本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Anchor Investment Management, LLC (CIK 1634149) reported $1.33B across 1,207 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($39.4M, 2.96%), AAPL ($37.6M, 2.83%), V ($36.5M, 2.75%), GOOG ($35.4M, 2.66%), SCHX ($35.1M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $39.4M | 2.96% | 105,520 | Added |
| 2 | AAPL | APPLE INC COM | $37.6M | 2.83% | 130,094 | Added |
| 3 | V | VISA INC COM CL A | $36.5M | 2.75% | 106,436 | Trimmed |
| 4 | GOOG | ALPHABET INC CAP STK CL C | $35.4M | 2.66% | 100,052 | Added |
| 5 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $35.1M | 2.64% | 1.2M | Added |
| 6 | FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $33.2M | 2.50% | 15,975 | Added |
| 7 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $25.5M | 1.92% | 213,636 | Added |
| 8 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $25.2M | 1.89% | 1.3M | Added |
| 9 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $25.2M | 1.89% | 1.2M | Added |
| 10 | QQQM | INVESCO NASDAQ 100 ETF | $23.4M | 1.76% | 77,218 | Trimmed |
| 11 | BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $23.1M | 1.74% | 1.2M | Added |
| 12 | GOOGL | ALPHABET INC CAP STK CL A | $22.7M | 1.71% | 63,507 | Trimmed |
| 13 | ABBV | ABBVIE INC COM | $21.7M | 1.63% | 86,246 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON COM | $21.5M | 1.62% | 84,604 | Trimmed |
| 15 | GLW | CORNING INC COM | $19.1M | 1.44% | 74,897 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION COM | $18.2M | 1.37% | 90,989 | Added |
| 17 | AMZN | AMAZON COM INC COM | $17.5M | 1.32% | 73,472 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $17.5M | 1.31% | 34,902 | Trimmed |
| 19 | QQQ | INVESCO QQQ TRUST SERIES I | $16.3M | 1.23% | 22,158 | Trimmed |
| 20 | LLY | ELI LILLY & CO COM | $15.2M | 1.14% | 12,682 | Trimmed |
| 21 | MU | MICRON TECHNOLOGY INC COM | $14.2M | 1.07% | 12,303 | Added |
| 22 | CAT | CATERPILLAR INC COM | $12.6M | 0.95% | 11,863 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO COM | $12.6M | 0.95% | 38,543 | Trimmed |
| 24 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $12.2M | 0.92% | 89,385 | New |
| 25 | UNP | UNION PAC CORP COM | $12.1M | 0.91% | 44,559 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30