West Tower Group, LLC
- SEC CIK
- 0001965819
- 最新申報
- 2026/7/31
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/4 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 76
- 較 2025 年第 3 季 +29
- 總值
- $4,347 萬
- 較 2025 年第 3 季 +$894.8 萬 (+25.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EHABEnhabit, Inc. | COM | 375,142 | $345.9 萬 | 8.0% | 00.0% | 不變 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 242,955 | $338.2 萬 | 7.8% | +69,714+40.2% | 加碼 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 26,200 | $325.2 萬 | 7.5% | −700−2.6% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 8,600 | $197.7 萬 | 4.5% | +1,900+28.4% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 65,030 | $187.4 萬 | 4.3% | −36,947−36.2% | 減碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 13,450 | $145.9 萬 | 3.4% | +2,450+22.3% | 加碼 | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 61,400 | $127.3 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 27,700 | $117.6 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,575 | $116.9 萬 | 2.7% | +400+18.4% | 加碼 | 歷史 |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 158,736 | $116.5 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 12,300 | $114.0 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 8,000 | $106.0 萬 | 2.4% | +2,300+40.4% | 加碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 45,000 | $87.2 萬 | 2.0% | −6,000−11.8% | 減碼 | 歷史 |
| NWSANews Corp | CL A | 32,454 | $84.8 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| CBTCabot Corp | COM | 11,235 | $74.5 萬 | 1.7% | +11,235 | 新進 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 7,000 | $69.0 萬 | 1.6% | +7,000 | 新進 | 歷史 |
| OIIOceaneering International Inc | Stock | 27,000 | $64.9 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,000 | $59.2 萬 | 1.4% | +1,200+150.0% | 加碼 | 歷史 |
| GSMFerroglobe PLC | SHS | 125,285 | $58.1 萬 | 1.3% | +125,285 | 新進 | 歷史 |
| DBXDropbox, Inc. | CL A | 17,520 | $48.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,000 | $46.2 萬 | 1.1% | +2,000 | 新進 | 歷史 |
| OECOrion S.A. | COM | 86,538 | $45.7 萬 | 1.1% | −24,111−21.8% | 減碼 | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 25,789 | $44.1 萬 | 1.0% | +5,838+29.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,500 | $40.8 萬 | 0.9% | +1,500 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $36.9 萬 | 0.8% | −14,300−58.8% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 2,500 | $35.6 萬 | 0.8% | +2,500 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 500 | $33.0 萬 | 0.8% | +500 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,500 | $32.6 萬 | 0.7% | +500+50.0% | 加碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 15,000 | $30.5 萬 | 0.7% | +3,000+25.0% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,800 | $30.4 萬 | 0.7% | +1,800 | 新進 | – |
| SWKStanley Black & Decker, Inc. | COM | 4,000 | $29.7 萬 | 0.7% | +4,000 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 1,800 | $29.3 萬 | 0.7% | +1,800 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,700 | $29.1 萬 | 0.7% | +1,700 | 新進 | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 4,000 | $28.7 萬 | 0.7% | +4,000 | 新進 | – |
| PEPPepsiCo Inc | Stock | 2,000 | $28.7 萬 | 0.7% | +2,000 | 新進 | 歷史 |
| BGBunge Global SA | COM SHS | 3,200 | $28.5 萬 | 0.7% | +3,200 | 新進 | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 8,900 | $28.3 萬 | 0.7% | −200−2.2% | 減碼 | – |
| OMCOmnicom Group Inc. | COM | 3,500 | $28.3 萬 | 0.7% | +3,500 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 10,000 | $28.3 萬 | 0.7% | +10,000 | 新進 | 歷史 |
| APAAPA Corp | Stock | 11,500 | $28.1 萬 | 0.6% | +11,500 | 新進 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 3,800 | $28.1 萬 | 0.6% | +3,800 | 新進 | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,300 | $28.0 萬 | 0.6% | +7,300 | 新進 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 17,000 | $27.9 萬 | 0.6% | +17,000 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 1,200 | $27.8 萬 | 0.6% | +1,200 | 新進 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,700 | $27.7 萬 | 0.6% | +2,700 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,000 | $27.5 萬 | 0.6% | +10,000 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,200 | $27.4 萬 | 0.6% | +3,200 | 新進 | – |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 5,000 | $27.4 萬 | 0.6% | +5,000 | 新進 | – |
| CVXChevron Corp | Stock | 1,800 | $27.4 萬 | 0.6% | +1,800 | 新進 | 歷史 |
| HSYHershey Co | COM | 1,500 | $27.3 萬 | 0.6% | +1,500 | 新進 | 歷史 |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 3,200 | $27.3 萬 | 0.6% | +3,200 | 新進 | – |
| BILLBILL Holdings, Inc. | Stock | 5,000 | $27.3 萬 | 0.6% | +5,000 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,400 | $27.2 萬 | 0.6% | +1,400 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 5,500 | $27.0 萬 | 0.6% | +5,500 | 新進 | – |
| GILDGilead Sciences, Inc. | Stock | 2,200 | $27.0 萬 | 0.6% | +2,200 | 新進 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 9,300 | $26.9 萬 | 0.6% | +9,300 | 新進 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,600 | $26.9 萬 | 0.6% | +2,600 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,000 | $26.8 萬 | 0.6% | +6,000 | 新進 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,200 | $26.8 萬 | 0.6% | +2,200 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 1,000 | $26.5 萬 | 0.6% | +1,000 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 2,800 | $26.2 萬 | 0.6% | +622+28.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 800 | $26.2 萬 | 0.6% | +800 | 新進 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 10,000 | $25.9 萬 | 0.6% | +2,000+25.0% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 40,000 | $25.9 萬 | 0.6% | +40,000 | 新進 | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 2,500 | $25.7 萬 | 0.6% | +2,500 | 新進 | – |
| NEENextera Energy Inc | Stock | 3,200 | $25.7 萬 | 0.6% | +3,200 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,309 | $24.4 萬 | 0.6% | +1,309 | 新進 | 歷史 |
| TEAMAtlassian Corp | CL A | 1,500 | $24.3 萬 | 0.6% | +1,500 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,250 | $23.0 萬 | 0.5% | +1,250 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 1,400 | $22.5 萬 | 0.5% | +1,400 | 新進 | 歷史 |
| GLWCorning Inc | COM | 2,500 | $21.9 萬 | 0.5% | +2,500 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 600 | $20.8 萬 | 0.5% | −200−25.0% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,100 | $20.5 萬 | 0.5% | +2,100 | 新進 | 歷史 |
| FRSHFreshworks Inc. | Stock | 15,000 | $18.4 萬 | 0.4% | +15,000 | 新進 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 20,000 | $12.3 萬 | 0.3% | −5,000−20.0% | 減碼 | 歷史 |
| LAESSEALSQ Corp | ORD SHS | 23,500 | $8.88 萬 | 0.2% | 00.0% | 不變 | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| VanEck Vectors ETF Tr92189H957 | PUT | $53.2 萬 | – |
| VanEck Vectors ETF Tr92189F956 | PUT | $41.4 萬 | – |
2025 年第 3 季之後清倉（19 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRVLMarvell Technology, Inc. | COM | 7,500 | $63.1 萬 | 1.8% | 歷史 |
| DAKTDaktronics Inc | COM | 21,500 | $45.0 萬 | 1.3% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 500 | $34.9 萬 | 1.0% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,500 | $30.7 萬 | 0.9% | 歷史 |
| SMRNuscale Power Corp | CL A COM | 8,000 | $28.8 萬 | 0.8% | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,000 | $28.4 萬 | 0.8% | 歷史 |
| ORCLOracle Corp | Stock | 1,000 | $28.1 萬 | 0.8% | 歷史 |
| RBLXRoblox Corp | Stock | 2,000 | $27.7 萬 | 0.8% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,000 | $24.3 萬 | 0.7% | 歷史 |
| ANETArista Networks, Inc. | Stock | 1,600 | $23.3 萬 | 0.7% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,500 | $22.6 萬 | 0.7% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,000 | $22.6 萬 | 0.7% | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 5,000 | $22.5 萬 | 0.7% | 歷史 |
| PDPagerDuty, Inc. | COM | 13,000 | $21.5 萬 | 0.6% | 歷史 |
| ZSZscaler, Inc. | Stock | 700 | $21.0 萬 | 0.6% | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,600 | $20.4 萬 | 0.6% | – |
| TEMTempus AI, Inc. | CL A | 2,500 | $20.2 萬 | 0.6% | 歷史 |
| RUMRUM Group Inc. | Stock | 25,000 | $18.1 萬 | 0.5% | 歷史 |
| SNAPSnap Inc | Stock | 10,000 | $7.71 萬 | 0.2% | 歷史 |