West Tower Group, LLC
- SEC CIK
- 0001965819
- 最新申報
- 2026/7/31
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/16 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 47
- 較 2025 年第 2 季 −26
- 總值
- $3,452 萬
- 較 2025 年第 2 季 −$1,159 萬 (−25.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PRGOPERRIGO Co plc | SHS | 173,241 | $385.8 萬 | 11.2% | +54,327+45.7% | 加碼 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 26,900 | $369.4 萬 | 10.7% | +1,300+5.1% | 加碼 | 歷史 |
| EHABEnhabit, Inc. | COM | 375,142 | $300.5 萬 | 8.7% | +90,000+31.6% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 101,977 | $199.2 萬 | 5.8% | −173,193−62.9% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 6,700 | $154.1 萬 | 4.5% | +2,000+42.6% | 加碼 | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 61,400 | $129.8 萬 | 3.8% | 00.0% | 不變 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 27,700 | $122.0 萬 | 3.5% | +3,000+12.1% | 加碼 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 12,300 | $116.6 萬 | 3.4% | 00.0% | 不變 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,175 | $113.8 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 51,000 | $112.3 萬 | 3.3% | −5,000−8.9% | 減碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 11,000 | $110.1 萬 | 3.2% | +3,000+37.5% | 加碼 | 歷史 |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 158,736 | $107.1 萬 | 3.1% | −37,264−19.0% | 減碼 | 歷史 |
| NWSANews Corp | CL A | 32,454 | $99.7 萬 | 2.9% | −6,000−15.6% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 5,700 | $85.4 萬 | 2.5% | −1,300−18.6% | 減碼 | 歷史 |
| OECOrion S.A. | COM | 110,649 | $83.9 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 24,300 | $81.5 萬 | 2.4% | +24,300 | 新進 | 歷史 |
| OIIOceaneering International Inc | Stock | 27,000 | $66.9 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 7,500 | $63.1 萬 | 1.8% | +3,500+87.5% | 加碼 | 歷史 |
| DBXDropbox, Inc. | CL A | 17,520 | $52.9 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 19,951 | $51.7 萬 | 1.5% | −3,049−13.3% | 減碼 | 歷史 |
| DAKTDaktronics Inc | COM | 21,500 | $45.0 萬 | 1.3% | −18,500−46.3% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 500 | $34.9 萬 | 1.0% | +200+66.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,500 | $30.7 萬 | 0.9% | +1,500 | 新進 | 歷史 |
| SMRNuscale Power Corp | CL A COM | 8,000 | $28.8 萬 | 0.8% | +8,000 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,000 | $28.4 萬 | 0.8% | +2,000 | 新進 | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 9,100 | $28.2 萬 | 0.8% | +9,100 | 新進 | – |
| ORCLOracle Corp | Stock | 1,000 | $28.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RBLXRoblox Corp | Stock | 2,000 | $27.7 萬 | 0.8% | +2,000 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 800 | $26.4 萬 | 0.8% | −1,200−60.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,000 | $24.3 萬 | 0.7% | −1,000−50.0% | 減碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 12,000 | $23.8 萬 | 0.7% | +12,000 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 1,600 | $23.3 萬 | 0.7% | +1,600 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,000 | $22.8 萬 | 0.7% | −200−16.7% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,500 | $22.6 萬 | 0.7% | +1,500 | 新進 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 8,000 | $22.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 800 | $22.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,000 | $22.6 萬 | 0.7% | +1,000 | 新進 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 5,000 | $22.5 萬 | 0.7% | +5,000 | 新進 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 25,000 | $22.5 萬 | 0.7% | −5,000−16.7% | 減碼 | 歷史 |
| PDPagerDuty, Inc. | COM | 13,000 | $21.5 萬 | 0.6% | +13,000 | 新進 | 歷史 |
| ZSZscaler, Inc. | Stock | 700 | $21.0 萬 | 0.6% | +700 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 2,178 | $20.6 萬 | 0.6% | +2,178 | 新進 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,600 | $20.4 萬 | 0.6% | +2,600 | 新進 | – |
| TEMTempus AI, Inc. | CL A | 2,500 | $20.2 萬 | 0.6% | +2,500 | 新進 | 歷史 |
| RUMRUM Group Inc. | Stock | 25,000 | $18.1 萬 | 0.5% | +25,000 | 新進 | 歷史 |
| LAESSEALSQ Corp | ORD SHS | 23,500 | $8.79 萬 | 0.3% | +23,500 | 新進 | 歷史 |
| SNAPSnap Inc | Stock | 10,000 | $7.71 萬 | 0.2% | +10,000 | 新進 | 歷史 |
2025 年第 2 季之後清倉（45 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GAPGap Inc | COM | 80,200 | $174.9 萬 | 3.8% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 13,000 | $172.7 萬 | 3.7% | – |
| METAMeta Platforms, Inc. | Stock | 1,100 | $81.2 萬 | 1.8% | 歷史 |
| MMacy's, Inc. | COM | 43,485 | $50.7 萬 | 1.1% | 歷史 |
| VERXVertex, Inc. | Stock | 13,000 | $45.9 萬 | 1.0% | 歷史 |
| SYYSysco Corp | Stock | 6,000 | $45.4 萬 | 1.0% | 歷史 |
| PEPPepsiCo Inc | Stock | 3,300 | $43.6 萬 | 0.9% | 歷史 |
| VZVerizon Communications Inc | Stock | 10,000 | $43.3 萬 | 0.9% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,000 | $42.6 萬 | 0.9% | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,800 | $41.4 萬 | 0.9% | 歷史 |
| SOSouthern Co | Stock | 4,500 | $41.3 萬 | 0.9% | 歷史 |
| OKEONEOK Inc | COM | 5,000 | $40.8 萬 | 0.9% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,000 | $40.4 萬 | 0.9% | 歷史 |
| DUKDuke Energy CORP | Stock | 3,400 | $40.1 萬 | 0.9% | 歷史 |
| PGProcter & Gamble Co | Stock | 2,500 | $39.8 萬 | 0.9% | 歷史 |
| JNJJohnson & Johnson | Stock | 2,600 | $39.7 萬 | 0.9% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 12,000 | $39.7 萬 | 0.9% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,300 | $39.6 萬 | 0.9% | 歷史 |
| DDominion Energy, Inc | Stock | 7,000 | $39.6 萬 | 0.9% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,600 | $39.6 萬 | 0.9% | 歷史 |
| TGTTarget Corp | Stock | 4,000 | $39.5 萬 | 0.9% | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,000 | $38.7 萬 | 0.8% | 歷史 |
| CLColgate Palmolive Co | Stock | 4,200 | $38.2 萬 | 0.8% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,700 | $37.2 萬 | 0.8% | 歷史 |
| LMTLockheed Martin Corp | Stock | 800 | $37.1 萬 | 0.8% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,000 | $37.0 萬 | 0.8% | 歷史 |
| CAGConagra Brands Inc. | Stock | 17,000 | $34.8 萬 | 0.8% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,500 | $33.6 萬 | 0.7% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,500 | $30.7 萬 | 0.7% | 歷史 |
| CPBCAMPBELL'S Co | COM | 10,000 | $30.6 萬 | 0.7% | 歷史 |
| SAPSAP SE | ADR | 1,000 | $30.4 萬 | 0.7% | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 3,000 | $29.7 萬 | 0.6% | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 2,000 | $29.5 萬 | 0.6% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,000 | $27.8 萬 | 0.6% | 歷史 |
| CARTMaplebear Inc. | COM | 6,000 | $27.1 萬 | 0.6% | 歷史 |
| KLACKLA Corp | COM NEW | 300 | $26.9 萬 | 0.6% | 歷史 |
| NFLXNetflix Inc | Stock | 200 | $26.8 萬 | 0.6% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 600 | $24.4 萬 | 0.5% | – |
| HUTHut 8 Corp. | COM | 12,000 | $22.3 萬 | 0.5% | 歷史 |
| COHRCoherent Corp. | COM | 2,500 | $22.3 萬 | 0.5% | 歷史 |
| GMSGMS Inc. | COM | 2,000 | $21.8 萬 | 0.5% | 歷史 |
| MDBMongoDB, Inc. | CL A | 1,000 | $21.0 萬 | 0.5% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,500 | $20.4 萬 | 0.4% | 歷史 |
| ETSYEtsy Inc | COM | 4,000 | $20.1 萬 | 0.4% | 歷史 |
| NVTSNavitas Semiconductor Corp | COM | 10,000 | $6.55 萬 | 0.1% | 歷史 |