Annis Gardner Whiting Capital Advisors, LLC
TAMPA FL · SEC CIK 0001998414
$6.66亿2026Q2 申报市值
349持仓数
43.7%前十大占比 · 第一大 12.3%
17 / 998新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
META 加仓+$294.72万
NVDA 加仓+$94.64万
AVAX ONE TECHNOL 新建仓+$90.79万
VEA 加仓+$85.46万
SMMD 加仓+$80.63万
2026Q2 卖出最多 按季末市值估算
ONESTREAM INC 清仓-$545.55万
BWIN 减仓-$358.70万
SEALED AIR CORP 清仓-$135.94万
ABT 清仓-$100.69万
LRCX 减仓-$57.48万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $235.89万 | 0.35% | 25,565 | 134 | 0.5% | $1.24万 | 加仓 |
| GEV | GE VERNOVA INC | $237.40万 | 0.36% | 2,020 | 39 | 2.0% | $4.58万 | 加仓 |
| BAC | BANK OF AMER CORP | $247.30万 | 0.37% | 43,400 | 407 | 0.9% | $2.32万 | 加仓 |
| WFC | WELLS FARGO & CO | $247.54万 | 0.37% | 29,954 | 454 | 1.5% | $3.75万 | 加仓 |
| CVX | CHEVRON CORPORATION | $247.83万 | 0.37% | 14,951 | -281 | -1.8% | -$4.66万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $277.42万 | 0.42% | 17,676 | -128 | -0.7% | -$2.01万 | 减仓 |
| NVO | NOVO-NORDISK A S | $282.17万 | 0.42% | 58,858 | 697 | 1.2% | $3.34万 | 加仓 |
| ESGU | ISHARES TR | $283.53万 | 0.43% | 17,323 | -195 | -1.1% | -$3.19万 | 减仓 |
| AMGN | AMGEN INC | $285.97万 | 0.43% | 7,897 | -72 | -0.9% | -$2.61万 | 减仓 |
| PGR | PROGRESSIVE CORP | $300.85万 | 0.45% | 13,772 | -131 | -0.9% | -$2.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $302.32万 | 0.45% | 4,038 | -20 | -0.5% | -$1.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $302.60万 | 0.45% | 6,047 | 545 | 9.9% | $27.27万 | 加仓 |
| V | VISA INC | $305.47万 | 0.46% | 8,903 | -145 | -1.6% | -$4.98万 | 减仓 |
| CSCO | CISCO SYS INC | $305.96万 | 0.46% | 26,048 | 919 | 3.7% | $10.79万 | 加仓 |
| TXN | TEXAS INSTRS INC | $311.27万 | 0.47% | 10,443 | 103 | 1.0% | $3.07万 | 加仓 |
| ESGD | ISHARES TR | $312.02万 | 0.47% | 30,349 | -26 | -0.1% | -$2,673 | 减仓 |
| GE | GE AEROSPACE | $322.04万 | 0.48% | 8,617 | -94 | -1.1% | -$3.51万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $334.08万 | 0.50% | 55,969 | 147 | 0.3% | $8,774 | 加仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $372.89万 | 0.56% | 142,979 | 16,108 | 12.7% | $42.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $378.95万 | 0.57% | 3,283 | 246 | 8.1% | $28.40万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $383.40万 | 0.58% | 56,800 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $385.25万 | 0.58% | 9,160 | 451 | 5.2% | $18.97万 | 加仓 |
| TALO | TALOS ENERGY INC | $387.42万 | 0.58% | 300,096 | 20 | 0.0% | $258 | 加仓 |
| CC | CHEMOURS CO | $389.91万 | 0.59% | 190,015 | 20,015 | 11.8% | $41.07万 | 加仓 |
| C | CITIGROUP INC | $392.18万 | 0.59% | 28,021 | 677 | 2.5% | $9.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $404.85万 | 0.61% | 4,003 | -269 | -6.3% | -$27.21万 | 减仓 |
| VB | VANGUARD INDEX FDS | $455.90万 | 0.68% | 15,040 | 100 | 0.7% | $3.03万 | 加仓 |
| AVGO | BROADCOM INC | $475.33万 | 0.71% | 12,583 | 1,704 | 15.7% | $64.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $482.47万 | 0.72% | 8,305 | 414 | 5.2% | $24.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $482.66万 | 0.72% | 19,005 | -387 | -2.0% | -$9.83万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $598.41万 | 0.90% | 83,987 | 11,995 | 16.7% | $85.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $654.02万 | 0.98% | 19,980 | -272 | -1.3% | -$8.90万 | 减仓 |
| HZO | MARINEMAX INC | $659.24万 | 0.99% | 180,021 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $927.64万 | 1.39% | 16,468 | 5,232 | 46.6% | $294.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,058.40万 | 1.59% | 28,374 | 918 | 3.3% | $34.24万 | 加仓 |
| AMZN | AMAZON COM INC | $1,153.33万 | 1.73% | 48,390 | 2,478 | 5.4% | $59.06万 | 加仓 |
| GOOG | ALPHABET INC | $1,230.01万 | 1.85% | 34,812 | -530 | -1.5% | -$18.73万 | 减仓 |
| — | EXXON MOBIL CORP | $1,231.60万 | 1.85% | 90,082 | 8 | 0.0% | $1,094 | 加仓 |
| ACWI | ISHARES TR | $1,304.05万 | 1.96% | 83,076 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,479.74万 | 2.22% | 51,138 | 1,927 | 3.9% | $55.76万 | 加仓 |
| IWM | ISHARES TR | $1,646.68万 | 2.47% | 54,807 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,699.50万 | 2.55% | 84,937 | 4,730 | 5.9% | $94.64万 | 加仓 |
| GOOGL | ALPHABET INC | $2,093.35万 | 3.14% | 58,577 | 1,461 | 2.6% | $52.21万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,942.72万 | 4.42% | 344,219 | -2,019 | -0.6% | -$17.26万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $4,206.52万 | 6.31% | 1,582,587 | -134,951 | -7.9% | -$358.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,304.31万 | 6.46% | 116,320 | -9 | -0.0% | -$3,330 | 减仓 |
| EFA | ISHARES TR | $8,181.66万 | 12.28% | 787,607 | -473 | -0.1% | -$4.91万 | 减仓 |