Ankerstar Wealth, LLC 13F 持仓 · 2026年Q2
Ankerstar Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 989 只证券，申报市值合计 1.19 亿美元。前几大持仓：USFR（14.05%）、BALT（7.83%）、GOOG（5.84%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $16.8M | 14.05% | 332,805 | 增持 |
| 2 | BALT | INNOVATOR ETFS TRUST | $9.3M | 7.83% | 272,566 | 新建仓 |
| 3 | GOOG | ALPHABET INC | $7.0M | 5.84% | 19,710 | 减持 |
| 4 | AMZN | AMAZON COM INC | $5.8M | 4.84% | 24,212 | 减持 |
| 5 | AAPL | APPLE INC | $5.7M | 4.79% | 19,756 | 减持 |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.2M | 4.32% | 141,016 | 增持 |
| 7 | BITB | BITWISE BITCOIN ETF TR | $4.9M | 4.11% | 153,810 | 减持 |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | $3.8M | 3.20% | 48,347 | 减持 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.3M | 2.81% | 59,262 | 减持 |
| 10 | COWZ | PACER FDS TR | $3.1M | 2.58% | 49,534 | 减持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.93% | 4,589 | 减持 |
| 12 | KOID | KRANESHARES TRUST | $2.2M | 1.85% | 53,421 | 增持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $2.2M | 1.83% | 68,662 | 增持 |
| 14 | VYMI | VANGUARD WHITEHALL FDS | $2.1M | 1.79% | 21,736 | 增持 |
| 15 | ADPV | SERIES PORTFOLIOS TR | $2.0M | 1.68% | 41,505 | 减持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 1.63% | 2,601 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $1.8M | 1.52% | 4,854 | 增持 |
| 18 | POW | TIDAL TRUST III | $1.6M | 1.36% | 52,390 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $1.4M | 1.17% | 6,965 | 减持 |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $1.4M | 1.15% | 4,510 | 增持 |
| 21 | JTEK | J P MORGAN EXCHANGE TRADED F | $1.3M | 1.13% | 12,038 | 减持 |
| 22 | QQQ | INVESCO QQQ TR | $1.2M | 1.03% | 1,661 | 增持 |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $1.0M | 0.86% | 4,811 | 增持 |
| 24 | VXUS | VANGUARD STAR FDS | $965,511 | 0.81% | 11,293 | 减持 |
| 25 | RUSC | RUSSELL INVTS EXCHANGE TRADE | $929,084 | 0.78% | 23,796 | 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