Anderson Financial Strategies, LLC 13F 持仓 · 2026年Q2

Anderson Financial Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 1.92 亿美元。前几大持仓：WTV（12.57%）、PWB（9.02%）、FENI（8.80%）。本季前 25 大持仓中：新建仓 4 只、增持 13 只、减持 8 只。

排名	代码	公司	市值	占组合	股数	变动
1	WTV	WISDOMTREE TR	$24.2M	12.57%	223,678	增持
2	PWB	INVESCO EXCHANGE TRADED FD T	$17.4M	9.02%	111,298	新建仓
3	FENI	FIDELITY COVINGTON TRUST	$16.9M	8.80%	407,710	增持
4	IAGG	ISHARES TR	$12.4M	6.44%	248,599	增持
5	SKOR	FLEXSHARES TR	$11.8M	6.13%	245,169	增持
6	HYFI	AB ACTIVE ETFS INC	$9.8M	5.07%	262,229	增持
7	CWB	SPDR SERIES TRUST	$9.5M	4.93%	91,417	减持
8	USVM	VICTORY PORTFOLIOS II	$9.0M	4.70%	81,804	减持
9	JPRE	J P MORGAN EXCHANGE TRADED F	$8.4M	4.38%	158,021	减持
10	PFFA	ETFIS SER TR I	$8.4M	4.36%	397,868	增持
11	LGOV	FIRST TR EXCHANGE-TRADED FD	$7.8M	4.03%	368,715	增持
12	XSMO	INVESCO EXCHANGE TRADED FD T	$6.7M	3.50%	77,279	减持
13	EDIV	SPDR INDEX SHS FDS	$5.8M	3.02%	138,195	增持
14	HMOP	HARTFORD FDS EXCHANGE TRADED	$5.5M	2.85%	141,826	增持
15	EMCB	WISDOMTREE TR	$4.3M	2.25%	65,617	增持
16	FNY	FIRST TR EXCHANGE-TRADED ALP	$3.2M	1.68%	30,550	减持
17	BVS	BIOVENTUS INC	$2.9M	1.48%	194,313	增持
18	MTUM	ISHARES TR	$2.5M	1.32%	8,296	减持
19	FWD	AB ACTIVE ETFS INC	$2.4M	1.26%	18,685	减持
20	DTCR	GLOBAL X FDS	$2.4M	1.24%	84,267	减持
21	CARS	CARS COM INC	$2.1M	1.10%	169,632	新建仓
22	DFIN	DONNELLEY FINL SOLUTIONS INC	$2.1M	1.09%	42,965	新建仓
23	SDVY	FIRST TR EXCHANGE TRADED FD	$2.0M	1.04%	45,386	增持
24	EBC	EASTERN BANKSHARES INC	$2.0M	1.03%	85,888	增持
25	OMC	OMNICOM GROUP INC	$2.0M	1.02%	22,375	新建仓

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