Ankerstar Wealth, LLC

SEC CIK
0002053917

2026 年第 2 季 持倉

持倉截至 2026/6/30,申報日 2026/8/13。SEC

持股檔數
989
較 2026 年第 1 季 +34
總值
$1.19 億
較 2026 年第 1 季 +$2,452.68 萬 (+25.9%)

跟 2026 年第 1 季 比較:新進、加碼、減碼與清倉

持股

只含多頭部位。變化是跟 2026 年第 1 季 比股數。

Ankerstar Wealth, LLC 在 2026 年第 2 季 的持倉
證券類別股數市值佔組合 %股數變化動作歷年
WISDOMTREE TR97717Y527FLOATNG RAT TREA332,805$1,675.67 萬14.05%+157,766+90.1%加碼–
INNOVATOR ETFS TRUST45783Y855DEFINED WLT SHLD272,566$934.08 萬7.83%+272,566新進–
GOOGALPHABET INC CAP STK CL CStock19,710$696.41 萬5.84%−240−1.2%減碼查看
AMZNAMAZON COM INC COMStock24,212$577.07 萬4.84%−63−0.3%減碼查看
AAPLAPPLE INC COMStock19,756$571.66 萬4.79%−116−0.6%減碼查看
FIRST TR EXCHNG TRADED FD VI33740F755FT LADD BUFF ETF141,016$515.13 萬4.32%+12,584+9.8%加碼–
BITBBITWISE BITCOIN ETF TRSHS BEN INT153,810$490.04 萬4.11%−14,458−8.6%減碼查看
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD48,347$382.09 萬3.20%−18,491−27.7%減碼–
J P MORGAN EXCHANGE TRADED F46641Q332EQUITY PREMIUM59,262$334.71 萬2.81%−8,990−13.2%減碼–
PACER US CASH COWS 100 ETF69374H881ETF49,534$308.1 萬2.58%−578−1.2%減碼–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock4,589$229.63 萬1.93%−142−3.0%減碼查看
KRANESHARES TRUST500767751GBL HUMANOID ROB53,421$220.2 萬1.85%+7,216+15.6%加碼–
SCHWAB US DIVIDEND EQUITY ETF808524797ETF68,662$217.73 萬1.83%+1,631+2.4%加碼–
VANGUARD WHITEHALL FDS921946794INTL HIGH ETF21,736$213.45 萬1.79%+2,690+14.1%加碼–
SERIES PORTFOLIOS TR81752T536ADAPTIV SELECT41,505$200.53 萬1.68%−8,394−16.8%減碼–
SPYSTATE STREET SPDR S&P 500 ETFETF2,601$194.73 萬1.63%+146+5.9%加碼查看
MSFTMICROSOFT CORP COMStock4,854$181.08 萬1.52%+430+9.7%加碼查看
TIDAL TRUST III45259A837VISTASHARES ELEC52,390$162.36 萬1.36%+13,778+35.7%加碼–
NVDANVIDIA CORPORATION COMStock6,965$139.36 萬1.17%−486−6.5%減碼查看
INVESCO NASDAQ 100 ETF46138G649ETF4,510$136.64 萬1.15%+2,046+83.0%加碼–
J P MORGAN EXCHANGE TRADED F46654Q732U S TEC LEA ETF12,038$134.29 萬1.13%−703−5.5%減碼–
INVESCO QQQ TRUST SERIES I46090E103ETF1,661$122.48 萬1.03%+16+1.0%加碼–
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT4,811$102.37 萬0.86%+677+16.4%加碼–
VANGUARD STAR FDS921909768VG TL INTL STK F11,293$96.55 萬0.81%−33−0.3%減碼–
RUSSELL INVTS EXCHANGE TRADE78249U100US SM CA EQ ETF23,796$92.91 萬0.78%−143−0.6%減碼–
TEXAS CAP TEX EQUITY INDEX E88224A102TEXAS CAP TEX EQ ADDED21,687$87.01 萬0.73%−2,813−11.5%減碼–
TSLATESLA INC COMStock1,810$76.13 萬0.64%+1,170+182.8%加碼查看
GOOGLALPHABET INC CAP STK CL AStock2,083$74.47 萬0.62%+29+1.4%加碼查看
METAMETA PLATFORMS INC CL AStock1,044$58.81 萬0.49%−193−15.6%減碼查看
WISDOMTREE TR97717Y295QUANTUM COMPUTIN15,382$58.16 萬0.49%+15,382新進–
J P MORGAN EXCHANGE TRADED F46654Q724HEDG EQU LAD ETF8,352$56.44 萬0.47%+2,728+48.5%加碼–
VANGUARD MORNINGSTAR VALUE ETF922908744ETF2,482$54.11 萬0.45%−51−2.0%減碼–
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF14,747$49.9 萬0.42%+1,087+8.0%加碼–
COSTCOSTCO WHOLESALE CORPORATION COMStock530$49.59 萬0.42%+23+4.5%加碼查看
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF10,350$48.59 萬0.41%−1,873−15.3%減碼–
HDHOME DEPOT INC COMStock1,319$46.55 萬0.39%+82+6.6%加碼查看
JANUS DETROIT STR TR47103U647HEND EQ LI MODE A17,390$44.13 萬0.37%+17,390新進–
JNJJOHNSON & JOHNSON COMStock1,720$43.71 萬0.37%+7+0.4%加碼查看
NEENEXTERA ENERGY INC COMStock4,307$37.8 萬0.32%+591+15.9%加碼查看
DELLDELL TECHNOLOGIES INC CL CStock842$36.33 萬0.30%−200−19.2%減碼查看
DEFIANCE QUANTUM ETF26922A420ETF2,172$35.92 萬0.30%+169+8.4%加碼–
RBRKRUBRIK INC. CL AStock4,459$35.8 萬0.30%+230+5.4%加碼查看
IBITISHARES BITCOIN TRUST ETFETF10,543$35.1 萬0.29%−9−0.1%減碼查看
JPMJPMORGAN CHASE & CO COMStock980$32.08 萬0.27%+2+0.2%加碼查看
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF6,325$31.99 萬0.27%−59−0.9%減碼–
NKENIKE INC CL BStock7,270$30.14 萬0.25%+84+1.2%加碼查看
OREALTY INCOME CORP COMREIT4,772$29.7 萬0.25%+17+0.4%加碼查看
PEPPEPSICO INC COMStock2,186$29.6 萬0.25%+14+0.6%加碼查看
ISHARES CORE S&P 500 ETF464287200ETF382$28.61 萬0.24%+10+2.7%加碼–
CALAMOS ETF TR12811T571AUTOC INCOM ETF10,056$27.36 萬0.23%+5,607+126.0%加碼–
PACER TRENDPILOT US LARGE CAP ETF69374H105ETF4,549$26.5 萬0.22%−156−3.3%減碼–
AVGOBROADCOM INC COMStock691$26.1 萬0.22%−4−0.6%減碼查看
XOMEXXON MOBIL CORPCOM1,828$24.99 萬0.21%+10+0.6%加碼查看
CVXCHEVRON CORPORATION COMStock1,496$24.81 萬0.21%−105−6.6%減碼查看
GOLDMAN SACHS ETF TR38149W622S&P 500 PREMIUM4,464$24.81 萬0.21%−1,212−21.4%減碼–
ISHARES TR46435G250HIGH YLD SYSTM B5,282$24.7 萬0.21%−623−10.6%減碼–
HPEHEWLETT PACKARD ENTERPRISE CCOM5,389$24.36 萬0.20%+5,389新進查看
ELVELEVANCE HEALTH INC FORMERLY A COMStock586$22.69 萬0.19%+2+0.3%加碼查看
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF1,182$22.53 萬0.19%00.0%不變–
VANGUARD TOTAL BOND MARKET ETF921937835ETF3,044$22.35 萬0.19%−1,101−26.6%減碼–
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203ETF3,623$22.27 萬0.19%+94+2.7%加碼–
FIRST TR EXCHANGE-TRADED FD33734X846NASDAQ CYB ETF2,445$21.97 萬0.18%+1,909+356.2%加碼–
VANGUARD UTILITIES ETF92204A876ETF1,096$21.47 萬0.18%−2−0.2%減碼–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF567$20.98 萬0.18%+99+21.2%加碼–
HSYHERSHEY COCOM1,193$20.94 萬0.18%+9+0.8%加碼查看
CMECME GROUP INCCOM920$20.34 萬0.17%+817+793.2%加碼查看
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF851$20.15 萬0.17%−5−0.6%減碼–
LMTLOCKHEED MARTIN CORP COMStock389$19.82 萬0.17%+200+105.8%加碼查看
CALAMOS ETF TR12811T688CALLMOS BIT STRU8,096$19.05 萬0.16%−77−0.9%減碼–
INVESCO EXCHANGE TRADED FD T46137V449S&P 100 EQL WIGH1,457$18.8 萬0.16%−632−30.3%減碼–
FIRST TRUST CLOUD COMPUTING ETF33734X192ETF1,320$17.76 萬0.15%00.0%不變–
BXBLACKSTONE INCCOM1,507$17.74 萬0.15%−396−20.8%減碼查看
VICIVICI PPTYS INCCOM6,511$17.58 萬0.15%+68+1.1%加碼查看
CALAMOS ETF TR12811T597BITCOIN 90 SER7,917$17.45 萬0.15%−6,307−44.3%減碼–
FIRST TR EXCHNG TRADED FD VI33740F805SMITH OPPORT FXD4,000$17.44 萬0.15%00.0%不變–
ETF SER SOLUTIONS26922B394DEFIANCE DRONE A5,915$17.18 萬0.14%+5,915新進–
PGIM ROCK ETF TR69420N718LADDE S&P 12 ETF5,361$17.18 萬0.14%+1,790+50.1%加碼–
CALAMOS ETF TR12811T589BITCOIN 80 SERIE8,596$16.93 萬0.14%−15,240−63.9%減碼–
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF3,070$16.59 萬0.14%−510−14.2%減碼–
CSXCSX CORP COMStock3,432$16.32 萬0.14%+9+0.3%加碼查看
ISHARES CORE S&P SMALL CAP ETF464287804ETF1,098$16.3 萬0.14%−1−0.1%減碼–
PFEPFIZER INC COMStock6,506$15.67 萬0.13%−22−0.3%減碼查看
TSCOTRACTOR SUPPLY COCOM4,879$15.42 萬0.13%+4,879新進查看
CALAMOS ETF TR12811T613BITCN STRCT ALT6,195$15.17 萬0.13%−473−7.1%減碼–
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK880$15.04 萬0.13%+880新進查看
SPDR SER TR78468R630S&P KENSHO FINAL1,249$14.92 萬0.13%+1,249新進–
UNHUNITEDHEALTH GROUP INC COMStock356$14.8 萬0.12%00.0%不變查看
DDOMINION ENERGY INC COMStock2,110$14.42 萬0.12%+15+0.7%加碼查看
FIRST TR EXCHANGE-TRADED FD33738D408FIRST TR TA HIYL3,524$14.33 萬0.12%−1,031−22.6%減碼–
PLTRPALANTIR TECHNOLOGIES INC CL AStock1,217$14.2 萬0.12%−6−0.5%減碼查看
SBUXSTARBUCKS CORP COMStock1,376$14.06 萬0.12%+2+0.1%加碼查看
PROSHARES TR74347G242S&P 500 HIGH ETF2,915$14.05 萬0.12%−66−2.2%減碼–
ISHARES S&P 500 VALUE ETF464287408ETF617$14.01 萬0.12%+412+201.0%加碼–
HONHONEYWELL INTL INC COMStock621$13.9 萬0.12%+621新進查看
ISHARES TR46435U853BROAD USD HIGH3,745$13.87 萬0.12%−95−2.5%減碼–
KMBKIMBERLY-CLARK CORP COMStock1,244$13.82 萬0.12%−5−0.4%減碼查看
RTXRTX CORPORATION COMStock725$13.77 萬0.12%−16−2.2%減碼查看
HONAHONEYWELL AEROSPACE INCCOM621$13.73 萬0.12%+621新進查看
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR1,398$13.59 萬0.11%−270−16.2%減碼查看
CATCATERPILLAR INC COMStock127$13.58 萬0.11%00.0%不變查看

2026 年第 1 季 之後清倉(84 檔)

2026 年第 1 季 季末還持有、這份申報已經沒有的部位。

Ankerstar Wealth, LLC 在 2026 年第 1 季 之後清倉的部位
證券類別2026 年第 1 季 股數2026 年第 1 季 市值2026 年第 1 季 佔組合 %
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF660$28.14 萬0.30%
HONHoneywell TechnologiesCOM1,194$27.01 萬0.29%
BITWISE FUNDS TRUST091748103WEB3 ETF1,072$6.81 萬0.07%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR245$2.2 萬0.02%
COTERRA ENERGY INC COM127097103Stock538$1.89 萬0.02%
VANGUARD SCOTTSDALE FDS92206C706INTER TERM TREAS241$1.44 萬0.02%
CCLCARNIVAL CORPUNIT 99/99/9999523$1.36 萬0.01%
Bitwise Bitcoin Strategy Optimum Roll ETF091748202ETP294$1.07 萬0.01%
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG61$7,6330.01%
CALAMOS ETF TR12811T654BITCOIN 80 SR ST304$6,4950.01%
CALAMOS ETF TR12811T662BITCOIN 90 SR ST285$6,2610.01%
DISDISNEY WALT CO COMStock63$6,0740.01%
JDJD.COM INCSPON ADS CL A200$5,9140.01%
FIRST TR EXCHANGE TRADED FD33741X102SMID RISNG ETF120$4,7320.00%
ISRGINTUITIVE SURGICAL INCCOM NEW9$4,1490.00%
SSENTINELONE INCCL A200$2,5760.00%
DDOGDATADOG INCCL A COM20$2,3610.00%
CALAMOS ETF TR12811T720CALAMOS BIT 80 S115$2,1700.00%
EWEDWARDS LIFESCIENCES CORP COMStock27$2,1620.00%
DLTRDOLLAR TREE INCCOM16$1,7520.00%
CMGCHIPOTLE MEXICAN GRILL INCCOM50$1,6010.00%
AIR LEASE CORP00912X302CL A24$1,5640.00%
WTRGESSENTIAL UTILS INCCOM36$1,4500.00%
KKRKKR & CO INCCOM15$1,3880.00%
DASHDOORDASH INC CL AStock9$1,3510.00%
DDDUPONT DE NEMOURS INCCOM29$1,3280.00%
SEALED AIR CORP NEW81211K100COM30$1,2620.00%
SANMSANMINA CORPCOM9$1,1670.00%
VIAVVIAVI SOLUTIONS INCCOM35$1,1650.00%
DXCMDEXCOM INCCOM18$1,1300.00%
SMTCSEMTECH CORP COMStock14$1,0760.00%
SNOWSNOWFLAKE INC COM SHSStock7$1,0560.00%
HARBOR ETF TRUST41151J885INTERNATNAL COMP36$1,0420.00%
MKTXMARKETAXESS HLDGS INCCOM6$9900.00%
2X ETHER ETF92864M798ETF44$9830.00%
DOCNDIGITALOCEAN HLDGS INCCOM11$9440.00%
TRI POINTE HOMES INC87265H109COM19$8880.00%
CCSCENTURY COMMUNITIES INCCOM13$7460.00%
HNIHNI CORP COMStock20$6680.00%
EVTCEVERTEC INCCOM23$6490.00%
CSG SYS INTL INC126349109COM8$6420.00%
SHAKSHAKE SHACK INCCL A7$6190.00%
INVESCO ACTVELY MNGD ETC FD46090F100OPTIMUM YIELD34$5890.00%
NABLN-ABLE INCCOMMON STOCK116$5420.00%
KMPRKEMPER CORPCOM16$4890.00%
PBHPRESTIGE CONSMR HEALTHCARE ICOM8$4740.00%
BITWISE FUNDS TRUST091748509BITC STD COR ETF27$4420.00%
SOUNSOUNDHOUND AI INCCLASS A COM54$3710.00%
NVRIHARSCO CORPCOM18$3530.00%
KENNEDY-WILSON HOLDINGS INC489398107COM32$3500.00%
LAURLAUREATE ED INCCOMMON STOCK10$3480.00%
DTDYNATRACE INC COM NEWStock9$3330.00%
ALGALAMO GROUP INCCOM2$3300.00%
MLKNMILLERKNOLL INCCOM21$3050.00%
USPHU S PHYSICAL THERAPYCOM4$3020.00%
BBARRICK MNG CORP COM SHSStock7$2860.00%
VANGUARD INTL EQUITY INDEX F922042676GLB EX US ETF6$2670.00%
MACK CALI RLTY CORP554489104COM14$2650.00%
CTKBCYTEK BIOSCIENCES INCCOM60$2620.00%
EMBCEMBECTA CORP COMMON STOCKStock28$2480.00%
MISTER CAR WASH INC60646V105COM34$2370.00%
GOLDEN ENTMT INC381013101COM8$2160.00%
STRKSTRATEGY INCSERIES A PERP PF3$2120.00%
RWTREDWOOD TRUST INCCOM37$2080.00%
PROASSURANCE CORP74267C106COM8$1980.00%
CWENCLEARWAY ENERGY INCCL A5$1960.00%
ADMAADMA BIOLOGICS INCCOM21$1890.00%
CABOCABLE ONE INCCOM2$1820.00%
CASHPATHWARD FINANCIAL INCCOM2$1790.00%
SUN CTRY AIRLS HLDGS INC866683105COM10$1650.00%
AGOASSURED GUARANTY LTDCOM2$1630.00%
LISTED FDS TR53656G191TEUCRIUM 2X LONG42$1610.00%
FWRDFORWARD AIR CORPCOM9$1500.00%
FUBOFUBOTV INCCOM NEW CL A13$1230.00%
NSSCNAPCO SEC TECHNOLOGIES INC COMStock3$1180.00%
PDDPDD HOLDINGS INCSPONSORED ADS1$1020.00%
UAAUNDER ARMOUR INC CL AStock17$1000.00%
SSTKSHUTTERSTOCK INCCOM6$1000.00%
PROSHARES TR74349Y647ULTRA SOLANA ETF17$860.00%
TWITITAN INTL INC ILLCOM11$760.00%
OFRMONCE UPON A FARM PBCCOM4$650.00%
SOCSABLE OFFSHORE CORPCOM SHS2$330.00%
XOSXOS INCCOM11$180.00%
NUWENuwellis IncCOM1$10.00%

各季 13F 申報

Ankerstar Wealth, LLC 各季的 13F 申報
季度申報日持股檔數總值變化申報原文
2026 年第 2 季2026/8/13989$1.19 億與 2026 年第 1 季 比較SEC
2026 年第 1 季2026/5/14955$9,472.48 萬與 2025 年第 4 季 比較SEC
2025 年第 4 季2026/2/121,029$1 億–SEC