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
1209 檔
24.5%
Q4 2025 季度申報顯示，Annis Gardner Whiting Capital Advisors, LLC 揭露的美股組合總市值為 US$6.7億，涵蓋 1209 個不同之權益投資部位。
在 Q4 2025，Annis Gardner Whiting Capital Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 38 個既有持股進行加碼（合計增持 39 檔），相較減碼與清倉部位顯著佔優。
整體而言，Annis Gardner Whiting Capital Advisors, LLC 的前 5 大持股（包含 EFA, VTI, VXUS）貢獻了組合市值的 24.5%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 1209 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 | 14.35% | +0.02% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.82% | +0.48% | +1.77% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.51% | +0.14% | +1.48% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.73% | +0.31% | +11.54% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.56% | +0.29% | — | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.36% | +0.22% | +11.70% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | -0.04% | +11.28% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.23% | +0.12% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.12% | +0.51% | +4.04% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.88% | +0.20% | +3.95% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | +0.36% | +4.94% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | +0.03% | +21.69% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | +0.23% | +8.78% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.85% | +0.16% | — | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 0.84% | +0.06% | +10.34% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.04% | +13.96% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 0.76% | +0.17% | +40.55% | |
| 18 | K4F | Onestream Inc | 股票-其他 | 0.72% | -0.87% | EXIT | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.70% | +0.03% | +4.00% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | +0.05% | +32.33% | |
| 21 | C | Citigroup Inc | 股票-金融 | 0.60% | +0.09% | +0.65% | |
| 22 | PGR | Progressive CORP | 股票-金融 | 0.59% | +0.01% | -0.04% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.02% | +2.34% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.55% | — | -0.10% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | +0.03% | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.52% | +0.02% | +2.52% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | -0.01% | +1.31% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.49% | +0.03% | -1.12% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.49% | -0.02% | +12.22% | |
| 30 | GE | General Electric | 股票-工業 | 0.48% | +0.08% | +10.45% | |
| 31 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.48% | -0.03% | +1.30% | |
| 32 | UBER | Uber Technologies Inc | 股票-工業 | 0.46% | -0.01% | -0.09% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.45% | +0.03% | +0.72% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | +0.03% | +1.87% | |
| 35 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.44% | -0.03% | -0.22% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.03% | +1.90% | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 0.43% | -0.11% | +665.83% | |
| 38 | HRTG | Heritage Insurance Holdings | 股票-其他 | 0.43% | +0.03% | +0.10% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | +0.03% | +33.21% | |
| 40 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.40% | +0.01% | -1.81% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.13% | +35.58% | |
| 42 | ICE | Intercontinental Exchange In | 股票-金融 | 0.38% | -0.07% | -0.27% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.37% | +0.03% | — | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.37% | -0.01% | +35.36% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.36% | -0.01% | +5.67% | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.35% | +0.01% | +0.93% | |
| 47 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.35% | +0.01% | -0.82% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.34% | +0.15% | +37.16% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | -0.60% | +51.72% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.33% | +0.15% | +3.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.04% | 加碼 |
| 2 | AAPL | Apple Inc | +0.2% | +11.70% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | +8.78% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.2% | +40.55% | 加碼 |
| 5 | DVY | Ishares Select Dividend ETF | +0.2% | +393.16% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +21.69% | 加碼 |
| 7 | VB | Vanguard Small-cap ETF | +0.1% | +32.33% | 加碼 |
| 8 | AMD | Advanced Micro Devices | +0.1% | +40.18% | 加碼 |
| 9 | MU | Micron Technology Inc | +0.1% | +207.61% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +13.96% | 加碼 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +51.72% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.1% | +23.82% | 加碼 |
| 13 | WM | Waste Management Inc | +0.1% | +171.93% | 加碼 |
| 14 | BAC | Bank Of America CORP | +0.1% | +33.21% | 加碼 |
| 15 | PNC | Pnc Financial Services Group | +0.1% | +187.30% | 加碼 |
| 16 | APP | Applovin Corp-class A | +0.1% | +3430.43% | 加碼 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | +121.41% | 加碼 |
| 18 | VO | Vanguard Mid-cap ETF | +0.1% | +94.72% | 加碼 |
| 19 | CAT | Caterpillar Inc | +0.1% | +93.86% | 加碼 |
| 20 | PLD | Prologis Inc | +0.1% | +150.18% | 加碼 |
| 21 | APO | Apollo Global Management Inc | +0.1% | +1798.24% | 加碼 |
| 22 | AMGN | Amgen Inc | +0.1% | +12.22% | 加碼 |
| 23 | BNY | Bank Of New York Mellon CORP | +0.1% | +239.41% | 加碼 |
| 24 | IYW | Ishares Ustechnology ETF | +0.1% | +567.23% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +62.34% | 加碼 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +103.36% | 加碼 |
| 27 | CVX | Chevron CORP | +0.1% | +35.58% | 加碼 |
| 28 | GD | General Dynamics CORP | +0.1% | +61.07% | 加碼 |
| 29 | NVDA | Nvidia CORP | +0.1% | +11.54% | 加碼 |
| 30 | GS | Goldman Sachs Group Inc | 0% | +4.00% | 加碼 |
| 31 | TSLA | Tesla Inc | 0% | +10.34% | 加碼 |
| 32 | AMZN | Amazon.com Inc | 0% | +3.95% | 加碼 |
| 33 | TGNA | Tegna Inc | -0.1% | -99.94% | 減碼 |
| 34 | MSFT | Microsoft CORP | -0.1% | +11.28% | 加碼 |
| 35 | UBER | Uber Technologies Inc | -0.1% | -0.09% | 減碼 |
| 36 | NOW | Servicenow Inc | -0.2% | +99.69% | 加碼 |
| 37 | VXUS | Vanguard Total Intl Stock | -0.2% | +1.48% | 加碼 |
| 38 | ORCL | Oracle CORP | -0.2% | +1.90% | 加碼 |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | +1.77% | 加碼 |
| 40 | NFLX | Netflix Inc | -0.4% | +665.83% | 加碼 |
| 41 | EFA | Ishares Msci Eafe ETF | -0.8% | — | 不變 |
| 42 | SMP | Standard Motor Prods | — | EXIT | 清倉 |
| 43 | MLI | Mueller Industries Inc | — | EXIT | 清倉 |
| 44 | FPEI | First Trust Institutional Pr | — | NEW | 新建倉 |
| 45 | IMKTA | Ingles Markets Inc-class A | — | EXIT | 清倉 |
| 46 | MOV | Movado Group Inc | — | EXIT | 清倉 |
| 47 | EBF | Ennis Inc | — | EXIT | 清倉 |
| 48 | VSH | Vishay Intertechnology Inc | — | EXIT | 清倉 |
| 49 | BVE | Diamond Hill Investment Grp | — | EXIT | 清倉 |
| 50 | M | Macy's, Inc. | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Annis Gardner Whiting Capital Advisors, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$6.7億，共申報了 1209 個公開持股部位。
在 Q4 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 (14.3%)、VTI (6.8%)、VXUS (4.5%)。其中最大持股部位 EFA 佔據整體投資組合約 14.3% 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
FPEI
市值: US$68.5萬
本季最大獲利了結 / 清倉標的
SMP
前期市值: US$99.2萬
在 Q4 2025 季度中，Annis Gardner Whiting Capital Advisors, LLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 38 個部位、減碼 2 個部位以及清倉 8 個部位。 其中最大新建倉標的為 FPEI。 本季清倉部位包含 SMP。
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。