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。
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CIK: 0001965819
申报总市值
US$2698.1万
US$2698.1万
45 檔
46.0%
在 Q2 2026 的 13F 官方备案中，West Tower Group, LLC 管理的美股投资组合规模来到 US$2698.1万，整体持股档数为 45 档。
在 Q2 2026，West Tower Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 21 个新仓位，并对 6 个既有持股进行加仓（合计增持 27 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, LYFT, PRIM 等）合计占整体申报市值的 46.0%，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 | 10.28% | +9.01% | — | |
| 2 | LYFT | Lyft Inc-a | 股票-科技 | 7.54% | -0.07% | +32.87% | |
| 3 | PRIM | Primoris Services CORP | 股票-工业 | 7.23% | -0.11% | -1.52% | |
| 4 | ✓ | 股票-其他 | 5.06% | -0.35% | — | ||
| 5 | NWSA | News CORP - Class A | 股票-通信服务 | 4.76% | -0.64% | -20.93% | |
| 6 | ROKU | Roku Inc | 股票-通信服务 | 4.25% | +1.93% | -15.44% | |
| 7 | FISV | Fiserv Inc | 股票-其他 | 4.03% | -1.41% | — | |
| 8 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 4.00% | +0.33% | -5.75% | |
| 9 | STTK | Shattuck Labs Inc | 股票-其他 | 3.73% | +1.11% | — | |
| 10 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 3.56% | +0.83% | -57.56% | |
| 11 | GNRC | Generac Holdings Inc | 股票-工业 | 3.37% | +1.97% | -31.67% | |
| 12 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 3.14% | -3.14% | EXIT | |
| 13 | CBT | Cabot CORP | 股票-原材料 | 2.72% | -2.72% | EXIT | |
| 14 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 2.49% | -2.49% | EXIT | |
| 15 | ADI | Analog Devices Inc | 股票-科技 | 2.23% | -0.47% | — | |
| 16 | MWH | Solv Energy Inc-cl A | 股票-其他 | 2.20% | +0.29% | +155.56% | |
| 17 | J | Jacobs Solutions Inc | 股票-工业 | 2.19% | -0.55% | -31.11% | |
| 18 | AGX | Argan Inc | 股票-工业 | 1.91% | -0.79% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.50% | -0.48% | — | |
| 20 | VIXY | Proshares Vix Short-term Fut | ETF-其他 | 1.49% | +1.65% | — | |
| 21 | ROAD | Construction Partners Inc-a | 股票-工业 | 1.40% | +0.24% | — | |
| 22 | LRCX | Lam Research CORP | 股票-科技 | 1.34% | -1.34% | EXIT | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.32% | -1.32% | EXIT | |
| 24 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 1.26% | -1.26% | EXIT | |
| 25 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.12% | -1.12% | EXIT | |
| 26 | ✓ | Ferroglobe PLC | 股票-其他 | 1.12% | +0.96% | — | |
| 27 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.03% | -1.03% | EXIT | |
| 28 | FROG | JFrog Ltd. | 股票-科技 | 1.02% | -1.02% | EXIT | |
| 29 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.00% | +1.38% | +25.00% | |
| 30 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 1.00% | -1.00% | EXIT | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.98% | -0.18% | -75.00% | |
| 32 | TWLO | Twilio Inc - A | 股票-科技 | 0.87% | -0.87% | EXIT | |
| 33 | TYL | Tyler Technologies Inc | 股票-科技 | 0.84% | +0.02% | — | |
| 34 | MRVL | Marvell Technology Inc | 股票-科技 | 0.84% | -0.84% | EXIT | |
| 35 | SYM | Symbotic Inc | 股票-工业 | 0.82% | -0.82% | EXIT | |
| 36 | GLW | Corning Inc | 股票-科技 | 0.72% | -0.72% | EXIT | |
| 37 | SNOW | Snowflake Inc | 股票-科技 | 0.71% | +0.05% | — | |
| 38 | SMTC | Semtech CORP | 股票-科技 | 0.68% | +0.18% | — | |
| 39 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.68% | +0.17% | — | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.67% | -0.67% | EXIT | |
| 41 | HUT | Hut 8 CORP | 股票-金融 | 0.65% | -0.65% | EXIT | |
| 42 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 0.60% | -0.60% | EXIT | |
| 43 | REAL | Realreal Inc/the | 股票-其他 | 0.57% | -0.57% | EXIT | |
| 44 | AAPL | Apple Inc | 股票-科技 | 0.57% | -0.57% | EXIT | |
| 45 | ALKT | Alkami Technology Inc | 股票-其他 | 0.51% | -0.51% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +4% | NEW | 新建仓 |
| 2 | STTK | Shattuck Labs Inc | +3.7% | NEW | 新建仓 |
| 3 | ADI | Analog Devices Inc | +2.2% | NEW | 新建仓 |
| 4 | AGX | Argan Inc | +1.9% | NEW | 新建仓 |
| 5 | LYFT | Lyft Inc-a | +1.8% | +32.87% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +1.5% | NEW | 新建仓 |
| 7 | VIXY | Proshares Vix Short-term Fut | +1.5% | NEW | 新建仓 |
| 8 | ROAD | Construction Partners Inc-a | +1.4% | NEW | 新建仓 |
| 9 | MWH | Solv Energy Inc-cl A | +1.4% | +155.56% | 加仓 |
| 10 | CBT | Cabot CORP | +1.3% | +82.24% | 加仓 |
| 11 | LRCX | Lam Research CORP | +1.3% | NEW | 新建仓 |
| 12 | CSCO | Cisco Systems Inc | +1.3% | NEW | 新建仓 |
| 13 | STM | Stmicroelectronics Nv-ny Shs | +1.3% | NEW | 新建仓 |
| 14 | NXPI | NXP Semiconductors N.V. | +1% | NEW | 新建仓 |
| 15 | FROG | JFrog Ltd. | +1% | NEW | 新建仓 |
| 16 | TWLO | Twilio Inc - A | +0.9% | NEW | 新建仓 |
| 17 | MRVL | Marvell Technology Inc | +0.8% | NEW | 新建仓 |
| 18 | GLW | Corning Inc | +0.7% | NEW | 新建仓 |
| 19 | SNOW | Snowflake Inc | +0.7% | NEW | 新建仓 |
| 20 | SMTC | Semtech CORP | +0.7% | NEW | 新建仓 |
| 21 | STX | Seagate Technology Holdings plc | +0.7% | NEW | 新建仓 |
| 22 | HUT | Hut 8 CORP | +0.7% | NEW | 新建仓 |
| 23 | MOD | Modine Manufacturing Co | +0.6% | NEW | 新建仓 |
| 24 | REAL | Realreal Inc/the | +0.6% | NEW | 新建仓 |
| 25 | ✓ | +0.5% | — | 不变 | |
| 26 | PTON | Peloton Interactive Inc-a | +0.5% | +50.00% | 加仓 |
| 27 | ROKU | Roku Inc | +0.4% | -15.44% | 减仓 |
| 28 | SIMO | Silicon Motion Technol-adr | +0.4% | -57.56% | 减仓 |
| 29 | TTWO | Take-two Interactive Softwre | +0.4% | +33.33% | 加仓 |
| 30 | RDDT | Reddit Inc-cl A | +0.3% | -5.75% | 减仓 |
| 31 | ABNB | Airbnb Inc-class A | +0.2% | +25.00% | 加仓 |
| 32 | ✓ | Peloton Interactive Inc | 0% | EXIT | 清仓 |
| 33 | ALKT | Alkami Technology Inc | -0.1% | -16.67% | 减仓 |
| 34 | TYL | Tyler Technologies Inc | -0.3% | — | 不变 |
| 35 | GNRC | Generac Holdings Inc | -0.3% | -31.67% | 减仓 |
| 36 | AMZN | Amazon.com Inc | -0.3% | -33.33% | 减仓 |
| 37 | SYM | Symbotic Inc | -0.3% | -7.14% | 减仓 |
| 38 | ARCO | Arcos Dorados Holdings Inc. | -0.3% | — | 不变 |
| 39 | INTC | Intel CORP | -0.4% | -75.00% | 减仓 |
| 40 | WBD | Warner Bros Discovery Inc | -0.5% | — | 不变 |
| 41 | ✓ | Ferroglobe PLC | -0.5% | — | 不变 |
| 42 | ZETA | Zeta Global Holdings Corp-a | -0.5% | EXIT | 清仓 |
| 43 | NOK | Nokia Corp-spon Adr | -0.6% | EXIT | 清仓 |
| 44 | CRM | Salesforce Inc | -0.7% | EXIT | 清仓 |
| 45 | IBM | Intl Business Machines CORP | -0.8% | EXIT | 清仓 |
| 46 | EXLS | Exlservice Holdings Inc | -0.8% | EXIT | 清仓 |
| 47 | AMD | Advanced Micro Devices | -1% | EXIT | 清仓 |
| 48 | J | Jacobs Solutions Inc | -1.4% | -31.11% | 减仓 |
| 49 | FIG | Figma Inc-cl A | -1.4% | EXIT | 清仓 |
| 50 | PRGO | Perrigo Company plc | -1.5% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，West Tower Group, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$2698.1万，共申报了 45 个公开持股仓位。
在 Q2 2026 季度，West Tower Group, LLC 按市值排列的前三大核心持股分别为：PRGO (10.3%)、LYFT (7.5%)、PRIM (7.2%)。其中最大持股仓位 PRGO 占据整体投资组合约 10.3% 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
FISV
市值: US$143.7万
本季最大获利了结 / 清仓标的
EHABUSD
前期市值: US$508.7万
在 Q2 2026 季度中，West Tower Group, LLC 共进行了 48 项持仓异动，包含新建仓 21 个仓位、加仓 6 个仓位、减仓 12 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 FISV。 本季清仓仓位包含 EHABUSD。
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。