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
1330 檔
29.2%
Annis Gardner Whiting Capital Advisors, LLC 在 Q1 2026 季度的美股部位總計估值為 US$6.7億，分散於 1330 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Annis Gardner Whiting Capital Advisors, LLC 積極進場，新開立 24 個部位並同步加碼 110 檔個股，反映機構在該季度的資金注入與籌碼積累。
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, BWIN, VTI 等）合計佔整體申報市值的 29.2%，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 1330 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 | 12.26% | +0.02% | -0.07% | |
| 2 | BWIN | Baldwin Insurance Group Inc/ | 股票-其他 | 6.03% | +0.28% | +11089.90% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.98% | +0.48% | +8.34% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.28% | +0.14% | +9.80% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.63% | +0.51% | +60.12% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.45% | -0.60% | +512.00% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | +0.31% | +3.81% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.18% | +0.29% | — | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.00% | +0.22% | +7.51% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.84% | +0.12% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.04% | +8.00% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.62% | +0.23% | +125.70% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.53% | +0.20% | +7.09% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.03% | +0.36% | +3.32% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | +0.03% | +4.98% | |
| 16 | K4F | Onestream Inc | 股票-其他 | 0.87% | -0.87% | EXIT | |
| 17 | HZO | Marinemax Inc | 股票-其他 | 0.78% | +0.21% | +857142.86% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.04% | -0.38% | |
| 19 | TALO | Talos Energy Inc | 股票-其他 | 0.76% | -0.18% | +394736.84% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | +0.16% | -0.03% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | +0.05% | +9.46% | |
| 22 | CC | Chemours Co/the | 股票-原物料 | 0.60% | -0.01% | — | |
| 23 | SUN | Sunoco LP | 股票-其他 | 0.59% | -0.01% | +7000.00% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.58% | +0.03% | +2.18% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | +0.17% | -6.20% | |
| 26 | HRTG | Heritage Insurance Holdings | 股票-其他 | 0.53% | +0.03% | +65.04% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.52% | +0.06% | -11.69% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.13% | +10.55% | |
| 29 | C | Citigroup Inc | 股票-金融 | 0.50% | +0.09% | +0.70% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.48% | +0.02% | +9.81% | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.47% | — | — | |
| 32 | AMGN | Amgen Inc | 股票-醫療保健 | 0.45% | -0.02% | +1.62% | |
| 33 | PGR | Progressive CORP | 股票-金融 | 0.44% | +0.01% | +2.07% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | +0.02% | +7.77% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | +0.03% | -0.12% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | +0.03% | +17.54% | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.40% | +0.03% | — | |
| 38 | GE | General Electric | 股票-工業 | 0.40% | +0.08% | +5.15% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.39% | +0.03% | +5.27% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.38% | -0.03% | -0.20% | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.38% | -0.11% | +0.96% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.01% | +2.76% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.34% | +0.08% | +677.55% | |
| 44 | UBER | Uber Technologies Inc | 股票-工業 | 0.34% | -0.01% | -1.09% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | +0.03% | +6.91% | |
| 46 | B | Barrick Mining CORP | 股票-原物料 | 0.33% | -0.05% | — | |
| 47 | COP | Conocophillips | 股票-能源 | 0.33% | -0.08% | +1.92% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.32% | +0.15% | +0.91% | |
| 49 | ICE | Intercontinental Exchange In | 股票-金融 | 0.32% | -0.07% | +2.46% | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.32% | -0.07% | +0.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BWIN | Baldwin Insurance Group Inc/ | +6% | +11089.90% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +2.1% | +512.00% | 加碼 |
| 3 | HZO | Marinemax Inc | +0.8% | +857142.86% | 加碼 |
| 4 | TALO | Talos Energy Inc | +0.8% | +394736.84% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.7% | +125.70% | 加碼 |
| 6 | SUN | Sunoco LP | +0.6% | +7000.00% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +60.12% | 加碼 |
| 8 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +677.55% | 加碼 |
| 9 | DOW | Dow Inc | +0.2% | +34231.82% | 加碼 |
| 10 | K4F | Onestream Inc | +0.2% | +10.15% | 加碼 |
| 11 | HRTG | Heritage Insurance Holdings | +0.1% | +65.04% | 加碼 |
| 12 | CVX | Chevron CORP | +0.1% | +10.55% | 加碼 |
| 13 | COP | Conocophillips | +0.1% | +1.92% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.1% | +10.49% | 加碼 |
| 15 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +346.67% | 加碼 |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +121.26% | 加碼 |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +253.77% | 加碼 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +79.79% | 加碼 |
| 19 | CGDV | Cap Group Dividend Value | +0.1% | +597.40% | 加碼 |
| 20 | PSX | Phillips 66 | 0% | +0.79% | 加碼 |
| 21 | PPLI | People Inc | 0% | +41.09% | 加碼 |
| 22 | EOG | Eog Resources Inc | 0% | +3.24% | 加碼 |
| 23 | VRT | Vertiv Holdings Co-a | 0% | +1.98% | 加碼 |
| 24 | WMB | Williams Cos Inc | 0% | +61.64% | 加碼 |
| 25 | CTSH | Cognizant Tech Solutions-a | 0% | +8001.85% | 加碼 |
| 26 | OHI | Omega Healthcare Investors | 0% | +271000.00% | 加碼 |
| 27 | CAT | Caterpillar Inc | 0% | +15.50% | 加碼 |
| 28 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | 0% | +55.51% | 加碼 |
| 29 | MPC | Marathon Petroleum CORP | 0% | +0.66% | 加碼 |
| 30 | MRNA | Moderna Inc | 0% | +0.14% | 加碼 |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | +833.33% | 加碼 |
| 32 | FDS | Factset Research Systems Inc | 0% | +120.17% | 加碼 |
| 33 | BMO | Bank Of Montreal | 0% | +627.80% | 加碼 |
| 34 | CBT | Cabot CORP | 0% | +3061.76% | 加碼 |
| 35 | SHEL | Shell Plc-adr | 0% | +0.17% | 加碼 |
| 36 | PFE | Pfizer Inc | 0% | +15.43% | 加碼 |
| 37 | DE | Deere & Co | 0% | +8.65% | 加碼 |
| 38 | RTX | Rtx CORP | 0% | +27.40% | 加碼 |
| 39 | PWR | Quanta Services Inc | 0% | +9.08% | 加碼 |
| 40 | T | At&t Inc | 0% | +62.58% | 加碼 |
| 41 | DHR | Danaher CORP | 0% | +178.65% | 加碼 |
| 42 | GLW | Corning Inc | 0% | +10.64% | 加碼 |
| 43 | BMY | Bristol-myers Squibb Co | 0% | +54.12% | 加碼 |
| 44 | IGV | Ishares Expanded Tech-softwa | 0% | +441.27% | 加碼 |
| 45 | CF | Cf Industries Holdings Inc | 0% | +3.69% | 加碼 |
| 46 | 6D8 | Dupont De Nemours Inc | 0% | +944.92% | 加碼 |
| 47 | CCK | Crown Holdings Inc | 0% | +55200.00% | 加碼 |
| 48 | VICI | Vici Properties Inc | 0% | +7126.79% | 加碼 |
| 49 | ENOV | Enovis CORP | 0% | +468400.00% | 加碼 |
| 50 | MU | Micron Technology Inc | 0% | +12.19% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Annis Gardner Whiting Capital Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$6.7億，共申報了 1330 個公開持股部位。
在 Q1 2026 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 (12.3%)、BWIN (6.0%)、VTI (6.0%)。其中最大持股部位 EFA 佔據整體投資組合約 12.3% 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
CC
市值: US$374.5萬
本季最大獲利了結 / 清倉標的
EXK
前期市值: US$74.4萬
在 Q1 2026 季度中，Annis Gardner Whiting Capital Advisors, LLC 共進行了 187 項持倉異動，包含新建倉 24 個部位、加碼 110 個部位、減碼 49 個部位以及清倉 4 個部位。 其中最大新建倉標的為 CC。 本季清倉部位包含 EXK。
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。