West Tower Group, LLC
- SEC CIK
- 0001965819
- 最新申報
- 2026/7/31
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/29 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 32
- 較 2025 年第 4 季 −44
- 總值
- $3,204 萬
- 較 2025 年第 4 季 −$1,143 萬 (−26.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EHABEnhabit, Inc. | COM | 361,009 | $508.7 萬 | 15.9% | −14,133−3.8% | 減碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 352,522 | $378.6 萬 | 11.8% | +109,567+45.1% | 加碼 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 26,372 | $377.2 萬 | 11.8% | +172+0.7% | 加碼 | 歷史 |
| NWSANews Corp | CL A | 86,359 | $215.3 萬 | 6.7% | +53,905+166.1% | 加碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 138,432 | $184.1 萬 | 5.7% | +93,432+207.6% | 加碼 | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 63,867 | $146.6 萬 | 4.6% | +2,467+4.0% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 12,950 | $122.5 萬 | 3.8% | −500−3.7% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 6,000 | $117.2 萬 | 3.7% | +6,000 | 新進 | 歷史 |
| RDDTReddit, Inc. | Stock | 8,700 | $117.1 萬 | 3.7% | +100+1.2% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 41,915 | $115.1 萬 | 3.6% | −23,115−35.5% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 9,000 | $114.6 萬 | 3.6% | +1,000+12.5% | 加碼 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 8,953 | $100.5 萬 | 3.1% | −3,347−27.2% | 減碼 | 歷史 |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 109,859 | $90.6 萬 | 2.8% | −48,877−30.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 3,000 | $76.1 萬 | 2.4% | +1,500+100.0% | 加碼 | 歷史 |
| GSMFerroglobe PLC | SHS | 125,285 | $51.6 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| FIGFigma, Inc. | Stock | 21,000 | $44.4 萬 | 1.4% | +21,000 | 新進 | 歷史 |
| CBTCabot Corp | COM | 5,861 | $44.1 萬 | 1.4% | −5,374−47.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 10,000 | $44.1 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 7,000 | $37.2 萬 | 1.2% | +7,000 | 新進 | 歷史 |
| TYLTyler Technologies Inc | COM | 1,025 | $35.1 萬 | 1.1% | −1,550−60.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,500 | $31.2 萬 | 1.0% | −500−25.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,500 | $30.5 萬 | 1.0% | +1,500 | 新進 | 歷史 |
| MWHSOLV Energy, Inc. | COM SHS CL A | 9,000 | $27.0 萬 | 0.8% | +9,000 | 新進 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 8,700 | $26.5 萬 | 0.8% | −19,000−68.6% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,000 | $25.3 萬 | 0.8% | +2,000 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,000 | $24.2 萬 | 0.8% | −1,000−50.0% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,200 | $23.7 萬 | 0.7% | +1,200 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,200 | $22.4 萬 | 0.7% | +200+20.0% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 25,000 | $20.1 萬 | 0.6% | −15,000−37.5% | 減碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 12,000 | $18.8 萬 | 0.6% | +12,000 | 新進 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 40,000 | $17.2 萬 | 0.5% | +20,000+100.0% | 加碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 10,000 | $15.9 萬 | 0.5% | −5,000−33.3% | 減碼 | 歷史 |
選擇權（1 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 |
|---|---|---|---|
| Peloton Interactive Inc70614W900 | CALL | – | $1.29 萬 |
2025 年第 4 季之後清倉（52 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FWONKLiberty Media Corp | COM LBTY ONE S C | 7,000 | $69.0 萬 | 1.6% | 歷史 |
| OIIOceaneering International Inc | Stock | 27,000 | $64.9 萬 | 1.5% | 歷史 |
| DBXDropbox, Inc. | CL A | 17,520 | $48.7 萬 | 1.1% | 歷史 |
| OECOrion S.A. | COM | 86,538 | $45.7 萬 | 1.1% | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 25,789 | $44.1 萬 | 1.0% | 歷史 |
| TWLOTwilio Inc | CL A | 2,500 | $35.6 萬 | 0.8% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 500 | $33.0 萬 | 0.8% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,500 | $32.6 萬 | 0.7% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,800 | $30.4 萬 | 0.7% | – |
| SWKStanley Black & Decker, Inc. | COM | 4,000 | $29.7 萬 | 0.7% | 歷史 |
| VLOValero Energy Corp | Stock | 1,800 | $29.3 萬 | 0.7% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,700 | $29.1 萬 | 0.7% | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 4,000 | $28.7 萬 | 0.7% | – |
| PEPPepsiCo Inc | Stock | 2,000 | $28.7 萬 | 0.7% | 歷史 |
| BGBunge Global SA | COM SHS | 3,200 | $28.5 萬 | 0.7% | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 8,900 | $28.3 萬 | 0.7% | – |
| OMCOmnicom Group Inc. | COM | 3,500 | $28.3 萬 | 0.7% | 歷史 |
| HALHalliburton Co | Stock | 10,000 | $28.3 萬 | 0.7% | 歷史 |
| APAAPA Corp | Stock | 11,500 | $28.1 萬 | 0.6% | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 3,800 | $28.1 萬 | 0.6% | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,300 | $28.0 萬 | 0.6% | – |
| iShares Global Clean Energy ETF464288224 | ETF | 17,000 | $27.9 萬 | 0.6% | – |
| UNPUnion Pacific Corp | Stock | 1,200 | $27.8 萬 | 0.6% | 歷史 |
| PPGPPG Industries Inc | Stock | 2,700 | $27.7 萬 | 0.6% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,000 | $27.5 萬 | 0.6% | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,200 | $27.4 萬 | 0.6% | – |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 5,000 | $27.4 萬 | 0.6% | – |
| CVXChevron Corp | Stock | 1,800 | $27.4 萬 | 0.6% | 歷史 |
| HSYHershey Co | COM | 1,500 | $27.3 萬 | 0.6% | 歷史 |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 3,200 | $27.3 萬 | 0.6% | – |
| BILLBILL Holdings, Inc. | Stock | 5,000 | $27.3 萬 | 0.6% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,400 | $27.2 萬 | 0.6% | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 5,500 | $27.0 萬 | 0.6% | – |
| GILDGilead Sciences, Inc. | Stock | 2,200 | $27.0 萬 | 0.6% | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 9,300 | $26.9 萬 | 0.6% | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,600 | $26.9 萬 | 0.6% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,000 | $26.8 萬 | 0.6% | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,200 | $26.8 萬 | 0.6% | – |
| COPConocoPhillips | Stock | 2,800 | $26.2 萬 | 0.6% | 歷史 |
| AMGNAmgen Inc | Stock | 800 | $26.2 萬 | 0.6% | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 10,000 | $25.9 萬 | 0.6% | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 2,500 | $25.7 萬 | 0.6% | – |
| NEENextera Energy Inc | Stock | 3,200 | $25.7 萬 | 0.6% | 歷史 |
| NVDANVIDIA Corp | Stock | 1,309 | $24.4 萬 | 0.6% | 歷史 |
| TEAMAtlassian Corp | CL A | 1,500 | $24.3 萬 | 0.6% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,250 | $23.0 萬 | 0.5% | 歷史 |
| SHOPShopify Inc. | Stock | 1,400 | $22.5 萬 | 0.5% | 歷史 |
| GLWCorning Inc | COM | 2,500 | $21.9 萬 | 0.5% | 歷史 |
| AVGOBroadcom Inc. | Stock | 600 | $20.8 萬 | 0.5% | 歷史 |
| TGTTarget Corp | Stock | 2,100 | $20.5 萬 | 0.5% | 歷史 |
| FRSHFreshworks Inc. | Stock | 15,000 | $18.4 萬 | 0.4% | 歷史 |
| LAESSEALSQ Corp | ORD SHS | 23,500 | $8.88 萬 | 0.2% | 歷史 |