ST
Strong Tower Advisory Services
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$5.3亿
申报季度: 2026-03-31 · 持股只数: 92
Strong Tower Advisory Services在最新一期 13F 报告中披露了 92 项持股，申报期为 2026-03-31，总持股市值约为 US$5.3亿，季度换手率为 17.8%。
机构性格雪花图
- 集中度
- 9.53
- 持仓稳定性
- 17.84
- 动能／逆势
- 100
- 行业集中度
- 47.15
- 多样化
- 100
- 仓位均衡度
- 89.03
近期动向
减仓 BRK-B
-97.2% -US$811.9万
加仓 XOM
+1.4% US$365.6万
加仓 PWR
-0.6% US$327.4万
加仓 LQD
+8.8% US$216.3万
加仓 BINC
+10.2% US$222.1万
加仓 TLT
+15.4% US$231.7万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 5.78% | +0.67% | +8.77% | |
| 2 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 5.38% | +0.65% | +10.17% | |
| 3 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 4.41% | +0.50% | +8.47% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.19% | -0.23% | -3.54% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 3.64% | +0.26% | +3.82% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.38% | +0.58% | +15.44% | |
| 7 | MSTR | Strategy INC | 股票-科技 | 3.16% | -0.34% | +4.62% | |
| 8 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 2.75% | -0.41% | +6.79% | |
| 9 | PWR | Quanta Services INC | 股票-工业 | 2.72% | +0.72% | -0.57% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.50% | +4.75% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.56% | -0.16% | -2.51% | |
| 12 | TSLA | Tesla INC | 股票-周期性消费 | 2.44% | -0.27% | +3.52% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.35% | -0.03% | +3.88% | |
| 14 | FCX | Freeport-mcmoran INC | 股票-原材料 | 2.31% | +0.40% | -0.38% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 2.29% | +0.76% | +1.37% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.27% | +0.49% | +48.19% | |
| 17 | BMNR | Bitmine Immersion Technologi | 股票-金融 | 2.09% | -0.36% | +11.47% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.99% | — | +2.94% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.90% | -0.18% | +1.17% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 1.71% | -0.04% | +1.29% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | — | +20.21% | |
| 22 | MMM | 3m Co | 股票-工业 | 1.52% | -0.04% | +2.63% | |
| 23 | LPX | Louisiana-pacific CORP | 股票-工业 | 1.49% | -0.05% | +1.94% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.46% | -0.14% | +1.58% | |
| 25 | SOLV | Solventum CORP | 股票-医疗保健 | 1.38% | -0.14% | +4.93% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 1.06% | -0.05% | +1.99% | |
| 27 | NEM | Newmont CORP | 股票-原材料 | 1.01% | — | -0.87% | |
| 28 | PH | Parker Hannifin CORP | 股票-工业 | 0.97% | — | -1.21% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.28% | +0.21% | |
| 30 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.92% | +0.18% | -1.75% | |
| 31 | LHX | L3harris Technologies INC | 股票-工业 | 0.90% | +0.16% | -1.81% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.87% | — | -2.70% | |
| 33 | CEG | Constellation Energy | 股票-公用事业 | 0.82% | -0.18% | -1.12% | |
| 34 | GRMN | Garmin Ltd. | 股票-科技 | 0.82% | +0.13% | -0.83% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.77% | +0.12% | +1.56% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.75% | +0.18% | +1.38% | |
| 37 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.75% | — | -0.32% | |
| 38 | CTVA | Corteva INC | 股票-原材料 | 0.75% | +0.18% | +0.94% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.74% | +0.14% | +2.46% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.74% | +0.13% | +0.77% | |
| 41 | KMI | Kinder Morgan INC | 股票-能源 | 0.74% | +0.19% | +4.21% | |
| 42 | ET | Energy Transfer LP | 股票-能源 | 0.72% | +0.16% | +3.89% | |
| 43 | MLPA | Global X Mlp ETF | ETF-其他 | 0.71% | — | +1.00% | |
| 44 | ECL | Ecolab INC | 股票-原材料 | 0.71% | — | -0.26% | |
| 45 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.70% | — | -0.46% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.69% | +0.13% | +4.96% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.69% | -0.50% | -44.70% | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.69% | — | -0.40% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +0.79% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.67% | — | +5.15% |
1–50 of 92
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 92 | US$5.3亿 | 18 | |
| 2025-12-31 | 97 | US$5.6亿 | 29 | |
| 2025-09-30 | 97 | US$5.3亿 | 42 | |
| 2025-06-30 | 100 | US$5.1亿 | 0 | |
| 2025-03-31 | 97 | US$4.1亿 | 0 | |
| 2024-12-31 | 92 | US$3.8亿 | 0 | |
| 2024-09-30 | 100 | US$3.6亿 | 0 | |
| 2024-06-30 | 97 | US$3.0亿 | 0 | |
| 2024-03-31 | 80 | US$2.5亿 | 0 | |
| 2023-12-31 | 85 | US$2.3亿 | 0 | |
| 2023-09-30 | 89 | US$2.0亿 | 0 | |
| 2023-06-30 | 89 | US$2.1亿 | 0 | |
| 2023-03-31 | 90 | US$1.9亿 | 0 | |
| 2022-12-31 | 91 | US$1.7亿 | 0 | |
| 2022-09-30 | 96 | US$1.7亿 | 0 | |
| 2022-06-30 | 103 | US$1.8亿 | 0 | |
| 2022-03-31 | 105 | US$2.0亿 | 0 | |
| 2021-12-31 | 106 | US$1.9亿 | 0 | |
| 2021-09-30 | 102 | US$1.7亿 | 0 |
本季持股变动
Strong Tower Advisory Services 在 2026-03-31 最显著的持仓异动： 清仓: Capital One Financial CORP (COF); 清仓: Paychex INC (PAYX); 清仓: Factset Research Systems INC (FDS); 清仓: Ishares Russell 2500 ETF (SMMD); 新建仓: Transmedics Group INC (TMDX).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.8% | +1.37% | 加仓 |
| 2 | PWR | Quanta Services INC | +0.7% | -0.57% | 减仓 |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.7% | +8.77% | 加仓 |
| 4 | BINC | Ishares Flex I A Etf-usd INC | +0.7% | +10.17% | 加仓 |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.6% | +15.44% | 加仓 |
| 6 | BLV | Vanguard Long-term Bond ETF | +0.5% | +8.47% | 加仓 |
| 7 | UNH | Unitedhealth Group INC | +0.5% | +48.19% | 加仓 |
| 8 | FCX | Freeport-mcmoran INC | +0.4% | -0.38% | 减仓 |
| 9 | CVX | Chevron CORP | +0.3% | +0.21% | 加仓 |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +3.82% | 加仓 |
| 11 | POWL | Powell Industries INC | +0.2% | -13.11% | 减仓 |
| 12 | KMI | Kinder Morgan INC | +0.2% | +4.21% | 加仓 |
| 13 | CTVA | Corteva INC | +0.2% | +0.94% | 加仓 |
| 14 | VZ | Verizon Communications INC | +0.2% | +1.38% | 加仓 |
| 15 | BHP | Bhp Group Ltd-spon Adr | +0.2% | -1.75% | 减仓 |
| 16 | KMB | Kimberly-clark CORP | +0.2% | +37.63% | 加仓 |
| 17 | ET | Energy Transfer LP | +0.2% | +3.89% | 加仓 |
| 18 | LHX | L3harris Technologies INC | +0.2% | -1.81% | 减仓 |
| 19 | COST | Costco Wholesale CORP | +0.1% | +2.46% | 加仓 |
| 20 | ETN | Eaton Corporation plc | +0.1% | +4.96% | 加仓 |
| 21 | GRMN | Garmin Ltd. | +0.1% | -0.83% | 减仓 |
| 22 | MRK | Merck & Co. INC. | +0.1% | +0.77% | 加仓 |
| 23 | WMT | Walmart INC | +0.1% | +1.56% | 加仓 |
| 24 | AMZN | Amazon.com INC | 0% | +3.88% | 加仓 |
| 25 | BA | Boeing Co/the | 0% | +1.29% | 加仓 |
| 26 | MMM | 3m Co | 0% | +2.63% | 加仓 |
| 27 | LPX | Louisiana-pacific CORP | -0.1% | +1.94% | 加仓 |
| 28 | AVGO | Broadcom INC | -0.1% | +1.99% | 加仓 |
| 29 | IONQ | Ionq INC | -0.1% | +3.14% | 加仓 |
| 30 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +1.58% | 加仓 |
| 31 | SOLV | Solventum CORP | -0.1% | +4.93% | 加仓 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.51% | 减仓 |
| 33 | LLY | Eli Lilly & Co | -0.2% | +1.17% | 加仓 |
| 34 | CEG | Constellation Energy | -0.2% | -1.12% | 减仓 |
| 35 | CMI | Cummins INC | -0.2% | -31.39% | 减仓 |
| 36 | NVDA | Nvidia CORP | -0.2% | -3.54% | 减仓 |
| 37 | TSLA | Tesla INC | -0.3% | +3.52% | 加仓 |
| 38 | MSTR | Strategy INC | -0.3% | +4.62% | 加仓 |
| 39 | BMNR | Bitmine Immersion Technologi | -0.4% | +11.47% | 加仓 |
| 40 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | +6.79% | 加仓 |
| 41 | MSFT | Microsoft CORP | -0.5% | +4.75% | 加仓 |
| 42 | RSP | Invesco S&p 500 Equal Weight | -0.5% | -44.70% | 减仓 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -1.5% | -97.22% | 减仓 |
| 44 | COF | Capital One Financial CORP | — | EXIT | 清仓 |
| 45 | PAYX | Paychex INC | — | EXIT | 清仓 |
| 46 | FDS | Factset Research Systems INC | — | EXIT | 清仓 |
| 47 | SMMD | Ishares Russell 2500 ETF | — | EXIT | 清仓 |
| 48 | TMDX | Transmedics Group INC | — | NEW | 新建仓 |
| 49 | TBIL | F/m US Treasury 3 Month Bill | — | NEW | 新建仓 |
| 50 | PLD | Prologis INC | — | EXIT | 清仓 |
FAQ
Strong Tower Advisory Services 是什么机构？属于哪种投资人类型？
Strong Tower Advisory Services 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$5.3亿，分布在 92 个已申报仓位之中。
Strong Tower Advisory Services 目前前几大持股有哪些？
根据最新 13F 申报，Strong Tower Advisory Services 按市值排列的前几大持股为：
1. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — US$3069.9万 (5.8%)
2. Ishares Flex I A Etf-usd INC (BINC) — US$2861.4万 (5.4%)
3. Vanguard Long-term Bond ETF (BLV) — US$2342.0万 (4.4%)
4. Nvidia CORP (NVDA) — US$2225.9万 (4.2%)
5. Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — US$1936.6万 (3.6%)
Strong Tower Advisory Services 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Strong Tower Advisory Services 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 31 个既有持股、减仓 12 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Capital One Financial CORP (COF); 清仓: Paychex INC (PAYX); 清仓: Factset Research Systems INC (FDS); 清仓: Ishares Russell 2500 ETF (SMMD); 新建仓: Transmedics Group INC (TMDX)
Strong Tower Advisory Services 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Strong Tower Advisory Services 的主要板块分布如下：
• Information Technology: 29.6%
• Consumer Discretionary: 16.7%
• Health Care: 12.2%
• Communication Services: 7.7%
• Energy: 7.0%
• Financials: 6.8%