Ankerstar Wealth, LLC

报告期 2026-03-31 · CIK 0002053917

持仓数

955

前50大市值合计

$78.6M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 7增持 67减持 63清仓 13

方向

标的

Δ市值

现股数(环比)

减持

BITB BITWISE BITCOIN ETF TR

-$4.1M

168,268 -22%

减持

CDX SIMPLIFY EXCHANGE TRADED FUN

-$2.0M

27,769 -76%

减持

GOOG ALPHABET INC

-$939.5K

19,950 -6%

建仓

POW TIDAL TRUST III

+$936.0K

38,612

增持

SCHD SCHWAB STRATEGIC TR

+$713.2K

67,031 +37%

增持

VYMI VANGUARD WHITEHALL FDS

+$663.4K

19,046 +51%

减持

AAPL APPLE INC

-$660.7K

19,872 -5%

建仓

QQQM INVESCO EXCH TRADED FD TR II

+$585.5K

2,464

增持

COWZ PACER FDS TR

+$533.6K

50,112 +17%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$529.0K

4,134 +200%

增持

AMZN AMAZON COM INC

-$522.7K

24,275 +0%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$519.2K

66,838 +12%

增持

KOID KRANESHARES TRUST

+$506.2K

46,205 +57%

减持

JEPI J P MORGAN EXCHANGE TRADED F

-$487.2K

68,252 -10%

增持

QQQ INVESCO QQQ TR

+$481.1K

1,645 +116%

减持

TXS TEXAS CAPITAL FUNDS TRUST

-$448.2K

24,500 -36%

减持

NVDA NVIDIA CORPORATION

-$419.4K

7,451 -19%

减持

META META PLATFORMS INC

-$393.3K

1,237 -26%

增持

ADPV SERIES PORTFOLIOS TR

+$371.3K

49,899 +23%

增持

IBIT ISHARES BITCOIN TRUST ETF

+$349.4K

10,552 +835%

减持

CBXJ CALAMOS ETF TR

-$341.6K

3,350 -82%

增持

RUSC RUSSELL INVTS EXCHANGE TRADE

+$330.4K

23,939 +71%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$328.4K

4,731 +23%

减持

GPIX GOLDMAN SACHS ETF TR

-$311.2K

5,676 -50%

增持

SPY STATE STR SPDR S&P 500 ETF T

+$309.6K

2,455 +30%

减持

JTEK J P MORGAN EXCHANGE TRADED F

-$296.8K

12,741 -12%

减持

IJR ISHARES TR

-$276.6K

1,099 -68%

减持

VTV VANGUARD INDEX FDS

-$249.9K

2,533 -35%

减持

NOW SERVICENOW INC

-$228.4K

1,750 -35%

减持

SCHG SCHWAB STRATEGIC TR

-$195.3K

13,660 -25%

减持

BX BLACKSTONE INC

-$194.4K

1,903 -29%

减持

USFR WISDOMTREE TR

-$194.3K

175,039 -2%

清仓

INTC INTEL CORP

-$184.5K

0 -100%

增持

MSFT MICROSOFT CORP

-$182.4K

4,424 +18%

增持

JNJ JOHNSON & JOHNSON

+$179.3K

1,713 +48%

减持

ETHW BITWISE ETHEREUM ETF

-$171.2K

1,574 -83%

增持

PEP PEPSICO INC

+$167.0K

2,172 +85%

增持

— EXXON MOBIL CORP

+$164.9K

1,818 +53%

减持

VXUS VANGUARD STAR FDS

-$160.4K

11,326 -17%

减持

CBXO CALAMOS ETF TR

-$151.0K

14,224 -30%

减持

JCPB J P MORGAN EXCHANGE TRADED F

-$150.9K

12,223 -20%

减持

HELO J P MORGAN EXCHANGE TRADED F

-$150.5K

5,624 -27%

增持

CVX CHEVRON CORPORATION

+$145.0K

1,601 +31%

增持

NEE NEXTERA ENERGY INC

+$143.0K

3,716 +48%

减持

BUFR FIRST TR EXCHNG TRADED FD VI

-$140.5K

128,432 -2%

减持

BND VANGUARD BD INDEX FDS

-$138.6K

4,145 -31%

建仓

BBB CYBER HORNET TR

+$137.3K

5,129

清仓

VXF VANGUARD INDEX FDS

-$129.2K

0 -100%

增持

JPM JPMORGAN CHASE & CO

+$127.0K

978 +96%

清仓

KODK EASTMAN KODAK CO

-$126.9K

0 -100%

增持

HSY HERSHEY CO

+$126.2K

1,184 +80%

建仓

CAIE CALAMOS ETF TR

+$111.8K

4,449

增持

VICI VICI PPTYS INC

+$111.7K

6,443 +174%

增持

HD HOME DEPOT INC

+$107.5K

1,237 +42%

增持

EQWL INVESCO EXCHANGE TRADED FD T

+$95.6K

2,089 +70%

减持

AGIX KRANESHARES TRUST

-$95.1K

2,711 -46%

增持

RBRK RUBRIK INC.

+$94.2K

4,229 +187%

增持

HON HONEYWELL INTL INC

+$89.5K

1,194 +29%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$89.4K

1,999 -46%

增持

NKE NIKE INC

+$86.8K

7,186 +56%

增持

KMB KIMBERLY-CLARK CORP

+$84.5K

1,249 +241%

增持

O REALTY INCOME CORP

+$83.8K

4,755 +29%

增持

HRL HORMEL FOODS CORP

+$80.1K

5,098 +241%

增持

UNH UNITEDHEALTH GROUP INC

+$79.2K

356 +585%

减持

JEPQ J P MORGAN EXCHANGE TRADED F

-$78.6K

3,529 -25%

增持

PFE PFIZER INC

+$78.2K

6,528 +55%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$77.9K

856 -28%

增持

NFLX NETFLIX INC.

+$77.1K

875 +1067%

减持

CBTO CALAMOS ETF TR

-$72.6K

23,836 -7%

减持

CBTJ CALAMOS ETF TR

-$72.4K

115 -97%

清仓

DJD INVESCO EXCHANGE TRADED FD T

-$68.6K

0 -100%

清仓

DIA SPDR DOW JONES INDL AVERAGE

-$67.8K

0 -100%

增持

CSX CSX CORP

+$67.3K

3,423 +70%

增持

MCD MCDONALDS CORP

+$66.1K

432 +94%

减持

AVGO BROADCOM INC

-$64.9K

695 -14%

减持

ETH GRAYSCALE ETHEREUM STAKING

-$63.9K

1,798 -49%

清仓

UMAC UNUSUAL MACHS INC

-$63.7K

0 -100%

减持

ICSH ISHARES TR

-$62.8K

470 -73%

减持

CTA SIMPLIFY EXCHANGE TRADED FUN

-$60.9K

3,276 -44%

增持

ELV ELEVANCE HEALTH INC FORMERLY

+$59.1K

584 +83%

减持

HYLS FIRST TR EXCHANGE-TRADED FD

-$58.5K

4,555 -22%

增持

D DOMINION ENERGY INC

+$58.2K

2,095 +72%

增持

SBUX STARBUCKS CORP

+$57.0K

1,374 +75%

减持

NTRA NATERA INC

-$56.3K

60 -80%

减持

BABA ALIBABA GROUP HLDG LTD

-$55.8K

1,668 -8%

减持

FIXD FIRST TR EXCHNG TRADED FD VI

-$55.1K

4,000 -23%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$55.0K

492 +180%

减持

CBXA CALAMOS ETF TR

-$54.9K

285 -87%

减持

VCRB VANGUARD MALVERN FDS

-$53.7K

1,200 -36%

减持

IWM ISHARES TR

-$52.0K

252 -46%

清仓

VTWV VANGUARD SCOTTSDALE FDS

-$48.5K

0 -100%

增持

CAT CATERPILLAR INC

+$47.0K

127 +69%

增持

MSTR STRATEGY INC

-$46.6K

3,127 +9%

增持

CPB THE CAMPBELLS COMPANY

+$46.2K

3,394 +221%

增持

AFL AFLAC INC

+$45.8K

855 +97%

增持

TFII TRANSFORCE INC

+$45.4K

633 +178%

减持

VUG VANGUARD INDEX FDS

-$43.1K

252 -20%

增持

SYY SYSCO CORP

+$42.5K

716 +517%

增持

Z ZILLOW GROUP INC

-$42.5K

5,267 +38%

增持

TGT TARGET CORP

+$42.3K

703 +60%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$41.9K

6,384 -11%

增持

QTUM ETF SER SOLUTIONS

+$41.4K

2,003 +27%

减持

BAC BANK AMERICA CORP

-$41.4K

53 -93%

增持

UNP UNION PAC CORP

+$39.2K

314 +96%

减持

OWNB BITWISE FUNDS TRUST

-$39.1K

27 -99%

减持

— ASML HLDG NV

-$38.8K

50 -49%

增持

CARR CARRIER GLOBAL CORPORATION

+$38.6K

1,102 +149%

减持

GRAL GRAIL INC

-$38.2K

134 -75%

增持

PYPL PAYPAL HLDGS INC

+$38.2K

2,015 +122%

减持

SKYY FIRST TR EXCHANGE-TRADED FD

-$37.9K

1,320 -6%

减持

IVV ISHARES TR

-$37.1K

372 -9%

增持

GIS GENERAL MILLS INC

+$35.7K

3,793 +67%

增持

PLTR PALANTIR TECHNOLOGIES INC

-$35.5K

1,223 +1%

增持

APD AIR PRODUCTS AND CHEMICALS I

+$34.9K

224 +84%

增持

CELH CELSIUS HLDGS INC

+$34.3K

3,662 +75%

清仓

WINN HARBOR ETF TRUST

-$32.7K

0 -100%

减持

VOO VANGUARD INDEX FDS

-$32.1K

69 -41%

减持

CMG CHIPOTLE MEXICAN GRILL INC

-$31.7K

50 -94%

增持

PFF ISHARES TR

+$31.1K

1,427 +262%

减持

IUSV ISHARES TR

-$31.0K

781 -28%

减持

XLV SELECT SECTOR SPDR TR

-$30.6K

338 -35%

清仓

BROS DUTCH BROS INC

-$30.6K

0 -100%

建仓

CME CME GROUP INC

+$30.5K

103

增持

RTX RTX CORPORATION

+$30.5K

741 +21%

清仓

IEI ISHARES TR

-$30.1K

0 -100%

增持

TSLA TESLA INC

+$29.3K

640 +38%

增持

PFFR ETFIS SER TR I

+$29.0K

2,370 +260%

减持

QCOM QUALCOMM INC

-$27.6K

494 -7%

增持

PFXF VANECK ETF TRUST

+$27.4K

2,237 +234%

建仓

ITA ISHARES TR

+$27.3K

125

清仓

BMNR BITMINE IMMERSION TECNOLOGIE

-$26.9K

0 -100%

增持

DRNZ REX ETF TR

+$26.9K

1,379 +391%

增持

GD GENERAL DYNAMICS CORP

+$26.5K

186 +68%

减持

RKLB ROCKET LAB CORP

-$26.3K

74 -83%

增持

PG PROCTER & GAMBLE CO

+$25.6K

612 +40%

减持

FPEI FIRST TR EXCH TRADED FD III

-$24.5K

6,044 -16%

减持

FLIN FRANKLIN TEMPLETON ETF TR

-$24.4K

195 -76%

增持

SO SOUTHERN CO

+$24.3K

513 +78%

清仓

— VS TRUST

-$23.9K

0 -100%

减持

SCHW SCHWAB CHARLES CORP

-$23.8K

551 -27%

增持

SNA SNAP ON INC

+$23.4K

67 +2133%

减持

PANW PALO ALTO NETWORKS INC

-$23.0K

121 -47%

减持

RGTI RIGETTI COMPUTING INC

-$23.0K

890 -44%

减持

PTLC PACER FDS TR

-$22.8K

4,705 -2%

建仓

— THOMSON REUTERS CORP

+$22.0K

245

减持

DELL DELL TECHNOLOGIES INC

+$21.0K

1,042 -13%

减持

HOOD ROBINHOOD MKTS INC

-$20.7K

139 -48%

增持

V VISA INC

+$20.5K

224 +66%

增持

UPS UNITED PARCEL SVCS INC

+$20.4K

779 +37%

清仓

SHV ISHARES TR

-$20.2K

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。