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Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2021 年第 2 季持倉

持倉截至 2021/6/30,2021/11/12 申報。只含多頭部位,變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
1,991
較 2021 年第 1 季 +206
總值
$38.1 億
較 2021 年第 1 季 +$2.12 億 (+5.9%)
申報日
2021/11/12
修正SEC
Ancora Advisors, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
KSSKOHLS CorpStock3,493,586$1.93 億5.1%+176,463+5.3%加碼歷史
FWRDForward Air CorpCOM1,845,253$1.66 億4.4%+91,454+5.2%加碼歷史
Vanguard S&P 500 ETF922908363ETF315,315$1.24 億3.3%+3,220+1.0%加碼–
AAPLApple Inc.Stock630,546$8,636 萬2.3%−10,469−1.6%減碼歷史
MSFTMicrosoft CorpStock234,784$6,360 萬1.7%−4,482−1.9%減碼歷史
Vanguard World FD921910873MEGA CAP INDEX401,072$6,110 萬1.6%+230.0%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,024,004$5,196 萬1.4%−35,166−3.3%減碼–
iShares Tr464287150CORE S&P TTL STK457,016$4,514 萬1.2%+1,912+0.4%加碼–
JPMJPMorgan Chase & CoStock289,357$4,501 萬1.2%−2,951−1.0%減碼歷史
JNJJohnson & JohnsonStock258,192$4,254 萬1.1%−5,474−2.1%減碼歷史
BERYBerry Global Group, Inc.COM590,229$3,849 萬1.0%+106,539+22.0%加碼歷史
HONHoneywell International IncCOM172,731$3,789 萬1.0%−1,962−1.1%減碼歷史
BACBank of America CorpStock917,020$3,781 萬1.0%−11,774−1.3%減碼歷史
DISWalt Disney CoStock212,754$3,740 萬1.0%−2,968−1.4%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF349,874$3,638 萬1.0%−11,759−3.3%減碼–
Vanguard Index FDS922908652EXTEND MKT ETF188,867$3,562 萬0.9%−309−0.2%減碼–
HDHome Depot, Inc.Stock107,307$3,422 萬0.9%−491−0.5%減碼歷史
UNHUnitedHealth Group IncStock81,505$3,264 萬0.9%−1,838−2.2%減碼歷史
AVGOBroadcom Inc.Stock67,685$3,228 萬0.8%+354+0.5%加碼歷史
CVXChevron CorpStock303,429$3,178 萬0.8%−1,064−0.3%減碼歷史
ABBVAbbVie Inc.Stock274,719$3,094 萬0.8%+16,261+6.3%加碼歷史
CVSCVS Health CorpStock364,525$3,042 萬0.8%−1,462−0.4%減碼歷史
Schwab US Aggregate Bond ETF808524839ETF542,188$2,960 萬0.8%+10,518+2.0%加碼–
AMGNAmgen IncStock120,823$2,945 萬0.8%−6,407−5.0%減碼歷史
Nestle SA ADR641069406COM231,222$2,882 萬0.8%−2,036−0.9%減碼–
AVTAAvantax, Inc.COM1,637,357$2,834 萬0.7%+3290.0%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock130,152$2,813 萬0.7%−1,063−0.8%減碼歷史
ETNEaton Corp plcStock188,237$2,789 萬0.7%−2,500−1.3%減碼歷史
CFGCitizens Financial Group IncCOM595,613$2,732 萬0.7%+774+0.1%加碼歷史
OSPNOneSpan Inc.COM1,053,885$2,692 萬0.7%+152,176+16.9%加碼歷史
iShares Core S&P 500 ETF464287200ETF62,326$2,680 萬0.7%−1,179−1.9%減碼–
NKENIKE, Inc.Stock166,803$2,577 萬0.7%−1,333−0.8%減碼歷史
PGProcter & Gamble CoStock188,756$2,547 萬0.7%−1,757−0.9%減碼歷史
BRK.BBerkshire Hathaway IncStock89,039$2,475 萬0.7%−1,575−1.7%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF104,104$2,471 萬0.6%−64−0.1%減碼–
GPREGreen Plains Inc.COM728,504$2,449 萬0.6%+728,124+191,611.6%加碼歷史
ACNAccenture plcStock82,290$2,426 萬0.6%−204−0.2%減碼歷史
BLKBlackRock, Inc.COM27,171$2,377 萬0.6%−475−1.7%減碼歷史
CSCOCisco Systems, Inc.Stock435,533$2,308 萬0.6%+1,889+0.4%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF140,869$2,259 萬0.6%00.0%不變–
HLIHoulihan Lokey, Inc.CL A271,745$2,223 萬0.6%+5,965+2.2%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF142,320$2,203 萬0.6%−29,448−17.1%減碼–
MCDMcDonalds CorpStock93,160$2,152 萬0.6%−3,754−3.9%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF394,953$2,145 萬0.6%+9,483+2.5%加碼–
NatixisF6483L100COM4,484,153$2,125 萬0.6%+4,484,153新進–
DFSDiscover Financial ServicesCOM177,075$2,095 萬0.6%−1,221−0.7%減碼歷史
AMZNAmazon Com IncStock6,022$2,072 萬0.5%−195−3.1%減碼歷史
TXNTexas Instruments IncStock107,315$2,064 萬0.5%−231−0.2%減碼歷史
DBDDiebold Nixdorf, IncCOM1,575,241$2,023 萬0.5%−24,552−1.5%減碼歷史
APDAir Products & Chemicals, Inc.Stock68,377$1,967 萬0.5%+2,097+3.2%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM270,798$1,958 萬0.5%+3,737+1.4%加碼歷史
MDTMedtronic plcStock155,786$1,934 萬0.5%−227−0.1%減碼歷史
MDUMdu Resources Group IncStock599,435$1,879 萬0.5%−210,920−26.0%減碼歷史
GOOGAlphabet Inc.Stock7,179$1,799 萬0.5%−65−0.9%減碼歷史
Vanguard Real Estate ETF922908553ETF174,409$1,775 萬0.5%+911+0.5%加碼–
APGAPi Group CorpCOM STK821,650$1,716 萬0.5%−29,670−3.5%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF229,154$1,715 萬0.5%+7,645+3.5%加碼–
WYWeyerhaeuser CoCOM NEW495,185$1,704 萬0.4%−1,370−0.3%減碼歷史
ESIElement Solutions IncCOM720,769$1,685 萬0.4%−77,277−9.7%減碼歷史
ASHAshland Inc.COM190,887$1,670 萬0.4%+9,355+5.2%加碼歷史
EMNEastman Chemical CoStock141,756$1,655 萬0.4%+8,477+6.4%加碼歷史
WWWWolverine World Wide IncCOM482,432$1,623 萬0.4%−39,285−7.5%減碼歷史
ARNCArconic CorpCOM446,858$1,592 萬0.4%−9,065−2.0%減碼歷史
UGIUgi CorpStock342,160$1,585 萬0.4%−2,295−0.7%減碼歷史
Invesco QQQ Trust Series I46090E103ETF42,668$1,512 萬0.4%+544+1.3%加碼–
Vonage Holdings Corp92886T201COM1,034,004$1,490 萬0.4%−34,134−3.2%減碼–
MAMastercard IncStock39,711$1,450 萬0.4%−1,706−4.1%減碼歷史
VISNVistance Networks, Inc.COM673,860$1,436 萬0.4%+443,280+192.2%加碼歷史
MARMarriott International IncStock102,589$1,401 萬0.4%+11,106+12.1%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF60,829$1,370 萬0.4%+2,790+4.8%加碼–
Vanguard Short-Term Bond ETF921937827ETF166,361$1,367 萬0.4%+6,379+4.0%加碼–
RJFRaymond James Financial IncCOM104,540$1,358 萬0.4%−1,695−1.6%減碼歷史
JAXJ. Alexander's Holdings, Inc.COM1,133,305$1,319 萬0.3%−4,970−0.4%減碼歷史
BIGGQFormer BL Stores IncCOM199,595$1,318 萬0.3%+1,158+0.6%加碼歷史
PBPBPotbelly CorpCOM1,659,667$1,311 萬0.3%+601,294+56.8%加碼歷史
VNTVontier CorpStock399,664$1,302 萬0.3%+27,860+7.5%加碼歷史
HSICHenry Schein IncCOM173,924$1,290 萬0.3%+1,660+1.0%加碼歷史
VOYAVoya Financial, Inc.COM207,870$1,278 萬0.3%−48,527−18.9%減碼歷史
Liberty Media Corp Del531229607COM C SIRIUSXM265,195$1,230 萬0.3%−88,461−25.0%減碼–
CLBKColumbia Financial, Inc.COM713,390$1,228 萬0.3%−11,520−1.6%減碼歷史
VVVValvoline IncCOM371,326$1,205 萬0.3%−18,475−4.7%減碼歷史
CNXCConcentrix CorpStock74,055$1,191 萬0.3%+8,285+12.6%加碼歷史
QVCGAOld QVC Group, Inc.COM SER A899,386$1,177 萬0.3%+48,940+5.8%加碼歷史
DTEDte Energy CoCOM90,651$1,175 萬0.3%−12,909−12.5%減碼歷史
EOGEOG Resources IncStock130,112$1,086 萬0.3%+130,042+185,774.3%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF39,880$1,072 萬0.3%+95+0.2%加碼–
SPHRSphere Entertainment Co.CL A125,965$1,058 萬0.3%+7,140+6.0%加碼歷史
PEPPepsiCo IncStock71,256$1,056 萬0.3%−3,387−4.5%減碼歷史
SPYSPDR S&P 500 ETF TrustETF24,327$1,041 萬0.3%+952+4.1%加碼歷史
GOOGLAlphabet Inc.Stock4,167$1,017 萬0.3%−230−5.2%減碼歷史
PRGPROG Holdings, Inc.Stock210,913$1,015 萬0.3%+66,273+45.8%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF88,966$1,005 萬0.3%−792−0.9%減碼–
MBCNMiddlefield Banc CorpCOM NEW417,574$985.5 萬0.3%+4,035+1.0%加碼歷史
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 60081,503$981.9 萬0.3%00.0%不變–
CHXChampionX CorpCOM379,954$974.6 萬0.3%−112,385−22.8%減碼歷史
GMGeneral Motors CoCOM163,831$969.4 萬0.3%+4,173+2.6%加碼歷史
Schwab International Equity ETF808524805ETF243,398$960.2 萬0.3%+8,724+3.7%加碼–
ACAArcosa, Inc.COM162,275$953.2 萬0.3%−83,784−34.1%減碼歷史
AANAaron's Company, Inc.COM297,835$952.8 萬0.3%−11,920−3.8%減碼歷史
Regional Brands Inc Com New75903Q201COM607,750$943.9 萬0.2%00.0%不變–

選擇權(36 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。

Ancora Advisors, LLC 在 2021 年第 2 季的選擇權部位
證券類別賣權買權
iShares Tr464287955PUT$497.1 萬–
Kohls Corp500255904CALL–$356.7 萬
iShares Tr464287952PUT$346.4 萬–
iShares Tr464287630RUS 2000 VAL ETF$270.1 萬–
SPDR Ser Tr78464A958PUT$160.3 萬–
Green Plains Inc393222954PUT$100.5 萬–
Kohls Corp500255954PUT$100.4 萬–
SPDR Series Trust78464A954PUT$91.4 萬–
SPDR S&P 500 ETF Tr78462F953PUT$69.7 萬–
Invesco QQQ Tr46090E953PUT$36.9 萬–
Diebold Inc253651903CALL–$35.5 萬
Shopify Inc82509L907CALL–$19.4 萬
Diebold Inc253651953PUT$17.2 萬–
Omeros Corp682143902CALL–$11.8 萬
Norfolk Southn Corp Put Opt 0160U99SRO1PUT$11.5 萬–
CSX Corp126408953PUT$11.4 萬–
FedEx Corp Put Opt 01/22 290.04IY99ALU1PUT$11.2 萬–
iShares Tr464287958PUT$10.3 萬–
BKLN 210416P0001500046138G958PUT$9.80 萬–
Union Pac Corp Put Opt 01/22 23IX99DZD0PUT$9.70 萬–
Ashland Global Hldgs Inc044186954PUT$8.10 萬–
Expeditors Intl Wash Inc Put O40B99RDB9PUT$6.90 萬–
iShares Tr464288953PUT$6.40 萬–
ProShares Tr74347W900CALL–$5.80 萬
iShares Tr464288869MICRO-CAP ETF$4.20 萬–
iShares Silver Tr46428Q909CALL–$2.80 萬
Select Sector SPDR Tr81369Y955put$2.10 萬–
SPX Corp784635954PUT$1.80 萬–
RTH 210618P0015000092189F954PUT$8,000–
Nordstrom Inc655664950PUT$6,000–
Macys Inc55616P954PUT$5,000–
Fubotv Inc35953D954PUT$4,000–
Aon PLCG0403H958PUT$4,000–
Collaborative Investmnt Ser19423L952PUT$3,000–
Invesco Exchng Traded FD Tr46138G956PUT$3,000–
SPDR Ser Tr78468R906CALL–$3,000

2021 年第 1 季之後清倉(249 檔)

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 249 檔。

Ancora Advisors, LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
IAC Interactivecorp New44891N109COM22,801$493.2 萬0.1%–
ESXBCommunity Bankers Trust CorpCOM449,361$396.3 萬0.1%歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH21,608$346.8 萬0.1%–
THSTreeHouse Foods, Inc.COM55,302$288.9 萬0.1%歷史
TBBKBancorp, Inc.COM109,396$226.7 萬0.1%歷史
Houston Wire & Cable Co44244K109COM326,782$170.6 萬<0.1%–
Boa Acquisition Corp05601A208UNIT 99/99/9999158,100$156.7 萬<0.1%–
Property Solutions Acquisiti74350A207UNIT 03/01/2026152,462$149.9 萬<0.1%–
Digital Transformatn Opt Cor25401K206UNIT 03/31/2028117,140$115.7 萬<0.1%–
Stratim Cloud Acquisition Corp.86309R206UNIT 03/05/2026102,300$102.3 萬<0.1%–
Ross Acquisition Corp IIG7641C122UNIT 99/99/9999102,455$102.0 萬<0.1%–
SLPSimulations Plus, Inc.COM15,463$97.8 萬<0.1%歷史
Alkuri Global Acquisition Corp.66981N202UNIT 01/01/202897,099$95.9 萬<0.1%–
Oyster Enterprises Acq Corp69242M203UNIT 01/20/202696,305$95.2 萬<0.1%–
G&P Acquisition Corp36146G202UNIT 02/28/202893,489$92.7 萬<0.1%–
Bite Acquisition Corp.09175K204UNIT 99/99/999992,619$91.4 萬<0.1%–
Agile Growth Corp.G01202129UNIT 03/09/202692,090$91.4 萬<0.1%–
Accelerate Acquisition Corp.00439D201UNIT 99/99/999981,400$80.8 萬<0.1%–
M3-Brigade Acquisition II Corp.553800202UNIT 99/99/999980,800$80.2 萬<0.1%–
Anzu Special Acquisitin Corp03737A200UNIT 01/27/202677,786$77.6 萬<0.1%–
Mohawk Group Hldgs Inc608189106COM25,470$75.1 萬<0.1%–
Atlantic Coastal Acquistn Co048453203UNIT 03/02/202675,205$74.1 萬<0.1%–
RXR Acquisition Corp74981W206UNIT 01/01/202574,300$73.2 萬<0.1%–
Kadem Sustainable Impact Cor48284E204UNIT 03/17/202671,294$70.6 萬<0.1%–
Pine Technology Acquisitn Co722850203UNIT 03/31/202867,677$67.2 萬<0.1%–
PWP Forward Acquisition Corp74709Q200UNIT 03/10/202667,497$67.0 萬<0.1%–
SGCSuperior Group of Companies, Inc.COM23,463$59.6 萬<0.1%歷史
Twin Ridge Capital Acquis CoG9151L112UNIT 99/99/999959,519$59.2 萬<0.1%–
FTAC Hera Acquisition Corp.G3728Y129UNIT 02/28/202655,400$55.3 萬<0.1%–
Virtuoso Acquisition Corp.92837J203UNIT 01/14/202551,398$50.7 萬<0.1%–
DHC Acquisition CorpG2758T125UNIT 02/25/202650,528$50.5 萬<0.1%–
Mcap Acquisition Corp55282T208UNIT 02/18/203049,500$49.3 萬<0.1%–
Progress Acquisition Corp.74327P204UNIT 12/25/202548,872$48.3 萬<0.1%–
Warrior Technologies Acqui C936273200UNIT 03/31/202848,063$47.6 萬<0.1%–
FAST Acquisition Corp. II311874200UNIT 03/16/202647,000$46.7 萬<0.1%–
Interprivate IV Infratech PR46064T201UNIT 03/05/202646,600$46.1 萬<0.1%–
Athena Technology Acquisi Co04687A208UNIT 99/99/999945,136$44.6 萬<0.1%–
Colonnade Acquisition Corp IG2284B127UNIT 99/99/999945,192$44.5 萬<0.1%–
Synacor Inc871561106COM200,389$43.9 萬<0.1%–
IDID Auto, Inc.COM CL A54,888$43.1 萬<0.1%歷史
Flame Acquisition Corp33850F207UNIT 99/99/999943,102$42.8 萬<0.1%–
Corazon Capital V838 MonocerG24237110UNIT 03/24/202642,846$42.6 萬<0.1%–
NOTVInotiv, Inc.COM20,340$40.7 萬<0.1%歷史
Twelve Seas Investment Co. II90118T205UNIT 99/99/999940,369$39.8 萬<0.1%–
GX Acquisition Corp II36260F204UNIT 03/17/202639,300$39.0 萬<0.1%–
RAILFreightCar America, Inc.COM58,553$38.6 萬<0.1%歷史
Tailwind Internatnal Acq CorG8662F127UNIT 99/99/999938,540$38.1 萬<0.1%–
Plum Acquisition Corp IG7134L100UNIT 03/15/202635,993$35.8 萬<0.1%–
Landcadia Holdings IV, Inc.51477A203UNIT 05/01/202536,100$35.7 萬<0.1%–
Realpage Inc75606N109COM4,000$34.9 萬<0.1%–
Kismet Acquisition Two CorpG52807123UNIT 99/99/999934,623$34.4 萬<0.1%–
Interprivate III Financial P46064R205UNIT 99/99/999932,600$32.1 萬<0.1%–
Evo Acquisition Corp30052G207UNIT 99/99/999931,889$31.7 萬<0.1%–
Kismet Acquisition Three CorG5276C128UNIT 99/99/999930,929$30.6 萬<0.1%–
MCSMarcus CorpCOM14,750$29.5 萬<0.1%歷史
Silverbox Engaged Merger Co82836L200UNIT 03/31/202828,600$28.3 萬<0.1%–
Synacor Inc Com871995155COM127,948$28.0 萬<0.1%–
Global Partner Acqistn CorpG3934P110UNIT 01/06/202627,600$27.2 萬<0.1%–
Fusion Acquisition Corp. II36118N201UNIT 02/29/202827,071$26.9 萬<0.1%–
TWITitan International IncCOM28,340$26.3 萬<0.1%歷史
Corelogic Inc21871D103COM3,100$24.6 萬<0.1%–
DHB Capital Corp23291W208UNIT 03/31/202822,800$22.6 萬<0.1%–
GIGCAPITAL4 Inc37518G200UNIT 99/99/999922,805$22.5 萬<0.1%–
Tech and Energy Transition87823R201UNIT 03/31/202822,100$22.1 萬<0.1%–
Goldenbridge Acquisition LtdG3970D112UNIT 03/02/202621,989$22.0 萬<0.1%–
GW Pharmaceuticals PLC36197T103ADS1,000$21.7 萬<0.1%–
Noble Rock Acquisition CorpG6546R127UNIT 01/31/202819,629$19.4 萬<0.1%–
Af Acquisition Corp001040203UNIT 03/31/202819,000$18.7 萬<0.1%–
Isos Acquisition CorporationG4962C120UNIT 99/99/999918,282$18.2 萬<0.1%–
Cartesian Growth CorpG19276123UNIT 02/26/202818,083$18.0 萬<0.1%–
Pinnacle Renewable Energy IN72349J107COM20,000$17.9 萬<0.1%–
Disruptive Acquisition CorpG2770Y110UNIT 03/06/202618,098$17.9 萬<0.1%–
Leo Holdings III CorpG5463T116UNIT 99/99/999917,600$17.2 萬<0.1%–
Priveterra Acquisition Corp74275N201UNIT 99/99/999916,770$16.7 萬<0.1%–
Esm Acquisition CorporationG3195H120UNIT 99/99/999916,200$16.1 萬<0.1%–
Velocity Acquisition Corp92259E203UNIT 99/99/999916,093$15.9 萬<0.1%–
Ares Acquisition CorporationG33032114UNIT 99/99/999915,900$15.9 萬<0.1%–
Interprivate II Acquisition46064Q207UNIT 99/99/999916,000$15.8 萬<0.1%–
Northern Star Invest Corp IV66575B200UNIT 02/25/202815,805$15.7 萬<0.1%–
Aurora Acquisition CorpG0698L111UNIT 03/02/202614,800$15.3 萬<0.1%–
Kernel Group Holdings, Inc.G5259L111UNIT 99/99/999915,200$15.2 萬<0.1%–
Tuatara Capital Acquisitn CoG9118J127UNIT 99/99/999915,200$15.2 萬<0.1%–
FRPHFRP Holdings, Inc.COM3,063$15.1 萬<0.1%歷史
Forum Merger IV Corp349875203UNIT 03/15/202815,000$14.8 萬<0.1%–
Decarbonization Plus Acqu II24279D204UNIT 03/19/202614,762$14.7 萬<0.1%–
Sagen Mi Canada Inc786688101EQUITY CN4,100$14.2 萬<0.1%–
NEWTNewtekOne, Inc.COM NEW5,112$13.7 萬<0.1%歷史
Perspecta Inc715347100COM4,501$13.1 萬<0.1%–
Otelco Inc688823301CL A NEW10,980$12.9 萬<0.1%–
CF Acquisition Corp VIII12520C208UNIT 03/31/202812,700$12.6 萬<0.1%–
Shopify Inc82509L907CALL2$12.5 萬<0.1%–
SMTC Corp832682207COM NEW20,253$12.2 萬<0.1%–
Orion Acquisition Corp68626A207UNIT 02/19/202612,047$12.0 萬<0.1%–
Fidelity Merrimack STR Tr316188408LOW DURTIN ETF2,320$11.8 萬<0.1%–
Adit Edtech Acquisition Corp007024201UNIT 99/99/999911,900$11.7 萬<0.1%–
Flir Sys Inc302445101COM2,000$11.3 萬<0.1%–
HMS Hldgs Corp40425J101COM2,850$10.6 萬<0.1%–
Varian Med Sys Inc92220P105COM588$10.4 萬<0.1%–
SCP & Co Healthcare Acqustn784065203UNIT 10/27/202510,337$10.3 萬<0.1%–
One Equity Partners Open WTR68237L204UNIT 01/14/202610,100$10.1 萬<0.1%–