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Annis Gardner Whiting Capital Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Annis Gardner Whiting Capital Advisors, LLC
报告期 2026-03-31 · CIK 0001998414
持仓数
1,330
前50大市值合计
$409.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 106
减持 18
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
EFA
ISHARES TR
+$5.7M
616,075
+7%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
6,708
+14%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.9M
13,264
-74%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
+$2.3M
19,127
+25%
增持
VTI
VANGUARD INDEX FDS
+$1.9M
60,057
+4%
增持
PGR
PROGRESSIVE CORP
+$1.5M
16,710
+38%
增持
AMZN
AMAZON COM INC
+$1.4M
31,445
+12%
增持
META
META PLATFORMS INC
+$1.2M
5,335
+31%
增持
ACWI
ISHARES TR
+$1.2M
70,018
+9%
减持
BWIN
BRP GROUP INC
+$1.1M
309,130
-5%
清仓
KKR
KKR & CO INC
-$895.2K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$819.9K
53,363
+38%
增持
ESGU
ISHARES TR
+$804.8K
14,606
+75%
增持
IWM
ISHARES TR
+$768.2K
36,292
+6%
增持
ESGD
ISHARES TR
+$686.7K
24,901
+44%
增持
GOOGL
ALPHABET INC
+$590.2K
19,015
+17%
增持
—
EXXON MOBIL CORP
+$576.5K
8,737
+99%
增持
NFLX
NETFLIX INC
+$556.6K
2,426
+29%
增持
MRK
MERCK & CO INC
+$503.0K
7,023
+80%
增持
PSX
PHILLIPS 66
+$458.6K
2,928
+1878%
增持
GM
GENERAL MTRS CO
+$430.9K
20,695
+46%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$425.4K
3,871
-3%
增持
IVE
ISHARES TR
+$418.8K
2,846
+339%
建仓
ITOT
ISHARES TR
+$403.3K
3,498
增持
DE
DEERE & CO
+$392.1K
1,626
+135%
增持
V
VISA INC
+$379.0K
6,986
+16%
增持
WEN
WENDYS CO
+$372.8K
19,920
+18175%
增持
AVGO
BROADCOM INC
+$364.5K
864
+23%
增持
LLY
ELI LILLY & CO
+$361.3K
1,129
+27%
增持
WFC
WELLS FARGO CO NEW
+$356.1K
23,373
+15%
建仓
PAYC
PAYCOM SOFTWARE INC
+$354.0K
1,779
增持
COF
CAPITAL ONE FINL CORP
+$343.6K
10,460
+13%
增持
JPM
JPMORGAN CHASE & CO
+$338.9K
6,080
+18%
增持
MA
MASTERCARD INCORPORATED
+$326.6K
2,267
+26%
增持
SPY
SPDR S&P 500 ETF TR
+$310.4K
4,329
+5%
增持
SYK
STRYKER CORPORATION
+$305.7K
3,052
+16%
增持
DIS
DISNEY WALT CO
+$304.6K
5,252
+41%
建仓
PDEC
INNOVATOR ETFS TRUST
+$297.1K
8,119
增持
AMD
ADVANCED MICRO DEVICES INC
+$296.4K
6,122
+12%
建仓
PMAR
INNOVATOR ETFS TRUST
+$292.6K
7,949
增持
AAPL
APPLE INC
+$291.4K
30,788
+19%
增持
BAC
BANK AMERICA CORP
+$289.9K
29,341
+20%
增持
—
EATON CORP PLC
+$289.8K
1,764
+62%
建仓
VXF
VANGUARD INDEX FDS
+$287.3K
1,639
增持
KMB
KIMBERLY-CLARK CORP
+$283.8K
2,662
+416%
增持
CMCSA
COMCAST CORP NEW
+$279.2K
23,214
+40%
增持
CRM
SALESFORCE INC
+$275.6K
1,736
+84%
减持
BILL
BILL HOLDINGS INC
-$271.9K
127
-96%
增持
QCOM
QUALCOMM INC
+$271.8K
2,023
+314%
增持
HD
HOME DEPOT INC
+$270.8K
2,676
+23%
增持
AMGN
AMGEN INC
+$270.8K
2,869
+52%
增持
VUG
VANGUARD INDEX FDS
+$266.0K
940
+408%
增持
WBD
WARNER BROS DISCOVERY INC
-$261.2K
129,360
+6%
增持
VTV
VANGUARD INDEX FDS
+$258.9K
1,989
+357%
增持
UNH
UNITEDHEALTH GROUP INC
+$257.7K
1,571
+59%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$252.3K
5,000
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$252.2K
17,817
+27%
增持
AEP
AMERICAN ELEC PWR CO INC
+$249.4K
3,381
+559%
增持
—
ASML HOLDING N V
+$248.9K
609
+35%
增持
GOOG
ALPHABET INC
+$239.1K
9,776
+10%
增持
ABBV
ABBVIE INC
+$228.4K
4,864
+15%
减持
WDAY
WORKDAY INC
-$226.5K
460
-64%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$220.6K
1,109
+39%
减持
VXUS
VANGUARD STAR FDS
+$217.7K
192,104
-2%
增持
TSLA
TESLA INC
-$216.7K
6,235
+18%
建仓
HRTG
HERITAGE INSURANCE HLDGS INC
+$213.0K
20,000
增持
C
CITIGROUP INC
+$207.6K
12,797
+9%
增持
VOO
VANGUARD INDEX FDS
+$203.3K
3,328
+4%
建仓
SPYG
SPDR SER TR
+$199.7K
2,730
增持
GE
GENERAL ELECTRIC CO
+$197.8K
2,316
+42%
增持
ESML
ISHARES TR
+$194.3K
21,441
+22%
增持
TTD
THE TRADE DESK INC
+$188.8K
10,592
+3%
增持
—
INTERPUBLIC GROUP COS INC
+$186.8K
24,209
+31%
增持
OMC
OMNICOM GROUP INC
+$186.3K
1,963
+3284%
建仓
ARM
ARM HOLDINGS PLC
+$184.9K
1,480
增持
MCK
MCKESSON CORP
+$179.4K
772
+52%
减持
FISV
FISERV INC
+$179.1K
8,043
-3%
增持
—
KELLANOVA
+$178.6K
3,168
+5992%
增持
IVW
ISHARES TR
+$178.6K
5,850
+39%
增持
GWW
GRAINGER W W INC
+$175.1K
186
+994%
建仓
NTAP
NETAPP INC
+$170.6K
1,625
建仓
GEN
GEN DIGITAL INC
+$169.7K
7,578
减持
WING
WINGSTOP INC
+$169.4K
1,725
-4%
建仓
—
AMDOCS LTD
+$169.2K
1,863
减持
UBER
UBER TECHNOLOGIES INC
+$169.1K
12,849
-4%
增持
AXP
AMERICAN EXPRESS CO
+$168.1K
1,124
+140%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$166.2K
4,387
+170%
建仓
FLOT
ISHARES TR
+$165.6K
3,243
增持
CAT
CATERPILLAR INC
+$164.5K
1,027
+43%
增持
BIIB
BIOGEN INC
+$164.4K
790
+3335%
增持
PG
PROCTER AND GAMBLE CO
+$159.1K
6,795
+6%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$158.0K
0
-100%
建仓
HOG
HARLEY DAVIDSON INC
+$157.5K
3,600
清仓
PCTY
PAYLOCITY HLDG CORP
-$157.4K
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$157.2K
2,488
+3%
增持
EBAY
EBAY INC.
+$157.0K
3,358
+622%
增持
—
BLACKROCK INC
+$154.6K
426
+72%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$154.0K
6,243
+14%
增持
FND
FLOOR & DECOR HLDGS INC
+$153.3K
7,556
+2%
增持
ESGE
ISHARES INC
+$151.5K
10,738
+77%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$151.3K
44
-98%
建仓
FLS
FLOWSERVE CORP
+$148.6K
3,238
增持
NVO
NOVO-NORDISK A S
+$148.4K
2,348
+56%
增持
AMP
AMERIPRISE FINL INC
+$147.4K
396
+474%
增持
AIG
AMERICAN INTL GROUP INC
+$146.6K
8,962
+10%
增持
D
DOMINION ENERGY INC
+$146.6K
3,182
+1401%
增持
JNJ
JOHNSON & JOHNSON
+$143.5K
9,339
+10%
减持
EOG
EOG RES INC
-$141.9K
6,036
-20%
增持
PANW
PALO ALTO NETWORKS INC
+$141.2K
2,530
+29%
减持
IRM
IRON MTN INC DEL
-$139.4K
585
-78%
建仓
SEIC
SEI INVTS CO
+$139.1K
1,935
减持
ORCL
ORACLE CORP
+$138.9K
10,841
-7%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$137.1K
5,426
+23%
增持
TGT
TARGET CORP
+$134.1K
1,767
+41%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$129.1K
1,385
+25%
建仓
SGI
TEMPUR SEALY INTL INC
+$127.6K
2,245
建仓
SMMD
ISHARES TR
+$127.4K
1,942
增持
WM
WASTE MGMT INC DEL
+$126.9K
1,599
+34%
增持
AMAT
APPLIED MATLS INC
+$122.8K
1,732
+20%
建仓
CG
CARLYLE GROUP INC
+$122.6K
2,613
增持
VO
VANGUARD INDEX FDS
+$122.4K
947
+93%
建仓
PII
POLARIS INC
+$121.9K
1,218
增持
NTRA
NATERA INC
+$121.4K
3,540
+10%
增持
WAB
WABTEC
+$121.1K
915
+853%
增持
GOGO
GOGO INC
+$120.9K
66,036
+46%
增持
EXAS
EXACT SCIENCES CORP
+$117.4K
9,135
+32%
增持
SNPS
SYNOPSYS INC
+$116.7K
261
+314%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$116.7K
4,000
增持
WMT
WALMART INC
+$116.0K
6,311
+277%
增持
ISRG
INTUITIVE SURGICAL INC
+$115.7K
409
+190%
增持
UPS
UNITED PARCEL SERVICE INC
+$113.5K
1,953
+74%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$112.9K
3,795
-9%
增持
COR
CENCORA INC
+$112.0K
543
+460%
减持
—
LAM RESEARCH CORP
-$110.8K
800
-29%
增持
MAS
MASCO CORP
+$110.2K
1,422
+4640%
增持
RTX
RTX CORPORATION
+$109.7K
2,551
+54%
建仓
CPB
CAMPBELL SOUP CO
+$108.0K
2,430
增持
SHW
SHERWIN WILLIAMS CO
+$106.4K
485
+144%
清仓
VAW
VANGUARD WORLD FDS
-$106.4K
0
-100%
增持
—
BLACKROCK ETF TRUST
+$105.7K
13,858
+54%
减持
MAR
MARRIOTT INTL INC NEW
+$105.6K
7,272
-5%
减持
—
NEW YORK CMNTY BANCORP INC
-$105.6K
1,033
-90%
增持
ABNB
AIRBNB INC
+$104.9K
3,564
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$104.4K
559
+69%
增持
GNTX
GENTEX CORP
+$103.8K
3,017
+1797%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$102.8K
17,305
-2%
增持
IJH
ISHARES TR
+$100.9K
3,208
+846%
增持
IQV
IQVIA HLDGS INC
+$100.5K
2,143
+12%
增持
GIS
GENERAL MLS INC
+$100.2K
2,252
+156%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$99.2K
1,541
+29%
