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。
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CIK: 0002043765
申報總市值
US$1.7億
US$1.7億
64 檔
20.6%
截至 Q1 2025 季度末，Orca Wealth Management, LLC 的美股持倉估值約為 US$1.7億，全數申報部位共有 64 檔。
觀察 Q1 2025 的申報異動，Orca Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 36 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Orca Wealth Management, LLC 的前 5 大持股（包含 AAPL, ORI, AZNN）貢獻了組合市值的 20.6%，形成該機構在 Q1 2025 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 | AAPL | Apple Inc | 股票-科技 | 11.79% | -0.64% | +1.46% | |
| 2 | ORI | Old Republic Intl CORP | 股票-金融 | 5.40% | -0.60% | +6.91% | |
| 3 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 4.61% | — | +1.40% | |
| 4 | QCOM | Qualcomm Inc | 股票-科技 | 4.53% | +0.60% | -1.46% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 4.38% | +1.22% | +0.10% | |
| 6 | RTX | Rtx CORP | 股票-工業 | 3.92% | -0.77% | +0.16% | |
| 7 | PM | Philip Morris International | 股票-非循環性消費 | 3.89% | -0.16% | +4.70% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.30% | -1.15% | +0.16% | |
| 9 | CB | Chubb Limited | 股票-金融 | 3.17% | -0.33% | +0.25% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.16% | -0.22% | +0.26% | |
| 11 | PRU | Prudential Financial Inc | 股票-金融 | 2.90% | — | +0.40% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.56% | +0.04% | -0.19% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 2.17% | -0.19% | +0.41% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.13% | -0.69% | -0.01% | |
| 15 | DOW | Dow Inc | 股票-原物料 | 2.00% | -0.92% | +1.15% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.96% | -0.03% | +0.31% | |
| 17 | EXE | Expand Energy CORP | 股票-能源 | 1.89% | -0.37% | +0.02% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.70% | -0.04% | -0.78% | |
| 19 | CSX | Csx CORP | 股票-工業 | 1.68% | -0.02% | +0.25% | |
| 20 | UBS | UBS Group AG | 股票-金融 | 1.64% | +0.12% | -0.38% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.46% | -0.11% | -0.39% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.44% | +0.04% | +4.93% | |
| 23 | HON | Honeywell International Inc | 股票-工業 | 1.41% | -1.17% | EXIT | |
| 24 | DUK | Duke Energy CORP | 股票-公用事業 | 1.38% | -0.23% | +0.69% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 1.34% | — | +0.23% | |
| 26 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.32% | — | +2.48% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.30% | -0.01% | -0.13% | |
| 28 | CMI | Cummins Inc | 股票-工業 | 1.28% | +0.20% | +0.15% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.26% | -0.11% | +83.11% | |
| 30 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.25% | -0.32% | +0.74% | |
| 31 | FITB | Fifth Third Bancorp | 股票-金融 | 1.24% | +0.02% | +0.84% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.24% | +0.09% | +2.56% | |
| 33 | BG | Bunge Global SA | 股票-非循環性消費 | 1.09% | — | -0.05% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 1.05% | -0.31% | +0.38% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.97% | +0.44% | -0.06% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.89% | -0.07% | +2.44% | |
| 37 | GD | General Dynamics CORP | 股票-工業 | 0.82% | -0.11% | -0.38% | |
| 38 | T | At&t Inc | 股票-通訊服務 | 0.82% | -0.27% | +0.29% | |
| 39 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.75% | -0.07% | — | |
| 40 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.71% | — | +1.86% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.71% | -0.06% | — | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.11% | +5.95% | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.66% | +5.83% | +1.54% | |
| 44 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.63% | -0.07% | +3.51% | |
| 45 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.50% | -0.24% | EXIT | |
| 46 | SBCF | Seacoast Banking Corp/fl | 股票-其他 | 0.40% | -0.37% | EXIT | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | -0.05% | +4.82% | |
| 48 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.38% | +0.02% | -0.63% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.37% | -0.05% | +0.04% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.32% | -0.06% | +4.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | +1.1% | +4.70% | 加碼 |
| 2 | ORI | Old Republic Intl CORP | +0.7% | +6.91% | 加碼 |
| 3 | AZNN | Astrazeneca Plc-spons Adr | +0.5% | +1.40% | 加碼 |
| 4 | RTX | Rtx CORP | +0.5% | +0.16% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.4% | +83.11% | 加碼 |
| 6 | SBCF | Seacoast Banking Corp/fl | +0.4% | NEW | 新建倉 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +0.16% | 加碼 |
| 8 | ABBV | Abbvie Inc | +0.3% | +0.31% | 加碼 |
| 9 | AXP | American Express Co | +0.3% | NEW | 新建倉 |
| 10 | CVX | Chevron CORP | +0.3% | -0.01% | 減碼 |
| 11 | CB | Chubb Limited | +0.3% | +0.25% | 加碼 |
| 12 | TTEN | Totalenergies Se -spon Adr | +0.2% | +2.48% | 加碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.39% | 減碼 |
| 14 | EXE | Expand Energy CORP | +0.2% | +0.02% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.2% | NEW | 新建倉 |
| 16 | GE | General Electric | +0.2% | NEW | 新建倉 |
| 17 | DUK | Duke Energy CORP | +0.2% | +0.69% | 加碼 |
| 18 | T | At&t Inc | +0.2% | +0.29% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +0.10% | 加碼 |
| 20 | VZ | Verizon Communications Inc | +0.2% | +0.74% | 加碼 |
| 21 | ED | Consolidated Edison Inc | +0.1% | — | 不變 |
| 22 | SAN | Banco Santander Sa-spon Adr | +0.1% | -0.63% | 減碼 |
| 23 | PSX | Phillips 66 | +0.1% | +0.23% | 加碼 |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不變 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +0.26% | 加碼 |
| 26 | ABT | Abbott Laboratories | +0.1% | +4.59% | 加碼 |
| 27 | SO | Southern Co/the | 0% | +0.04% | 加碼 |
| 28 | MO | Altria Group Inc | 0% | +1.94% | 加碼 |
| 29 | FDX | Fedex CORP | 0% | -1.30% | 減碼 |
| 30 | MRK | Merck & Co. Inc. | -0.1% | +3.51% | 加碼 |
| 31 | MSFT | Microsoft CORP | -0.1% | +5.95% | 加碼 |
| 32 | BAC | Bank Of America CORP | -0.1% | -0.13% | 減碼 |
| 33 | LMT | Lockheed Martin CORP | -0.1% | +0.38% | 加碼 |
| 34 | FITB | Fifth Third Bancorp | -0.1% | +0.84% | 加碼 |
| 35 | BNS | Bank Of Nova Scotia | -0.1% | +1.86% | 加碼 |
| 36 | QCOM | Qualcomm Inc | -0.1% | -1.46% | 減碼 |
| 37 | CAT | Caterpillar Inc | -0.1% | -0.06% | 減碼 |
| 38 | HON | Honeywell International Inc | -0.1% | -0.09% | 減碼 |
| 39 | CMI | Cummins Inc | -0.2% | +0.15% | 加碼 |
| 40 | CSX | Csx CORP | -0.2% | +0.25% | 加碼 |
| 41 | PRU | Prudential Financial Inc | -0.2% | +0.40% | 加碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.56% | 加碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.2% | +4.93% | 加碼 |
| 44 | DOW | Dow Inc | -0.3% | +1.15% | 加碼 |
| 45 | WBA | Walgreens Boots Alliance Inc | -0.3% | EXIT | 清倉 |
| 46 | BX | Blackstone Inc | -0.5% | +0.41% | 加碼 |
| 47 | IP | International Paper Co | -0.8% | EXIT | 清倉 |
| 48 | AVGO | Broadcom Inc | -1% | -0.19% | 減碼 |
| 49 | INTC | Intel CORP | -1.2% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -1.4% | +1.46% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Orca Wealth Management, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 64 個公開持股部位。
在 Q1 2025 季度，Orca Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (11.8%)、ORI (5.4%)、AZNN (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.8% 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
SBCF
市值: US$44.5萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$132.9萬
在 Q1 2025 季度中，Orca Wealth Management, LLC 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 32 個部位、減碼 9 個部位以及清倉 3 個部位。 其中最大新建倉標的為 SBCF。 本季清倉部位包含 INTC。
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。