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Ankerstar Wealth, LLC

SEC CIK
0002053917
最新申報
2026/8/13

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/14 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
955
較 2025 年第 4 季 −74
總值
$9,472 萬
較 2025 年第 4 季 −$570.9 萬 (−5.7%)
申報日
2026/5/14
SEC
Ankerstar Wealth, 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
WisdomTree Tr97717Y527FLOATNG RAT TREA175,039$881.1 萬9.3%−3,931−2.2%減碼–
BITBBitwise Bitcoin ETFSHS BEN INT168,268$619.4 萬6.5%−47,812−22.1%減碼歷史
GOOGAlphabet Inc.Stock19,950$572.3 萬6.0%−1,281−6.0%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD66,838$529.8 萬5.6%+6,897+11.5%加碼–
AMZNAmazon Com IncStock24,275$505.6 萬5.3%+107+0.4%加碼歷史
AAPLApple Inc.Stock19,872$504.3 萬5.3%−1,109−5.3%減碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF128,432$433.7 萬4.6%−2,263−1.7%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM68,252$386.9 萬4.1%−7,285−9.6%減碼–
Pacer US Cash Cows 100 ETF69374H881ETF50,112$313.5 萬3.3%+7,316+17.1%加碼–
BRK.BBerkshire Hathaway IncStock4,731$226.7 萬2.4%+874+22.7%加碼歷史
Series Portfolios Tr81752T536ADAPTIV SELECT49,899$210.4 萬2.2%+9,451+23.4%加碼–
Schwab US Dividend Equity ETF808524797ETF67,031$205.7 萬2.2%+18,058+36.9%加碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF19,046$179.5 萬1.9%+6,474+51.5%加碼–
MSFTMicrosoft CorpStock4,424$163.8 萬1.7%+661+17.6%加碼歷史
SPYSPDR S&P 500 ETF TrustETF2,455$159.9 萬1.7%+569+30.2%加碼歷史
Kraneshares Trust500767751GBL HUMANOID ROB46,205$144.2 萬1.5%+16,835+57.3%加碼–
NVDANVIDIA CorpStock7,451$130.0 萬1.4%−1,766−19.2%減碼歷史
J P Morgan Exchange Traded F46654Q732U S TEC LEA ETF12,741$101.3 萬1.1%−1,805−12.4%減碼–
Invesco QQQ Trust Series I46090E103ETF1,645$95.0 萬1.0%+883+115.9%加碼–
Tidal Trust III45259A837VISTASHARES ELEC38,612$93.6 萬1.0%+38,612新進–
Texas Cap Tex Equity Index E88224A102TEXAS CAP TEX EQ ADDED24,500$91.8 萬1.0%−13,931−36.2%減碼–
Vanguard Star FDS921909768VG TL INTL STK F11,326$87.3 萬0.9%−2,377−17.3%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,134$79.3 萬0.8%+2,754+199.6%加碼–
Russell Invts Exchange Trade78249U100US SM CA EQ ETF23,939$76.6 萬0.8%+9,951+71.1%加碼–
METAMeta Platforms, Inc.Stock1,237$70.8 萬0.7%−431−25.8%減碼歷史
Simplify Exchange Traded Fun82889N830HIGH YIELD ETF27,769$59.3 萬0.6%−87,557−75.9%減碼–
GOOGLAlphabet Inc.Stock2,054$59.1 萬0.6%+203+11.0%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF2,464$58.5 萬0.6%+2,464新進–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF12,223$57.5 萬0.6%−3,056−20.0%減碼–
COSTCostco Wholesale CorpStock507$50.5 萬0.5%00.0%不變歷史
Vanguard Morningstar Value ETF922908744ETF2,533$49.7 萬0.5%−1,378−35.2%減碼–
Calamos ETF Tr12811T589BITCOIN 80 SERIE23,836$47.8 萬0.5%−1,759−6.9%減碼–
JNJJohnson & JohnsonStock1,713$41.9 萬0.4%+556+48.1%加碼歷史
HDHome Depot, Inc.Stock1,237$40.7 萬0.4%+367+42.2%加碼歷史
IBITiShares Bitcoin Trust ETFETF10,552$40.5 萬0.4%+9,424+835.5%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF13,660$39.8 萬0.4%−4,526−24.9%減碼–
MSTRStrategy IncStock3,127$39.0 萬0.4%+254+8.8%加碼歷史
NKENIKE, Inc.Stock7,186$38.2 萬0.4%+2,576+55.9%加碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF5,624$35.9 萬0.4%−2,052−26.7%減碼–
NEENextera Energy IncStock3,716$34.5 萬0.4%+1,198+47.6%加碼歷史
PEPPepsiCo IncStock2,172$33.7 萬0.4%+998+85.0%加碼歷史
CVXChevron CorpStock1,601$33.1 萬0.3%+378+30.9%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF6,384$32.3 萬0.3%−806−11.2%減碼–
Calamos ETF Tr12811T597BITCOIN 90 SER14,224$31.5 萬0.3%−6,119−30.1%減碼–
XOMExxonMobil Holdings CorpCOM1,818$30.8 萬0.3%+626+52.5%加碼歷史
Vanguard Total Bond Market ETF921937835ETF4,145$30.5 萬0.3%−1,847−30.8%減碼–
ORealty Income CorpREIT4,755$29.2 萬0.3%+1,077+29.3%加碼歷史
JPMJPMorgan Chase & CoStock978$28.8 萬0.3%+480+96.4%加碼歷史
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM5,676$28.4 萬0.3%−5,598−49.7%減碼–
iShares Russell 1000 Growth ETF464287614ETF660$28.1 萬0.3%00.0%不變–
iShares Tr46435G250HIGH YLD SYSTM B5,905$27.5 萬0.3%+449+8.2%加碼–
HONHoneywell International IncCOM1,194$27.0 萬0.3%+269+29.1%加碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF4,705$24.7 萬0.3%−95−2.0%減碼–
HSYHershey CoCOM1,184$24.6 萬0.3%+525+79.7%加碼歷史
iShares Core S&P 500 ETF464287200ETF372$24.3 萬0.3%−37−9.0%減碼–
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH2,089$24.1 萬0.3%+861+70.1%加碼–
TSLATesla, Inc.Stock640$23.8 萬0.3%+176+37.9%加碼歷史
BXBlackstone Inc.COM1,903$21.9 萬0.2%−778−29.0%減碼歷史
ZZillow Group, Inc.CL C CAP STK5,267$21.8 萬0.2%+1,449+38.0%加碼歷史
Vanguard Utilities ETF92204A876ETF1,098$21.8 萬0.2%−179−14.0%減碼–
AVGOBroadcom Inc.Stock695$21.5 萬0.2%−114−14.1%減碼歷史
Defiance Quantum ETF26922A420ETF2,003$21.5 萬0.2%+421+26.6%加碼–
BABAAlibaba Group Holding LtdADR1,668$20.9 萬0.2%−140−7.7%減碼歷史
RBRKRubrik, Inc.Stock4,229$20.7 萬0.2%+2,753+186.5%加碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF3,529$19.6 萬0.2%−1,155−24.7%減碼–
Calamos ETF Tr12811T688CALLMOS BIT STRU8,173$19.4 萬0.2%+40+0.5%加碼–
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL4,555$18.5 萬0.2%−1,256−21.6%減碼–
Vanguard Dividend Appreciation ETF921908844ETF856$18.4 萬0.2%−336−28.2%減碼–
PFEPfizer IncStock6,528$18.3 萬0.2%+2,308+54.7%加碼歷史
NOWServiceNow, Inc.Stock1,750$18.3 萬0.2%−935−34.8%減碼歷史
PLTRPalantir Technologies Inc.Stock1,223$17.9 萬0.2%+17+1.4%加碼歷史
VICIVici Properties Inc.COM6,443$17.9 萬0.2%+4,090+173.8%加碼歷史
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD4,000$17.4 萬0.2%−1,177−22.7%減碼–
ELVElevance Health, Inc.Stock584$17.1 萬0.2%+265+83.1%加碼歷史
DELLDell Technologies Inc.Stock1,042$17.1 萬0.2%−150−12.6%減碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF3,580$17.0 萬0.2%−315−8.1%減碼–
Calamos ETF Tr12811T613BITCN STRCT ALT6,668$16.2 萬0.2%+560+9.2%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF1,182$15.7 萬0.2%00.0%不變–
Vanguard Energy ETF92204A306ETF903$15.6 萬0.2%−380−29.6%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF468$15.0 萬0.2%00.0%不變–
First Trust Cloud Computing ETF33734X192ETF1,320$14.4 萬0.2%−81−5.8%減碼–
RTXRTX CorpStock741$14.3 萬0.2%+128+20.9%加碼歷史
iShares Tr46435U853BROAD USD HIGH3,840$14.1 萬0.1%+376+10.9%加碼–
GISGeneral Mills IncStock3,793$14.1 萬0.1%+1,524+67.2%加碼歷史
CSXCSX CorpStock3,423$14.1 萬0.1%+1,404+69.5%加碼歷史
Onefund Trust45407J409CYBER HORNET S&P5,129$13.7 萬0.1%+5,129新進–
iShares Core S&P Small Cap ETF464287804ETF1,099$13.7 萬0.1%−2,340−68.0%減碼–
MCDMcDonalds CorpStock432$13.4 萬0.1%+209+93.7%加碼歷史
CELHCelsius Holdings, Inc.COM NEW3,662$13.0 萬0.1%+1,571+75.1%加碼歷史
DDominion Energy, IncStock2,095$13.0 萬0.1%+878+72.1%加碼歷史
ProShares Tr74347G242S&P 500 HIGH ETF2,981$12.9 萬0.1%00.0%不變–
SBUXStarbucks CorpStock1,374$12.3 萬0.1%+589+75.0%加碼歷史
KMBKimberly Clark CorpStock1,249$12.2 萬0.1%+883+241.3%加碼歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT3,611$12.1 萬0.1%00.0%不變–
HRLHormel Foods CorpCOM5,098$11.5 萬0.1%+3,605+241.5%加碼歷史
First Tr Exch Traded FD III33739P855INSTL PFD SECS6,044$11.5 萬0.1%−1,143−15.9%減碼–
LMTLockheed Martin CorpStock189$11.4 萬0.1%−13−6.4%減碼歷史
Calamos ETF Tr12811T571AUTOC INCOM ETF4,449$11.2 萬0.1%+4,449新進–
Vanguard Morningstar Growth ETF922908736ETF252$11.0 萬0.1%−62−19.7%減碼–
MMM3M CoStock748$10.9 萬0.1%−3−0.4%減碼歷史

2025 年第 4 季之後清倉(158 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 158 檔。

Ankerstar Wealth, 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
INTCIntel CorpStock5,000$18.4 萬0.2%歷史
Vanguard Index FDS922908652EXTEND MKT ETF618$12.9 萬0.1%–
KODKEastman Kodak CoCOM NEW15,000$12.7 萬0.1%歷史
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV1,200$6.86 萬0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1141$6.78 萬0.1%歷史
UMACUnusual Machines, Inc.Stock5,000$6.37 萬0.1%歷史
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL303$4.85 萬<0.1%–
Harbor ETF Trust41151J406LONG TERM GROWER1,050$3.27 萬<0.1%–
BROSDutch Bros Inc.CL A500$3.06 萬<0.1%歷史
iShares Tr4642886613 7 YR TREAS BD252$3.01 萬<0.1%–
BMNRBitmine Immersion Technologies, Inc.COM NEW987$2.69 萬<0.1%歷史
UVIXVS TrustETF4,190$2.39 萬<0.1%歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF183$2.02 萬<0.1%–
Schwab U.S. Small-Cap ETF808524607ETF688$1.96 萬<0.1%–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL201$1.86 萬<0.1%–
Vanguard Information Technology ETF92204A702ETF21$1.58 萬<0.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF180$1.44 萬<0.1%–
PSXPhillips 66Stock111$1.44 萬<0.1%歷史
Tidal Tr II88636J253DEFIANCE DAILY T3,377$1.30 萬<0.1%–
NCLHNorwegian Cruise Line Holdings Ltd.SHS500$1.12 萬<0.1%歷史
AGROAdecoagro S.A.COM1,000$7,930<0.1%歷史
SOLVSolventum CorpStock93$7,369<0.1%歷史
Volatility Shs Tr92864M3012X BITCOIN STRAT234$6,491<0.1%–
iShares Tr464287762US HLTHCARE ETF96$6,250<0.1%–
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW32$5,387<0.1%–
CHKPCheck Point Software Technologies LtdORD29$5,381<0.1%歷史
ADSKAutodesk, Inc.COM16$4,736<0.1%歷史
HXLHexcel CorpCOM61$4,508<0.1%歷史
BMYBristol Myers Squibb CoStock83$4,477<0.1%歷史
CORCencora, Inc.Stock13$4,391<0.1%歷史
HCAHCA Healthcare, Inc.COM9$4,202<0.1%歷史
MDLZMondelez International, Inc.Stock67$3,607<0.1%歷史
AYIAcuity Inc. (DE)Stock10$3,600<0.1%歷史
WDAYWorkday, Inc.CL A16$3,436<0.1%歷史
UTHRUnited Therapeutics CorpCOM7$3,411<0.1%歷史
VSTVistra Corp.Stock20$3,227<0.1%歷史
TEMTempus AI, Inc.CL A50$2,953<0.1%歷史
LUVSouthwest Airlines CoCOM70$2,921<0.1%歷史
Amplify ETF Tr032108458BITCOIN 2 PERCNT69$2,704<0.1%–
iShares Core MSCI Eafe ETF46432F842ETF30$2,684<0.1%–
VRSNVerisign IncCOM11$2,672<0.1%歷史
WYNNWynn Resorts LtdCOM22$2,647<0.1%歷史
Tidal Trust II88636X104YIELDMAX BITCOIN78$2,633<0.1%–
EXELExelixis, Inc.COM58$2,542<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE68$2,474<0.1%–
VEEVVeeva Systems IncStock10$2,232<0.1%歷史
GILDGilead Sciences, Inc.Stock18$2,209<0.1%歷史
HMYHarmony Gold Mining Co LtdADR100$1,990<0.1%歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY17$1,949<0.1%–
iShares Tr46428743220 YR TR BD ETF21$1,830<0.1%–
Direxion Shs ETF Tr25460G823DAILY ROBOTICS71$1,816<0.1%–
EDConsolidated Edison IncStock18$1,788<0.1%歷史
RUMRUM Group Inc.Stock281$1,776<0.1%歷史
SPOTSpotify Technology S.A.Stock3$1,742<0.1%歷史
MOG.AMoog Inc.CL A7$1,705<0.1%歷史
TMUST-Mobile US, Inc.Stock8$1,624<0.1%歷史
IDCCInterDigital, Inc.COM5$1,592<0.1%歷史
TFCTruist Financial CorpCOM30$1,476<0.1%歷史
ARWRArrowhead Pharmaceuticals, Inc.COM22$1,461<0.1%歷史
TCMDTactile Systems Technology IncCOM50$1,450<0.1%歷史
CTRECareTrust REIT, Inc.COM39$1,423<0.1%歷史
AEISAdvanced Energy Industries IncCOM6$1,256<0.1%歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF18$1,248<0.1%–
SFMSprouts Farmers Market, Inc.COM15$1,195<0.1%歷史
WBTNWEBTOON Entertainment Inc.COM91$1,186<0.1%歷史
SITMSITIME CorpCOM3$1,060<0.1%歷史
CWSTCasella Waste Systems IncCL A10$979<0.1%歷史
MMSIMerit Medical Systems IncCOM11$970<0.1%歷史
TTMITTM Technologies IncCOM12$828<0.1%歷史
MIRMirion Technologies, Inc.COM CL A34$796<0.1%歷史
Q2 Hldgs Inc74736L110COM11$794<0.1%–
iShares Future AI & Tech ETF46435U556ETF16$771<0.1%–
MHKMohawk Industries IncCOM7$765<0.1%歷史
First Tr Exchng Traded FD VI33740U760VEST BUFFERED30$738<0.1%–
MTHMeritage Homes CORPCOM11$724<0.1%歷史
STEPStepStone Group Inc.COM CL A11$706<0.1%歷史
ACIWAci Worldwide, Inc.Stock14$669<0.1%歷史
INDVIndivior Pharmaceuticals, Inc.ORD18$646<0.1%歷史
ProShares Tr74347G804K1 FRE CRD OIL17$634<0.1%–
AZTAAzenta, Inc.COM19$632<0.1%歷史
CORTCorcept Therapeutics IncCOM18$626<0.1%歷史
BLBlackline, Inc.COM11$608<0.1%歷史
TGNATegna IncCOM29$566<0.1%歷史
PTCTPTC Therapeutics, Inc.COM7$532<0.1%歷史
SLGSL Green Realty CorpCOM11$505<0.1%歷史
PJTPJT Partners Inc.COM CL A3$502<0.1%歷史
DORMDorman Products, Inc.COM4$493<0.1%歷史
HIHillenbrand, Inc.COM15$476<0.1%歷史
ABGAsbury Automotive Group IncCOM2$465<0.1%歷史
MNDYmonday.com Ltd.SHS3$443<0.1%歷史
UPWKUpwork, IncCOM22$436<0.1%歷史
VRRMVerra Mobility CorpCL A COM STK19$426<0.1%歷史
VYXNCR Voyix CorpCOM40$408<0.1%歷史
NSITInsight Enterprises IncCOM5$407<0.1%歷史
PAYOPayoneer Global Inc.COM72$405<0.1%歷史
AMPHAmphastar Pharmaceuticals, Inc.COM15$402<0.1%歷史
GPIGroup 1 Automotive IncCOM1$393<0.1%歷史
SMPLSimply Good Foods CoCOM18$361<0.1%歷史
OGNOrganon & Co.Stock50$359<0.1%歷史
ABRArbor Realty Trust IncCOM44$341<0.1%歷史