Strong Tower Advisory Services
MINNEAPOLIS MN · SEC CIK 0001889322
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $3,069.86万 | 5.78% | 281,664 | 22,699 | 8.8% | $247.40万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,861.44万 | 5.38% | 551,018 | 50,862 | 10.2% | $264.13万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $2,341.96万 | 4.41% | 340,500 | 26,597 | 8.5% | $182.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,225.90万 | 4.19% | 127,632 | -4,680 | -3.5% | -$81.62万 | 减仓 |
| HYG | ISHARES TR | $1,936.63万 | 3.64% | 243,418 | 8,960 | 3.8% | $71.29万 | 加仓 |
| TLT | ISHARES TR | $1,794.93万 | 3.38% | 207,051 | 27,700 | 15.4% | $240.13万 | 加仓 |
| MSTR | STRATEGY INC | $1,680.82万 | 3.16% | 134,681 | 5,948 | 4.6% | $74.23万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,459.47万 | 2.75% | 379,872 | 24,142 | 6.8% | $92.75万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,443.23万 | 2.72% | 26,287 | -150 | -0.6% | -$8.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,420.08万 | 2.67% | 38,363 | 1,739 | 4.7% | $64.37万 | 加仓 |
| GOOGL | ALPHABET INC | $1,361.02万 | 2.56% | 47,330 | -1,221 | -2.5% | -$35.11万 | 减仓 |
| TSLA | TESLA INC | $1,295.73万 | 2.44% | 34,855 | 1,184 | 3.5% | $44.02万 | 加仓 |
| AMZN | AMAZON COM INC | $1,246.39万 | 2.35% | 59,845 | 2,235 | 3.9% | $46.55万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,228.09万 | 2.31% | 208,929 | -802 | -0.4% | -$4.71万 | 减仓 |
| — | EXXON MOBIL CORP | $1,217.33万 | 2.29% | 71,751 | 973 | 1.4% | $16.51万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,207.18万 | 2.27% | 44,613 | 14,507 | 48.2% | $392.54万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $1,111.04万 | 2.09% | 561,699 | 57,803 | 11.5% | $114.33万 | 加仓 |
| AAPL | APPLE INC | $1,056.55万 | 1.99% | 41,631 | 1,190 | 2.9% | $30.20万 | 加仓 |
| LLY | ELI LILLY & CO | $1,008.26万 | 1.90% | 10,962 | 127 | 1.2% | $11.68万 | 加仓 |
| BA | BOEING CO | $909.01万 | 1.71% | 45,672 | 580 | 1.3% | $11.54万 | 加仓 |
| V | VISA INC | $897.54万 | 1.69% | 29,696 | 4,992 | 20.2% | $150.88万 | 加仓 |
| MMM | 3M CO | $809.52万 | 1.52% | 55,741 | 1,429 | 2.6% | $20.75万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $791.55万 | 1.49% | 108,804 | 2,070 | 1.9% | $15.06万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $777.47万 | 1.46% | 61,970 | 961 | 1.6% | $12.06万 | 加仓 |
| SOLV | SOLVENTUM CORP | $735.95万 | 1.38% | 112,703 | 5,295 | 4.9% | $34.58万 | 加仓 |
| AVGO | BROADCOM INC | $565.35万 | 1.06% | 18,266 | 356 | 2.0% | $11.02万 | 加仓 |
| NEM | NEWMONT CORP | $539.27万 | 1.01% | 49,817 | -437 | -0.9% | -$4.73万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $517.72万 | 0.97% | 5,783 | -71 | -1.2% | -$6.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $487.85万 | 0.92% | 23,579 | 49 | 0.2% | $1.01万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $486.78万 | 0.92% | 66,921 | -1,192 | -1.8% | -$8.67万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $478.83万 | 0.90% | 13,873 | -256 | -1.8% | -$8.84万 | 减仓 |
| RTX | RTX CORPORATION | $461.90万 | 0.87% | 23,945 | -665 | -2.7% | -$12.83万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $437.56万 | 0.82% | 15,669 | -177 | -1.1% | -$4.94万 | 减仓 |
| GRMN | GARMIN LTD | $437.08万 | 0.82% | 18,839 | -158 | -0.8% | -$3.67万 | 减仓 |
| WMT | WALMART INC | $410.50万 | 0.77% | 33,030 | 507 | 1.6% | $6.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $399.66万 | 0.75% | 79,613 | 1,080 | 1.4% | $5.42万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $398.00万 | 0.75% | 38,727 | -123 | -0.3% | -$1.26万 | 减仓 |
| CTVA | CORTEVA INC | $397.97万 | 0.75% | 47,541 | 441 | 0.9% | $3.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $394.48万 | 0.74% | 3,959 | 95 | 2.5% | $9.47万 | 加仓 |
| MRK | MERCK & CO INC | $392.81万 | 0.74% | 32,655 | 249 | 0.8% | $3.00万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $391.29万 | 0.74% | 116,699 | 4,712 | 4.2% | $15.80万 | 加仓 |
| ET | ENERGY TRANSFER L P | $380.71万 | 0.72% | 197,261 | 7,381 | 3.9% | $14.25万 | 加仓 |
| MLPA | GLOBAL X FDS | $374.77万 | 0.71% | 69,569 | 692 | 1.0% | $3.73万 | 加仓 |
| ECL | ECOLAB INC | $374.74万 | 0.71% | 14,087 | -37 | -0.3% | -$9,843 | 减仓 |
| LOW | LOWES COS INC | $372.42万 | 0.70% | 15,762 | -73 | -0.5% | -$1.72万 | 减仓 |
| ETN | EATON CORP PLC | $367.50万 | 0.69% | 10,275 | 486 | 5.0% | $17.38万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $367.22万 | 0.69% | 19,134 | -15,467 | -44.7% | -$296.84万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $365.63万 | 0.69% | 14,047 | -56 | -0.4% | -$1.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $364.89万 | 0.69% | 12,404 | 97 | 0.8% | $2.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $357.36万 | 0.67% | 7,152 | 350 | 5.1% | $17.49万 | 加仓 |
| BLK | BLACKROCK INC | $356.60万 | 0.67% | 3,708 | 93 | 2.6% | $8.94万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $353.53万 | 0.67% | 11,029 | -47 | -0.4% | -$1.51万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $352.26万 | 0.66% | 25,884 | 363 | 1.4% | $4.94万 | 加仓 |
| XEL | XCEL ENERGY INC | $342.18万 | 0.64% | 43,074 | 1,787 | 4.3% | $14.20万 | 加仓 |
| MCD | MCDONALDS CORP | $338.41万 | 0.64% | 10,889 | 560 | 5.4% | $17.40万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $331.67万 | 0.62% | 9,373 | 1,431 | 18.0% | $50.64万 | 加仓 |
| STE | STERIS PLC | $327.96万 | 0.62% | 14,831 | 673 | 4.8% | $14.88万 | 加仓 |
| CMI | CUMMINS INC | $327.90万 | 0.62% | 6,095 | -2,789 | -31.4% | -$150.04万 | 减仓 |
| ABBV | ABBVIE INC | $323.53万 | 0.61% | 14,876 | 109 | 0.7% | $2.37万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $323.37万 | 0.61% | 33,521 | 9,165 | 37.6% | $88.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $321.32万 | 0.60% | 22,246 | 1,254 | 6.0% | $18.11万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $320.53万 | 0.60% | 19,386 | 500 | 2.6% | $8.27万 | 加仓 |
| POWL | POWELL INDS INC | $279.06万 | 0.53% | 5,158 | -778 | -13.1% | -$42.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $211.16万 | 0.40% | 14,435 | 440 | 3.1% | $6.44万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $198.50万 | 0.37% | 94,974 | 212 | 0.2% | $4,431 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $167.45万 | 0.32% | 7,047 | 74 | 1.1% | $1.76万 | 加仓 |
| EQIX | EQUINIX INC | $131.65万 | 0.25% | 1,343 | 48 | 3.7% | $4.71万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $130.52万 | 0.25% | 35,517 | 1,241 | 3.6% | $4.56万 | 加仓 |
| WAB | WABTEC | $123.03万 | 0.23% | 4,923 | 171 | 3.6% | $4.27万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $118.73万 | 0.22% | 3,308 | 139 | 4.4% | $4.99万 | 加仓 |
| MTW | MANITOWOC CO INC | $110.69万 | 0.21% | 95,015 | 2,981 | 3.2% | $3.47万 | 加仓 |
| APH | AMPHENOL CORP | $106.77万 | 0.20% | 8,450 | -2,480 | -22.7% | -$31.34万 | 减仓 |
| INOD | INNODATA INC | $94.45万 | 0.18% | 24,456 | 926 | 3.9% | $3.58万 | 加仓 |
| IONQ | IONQ INC | $93.00万 | 0.18% | 32,259 | 983 | 3.1% | $2.83万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $91.95万 | 0.17% | 793 | 36 | 4.8% | $4.17万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $91.87万 | 0.17% | 9,952 | 788 | 8.6% | $7.27万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $88.39万 | 0.17% | 8,891 | 8,891 | — | $88.39万 | 新建仓 |
| POOL | POOL CORP | $84.97万 | 0.16% | 4,200 | 347 | 9.0% | $7.02万 | 加仓 |
| GOOG | ALPHABET INC | $74.10万 | 0.14% | 2,583 | 70 | 2.8% | $2.01万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $73.65万 | 0.14% | 86,749 | 11,202 | 14.8% | $9.51万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $71.98万 | 0.14% | 15,445 | -161 | -1.0% | -$7,503 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $58.47万 | 0.11% | 28,167 | 2,208 | 8.5% | $4.58万 | 加仓 |
| TBIL | RBB FD INC | $50.33万 | 0.09% | 10,095 | -332,704 | -97.1% | -$1,658.86万 | 重新持有 |
| TJX | TJX COS INC NEW | $44.88万 | 0.08% | 2,810 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $35.99万 | 0.07% | 1,234 | 241 | 24.3% | $7.03万 | 加仓 |
| — | ISHARES ETHEREUM TR | $33.34万 | 0.06% | 21,061 | 29 | 0.1% | $459 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.44万 | 0.05% | 422 | -116 | -21.6% | -$7.54万 | 减仓 |
| META | META PLATFORMS INC | $26.55万 | 0.05% | 464 | -37 | -7.4% | -$2.12万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $26.17万 | 0.05% | 4,170 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $23.17万 | 0.04% | 1,912 | 1,912 | — | $23.17万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.14万 | 0.04% | 462 | -16,131 | -97.2% | -$773.00万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $21.80万 | 0.04% | 42,089 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -42,621 | -100.0% | -$1,032.95万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -29,859 | -100.0% | -$334.95万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -9,511 | -100.0% | -$276.00万 | 清仓 |
| SMMD | ISHARES TR | $0 | 0.00% | 0 | -12,419 | -100.0% | -$93.07万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -3,550 | -100.0% | -$45.32万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,116 | -100.0% | -$22.28万 | 清仓 |
| PLUG | PLUG POWER INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.97万 | 清仓 |