West Tower Group, LLC
RICHMOND VA · SEC CIK 0001965819
$3,205.06万2026Q1 申报市值
33持仓数
71.2%前十大占比 · 第一大 15.9%
9 / 50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
NWSA 加仓+$134.39万
LYFT 加仓+$124.26万
PRGO 加仓+$117.67万
GNRC 新建仓+$117.20万
FIG 新建仓+$44.39万
2026Q1 卖出最多 按季末市值估算
FWONK 清仓-$68.96万
OII 清仓-$64.88万
WARNER BROS DISC 减仓-$63.47万
EXLS 减仓-$57.85万
TYL 减仓-$53.07万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ENHABIT INC | $508.66万 | 15.87% | 361,009 | -14,133 | -3.8% | -$19.91万 | 减仓 |
| PRGO | PERRIGO CO PLC | $378.61万 | 11.81% | 352,522 | 109,567 | 45.1% | $117.67万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $377.23万 | 11.77% | 26,372 | 172 | 0.7% | $2.46万 | 加仓 |
| NWSA | NEWS CORP NEW | $215.29万 | 6.72% | 86,359 | 53,905 | 166.1% | $134.39万 | 加仓 |
| LYFT | LYFT INC | $184.11万 | 5.74% | 138,432 | 93,432 | 207.6% | $124.26万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $146.57万 | 4.57% | 63,867 | 2,467 | 4.0% | $5.66万 | 加仓 |
| ROKU | ROKU INC | $122.53万 | 3.82% | 12,950 | -500 | -3.7% | -$4.73万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $117.20万 | 3.66% | 6,000 | 6,000 | — | $117.20万 | 新建仓 |
| RDDT | REDDIT INC | $117.15万 | 3.66% | 8,700 | 100 | 1.2% | $1.35万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $115.10万 | 3.59% | 41,915 | -23,115 | -35.5% | -$63.47万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $114.55万 | 3.57% | 9,000 | 1,000 | 12.5% | $12.73万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $100.53万 | 3.14% | 8,953 | -3,347 | -27.2% | -$37.58万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $90.63万 | 2.83% | 109,859 | -48,877 | -30.8% | -$40.32万 | 减仓 |
| AAPL | APPLE INC | $76.14万 | 2.38% | 3,000 | 1,500 | 100.0% | $38.07万 | 加仓 |
| GSM | FERROGLOBE PLC | $51.62万 | 1.61% | 125,285 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $44.39万 | 1.39% | 21,000 | 21,000 | — | $44.39万 | 新建仓 |
| CBT | CABOT CORP | $44.14万 | 1.38% | 5,861 | -5,374 | -47.8% | -$40.47万 | 减仓 |
| INTC | INTEL CORP | $44.13万 | 1.38% | 10,000 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $37.24万 | 1.16% | 7,000 | 7,000 | — | $37.24万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $35.09万 | 1.09% | 1,025 | -1,550 | -60.2% | -$53.07万 | 减仓 |
| AMZN | AMAZON COM INC | $31.24万 | 0.97% | 1,500 | -500 | -25.0% | -$10.41万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.51万 | 0.95% | 1,500 | 1,500 | — | $30.51万 | 新建仓 |
| MWH | SOLV ENERGY INC | $27.03万 | 0.84% | 9,000 | 9,000 | — | $27.03万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $26.49万 | 0.83% | 8,700 | -19,000 | -68.6% | -$57.85万 | 减仓 |
| ABNB | AIRBNB INC | $25.26万 | 0.79% | 2,000 | 2,000 | — | $25.26万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.24万 | 0.76% | 1,000 | -1,000 | -50.0% | -$24.24万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $23.70万 | 0.74% | 1,200 | 1,200 | — | $23.70万 | 新建仓 |
| CRM | SALESFORCE INC | $22.40万 | 0.70% | 1,200 | 200 | 20.0% | $3.73万 | 加仓 |
| NOK | NOKIA CORP | $20.10万 | 0.63% | 25,000 | -15,000 | -37.5% | -$12.06万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $18.80万 | 0.59% | 12,000 | 12,000 | — | $18.80万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $17.16万 | 0.54% | 40,000 | 20,000 | 100.0% | $8.58万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $15.92万 | 0.50% | 10,000 | -5,000 | -33.3% | -$7.96万 | 减仓 |
| — | PELOTON INTERACTIVE INC 看涨期权 | $1.29万 | 0.04% | 3,000 | 3,000 | — | $1.29万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -7,000 | -100.0% | -$68.96万 | 清仓 |
| OII | OCEANEERING INTL INC | $0 | 0.00% | 0 | -27,000 | -100.0% | -$64.88万 | 清仓 |
| — | VANECK ETF TRUST 看跌期权 | $0 | 0.00% | 0 | -50 | -100.0% | -$53.19万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -17,520 | -100.0% | -$48.71万 | 清仓 |
| OEC | ORION S.A. | $0 | 0.00% | 0 | -86,538 | -100.0% | -$45.69万 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -25,789 | -100.0% | -$44.10万 | 清仓 |
| — | VANECK ETF TRUST 看跌期权 | $0 | 0.00% | 0 | -50 | -100.0% | -$41.45万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$33.00万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -1,800 | -100.0% | -$30.38万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$29.71万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -1,800 | -100.0% | -$29.30万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$29.08万 | 清仓 |
| COPX | GLOBAL X FDS | $0 | 0.00% | 0 | -4,000 | -100.0% | -$28.72万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$28.70万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -3,200 | -100.0% | -$28.51万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -8,900 | -100.0% | -$28.28万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$28.26万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -10,000 | -100.0% | -$28.26万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -11,500 | -100.0% | -$28.13万 | 清仓 |
| REMX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,800 | -100.0% | -$28.09万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -7,300 | -100.0% | -$27.95万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -17,000 | -100.0% | -$27.93万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -1,200 | -100.0% | -$27.76万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -2,700 | -100.0% | -$27.66万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -10,000 | -100.0% | -$27.49万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,200 | -100.0% | -$27.45万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -5,000 | -100.0% | -$27.45万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -1,800 | -100.0% | -$27.43万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,500 | -100.0% | -$27.30万 | 清仓 |
| XRT | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,200 | -100.0% | -$27.29万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$27.27万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,400 | -100.0% | -$27.17万 | 清仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,500 | -100.0% | -$27.02万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -2,200 | -100.0% | -$27.00万 | 清仓 |
| ARKG | ARK ETF TR | $0 | 0.00% | 0 | -9,300 | -100.0% | -$26.94万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,600 | -100.0% | -$26.94万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,000 | -100.0% | -$26.83万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,200 | -100.0% | -$26.82万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,800 | -100.0% | -$26.21万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -800 | -100.0% | -$26.18万 | 清仓 |
| STM | STMICROELECTRONICS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,500 | -100.0% | -$25.74万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$25.69万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -1,309 | -100.0% | -$24.41万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1,500 | -100.0% | -$24.32万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$23.02万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$22.54万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -600 | -100.0% | -$20.77万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,100 | -100.0% | -$20.53万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$18.38万 | 清仓 |
| LAES | SEALSQ CORP | $0 | 0.00% | 0 | -23,500 | -100.0% | -$8.88万 | 清仓 |