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: 0001511229
申报总市值
US$1.4亿
US$1.4亿
61 檔
33.5%
Orca Investment Management, LLC 在 Q3 2025 季度的美股仓位总计估值为 US$1.4亿，分散于 61 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Orca Investment Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 22 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Orca Investment Management, LLC 的前 5 大核心持股（包含 MSFT, AAPL, 等）合计占整体申报市值的 33.5%，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 | MSFT | Microsoft CORP | 股票-科技 | 11.83% | -1.54% | -1.17% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.80% | -0.32% | +0.20% | |
| 3 | ✓ | 股票-其他 | 7.36% | — | -1.66% | ||
| 4 | ✓ | 股票-其他 | 5.58% | — | -0.06% | ||
| 5 | ✓ | 股票-其他 | 5.24% | — | -0.39% | ||
| 6 | ✓ | 股票-其他 | 3.68% | — | -0.47% | ||
| 7 | ✓ | 股票-其他 | 3.34% | — | -0.14% | ||
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.75% | -0.04% | -1.95% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.67% | -0.43% | -0.79% | |
| 10 | ✓ | 股票-其他 | 2.59% | — | -0.45% | ||
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.58% | -0.04% | +85.83% | |
| 12 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.16% | +0.48% | -2.29% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.15% | -0.06% | -1.24% | |
| 14 | PRU | Prudential Financial Inc | 股票-金融 | 2.10% | -0.16% | -0.53% | |
| 15 | ✓ | 股票-其他 | 1.91% | — | -4.08% | ||
| 16 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.84% | -0.25% | -1.42% | |
| 17 | ✓ | 股票-其他 | 1.83% | — | -0.81% | ||
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.80% | +0.44% | -2.90% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.77% | -1.86% | EXIT | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.58% | -1.14% | -0.86% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.55% | -0.12% | -0.89% | |
| 22 | WTAI | Wisdomtree Ai And Innovation | ETF-其他 | 1.49% | — | -0.86% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.41% | +0.03% | -0.03% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.39% | +3.15% | -2.72% | |
| 25 | ✓ | 股票-其他 | 1.26% | — | -0.97% | ||
| 26 | UPS | United Parcel Service-cl B | 股票-工业 | 1.20% | -0.10% | -1.94% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.20% | — | -1.50% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.17% | +0.15% | +1.02% | |
| 29 | SNA | Snap-on Inc | 股票-工业 | 1.11% | -0.08% | -0.10% | |
| 30 | ✓ | 股票-其他 | 0.91% | — | -1.32% | ||
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.91% | +0.01% | -0.90% | |
| 32 | ✓ | 股票-其他 | 0.80% | — | -0.85% | ||
| 33 | ✓ | 股票-其他 | 0.78% | — | — | ||
| 34 | ✓ | 股票-其他 | 0.76% | — | +0.15% | ||
| 35 | ✓ | 股票-其他 | 0.76% | — | -0.12% | ||
| 36 | ✓ | 股票-其他 | 0.75% | — | -52.59% | ||
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | -0.04% | -1.34% | |
| 38 | ✓ | 股票-其他 | 0.74% | — | — | ||
| 39 | ✓ | 股票-其他 | 0.65% | — | — | ||
| 40 | MS | Morgan Stanley | 股票-金融 | 0.62% | +0.06% | — | |
| 41 | ✓ | 股票-其他 | 0.58% | — | — | ||
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.54% | -0.17% | -0.27% | |
| 43 | ✓ | 股票-其他 | 0.50% | — | -0.87% | ||
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.49% | -0.02% | -0.20% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.45% | -0.13% | -0.21% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.44% | -0.04% | -1.34% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | -0.05% | -0.13% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | -0.06% | -1.27% | |
| 49 | ✓ | 股票-其他 | 0.38% | — | -0.94% | ||
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.36% | -0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2.1% | -0.06% | 加仓 | |
| 2 | AMZN | Amazon.com Inc | +1.1% | +85.83% | 加仓 |
| 3 | ✓ | +1.1% | -1.66% | 减仓 | |
| 4 | ✓ | +0.8% | -0.14% | 加仓 | |
| 5 | MSFT | Microsoft CORP | +0.7% | -1.17% | 减仓 |
| 6 | ✓ | +0.3% | -4.08% | 减仓 | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.86% | 减仓 |
| 8 | ✓ | +0.3% | — | 减仓 | |
| 9 | WTAI | Wisdomtree Ai And Innovation | +0.1% | -0.86% | 减仓 |
| 10 | ✓ | +0.1% | -0.81% | 加仓 | |
| 11 | INTC | Intel CORP | +0.1% | -2.72% | 减仓 |
| 12 | ✓ | +0.1% | — | 减仓 | |
| 13 | MS | Morgan Stanley | +0.1% | — | 减仓 |
| 14 | C | Citigroup Inc | 0% | — | 减仓 |
| 15 | IWM | Ishares Russell 2000 ETF | — | -0.03% | 加仓 |
| 16 | SCHW | Schwab (charles) CORP | — | — | 减仓 |
| 17 | UTG | Reaves Utility Income Fund | — | — | 不变 |
| 18 | EMR | Emerson Electric Co | 0% | -1.34% | 加仓 |
| 19 | DIS | Walt Disney Co/the | 0% | -0.13% | 加仓 |
| 20 | GPC | Genuine Parts Co | 0% | -1.30% | 加仓 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.24% | 加仓 |
| 22 | ✓ | -0.1% | -0.87% | 加仓 | |
| 23 | SCHM | Schwab US Mid Cap ETF | -0.1% | -0.90% | 加仓 |
| 24 | ✓ | -0.1% | — | 不变 | |
| 25 | ✓ | -0.1% | -1.32% | 加仓 | |
| 26 | ✓ | -0.1% | -0.39% | 加仓 | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | -0.1% | -2.90% | 减仓 |
| 28 | ADM | Archer-daniels-midland Co | -0.1% | -1.42% | 减仓 |
| 29 | PG | Procter & Gamble Co/the | -0.1% | -1.27% | 加仓 |
| 30 | HD | Home Depot Inc | -0.2% | -0.89% | 加仓 |
| 31 | SBUX | Starbucks CORP | -0.2% | -0.20% | 加仓 |
| 32 | SNA | Snap-on Inc | -0.2% | -0.10% | 加仓 |
| 33 | ✓ | -0.2% | -0.47% | 加仓 | |
| 34 | ✓ | -0.3% | -0.45% | 加仓 | |
| 35 | ✓ | -0.3% | +0.15% | 加仓 | |
| 36 | UPS | United Parcel Service-cl B | -0.4% | -1.94% | 加仓 |
| 37 | AAPL | Apple Inc | -0.5% | +0.20% | 加仓 |
| 38 | JNJ | Johnson & Johnson | -0.5% | -0.79% | 减仓 |
| 39 | PRU | Prudential Financial Inc | -0.9% | -0.53% | 减仓 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -1.95% | 减仓 |
| 41 | ✓ | -1.3% | -52.59% | 减仓 | |
| 42 | ✓ | — | EXIT | 清仓 | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | 新建仓 |
| 44 | ✓ | — | NEW | 新建仓 | |
| 45 | XLI | Ss Industrial Select Sector | — | NEW | 新建仓 |
| 46 | IFF | Intl Flavors & Fragrances | — | EXIT | 清仓 |
| 47 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 48 | VEA | Vanguard Ftse Developed ETF | — | EXIT | 清仓 |
| 49 | XLC | Ss Comm Select Sector Spdr | — | NEW | 新建仓 |
| 50 | IWL | Ishares Russell Top 200 ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Orca Investment Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 61 个公开持股仓位。
在 Q3 2025 季度，Orca Investment Management, LLC 按市值排列的前三大核心持股分别为：MSFT (11.8%)、AAPL (7.8%)、 (7.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 11.8% 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
SPTM
市值: US$216.3万
本季最大获利了结 / 清仓标的
前期市值: US$249.3万
在 Q3 2025 季度中，Orca Investment Management, LLC 共进行了 48 项持仓异动，包含新建仓 6 个仓位、加仓 22 个仓位、减仓 17 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SPTM。 本季清仓仓位包含 。
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。