13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001965819
申报总市值
US$3561.9万
US$3561.9万
73 檔
36.0%
Q2 2025 季度申报显示，West Tower Group, LLC 披露的美股组合总市值为 US$3561.9万，涵盖 73 个不同之权益投资仓位。
在 Q2 2025，West Tower Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 36 个新仓位，并对 14 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，West Tower Group, LLC 的前 5 大核心持股（包含 PRGO, WBD, EHABUSD 等）合计占整体申报市值的 36.0%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRGO | Perrigo Company plc | 股票-医疗保健 | 6.89% | -1.53% | — | |
| 2 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 6.84% | -0.45% | +7.60% | |
| 3 | EHABUSD | Enhabit Inc | 股票-其他 | 5.96% | -15.87% | EXIT | |
| 4 | PRIM | Primoris Services CORP | 股票-工业 | 4.33% | -4.54% | +15.84% | |
| 5 | GAP | Gap Inc/the | 股票-周期性消费 | 3.79% | — | +35.93% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.74% | — | — | |
| 7 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 3.35% | -0.34% | +32.92% | |
| 8 | TYL | Tyler Technologies Inc | 股票-科技 | 2.80% | -0.26% | +4.82% | |
| 9 | ✓ | 股票-其他 | 2.72% | +0.49% | — | ||
| 10 | ONL | Orion Properties Inc. | 股票-其他 | 2.52% | — | — | |
| 11 | NWSA | News CORP - Class A | 股票-通信服务 | 2.48% | -1.96% | +83.34% | |
| 12 | EXLS | Exlservice Holdings Inc | 股票-科技 | 2.35% | -0.83% | EXIT | |
| 13 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 2.01% | +0.42% | — | |
| 14 | J | Jacobs Solutions Inc | 股票-工业 | 2.00% | -1.38% | — | |
| 15 | LYFT | Lyft Inc-a | 股票-科技 | 1.91% | +1.80% | -12.50% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.76% | — | -8.33% | |
| 17 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 1.53% | +0.34% | — | |
| 18 | ROKU | Roku Inc | 股票-通信服务 | 1.52% | +0.43% | +128.57% | |
| 19 | DAKT | Daktronics Inc | 股票-其他 | 1.31% | — | -6.98% | |
| 20 | DFH | Dream Finders Homes Inc - A | 股票-其他 | 1.25% | — | -50.00% | |
| 21 | OII | Oceaneering Intl Inc | 股票-能源 | 1.21% | — | — | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.20% | — | — | |
| 23 | M | Macy's, Inc. | 股票-周期性消费 | 1.10% | — | — | |
| 24 | DBX | Dropbox Inc-class A | 股票-科技 | 1.09% | — | +29.59% | |
| 25 | VERX | Vertex Inc - Class A | 股票-其他 | 1.00% | — | — | |
| 26 | SYY | Sysco CORP | 股票-非周期性消费 | 0.99% | — | +9.09% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.95% | — | +10.00% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.94% | — | — | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.92% | -0.95% | EXIT | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.90% | — | — | |
| 31 | SO | Southern Co/the | 股票-公用事业 | 0.90% | — | — | |
| 32 | OKE | Oneok Inc | 股票-能源 | 0.89% | — | — | |
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 0.88% | — | +17.65% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事业 | 0.87% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | — | — | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | — | — | |
| 37 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.86% | — | — | |
| 38 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.86% | — | +27.78% | |
| 39 | D | Dominion Energy Inc | 股票-公用事业 | 0.86% | — | — | |
| 40 | ITW | Illinois Tool Works | 股票-工业 | 0.86% | — | — | |
| 41 | TGT | Target CORP | 股票-周期性消费 | 0.86% | — | — | |
| 42 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.84% | — | — | |
| 43 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.83% | — | -6.67% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.81% | — | +4.44% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.80% | — | -20.00% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.80% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | +1.50% | NEW | |
| 48 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.75% | — | — | |
| 49 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.73% | — | — | |
| 50 | MRVL | Marvell Technology Inc | 股票-科技 | 0.67% | +0.84% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DVY | Ishares Select Dividend ETF | +3.7% | NEW | 新建仓 |
| 2 | SIMO | Silicon Motion Technol-adr | +2% | NEW | 新建仓 |
| 3 | RDDT | Reddit Inc-cl A | +1.5% | NEW | 新建仓 |
| 4 | AVGO | Broadcom Inc | +1.2% | NEW | 新建仓 |
| 5 | PRIM | Primoris Services CORP | +1% | +15.84% | 加仓 |
| 6 | VERX | Vertex Inc - Class A | +1% | NEW | 新建仓 |
| 7 | NWSA | News CORP - Class A | +1% | +83.34% | 加仓 |
| 8 | AMD | Advanced Micro Devices | +0.9% | NEW | 新建仓 |
| 9 | UNP | Union Pacific CORP | +0.9% | NEW | 新建仓 |
| 10 | SO | Southern Co/the | +0.9% | NEW | 新建仓 |
| 11 | OKE | Oneok Inc | +0.9% | NEW | 新建仓 |
| 12 | ROKU | Roku Inc | +0.9% | +128.57% | 加仓 |
| 13 | DUK | Duke Energy CORP | +0.9% | NEW | 新建仓 |
| 14 | PG | Procter & Gamble Co/the | +0.9% | NEW | 新建仓 |
| 15 | KDP | Keurig Dr Pepper Inc | +0.9% | NEW | 新建仓 |
| 16 | ITW | Illinois Tool Works | +0.9% | NEW | 新建仓 |
| 17 | TGT | Target CORP | +0.9% | NEW | 新建仓 |
| 18 | BMY | Bristol-myers Squibb Co | +0.8% | NEW | 新建仓 |
| 19 | CAG | Conagra Brands Inc | +0.8% | NEW | 新建仓 |
| 20 | DDOG | Datadog Inc - Class A | +0.7% | NEW | 新建仓 |
| 21 | MRVL | Marvell Technology Inc | +0.7% | NEW | 新建仓 |
| 22 | PANW | Palo Alto Networks Inc | +0.7% | NEW | 新建仓 |
| 23 | CPB | THE Campbell's Company | +0.7% | NEW | 新建仓 |
| 24 | SAP | Sap Se-sponsored Adr | +0.7% | NEW | 新建仓 |
| 25 | FOUR | Shift4 Payments Inc-class A | +0.6% | NEW | 新建仓 |
| 26 | SLAB | Silicon Laboratories Inc | +0.6% | NEW | 新建仓 |
| 27 | CSCO | Cisco Systems Inc | +0.6% | NEW | 新建仓 |
| 28 | GAP | Gap Inc/the | +0.6% | +35.93% | 加仓 |
| 29 | CART | Maplebear Inc | +0.6% | NEW | 新建仓 |
| 30 | NXPI | NXP Semiconductors N.V. | +0.6% | NEW | 新建仓 |
| 31 | ✓ | Cyberark Software LTD. Cmn | +0.5% | NEW | 新建仓 |
| 32 | STM | Stmicroelectronics Nv-ny Shs | +0.5% | NEW | 新建仓 |
| 33 | HUT | Hut 8 CORP | +0.5% | NEW | 新建仓 |
| 34 | COHR | Coherent CORP | +0.5% | NEW | 新建仓 |
| 35 | ORCL | Oracle CORP | +0.5% | NEW | 新建仓 |
| 36 | MDB | Mongodb Inc | +0.5% | NEW | 新建仓 |
| 37 | PTON | Peloton Interactive Inc-a | +0.5% | NEW | 新建仓 |
| 38 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | 新建仓 |
| 39 | ETSY | Etsy Inc | +0.4% | NEW | 新建仓 |
| 40 | ARCO | Arcos Dorados Holdings Inc. | +0.2% | +32.92% | 加仓 |
| 41 | DBX | Dropbox Inc-class A | +0.1% | +29.59% | 加仓 |
| 42 | NVTS | Navitas Semiconductor CORP | +0.1% | NEW | 新建仓 |
| 43 | KLAC | Kla CORP | 0% | — | 不变 |
| 44 | ✓ | 0% | — | 不变 | |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 不变 |
| 46 | META | Meta Platforms Inc-class A | -0.1% | -8.33% | 减仓 |
| 47 | DAKT | Daktronics Inc | -0.1% | -6.98% | 减仓 |
| 48 | LYFT | Lyft Inc-a | -0.1% | -12.50% | 减仓 |
| 49 | SYY | Sysco CORP | -0.1% | +9.09% | 加仓 |
| 50 | UPS | United Parcel Service-cl B | -0.1% | +17.65% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，West Tower Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3561.9万，共申报了 73 个公开持股仓位。
在 Q2 2025 季度，West Tower Group, LLC 按市值排列的前三大核心持股分别为：PRGO (6.9%)、WBD (6.8%)、EHABUSD (6.0%)。其中最大持股仓位 PRGO 占据整体投资组合约 6.9% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
DVY
市值: US$172.7万
本季最大获利了结 / 清仓标的
MOS
前期市值: US$43.2万
在 Q2 2025 季度中，West Tower Group, LLC 共进行了 83 项持仓异动，包含新建仓 36 个仓位、加仓 14 个仓位、减仓 10 个仓位以及清仓 23 个仓位。 其中最大新建仓标的为 DVY。 本季清仓仓位包含 MOS。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。