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: 0001511229
申報總市值
US$1.4億
US$1.4億
77 檔
33.0%
在 Q1 2026 的 13F 官方備案中，Orca Investment Management, LLC 管理的美股投資組合規模來到 US$1.4億，整體持股檔數為 77 檔。
數據顯示 Orca Investment Management, LLC 於 Q1 2026 季度持續回收資金，對 46 個既有部位進行裁減並清倉 2 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 , GOOG, MSFT）累計市值佔比達 33.0%，是驅動 Orca Investment Management, LLC 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 | ✓ | 股票-其他 | 8.56% | — | -3.52% | ||
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 8.56% | -0.13% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.29% | -1.54% | -4.37% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 7.86% | -0.32% | -2.34% | |
| 5 | ✓ | 股票-其他 | 5.38% | — | -0.93% | ||
| 6 | AVGO | Broadcom Inc | 股票-科技 | 5.38% | +0.14% | — | |
| 7 | ✓ | 股票-其他 | 5.29% | — | -0.37% | ||
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.29% | -0.17% | — | |
| 9 | ✓ | 股票-其他 | 5.11% | — | -0.74% | ||
| 10 | CAH | Cardinal Health Inc | 股票-醫療保健 | 5.11% | -0.27% | — | |
| 11 | ✓ | 股票-其他 | 3.97% | — | -2.90% | ||
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.97% | +0.18% | — | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.57% | -0.43% | -2.43% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.51% | -0.04% | -1.60% | |
| 15 | ✓ | 股票-其他 | 2.42% | — | -0.70% | ||
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 2.42% | -0.20% | — | |
| 17 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 2.23% | -0.25% | -0.30% | |
| 18 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.14% | +0.48% | -0.32% | |
| 19 | COHR | Coherent CORP | 股票-科技 | 2.14% | -0.71% | -50.66% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.12% | -0.06% | -2.04% | |
| 21 | PRU | Prudential Financial Inc | 股票-金融 | 2.05% | -0.16% | -0.62% | |
| 22 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 1.96% | -0.05% | — | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.95% | -1.14% | -1.31% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.91% | +3.15% | +0.54% | |
| 25 | ✓ | 股票-其他 | 1.86% | — | -1.34% | ||
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.86% | -0.06% | — | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.86% | -1.86% | EXIT | |
| 28 | ✓ | 股票-其他 | 1.70% | — | -4.26% | ||
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.10% | — | |
| 30 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 1.61% | +0.44% | -4.99% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.49% | +0.03% | -0.03% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | +0.15% | -3.60% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工業 | 1.33% | -0.10% | -6.49% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.30% | — | -0.41% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 1.27% | -0.12% | -3.29% | |
| 36 | SNA | Snap-on Inc | 股票-工業 | 1.18% | -0.08% | -2.13% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.97% | +0.01% | -1.48% | |
| 38 | ✓ | 股票-其他 | 0.95% | — | -2.75% | ||
| 39 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.95% | -0.18% | — | |
| 40 | ✓ | 股票-其他 | 0.87% | — | -0.15% | ||
| 41 | XLB | Ss Materials Select Sector | ETF-其他 | 0.87% | +1.34% | — | |
| 42 | ✓ | 股票-其他 | 0.85% | — | -4.78% | ||
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.85% | -0.02% | — | |
| 44 | ✓ | 股票-其他 | 0.82% | — | -2.06% | ||
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.82% | -0.25% | — | |
| 46 | ✓ | 股票-其他 | 0.80% | — | — | ||
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.80% | -0.10% | — | |
| 48 | ✓ | 股票-其他 | 0.74% | — | -3.54% | ||
| 49 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 0.74% | +0.14% | — | |
| 50 | ✓ | 股票-其他 | 0.73% | — | -10.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.7% | -2.43% | 減碼 |
| 2 | ADM | Archer-daniels-midland Co | +0.6% | -0.30% | 減碼 |
| 3 | ✓ | +0.5% | -0.74% | 減碼 | |
| 4 | INTC | Intel CORP | +0.4% | +0.54% | 加碼 |
| 5 | ✓ | +0.3% | -1.34% | 減碼 | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.31% | 減碼 |
| 7 | ✓ | +0.2% | -2.75% | 減碼 | |
| 8 | ✓ | +0.2% | -2.06% | 減碼 | |
| 9 | XLI | Ss Industrial Select Sector | +0.1% | -0.41% | 減碼 |
| 10 | ✓ | +0.1% | -0.37% | 減碼 | |
| 11 | ✓ | +0.1% | -0.15% | 減碼 | |
| 12 | SNA | Snap-on Inc | +0.1% | -2.13% | 減碼 |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +3.25% | 加碼 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.03% | 減碼 |
| 15 | ✓ | +0.1% | -9.72% | 減碼 | |
| 16 | PFE | Pfizer Inc | +0.1% | -3.45% | 減碼 |
| 17 | ✓ | +0.1% | -10.45% | 減碼 | |
| 18 | ✓ | +0.1% | -3.75% | 減碼 | |
| 19 | SCHM | Schwab US Mid Cap ETF | +0.1% | -1.48% | 減碼 |
| 20 | CVX | Chevron CORP | +0.1% | -8.93% | 減碼 |
| 21 | ✓ | +0.1% | — | 不變 | |
| 22 | SBUX | Starbucks CORP | +0.1% | -2.50% | 減碼 |
| 23 | UTG | Reaves Utility Income Fund | +0.1% | — | 不變 |
| 24 | PEP | Pepsico Inc | +0.1% | -3.51% | 減碼 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.04% | 減碼 |
| 26 | ✓ | 0% | — | 不變 | |
| 27 | PG | Procter & Gamble Co/the | 0% | -2.17% | 減碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不變 |
| 29 | EMR | Emerson Electric Co | 0% | -2.15% | 減碼 |
| 30 | C | Citigroup Inc | 0% | — | 不變 |
| 31 | PPG | Ppg Industries Inc | 0% | -2.11% | 減碼 |
| 32 | SCHW | Schwab (charles) CORP | 0% | — | 不變 |
| 33 | KMB | Kimberly-clark CORP | 0% | -2.16% | 減碼 |
| 34 | UPS | United Parcel Service-cl B | — | -6.49% | 減碼 |
| 35 | HD | Home Depot Inc | — | -3.29% | 減碼 |
| 36 | MS | Morgan Stanley | — | — | 不變 |
| 37 | ✓ | — | -7.38% | 減碼 | |
| 38 | ✓ | 0% | -4.78% | 減碼 | |
| 39 | GPC | Genuine Parts Co | 0% | -2.19% | 減碼 |
| 40 | DIS | Walt Disney Co/the | 0% | -0.07% | 減碼 |
| 41 | CVS | Cvs Health CORP | -0.1% | -0.32% | 減碼 |
| 42 | SPMO | Invesco S&p 500 Momentum ETF | -0.1% | -4.99% | 減碼 |
| 43 | ✓ | -0.1% | -0.70% | 減碼 | |
| 44 | ✓ | -0.1% | — | 不變 | |
| 45 | ✓ | -0.1% | -4.26% | 減碼 | |
| 46 | AMZN | Amazon.com Inc | -0.1% | -1.60% | 減碼 |
| 47 | ADP | Automatic Data Processing | -0.1% | -3.01% | 減碼 |
| 48 | AAPL | Apple Inc | -0.1% | -2.34% | 減碼 |
| 49 | ✓ | -0.1% | -3.54% | 減碼 | |
| 50 | ✓ | -0.2% | -2.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Orca Investment Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.4億，共申報了 77 個公開持股部位。
在 Q1 2026 季度，Orca Investment Management, LLC 按市值排列的前三大核心持股分別為： (8.6%)、GOOG (8.6%)、MSFT (8.3%)。其中最大持股部位 佔據整體投資組合約 8.6% 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
BHP
市值: US$230.5萬
本季最大獲利了結 / 清倉標的
WTAI
前期市值: US$183.0萬
在 Q1 2026 季度中，Orca Investment Management, LLC 共進行了 51 項持倉異動，包含新建倉 1 個部位、加碼 2 個部位、減碼 46 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BHP。 本季清倉部位包含 WTAI。
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。