ANCHOR CAPITAL ADVISORS LLC
Boston MA · SEC CIK 0000813933
$35.58亿2026Q2 申报市值
244持仓数
20.5%前十大占比 · 第一大 2.5%
15 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AHR 加仓+$3,626.00万
LNG 新建仓+$3,247.20万
FNV 新建仓+$3,199.48万
SOLS 加仓+$3,154.55万
HONA 新建仓+$3,106.24万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$9,783.34万
OTIS 清仓-$4,279.63万
REXR 清仓-$3,505.22万
FLR 减仓-$2,809.05万
PAYC 清仓-$2,226.99万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $9,032.44万 | 2.54% | 227,420 | -15,232 | -6.3% | -$604.97万 | 减仓 |
| MTB | M & T BK CORP | $7,990.73万 | 2.25% | 335,731 | -12,001 | -3.5% | -$285.64万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $7,673.68万 | 2.16% | 311,660 | -19,134 | -5.8% | -$471.12万 | 减仓 |
| WRB | BERKLEY W R CORP | $7,302.32万 | 2.05% | 1,035,350 | -98,540 | -8.7% | -$695.00万 | 减仓 |
| MCK | MCKESSON CORP | $7,141.10万 | 2.01% | 94,509 | -3,481 | -3.6% | -$263.02万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $7,140.64万 | 2.01% | 300,874 | -4,653 | -1.5% | -$110.43万 | 减仓 |
| CRH | CRH PLC | $6,933.30万 | 1.95% | 647,972 | 3,157 | 0.5% | $33.78万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $6,614.26万 | 1.86% | 247,410 | -41,436 | -14.3% | -$1,107.75万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $6,482.98万 | 1.82% | 267,152 | -23,620 | -8.1% | -$573.19万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $6,477.09万 | 1.82% | 396,613 | -35,429 | -8.2% | -$578.59万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $6,420.73万 | 1.80% | 411,638 | -20,872 | -4.8% | -$325.56万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6,145.30万 | 1.73% | 209,608 | -8,438 | -3.9% | -$247.39万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $6,046.11万 | 1.70% | 343,959 | -7,832 | -2.2% | -$137.67万 | 减仓 |
| IDA | IDACORP INC | $5,985.97万 | 1.68% | 395,636 | -17,816 | -4.3% | -$269.56万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $5,780.81万 | 1.62% | 757,741 | -13,659 | -1.8% | -$104.20万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $5,742.16万 | 1.61% | 72,247 | -20,227 | -21.9% | -$1,607.63万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $5,586.60万 | 1.57% | 630,541 | 356,044 | 129.7% | $3,154.55万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $5,485.13万 | 1.54% | 394,784 | -27,299 | -6.5% | -$379.29万 | 减仓 |
| HUBB | HUBBELL INC | $5,335.95万 | 1.50% | 101,987 | -2,882 | -2.7% | -$150.79万 | 减仓 |
| TOL | TOLL BROTHERS INC | $5,191.33万 | 1.46% | 315,103 | -12,033 | -3.7% | -$198.24万 | 减仓 |
| GMED | GLOBUS MED INC | $5,122.52万 | 1.44% | 648,338 | 8,814 | 1.4% | $69.64万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $4,986.80万 | 1.40% | 305,976 | -19,524 | -6.0% | -$318.20万 | 减仓 |
| CNH | CNH INDL N V | $4,911.02万 | 1.38% | 4,373,122 | -248,951 | -5.4% | -$279.57万 | 减仓 |
| XEL | XCEL ENERGY INC | $4,852.50万 | 1.36% | 604,296 | -12,262 | -2.0% | -$98.46万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $4,803.56万 | 1.35% | 1,467,633 | -35,566 | -2.4% | -$116.41万 | 减仓 |
| CTVA | CORTEVA INC | $4,783.56万 | 1.34% | 564,831 | -33,746 | -5.6% | -$285.80万 | 减仓 |
| TECK | TECK RESOURCES LTD | $4,592.98万 | 1.29% | 772,449 | -20,177 | -2.5% | -$119.97万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $4,552.66万 | 1.28% | 872,994 | 695,302 | 391.3% | $3,626.00万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $4,519.70万 | 1.27% | 333,213 | -721,272 | -68.4% | -$9,783.34万 | 减仓 |
| SOLV | SOLVENTUM CORP | $4,496.00万 | 1.26% | 582,760 | -7,547 | -1.3% | -$58.23万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4,492.30万 | 1.26% | 600,494 | 138,784 | 30.1% | $1,038.24万 | 加仓 |
| MKL | MARKEL GROUP INC | $4,458.21万 | 1.25% | 22,827 | -9,608 | -29.6% | -$1,876.48万 | 减仓 |
| CPAY | CORPAY INC | $4,437.35万 | 1.25% | 133,146 | -4,308 | -3.1% | -$143.57万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $4,405.53万 | 1.24% | 218,517 | 1,179 | 0.5% | $23.77万 | 加仓 |
| AVY | AVERY DENNISON CORP | $4,383.67万 | 1.23% | 270,014 | -42 | -0.0% | -$6,819 | 减仓 |
| YUM | YUM BRANDS INC | $4,359.34万 | 1.23% | 272,698 | -1,662 | -0.6% | -$26.57万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $4,268.92万 | 1.20% | 439,823 | -3,281 | -0.7% | -$31.85万 | 减仓 |
| HSY | HERSHEY CO | $3,989.83万 | 1.12% | 227,406 | -12,873 | -5.4% | -$225.86万 | 减仓 |
| ALC | ALCON AG | $3,932.23万 | 1.11% | 586,025 | -110,698 | -15.9% | -$742.78万 | 减仓 |
| IWS | ISHARES TR | $3,897.97万 | 1.10% | 236,815 | -41,556 | -14.9% | -$684.01万 | 减仓 |
| WSO | WATSCO INC | $3,823.40万 | 1.07% | 91,748 | 370 | 0.4% | $15.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,773.54万 | 1.06% | 115,282 | -35,806 | -23.7% | -$1,172.04万 | 减仓 |
| CCI | CROWN CASTLE INC | $3,413.91万 | 0.96% | 450,800 | -38,827 | -7.9% | -$294.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,376.11万 | 0.95% | 90,507 | 19,091 | 26.7% | $712.14万 | 加仓 |
| SHY | ISHARES TR | $3,291.85万 | 0.93% | 400,907 | 2,111 | 0.5% | $17.33万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,282.44万 | 0.92% | 45,400 | -19,916 | -30.5% | -$1,439.93万 | 减仓 |
| INTC | INTEL CORP | $3,256.11万 | 0.92% | 233,195 | -114,401 | -32.9% | -$1,597.38万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $3,247.20万 | 0.91% | 135,860 | 135,860 | — | $3,247.20万 | 新建仓 |
| FNV | FRANCO NEV CORP | $3,199.48万 | 0.90% | 153,496 | 153,496 | — | $3,199.48万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $3,106.24万 | 0.87% | 140,503 | 140,503 | — | $3,106.24万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,075.05万 | 0.86% | 61,453 | -4,304 | -6.5% | -$215.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,041.52万 | 0.85% | 119,759 | -5,801 | -4.6% | -$147.33万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $3,012.44万 | 0.85% | 336,660 | -11,920 | -3.4% | -$106.66万 | 减仓 |
| HON | HONEYWELL INTL INC | $3,008.31万 | 0.85% | 134,360 | 68,920 | 105.3% | $1,543.12万 | 加仓 |
| IEI | ISHARES TR | $2,959.76万 | 0.83% | 252,001 | 25,256 | 11.1% | $296.63万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,837.76万 | 0.80% | 57,777 | -2,311 | -3.8% | -$113.51万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2,696.66万 | 0.76% | 421,287 | -199,245 | -32.1% | -$1,275.37万 | 减仓 |
| ADSK | AUTODESK INC | $2,572.37万 | 0.72% | 132,310 | -14,720 | -10.0% | -$286.19万 | 减仓 |
| RTX | RTX CORPORATION | $2,457.14万 | 0.69% | 129,507 | -7,564 | -5.5% | -$143.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,421.02万 | 0.68% | 23,938 | -3,574 | -13.0% | -$361.46万 | 减仓 |
| AMZN | AMAZON COM INC | $2,362.85万 | 0.66% | 99,138 | 94,826 | 2,199.1% | $2,260.08万 | 加仓 |
| CB | CHUBB LIMITED | $2,305.13万 | 0.65% | 67,651 | -5,310 | -7.3% | -$180.93万 | 减仓 |
| LOW | LOWES COS INC | $2,107.09万 | 0.59% | 95,564 | 11,305 | 13.4% | $249.26万 | 加仓 |
| RIO | RIO TINTO PLC | $2,059.24万 | 0.58% | 216,922 | -17,381 | -7.4% | -$165.00万 | 减仓 |
| ETR | ENTERGY CORP NEW | $2,013.49万 | 0.57% | 175,299 | -11,719 | -6.3% | -$134.60万 | 减仓 |
| V | VISA INC | $1,900.09万 | 0.53% | 55,382 | -2,882 | -4.9% | -$98.88万 | 减仓 |
| IEF | ISHARES TR | $1,858.34万 | 0.52% | 196,504 | -2,319 | -1.2% | -$21.93万 | 减仓 |
| SHEL | SHELL PLC | $1,828.79万 | 0.51% | 235,851 | -26,174 | -10.0% | -$202.95万 | 减仓 |
| MCD | MCDONALDS CORP | $1,794.04万 | 0.50% | 66,370 | -2,219 | -3.2% | -$59.98万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,793.75万 | 0.50% | 108,213 | -9,352 | -8.0% | -$155.02万 | 减仓 |
| IGSB | ISHARES TR | $1,732.84万 | 0.49% | 330,632 | 2,008 | 0.6% | $10.52万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,723.95万 | 0.48% | 67,429 | -5,200 | -7.2% | -$132.95万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,686.90万 | 0.47% | 49,871 | -3,357 | -6.3% | -$113.55万 | 减仓 |
| PEP | PEPSICO INC | $1,663.18万 | 0.47% | 122,835 | -6,757 | -5.2% | -$91.49万 | 减仓 |
| ETN | EATON CORP PLC | $1,645.61万 | 0.46% | 38,619 | 26,423 | 216.7% | $1,125.92万 | 加仓 |
| UNP | UNION PAC CORP | $1,616.84万 | 0.45% | 59,443 | -3,508 | -5.6% | -$95.42万 | 减仓 |
| GLD | SPDR GOLD TR | $1,569.35万 | 0.44% | 42,601 | 41,678 | 4,515.5% | $1,535.35万 | 加仓 |
| ABBV | ABBVIE INC | $1,527.86万 | 0.43% | 60,716 | -1,833 | -2.9% | -$46.13万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,488.06万 | 0.42% | 29,209 | -1,103 | -3.6% | -$56.19万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,473.08万 | 0.41% | 15,060 | -1,488 | -9.0% | -$145.55万 | 减仓 |
| CME | CME GROUP INC | $1,459.07万 | 0.41% | 66,072 | -999 | -1.5% | -$22.06万 | 减仓 |
| O | REALTY INCOME CORP | $1,247.94万 | 0.35% | 201,410 | -12,361 | -5.8% | -$76.59万 | 减仓 |
| IGIB | ISHARES TR | $1,172.20万 | 0.33% | 220,463 | -621 | -0.3% | -$3.30万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,159.17万 | 0.33% | 70,867 | -24,443 | -25.6% | -$399.81万 | 减仓 |
| SLB | SLB LIMITED | $1,124.85万 | 0.32% | 241,955 | -23,355 | -8.8% | -$108.58万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,012.48万 | 0.28% | 69,046 | -2,874 | -4.0% | -$42.14万 | 减仓 |
| AZN | ASTRAZENECA PLC | $944.83万 | 0.27% | 49,828 | -4,935 | -9.0% | -$93.58万 | 减仓 |
| FLXR | TCW ETF TRUST | $922.03万 | 0.26% | 235,153 | 106,609 | 82.9% | $418.01万 | 加仓 |
| SHV | ISHARES TR | $905.26万 | 0.25% | 82,035 | -52,756 | -39.1% | -$582.17万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $904.38万 | 0.25% | 99,667 | -37,085 | -27.1% | -$336.51万 | 减仓 |
| AAPL | APPLE INC | $809.02万 | 0.23% | 27,959 | -936 | -3.2% | -$27.08万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $785.14万 | 0.22% | 15,660 | -308 | -1.9% | -$15.44万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $768.25万 | 0.22% | 180,002 | -283,694 | -61.2% | -$1,210.80万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $735.95万 | 0.21% | 141,013 | 3,894 | 2.8% | $20.32万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $699.71万 | 0.20% | 206,771 | 6,759 | 3.4% | $22.87万 | 加仓 |
| IWB | ISHARES TR | $593.38万 | 0.17% | 14,490 | 4 | 0.0% | $1,638 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $516.06万 | 0.15% | 65,299 | -4,145 | -6.0% | -$32.76万 | 减仓 |
| PGR | PROGRESSIVE CORP | $514.46万 | 0.14% | 23,550 | -667 | -2.8% | -$14.57万 | 减仓 |
| QCOM | QUALCOMM INC | $471.25万 | 0.13% | 25,502 | 19,125 | 299.9% | $353.41万 | 加仓 |
| IWD | ISHARES TR | $464.34万 | 0.13% | 19,154 | 3,542 | 22.7% | $85.87万 | 加仓 |