Anchor Investment Management, LLC
COLUMBIA SC · SEC CIK 0001634149
$11.99亿2026Q1 申报市值
1,066持仓数
22.9%前十大占比 · 第一大 3.1%
52 / 34新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BSCT 加仓+$2,061.31万
BSCS 加仓+$134.70万
PNFP 新建仓+$115.55万
VZ 加仓+$71.39万
PEP 加仓+$66.15万
2026Q1 卖出最多 按季末市值估算
BSCQ 减仓-$2,106.56万
GOOG 减仓-$565.60万
UBER 减仓-$143.62万
SYNOVUS FINL COR 清仓-$126.47万
MSFT 减仓-$80.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | $3,767.86万 | 3.14% | 101,787 | -2,166 | -2.1% | -$80.18万 | 减仓 |
| AAPL | APPLE INC COM | $3,296.86万 | 2.75% | 129,905 | -727 | -0.6% | -$18.45万 | 减仓 |
| V | VISA INC COM CL A | $3,249.45万 | 2.71% | 107,512 | -211 | -0.2% | -$6.38万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $3,059.78万 | 2.55% | 1,193,362 | 20,779 | 1.8% | $53.28万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,565.53万 | 2.14% | 89,435 | -19,717 | -18.1% | -$565.60万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $2,491.52万 | 2.08% | 13,220 | 5 | 0.0% | $9,423 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $2,413.37万 | 2.01% | 1,229,743 | 14,811 | 1.2% | $29.07万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $2,355.19万 | 1.96% | 1,153,205 | 65,953 | 6.1% | $134.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $2,141.58万 | 1.79% | 87,612 | -1,065 | -1.2% | -$26.03万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,133.35万 | 1.78% | 74,188 | 513 | 0.7% | $14.75万 | 加仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $2,125.64万 | 1.77% | 1,139,118 | 1,104,643 | 3,204.2% | $2,061.31万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1,936.44万 | 1.62% | 27,754 | -500 | -1.8% | -$34.89万 | 减仓 |
| ABBV | ABBVIE INC COM | $1,910.03万 | 1.59% | 87,821 | 618 | 0.7% | $13.44万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1,836.05万 | 1.53% | 77,268 | 159 | 0.2% | $3.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,708.25万 | 1.43% | 35,648 | -288 | -0.8% | -$13.80万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,538.71万 | 1.28% | 73,881 | 2,160 | 3.0% | $44.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,516.24万 | 1.26% | 86,940 | 348 | 0.4% | $6.07万 | 加仓 |
| — | EXXON MOBIL CORP COM | $1,419.71万 | 1.18% | 83,680 | -387 | -0.5% | -$6.57万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,336.32万 | 1.11% | 23,153 | -455 | -1.9% | -$26.26万 | 减仓 |
| LLY | ELI LILLY & CO COM | $1,212.22万 | 1.01% | 13,180 | -248 | -1.8% | -$22.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,197.42万 | 1.00% | 40,707 | 577 | 1.4% | $16.97万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,143.50万 | 0.95% | 19,987 | -51 | -0.3% | -$2.92万 | 减仓 |
| LOW | LOWES COS INC COM | $1,125.87万 | 0.94% | 47,650 | -67 | -0.1% | -$1.58万 | 减仓 |
| UNP | UNION PAC CORP COM | $1,116.37万 | 0.93% | 46,013 | 465 | 1.0% | $11.28万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1,086.03万 | 0.91% | 82,941 | 155 | 0.2% | $2.03万 | 加仓 |
| GLW | CORNING INC COM | $1,083.24万 | 0.90% | 79,667 | -3,744 | -4.5% | -$50.91万 | 减仓 |
| FDX | FEDEX CORP COM | $1,008.12万 | 0.84% | 28,304 | -864 | -3.0% | -$30.77万 | 减仓 |
| WMT | WALMART INC COM | $915.07万 | 0.76% | 73,630 | 257 | 0.4% | $3.19万 | 加仓 |
| KO | COCA COLA CO COM | $911.42万 | 0.76% | 119,845 | 527 | 0.4% | $4.01万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $900.41万 | 0.75% | 43,519 | 623 | 1.5% | $12.89万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $888.29万 | 0.74% | 40,558 | 518 | 1.3% | $11.35万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $880.97万 | 0.73% | 174,071 | 2,555 | 1.5% | $12.93万 | 加仓 |
| CAT | CATERPILLAR INC COM | $857.17万 | 0.72% | 12,099 | -336 | -2.7% | -$23.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $848.86万 | 0.71% | 8,519 | 44 | 0.5% | $4.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $795.84万 | 0.66% | 29,411 | 1,462 | 5.2% | $39.56万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $792.02万 | 0.66% | 91,404 | -751 | -0.8% | -$6.51万 | 减仓 |
| MRK | MERCK & CO INC COM | $787.56万 | 0.66% | 65,472 | -1,227 | -1.8% | -$14.76万 | 减仓 |
| WSO | WATSCO INC COM | $782.29万 | 0.65% | 21,504 | -300 | -1.4% | -$10.91万 | 减仓 |
| MCK | MCKESSON CORP COM | $756.41万 | 0.63% | 8,741 | 209 | 2.4% | $18.09万 | 加仓 |
| AVGO | BROADCOM INC COM | $736.15万 | 0.61% | 23,784 | 714 | 3.1% | $22.10万 | 加仓 |
| SO | SOUTHERN CO COM | $732.84万 | 0.61% | 75,927 | 475 | 0.6% | $4.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $731.14万 | 0.61% | 50,619 | 216 | 0.4% | $3.12万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $702.37万 | 0.59% | 42,481 | -369 | -0.9% | -$6.10万 | 减仓 |
| HD | HOME DEPOT INC COM | $674.30万 | 0.56% | 20,502 | -28 | -0.1% | -$9,209 | 减仓 |
| NFLX | NETFLIX INC. COM | $671.80万 | 0.56% | 69,870 | 2,630 | 3.9% | $25.29万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $650.64万 | 0.54% | 28,315 | -996 | -3.4% | -$22.89万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $641.67万 | 0.54% | 37,082 | 744 | 2.0% | $12.87万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $635.23万 | 0.53% | 205,178 | -2,489 | -1.2% | -$7.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $617.99万 | 0.52% | 123,106 | 14,222 | 13.1% | $71.39万 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $615.55万 | 0.51% | 67,369 | 3,775 | 5.9% | $34.49万 | 加仓 |
| ENB | ENBRIDGE INC COM | $611.94万 | 0.51% | 113,030 | -384 | -0.3% | -$2.08万 | 减仓 |
| ORCL | ORACLE CORP COM | $611.45万 | 0.51% | 41,564 | 831 | 2.0% | $12.22万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $595.47万 | 0.50% | 111,615 | 925 | 0.8% | $4.93万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $591.42万 | 0.49% | 9,897 | -17 | -0.2% | -$1.02万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $580.83万 | 0.48% | 18,120 | 141 | 0.8% | $4.52万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $580.79万 | 0.48% | 17,671 | 457 | 2.7% | $15.02万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $580.09万 | 0.48% | 134,498 | 12,244 | 10.0% | $52.81万 | 加仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $566.74万 | 0.47% | 131,190 | 10,017 | 8.3% | $43.27万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $545.44万 | 0.46% | 53,126 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $539.03万 | 0.45% | 15,771 | 142 | 0.9% | $4.85万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $516.94万 | 0.43% | 7,949 | 54 | 0.7% | $3.51万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $496.00万 | 0.41% | 53,402 | 226 | 0.4% | $2.10万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $494.54万 | 0.41% | 18,159 | 809 | 4.7% | $22.03万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $494.34万 | 0.41% | 9,894 | 73 | 0.7% | $3.65万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $488.52万 | 0.41% | 167,990 | -1,210 | -0.7% | -$3.52万 | 减仓 |
| MCD | MCDONALDS CORP COM | $468.35万 | 0.39% | 15,070 | 238 | 1.6% | $7.40万 | 加仓 |
| QCOM | QUALCOMM INC COM | $446.80万 | 0.37% | 34,695 | 146 | 0.4% | $1.88万 | 加仓 |
| FTNT | FORTINET INC COM | $441.78万 | 0.37% | 54,060 | 699 | 1.3% | $5.71万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $435.21万 | 0.36% | 36,024 | 1,593 | 4.6% | $19.25万 | 加仓 |
| ADBE | ADOBE INC COM | $427.14万 | 0.36% | 17,572 | 904 | 5.4% | $21.97万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $420.63万 | 0.35% | 21,439 | 1,352 | 6.7% | $26.53万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $414.35万 | 0.35% | 135,055 | 7,107 | 5.6% | $21.80万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $411.36万 | 0.34% | 31,397 | -96 | -0.3% | -$1.26万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $407.44万 | 0.34% | 12,060 | 1,925 | 19.0% | $65.03万 | 加仓 |
| CSCO | CISCO SYS INC COM | $404.67万 | 0.34% | 52,156 | -690 | -1.3% | -$5.35万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $402.59万 | 0.34% | 14,028 | -204 | -1.4% | -$5.85万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $394.63万 | 0.33% | 9,035 | 35 | 0.4% | $1.53万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $389.02万 | 0.32% | 4,598 | 56 | 1.2% | $4.74万 | 加仓 |
| AZO | AUTOZONE INC COM | $388.78万 | 0.32% | 1,151 | 12 | 1.1% | $4.05万 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $387.74万 | 0.32% | 10,800 | 26 | 0.2% | $9,334 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $384.14万 | 0.32% | 48,460 | -2,200 | -4.3% | -$17.44万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $382.77万 | 0.32% | 78,518 | 1,436 | 1.9% | $7.00万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $379.45万 | 0.32% | 15,357 | 77 | 0.5% | $1.90万 | 加仓 |
| DIS | DISNEY WALT CO COM | $376.09万 | 0.31% | 39,022 | 690 | 1.8% | $6.65万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $367.99万 | 0.31% | 10,889 | 175 | 1.6% | $5.91万 | 加仓 |
| TSLA | TESLA INC COM | $363.91万 | 0.30% | 9,789 | 268 | 2.8% | $9.96万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $363.06万 | 0.30% | 38,632 | 405 | 1.1% | $3.81万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $359.58万 | 0.30% | 11,208 | 572 | 5.4% | $18.35万 | 加仓 |
| PEP | PEPSICO INC COM | $356.46万 | 0.30% | 22,955 | 4,260 | 22.8% | $66.15万 | 加仓 |
| CSX | CSX CORP COM | $351.62万 | 0.29% | 85,657 | -200 | -0.2% | -$8,210 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $351.25万 | 0.29% | 18,093 | -262 | -1.4% | -$5.09万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $351.16万 | 0.29% | 11,247 | 377 | 3.5% | $11.77万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $344.67万 | 0.29% | 76,087 | -481 | -0.6% | -$2.18万 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $337.31万 | 0.28% | 16,213 | -900 | -5.3% | -$18.72万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $334.13万 | 0.28% | 11,775 | -103 | -0.9% | -$2.92万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $328.77万 | 0.27% | 18,281 | 364 | 2.0% | $6.55万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $327.42万 | 0.27% | 10,884 | 218 | 2.0% | $6.56万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $324.38万 | 0.27% | 32,972 | -687 | -2.0% | -$6.76万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $320.41万 | 0.27% | 25,355 | 338 | 1.4% | $4.27万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $313.70万 | 0.26% | 33,983 | -1,092 | -3.1% | -$10.08万 | 减仓 |