Ancora Advisors, LLC
- SEC CIK
- 0001446114
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/11/12 申報。只含多頭部位。
- 持股檔數
- 1,785
- 2020 年第 4 季沒有 13F 資料
- 總值
- $35.9 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KSSKOHLS Corp | Stock | 3,317,123 | $1.98 億 | 5.5% | – | – | 歷史 |
| FWRDForward Air Corp | COM | 1,753,799 | $1.56 億 | 4.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 312,095 | $1.14 億 | 3.2% | – | – | – |
| AAPLApple Inc. | Stock | 641,015 | $7,830 萬 | 2.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 239,266 | $5,641 萬 | 1.6% | – | – | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 401,049 | $5,624 萬 | 1.6% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,059,170 | $5,376 萬 | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 292,308 | $4,450 萬 | 1.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 263,666 | $4,333 萬 | 1.2% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 455,104 | $4,169 萬 | 1.2% | – | – | – |
| DISWalt Disney Co | Stock | 215,722 | $3,981 萬 | 1.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 174,693 | $3,792 萬 | 1.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 928,794 | $3,594 萬 | 1.0% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 361,633 | $3,473 萬 | 1.0% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 189,176 | $3,347 萬 | 0.9% | – | – | – |
| HDHome Depot, Inc. | Stock | 107,798 | $3,291 萬 | 0.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 304,493 | $3,191 萬 | 0.9% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 127,230 | $3,166 萬 | 0.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 67,331 | $3,122 萬 | 0.9% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 83,343 | $3,101 萬 | 0.9% | – | – | 歷史 |
| BERYBerry Global Group, Inc. | COM | 483,690 | $2,970 萬 | 0.8% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 531,670 | $2,868 萬 | 0.8% | – | – | – |
| ABBVAbbVie Inc. | Stock | 258,458 | $2,797 萬 | 0.8% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 365,987 | $2,753 萬 | 0.8% | – | – | 歷史 |
| AVTAAvantax, Inc. | COM | 1,637,028 | $2,724 萬 | 0.8% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 131,215 | $2,659 萬 | 0.7% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 190,737 | $2,638 萬 | 0.7% | – | – | 歷史 |
| CFGCitizens Financial Group Inc | COM | 594,839 | $2,626 萬 | 0.7% | – | – | 歷史 |
| Nestle SA ADR641069406 | COM | 233,258 | $2,611 萬 | 0.7% | – | – | – |
| PGProcter & Gamble Co | Stock | 190,513 | $2,580 萬 | 0.7% | – | – | 歷史 |
| MDUMdu Resources Group Inc | Stock | 810,355 | $2,562 萬 | 0.7% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 171,768 | $2,526 萬 | 0.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 63,505 | $2,526 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 90,614 | $2,315 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 104,168 | $2,306 萬 | 0.6% | – | – | – |
| ACNAccenture plc | Stock | 82,494 | $2,279 萬 | 0.6% | – | – | 歷史 |
| DBDDiebold Nixdorf, Inc | COM | 1,599,793 | $2,261 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 433,644 | $2,242 萬 | 0.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 168,136 | $2,234 萬 | 0.6% | – | – | 歷史 |
| OSPNOneSpan Inc. | COM | 901,709 | $2,209 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 96,914 | $2,172 萬 | 0.6% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 140,869 | $2,137 萬 | 0.6% | – | – | – |
| BLKBlackRock, Inc. | COM | 27,646 | $2,084 萬 | 0.6% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 107,546 | $2,033 萬 | 0.6% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 385,470 | $2,006 萬 | 0.6% | – | – | – |
| WWWWolverine World Wide Inc | COM | 521,717 | $1,999 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,217 | $1,924 萬 | 0.5% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 66,280 | $1,865 萬 | 0.5% | – | – | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 267,061 | $1,864 萬 | 0.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 156,013 | $1,843 萬 | 0.5% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 496,555 | $1,768 萬 | 0.5% | – | – | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 265,780 | $1,768 萬 | 0.5% | – | – | 歷史 |
| APGAPi Group Corp | COM STK | 851,320 | $1,761 萬 | 0.5% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 178,296 | $1,694 萬 | 0.5% | – | – | 歷史 |
| VOYAVoya Financial, Inc. | COM | 256,397 | $1,632 萬 | 0.5% | – | – | 歷史 |
| ASHAshland Inc. | COM | 181,532 | $1,611 萬 | 0.4% | – | – | 歷史 |
| ACAArcosa, Inc. | COM | 246,059 | $1,602 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 221,509 | $1,596 萬 | 0.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 173,498 | $1,594 萬 | 0.4% | – | – | – |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 353,656 | $1,560 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 7,244 | $1,499 萬 | 0.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 41,417 | $1,475 萬 | 0.4% | – | – | 歷史 |
| EMNEastman Chemical Co | Stock | 133,279 | $1,468 萬 | 0.4% | – | – | 歷史 |
| ESIElement Solutions Inc | COM | 798,046 | $1,460 萬 | 0.4% | – | – | 歷史 |
| UGIUgi Corp | Stock | 344,455 | $1,413 萬 | 0.4% | – | – | 歷史 |
| DTEDte Energy Co | COM | 103,560 | $1,379 萬 | 0.4% | – | – | 歷史 |
| BIGGQFormer BL Stores Inc | COM | 198,437 | $1,355 萬 | 0.4% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 91,483 | $1,355 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 42,124 | $1,344 萬 | 0.4% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 159,982 | $1,315 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 265,166 | $1,302 萬 | 0.4% | – | – | – |
| RJFRaymond James Financial Inc | COM | 106,235 | $1,302 萬 | 0.4% | – | – | 歷史 |
| EXPEagle Materials Inc | COM | 95,600 | $1,285 萬 | 0.4% | – | – | 歷史 |
| CLBKColumbia Financial, Inc. | COM | 724,910 | $1,267 萬 | 0.4% | – | – | 歷史 |
| Vonage Holdings Corp92886T201 | COM | 1,068,138 | $1,263 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 58,039 | $1,243 萬 | 0.3% | – | – | – |
| HILHill International, Inc. | COM | 3,747,135 | $1,199 萬 | 0.3% | – | – | 歷史 |
| HSICHenry Schein Inc | COM | 172,264 | $1,193 萬 | 0.3% | – | – | 歷史 |
| ARNCArconic Corp | COM | 455,923 | $1,158 萬 | 0.3% | – | – | 歷史 |
| VNTVontier Corp | Stock | 371,804 | $1,125 萬 | 0.3% | – | – | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 64,557 | $1,117 萬 | 0.3% | – | – | – |
| JAXJ. Alexander's Holdings, Inc. | COM | 1,138,275 | $1,097 萬 | 0.3% | – | – | 歷史 |
| CHXChampionX Corp | COM | 492,339 | $1,070 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 74,643 | $1,056 萬 | 0.3% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 110,348 | $1,047 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 39,785 | $1,036 萬 | 0.3% | – | – | – |
| VVVValvoline Inc | COM | 389,801 | $1,016 萬 | 0.3% | – | – | 歷史 |
| PCHPotlatchdeltic Corp | COM | 191,578 | $1,014 萬 | 0.3% | – | – | 歷史 |
| QVCGAOld QVC Group, Inc. | COM SER A | 850,446 | $1,000 萬 | 0.3% | – | – | 歷史 |
| CNXCConcentrix Corp | Stock | 65,770 | $984.7 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 89,758 | $974.2 萬 | 0.3% | – | – | – |
| Regional Brands Inc Com New75903Q201 | COM | 607,750 | $972.4 萬 | 0.3% | – | – | – |
| SPHRSphere Entertainment Co. | CL A | 118,825 | $972.0 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 150,275 | $961.8 萬 | 0.3% | – | – | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 343,320 | $955.1 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 81,503 | $928.6 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,375 | $926.4 萬 | 0.3% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 159,658 | $917.3 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,397 | $906.9 萬 | 0.3% | – | – | 歷史 |
| CLDBCortland Bancorp Inc | COM | 409,500 | $901.8 萬 | 0.3% | – | – | 歷史 |
選擇權（43 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Tr464287955 | PUT | $885.5 萬 | – |
| Kohls Corp500255904 | CALL | – | $745.6 萬 |
| SPDR S&P 500 ETF Tr78462F953 | PUT | $242.0 萬 | – |
| SPDR Ser Tr78464A958 | PUT | $234.6 萬 | – |
| Invesco QQQ Tr46090E953 | PUT | $125.7 萬 | – |
| Diebold Inc253651903 | CALL | – | $58.8 萬 |
| Ashland Global Hldgs Inc044186954 | PUT | $55.8 萬 | – |
| Select Sector SPDR Tr81369Y954 | PUT | $46.3 萬 | – |
| Paramount Global92556H107 | CL A | – | $38.5 萬 |
| iShares Tr464287958 | PUT | $37.0 萬 | – |
| iShares Tr464287952 | PUT | $32.1 萬 | – |
| Discovery Inc25470F904 | CALL | – | $27.6 萬 |
| Vonage Hldgs Corp92886T951 | PUT | $25.6 萬 | – |
| SPDR Series Trust78464A954 | PUT | $16.4 萬 | – |
| Kohls Corp500255954 | PUT | $15.8 萬 | – |
| BKLN 210416P0001500046138G958 | PUT | $12.7 萬 | – |
| iShares Tr464288953 | PUT | $12.7 萬 | – |
| iShares Tr464288869 | MICRO-CAP ETF | $12.4 萬 | – |
| Diebold Inc253651953 | PUT | $12.4 萬 | – |
| RTH 210618P0015000092189F954 | PUT | $10.9 萬 | – |
| Guess Inc401617955 | PUT | $9.80 萬 | – |
| Ief 210618C00115000464287900 | CALL | – | $9.60 萬 |
| Select Sector SPDR Tr81369Y955 | put | $6.90 萬 | – |
| Macys Inc55616P954 | PUT | $6.40 萬 | – |
| iShares Tr464287905 | CALL | – | $6.20 萬 |
| Nordstrom Inc655664950 | PUT | $5.90 萬 | – |
| SPX Corp784635954 | PUT | $4.70 萬 | – |
| G III Apparel Group Ltd36237H951 | PUT | $4.40 萬 | – |
| Invesco Exchng Traded FD Tr46138G956 | PUT | $4.30 萬 | – |
| Select Sector SPDR Tr81369Y956 | PUT | – | $4.30 萬 |
| FedEx Corp31428X956 | PUT | $3.50 萬 | – |
| iShares Silver Tr46428Q909 | CALL | – | $2.90 萬 |
| PVH Corporation693656950 | PUT | $2.70 萬 | – |
| CSX Corp126408953 | PUT | $2.10 萬 | – |
| ProShares Tr74347W900 | CALL | – | $1.80 萬 |
| iShares Tr464287902 | CALL | – | $1.70 萬 |
| Union Pac Corp907818958 | PUT | $1.60 萬 | – |
| Norfolk Southn Corp655844958 | PUT | $1.10 萬 | – |
| AMC Networks Inc00164V903 | CALL | – | $7,000 |
| Expeditors Intl Wash Inc302130959 | PUT | $6,000 | – |
| Collaborative Investmnt Ser19423L952 | PUT | $4,000 | – |
| SPDR Ser Tr78468R906 | CALL | – | $4,000 |
| Phillips 66718546954 | PUT | $1,000 | – |