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Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2021 年第 4 季持倉

持倉截至 2021/12/31,2022/2/14 申報。只含多頭部位,變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
2,445
較 2021 年第 3 季 +176
總值
$42.0 億
較 2021 年第 3 季 +$3.61 億 (+9.4%)
申報日
2022/2/14
SEC
Ancora Advisors, LLC 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
FWRDForward Air CorpCOM1,484,354$1.80 億4.3%−388,848−20.8%減碼歷史
KSSKOHLS CorpStock3,515,874$1.74 億4.1%−44,161−1.2%減碼歷史
GPREGreen Plains Inc.COM3,922,613$1.36 億3.2%+149,184+4.0%加碼歷史
Vanguard S&P 500 ETF922908363ETF279,602$1.22 億2.9%+2,284+0.8%加碼–
AAPLApple Inc.Stock640,585$1.14 億2.7%+5,106+0.8%加碼歷史
MSFTMicrosoft CorpStock241,770$8,131 萬1.9%+1,763+0.7%加碼歷史
Vanguard World FD921910873MEGA CAP INDEX401,069$6,741 萬1.6%+70.0%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,215,445$6,136 萬1.5%+966+0.1%加碼–
CHRWC. H. Robinson Worldwide, Inc.COM NEW532,006$5,726 萬1.4%+532,006新進歷史
iShares Tr464287150CORE S&P TTL STK506,913$5,423 萬1.3%+26,244+5.5%加碼–
BERYBerry Global Group, Inc.COM680,411$5,020 萬1.2%+54,331+8.7%加碼歷史
AVGOBroadcom Inc.Stock73,238$4,873 萬1.2%+3,084+4.4%加碼歷史
JPMJPMorgan Chase & CoStock303,182$4,801 萬1.1%+3,995+1.3%加碼歷史
HDHome Depot, Inc.Stock115,218$4,782 萬1.1%+1,639+1.4%加碼歷史
JNJJohnson & JohnsonStock272,937$4,669 萬1.1%+5,583+2.1%加碼歷史
UNHUnitedHealth Group IncStock87,489$4,393 萬1.0%+3,423+4.1%加碼歷史
ABBVAbbVie Inc.Stock321,154$4,348 萬1.0%+12,508+4.1%加碼歷史
BACBank of America CorpStock957,895$4,262 萬1.0%+11,223+1.2%加碼歷史
CVSCVS Health CorpStock397,882$4,105 萬1.0%−253−0.1%減碼歷史
HONHoneywell International IncCOM183,431$3,825 萬0.9%+5,368+3.0%加碼歷史
CVXChevron CorpStock320,268$3,758 萬0.9%+7,402+2.4%加碼歷史
ACNAccenture plcStock89,216$3,698 萬0.9%+792+0.9%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF303,683$3,457 萬0.8%−21,407−6.6%減碼–
ETNEaton Corp plcStock195,839$3,385 萬0.8%+3,398+1.8%加碼歷史
Nestle SA ADR641069406COM241,413$3,377 萬0.8%+3,060+1.3%加碼–
PGProcter & Gamble CoStock196,640$3,217 萬0.8%+2,476+1.3%加碼歷史
iShares Core S&P 500 ETF464287200ETF64,048$3,055 萬0.7%+1,484+2.4%加碼–
CFGCitizens Financial Group IncCOM620,106$2,930 萬0.7%+8,807+1.4%加碼歷史
AVTAAvantax, Inc.COM1,689,222$2,926 萬0.7%+20,990+1.3%加碼歷史
NKENIKE, Inc.Stock172,946$2,883 萬0.7%+2,517+1.5%加碼歷史
CSCOCisco Systems, Inc.Stock454,670$2,881 萬0.7%+3,907+0.9%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock132,950$2,835 萬0.7%+1,897+1.4%加碼歷史
DISWalt Disney CoStock181,641$2,813 萬0.7%−37,222−17.0%減碼歷史
EMNEastman Chemical CoStock230,257$2,784 萬0.7%+8,362+3.8%加碼歷史
BRK.BBerkshire Hathaway IncStock91,601$2,739 萬0.7%+1,847+2.1%加碼歷史
BLKBlackRock, Inc.COM28,720$2,630 萬0.6%+822+2.9%加碼歷史
MCDMcDonalds CorpStock97,194$2,605 萬0.6%+1,763+1.8%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF101,990$2,598 萬0.6%−2,942−2.8%減碼–
WHWyndham Hotels & Resorts, Inc.COM286,839$2,572 萬0.6%−6,769−2.3%減碼歷史
HLIHoulihan Lokey, Inc.CL A247,334$2,560 萬0.6%−25,602−9.4%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF147,680$2,536 萬0.6%+1,172+0.8%加碼–
Schwab US Aggregate Bond ETF808524839ETF439,504$2,369 萬0.6%−33,741−7.1%減碼–
JXNJackson Financial Inc.COM CL A536,098$2,243 萬0.5%−16,332−3.0%減碼歷史
AMZNAmazon Com IncStock6,642$2,215 萬0.5%+407+6.5%加碼歷史
WYWeyerhaeuser CoCOM NEW534,539$2,201 萬0.5%+24,958+4.9%加碼歷史
DFSDiscover Financial ServicesCOM185,052$2,139 萬0.5%+3,422+1.9%加碼歷史
TXNTexas Instruments IncStock111,972$2,110 萬0.5%+1,554+1.4%加碼歷史
APGAPi Group CorpCOM STK817,911$2,108 萬0.5%−84,500−9.4%減碼歷史
GOOGAlphabet Inc.Stock7,205$2,085 萬0.5%+44+0.6%加碼歷史
ASHAshland Inc.COM190,133$2,047 萬0.5%−320−0.2%減碼歷史
Vanguard Real Estate ETF922908553ETF175,561$2,037 萬0.5%+670.0%加碼–
MDUMdu Resources Group IncStock649,251$2,002 萬0.5%+122,990+23.4%加碼歷史
ALITAlight, Inc. / DelawareCOM CL A1,735,650$1,876 萬0.4%+276,710+19.0%加碼歷史
MARMarriott International IncStock108,336$1,790 萬0.4%+1,369+1.3%加碼歷史
OSPNOneSpan Inc.COM1,049,395$1,777 萬0.4%−41,971−3.8%減碼歷史
MDTMedtronic plcStock161,397$1,670 萬0.4%+981+0.6%加碼歷史
EOGEOG Resources IncStock180,323$1,602 萬0.4%+11,845+7.0%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF214,046$1,598 萬0.4%−44,028−17.1%減碼–
RJFRaymond James Financial IncCOM158,119$1,588 萬0.4%+16,090+11.3%加碼歷史
Invesco QQQ Trust Series I46090E103ETF38,384$1,527 萬0.4%−9,839−20.4%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF308,193$1,524 萬0.4%−89,761−22.6%減碼–
Vanguard Short-Term Bond ETF921937827ETF183,417$1,483 萬0.4%+2,429+1.3%加碼–
MAMastercard IncStock40,781$1,465 萬0.3%+140.0%加碼歷史
VNTVontier CorpStock466,309$1,433 萬0.3%+4,620+1.0%加碼歷史
Vonage Holdings Corp92886T201COM680,465$1,415 萬0.3%−320,008−32.0%減碼–
Liberty Media Corp Del531229607COM C SIRIUSXM273,775$1,392 萬0.3%−47,062−14.7%減碼–
DBDDiebold Nixdorf, IncCOM1,533,943$1,388 萬0.3%−24,890−1.6%減碼歷史
SLVMSylvamo CorpCOMMON STOCK494,400$1,379 萬0.3%+494,400新進歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF119,553$1,364 萬0.3%+19,121+19.0%加碼–
UGIUgi CorpStock293,947$1,350 萬0.3%−53,110−15.3%減碼歷史
CLBKColumbia Financial, Inc.COM646,881$1,349 萬0.3%−77,459−10.7%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF59,447$1,344 萬0.3%−1,725−2.8%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF46,905$1,328 萬0.3%+3,444+7.9%加碼–
HSICHenry Schein IncCOM170,221$1,320 萬0.3%−6,255−3.5%減碼歷史
GOOGLAlphabet Inc.Stock4,429$1,283 萬0.3%+51+1.2%加碼歷史
DTMDT Midstream, Inc.COMMON STOCK267,080$1,282 萬0.3%+14,656+5.8%加碼歷史
ARNCArconic CorpCOM379,969$1,254 萬0.3%+48,552+14.6%加碼歷史
PEPPepsiCo IncStock69,116$1,201 萬0.3%−1,772−2.5%減碼歷史
NFYSEnphys Acquisition Corp.CL A ORD SHS1,230,330$1,186 萬0.3%+1,230,330新進歷史
ZDZiff Davis, Inc.COM104,160$1,155 萬0.3%+104,160新進歷史
MBCNMiddlefield Banc CorpCOM NEW458,429$1,137 萬0.3%+41,055+9.8%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF61,883$1,132 萬0.3%−92,763−60.0%減碼–
ESIElement Solutions IncCOM465,928$1,131 萬0.3%−16,457−3.4%減碼歷史
SPYSPDR S&P 500 ETF TrustETF23,629$1,122 萬0.3%−563−2.3%減碼歷史
WWWWolverine World Wide IncCOM384,886$1,109 萬0.3%−100,079−20.6%減碼歷史
BXBlackstone Inc.COM84,570$1,094 萬0.3%−5,600−6.2%減碼歷史
PFEPfizer IncStock184,129$1,087 萬0.3%−771−0.4%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF93,240$1,068 萬0.3%+850+0.9%加碼–
INTCIntel CorpStock206,615$1,064 萬0.3%+11,346+5.8%加碼歷史
PCHPotlatchdeltic CorpCOM176,459$1,063 萬0.3%+79,714+82.4%加碼歷史
GMGeneral Motors CoCOM179,461$1,052 萬0.3%+5,564+3.2%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF58,693$1,050 萬0.2%+6,114+11.6%加碼–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 60085,041$1,047 萬0.2%+3,538+4.3%加碼–
COSTCostco Wholesale CorpStock18,399$1,045 萬0.2%+467+2.6%加碼歷史
RILYBRC Group Holdings, Inc.COM116,303$1,034 萬0.2%+1,076+0.9%加碼歷史
AMGNAmgen IncStock45,931$1,033 萬0.2%−2,532−5.2%減碼歷史
Regional Brands Inc Com New75903Q201COM607,750$1,018 萬0.2%00.0%不變–
FISFidelity National Information Services, Inc.Stock90,534$988.1 萬0.2%+89,868+13,493.7%加碼歷史
AANAaron's Company, Inc.COM398,065$981.3 萬0.2%+95,319+31.5%加碼歷史
IAAIAA, Inc.COM190,873$966.2 萬0.2%+67,000+54.1%加碼歷史

選擇權(25 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 4 季的選擇權部位
證券類別賣權買權
Green Plains Partners LP393221956PUT$482.7 萬–
C H Robinson Worldwide Inc12541W909CALL–$219.1 萬
iShares Tr464287955PUT$217.6 萬–
SPDR Series Trust78464A954PUT$150.7 萬–
iShares Tr464287952PUT$136.8 萬–
SPDR S&P 500 ETF Tr78462F953PUT$86.4 萬–
SPDR Ser Tr78464A958PUT$65.5 萬–
Diebold Inc253651953PUT$45.5 萬–
Select Sector SPDR Tr81369Y954PUT$37.0 萬–
Ashland Global Hldgs Inc044186954PUT$29.5 萬–
iShares Tr464287950PUT$24.6 萬–
FedEx Corp31428X956PUT$16.7 萬–
Fubotv Inc35953D954PUT$4.90 萬–
iShares Tr464287905CALL–$4.20 萬
ProShares Tr74347B950PUT$3.80 萬–
Diebold Inc253651903CALL–$3.10 萬
BKLN 210416P0001500046138G958PUT$2.10 萬–
Turning PT Brands Inc90041L905CALL–$1.80 萬
United States STL Corp New912909958PUT$8,000–
CSX Corp126408953PUT$5,000–
Invesco QQQ Tr46090E953PUT$5,000–
Omeros Corp682143902CALL–$3,000
Norfolk Southn Corp655844958PUT$2,000–
Union Pac Corp907818958PUT$2,000–
Invesco Exchng Traded FD Tr46138G956PUT$1,000–

2021 年第 3 季之後清倉(180 檔)

2021 年第 3 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 180 檔。

Ancora Advisors, LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
VISNVistance Networks, Inc.COM672,348$913.7 萬0.2%歷史
MDPHawkeye Acquisition, Inc.COM87,531$487.5 萬0.1%歷史
CLDBCortland Bancorp IncCOM166,239$462.3 萬0.1%歷史
OPLNOPENLANE, Inc.COM166,650$273.1 萬0.1%歷史
FREEWhole Earth Brands, Inc.COM CL A109,918$127.0 萬<0.1%歷史
KURIAlkuri Global Acquisition Corp.COM CL A107,999$107.7 萬<0.1%歷史
GAIAGaia, IncCL A98,578$93.4 萬<0.1%歷史
Jupiter Acquisition Corp482082203UNIT 09/11/202791,094$89.5 萬<0.1%–
FTCOFortitude Gold CorpCommon Stock126,672$85.6 萬<0.1%歷史
ADTHAdTheorent Holding Company, Inc.COM CL A77,109$76.1 萬<0.1%歷史
VOSOVirtuoso Acquisition Corp.COM CL A73,378$72.7 萬<0.1%歷史
TSCTriState Capital Holdings, Inc.COM34,253$72.4 萬<0.1%歷史
Landmark Infrastructure Partne51508J405LP24,000$61.0 萬<0.1%–
MRBKMeridian CorpCOM20,000$57.3 萬<0.1%歷史
GIGCAPITAL4 Inc37518G101COM54,583$53.8 萬<0.1%–
AMPYAmplify Energy Corp.COM97,500$51.9 萬<0.1%歷史
Athena Technology Acquisi Co04687A109COM CLASS A44,111$43.8 萬<0.1%–
P3 Health Partners Inc.34552Y106CL A44,114$43.5 萬<0.1%–
Alimen Couche01626P403ADR10,775$41.2 萬<0.1%–
NVRIEnviri CorpCOM23,106$39.2 萬<0.1%歷史
TXNMTXNM Energy IncCOM7,700$38.1 萬<0.1%歷史
KSUKansas City SouthernCOM NEW1,400$37.9 萬<0.1%歷史
APOApollo Global Management, Inc.COM CL A5,854$36.1 萬<0.1%歷史
CORCencora, Inc.Stock2,975$35.5 萬<0.1%歷史
LMRKLandmark Infrastructure Partners LPCOM UNIT LTD20,100$32.9 萬<0.1%歷史
Leo Holdings III CorpG5463T108SHS CL A32,600$32.4 萬<0.1%–
EXPREXP OldCo Winddown, Inc.COM65,550$30.9 萬<0.1%歷史
Live Oak Crestview Climate A538086208UNIT 99/99/999931,500$30.9 萬<0.1%–
Nextgen Acquisition Corp IIG65317102CLASS A ORD SHS29,310$29.0 萬<0.1%–
Inflection Point Acqustn CorG47874105UNIT 09/21/202626,300$26.0 萬<0.1%–
iShares Tr46434VBK5IBONDS DEC21 ETF10,320$25.5 萬<0.1%–
Endurance Acquisition Corp.G3041W123UNIT 09/01/202625,522$25.4 萬<0.1%–
Altimar Acquisition Corp IIG03709105SHS CL A25,700$25.3 萬<0.1%–
GPXGP Strategies CorpCOM12,000$24.8 萬<0.1%歷史
Seven Oaks Acquisition Corp81787X106COM CL A24,100$23.9 萬<0.1%–
Direct Selling Acquisitin Co25460L202UNIT 99/99/999923,400$23.6 萬<0.1%–
BSCLBILI Social International, Inc.BULSHS 2021 CB10,700$22.6 萬<0.1%歷史
DWSNDawson Geophysical CoCOM90,567$22.5 萬<0.1%歷史
Trump Media & Technology Group Corp.25400Q204UNIT 06/30/202819,400$19.7 萬<0.1%–
CADECadence BancorporationCL A8,900$19.5 萬<0.1%歷史
HYPRHyperfine, Inc.CL A SHS19,299$19.1 萬<0.1%歷史
JAXJ. Alexander's Holdings, Inc.COM13,460$18.8 萬<0.1%歷史
Isos Acquisition CorporationG4962C112SHARES CL A18,282$18.2 萬<0.1%–
Yucaipa Acquisition CorpG9879L105COM16,858$16.7 萬<0.1%–
Dragoneer Growth Oppty CorpG28314105SHS CL A15,000$14.9 萬<0.1%–
SWBKSwitchback II CorpCOM CL A15,000$14.9 萬<0.1%歷史
CCAIUCascadia Acquisition Corp.UNIT 09/30/202815,000$14.8 萬<0.1%歷史
Berenson Acquisition Corp. I083690206UNIT 99/99/999914,370$14.2 萬<0.1%–
Nuveen Select Tax Free Incom67063C106SH BEN INT8,456$13.2 萬<0.1%–
GENIGenius Sports LtdSHARES CL A6,700$12.5 萬<0.1%歷史
LORLLoral Space & Communications Inc.COM2,795$12.0 萬<0.1%歷史
CNBKACentury Bancorp IncCL A NON VTG1,000$11.5 萬<0.1%歷史
Soar Technology Acquisn CorpG82472104UNIT 99/99/999910,400$10.6 萬<0.1%–
CHNGChange Healthcare Inc.COM5,000$10.5 萬<0.1%歷史
UDNInvesco DB US Dollar Index Bearish FundBEARISH FD5,000$10.3 萬<0.1%歷史
EUSGEuropean Sustainable Growth Acquisition Corp.CL A SHS10,100$10.0 萬<0.1%歷史
Ion Acquisition Corp 2 LtdG49393104SHS CL A10,098$10.0 萬<0.1%–
Parabellum Acquisition Corp.69901P208UNIT 99/99/999910,000$10.0 萬<0.1%–
Thimble Point Acquisition Co88408P107COM CL A10,000$9.90 萬<0.1%–
Investindustrial Acquisition Corp.G4771L105SHS CL A10,000$9.90 萬<0.1%–
Hennessy Capital Invst Corp42600H207UNIT 99/99/999910,000$9.90 萬<0.1%–
SILVERspac Inc.G8136V120UNIT 09/09/202610,000$9.90 萬<0.1%–
EQRXEQRx, Inc.CLASS A COM9,800$9.70 萬<0.1%歷史
CANETeucrium Commodity TrustSUGAR FD10,000$9.50 萬<0.1%歷史
PSFEPaysafe LtdORD12,000$9.30 萬<0.1%歷史
LNSRLENSAR, Inc.COM11,024$8.70 萬<0.1%歷史
AJRDAerojet Rocketdyne Holdings, Inc.COM2,000$8.70 萬<0.1%歷史
ASAASA Gold & Precious Metals LtdSHS4,504$8.50 萬<0.1%歷史
Deutsche BK AG London BRH Leve25156D423CV PFD3,500$7.60 萬<0.1%–
WisdomTree Tr97717Y691CLOUD COMPUTNG1,302$7.50 萬<0.1%–
ARCBArcbest CorpCOM800$6.50 萬<0.1%歷史
KEY.PJKeycorpPFD2,400$6.40 萬<0.1%歷史
SPGSimon Property Group Inc.REIT475$6.20 萬<0.1%歷史
CLDRCloudera, Inc.COM3,800$6.10 萬<0.1%歷史
MXMagnachip Semiconductor CorpCOM3,000$5.30 萬<0.1%歷史
Crown PropTech AcquisitionsG25741128UNIT 99/99/99995,000$4.90 萬<0.1%–
HZONHorizon Acquisition Corp IISHS CL A4,458$4.40 萬<0.1%歷史
BGSB&G Foods, Inc.COM1,300$3.90 萬<0.1%歷史
SoFi Technologies, Inc.83406F110*W EXP 05/28/2026,000$3.80 萬<0.1%–
KAMNKAMAN CorpCOM1,011$3.60 萬<0.1%歷史
SES AI CorpG4R87P114COM CL A3,601$3.60 萬<0.1%–
CXPColumbia Property Trust, Inc.COM NEW1,820$3.50 萬<0.1%歷史
Alkuri Global Acquisition Corp.66981N111*W EXP 02/09/20224,924$3.50 萬<0.1%–
PRMWPrimo Water CorpCOM2,220$3.50 萬<0.1%歷史
WYNNWynn Resorts LtdCOM400$3.40 萬<0.1%歷史
Bombardier Inc-B097751200Common / Ordinary Stock18,500$3.20 萬<0.1%–
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