13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0000943442
申报总市值
US$8.2亿
US$8.2亿
175 檔
24.6%
截至 Q2 2025 季度末，Orange Investment Advisors, Inc. 的美股持仓估值约为 US$8.2亿，全数申报仓位共有 175 档。
Orange Investment Advisors, Inc. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 15 档持股的同时，亦同步清仓 1 档并减仓 28 档标的。
在资产配置集中度方面，Orange Investment Advisors, Inc. 的前 5 大核心持股（包含 NVDA, MSFT, SPIB 等）合计占整体申报市值的 24.6%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 4.85% | -0.15% | -3.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.68% | -0.28% | -2.51% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 4.53% | -0.25% | -1.79% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.10% | +0.93% | -0.30% | |
| 5 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 4.00% | -0.79% | -1.82% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.59% | -0.24% | -1.39% | |
| 7 | OBT | Orange County Bancorp Inc | 股票-其他 | 3.29% | +0.34% | -1.47% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.90% | -0.02% | +2.00% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.56% | +0.99% | -1.09% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.39% | -0.01% | -2.03% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.33% | +0.13% | +6.33% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.02% | -8.71% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 1.81% | +1.25% | -10.30% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.75% | — | -2.12% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.73% | -0.12% | +3.84% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.59% | -0.01% | -0.23% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | +0.02% | -4.05% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.35% | +0.10% | -6.28% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | -0.46% | -8.63% | |
| 20 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.12% | -0.08% | -2.86% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.12% | +0.03% | -4.43% | |
| 22 | AZO | Autozone Inc | 股票-周期性消费 | 1.09% | -0.12% | -8.87% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.09% | +0.12% | +10.07% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.06% | -0.20% | -10.53% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.04% | +0.10% | +5.56% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 1.03% | +0.08% | -2.22% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 1.03% | -0.08% | -8.97% | |
| 28 | GTLS | Chart Industries Inc | 股票-工业 | 1.01% | -0.01% | -3.72% | |
| 29 | URI | United Rentals Inc | 股票-工业 | 1.00% | +0.23% | -17.79% | |
| 30 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.99% | -0.59% | EXIT | |
| 31 | MDT | Medtronic plc | 股票-医疗保健 | 0.98% | -0.17% | -0.41% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.98% | +0.24% | +7.84% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.95% | -0.06% | +5.22% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.90% | -0.06% | -3.29% | |
| 35 | FLR | Fluor CORP | 股票-工业 | 0.89% | -0.02% | -16.18% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.85% | -0.07% | +0.76% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.84% | -0.78% | -16.15% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.83% | +0.01% | -3.15% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.80% | -0.05% | -3.84% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.80% | +0.01% | -0.57% | |
| 41 | CIEN | Ciena CORP | 股票-科技 | 0.79% | +0.01% | -9.19% | |
| 42 | GWW | Ww Grainger Inc | 股票-工业 | 0.79% | +0.07% | -13.61% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.68% | +0.07% | -9.99% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.68% | +0.01% | -2.49% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.68% | +0.02% | +1.40% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.67% | -0.02% | +8.60% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.66% | +0.04% | -21.54% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.66% | -0.03% | -0.75% | |
| 49 | NFLX | Netflix Inc | 股票-通信服务 | 0.65% | -0.13% | — | |
| 50 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.62% | -0.14% | +2.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -3.01% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.7% | -2.51% | 减仓 |
| 3 | NFLX | Netflix Inc | +0.7% | NEW | 新建仓 |
| 4 | NOW | Servicenow Inc | +0.6% | NEW | 新建仓 |
| 5 | AVGO | Broadcom Inc | +0.6% | -2.12% | 减仓 |
| 6 | MELI | Mercadolibre Inc | +0.6% | NEW | 新建仓 |
| 7 | TTWO | Take-two Interactive Softwre | +0.6% | NEW | 新建仓 |
| 8 | ROK | Rockwell Automation Inc | +0.3% | NEW | 新建仓 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +3.84% | 加仓 |
| 10 | NEE | Nextera Energy Inc | +0.3% | +316.30% | 加仓 |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | NEW | 新建仓 |
| 12 | PWR | Quanta Services Inc | +0.3% | +45.88% | 加仓 |
| 13 | XLK | Ss Technology Select Sector | +0.3% | -1.09% | 减仓 |
| 14 | DUK | Duke Energy CORP | +0.3% | +115.04% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +6.33% | 加仓 |
| 16 | IBM | Intl Business Machines CORP | +0.2% | +10.07% | 加仓 |
| 17 | APH | Amphenol Corp-cl A | +0.1% | -6.39% | 减仓 |
| 18 | KLAC | Kla CORP | +0.1% | -10.30% | 减仓 |
| 19 | AXP | American Express Co | +0.1% | -0.23% | 减仓 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +1.40% | 加仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +7.84% | 加仓 |
| 22 | CIEN | Ciena CORP | +0.1% | -9.19% | 减仓 |
| 23 | SCHW | Schwab (charles) CORP | +0.1% | +8.60% | 加仓 |
| 24 | ORCL | Oracle CORP | +0.1% | -7.61% | 减仓 |
| 25 | AMZN | Amazon.com Inc | +0.1% | -2.03% | 减仓 |
| 26 | MS | Morgan Stanley | +0.1% | -2.22% | 减仓 |
| 27 | FLR | Fluor CORP | +0.1% | -16.18% | 减仓 |
| 28 | OWL | Blue Owl Capital Inc | +0.1% | +32.67% | 加仓 |
| 29 | CBRE | Cbre Group Inc - A | +0.1% | +14.41% | 加仓 |
| 30 | TRMB | Trimble Inc | +0.1% | +10.22% | 加仓 |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +11.21% | 加仓 |
| 32 | GTLS | Chart Industries Inc | 0% | -3.72% | 减仓 |
| 33 | OBT | Orange County Bancorp Inc | — | -1.47% | 减仓 |
| 34 | JPM | Jpmorgan Chase & Co | 0% | -8.71% | 减仓 |
| 35 | ISRG | Intuitive Surgical Inc | -0.1% | -1.82% | 减仓 |
| 36 | SJM | Jm Smucker Co/the | -0.1% | EXIT | 清仓 |
| 37 | CVX | Chevron CORP | -0.1% | -5.16% | 减仓 |
| 38 | BKR | Baker Hughes Co | -0.2% | -5.51% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.2% | -8.97% | 减仓 |
| 40 | CRM | Salesforce Inc | -0.2% | -10.53% | 减仓 |
| 41 | CSX | Csx CORP | -0.2% | -30.71% | 减仓 |
| 42 | PLD | Prologis Inc | -0.3% | -23.97% | 减仓 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.3% | +5.22% | 加仓 |
| 44 | AZO | Autozone Inc | -0.3% | -8.87% | 减仓 |
| 45 | MRSH | Marsh & Mclennan Cos | -0.3% | -2.86% | 减仓 |
| 46 | DHR | Danaher CORP | -0.3% | -16.15% | 减仓 |
| 47 | XOM | Exxon Mobil CORP | -0.4% | -8.63% | 减仓 |
| 48 | AAPL | Apple Inc | -0.5% | +2.00% | 加仓 |
| 49 | LLY | Eli Lilly & Co | -0.7% | -0.30% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -0.9% | -21.54% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Orange Investment Advisors, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$8.2亿，共申报了 175 个公开持股仓位。
在 Q2 2025 季度，Orange Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：NVDA (4.8%)、MSFT (4.7%)、SPIB (4.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
NFLX
市值: US$595.9万
本季最大获利了结 / 清仓标的
SJM
前期市值: US$82.2万
在 Q2 2025 季度中，Orange Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 15 个仓位、减仓 28 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 NFLX。 本季清仓仓位包含 SJM。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。