Annis Gardner Whiting Capital Advisors, LLC 13F 持仓 · 2026年Q2
Annis Gardner Whiting Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 349 只证券，申报市值合计 6.66 亿美元。前几大持仓：EFA（12.28%）、VTI（6.46%）、BWIN（6.31%）。本季前 25 大持仓中：增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | $81.8M | 12.28% | 787,607 | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $43.0M | 6.46% | 116,320 | 减持 |
| 3 | BWIN | THE BALDWIN INSURANCE GRP IN | $42.1M | 6.31% | 1.6M | 减持 |
| 4 | VXUS | VANGUARD STAR FDS | $29.4M | 4.42% | 344,219 | 减持 |
| 5 | GOOGL | ALPHABET INC | $20.9M | 3.14% | 58,577 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $17.0M | 2.55% | 84,937 | 增持 |
| 7 | IWM | ISHARES TR | $16.5M | 2.47% | 54,807 | 持平 |
| 8 | AAPL | APPLE INC | $14.8M | 2.22% | 51,138 | 增持 |
| 9 | ACWI | ISHARES TR | $13.0M | 1.96% | 83,076 | 持平 |
| 10 | GOOG | ALPHABET INC | $12.3M | 1.85% | 34,812 | 减持 |
| 11 | XOM | EXXON MOBIL CORP | $12.3M | 1.85% | 90,082 | 增持 |
| 12 | AMZN | AMAZON COM INC | $11.5M | 1.73% | 48,390 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $10.6M | 1.59% | 28,374 | 增持 |
| 14 | META | META PLATFORMS INC | $9.3M | 1.39% | 16,468 | 增持 |
| 15 | HZO | MARINEMAX INC | $6.6M | 0.99% | 180,021 | 持平 |
| 16 | JPM | JPMORGAN CHASE & CO | $6.5M | 0.98% | 19,980 | 减持 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $6.0M | 0.90% | 83,987 | 增持 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $4.8M | 0.72% | 8,305 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $4.8M | 0.72% | 19,005 | 减持 |
| 20 | AVGO | BROADCOM INC | $4.8M | 0.71% | 12,583 | 增持 |
| 21 | VB | VANGUARD INDEX FDS | $4.6M | 0.68% | 15,040 | 增持 |
| 22 | GS | GOLDMAN SACHS GROUP INC | $4.0M | 0.61% | 4,003 | 减持 |
| 23 | C | CITIGROUP INC | $3.9M | 0.59% | 28,021 | 增持 |
| 24 | CC | CHEMOURS CO | $3.9M | 0.59% | 190,015 | 增持 |
| 25 | SUN | SUNOCO LP/SUNOCO FIN CORP | $3.8M | 0.58% | 56,800 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR