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: 0001511229
申报总市值
US$1.4亿
US$1.4亿
58 檔
35.2%
根据最新整理的 13F 季度数据集，Orca Investment Management, LLC 于 Q4 2025 结束时的管理资产规模为 US$1.4亿。该机构在本季度申报了 58 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Orca Investment Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 4 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，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 35.2%，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 | 10.49% | -1.54% | -1.24% | |
| 2 | ✓ | 股票-其他 | 8.99% | — | -1.42% | ||
| 3 | AAPL | Apple Inc | 股票-科技 | 7.98% | -0.32% | -0.39% | |
| 4 | ✓ | 股票-其他 | 5.62% | — | -0.08% | ||
| 5 | ✓ | 股票-其他 | 5.16% | — | -0.02% | ||
| 6 | ✓ | 股票-其他 | 4.63% | — | +0.06% | ||
| 7 | ✓ | 股票-其他 | 4.12% | — | -0.37% | ||
| 8 | COHR | Coherent CORP | 股票-科技 | 3.11% | -0.71% | — | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.87% | -0.43% | -0.06% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.62% | -0.04% | +0.33% | |
| 11 | ✓ | 股票-其他 | 2.51% | — | -0.81% | ||
| 12 | PRU | Prudential Financial Inc | 股票-金融 | 2.21% | -0.16% | +0.30% | |
| 13 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.20% | +0.48% | +0.52% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.09% | -0.06% | -0.83% | |
| 15 | ✓ | 股票-其他 | 1.80% | — | +0.25% | ||
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.74% | -1.86% | EXIT | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.68% | +0.44% | -2.00% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.65% | -1.14% | -0.45% | |
| 19 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.64% | -0.25% | -3.71% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.60% | +0.15% | +0.59% | |
| 21 | ✓ | 股票-其他 | 1.53% | — | +0.85% | ||
| 22 | INTC | Intel CORP | 股票-科技 | 1.47% | +3.15% | +0.45% | |
| 23 | WTAI | Wisdomtree Ai And Innovation | ETF-其他 | 1.44% | — | -1.20% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.37% | +0.03% | -0.42% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工业 | 1.33% | -0.10% | -3.56% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.27% | -0.12% | +0.15% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.16% | — | +0.24% | |
| 28 | SNA | Snap-on Inc | 股票-工业 | 1.06% | -0.08% | -0.08% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.89% | +0.01% | +0.27% | |
| 30 | ✓ | 股票-其他 | 0.87% | — | +1.06% | ||
| 31 | ✓ | 股票-其他 | 0.86% | — | -0.45% | ||
| 32 | ✓ | 股票-其他 | 0.75% | — | +0.22% | ||
| 33 | ✓ | 股票-其他 | 0.74% | — | +99.91% | ||
| 34 | ✓ | 股票-其他 | 0.73% | — | — | ||
| 35 | ✓ | 股票-其他 | 0.68% | — | -1.40% | ||
| 36 | MS | Morgan Stanley | 股票-金融 | 0.66% | +0.06% | -1.52% | |
| 37 | ✓ | 股票-其他 | 0.64% | — | — | ||
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.63% | -0.04% | +1.13% | |
| 39 | ✓ | 股票-其他 | 0.63% | — | -5.99% | ||
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.04% | -80.56% | |
| 41 | PFE | Pfizer Inc | 股票-医疗保健 | 0.49% | -0.17% | -3.03% | |
| 42 | ✓ | 股票-其他 | 0.48% | — | -1.41% | ||
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.46% | -0.02% | -0.14% | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.44% | -0.13% | +0.08% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.44% | -0.04% | +1.11% | |
| 46 | ✓ | 股票-其他 | 0.42% | — | +0.20% | ||
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.40% | -0.05% | -0.07% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | -0.06% | +1.09% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.36% | -0.06% | -1.55% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.31% | +0.02% | -1.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.6% | -1.42% | 减仓 | |
| 2 | ✓ | +1% | +0.06% | 加仓 | |
| 3 | ✓ | +0.8% | -0.37% | 减仓 | |
| 4 | LLY | Eli Lilly & Co | +0.4% | +0.59% | 加仓 |
| 5 | ✓ | +0.3% | +0.85% | 加仓 | |
| 6 | JNJ | Johnson & Johnson | +0.2% | -0.06% | 减仓 |
| 7 | AAPL | Apple Inc | +0.2% | -0.39% | 减仓 |
| 8 | UPS | United Parcel Service-cl B | +0.1% | -3.56% | 减仓 |
| 9 | PRU | Prudential Financial Inc | +0.1% | +0.30% | 加仓 |
| 10 | ✓ | +0.1% | -0.45% | 减仓 | |
| 11 | INTC | Intel CORP | +0.1% | +0.45% | 加仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.45% | 减仓 |
| 13 | ✓ | +0.1% | — | 不变 | |
| 14 | ✓ | 0% | -0.08% | 减仓 | |
| 15 | AMZN | Amazon.com Inc | 0% | +0.33% | 加仓 |
| 16 | CVS | Cvs Health CORP | 0% | +0.52% | 加仓 |
| 17 | MS | Morgan Stanley | 0% | -1.52% | 减仓 |
| 18 | ✓ | 0% | -1.40% | 减仓 | |
| 19 | C | Citigroup Inc | 0% | -1.53% | 减仓 |
| 20 | SCHW | Schwab (charles) CORP | — | -1.55% | 减仓 |
| 21 | SCHM | Schwab US Mid Cap ETF | 0% | +0.27% | 加仓 |
| 22 | ✓ | 0% | +0.25% | 加仓 | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -0.22% | 减仓 |
| 24 | PG | Procter & Gamble Co/the | 0% | +1.09% | 加仓 |
| 25 | IWM | Ishares Russell 2000 ETF | 0% | -0.42% | 减仓 |
| 26 | KMB | Kimberly-clark CORP | -0.1% | +1.00% | 加仓 |
| 27 | GPC | Genuine Parts Co | -0.1% | +1.07% | 加仓 |
| 28 | UTG | Reaves Utility Income Fund | -0.1% | -2.81% | 减仓 |
| 29 | PFE | Pfizer Inc | -0.1% | -3.03% | 减仓 |
| 30 | ✓ | -0.1% | — | 不变 | |
| 31 | ✓ | -0.1% | +0.22% | 加仓 | |
| 32 | WTAI | Wisdomtree Ai And Innovation | -0.1% | -1.20% | 减仓 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.83% | 减仓 |
| 34 | ✓ | -0.1% | -21.17% | 减仓 | |
| 35 | ✓ | -0.1% | -0.02% | 减仓 | |
| 36 | ✓ | -0.1% | +0.20% | 加仓 | |
| 37 | ✓ | -0.1% | -0.81% | 减仓 | |
| 38 | ADP | Automatic Data Processing | -0.1% | +1.13% | 加仓 |
| 39 | ✓ | -0.1% | -5.99% | 减仓 | |
| 40 | SPMO | Invesco S&p 500 Momentum ETF | -0.1% | -2.00% | 减仓 |
| 41 | ADM | Archer-daniels-midland Co | -0.2% | -3.71% | 减仓 |
| 42 | ✓ | -0.3% | -1.41% | 减仓 | |
| 43 | HD | Home Depot Inc | -0.3% | +0.15% | 加仓 |
| 44 | MSFT | Microsoft CORP | -1.3% | -1.24% | 减仓 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -2.2% | -80.56% | 减仓 |
| 46 | COHR | Coherent CORP | — | NEW | 新建仓 |
| 47 | ✓ | — | EXIT | 清仓 | |
| 48 | SWX | Southwest Gas Holdings Inc | — | EXIT | 清仓 |
| 49 | VV | Vanguard Large-cap ETF | — | EXIT | 清仓 |
| 50 | XLC | Ss Comm Select Sector Spdr | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Orca Investment Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 58 个公开持股仓位。
在 Q4 2025 季度，Orca Investment Management, LLC 按市值排列的前三大核心持股分别为：MSFT (10.5%)、 (9.0%)、AAPL (8.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.5% 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
COHR
市值: US$394.8万
本季最大获利了结 / 清仓标的
前期市值: US$233.6万
在 Q4 2025 季度中，Orca Investment Management, LLC 共进行了 48 项持仓异动，包含新建仓 1 个仓位、加仓 16 个仓位、减仓 27 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 COHR。 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。