13F 机构持仓

Strong Tower Advisory Services

MINNEAPOLIS MN · SEC CIK 0001889322

2026Q22026Q1 更早 9 个季度 🔒
$5.31亿2026Q1 申报市值
92持仓数
38.1%前十大占比 · 第一大 5.8%
2 / 7新建仓 / 清仓
申报市值走势$5.58亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

LQD 5.8%
BINC 5.4%
BLV 4.4%
NVDA 4.2%
HYG 3.6%
TLT 3.4%
MSTR 3.2%
IBIT 2.7%
PWR 2.7%
MSFT 2.7%

2026Q1 买入最多 按季末市值估算

UNH 加仓+$392.54万
BINC 加仓+$264.13万
LQD 加仓+$247.40万
TLT 加仓+$240.13万
BLV 加仓+$182.93万

2026Q1 卖出最多 按季末市值估算

TBIL 重新持有-$1,658.86万
COF 清仓-$1,032.95万
BRK/B 减仓-$773.00万
PAYX 清仓-$334.95万
RSP 减仓-$296.84万

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
COF CAPITAL ONE FINL CORP $00.00%0 -42,621-100.0% -$1,032.95万 清仓
PAYX PAYCHEX INC $00.00%0 -29,859-100.0% -$334.95万 清仓
FDS FACTSET RESH SYS INC $00.00%0 -9,511-100.0% -$276.00万 清仓
SMMD ISHARES TR $00.00%0 -12,419-100.0% -$93.07万 清仓
PLD PROLOGIS INC. $00.00%0 -3,550-100.0% -$45.32万 清仓
SPYM SPDR SERIES TRUST $00.00%0 —— — 申报中断
IYW ISHARES TR $00.00%0 -1,116-100.0% -$22.28万 清仓
PLUG PLUG POWER INC $00.00%0 -10,000-100.0% -$1.97万 清仓
ENVX ENOVIX CORPORATION $21.80万0.04%42,089 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $22.14万0.04%462 -16,131-97.2% -$773.00万 减仓
TGT TARGET CORP $23.17万0.04%1,912 1,912— $23.17万 新建仓
BSX BOSTON SCIENTIFIC CORP $26.17万0.05%4,170 00.0% — 不变
META META PLATFORMS INC $26.55万0.05%464 -37-7.4% -$2.12万 减仓
SPY STATE STR SPDR S&P 500 ETF T $27.44万0.05%422 -116-21.6% -$7.54万 减仓
— ISHARES ETHEREUM TR $33.34万0.06%21,061 290.1% $459 加仓
TRV TRAVELERS COMPANIES INC $35.99万0.07%1,234 24124.3% $7.03万 加仓
TJX TJX COS INC NEW $44.88万0.08%2,810 00.0% — 不变
TBIL RBB FD INC $50.33万0.09%10,095 -332,704-97.1% -$1,658.86万 重新持有
HIMS HIMS & HERS HEALTH INC $58.47万0.11%28,167 2,2088.5% $4.58万 加仓
JBBB JANUS DETROIT STR TR $71.98万0.14%15,445 -161-1.0% -$7,503 减仓
FBRT FRANKLIN BSP RLTY TR INC $73.65万0.14%86,749 11,20214.8% $9.51万 加仓
GOOG ALPHABET INC $74.10万0.14%2,583 702.8% $2.01万 加仓
POOL POOL CORP $84.97万0.16%4,200 3479.0% $7.02万 加仓
TMDX TRANSMEDICS GROUP INC $88.39万0.17%8,891 8,891— $88.39万 新建仓
ORLY OREILLY AUTOMOTIVE INC $91.87万0.17%9,952 7888.6% $7.27万 加仓
TDG TRANSDIGM GROUP INC $91.95万0.17%793 364.8% $4.17万 加仓
IONQ IONQ INC $93.00万0.18%32,259 9833.1% $2.83万 加仓
INOD INNODATA INC $94.45万0.18%24,456 9263.9% $3.58万 加仓
APH AMPHENOL CORP $106.77万0.20%8,450 -2,480-22.7% -$31.34万 减仓
MTW MANITOWOC CO INC $110.69万0.21%95,015 2,9813.2% $3.47万 加仓
ROK ROCKWELL AUTOMATION INC $118.73万0.22%3,308 1394.4% $4.99万 加仓
WAB WABTEC $123.03万0.23%4,923 1713.6% $4.27万 加仓
HASI HA SUSTAINABLE INFRA CAP INC $130.52万0.25%35,517 1,2413.6% $4.56万 加仓
EQIX EQUINIX INC $131.65万0.25%1,343 483.7% $4.71万 加仓
QQQM INVESCO EXCH TRADED FD TR II $167.45万0.32%7,047 741.1% $1.76万 加仓
HBM HUDBAY MINERALS INC $198.50万0.37%94,974 2120.2% $4,431 加仓
PLTR PALANTIR TECHNOLOGIES INC $211.16万0.40%14,435 4403.1% $6.44万 加仓
POWL POWELL INDS INC $279.06万0.53%5,158 -778-13.1% -$42.09万 减仓
PM PHILIP MORRIS INTL INC $320.53万0.60%19,386 5002.6% $8.27万 加仓
PG PROCTER & GAMBLE CO $321.32万0.60%22,246 1,2546.0% $18.11万 加仓
KMB KIMBERLY-CLARK CORP $323.37万0.61%33,521 9,16537.6% $88.41万 加仓
ABBV ABBVIE INC $323.53万0.61%14,876 1090.7% $2.37万 加仓
CMI CUMMINS INC $327.90万0.62%6,095 -2,789-31.4% -$150.04万 减仓
STE STERIS PLC $327.96万0.62%14,831 6734.8% $14.88万 加仓
ROP ROPER TECHNOLOGIES INC $331.67万0.62%9,373 1,43118.0% $50.64万 加仓
MCD MCDONALDS CORP $338.41万0.64%10,889 5605.4% $17.40万 加仓
XEL XCEL ENERGY INC $342.18万0.64%43,074 1,7874.3% $14.20万 加仓
AWK AMERICAN WTR WKS CO INC NEW $352.26万0.66%25,884 3631.4% $4.94万 加仓
SHW SHERWIN WILLIAMS CO $353.53万0.67%11,029 -47-0.4% -$1.51万 减仓
BLK BLACKROCK INC $356.60万0.67%3,708 932.6% $8.94万 加仓
MA MASTERCARD INCORPORATED $357.36万0.67%7,152 3505.1% $17.49万 加仓
JPM JPMORGAN CHASE & CO $364.89万0.69%12,404 970.8% $2.85万 加仓
ITW ILLINOIS TOOL WKS INC $365.63万0.69%14,047 -56-0.4% -$1.46万 减仓
RSP INVESCO EXCHANGE TRADED FD T $367.22万0.69%19,134 -15,467-44.7% -$296.84万 减仓
ETN EATON CORP PLC $367.50万0.69%10,275 4865.0% $17.38万 加仓
LOW LOWES COS INC $372.42万0.70%15,762 -73-0.5% -$1.72万 减仓
ECL ECOLAB INC $374.74万0.71%14,087 -37-0.3% -$9,843 减仓
MLPA GLOBAL X FDS $374.77万0.71%69,569 6921.0% $3.73万 加仓
ET ENERGY TRANSFER L P $380.71万0.72%197,261 7,3813.9% $14.25万 加仓
KMI KINDER MORGAN INC DEL $391.29万0.74%116,699 4,7124.2% $15.80万 加仓
MRK MERCK & CO INC $392.81万0.74%32,655 2490.8% $3.00万 加仓
COST COSTCO WHOLESALE CORPORATION $394.48万0.74%3,959 952.5% $9.47万 加仓
CTVA CORTEVA INC $397.97万0.75%47,541 4410.9% $3.69万 加仓
CNI CANADIAN NATL RY CO $398.00万0.75%38,727 -123-0.3% -$1.26万 减仓
VZ VERIZON COMMUNICATIONS INC $399.66万0.75%79,613 1,0801.4% $5.42万 加仓
WMT WALMART INC $410.50万0.77%33,030 5071.6% $6.30万 加仓
GRMN GARMIN LTD $437.08万0.82%18,839 -158-0.8% -$3.67万 减仓
CEG CONSTELLATION ENERGY CORP $437.56万0.82%15,669 -177-1.1% -$4.94万 减仓
RTX RTX CORPORATION $461.90万0.87%23,945 -665-2.7% -$12.83万 减仓
LHX L3HARRIS TECHNOLOGIES INC $478.83万0.90%13,873 -256-1.8% -$8.84万 减仓
BHP BHP BILLITON LIMITED $486.78万0.92%66,921 -1,192-1.8% -$8.67万 减仓
CVX CHEVRON CORPORATION $487.85万0.92%23,579 490.2% $1.01万 加仓
PH PARKER-HANNIFIN CORP $517.72万0.97%5,783 -71-1.2% -$6.36万 减仓
NEM NEWMONT CORP $539.27万1.01%49,817 -437-0.9% -$4.73万 减仓
AVGO BROADCOM INC $565.35万1.06%18,266 3562.0% $11.02万 加仓
SOLV SOLVENTUM CORP $735.95万1.38%112,703 5,2954.9% $34.58万 加仓
BABA ALIBABA GROUP HLDG LTD $777.47万1.46%61,970 9611.6% $12.06万 加仓
LPX LOUISIANA PAC CORP $791.55万1.49%108,804 2,0701.9% $15.06万 加仓
MMM 3M CO $809.52万1.52%55,741 1,4292.6% $20.75万 加仓
V VISA INC $897.54万1.69%29,696 4,99220.2% $150.88万 加仓
BA BOEING CO $909.01万1.71%45,672 5801.3% $11.54万 加仓
LLY ELI LILLY & CO $1,008.26万1.90%10,962 1271.2% $11.68万 加仓
AAPL APPLE INC $1,056.55万1.99%41,631 1,1902.9% $30.20万 加仓
BMNR BITMINE IMMERSION TECNOLOGIE $1,111.04万2.09%561,699 57,80311.5% $114.33万 加仓
UNH UNITEDHEALTH GROUP INC $1,207.18万2.27%44,613 14,50748.2% $392.54万 加仓
— EXXON MOBIL CORP $1,217.33万2.29%71,751 9731.4% $16.51万 加仓
FCX FREEPORT MCMORAN INC $1,228.09万2.31%208,929 -802-0.4% -$4.71万 减仓
AMZN AMAZON COM INC $1,246.39万2.35%59,845 2,2353.9% $46.55万 加仓
TSLA TESLA INC $1,295.73万2.44%34,855 1,1843.5% $44.02万 加仓
GOOGL ALPHABET INC $1,361.02万2.56%47,330 -1,221-2.5% -$35.11万 减仓
MSFT MICROSOFT CORP $1,420.08万2.67%38,363 1,7394.7% $64.37万 加仓
PWR QUANTA SVCS INC $1,443.23万2.72%26,287 -150-0.6% -$8.24万 减仓
IBIT ISHARES BITCOIN TRUST ETF $1,459.47万2.75%379,872 24,1426.8% $92.75万 加仓
MSTR STRATEGY INC $1,680.82万3.16%134,681 5,9484.6% $74.23万 加仓
TLT ISHARES TR $1,794.93万3.38%207,051 27,70015.4% $240.13万 加仓
HYG ISHARES TR $1,936.63万3.64%243,418 8,9603.8% $71.29万 加仓
NVDA NVIDIA CORPORATION $2,225.90万4.19%127,632 -4,680-3.5% -$81.62万 减仓
BLV VANGUARD BD INDEX FDS $2,341.96万4.41%340,500 26,5978.5% $182.93万 加仓
BINC BLACKROCK ETF TRUST II $2,861.44万5.38%551,018 50,86210.2% $264.13万 加仓
LQD ISHARES TR $3,069.86万5.78%281,664 22,6998.8% $247.40万 加仓