CIK: 0002107106
申報總市值
US$3.3億
申報季度: 2026-03-31 · 持股檔數: 275
ANCHYRA PARTNERS LLC在最新一期 13F 報告中揭露了 275 項持股，申報期為 2026-03-31，總持股市值約為 US$3.3億，季度換手率為 18.0%。
Anchyra Partners LLC 目前揭露的持股，Herfindahl 集中度指數為 0.029——換算下來相當於約 34 個等權重部位，明顯低於其實際揭露的 275 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 2.65），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 52%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
減碼 TROW
-1.4% -US$635.0萬
加碼 META
+82.6% US$285.6萬
減碼 MSFT
+8.1% -US$243.9萬
減碼 NVDA
-0.6% -US$169.2萬
加碼 IWV
+45.7% US$194.2萬
加碼 XOM
+2.4% US$123.9萬
僅顯示前 200 大持股（共 275 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TROW | T Rowe Price Group INC | 股票-金融 | 12.64% | -2.09% | -1.44% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.75% | -0.59% | -0.62% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.66% | -0.26% | +2.47% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -0.78% | +8.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.38% | -0.25% | -0.29% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.35% | +0.85% | +82.58% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.08% | +0.58% | +45.72% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.90% | +0.13% | — | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.82% | -0.22% | -0.34% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.64% | -0.14% | +3.75% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | +0.36% | +2.41% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | — | +2.14% | |
| 13 | SO | Southern Co/the | 股票-公用事業 | 1.02% | +0.09% | +0.46% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.97% | +0.18% | +37.81% | |
| 15 | ANET | Arista Networks INC | 股票-科技 | 0.97% | — | +0.81% | |
| 16 | JBL | Jabil INC | 股票-科技 | 0.93% | +0.12% | -0.54% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.87% | — | +0.97% | |
| 18 | WMT | Walmart INC | 股票-非循環性消費 | 0.84% | +0.09% | +1.60% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.82% | — | +1.42% | |
| 20 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.82% | — | +0.56% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.82% | +0.23% | +38.44% | |
| 22 | COHR | Coherent CORP | 股票-科技 | 0.79% | +0.17% | -0.57% | |
| 23 | MU | Micron Technology INC | 股票-科技 | 0.73% | +0.12% | +1.96% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | +4.23% | |
| 25 | NSC | Norfolk Southern CORP | 股票-工業 | 0.71% | — | +0.93% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.70% | -0.14% | +0.93% | |
| 27 | NFLX | Netflix INC | 股票-通訊服務 | 0.68% | — | +1.50% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | +7.23% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | -0.10% | +2.41% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | +0.17% | +38.36% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.57% | — | +1.51% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | — | -0.73% | |
| 33 | MRVL | Marvell Technology INC | 股票-科技 | 0.55% | +0.07% | +0.29% | |
| 34 | DE | Deere & Co | 股票-工業 | 0.55% | +0.10% | +0.54% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.14% | +6.08% | |
| 36 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.51% | — | +0.27% | |
| 37 | GE | General Electric | 股票-工業 | 0.51% | — | +4.20% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.51% | — | +1.48% | |
| 39 | PANW | Palo Alto Networks INC | 股票-科技 | 0.50% | — | +0.34% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.17% | +17.90% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | +0.08% | +34.83% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | +0.09% | +5.84% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.46% | — | +14.34% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | -0.12% | |
| 45 | CME | Cme Group INC | 股票-金融 | 0.45% | — | +1.47% | |
| 46 | GRMN | Garmin Ltd. | 股票-科技 | 0.45% | — | +3.03% | |
| 47 | GEV | GE Vernova INC | 股票-工業 | 0.44% | +0.08% | -7.04% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.43% | — | +13.43% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.43% | — | -6.33% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.43% | — | +10.29% |
Q3 2026績效
+3.3%
近4個季度績效
+9.7%
根據可用的5個月歷史資料
根據可取得價格的持股（佔申報價值的68%）計算
Anchyra Partners LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Core Dividend Growth (DGRO); 新建倉: AstraZeneca PLC (AZN); 清倉: Astrazeneca Plc-spons Adr (AZNN); 新建倉: Vanguard Russell 3000 (VTHR); 新建倉: Vanguard Tax-exempt Bond ETF (VTEB).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.9% | +82.58% | 加碼 |
| 2 | IWV | Ishares Russell 3000 ETF | +0.6% | +45.72% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +2.41% | 加碼 |
| 4 | IWD | Ishares Russell 1000 Value E | +0.2% | +38.44% | 加碼 |
| 5 | GS | Goldman Sachs Group INC | +0.2% | +344.08% | 加碼 |
| 6 | IWF | Ishares Russell 1000 Growth | +0.2% | +37.81% | 加碼 |
| 7 | CVX | Chevron CORP | +0.2% | +17.90% | 加碼 |
| 8 | COHR | Coherent CORP | +0.2% | -0.57% | 減碼 |
| 9 | EFA | Ishares Msci Eafe ETF | +0.2% | +38.36% | 加碼 |
| 10 | GLD | Spdr Gold Shares | +0.1% | — | 不變 |
| 11 | JBL | Jabil INC | +0.1% | -0.54% | 減碼 |
| 12 | MU | Micron Technology INC | +0.1% | +1.96% | 加碼 |
| 13 | XPO | Xpo INC | +0.1% | +0.09% | 加碼 |
| 14 | DE | Deere & Co | +0.1% | +0.54% | 加碼 |
| 15 | SO | Southern Co/the | +0.1% | +0.46% | 加碼 |
| 16 | WMT | Walmart INC | +0.1% | +1.60% | 加碼 |
| 17 | AMAT | Applied Materials INC | +0.1% | +3.37% | 加碼 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +18.51% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +5.84% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +34.83% | 加碼 |
| 21 | GEV | GE Vernova INC | +0.1% | -7.04% | 減碼 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +4.52% | 加碼 |
| 23 | MRVL | Marvell Technology INC | +0.1% | +0.29% | 加碼 |
| 24 | QCOM | Qualcomm INC | -0.1% | -20.33% | 減碼 |
| 25 | WDAY | Workday Inc-class A | -0.1% | -6.83% | 減碼 |
| 26 | LLY | Eli Lilly & Co | -0.1% | +2.41% | 加碼 |
| 27 | BX | Blackstone INC | -0.1% | -9.42% | 減碼 |
| 28 | TSLA | Tesla INC | -0.1% | +0.93% | 加碼 |
| 29 | ABT | Abbott Laboratories | -0.1% | -50.40% | 減碼 |
| 30 | ORCL | Oracle CORP | -0.1% | +6.08% | 加碼 |
| 31 | AVGO | Broadcom INC | -0.1% | +3.75% | 加碼 |
| 32 | RBLX | Roblox CORP -class A | -0.2% | -0.72% | 減碼 |
| 33 | INTU | Intuit INC | -0.2% | -20.12% | 減碼 |
| 34 | TTAN | Servicetitan Inc-a | -0.2% | +0.30% | 加碼 |
| 35 | AMZN | Amazon.com INC | -0.2% | -0.34% | 減碼 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.29% | 減碼 |
| 37 | AAPL | Apple INC | -0.3% | +2.47% | 加碼 |
| 38 | NVDA | Nvidia CORP | -0.6% | -0.62% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.8% | +8.05% | 加碼 |
| 40 | TROW | T Rowe Price Group INC | -2.1% | -1.44% | 減碼 |
| 41 | DGRO | Ishares Core Dividend Growth | — | NEW | 新建倉 |
| 42 | AZN | AstraZeneca PLC | — | NEW | 新建倉 |
| 43 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清倉 |
| 44 | VTHR | Vanguard Russell 3000 | — | NEW | 新建倉 |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新建倉 |
| 46 | ACN | Accenture plc | — | EXIT | 清倉 |
| 47 | UNM | Unum Group | — | NEW | 新建倉 |
| 48 | STX | Seagate Technology Holdings plc | — | NEW | 新建倉 |
| 49 | ADBE | Adobe INC | — | EXIT | 清倉 |
| 50 | PHYS | Sprott Physical Gold Trust | — | NEW | 新建倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-29 | 13F-HR | 在 EDGAR 上查看 |
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