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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $112.04万 | 0.27% | 3,094 | 104 | 3.5% | $3.77万 | 加仓 |
| TTAN | SERVICETITAN INC | $112.73万 | 0.27% | 15,942 | -696 | -4.2% | -$4.92万 | 减仓 |
| APH | AMPHENOL CORP NEW | $113.85万 | 0.27% | 6,457 | 3,115 | 93.2% | $54.92万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $117.20万 | 0.28% | 4,359 | 45 | 1.0% | $1.21万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $118.34万 | 0.28% | 1,265 | 100 | 8.6% | $9.35万 | 加仓 |
| ADI | ANALOG DEVICES INC | $123.00万 | 0.30% | 3,097 | 101 | 3.4% | $4.01万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $123.79万 | 0.30% | 1,224 | 136 | 12.5% | $13.75万 | 加仓 |
| MRK | MERCK & CO INC | $125.24万 | 0.30% | 9,746 | 535 | 5.8% | $6.87万 | 加仓 |
| CVX | CHEVRON CORP NEW | $126.94万 | 0.30% | 7,658 | 110 | 1.5% | $1.82万 | 加仓 |
| V | VISA INC | $128.97万 | 0.31% | 3,759 | -1,291 | -25.6% | -$44.29万 | 减仓 |
| CAT | CATERPILLAR INC | $131.94万 | 0.32% | 1,239 | 80 | 6.9% | $8.52万 | 加仓 |
| MKL | MARKEL GROUP INC | $132.61万 | 0.32% | 679 | -12 | -1.7% | -$2.34万 | 减仓 |
| ABBV | ABBVIE INC | $135.53万 | 0.33% | 5,386 | -13 | -0.2% | -$3,271 | 减仓 |
| INTC | INTEL CORP | $137.07万 | 0.33% | 9,817 | 1,651 | 20.2% | $23.05万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $137.80万 | 0.33% | 3,180 | 254 | 8.7% | $11.01万 | 加仓 |
| AGG | ISHARES TR | $140.98万 | 0.34% | 14,243 | -91 | -0.6% | -$9,007 | 减仓 |
| KLAC | KLA CORP | $148.17万 | 0.36% | 4,911 | 281 | 6.1% | $8.48万 | 加仓 |
| GRMN | GARMIN LTD | $149.89万 | 0.36% | 6,310 | -111 | -1.7% | -$2.64万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $150.03万 | 0.36% | 16,019 | -1,190 | -6.9% | -$11.15万 | 减仓 |
| HD | HOME DEPOT INC | $150.66万 | 0.36% | 4,272 | -52 | -1.2% | -$1.83万 | 减仓 |
| NTAP | NETAPP INC | $153.17万 | 0.37% | 9,897 | 1,886 | 23.5% | $29.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $155.71万 | 0.37% | 5,137 | -224 | -4.2% | -$6.79万 | 减仓 |
| ASML | ASML HOLDING N V | $160.75万 | 0.39% | 808 | 59 | 7.9% | $11.74万 | 加仓 |
| NFLX | NETFLIX INC | $160.84万 | 0.39% | 22,526 | -813 | -3.5% | -$5.80万 | 减仓 |
| QQQ | INVESCO QQQ TR | $165.98万 | 0.40% | 2,254 | 303 | 15.5% | $22.31万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $169.62万 | 0.41% | 7,972 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $170.08万 | 0.41% | 6,697 | 339 | 5.3% | $8.61万 | 加仓 |
| MS | MORGAN STANLEY | $171.48万 | 0.41% | 8,203 | 4,094 | 99.6% | $85.58万 | 加仓 |
| TWLO | TWILIO INC | $173.17万 | 0.42% | 8,393 | 197 | 2.4% | $4.06万 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $181.91万 | 0.44% | 36,533 | -1,055 | -2.8% | -$5.25万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $184.25万 | 0.44% | 12,565 | -428 | -3.3% | -$6.28万 | 减仓 |
| GEV | GE VERNOVA INC | $186.22万 | 0.45% | 1,585 | -66 | -4.0% | -$7.75万 | 减仓 |
| ORCL | ORACLE CORP | $189.50万 | 0.46% | 12,931 | 1,019 | 8.6% | $14.93万 | 加仓 |
| RTX | RTX CORPORATION | $193.70万 | 0.47% | 10,209 | 455 | 4.7% | $8.63万 | 加仓 |
| ETN | EATON CORP PLC | $202.19万 | 0.49% | 4,745 | 70 | 1.5% | $2.98万 | 加仓 |
| DE | DEERE & CO | $202.67万 | 0.49% | 3,195 | 4 | 0.1% | $2,537 | 加仓 |
| GE | GE AEROSPACE | $224.72万 | 0.54% | 6,013 | 110 | 1.9% | $4.11万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $228.08万 | 0.55% | 6,077 | 41 | 0.7% | $1.54万 | 加仓 |
| EFA | ISHARES TR | $245.54万 | 0.59% | 23,637 | 3,433 | 17.0% | $35.66万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $247.12万 | 0.59% | 4,254 | 416 | 10.8% | $24.17万 | 加仓 |
| WMT | WALMART INC | $247.27万 | 0.59% | 21,832 | -327 | -1.5% | -$3.70万 | 减仓 |
| GOOG | ALPHABET INC | $248.18万 | 0.60% | 7,024 | 1,589 | 29.2% | $56.14万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $253.15万 | 0.61% | 8,047 | -132 | -1.6% | -$4.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $262.09万 | 0.63% | 3,625 | 248 | 7.3% | $17.93万 | 加仓 |
| TSLA | TESLA INC | $275.79万 | 0.66% | 6,557 | 378 | 6.1% | $15.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $284.22万 | 0.68% | 8,683 | 536 | 6.6% | $17.54万 | 加仓 |
| LLY | ELI LILLY & CO | $295.30万 | 0.71% | 2,462 | 165 | 7.2% | $19.79万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $305.48万 | 0.73% | 8,243 | 21 | 0.3% | $7,782 | 加仓 |
| — | EXXON MOBIL CORP | $319.42万 | 0.77% | 23,363 | -394 | -1.7% | -$5.39万 | 减仓 |
| IWD | ISHARES TR | $326.21万 | 0.78% | 13,456 | 877 | 7.0% | $21.26万 | 加仓 |
| SO | SOUTHERN CO | $335.08万 | 0.80% | 35,010 | 115 | 0.3% | $1.10万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $339.63万 | 0.82% | 4,548 | 165 | 3.8% | $12.32万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $344.47万 | 0.83% | 4,104 | 4,104 | — | $344.47万 | 新建仓 |
| CSCO | CISCO SYS INC | $344.66万 | 0.83% | 29,343 | 575 | 2.0% | $6.75万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $362.37万 | 0.87% | 10,626 | 297 | 2.9% | $10.13万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $388.39万 | 0.93% | 20,386 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $405.32万 | 0.97% | 8,100 | 221 | 2.8% | $11.06万 | 加仓 |
| IWF | ISHARES TR | $411.25万 | 0.99% | 33,120 | 3,060 | 10.2% | $38.00万 | 加仓 |
| JBL | JABIL INC | $422.29万 | 1.01% | 10,955 | -559 | -4.9% | -$21.55万 | 减仓 |
| COHR | COHERENT CORP | $452.22万 | 1.09% | 11,464 | 545 | 5.0% | $21.50万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $455.60万 | 1.09% | 26,819 | 879 | 3.4% | $14.93万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $532.09万 | 1.28% | 17,862 | -492 | -2.7% | -$14.66万 | 减仓 |
| GLD | SPDR GOLD TR | $535.99万 | 1.29% | 14,550 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $663.16万 | 1.59% | 27,824 | -943 | -3.3% | -$22.48万 | 减仓 |
| AVGO | BROADCOM INC | $693.70万 | 1.67% | 18,364 | 955 | 5.5% | $36.08万 | 加仓 |
| META | META PLATFORMS INC | $788.04万 | 1.89% | 13,990 | 428 | 3.2% | $24.11万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $838.94万 | 2.01% | 7,268 | 149 | 2.1% | $17.20万 | 加仓 |
| IWV | ISHARES TR | $852.33万 | 2.05% | 19,989 | 1,532 | 8.3% | $65.32万 | 加仓 |
| GOOGL | ALPHABET INC | $989.84万 | 2.38% | 27,698 | 415 | 1.5% | $14.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,124.99万 | 2.70% | 30,159 | -1,340 | -4.3% | -$49.98万 | 减仓 |
| AAPL | APPLE INC | $1,834.63万 | 4.41% | 63,403 | 2,934 | 4.9% | $84.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,595.03万 | 6.23% | 129,693 | 2,156 | 1.7% | $43.14万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $5,162.36万 | 12.40% | 454,073 | -8,123 | -1.8% | -$92.35万 | 减仓 |