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
77 檔
33.0%
在 Q1 2026 的 13F 官方备案中，Orca Investment Management, LLC 管理的美股投资组合规模来到 US$1.4亿，整体持股档数为 77 档。
在 Q1 2026，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 46 个仓位并完全清仓 2 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 , GOOG, MSFT 等）合计占整体申报市值的 33.0%，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 | ✓ | 股票-其他 | 8.56% | — | -3.52% | ||
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 8.56% | -0.13% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.29% | -1.54% | -4.37% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 7.86% | -0.32% | -2.34% | |
| 5 | ✓ | 股票-其他 | 5.38% | — | -0.93% | ||
| 6 | AVGO | Broadcom Inc | 股票-科技 | 5.38% | +0.14% | — | |
| 7 | ✓ | 股票-其他 | 5.29% | — | -0.37% | ||
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.29% | -0.17% | — | |
| 9 | ✓ | 股票-其他 | 5.11% | — | -0.74% | ||
| 10 | CAH | Cardinal Health Inc | 股票-医疗保健 | 5.11% | -0.27% | — | |
| 11 | ✓ | 股票-其他 | 3.97% | — | -2.90% | ||
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.97% | +0.18% | — | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.57% | -0.43% | -2.43% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.51% | -0.04% | -1.60% | |
| 15 | ✓ | 股票-其他 | 2.42% | — | -0.70% | ||
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 2.42% | -0.20% | — | |
| 17 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 2.23% | -0.25% | -0.30% | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.14% | +0.48% | -0.32% | |
| 19 | COHR | Coherent CORP | 股票-科技 | 2.14% | -0.71% | -50.66% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.12% | -0.06% | -2.04% | |
| 21 | PRU | Prudential Financial Inc | 股票-金融 | 2.05% | -0.16% | -0.62% | |
| 22 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.96% | -0.05% | — | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.95% | -1.14% | -1.31% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.91% | +3.15% | +0.54% | |
| 25 | ✓ | 股票-其他 | 1.86% | — | -1.34% | ||
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.86% | -0.06% | — | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.86% | -1.86% | EXIT | |
| 28 | ✓ | 股票-其他 | 1.70% | — | -4.26% | ||
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.10% | — | |
| 30 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.61% | +0.44% | -4.99% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.49% | +0.03% | -0.03% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.42% | +0.15% | -3.60% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 1.33% | -0.10% | -6.49% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.30% | — | -0.41% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 1.27% | -0.12% | -3.29% | |
| 36 | SNA | Snap-on Inc | 股票-工业 | 1.18% | -0.08% | -2.13% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.97% | +0.01% | -1.48% | |
| 38 | ✓ | 股票-其他 | 0.95% | — | -2.75% | ||
| 39 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.95% | -0.18% | — | |
| 40 | ✓ | 股票-其他 | 0.87% | — | -0.15% | ||
| 41 | XLB | Ss Materials Select Sector | ETF-其他 | 0.87% | +1.34% | — | |
| 42 | ✓ | 股票-其他 | 0.85% | — | -4.78% | ||
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.85% | -0.02% | — | |
| 44 | ✓ | 股票-其他 | 0.82% | — | -2.06% | ||
| 45 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.82% | -0.25% | — | |
| 46 | ✓ | 股票-其他 | 0.80% | — | — | ||
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.80% | -0.10% | — | |
| 48 | ✓ | 股票-其他 | 0.74% | — | -3.54% | ||
| 49 | BROS | Dutch Bros Inc-class A | 股票-周期性消费 | 0.74% | +0.14% | — | |
| 50 | ✓ | 股票-其他 | 0.73% | — | -10.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.7% | -2.43% | 减仓 |
| 2 | ADM | Archer-daniels-midland Co | +0.6% | -0.30% | 减仓 |
| 3 | ✓ | +0.5% | -0.74% | 减仓 | |
| 4 | INTC | Intel CORP | +0.4% | +0.54% | 加仓 |
| 5 | ✓ | +0.3% | -1.34% | 减仓 | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.31% | 减仓 |
| 7 | ✓ | +0.2% | -2.75% | 减仓 | |
| 8 | ✓ | +0.2% | -2.06% | 减仓 | |
| 9 | XLI | Ss Industrial Select Sector | +0.1% | -0.41% | 减仓 |
| 10 | ✓ | +0.1% | -0.37% | 减仓 | |
| 11 | ✓ | +0.1% | -0.15% | 减仓 | |
| 12 | SNA | Snap-on Inc | +0.1% | -2.13% | 减仓 |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +3.25% | 加仓 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.03% | 减仓 |
| 15 | ✓ | +0.1% | -9.72% | 减仓 | |
| 16 | PFE | Pfizer Inc | +0.1% | -3.45% | 减仓 |
| 17 | ✓ | +0.1% | -10.45% | 减仓 | |
| 18 | ✓ | +0.1% | -3.75% | 减仓 | |
| 19 | SCHM | Schwab US Mid Cap ETF | +0.1% | -1.48% | 减仓 |
| 20 | CVX | Chevron CORP | +0.1% | -8.93% | 减仓 |
| 21 | ✓ | +0.1% | — | 不变 | |
| 22 | SBUX | Starbucks CORP | +0.1% | -2.50% | 减仓 |
| 23 | UTG | Reaves Utility Income Fund | +0.1% | — | 不变 |
| 24 | PEP | Pepsico Inc | +0.1% | -3.51% | 减仓 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.04% | 减仓 |
| 26 | ✓ | 0% | — | 不变 | |
| 27 | PG | Procter & Gamble Co/the | 0% | -2.17% | 减仓 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不变 |
| 29 | EMR | Emerson Electric Co | 0% | -2.15% | 减仓 |
| 30 | C | Citigroup Inc | 0% | — | 不变 |
| 31 | PPG | Ppg Industries Inc | 0% | -2.11% | 减仓 |
| 32 | SCHW | Schwab (charles) CORP | 0% | — | 不变 |
| 33 | KMB | Kimberly-clark CORP | 0% | -2.16% | 减仓 |
| 34 | UPS | United Parcel Service-cl B | — | -6.49% | 减仓 |
| 35 | HD | Home Depot Inc | — | -3.29% | 减仓 |
| 36 | MS | Morgan Stanley | — | — | 不变 |
| 37 | ✓ | — | -7.38% | 减仓 | |
| 38 | ✓ | 0% | -4.78% | 减仓 | |
| 39 | GPC | Genuine Parts Co | 0% | -2.19% | 减仓 |
| 40 | DIS | Walt Disney Co/the | 0% | -0.07% | 减仓 |
| 41 | CVS | Cvs Health CORP | -0.1% | -0.32% | 减仓 |
| 42 | SPMO | Invesco S&p 500 Momentum ETF | -0.1% | -4.99% | 减仓 |
| 43 | ✓ | -0.1% | -0.70% | 减仓 | |
| 44 | ✓ | -0.1% | — | 不变 | |
| 45 | ✓ | -0.1% | -4.26% | 减仓 | |
| 46 | AMZN | Amazon.com Inc | -0.1% | -1.60% | 减仓 |
| 47 | ADP | Automatic Data Processing | -0.1% | -3.01% | 减仓 |
| 48 | AAPL | Apple Inc | -0.1% | -2.34% | 减仓 |
| 49 | ✓ | -0.1% | -3.54% | 减仓 | |
| 50 | ✓ | -0.2% | -2.90% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Orca Investment Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.4亿，共申报了 77 个公开持股仓位。
在 Q1 2026 季度，Orca Investment Management, LLC 按市值排列的前三大核心持股分别为： (8.6%)、GOOG (8.6%)、MSFT (8.3%)。其中最大持股仓位 占据整体投资组合约 8.6% 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
BHP
市值: US$230.5万
本季最大获利了结 / 清仓标的
WTAI
前期市值: US$183.0万
在 Q1 2026 季度中，Orca Investment Management, LLC 共进行了 51 项持仓异动，包含新建仓 1 个仓位、加仓 2 个仓位、减仓 46 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BHP。 本季清仓仓位包含 WTAI。
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。