ANCHYRA PARTNERS LLC
ATLANTA GA · SEC CIK 0002107106
$3.30亿2026Q1 申报市值
275持仓数
39.8%前十大占比 · 第一大 12.6%
29 / 11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
META 加仓+$350.94万
IWV 加仓+$214.66万
IWF 加仓+$87.92万
MSFT 加仓+$86.88万
IWD 加仓+$74.63万
2026Q1 卖出最多 按季末市值估算
TROW 减仓-$61.00万
AZN 清仓-$52.08万
ACN 清仓-$45.32万
ABT 减仓-$30.48万
ADBE 清仓-$28.77万
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 |
|---|---|---|---|---|---|---|---|---|
| DXCM | DEXCOM INC | $80.45万 | 0.24% | 12,810 | -1,386 | -9.8% | -$8.70万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $80.75万 | 0.25% | 902 | -56 | -5.8% | -$5.01万 | 减仓 |
| NTAP | NETAPP INC | $82.02万 | 0.25% | 8,011 | -140 | -1.7% | -$1.43万 | 减仓 |
| CAT | CATERPILLAR INC | $82.11万 | 0.25% | 1,159 | 83 | 7.7% | $5.88万 | 加仓 |
| KO | COCA COLA CO | $82.40万 | 0.25% | 10,835 | 451 | 4.3% | $3.43万 | 加仓 |
| PCAR | PACCAR INC | $83.82万 | 0.25% | 7,257 | 71 | 1.0% | $8,201 | 加仓 |
| BX | BLACKSTONE INC | $83.95万 | 0.25% | 7,301 | -759 | -9.4% | -$8.73万 | 减仓 |
| CX | CEMEX SAB DE CV | $84.78万 | 0.26% | 74,109 | -216 | -0.3% | -$2,471 | 减仓 |
| USB | US BANCORP DEL | $85.04万 | 0.26% | 16,350 | 350 | 2.2% | $1.82万 | 加仓 |
| VEEV | VEEVA SYS INC | $86.86万 | 0.26% | 4,945 | -16 | -0.3% | -$2,811 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $88.71万 | 0.27% | 3,156 | 5 | 0.2% | $1,405 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $92.04万 | 0.28% | 1,088 | 843 | 344.1% | $71.32万 | 加仓 |
| MCD | MCDONALDS CORP | $94.79万 | 0.29% | 3,050 | -19 | -0.6% | -$5,905 | 减仓 |
| ADI | ANALOG DEVICES INC | $95.31万 | 0.29% | 2,996 | 57 | 1.9% | $1.81万 | 加仓 |
| BAC | BANK AMERICA CORP | $95.45万 | 0.29% | 19,580 | 274 | 1.4% | $1.34万 | 加仓 |
| ASML | ASML HOLDING N V | $98.93万 | 0.30% | 749 | 66 | 9.7% | $8.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $99.32万 | 0.30% | 5,062 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $99.42万 | 0.30% | 4,314 | 143 | 3.4% | $3.30万 | 加仓 |
| MCK | MCKESSON CORP | $101.59万 | 0.31% | 1,174 | 12 | 1.0% | $1.04万 | 加仓 |
| TWLO | TWILIO INC | $103.12万 | 0.31% | 8,196 | 280 | 3.5% | $3.52万 | 加仓 |
| RBLX | ROBLOX CORP | $103.64万 | 0.31% | 18,324 | -132 | -0.7% | -$7,466 | 减仓 |
| AMGN | AMGEN INC | $105.20万 | 0.32% | 2,990 | 131 | 4.6% | $4.61万 | 加仓 |
| TTAN | SERVICETITAN INC | $105.58万 | 0.32% | 16,638 | 50 | 0.3% | $3,173 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $106.72万 | 0.32% | 14,837 | -1,269 | -7.9% | -$9.13万 | 减仓 |
| XPO | XPO INC | $108.42万 | 0.33% | 5,573 | 5 | 0.1% | $973 | 加仓 |
| WFC | WELLS FARGO CO NEW | $108.66万 | 0.33% | 13,649 | 316 | 2.4% | $2.52万 | 加仓 |
| MRK | MERCK & CO INC | $110.80万 | 0.34% | 9,211 | 404 | 4.6% | $4.86万 | 加仓 |
| WM | WASTE MGMT INC DEL | $111.61万 | 0.34% | 4,857 | 7 | 0.1% | $1,609 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $111.87万 | 0.34% | 1,851 | 80 | 4.5% | $4.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $112.61万 | 0.34% | 1,951 | 217 | 12.5% | $12.52万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $114.41万 | 0.35% | 17,209 | -115 | -0.7% | -$7,645 | 减仓 |
| AMAT | APPLIED MATLS INC | $115.42万 | 0.35% | 3,377 | 110 | 3.4% | $3.76万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $115.75万 | 0.35% | 1,952 | 5 | 0.3% | $2,965 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $116.08万 | 0.35% | 1,165 | 182 | 18.5% | $18.14万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $117.22万 | 0.36% | 2,346 | -34 | -1.4% | -$1.70万 | 减仓 |
| ABBV | ABBVIE INC | $117.42万 | 0.36% | 5,399 | 343 | 6.8% | $7.46万 | 加仓 |
| MKL | MARKEL GROUP INC | $132.26万 | 0.40% | 691 | 13 | 1.9% | $2.49万 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $136.10万 | 0.41% | 37,588 | -704 | -1.8% | -$2.55万 | 减仓 |
| VB | VANGUARD INDEX FDS | $140.42万 | 0.43% | 5,361 | 500 | 10.3% | $13.10万 | 加仓 |
| HD | HOME DEPOT INC | $142.21万 | 0.43% | 4,324 | -292 | -6.3% | -$9.60万 | 减仓 |
| AGG | ISHARES TR | $142.29万 | 0.43% | 14,334 | 1,697 | 13.4% | $16.85万 | 加仓 |
| GEV | GE VERNOVA INC | $144.12万 | 0.44% | 1,651 | -125 | -7.0% | -$10.91万 | 减仓 |
| GRMN | GARMIN LTD | $148.97万 | 0.45% | 6,421 | 189 | 3.0% | $4.38万 | 加仓 |
| CME | CME GROUP INC | $149.24万 | 0.45% | 5,053 | 73 | 1.5% | $2.16万 | 加仓 |
| V | VISA INC | $152.63万 | 0.46% | 5,050 | -6 | -0.1% | -$1,813 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $153.00万 | 0.46% | 7,972 | 1,000 | 14.3% | $19.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $155.41万 | 0.47% | 6,358 | 351 | 5.8% | $8.58万 | 加仓 |
| GOOG | ALPHABET INC | $155.91万 | 0.47% | 5,435 | 1,404 | 34.8% | $40.28万 | 加仓 |
| CVX | CHEVRON CORP NEW | $156.17万 | 0.47% | 7,548 | 1,146 | 17.9% | $23.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $165.59万 | 0.50% | 10,329 | 35 | 0.3% | $5,611 | 加仓 |
| ETN | EATON CORP PLC | $167.21万 | 0.51% | 4,675 | 68 | 1.5% | $2.43万 | 加仓 |
| GE | GE AEROSPACE | $167.51万 | 0.51% | 5,903 | 238 | 4.2% | $6.75万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $167.72万 | 0.51% | 6,036 | 16 | 0.3% | $4,446 | 加仓 |
| ORCL | ORACLE CORP | $175.24万 | 0.53% | 11,912 | 683 | 6.1% | $10.05万 | 加仓 |
| DE | DEERE & CO | $179.75万 | 0.55% | 3,191 | 17 | 0.5% | $9,576 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $181.80万 | 0.55% | 18,354 | 53 | 0.3% | $5,250 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $187.67万 | 0.57% | 12,993 | -95 | -0.7% | -$1.37万 | 减仓 |
| RTX | RTX CORPORATION | $188.15万 | 0.57% | 9,754 | 145 | 1.5% | $2.80万 | 加仓 |
| EFA | ISHARES TR | $196.24万 | 0.60% | 20,204 | 5,601 | 38.4% | $54.40万 | 加仓 |
| LLY | ELI LILLY & CO | $211.27万 | 0.64% | 2,297 | 54 | 2.4% | $4.97万 | 加仓 |
| CSCO | CISCO SYS INC | $223.21万 | 0.68% | 28,768 | 1,939 | 7.2% | $15.04万 | 加仓 |
| NFLX | NETFLIX INC | $224.40万 | 0.68% | 23,339 | 344 | 1.5% | $3.31万 | 加仓 |
| TSLA | TESLA INC | $229.70万 | 0.70% | 6,179 | 57 | 0.9% | $2.12万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $234.74万 | 0.71% | 8,179 | 75 | 0.9% | $2.15万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $239.65万 | 0.73% | 8,147 | 331 | 4.2% | $9.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $240.51万 | 0.73% | 7,119 | 137 | 2.0% | $4.63万 | 加仓 |
| COHR | COHERENT CORP | $260.10万 | 0.79% | 10,919 | -63 | -0.6% | -$1.50万 | 减仓 |
| IWD | ISHARES TR | $268.78万 | 0.82% | 12,579 | 3,493 | 38.4% | $74.63万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $268.92万 | 0.82% | 8,222 | 46 | 0.6% | $1.50万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $270.93万 | 0.82% | 20,386 | 286 | 1.4% | $3.80万 | 加仓 |
| WMT | WALMART INC | $275.39万 | 0.84% | 22,159 | 348 | 1.6% | $4.32万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $285.04万 | 0.87% | 4,383 | 42 | 1.0% | $2.73万 | 加仓 |
| JBL | JABIL INC | $305.85万 | 0.93% | 11,514 | -62 | -0.5% | -$1.65万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $318.49万 | 0.97% | 25,940 | 209 | 0.8% | $2.57万 | 加仓 |
| IWF | ISHARES TR | $320.44万 | 0.97% | 7,515 | 2,062 | 37.8% | $87.92万 | 加仓 |
| SO | SOUTHERN CO | $336.81万 | 1.02% | 34,895 | 159 | 0.5% | $1.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $377.56万 | 1.15% | 7,879 | 165 | 2.1% | $7.91万 | 加仓 |
| — | EXXON MOBIL CORP | $403.06万 | 1.22% | 23,757 | 559 | 2.4% | $9.48万 | 加仓 |
| AVGO | BROADCOM INC | $538.83万 | 1.64% | 17,409 | 629 | 3.7% | $19.47万 | 加仓 |
| AMZN | AMAZON COM INC | $599.13万 | 1.82% | 28,767 | -97 | -0.3% | -$2.02万 | 减仓 |
| GLD | SPDR GOLD TR | $626.07万 | 1.90% | 14,550 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $684.16万 | 2.08% | 18,457 | 5,791 | 45.7% | $214.66万 | 加仓 |
| META | META PLATFORMS INC | $775.92万 | 2.35% | 13,562 | 6,134 | 82.6% | $350.94万 | 加仓 |
| GOOGL | ALPHABET INC | $784.55万 | 2.38% | 27,283 | -79 | -0.3% | -$2.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,166.00万 | 3.54% | 31,499 | 2,347 | 8.1% | $86.88万 | 加仓 |
| AAPL | APPLE INC | $1,534.64万 | 4.66% | 60,469 | 1,458 | 2.5% | $37.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,224.25万 | 6.75% | 127,537 | -797 | -0.6% | -$13.90万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $4,166.23万 | 12.64% | 462,196 | -6,767 | -1.4% | -$61.00万 | 减仓 |