West Tower Group, LLC
- SEC CIK
- 0001965819
- 最新申報
- 2026/7/31
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 76
- 較 2024 年第 3 季 −37
- 總值
- $4,511 萬
- 較 2024 年第 3 季 −$171.8 萬 (−3.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PRGOPERRIGO Co plc | SHS | 118,914 | $305.7 萬 | 6.8% | +16,922+16.6% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 255,745 | $270.3 萬 | 6.0% | −89,876−26.0% | 減碼 | 歷史 |
| EHABEnhabit, Inc. | COM | 285,142 | $222.7 萬 | 4.9% | 00.0% | 不變 | 歷史 |
| OECOrion S.A. | COM | 110,649 | $174.7 萬 | 3.9% | −3,553−3.1% | 減碼 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 20,000 | $152.8 萬 | 3.4% | +20,000 | 新進 | 歷史 |
| MMacy's, Inc. | COM | 73,645 | $124.7 萬 | 2.8% | +26,659+56.7% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,050 | $118.2 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 13,730 | $117.2 萬 | 2.6% | −3,313−19.4% | 減碼 | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 55,900 | $111.2 萬 | 2.5% | −41,117−42.4% | 減碼 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 24,500 | $108.7 萬 | 2.4% | −6,500−21.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,800 | $105.4 萬 | 2.3% | +1,000+125.0% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 7,000 | $93.5 萬 | 2.1% | +4,000+133.3% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 43,400 | $92.7 萬 | 2.1% | −7,221−14.3% | 減碼 | 歷史 |
| GMSGMS Inc. | COM | 10,000 | $84.8 萬 | 1.9% | −500−4.8% | 減碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 63,000 | $81.3 萬 | 1.8% | +22,000+53.7% | 加碼 | 歷史 |
| DAKTDaktronics Inc | COM | 43,000 | $72.5 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| OIIOceaneering International Inc | Stock | 27,000 | $70.4 萬 | 1.6% | −7,500−21.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,500 | $62.6 萬 | 1.4% | +2,000+400.0% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 4,000 | $58.5 萬 | 1.3% | +4,000 | 新進 | 歷史 |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 78,304 | $57.0 萬 | 1.3% | +78,304 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,000 | $56.8 萬 | 1.3% | +3,000 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,200 | $50.6 萬 | 1.1% | +1,200 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 5,300 | $48.2 萬 | 1.1% | +5,300 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 3,400 | $46.0 萬 | 1.0% | +3,400 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 6,000 | $45.9 萬 | 1.0% | +2,500+71.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,000 | $45.6 萬 | 1.0% | +2,000 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,000 | $45.4 萬 | 1.0% | +900+81.8% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 12,000 | $45.2 萬 | 1.0% | +5,000+71.4% | 加碼 | 歷史 |
| AESAES Corp | Stock | 35,000 | $45.0 萬 | 1.0% | +35,000 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 4,000 | $44.2 萬 | 1.0% | −1,000−20.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,400 | $43.8 萬 | 1.0% | +2,000+83.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 900 | $43.7 萬 | 1.0% | +900 | 新進 | 歷史 |
| DBXDropbox, Inc. | CL A | 14,520 | $43.6 萬 | 1.0% | −15,000−50.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,300 | $43.5 萬 | 1.0% | +1,300 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 6,800 | $43.4 萬 | 1.0% | +6,800 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 3,800 | $43.3 萬 | 1.0% | +1,600+72.7% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,300 | $43.2 萬 | 1.0% | +3,300 | 新進 | 歷史 |
| MOSMosaic Co | COM | 17,500 | $43.0 萬 | 1.0% | +7,000+66.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,400 | $42.9 萬 | 1.0% | +1,300+61.9% | 加碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 13,500 | $42.8 萬 | 0.9% | +13,500 | 新進 | 歷史 |
| NWSANews Corp | CL A | 15,520 | $42.7 萬 | 0.9% | −11,865−43.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,000 | $42.5 萬 | 0.9% | −1,000−33.3% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,400 | $42.3 萬 | 0.9% | +3,400 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 3,600 | $42.0 萬 | 0.9% | +1,600+80.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,900 | $41.9 萬 | 0.9% | +2,900 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 4,200 | $41.7 萬 | 0.9% | +1,600+61.5% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 3,100 | $41.6 萬 | 0.9% | +3,100 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 13,500 | $41.5 萬 | 0.9% | +6,000+80.0% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 3,400 | $40.6 萬 | 0.9% | +1,300+61.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,400 | $40.6 萬 | 0.9% | +400+40.0% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 4,500 | $40.2 萬 | 0.9% | +4,500 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 90,000 | $39.9 萬 | 0.9% | −10,000−10.0% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 13,100 | $38.2 萬 | 0.8% | +6,400+95.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,400 | $36.5 萬 | 0.8% | +800+50.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,700 | $34.8 萬 | 0.8% | +8,700 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 8,500 | $34.1 萬 | 0.8% | +3,100+57.4% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 2,000 | $32.7 萬 | 0.7% | −3,000−60.0% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 500 | $31.5 萬 | 0.7% | +500 | 新進 | 歷史 |
| MBLYMobileye Global Inc. | Stock | 15,000 | $29.9 萬 | 0.7% | +15,000 | 新進 | 歷史 |
| CSGPCostar Group, Inc. | COM | 4,000 | $28.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 5,000 | $28.3 萬 | 0.6% | +5,000 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,500 | $25.0 萬 | 0.6% | +1,500 | 新進 | 歷史 |
| OKTAOkta, Inc. | CL A | 3,000 | $23.6 萬 | 0.5% | +3,000 | 新進 | 歷史 |
| GAPGap Inc | COM | 10,000 | $23.6 萬 | 0.5% | +10,000 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,000 | $23.2 萬 | 0.5% | +300+42.9% | 加碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 2,000 | $22.6 萬 | 0.5% | +2,000 | 新進 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 4,000 | $22.5 萬 | 0.5% | +1,000+33.3% | 加碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 8,000 | $22.4 萬 | 0.5% | +8,000 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,000 | $22.3 萬 | 0.5% | +2,000 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,000 | $22.1 萬 | 0.5% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| ONOn Semiconductor Corp | Stock | 3,500 | $22.1 萬 | 0.5% | +1,500+75.0% | 加碼 | 歷史 |
| EXTRExtreme Networks Inc | COM | 13,000 | $21.8 萬 | 0.5% | −2,000−13.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 200 | $21.2 萬 | 0.5% | −300−60.0% | 減碼 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 2,000 | $20.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 600 | $20.5 萬 | 0.5% | +600 | 新進 | 歷史 |
| SNAPSnap Inc | Stock | 13,000 | $14.0 萬 | 0.3% | +3,000+30.0% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（66 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GPREGreen Plains Inc. | COM | 80,876 | $109.5 萬 | 2.3% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,000 | $82.0 萬 | 1.8% | 歷史 |
| TSLATesla, Inc. | Stock | 4,000 | $78.5 萬 | 1.7% | 歷史 |
| GSMFerroglobe PLC | SHS | 137,291 | $63.7 萬 | 1.4% | 歷史 |
| LYTSLsi Industries Inc | COM | 34,365 | $55.5 萬 | 1.2% | 歷史 |
| MGNIMagnite, Inc. | COM | 39,630 | $54.9 萬 | 1.2% | 歷史 |
| MNDYmonday.com Ltd. | SHS | 1,800 | $50.0 萬 | 1.1% | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 34,671 | $49.5 萬 | 1.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 3,000 | $48.6 萬 | 1.0% | 歷史 |
| LITELumentum Holdings Inc. | COM | 7,000 | $44.4 萬 | 0.9% | 歷史 |
| CLMTCalumet, Inc. | COM | 22,799 | $40.6 萬 | 0.9% | 歷史 |
| CASHPathward Financial, Inc. | COM | 5,990 | $39.5 萬 | 0.8% | 歷史 |
| CVSCVS Health Corp | Stock | 4,800 | $30.2 萬 | 0.6% | 歷史 |
| NABLN-able, Inc. | COMMON STOCK | 23,000 | $30.0 萬 | 0.6% | 歷史 |
| EMREmerson Electric Co | Stock | 2,700 | $29.5 萬 | 0.6% | 歷史 |
| VICRVicor Corp | COM | 7,000 | $29.5 萬 | 0.6% | 歷史 |
| FASTFastenal Co | Stock | 4,000 | $28.6 萬 | 0.6% | 歷史 |
| SESea Ltd | SPONSORD ADS | 3,000 | $28.3 萬 | 0.6% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 300 | $27.7 萬 | 0.6% | 歷史 |
| HRLHormel Foods Corp | COM | 8,700 | $27.6 萬 | 0.6% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 4,600 | $27.5 萬 | 0.6% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 800 | $27.3 萬 | 0.6% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,300 | $27.0 萬 | 0.6% | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 71,359 | $26.9 萬 | 0.6% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 8,500 | $26.9 萬 | 0.6% | 歷史 |
| HONHoneywell International Inc | COM | 1,300 | $26.9 萬 | 0.6% | 歷史 |
| RBLXRoblox Corp | Stock | 6,000 | $26.6 萬 | 0.6% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,300 | $26.2 萬 | 0.6% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 800 | $23.3 萬 | 0.5% | – |
| UUnity Software Inc. | COM | 10,000 | $22.6 萬 | 0.5% | 歷史 |
| ARMArm Holdings PLC | ADR | 1,500 | $21.5 萬 | 0.5% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 4,000 | $21.1 萬 | 0.5% | 歷史 |
| TOSTToast, Inc. | Stock | 7,000 | $19.8 萬 | 0.4% | 歷史 |
| CPNGCoupang, Inc. | CL A | 8,000 | $19.6 萬 | 0.4% | 歷史 |
| OPALOPAL Fuels Inc. | CLASS A COM | 51,370 | $18.8 萬 | 0.4% | 歷史 |
| COHRCoherent Corp. | COM | 2,000 | $17.8 萬 | 0.4% | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 5,000 | $17.7 萬 | 0.4% | 歷史 |
| ANSSAnsys Inc | COM | 550 | $17.5 萬 | 0.4% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 4,180 | $17.4 萬 | 0.4% | 歷史 |
| DOCSDoximity, Inc. | CL A | 4,000 | $17.4 萬 | 0.4% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,000 | $17.4 萬 | 0.4% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,500 | $16.4 萬 | 0.4% | 歷史 |
| PINSPinterest, Inc. | CL A | 5,000 | $16.2 萬 | 0.3% | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,000 | $14.3 萬 | 0.3% | 歷史 |
| NFLXNetflix Inc | Stock | 200 | $14.2 萬 | 0.3% | 歷史 |
| MDBMongoDB, Inc. | CL A | 500 | $13.5 萬 | 0.3% | 歷史 |
| NCNOnCino, Inc. | COM | 4,000 | $12.6 萬 | 0.3% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 500 | $12.5 萬 | 0.3% | 歷史 |
| XPERXperi Inc. | COMMON STOCK | 13,268 | $12.3 萬 | 0.3% | 歷史 |
| AMKRAmkor Technology, Inc. | COM | 4,000 | $12.2 萬 | 0.3% | 歷史 |
| RPDRapid7, Inc. | COM | 3,000 | $12.0 萬 | 0.3% | 歷史 |
| EFXTEnerflex Ltd. | COM | 20,000 | $11.9 萬 | 0.3% | 歷史 |
| FROGJFrog Ltd | Stock | 4,000 | $11.6 萬 | 0.2% | 歷史 |
| ECVTEcovyst Inc. | COM | 16,875 | $11.6 萬 | 0.2% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 3,000 | $11.2 萬 | 0.2% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,000 | $11.0 萬 | 0.2% | 歷史 |
| SWISolarWinds Corp | COM | 7,221 | $9.42 萬 | 0.2% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,500 | $9.31 萬 | 0.2% | 歷史 |
| SMTCSemtech Corp | Stock | 1,800 | $8.22 萬 | 0.2% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 2,000 | $8.08 萬 | 0.2% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 2,000 | $8.00 萬 | 0.2% | 歷史 |
| Atech (Parent) Resolution Corp.00973N102 | COM | 714,429 | $6.39 萬 | 0.1% | – |
| SBDSSolo Brands, Inc. | COM CL A | 39,000 | $5.50 萬 | 0.1% | 歷史 |
| MXMagnachip Semiconductor Corp | COM | 9,747 | $4.55 萬 | 0.1% | 歷史 |
| HDSNHudson Technologies Inc | COM | 3,348 | $2.79 萬 | 0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 300 | $2.41 萬 | 0.1% | 歷史 |