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Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/8/14 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
2,031
較 2025 年第 1 季 +182
總值
$48.0 億
較 2025 年第 1 季 +$3.16 億 (+7.1%)
申報日
2025/8/14
SEC
Ancora Advisors, LLC 在 2025 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 CorpStock1,144,140$2.93 億6.1%+180,640+18.7%加碼歷史
LKQLKQ CorpCOM5,516,535$2.04 億4.3%+39,068+0.7%加碼歷史
AVGOBroadcom Inc.Stock486,962$1.34 億2.8%−44,671−8.4%減碼歷史
Vanguard S&P 500 ETF922908363ETF218,751$1.24 億2.6%−1,756−0.8%減碼–
MSFTMicrosoft CorpStock244,810$1.22 億2.5%+370.0%加碼歷史
AAPLApple Inc.Stock560,496$1.15 億2.4%−7,328−1.3%減碼歷史
RBARB Global Inc.COM850,790$9,035 萬1.9%−189,818−18.2%減碼歷史
iShares Tr464287150CORE S&P TTL STK660,503$8,919 萬1.9%+10,078+1.5%加碼–
JPMJPMorgan Chase & CoStock305,757$8,864 萬1.8%−895−0.3%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF1,635,175$8,287 萬1.7%+8,878+0.5%加碼–
ETNEaton Corp plcStock197,704$7,058 萬1.5%+2,408+1.2%加碼歷史
CSXCSX CorpStock2,022,044$6,598 萬1.4%+1,980,319+4,746.1%加碼歷史
AMZNAmazon Com IncStock298,364$6,546 萬1.4%+130,547+77.8%加碼歷史
ABBVAbbVie Inc.Stock345,755$6,418 萬1.3%+1,727+0.5%加碼歷史
SEESealed Air CorpCOM1,898,485$5,891 萬1.2%+1,898,485新進歷史
iShares Core S&P 500 ETF464287200ETF88,178$5,475 萬1.1%+3,750+4.4%加碼–
HLIHoulihan Lokey, Inc.CL A281,222$5,061 萬1.1%+850+0.3%加碼歷史
VEEVVeeva Systems IncStock174,428$5,023 萬1.0%−27,420−13.6%減碼歷史
HONHoneywell International IncCOM214,998$5,007 萬1.0%+5,113+2.4%加碼歷史
BRK.BBerkshire Hathaway IncStock97,400$4,731 萬1.0%−2,619−2.6%減碼歷史
METAMeta Platforms, Inc.Stock61,784$4,560 萬1.0%+43,152+231.6%加碼歷史
EOGEOG Resources IncStock380,147$4,547 萬0.9%+2,719+0.7%加碼歷史
HDHome Depot, Inc.Stock118,624$4,349 萬0.9%−147−0.1%減碼歷史
GDGeneral Dynamics CorpStock143,116$4,174 萬0.9%+1,256+0.9%加碼歷史
AMCRAmcor plcORD4,411,638$4,054 萬0.8%+4,410,638+441,063.8%加碼歷史
JNJJohnson & JohnsonStock263,541$4,026 萬0.8%+1,507+0.6%加碼歷史
BACBank of America CorpStock820,295$3,882 萬0.8%+9,475+1.2%加碼歷史
CVXChevron CorpStock250,213$3,583 萬0.7%+3,884+1.6%加碼歷史
PGProcter & Gamble CoStock220,917$3,520 萬0.7%−884−0.4%減碼歷史
ACNAccenture plcStock114,814$3,432 萬0.7%+8,735+8.2%加碼歷史
FWRDForward Air CorpCOM1,359,043$3,335 萬0.7%+128,653+10.5%加碼歷史
MCDMcDonalds CorpStock108,059$3,157 萬0.7%−820−0.8%減碼歷史
Vanguard Short-Term Bond ETF921937827ETF399,764$3,146 萬0.7%−8,697−2.1%減碼–
GOOGAlphabet Inc.Stock175,171$3,107 萬0.6%+10,384+6.3%加碼歷史
AMTAmerican Tower CorpREIT138,873$3,069 萬0.6%+3,363+2.5%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF318,291$2,985 萬0.6%+18,957+6.3%加碼–
NVDANVIDIA CorpStock182,703$2,887 萬0.6%+6,270+3.6%加碼歷史
NNNextnav Inc.COMMON STOCK1,875,361$2,851 萬0.6%−362,375−16.2%減碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL546,613$2,774 萬0.6%+58,352+12.0%加碼–
MARMarriott International IncStock99,768$2,726 萬0.6%+1,646+1.7%加碼歷史
GPREGreen Plains Inc.COM4,353,413$2,625 萬0.5%+16,838+0.4%加碼歷史
WYWeyerhaeuser CoCOM NEW914,134$2,348 萬0.5%+9,412+1.0%加碼歷史
MAGNMagnera CorpCOM SHS1,927,343$2,328 萬0.5%+251,768+15.0%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF935,361$2,286 萬0.5%+83,755+9.8%加碼–
KVUEKenvue Inc.Stock1,086,165$2,273 萬0.5%+279,823+34.7%加碼歷史
DISWalt Disney CoStock179,430$2,225 萬0.5%+29,867+20.0%加碼歷史
LINLinde PLCStock46,565$2,185 萬0.5%+1,423+3.2%加碼歷史
QCOMQualcomm IncStock134,654$2,144 萬0.4%+13,324+11.0%加碼歷史
SFStifel Financial CorpCOM197,212$2,047 萬0.4%+61,257+45.1%加碼歷史
FBINFortune Brands Innovations, Inc.COM385,000$1,982 萬0.4%+83,202+27.6%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF83,870$1,905 萬0.4%−667−0.8%減碼–
UGIUgi CorpStock522,382$1,903 萬0.4%+16,892+3.3%加碼歷史
PBIPitney Bowes IncCOM1,670,000$1,822 萬0.4%+1,670,000新進歷史
CRHCRH Public Ltd CoORD198,364$1,821 萬0.4%+6,391+3.3%加碼歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA821,290$1,809 萬0.4%00.0%不變–
WHWyndham Hotels & Resorts, Inc.COM217,534$1,767 萬0.4%+8,617+4.1%加碼歷史
ARESAres Management CorpCL A COM STK101,435$1,757 萬0.4%+23,240+29.7%加碼歷史
CXTCrane NXT, Co.COM322,393$1,738 萬0.4%+30,100+10.3%加碼歷史
MAMastercard IncStock30,536$1,716 萬0.4%+208+0.7%加碼歷史
COSTCostco Wholesale CorpStock17,317$1,714 萬0.4%−556−3.1%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF204,474$1,707 萬0.4%+15,170+8.0%加碼–
iShares Tr46429B7470-5 YR TIPS ETF165,717$1,705 萬0.4%−339−0.2%減碼–
GOOGLAlphabet Inc.Stock94,701$1,669 萬0.3%+1,072+1.1%加碼歷史
ECGEverus Construction Group, Inc.Stock252,185$1,602 萬0.3%+2,040+0.8%加碼歷史
RTXRTX CorpStock106,607$1,557 萬0.3%−2,398−2.2%減碼歷史
KDKyndryl Holdings, Inc.Stock366,881$1,539 萬0.3%+850+0.2%加碼歷史
ARMKAramarkCOM360,040$1,507 萬0.3%+4,250+1.2%加碼歷史
iShares S&P 100 ETF464287101ETF48,090$1,464 萬0.3%−180.0%減碼–
CRCrane CoCOMMON STOCK75,530$1,434 萬0.3%+1,327+1.8%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF68,583$1,404 萬0.3%+4,649+7.3%加碼–
KKellanovaStock175,886$1,399 萬0.3%−1,256−0.7%減碼歷史
VVisa Inc.Stock39,298$1,395 萬0.3%−1,033−2.6%減碼歷史
PCHPotlatchdeltic CorpCOM360,217$1,382 萬0.3%+14,005+4.0%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF125,468$1,371 萬0.3%+3,406+2.8%加碼–
ATMUAtmus Filtration Technologies Inc.COM374,045$1,362 萬0.3%+3,700+1.0%加碼歷史
BKNGBooking Holdings Inc.Stock2,332$1,350 萬0.3%+30+1.3%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF213,539$1,324 萬0.3%−2,646−1.2%減碼–
Vanguard Index FDS922908652EXTEND MKT ETF68,085$1,312 萬0.3%−5,511−7.5%減碼–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600288,126$1,247 萬0.3%−24,913−8.0%減碼–
PPLIPeople IncCOM NEW331,428$1,238 萬0.3%+19,035+6.1%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF63,306$1,235 萬0.3%+1,563+2.5%加碼–
WMTWalmart Inc.Stock126,136$1,233 萬0.3%−5,243−4.0%減碼歷史
NPKINPK International Inc.COM SHS1,443,980$1,229 萬0.3%+48,430+3.5%加碼歷史
SPYSPDR S&P 500 ETF TrustETF19,633$1,213 萬0.3%−387−1.9%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD260,429$1,204 萬0.3%+11,649+4.7%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT219,417$1,195 萬0.2%+13,349+6.5%加碼–
ELEEFElement Fleet Management Corp.CORP COM475,625$1,189 萬0.2%−27,652−5.5%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF41,700$1,167 萬0.2%−518−1.2%減碼–
iShares Inc46434G764MSCI EMRG CHN180,174$1,138 萬0.2%+8,104+4.7%加碼–
NWENorthWestern Energy Group, Inc.COM NEW219,385$1,125 萬0.2%−1,940−0.9%減碼歷史
ANGIAngi Inc.CL A NEW732,295$1,117 萬0.2%+732,295新進歷史
BXBlackstone Inc.COM72,563$1,085 萬0.2%+3,477+5.0%加碼歷史
Invesco QQQ Trust Series I46090E103ETF18,998$1,048 萬0.2%+1,668+9.6%加碼–
RYNRayonier IncCOM472,278$1,048 萬0.2%+99,384+26.7%加碼歷史
Kraneshares Trust500767652MOUNT LUCAS ETF386,976$1,021 萬0.2%+34,411+9.8%加碼–
APGAPi Group CorpCOM STK197,771$1,010 萬0.2%−3,440−1.7%減碼歷史
VNTVontier CorpStock273,025$1,007 萬0.2%+860+0.3%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF107,186$1,006 萬0.2%+10,322+10.7%加碼–
MDUMdu Resources Group IncStock603,055$1,005 萬0.2%+7,400+1.2%加碼歷史
PCARPaccar IncCOM105,201$1,000 萬0.2%+11,189+11.9%加碼歷史

選擇權(20 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 2025 年第 2 季的選擇權部位
證券類別賣權買權
iShares Tr464287955PUT$695.5 萬–
Norfolk Southn Corp655844908CALL–$542.9 萬
CSX Corp126408903CALL–$228.0 萬
Amcor PLCG0250X907CALL–$217.9 萬
Veeva Sys Inc922475908CALL–$179.4 萬
iShares Tr464287905CALL–$109.3 萬
RB Global Inc74935Q907CALL–$102.3 萬
SPDR S&P 500 ETF Tr78462F953PUT$65.9 萬–
iShares Tr464287952PUT$62.8 萬–
SPDR S&P 500 ETF Tr78462F903CALL–$39.5 萬
Nextnav Inc65345N906CALL–$31.2 萬
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS$24.7 萬–
ProShares Tr74348A950PUT$16.7 萬–
Walgreens Boots Alliance Inc931427908CALL–$14.8 萬
Apple Inc037833950PUT$5.42 萬–
UnitedHealth Group Inc91324P952PUT$3.84 萬–
UnitedHealth Group Inc91324P902COM–$3.43 萬
Broadcom Inc11135F951PUT$1.79 萬–
Icahn Enterprises LP451100901CALL–$1,767
Comtech Telecommunications C205826909CALL–$500

2025 年第 1 季之後清倉(130 檔)

2025 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 130 檔。

Ancora Advisors, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
XUnited States Steel CorpCOM2,641,762$1.12 億2.5%歷史
BERYBerry Global Group, Inc.COM835,128$5,830 萬1.3%歷史
ARCBArcbest CorpCOM204,587$1,444 萬0.3%歷史
iShares Tr464287955PUT7,200$1,162 萬0.3%–
Berry Global Group Inc08579W903CALL7,039$478.4 萬0.1%–
HELEHelen of Troy LtdStock81,650$436.7 萬0.1%歷史
RB Global Inc74935Q907CALL5,226$412.0 萬0.1%–
AIOTPowerfleet, Inc.COM541,815$297.5 萬0.1%歷史
SPDR S&P 500 ETF Tr78462F953PUT1,587$273.6 萬0.1%–
SPBSpectrum Brands Holdings, Inc.COM36,310$259.8 萬0.1%歷史
RSTK Regional Brands Inc ComRGBDMERLICOM388,953$194.5 萬<0.1%–
PHXPHX Minerals Inc.CL A465,427$183.8 萬<0.1%歷史
DFSDiscover Financial ServicesCOM10,110$172.6 萬<0.1%歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF51,491$130.1 萬<0.1%–
WOOFPetco Health & Wellness Company, Inc.CL A COM389,060$118.7 萬<0.1%歷史
HGBLHeritage Global Inc.COM514,269$112.1 萬<0.1%歷史
Norfolk Southn Corp655844908CALL2,141$112.0 萬<0.1%–
Veeva Sys Inc922475908CALL237$104.3 萬<0.1%–
ProShares Tr74348A950PUT54$100.9 萬<0.1%–
MCSMarcus CorpCOM46,948$78.4 萬<0.1%歷史
CULPCulp IncCOM143,975$72.0 萬<0.1%歷史
ADVAdvantage Solutions Inc.COM CL A469,863$70.9 萬<0.1%歷史
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS4,000$66.9 萬<0.1%–
VREXVarex Imaging CorpCOM55,655$64.6 萬<0.1%歷史
iShares Tr464287952PUT1,011$55.1 萬<0.1%–
RGPResources Connection, Inc.COM66,350$43.4 萬<0.1%歷史
iShares U S ETF Tr46431W564COMMODITY CURVE20,473$41.8 萬<0.1%–
ATEXAnterix Inc.COM10,144$37.1 萬<0.1%歷史
CCRDCoreCard CorpCOM17,859$33.4 萬<0.1%歷史
ETF Opportunities Trust26923N512SMI 3FOURTEEN FU13,000$32.6 萬<0.1%–
EXKEndeavour Silver CorpCOM76,306$32.6 萬<0.1%歷史
FTKFlotek Industries IncCOM NEW37,640$31.4 萬<0.1%歷史
SPDR S&P 500 ETF Tr78462F903CALL18$29.7 萬<0.1%–
Nextnav Inc65345N906CALL1,548$27.6 萬<0.1%–
Robinson Alt Yld Premerg SP886364678ETP12,712$25.9 萬<0.1%–
GOCOGoHealth, Inc.CL A NEW20,869$25.6 萬<0.1%歷史
EHTHeHealth, Inc.COM30,475$20.4 萬<0.1%歷史
TYGTortoise Energy Infrastructure CorpCOM4,401$18.9 萬<0.1%歷史
Kraneshares Tr500767736QUADRTC INT RT10,000$18.7 萬<0.1%–
CSX Corp126408953PUT1,144$18.3 萬<0.1%–
QC Hldgs Inc Com74729T101COM579,907$17.4 萬<0.1%–
GSBDGoldman Sachs BDC, Inc.SHS14,752$17.2 萬<0.1%歷史
Pitney Bowes Inc724479900CALL600$16.1 萬<0.1%–
SGCSuperior Group of Companies, Inc.COM12,170$13.3 萬<0.1%歷史
Walgreens Boots Alliance Inc931427908CALL801$12.9 萬<0.1%–
PCRXPacira BioSciences, Inc.COM4,400$10.9 萬<0.1%歷史
Broadcom Inc11135F951PUT20$10.4 萬<0.1%–
Starz Entertainment Corp535919500CL B NON VTG12,430$9.84 萬<0.1%–
Fidelity Wise Origin Bitcoin FZZF992502COM1,351$9.72 萬<0.1%–
VXXBarclays Bank PLCIPATH S&P 500 SH1,855$9.55 萬<0.1%歷史
LPGDorian LPG Ltd.SHS USD4,200$9.38 萬<0.1%歷史
XPEVXpeng Inc.ADS4,000$8.29 萬<0.1%歷史
ABEVAmbev S.A.SPONSORED ADR28,000$6.52 萬<0.1%歷史
RKLBRocket Lab CorpCOM3,500$6.26 萬<0.1%歷史
Union Pac Corp907818958PUT147$6.25 萬<0.1%–
INMDInMode Ltd.SHS3,400$6.03 萬<0.1%歷史
AQSTAquestive Therapeutics, Inc.COM20,000$5.80 萬<0.1%歷史
AMPYAmplify Energy Corp.COM15,000$5.61 萬<0.1%歷史
SHENShenandoah Telecommunications CoCOM3,975$5.00 萬<0.1%歷史
Apple Inc037833950PUT21$4.18 萬<0.1%–
CRGYCrescent Energy CoCL A COM3,287$3.69 萬<0.1%歷史
LAMRLamar Advertising CoREIT300$3.41 萬<0.1%歷史
CRBUCaribou Biosciences, Inc.COM34,000$3.10 萬<0.1%歷史
GGGGraco IncCOM318$2.66 萬<0.1%歷史
HNRGHallador Energy CoStock2,110$2.59 萬<0.1%歷史
MSMMSC Industrial Direct Co IncCL A300$2.33 萬<0.1%歷史
PGYPagaya Technologies Ltd.CL A NEW2,150$2.25 萬<0.1%歷史
FOLDAmicus Therapeutics, Inc.COM2,694$2.20 萬<0.1%歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV275$2.02 萬<0.1%–
PUBMPubMatic, Inc.COM CL A2,000$1.83 萬<0.1%歷史
BBWIBath & Body Works, Inc.COM250$1.80 萬<0.1%歷史
Comtech Telecommunications C205826909CALL200$1.70 萬<0.1%–
INTTIntest CorpCOM2,380$1.66 萬<0.1%歷史
Wonderfi Technologies Inc Com New97818W107Stock113,000$1.53 萬<0.1%–
USIOUsio, Inc.COM10,000$1.46 萬<0.1%歷史
iShares Tr46435U861CORE DIVID ETF299$1.45 萬<0.1%–
Select Sector SPDR Tr81369Y906CALL100$1.35 萬<0.1%–
iShares Tr46434V381FUTU EXPO TE ETF219$1.26 萬<0.1%–
CRKComstock Resources IncCOM500$1.02 萬<0.1%歷史
EVBNEvans Bancorp IncCOM NEW251$9,781<0.1%歷史
Kohls Corp500255954PUT350$9,275<0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF75$8,284<0.1%–
RILYBRC Group Holdings, Inc.COM2,000$7,740<0.1%歷史
Victory Market Neutral Income Fund I92647P654Com860$7,486<0.1%–
Xtrackers International Real Estate ETF233051846ETF364$7,397<0.1%–
JBS SA466110103ADR488$6,998<0.1%–
WisdomTree Tr97717W281EMG MKTS SMCAP143$6,908<0.1%–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF220$6,468<0.1%–
SPDR Series Trust78464A656ST STR TIPS ETF230$6,067<0.1%–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF301$6,041<0.1%–
BECNQxo Building Products, Inc.COM42$5,195<0.1%歷史
EQCEQC Liquidating TrustCOM SH BEN INT2,250$3,622<0.1%歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B70$2,781<0.1%歷史
Icahn Enterprises LP451100901CALL101$2,525<0.1%–
Nestle SAH57312649COM21$2,121<0.1%–
Schwab International Small-Cap Equity ETF808524888ETF58$2,081<0.1%–
U.S. Global Jets ETF26922A842ETF100$2,077<0.1%–
ENPHEnphase Energy, Inc.Stock30$1,861<0.1%歷史
SPDR Ser Tr78464A532S&P TRANSN ETF20$1,477<0.1%–
LODEComstock Inc.COM SHS500$1,220<0.1%歷史