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Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2024 年第 1 季持倉

持倉截至 2024/3/31,2024/5/16 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
1,816
較 2023 年第 4 季 +65
總值
$43.7 億
較 2023 年第 4 季 +$1.54 億 (+3.7%)
申報日
2024/5/16
SEC
Ancora Advisors, LLC 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NSCNorfolk Southern CorpStock825,571$2.10 億4.8%+468,374+131.1%加碼歷史
RBARB Global Inc.COM2,457,898$1.87 億4.3%−634,908−20.5%減碼歷史
ELANElanco Animal Health IncCOM10,641,194$1.73 億4.0%+143,326+1.4%加碼歷史
Vanguard S&P 500 ETF922908363ETF268,501$1.29 億3.0%−993−0.4%減碼–
AVGOBroadcom Inc.Stock78,065$1.03 億2.4%−1,385−1.7%減碼歷史
BERYBerry Global Group, Inc.COM1,701,163$1.03 億2.4%+269,041+18.8%加碼歷史
AAPLApple Inc.Stock589,090$1.01 億2.3%+4,330+0.7%加碼歷史
MSFTMicrosoft CorpStock237,780$1.00 億2.3%+999+0.4%加碼歷史
GPREGreen Plains Inc.COM3,910,058$9,040 萬2.1%−121,000−3.0%減碼歷史
iShares Tr464287150CORE S&P TTL STK583,339$6,726 萬1.5%+28,841+5.2%加碼–
ABBVAbbVie Inc.Stock349,599$6,366 萬1.5%+23,621+7.2%加碼歷史
ETNEaton Corp plcStock197,755$6,183 萬1.4%−276−0.1%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF1,210,459$6,107 萬1.4%+2,765+0.2%加碼–
JPMJPMorgan Chase & CoStock303,966$6,088 萬1.4%+3,619+1.2%加碼歷史
UNHUnitedHealth Group IncStock115,584$5,718 萬1.3%+7,361+6.8%加碼歷史
AMZNAmazon Com IncStock309,642$5,585 萬1.3%+150,882+95.0%加碼歷史
CVXChevron CorpStock315,723$4,980 萬1.1%+10,345+3.4%加碼歷史
iShares Core S&P 500 ETF464287200ETF93,041$4,891 萬1.1%+1,016+1.1%加碼–
HDHome Depot, Inc.Stock121,034$4,643 萬1.1%+1,170+1.0%加碼歷史
KSSKOHLS CorpStock1,574,627$4,590 萬1.1%−611,682−28.0%減碼歷史
EOGEOG Resources IncStock358,236$4,580 萬1.0%+6,723+1.9%加碼歷史
JNJJohnson & JohnsonStock281,207$4,448 萬1.0%−18,715−6.2%減碼歷史
BRK.BBerkshire Hathaway IncStock102,516$4,311 萬1.0%−905−0.9%減碼歷史
MWAMueller Water Products, Inc.COM SER A2,673,478$4,302 萬1.0%−471,518−15.0%減碼歷史
HONHoneywell International IncCOM204,409$4,195 萬1.0%+316+0.2%加碼歷史
ACNAccenture plcStock119,261$4,134 萬0.9%+3,497+3.0%加碼歷史
HLITHarmonic Inc.COM2,927,883$3,935 萬0.9%−1,127,510−27.8%減碼歷史
GDGeneral Dynamics CorpStock134,868$3,810 萬0.9%+15,904+13.4%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF490,328$3,759 萬0.9%−4,056−0.8%減碼–
HLIHoulihan Lokey, Inc.CL A285,527$3,660 萬0.8%+3,782+1.3%加碼歷史
CVSCVS Health CorpStock446,010$3,557 萬0.8%−4,112−0.9%減碼歷史
PGProcter & Gamble CoStock215,736$3,500 萬0.8%+1,201+0.6%加碼歷史
METAMeta Platforms, Inc.Stock62,854$3,052 萬0.7%−45,853−42.2%減碼歷史
BACBank of America CorpStock804,564$3,051 萬0.7%+60,622+8.1%加碼歷史
MCDMcDonalds CorpStock105,633$2,978 萬0.7%+2,438+2.4%加碼歷史
KKellanovaStock507,269$2,906 萬0.7%+120,677+31.2%加碼歷史
CZRCaesars Entertainment, Inc.COM631,523$2,762 萬0.6%+397,448+169.8%加碼歷史
MARMarriott International IncStock99,578$2,512 萬0.6%+1,025+1.0%加碼歷史
GOOGAlphabet Inc.Stock163,600$2,491 萬0.6%−412−0.3%減碼歷史
WYWeyerhaeuser CoCOM NEW667,242$2,396 萬0.5%+9,481+1.4%加碼歷史
BLKBlackRock, Inc.COM27,140$2,263 萬0.5%+146+0.5%加碼歷史
MDUMdu Resources Group IncStock889,676$2,242 萬0.5%+39,470+4.6%加碼歷史
CXTCrane NXT, Co.COM320,085$1,981 萬0.5%+16,740+5.5%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF301,691$1,872 萬0.4%−9,635−3.1%減碼–
NKENIKE, Inc.Stock183,325$1,723 萬0.4%−8,720−4.5%減碼歷史
NVDANVIDIA CorpStock19,006$1,717 萬0.4%+1,960+11.5%加碼歷史
FBINFortune Brands Innovations, Inc.COM198,547$1,681 萬0.4%−1,254−0.6%減碼歷史
DTMDT Midstream, Inc.COMMON STOCK273,212$1,669 萬0.4%−420−0.2%減碼歷史
ALITAlight, Inc. / DelawareCOM CL A1,668,788$1,644 萬0.4%+285,179+20.6%加碼歷史
LINLinde PLCStock34,975$1,624 萬0.4%+1,907+5.8%加碼歷史
MBCMasterBrand, Inc.COMMON STOCK842,109$1,578 萬0.4%−146,424−14.8%減碼歷史
AMTAmerican Tower CorpREIT79,863$1,578 萬0.4%+16,711+26.5%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF86,356$1,578 萬0.4%+1,910+2.3%加碼–
VanEck Morningstar Wide Moat ETF92189F643ETF173,250$1,558 萬0.4%+43,234+33.3%加碼–
VEEVVeeva Systems IncStock67,036$1,553 萬0.4%−6,807−9.2%減碼歷史
PPLIPeople IncCOM NEW288,623$1,540 萬0.4%+128,000+79.7%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM199,521$1,531 萬0.4%+1,635+0.8%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF79,802$1,531 萬0.4%+3,247+4.2%加碼–
MAMastercard IncStock31,458$1,515 萬0.3%+120+0.4%加碼歷史
APGAPi Group CorpCOM STK383,461$1,506 萬0.3%−32,760−7.9%減碼歷史
COSTCostco Wholesale CorpStock20,090$1,472 萬0.3%−180−0.9%減碼歷史
PEPPepsiCo IncStock81,464$1,426 萬0.3%+817+1.0%加碼歷史
CRCrane CoCOMMON STOCK104,370$1,410 萬0.3%−1,700−1.6%減碼歷史
GOOGLAlphabet Inc.Stock91,751$1,385 萬0.3%−2,042−2.2%減碼歷史
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600318,289$1,363 萬0.3%+7,849+2.5%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF221,813$1,347 萬0.3%+4,788+2.2%加碼依 5 比 1 拆股換算–
Royal Oak Realty Trust I NC11899N308LP202,713$1,308 萬0.3%+182,390+897.5%加碼–
VNTVontier CorpStock283,655$1,287 萬0.3%−6,420−2.2%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF73,034$1,280 萬0.3%+30.0%加碼–
iShares Core MSCI Eafe ETF46432F842ETF167,871$1,246 萬0.3%+9,091+5.7%加碼–
RTXRTX CorpStock127,716$1,246 萬0.3%−697−0.5%減碼歷史
VSTVistra Corp.Stock170,781$1,189 萬0.3%−95,840−35.9%減碼歷史
CNNECannae Holdings, Inc.COM512,233$1,139 萬0.3%+72,978+16.6%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF62,272$1,137 萬0.3%+4,725+8.2%加碼–
iShares Core S&P Small Cap ETF464287804ETF97,486$1,077 萬0.2%+15,537+19.0%加碼–
NOMDNomad Foods LtdUSD ORD SHS549,825$1,075 萬0.2%+2,555+0.5%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF42,519$1,062 萬0.2%+3,492+8.9%加碼–
Simplify Exchange Traded Fun82889N657SHORT TERM TREA483,500$1,057 萬0.2%+100,000+26.1%加碼–
Vanguard Real Estate ETF922908553ETF122,158$1,056 萬0.2%−1,061−0.9%減碼–
SPYSPDR S&P 500 ETF TrustETF19,910$1,041 萬0.2%−2,027−9.2%減碼歷史
AMGNAmgen IncStock36,604$1,041 萬0.2%−915−2.4%減碼歷史
KVUEKenvue Inc.Stock484,360$1,039 萬0.2%+20,406+4.4%加碼歷史
XOMExxonMobil Holdings CorpCOM89,060$1,035 萬0.2%+2,483+2.9%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF123,845$1,035 萬0.2%−5,040−3.9%減碼–
iShares Tr4642874571 3 YR TREAS BD125,051$1,023 萬0.2%−1,001−0.8%減碼–
PRMWPrimo Water CorpCOM560,715$1,021 萬0.2%−24,580−4.2%減碼歷史
VVisa Inc.Stock36,130$1,008 萬0.2%+2,122+6.2%加碼歷史
ARMKAramarkCOM309,180$1,005 萬0.2%+125,390+68.2%加碼歷史
QCOMQualcomm IncStock57,896$980.2 萬0.2%−10,085−14.8%減碼歷史
BXBlackstone Inc.COM74,256$975.5 萬0.2%−1,111−1.5%減碼歷史
AGMFederal Agricultural Mortgage CorpCL C49,284$970.3 萬0.2%−3,658−6.9%減碼歷史
KDKyndryl Holdings, Inc.Stock442,280$962.4 萬0.2%−1,700−0.4%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD207,048$943.9 萬0.2%+21,553+11.6%加碼–
JXNJackson Financial Inc.COM CL A142,220$940.6 萬0.2%−20,917−12.8%減碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE228,060$932.8 萬0.2%−94,453−29.3%減碼–
PCHPotlatchdeltic CorpCOM189,880$892.8 萬0.2%+30,550+19.2%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock40,719$867.7 萬0.2%−1,790−4.2%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF164,548$825.5 萬0.2%+2,897+1.8%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF31,698$823.8 萬0.2%−4,081−11.4%減碼–
Kraneshares Trust500767652MOUNT LUCAS ETF275,461$823.4 萬0.2%−5,190−1.8%減碼–

選擇權(52 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 2024 年第 1 季的選擇權部位
證券類別賣權買權
Select Sector SPDR Tr81369Y904CALL–$1,261 萬
ProShares Tr74348A950PUT$367.3 萬–
iShares Tr464287955PUT$248.0 萬–
Elanco Animal Health Inc28414H903CALL–$207.8 萬
Caesars Entertainment Inc Ne12769G900CALL–$187.7 萬
Kohls Corp500255904CALL–$166.9 萬
Berry Global Group Inc08579W903CALL–$156.2 萬
Norfolk Southn Corp655844908CALL–$94.7 萬
ProShares Tr74348A900CALL–$87.1 萬
Amazon Com Inc023135906CALL–$70.4 萬
Select Sector SPDR Tr81369Y954PUT$39.1 萬–
Facebook Inc30303M902CALL–$33.0 萬
Veeva Sys Inc922475908CALL–$22.0 萬
Pitney Bowes Inc724479900CALL–$20.3 萬
RB Global Inc74935Q957PUT$14.7 萬–
Green Plains Partners LP393221906CALL–$12.5 萬
CSX Corp126408953PUT$10.3 萬–
Old Dominion Freight Line IN679580950PUT$8.92 萬–
Arcbest Corp03937C955PUT$8.83 萬–
Select Sector SPDR Tr81369Y950PUT$8.80 萬–
United Parcel Service Inc911312956PUT$8.10 萬–
State Street Utilities Select Sector SPDR ETF81369Y886ETF–$7.30 萬
Kohls Corp500255954PUT$6.48 萬–
SPDR Series Trust78464A954PUT$6.09 萬–
Hunt J B Trans Svcs Inc445658957PUT$5.22 萬–
Direxion Shs ETF Tr25459Y957PUT$5.09 萬–
Uber Technologies Inc90353T950PUT$5.03 萬–
FedEx Corp31428X956PUT$3.90 萬–
ProShares Tr74347W900CALL–$3.80 萬
Caesars Entertainment Inc Ne12769G950COM$3.68 萬–
Icahn Enterprises LP451100901CALL–$3.42 萬
Winnebago Inds Inc974637950PUT$3.30 萬–
Listed FD Tr53656F959PUT$3.16 萬–
Harmonic Inc413160902CALL–$2.67 萬
VanEck Vectors ETF Tr92189F906CALL–$2.40 萬
Select Sector SPDR Tr81369Y955put$2.30 萬–
iShares Tr464287958PUT$1.92 萬–
Expedia Group Inc30212P953PUT$1.47 萬–
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS$1.46 萬–
Comtech Telecommunications C205826909CALL–$1.35 萬
iShares Inc464286901CALL–$1.30 萬
Patrick Inds Inc703343953PUT$1.30 萬–
Apple Inc037833950PUT$8,358–
iShares Tr464287952PUT$7,901–
Lci Inds50189K903CALL$7,000–
Invesco Exchange Traded FD T46137V952PUT$6,000–
SPDR S&P 500 ETF Tr78462F953PUT$4,925–
Sportsmans Whse Hldgs Inc84920Y956PUT$2,000–
VanEck Vectors ETF Tr92189F956PUT$1,400–
Digital Rlty Tr Inc253868953PUT$850–
New York Cmnty Bancorp Inc649445903CALL–$250
Sportsmans Whse Hldgs Inc84920Y906CALL–$250

2023 年第 4 季之後清倉(101 檔)

2023 年第 4 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 101 檔。

Ancora Advisors, LLC 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
EHABEnhabit, Inc.COM1,444,386$1,495 萬0.4%歷史
Avon Protection PLCG06860103COM849,748$920.8 萬0.2%–
FWRDForward Air CorpCOM126,553$795.6 萬0.2%歷史
APPFAppfolio IncCOM CL A22,382$387.7 萬0.1%歷史
PIMCO ETF Tr72201R88225YR+ ZERO U S33,343$284.5 萬0.1%–
CNXCConcentrix CorpStock18,071$177.5 萬<0.1%歷史
UTMDUtah Medical Products IncCOM16,657$140.3 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF42,220$112.2 萬<0.1%–
XPOXPO, Inc.COM11,370$99.6 萬<0.1%歷史
NFGNational Fuel Gas CoStock16,300$81.8 萬<0.1%歷史
EIGEmployers Holdings, Inc.COM18,000$70.9 萬<0.1%歷史
USAPUniversal Stainless & Alloy Products IncCOM33,045$66.4 萬<0.1%歷史
FLICFirst of Long Island CorpCOM41,528$55.0 萬<0.1%歷史
ELFe.l.f. Beauty, Inc.COM3,228$46.6 萬<0.1%歷史
Ceres Farms LLC001466717LP464,108$46.4 萬<0.1%–
CMLSQCumulus Media IncCOM CL A74,080$39.4 萬<0.1%歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF13,514$37.3 萬<0.1%–
CTRNCiti Trends IncCOM12,590$35.6 萬<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE12,374$35.3 萬<0.1%–
NATHNathans Famous, Inc.COM3,936$30.7 萬<0.1%歷史
ProShares Tr74347B169ONLINE RTL ETF8,512$30.7 萬<0.1%–
VRAVera Bradley, Inc.COM39,380$30.3 萬<0.1%歷史
EVCEntravision Communications CorpCL A69,407$28.9 萬<0.1%歷史
ICDIndependence Contract Drilling, Inc.COM107,143$26.3 萬<0.1%歷史
PMDPsychemedics CorpCOM NEW78,173$23.1 萬<0.1%歷史
UNGUnited States Natural Gas Fund, LPUNIT PAR44,089$22.4 萬<0.1%歷史
Alps ETF Tr00162Q205EQUAL SEC ETF1,002$11.0 萬<0.1%–
LMNRLimoneira COCOM4,901$10.1 萬<0.1%歷史
Pru Gia744366725COM75,211$8.72 萬<0.1%–
SIGSignet Jewelers LtdSHS700$7.51 萬<0.1%歷史
MGNIMagnite, Inc.COM8,000$7.47 萬<0.1%歷史
WORWorthington Enterprises, Inc.COM1,280$7.37 萬<0.1%歷史
URBNUrban Outfitters IncCOM1,579$5.64 萬<0.1%歷史
JMMNuveen Multi-Market Income FundCOM9,183$5.43 萬<0.1%歷史
DNPDNP Select Income Fund IncCOM5,500$4.66 萬<0.1%歷史
New York Life Investments Et45409B800MERGE ARBIT ETF1,300$4.08 萬<0.1%–
WWWW International, Inc.COM4,490$3.93 萬<0.1%歷史
UUnity Software Inc.COM900$3.68 萬<0.1%歷史
WSWorthington Steel, Inc.COM SHS1,280$3.60 萬<0.1%歷史
BHKBlackRock Core Bond TrustSHS BEN INT3,050$3.33 萬<0.1%歷史
BTGB2GOLD CorpCOM10,000$3.16 萬<0.1%歷史
BOILProShares Trust IIULTRA BLOOMBERG1,108$3.15 萬<0.1%歷史
SPLKSplunk IncCOM200$3.05 萬<0.1%歷史
NWNNorthwest Natural Holding CoCOM750$2.92 萬<0.1%歷史
JRSNuveen Real Estate Income FundCOM3,400$2.66 萬<0.1%歷史
MCYMercury General CorpCOM700$2.61 萬<0.1%歷史
PCNPIMCO Corporate & Income Strategy FundCOM2,000$2.48 萬<0.1%歷史
AIC3.ai, Inc.Stock830$2.38 萬<0.1%歷史
TTCToro CoCOM236$2.27 萬<0.1%歷史
MSTRStrategy IncStock31$1.96 萬<0.1%歷史
American Axle & Mfg Com240611038COM2,190$1.93 萬<0.1%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL140$1.64 萬<0.1%–
GLXYGalaxy Digital Inc.Common1,925$1.51 萬<0.1%歷史
IRDMIridium Communications Inc.COM360$1.48 萬<0.1%歷史
VREXVarex Imaging CorpCOM630$1.29 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL268$1.14 萬<0.1%–
ENREnergizer Holdings, Inc.COM300$9,504<0.1%歷史
iShares Tr46436E33820+ YEAR TR BD331$9,101<0.1%–
ETF Managers Tr26924G508ETFMG ALTR HRVST2,426$7,836<0.1%–
DARDarling Ingredients Inc.COM148$7,376<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A3,000$7,020<0.1%歷史
ROKURoku, IncCOM CL A70$6,416<0.1%歷史
CARSCars.com Inc.COM333$6,317<0.1%歷史
HLHecla Mining CoCOM1,200$5,772<0.1%歷史
DASHDoorDash, Inc.Stock57$5,637<0.1%歷史
NJRNew Jersey Resources CorpStock124$5,528<0.1%歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500100$5,168<0.1%–
ETF Managers Tr26924G201PRIME CYBR SCRTY85$5,135<0.1%–
Alliant Energy Corp Com188021083COM100$5,130<0.1%–
iShares Tr46435G326CORE MSCI INTL54$3,438<0.1%–
BYDDFBYD Co LtdCOM100$2,746<0.1%歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF50$2,692<0.1%–
iShares Tr46434V647GLOBAL REIT ETF97$2,345<0.1%–
Paramount Resources Ltd Cl A699320206COM106$2,084<0.1%–
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