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Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/11/14 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
1,849
較 2024 年第 2 季 −55
總值
$43.9 億
較 2024 年第 2 季 +$3.56 億 (+8.8%)
申報日
2024/11/14
SEC
Ancora Advisors, LLC 在 2024 年第 3 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 CorpStock1,116,094$2.77 億6.3%−14,898−1.3%減碼歷史
BERYBerry Global Group, Inc.COM2,117,258$1.44 億3.3%+290,930+15.9%加碼歷史
AAPLApple Inc.Stock590,440$1.38 億3.1%−1,958−0.3%減碼歷史
Vanguard S&P 500 ETF922908363ETF256,435$1.35 億3.1%−10,727−4.0%減碼–
AVGOBroadcom Inc.Stock659,213$1.14 億2.6%00.0%不變依 10 比 1 拆股換算歷史
MSFTMicrosoft CorpStock240,650$1.04 億2.4%+3,139+1.3%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF1,579,626$8,015 萬1.8%+296,065+23.1%加碼–
iShares Tr464287150CORE S&P TTL STK624,811$7,849 萬1.8%+16,761+2.8%加碼–
ABBVAbbVie Inc.Stock352,966$6,970 萬1.6%+2,500+0.7%加碼歷史
UNHUnitedHealth Group IncStock115,240$6,738 萬1.5%−239−0.2%減碼歷史
ETNEaton Corp plcStock195,318$6,474 萬1.5%+2,329+1.2%加碼歷史
JPMJPMorgan Chase & CoStock304,071$6,412 萬1.5%+2,930+1.0%加碼歷史
GPREGreen Plains Inc.COM4,423,075$5,989 萬1.4%−77,325−1.7%減碼歷史
AMZNAmazon Com IncStock312,548$5,824 萬1.3%+4,542+1.5%加碼歷史
HDHome Depot, Inc.Stock121,968$4,942 萬1.1%+364+0.3%加碼歷史
iShares Core S&P 500 ETF464287200ETF84,388$4,868 萬1.1%+2,108+2.6%加碼–
EOGEOG Resources IncStock382,775$4,705 萬1.1%+15,533+4.2%加碼歷史
BRK.BBerkshire Hathaway IncStock101,099$4,653 萬1.1%−851−0.8%減碼歷史
RBARB Global Inc.COM573,908$4,619 萬1.1%−495,626−46.3%減碼歷史
HLIHoulihan Lokey, Inc.CL A287,519$4,543 萬1.0%+3,226+1.1%加碼歷史
JNJJohnson & JohnsonStock269,566$4,369 萬1.0%−13,628−4.8%減碼歷史
HONHoneywell International IncCOM207,286$4,285 萬1.0%+2,648+1.3%加碼歷史
GDGeneral Dynamics CorpStock137,698$4,161 萬0.9%+2,177+1.6%加碼歷史
FWRDForward Air CorpCOM1,125,506$3,984 萬0.9%+163,176+17.0%加碼歷史
METAMeta Platforms, Inc.Stock67,594$3,869 萬0.9%−12,133−15.2%減碼歷史
CVXChevron CorpStock262,519$3,866 萬0.9%−60,309−18.7%減碼歷史
HLITHarmonic Inc.COM2,644,637$3,853 萬0.9%−282,346−9.6%減碼歷史
PGProcter & Gamble CoStock219,261$3,798 萬0.9%+4,034+1.9%加碼歷史
ACNAccenture plcStock102,832$3,635 萬0.8%+1,405+1.4%加碼歷史
LKQLKQ CorpCOM850,992$3,397 萬0.8%+842,984+10,526.8%加碼歷史
BACBank of America CorpStock822,650$3,264 萬0.7%+10,101+1.2%加碼歷史
MCDMcDonalds CorpStock107,172$3,263 萬0.7%+1,391+1.3%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF402,767$3,169 萬0.7%−26,177−6.1%減碼–
KKellanovaStock373,629$3,016 萬0.7%−134,166−26.4%減碼歷史
AMTAmerican Tower CorpREIT120,001$2,791 萬0.6%+29,801+33.0%加碼歷史
GOOGAlphabet Inc.Stock163,442$2,733 萬0.6%−499−0.3%減碼歷史
MARMarriott International IncStock99,342$2,470 萬0.6%+716+0.7%加碼歷史
WYWeyerhaeuser CoCOM NEW669,448$2,267 萬0.5%+7,905+1.2%加碼歷史
FBINFortune Brands Innovations, Inc.COM253,046$2,266 萬0.5%+10,527+4.3%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF231,740$2,247 萬0.5%+26,254+12.8%加碼–
CZRCaesars Entertainment, Inc.COM534,696$2,232 萬0.5%+216,185+67.9%加碼歷史
NVDANVIDIA CorpStock181,096$2,199 萬0.5%+1,598+0.9%加碼歷史
MDUMdu Resources Group IncStock800,367$2,194 萬0.5%−80,050−9.1%減碼歷史
LINLinde PLCStock43,437$2,071 萬0.5%+1,177+2.8%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF291,315$1,977 萬0.5%−4,756−1.6%減碼–
CXTCrane NXT, Co.COM326,774$1,833 萬0.4%−40,080−10.9%減碼歷史
QCOMQualcomm IncStock107,043$1,820 萬0.4%+3,427+3.3%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF87,931$1,766 萬0.4%+607+0.7%加碼–
MBCMasterBrand, Inc.COMMON STOCK944,902$1,752 萬0.4%+159,384+20.3%加碼歷史
VEEVVeeva Systems IncStock81,920$1,719 萬0.4%−50.0%減碼歷史
WHWyndham Hotels & Resorts, Inc.COM218,969$1,711 萬0.4%−58,416−21.1%減碼歷史
CRHCRH Public Ltd CoORD181,193$1,680 萬0.4%+29,436+19.4%加碼歷史
HHHHoward Hughes Holdings Inc.COM215,720$1,670 萬0.4%+50,305+30.4%加碼歷史
COSTCostco Wholesale CorpStock18,489$1,639 萬0.4%−859−4.4%減碼歷史
GOOGLAlphabet Inc.Stock92,736$1,538 萬0.4%−435−0.5%減碼歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA666,290$1,532 萬0.3%−30,000−4.3%減碼–
MAMastercard IncStock30,490$1,506 萬0.3%−1,041−3.3%減碼歷史
KVUEKenvue Inc.Stock650,588$1,505 萬0.3%+160,955+32.9%加碼歷史
RTXRTX CorpStock122,668$1,486 萬0.3%−4,568−3.6%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF145,967$1,479 萬0.3%+10,141+7.5%加碼–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600316,978$1,449 萬0.3%+1,514+0.5%加碼–
APGAPi Group CorpCOM STK429,504$1,418 萬0.3%+32,300+8.1%加碼歷史
NCMINational CineMedia, Inc.COM NEW2,003,728$1,413 萬0.3%+255,357+14.6%加碼歷史
ATMUAtmus Filtration Technologies Inc.COM375,295$1,408 萬0.3%+95,895+34.3%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF219,707$1,369 萬0.3%−2,036−0.9%減碼–
ARMKAramarkCOM349,640$1,354 萬0.3%+3,060+0.9%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF115,066$1,346 萬0.3%+11,332+10.9%加碼–
Vanguard Index FDS922908652EXTEND MKT ETF73,649$1,340 萬0.3%+1,090+1.5%加碼–
NNNextnav Inc.COMMON STOCK1,755,250$1,315 萬0.3%+144,975+9.0%加碼歷史
CRCrane CoCOMMON STOCK82,501$1,306 萬0.3%−7,150−8.0%減碼歷史
VVXV2X, Inc.COM233,345$1,303 萬0.3%+45,030+23.9%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF166,817$1,302 萬0.3%+2,089+1.3%加碼–
PEPPepsiCo IncStock75,762$1,288 萬0.3%−4,187−5.2%減碼歷史
KDKyndryl Holdings, Inc.Stock557,023$1,280 萬0.3%+123,085+28.4%加碼歷史
SFStifel Financial CorpCOM132,665$1,246 萬0.3%+7,209+5.7%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF60,917$1,223 萬0.3%−17,731−22.5%減碼–
Vanguard Dividend Appreciation ETF921908844ETF60,355$1,195 萬0.3%+935+1.6%加碼–
ARESAres Management CorpCL A COM STK76,148$1,187 萬0.3%+4,257+5.9%加碼歷史
Vanguard Real Estate ETF922908553ETF119,298$1,162 萬0.3%−1,691−1.4%減碼–
AMGNAmgen IncStock35,692$1,150 萬0.3%−416−1.2%減碼歷史
NOMDNomad Foods LtdUSD ORD SHS598,530$1,141 萬0.3%−36,770−5.8%減碼歷史
ELEEFElement Fleet Management Corp.CORP COM523,892$1,115 萬0.3%+523,892新進歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF42,242$1,114 萬0.3%+449+1.1%加碼–
PPLIPeople IncCOM NEW206,472$1,111 萬0.3%−106,370−34.0%減碼歷史
SPYSPDR S&P 500 ETF TrustETF19,307$1,108 萬0.3%+30+0.2%加碼歷史
RYNRayonier IncCOM342,870$1,103 萬0.3%+263,800+333.6%加碼歷史
ACAArcosa, Inc.COM116,344$1,102 萬0.3%+31,270+36.8%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD233,824$1,102 萬0.3%+16,324+7.5%加碼–
VVisa Inc.Stock39,961$1,099 萬0.3%+3,030+8.2%加碼歷史
FGF&G Annuities & Life, Inc.COMMON STOCK243,653$1,090 萬0.2%+65,364+36.7%加碼歷史
PCHPotlatchdeltic CorpCOM239,291$1,078 萬0.2%+3,980+1.7%加碼歷史
WMTWalmart Inc.Stock131,811$1,064 萬0.2%−1,049−0.8%減碼歷史
BXBlackstone Inc.COM68,994$1,057 萬0.2%−4,732−6.4%減碼歷史
DTMDT Midstream, Inc.COMMON STOCK130,933$1,030 萬0.2%−52,600−28.7%減碼歷史
iShares Tr4642874571 3 YR TREAS BD120,119$998.8 萬0.2%−2,081−1.7%減碼–
NWENorthWestern Energy Group, Inc.COM NEW174,510$998.5 萬0.2%+1,000+0.6%加碼歷史
iShares Inc46434G764MSCI EMRG CHN162,470$992.9 萬0.2%+18,833+13.1%加碼–
XOMExxonMobil Holdings CorpCOM84,585$991.5 萬0.2%−5,427−6.0%減碼歷史
HOSHornbeck Offshore Services, Inc.Stock873,506$969.6 萬0.2%+297,040+51.5%加碼歷史
BKNGBooking Holdings Inc.Stock2,301$969.1 萬0.2%+368+19.0%加碼歷史

2024 年第 2 季之後清倉(191 檔)

2024 年第 2 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 191 檔。

Ancora Advisors, LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
Vanguard Materials ETF92204A801ETF31,559$607.9 萬0.2%–
Liberty Media Corp531229789Stock187,477$415.4 萬0.1%–
EXEExpand Energy CorpCOM40,410$332.1 萬0.1%歷史
Select Sector SPDR Tr81369Y904CALL1,841$275.9 萬0.1%–
CHUYChuy's Holdings, Inc.COM82,152$212.9 萬0.1%歷史
STGWStagwell IncCOM CL A308,487$210.4 萬0.1%歷史
INTTIntest CorpCOM152,817$151.0 萬<0.1%歷史
Vanguard Limited Term Tax Exempt Admiral Shs922907886Com109,517$118.1 萬<0.1%–
ALEAllete IncCOM NEW17,410$108.6 萬<0.1%歷史
FLXSFlexsteel Industries IncCOM27,942$86.8 萬<0.1%歷史
MNTXManitex International, Inc.COM160,364$71.0 萬<0.1%歷史
ALTGAlta Equipment Group Inc.COMMON STOCK76,904$61.8 萬<0.1%歷史
ITIIteris, Inc.COM134,552$58.3 萬<0.1%歷史
CWCOConsolidated Water Co. Ltd.ORD19,710$52.3 萬<0.1%歷史
RRGBRed Robin Gourmet Burgers IncCOM66,720$50.5 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB24,675$50.5 萬<0.1%–
SGCSuperior Group of Companies, Inc.COM25,210$47.7 萬<0.1%歷史
AANAaron's Company, Inc.COM45,370$45.3 萬<0.1%歷史
Facebook Inc30303M902CALL42$36.1 萬<0.1%–
HBBHamilton Beach Brands Holding CoCOM CL A19,080$32.8 萬<0.1%歷史
AXTIAxt IncCOM88,974$30.1 萬<0.1%歷史
BCOVBrightcove IncCOM102,777$24.4 萬<0.1%歷史
Direxion Shs ETF Tr25459Y957PUT4,393$17.6 萬<0.1%–
Currency Exchange Internationa23131B307COM8,700$16.7 萬<0.1%–
BCATBlackRock Capital Allocation Term TrustCOM10,000$16.4 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US1,609$15.8 萬<0.1%–
Global X Uranium ETF37954Y871ETF5,171$15.0 萬<0.1%–
Vanguard Scottsdale FDS92206C573TOTAL CORP BND1,700$12.9 萬<0.1%–
Select Sector SPDR Tr81369Y954PUT5,519$12.8 萬<0.1%–
iShares Semiconductor ETF464287523ETF511$12.6 萬<0.1%–
ProShares Tr74347W900CALL2,000$12.5 萬<0.1%–
CMTLComtech Telecommunications CorpCOM NEW35,760$10.8 萬<0.1%歷史
GDENNew Royal Holdco I Inc.COM3,378$10.5 萬<0.1%歷史
VTRVentas, Inc.REIT2,000$10.3 萬<0.1%歷史
Liberty Media Corp531229813Stock3,514$7.78 萬<0.1%–
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT10,000$7.23 萬<0.1%歷史
WRKWestRock CoCOM1,250$6.28 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q373BETABUILDERS I924$5.46 萬<0.1%–
FLOFlowers Foods IncCOM2,076$4.61 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q241BETABUILDERS US928$4.21 萬<0.1%–
WENWendy's CoStock2,280$3.87 萬<0.1%歷史
PDPagerDuty, Inc.COM1,600$3.67 萬<0.1%歷史
Winnebago Inds Inc974637950PUT100$3.65 萬<0.1%–
HBIHanesbrands Inc.COM5,600$2.76 萬<0.1%歷史
HUNHuntsman CORPCOM1,200$2.73 萬<0.1%歷史
Sprott FDS Tr85208P303URANIUM MINERS E477$2.35 萬<0.1%–
NRGNRG Energy, Inc.Stock300$2.34 萬<0.1%歷史
FLRFluor CorpStock500$2.18 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q266ACTIVEBLDRS EMER559$2.13 萬<0.1%–
VanEck Vectors ETF Tr92189F906CALL40$2.04 萬<0.1%–
PFGCPerformance Food Group CoCOM300$1.98 萬<0.1%歷史
POOLPool CorpCOM62$1.91 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF391$1.81 萬<0.1%–
NWLINational Western Life Group, Inc.CL A35$1.74 萬<0.1%歷史
RYANRyan Specialty Holdings, Inc.CL A300$1.74 萬<0.1%歷史
Caesars Entertainment Inc Ne12769G950COM400$1.58 萬<0.1%–
KRNTKornit Digital Ltd.SHS1,000$1.46 萬<0.1%歷史
Etfis Ser Tr I26923G772INFRAC ACT MLP353$1.45 萬<0.1%–
WisdomTree Tr97717Y543ARTI INT INN FD638$1.33 萬<0.1%–
LFMDLifeMD, Inc.COM1,820$1.25 萬<0.1%歷史
Kraneshares Tr500767906CALL50$1.04 萬<0.1%–
Global X FDS37954Y483NASDAQ 100 COVER563$9,948<0.1%–
DEAEasterly Government Properties, Inc.COM795$9,834<0.1%歷史
Etfis Ser Tr I26923G822VIRTUS INFRCAP461$9,695<0.1%–
PDDPDD Holdings Inc.SPONSORED ADS70$9,306<0.1%歷史
Series Portfolios Tr81752T619INFRASTRCTUR CAP337$8,289<0.1%–
DODiamond Offshore Drilling, Inc.COM512$7,931<0.1%歷史
SIRISirius XM Holdings Inc.COM2,709$7,666<0.1%歷史
JPMorgan Tr I4812A3288INCM BLDR FD A773$7,515<0.1%–
LADLithia Motors IncCOM29$7,321<0.1%歷史
SEESealed Air CorpCOM200$6,958<0.1%歷史
SPDR S&P 500 ETF Tr78462F953PUT12$5,904<0.1%–
BUDAnheuser-Busch InBev SA/NVADR100$5,815<0.1%歷史
ETF Opportunities Trust26923N744REX FANG & INNOV106$5,800<0.1%–
SKYWSkywest IncCOM68$5,581<0.1%歷史
STWDStarwood Property Trust, Inc.COM270$5,114<0.1%歷史
ETF Ser Solutions26922B840COM504$5,080<0.1%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS85$4,950<0.1%–
WWRWestwater Resources, Inc.COM NEW10,000$4,817<0.1%歷史
EPREpr PropertiesCOM SH BEN INT112$4,702<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999250$4,680<0.1%歷史
MEIMethode Electronics IncCOM450$4,657<0.1%歷史
MHKMohawk Industries IncCOM40$4,544<0.1%歷史
Global X FDS37954Y830GLOBAL X COPPER100$4,511<0.1%–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF75$4,162<0.1%–
SNAPSnap IncStock250$4,152<0.1%歷史
KNTKKinetik Holdings Inc.COM NEW CL A100$4,144<0.1%歷史
iShares Inc464286901CALL100$3,750<0.1%–
USOICredit Suisse AGXLINK CRD ETN3750$3,715<0.1%歷史
Global X FDS37960A503NASDAQ 100 RIS203$3,421<0.1%–
Flagstar Bank, National Association649445103COM1,000$3,220<0.1%–
CIM.PBChimera Investment CorpPFD114$2,810<0.1%歷史
XRN.PAChiron Real Estate Inc.PREFERRED STOCK111$2,777<0.1%歷史
SBHSally Beauty Holdings, Inc.COM255$2,736<0.1%歷史
CIMChimera Investment CorpCOM SHS200$2,560<0.1%歷史
REZIResideo Technologies, Inc.Stock130$2,543<0.1%歷史
Bite Acquisition Corp.09175K113*W EXP 02/12/20344,735$2,460<0.1%–
GNL.PDGlobal Net Lease, Inc.CV PFD120$2,453<0.1%歷史
Kernel Group Holdings, Inc.G5259L129*W EXP 02/02/20218,700$2,438<0.1%–
SPDR Gold Tr78463V957GOLD SHS10$2,430<0.1%–