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Anderson Financial Strategies, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Anderson Financial Strategies, LLC
报告期 2026-03-31 · CIK 0002018166
持仓数
32
前50大市值合计
$181.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 87
增持 32
减持 13
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
—
CAMPBELL SYSTEMATIC MACRO I
-$13.0M
0
-100%
建仓
FENI
FIDELITY COVINGTON TRUST
+$12.5M
420,490
减持
SCHF
SCHWAB STRATEGIC TR
-$12.2M
1,432
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
USVM
VICTORY PORTFOLIOS II
+$6.8M
86,785
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$6.7M
313,481
减持
XSVM
INVESCO EXCHANGE TRADED FD T
-$6.4M
249
-100%
减持
IEI
ISHARES TR
-$6.3M
68
-100%
减持
MEMS
MATTHEWS ASIA FDS
-$4.0M
446
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
35,588
+3558700%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.0M
38,450
+961150%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.5M
91,539
+109%
减持
CALF
PACER FDS TR
-$1.4M
60
-100%
清仓
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES
-$1.1M
0
-100%
清仓
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES
-$1.0M
0
-100%
增持
SKOR
FLEXSHARES TR
+$1.0M
205,600
+10%
增持
WTV
WISDOMTREE TR
+$948.2K
222,511
+7%
清仓
SNOXX
SCHWAB TREASURY OBLIG MONEY INV
-$923.1K
0
-100%
清仓
—
COLUMBIA DIVIDEND INCOME INST2
-$709.7K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$643.8K
330
减持
PFFA
ETFIS SER TR I
-$635.6K
309,567
-6%
增持
AAPL
APPLE INC
+$633.2K
2,906
+5831%
建仓
ISRG
INTUITIVE SURGICAL INC
+$631.5K
1,275
减持
HYFI
AB ACTIVE ETFS INC
-$613.9K
215,516
-7%
建仓
—
SPOTIFY TECHNOLOGY S A
+$600.1K
1,091
建仓
AXON
AXON ENTERPRISE INC
+$525.9K
1,000
建仓
GOOG
ALPHABET INC
+$515.6K
3,300
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$464.3K
87,413
+15%
建仓
TSLA
TESLA INC
+$447.8K
1,728
建仓
BKNG
BOOKING HOLDINGS INC
+$405.4K
88
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$387.6K
13,578
+27%
建仓
NFLX
NETFLIX INC
+$373.9K
401
增持
CVGI
COMMERCIAL VEH GROUP INC
-$369.6K
332,497
+10%
建仓
NOW
SERVICENOW INC
+$350.9K
441
增持
IAGG
ISHARES TR
+$339.2K
218,905
+3%
增持
IWY
ISHARES TR
+$333.8K
67,577
+14%
减持
NURE
NUSHARES ETF TR
-$327.7K
215,554
-3%
建仓
MA
MASTERCARD INCORPORATED
+$304.2K
555
增持
AMZN
AMAZON COM INC
+$303.1K
1,660
+2762%
清仓
—
FIDELITY CONVERTIBLE SECURITIES
-$277.0K
0
-100%
建仓
EA
ELECTRONIC ARTS INC
+$272.1K
1,883
建仓
SHOP
SHOPIFY INC
+$267.2K
2,798
建仓
—
ASML HOLDING N V
+$265.1K
400
建仓
ZS
ZSCALER INC
+$238.1K
1,200
建仓
SNPS
SYNOPSYS INC
+$232.4K
542
增持
VTI
VANGUARD INDEX FDS
+$222.5K
1,000
+456%
建仓
NVDA
NVIDIA CORPORATION
+$216.8K
2,000
清仓
MDIJX
MFS INTL DIVERSIFICATION I
-$210.0K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$206.0K
584
减持
EMCB
WISDOMTREE TR
-$197.5K
53,212
-6%
建仓
IDXX
IDEXX LABS INC
+$196.5K
468
建仓
VUG
VANGUARD INDEX FDS
+$195.9K
528
建仓
VTV
VANGUARD INDEX FDS
+$188.5K
1,091
增持
F
FORD MTR CO
+$188.4K
141,107
+14%
清仓
PFORX
PIMCO INTERNATIONAL BOND (USD-HDG) INSTL
-$172.5K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$172.2K
355
建仓
GMED
GLOBUS MED INC
+$160.2K
2,188
建仓
MKC
MCCORMICK & CO INC
+$159.1K
1,933
建仓
SPG
SIMON PPTY GROUP INC NEW
+$146.8K
884
建仓
WM
WASTE MGMT INC DEL
+$146.3K
632
建仓
ADBE
ADOBE INC
+$144.2K
376
建仓
NEE
NEXTERA ENERGY INC
+$142.8K
2,015
增持
XPO
XPO INC
+$133.5K
12,703
+35%
增持
REZ
ISHARES TR
+$132.7K
18,160
+2%
建仓
WDAY
WORKDAY INC
+$126.8K
543
建仓
ANET
ARISTA NETWORKS INC
+$124.0K
1,600
建仓
UNP
UNION PAC CORP
+$120.2K
509
清仓
CSDIX
COHEN & STEERS REAL ESTATE SECURITIES I
-$118.5K
0
-100%
建仓
TTD
THE TRADE DESK INC
+$109.4K
2,000
建仓
VXUS
VANGUARD STAR FDS
+$104.8K
1,688
建仓
TSCO
TRACTOR SUPPLY CO
+$98.1K
1,780
减持
EDIV
SPDR INDEX SHS FDS
-$94.0K
117,655
-3%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$92.8K
2,051
建仓
DOCU
DOCUSIGN INC
+$90.6K
1,112
建仓
JKHY
HENRY JACK & ASSOC INC
+$89.5K
490
清仓
—
LORD ABBETT EMERGING MARKETS CORP DBT I
-$86.1K
0
-100%
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$84.5K
743
+643%
减持
MFM
MFS MUN INCOME TR
-$76.4K
794,684
-1%
建仓
PYPL
PAYPAL HLDGS INC
+$76.1K
1,166
增持
MSFT
MICROSOFT CORP
+$73.3K
238
+526%
建仓
NICE
NICE LTD
+$71.7K
465
建仓
ROKU
ROKU INC
+$68.2K
967
增持
MCD
MCDONALDS CORP
+$64.4K
1,254
+11%
增持
LYTS
LSI INDS INC OHIO
+$63.6K
79,014
+20%
建仓
UNH
UNITEDHEALTH GROUP INC
+$60.7K
116
增持
—
EATON CORP PLC
-$60.1K
1,361
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$60.0K
2,162
+10%
建仓
PINS
PINTEREST INC
+$59.6K
1,924
建仓
FALN
ISHARES TR
+$55.0K
2,052
建仓
FNX
FIRST TR MID CAP CORE ALPHAD
+$54.5K
500
建仓
V
VISA INC
+$52.6K
150
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$52.2K
280
建仓
LOW
LOWES COS INC
+$51.3K
220
建仓
—
TRANE TECHNOLOGIES PLC
+$50.5K
150
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$49.4K
605
建仓
—
MASIMO CORP
+$49.1K
295
增持
BFH
BREAD FINANCIAL HOLDINGS INC
-$48.7K
27,584
+18%
清仓
USAAX
VICTORY GROWTH
-$47.3K
0
-100%
建仓
PFFD
GLOBAL X FDS
+$46.1K
2,422
建仓
DEM
WISDOMTREE TR
+$45.8K
1,088
增持
LULU
LULULEMON ATHLETICA INC
+$45.7K
267
+242%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$44.9K
750
建仓
VB
VANGUARD INDEX FDS
+$44.4K
200
建仓
VNQ
VANGUARD INDEX FDS
+$40.6K
448
建仓
PICB
INVESCO EXCH TRADED FD TR II
+$40.3K
1,813
增持
—
RENAISSANCERE HLDGS LTD
+$40.1K
5,611
+7%
建仓
ICVT
ISHARES TR
+$38.6K
461
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$38.5K
648
增持
DE
DEERE & CO
+$38.0K
193
+56%
建仓
DXCM
DEXCOM INC
+$36.9K
540
清仓
DODIX
DODGE & COX INCOME I
-$36.0K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$34.9K
100
增持
COST
COSTCO WHSL CORP NEW
+$34.2K
40
+900%
建仓
BLK
BLACKROCK INC
+$33.1K
35
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$29.9K
60
建仓
BX
BLACKSTONE INC
+$28.0K
200
清仓
U
UNITY SOFTWARE INC
-$27.6K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$26.9K
0
-100%
建仓
DRN
DIREXION SHS ETF TR
+$24.8K
2,827
减持
KBWY
INVESCO EXCH TRADED FD TR II
-$23.9K
95
-93%
增持
CART
MAPLEBEAR INC
+$23.2K
1,745
+56%
建仓
MRK
MERCK & CO INC
+$22.4K
250
清仓
DBC
INVESCO DB COMMODITY INDEX TRACKING
-$22.1K
0
-100%
建仓
PFF
ISHARES TR
+$21.5K
700
建仓
SMCI
SUPER MICRO COMPUTER INC
+$21.2K
158
增持
KNSL
KINSALE CAP GROUP INC
+$21.0K
155
+32%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$19.9K
120
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$19.7K
400
建仓
VWOB
VANGUARD WHITEHALL FDS
+$19.6K
306
建仓
ADSK
AUTODESK INC
+$19.1K
73
建仓
PEP
PEPSICO INC
+$18.7K
125
清仓
—
BLUEROCK TOTAL INCOME REAL ESTATE I
-$18.6K
0
-100%
减持
GOOGL
ALPHABET INC
-$18.5K
200
-23%
增持
DTCR
GLOBAL X FDS
-$18.4K
87,084
+0%
建仓
—
TE CONNECTIVITY PLC
+$17.8K
126
建仓
SAP
SAP SE
+$17.8K
66
增持
AMGN
AMGEN INC
+$17.6K
217
+13%
建仓
WMT
WALMART INC
+$17.6K
200
增持
KD
KYNDRYL HLDGS INC
+$17.4K
2,947
+36%
建仓
UPS
UNITED PARCEL SERVICE INC
+$16.5K
150
建仓
HUBS
HUBSPOT INC
+$13.7K
24
建仓
XFFCX
FLAHERTY & CRUMRINE PFD SECS
+$13.7K
943
建仓
ABBV
ABBVIE INC
+$13.6K
65
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$13.3K
25
清仓
ALL
ALLSTATE CORP
-$13.3K
0
-100%
建仓
MFC
MANULIFE FINL CORP
+$12.7K
408
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$12.7K
786
建仓
CMCSA
COMCAST CORP NEW
+$12.7K
343
清仓
MPC
MARATHON PETE CORP
-$12.0K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$11.8K
147
建仓
KRE
SPDR SER TR
+$11.4K
200
