13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000943442
申報總市值
US$8.2億
US$8.2億
174 檔
23.9%
Q3 2024 季度申報顯示，Orange Investment Advisors, Inc. 揭露的美股組合總市值為 US$8.2億，涵蓋 174 個不同之權益投資部位。
在 Q3 2024，Orange Investment Advisors, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 3 個新部位，並對 30 個既有持股進行加碼（合計增持 33 檔），相較減碼與清倉部位顯著佔優。
整體而言，Orange Investment Advisors, Inc. 的前 5 大持股（包含 LLY, SPIB, NVDA）貢獻了組合市值的 23.9%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.74% | +0.93% | -8.00% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 4.50% | -0.25% | +43.79% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.33% | -0.15% | +628.75% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.20% | -0.28% | -12.93% | |
| 5 | OBT | Orange County Bancorp Inc | 股票-其他 | 4.02% | +0.34% | +0.74% | |
| 6 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 3.82% | -0.79% | -1.84% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.41% | -0.24% | +108.46% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.37% | -0.02% | -6.76% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.27% | +0.99% | -3.84% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.09% | +0.13% | +0.55% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.05% | -0.01% | +16.00% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | -0.02% | -13.14% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 1.75% | +1.25% | +27.43% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.64% | +0.62% | +13.39% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.56% | +0.04% | +25.63% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.53% | +0.10% | -21.24% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.46% | -0.01% | +4.30% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.42% | -0.08% | +20.61% | |
| 19 | DHR | Danaher CORP | 股票-醫療保健 | 1.42% | -0.78% | +22.69% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.37% | -0.06% | +2.85% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -0.46% | -9.56% | |
| 22 | URI | United Rentals Inc | 股票-工業 | 1.28% | +0.23% | -3.96% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.25% | +0.10% | +8.89% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.24% | -0.08% | +6.96% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | — | +784.33% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | +0.02% | +14.92% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 1.20% | -0.20% | +44.79% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 1.16% | -0.06% | -22.34% | |
| 29 | XLF | Ss Financial Select Sector | ETF-其他 | 1.04% | +0.03% | +6.29% | |
| 30 | MDT | Medtronic plc | 股票-醫療保健 | 1.04% | -0.17% | -1.68% | |
| 31 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.99% | -0.59% | EXIT | |
| 32 | CSX | Csx CORP | 股票-工業 | 0.98% | -0.02% | +8.32% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.97% | +0.01% | -13.11% | |
| 34 | AZO | Autozone Inc | 股票-循環性消費 | 0.94% | -0.12% | +36.13% | |
| 35 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.91% | — | +37.77% | |
| 36 | GWW | Ww Grainger Inc | 股票-工業 | 0.91% | +0.07% | +31.27% | |
| 37 | FLR | Fluor CORP | 股票-工業 | 0.91% | -0.02% | +16.41% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.86% | +0.08% | -0.92% | |
| 39 | GTLS | Chart Industries Inc | 股票-工業 | 0.86% | -0.01% | +32.27% | |
| 40 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.85% | -0.03% | +1.69% | |
| 41 | PLD | Prologis Inc | 股票-房地產 | 0.83% | -0.47% | EXIT | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.81% | -0.07% | +2.85% | |
| 43 | AES | Aes CORP | 股票-公用事業 | 0.81% | — | +75.92% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.80% | +0.01% | +2.20% | |
| 45 | CIEN | Ciena CORP | 股票-科技 | 0.78% | +0.01% | +53.09% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.74% | +0.07% | -3.29% | |
| 47 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.73% | +0.01% | -10.69% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.72% | -0.05% | -5.42% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | +0.24% | -12.31% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.69% | -0.14% | -21.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPSB | Ss Spdr P St C CORP ETF | +1.5% | +108.46% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.3% | +628.75% | 加碼 |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | +0.9% | +43.79% | 加碼 |
| 4 | ISRG | Intuitive Surgical Inc | +0.8% | -1.84% | 減碼 |
| 5 | KLAC | Kla CORP | +0.6% | +27.43% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.5% | -8.00% | 減碼 |
| 7 | GNRC | Generac Holdings Inc | +0.4% | NEW | 新建倉 |
| 8 | GS | Goldman Sachs Group Inc | +0.4% | +1076.14% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.4% | +16.00% | 加碼 |
| 10 | OWL | Blue Owl Capital Inc | +0.4% | NEW | 新建倉 |
| 11 | SCHW | Schwab (charles) CORP | +0.4% | NEW | 新建倉 |
| 12 | AXP | American Express Co | +0.3% | +4.30% | 加碼 |
| 13 | CIEN | Ciena CORP | +0.3% | +53.09% | 加碼 |
| 14 | AES | Aes CORP | +0.3% | +75.92% | 加碼 |
| 15 | LEN | Lennar Corp-a | +0.3% | +37.77% | 加碼 |
| 16 | AZO | Autozone Inc | +0.3% | +36.13% | 加碼 |
| 17 | DHR | Danaher CORP | +0.3% | +22.69% | 加碼 |
| 18 | CRM | Salesforce Inc | +0.3% | +44.79% | 加碼 |
| 19 | GWW | Ww Grainger Inc | +0.3% | +31.27% | 加碼 |
| 20 | UNH | Unitedhealth Group Inc | +0.2% | +25.63% | 加碼 |
| 21 | URI | United Rentals Inc | +0.2% | -3.96% | 減碼 |
| 22 | AVGO | Broadcom Inc | +0.2% | +784.33% | 加碼 |
| 23 | FLR | Fluor CORP | +0.2% | +16.41% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | +8.89% | 加碼 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +13.39% | 加碼 |
| 26 | XLF | Ss Financial Select Sector | +0.1% | +6.29% | 加碼 |
| 27 | CMG | Chipotle Mexican Grill Inc | +0.1% | +4842.07% | 加碼 |
| 28 | SHW | Sherwin-williams Co/the | +0.1% | +1.69% | 加碼 |
| 29 | META | Meta Platforms Inc-class A | +0.1% | -15.86% | 減碼 |
| 30 | MRSH | Marsh & Mclennan Cos | +0.1% | +6.96% | 加碼 |
| 31 | PFE | Pfizer Inc | +0.1% | +32.39% | 加碼 |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +0.55% | 加碼 |
| 33 | GTLS | Chart Industries Inc | 0% | +32.27% | 加碼 |
| 34 | PLD | Prologis Inc | 0% | +27.89% | 加碼 |
| 35 | V | Visa Inc-class A Shares | 0% | +14.92% | 加碼 |
| 36 | TMO | Thermo Fisher Scientific Inc | — | +2.85% | 加碼 |
| 37 | AAPL | Apple Inc | 0% | -6.76% | 減碼 |
| 38 | OBT | Orange County Bancorp Inc | 0% | +0.74% | 加碼 |
| 39 | XLK | Ss Technology Select Sector | -0.1% | -3.84% | 減碼 |
| 40 | INTC | Intel CORP | -0.2% | -65.75% | 減碼 |
| 41 | WBS | Webster Financial CORP | -0.2% | -26.28% | 減碼 |
| 42 | MINT | Pimco Enhanced Short Maturit | -0.2% | EXIT | 清倉 |
| 43 | SLB | Slb LTD | -0.2% | -6.98% | 減碼 |
| 44 | NUE | Nucor CORP | -0.3% | -9.79% | 減碼 |
| 45 | BAC | Bank Of America CORP | -0.3% | -39.50% | 減碼 |
| 46 | DG | Dollar General CORP | -0.3% | EXIT | 清倉 |
| 47 | PEP | Pepsico Inc | -0.3% | -21.00% | 減碼 |
| 48 | HD | Home Depot Inc | -0.3% | -22.34% | 減碼 |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | -1.7% | -91.53% | 減碼 |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | -1.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Orange Investment Advisors, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$8.2億，共申報了 174 個公開持股部位。
在 Q3 2024 季度，Orange Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：LLY (4.7%)、SPIB (4.5%)、NVDA (4.3%)。其中最大持股部位 LLY 佔據整體投資組合約 4.7% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
GNRC
市值: US$374.2萬
本季最大獲利了結 / 清倉標的
SHY
前期市值: US$1454.8萬
在 Q3 2024 季度中，Orange Investment Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 30 個部位、減碼 14 個部位以及清倉 3 個部位。 其中最大新建倉標的為 GNRC。 本季清倉部位包含 SHY。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。