13F 机构持仓

Tannin Capital LLC

CHARLOTTE NC · SEC CIK 0002110834

2026Q22026Q1 更早 9 个季度 🔒
$1.52亿2026Q2 申报市值
169持仓数
29.8%前十大占比 · 第一大 3.9%
24 / 10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

BRK/A 3.9%
CLIP 3.8%
JPM 3.6%
AAPL 3.5%
GOOGL 3.0%
NVDA 3.0%
VOO 2.4%
AVGO 2.2%
GS 2.2%
ABBV 2.1%

2026Q2 买入最多 按季末市值估算

IBIT 新建仓+$163.74万
MA 新建仓+$58.09万
AIQ 新建仓+$50.83万
SPCX 新建仓+$47.35万
KMB 加仓+$45.79万

2026Q2 卖出最多 按季末市值估算

CLIP 减仓-$232.09万
OIH 减仓-$104.82万
HONEYWELL INTL I 清仓-$65.55万
CRCL 清仓-$54.66万
EXPD 清仓-$44.46万

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
— HONEYWELL INTL INC $00.00%0 -2,900-100.0% -$65.55万 清仓
CRCL CIRCLE INTERNET GROUP INC $00.00%0 -5,729-100.0% -$54.66万 清仓
EXPD EXPEDITORS INTL WASH INC $00.00%0 -3,104-100.0% -$44.46万 清仓
ETR ENTERGY CORP NEW $00.00%0 -2,808-100.0% -$31.55万 清仓
NLY ANNALY CAPITAL MANAGEMENT IN $00.00%0 -11,982-100.0% -$25.34万 清仓
UI UBIQUITI INC $00.00%0 -305-100.0% -$24.10万 清仓
PLD PROLOGIS INC. $00.00%0 -1,710-100.0% -$22.60万 清仓
LOW LOWES COS INC $00.00%0 -901-100.0% -$21.29万 清仓
IXUS ISHARES TR $00.00%0 -2,312-100.0% -$20.03万 清仓
RWT REDWOOD TRUST INC $00.00%0 -27,672-100.0% -$15.52万 清仓
SPRY ARS PHARMACEUTICALS INC $13.17万0.09%16,440 -2,153-11.6% -$1.72万 减仓
— GEOSPACE TECHNOLOGIES CORP $13.31万0.09%19,657 2,44814.2% $1.66万 加仓
IJR ISHARES TR $20.29万0.13%1,368 1,368— $20.29万 新建仓
JKHY HENRY JACK & ASSOC INC $20.66万0.14%1,500 1,500— $20.66万 新建仓
MRK MERCK & CO INC $20.88万0.14%1,625 -248-13.2% -$3.19万 减仓
AM ANTERO MIDSTREAM CORP $21.24万0.14%9,336 -493-5.0% -$1.12万 减仓
NEE NEXTERA ENERGY INC $21.25万0.14%2,421 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $21.35万0.14%552 552— $21.35万 新建仓
CALY CALLAWAY GOLF CO $21.65万0.14%11,521 -999-8.0% -$1.88万 减仓
NEM NEWMONT CORP $21.86万0.14%2,340 24511.7% $2.29万 加仓
LOB LIVE OAK BANCSHARES INC $22.01万0.14%5,388 5,388— $22.01万 新建仓
QQQM INVESCO EXCH TRADED FD TR II $22.09万0.15%729 729— $22.09万 新建仓
SYM SYMBOTIC INC $22.12万0.15%4,922 -42-0.8% -$1,888 减仓
RSP INVESCO EXCHANGE TRADED FD T $22.34万0.15%1,050 00.0% — 不变
EWT ISHARES INC $22.71万0.15%2,091 2,091— $22.71万 新建仓
MU MICRON TECHNOLOGY INC $22.74万0.15%197 197— $22.74万 新建仓
INTU INTUIT $22.86万0.15%876 563179.9% $14.69万 重新持有
OTIS OTIS WORLDWIDE CORP $22.95万0.15%3,205 3,205— $22.95万 新建仓
IYW ISHARES TR $23.21万0.15%920 920— $23.21万 新建仓
GPIQ GOLDMAN SACHS ETF TR $23.34万0.15%3,935 3,935— $23.34万 新建仓
EWS ISHARES INC $23.36万0.15%7,889 7,889— $23.36万 新建仓
FLKR FRANKLIN TEMPLETON ETF TR $23.37万0.15%3,536 3,536— $23.37万 新建仓
IVW ISHARES TR $23.39万0.15%1,701 00.0% — 重新持有
FLR FLUOR CORP $23.53万0.15%4,492 -183-3.9% -$9,587 减仓
LRCX LAM RESEARCH CORP $23.83万0.16%550 550— $23.83万 新建仓
RLI RLI CORP $24.01万0.16%4,064 4,064— $24.01万 新建仓
SBUX STARBUCKS CORP $24.38万0.16%2,386 -1,357-36.3% -$13.87万 减仓
CARR CARRIER GLOBAL CORPORATION $24.48万0.16%3,338 -340-9.2% -$2.49万 减仓
PGR PROGRESSIVE CORP $24.88万0.16%1,139 1,139— $24.88万 新建仓
XLB SELECT SECTOR SPDR TR $24.94万0.16%4,906 -89-1.8% -$4,524 减仓
EFA ISHARES TR $25.15万0.17%2,421 00.0% — 不变
WMB WILLIAMS COS INC $25.49万0.17%3,429 3,429— $25.49万 新建仓
DCI DONALDSON INC $25.87万0.17%2,882 853.0% $7,630 加仓
MANH MANHATTAN ASSOCIATES INC $26.81万0.18%1,925 40.2% $557 加仓
FCN FTI CONSULTING INC $27.18万0.18%1,824 38426.7% $5.72万 加仓
GRMN GARMIN LTD $27.27万0.18%1,148 -56-4.7% -$1.33万 减仓
DELL DELL TECHNOLOGIES INC $27.35万0.18%634 634— $27.35万 新建仓
HUBB HUBBELL INC $27.78万0.18%531 -13-2.4% -$6,802 减仓
PRI PRIMERICA INC $27.88万0.18%981 111.1% $3,126 加仓
GGG GRACO INC $28.03万0.18%3,707 2918.5% $2.20万 加仓
WTS WATTS WATER TECHNOLOGIES INC $29.05万0.19%742 -471-38.8% -$18.44万 减仓
VONG VANGUARD SCOTTSDALE FDS $29.23万0.19%2,287 27313.6% $3.49万 加仓
SNOW SNOWFLAKE INC $29.80万0.20%1,171 18618.9% $4.73万 重新持有
XLP SELECT SECTOR SPDR TR $29.91万0.20%3,600 -208-5.5% -$1.73万 减仓
VRTX VERTEX PHARMACEUTICALS INC $30.25万0.20%609 00.0% — 不变
XLV SELECT SECTOR SPDR TR $30.73万0.20%1,937 -138-6.7% -$2.19万 减仓
BSX BOSTON SCIENTIFIC CORP $30.85万0.20%7,229 2,12741.7% $9.08万 加仓
XLK SELECT SECTOR SPDR TR $30.88万0.20%1,621 -9-0.6% -$1,714 减仓
HONA HONEYWELL AEROSPACE INC $31.39万0.21%1,425 1,425— $31.39万 新建仓
XLI SELECT SECTOR SPDR TR $32.14万0.21%1,735 -74-4.1% -$1.37万 减仓
IQV IQVIA HLDGS INC $32.29万0.21%1,671 00.0% — 不变
SSD SIMPSON MFG INC $32.32万0.21%1,544 -144-8.5% -$3.01万 减仓
TDY TELEDYNE TECHNOLOGIES INC $32.34万0.21%485 10.2% $667 加仓
SCHG SCHWAB STRATEGIC TR $32.89万0.22%9,719 -376-3.7% -$1.27万 减仓
BWXT BWX TECHNOLOGIES INC $33.03万0.22%1,697 -217-11.3% -$4.22万 减仓
CRM SALESFORCE INC $33.23万0.22%2,121 26014.0% $4.07万 加仓
MS MORGAN STANLEY $33.58万0.22%1,606 885.8% $1.84万 加仓
ADI ANALOG DEVICES INC $33.76万0.22%850 -113-11.7% -$4.49万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $34.33万0.23%1,585 00.0% — 不变
VFH VANGUARD WORLD FD $35.02万0.23%2,661 -176-6.2% -$2.32万 减仓
UBER UBER TECHNOLOGIES INC $35.14万0.23%4,870 85721.4% $6.18万 加仓
PFE PFIZER INC $35.60万0.23%14,784 -1,011-6.4% -$2.43万 减仓
DIS DISNEY WALT CO $35.70万0.23%3,709 651.8% $6,256 加仓
T AT&T INC $36.27万0.24%17,521 -226-1.3% -$4,678 减仓
RY ROYAL BK CDA $36.80万0.24%1,778 -50-2.7% -$1.03万 减仓
ACN ACCENTURE PLC IRELAND $36.81万0.24%2,958 2,958— $36.81万 新建仓
MELI MERCADOLIBRE INC $37.51万0.25%221 178.3% $2.89万 加仓
FIG FIGMA INC $38.51万0.25%21,286 3,78321.6% $6.84万 加仓
NTRA NATERA INC $38.93万0.26%1,434 -37-2.5% -$1.00万 减仓
AXP AMERICAN EXPRESS CO $39.74万0.26%1,175 30034.3% $10.15万 加仓
XLF SELECT SECTOR SPDR TR $40.16万0.26%7,491 680.9% $3,646 加仓
TSCO TRACTOR SUPPLY CO $40.72万0.27%12,882 5124.1% $1.62万 加仓
OII OCEANEERING INTL INC $40.94万0.27%10,104 -442-4.2% -$1.79万 减仓
ORCL ORACLE CORP $42.35万0.28%2,890 -145-4.8% -$2.12万 减仓
SYK STRYKER CORPORATION $43.29万0.28%1,375 21018.0% $6.61万 加仓
AMAT APPLIED MATLS INC $43.67万0.29%604 604— $43.67万 新建仓
USAR USA RARE EARTH INC $44.96万0.30%20,835 -1,602-7.1% -$3.46万 减仓
EW EDWARDS LIFESCIENCES CORP $45.01万0.30%4,976 -582-10.5% -$5.26万 减仓
FDX FEDEX CORP $45.31万0.30%1,447 -431-22.9% -$13.50万 减仓
UNH UNITEDHEALTH GROUP INC $46.09万0.30%1,109 232.1% $9,559 加仓
BP BP PLC $46.27万0.30%12,523 4934.1% $1.82万 加仓
CASY CASEYS GEN STORES INC $46.81万0.31%589 -10-1.7% -$7,948 减仓
SPCX SPACE EXPLORATION TECHN CORP $47.35万0.31%2,771 2,771— $47.35万 新建仓
LNG CHENIERE ENERGY INC $48.54万0.32%2,031 1689.0% $4.02万 加仓
RJF RAYMOND JAMES FINL INC $48.93万0.32%3,219 30710.5% $4.67万 加仓
CAT CATERPILLAR INC $50.26万0.33%472 -198-29.6% -$21.09万 减仓
COST COSTCO WHOLESALE CORPORATION $50.33万0.33%538 -63-10.5% -$5.89万 减仓
UPS UNITED PARCEL SVCS INC $50.57万0.33%4,704 3638.4% $3.90万 加仓
VEU VANGUARD INTL EQUITY INDEX F $50.79万0.33%6,064 1,00719.9% $8.43万 加仓
AIQ GLOBAL X FDS $50.83万0.33%7,748 7,748— $50.83万 新建仓