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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 111
减持 16
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$4.4M
104,950
+5%
增持
VXUS
VANGUARD STAR FDS
+$4.4M
310,248
+13%
增持
MSFT
MICROSOFT CORP
+$3.4M
22,418
+9%
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
NVDA
NVIDIA CORPORATION
+$3.0M
46,327
+16%
增持
META
META PLATFORMS INC
+$1.4M
7,651
+5%
增持
AMZN
AMAZON COM INC
+$1.3M
29,805
+7%
增持
AVGO
BROADCOM INC
+$1.1M
8,511
+10%
减持
NFLX
NETFLIX INC
+$911.6K
2,343
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$853.7K
14,750
+6%
建仓
PJUN
INNOVATOR ETFS TRUST
+$830.0K
20,875
增持
GS
GOLDMAN SACHS GROUP INC
+$787.6K
4,418
+3%
增持
GOOGL
ALPHABET INC
+$773.3K
21,663
+10%
建仓
—
ONESTREAM INC
+$705.9K
24,969
建仓
PAPR
INNOVATOR ETFS TRUST
+$699.2K
18,750
增持
ORCL
ORACLE CORP
+$671.7K
7,163
+12%
增持
ABNB
AIRBNB INC
+$604.7K
5,132
+724%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$581.7K
72,030
+4%
建仓
TCAL
T ROWE PRICE ETF INC
+$532.1K
21,541
增持
AAPL
APPLE INC
-$528.3K
33,814
+1%
增持
GOGO
GOGO INC
+$510.0K
78,590
+5%
增持
GE
GE AEROSPACE
+$462.1K
7,890
+1%
增持
ESGD
ISHARES TR
+$454.1K
30,384
+10%
增持
UBER
UBER TECHNOLOGIES INC
+$443.6K
20,778
+1%
建仓
KMAY
INNOVATOR ETFS TRUST
+$412.1K
15,700
增持
GSIE
GOLDMAN SACHS ETF TR
+$386.6K
29,744
+34%
增持
GOOG
ALPHABET INC
+$373.8K
12,120
+7%
建仓
KDEC
INNOVATOR ETFS TRUST
+$373.1K
15,525
建仓
BAPR
INNOVATOR ETFS TRUST
+$347.9K
7,700
减持
GEV
GE VERNOVA INC
+$341.8K
1,719
-8%
增持
PDEC
INNOVATOR ETFS TRUST
+$341.4K
16,164
+99%
增持
SCHM
SCHWAB STRATEGIC TR
+$336.2K
36,559
+39%
减持
PGR
PROGRESSIVE CORP
-$334.6K
13,953
-3%
增持
MAR
MARRIOTT INTL INC NEW
+$327.4K
6,997
+5%
建仓
BWIN
THE BALDWIN INSURANCE GRP IN
+$327.2K
7,643
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$325.5K
30,465
+24%
增持
IYW
ISHARES TR
+$319.0K
2,175
+428%
增持
V
VISA INC
+$298.2K
5,101
+18%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$296.2K
17,211
+4%
增持
ESML
ISHARES TR
+$286.9K
29,294
+22%
建仓
IJUN
INNOVATOR ETFS TRUST
+$286.4K
10,325
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$283.9K
1,250
增持
ESGU
ISHARES TR
+$266.0K
17,717
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$256.9K
16,770
+3%
增持
TSLA
TESLA INC
+$254.4K
1,581
+65%
减持
UNH
UNITEDHEALTH GROUP INC
-$252.4K
787
-17%
增持
GSLC
GOLDMAN SACHS ETF TR
+$233.4K
3,371
+111%
减持
PLPC
PREFORMED LINE PRODS CO
-$228.3K
500
-77%
增持
CVX
CHEVRON CORP NEW
-$228.3K
9,958
+1%
减持
USLM
UNITED STS LIME & MINERALS I
-$226.1K
1,100
-71%
增持
LRCX
LAM RESEARCH CORP
+$223.9K
7,780
+6%
增持
ESGE
ISHARES INC
+$220.2K
17,916
+30%
增持
ADSK
AUTODESK INC
+$216.3K
3,241
+8%
增持
INTU
INTUIT
+$215.9K
858
+15%
增持
PYPL
PAYPAL HLDGS INC
+$209.9K
11,859
+15%
增持
ICLN
ISHARES TR
+$206.5K
68,627
+13%
增持
CRM
SALESFORCE INC
+$202.1K
2,518
+39%
增持
CSCO
CISCO SYS INC
+$201.6K
17,359
+7%
减持
SPY
SPDR S&P 500 ETF TR
+$197.2K
4,242
-2%
增持
VOO
VANGUARD INDEX FDS
+$195.6K
3,393
+0%
增持
ROP
ROPER TECHNOLOGIES INC
+$192.9K
1,083
+52%
减持
TXN
TEXAS INSTRS INC
+$192.5K
6,908
-0%
增持
NOW
SERVICENOW INC
+$186.7K
304
+92%
增持
WMT
WALMART INC
+$186.5K
7,191
+23%
减持
NDAQ
NASDAQ INC
-$186.0K
409
-86%
建仓
EFV
ISHARES TR
+$183.6K
2,892
增持
C
CITIGROUP INC
+$182.7K
12,022
+2%
增持
IONS
IONIS PHARMACEUTICALS INC
+$181.9K
12,801
+19%
增持
MGM
MGM RESORTS INTERNATIONAL
+$179.5K
33,025
+2%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$175.0K
2,817
+6%
增持
HRTG
HERITAGE INSURANCE HLDGS INC
+$167.6K
12,500
+25%
减持
BND
VANGUARD BD INDEX FDS
-$166.1K
16,383
-12%
增持
DIS
DISNEY WALT CO
+$164.6K
5,917
+3%
增持
VB
VANGUARD INDEX FDS
+$161.2K
8,841
+1%
增持
MKL
MARKEL GROUP INC
+$161.2K
720
+5%
增持
BA
BOEING CO
+$159.0K
3,295
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$151.0K
1,557
+114%
增持
SMP
STANDARD MTR PRODS INC
+$150.7K
23,800
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$150.2K
4,528
+18%
增持
RTX
RTX CORPORATION
+$149.6K
2,963
+39%
增持
SCHA
SCHWAB STRATEGIC TR
+$146.9K
23,431
+23%
增持
PM
PHILIP MORRIS INTL INC
+$146.8K
2,610
+26%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$146.6K
48,367
-3%
增持
COST
COSTCO WHSL CORP NEW
+$145.3K
678
+22%
增持
VICI
VICI PPTYS INC
+$143.1K
4,545
+2813%
增持
IWD
ISHARES TR
+$141.1K
1,306
+118%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$135.1K
1,657
+17%
增持
WFC
WELLS FARGO CO NEW
+$134.9K
14,052
+2%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$133.3K
10,883
+7%
增持
MOV
MOVADO GROUP INC
+$130.0K
31,000
+51%
增持
BKNG
BOOKING HOLDINGS INC
+$128.8K
105
+1%
增持
IWF
ISHARES TR
+$127.3K
311
+2292%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$127.2K
1,836
建仓
RHP
RYMAN HOSPITALITY PPTYS INC
+$125.5K
1,258
增持
ODC
OIL DRI CORP AMER
+$124.3K
6,000
+20%
减持
FISV
FISERV INC
-$124.1K
2,147
-4%
减持
OGN
ORGANON & CO
-$123.4K
1,015
-89%
减持
DOW
DOW INC
-$122.7K
187
-95%
清仓
—
EASTERLY GOVT PPTYS INC
-$120.4K
0
-100%
增持
MS
MORGAN STANLEY
+$120.2K
3,522
+9%
增持
COF
CAPITAL ONE FINL CORP
+$120.0K
1,545
+33%
增持
JNJ
JOHNSON & JOHNSON
-$118.3K
15,160
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$118.2K
2,656
+5%
增持
COP
CONOCOPHILLIPS
-$116.1K
12,317
+6%
增持
IEFA
ISHARES TR
+$111.6K
2,808
+73%
增持
—
LYONDELLBASELL INDUSTRIES N
+$109.8K
2,227
+725%
增持
KO
COCA COLA CO
+$107.4K
8,905
+22%
增持
MA
MASTERCARD INCORPORATED
+$106.2K
2,248
+6%
增持
AXP
AMERICAN EXPRESS CO
+$103.6K
825
+39%
增持
HON
HONEYWELL INTL INC
+$101.0K
1,943
+17%
建仓
DEA
EASTERLY GOVT PPTYS INC
+$100.9K
4,544
增持
PNC
PNC FINL SVCS GROUP INC
+$100.2K
1,814
+34%
增持
WBD
WARNER BROS DISCOVERY INC
+$99.3K
76,865
+6%
减持
SGOV
ISHARES TR
-$97.3K
1,105
-47%
增持
RDN
RADIAN GROUP INC
+$97.0K
32,133
+0%
增持
EMR
EMERSON ELEC CO
+$96.3K
3,236
+6%
增持
BNY
BANK NEW YORK MELLON CORP
+$96.2K
1,929
+103%
建仓
BMAY
INNOVATOR ETFS TRUST
+$95.6K
2,265
减持
NATH
NATHANS FAMOUS INC NEW
-$94.6K
800
-58%
增持
IMKTA
INGLES MKTS INC
+$90.6K
7,800
+26%
增持
AMAT
APPLIED MATLS INC
+$89.8K
1,800
+9%
增持
ENOV
ENOVIS CORPORATION
+$87.5K
4,686
+201%
增持
EBAY
EBAY INC.
+$87.5K
12,574
+0%
增持
ETD
ETHAN ALLEN INTERIORS INC
+$86.8K
8,090
+62%
增持
XLK
SELECT SECTOR SPDR TR
+$86.7K
595
+92%
增持
CAT
CATERPILLAR INC
+$85.5K
841
+15%
增持
EFA
ISHARES TR
+$85.2K
1,045
+945%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$85.1K
7,132
+1%
增持
ABT
ABBOTT LABS
+$84.8K
6,930
+7%
增持
USB
US BANCORP DEL
+$84.1K
3,566
+95%
增持
BLK
BLACKROCK INC
+$83.9K
310
+22%
增持
IIIN
INSTEEL INDS INC
+$83.1K
7,606
+0%
建仓
PAVE
GLOBAL X FDS
+$81.3K
1,866
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$81.0K
5,230
增持
MRNA
MODERNA INC
+$80.5K
10,654
+42%
增持
—
DIAMOND HILL INVT GROUP INC
+$80.1K
3,500
+17%
增持
CME
CME GROUP INC
+$79.5K
531
+111%
增持
DE
DEERE & CO
+$79.3K
834
+13%
清仓
CODI
COMPASS DIVERSIFIED
-$79.0K
0
-100%
建仓
EMXC
ISHARES INC
+$78.3K
1,240
增持
ISRG
INTUITIVE SURGICAL INC
+$77.1K
347
+54%
增持
WMB
WILLIAMS COS INC
+$77.0K
4,596
+30%
增持
PEP
PEPSICO INC
-$76.0K
4,800
+1%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$74.8K
1,475
增持
HD
HOME DEPOT INC
+$74.6K
2,803
+8%
增持
CART
MAPLEBEAR INC
+$73.6K
4,814
+33%
增持
SYK
STRYKER CORPORATION
+$73.3K
2,780
+1%
增持
FCX
FREEPORT-MCMORAN INC
+$72.8K
10,895
+3%
建仓
KJUN
INNOVATOR ETFS TRUST
+$72.4K
2,800
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$72.2K
496
+56%
建仓
—
MICROCHIP TECHNOLOGY INC.
+$72.0K
1,080
