13F 机构持仓

Strong Tower Advisory Services

MINNEAPOLIS MN · SEC CIK 0001889322

2026Q22026Q1 更早 9 个季度 🔒
$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
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

BINC 5.5%
BLV 4.6%
NVDA 4.3%
TLT 3.5%
HYG 3.5%
UNH 3.3%
PWR 3.3%
LQD 3.0%
GOOGL 3.0%
MSFT 2.9%

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 $00.00%0 -61,970-100.0% -$777.47万 清仓
SOLV SOLVENTUM CORP $00.00%0 -112,703-100.0% -$735.95万 清仓
MRK MERCK & CO INC $00.00%0 -32,655-100.0% -$392.81万 清仓
ET ENERGY TRANSFER L P $00.00%0 -197,261-100.0% -$380.71万 清仓
FBRT FRANKLIN BSP RLTY TR INC $00.00%0 -86,749-100.0% -$73.65万 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 -1,234-100.0% -$35.99万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -4,170-100.0% -$26.17万 清仓
ENVX ENOVIX CORPORATION $00.00%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%489 255.4% $1.41万 加仓
SPY STATE STR SPDR S&P 500 ETF T $39.06万0.07%523 10123.9% $7.54万 加仓
TJX TJX COS INC NEW $42.57万0.08%2,810 00.0% — 不变
— ISHARES ETHEREUM TR $49.26万0.09%41,431 20,37096.7% $24.22万 加仓
TBIL RBB FD INC $54.82万0.10%10,995 9008.9% $4.49万 加仓
JBBB JANUS DETROIT STR TR $76.81万0.14%16,221 7765.0% $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%2,606 230.9% $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 6,26970.5% $41.64万 加仓
TDG TRANSDIGM GROUP INC $116.61万0.21%875 8210.3% $10.93万 加仓
POOL POOL CORP $121.05万0.22%5,633 1,43334.1% $30.79万 加仓
ORLY OREILLY AUTOMOTIVE INC $126.66万0.23%13,754 3,80238.2% $35.01万 加仓
WAB WABTEC $139.42万0.25%5,171 2485.0% $6.69万 加仓
MTW MANITOWOC CO INC $140.20万0.25%100,933 5,9186.2% $8.22万 加仓
EQIX EQUINIX INC $145.33万0.26%1,394 513.8% $5.32万 加仓
HASI HA SUSTAINABLE INFRA CAP INC $145.78万0.26%37,331 1,8145.1% $7.08万 加仓
APH AMPHENOL CORP $158.70万0.28%9,001 5516.5% $9.71万 加仓
HIMS HIMS & HERS HEALTH INC $158.83万0.28%45,813 17,64662.6% $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 1624.9% $8.02万 加仓
PLTR PALANTIR TECHNOLOGIES INC $179.93万0.32%15,422 9876.8% $11.52万 加仓
IONQ IONQ INC $182.40万0.33%34,247 1,9886.2% $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%7,137 901.3% $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%14,856 250.2% $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 2,0412.6% $8.64万 加仓
XEL XCEL ENERGY INC $353.32万0.63%44,001 9272.2% $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 1,18512.6% $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%7,171 190.3% $9,758 加仓
MLPA GLOBAL X FDS $375.71万0.67%70,782 1,2131.7% $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%4,050 912.3% $8.51万 加仓
KMI KINDER MORGAN INC DEL $378.95万0.68%118,533 1,8341.6% $5.86万 加仓
PM PHILIP MORRIS INTL INC $379.69万0.68%20,988 1,6028.3% $28.98万 加仓
MCD MCDONALDS CORP $380.72万0.68%14,085 3,19629.4% $86.39万 加仓
WMT WALMART INC $383.36万0.69%33,848 8182.5% $9.26万 加仓
PG PROCTER & GAMBLE CO $386.13万0.69%26,332 4,08618.4% $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 1,88912.0% $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 3190.7% $2.70万 加仓
ECL ECOLAB INC $405.35万0.73%14,549 4623.3% $12.87万 加仓
AWK AMERICAN WTR WKS CO INC NEW $405.85万0.73%30,845 4,96119.2% $65.28万 加仓
RSP INVESCO EXCHANGE TRADED FD T $408.62万0.73%19,205 710.4% $1.51万 加仓
ABBV ABBVIE INC $410.50万0.74%16,313 1,4379.7% $36.16万 加仓
KMB KIMBERLY-CLARK CORP $414.81万0.74%37,789 4,26812.7% $46.85万 加仓
JPM JPMORGAN CHASE & CO $419.02万0.75%12,801 3973.2% $13.00万 加仓
ETN EATON CORP PLC $439.72万0.79%10,319 440.4% $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 1632.7% $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 51,7329.2% $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 3410.7% $7.38万 加仓
V VISA INC $1,019.92万1.83%29,728 320.1% $1.10万 加仓
LPX LOUISIANA PAC CORP $1,027.84万1.84%130,669 21,86520.1% $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 16,82930.2% $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 5,4684.1% $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 5450.9% $12.99万 加仓
MSFT MICROSOFT CORP $1,611.08万2.89%43,190 4,82712.6% $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 21,12910.2% $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