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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000943442
申报总市值
US$8.2亿
US$8.2亿
177 檔
25.3%
Orange Investment Advisors, Inc. 在 Q3 2025 季度的美股仓位总计估值为 US$8.2亿，分散于 177 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Orange Investment Advisors, Inc. 进行了温和的常态性持仓调整（包含新建仓 6 档、加仓 16 档、减仓 28 档与清仓 0 档），整体投资组合架构维持相对稳定。
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, SPIB, MSFT 等）合计占整体申报市值的 25.3%，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 | 5.10% | -0.15% | -6.37% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 4.61% | -0.25% | +6.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.51% | -0.28% | -2.58% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.81% | +0.93% | -0.11% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.64% | -0.24% | +6.48% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.26% | -0.02% | -4.65% | |
| 7 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 3.09% | -0.79% | -1.35% | |
| 8 | OBT | Orange County Bancorp Inc | 股票-其他 | 3.05% | +0.34% | — | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.94% | +0.13% | -3.34% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.92% | +0.99% | +7.80% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.25% | -0.01% | -1.11% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 2.02% | +1.25% | -2.60% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.02% | -3.17% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.94% | — | -2.80% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.61% | -0.12% | -1.46% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.53% | -0.01% | -3.14% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.36% | +0.10% | -1.37% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | +0.02% | +0.15% | |
| 19 | CIEN | Ciena CORP | 股票-科技 | 1.22% | +0.01% | -8.99% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.22% | +0.10% | -1.18% | |
| 21 | AZO | Autozone Inc | 股票-周期性消费 | 1.17% | -0.12% | -2.49% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.15% | +0.03% | +4.65% | |
| 23 | URI | United Rentals Inc | 股票-工业 | 1.11% | +0.23% | -8.07% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | -0.46% | -2.95% | |
| 25 | GTLS | Chart Industries Inc | 股票-工业 | 1.07% | -0.01% | -8.52% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 1.06% | +0.08% | -4.19% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.05% | +0.12% | +5.31% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.04% | -0.06% | -3.71% | |
| 29 | MDT | Medtronic plc | 股票-医疗保健 | 1.02% | -0.17% | -0.04% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.99% | -0.08% | +0.19% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.94% | -0.06% | -0.93% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.92% | +0.01% | +5.28% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | +0.24% | -1.33% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.08% | -0.21% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.88% | -0.07% | +8.82% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.88% | -0.20% | +0.35% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.87% | -0.05% | +4.75% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.82% | +0.01% | +4.58% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.77% | -0.78% | -4.65% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.72% | +0.11% | +13.42% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.69% | +0.07% | +1.08% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.69% | +0.04% | -1.41% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.68% | +0.02% | -5.71% | |
| 44 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.68% | -0.59% | EXIT | |
| 45 | GWW | Ww Grainger Inc | 股票-工业 | 0.68% | +0.07% | -1.25% | |
| 46 | FLR | Fluor CORP | 股票-工业 | 0.67% | -0.02% | -3.99% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.67% | +0.11% | -7.72% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.66% | -0.02% | -0.91% | |
| 49 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.61% | -0.48% | EXIT | |
| 50 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.61% | -0.05% | -5.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | -6.37% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | -3.34% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.8% | -2.80% | 减仓 |
| 4 | XLK | Ss Technology Select Sector | +0.6% | +7.80% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.6% | -2.58% | 减仓 |
| 6 | CIEN | Ciena CORP | +0.5% | -8.99% | 减仓 |
| 7 | KLAC | Kla CORP | +0.3% | -2.60% | 减仓 |
| 8 | NEE | Nextera Energy Inc | +0.3% | +2.62% | 加仓 |
| 9 | PWR | Quanta Services Inc | +0.3% | -3.53% | 加仓 |
| 10 | DUK | Duke Energy CORP | +0.3% | +2.49% | 加仓 |
| 11 | APH | Amphenol Corp-cl A | +0.2% | -7.72% | 减仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -1.46% | 加仓 |
| 13 | ORCL | Oracle CORP | +0.2% | -2.71% | 减仓 |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +13.42% | 加仓 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +5.31% | 加仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -5.71% | 减仓 |
| 17 | MS | Morgan Stanley | +0.1% | -4.19% | 减仓 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | -0.91% | 加仓 |
| 19 | GTLS | Chart Industries Inc | +0.1% | -8.52% | 减仓 |
| 20 | XLY | Ss Consumer Disc Select Sect | +0.1% | +5.28% | 加仓 |
| 21 | CBRE | Cbre Group Inc - A | +0.1% | -5.07% | 加仓 |
| 22 | AXP | American Express Co | +0.1% | -3.14% | 减仓 |
| 23 | XLC | Ss Comm Select Sector Spdr | +0.1% | +4.75% | 加仓 |
| 24 | CSCO | Cisco Systems Inc | 0% | -1.33% | 加仓 |
| 25 | URI | United Rentals Inc | 0% | -8.07% | 减仓 |
| 26 | ABBV | Abbvie Inc | — | -1.18% | 加仓 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -3.17% | 减仓 |
| 28 | AMZN | Amazon.com Inc | -0.1% | -1.11% | 减仓 |
| 29 | AAPL | Apple Inc | -0.1% | -4.65% | 减仓 |
| 30 | OBT | Orange County Bancorp Inc | -0.2% | — | 减仓 |
| 31 | GWW | Ww Grainger Inc | -0.3% | -1.25% | 减仓 |
| 32 | PLD | Prologis Inc | -0.3% | -7.89% | 减仓 |
| 33 | CSX | Csx CORP | -0.3% | -11.52% | 减仓 |
| 34 | SPSB | Ss Spdr P St C CORP ETF | -0.3% | +6.48% | 加仓 |
| 35 | ADBE | Adobe Inc | -0.3% | -0.21% | 减仓 |
| 36 | CMG | Chipotle Mexican Grill Inc | -0.4% | +3.27% | 减仓 |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | -0.4% | +6.16% | 加仓 |
| 38 | DHR | Danaher CORP | -0.4% | -4.65% | 减仓 |
| 39 | CRM | Salesforce Inc | -0.4% | +0.35% | 减仓 |
| 40 | XOM | Exxon Mobil CORP | -0.4% | -2.95% | 减仓 |
| 41 | MRSH | Marsh & Mclennan Cos | -0.4% | +0.19% | 减仓 |
| 42 | UNH | Unitedhealth Group Inc | -0.9% | -1.41% | 减仓 |
| 43 | LLY | Eli Lilly & Co | -0.9% | -0.11% | 减仓 |
| 44 | ISRG | Intuitive Surgical Inc | -1% | -1.35% | 减仓 |
| 45 | TTWO | Take-two Interactive Softwre | — | NEW | 新建仓 |
| 46 | NFLX | Netflix Inc | — | NEW | 新建仓 |
| 47 | NOW | Servicenow Inc | — | NEW | 新建仓 |
| 48 | MELI | Mercadolibre Inc | — | NEW | 新建仓 |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | 新建仓 |
| 50 | ROK | Rockwell Automation Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Orange Investment Advisors, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$8.2亿，共申报了 177 个公开持股仓位。
在 Q3 2025 季度，Orange Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：NVDA (5.1%)、SPIB (4.6%)、MSFT (4.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.1% 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
TTWO
市值: US$589.8万
本季最大获利了结 / 清仓标的
LLY
前期市值: US$3978.6万
在 Q3 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 16 个仓位、减仓 28 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 TTWO。
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。