13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001965819
申報總市值
US$3561.9萬
US$3561.9萬
73 檔
36.0%
Q2 2025 季度申報顯示，West Tower Group, LLC 揭露的美股組合總市值為 US$3561.9萬，涵蓋 73 個不同之權益投資部位。
在 Q2 2025，West Tower Group, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 36 個新部位，並對 14 個既有持股進行加碼（合計增持 50 檔），相較減碼與清倉部位顯著佔優。
整體而言，West Tower Group, LLC 的前 5 大持股（包含 PRGO, WBD, EHABUSD）貢獻了組合市值的 36.0%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRGO | Perrigo Company plc | 股票-醫療保健 | 6.89% | -1.53% | — | |
| 2 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 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-工業 | 4.33% | -4.54% | +15.84% | |
| 5 | GAP | Gap Inc/the | 股票-循環性消費 | 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-通訊服務 | 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-工業 | 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-通訊服務 | 1.76% | — | -8.33% | |
| 17 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 1.53% | +0.34% | — | |
| 18 | ROKU | Roku Inc | 股票-通訊服務 | 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-循環性消費 | 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-非循環性消費 | 0.99% | — | +9.09% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.95% | — | +10.00% | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.94% | — | — | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.92% | -0.95% | EXIT | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.90% | — | — | |
| 31 | SO | Southern Co/the | 股票-公用事業 | 0.90% | — | — | |
| 32 | OKE | Oneok Inc | 股票-能源 | 0.89% | — | — | |
| 33 | UPS | United Parcel Service-cl B | 股票-工業 | 0.88% | — | +17.65% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事業 | 0.87% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.86% | — | — | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | — | — | |
| 37 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 0.86% | — | — | |
| 38 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.86% | — | +27.78% | |
| 39 | D | Dominion Energy Inc | 股票-公用事業 | 0.86% | — | — | |
| 40 | ITW | Illinois Tool Works | 股票-工業 | 0.86% | — | — | |
| 41 | TGT | Target CORP | 股票-循環性消費 | 0.86% | — | — | |
| 42 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.84% | — | — | |
| 43 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.83% | — | -6.67% | |
| 44 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.81% | — | +4.44% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.80% | — | -20.00% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.80% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +1.50% | NEW | |
| 48 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 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 |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DVY | Ishares Select Dividend ETF | +3.7% | NEW | 新建倉 |
| 2 | SIMO | Silicon Motion Technol-adr | +2% | NEW | 新建倉 |
| 3 | RDDT | Reddit Inc-cl A | +1.5% | NEW | 新建倉 |
| 4 | AVGO | Broadcom Inc | +1.2% | NEW | 新建倉 |
| 5 | PRIM | Primoris Services CORP | +1% | +15.84% | 加碼 |
| 6 | VERX | Vertex Inc - Class A | +1% | NEW | 新建倉 |
| 7 | NWSA | News CORP - Class A | +1% | +83.34% | 加碼 |
| 8 | AMD | Advanced Micro Devices | +0.9% | NEW | 新建倉 |
| 9 | UNP | Union Pacific CORP | +0.9% | NEW | 新建倉 |
| 10 | SO | Southern Co/the | +0.9% | NEW | 新建倉 |
| 11 | OKE | Oneok Inc | +0.9% | NEW | 新建倉 |
| 12 | ROKU | Roku Inc | +0.9% | +128.57% | 加碼 |
| 13 | DUK | Duke Energy CORP | +0.9% | NEW | 新建倉 |
| 14 | PG | Procter & Gamble Co/the | +0.9% | NEW | 新建倉 |
| 15 | KDP | Keurig Dr Pepper Inc | +0.9% | NEW | 新建倉 |
| 16 | ITW | Illinois Tool Works | +0.9% | NEW | 新建倉 |
| 17 | TGT | Target CORP | +0.9% | NEW | 新建倉 |
| 18 | BMY | Bristol-myers Squibb Co | +0.8% | NEW | 新建倉 |
| 19 | CAG | Conagra Brands Inc | +0.8% | NEW | 新建倉 |
| 20 | DDOG | Datadog Inc - Class A | +0.7% | NEW | 新建倉 |
| 21 | MRVL | Marvell Technology Inc | +0.7% | NEW | 新建倉 |
| 22 | PANW | Palo Alto Networks Inc | +0.7% | NEW | 新建倉 |
| 23 | CPB | THE Campbell's Company | +0.7% | NEW | 新建倉 |
| 24 | SAP | Sap Se-sponsored Adr | +0.7% | NEW | 新建倉 |
| 25 | FOUR | Shift4 Payments Inc-class A | +0.6% | NEW | 新建倉 |
| 26 | SLAB | Silicon Laboratories Inc | +0.6% | NEW | 新建倉 |
| 27 | CSCO | Cisco Systems Inc | +0.6% | NEW | 新建倉 |
| 28 | GAP | Gap Inc/the | +0.6% | +35.93% | 加碼 |
| 29 | CART | Maplebear Inc | +0.6% | NEW | 新建倉 |
| 30 | NXPI | NXP Semiconductors N.V. | +0.6% | NEW | 新建倉 |
| 31 | ✓ | Cyberark Software LTD. Cmn | +0.5% | NEW | 新建倉 |
| 32 | STM | Stmicroelectronics Nv-ny Shs | +0.5% | NEW | 新建倉 |
| 33 | HUT | Hut 8 CORP | +0.5% | NEW | 新建倉 |
| 34 | COHR | Coherent CORP | +0.5% | NEW | 新建倉 |
| 35 | ORCL | Oracle CORP | +0.5% | NEW | 新建倉 |
| 36 | MDB | Mongodb Inc | +0.5% | NEW | 新建倉 |
| 37 | PTON | Peloton Interactive Inc-a | +0.5% | NEW | 新建倉 |
| 38 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | 新建倉 |
| 39 | ETSY | Etsy Inc | +0.4% | NEW | 新建倉 |
| 40 | ARCO | Arcos Dorados Holdings Inc. | +0.2% | +32.92% | 加碼 |
| 41 | DBX | Dropbox Inc-class A | +0.1% | +29.59% | 加碼 |
| 42 | NVTS | Navitas Semiconductor CORP | +0.1% | NEW | 新建倉 |
| 43 | KLAC | Kla CORP | 0% | — | 不變 |
| 44 | ✓ | 0% | — | 不變 | |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 不變 |
| 46 | META | Meta Platforms Inc-class A | -0.1% | -8.33% | 減碼 |
| 47 | DAKT | Daktronics Inc | -0.1% | -6.98% | 減碼 |
| 48 | LYFT | Lyft Inc-a | -0.1% | -12.50% | 減碼 |
| 49 | SYY | Sysco CORP | -0.1% | +9.09% | 加碼 |
| 50 | UPS | United Parcel Service-cl B | -0.1% | +17.65% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，West Tower Group, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3561.9萬，共申報了 73 個公開持股部位。
在 Q2 2025 季度，West Tower Group, LLC 按市值排列的前三大核心持股分別為：PRGO (6.9%)、WBD (6.8%)、EHABUSD (6.0%)。其中最大持股部位 PRGO 佔據整體投資組合約 6.9% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
DVY
市值: US$172.7萬
本季最大獲利了結 / 清倉標的
MOS
前期市值: US$43.2萬
在 Q2 2025 季度中，West Tower Group, LLC 共進行了 83 項持倉異動，包含新建倉 36 個部位、加碼 14 個部位、減碼 10 個部位以及清倉 23 個部位。 其中最大新建倉標的為 DVY。 本季清倉部位包含 MOS。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。