West Tower Group, LLC
- SEC CIK
- 0001965819
- 最新申報
- 2026/7/31
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/9 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 60
- 較 2024 年第 4 季 −16
- 總值
- $3,805 萬
- 較 2024 年第 4 季 −$705.6 萬 (−15.6%)
| 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 | $333.4 萬 | 8.8% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 255,745 | $274.4 萬 | 7.2% | 00.0% | 不變 | 歷史 |
| EHABEnhabit, Inc. | COM | 285,142 | $250.6 萬 | 6.6% | 00.0% | 不變 | 歷史 |
| OECOrion S.A. | COM | 110,649 | $143.1 萬 | 3.8% | 00.0% | 不變 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 22,100 | $126.9 萬 | 3.3% | +2,100+10.5% | 加碼 | 歷史 |
| GAPGap Inc | COM | 59,000 | $121.6 萬 | 3.2% | +49,000+490.0% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,075 | $120.6 萬 | 3.2% | +25+1.2% | 加碼 | 歷史 |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 147,454 | $118.8 萬 | 3.1% | +69,150+88.3% | 加碼 | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 46,000 | $103.8 萬 | 2.7% | +46,000 | 新進 | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 61,400 | $103.1 萬 | 2.7% | +5,500+9.8% | 加碼 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 21,700 | $102.4 萬 | 2.7% | −2,800−11.4% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 7,000 | $84.6 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 64,000 | $76.0 萬 | 2.0% | +1,000+1.6% | 加碼 | 歷史 |
| GMSGMS Inc. | COM | 10,000 | $73.2 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,200 | $69.2 萬 | 1.8% | −600−33.3% | 減碼 | 歷史 |
| OIIOceaneering International Inc | Stock | 27,000 | $58.9 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| NWSANews Corp | CL A | 20,974 | $57.1 萬 | 1.5% | +5,454+35.1% | 加碼 | 歷史 |
| MMacy's, Inc. | COM | 43,485 | $54.6 萬 | 1.4% | −30,160−41.0% | 減碼 | 歷史 |
| DAKTDaktronics Inc | COM | 43,000 | $52.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 500 | $46.6 萬 | 1.2% | +500 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,000 | $45.4 萬 | 1.2% | +1,300+14.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,000 | $45.0 萬 | 1.2% | +600+25.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,000 | $44.7 萬 | 1.2% | +100+11.1% | 加碼 | 歷史 |
| MOSMosaic Co | COM | 16,000 | $43.2 萬 | 1.1% | −1,500−8.6% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 17,000 | $43.1 萬 | 1.1% | +17,000 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,600 | $43.1 萬 | 1.1% | −300−10.3% | 減碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 5,500 | $43.0 萬 | 1.1% | +5,500 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,000 | $42.7 萬 | 1.1% | −300−9.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,500 | $42.2 萬 | 1.1% | −800−15.1% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,600 | $41.3 萬 | 1.1% | +1,600 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,000 | $41.3 萬 | 1.1% | +2,000 | 新進 | – |
| SYYSysco Corp | Stock | 5,500 | $41.3 萬 | 1.1% | −500−8.3% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,800 | $41.2 萬 | 1.1% | −200−10.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,500 | $40.4 萬 | 1.1% | +100+2.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,900 | $40.2 萬 | 1.1% | +1,900 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 3,800 | $39.9 萬 | 1.0% | −400−9.5% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 17,500 | $39.7 萬 | 1.0% | +17,500 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,200 | $39.5 萬 | 1.0% | +2,200 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 7,000 | $39.2 萬 | 1.0% | +7,000 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 8,000 | $38.4 萬 | 1.0% | +8,000 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 3,100 | $38.3 萬 | 1.0% | −700−18.4% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 3,500 | $38.3 萬 | 1.0% | +100+2.9% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 3,200 | $38.1 萬 | 1.0% | −400−11.1% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,800 | $37.7 萬 | 1.0% | +1,800 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,400 | $37.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 4,500 | $37.3 萬 | 1.0% | +4,500 | 新進 | 歷史 |
| DBXDropbox, Inc. | CL A | 13,520 | $36.1 萬 | 0.9% | −1,000−6.9% | 減碼 | 歷史 |
| NUENucor Corp | COM | 3,000 | $36.1 萬 | 0.9% | +3,000 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 10,000 | $34.9 萬 | 0.9% | +1,500+17.6% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 600 | $33.0 萬 | 0.9% | +600 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,000 | $30.9 萬 | 0.8% | −1,000−33.3% | 減碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 1,500 | $26.0 萬 | 0.7% | +1,500 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $24.9 萬 | 0.7% | +1,000 | 新進 | 歷史 |
| ROKURoku, Inc | COM CL A | 3,500 | $24.7 萬 | 0.6% | +3,500 | 新進 | 歷史 |
| LITELumentum Holdings Inc. | COM | 3,500 | $21.8 萬 | 0.6% | +3,500 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,000 | $21.7 萬 | 0.6% | +2,000 | 新進 | 歷史 |
| TEAMAtlassian Corp | CL A | 1,000 | $21.2 萬 | 0.6% | +1,000 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 300 | $20.4 萬 | 0.5% | −200−40.0% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,000 | $20.2 萬 | 0.5% | −1,000−50.0% | 減碼 | 歷史 |
| ALGMAllegro Microsystems, Inc. | COM | 8,000 | $20.1 萬 | 0.5% | +8,000 | 新進 | 歷史 |
2024 年第 4 季之後清倉（38 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 13,730 | $117.2 萬 | 2.6% | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 43,400 | $92.7 萬 | 2.1% | 歷史 |
| AAPLApple Inc. | Stock | 2,500 | $62.6 萬 | 1.4% | 歷史 |
| EAElectronic Arts Inc. | COM | 4,000 | $58.5 萬 | 1.3% | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,200 | $50.6 萬 | 1.1% | 歷史 |
| TGTTarget Corp | Stock | 3,400 | $46.0 萬 | 1.0% | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,000 | $45.6 萬 | 1.0% | 歷史 |
| EXCExelon Corp | Stock | 12,000 | $45.2 萬 | 1.0% | 歷史 |
| AESAES Corp | Stock | 35,000 | $45.0 萬 | 1.0% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 4,000 | $44.2 萬 | 1.0% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,300 | $43.5 萬 | 1.0% | 歷史 |
| GISGeneral Mills Inc | Stock | 6,800 | $43.4 萬 | 1.0% | 歷史 |
| CNPCenterpoint Energy Inc | COM | 13,500 | $42.8 萬 | 0.9% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,400 | $42.3 萬 | 0.9% | 歷史 |
| YUMYum Brands Inc | Stock | 3,100 | $41.6 萬 | 0.9% | 歷史 |
| KHCKraft Heinz Co | Stock | 13,500 | $41.5 萬 | 0.9% | 歷史 |
| MCDMcDonalds Corp | Stock | 1,400 | $40.6 萬 | 0.9% | 歷史 |
| EDConsolidated Edison Inc | Stock | 4,500 | $40.2 萬 | 0.9% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 90,000 | $39.9 萬 | 0.9% | 歷史 |
| BAXBaxter International Inc | Stock | 13,100 | $38.2 萬 | 0.8% | 歷史 |
| RDDTReddit, Inc. | Stock | 2,000 | $32.7 萬 | 0.7% | 歷史 |
| MBLYMobileye Global Inc. | Stock | 15,000 | $29.9 萬 | 0.7% | 歷史 |
| CSGPCostar Group, Inc. | COM | 4,000 | $28.6 萬 | 0.6% | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 5,000 | $28.3 萬 | 0.6% | 歷史 |
| ORCLOracle Corp | Stock | 1,500 | $25.0 萬 | 0.6% | 歷史 |
| OKTAOkta, Inc. | CL A | 3,000 | $23.6 萬 | 0.5% | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,000 | $23.2 萬 | 0.5% | 歷史 |
| ARWArrow Electronics, Inc. | COM | 2,000 | $22.6 萬 | 0.5% | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 4,000 | $22.5 萬 | 0.5% | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 8,000 | $22.4 萬 | 0.5% | 歷史 |
| DISWalt Disney Co | Stock | 2,000 | $22.3 萬 | 0.5% | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,000 | $22.1 萬 | 0.5% | 歷史 |
| ONOn Semiconductor Corp | Stock | 3,500 | $22.1 萬 | 0.5% | 歷史 |
| EXTRExtreme Networks Inc | COM | 13,000 | $21.8 萬 | 0.5% | 歷史 |
| NOWServiceNow, Inc. | Stock | 200 | $21.2 萬 | 0.5% | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 2,000 | $20.8 萬 | 0.5% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 600 | $20.5 萬 | 0.5% | 歷史 |
| SNAPSnap Inc | Stock | 13,000 | $14.0 萬 | 0.3% | 歷史 |