13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001998414
申報總市值
US$6.7億
US$6.7億
1179 檔
23.6%
在 Q3 2025 申報期間，Annis Gardner Whiting Capital Advisors, LLC（CIK: 0001998414）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$6.7億，共持有 1179 個公開申報部位。
Annis Gardner Whiting Capital Advisors, LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 9 檔股票的新建倉與 40 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Annis Gardner Whiting Capital Advisors, LLC 的前 5 大核心持股（包含 EFA, VTI, VXUS 等）合計佔整體申報市值的 23.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1179 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 | 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-循環性消費 | 1.87% | +0.20% | +38.38% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.72% | +0.51% | +58.26% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 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-循環性消費 | 0.82% | +0.06% | +465.34% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 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-通訊服務 | 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-醫療保健 | 0.65% | -0.04% | +12.66% | |
| 22 | UBER | Uber Technologies Inc | 股票-工業 | 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-大型股與成長 | 0.56% | +0.03% | -4.22% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 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-工業 | 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-循環性消費 | 0.41% | -0.02% | +42800.00% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 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-大型股與成長 | 0.40% | +0.03% | -8.02% | |
| 42 | AXON | Axon Enterprise Inc | 股票-工業 | 0.39% | +0.05% | +14650.00% | |
| 43 | SYY | Sysco CORP | 股票-非循環性消費 | 0.38% | +0.03% | +204.73% | |
| 44 | MAR | Marriott International -cl A | 股票-循環性消費 | 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-循環性消費 | 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-醫療保健 | 0.34% | -0.05% | -2.06% | |
| 49 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.34% | -0.02% | +9.99% | |
| 50 | COF | Capital One Financial CORP | 股票-金融 | 0.33% | +0.01% | +393.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +15.2% | +75369.09% | 加碼 |
| 2 | IWM | Ishares Russell 2000 ETF | +2% | +546.84% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | +49.52% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.7% | +465.34% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +58.26% | 加碼 |
| 6 | SHOP | Shopify Inc - Class A | +0.4% | +1729.61% | 加碼 |
| 7 | HRTG | Heritage Insurance Holdings | +0.3% | +514.38% | 加碼 |
| 8 | ORCL | Oracle CORP | +0.3% | +62.47% | 加碼 |
| 9 | CBRE | Cbre Group Inc - A | +0.3% | +1160.94% | 加碼 |
| 10 | COF | Capital One Financial CORP | +0.2% | +393.79% | 加碼 |
| 11 | ABNB | Airbnb Inc-class A | +0.2% | +107.21% | 加碼 |
| 12 | AIG | American International Group | +0.2% | +3583.81% | 加碼 |
| 13 | PSX | Phillips 66 | +0.2% | +2199.15% | 加碼 |
| 14 | C | Citigroup Inc | +0.2% | +124.40% | 加碼 |
| 15 | NOW | Servicenow Inc | +0.2% | +326.97% | 加碼 |
| 16 | GM | General Motors Co | +0.2% | +1938.99% | 加碼 |
| 17 | EOG | Eog Resources Inc | +0.2% | +873.13% | 加碼 |
| 18 | SYY | Sysco CORP | +0.2% | +204.73% | 加碼 |
| 19 | BLK | Blackrock Inc | +0.1% | +206.13% | 加碼 |
| 20 | ROP | Roper Technologies Inc | +0.1% | +149.31% | 加碼 |
| 21 | WFC | Wells Fargo & Co | +0.1% | +101.66% | 加碼 |
| 22 | CRM | Salesforce Inc | +0.1% | +130.50% | 加碼 |
| 23 | AVGO | Broadcom Inc | 0% | -3.04% | 加碼 |
| 24 | WBD | Warner Bros Discovery Inc | 0% | +9.99% | 加碼 |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +18.77% | 加碼 |
| 26 | UBER | Uber Technologies Inc | 0% | +43.07% | 加碼 |
| 27 | SCHW | Schwab (charles) CORP | 0% | +50.00% | 加碼 |
| 28 | HD | Home Depot Inc | -0.1% | +47.81% | 加碼 |
| 29 | V | Visa Inc-class A Shares | -0.1% | +60.83% | 加碼 |
| 30 | ICE | Intercontinental Exchange In | -0.1% | +72.34% | 加碼 |
| 31 | NFLX | Netflix Inc | -0.2% | +35.64% | 加碼 |
| 32 | META | Meta Platforms Inc-class A | -0.2% | +35.45% | 加碼 |
| 33 | GS | Goldman Sachs Group Inc | -0.3% | -9.01% | 減碼 |
| 34 | AMZN | Amazon.com Inc | -0.4% | +38.38% | 加碼 |
| 35 | JNJ | Johnson & Johnson | -0.4% | +12.66% | 加碼 |
| 36 | JPM | Jpmorgan Chase & Co | -0.4% | +7.47% | 加碼 |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.6% | -0.02% | 加碼 |
| 38 | MSFT | Microsoft CORP | -0.8% | +1.91% | 加碼 |
| 39 | AAPL | Apple Inc | -1% | +21.19% | 加碼 |
| 40 | VXUS | Vanguard Total Intl Stock | -2.5% | +0.16% | 加碼 |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -4.5% | +0.53% | 加碼 |
| 42 | ACWI | Ishares Msci Acwi ETF | — | NEW | 新建倉 |
| 43 | K4F | Onestream Inc | — | NEW | 新建倉 |
| 44 | MELI | Mercadolibre Inc | — | NEW | 新建倉 |
| 45 | AXON | Axon Enterprise Inc | — | NEW | 新建倉 |
| 46 | SDA | Sealed Air CORP | — | NEW | 新建倉 |
| 47 | PAUG | Innovator U.s. Equity Power | — | NEW | 新建倉 |
| 48 | MTN | Vail Resorts Inc | — | NEW | 新建倉 |
| 49 | SPOT | Spotify Technology S.A. | — | NEW | 新建倉 |
| 50 | PJUN | Innovator U.s. Equity Power | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Annis Gardner Whiting Capital Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$6.7億，共申報了 1179 個公開持股部位。
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別為：EFA (15.2%)、VTI (7.2%)、VXUS (4.7%)。其中最大持股部位 EFA 佔據整體投資組合約 15.2% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
ACWI
市值: US$1148.4萬
本季最大獲利了結 / 清倉標的
GS
前期市值: US$233.9萬
在 Q3 2025 季度中，Annis Gardner Whiting Capital Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 40 個部位、減碼 1 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ACWI。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。