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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $79.51万 | 0.19% | 1,913 | 541 | 39.4% | $22.49万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $79.33万 | 0.19% | 2,266 | 862 | 61.4% | $30.18万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $79.11万 | 0.19% | 4,421 | 569 | 14.8% | $10.18万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $78.95万 | 0.19% | 39,695 | 2,015 | 5.3% | $4.01万 | 加仓 |
| SNDK | SANDISK CORP | $77.76万 | 0.19% | 342 | 342 | — | $77.76万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $76.73万 | 0.18% | 3,162 | 6 | 0.2% | $1,456 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $74.50万 | 0.18% | 772 | 34 | 4.6% | $3.28万 | 加仓 |
| C | CITIGROUP INC | $73.31万 | 0.18% | 5,238 | 240 | 4.8% | $3.36万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $72.67万 | 0.17% | 4,077 | 52 | 1.3% | $9,268 | 加仓 |
| FSBC | FIVE STAR BANCORP | $72.07万 | 0.17% | 14,801 | 14,801 | — | $72.07万 | 新建仓 |
| DXCM | DEXCOM INC | $71.82万 | 0.17% | 10,664 | -2,146 | -16.8% | -$14.45万 | 减仓 |
| MCD | MCDONALDS CORP | $71.79万 | 0.17% | 2,656 | -394 | -12.9% | -$10.65万 | 减仓 |
| EOG | EOG RES INC | $71.57万 | 0.17% | 5,517 | 190 | 3.6% | $2.46万 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $69.26万 | 0.17% | 13,882 | 13,882 | — | $69.26万 | 新建仓 |
| UNP | UNION PAC CORP | $68.73万 | 0.17% | 2,527 | 31 | 1.2% | $8,432 | 加仓 |
| ECL | ECOLAB INC | $67.14万 | 0.16% | 2,410 | 10 | 0.4% | $2,786 | 加仓 |
| NVS | NOVARTIS AG | $66.84万 | 0.16% | 4,265 | 95 | 2.3% | $1.49万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $66.36万 | 0.16% | 7,561 | 261 | 3.6% | $2.29万 | 加仓 |
| DGRO | ISHARES TR | $65.56万 | 0.16% | 8,650 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $65.13万 | 0.16% | 1,760 | 760 | 76.0% | $28.12万 | 加仓 |
| FHI | FEDERATED HERMES INC | $63.64万 | 0.15% | 11,525 | -91 | -0.8% | -$5,025 | 减仓 |
| HSBC | HSBC HLDGS PLC | $63.45万 | 0.15% | 6,673 | 531 | 8.6% | $5.05万 | 加仓 |
| FDX | FEDEX CORP | $63.10万 | 0.15% | 2,015 | 1,299 | 181.4% | $40.68万 | 加仓 |
| HUT | HUT 8 CORP | $62.05万 | 0.15% | 5,375 | 5,375 | — | $62.05万 | 新建仓 |
| RDDT | REDDIT INC | $60.93万 | 0.15% | 3,510 | 653 | 22.9% | $11.33万 | 加仓 |
| LIN | LINDE PLC | $60.51万 | 0.15% | 1,166 | 77 | 7.1% | $4.00万 | 加仓 |
| IWM | ISHARES TR | $60.39万 | 0.15% | 2,010 | -960 | -32.3% | -$28.84万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $59.66万 | 0.14% | 2,423 | 84 | 3.6% | $2.07万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.43万 | 0.14% | 14,037 | -526 | -3.6% | -$2.23万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $58.68万 | 0.14% | 8,195 | -159 | -1.9% | -$1.14万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $58.11万 | 0.14% | 3,212 | 337 | 11.7% | $6.10万 | 加仓 |
| CTVA | CORTEVA INC | $57.20万 | 0.14% | 6,754 | 482 | 7.7% | $4.08万 | 加仓 |
| TJX | TJX COS INC NEW | $56.09万 | 0.13% | 3,702 | 292 | 8.6% | $4.42万 | 加仓 |
| ALL | ALLSTATE CORP | $55.80万 | 0.13% | 2,345 | -136 | -5.5% | -$3.24万 | 减仓 |
| XOP | SPDR SERIES TRUST | $55.77万 | 0.13% | 3,615 | 700 | 24.0% | $10.80万 | 加仓 |
| PEP | PEPSICO INC | $55.68万 | 0.13% | 4,112 | -724 | -15.0% | -$9.80万 | 减仓 |
| BHP | BHP GROUP LTD | $55.43万 | 0.13% | 6,653 | 244 | 3.8% | $2.03万 | 加仓 |
| SAN | BANCO SANTANDER SA | $54.67万 | 0.13% | 39,619 | 2,461 | 6.6% | $3.40万 | 加仓 |
| RRC | RANGE RES CORP | $54.59万 | 0.13% | 14,678 | -326 | -2.2% | -$1.21万 | 减仓 |
| RIO | RIO TINTO PLC | $54.55万 | 0.13% | 5,746 | -185 | -3.1% | -$1.76万 | 减仓 |
| AZN | ASTRAZENECA PLC | $54.25万 | 0.13% | 2,861 | -140 | -4.7% | -$2.65万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $54.13万 | 0.13% | 5,124 | 499 | 10.8% | $5.27万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.46万 | 0.13% | 4,582 | -312 | -6.4% | -$3.64万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $52.91万 | 0.13% | 6,923 | 354 | 5.4% | $2.71万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $52.85万 | 0.13% | 1,151 | 193 | 20.1% | $8.86万 | 加仓 |
| UL | UNILEVER PLC | $52.44万 | 0.13% | 8,722 | -1,905 | -17.9% | -$11.45万 | 减仓 |
| SHEL | SHELL PLC | $51.92万 | 0.12% | 6,696 | 113 | 1.7% | $8,762 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $51.92万 | 0.12% | 5,516 | -202 | -3.5% | -$1.90万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $51.27万 | 0.12% | 1,547 | -161 | -9.4% | -$5.34万 | 减仓 |
| TER | TERADYNE INC | $50.80万 | 0.12% | 1,050 | 237 | 29.2% | $11.47万 | 加仓 |
| UNM | UNUM GROUP | $50.61万 | 0.12% | 5,661 | 1,635 | 40.6% | $14.62万 | 加仓 |
| NWSA | NEWS CORP NEW | $50.11万 | 0.12% | 20,180 | 20,180 | — | $50.11万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $49.68万 | 0.12% | 2,571 | 125 | 5.1% | $2.42万 | 加仓 |
| P | EVERPURE INC | $49.46万 | 0.12% | 6,278 | 1,974 | 45.9% | $15.55万 | 加仓 |
| TTE | TOTALENERGIES SE | $49.10万 | 0.12% | 6,314 | 280 | 4.6% | $2.18万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $48.84万 | 0.12% | 959 | -29 | -2.9% | -$1.48万 | 减仓 |
| PWR | QUANTA SVCS INC | $48.24万 | 0.12% | 670 | -5 | -0.7% | -$3,600 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $48.05万 | 0.12% | 19,175 | 827 | 4.5% | $2.07万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $47.94万 | 0.12% | 1,045 | 28 | 2.8% | $1.28万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $47.85万 | 0.11% | 5,196 | 124 | 2.4% | $1.14万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $47.57万 | 0.11% | 9,405 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $47.40万 | 0.11% | 9,564 | 474 | 5.2% | $2.35万 | 加仓 |
| SONY | SONY GROUP CORP | $47.39万 | 0.11% | 23,626 | -1,127 | -4.6% | -$2.26万 | 减仓 |
| TXN | TEXAS INSTRS INC | $47.39万 | 0.11% | 1,590 | 481 | 43.4% | $14.34万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $47.22万 | 0.11% | 19,233 | -4,848 | -20.1% | -$11.90万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $47.07万 | 0.11% | 737 | 737 | — | $47.07万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $46.99万 | 0.11% | 984 | 984 | — | $46.99万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $46.83万 | 0.11% | 1,322 | 86 | 7.0% | $3.05万 | 加仓 |
| MCO | MOODYS CORP | $46.74万 | 0.11% | 1,032 | 27 | 2.7% | $1.22万 | 加仓 |
| ADSK | AUTODESK INC | $46.51万 | 0.11% | 2,392 | 404 | 20.3% | $7.85万 | 加仓 |
| EVRG | EVERGY INC | $46.02万 | 0.11% | 5,324 | -5 | -0.1% | -$432 | 减仓 |
| NOW | SERVICENOW INC | $45.35万 | 0.11% | 4,568 | 400 | 9.6% | $3.97万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $44.90万 | 0.11% | 6,121 | 99 | 1.6% | $7,262 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $44.55万 | 0.11% | 4,828 | -172 | -3.4% | -$1.59万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $44.24万 | 0.11% | 3,495 | 198 | 6.0% | $2.51万 | 加仓 |
| WY | WEYERHAEUSER CO MTN BE | $44.10万 | 0.11% | 18,419 | -749 | -3.9% | -$1.79万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $44.04万 | 0.11% | 2,279 | 51 | 2.3% | $9,855 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $43.60万 | 0.10% | 1,289 | 88 | 7.3% | $2.98万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $43.20万 | 0.10% | 2,987 | 127 | 4.4% | $1.84万 | 加仓 |
| TRGP | TARGA RES CORP | $42.47万 | 0.10% | 1,584 | 194 | 14.0% | $5.20万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.28万 | 0.10% | 554 | 53 | 10.6% | $4.04万 | 重新持有 |
| APP | APPLOVIN CORP | $42.09万 | 0.10% | 817 | 81 | 11.0% | $4.17万 | 加仓 |
| BOKF | BOK FINL CORP | $42.00万 | 0.10% | 3,024 | 90 | 3.1% | $1.25万 | 加仓 |
| T | AT&T INC | $41.94万 | 0.10% | 20,261 | -1,338 | -6.2% | -$2.77万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $41.91万 | 0.10% | 11,400 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $41.82万 | 0.10% | 3,310 | 68 | 2.1% | $8,591 | 加仓 |
| COP | CONOCOPHILLIPS | $41.34万 | 0.10% | 3,977 | -115 | -2.8% | -$1.20万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $41.32万 | 0.10% | 2,718 | -22 | -0.8% | -$3,345 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.86万 | 0.10% | 815 | 36 | 4.6% | $1.80万 | 加仓 |
| GGG | GRACO INC | $40.15万 | 0.10% | 5,310 | -445 | -7.7% | -$3.36万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $39.91万 | 0.10% | 692 | -38 | -5.2% | -$2.19万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $39.74万 | 0.10% | 37,210 | 37,210 | — | $39.74万 | 新建仓 |
| MPC | MARATHON PETE CORP | $39.30万 | 0.09% | 1,537 | 7 | 0.5% | $1,790 | 加仓 |
| ING | ING GROEP N.V. | $39.16万 | 0.09% | 12,479 | 1,158 | 10.2% | $3.63万 | 加仓 |
| LOW | LOWES COS INC | $39.07万 | 0.09% | 1,772 | -720 | -28.9% | -$15.88万 | 减仓 |
| ENTG | ENTEGRIS INC | $39.05万 | 0.09% | 2,171 | 2,171 | — | $39.05万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $38.83万 | 0.09% | 935 | -81 | -8.0% | -$3.36万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.17万 | 0.09% | 6,625 | -304 | -4.4% | -$1.75万 | 减仓 |
| CB | CHUBB LIMITED | $38.03万 | 0.09% | 1,116 | 52 | 4.9% | $1.77万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $38.02万 | 0.09% | 774 | -14 | -1.8% | -$6,876 | 减仓 |