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Anderson Financial Strategies, LLC · 13F 持仓分析
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Anderson Financial Strategies, LLC

No.10354 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.92亿
环比变动 Q1 2026
+$1,047.6万+5.8%
持仓股票数
36
新买入
9
加仓
14
减仓
11
清仓
5
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
WWISDOMTREE TR WISDOMTREE US VAWTV
12.57%12.05%$2,419.3万22.4万股$2,191.5万22.1万股+2,270股+1.03%加仓
IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB
9.02%$1,735.6万11.1万股$00股+11.1万股新买入
F富达Covington信托FENI
8.8%8.65%$1,694.0万40.8万股$1,572.9万40.2万股+5,739股+1.43%加仓
IiShares安硕信托AGG
6.44%6.63%$1,239.0万24.9万股$1,206.8万24.2万股+6,606股+2.73%加仓
FFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUNDSKOR
6.13%6%$1,178.6万24.5万股$1,090.7万22.5万股+2.0万股+8.95%加仓
AAB ACTIVE ETFSHYFI
5.07%5%$975.7万26.2万股$909.6万24.4万股+1.9万股+7.62%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
4.93%5.51%$948.3万9.1万股$1,002.4万9.6万股-5,059股-5.24%减仓
VVictory组合IIUSVM
4.7%4.75%$903.4万8.2万股$864.7万8.3万股-1,626股-1.95%减仓
J摩根大通交易所交易基金JPRE
4.38%4.48%$842.3万15.8万股$815.3万15.8万股-220股-0.14%减仓
EETFIS SER TR IPFFA
4.36%4.49%$838.7万39.8万股$816.2万37.7万股+2.1万股+5.49%加仓
F第一信托交易所交易基金LGOV
4.03%4%$776.1万36.9万股$728.3万33.9万股+2.9万股+8.69%加仓
I景顺交易所交易基金信托XSMO
3.5%4.01%$674.3万7.7万股$729.8万8.3万股-5,338股-6.46%减仓
SSPDR道富指数基金EDIV
3.02%2.99%$581.7万13.8万股$544.0万13.2万股+5,794股+4.38%加仓
H哈特福德·FDS EXCHANGE TRADEDHMOP
2.85%2.79%$549.2万14.2万股$507.1万13.0万股+1.2万股+9.11%加仓
WWISDOMTREE EMMA CORPORATE BOND FUND ETF USDEMCB
2.25%2.22%$433.9万6.6万股$403.0万6.1万股+4,937股+8.14%加仓
F第一信托·EXCHANGE-TRADED ALPFNY
1.68%1.8%$322.7万3.1万股$327.8万3.2万股-1,379股-4.32%减仓
BBIOVENTUS INC COM CL ABVS
1.48%1.02%$285.3万19.4万股$184.7万17.3万股+2.1万股+12.38%加仓
IiShares安硕信托MTUM
1.32%1.53%$253.8万8,296股$277.8万9,543股-1,247股-13.07%减仓
AAB DISRUPTORS ETFFWD
1.26%1.54%$243.1万1.9万股$280.0万2.1万股-2,775股-12.93%减仓
GGlobal X基金DTCR
1.24%1.58%$238.8万8.4万股$288.2万9.8万股-1.4万股-14.02%减仓
CARS COMCARS
1.1%$211.0万17.0万股$00股+17.0万股新买入
DDONNELLEY FINL SOLUTIONSDFIN
1.09%$209.5万4.3万股$00股+4.3万股新买入
F第一信托交易所交易基金SDVY
1.04%1.04%$199.9万4.5万股$189.2万4.5万股+683股+1.53%加仓
EASTERN BANKSHARESEBC
1.03%0.9%$197.6万8.6万股$163.9万8.1万股+5,008股+6.19%加仓
O宏盟集团OMC
1.02%$195.6万2.2万股$00股+2.2万股新买入
CCHEWY CL ACHWY
1%$191.6万8.0万股$00股+8.0万股新买入
英伟达NVDA
0.92%$176.8万8,126股$00股+8,126股新买入
LLSI INDS OHIOLYTS
0.88%1.11%$169.5万7.0万股$202.5万8.5万股-1.4万股-16.81%减仓
NETFLIXNFLX
0.82%$157.6万2.0万股$00股+2.0万股新买入
DDIEBOLD NIXDORFDBD
0.76%0.88%$147.0万2.2万股$159.5万2.1万股+1,230股+5.98%加仓
摩根大通JPM
0.35%0.32%$66.5万1,862股$57.6万1,862股00.00%持仓不变
伊顿ETN
0.29%0.29%$55.0万1,296股$53.2万1,296股00.00%持仓不变
SSPDR标普500 ETFSPY
0.26%$49.8万648股$00股+648股新买入
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
0.2%9.74%$37.6万3,167股$1,772.2万15.7万股-15.4万股-97.99%减仓
V先锋领航指数基金VOO
0.11%0.15%$20.8万294股$27.7万416股-122股-29.33%减仓
强生JNJ
0.11%$20.5万750股$00股+750股新买入

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