Ankerstar Wealth, LLC
LEANDER TX · SEC CIK 0002053917
$1.19亿2026Q2 申报市值
989持仓数
54.4%前十大占比 · 第一大 14.1%
69 / 81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
BALT 新建仓+$934.08万
USFR 加仓+$794.35万
QQQM 加仓+$61.99万
WISDOMTREE TR 新建仓+$58.16万
TSLA 加仓+$49.21万
2026Q2 卖出最多 按季末市值估算
VCSH 减仓-$146.13万
INTC 重新持有-$69.40万
CDX 减仓-$52.24万
JEPI 减仓-$50.78万
BITB 减仓-$46.06万
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 |
|---|---|---|---|---|---|---|---|---|
| EQWL | INVESCO EXCHANGE TRADED FD T | $18.80万 | 0.16% | 1,457 | -632 | -30.3% | -$8.15万 | 减仓 |
| — | CALAMOS ETF TR | $19.05万 | 0.16% | 8,096 | -77 | -0.9% | -$1,812 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $19.82万 | 0.17% | 389 | 200 | 105.8% | $10.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.15万 | 0.17% | 851 | -5 | -0.6% | -$1,184 | 减仓 |
| CME | CME GROUP INC | $20.34万 | 0.17% | 920 | 817 | 793.2% | $18.06万 | 加仓 |
| HSY | HERSHEY CO | $20.94万 | 0.18% | 1,193 | 9 | 0.8% | $1,580 | 加仓 |
| VTI | VANGUARD INDEX FDS | $20.98万 | 0.18% | 567 | 99 | 21.2% | $3.66万 | 加仓 |
| VPU | VANGUARD WORLD FD | $21.47万 | 0.18% | 1,096 | -2 | -0.2% | -$392 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $21.97万 | 0.18% | 2,445 | 1,909 | 356.2% | $17.15万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.27万 | 0.19% | 3,623 | 94 | 2.7% | $5,778 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $22.35万 | 0.19% | 3,044 | -1,101 | -26.6% | -$8.08万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $22.53万 | 0.19% | 1,182 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.69万 | 0.19% | 586 | 2 | 0.3% | $774 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.36万 | 0.20% | 5,389 | 5,389 | — | $24.36万 | 新建仓 |
| HYDB | ISHARES TR | $24.70万 | 0.21% | 5,282 | -623 | -10.6% | -$2.91万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $24.81万 | 0.21% | 4,464 | -1,212 | -21.4% | -$6.74万 | 减仓 |
| CVX | CHEVRON CORPORATION | $24.81万 | 0.21% | 1,496 | -105 | -6.6% | -$1.74万 | 减仓 |
| — | EXXON MOBIL CORP | $24.99万 | 0.21% | 1,828 | 10 | 0.6% | $1,367 | 加仓 |
| AVGO | BROADCOM INC | $26.10万 | 0.22% | 691 | -4 | -0.6% | -$1,511 | 减仓 |
| PTLC | PACER FDS TR | $26.50万 | 0.22% | 4,549 | -156 | -3.3% | -$9,089 | 减仓 |
| CAIE | CALAMOS ETF TR | $27.36万 | 0.23% | 10,056 | 5,607 | 126.0% | $15.26万 | 加仓 |
| IVV | ISHARES TR | $28.61万 | 0.24% | 382 | 10 | 2.7% | $7,489 | 加仓 |
| PEP | PEPSICO INC | $29.60万 | 0.25% | 2,186 | 14 | 0.6% | $1,896 | 加仓 |
| O | REALTY INCOME CORP | $29.70万 | 0.25% | 4,772 | 17 | 0.4% | $1,058 | 加仓 |
| NKE | NIKE INC | $30.14万 | 0.25% | 7,270 | 84 | 1.2% | $3,483 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $31.99万 | 0.27% | 6,325 | -59 | -0.9% | -$2,984 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $32.08万 | 0.27% | 980 | 2 | 0.2% | $655 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.10万 | 0.29% | 10,543 | -9 | -0.1% | -$300 | 减仓 |
| RBRK | RUBRIK INC. | $35.80万 | 0.30% | 4,459 | 230 | 5.4% | $1.85万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $35.92万 | 0.30% | 2,172 | 169 | 8.4% | $2.79万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $36.33万 | 0.30% | 842 | -200 | -19.2% | -$8.63万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $37.80万 | 0.32% | 4,307 | 591 | 15.9% | $5.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $43.70万 | 0.37% | 1,720 | 7 | 0.4% | $1,779 | 加仓 |
| — | JANUS DETROIT STR TR | $44.13万 | 0.37% | 17,390 | 17,390 | — | $44.13万 | 新建仓 |
| HD | HOME DEPOT INC | $46.55万 | 0.39% | 1,319 | 82 | 6.6% | $2.89万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $48.59万 | 0.41% | 10,350 | -1,873 | -15.3% | -$8.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $49.59万 | 0.42% | 530 | 23 | 4.5% | $2.15万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $49.90万 | 0.42% | 14,747 | 1,087 | 8.0% | $3.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $54.11万 | 0.45% | 2,482 | -51 | -2.0% | -$1.11万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $56.44万 | 0.47% | 8,352 | 2,728 | 48.5% | $18.44万 | 加仓 |
| — | WISDOMTREE TR | $58.16万 | 0.49% | 15,382 | 15,382 | — | $58.16万 | 新建仓 |
| META | META PLATFORMS INC | $58.81万 | 0.49% | 1,044 | -193 | -15.6% | -$10.87万 | 减仓 |
| GOOGL | ALPHABET INC | $74.47万 | 0.62% | 2,083 | 29 | 1.4% | $1.04万 | 加仓 |
| TSLA | TESLA INC | $76.13万 | 0.64% | 1,810 | 1,170 | 182.8% | $49.21万 | 加仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $87.01万 | 0.73% | 21,687 | -2,813 | -11.5% | -$11.29万 | 减仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $92.91万 | 0.78% | 23,796 | -143 | -0.6% | -$5,583 | 减仓 |
| VXUS | VANGUARD STAR FDS | $96.55万 | 0.81% | 11,293 | -33 | -0.3% | -$2,821 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $102.37万 | 0.86% | 4,811 | 677 | 16.4% | $14.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $122.48万 | 1.03% | 1,661 | 16 | 1.0% | $1.18万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $134.29万 | 1.13% | 12,038 | -703 | -5.5% | -$7.84万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $136.64万 | 1.15% | 4,510 | 2,046 | 83.0% | $61.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $139.36万 | 1.17% | 6,965 | -486 | -6.5% | -$9.72万 | 减仓 |
| — | TIDAL TRUST III | $162.36万 | 1.36% | 52,390 | 13,778 | 35.7% | $42.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $181.08万 | 1.52% | 4,854 | 430 | 9.7% | $16.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $194.73万 | 1.63% | 2,601 | 146 | 5.9% | $10.93万 | 加仓 |
| ADPV | SERIES PORTFOLIOS TR | $200.53万 | 1.68% | 41,505 | -8,394 | -16.8% | -$40.56万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $213.45万 | 1.79% | 21,736 | 2,690 | 14.1% | $26.42万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $217.73万 | 1.83% | 68,662 | 1,631 | 2.4% | $5.17万 | 加仓 |
| — | KRANESHARES TRUST | $220.20万 | 1.85% | 53,421 | 7,216 | 15.6% | $29.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.63万 | 1.93% | 4,589 | -142 | -3.0% | -$7.11万 | 减仓 |
| COWZ | PACER FDS TR | $308.10万 | 2.58% | 49,534 | -578 | -1.2% | -$3.60万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $334.71万 | 2.81% | 59,262 | -8,990 | -13.2% | -$50.78万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $382.09万 | 3.20% | 48,347 | -18,491 | -27.7% | -$146.13万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $490.04万 | 4.11% | 153,810 | -14,458 | -8.6% | -$46.06万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $515.13万 | 4.32% | 141,016 | 12,584 | 9.8% | $45.97万 | 加仓 |
| AAPL | APPLE INC | $571.66万 | 4.79% | 19,756 | -116 | -0.6% | -$3.36万 | 减仓 |
| AMZN | AMAZON COM INC | $577.07万 | 4.84% | 24,212 | -63 | -0.3% | -$1.50万 | 减仓 |
| GOOG | ALPHABET INC | $696.41万 | 5.84% | 19,710 | -240 | -1.2% | -$8.48万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $934.08万 | 7.83% | 272,566 | 272,566 | — | $934.08万 | 新建仓 |
| USFR | WISDOMTREE TR | $1,675.67万 | 14.05% | 332,805 | 157,766 | 90.1% | $794.35万 | 加仓 |