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Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/17 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
2,506
較 2025 年第 3 季 +472
總值
$48.4 億
較 2025 年第 3 季 −$1.46 億 (−2.9%)
申報日
2026/2/17
SEC
Ancora Advisors, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LKQLKQ CorpCOM8,001,952$2.42 億5.0%+1,028,044+14.7%加碼歷史
AVGOBroadcom Inc.Stock437,694$1.51 億3.1%−13,866−3.1%減碼歷史
AAPLApple Inc.Stock552,924$1.50 億3.1%+6,649+1.2%加碼歷史
COLDAmericold Realty TrustCOM11,528,577$1.48 億3.1%+11,528,577新進歷史
Vanguard S&P 500 ETF922908363ETF201,751$1.27 億2.6%−284−0.1%減碼–
RBARB Global Inc.COM1,128,494$1.16 億2.4%+614,983+119.8%加碼歷史
MSFTMicrosoft CorpStock236,544$1.14 億2.4%−781−0.3%減碼歷史
iShares Tr464287150CORE S&P TTL STK671,295$9,981 萬2.1%+4,098+0.6%加碼–
JPMJPMorgan Chase & CoStock292,992$9,441 萬1.9%−1,409−0.5%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF1,806,977$9,141 萬1.9%+152,366+9.2%加碼–
ABBVAbbVie Inc.Stock338,930$7,744 萬1.6%−1,422−0.4%減碼歷史
iShares Core S&P 500 ETF464287200ETF91,450$6,264 萬1.3%+3,022+3.4%加碼–
ETNEaton Corp plcStock191,827$6,110 萬1.3%+2,252+1.2%加碼歷史
JNJJohnson & JohnsonStock276,987$5,732 萬1.2%+1,085+0.4%加碼歷史
GOOGAlphabet Inc.Stock170,219$5,341 萬1.1%−4,075−2.3%減碼歷史
GDGeneral Dynamics CorpStock148,664$5,005 萬1.0%+2,787+1.9%加碼歷史
BRK.BBerkshire Hathaway IncStock98,533$4,953 萬1.0%+1,778+1.8%加碼歷史
HLIHoulihan Lokey, Inc.CL A280,261$4,882 萬1.0%+3,433+1.2%加碼歷史
BACBank of America CorpStock829,449$4,562 萬0.9%+4,561+0.6%加碼歷史
KVYOKlaviyo, Inc.COM SER A1,330,755$4,321 萬0.9%+1,330,755新進歷史
HONHoneywell International IncCOM218,344$4,260 萬0.9%+3,392+1.6%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL795,963$4,026 萬0.8%+145,977+22.5%加碼–
HDHome Depot, Inc.Stock115,751$3,983 萬0.8%−885−0.8%減碼歷史
AMZNAmazon Com IncStock171,818$3,966 萬0.8%−126,195−42.3%減碼歷史
CVXChevron CorpStock256,115$3,903 萬0.8%+1,420+0.6%加碼歷史
EOGEOG Resources IncStock357,212$3,751 萬0.8%−28,935−7.5%減碼歷史
PGProcter & Gamble CoStock257,420$3,689 萬0.8%−6,549−2.5%減碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF355,168$3,678 萬0.8%+42,952+13.8%加碼–
NVDANVIDIA CorpStock180,483$3,366 萬0.7%+1,763+1.0%加碼歷史
MCDMcDonalds CorpStock109,372$3,343 萬0.7%+517+0.5%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF413,303$3,257 萬0.7%+22,078+5.6%加碼–
NNNextnav Inc.COMMON STOCK1,947,085$3,240 萬0.7%+39,500+2.1%加碼歷史
MARMarriott International IncStock102,326$3,175 萬0.7%+2,445+2.4%加碼歷史
GOOGLAlphabet Inc.Stock94,896$2,970 萬0.6%+915+1.0%加碼歷史
VEEVVeeva Systems IncStock131,859$2,943 萬0.6%−42,575−24.4%減碼歷史
ACNAccenture plcStock106,863$2,867 萬0.6%−2,820−2.6%減碼歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR615,209$2,645 萬0.5%+15,232+2.5%加碼歷史
CRHCRH Public Ltd CoORD211,609$2,641 萬0.5%+9,512+4.7%加碼歷史
Royal Oak Realty Trust I NC11899N308LP395,785$2,592 萬0.5%+355,554+883.8%加碼–
SFStifel Financial CorpCOM204,067$2,555 萬0.5%+4,535+2.3%加碼歷史
DISWalt Disney CoStock224,545$2,555 萬0.5%+6,699+3.1%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF904,076$2,433 萬0.5%−29,401−3.1%減碼–
QCOMQualcomm IncStock141,614$2,422 萬0.5%+7,397+5.5%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF267,774$2,396 萬0.5%+32,028+13.6%加碼–
AMTAmerican Tower CorpREIT132,030$2,318 萬0.5%−7,916−5.7%減碼歷史
GLIBKLiberty Capital CorpSER C GCI GROUP596,111$2,218 萬0.5%+122,518+25.9%加碼歷史
ARESAres Management CorpCL A COM STK133,428$2,157 萬0.4%+30,208+29.3%加碼歷史
LINLinde PLCStock48,934$2,087 萬0.4%+1,423+3.0%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF80,253$2,030 萬0.4%−7,870−8.9%減碼–
ATMUAtmus Filtration Technologies Inc.COM375,615$1,950 萬0.4%−700.0%減碼歷史
FBINFortune Brands Innovations, Inc.COM373,752$1,870 萬0.4%+45,383+13.8%加碼歷史
PCHPotlatchdeltic CorpCOM469,257$1,867 萬0.4%+73,840+18.7%加碼歷史
iShares Tr46429B7470-5 YR TIPS ETF180,831$1,852 萬0.4%+13,310+7.9%加碼–
RTXRTX CorpStock100,118$1,836 萬0.4%−1,444−1.4%減碼歷史
RALRalliant CorpStock356,607$1,815 萬0.4%+47,055+15.2%加碼歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA821,290$1,799 萬0.4%00.0%不變–
PCARPaccar IncCOM159,306$1,745 萬0.4%+8,285+5.5%加碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT285,472$1,736 萬0.4%+46,032+19.2%加碼–
MAMastercard IncStock29,993$1,712 萬0.4%+71+0.2%加碼歷史
ZTSZoetis Inc.Stock136,030$1,712 萬0.4%+5,202+4.0%加碼歷史
CRMSalesforce, Inc.Stock64,284$1,703 萬0.4%+57,983+920.2%加碼歷史
GPREGreen Plains Inc.COM1,718,656$1,684 萬0.3%−139,143−7.5%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF137,526$1,653 萬0.3%+5,001+3.8%加碼–
SHWSherwin Williams CoCOM50,862$1,648 萬0.3%+15,039+42.0%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF73,637$1,618 萬0.3%+2,421+3.4%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF239,260$1,579 萬0.3%+17,898+8.1%加碼–
iShares S&P 100 ETF464287101ETF45,638$1,565 萬0.3%−3,621−7.4%減碼–
COSTCostco Wholesale CorpStock17,707$1,527 萬0.3%+748+4.4%加碼歷史
UGIUgi CorpStock402,309$1,506 萬0.3%−117,653−22.6%減碼歷史
VSTSVestis CorpCOM SHS2,227,830$1,486 萬0.3%+2,197,830+7,326.1%加碼歷史
AEBIAebi Schmidt Holding AGCOM1,161,612$1,469 萬0.3%+47,110+4.2%加碼歷史
VVisa Inc.Stock41,194$1,445 萬0.3%+1,713+4.3%加碼歷史
MIDDMIDDLEBY CorpCOM95,427$1,419 萬0.3%+66,502+229.9%加碼歷史
WMTWalmart Inc.Stock127,273$1,418 萬0.3%+4,981+4.1%加碼歷史
SPYSPDR S&P 500 ETF TrustETF20,060$1,368 萬0.3%+528+2.7%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF63,552$1,346 萬0.3%+60.0%加碼–
AMRZAmrize LtdSHS248,180$1,342 萬0.3%+67,560+37.4%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM169,977$1,284 萬0.3%−33,880−16.6%減碼歷史
iShares S&P 500 Growth ETF464287309ETF104,171$1,284 萬0.3%+9,200+9.7%加碼–
FTVFortive CorpStock229,674$1,268 萬0.3%+163,864+249.0%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF187,769$1,262 萬0.3%+115,364+159.3%加碼–
PHINPhinia Inc.COMMON STOCK201,174$1,261 萬0.3%+18,274+10.0%加碼歷史
iShares Tr464288877EAFE VALUE ETF175,629$1,254 萬0.3%+25,656+17.1%加碼–
METAMeta Platforms, Inc.Stock18,948$1,251 萬0.3%−29,566−60.9%減碼歷史
BKNGBooking Holdings Inc.Stock2,306$1,235 萬0.3%+88+4.0%加碼歷史
CXTCrane NXT, Co.COM261,191$1,229 萬0.3%−86,092−24.8%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD261,845$1,219 萬0.3%+4,198+1.6%加碼–
CCCCCC Intelligent Solutions Holdings Inc.COM1,531,260$1,217 萬0.3%+1,531,120+1,093,657.1%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF41,878$1,215 萬0.3%+38+0.1%加碼–
CRCrane CoCOMMON STOCK65,358$1,205 萬0.2%+298+0.5%加碼歷史
AMGNAmgen IncStock36,193$1,185 萬0.2%+874+2.5%加碼歷史
APGAPi Group CorpCOM STK307,392$1,176 萬0.2%+10,789+3.6%加碼歷史
ELEEFElement Fleet Management Corp.CORP COM446,196$1,173 萬0.2%−13,634−3.0%減碼歷史
AMTMAmentum Holdings, Inc.COM402,346$1,167 萬0.2%+268,472+200.5%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR348,538$1,151 萬0.2%+2,737+0.8%加碼歷史
BXBlackstone Inc.COM74,217$1,144 萬0.2%+1,798+2.5%加碼歷史
NPKINPK International Inc.COM SHS958,560$1,143 萬0.2%−237,320−19.8%減碼歷史
SOLSSolstice Advanced Materials Inc.COM SHS232,319$1,129 萬0.2%+232,319新進歷史
American Centy ETF Tr025072877US SML CP VALU109,568$1,117 萬0.2%−993−0.9%減碼–
ASMLASML Holding NVADR10,430$1,116 萬0.2%−129−1.2%減碼歷史

選擇權(15 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 4 季的選擇權部位
證券類別賣權買權
iShares Tr464287955PUT$389.5 萬–
Norfolk Southn Corp655844908CALL–$280.5 萬
Nextnav Inc65345N906CALL–$111.0 萬
LKQ Corp501889908CALL–$109.0 萬
Veeva Sys Inc922475908CALL–$59.6 萬
Sherwin Williams Co824348956PUT$20.0 萬–
RB Global Inc74935Q907CALL–$18.2 萬
SPDR Gold Tr78463V957GOLD SHS$9.69 萬–
UnitedHealth Group Inc91324P902COM–$2.83 萬
Invesco QQQ Tr46090E953PUT$4,896–
SPDR S&P 500 ETF Tr78462F953PUT$4,726–
SPDR S&P 500 ETF Tr78462F903CALL–$3,365
Icahn Enterprises LP451100901CALL–$252
Apple Inc037833950PUT$67–
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS$12–

2025 年第 3 季之後清倉(104 檔)

2025 年第 3 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 104 檔。

Ancora Advisors, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
FWRDForward Air CorpCOM1,475,055$3,782 萬0.8%歷史
KKellanovaStock172,750$1,417 萬0.3%歷史
CVGWCalavo Growers IncCOM314,510$809.5 萬0.2%歷史
Sandstorm Gold Ltd Com New80013R206Stock418,250$523.6 萬0.1%–
CNDTCONDUENT IncCOM1,269,440$355.4 萬0.1%歷史
PSFEPaysafe LtdSHS196,580$254.0 萬0.1%歷史
ULUnilever PLCSPON ADR NEW30,918$183.3 萬<0.1%歷史
NCMINational CineMedia, Inc.COM NEW271,273$122.3 萬<0.1%歷史
CLWClearwater Paper CorpCOM55,887$116.0 萬<0.1%歷史
SPHRSphere Entertainment Co.CL A13,680$85.0 萬<0.1%歷史
DHILDiamond Hill Investment Group IncCOM NEW5,690$79.7 萬<0.1%歷史
CPPTLCopper Property CTL Pass Through TrustCOM64,105$79.6 萬<0.1%歷史
GOGOGogo Inc.COM81,054$69.6 萬<0.1%歷史
NNBRNN IncCOM290,770$59.9 萬<0.1%歷史
HITHealth In Tech, Inc.CL A121,060$38.9 萬<0.1%歷史
FLLFull House Resorts IncCOM107,810$34.6 萬<0.1%歷史
CMTCore Molding Technologies IncCOM15,230$31.3 萬<0.1%歷史
ELMDElectromed, Inc.Stock11,930$29.3 萬<0.1%歷史
GRALGRAIL, Inc.COM4,000$23.7 萬<0.1%歷史
NRIMNorthrim Bancorp IncCOM10,316$22.3 萬<0.1%歷史
GALTGalectin Therapeutics IncCOM NEW52,380$22.2 萬<0.1%歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF6,500$16.4 萬<0.1%–
IPGInterpublic Group of Companies, Inc.COM3,750$10.5 萬<0.1%歷史
ESOAEnergy Services of America CORPCOM6,220$6.44 萬<0.1%歷史
Direxion Shs ETF Tr25460E307AUSPCE CMD STG1,450$4.17 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY1,509$3.48 萬<0.1%–
iShares Inc464286509MSCI CDA ETF600$3.03 萬<0.1%–
iShares Core MSCI Europe ETF46434V738ETF400$2.72 萬<0.1%–
EP.PCKinder Morgan, Inc.Convertible Preferred500$2.50 萬<0.1%歷史
SNNRFSunrise Communications AGADS CL A356$2.09 萬<0.1%歷史
LFVNLifevantage CorpCOM NEW1,895$1.84 萬<0.1%歷史
PBPBPotbelly CorpCOM1,000$1.70 萬<0.1%歷史
NFGCNew Found Gold Corp.COM6,300$1.49 萬<0.1%歷史
BRSLBrightstar Lottery PLCSHS USD804$1.39 萬<0.1%歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN800$1.36 萬<0.1%歷史
Global X FDS37954Y889S&P 500 CATHOLIC164$1.33 萬<0.1%–
AGXArgan IncStock49$1.32 萬<0.1%歷史
Alps ETF Tr00162Q346SMITH CORE PLUS500$1.31 萬<0.1%–
GRABGrab Holdings LtdCLASS A ORD2,000$1.20 萬<0.1%歷史
LENZLENZ Therapeutics, Inc.COM250$1.16 萬<0.1%歷史
BBBLACKBERRY LtdCOM2,000$9,760<0.1%歷史
iShares U S ETF Tr46431W606IT RT HDG HGYL89$7,717<0.1%–
State Street SPDR S&P Regional Banking ETF78464A698ETF100$6,330<0.1%–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF100$5,752<0.1%–
Ea Series Trust02072L516ALPHA ARCHITECT58$5,193<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF55$4,977<0.1%–
OCOwens CorningStock34$4,810<0.1%歷史
Above Food Ingredients Inc.00373V118*W EXP 06/28/20219,968$4,792<0.1%–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF54$4,787<0.1%–
iShares Tr464289875CORE 40 MODE ETF96$4,568<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF160$3,989<0.1%–
London STK Exchange Group Unsponsored ADR54211N101ADR127$3,677<0.1%–
ELTPElite Pharmaceuticals IncCommon Stock5,182$3,317<0.1%歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF65$3,308<0.1%–
QUREuniQure N.V.SHS51$2,977<0.1%歷史
CODICompass Diversified HoldingsSH BEN INT400$2,648<0.1%歷史
Botanix Pharmaceuticals Ltd ComQ1698B128Common Stock25,000$2,646<0.1%–
FLUTFlutter Entertainment plcCOM9$2,343<0.1%歷史
VPGVishay Precision Group, Inc.COM70$2,243<0.1%歷史
RNGERange Impact, Inc.COM10,560$2,241<0.1%歷史
Teco Energy Inc Com872375100Stock1,001$2,182<0.1%–
BEPCBrookfield Renewable CorpCL A SUB VTG60$2,065<0.1%歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A50$1,937<0.1%歷史
Exchange Traded Concepts Tru301505889EMQQ EME MAR ETF40$1,857<0.1%–
Aris Water Solutions, Inc.04041L106CLASS A COM62$1,529<0.1%–
H & Q Life Sciences Invs404053100ETF92$1,427<0.1%–
LACLithium Americas Corp.COM NEW250$1,427<0.1%歷史
HQHabrdn Healthcare InvestorsSH BEN INT75$1,384<0.1%歷史
TERTeradyne, IncStock10$1,376<0.1%歷史
EPREpr PropertiesCOM SH BEN INT19$1,102<0.1%歷史
SAICScience Applications International CorpCOM10$994<0.1%歷史
PGPPIMCO Global StocksPLUS & Income FundCOM112$958<0.1%歷史
RMCOWRoyalty Management Holding Corp*W EXP 05/28/20216,000$808<0.1%歷史
OPTXWSyntec Optics Holdings, Inc.*W EXP 11/07/2027,826$682<0.1%歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A34$620<0.1%歷史
DBX ETF Tr233051879XTRACK HRVST CSI16$528<0.1%–
CRSRCorsair Gaming, Inc.COM50$446<0.1%歷史
FSLRFirst Solar, Inc.Stock2$441<0.1%歷史
TRMBTrimble Inc.COM5$408<0.1%歷史
VSEEWVsee Health, Inc.*W EXP 99/99/99919,700$333<0.1%歷史
ROLRollins IncCOM5$294<0.1%歷史
CPAYCorpay, Inc.COM SHS1$288<0.1%歷史
MGTEWMarblegate Capital CorpWT2,500$237<0.1%歷史
OCGNOcugen, Inc.COM140$228<0.1%歷史
DSDrive Shack Inc.COM2,000$187<0.1%歷史
Direct Selling Acquisitin Co25460L111*W EXP 09/30/20213,850$138<0.1%–
Cohen & Steers Infrastructur19248A117RIGHT 10/16/2025700$55<0.1%–
BTCSBTCS Inc.COM NEW10$48<0.1%歷史
ONONOn Holding AGStock1$42<0.1%歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW10$29<0.1%歷史
SSentinelOne, Inc.CL A1$18<0.1%歷史
WKHSWorkhorse Group Inc.COM NEW8$9<0.1%歷史
John Wood Group PL OrdfG9745T118COM24$8<0.1%–
Mountain Vy MD Inc F62430M101FGC700$7<0.1%–
WKSPWorksport LtdCOM NEW1$3<0.1%歷史
SPWRSunPower Inc.COM1$2<0.1%歷史
Spirit MTA REIT848ESC018Common Stock90,000$00.0%–
Xpac Acquisition CorpG9831X122*W EXP 99/99/99912,558$00.0%–
Eve Mobility Acquisition CorG3218G117*W EXP 12/31/2026,000$00.0%–
Buckeye St Bank118239102COM667$00.0%–