Anderson Financial Strategies, LLC
DAYTON OH · SEC CIK 0002018166
$1.82亿2026Q1 申报市值
32持仓数
67.3%前十大占比 · 第一大 12.0%
2 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FNY 新建仓+$327.85万
QGRO 加仓+$154.99万
IAGG 加仓+$77.19万
PFFA 加仓+$54.60万
APP 加仓+$49.91万
2026Q1 卖出最多 按季末市值估算
JEPQ 清仓-$173.28万
SDVY 减仓-$129.49万
AAPL 清仓-$79.00万
FENI 减仓-$54.83万
DTCR 减仓-$45.51万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -29,815 | -100.0% | -$173.28万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -2,906 | -100.0% | -$79.00万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,798 | -100.0% | -$45.04万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -1,363 | -100.0% | -$42.77万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,660 | -100.0% | -$38.32万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -615 | -100.0% | -$34.83万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -564 | -100.0% | -$32.20万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $27.68万 | 0.15% | 416 | 416 | — | $27.68万 | 新建仓 |
| ETN | EATON CORP PLC | $53.25万 | 0.29% | 1,296 | -72 | -5.3% | -$2.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $57.61万 | 0.32% | 1,862 | -200 | -9.7% | -$6.19万 | 减仓 |
| — | CHART INDS INC | $156.52万 | 0.86% | 7,534 | 175 | 2.4% | $3.64万 | 加仓 |
| DBD | DIEBOLD NIXDORF INC | $159.54万 | 0.88% | 20,578 | -3,490 | -14.5% | -$27.06万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $159.93万 | 0.88% | 5,295 | -435 | -7.6% | -$13.14万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $160.77万 | 0.88% | 10,223 | -1,104 | -9.7% | -$17.36万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $163.86万 | 0.90% | 80,880 | -2,107 | -2.5% | -$4.27万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $167.70万 | 0.92% | 236,867 | 51,687 | 27.9% | $36.59万 | 加仓 |
| APP | APPLOVIN CORP | $180.87万 | 0.99% | 3,783 | 1,044 | 38.1% | $49.91万 | 加仓 |
| BVS | BIOVENTUS INC | $184.66万 | 1.02% | 172,900 | -40,308 | -18.9% | -$43.05万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $189.18万 | 1.04% | 44,703 | -30,599 | -40.6% | -$129.49万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $202.51万 | 1.11% | 84,696 | 2,309 | 2.8% | $5.52万 | 加仓 |
| MTUM | ISHARES TR | $277.80万 | 1.53% | 9,543 | 268 | 2.9% | $7.80万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $280.01万 | 1.54% | 21,460 | -993 | -4.4% | -$12.96万 | 减仓 |
| DTCR | GLOBAL X FDS | $288.24万 | 1.58% | 98,007 | -15,476 | -13.6% | -$45.51万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $327.85万 | 1.80% | 31,929 | 31,929 | — | $327.85万 | 新建仓 |
| — | WISDOMTREE TR | $402.98万 | 2.22% | 60,680 | 2,594 | 4.5% | $17.23万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $507.11万 | 2.79% | 129,988 | 5,034 | 4.0% | $19.64万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $544.04万 | 2.99% | 132,401 | 1,416 | 1.1% | $5.82万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $728.35万 | 4.00% | 339,240 | 3,443 | 1.0% | $7.39万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $729.76万 | 4.01% | 82,617 | -2,837 | -3.3% | -$25.06万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $815.26万 | 4.48% | 158,241 | 2,197 | 1.4% | $11.32万 | 加仓 |
| PFFA | ETFIS SER TR I | $816.15万 | 4.49% | 377,150 | 25,230 | 7.2% | $54.60万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $864.70万 | 4.75% | 83,430 | -2,647 | -3.1% | -$27.43万 | 减仓 |
| HYFI | AB ACTIVE ETFS INC | $909.56万 | 5.00% | 243,655 | 8,712 | 3.7% | $32.52万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,002.39万 | 5.51% | 96,476 | -3,466 | -3.5% | -$36.01万 | 减仓 |
| SKOR | FLEXSHARES TR | $1,090.67万 | 6.00% | 225,020 | 7,261 | 3.3% | $35.19万 | 加仓 |
| IAGG | ISHARES TR | $1,206.82万 | 6.63% | 241,993 | 15,479 | 6.8% | $77.19万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,572.91万 | 8.65% | 401,971 | -14,011 | -3.4% | -$54.83万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $1,772.22万 | 9.74% | 157,237 | 13,751 | 9.6% | $154.99万 | 加仓 |
| WTV | WISDOMTREE TR | $2,191.50万 | 12.05% | 221,408 | -1,102 | -0.5% | -$10.91万 | 减仓 |