13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001998414
申报总市值
US$6.7亿
US$6.7亿
1179 檔
23.6%
在 Q3 2025 申报期间，Annis Gardner Whiting Capital Advisors, LLC（CIK: 0001998414）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$6.7亿，共持有 1179 个公开申报仓位。
在 Q3 2025，Annis Gardner Whiting Capital Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 40 个既有持股进行加仓（合计增持 49 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Annis Gardner Whiting Capital Advisors, LLC 的前 5 大核心持股（包含 EFA, VTI, VXUS 等）合计占整体申报市值的 23.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1179 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 15.19% | +0.02% | +75369.09% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.16% | +0.48% | +0.53% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.71% | +0.14% | +0.16% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.73% | +0.29% | +546.84% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.67% | +0.31% | +49.52% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | -0.04% | +1.91% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.37% | +0.12% | — | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.15% | +0.22% | +21.19% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.87% | +0.20% | +38.38% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | +0.51% | +58.26% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.57% | +0.36% | +35.45% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | +0.03% | +7.47% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.89% | +0.16% | -0.02% | |
| 14 | TSLA | Tesla Inc | 股票-周期性消费 | 0.82% | +0.06% | +465.34% | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 0.79% | -0.11% | +35.64% | |
| 16 | K4F | Onestream Inc | 股票-其他 | 0.78% | -0.87% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | +0.23% | +18.77% | |
| 18 | PGR | Progressive CORP | 股票-金融 | 0.69% | +0.01% | -2.34% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.03% | +62.47% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.66% | +0.03% | -9.01% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.04% | +12.66% | |
| 22 | UBER | Uber Technologies Inc | 股票-工业 | 0.60% | -0.01% | +43.07% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.58% | — | +0.07% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.02% | +60.83% | |
| 25 | C | Citigroup Inc | 股票-金融 | 0.56% | +0.09% | +124.40% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.56% | +0.17% | -3.04% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | +0.03% | -4.22% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.55% | +0.02% | +2.52% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | +0.05% | +16.66% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.53% | +0.03% | — | |
| 31 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.50% | -0.03% | +50.00% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | -0.01% | +101.66% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.48% | +0.03% | -2.43% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | +0.03% | +1.48% | |
| 35 | GE | General Electric | 股票-工业 | 0.47% | +0.08% | -4.94% | |
| 36 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.44% | -0.03% | +1729.61% | |
| 37 | ICE | Intercontinental Exchange In | 股票-金融 | 0.43% | -0.07% | +72.34% | |
| 38 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.41% | -0.02% | +42800.00% | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.41% | -0.02% | +13.89% | |
| 40 | HRTG | Heritage Insurance Holdings | 股票-其他 | 0.40% | +0.03% | +514.38% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.40% | +0.03% | -8.02% | |
| 42 | AXON | Axon Enterprise Inc | 股票-工业 | 0.39% | +0.05% | +14650.00% | |
| 43 | SYY | Sysco CORP | 股票-非周期性消费 | 0.38% | +0.03% | +204.73% | |
| 44 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.37% | +0.01% | -1.09% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.37% | -0.01% | +2.80% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.35% | -0.01% | +47.81% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.34% | — | +30.47% | |
| 48 | PFE | Pfizer Inc | 股票-医疗保健 | 0.34% | -0.05% | -2.06% | |
| 49 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.34% | -0.02% | +9.99% | |
| 50 | COF | Capital One Financial CORP | 股票-金融 | 0.33% | +0.01% | +393.79% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +15.2% | +75369.09% | 加仓 |
| 2 | IWM | Ishares Russell 2000 ETF | +2% | +546.84% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.9% | +49.52% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.7% | +465.34% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +58.26% | 加仓 |
| 6 | SHOP | Shopify Inc - Class A | +0.4% | +1729.61% | 加仓 |
| 7 | HRTG | Heritage Insurance Holdings | +0.3% | +514.38% | 加仓 |
| 8 | ORCL | Oracle CORP | +0.3% | +62.47% | 加仓 |
| 9 | CBRE | Cbre Group Inc - A | +0.3% | +1160.94% | 加仓 |
| 10 | COF | Capital One Financial CORP | +0.2% | +393.79% | 加仓 |
| 11 | ABNB | Airbnb Inc-class A | +0.2% | +107.21% | 加仓 |
| 12 | AIG | American International Group | +0.2% | +3583.81% | 加仓 |
| 13 | PSX | Phillips 66 | +0.2% | +2199.15% | 加仓 |
| 14 | C | Citigroup Inc | +0.2% | +124.40% | 加仓 |
| 15 | NOW | Servicenow Inc | +0.2% | +326.97% | 加仓 |
| 16 | GM | General Motors Co | +0.2% | +1938.99% | 加仓 |
| 17 | EOG | Eog Resources Inc | +0.2% | +873.13% | 加仓 |
| 18 | SYY | Sysco CORP | +0.2% | +204.73% | 加仓 |
| 19 | BLK | Blackrock Inc | +0.1% | +206.13% | 加仓 |
| 20 | ROP | Roper Technologies Inc | +0.1% | +149.31% | 加仓 |
| 21 | WFC | Wells Fargo & Co | +0.1% | +101.66% | 加仓 |
| 22 | CRM | Salesforce Inc | +0.1% | +130.50% | 加仓 |
| 23 | AVGO | Broadcom Inc | 0% | -3.04% | 加仓 |
| 24 | WBD | Warner Bros Discovery Inc | 0% | +9.99% | 加仓 |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +18.77% | 加仓 |
| 26 | UBER | Uber Technologies Inc | 0% | +43.07% | 加仓 |
| 27 | SCHW | Schwab (charles) CORP | 0% | +50.00% | 加仓 |
| 28 | HD | Home Depot Inc | -0.1% | +47.81% | 加仓 |
| 29 | V | Visa Inc-class A Shares | -0.1% | +60.83% | 加仓 |
| 30 | ICE | Intercontinental Exchange In | -0.1% | +72.34% | 加仓 |
| 31 | NFLX | Netflix Inc | -0.2% | +35.64% | 加仓 |
| 32 | META | Meta Platforms Inc-class A | -0.2% | +35.45% | 加仓 |
| 33 | GS | Goldman Sachs Group Inc | -0.3% | -9.01% | 减仓 |
| 34 | AMZN | Amazon.com Inc | -0.4% | +38.38% | 加仓 |
| 35 | JNJ | Johnson & Johnson | -0.4% | +12.66% | 加仓 |
| 36 | JPM | Jpmorgan Chase & Co | -0.4% | +7.47% | 加仓 |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.6% | -0.02% | 加仓 |
| 38 | MSFT | Microsoft CORP | -0.8% | +1.91% | 加仓 |
| 39 | AAPL | Apple Inc | -1% | +21.19% | 加仓 |
| 40 | VXUS | Vanguard Total Intl Stock | -2.5% | +0.16% | 加仓 |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -4.5% | +0.53% | 加仓 |
| 42 | ACWI | Ishares Msci Acwi ETF | — | NEW | 新建仓 |
| 43 | K4F | Onestream Inc | — | NEW | 新建仓 |
| 44 | MELI | Mercadolibre Inc | — | NEW | 新建仓 |
| 45 | AXON | Axon Enterprise Inc | — | NEW | 新建仓 |
| 46 | SDA | Sealed Air CORP | — | NEW | 新建仓 |
| 47 | PAUG | Innovator U.s. Equity Power | — | NEW | 新建仓 |
| 48 | MTN | Vail Resorts Inc | — | NEW | 新建仓 |
| 49 | SPOT | Spotify Technology S.A. | — | NEW | 新建仓 |
| 50 | PJUN | Innovator U.s. Equity Power | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Annis Gardner Whiting Capital Advisors, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$6.7亿，共申报了 1179 个公开持股仓位。
在 Q3 2025 季度，Annis Gardner Whiting Capital Advisors, LLC 按市值排列的前三大核心持股分别为：EFA (15.2%)、VTI (7.2%)、VXUS (4.7%)。其中最大持股仓位 EFA 占据整体投资组合约 15.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
ACWI
市值: US$1148.4万
本季最大获利了结 / 清仓标的
GS
前期市值: US$233.9万
在 Q3 2025 季度中，Annis Gardner Whiting Capital Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 40 个仓位、减仓 1 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 ACWI。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。