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Ancora Advisors, LLC

SEC CIK
0001446114
最新申報
2026/8/14

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/15 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
2,454
較 2025 年第 4 季 −52
總值
$46.9 億
較 2025 年第 4 季 −$1.51 億 (−3.1%)
申報日
2026/5/15
SEC
Ancora Advisors, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LKQLKQ CorpCOM8,046,484$2.36 億5.0%+44,532+0.6%加碼歷史
AAPLApple Inc.Stock533,204$1.35 億2.9%−19,720−3.6%減碼歷史
COLDAmericold Realty TrustCOM11,618,502$1.33 億2.8%+89,925+0.8%加碼歷史
AVGOBroadcom Inc.Stock413,811$1.28 億2.7%−23,883−5.5%減碼歷史
Vanguard S&P 500 ETF922908363ETF201,763$1.21 億2.6%+120.0%加碼–
RBARB Global Inc.COM1,228,190$1.18 億2.5%+99,696+8.8%加碼歷史
iShares Tr464287150CORE S&P TTL STK704,573$1.00 億2.1%+33,278+5.0%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,790,784$9,063 萬1.9%−16,193−0.9%減碼–
MSFTMicrosoft CorpStock239,267$8,857 萬1.9%+2,723+1.2%加碼歷史
JPMJPMorgan Chase & CoStock280,357$8,247 萬1.8%−12,635−4.3%減碼歷史
ABBVAbbVie Inc.Stock317,574$6,907 萬1.5%−21,356−6.3%減碼歷史
ETNEaton Corp plcStock182,670$6,534 萬1.4%−9,157−4.8%減碼歷史
JNJJohnson & JohnsonStock251,294$6,143 萬1.3%−25,693−9.3%減碼歷史
iShares Core S&P 500 ETF464287200ETF87,628$5,724 萬1.2%−3,822−4.2%減碼–
EOGEOG Resources IncStock368,034$5,321 萬1.1%+10,822+3.0%加碼歷史
CVXChevron CorpStock244,451$5,058 萬1.1%−11,664−4.6%減碼歷史
HONHoneywell International IncCOM220,271$4,979 萬1.1%+1,927+0.9%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock1,768,357$4,856 萬1.0%+1,763,667+37,604.8%加碼歷史
GDGeneral Dynamics CorpStock137,977$4,736 萬1.0%−10,687−7.2%減碼歷史
GOOGAlphabet Inc.Stock163,957$4,703 萬1.0%−6,262−3.7%減碼歷史
BRK.BBerkshire Hathaway IncStock97,321$4,664 萬1.0%−1,212−1.2%減碼歷史
GPREGreen Plains Inc.COM2,734,926$4,499 萬1.0%+1,016,270+59.1%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL890,446$4,485 萬1.0%+94,483+11.9%加碼–
VanEck Morningstar Wide Moat ETF92189F643ETF391,354$3,784 萬0.8%+36,186+10.2%加碼–
BACBank of America CorpStock775,619$3,781 萬0.8%−53,830−6.5%減碼歷史
HDHome Depot, Inc.Stock110,049$3,619 萬0.8%−5,702−4.9%減碼歷史
AMZNAmazon Com IncStock172,375$3,590 萬0.8%+557+0.3%加碼歷史
PGProcter & Gamble CoStock244,627$3,533 萬0.8%−12,793−5.0%減碼歷史
NNNextnav Inc.COMMON STOCK2,170,175$3,477 萬0.7%+223,090+11.5%加碼歷史
RYNRayonier IncCOM1,571,226$3,240 萬0.7%+1,271,787+424.7%加碼歷史
HLIHoulihan Lokey, Inc.CL A223,357$3,208 萬0.7%−56,904−20.3%減碼歷史
MARMarriott International IncStock95,074$3,110 萬0.7%−7,252−7.1%減碼歷史
MCDMcDonalds CorpStock98,126$3,050 萬0.6%−11,246−10.3%減碼歷史
NVDANVIDIA CorpStock173,934$3,033 萬0.6%−6,549−3.6%減碼歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR643,517$3,005 萬0.6%+28,308+4.6%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF381,909$2,995 萬0.6%−31,394−7.6%減碼–
iShares Core MSCI Eafe ETF46432F842ETF328,495$2,974 萬0.6%+60,721+22.7%加碼–
GOOGLAlphabet Inc.Stock91,827$2,641 萬0.6%−3,069−3.2%減碼歷史
MAMastercard IncStock46,729$2,335 萬0.5%+16,736+55.8%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF885,800$2,271 萬0.5%−18,276−2.0%減碼–
UNPUnion Pacific CorpStock89,136$2,163 萬0.5%+59,479+200.6%加碼歷史
LINLinde PLCStock43,196$2,141 萬0.5%−5,738−11.7%減碼歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA990,249$2,089 萬0.4%+168,959+20.6%加碼–
CRHCRH Public Ltd CoORD192,627$2,025 萬0.4%−18,982−9.0%減碼歷史
SFStifel Financial CorpCOM271,103$2,004 萬0.4%+67,036+32.8%加碼歷史
ACNAccenture plcStock100,734$1,997 萬0.4%−6,129−5.7%減碼歷史
DISWalt Disney CoStock205,151$1,977 萬0.4%−19,394−8.6%減碼歷史
Invesco Nasdaq 100 ETF46138G649ETF80,695$1,917 萬0.4%+442+0.6%加碼–
iShares Tr46429B7470-5 YR TIPS ETF181,566$1,878 萬0.4%+735+0.4%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT321,699$1,872 萬0.4%+36,227+12.7%加碼–
AMTMAmentum Holdings, Inc.COM703,119$1,834 萬0.4%+300,773+74.8%加碼歷史
RTXRTX CorpStock95,027$1,833 萬0.4%−5,091−5.1%減碼歷史
GILDGilead Sciences, Inc.Stock130,537$1,819 萬0.4%+126,263+2,954.2%加碼歷史
APTVAptiv PLCStock255,520$1,774 萬0.4%+255,520新進歷史
iShares Core S&P Small Cap ETF464287804ETF141,069$1,754 萬0.4%+3,543+2.6%加碼–
COSTCostco Wholesale CorpStock17,446$1,738 萬0.4%−261−1.5%減碼歷史
PCARPaccar IncCOM150,379$1,737 萬0.4%−8,927−5.6%減碼歷史
VSTSVestis CorpCOM SHS2,188,175$1,720 萬0.4%−39,655−1.8%減碼歷史
MIDDMIDDLEBY CorpCOM126,586$1,678 萬0.4%+31,159+32.7%加碼歷史
CRMSalesforce, Inc.Stock88,024$1,643 萬0.4%+23,740+36.9%加碼歷史
SHWSherwin Williams CoCOM50,844$1,630 萬0.3%−180.0%減碼歷史
QCOMQualcomm IncStock126,067$1,623 萬0.3%−15,547−11.0%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF236,827$1,599 萬0.3%−2,433−1.0%減碼–
Vanguard Dividend Appreciation ETF921908844ETF72,581$1,561 萬0.3%−1,056−1.4%減碼–
Vanguard Morningstar Value ETF922908744ETF78,966$1,549 萬0.3%+38,317+94.3%加碼–
CXTCrane NXT, Co.COM378,741$1,537 萬0.3%+117,550+45.0%加碼歷史
WMTWalmart Inc.Stock123,601$1,536 萬0.3%−3,672−2.9%減碼歷史
iShares S&P 100 ETF464287101ETF48,017$1,527 萬0.3%+2,379+5.2%加碼–
UGIUgi CorpStock395,359$1,440 萬0.3%−6,950−1.7%減碼歷史
iShares Tr464288877EAFE VALUE ETF191,831$1,426 萬0.3%+16,202+9.2%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF204,269$1,425 萬0.3%+16,500+8.8%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF65,433$1,422 萬0.3%+1,881+3.0%加碼–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE120,694$1,387 萬0.3%+64,599+115.2%加碼–
iShares Tr46434V613CORE UNIVRSL USD295,121$1,363 萬0.3%+33,276+12.7%加碼–
WHWyndham Hotels & Resorts, Inc.COM166,211$1,350 萬0.3%−3,766−2.2%減碼歷史
SOLSSolstice Advanced Materials Inc.COM SHS175,387$1,336 萬0.3%−56,932−24.5%減碼歷史
XOMExxonMobil Holdings CorpCOM78,534$1,332 萬0.3%−3,622−4.4%減碼歷史
ARESAres Management CorpCL A COM STK122,072$1,332 萬0.3%−11,356−8.5%減碼歷史
VVisa Inc.Stock43,700$1,321 萬0.3%+2,506+6.1%加碼歷史
SPYSPDR S&P 500 ETF TrustETF20,051$1,304 萬0.3%−90.0%減碼歷史
AMRZAmrize LtdSHS230,763$1,293 萬0.3%−17,417−7.0%減碼歷史
iShares S&P 500 Growth ETF464287309ETF113,698$1,286 萬0.3%+9,527+9.1%加碼–
ASMLASML Holding NVADR9,728$1,285 萬0.3%−702−6.7%減碼歷史
AMGNAmgen IncStock36,123$1,271 萬0.3%−70−0.2%減碼歷史
APGAPi Group CorpCOM STK306,887$1,244 萬0.3%−505−0.2%減碼歷史
BXBlackstone Inc.COM107,890$1,241 萬0.3%+33,673+45.4%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR347,932$1,233 萬0.3%−606−0.2%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF42,005$1,206 萬0.3%+127+0.3%加碼–
American Centy ETF Tr025072877US SML CP VALU108,968$1,204 萬0.3%−600−0.5%減碼–
iShares Tr464288588MBS ETF122,724$1,165 萬0.2%+15,066+14.0%加碼–
ATMUAtmus Filtration Technologies Inc.COM203,289$1,154 萬0.2%−172,326−45.9%減碼歷史
METAMeta Platforms, Inc.Stock20,120$1,151 萬0.2%+1,172+6.2%加碼歷史
MRPMillrose Properties, Inc.COM CL A410,189$1,149 萬0.2%+66,680+19.4%加碼歷史
AMATApplied Materials IncStock33,602$1,148 萬0.2%−3,709−9.9%減碼歷史
VEEVVeeva Systems IncStock64,913$1,140 萬0.2%−66,946−50.8%減碼歷史
ECGEverus Construction Group, Inc.Stock96,482$1,139 萬0.2%−28,960−23.1%減碼歷史
GLIBKLiberty Capital CorpSER C GCI GROUP302,271$1,125 萬0.2%−293,840−49.3%減碼歷史
FTVFortive CorpStock202,410$1,119 萬0.2%−27,264−11.9%減碼歷史
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600219,170$1,106 萬0.2%+1,969+0.9%加碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK282,423$1,100 萬0.2%+114,546+68.2%加碼–

選擇權(22 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 2026 年第 1 季的選擇權部位
證券類別賣權買權
iShares Tr464287955PUT$371.8 萬–
Norfolk Southn Corp655844958PUT$146.4 萬–
Vestis Corporation29430C902CALL–$87.3 萬
Select Sector SPDR Tr81369Y955put$25.4 萬–
Sherwin Williams Co824348956PUT$25.1 萬–
Union Pac Corp907818908CALL–$23.1 萬
Americold Rlty Tr03064D908CALL–$21.8 萬
RB Global Inc74935Q907CALL–$15.2 萬
Green Plains Inc393222904CALL–$13.3 萬
Veeva Sys Inc922475908CALL–$12.2 萬
SPDR Gold Tr78463V907CALL–$10.7 萬
SPDR Gold Tr78463V957GOLD SHS$8.32 萬–
Select Sector SPDR Tr81369Y906CALL–$7.55 萬
Americold Rlty Tr03064D958PUT$5.91 萬–
Vestis Corporation29430C952PUT$3.80 萬–
Norfolk Southn Corp655844908CALL–$3.60 萬
Nextnav Inc65345N956PUT$3.38 萬–
Warner Bros Discovery Inc934423904CALL–$2.95 萬
UnitedHealth Group Inc91324P902COM–$2.44 萬
Occidental Pete Corp674599905CALL–$1.83 萬
Ibit 260918P000300006438F9514PUT$1.02 萬–
Tsem 270115P00020000M87915575PUT$1,000–

2025 年第 4 季之後清倉(255 檔)

2025 年第 4 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 255 檔。

Ancora Advisors, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
PCHPotlatchdeltic CorpCOM469,257$1,867 萬0.4%歷史
HNIHni CorpStock216,120$908.6 萬0.2%歷史
ROCKGibraltar Industries, Inc.COM119,858$592.6 萬0.1%歷史
NGVTIngevity CorpCOM58,789$347.9 萬0.1%歷史
TFXTeleflex IncCOM23,810$290.6 萬0.1%歷史
VYXNCR Voyix CorpCOM275,396$280.9 萬0.1%歷史
EMBCEmbecta Corp.Stock223,240$265.2 萬0.1%歷史
TALKTalkspace, Inc.COM594,750$215.9 萬<0.1%歷史
OWLBlue Owl Capital Inc.COM CL A248,052$207.3 萬<0.1%歷史
APAmpco Pittsburgh CorpCOM354,100$188.7 萬<0.1%歷史
LIONLionsgate Studios Corp.COM176,460$161.1 萬<0.1%歷史
KKR & Co. Inc.48248M102COM8,657$110.4 萬<0.1%–
Cecil Bancorp Inc149841306COM687,629$109.0 萬<0.1%–
CRD.ACrawford & CoCL A84,505$95.1 萬<0.1%歷史
GRCGorman Rupp CoCOM19,525$93.2 萬<0.1%歷史
RCMTRCM Technologies, Inc.COM NEW44,245$90.5 萬<0.1%歷史
NATRNatures Sunshine Products IncCOM41,069$88.6 萬<0.1%歷史
WWWWolverine World Wide IncCOM40,667$73.8 萬<0.1%歷史
PESIPerma Fix Environmental Services IncCOM NEW57,927$72.9 萬<0.1%歷史
GNKGenco Shipping & Trading LtdSHS39,171$72.2 萬<0.1%歷史
DSGRDistribution Solutions Group, Inc.COM24,865$68.1 萬<0.1%歷史
EGYVaalco Energy IncCOM NEW184,532$67.2 萬<0.1%歷史
AXTIAxt IncCOM41,000$67.0 萬<0.1%歷史
Hingham Instn SVGS Mass433323102COM2,068$58.7 萬<0.1%–
BBCPConcrete Pumping Holdings, Inc.COM86,465$58.0 萬<0.1%歷史
CORTCorcept Therapeutics IncCOM15,588$54.2 萬<0.1%歷史
SBSWSibanye Stillwater LtdSPONSORED ADR37,000$52.7 萬<0.1%歷史
HURCHurco Companies IncCOM32,354$50.0 萬<0.1%歷史
RMNIRimini Street, Inc.COM128,687$49.9 萬<0.1%歷史
MOVMovado Group IncCOM23,550$48.6 萬<0.1%歷史
SWBISmith & Wesson Brands, Inc.COM48,493$47.9 萬<0.1%歷史
Canada Packers Inc Com135180107COM40,500$47.5 萬<0.1%–
ASLEAerSale CorpCOM62,729$44.6 萬<0.1%歷史
ALNTAllient IncCOM8,053$43.3 萬<0.1%歷史
UTZUtz Brands, Inc.COM CL A39,750$41.3 萬<0.1%歷史
SLNGStabilis Solutions, Inc.COM89,442$40.7 萬<0.1%歷史
INBKFirst Internet BancorpCOM17,474$36.5 萬<0.1%歷史
ITRNIturan Location & Control Ltd.SHS8,318$35.8 萬<0.1%歷史
BRKRBruker CorpCOM7,252$34.2 萬<0.1%歷史
CRMTAmericas Carmart IncCOM13,273$33.5 萬<0.1%歷史
PLABPhotronics IncCOM10,356$33.1 萬<0.1%歷史
DFINDonnelley Financial Solutions, Inc.COM7,093$33.1 萬<0.1%歷史
FORRForrester Research, Inc.COM36,575$29.7 萬<0.1%歷史
TNKTeekay Tankers Ltd.CL A5,542$29.6 萬<0.1%歷史
JOUTJohnson Outdoors IncCL A6,601$28.0 萬<0.1%歷史
RELLRichardson Electronics, Ltd.COM25,258$27.5 萬<0.1%歷史
RGRSturm Ruger & Co IncStock8,348$27.3 萬<0.1%歷史
KRTKarat Packaging Inc.COM10,967$24.8 萬<0.1%歷史
MBCNMiddlefield Banc CorpCOM NEW6,157$21.3 萬<0.1%歷史
TROXTronox Holdings plcSHS50,000$20.9 萬<0.1%歷史
ASYSAmtech Systems IncCOM PAR $0.01N16,247$20.4 萬<0.1%歷史
MVFBlackRock Munivest Fund, Inc.COM26,395$18.3 萬<0.1%歷史
IMMRImmersion CorpCOM26,493$18.0 萬<0.1%歷史
CRAWACrawford United CorpCOM2,000$16.2 萬<0.1%歷史
SNVSynovus Financial CorpCOM NEW3,213$16.1 萬<0.1%歷史
MLCIMount Logan Capital Inc.COM19,102$15.8 萬<0.1%歷史
HCKTHackett Group, Inc.COM7,674$15.1 萬<0.1%歷史
T Rowe Price Exchange-Traded87283Q404PRICE DIV GRWT2,453$11.0 萬<0.1%–
SRIStoneridge IncCOM18,299$10.6 萬<0.1%歷史
SSTKShutterstock, Inc.COM5,512$10.5 萬<0.1%歷史
ZEUSOlympic Steel IncCOM2,370$10.1 萬<0.1%歷史
BGSFBGSF, Inc.COM20,644$9.56 萬<0.1%歷史
USOUnited States Oil Fund, LPUNITS1,380$9.54 萬<0.1%歷史
HTZHertz Global Holdings, IncCOM NEW17,790$9.14 萬<0.1%歷史
CGCarlyle Group Inc.COM1,533$9.06 萬<0.1%歷史
ARXAccelerant HoldingsCL A5,300$8.67 萬<0.1%歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF3,404$8.54 萬<0.1%–
UNGUnited States Natural Gas Fund, LPETF6,850$8.40 萬<0.1%歷史
Morgan Stanley Pathway FDS61769L858LARGE CAP EQTY1,438$7.82 萬<0.1%–
SPDR Index Shs FDS78463X509ST PORT MARK ETF1,617$7.57 萬<0.1%–
Simplify Exchange Traded Fun82889N376DOWNSIDE INTERES1,980$7.19 萬<0.1%–
BF.ABrown Forman CorpCL A2,659$7.00 萬<0.1%歷史
EPMEvolution Petroleum CorpCOM19,385$6.86 萬<0.1%歷史
GROYGold Royalty Corp.COMMON SHARES16,000$6.46 萬<0.1%歷史
Capital Group Dividend Growe14021L109SHS ETF1,794$6.39 萬<0.1%–
Dimensional ETF Trust25434V666US LARG VALU ETF1,850$6.33 萬<0.1%–
CNL Healthcare Pptys Inc Com12612C108COM8,374$5.78 萬<0.1%–
LOVELovesac CoCOM3,869$5.71 萬<0.1%歷史
QGENQiagen N.V.COMMON STOCK1,209$5.44 萬<0.1%歷史
RLIRli CorpCOM709$4.54 萬<0.1%歷史
DOXAmdocs LtdSHS562$4.52 萬<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM702$4.17 萬<0.1%歷史
HAYWHayward Holdings, Inc.COM2,581$3.99 萬<0.1%歷史
WENWendy's CoStock4,670$3.89 萬<0.1%歷史
LADLithia Motors IncCOM115$3.82 萬<0.1%歷史
Dassault Sys S A Sponsored ADR237545108COM1,333$3.72 萬<0.1%–
ANAutonation, Inc.COM180$3.72 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS79$3.52 萬<0.1%–
CMAComerica IncCOM389$3.38 萬<0.1%歷史
Schwab Strategic Tr808524631HIGH YIELD BD ET1,266$3.34 萬<0.1%–
INGMIngram Micro Holding CorpCOM1,449$3.09 萬<0.1%歷史
OMFOneMain Holdings, Inc.COM457$3.09 萬<0.1%歷史
VXXBarclays Bank PLCIPATH S&P 500 SH1,000$2.65 萬<0.1%歷史
Series Portfolios Tr81752T536ADAPTIV SELECT600$2.57 萬<0.1%–
CYATYContemporary Amperex Technology Co., LimitedCOM1,577$2.54 萬<0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM922$2.50 萬<0.1%歷史
GPKGraphic Packaging Holding CoCOM1,650$2.48 萬<0.1%歷史
RITMRithm Capital Corp.REIT2,244$2.45 萬<0.1%歷史
SHCSotera Health CoCOM1,343$2.37 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF2,104$2.36 萬<0.1%–