Strong Tower Advisory Services
MINNEAPOLIS MN · SEC CIK 0001889322
$5.58亿2026Q2 申报市值
94持仓数
36.8%前十大占比 · 第一大 5.5%
9 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QNT 新建仓+$1,050.56万
NEE 新建仓+$874.05万
IBM 新建仓+$395.83万
INFQ 新建仓+$296.62万
TSM 新建仓+$294.37万
2026Q2 卖出最多 按季末市值估算
LQD 减仓-$1,378.77万
BABA 清仓-$777.47万
SOLV 清仓-$735.95万
IBIT 减仓-$503.97万
MRK 清仓-$392.81万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -61,970 | -100.0% | -$777.47万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -112,703 | -100.0% | -$735.95万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -32,655 | -100.0% | -$392.81万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -197,261 | -100.0% | -$380.71万 | 清仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $0 | 0.00% | 0 | -86,749 | -100.0% | -$73.65万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -1,234 | -100.0% | -$35.99万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,170 | -100.0% | -$26.17万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -42,089 | -100.0% | -$21.80万 | 清仓 |
| MSTR | STRATEGY INC 看涨期权 | $17.39万 | 0.03% | 2,000 | 2,000 | — | $17.39万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $22.48万 | 0.04% | 1,362 | 1,362 | — | $22.48万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.77万 | 0.04% | 455 | -7 | -1.5% | -$3,503 | 减仓 |
| TGT | TARGET CORP | $23.08万 | 0.04% | 1,767 | -145 | -7.6% | -$1.89万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $23.94万 | 0.04% | 2,724 | -1,548 | -36.2% | -$13.60万 | 重新持有 |
| META | META PLATFORMS INC | $27.54万 | 0.05% | 489 | 25 | 5.4% | $1.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.06万 | 0.07% | 523 | 101 | 23.9% | $7.54万 | 加仓 |
| TJX | TJX COS INC NEW | $42.57万 | 0.08% | 2,810 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $49.26万 | 0.09% | 41,431 | 20,370 | 96.7% | $24.22万 | 加仓 |
| TBIL | RBB FD INC | $54.82万 | 0.10% | 10,995 | 900 | 8.9% | $4.49万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $76.81万 | 0.14% | 16,221 | 776 | 5.0% | $3.67万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $83.16万 | 0.15% | 75,194 | 75,194 | — | $83.16万 | 新建仓 |
| GOOG | ALPHABET INC | $92.08万 | 0.16% | 2,606 | 23 | 0.9% | $8,127 | 加仓 |
| RDDT | REDDIT INC | $95.12万 | 0.17% | 5,480 | 5,480 | — | $95.12万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $100.69万 | 0.18% | 15,160 | 6,269 | 70.5% | $41.64万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $116.61万 | 0.21% | 875 | 82 | 10.3% | $10.93万 | 加仓 |
| POOL | POOL CORP | $121.05万 | 0.22% | 5,633 | 1,433 | 34.1% | $30.79万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $126.66万 | 0.23% | 13,754 | 3,802 | 38.2% | $35.01万 | 加仓 |
| WAB | WABTEC | $139.42万 | 0.25% | 5,171 | 248 | 5.0% | $6.69万 | 加仓 |
| MTW | MANITOWOC CO INC | $140.20万 | 0.25% | 100,933 | 5,918 | 6.2% | $8.22万 | 加仓 |
| EQIX | EQUINIX INC | $145.33万 | 0.26% | 1,394 | 51 | 3.8% | $5.32万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $145.78万 | 0.26% | 37,331 | 1,814 | 5.1% | $7.08万 | 加仓 |
| APH | AMPHENOL CORP | $158.70万 | 0.28% | 9,001 | 551 | 6.5% | $9.71万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $158.83万 | 0.28% | 45,813 | 17,646 | 62.6% | $61.18万 | 加仓 |
| INOD | INNODATA INC | $160.86万 | 0.29% | 21,284 | -3,172 | -13.0% | -$23.97万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $171.77万 | 0.31% | 3,470 | 162 | 4.9% | $8.02万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $179.93万 | 0.32% | 15,422 | 987 | 6.8% | $11.52万 | 加仓 |
| IONQ | IONQ INC | $182.40万 | 0.33% | 34,247 | 1,988 | 6.2% | $10.59万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $204.33万 | 0.37% | 86,542 | -8,432 | -8.9% | -$19.91万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $216.23万 | 0.39% | 7,137 | 90 | 1.3% | $2.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $294.37万 | 0.53% | 6,164 | 6,164 | — | $294.37万 | 新建仓 |
| INFQ | INFLEQTION INC | $296.62万 | 0.53% | 222,687 | 222,687 | — | $296.62万 | 新建仓 |
| STE | STERIS PLC | $312.82万 | 0.56% | 14,856 | 25 | 0.2% | $5,264 | 加仓 |
| POWL | POWELL INDS INC | $333.66万 | 0.60% | 11,652 | -3,822 | -24.7% | -$109.44万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $345.72万 | 0.62% | 81,654 | 2,041 | 2.6% | $8.64万 | 加仓 |
| XEL | XCEL ENERGY INC | $353.32万 | 0.63% | 44,001 | 927 | 2.2% | $7.44万 | 加仓 |
| BLK | BLACKROCK INC | $355.01万 | 0.64% | 3,692 | -16 | -0.4% | -$1.54万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $357.27万 | 0.64% | 10,558 | 1,185 | 12.6% | $40.10万 | 加仓 |
| CVX | CHEVRON CORPORATION | $363.88万 | 0.65% | 21,952 | -1,627 | -6.9% | -$26.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $368.30万 | 0.66% | 7,171 | 19 | 0.3% | $9,758 | 加仓 |
| MLPA | GLOBAL X FDS | $375.71万 | 0.67% | 70,782 | 1,213 | 1.7% | $6.44万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $376.65万 | 0.67% | 10,939 | -90 | -0.8% | -$3.10万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $377.22万 | 0.68% | 13,947 | -100 | -0.7% | -$2.70万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $378.86万 | 0.68% | 4,050 | 91 | 2.3% | $8.51万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $378.95万 | 0.68% | 118,533 | 1,834 | 1.6% | $5.86万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $379.69万 | 0.68% | 20,988 | 1,602 | 8.3% | $28.98万 | 加仓 |
| MCD | MCDONALDS CORP | $380.72万 | 0.68% | 14,085 | 3,196 | 29.4% | $86.39万 | 加仓 |
| WMT | WALMART INC | $383.36万 | 0.69% | 33,848 | 818 | 2.5% | $9.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $386.13万 | 0.69% | 26,332 | 4,086 | 18.4% | $59.92万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $387.90万 | 0.70% | 15,618 | -51 | -0.3% | -$1.27万 | 减仓 |
| LOW | LOWES COS INC | $389.19万 | 0.70% | 17,651 | 1,889 | 12.0% | $41.65万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $395.83万 | 0.71% | 14,076 | 14,076 | — | $395.83万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $401.07万 | 0.72% | 13,802 | -71 | -0.5% | -$2.06万 | 减仓 |
| CTVA | CORTEVA INC | $405.33万 | 0.73% | 47,860 | 319 | 0.7% | $2.70万 | 加仓 |
| ECL | ECOLAB INC | $405.35万 | 0.73% | 14,549 | 462 | 3.3% | $12.87万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $405.85万 | 0.73% | 30,845 | 4,961 | 19.2% | $65.28万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $408.62万 | 0.73% | 19,205 | 71 | 0.4% | $1.51万 | 加仓 |
| ABBV | ABBVIE INC | $410.50万 | 0.74% | 16,313 | 1,437 | 9.7% | $36.16万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $414.81万 | 0.74% | 37,789 | 4,268 | 12.7% | $46.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $419.02万 | 0.75% | 12,801 | 397 | 3.2% | $13.00万 | 加仓 |
| ETN | EATON CORP PLC | $439.72万 | 0.79% | 10,319 | 44 | 0.4% | $1.87万 | 加仓 |
| GRMN | GARMIN LTD | $444.34万 | 0.80% | 18,706 | -133 | -0.7% | -$3.16万 | 减仓 |
| CMI | CUMMINS INC | $446.31万 | 0.80% | 6,258 | 163 | 2.7% | $11.62万 | 加仓 |
| RTX | RTX CORPORATION | $451.97万 | 0.81% | 23,822 | -123 | -0.5% | -$2.33万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $456.62万 | 0.82% | 38,294 | -433 | -1.1% | -$5.16万 | 减仓 |
| NEM | NEWMONT CORP | $460.20万 | 0.82% | 49,272 | -545 | -1.1% | -$5.09万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $462.22万 | 0.83% | 55,482 | -11,439 | -17.1% | -$95.30万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $507.94万 | 0.91% | 5,193 | -590 | -10.2% | -$57.71万 | 减仓 |
| AVGO | BROADCOM INC | $654.83万 | 1.17% | 17,335 | -931 | -5.1% | -$35.17万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $760.62万 | 1.36% | 228,483 | -151,389 | -39.9% | -$503.97万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $816.48万 | 1.46% | 613,431 | 51,732 | 9.2% | $68.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $874.05万 | 1.57% | 99,584 | 99,584 | — | $874.05万 | 新建仓 |
| — | EXXON MOBIL CORP | $958.58万 | 1.72% | 70,113 | -1,638 | -2.3% | -$22.39万 | 减仓 |
| BA | BOEING CO | $996.04万 | 1.78% | 46,013 | 341 | 0.7% | $7.38万 | 加仓 |
| V | VISA INC | $1,019.92万 | 1.83% | 29,728 | 32 | 0.1% | $1.10万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $1,027.84万 | 1.84% | 130,669 | 21,865 | 20.1% | $171.99万 | 加仓 |
| QNT | QUANTINUUM INC | $1,050.56万 | 1.88% | 128,525 | 128,525 | — | $1,050.56万 | 新建仓 |
| MMM | 3M CO | $1,174.98万 | 2.11% | 72,570 | 16,829 | 30.2% | $272.48万 | 加仓 |
| AAPL | APPLE INC | $1,188.17万 | 2.13% | 41,062 | -569 | -1.4% | -$16.46万 | 减仓 |
| MSTR | STRATEGY INC | $1,218.32万 | 2.18% | 140,149 | 5,468 | 4.1% | $47.53万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,298.81万 | 2.33% | 206,521 | -2,408 | -1.2% | -$15.14万 | 减仓 |
| LLY | ELI LILLY & CO | $1,307.28万 | 2.34% | 10,899 | -63 | -0.6% | -$7.56万 | 减仓 |
| TSLA | TESLA INC | $1,409.56万 | 2.53% | 33,513 | -1,342 | -3.9% | -$56.44万 | 减仓 |
| AMZN | AMAZON COM INC | $1,439.34万 | 2.58% | 60,390 | 545 | 0.9% | $12.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,611.08万 | 2.89% | 43,190 | 4,827 | 12.6% | $180.06万 | 加仓 |
| GOOGL | ALPHABET INC | $1,669.12万 | 2.99% | 46,706 | -624 | -1.3% | -$22.30万 | 减仓 |
| LQD | ISHARES TR | $1,693.33万 | 3.03% | 155,252 | -126,412 | -44.9% | -$1,378.77万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,825.12万 | 3.27% | 25,347 | -940 | -3.6% | -$67.68万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,840.02万 | 3.30% | 44,271 | -342 | -0.8% | -$14.21万 | 减仓 |
| HYG | ISHARES TR | $1,927.95万 | 3.45% | 241,084 | -2,334 | -1.0% | -$18.66万 | 减仓 |
| TLT | ISHARES TR | $1,971.93万 | 3.53% | 228,180 | 21,129 | 10.2% | $182.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,420.39万 | 4.34% | 120,965 | -6,667 | -5.2% | -$133.40万 | 减仓 |