West Tower Group, LLC
RICHMOND VA · SEC CIK 0001965819
$3,561.92万2026Q2 申报市值
45持仓数
54.4%前十大占比 · 第一大 10.3%
17 / 9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
FISV 新建仓+$143.72万
STTK 新建仓+$132.99万
ADI 新建仓+$79.43万
AGX 新建仓+$67.88万
LYFT 加仓+$66.47万
2026Q2 卖出最多 按季末市值估算
ENHABIT INC 清仓-$508.66万
SIMO 减仓-$171.76万
INTC 减仓-$104.72万
AAPL 减仓-$66.55万
GNRC 减仓-$55.63万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PRGO | PERRIGO CO PLC | $366.27万 | 10.28% | 352,522 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $268.72万 | 7.54% | 183,929 | 45,497 | 32.9% | $66.47万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $257.43万 | 7.23% | 25,972 | -400 | -1.5% | -$3.96万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $180.36万 | 5.06% | 63,867 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $169.55万 | 4.76% | 68,285 | -18,074 | -20.9% | -$44.88万 | 减仓 |
| ROKU | ROKU INC | $151.26万 | 4.25% | 10,950 | -2,000 | -15.4% | -$27.63万 | 减仓 |
| FISV | FISERV INC | $143.72万 | 4.03% | 29,301 | 29,301 | — | $143.72万 | 新建仓 |
| RDDT | REDDIT INC | $142.34万 | 4.00% | 8,200 | -500 | -5.7% | -$8.68万 | 减仓 |
| STTK | SHATTUCK LABS INC | $132.99万 | 3.73% | 191,625 | 191,625 | — | $132.99万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $126.67万 | 3.56% | 3,800 | -5,153 | -57.6% | -$171.76万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $120.05万 | 3.37% | 4,100 | -1,900 | -31.7% | -$55.63万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $111.75万 | 3.14% | 41,915 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $97.00万 | 2.72% | 10,681 | 4,820 | 82.2% | $43.78万 | 加仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $88.55万 | 2.49% | 109,859 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $79.43万 | 2.23% | 2,000 | 2,000 | — | $79.43万 | 新建仓 |
| MWH | SOLV ENERGY INC | $78.31万 | 2.20% | 23,000 | 14,000 | 155.6% | $47.67万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $78.12万 | 2.19% | 6,200 | -2,800 | -31.1% | -$35.28万 | 减仓 |
| AGX | ARGAN INC | $67.88万 | 1.91% | 850 | 850 | — | $67.88万 | 新建仓 |
| GOOGL | ALPHABET INC | $53.61万 | 1.50% | 1,500 | 1,500 | — | $53.61万 | 新建仓 |
| — | PROSHARES TR II | $53.23万 | 1.49% | 25,000 | 25,000 | — | $53.23万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $49.88万 | 1.40% | 4,200 | 4,200 | — | $49.88万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $47.67万 | 1.34% | 1,100 | 1,100 | — | $47.67万 | 新建仓 |
| CSCO | CISCO SYS INC | $46.98万 | 1.32% | 4,000 | 4,000 | — | $46.98万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $44.93万 | 1.26% | 6,000 | -4,000 | -40.0% | -$29.96万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $40.00万 | 1.12% | 1,600 | 400 | 33.3% | $10.00万 | 加仓 |
| GSM | FERROGLOBE PLC | $39.84万 | 1.12% | 125,285 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $36.53万 | 1.03% | 1,300 | -200 | -13.3% | -$5.62万 | 重新持有 |
| FROG | JFROG LTD | $36.35万 | 1.02% | 4,000 | 4,000 | — | $36.35万 | 新建仓 |
| ABNB | AIRBNB INC | $35.77万 | 1.00% | 2,500 | 500 | 25.0% | $7.16万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $35.46万 | 1.00% | 60,000 | 20,000 | 50.0% | $11.82万 | 加仓 |
| INTC | INTEL CORP | $34.91万 | 0.98% | 2,500 | -7,500 | -75.0% | -$104.72万 | 减仓 |
| TWLO | TWILIO INC | $30.95万 | 0.87% | 1,500 | -1,000 | -40.0% | -$20.63万 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $29.98万 | 0.84% | 1,025 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $29.79万 | 0.84% | 1,000 | 1,000 | — | $29.79万 | 新建仓 |
| SYM | SYMBOTIC INC | $29.22万 | 0.82% | 6,500 | -500 | -7.1% | -$2.25万 | 减仓 |
| GLW | CORNING INC | $25.54万 | 0.72% | 1,000 | -1,500 | -60.0% | -$38.31万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $25.45万 | 0.71% | 1,000 | 1,000 | — | $25.45万 | 新建仓 |
| SMTC | SEMTECH CORP | $24.28万 | 0.68% | 1,500 | 1,500 | — | $24.28万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.12万 | 0.68% | 250 | 250 | — | $24.12万 | 新建仓 |
| AMZN | AMAZON COM INC | $23.83万 | 0.67% | 1,000 | -500 | -33.3% | -$11.92万 | 减仓 |
| HUT | HUT 8 CORP | $23.09万 | 0.65% | 2,000 | 2,000 | — | $23.09万 | 新建仓 |
| MOD | MODINE MFG CO | $21.36万 | 0.60% | 800 | 800 | — | $21.36万 | 新建仓 |
| REAL | THE REALREAL INC | $20.36万 | 0.57% | 17,273 | 17,273 | — | $20.36万 | 新建仓 |
| AAPL | APPLE INC | $20.26万 | 0.57% | 700 | -2,300 | -76.7% | -$66.55万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $18.12万 | 0.51% | 10,000 | -2,000 | -16.7% | -$3.62万 | 减仓 |
| — | ENHABIT INC | $0 | 0.00% | 0 | -361,009 | -100.0% | -$508.66万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -21,000 | -100.0% | -$44.39万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$30.51万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -8,700 | -100.0% | -$26.49万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,000 | -100.0% | -$24.24万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$22.40万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$20.10万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$15.92万 | 清仓 |
| — | PELOTON INTERACTIVE INC 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$1.29万 | 清仓 |