Anderson Financial Strategies, LLC
DAYTON OH · SEC CIK 0002018166
$1.92亿2026Q2 申报市值
36持仓数
66.4%前十大占比 · 第一大 12.6%
9 / 5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
PWB 新建仓+$1,735.58万
CARS 新建仓+$211.02万
DFIN 新建仓+$209.45万
OMC 新建仓+$195.62万
CHWY 新建仓+$191.57万
2026Q2 卖出最多 按季末市值估算
QGRO 减仓-$1,827.58万
APP 清仓-$180.87万
GT 清仓-$167.70万
LYV 清仓-$160.77万
RNR 清仓-$159.93万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| WTV | WISDOMTREE TR | $2,419.30万 | 12.57% | 223,678 | 2,270 | 1.0% | $24.55万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1,735.58万 | 9.02% | 111,298 | 111,298 | — | $1,735.58万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,694.04万 | 8.80% | 407,710 | 5,739 | 1.4% | $23.85万 | 加仓 |
| IAGG | ISHARES TR | $1,239.02万 | 6.44% | 248,599 | 6,606 | 2.7% | $32.92万 | 加仓 |
| SKOR | FLEXSHARES TR | $1,178.65万 | 6.13% | 245,169 | 20,149 | 9.0% | $96.87万 | 加仓 |
| HYFI | AB ACTIVE ETFS INC | $975.74万 | 5.07% | 262,229 | 18,574 | 7.6% | $69.11万 | 加仓 |
| CWB | SPDR SERIES TRUST | $948.27万 | 4.93% | 91,417 | -5,059 | -5.2% | -$52.48万 | 减仓 |
| USVM | VICTORY PORTFOLIOS II | $903.36万 | 4.70% | 81,804 | -1,626 | -1.9% | -$17.96万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $842.25万 | 4.38% | 158,021 | -220 | -0.1% | -$1.17万 | 减仓 |
| PFFA | ETFIS SER TR I | $838.71万 | 4.36% | 397,868 | 20,718 | 5.5% | $43.67万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $776.15万 | 4.03% | 368,715 | 29,475 | 8.7% | $62.04万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $674.26万 | 3.50% | 77,279 | -5,338 | -6.5% | -$46.57万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $581.66万 | 3.02% | 138,195 | 5,794 | 4.4% | $24.39万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $549.15万 | 2.85% | 141,826 | 11,838 | 9.1% | $45.84万 | 加仓 |
| — | WISDOMTREE TR | $433.86万 | 2.25% | 65,617 | 4,937 | 8.1% | $32.64万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $322.66万 | 1.68% | 30,550 | -1,379 | -4.3% | -$14.56万 | 减仓 |
| BVS | BIOVENTUS INC | $285.25万 | 1.48% | 194,313 | 21,413 | 12.4% | $31.43万 | 加仓 |
| MTUM | ISHARES TR | $253.76万 | 1.32% | 8,296 | -1,247 | -13.1% | -$38.14万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $243.15万 | 1.26% | 18,685 | -2,775 | -12.9% | -$36.11万 | 减仓 |
| DTCR | GLOBAL X FDS | $238.81万 | 1.24% | 84,267 | -13,740 | -14.0% | -$38.94万 | 减仓 |
| CARS | CARS COM INC | $211.02万 | 1.10% | 169,632 | 169,632 | — | $211.02万 | 新建仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $209.45万 | 1.09% | 42,965 | 42,965 | — | $209.45万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $199.88万 | 1.04% | 45,386 | 683 | 1.5% | $3.01万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $197.63万 | 1.03% | 85,888 | 5,008 | 6.2% | $11.52万 | 加仓 |
| OMC | OMNICOM GROUP INC | $195.62万 | 1.02% | 22,375 | 22,375 | — | $195.62万 | 新建仓 |
| CHWY | CHEWY INC | $191.57万 | 1.00% | 79,853 | 79,853 | — | $191.57万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $176.79万 | 0.92% | 8,126 | 8,126 | — | $176.79万 | 新建仓 |
| LYTS | LSI INDS INC OHIO | $169.52万 | 0.88% | 70,459 | -14,237 | -16.8% | -$34.25万 | 减仓 |
| NFLX | NETFLIX INC. | $157.65万 | 0.82% | 19,652 | 19,652 | — | $157.65万 | 新建仓 |
| DBD | DIEBOLD NIXDORF INC | $147.03万 | 0.76% | 21,808 | 1,230 | 6.0% | $8.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $66.52万 | 0.35% | 1,862 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $55.04万 | 0.29% | 1,296 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $49.82万 | 0.26% | 648 | 648 | — | $49.82万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $37.57万 | 0.20% | 3,167 | -154,070 | -98.0% | -$1,827.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $20.78万 | 0.11% | 294 | -122 | -29.3% | -$8.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $20.51万 | 0.11% | 750 | 750 | — | $20.51万 | 新建仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -3,783 | -100.0% | -$180.87万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -236,867 | -100.0% | -$167.70万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -10,223 | -100.0% | -$160.77万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -5,295 | -100.0% | -$159.93万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -7,534 | -100.0% | -$156.52万 | 清仓 |