Anchyra Partners LLC 13F 持仓 · 2026年Q2
Anchyra Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 350 只证券，申报市值合计 4.16 亿美元。前几大持仓：TROW（12.40%）、NVDA（6.23%）、AAPL（4.41%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TROW | PRICE T ROWE GROUP INC | $51.6M | 12.40% | 454,073 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $26.0M | 6.23% | 129,693 | 增持 |
| 3 | AAPL | APPLE INC | $18.3M | 4.41% | 63,403 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $11.2M | 2.70% | 30,159 | 减持 |
| 5 | GOOGL | ALPHABET INC | $9.9M | 2.38% | 27,698 | 增持 |
| 6 | IWV | ISHARES TR | $8.5M | 2.05% | 19,989 | 增持 |
| 7 | MU | MICRON TECHNOLOGY INC | $8.4M | 2.01% | 7,268 | 增持 |
| 8 | META | META PLATFORMS INC | $7.9M | 1.89% | 13,990 | 增持 |
| 9 | AVGO | BROADCOM INC | $6.9M | 1.67% | 18,364 | 增持 |
| 10 | AMZN | AMAZON COM INC | $6.6M | 1.59% | 27,824 | 减持 |
| 11 | GLD | SPDR GOLD TR | $5.4M | 1.29% | 14,550 | 持平 |
| 12 | MRVL | MARVELL TECHNOLOGY INC | $5.3M | 1.28% | 17,862 | 减持 |
| 13 | ANET | ARISTA NETWORKS INC | $4.6M | 1.09% | 26,819 | 增持 |
| 14 | COHR | COHERENT CORP | $4.5M | 1.09% | 11,464 | 增持 |
| 15 | JBL | JABIL INC | $4.2M | 1.01% | 10,955 | 减持 |
| 16 | IWF | ISHARES TR | $4.1M | 0.99% | 33,120 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.1M | 0.97% | 8,100 | 增持 |
| 18 | XLK | SELECT SECTOR SPDR TR | $3.9M | 0.93% | 20,386 | 持平 |
| 19 | PANW | PALO ALTO NETWORKS INC | $3.6M | 0.87% | 10,626 | 增持 |
| 20 | CSCO | CISCO SYS INC | $3.4M | 0.83% | 29,343 | 增持 |
| 21 | STRL | STERLING INFRASTRUCTURE INC | $3.4M | 0.83% | 4,104 | 新建仓 |
| 22 | SPY | SPDR S&P 500 ETF TR | $3.4M | 0.82% | 4,548 | 增持 |
| 23 | SO | SOUTHERN CO | $3.4M | 0.80% | 35,010 | 增持 |
| 24 | IWD | ISHARES TR | $3.3M | 0.78% | 13,456 | 增持 |
| 25 | XOM | EXXON MOBIL CORP | $3.2M | 0.77% | 23,363 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR