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
69 檔
22.8%
Orca Wealth Management, LLC 在 Q3 2025 季度的美股仓位总计估值为 US$1.7亿，分散于 69 个持仓标的之中，反映其市场参与广度与投资规模。
Orca Wealth Management, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 17 档持股的同时，亦同步清仓 2 档并减仓 23 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, RTX 等）合计占整体申报市值的 22.8%，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 | 11.39% | -0.64% | +2.09% | |
| 2 | ORI | Old Republic Intl CORP | 股票-金融 | 4.92% | -0.60% | -0.83% | |
| 3 | RTX | Rtx CORP | 股票-工业 | 4.16% | -0.77% | -0.70% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 4.15% | +1.22% | +0.37% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.13% | +0.04% | -1.39% | |
| 6 | QCOM | Qualcomm Inc | 股票-科技 | 4.10% | +0.60% | -0.35% | |
| 7 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 4.01% | — | -0.92% | |
| 8 | PM | Philip Morris International | 股票-非周期性消费 | 3.40% | -0.16% | +0.34% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.36% | -0.22% | -0.59% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.55% | -1.15% | -4.28% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.48% | -0.33% | -0.52% | |
| 12 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 2.30% | -0.19% | +1.84% | |
| 13 | PRU | Prudential Financial Inc | 股票-金融 | 2.27% | — | -0.50% | |
| 14 | BX | Blackstone Inc | 股票-金融 | 2.18% | -0.19% | -0.32% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | -0.11% | +3.41% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.91% | +0.04% | +0.02% | |
| 17 | UBS | UBS Group AG | 股票-金融 | 1.86% | +0.12% | -1.86% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.80% | -0.03% | +0.22% | |
| 19 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.72% | -0.04% | +0.22% | |
| 20 | CSX | Csx CORP | 股票-工业 | 1.71% | -0.02% | -0.87% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.68% | +0.09% | +0.75% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.66% | -0.69% | -0.54% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 1.64% | +5.83% | -0.45% | |
| 24 | EXE | Expand Energy CORP | 股票-能源 | 1.53% | -0.37% | +0.27% | |
| 25 | CMI | Cummins Inc | 股票-工业 | 1.45% | +0.20% | -1.61% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.36% | -0.01% | -1.40% | |
| 27 | FITB | Fifth Third Bancorp | 股票-金融 | 1.21% | +0.02% | +0.85% | |
| 28 | CAT | Caterpillar Inc | 股票-工业 | 1.19% | +0.44% | +0.33% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事业 | 1.19% | -0.23% | -0.41% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.11% | +1.58% | |
| 31 | HON | Honeywell International Inc | 股票-工业 | 1.17% | -1.17% | EXIT | |
| 32 | DOW | Dow Inc | 股票-原材料 | 1.15% | -0.92% | +0.14% | |
| 33 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.04% | -0.32% | +0.70% | |
| 34 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.02% | — | +0.38% | |
| 35 | BG | Bunge Global SA | 股票-非周期性消费 | 0.97% | — | -1.00% | |
| 36 | EOG | Eog Resources Inc | 股票-能源 | 0.96% | -0.30% | +2.70% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.95% | -0.31% | -4.11% | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.87% | -0.11% | — | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.84% | -0.07% | +2.47% | |
| 40 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.82% | — | -0.42% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | -0.11% | -1.78% | |
| 42 | T | At&t Inc | 股票-通信服务 | 0.70% | -0.27% | +0.77% | |
| 43 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.59% | -0.07% | — | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.58% | -0.13% | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.06% | — | |
| 46 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.51% | +0.02% | — | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.50% | -0.07% | +0.92% | |
| 48 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.43% | -0.24% | EXIT | |
| 49 | SBCF | Seacoast Banking Corp/fl | 股票-其他 | 0.40% | -0.37% | EXIT | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.37% | -0.06% | -0.65% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.6% | -1.39% | 减仓 |
| 2 | MU | Micron Technology Inc | +1% | -0.45% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.7% | +3.41% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +0.02% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.75% | 加仓 |
| 6 | RTX | Rtx CORP | +0.2% | -0.70% | 减仓 |
| 7 | UBS | UBS Group AG | +0.2% | -1.86% | 减仓 |
| 8 | CAT | Caterpillar Inc | +0.2% | +0.33% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -0.59% | 减仓 |
| 10 | CMI | Cummins Inc | +0.2% | -1.61% | 减仓 |
| 11 | SAN | Banco Santander Sa-spon Adr | +0.1% | — | 加仓 |
| 12 | BNS | Bank Of Nova Scotia | +0.1% | -0.42% | 减仓 |
| 13 | MSFT | Microsoft CORP | +0.1% | -1.78% | 减仓 |
| 14 | BAC | Bank Of America CORP | +0.1% | -1.40% | 减仓 |
| 15 | GD | General Dynamics CORP | +0.1% | — | 加仓 |
| 16 | KLAC | Kla CORP | +0.1% | +7.12% | 减仓 |
| 17 | CSX | Csx CORP | 0% | -0.87% | 减仓 |
| 18 | AMAT | Applied Materials Inc | 0% | -5.01% | 减仓 |
| 19 | CGDV | Cap Group Dividend Value | 0% | +0.22% | 加仓 |
| 20 | CGXU | Cap Group Intl Focus | 0% | -0.87% | 加仓 |
| 21 | BX | Blackstone Inc | 0% | -0.32% | 减仓 |
| 22 | SBCF | Seacoast Banking Corp/fl | — | — | 不变 |
| 23 | FITB | Fifth Third Bancorp | 0% | +0.85% | 加仓 |
| 24 | HD | Home Depot Inc | -0.1% | +2.47% | 加仓 |
| 25 | LMT | Lockheed Martin CORP | -0.1% | -4.11% | 减仓 |
| 26 | ABBV | Abbvie Inc | -0.2% | +0.22% | 减仓 |
| 27 | ED | Consolidated Edison Inc | -0.2% | — | 加仓 |
| 28 | CSCO | Cisco Systems Inc | -0.2% | +0.37% | 加仓 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.58% | 加仓 |
| 30 | TTEN | Totalenergies Se -spon Adr | -0.3% | +0.38% | 减仓 |
| 31 | EXE | Expand Energy CORP | -0.4% | +0.27% | 加仓 |
| 32 | AAPL | Apple Inc | -0.4% | +2.09% | 减仓 |
| 33 | QCOM | Qualcomm Inc | -0.4% | -0.35% | 减仓 |
| 34 | CVX | Chevron CORP | -0.5% | -0.54% | 减仓 |
| 35 | ORI | Old Republic Intl CORP | -0.5% | -0.83% | 减仓 |
| 36 | PM | Philip Morris International | -0.5% | +0.34% | 加仓 |
| 37 | AZNN | Astrazeneca Plc-spons Adr | -0.6% | -0.92% | 减仓 |
| 38 | PRU | Prudential Financial Inc | -0.6% | -0.50% | 减仓 |
| 39 | CB | Chubb Limited | -0.7% | -0.52% | 减仓 |
| 40 | XOM | Exxon Mobil CORP | -0.8% | -4.28% | 减仓 |
| 41 | DOW | Dow Inc | -0.9% | +0.14% | 加仓 |
| 42 | BTI | British American Tob-sp Adr | — | NEW | 新建仓 |
| 43 | PSX | Phillips 66 | — | EXIT | 清仓 |
| 44 | EOG | Eog Resources Inc | — | NEW | 新建仓 |
| 45 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建仓 |
| 46 | DHR | Danaher CORP | — | NEW | 新建仓 |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建仓 |
| 48 | KHC | Kraft Heinz Co/the | — | EXIT | 清仓 |
| 49 | GS | Goldman Sachs Group Inc | — | NEW | 新建仓 |
| 50 | ETN | Eaton Corporation plc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Orca Wealth Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 69 个公开持股仓位。
在 Q3 2025 季度，Orca Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (11.4%)、ORI (4.9%)、RTX (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.4% 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$304.3万
本季最大获利了结 / 清仓标的
PSX
前期市值: US$150.2万
在 Q3 2025 季度中，Orca Wealth Management, LLC 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 17 个仓位、减仓 23 个仓位以及清仓 2 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。