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
177 檔
23.3%
在 Q4 2024 的 13F 官方備案中，Orange Investment Advisors, Inc. 管理的美股投資組合規模來到 US$8.2億，整體持股檔數為 177 檔。
數據顯示 Orange Investment Advisors, Inc. 於 Q4 2024 季度持續回收資金，對 29 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 SPIB, NVDA, LLY）累計市值佔比達 23.3%，是驅動 Orange Investment Advisors, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 4.58% | -0.25% | +2.39% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.54% | -0.15% | -7.35% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.22% | +0.93% | -0.18% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.28% | +0.01% | |
| 5 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 4.16% | -0.79% | — | |
| 6 | OBT | Orange County Bancorp Inc | 股票-其他 | 3.79% | +0.34% | -0.12% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.63% | -0.02% | -2.16% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.55% | -0.24% | +3.10% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.45% | +0.13% | +0.37% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.40% | +0.99% | +0.11% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.38% | -0.01% | -3.54% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | -0.02% | -6.74% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.64% | — | -2.30% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.53% | -0.01% | -6.00% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.53% | +0.10% | -4.56% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 1.51% | +1.25% | +3.66% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.51% | +0.04% | +8.85% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.38% | -0.20% | -8.18% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.36% | +0.02% | -4.14% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | -0.46% | -0.14% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.25% | -0.08% | +0.16% | |
| 22 | GTLS | Chart Industries Inc | 股票-工業 | 1.23% | -0.01% | -9.82% | |
| 23 | DHR | Danaher CORP | 股票-醫療保健 | 1.22% | -0.78% | +1.95% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 1.21% | +0.62% | -1.58% | |
| 25 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.20% | -0.08% | -0.83% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.20% | -0.06% | +1.34% | |
| 27 | XLF | Ss Financial Select Sector | ETF-其他 | 1.16% | +0.03% | +2.05% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 1.11% | -0.06% | -2.08% | |
| 29 | URI | United Rentals Inc | 股票-工業 | 1.08% | +0.23% | -5.38% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.08% | +0.10% | -6.63% | |
| 31 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.04% | -0.59% | EXIT | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.99% | +0.08% | -7.63% | |
| 33 | AZO | Autozone Inc | 股票-循環性消費 | 0.97% | -0.12% | -0.81% | |
| 34 | CIEN | Ciena CORP | 股票-科技 | 0.95% | +0.01% | -13.44% | |
| 35 | MDT | Medtronic plc | 股票-醫療保健 | 0.94% | -0.17% | -0.87% | |
| 36 | CSX | Csx CORP | 股票-工業 | 0.94% | -0.02% | +0.05% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.93% | +0.01% | +1.02% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | -0.12% | +27.98% | |
| 39 | FLR | Fluor CORP | 股票-工業 | 0.90% | -0.02% | -6.47% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.89% | +0.01% | +0.78% | |
| 41 | GWW | Ww Grainger Inc | 股票-工業 | 0.89% | +0.07% | -5.63% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.84% | -0.07% | +1.59% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.79% | +0.24% | -3.45% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.79% | -0.05% | -0.19% | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.75% | -0.03% | -3.16% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.74% | +0.07% | +1.34% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.72% | -0.14% | +12.78% | |
| 48 | PLD | Prologis Inc | 股票-房地產 | 0.70% | -0.47% | EXIT | |
| 49 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.67% | +0.01% | -3.97% | |
| 50 | BKR | Baker Hughes Co | 股票-能源 | 0.63% | -0.13% | -9.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.4% | -2.30% | 減碼 |
| 2 | GTLS | Chart Industries Inc | +0.4% | -9.82% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +0.37% | 加碼 |
| 4 | ISRG | Intuitive Surgical Inc | +0.3% | — | 不變 |
| 5 | AMZN | Amazon.com Inc | +0.3% | -3.54% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | -2.16% | 減碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +27.98% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.2% | -7.35% | 減碼 |
| 9 | CRM | Salesforce Inc | +0.2% | -8.18% | 減碼 |
| 10 | CBRE | Cbre Group Inc - A | +0.2% | NEW | 新建倉 |
| 11 | CIEN | Ciena CORP | +0.2% | -13.44% | 減碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | -4.14% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -6.74% | 減碼 |
| 14 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +3.10% | 加碼 |
| 15 | SCHW | Schwab (charles) CORP | +0.1% | +16.33% | 加碼 |
| 16 | XLY | Ss Consumer Disc Select Sect | +0.1% | +1.02% | 加碼 |
| 17 | MS | Morgan Stanley | +0.1% | -7.63% | 減碼 |
| 18 | XLK | Ss Technology Select Sector | +0.1% | +0.11% | 加碼 |
| 19 | XLF | Ss Financial Select Sector | +0.1% | +2.05% | 加碼 |
| 20 | OWL | Blue Owl Capital Inc | +0.1% | -3.19% | 減碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -3.45% | 減碼 |
| 22 | TSLA | Tesla Inc | +0.1% | NEW | 新建倉 |
| 23 | MSFT | Microsoft CORP | 0% | +0.01% | 加碼 |
| 24 | MRSH | Marsh & Mclennan Cos | 0% | -0.83% | 減碼 |
| 25 | CSX | Csx CORP | 0% | +0.05% | 加碼 |
| 26 | UNH | Unitedhealth Group Inc | -0.1% | +8.85% | 加碼 |
| 27 | HD | Home Depot Inc | -0.1% | -2.08% | 減碼 |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | +5.81% | 加碼 |
| 29 | SBUX | Starbucks CORP | -0.1% | -3.97% | 減碼 |
| 30 | NUV | Nuveen Municipal Value | -0.1% | -57.78% | 減碼 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -29.00% | 減碼 |
| 32 | XLV | Ss Health Care Select Sector | -0.1% | +0.78% | 加碼 |
| 33 | WY | Weyerhaeuser Co | -0.1% | -3.67% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -0.14% | 減碼 |
| 35 | NUE | Nucor CORP | -0.1% | +5.40% | 加碼 |
| 36 | MDT | Medtronic plc | -0.1% | -0.87% | 減碼 |
| 37 | SHW | Sherwin-williams Co/the | -0.1% | -3.16% | 減碼 |
| 38 | PFE | Pfizer Inc | -0.1% | -11.92% | 減碼 |
| 39 | PLD | Prologis Inc | -0.1% | -2.10% | 減碼 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.2% | +1.34% | 加碼 |
| 41 | ABBV | Abbvie Inc | -0.2% | -6.63% | 減碼 |
| 42 | ADBE | Adobe Inc | -0.2% | +0.16% | 加碼 |
| 43 | URI | United Rentals Inc | -0.2% | -5.38% | 減碼 |
| 44 | DHR | Danaher CORP | -0.2% | +1.95% | 加碼 |
| 45 | AES | Aes CORP | -0.2% | +12.08% | 加碼 |
| 46 | OBT | Orange County Bancorp Inc | -0.2% | -0.12% | 減碼 |
| 47 | KLAC | Kla CORP | -0.2% | +3.66% | 加碼 |
| 48 | AMD | Advanced Micro Devices | -0.4% | -1.58% | 減碼 |
| 49 | LLY | Eli Lilly & Co | -0.5% | -0.18% | 減碼 |
| 50 | LEN | Lennar Corp-a | -0.8% | -76.63% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Orange Investment Advisors, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$8.2億，共申報了 177 個公開持股部位。
在 Q4 2024 季度，Orange Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：SPIB (4.6%)、NVDA (4.5%)、LLY (4.2%)。其中最大持股部位 SPIB 佔據整體投資組合約 4.6% 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
CBRE
市值: US$151.8萬
本季最大獲利了結 / 清倉標的
LLY
前期市值: US$4280.5萬
在 Q4 2024 季度中，Orange Investment Advisors, Inc. 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 18 個部位、減碼 29 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CBRE。
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。