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
25.3%
Orange Investment Advisors, Inc. 在 Q3 2025 季度的美股部位總計估值為 US$8.2億，分散於 177 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2025，Orange Investment Advisors, Inc. 進行了溫和的常態性持倉調整（包含新建倉 6 檔、加碼 16 檔、減碼 28 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 NVDA, SPIB, MSFT）累計市值佔比達 25.3%，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 | NVDA | Nvidia CORP | 股票-科技 | 5.10% | -0.15% | -6.37% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 4.61% | -0.25% | +6.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.51% | -0.28% | -2.58% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.81% | +0.93% | -0.11% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.64% | -0.24% | +6.48% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.26% | -0.02% | -4.65% | |
| 7 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 3.09% | -0.79% | -1.35% | |
| 8 | OBT | Orange County Bancorp Inc | 股票-其他 | 3.05% | +0.34% | — | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.94% | +0.13% | -3.34% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.92% | +0.99% | +7.80% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.25% | -0.01% | -1.11% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 2.02% | +1.25% | -2.60% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.02% | -3.17% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.94% | — | -2.80% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.61% | -0.12% | -1.46% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.53% | -0.01% | -3.14% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.36% | +0.10% | -1.37% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | +0.02% | +0.15% | |
| 19 | CIEN | Ciena CORP | 股票-科技 | 1.22% | +0.01% | -8.99% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.22% | +0.10% | -1.18% | |
| 21 | AZO | Autozone Inc | 股票-循環性消費 | 1.17% | -0.12% | -2.49% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.15% | +0.03% | +4.65% | |
| 23 | URI | United Rentals Inc | 股票-工業 | 1.11% | +0.23% | -8.07% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | -0.46% | -2.95% | |
| 25 | GTLS | Chart Industries Inc | 股票-工業 | 1.07% | -0.01% | -8.52% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 1.06% | +0.08% | -4.19% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.05% | +0.12% | +5.31% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.04% | -0.06% | -3.71% | |
| 29 | MDT | Medtronic plc | 股票-醫療保健 | 1.02% | -0.17% | -0.04% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.99% | -0.08% | +0.19% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.94% | -0.06% | -0.93% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.92% | +0.01% | +5.28% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | +0.24% | -1.33% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.08% | -0.21% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.88% | -0.07% | +8.82% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.88% | -0.20% | +0.35% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.87% | -0.05% | +4.75% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.82% | +0.01% | +4.58% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.77% | -0.78% | -4.65% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.72% | +0.11% | +13.42% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.69% | +0.07% | +1.08% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.69% | +0.04% | -1.41% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.68% | +0.02% | -5.71% | |
| 44 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.68% | -0.59% | EXIT | |
| 45 | GWW | Ww Grainger Inc | 股票-工業 | 0.68% | +0.07% | -1.25% | |
| 46 | FLR | Fluor CORP | 股票-工業 | 0.67% | -0.02% | -3.99% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.67% | +0.11% | -7.72% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.66% | -0.02% | -0.91% | |
| 49 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.61% | -0.48% | EXIT | |
| 50 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.61% | -0.05% | -5.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | -6.37% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | -3.34% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.8% | -2.80% | 減碼 |
| 4 | XLK | Ss Technology Select Sector | +0.6% | +7.80% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.6% | -2.58% | 減碼 |
| 6 | CIEN | Ciena CORP | +0.5% | -8.99% | 減碼 |
| 7 | KLAC | Kla CORP | +0.3% | -2.60% | 減碼 |
| 8 | NEE | Nextera Energy Inc | +0.3% | +2.62% | 加碼 |
| 9 | PWR | Quanta Services Inc | +0.3% | -3.53% | 加碼 |
| 10 | DUK | Duke Energy CORP | +0.3% | +2.49% | 加碼 |
| 11 | APH | Amphenol Corp-cl A | +0.2% | -7.72% | 減碼 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -1.46% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.2% | -2.71% | 減碼 |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +13.42% | 加碼 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +5.31% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -5.71% | 減碼 |
| 17 | MS | Morgan Stanley | +0.1% | -4.19% | 減碼 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | -0.91% | 加碼 |
| 19 | GTLS | Chart Industries Inc | +0.1% | -8.52% | 減碼 |
| 20 | XLY | Ss Consumer Disc Select Sect | +0.1% | +5.28% | 加碼 |
| 21 | CBRE | Cbre Group Inc - A | +0.1% | -5.07% | 加碼 |
| 22 | AXP | American Express Co | +0.1% | -3.14% | 減碼 |
| 23 | XLC | Ss Comm Select Sector Spdr | +0.1% | +4.75% | 加碼 |
| 24 | CSCO | Cisco Systems Inc | 0% | -1.33% | 加碼 |
| 25 | URI | United Rentals Inc | 0% | -8.07% | 減碼 |
| 26 | ABBV | Abbvie Inc | — | -1.18% | 加碼 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -3.17% | 減碼 |
| 28 | AMZN | Amazon.com Inc | -0.1% | -1.11% | 減碼 |
| 29 | AAPL | Apple Inc | -0.1% | -4.65% | 減碼 |
| 30 | OBT | Orange County Bancorp Inc | -0.2% | — | 減碼 |
| 31 | GWW | Ww Grainger Inc | -0.3% | -1.25% | 減碼 |
| 32 | PLD | Prologis Inc | -0.3% | -7.89% | 減碼 |
| 33 | CSX | Csx CORP | -0.3% | -11.52% | 減碼 |
| 34 | SPSB | Ss Spdr P St C CORP ETF | -0.3% | +6.48% | 加碼 |
| 35 | ADBE | Adobe Inc | -0.3% | -0.21% | 減碼 |
| 36 | CMG | Chipotle Mexican Grill Inc | -0.4% | +3.27% | 減碼 |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | -0.4% | +6.16% | 加碼 |
| 38 | DHR | Danaher CORP | -0.4% | -4.65% | 減碼 |
| 39 | CRM | Salesforce Inc | -0.4% | +0.35% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.4% | -2.95% | 減碼 |
| 41 | MRSH | Marsh & Mclennan Cos | -0.4% | +0.19% | 減碼 |
| 42 | UNH | Unitedhealth Group Inc | -0.9% | -1.41% | 減碼 |
| 43 | LLY | Eli Lilly & Co | -0.9% | -0.11% | 減碼 |
| 44 | ISRG | Intuitive Surgical Inc | -1% | -1.35% | 減碼 |
| 45 | TTWO | Take-two Interactive Softwre | — | NEW | 新建倉 |
| 46 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 47 | NOW | Servicenow Inc | — | NEW | 新建倉 |
| 48 | MELI | Mercadolibre Inc | — | NEW | 新建倉 |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | 新建倉 |
| 50 | ROK | Rockwell Automation Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Orange Investment Advisors, Inc. 在 Q3 2025 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 Q3 2025 季度，Orange Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：NVDA (5.1%)、SPIB (4.6%)、MSFT (4.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.1% 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
TTWO
市值: US$589.8萬
本季最大獲利了結 / 清倉標的
LLY
前期市值: US$3978.6萬
在 Q3 2025 季度中，Orange Investment Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 16 個部位、減碼 28 個部位以及清倉 0 個部位。 其中最大新建倉標的為 TTWO。
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。