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
145 檔
22.5%
在 Q1 2026 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 145 檔。
從 Q1 2026 申報觀察，Orange Investment Advisors, Inc. 採取防禦導向的調倉策略，本季減碼 111 檔個股並出清 7 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 SPIB, LLY, SPSB）累計市值佔比達 22.5%，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。
本季最大新建倉標的
CTRA
市值: US$26.3萬
本季最大獲利了結 / 清倉標的
OWL
前期市值: US$363.0萬
| # | 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 | 5.70% | -0.25% | +2.17% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 5.11% | +0.93% | -5.84% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.54% | -0.24% | +2.51% | |
| 4 | OBT | Orange County Bancorp Inc | 股票-其他 | 4.40% | +0.34% | -3.64% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.20% | -0.15% | -20.97% | |
| 6 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 3.93% | -0.79% | -0.30% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | -0.28% | -8.22% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.25% | +0.99% | -3.40% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 3.19% | -0.02% | -12.89% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.86% | +0.13% | -18.37% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.16% | -0.01% | -13.08% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 2.09% | +1.25% | -20.99% | |
| 13 | CIEN | Ciena CORP | 股票-科技 | 1.91% | +0.01% | -24.06% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | -0.02% | -14.67% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.52% | +0.10% | -4.23% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | — | -30.88% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | -0.46% | -24.19% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.37% | -0.01% | -4.06% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.29% | +0.10% | -6.35% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 1.25% | +0.03% | -2.45% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | +0.02% | -8.83% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.15% | -0.12% | -19.80% | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.14% | -0.07% | +5.78% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.14% | -0.17% | -0.65% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.99% | +0.01% | -3.59% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.98% | -0.06% | -12.65% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.97% | -0.05% | -2.14% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.96% | +0.11% | +1.85% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.96% | +0.01% | -6.14% | |
| 30 | AZO | Autozone Inc | 股票-循環性消費 | 0.94% | -0.12% | -11.32% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.93% | +0.08% | -16.49% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.93% | -0.89% | +50.41% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.92% | +0.12% | -5.70% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.88% | +0.24% | -11.25% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.81% | +0.07% | -6.77% | |
| 36 | DHR | Danaher CORP | 股票-醫療保健 | 0.81% | -0.78% | -5.18% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.72% | -0.20% | -5.05% | |
| 38 | GWW | Ww Grainger Inc | 股票-工業 | 0.72% | +0.07% | -15.05% | |
| 39 | FLR | Fluor CORP | 股票-工業 | 0.69% | -0.02% | -16.47% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.68% | -0.13% | -1.54% | |
| 41 | URI | United Rentals Inc | 股票-工業 | 0.65% | +0.23% | -15.59% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.64% | -0.14% | -13.86% | |
| 43 | PWR | Quanta Services Inc | 股票-工業 | 0.63% | +0.01% | -22.23% | |
| 44 | BKR | Baker Hughes Co | 股票-能源 | 0.63% | -0.13% | -22.30% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.62% | -0.02% | -16.86% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.61% | -0.06% | -17.08% | |
| 47 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.61% | -0.08% | -16.65% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事業 | 0.60% | -0.08% | -13.38% | |
| 49 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.59% | +0.01% | -17.80% | |
| 50 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.59% | -0.59% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | OBT | Orange County Bancorp Inc | +0.9% | -3.64% | 減碼 |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | +0.9% | +2.17% | 加碼 |
| 3 | SPSB | Ss Spdr P St C CORP ETF | +0.8% | +2.51% | 加碼 |
| 4 | CIEN | Ciena CORP | +0.6% | -24.06% | 減碼 |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +50.41% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | -24.19% | 減碼 |
| 7 | KLAC | Kla CORP | +0.2% | -20.99% | 減碼 |
| 8 | FLOT | Ishares Floating Rate Bond E | +0.2% | +5.78% | 加碼 |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +1.85% | 加碼 |
| 10 | CVX | Chevron CORP | +0.2% | -3.59% | 減碼 |
| 11 | XLK | Ss Technology Select Sector | +0.1% | -3.40% | 減碼 |
| 12 | XLE | Ss Energy Select Sector | +0.1% | -8.43% | 減碼 |
| 13 | WMT | Walmart Inc | +0.1% | -3.36% | 減碼 |
| 14 | BKR | Baker Hughes Co | +0.1% | -22.30% | 減碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -4.23% | 減碼 |
| 16 | XLI | Ss Industrial Select Sector | +0.1% | -6.77% | 減碼 |
| 17 | FLR | Fluor CORP | +0.1% | -16.47% | 減碼 |
| 18 | PWR | Quanta Services Inc | +0.1% | -22.23% | 減碼 |
| 19 | MCD | Mcdonald's CORP | +0.1% | -1.54% | 減碼 |
| 20 | XLP | Ss Consumer Staples Sel Sect | +0.1% | -2.29% | 減碼 |
| 21 | XLC | Ss Comm Select Sector Spdr | +0.1% | -2.14% | 減碼 |
| 22 | MDY | State Street Spdr S&p Midcap | +0.1% | +4.47% | 加碼 |
| 23 | DUK | Duke Energy CORP | +0.1% | -13.38% | 減碼 |
| 24 | WBS | Webster Financial CORP | +0.1% | -4.61% | 減碼 |
| 25 | SLB | Slb LTD | +0.1% | -24.64% | 減碼 |
| 26 | ABBV | Abbvie Inc | +0.1% | -6.35% | 減碼 |
| 27 | GNRC | Generac Holdings Inc | +0.1% | -21.39% | 減碼 |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +5.51% | 加碼 |
| 29 | MDT | Medtronic plc | +0.1% | -0.65% | 減碼 |
| 30 | GWW | Ww Grainger Inc | +0.1% | -15.05% | 減碼 |
| 31 | PEP | Pepsico Inc | +0.1% | -13.86% | 減碼 |
| 32 | NFLX | Netflix Inc | +0.1% | -6.95% | 減碼 |
| 33 | SO | Southern Co/the | +0.1% | -2.58% | 減碼 |
| 34 | JNJ | Johnson & Johnson | +0.1% | -11.20% | 減碼 |
| 35 | AZO | Autozone Inc | 0% | -11.32% | 減碼 |
| 36 | XLV | Ss Health Care Select Sector | 0% | -6.14% | 減碼 |
| 37 | CSCO | Cisco Systems Inc | 0% | -11.25% | 減碼 |
| 38 | NEE | Nextera Energy Inc | 0% | -18.44% | 減碼 |
| 39 | GLW | Corning Inc | 0% | -5.50% | 減碼 |
| 40 | COP | Conocophillips | 0% | -19.42% | 減碼 |
| 41 | XLB | Ss Materials Select Sector | 0% | +0.27% | 加碼 |
| 42 | PG | Procter & Gamble Co/the | 0% | -5.24% | 減碼 |
| 43 | XLRE | Ss Real Estate Select Sector | 0% | +4.43% | 加碼 |
| 44 | XLF | Ss Financial Select Sector | 0% | -2.45% | 減碼 |
| 45 | XLY | Ss Consumer Disc Select Sect | 0% | -3.59% | 減碼 |
| 46 | RMD | Resmed Inc | 0% | — | 不變 |
| 47 | GEV | GE Vernova Inc | 0% | — | 不變 |
| 48 | MDLZ | Mondelez International Inc-a | 0% | -11.75% | 減碼 |
| 49 | WY | Weyerhaeuser Co | 0% | -9.56% | 減碼 |
| 50 | MRK | Merck & Co. Inc. | 0% | -1.81% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Orange Investment Advisors, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$8.2億，共申報了 145 個公開持股部位。
在 Q1 2026 季度，Orange Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：SPIB (5.7%)、LLY (5.1%)、SPSB (4.5%)。其中最大持股部位 SPIB 佔據整體投資組合約 5.7% 的權重。
在 Q1 2026 季度中，Orange Investment Advisors, Inc. 共進行了 132 項持倉異動，包含新建倉 3 個部位、加碼 11 個部位、減碼 111 個部位以及清倉 7 個部位。 其中最大新建倉標的為 CTRA。 本季清倉部位包含 OWL。
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。
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。
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。