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: 0002043765
申报总市值
US$1.7亿
US$1.7亿
64 檔
20.6%
截至 Q1 2025 季度末，Orca Wealth Management, LLC 的美股持仓估值约为 US$1.7亿，全数申报仓位共有 64 档。
在 Q1 2025，Orca Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 32 个既有持股进行加仓（合计增持 36 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 Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, ORI, AZNN 等）合计占整体申报市值的 20.6%，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 | AAPL | Apple Inc | 股票-科技 | 11.79% | -0.64% | +1.46% | |
| 2 | ORI | Old Republic Intl CORP | 股票-金融 | 5.40% | -0.60% | +6.91% | |
| 3 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 4.61% | — | +1.40% | |
| 4 | QCOM | Qualcomm Inc | 股票-科技 | 4.53% | +0.60% | -1.46% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 4.38% | +1.22% | +0.10% | |
| 6 | RTX | Rtx CORP | 股票-工业 | 3.92% | -0.77% | +0.16% | |
| 7 | PM | Philip Morris International | 股票-非周期性消费 | 3.89% | -0.16% | +4.70% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.30% | -1.15% | +0.16% | |
| 9 | CB | Chubb Limited | 股票-金融 | 3.17% | -0.33% | +0.25% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.16% | -0.22% | +0.26% | |
| 11 | PRU | Prudential Financial Inc | 股票-金融 | 2.90% | — | +0.40% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.56% | +0.04% | -0.19% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 2.17% | -0.19% | +0.41% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.13% | -0.69% | -0.01% | |
| 15 | DOW | Dow Inc | 股票-原材料 | 2.00% | -0.92% | +1.15% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.96% | -0.03% | +0.31% | |
| 17 | EXE | Expand Energy CORP | 股票-能源 | 1.89% | -0.37% | +0.02% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.70% | -0.04% | -0.78% | |
| 19 | CSX | Csx CORP | 股票-工业 | 1.68% | -0.02% | +0.25% | |
| 20 | UBS | UBS Group AG | 股票-金融 | 1.64% | +0.12% | -0.38% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.46% | -0.11% | -0.39% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.44% | +0.04% | +4.93% | |
| 23 | HON | Honeywell International Inc | 股票-工业 | 1.41% | -1.17% | EXIT | |
| 24 | DUK | Duke Energy CORP | 股票-公用事业 | 1.38% | -0.23% | +0.69% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 1.34% | — | +0.23% | |
| 26 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.32% | — | +2.48% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.30% | -0.01% | -0.13% | |
| 28 | CMI | Cummins Inc | 股票-工业 | 1.28% | +0.20% | +0.15% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.26% | -0.11% | +83.11% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.25% | -0.32% | +0.74% | |
| 31 | FITB | Fifth Third Bancorp | 股票-金融 | 1.24% | +0.02% | +0.84% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.24% | +0.09% | +2.56% | |
| 33 | BG | Bunge Global SA | 股票-非周期性消费 | 1.09% | — | -0.05% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 1.05% | -0.31% | +0.38% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.97% | +0.44% | -0.06% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.89% | -0.07% | +2.44% | |
| 37 | GD | General Dynamics CORP | 股票-工业 | 0.82% | -0.11% | -0.38% | |
| 38 | T | At&t Inc | 股票-通信服务 | 0.82% | -0.27% | +0.29% | |
| 39 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.75% | -0.07% | — | |
| 40 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.71% | — | +1.86% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.71% | -0.06% | — | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.11% | +5.95% | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.66% | +5.83% | +1.54% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.63% | -0.07% | +3.51% | |
| 45 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.50% | -0.24% | EXIT | |
| 46 | SBCF | Seacoast Banking Corp/fl | 股票-其他 | 0.40% | -0.37% | EXIT | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.38% | -0.05% | +4.82% | |
| 48 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.38% | +0.02% | -0.63% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.37% | -0.05% | +0.04% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | -0.06% | +4.59% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | +1.1% | +4.70% | 加仓 |
| 2 | ORI | Old Republic Intl CORP | +0.7% | +6.91% | 加仓 |
| 3 | AZNN | Astrazeneca Plc-spons Adr | +0.5% | +1.40% | 加仓 |
| 4 | RTX | Rtx CORP | +0.5% | +0.16% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | +83.11% | 加仓 |
| 6 | SBCF | Seacoast Banking Corp/fl | +0.4% | NEW | 新建仓 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +0.16% | 加仓 |
| 8 | ABBV | Abbvie Inc | +0.3% | +0.31% | 加仓 |
| 9 | AXP | American Express Co | +0.3% | NEW | 新建仓 |
| 10 | CVX | Chevron CORP | +0.3% | -0.01% | 减仓 |
| 11 | CB | Chubb Limited | +0.3% | +0.25% | 加仓 |
| 12 | TTEN | Totalenergies Se -spon Adr | +0.2% | +2.48% | 加仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.39% | 减仓 |
| 14 | EXE | Expand Energy CORP | +0.2% | +0.02% | 加仓 |
| 15 | AMZN | Amazon.com Inc | +0.2% | NEW | 新建仓 |
| 16 | GE | General Electric | +0.2% | NEW | 新建仓 |
| 17 | DUK | Duke Energy CORP | +0.2% | +0.69% | 加仓 |
| 18 | T | At&t Inc | +0.2% | +0.29% | 加仓 |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +0.10% | 加仓 |
| 20 | VZ | Verizon Communications Inc | +0.2% | +0.74% | 加仓 |
| 21 | ED | Consolidated Edison Inc | +0.1% | — | 不变 |
| 22 | SAN | Banco Santander Sa-spon Adr | +0.1% | -0.63% | 减仓 |
| 23 | PSX | Phillips 66 | +0.1% | +0.23% | 加仓 |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不变 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +0.26% | 加仓 |
| 26 | ABT | Abbott Laboratories | +0.1% | +4.59% | 加仓 |
| 27 | SO | Southern Co/the | 0% | +0.04% | 加仓 |
| 28 | MO | Altria Group Inc | 0% | +1.94% | 加仓 |
| 29 | FDX | Fedex CORP | 0% | -1.30% | 减仓 |
| 30 | MRK | Merck & Co. Inc. | -0.1% | +3.51% | 加仓 |
| 31 | MSFT | Microsoft CORP | -0.1% | +5.95% | 加仓 |
| 32 | BAC | Bank Of America CORP | -0.1% | -0.13% | 减仓 |
| 33 | LMT | Lockheed Martin CORP | -0.1% | +0.38% | 加仓 |
| 34 | FITB | Fifth Third Bancorp | -0.1% | +0.84% | 加仓 |
| 35 | BNS | Bank Of Nova Scotia | -0.1% | +1.86% | 加仓 |
| 36 | QCOM | Qualcomm Inc | -0.1% | -1.46% | 减仓 |
| 37 | CAT | Caterpillar Inc | -0.1% | -0.06% | 减仓 |
| 38 | HON | Honeywell International Inc | -0.1% | -0.09% | 减仓 |
| 39 | CMI | Cummins Inc | -0.2% | +0.15% | 加仓 |
| 40 | CSX | Csx CORP | -0.2% | +0.25% | 加仓 |
| 41 | PRU | Prudential Financial Inc | -0.2% | +0.40% | 加仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.56% | 加仓 |
| 43 | GOOG | Alphabet Inc-cl C | -0.2% | +4.93% | 加仓 |
| 44 | DOW | Dow Inc | -0.3% | +1.15% | 加仓 |
| 45 | WBA | Walgreens Boots Alliance Inc | -0.3% | EXIT | 清仓 |
| 46 | BX | Blackstone Inc | -0.5% | +0.41% | 加仓 |
| 47 | IP | International Paper Co | -0.8% | EXIT | 清仓 |
| 48 | AVGO | Broadcom Inc | -1% | -0.19% | 减仓 |
| 49 | INTC | Intel CORP | -1.2% | EXIT | 清仓 |
| 50 | AAPL | Apple Inc | -1.4% | +1.46% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Orca Wealth Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 64 个公开持股仓位。
在 Q1 2025 季度，Orca Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (11.8%)、ORI (5.4%)、AZNN (4.6%)。其中最大持股仓位 AAPL 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
SBCF
市值: US$44.5万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$132.9万
在 Q1 2025 季度中，Orca Wealth Management, LLC 共进行了 48 项持仓异动，包含新建仓 4 个仓位、加仓 32 个仓位、减仓 9 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SBCF。 本季清仓仓位包含 INTC。
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。