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Watchtower Advisors, LP
特别关注No.7521 数据截至 2026Q2环比变动 Q1 2026
+$3,861.5万+27.4%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 阿斯麦ASML |
| 34.63% | 29.29% | $6,219.2万 | 3.1万股 | $4,129.0万 | 3.1万股 | 00.00% | 持仓不变 |
 OMEGA HEALTHCARE INVSOHI |
| 14.37% | 16.82% | $2,580.1万 | 54.1万股 | $2,371.3万 | 54.1万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 10.5% | 9.29% | $1,886.5万 | 18.2万股 | $1,309.7万 | 18.2万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 7.71% | 5.52% | $1,385.1万 | 1.2万股 | $778.6万 | 2.3万股 | -1.1万股-47.93% | 减仓 |
 PATRICK INDSPATK |
| 7.5% | 11.82% | $1,346.7万 | 15.0万股 | $1,666.1万 | 15.0万股 | 00.00% | 持仓不变 |
 德事隆TXT |
| 6.41% | — | $1,152.1万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 SEMPRA COMSRE |
| 5.86% | 2.46% | $1,052.3万 | 11.4万股 | $346.6万 | 3.6万股 | +7.8万股+218.23% | 加仓 |
 INSTALLED BLDG PRODSIBP |
| 4.13% | 6.07% | $741.9万 | 3.2万股 | $855.8万 | 3.2万股 | 00.00% | 持仓不变 |
| NNOKIA SPONSORED ADRNOK |
| 3.7% | — | $664.0万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
 ELANCO ANIMAL HEALTHELAN |
| 3.04% | 2.51% | $545.7万 | 22.2万股 | $353.7万 | 14.8万股 | +7.4万股+50.00% | 加仓 |
 AMD超威AMD |
| 2.16% | 5.77% | $387.2万 | 6,666股 | $813.7万 | 4.0万股 | -3.3万股-83.34% | 减仓 |
