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Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/11/14 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
2,034
較 2025 年第 2 季 +3
總值
$49.9 億
較 2025 年第 2 季 +$1.93 億 (+4.0%)
申報日
2025/11/14
SEC
Ancora Advisors, LLC 在 2025 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 CorpStock830,288$2.49 億5.0%−313,852−27.4%減碼歷史
LKQLKQ CorpCOM6,973,908$2.13 億4.3%+1,457,373+26.4%加碼歷史
AVGOBroadcom Inc.Stock451,560$1.49 億3.0%−35,402−7.3%減碼歷史
AAPLApple Inc.Stock546,275$1.39 億2.8%−14,221−2.5%減碼歷史
Vanguard S&P 500 ETF922908363ETF202,035$1.24 億2.5%−16,716−7.6%減碼–
MSFTMicrosoft CorpStock237,325$1.23 億2.5%−7,485−3.1%減碼歷史
SEESealed Air CorpCOM3,437,412$1.22 億2.4%+1,538,927+81.1%加碼歷史
iShares Tr464287150CORE S&P TTL STK667,197$9,718 萬1.9%+6,694+1.0%加碼–
JPMJPMorgan Chase & CoStock294,401$9,286 萬1.9%−11,356−3.7%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF1,654,611$8,394 萬1.7%+19,436+1.2%加碼–
ABBVAbbVie Inc.Stock340,352$7,881 萬1.6%−5,403−1.6%減碼歷史
CSXCSX CorpStock2,160,038$7,670 萬1.5%+137,994+6.8%加碼歷史
ETNEaton Corp plcStock189,575$7,095 萬1.4%−8,129−4.1%減碼歷史
AMZNAmazon Com IncStock298,013$6,543 萬1.3%−351−0.1%減碼歷史
iShares Core S&P 500 ETF464287200ETF88,428$5,918 萬1.2%+250+0.3%加碼–
HLIHoulihan Lokey, Inc.CL A276,828$5,684 萬1.1%−4,394−1.6%減碼歷史
RBARB Global Inc.COM513,511$5,564 萬1.1%−337,279−39.6%減碼歷史
VEEVVeeva Systems IncStock174,434$5,197 萬1.0%+60.0%加碼歷史
JNJJohnson & JohnsonStock275,902$5,116 萬1.0%+12,361+4.7%加碼歷史
GDGeneral Dynamics CorpStock145,877$4,974 萬1.0%+2,761+1.9%加碼歷史
BRK.BBerkshire Hathaway IncStock96,755$4,864 萬1.0%−645−0.7%減碼歷史
HDHome Depot, Inc.Stock116,636$4,726 萬0.9%−1,988−1.7%減碼歷史
HONHoneywell International IncCOM214,952$4,525 萬0.9%−460.0%減碼歷史
EOGEOG Resources IncStock386,147$4,329 萬0.9%+6,000+1.6%加碼歷史
BACBank of America CorpStock824,888$4,256 萬0.9%+4,593+0.6%加碼歷史
GOOGAlphabet Inc.Stock174,294$4,245 萬0.9%−877−0.5%減碼歷史
PGProcter & Gamble CoStock263,969$4,056 萬0.8%+43,052+19.5%加碼歷史
CVXChevron CorpStock254,695$3,955 萬0.8%+4,482+1.8%加碼歷史
FWRDForward Air CorpCOM1,475,055$3,782 萬0.8%+116,012+8.5%加碼歷史
METAMeta Platforms, Inc.Stock48,514$3,563 萬0.7%−13,270−21.5%減碼歷史
NVDANVIDIA CorpStock178,720$3,335 萬0.7%−3,983−2.2%減碼歷史
MCDMcDonalds CorpStock108,855$3,308 萬0.7%+796+0.7%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL649,986$3,301 萬0.7%+103,373+18.9%加碼–
VanEck Morningstar Wide Moat ETF92189F643ETF312,216$3,094 萬0.6%−6,075−1.9%減碼–
Vanguard Short-Term Bond ETF921937827ETF391,225$3,087 萬0.6%−8,539−2.1%減碼–
NNNextnav Inc.COMMON STOCK1,907,585$2,728 萬0.5%+32,224+1.7%加碼歷史
ACNAccenture plcStock109,683$2,705 萬0.5%−5,131−4.5%減碼歷史
AMTAmerican Tower CorpREIT139,946$2,691 萬0.5%+1,073+0.8%加碼歷史
MARMarriott International IncStock99,881$2,601 萬0.5%+113+0.1%加碼歷史
DISWalt Disney CoStock217,846$2,494 萬0.5%+38,416+21.4%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF933,477$2,459 萬0.5%−1,884−0.2%減碼–
CRHCRH Public Ltd CoORD202,097$2,423 萬0.5%+3,733+1.9%加碼歷史
CXTCrane NXT, Co.COM347,283$2,329 萬0.5%+24,890+7.7%加碼歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR599,977$2,310 萬0.5%+467,111+351.6%加碼歷史
GOOGLAlphabet Inc.Stock93,981$2,285 萬0.5%−720−0.8%減碼歷史
SFStifel Financial CorpCOM199,532$2,264 萬0.5%+2,320+1.2%加碼歷史
LINLinde PLCStock47,511$2,257 萬0.5%+946+2.0%加碼歷史
QCOMQualcomm IncStock134,217$2,233 萬0.4%−437−0.3%減碼歷史
Invesco Nasdaq 100 ETF46138G649ETF88,123$2,178 萬0.4%+4,253+5.1%加碼–
iShares Core MSCI Eafe ETF46432F842ETF235,746$2,058 萬0.4%+31,272+15.3%加碼–
MAGNMagnera CorpCOM SHS1,737,788$2,037 萬0.4%−189,555−9.8%減碼歷史
ZTSZoetis Inc.Stock130,828$1,914 萬0.4%+98,555+305.4%加碼歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA821,290$1,796 萬0.4%00.0%不變–
GLIBKLiberty Capital CorpSER C GCI GROUP473,593$1,765 萬0.4%+473,593新進歷史
FBINFortune Brands Innovations, Inc.COM328,369$1,753 萬0.4%−56,631−14.7%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF167,521$1,732 萬0.3%+1,804+1.1%加碼–
UGIUgi CorpStock519,962$1,729 萬0.3%−2,420−0.5%減碼歷史
MAMastercard IncStock29,922$1,702 萬0.3%−614−2.0%減碼歷史
RTXRTX CorpStock101,562$1,699 萬0.3%−5,045−4.7%減碼歷史
ECGEverus Construction Group, Inc.Stock198,185$1,699 萬0.3%−54,000−21.4%減碼歷史
ATMUAtmus Filtration Technologies Inc.COM375,685$1,694 萬0.3%+1,640+0.4%加碼歷史
ARESAres Management CorpCL A COM STK103,220$1,650 萬0.3%+1,785+1.8%加碼歷史
iShares S&P 100 ETF464287101ETF49,259$1,640 萬0.3%+1,169+2.4%加碼–
GPREGreen Plains Inc.COM1,857,799$1,633 萬0.3%−2,495,614−57.3%減碼歷史
WHWyndham Hotels & Resorts, Inc.COM203,857$1,629 萬0.3%−13,677−6.3%減碼歷史
PCHPotlatchdeltic CorpCOM395,417$1,611 萬0.3%+35,200+9.8%加碼歷史
ARMKAramarkCOM411,130$1,579 萬0.3%+51,090+14.2%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF132,525$1,575 萬0.3%+7,057+5.6%加碼–
COSTCostco Wholesale CorpStock16,959$1,570 萬0.3%−358−2.1%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF71,216$1,537 萬0.3%+2,633+3.8%加碼–
ANGIAngi Inc.CL A NEW932,086$1,516 萬0.3%+199,791+27.3%加碼歷史
HHHHoward Hughes Holdings Inc.COM182,343$1,498 萬0.3%+55,320+43.6%加碼歷史
PCARPaccar IncCOM151,021$1,485 萬0.3%+45,820+43.6%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF221,362$1,445 萬0.3%+7,823+3.7%加碼–
RYNRayonier IncCOM538,699$1,430 萬0.3%+66,421+14.1%加碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT239,440$1,417 萬0.3%+20,023+9.1%加碼–
KKellanovaStock172,750$1,417 萬0.3%−3,136−1.8%減碼歷史
AEBIAebi Schmidt Holding AGCOM1,114,502$1,390 萬0.3%+1,114,502新進歷史
RALRalliant CorpStock309,552$1,354 萬0.3%+260,698+533.6%加碼歷史
NPKINPK International Inc.COM SHS1,195,880$1,353 萬0.3%−248,100−17.2%減碼歷史
VVisa Inc.Stock39,481$1,348 萬0.3%+183+0.5%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF63,546$1,326 萬0.3%+240+0.4%加碼–
NWENorthWestern Energy Group, Inc.COM NEW226,075$1,325 萬0.3%+6,690+3.0%加碼歷史
SPYSPDR S&P 500 ETF TrustETF19,532$1,301 萬0.3%−101−0.5%減碼歷史
WMTWalmart Inc.Stock122,292$1,260 萬0.3%−3,844−3.0%減碼歷史
SHWSherwin Williams CoCOM35,823$1,240 萬0.2%+14,142+65.2%加碼歷史
BXBlackstone Inc.COM72,419$1,237 萬0.2%−144−0.2%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF41,840$1,229 萬0.2%+140+0.3%加碼–
iShares Tr46434V613CORE UNIVRSL USD257,647$1,203 萬0.2%−2,782−1.1%減碼–
CRCrane CoCOMMON STOCK65,060$1,198 萬0.2%−10,470−13.9%減碼歷史
BKNGBooking Holdings Inc.Stock2,218$1,197 萬0.2%−114−4.9%減碼歷史
ELEEFElement Fleet Management Corp.CORP COM459,830$1,191 萬0.2%−15,795−3.3%減碼歷史
MBCMasterBrand, Inc.COMMON STOCK895,096$1,179 萬0.2%+152,333+20.5%加碼歷史
Invesco QQQ Trust Series I46090E103ETF19,608$1,177 萬0.2%+610+3.2%加碼–
VNTVontier CorpStock274,345$1,151 萬0.2%+1,320+0.5%加碼歷史
KDKyndryl Holdings, Inc.Stock382,761$1,149 萬0.2%+15,880+4.3%加碼歷史
iShares S&P 500 Growth ETF464287309ETF94,971$1,146 萬0.2%+4,320+4.8%加碼–
American Centy ETF Tr025072877US SML CP VALU110,561$1,100 萬0.2%+6,602+6.4%加碼–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600218,437$1,055 萬0.2%−69,689−24.2%減碼–
MRPMillrose Properties, Inc.COM CL A313,870$1,055 萬0.2%+103,640+49.3%加碼歷史

選擇權(24 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 3 季的選擇權部位
證券類別賣權買權
Norfolk Southn Corp655844908CALL–$651.9 萬
iShares Tr464287955PUT$310.6 萬–
Veeva Sys Inc922475908CALL–$188.4 萬
LKQ Corp501889908CALL–$94.4 萬
Nextnav Inc65345N906CALL–$91.3 萬
SPDR S&P 500 ETF Tr78462F953PUT$56.4 萬–
SPDR S&P 500 ETF Tr78462F903CALL–$48.5 萬
Amcor PLCG0250X907CALL–$33.1 萬
iShares Tr464287952PUT$22.6 萬–
Union Pac Corp907818958PUT$22.5 萬–
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS$22.5 萬–
Sherwin Williams Co824348956PUT$17.6 萬–
UnitedHealth Group Inc91324P902COM–$8.36 萬
Forward Air Corp349853951PUT$8.00 萬–
Centene Corp Del15135B901CALL–$4.45 萬
LKQ Corp501889958PUT$4.20 萬–
Invesco QQQ Tr46090E953PUT$1.71 萬–
Apple Inc037833950PUT$7,455–
Broadcom Inc11135F951PUT$4,740–
ARK ETF Tr00214Q954PUT$3,000–
Icahn Enterprises LP451100901CALL–$1,010
SPDR Gold Tr78463V957GOLD SHS$270–
Amazon Com Inc023135906CALL–$57
Snap Inc83304A906CALL–$46

2025 年第 2 季之後清倉(130 檔)

2025 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 130 檔。

Ancora Advisors, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
PBIPitney Bowes IncCOM1,670,000$1,822 萬0.4%歷史
ALITAlight, Inc. / DelawareCOM CL A1,606,657$909.4 萬0.2%歷史
SHYFShyft Group, Inc.COM609,964$764.9 萬0.2%歷史
CNNECannae Holdings, Inc.COM235,677$491.4 萬0.1%歷史
ZIMVZimVie Inc.Stock269,799$252.3 萬0.1%歷史
CMDBCostamare Bulkers Holdings LtdCOM SHS263,983$228.9 萬<0.1%歷史
DLTRDollar Tree, Inc.COM20,090$199.0 萬<0.1%歷史
SMGScotts Miracle-Gro CoStock24,670$162.7 萬<0.1%歷史
Nextnav Inc.65345N114*W EXP 10/28/202161,910$102.8 萬<0.1%–
Third Point Offshore InvestorsG8846K109COM35,612$92.2 萬<0.1%–
SNCRSynchronoss Technologies IncCOM NEW134,380$92.1 萬<0.1%歷史
NUTXNutex Health Inc.COM5,346$66.6 萬<0.1%歷史
SBLKStar Bulk Carriers Corp.SHS PAR28,199$48.6 萬<0.1%歷史
IDAIdacorp IncCOM3,650$42.1 萬<0.1%歷史
SVVSavers Value Village, Inc.COM37,870$38.6 萬<0.1%歷史
Oxford Square Capital Corporat998100341COM373$37.3 萬<0.1%–
UEICUniversal Electronics IncCOM55,205$36.5 萬<0.1%歷史
TURN180 Degree Capital Corp.COM NEW89,078$35.4 萬<0.1%歷史
NLCPNewLake Capital Partners, Inc.COM23,010$33.3 萬<0.1%歷史
RDVTRed Violet, Inc.COM5,514$27.1 萬<0.1%歷史
MPAAMotorcar Parts of America IncCOM22,705$25.4 萬<0.1%歷史
DLHCDLH Holdings Corp.COM42,738$25.0 萬<0.1%歷史
SOFISoFi Technologies, Inc.Stock11,950$21.8 萬<0.1%歷史
AOUTAmerican Outdoor Brands, Inc.COM20,778$21.7 萬<0.1%歷史
ProShares Tr74349Y753SHOR S&P 500 NEW5,000$19.8 萬<0.1%–
HESHess CorpStock1,430$19.8 萬<0.1%歷史
Fidelity Merrimack STR Tr316188200LTD TRM BD ETF3,900$19.7 萬<0.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF2,316$16.8 萬<0.1%–
WHGWestwood Holdings Group IncCOM10,009$15.6 萬<0.1%歷史
VanEck Vectors ETF Tr92189F817VIETNAM ETF10,000$13.8 萬<0.1%–
VRAVera Bradley, Inc.COM57,253$12.7 萬<0.1%歷史
NBIXNeurocrine Biosciences IncStock1,000$12.6 萬<0.1%歷史
MXEMexico Equity & Income Fund IncCOM11,920$12.5 萬<0.1%歷史
PIIPolaris Inc.Stock3,000$12.2 萬<0.1%歷史
CHXChampionX CorpCOM4,780$11.9 萬<0.1%歷史
POSTPost Holdings, Inc.COM1,000$10.9 萬<0.1%歷史
ELAEnvela CorpCOM17,493$10.7 萬<0.1%歷史
SRADSportradar Group AGCLASS A ORD SHS3,460$9.72 萬<0.1%歷史
IVFHInnovative Food Holdings IncCOM63,430$8.25 萬<0.1%歷史
MIOPioneer Municipal High Income Opportunities Fund, Inc.COMMON STOCK6,930$8.18 萬<0.1%歷史
FXCInvesco CurrencyShares Canadian Dollar TrustCDN DLR SHS1,000$7.18 萬<0.1%歷史
CABOCable One, Inc.COM500$6.79 萬<0.1%歷史
TWTradeweb Markets Inc.Stock450$6.59 萬<0.1%歷史
GSATGlobalstar, Inc.COM NEW2,500$5.89 萬<0.1%歷史
DNUTKrispy Kreme, Inc.COM20,000$5.82 萬<0.1%歷史
TSQTownsquare Media, Inc.CL A7,053$5.58 萬<0.1%歷史
JACKJack in the Box IncCOM3,000$5.24 萬<0.1%歷史
Partners Group Growth LLC Clas70213W204LP25,261$5.03 萬<0.1%–
NRPNatural Resource Partners LPCOM UNIT LTD PAR400$3.82 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46139W841BULLETSHS 20301,394$3.63 萬<0.1%–
CLVTClarivate PLCORD SHS8,000$3.44 萬<0.1%歷史
SCSSteelcase IncCL A3,060$3.19 萬<0.1%歷史
CETCentral Securities CorpCOM546$2.61 萬<0.1%歷史
BMIBadger Meter IncCOM100$2.45 萬<0.1%歷史
TEITempleton Emerging Markets Income FundCOM3,800$2.28 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW271$2.19 萬<0.1%–
iShares Tr46434V1000-5YR INVT GR CP418$2.11 萬<0.1%–
iShares Tr46435U473BB RAT CORP BD438$2.06 萬<0.1%–
Oxford Square Capital Corporat69181V305COM745$1.86 萬<0.1%–
STRSitio Royalties Corp.CLASS A COM970$1.78 萬<0.1%歷史
ANSSAnsys IncCOM48$1.69 萬<0.1%歷史
PODDInsulet CorpStock50$1.57 萬<0.1%歷史
NICENICE Ltd.SPONSORED ADR90$1.52 萬<0.1%歷史
SEBSeaboard CorpCOM5$1.43 萬<0.1%歷史
PRMPerimeter Solutions, Inc.COMMON STOCK1,000$1.39 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46139W858BULLETSHS 2032622$1.28 萬<0.1%–
HSICHenry Schein IncCOM170$1.24 萬<0.1%歷史
PSB Hldgs Inc Wis69360N108COM498$1.17 萬<0.1%–
OSKOshkosh CorpCOM100$1.14 萬<0.1%歷史
USCIUnited States Commodity Index Funds TrustCOMM IDX FND150$1.10 萬<0.1%歷史
EXPEagle Materials IncCOM54$1.09 萬<0.1%歷史
CHCTCommunity Healthcare Trust IncCOM625$1.04 萬<0.1%歷史
MKSIMKS IncCOM101$1.00 萬<0.1%歷史
GTMZoomInfo Technologies Inc.Stock800$8,096<0.1%歷史
ARQArq, Inc.COM1,500$8,055<0.1%歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN137$6,733<0.1%–
KLGWK Kellogg CoCOM394$6,280<0.1%歷史
NVEENV5 Global, Inc.COM271$6,257<0.1%歷史
Northview Acquisition Corp66718N111*W EXP 08/02/20233,458$6,123<0.1%–
DXYZDestiny Tech100 Inc.CEF150$5,713<0.1%歷史
PTLOPortillo's Inc.COM CL A476$5,555<0.1%歷史
RIORio Tinto PLCADR88$5,159<0.1%歷史
iShares Tr46435G250HIGH YLD SYSTM B101$4,795<0.1%–
ALGNAlign Technology IncCOM25$4,733<0.1%歷史
SHOEShoe Station Group IncCOM250$4,677<0.1%歷史
Paramount Global Xxxsubmitted for Cashexp: 04925CSH033Equity350$4,515<0.1%–
Ea Series Trust02072L227RESEARCH AFFILIA182$4,441<0.1%–
VLYValley National BancorpCOM478$4,269<0.1%歷史
LNTHLantheus Holdings, Inc.Stock50$4,093<0.1%歷史
BGYBlackRock Enhanced International Dividend TrustCOM BENE INTER499$2,889<0.1%歷史
ZZillow Group, Inc.CL C CAP STK40$2,802<0.1%歷史
RBB FD Inc74933W452F/M US TREASURY53$2,650<0.1%–
VVRInvesco Senior Income TrustCOM500$1,900<0.1%歷史
iShares Tr464287861EUROPE ETF25$1,581<0.1%–
Dundee Precious Metals Inc265269209COM96$1,542<0.1%–
iShares Tr46434V4070-5YR HI YL CP33$1,424<0.1%–
iShares Tr464288802ESG OPTIMIZED9$1,141<0.1%–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT29$1,131<0.1%–
BOEBlackRock Enhanced Global Dividend TrustCOM98$1,112<0.1%歷史
MEGINYLI CBRE Global Infrastructure Megatrends Term FundCOM75$1,066<0.1%歷史