OI

Orange Investment Advisors, Inc.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$7.7亿

申报季度: 2026-03-31 · 持股只数: 145

Orange Investment Advisors, Inc.在最新一期 13F 报告中披露了 145 项持股，申报期为 2026-03-31，总持股市值约为 US$7.7亿，季度换手率为 19.6%。

机构性格雪花图

集中度
9.05
持仓稳定性
19.56
动能／逆势
100
行业集中度
60.08
多样化
100
仓位均衡度
84.85

近期动向

  • 加仓 OBT

    -3.6%　US$249.5万

  • 减仓 ADBE

    -54.2%　-US$704.7万

  • 减仓 MSFT

    -8.2%　-US$1062.0万

  • 减仓 NVDA

    -21.0%　-US$1145.7万

  • 加仓 CIEN

    -24.1%　US$304.0万

  • 减仓 AVGO

    -30.9%　-US$699.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPIBSs Spdr P Int C CORP ETFETF-其他5.70%—+2.17%
2LLYEli Lilly & Co股票-医疗保健5.11%-0.30%-5.84%
3SPSBSs Spdr P St C CORP ETFETF-其他4.54%—+2.51%
4OBTOrange County Bancorp INC股票-其他4.40%+0.92%-3.64%
5NVDANvidia CORP股票-科技4.20%-0.66%-20.97%
6ISRGIntuitive Surgical INC股票-医疗保健3.93%-0.21%-0.30%
7MSFTMicrosoft CORP股票-科技3.25%-0.70%-8.22%
8XLKSs Technology Select SectorETF-科技型3.25%+0.14%-3.40%
9AAPLApple INC股票-科技3.19%-0.15%-12.89%
10GOOGAlphabet Inc-cl C股票-通信服务2.86%-0.42%-18.37%
11AMZNAmazon.com INC股票-周期性消费2.16%-0.19%-13.08%
12KLACKla CORP股票-科技2.09%—-20.99%
13CIENCiena CORP股票-科技1.91%+0.62%-24.06%
14JPMJpmorgan Chase & Co股票-金融1.73%-0.17%-14.67%
15SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.52%+0.10%-4.23%
16AVGOBroadcom INC股票-科技1.47%-0.56%-30.88%
17XOMExxon Mobil CORP股票-能源1.37%—-24.19%
18AXPAmerican Express Co股票-金融1.37%-0.12%-4.06%
19ABBVAbbvie INC股票-医疗保健1.29%+0.06%-6.35%
20XLFSs Financial Select SectorETF-其他1.25%+0.03%-2.45%
21VVisa Inc-class A Shares股票-金融1.17%-0.10%-8.83%
22METAMeta Platforms Inc-class A股票-通信服务1.15%-0.26%-19.80%
23FLOTIshares Floating Rate Bond EETF-其他1.14%—+5.78%
24MDTMedtronic plc股票-医疗保健1.14%+0.05%-0.65%
25XLYSs Consumer Disc Select SectETF-其他0.99%+0.03%-3.59%
26TMOThermo Fisher Scientific INC股票-医疗保健0.98%-0.15%-12.65%
27XLCSs Comm Select Sector SpdrETF-其他0.97%—-2.14%
28SPSMSs Spdr P S&p 600 Small CapETF-中小型股0.96%—+1.85%
29XLVSs Health Care Select SectorETF-其他0.96%+0.04%-6.14%
30AZOAutozone INC股票-周期性消费0.94%+0.04%-11.32%
31MSMorgan Stanley股票-金融0.93%-0.10%-16.49%
32SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.93%+0.38%+50.41%
33IBMIntl Business Machines CORP股票-科技0.92%-0.09%-5.70%
34CSCOCisco Systems INC股票-科技0.88%+0.04%-11.25%
35XLISs Industrial Select SectorETF-其他0.81%—-6.77%
36DHRDanaher CORP股票-医疗保健0.81%-0.07%-5.18%
37CRMSalesforce INC股票-科技0.72%-0.20%-5.05%
38GWWWw Grainger INC股票-工业0.72%—-15.05%
39FLRFluor CORP股票-工业0.69%—-16.47%
40MCDMcdonald's CORP股票-周期性消费0.68%—-1.54%
41URIUnited Rentals INC股票-工业0.65%-0.08%-15.59%
42PEPPepsico INC股票-非周期性消费0.64%—-13.86%
43PWRQuanta Services INC股票-工业0.63%—-22.23%
44BKRBaker Hughes Co股票-能源0.63%—-22.30%
45SCHWSchwab (charles) CORP股票-金融0.62%-0.05%-16.86%
46HDHome Depot INC股票-周期性消费0.61%-0.05%-17.08%
47MRSHMarsh & Mclennan Cos股票-金融0.61%-0.06%-16.65%
48DUKDuke Energy CORP股票-公用事业0.60%—-13.38%
49SBUXStarbucks CORP股票-周期性消费0.59%—-17.80%
50CMGChipotle Mexican Grill INC股票-周期性消费0.59%-0.14%-21.29%
1–50 of 145

本季持股变动

Orange Investment Advisors, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Blue Owl Capital INC (OWL); 清仓: Commercial Metals Co (CMC); 清仓: Csw Industrials INC (CSW); 减仓: Orange County Bancorp INC (OBT) — 股数 -3.64%; 减仓: Adobe INC (ADBE) — 股数 -54.16%.

Orange Investment Advisors, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1OBTOrange County Bancorp INC+0.9%-3.64%减仓
2CIENCiena CORP+0.6%-24.06%减仓
3SPYMSte Str Spdr Pt S&p 500 ETF+0.4%+50.41%加仓
4CVXChevron CORP+0.2%-3.59%减仓
5XLKSs Technology Select Sector+0.1%-3.40%减仓
6SPYSs Spdr S&p 500 ETF Trust-us+0.1%-4.23%减仓
7ABBVAbbvie INC+0.1%-6.35%减仓
8MDTMedtronic plc+0.1%-0.65%减仓
9AZOAutozone INC0%-11.32%减仓
10XLVSs Health Care Select Sector0%-6.14%减仓
11CSCOCisco Systems INC0%-11.25%减仓
12XLFSs Financial Select Sector0%-2.45%减仓
13XLYSs Consumer Disc Select Sect0%-3.59%减仓
14SHWSherwin-williams Co/the—-13.65%减仓
15MELIMercadolibre INC0%-2.57%减仓
16SCHWSchwab (charles) CORP-0.1%-16.86%减仓
17HDHome Depot INC-0.1%-17.08%减仓
18APHAmphenol Corp-cl A-0.1%-16.24%减仓
19NOWServicenow INC-0.1%+13.44%加仓
20BACBank Of America CORP-0.1%-17.82%减仓
21MRSHMarsh & Mclennan Cos-0.1%-16.65%减仓
22GSGoldman Sachs Group INC-0.1%-20.25%减仓
23CBRECbre Group INC - A-0.1%-8.92%减仓
24TRMBTrimble INC-0.1%-15.74%减仓
25DHRDanaher CORP-0.1%-5.18%减仓
26URIUnited Rentals INC-0.1%-15.59%减仓
27ORCLOracle CORP-0.1%-26.06%减仓
28IBMIntl Business Machines CORP-0.1%-5.70%减仓
29VVisa Inc-class A Shares-0.1%-8.83%减仓
30MSMorgan Stanley-0.1%-16.49%减仓
31AXPAmerican Express Co-0.1%-4.06%减仓
32TTWOTake-two Interactive Softwre-0.1%-12.12%减仓
33CMGChipotle Mexican Grill INC-0.1%-21.29%减仓
34AAPLApple INC-0.2%-12.89%减仓
35TMOThermo Fisher Scientific INC-0.2%-12.65%减仓
36JPMJpmorgan Chase & Co-0.2%-14.67%减仓
37AMZNAmazon.com INC-0.2%-13.08%减仓
38CRMSalesforce INC-0.2%-5.05%减仓
39ISRGIntuitive Surgical INC-0.2%-0.30%减仓
40METAMeta Platforms Inc-class A-0.3%-19.80%减仓
41LLYEli Lilly & Co-0.3%-5.84%减仓
42GOOGAlphabet Inc-cl C-0.4%-18.37%减仓
43UNHUnitedhealth Group INC-0.5%-81.36%减仓
44AVGOBroadcom INC-0.6%-30.88%减仓
45NVDANvidia CORP-0.7%-20.97%减仓
46MSFTMicrosoft CORP-0.7%-8.22%减仓
47ADBEAdobe INC-0.7%-54.16%减仓
48OWLBlue Owl Capital INC—EXIT清仓
49CMCCommercial Metals Co—EXIT清仓
50CSWCsw Industrials INC—EXIT清仓

FAQ

Orange Investment Advisors, Inc. 是什么机构？属于哪种投资人类型？
Orange Investment Advisors, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$7.7亿，分布在 145 个已申报仓位之中。
Orange Investment Advisors, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Orange Investment Advisors, Inc. 按市值排列的前几大持股为： 1. Ss Spdr P Int C CORP ETF (SPIB) — US$4399.1万 (5.7%) 2. Eli Lilly & Co (LLY) — US$3940.1万 (5.1%) 3. Ss Spdr P St C CORP ETF (SPSB) — US$3499.3万 (4.5%) 4. Orange County Bancorp INC (OBT) — US$3394.6万 (4.4%) 5. Nvidia CORP (NVDA) — US$3243.8万 (4.2%)
Orange Investment Advisors, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Orange Investment Advisors, Inc. 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 2 个既有持股、减仓 45 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: Blue Owl Capital INC (OWL); 清仓: Commercial Metals Co (CMC); 清仓: Csw Industrials INC (CSW); 减仓: Orange County Bancorp INC (OBT) — 股数 -3.64%; 减仓: Adobe INC (ADBE) — 股数 -54.16%
Orange Investment Advisors, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Orange Investment Advisors, Inc. 的主要板块分布如下： • Information Technology: 30.9% • Health Care: 24.7% • Financials: 13.1% • Consumer Discretionary: 11.6% • Communication Services: 10.3% • Energy: 4.0%