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Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/14 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
1,904
較 2024 年第 1 季 +88
總值
$40.4 億
較 2024 年第 1 季 −$3.33 億 (−7.6%)
申報日
2024/8/14
SEC
Ancora Advisors, LLC 在 2024 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
NSCNorfolk Southern CorpStock1,130,992$2.43 億6.0%+305,421+37.0%加碼歷史
Vanguard S&P 500 ETF922908363ETF267,162$1.34 億3.3%−1,339−0.5%減碼–
AAPLApple Inc.Stock592,398$1.25 億3.1%+3,308+0.6%加碼歷史
BERYBerry Global Group, Inc.COM1,826,328$1.07 億2.7%+125,165+7.4%加碼歷史
AVGOBroadcom Inc.Stock66,209$1.06 億2.6%−11,856−15.2%減碼歷史
MSFTMicrosoft CorpStock237,511$1.06 億2.6%−269−0.1%減碼歷史
RBARB Global Inc.COM1,069,534$8,167 萬2.0%−1,388,364−56.5%減碼歷史
iShares Tr464287150CORE S&P TTL STK608,050$7,222 萬1.8%+24,711+4.2%加碼–
GPREGreen Plains Inc.COM4,500,400$7,138 萬1.8%+590,342+15.1%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF1,283,561$6,478 萬1.6%+73,102+6.0%加碼–
JPMJPMorgan Chase & CoStock301,141$6,091 萬1.5%−2,825−0.9%減碼歷史
ETNEaton Corp plcStock192,989$6,051 萬1.5%−4,766−2.4%減碼歷史
ABBVAbbVie Inc.Stock350,466$6,011 萬1.5%+867+0.2%加碼歷史
AMZNAmazon Com IncStock308,006$5,952 萬1.5%−1,636−0.5%減碼歷史
UNHUnitedHealth Group IncStock115,479$5,881 萬1.5%−105−0.1%減碼歷史
CVXChevron CorpStock322,828$5,050 萬1.3%+7,105+2.3%加碼歷史
EOGEOG Resources IncStock367,242$4,622 萬1.1%+9,006+2.5%加碼歷史
iShares Core S&P 500 ETF464287200ETF82,280$4,503 萬1.1%−10,761−11.6%減碼–
HONHoneywell International IncCOM204,638$4,370 萬1.1%+229+0.1%加碼歷史
HDHome Depot, Inc.Stock121,604$4,186 萬1.0%+570+0.5%加碼歷史
BRK.BBerkshire Hathaway IncStock101,950$4,147 萬1.0%−566−0.6%減碼歷史
JNJJohnson & JohnsonStock283,194$4,139 萬1.0%+1,987+0.7%加碼歷史
METAMeta Platforms, Inc.Stock79,727$4,020 萬1.0%+16,873+26.8%加碼歷史
GDGeneral Dynamics CorpStock135,521$3,932 萬1.0%+653+0.5%加碼歷史
HLIHoulihan Lokey, Inc.CL A284,293$3,834 萬0.9%−1,234−0.4%減碼歷史
PGProcter & Gamble CoStock215,227$3,550 萬0.9%−509−0.2%減碼歷史
HLITHarmonic Inc.COM2,926,983$3,445 萬0.9%−9000.0%減碼歷史
Vanguard Short-Term Bond ETF921937827ETF428,944$3,290 萬0.8%−61,384−12.5%減碼–
BACBank of America CorpStock812,549$3,232 萬0.8%+7,985+1.0%加碼歷史
ACNAccenture plcStock101,427$3,077 萬0.8%−17,834−15.0%減碼歷史
GOOGAlphabet Inc.Stock163,941$3,007 萬0.7%+341+0.2%加碼歷史
KKellanovaStock507,795$2,929 萬0.7%+526+0.1%加碼歷史
MCDMcDonalds CorpStock105,781$2,696 萬0.7%+148+0.1%加碼歷史
MARMarriott International IncStock98,626$2,384 萬0.6%−952−1.0%減碼歷史
CXTCrane NXT, Co.COM366,854$2,253 萬0.6%+46,769+14.6%加碼歷史
NVDANVIDIA CorpStock179,498$2,218 萬0.5%−10,562−5.6%減碼依 10 比 1 拆股換算歷史
MDUMdu Resources Group IncStock880,417$2,210 萬0.5%−9,259−1.0%減碼歷史
QCOMQualcomm IncStock103,616$2,064 萬0.5%+45,720+79.0%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM277,385$2,053 萬0.5%+77,864+39.0%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF296,071$1,902 萬0.5%−5,620−1.9%減碼–
WYWeyerhaeuser CoCOM NEW661,543$1,878 萬0.5%−5,699−0.9%減碼歷史
LINLinde PLCStock42,260$1,854 萬0.5%+7,285+20.8%加碼歷史
FWRDForward Air CorpCOM962,330$1,832 萬0.5%+962,330新進歷史
VanEck Morningstar Wide Moat ETF92189F643ETF205,486$1,780 萬0.4%+32,236+18.6%加碼–
AMTAmerican Tower CorpREIT90,200$1,753 萬0.4%+10,337+12.9%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF87,324$1,721 萬0.4%+968+1.1%加碼–
Royal Oak Realty Trust I NC11899N308LP261,838$1,702 萬0.4%+59,125+29.2%加碼–
GOOGLAlphabet Inc.Stock93,171$1,697 萬0.4%+1,420+1.5%加碼歷史
COSTCostco Wholesale CorpStock19,348$1,645 萬0.4%−742−3.7%減碼歷史
FBINFortune Brands Innovations, Inc.COM242,519$1,575 萬0.4%+43,972+22.1%加碼歷史
VEEVVeeva Systems IncStock81,925$1,499 萬0.4%+14,889+22.2%加碼歷史
APGAPi Group CorpCOM STK397,204$1,495 萬0.4%+13,743+3.6%加碼歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA696,290$1,484 萬0.4%+212,790+44.0%加碼–
PPLIPeople IncCOM NEW312,842$1,466 萬0.4%+24,219+8.4%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF78,648$1,435 萬0.4%−1,154−1.4%減碼–
MAMastercard IncStock31,531$1,391 萬0.3%+73+0.2%加碼歷史
NKENIKE, Inc.Stock179,445$1,352 萬0.3%−3,880−2.1%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF135,826$1,351 萬0.3%+83,585+160.0%加碼–
PEPPepsiCo IncStock79,949$1,319 萬0.3%−1,515−1.9%減碼歷史
NNNextnav Inc.COMMON STOCK1,610,275$1,306 萬0.3%+1,344,478+505.8%加碼歷史
DTMDT Midstream, Inc.COMMON STOCK183,533$1,304 萬0.3%−89,679−32.8%減碼歷史
CRCrane CoCOMMON STOCK89,651$1,300 萬0.3%−14,719−14.1%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF221,743$1,298 萬0.3%−700.0%減碼–
RTXRTX CorpStock127,236$1,277 萬0.3%−480−0.4%減碼歷史
CZRCaesars Entertainment, Inc.COM318,511$1,266 萬0.3%−313,012−49.6%減碼歷史
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600315,464$1,264 萬0.3%−2,825−0.9%減碼–
Vanguard Index FDS922908652EXTEND MKT ETF72,559$1,225 萬0.3%−475−0.7%減碼–
iShares Core MSCI Eafe ETF46432F842ETF164,728$1,197 萬0.3%−3,143−1.9%減碼–
ARMKAramarkCOM346,580$1,179 萬0.3%+37,400+12.1%加碼歷史
MBCMasterBrand, Inc.COMMON STOCK785,518$1,153 萬0.3%−56,591−6.7%減碼歷史
KDKyndryl Holdings, Inc.Stock433,938$1,142 萬0.3%−8,342−1.9%減碼歷史
CRHCRH Public Ltd CoORD151,757$1,138 萬0.3%+151,757新進歷史
AMGNAmgen IncStock36,108$1,128 萬0.3%−496−1.4%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF103,734$1,106 萬0.3%+6,248+6.4%加碼–
Vanguard Dividend Appreciation ETF921908844ETF59,420$1,085 萬0.3%−2,852−4.6%減碼–
HHHHoward Hughes Holdings Inc.COM165,415$1,072 萬0.3%+56,100+51.3%加碼歷史
SFStifel Financial CorpCOM125,456$1,056 萬0.3%+125,456新進歷史
SPYSPDR S&P 500 ETF TrustETF19,277$1,049 萬0.3%−633−3.2%減碼歷史
NOMDNomad Foods LtdUSD ORD SHS635,300$1,047 萬0.3%+85,475+15.5%加碼歷史
XOMExxonMobil Holdings CorpCOM90,012$1,036 萬0.3%+952+1.1%加碼歷史
Vanguard Real Estate ETF922908553ETF120,989$1,013 萬0.3%−1,169−1.0%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF41,793$1,012 萬0.3%−726−1.7%減碼–
iShares Tr4642874571 3 YR TREAS BD122,200$997.8 萬0.2%−2,851−2.3%減碼–
iShares Tr46434V613CORE UNIVRSL USD217,500$983.5 萬0.2%+10,452+5.0%加碼–
VVisa Inc.Stock36,931$969.3 萬0.2%+801+2.2%加碼歷史
VNTVontier CorpStock253,455$968.2 萬0.2%−30,200−10.6%減碼歷史
ARESAres Management CorpCL A COM STK71,891$958.2 萬0.2%+71,891新進歷史
PCHPotlatchdeltic CorpCOM235,311$926.9 萬0.2%+45,431+23.9%加碼歷史
BXBlackstone Inc.COM73,726$912.7 萬0.2%−530−0.7%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock40,246$903.8 萬0.2%−473−1.2%減碼歷史
VVXV2X, Inc.COM188,315$903.2 萬0.2%+41,338+28.1%加碼歷史
WMTWalmart Inc.Stock132,860$899.6 萬0.2%−1,855−1.4%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF106,172$891.4 萬0.2%−17,673−14.3%減碼–
Kraneshares Trust500767652MOUNT LUCAS ETF305,608$891.2 萬0.2%+30,147+10.9%加碼–
KVUEKenvue Inc.Stock489,633$890.2 萬0.2%+5,273+1.1%加碼歷史
PRMWPrimo Water CorpCOM401,700$878.1 萬0.2%−159,015−28.4%減碼歷史
NWENorthWestern Energy Group, Inc.COM NEW173,510$868.9 萬0.2%+44,900+34.9%加碼歷史
iShares Inc46434G764MSCI EMRG CHN143,637$850.3 萬0.2%+51,042+55.1%加碼–
iShares Russell 1000 Growth ETF464287614ETF22,744$829.0 萬0.2%+38+0.2%加碼–
JXNJackson Financial Inc.COM CL A109,757$815.1 萬0.2%−32,463−22.8%減碼歷史

2024 年第 1 季之後清倉(139 檔)

2024 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 139 檔。

Ancora Advisors, LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
ELANElanco Animal Health IncCOM10,641,194$1.73 億4.0%歷史
MWAMueller Water Products, Inc.COM SER A2,673,478$4,302 萬1.0%歷史
RSTK Regional Brands Inc ComRGBDMERLICOM388,952$605.2 萬0.1%–
Wayne SVGS Bancshares Inc94624Q101COM218,568$530.7 萬0.1%–
SPIRSpire Global, Inc.COM CL A NEW329,457$395.3 萬0.1%歷史
AVDAmerican Vanguard CorpCOM271,531$351.6 萬0.1%歷史
AGSPlayAGS, Inc.COM385,868$346.5 萬0.1%歷史
MNROMonro, Inc.COM101,430$319.9 萬0.1%歷史
JBTMJBT Marel CorpCOM26,141$274.2 萬0.1%歷史
UEICUniversal Electronics IncCOM269,834$270.1 萬0.1%歷史
BLKBBlackbaud IncCOM28,070$208.1 萬<0.1%歷史
AUGXAugmedix, Inc.COM444,660$181.9 萬<0.1%歷史
HOFTHooker Furnishings CorpCOM68,810$165.2 萬<0.1%歷史
NGSNatural Gas Services Group IncCOM83,830$162.9 萬<0.1%歷史
UGIUgi CorpStock66,340$162.8 萬<0.1%歷史
EGLEEagle Bulk Shipping Inc.COM18,660$116.6 萬<0.1%歷史
Blackstone Real Estate Income09259K302Equities78,002$107.9 萬<0.1%–
ADTHAdTheorent Holding Company, Inc.COM295,540$94.9 萬<0.1%歷史
VIRCVirco Mfg CorporationCOM83,860$91.7 萬<0.1%歷史
ALIMAlimera Sciences IncCOM NEW234,620$91.5 萬<0.1%歷史
FCNCAFirst Citizens Bancshares IncCL A363$59.4 萬<0.1%歷史
iShares Tr464287689RUSSELL 3000 ETF1,939$58.2 萬<0.1%–
QRHCQuest Resource Holding CorpCOM NEW67,399$57.8 萬<0.1%歷史
SABASaba Capital Income & Opportunities Fund IICOM107,059$40.9 萬<0.1%歷史
NNDMNano Dimension Ltd.SPONSORD ADS NEW145,900$40.6 萬<0.1%歷史
OXMOxford Industries IncCOM3,320$37.3 萬<0.1%歷史
PRGPROG Holdings, Inc.Stock9,697$33.4 萬<0.1%歷史
529 American Funds529FUNDS1COM293,293$29.3 萬<0.1%–
STRLSterling Infrastructure, Inc.COM2,457$27.1 萬<0.1%歷史
ECVTEcovyst Inc.COM22,400$25.0 萬<0.1%歷史
LUXHLuxurban Hotels Inc.COM176,761$24.4 萬<0.1%歷史
PRCHPorch Group, Inc.COM50,000$21.6 萬<0.1%歷史
STKSONE Group Hospitality, Inc.COM36,260$20.2 萬<0.1%歷史
TKTeekay Corp LtdCOM25,000$18.2 萬<0.1%歷史
Emerald Plantation HldgsG30337102COM780,000$9.36 萬<0.1%–
GPGIGPGI, Inc.COM CL A11,980$8.66 萬<0.1%歷史
NXGNXG NextGen Infrastructure Income FundCOM2,082$8.09 萬<0.1%歷史
ABCPAmBase CorpCOM345,501$7.32 萬<0.1%歷史
MSIFMSC Income Fund, Inc.Stock9,046$7.03 萬<0.1%歷史
TTTrane Technologies plcSHS220$6.60 萬<0.1%歷史
SPDR Series Trust78468R754ST STR R1K LOWV400$4.97 萬<0.1%–
DRIDarden Restaurants IncCOM214$3.58 萬<0.1%歷史
WisdomTree Tr97717W851JAPN HEDGE EQT326$3.54 萬<0.1%–
Vanguard Wellington FD921935870SHORT TRM TAX EX348$3.50 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J395BULETSHS 2029 HG1,631$3.45 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 20271,521$3.38 萬<0.1%–
STTState Street CorpCOM432$3.34 萬<0.1%歷史
IAGIamgold CorpCOM10,000$3.33 萬<0.1%歷史
ACIWAci Worldwide, Inc.Stock1,000$3.32 萬<0.1%歷史
LSTRLandstar System IncCOM142$2.74 萬<0.1%歷史
PXDPioneer Natural Resources CoCOM103$2.70 萬<0.1%歷史
First Tr MLP & Energy Incom33739B104COM2,577$2.49 萬<0.1%–
Techtronic Inds Ltd Sponsored ADR87873R101ADR308$2.09 萬<0.1%–
HOLOMicroCloud Hologram Inc.ORD SHS NEW5,000$1.93 萬<0.1%歷史
iShares Tr464288497DEVSMCP EXNA ETF320$1.81 萬<0.1%–
ALLYAlly Financial Inc.Stock410$1.66 萬<0.1%歷史
Paramount Global92556H206CL B1,350$1.59 萬<0.1%–
ATROAstronics CorpCOM750$1.43 萬<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF221$1.31 萬<0.1%–
VLYValley National BancorpCOM1,640$1.31 萬<0.1%歷史
ENTGEntegris IncCOM89$1.25 萬<0.1%歷史
CASHPathward Financial, Inc.COM220$1.11 萬<0.1%歷史
CCDCalamos Dynamic Convertible & Income FundCOM500$1.09 萬<0.1%歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF200$1.01 萬<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT250$9,770<0.1%–
iShares Tr46435U135CYBERSECURITY200$9,370<0.1%–
CAPSCapstone Holding Corp.COM1,786$9,287<0.1%歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW150$8,943<0.1%–
Softbank Group Corp.83404D109COM300$8,913<0.1%–
GLCNFGlencore plcADR800$8,760<0.1%歷史
BUIBlackRock Utilities, Infrastructure & Power Opportunities TrustCOM400$8,628<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS400$8,372<0.1%歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK1,386$8,219<0.1%歷史
CWCurtiss Wright CorpStock30$7,678<0.1%歷史
iShares Inc464286822MSCI MEXICO ETF106$7,347<0.1%–
FARMFarmer Brothers CoCOM2,000$7,140<0.1%歷史
ONONOn Holding AGStock200$7,076<0.1%歷史
CFCF Industries Holdings, Inc.COM85$7,073<0.1%歷史
ABBNYABB LtdSPONSORED ADR100$4,636<0.1%歷史
CNQCanadian Natural Resources LtdCOM58$4,427<0.1%歷史
COKECoca-Cola Consolidated, Inc.COM5$4,241<0.1%歷史
Atlantica Sustainable Infr PG0751N103SHS200$3,696<0.1%–
FRSHFreshworks Inc.Stock169$3,077<0.1%歷史
BOHBank of Hawaii CorpCOM47$2,940<0.1%歷史
MRCCMonroe Capital CorpCOM400$2,880<0.1%歷史
Digital Health Acquisition C253893119*W EXP 11/02/20219,700$2,528<0.1%–
ARDXArdelyx, Inc.COM287$2,095<0.1%歷史
SEVNSeven Hills Realty TrustCOM135$1,744<0.1%歷史
Rakuten Group Inc ShsJ64264104Common Stock275$1,555<0.1%–
NLOPNet Lease Office PropertiesCOM61$1,457<0.1%歷史
KHCKraft Heinz CoStock39$1,439<0.1%歷史
Mercury Ecom Acquisition Cor589381110*W EXP 07/27/2028,403$1,429<0.1%–
CPERUnited States Commodity Index Funds TrustCM REP COPP FD53$1,331<0.1%歷史
MOBXWMobix Labs, Inc*W EXP 12/21/2026,325$1,328<0.1%歷史
RNGERange Impact, Inc.COM3,500$1,312<0.1%歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF108$1,283<0.1%–
WSTWest Pharmaceutical Services IncCOM3$1,171<0.1%歷史
Twelve Seas Investment Co. II90118T114*W EXP 03/02/20213,455$1,157<0.1%–
HTZWWHertz Global Holdings, IncCommon Stock258$1,146<0.1%歷史
Global X FDS37954Y418THMATC GWT ETF46$1,110<0.1%–