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
20.1%
根据最新整理的 13F 季度数据集，Orca Wealth Management, LLC 于 Q2 2025 结束时的管理资产规模为 US$1.7亿。该机构在本季度申报了 64 档美股持仓，呈现出该时期的主要投资地图。
Orca Wealth Management, LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 23 档持股的同时，亦同步清仓 4 档并减仓 17 档标的。
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, CSCO 等）合计占整体申报市值的 20.1%，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 | 10.00% | -0.64% | -2.45% | |
| 2 | ORI | Old Republic Intl CORP | 股票-金融 | 5.00% | -0.60% | +0.29% | |
| 3 | CSCO | Cisco Systems Inc | 股票-科技 | 4.66% | +1.22% | +0.37% | |
| 4 | QCOM | Qualcomm Inc | 股票-科技 | 4.38% | +0.60% | -0.91% | |
| 5 | PM | Philip Morris International | 股票-非周期性消费 | 4.23% | -0.16% | +0.53% | |
| 6 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 4.10% | — | -0.74% | |
| 7 | RTX | Rtx CORP | 股票-工业 | 4.06% | -0.77% | -0.05% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.90% | +0.04% | -1.68% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.45% | -0.22% | -1.67% | |
| 10 | CB | Chubb Limited | 股票-金融 | 2.85% | -0.33% | -0.49% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.84% | -1.15% | +0.77% | |
| 12 | PRU | Prudential Financial Inc | 股票-金融 | 2.62% | — | -0.07% | |
| 13 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 2.24% | -0.19% | — | |
| 14 | BX | Blackstone Inc | 股票-金融 | 2.13% | -0.19% | -2.76% | |
| 15 | EXE | Expand Energy CORP | 股票-能源 | 1.87% | -0.37% | +0.07% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.79% | -0.04% | +1.11% | |
| 17 | CSX | Csx CORP | 股票-工业 | 1.76% | -0.02% | +0.28% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.11% | +1.10% | |
| 19 | UBS | UBS Group AG | 股票-金融 | 1.74% | +0.12% | +1.89% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.71% | -0.69% | -0.50% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.60% | -0.03% | -2.42% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.55% | +0.04% | +0.30% | |
| 23 | DOW | Dow Inc | 股票-原材料 | 1.48% | -0.92% | +3.52% | |
| 24 | HON | Honeywell International Inc | 股票-工业 | 1.46% | -1.17% | EXIT | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.41% | -0.01% | +1.20% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 1.35% | +5.83% | +52.96% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.34% | +0.09% | +1.16% | |
| 28 | CMI | Cummins Inc | 股票-工业 | 1.27% | +0.20% | +0.61% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事业 | 1.26% | -0.23% | +0.64% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.11% | -0.69% | |
| 31 | FITB | Fifth Third Bancorp | 股票-金融 | 1.24% | +0.02% | +1.07% | |
| 32 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.16% | — | -1.07% | |
| 33 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.13% | -0.32% | +0.99% | |
| 34 | EOG | Eog Resources Inc | 股票-能源 | 1.11% | -0.30% | — | |
| 35 | BG | Bunge Global SA | 股票-非周期性消费 | 1.08% | — | +0.29% | |
| 36 | CAT | Caterpillar Inc | 股票-工业 | 1.07% | +0.44% | +0.21% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 1.02% | -0.31% | +0.15% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.11% | — | |
| 39 | GD | General Dynamics CORP | 股票-工业 | 0.83% | -0.11% | +0.18% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.83% | -0.07% | -1.83% | |
| 41 | T | At&t Inc | 股票-通信服务 | 0.79% | -0.27% | +0.94% | |
| 42 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.79% | — | +0.31% | |
| 43 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.65% | -0.07% | +0.83% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.61% | -0.06% | — | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.52% | -0.07% | -0.79% | |
| 46 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.45% | +0.02% | +1.77% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | -0.05% | -2.66% | |
| 48 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.42% | -0.24% | EXIT | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.41% | -0.06% | — | |
| 50 | SO | Southern Co/the | 股票-公用事业 | 0.35% | -0.05% | +0.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BTI | British American Tob-sp Adr | +2.2% | NEW | 新建仓 |
| 2 | AVGO | Broadcom Inc | +1.3% | -1.68% | 减仓 |
| 3 | EOG | Eog Resources Inc | +1.1% | NEW | 新建仓 |
| 4 | MU | Micron Technology Inc | +0.7% | +52.96% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.5% | +1.10% | 加仓 |
| 6 | DHR | Danaher CORP | +0.4% | NEW | 新建仓 |
| 7 | PM | Philip Morris International | +0.3% | +0.53% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.67% | 减仓 |
| 9 | CSCO | Cisco Systems Inc | +0.3% | +0.37% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.2% | — | 不变 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | NEW | 新建仓 |
| 12 | RTX | Rtx CORP | +0.1% | -0.05% | 减仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +0.30% | 加仓 |
| 14 | BAC | Bank Of America CORP | +0.1% | +1.20% | 加仓 |
| 15 | UBS | UBS Group AG | +0.1% | +1.89% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.16% | 加仓 |
| 17 | CAT | Caterpillar Inc | +0.1% | +0.21% | 加仓 |
| 18 | CGDV | Cap Group Dividend Value | +0.1% | +1.11% | 加仓 |
| 19 | CSX | Csx CORP | +0.1% | +0.28% | 加仓 |
| 20 | BNS | Bank Of Nova Scotia | +0.1% | +0.31% | 加仓 |
| 21 | SAN | Banco Santander Sa-spon Adr | +0.1% | +1.77% | 加仓 |
| 22 | DIS | Walt Disney Co/the | +0.1% | -2.66% | 减仓 |
| 23 | HON | Honeywell International Inc | +0.1% | +0.12% | 加仓 |
| 24 | AMAT | Applied Materials Inc | 0% | -0.50% | 减仓 |
| 25 | GD | General Dynamics CORP | 0% | +0.18% | 加仓 |
| 26 | FITB | Fifth Third Bancorp | — | +1.07% | 加仓 |
| 27 | CMI | Cummins Inc | 0% | +0.61% | 加仓 |
| 28 | BG | Bunge Global SA | 0% | +0.29% | 加仓 |
| 29 | EXE | Expand Energy CORP | 0% | +0.07% | 加仓 |
| 30 | BX | Blackstone Inc | 0% | -2.76% | 减仓 |
| 31 | 6D8 | Dupont De Nemours Inc | -0.1% | -2.18% | 减仓 |
| 32 | ED | Consolidated Edison Inc | -0.1% | +0.83% | 加仓 |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不变 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -0.79% | 减仓 |
| 35 | QCOM | Qualcomm Inc | -0.2% | -0.91% | 减仓 |
| 36 | TTEN | Totalenergies Se -spon Adr | -0.2% | -1.07% | 减仓 |
| 37 | AMZN | Amazon.com Inc | -0.2% | EXIT | 清仓 |
| 38 | KHC | Kraft Heinz Co/the | -0.2% | EXIT | 清仓 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.69% | 减仓 |
| 40 | PRU | Prudential Financial Inc | -0.3% | -0.07% | 减仓 |
| 41 | CB | Chubb Limited | -0.3% | -0.49% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.4% | -2.42% | 减仓 |
| 43 | SBCF | Seacoast Banking Corp/fl | -0.4% | EXIT | 清仓 |
| 44 | ORI | Old Republic Intl CORP | -0.4% | +0.29% | 加仓 |
| 45 | CVX | Chevron CORP | -0.4% | -0.50% | 减仓 |
| 46 | XOM | Exxon Mobil CORP | -0.5% | +0.77% | 加仓 |
| 47 | AZNN | Astrazeneca Plc-spons Adr | -0.5% | -0.74% | 减仓 |
| 48 | DOW | Dow Inc | -0.5% | +3.52% | 加仓 |
| 49 | PSX | Phillips 66 | -1.3% | EXIT | 清仓 |
| 50 | AAPL | Apple Inc | -1.8% | -2.45% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Orca Wealth Management, LLC 在 Q2 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 Q2 2025 季度，Orca Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (10.0%)、ORI (5.0%)、CSCO (4.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.0% 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
BTI
市值: US$266.4万
本季最大获利了结 / 清仓标的
PSX
前期市值: US$150.2万
在 Q2 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 23 个仓位、减仓 17 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BTI。 本季清仓仓位包含 PSX。
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。