13F 机构持仓

Tannin Capital LLC

CHARLOTTE NC · SEC CIK 0002110834

2026Q22026Q1 更早 9 个季度 🔒
$1.38亿2026Q1 申报市值
152持仓数
31.4%前十大占比 · 第一大 5.9%
23 / 3新建仓 / 清仓
申报市值走势$1.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CLIP 5.9%
BRK/A 4.2%
JPM 3.6%
AAPL 3.6%
GOOGL 2.8%
NVDA 2.7%
VOO 2.5%
GS 2.1%
ABBV 2.1%
AVGO 2.0%

2026Q1 买入最多 按季末市值估算

CLIP 新建仓+$807.15万
BRK/A 新建仓+$574.51万
OIH 新建仓+$187.99万
DIVO 新建仓+$138.81万
RTX 新建仓+$130.00万

2026Q1 卖出最多 按季末市值估算

IBM 减仓-$96.50万
VOT 减仓-$36.83万
IJH 减仓-$27.11万
IJT 减仓-$26.63万
BR 清仓-$26.24万

2026Q1 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
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -1,176-100.0% -$26.24万 清仓
QCOM QUALCOMM INC $00.00%0 -1,396-100.0% -$23.88万 清仓
KKR KKR & CO INC $00.00%0 -1,813-100.0% -$23.11万 清仓
SNOW SNOWFLAKE INC $00.00%0 —— — 申报中断
IVW ISHARES TR $00.00%0 —— — 申报中断
INTU INTUIT $00.00%0 —— — 申报中断
SPRY ARS PHARMACEUTICALS INC $14.93万0.11%18,593 5,52742.3% $4.44万 加仓
RWT REDWOOD TRUST INC $15.52万0.11%27,672 15,189121.7% $8.52万 加仓
CALY TOPGOLF CALLAWAY BRANDS CORP $17.38万0.13%12,520 2802.3% $3,886 加仓
IXUS ISHARES TR $20.03万0.15%2,312 2,312— $20.03万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $20.15万0.15%1,050 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $20.71万0.15%3,678 -288-7.3% -$1.62万 减仓
— GEOSPACE TECHNOLOGIES CORP $21.00万0.15%17,209 3,66427.1% $4.47万 加仓
LOW LOWES COS INC $21.29万0.15%901 -199-18.1% -$4.70万 减仓
XLK SELECT SECTOR SPDR TR $21.66万0.16%1,630 90.6% $1,196 加仓
FLR FLUOR CORP $21.81万0.16%4,675 4,675— $21.81万 新建仓
VONG VANGUARD SCOTTSDALE FDS $22.10万0.16%2,014 361.8% $3,950 加仓
AM ANTERO MIDSTREAM CORP $22.41万0.16%9,829 9,829— $22.41万 新建仓
NEE NEXTERA ENERGY INC $22.48万0.16%2,421 -99-3.9% -$9,193 减仓
MRK MERCK & CO INC $22.53万0.16%1,873 -61-3.2% -$7,339 减仓
PLD PROLOGIS INC. $22.60万0.16%1,710 1,710— $22.60万 新建仓
NEM NEWMONT CORP $22.68万0.16%2,095 2,095— $22.68万 新建仓
EFA ISHARES TR $23.52万0.17%2,421 -7-0.3% -$680 减仓
DCI DONALDSON INC $23.74万0.17%2,797 421.5% $3,565 加仓
UI UBIQUITI INC $24.10万0.17%305 305— $24.10万 新建仓
PRI PRIMERICA INC $24.30万0.18%970 151.6% $3,757 加仓
XLB SELECT SECTOR SPDR TR $24.96万0.18%4,995 -1,137-18.5% -$5.68万 减仓
MS MORGAN STANLEY $24.98万0.18%1,518 19014.3% $3.13万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $25.34万0.18%11,982 11,982— $25.34万 新建仓
FCN FTI CONSULTING INC $25.45万0.18%1,440 926.8% $1.63万 加仓
MANH MANHATTAN ASSOCIATES INC $25.57万0.19%1,921 1176.5% $1.56万 加仓
VICR VICOR CORP $26.32万0.19%1,635 1,635— $26.32万 新建仓
SYM SYMBOTIC INC $26.41万0.19%4,964 72917.2% $3.88万 加仓
AXP AMERICAN EXPRESS CO $26.47万0.19%875 00.0% — 不变
HUBB HUBBELL INC $26.70万0.19%544 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $27.19万0.20%609 00.0% — 不变
GRMN GARMIN LTD $27.93万0.20%1,204 11310.4% $2.62万 加仓
IQV IQVIA HLDGS INC $28.50万0.21%1,671 00.0% — 不变
UBER UBER TECHNOLOGIES INC $28.87万0.21%4,013 3599.8% $2.58万 加仓
GGG GRACO INC $28.92万0.21%3,416 00.0% — 不变
SSD SIMPSON MFG INC $28.97万0.21%1,688 -8-0.5% -$1,373 减仓
XLI SELECT SECTOR SPDR TR $29.26万0.21%1,809 -110-5.7% -$1.78万 减仓
TDY TELEDYNE TECHNOLOGIES INC $29.28万0.21%484 -32-6.2% -$1.94万 减仓
UNH UNITEDHEALTH GROUP INC $29.39万0.21%1,086 333.1% $8,929 加仓
SCHG SCHWAB STRATEGIC TR $29.41万0.21%10,095 -28-0.3% -$816 减仓
NTRA NATERA INC $29.42万0.21%1,471 1027.5% $2.04万 加仓
RY ROYAL BK CDA $29.57万0.21%1,828 1,828— $29.57万 新建仓
XLV SELECT SECTOR SPDR TR $30.42万0.22%2,075 -593-22.2% -$8.69万 减仓
ADI ANALOG DEVICES INC $30.64万0.22%963 414.4% $1.30万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $30.97万0.22%1,585 171.1% $3,322 加仓
XLP SELECT SECTOR SPDR TR $31.22万0.23%3,808 -1,471-27.9% -$12.06万 减仓
ETR ENTERGY CORP NEW $31.55万0.23%2,808 2,808— $31.55万 新建仓
BSX BOSTON SCIENTIFIC CORP $32.02万0.23%5,102 62714.0% $3.93万 加仓
IDEV ISHARES TR $33.42万0.24%3,999 3,999— $33.42万 新建仓
SBUX STARBUCKS CORP $33.53万0.24%3,743 1,09141.1% $9.77万 加仓
USAR USA RARE EARTH INC $33.96万0.25%22,437 2,0019.8% $3.03万 加仓
VFH VANGUARD WORLD FD $34.27万0.25%2,837 -420-12.9% -$5.07万 减仓
CRM SALESFORCE INC $34.74万0.25%1,861 38526.1% $7.19万 加仓
DIS DISNEY WALT CO $35.12万0.25%3,644 38711.9% $3.73万 加仓
WTS WATTS WATER TECHNOLOGIES INC $35.21万0.26%1,213 -30-2.4% -$8,709 减仓
MELI MERCADOLIBRE INC $35.27万0.26%204 157.9% $2.59万 加仓
LLY ELI LILLY & CO $35.50万0.26%386 4613.5% $4.23万 加仓
XLF SELECT SECTOR SPDR TR $36.65万0.27%7,423 -1,109-13.0% -$5.48万 减仓
FIG FIGMA INC $37.00万0.27%17,503 4,69936.7% $9.93万 加仓
OII OCEANEERING INTL INC $37.41万0.27%10,546 5825.8% $2.06万 加仓
VEU VANGUARD INTL EQUITY INDEX F $37.98万0.28%5,057 5,057— $37.98万 新建仓
SYK STRYKER CORPORATION $38.28万0.28%1,165 10810.2% $3.55万 加仓
BWXT BWX TECHNOLOGIES INC $39.14万0.28%1,914 00.0% — 不变
BX BLACKSTONE INC $39.65万0.29%3,448 00.0% — 不变
KMB KIMBERLY-CLARK CORP $40.42万0.29%4,190 4,190— $40.42万 新建仓
RJF RAYMOND JAMES FINL INC $42.16万0.31%2,912 46919.2% $6.79万 加仓
UPS UNITED PARCEL SERVICE INC $42.71万0.31%4,341 2,02487.4% $19.91万 加仓
CASY CASEYS GEN STORES INC $43.60万0.32%599 00.0% — 不变
PFE PFIZER INC $44.35万0.32%15,795 4,41938.8% $12.41万 加仓
EXPD EXPEDITORS INTL WASH INC $44.46万0.32%3,104 401.3% $5,729 加仓
EW EDWARDS LIFESCIENCES CORPORATION $44.51万0.32%5,558 5,558— $44.51万 新建仓
ORCL ORACLE CORP $44.65万0.32%3,035 1294.4% $1.90万 加仓
MCD MCDONALDS CORP $46.90万0.34%1,509 61468.6% $19.08万 加仓
CAT CATERPILLAR INC $47.47万0.34%670 60.9% $4,251 加仓
RBC RBC BEARINGS INC $49.97万0.36%920 -16-1.7% -$8,690 减仓
T AT&T INC $51.45万0.37%17,747 5,41843.9% $15.71万 加仓
CB CHUBB LIMITED $51.86万0.38%1,591 523.4% $1.69万 加仓
LNG CHENIERE ENERGY INC $52.86万0.38%1,863 1,863— $52.86万 新建仓
INTC INTEL CORP $53.87万0.39%12,208 -610-4.8% -$2.69万 减仓
CRCL CIRCLE INTERNET GROUP INC $54.66万0.40%5,729 -1,115-16.3% -$10.64万 减仓
BKNG BOOKING HOLDINGS INC $55.16万0.40%131 00.0% — 不变
VGT VANGUARD WORLD FD $55.26万0.40%792 -67-7.8% -$4.67万 减仓
TSCO TRACTOR SUPPLY CO $56.04万0.41%12,370 00.0% — 不变
TFC TRUIST FINL CORP $56.54万0.41%12,299 1070.9% $4,919 加仓
BP BP PLC $56.54万0.41%12,030 1851.6% $8,695 加仓
VOT VANGUARD INDEX FDS $58.24万0.42%2,263 -1,431-38.7% -$36.83万 减仓
VIG VANGUARD SPECIALIZED FUNDS $58.26万0.42%2,709 77840.3% $16.73万 加仓
ABT ABBOTT LABS $58.55万0.42%5,703 1,33630.6% $13.72万 加仓
COST COSTCO WHSL CORP NEW $59.89万0.43%601 5810.7% $5.78万 加仓
TEL TE CONNECTIVITY PLC $61.33万0.45%2,934 2067.6% $4.31万 加仓
IE IVANHOE ELECTRIC INC $64.17万0.47%54,288 5,96012.3% $7.04万 加仓
HDV ISHARES TR $64.68万0.47%4,766 4,766— $64.68万 新建仓
IVV ISHARES TR $65.39万0.47%1,001 -7-0.7% -$4,572 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $65.54万0.48%1,673 00.0% — 不变
— HONEYWELL INTL INC $65.55万0.48%2,900 41316.6% $9.34万 加仓