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
149 檔
25.4%
根据最新整理的 13F 季度数据集，Orange Investment Advisors, Inc. 于 Q4 2025 结束时的管理资产规模为 US$8.2亿。该机构在本季度申报了 149 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Orange Investment Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 44 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Orange Investment Advisors, Inc. 的前 5 大核心持股（包含 LLY, NVDA, SPIB 等）合计占整体申报市值的 25.4%，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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.41% | +0.93% | -5.17% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.86% | -0.15% | -10.35% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 4.80% | -0.25% | -1.83% | |
| 4 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 4.14% | -0.79% | -0.45% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.95% | -0.28% | -11.77% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.79% | -0.24% | -1.73% | |
| 7 | OBT | Orange County Bancorp Inc | 股票-其他 | 3.48% | +0.34% | -5.17% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.34% | -0.02% | -9.58% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.28% | +0.13% | -18.71% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.11% | +0.99% | +96.51% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.35% | -0.01% | -6.66% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.03% | — | -6.31% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.89% | -0.02% | -13.56% | |
| 14 | KLAC | Kla CORP | 股票-科技 | 1.86% | +1.25% | -23.11% | |
| 15 | AXP | American Express Co | 股票-金融 | 1.49% | -0.01% | -17.57% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | +0.10% | -4.04% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.41% | -0.12% | -8.23% | |
| 18 | CIEN | Ciena CORP | 股票-科技 | 1.29% | +0.01% | -38.14% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | +0.02% | -7.54% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.23% | +0.10% | -3.84% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.22% | +0.03% | -1.59% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.14% | -0.08% | +21.63% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.13% | -0.06% | -14.18% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -0.46% | -11.29% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 1.09% | -0.17% | -0.19% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 1.03% | +0.08% | -18.31% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.01% | +0.12% | -13.31% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.96% | +0.01% | +97.06% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.92% | -0.20% | -11.69% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.92% | -0.07% | -1.11% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.92% | +0.01% | -5.04% | |
| 32 | AZO | Autozone Inc | 股票-周期性消费 | 0.90% | -0.12% | -8.15% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.90% | -0.05% | -2.02% | |
| 34 | DHR | Danaher CORP | 股票-医疗保健 | 0.88% | -0.78% | -6.60% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.24% | -22.34% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.78% | +0.11% | +0.44% | |
| 37 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.73% | -0.59% | EXIT | |
| 38 | URI | United Rentals Inc | 股票-工业 | 0.73% | +0.23% | -26.45% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.71% | +0.07% | -2.97% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.67% | -0.02% | -9.00% | |
| 41 | GWW | Ww Grainger Inc | 股票-工业 | 0.67% | +0.07% | -11.60% | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.67% | -0.08% | -30.54% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.66% | +0.04% | -4.93% | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.66% | -0.06% | -21.96% | |
| 45 | APH | Amphenol Corp-cl A | 股票-科技 | 0.63% | +0.11% | -18.64% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.61% | +0.02% | -23.61% | |
| 47 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.61% | -0.48% | EXIT | |
| 48 | FLR | Fluor CORP | 股票-工业 | 0.59% | -0.02% | -10.94% | |
| 49 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.59% | -0.05% | -11.43% | |
| 50 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.59% | -0.14% | -10.21% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.6% | -5.17% | 减仓 |
| 2 | ISRG | Intuitive Surgical Inc | +1.1% | -0.45% | 减仓 |
| 3 | OBT | Orange County Bancorp Inc | +0.4% | -5.17% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -18.71% | 减仓 |
| 5 | ADBE | Adobe Inc | +0.3% | +21.63% | 加仓 |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +51.31% | 加仓 |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | -1.83% | 减仓 |
| 8 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | -1.73% | 减仓 |
| 9 | DHR | Danaher CORP | +0.1% | -6.60% | 减仓 |
| 10 | AAPL | Apple Inc | +0.1% | -9.58% | 减仓 |
| 11 | AMD | Advanced Micro Devices | +0.1% | -13.64% | 减仓 |
| 12 | V | Visa Inc-class A Shares | 0% | -7.54% | 减仓 |
| 13 | ABBV | Abbvie Inc | 0% | -3.84% | 减仓 |
| 14 | XOM | Exxon Mobil CORP | 0% | -11.29% | 减仓 |
| 15 | PEP | Pepsico Inc | 0% | -10.21% | 减仓 |
| 16 | NOW | Servicenow Inc | 0% | +449.00% | 加仓 |
| 17 | CBRE | Cbre Group Inc - A | 0% | -11.43% | 减仓 |
| 18 | MELI | Mercadolibre Inc | 0% | +5.32% | 加仓 |
| 19 | MS | Morgan Stanley | 0% | -18.31% | 减仓 |
| 20 | UNH | Unitedhealth Group Inc | 0% | -4.93% | 减仓 |
| 21 | DUK | Duke Energy CORP | 0% | -5.29% | 减仓 |
| 22 | AXP | American Express Co | 0% | -17.57% | 减仓 |
| 23 | IBM | Intl Business Machines CORP | 0% | -13.31% | 减仓 |
| 24 | APH | Amphenol Corp-cl A | 0% | -18.64% | 减仓 |
| 25 | SHW | Sherwin-williams Co/the | 0% | -6.06% | 减仓 |
| 26 | PWR | Quanta Services Inc | 0% | -14.25% | 减仓 |
| 27 | LECO | Lincoln Electric Holdings | 0% | -14.66% | 减仓 |
| 28 | MDLZ | Mondelez International Inc-a | 0% | -2.96% | 减仓 |
| 29 | TRMB | Trimble Inc | 0% | -13.12% | 减仓 |
| 30 | CVX | Chevron CORP | 0% | -14.15% | 减仓 |
| 31 | CSX | Csx CORP | -0.1% | -16.98% | 减仓 |
| 32 | GNRC | Generac Holdings Inc | -0.1% | -7.98% | 减仓 |
| 33 | CSCO | Cisco Systems Inc | -0.1% | -22.34% | 减仓 |
| 34 | GS | Goldman Sachs Group Inc | -0.1% | -23.61% | 减仓 |
| 35 | BAC | Bank Of America CORP | -0.1% | -24.01% | 减仓 |
| 36 | BKR | Baker Hughes Co | -0.1% | -13.28% | 减仓 |
| 37 | NFLX | Netflix Inc | -0.1% | +920.61% | 加仓 |
| 38 | FLR | Fluor CORP | -0.1% | -10.94% | 减仓 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | -13.56% | 减仓 |
| 40 | KLAC | Kla CORP | -0.2% | -23.11% | 减仓 |
| 41 | ORCL | Oracle CORP | -0.2% | -22.27% | 减仓 |
| 42 | META | Meta Platforms Inc-class A | -0.2% | -8.23% | 减仓 |
| 43 | NVDA | Nvidia CORP | -0.2% | -10.35% | 减仓 |
| 44 | AZO | Autozone Inc | -0.3% | -8.15% | 减仓 |
| 45 | HD | Home Depot Inc | -0.3% | -21.96% | 减仓 |
| 46 | MRSH | Marsh & Mclennan Cos | -0.3% | -30.54% | 减仓 |
| 47 | URI | United Rentals Inc | -0.4% | -26.45% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.6% | -11.77% | 减仓 |
| 49 | GTLS | Chart Industries Inc | -1% | -96.97% | 减仓 |
| 50 | SUN | Sunoco LP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Orange Investment Advisors, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$8.2亿，共申报了 149 个公开持股仓位。
在 Q4 2025 季度，Orange Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：LLY (5.4%)、NVDA (4.9%)、SPIB (4.8%)。其中最大持股仓位 LLY 占据整体投资组合约 5.4% 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。
本季最大获利了结 / 清仓标的
SUN
前期市值: US$60.0万
在 Q4 2025 季度中，Orange Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 5 个仓位、减仓 44 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 SUN。
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。