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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 9
减持 16
清仓 121
方向
标的
Δ市值
现股数(环比)
建仓
QGRO
AMERICAN CENTY ETF TR
+$15.5M
142,255
清仓
IWY
ISHARES TR
-$14.3M
0
-100%
清仓
NURE
NUSHARES ETF TR
-$6.7M
0
-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
JPRE
J P MORGAN EXCHANGE TRADED F
+$6.4M
134,307
建仓
MTUM
ISHARES TR
+$2.0M
8,466
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.0M
0
-100%
增持
FENI
FIDELITY COVINGTON TRUST
+$1.7M
427,257
+2%
增持
WTV
WISDOMTREE TR
+$1.0M
223,687
+1%
建仓
EBC
EASTERN BANKSHARES INC
+$950.0K
62,304
清仓
MELI
MERCADOLIBRE INC
-$643.8K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$600.1K
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$525.9K
0
-100%
清仓
TSLA
TESLA INC
-$447.8K
0
-100%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$444.8K
293,895
-6%
减持
MFM
MFS MUN INCOME TR
-$425.8K
732,363
-8%
增持
EDIV
SPDR INDEX SHS FDS
+$414.7K
121,075
+3%
清仓
BKNG
BOOKING HOLDINGS INC
-$405.4K
0
-100%
清仓
MCD
MCDONALDS CORP
-$391.7K
0
-100%
增持
XPO
XPO INC
+$384.4K
13,869
+9%
减持
USVM
VICTORY PORTFOLIOS II
+$371.5K
85,865
-1%
减持
IAGG
ISHARES TR
-$363.1K
207,079
-5%
减持
SKOR
FLEXSHARES TR
-$358.6K
196,345
-5%
减持
XSMO
INVESCO EXCHANGE TRADED FD T
+$337.8K
85,608
-2%
减持
CWB
SPDR SERIES TRUST
+$297.6K
98,775
-4%
减持
ISRG
INTUITIVE SURGICAL INC
-$297.5K
615
-52%
增持
DTCR
GLOBAL X FDS
+$288.0K
91,424
+5%
减持
GOOG
ALPHABET INC
-$284.6K
1,300
-61%
清仓
EA
ELECTRONIC ARTS INC
-$272.1K
0
-100%
清仓
—
ASML HOLDING N V
-$265.1K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$260.8K
0
-100%
清仓
ZS
ZSCALER INC
-$238.1K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$232.4K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$216.8K
0
-100%
清仓
XMCRX
MFS CHARTER INCOME TR
-$211.8K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$206.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$196.9K
0
-100%
增持
BFH
BREAD FINANCIAL HOLDINGS INC
+$196.6K
27,634
+0%
清仓
IDXX
IDEXX LABS INC
-$196.5K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$195.9K
0
-100%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$190.0K
10,463
-23%
清仓
VTV
VANGUARD INDEX FDS
-$188.5K
0
-100%
清仓
ETV
EATON VANCE TAX-MANAGED BUY-
-$174.7K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$172.2K
0
-100%
清仓
SO
SOUTHERN CO
-$165.1K
0
-100%
清仓
GMED
GLOBUS MED INC
-$160.2K
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$159.1K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$158.6K
0
-100%
清仓
MQY
BLACKROCK MUNIYILD QULT FD I
-$154.6K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$151.1K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$146.8K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$146.3K
0
-100%
清仓
ADBE
ADOBE INC
-$144.2K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$142.8K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$136.3K
0
-100%
清仓
WDAY
WORKDAY INC
-$126.8K
0
-100%
清仓
VGM
INVESCO TR INVT GRADE MUNS
-$125.8K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$124.4K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$124.0K
0
-100%
清仓
XGDVX
GABELLI DIVID & INCOME TR
-$122.6K
0
-100%
清仓
UNP
UNION PAC CORP
-$120.2K
0
-100%
清仓
—
EXXON MOBIL CORP
-$118.9K
0
-100%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$113.4K
90,145
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$112.1K
38,666
+1%
清仓
TTD
THE TRADE DESK INC
-$109.4K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$104.8K
0
-100%
清仓
VTWV
VANGUARD SCOTTSDALE FDS
-$98.9K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$98.1K
0
-100%
增持
PFFA
ETFIS SER TR I
+$97.1K
319,880
+3%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$92.8K
0
-100%
清仓
KD
KYNDRYL HLDGS INC
-$92.5K
0
-100%
清仓
DE
DEERE & CO
-$90.6K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$90.6K
0
-100%
清仓
NGG
NATIONAL GRID PLC
-$90.2K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$89.5K
0
-100%
清仓
MSFT
MICROSOFT CORP
-$89.3K
0
-100%
减持
REZ
ISHARES TR
-$85.4K
18,021
-1%
清仓
GLD
SPDR GOLD TR
-$77.8K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$76.1K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$75.6K
0
-100%
清仓
KNSL
KINSALE CAP GROUP INC
-$75.4K
0
-100%
清仓
WRBY
WARBY PARKER INC
-$72.1K
0
-100%
清仓
NICE
NICE LTD
-$71.7K
0
-100%
清仓
CART
MAPLEBEAR INC
-$69.6K
0
-100%
清仓
ROKU
ROKU INC
-$68.2K
0
-100%
清仓
AMGN
AMGEN INC
-$67.6K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$60.7K
0
-100%
减持
CVGI
COMMERCIAL VEH GROUP INC
-$60.4K
195,401
-41%
清仓
PINS
PINTEREST INC
-$59.6K
0
-100%
清仓
WHR
WHIRLPOOL CORP
-$58.0K
0
-100%
清仓
FALN
ISHARES TR
-$55.0K
0
-100%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$54.5K
0
-100%
清仓
V
VISA INC
-$52.6K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$52.4K
0
-100%
清仓
VTWG
VANGUARD SCOTTSDALE FDS
-$52.2K
0
-100%
清仓
LOW
LOWES COS INC
-$51.3K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$50.5K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$49.4K
0
-100%
清仓
—
MASIMO CORP
-$49.1K
0
-100%
清仓
UGI
UGI CORP NEW
-$48.5K
0
-100%
清仓
IVV
ISHARES TR
-$48.3K
0
-100%
清仓
PFFD
GLOBAL X FDS
-$46.1K
0
-100%
清仓
DEM
WISDOMTREE TR
-$45.8K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$44.9K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$44.4K
0
-100%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$43.8K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$40.6K
0
-100%
清仓
PICB
INVESCO EXCH TRADED FD TR II
-$40.3K
0
-100%
清仓
ICVT
ISHARES TR
-$38.6K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$38.5K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$37.8K
0
-100%
清仓
DXCM
DEXCOM INC
-$36.9K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$34.9K
0
-100%
清仓
BLK
BLACKROCK INC
-$33.1K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$31.0K
0
-100%
清仓
GOOGL
ALPHABET INC
-$30.9K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$29.9K
0
-100%
增持
LYTS
LSI INDS INC OHIO
+$29.6K
80,683
+2%
清仓
SCHF
SCHWAB STRATEGIC TR
-$28.3K
0
-100%
清仓
BX
BLACKSTONE INC
-$28.0K
0
-100%
清仓
DRN
DIREXION SHS ETF TR
-$24.8K
0
-100%
减持
EMCB
WISDOMTREE TR
-$22.6K
52,437
-1%
清仓
MRK
MERCK & CO INC
-$22.4K
0
-100%
清仓
PFF
ISHARES TR
-$21.5K
0
-100%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$21.2K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$19.9K
0
-100%
减持
F
FORD MTR CO
+$19.7K
132,237
-6%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$19.7K
0
-100%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$19.6K
0
-100%
清仓
ADSK
AUTODESK INC
-$19.1K
0
-100%
清仓
PEP
PEPSICO INC
-$18.7K
0
-100%
清仓
—
TE CONNECTIVITY PLC
-$17.8K
0
-100%
清仓
SAP
SAP SE
-$17.8K
0
-100%
清仓
WMT
WALMART INC
-$17.6K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$16.5K
0
-100%
清仓
PFE
PFIZER INC
-$16.3K
0
-100%
清仓
HUBS
HUBSPOT INC
-$13.7K
0
-100%
清仓
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$13.7K
0
-100%
清仓
ABBV
ABBVIE INC
-$13.6K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.3K
0
-100%
清仓
IEFA
ISHARES TR
-$13.2K
0
-100%
清仓
MFC
MANULIFE FINL CORP
-$12.7K
0
-100%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$12.7K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$12.7K
0
-100%
减持
HYFI
AB ACTIVE ETFS INC
-$12.6K
211,541
-2%
清仓
XSVM
INVESCO EXCHANGE TRADED FD T
-$12.5K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$11.8K
0
-100%
清仓
KRE
SPDR SER TR
-$11.4K
0
-100%
清仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$11.0K
0
-100%
清仓
SHM
SPDR SER TR
-$10.7K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$10.7K
0
-100%