Ankerstar Wealth, LLC
LEANDER TX · SEC CIK 0002053917
$9,472.48万2026Q1 申报市值
955持仓数
52.5%前十大占比 · 第一大 9.3%
85 / 114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
TIDAL TRUST III 新建仓+$93.60万
VYMI 加仓+$61.01万
QQQM 新建仓+$58.55万
SCHD 加仓+$55.40万
VCSH 加仓+$54.67万
2026Q1 卖出最多 按季末市值估算
CDX 减仓-$186.85万
BITB 减仓-$176.00万
TEXAS CAPITAL FU 减仓-$52.20万
JEPI 减仓-$41.29万
GOOG 减仓-$36.75万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $159.94万 | 1.69% | 2,455 | 569 | 30.2% | $37.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $163.77万 | 1.73% | 4,424 | 661 | 17.6% | $24.47万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $179.49万 | 1.89% | 19,046 | 6,474 | 51.5% | $61.01万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $205.65万 | 2.17% | 67,031 | 18,058 | 36.9% | $55.40万 | 加仓 |
| ADPV | SERIES PORTFOLIOS TR | $210.41万 | 2.22% | 49,899 | 9,451 | 23.4% | $39.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $226.71万 | 2.39% | 4,731 | 874 | 22.7% | $41.88万 | 加仓 |
| COWZ | PACER FDS TR | $313.50万 | 3.31% | 50,112 | 7,316 | 17.1% | $45.77万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $386.85万 | 4.08% | 68,252 | -7,285 | -9.6% | -$41.29万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $433.71万 | 4.58% | 128,432 | -2,263 | -1.7% | -$7.64万 | 减仓 |
| AAPL | APPLE INC | $504.33万 | 5.32% | 19,872 | -1,109 | -5.3% | -$28.15万 | 减仓 |
| AMZN | AMAZON COM INC | $505.58万 | 5.34% | 24,275 | 107 | 0.4% | $2.23万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $529.82万 | 5.59% | 66,838 | 6,897 | 11.5% | $54.67万 | 加仓 |
| GOOG | ALPHABET INC | $572.29万 | 6.04% | 19,950 | -1,281 | -6.0% | -$36.75万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $619.39万 | 6.54% | 168,268 | -47,812 | -22.1% | -$176.00万 | 减仓 |
| USFR | WISDOMTREE TR | $881.15万 | 9.30% | 175,039 | -3,931 | -2.2% | -$19.79万 | 减仓 |