ANCHYRA PARTNERS LLC
ATLANTA GA · SEC CIK 0002107106
$4.16亿2026Q2 申报市值
350持仓数
37.3%前十大占比 · 第一大 12.4%
96 / 23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
STRL 新建仓+$344.47万
DELL 新建仓+$86.59万
MUB 新建仓+$86.39万
MS 加仓+$85.58万
AAPL 加仓+$84.90万
2026Q2 卖出最多 按季末市值估算
TROW 减仓-$92.35万
INTU 清仓-$71.43万
MSFT 减仓-$49.98万
V 减仓-$44.29万
HONEYWELL INTL I 清仓-$41.09万
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 |
|---|---|---|---|---|---|---|---|---|
| RELX | RELX PLC | $24.87万 | 0.06% | 7,854 | -70 | -0.9% | -$2,217 | 减仓 |
| ATO | ATMOS ENERGY CORP | $24.88万 | 0.06% | 1,444 | -879 | -37.8% | -$15.14万 | 减仓 |
| LEN | LENNAR CORP | $24.92万 | 0.06% | 2,754 | 206 | 8.1% | $1.86万 | 加仓 |
| MO | ALTRIA GROUP INC | $25.05万 | 0.06% | 3,481 | 427 | 14.0% | $3.07万 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $25.05万 | 0.06% | 32,155 | 32,155 | — | $25.05万 | 新建仓 |
| TMUS | T-MOBILE US INC | $25.39万 | 0.06% | 1,514 | 26 | 1.7% | $4,361 | 加仓 |
| NGG | NATIONAL GRID PLC | $25.42万 | 0.06% | 3,068 | 84 | 2.8% | $6,961 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $26.07万 | 0.06% | 2,858 | 2,858 | — | $26.07万 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $26.10万 | 0.06% | 18,128 | 18,128 | — | $26.10万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $26.38万 | 0.06% | 1,170 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $26.39万 | 0.06% | 9,901 | 9,901 | — | $26.39万 | 新建仓 |
| RDWR | RADWARE LTD | $26.42万 | 0.06% | 8,562 | 8,562 | — | $26.42万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $26.52万 | 0.06% | 2,763 | 191 | 7.4% | $1.83万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $26.56万 | 0.06% | 4,224 | 392 | 10.2% | $2.47万 | 加仓 |
| RDN | RADIAN GROUP INC | $26.76万 | 0.06% | 7,105 | 7,105 | — | $26.76万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $26.85万 | 0.06% | 1,229 | -58 | -4.5% | -$1.27万 | 减仓 |
| CRM | SALESFORCE INC | $26.88万 | 0.06% | 1,716 | -482 | -21.9% | -$7.55万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $26.97万 | 0.06% | 3,416 | -144 | -4.0% | -$1.14万 | 减仓 |
| CGAU | CENTERRA GOLD INC | $27.32万 | 0.07% | 17,228 | 17,228 | — | $27.32万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $27.37万 | 0.07% | 198 | 198 | — | $27.37万 | 新建仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $27.47万 | 0.07% | 5,109 | 5,109 | — | $27.47万 | 新建仓 |
| MSTR | STRATEGY INC | $28.16万 | 0.07% | 3,239 | 477 | 17.3% | $4.15万 | 加仓 |
| CENT | CENTRAL GARDEN & PET CO | $28.58万 | 0.07% | 6,445 | 6,445 | — | $28.58万 | 新建仓 |
| CRH | CRH PLC | $28.61万 | 0.07% | 2,674 | 12 | 0.5% | $1,284 | 加仓 |
| WELL | WELLTOWER INC | $28.64万 | 0.07% | 1,262 | 13 | 1.0% | $2,951 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $28.89万 | 0.07% | 53,004 | 53,004 | — | $28.89万 | 新建仓 |
| GSK | GSK PLC | $28.95万 | 0.07% | 5,522 | 18 | 0.3% | $944 | 加仓 |
| WHD | CACTUS INC | $29.00万 | 0.07% | 5,660 | 5,660 | — | $29.00万 | 新建仓 |
| SAP | SAP SE | $29.02万 | 0.07% | 1,883 | -404 | -17.7% | -$6.23万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $29.14万 | 0.07% | 437 | -15 | -3.3% | -$1.00万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $29.33万 | 0.07% | 876 | 876 | — | $29.33万 | 新建仓 |
| EIG | EMPLOYERS HLDGS INC | $29.74万 | 0.07% | 5,892 | 5,892 | — | $29.74万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $29.78万 | 0.07% | 3,996 | 35 | 0.9% | $2,609 | 加仓 |
| FOXA | FOX CORP | $29.79万 | 0.07% | 5,711 | 5,711 | — | $29.79万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $29.84万 | 0.07% | 1,772 | 12 | 0.7% | $2,021 | 加仓 |
| NWG | NATWEST GROUP PLC | $29.90万 | 0.07% | 16,961 | 449 | 2.7% | $7,916 | 加仓 |
| USHY | ISHARES TR | $30.10万 | 0.07% | 8,132 | -27 | -0.3% | -$1,000 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $30.80万 | 0.07% | 620 | 18 | 3.0% | $8,941 | 加仓 |
| ZS | ZSCALER INC | $31.15万 | 0.07% | 2,207 | 2,207 | — | $31.15万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $31.32万 | 0.08% | 3,801 | 3,801 | — | $31.32万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.43万 | 0.08% | 951 | 57 | 6.4% | $1.88万 | 加仓 |
| IEMG | ISHARES INC | $31.77万 | 0.08% | 3,835 | -329 | -7.9% | -$2.73万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $31.95万 | 0.08% | 33,355 | 716 | 2.2% | $6,859 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $32.12万 | 0.08% | 55,091 | 209 | 0.4% | $1,218 | 加仓 |
| CRC | CALIFORNIA RES CORP | $32.62万 | 0.08% | 6,169 | 6,169 | — | $32.62万 | 新建仓 |
| WDAY | WORKDAY INC | $32.77万 | 0.08% | 2,677 | -489 | -15.4% | -$5.99万 | 减仓 |
| VNO | VORNADO RLTY TR | $32.79万 | 0.08% | 8,344 | 8,344 | — | $32.79万 | 新建仓 |
| XEL | XCEL ENERGY INC | $32.97万 | 0.08% | 4,106 | 196 | 5.0% | $1.57万 | 加仓 |
| MOG/A | MOOG INC | $32.97万 | 0.08% | 778 | 35 | 4.7% | $1.48万 | 加仓 |
| IRS | IRSA INVERSIONES Y REP S A | $33.27万 | 0.08% | 21,546 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $33.77万 | 0.08% | 1,560 | 68 | 4.6% | $1.47万 | 加仓 |
| BCS | BARCLAYS PLC | $33.84万 | 0.08% | 12,600 | 1,947 | 18.3% | $5.23万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $33.90万 | 0.08% | 2,558 | 17 | 0.7% | $2,253 | 加仓 |
| SBUX | STARBUCKS CORP | $34.25万 | 0.08% | 3,352 | -59 | -1.7% | -$6,029 | 减仓 |
| URI | UNITED RENTALS INC | $34.33万 | 0.08% | 303 | 2 | 0.7% | $2,266 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $34.48万 | 0.08% | 867 | -73 | -7.8% | -$2.90万 | 减仓 |
| BLK | BLACKROCK INC | $34.62万 | 0.08% | 360 | 13 | 3.7% | $1.25万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $34.68万 | 0.08% | 7,908 | 7,908 | — | $34.68万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $34.83万 | 0.08% | 1,902 | 1,902 | — | $34.83万 | 新建仓 |
| SYK | STRYKER CORPORATION | $35.07万 | 0.08% | 1,114 | 105 | 10.4% | $3.31万 | 加仓 |
| FTNT | FORTINET INC | $35.41万 | 0.09% | 2,305 | 2,305 | — | $35.41万 | 新建仓 |
| CVS | CVS HEALTH CORP | $35.77万 | 0.09% | 3,458 | 780 | 29.1% | $8.07万 | 重新持有 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $35.78万 | 0.09% | 15,174 | 845 | 5.9% | $1.99万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $35.91万 | 0.09% | 2,000 | 2,000 | — | $35.91万 | 新建仓 |
| FNV | FRANCO NEV CORP | $36.10万 | 0.09% | 1,732 | 250 | 16.9% | $5.21万 | 加仓 |
| GLW | CORNING INC | $36.30万 | 0.09% | 1,421 | 1,421 | — | $36.30万 | 新建仓 |
| SNPS | SYNOPSYS INC | $36.67万 | 0.09% | 822 | 43 | 5.5% | $1.92万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $36.80万 | 0.09% | 45,204 | 45,204 | — | $36.80万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $36.89万 | 0.09% | 5,973 | 253 | 4.4% | $1.56万 | 加仓 |
| NVO | NOVO-NORDISK A S | $36.91万 | 0.09% | 7,699 | 1,593 | 26.1% | $7.64万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $37.11万 | 0.09% | 848 | 848 | — | $37.11万 | 新建仓 |
| ATI | ATI INC | $37.23万 | 0.09% | 1,889 | 1,889 | — | $37.23万 | 新建仓 |
| SHBI | SHORE BANCSHARES INC | $37.43万 | 0.09% | 16,311 | 2,771 | 20.5% | $6.36万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $38.02万 | 0.09% | 774 | -14 | -1.8% | -$6,876 | 减仓 |
| CB | CHUBB LIMITED | $38.03万 | 0.09% | 1,116 | 52 | 4.9% | $1.77万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.17万 | 0.09% | 6,625 | -304 | -4.4% | -$1.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $38.83万 | 0.09% | 935 | -81 | -8.0% | -$3.36万 | 减仓 |
| ENTG | ENTEGRIS INC | $39.05万 | 0.09% | 2,171 | 2,171 | — | $39.05万 | 新建仓 |
| LOW | LOWES COS INC | $39.07万 | 0.09% | 1,772 | -720 | -28.9% | -$15.88万 | 减仓 |
| ING | ING GROEP N.V. | $39.16万 | 0.09% | 12,479 | 1,158 | 10.2% | $3.63万 | 加仓 |
| MPC | MARATHON PETE CORP | $39.30万 | 0.09% | 1,537 | 7 | 0.5% | $1,790 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $39.74万 | 0.10% | 37,210 | 37,210 | — | $39.74万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $39.91万 | 0.10% | 692 | -38 | -5.2% | -$2.19万 | 减仓 |
| GGG | GRACO INC | $40.15万 | 0.10% | 5,310 | -445 | -7.7% | -$3.36万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.86万 | 0.10% | 815 | 36 | 4.6% | $1.80万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $41.32万 | 0.10% | 2,718 | -22 | -0.8% | -$3,345 | 减仓 |
| COP | CONOCOPHILLIPS | $41.34万 | 0.10% | 3,977 | -115 | -2.8% | -$1.20万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $41.82万 | 0.10% | 3,310 | 68 | 2.1% | $8,591 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $41.91万 | 0.10% | 11,400 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $41.94万 | 0.10% | 20,261 | -1,338 | -6.2% | -$2.77万 | 减仓 |
| BOKF | BOK FINL CORP | $42.00万 | 0.10% | 3,024 | 90 | 3.1% | $1.25万 | 加仓 |
| APP | APPLOVIN CORP | $42.09万 | 0.10% | 817 | 81 | 11.0% | $4.17万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.28万 | 0.10% | 554 | 53 | 10.6% | $4.04万 | 重新持有 |
| TRGP | TARGA RES CORP | $42.47万 | 0.10% | 1,584 | 194 | 14.0% | $5.20万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $43.20万 | 0.10% | 2,987 | 127 | 4.4% | $1.84万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $43.60万 | 0.10% | 1,289 | 88 | 7.3% | $2.98万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $44.04万 | 0.11% | 2,279 | 51 | 2.3% | $9,855 | 加仓 |
| WY | WEYERHAEUSER CO MTN BE | $44.10万 | 0.11% | 18,419 | -749 | -3.9% | -$1.79万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $44.24万 | 0.11% | 3,495 | 198 | 6.0% | $2.51万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $44.55万 | 0.11% | 4,828 | -172 | -3.4% | -$1.59万 | 减仓 |