMoran IncStock2,750$11.7 萬0.2%歷史
HALHalliburton CoStock3,216$11.6 萬0.2%歷史
DPZDominos Pizza IncCOM280$11.5 萬0.2%歷史
JAKKJakks Pacific IncCOM NEW3,191$11.3 萬0.2%歷史
ADPAutomatic Data Processing IncStock464$10.8 萬0.2%歷史
MOSMosaic CoCOM2,990$10.7 萬0.2%歷史
CAHCardinal Health IncStock1,056$10.6 萬0.2%歷史
WSTWest Pharmaceutical Services IncCOM301$10.6 萬0.2%歷史
AJGArthur J. Gallagher & Co.COM464$10.4 萬0.2%歷史
SLBSLB LimitedStock1,949$10.1 萬0.2%歷史
MOHMolina Healthcare, Inc.COM269$9.72 萬0.2%歷史
iShares Tr464288760US AER DEF ETF756$9.57 萬0.2%–
Alps ETF Tr00162Q452ALERIAN MLP2,250$9.57 萬0.2%–
WELLWelltower Inc.REIT1,053$9.49 萬0.2%歷史
MDYSPDR S&P Midcap 400 ETF TrustETF186$9.44 萬0.2%歷史
METMetlife IncStock1,424$9.42 萬0.2%歷史
iShares Tr464287556ISHARES BIOTECH690$9.37 萬0.2%–
NSSCNapco Security Technologies, IncStock2,732$9.36 萬0.2%歷史
CSTMConstellium SECL A SHS4,656$9.29 萬0.2%歷史
VRSKVerisk Analytics, Inc.COM384$9.17 萬0.2%歷史
EGEverest Group, Ltd.COM258$9.12 萬0.2%歷史
HPEHewlett Packard Enterprise CoCOM5,358$9.10 萬0.2%歷史
LYBLyondellBasell Industries N.V.SHS - A -946$8.99 萬0.2%歷史
STLDSteel Dynamics IncCOM760$8.98 萬0.2%歷史
HCKTHackett Group, Inc.COM3,920$8.93 萬0.2%歷史
TJXTJX Companies IncStock949$8.90 萬0.2%歷史
INBXInhibrx Biosciences, Inc.COM2,300$8.74 萬0.2%歷史
FDSFactset Research Systems IncStock183$8.73 萬0.2%歷史
PLRXPliant Therapeutics, Inc.COM4,701$8.51 萬0.2%歷史
NTAPNetApp, Inc.Stock956$8.43 萬0.2%歷史
SNASnap-on IncCOM289$8.35 萬0.2%歷史
VanEck Morningstar Wide Moat ETF92189F643ETF967$8.21 萬0.2%–
WRBBerkley W R CorpCOM1,158$8.19 萬0.2%歷史
BDXBecton Dickinson & CoStock333$8.12 萬0.2%歷史
SPYSPDR S&P 500 ETF TrustETF170$8.08 萬0.2%歷史
FCNCAFirst Citizens Bancshares IncCL A56$7.95 萬0.2%歷史
PKGPackaging Corp of AmericaStock482$7.85 萬0.2%歷史
PARRPar Pacific Holdings, Inc.COM NEW2,156$7.84 萬0.2%歷史
EPAMEPAM Systems, Inc.COM263$7.82 萬0.2%歷史
EBAYeBay IncCOM1,792$7.82 萬0.2%歷史
CBOECboe Global Markets, Inc.COM433$7.73 萬0.2%歷史
ANDEAndersons, Inc.COM1,336$7.69 萬0.2%歷史
DALDelta Air Lines, Inc.COM NEW1,900$7.64 萬0.2%歷史
BOXBox IncCL A2,895$7.41 萬0.2%歷史
UALUnited Airlines Holdings, Inc.COM1,794$7.40 萬0.2%歷史
BROBrown & Brown, Inc.Stock1,037$7.37 萬0.1%歷史
MMIMarcus & Millichap, Inc.COM1,671$7.30 萬0.1%歷史
DDDuPont de Nemours, Inc.COM945$7.27 萬0.1%歷史
THRThermon Group Holdings, Inc.COM2,197$7.16 萬0.1%歷史
BECNQxo Building Products, Inc.COM802$6.98 萬0.1%歷史
AVAVAeroVironment IncCOM553$6.97 萬0.1%歷史
ROADConstruction Partners, Inc.COM CL A1,580$6.88 萬0.1%歷史
PNWPinnacle West Capital CorpCOM934$6.71 萬0.1%歷史
WUWestern Union COStock5,616$6.69 萬0.1%歷史
ATIAti IncStock1,457$6.63 萬0.1%歷史
HCCWarrior Met Coal, Inc.COM1,060$6.46 萬0.1%歷史
HOFTHooker Furnishings CorpCOM2,468$6.44 萬0.1%歷史
BRSLBrightstar Lottery PLCSHS USD2,339$6.41 萬0.1%歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG683$6.41 萬0.1%–
NOCNorthrop Grumman CorpStock135$6.32 萬0.1%歷史
KAMNKAMAN CorpCOM2,621$6.28 萬0.1%歷史
APDAir Products & Chemicals, Inc.Stock229$6.27 萬0.1%歷史
CHDChurch & Dwight Co IncCOM663$6.27 萬0.1%歷史
TDWTidewater IncCOM868$6.26 萬0.1%歷史
VLOValero Energy CorpStock476$6.19 萬0.1%歷史
ZIONZions Bancorporation, National AssociationCOM1,387$6.08 萬0.1%歷史
HPQHP IncStock2,008$6.04 萬0.1%歷史
SKTTanger Inc.COM2,153$5.97 萬0.1%歷史
CHUYChuy's Holdings, Inc.COM1,561$5.97 萬0.1%歷史