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Ankerstar Wealth, LLC

SEC CIK
0002053917
最新申報
2026/8/13

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/8/13 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
989
較 2026 年第 1 季 +34
總值
$1.19 億
較 2026 年第 1 季 +$2,453 萬 (+25.9%)
申報日
2026/8/13
SEC
Ankerstar Wealth, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
WisdomTree Tr97717Y527FLOATNG RAT TREA332,805$1,676 萬14.1%+157,766+90.1%加碼–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD272,566$934.1 萬7.8%+272,566新進–
GOOGAlphabet Inc.Stock19,710$696.4 萬5.8%−240−1.2%減碼歷史
AMZNAmazon Com IncStock24,212$577.1 萬4.8%−63−0.3%減碼歷史
AAPLApple Inc.Stock19,756$571.7 萬4.8%−116−0.6%減碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF141,016$515.1 萬4.3%+12,584+9.8%加碼–
BITBBitwise Bitcoin ETFSHS BEN INT153,810$490.0 萬4.1%−14,458−8.6%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD48,347$382.1 萬3.2%−18,491−27.7%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM59,262$334.7 萬2.8%−8,990−13.2%減碼–
Pacer US Cash Cows 100 ETF69374H881ETF49,534$308.1 萬2.6%−578−1.2%減碼–
BRK.BBerkshire Hathaway IncStock4,589$229.6 萬1.9%−142−3.0%減碼歷史
Kraneshares Trust500767751GBL HUMANOID ROB53,421$220.2 萬1.8%+7,216+15.6%加碼–
Schwab US Dividend Equity ETF808524797ETF68,662$217.7 萬1.8%+1,631+2.4%加碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF21,736$213.4 萬1.8%+2,690+14.1%加碼–
Series Portfolios Tr81752T536ADAPTIV SELECT41,505$200.5 萬1.7%−8,394−16.8%減碼–
SPYSPDR S&P 500 ETF TrustETF2,601$194.7 萬1.6%+146+5.9%加碼歷史
MSFTMicrosoft CorpStock4,854$181.1 萬1.5%+430+9.7%加碼歷史
Tidal Trust III45259A837VISTASHARES ELEC52,390$162.4 萬1.4%+13,778+35.7%加碼–
NVDANVIDIA CorpStock6,965$139.4 萬1.2%−486−6.5%減碼歷史
Invesco Nasdaq 100 ETF46138G649ETF4,510$136.6 萬1.1%+2,046+83.0%加碼–
J P Morgan Exchange Traded F46654Q732U S TEC LEA ETF12,038$134.3 萬1.1%−703−5.5%減碼–
Invesco QQQ Trust Series I46090E103ETF1,661$122.5 萬1.0%+16+1.0%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,811$102.4 萬0.9%+677+16.4%加碼–
Vanguard Star FDS921909768VG TL INTL STK F11,293$96.6 萬0.8%−33−0.3%減碼–
Russell Invts Exchange Trade78249U100US SM CA EQ ETF23,796$92.9 萬0.8%−143−0.6%減碼–
Texas Cap Tex Equity Index E88224A102TEXAS CAP TEX EQ ADDED21,687$87.0 萬0.7%−2,813−11.5%減碼–
TSLATesla, Inc.Stock1,810$76.1 萬0.6%+1,170+182.8%加碼歷史
GOOGLAlphabet Inc.Stock2,083$74.5 萬0.6%+29+1.4%加碼歷史
METAMeta Platforms, Inc.Stock1,044$58.8 萬0.5%−193−15.6%減碼歷史
WisdomTree Tr97717Y295QUANTUM COMPUTIN15,382$58.2 萬0.5%+15,382新進–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF8,352$56.4 萬0.5%+2,728+48.5%加碼–
Vanguard Morningstar Value ETF922908744ETF2,482$54.1 萬0.5%−51−2.0%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF14,747$49.9 萬0.4%+1,087+8.0%加碼–
COSTCostco Wholesale CorpStock530$49.6 萬0.4%+23+4.5%加碼歷史
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF10,350$48.6 萬0.4%−1,873−15.3%減碼–
HDHome Depot, Inc.Stock1,319$46.5 萬0.4%+82+6.6%加碼歷史
Janus Detroit STR Tr47103U647HEND EQ LI MODE A17,390$44.1 萬0.4%+17,390新進–
JNJJohnson & JohnsonStock1,720$43.7 萬0.4%+7+0.4%加碼歷史
NEENextera Energy IncStock4,307$37.8 萬0.3%+591+15.9%加碼歷史
DELLDell Technologies Inc.Stock842$36.3 萬0.3%−200−19.2%減碼歷史
Defiance Quantum ETF26922A420ETF2,172$35.9 萬0.3%+169+8.4%加碼–
RBRKRubrik, Inc.Stock4,459$35.8 萬0.3%+230+5.4%加碼歷史
IBITiShares Bitcoin Trust ETFETF10,543$35.1 萬0.3%−9−0.1%減碼歷史
JPMJPMorgan Chase & CoStock980$32.1 萬0.3%+2+0.2%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF6,325$32.0 萬0.3%−59−0.9%減碼–
NKENIKE, Inc.Stock7,270$30.1 萬0.3%+84+1.2%加碼歷史
ORealty Income CorpREIT4,772$29.7 萬0.2%+17+0.4%加碼歷史
PEPPepsiCo IncStock2,186$29.6 萬0.2%+14+0.6%加碼歷史
iShares Core S&P 500 ETF464287200ETF382$28.6 萬0.2%+10+2.7%加碼–
Calamos ETF Tr12811T571AUTOC INCOM ETF10,056$27.4 萬0.2%+5,607+126.0%加碼–
Pacer Trendpilot US Large Cap ETF69374H105ETF4,549$26.5 萬0.2%−156−3.3%減碼–
AVGOBroadcom Inc.Stock691$26.1 萬0.2%−4−0.6%減碼歷史
XOMExxonMobil Holdings CorpCOM1,828$25.0 萬0.2%+10+0.6%加碼歷史
CVXChevron CorpStock1,496$24.8 萬0.2%−105−6.6%減碼歷史
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM4,464$24.8 萬0.2%−1,212−21.4%減碼–
iShares Tr46435G250HIGH YLD SYSTM B5,282$24.7 萬0.2%−623−10.6%減碼–
HPEHewlett Packard Enterprise CoCOM5,389$24.4 萬0.2%+5,389新進歷史
ELVElevance Health, Inc.Stock586$22.7 萬0.2%+2+0.3%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,182$22.5 萬0.2%00.0%不變–
Vanguard Total Bond Market ETF921937835ETF3,044$22.3 萬0.2%−1,101−26.6%減碼–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF3,623$22.3 萬0.2%+94+2.7%加碼–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF2,445$22.0 萬0.2%+1,909+356.2%加碼–
Vanguard Utilities ETF92204A876ETF1,096$21.5 萬0.2%−2−0.2%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF567$21.0 萬0.2%+99+21.2%加碼–
HSYHershey CoCOM1,193$20.9 萬0.2%+9+0.8%加碼歷史
CMECME Group Inc.COM920$20.3 萬0.2%+817+793.2%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF851$20.2 萬0.2%−5−0.6%減碼–
LMTLockheed Martin CorpStock389$19.8 萬0.2%+200+105.8%加碼歷史
Calamos ETF Tr12811T688CALLMOS BIT STRU8,096$19.1 萬0.2%−77−0.9%減碼–
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH1,457$18.8 萬0.2%−632−30.3%減碼–
First Trust Cloud Computing ETF33734X192ETF1,320$17.8 萬0.1%00.0%不變–
BXBlackstone Inc.COM1,507$17.7 萬0.1%−396−20.8%減碼歷史
VICIVici Properties Inc.COM6,511$17.6 萬0.1%+68+1.1%加碼歷史
Calamos ETF Tr12811T597BITCOIN 90 SER7,917$17.4 萬0.1%−6,307−44.3%減碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD4,000$17.4 萬0.1%00.0%不變–
ETF Ser Solutions26922B394DEFIANCE DRONE A5,915$17.2 萬0.1%+5,915新進–
Pgim Rock ETF Tr69420N718LADDE S&P 12 ETF5,361$17.2 萬0.1%+1,790+50.1%加碼–
Calamos ETF Tr12811T589BITCOIN 80 SERIE8,596$16.9 萬0.1%−15,240−63.9%減碼–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF3,070$16.6 萬0.1%−510−14.2%減碼–
CSXCSX CorpStock3,432$16.3 萬0.1%+9+0.3%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF1,098$16.3 萬0.1%−1−0.1%減碼–
PFEPfizer IncStock6,506$15.7 萬0.1%−22−0.3%減碼歷史
TSCOTractor Supply CoCOM4,879$15.4 萬0.1%+4,879新進歷史
Calamos ETF Tr12811T613BITCN STRCT ALT6,195$15.2 萬0.1%−473−7.1%減碼–
SPCXSpace Exploration Technologies CorpCLASS A COM STK880$15.0 萬0.1%+880新進歷史
SPDR Ser Tr78468R630S&P KENSHO FINAL1,249$14.9 萬0.1%+1,249新進–
UNHUnitedHealth Group IncStock356$14.8 萬0.1%00.0%不變歷史
DDominion Energy, IncStock2,110$14.4 萬0.1%+15+0.7%加碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL3,524$14.3 萬0.1%−1,031−22.6%減碼–
PLTRPalantir Technologies Inc.Stock1,217$14.2 萬0.1%−6−0.5%減碼歷史
SBUXStarbucks CorpStock1,376$14.1 萬0.1%+2+0.1%加碼歷史
ProShares Tr74347G242S&P 500 HIGH ETF2,915$14.0 萬0.1%−66−2.2%減碼–
iShares S&P 500 Value ETF464287408ETF617$14.0 萬0.1%+412+201.0%加碼–
HONHoneywell International IncStock621$13.9 萬0.1%+621新進歷史
iShares Tr46435U853BROAD USD HIGH3,745$13.9 萬0.1%−95−2.5%減碼–
KMBKimberly Clark CorpStock1,244$13.8 萬0.1%−5−0.4%減碼歷史
RTXRTX CorpStock725$13.8 萬0.1%−16−2.2%減碼歷史
HONAHoneywell Aerospace Inc.COM621$13.7 萬0.1%+621新進歷史
BABAAlibaba Group Holding LtdADR1,398$13.6 萬0.1%−270−16.2%減碼歷史
CATCaterpillar IncStock127$13.6 萬0.1%00.0%不變歷史

2026 年第 1 季之後清倉(82 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 %紀錄
iShares Russell 1000 Growth ETF464287614ETF660$28.1 萬0.3%–
HONHoneywell International IncCOM1,194$27.0 萬0.3%歷史
Bitwise Funds Trust091748103WEB3 ETF1,072$6.81 萬0.1%–
TRIThomson Reuters CorpCOM NO PAR245$2.20 萬<0.1%歷史
CTRACoterra Energy Inc.Stock538$1.89 萬<0.1%歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS241$1.44 萬<0.1%–
Bitwise Bitcoin Strategy Optimum Roll ETF091748202ETP294$1.07 萬<0.1%–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG61$7,633<0.1%–
Calamos ETF Tr12811T654BITCOIN 80 SR ST304$6,495<0.1%–
Calamos ETF Tr12811T662BITCOIN 90 SR ST285$6,261<0.1%–
DISWalt Disney CoStock63$6,074<0.1%歷史
JDJD.com, Inc.SPON ADS CL A200$5,914<0.1%歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF120$4,732<0.1%–
ISRGIntuitive Surgical IncCOM NEW9$4,149<0.1%歷史
SSentinelOne, Inc.CL A200$2,576<0.1%歷史
DDOGDatadog, Inc.CL A COM20$2,361<0.1%歷史
Calamos ETF Tr12811T720CALAMOS BIT 80 S115$2,170<0.1%–
EWEdwards Lifesciences CorpStock27$2,162<0.1%歷史
DLTRDollar Tree, Inc.COM16$1,752<0.1%歷史
CMGChipotle Mexican Grill IncCOM50$1,601<0.1%歷史
ALSumisho Air Lease CorpCL A24$1,564<0.1%歷史
WTRGEssential Utilities, Inc.COM36$1,450<0.1%歷史
KKRKKR & Co. Inc.COM15$1,388<0.1%歷史
DASHDoorDash, Inc.Stock9$1,351<0.1%歷史
SEESealed Air CorpCOM30$1,262<0.1%歷史
SANMSanmina CorpCOM9$1,167<0.1%歷史
VIAVViavi Solutions Inc.COM35$1,165<0.1%歷史
DXCMDexcom IncCOM18$1,130<0.1%歷史
SMTCSemtech CorpStock14$1,076<0.1%歷史
SNOWSnowflake Inc.Stock7$1,056<0.1%歷史
Harbor ETF Trust41151J885INTERNATNAL COMP36$1,042<0.1%–
MKTXMarketaxess Holdings IncCOM6$990<0.1%歷史
2X Ether ETF92864M798ETF44$983<0.1%–
DOCNDigitalOcean Holdings, Inc.COM11$944<0.1%歷史
TPHTri Pointe Homes, Inc.COM19$888<0.1%歷史
CCSCentury Communities, Inc.COM13$746<0.1%歷史
HNIHni CorpStock20$668<0.1%歷史
EVTCEVERTEC, Inc.COM23$649<0.1%歷史
CSGSCSG Systems International IncCOM8$642<0.1%歷史
SHAKShake Shack Inc.CL A7$619<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD34$589<0.1%–
NABLN-able, Inc.COMMON STOCK116$542<0.1%歷史
KMPRKEMPER CorpCOM16$489<0.1%歷史
PBHPrestige Consumer Healthcare Inc.COM8$474<0.1%歷史
Bitwise Funds Trust091748509BITC STD COR ETF27$442<0.1%–
SOUNSoundhound AI, Inc.CLASS A COM54$371<0.1%歷史
NVRIEnviri CorpCOM18$353<0.1%歷史
KWKennedy-Wilson Holdings, Inc.COM32$350<0.1%歷史
LAURLaureate Education, Inc.COMMON STOCK10$348<0.1%歷史
DTDynatrace, Inc.Stock9$333<0.1%歷史
ALGAlamo Group IncCOM2$330<0.1%歷史
MLKNMillerknoll, Inc.COM21$305<0.1%歷史
USPHU S Physical Therapy IncCOM4$302<0.1%歷史
BBarrick Mining CorpStock7$286<0.1%歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF6$267<0.1%–
VREVeris Residential, Inc.COM14$265<0.1%歷史
CTKBCytek Biosciences, Inc.COM60$262<0.1%歷史
EMBCEmbecta Corp.Stock28$248<0.1%歷史
MCWMister Car Wash, Inc.COM34$237<0.1%歷史
GDENNew Royal Holdco I Inc.COM8$216<0.1%歷史
STRKStrategy IncSERIES A PERP PF3$212<0.1%歷史
RWTRedwood Trust IncCOM37$208<0.1%歷史
PRAProassurance CorpCOM8$198<0.1%歷史
Clearway Energy, Inc.18539C105CL A5$196<0.1%–
ADMAAdma Biologics, Inc.COM21$189<0.1%歷史
CABOCable One, Inc.COM2$182<0.1%歷史
CASHPathward Financial, Inc.COM2$179<0.1%歷史
SNCYSun Country Airlines Holdings, LLCCOM10$165<0.1%歷史
AGOAssured Guaranty LtdCOM2$163<0.1%歷史
Listed FDS Tr53656G191TEUCRIUM 2X LONG42$161<0.1%–
FWRDForward Air CorpCOM9$150<0.1%歷史
FUBOFuboTV Inc.COM NEW CL A13$123<0.1%歷史
NSSCNapco Security Technologies, IncStock3$118<0.1%歷史
PDDPDD Holdings Inc.SPONSORED ADS1$102<0.1%歷史
UAAUnder Armour, Inc.Stock17$100<0.1%歷史
SSTKShutterstock, Inc.COM6$100<0.1%歷史
ProShares Tr74349Y647ULTRA SOLANA ETF17$86<0.1%–
TWITitan International IncCOM11$76<0.1%歷史
OFRMOnce Upon a Farm, PBCCOM4$65<0.1%歷史
SOCSable Offshore Corp.COM SHS2$33<0.1%歷史
XOSXos, Inc.COM11$18<0.1%歷史
NUWENuwellis, Inc.COM1$1<0.1%歷史