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: 0002043765
申報總市值
US$1.7億
US$1.7億
69 檔
22.8%
Orca Wealth Management, LLC 在 Q3 2025 季度的美股部位總計估值為 US$1.7億，分散於 69 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2025 期間，Orca Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
在資產配置集中度方面，Orca Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, ORI, RTX 等）合計佔整體申報市值的 22.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 11.39% | -0.64% | +2.09% | |
| 2 | ORI | Old Republic Intl CORP | 股票-金融 | 4.92% | -0.60% | -0.83% | |
| 3 | RTX | Rtx CORP | 股票-工業 | 4.16% | -0.77% | -0.70% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 4.15% | +1.22% | +0.37% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.13% | +0.04% | -1.39% | |
| 6 | QCOM | Qualcomm Inc | 股票-科技 | 4.10% | +0.60% | -0.35% | |
| 7 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 4.01% | — | -0.92% | |
| 8 | PM | Philip Morris International | 股票-非循環性消費 | 3.40% | -0.16% | +0.34% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.36% | -0.22% | -0.59% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.55% | -1.15% | -4.28% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.48% | -0.33% | -0.52% | |
| 12 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 2.30% | -0.19% | +1.84% | |
| 13 | PRU | Prudential Financial Inc | 股票-金融 | 2.27% | — | -0.50% | |
| 14 | BX | Blackstone Inc | 股票-金融 | 2.18% | -0.19% | -0.32% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | -0.11% | +3.41% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.91% | +0.04% | +0.02% | |
| 17 | UBS | UBS Group AG | 股票-金融 | 1.86% | +0.12% | -1.86% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.80% | -0.03% | +0.22% | |
| 19 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.72% | -0.04% | +0.22% | |
| 20 | CSX | Csx CORP | 股票-工業 | 1.71% | -0.02% | -0.87% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.68% | +0.09% | +0.75% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.66% | -0.69% | -0.54% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 1.64% | +5.83% | -0.45% | |
| 24 | EXE | Expand Energy CORP | 股票-能源 | 1.53% | -0.37% | +0.27% | |
| 25 | CMI | Cummins Inc | 股票-工業 | 1.45% | +0.20% | -1.61% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.36% | -0.01% | -1.40% | |
| 27 | FITB | Fifth Third Bancorp | 股票-金融 | 1.21% | +0.02% | +0.85% | |
| 28 | CAT | Caterpillar Inc | 股票-工業 | 1.19% | +0.44% | +0.33% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事業 | 1.19% | -0.23% | -0.41% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.11% | +1.58% | |
| 31 | HON | Honeywell International Inc | 股票-工業 | 1.17% | -1.17% | EXIT | |
| 32 | DOW | Dow Inc | 股票-原物料 | 1.15% | -0.92% | +0.14% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.04% | -0.32% | +0.70% | |
| 34 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.02% | — | +0.38% | |
| 35 | BG | Bunge Global SA | 股票-非循環性消費 | 0.97% | — | -1.00% | |
| 36 | EOG | Eog Resources Inc | 股票-能源 | 0.96% | -0.30% | +2.70% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.95% | -0.31% | -4.11% | |
| 38 | GD | General Dynamics CORP | 股票-工業 | 0.87% | -0.11% | — | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.84% | -0.07% | +2.47% | |
| 40 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.82% | — | -0.42% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | -0.11% | -1.78% | |
| 42 | T | At&t Inc | 股票-通訊服務 | 0.70% | -0.27% | +0.77% | |
| 43 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.59% | -0.07% | — | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.58% | -0.13% | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.06% | — | |
| 46 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.51% | +0.02% | — | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.50% | -0.07% | +0.92% | |
| 48 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.43% | -0.24% | EXIT | |
| 49 | SBCF | Seacoast Banking Corp/fl | 股票-其他 | 0.40% | -0.37% | EXIT | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.37% | -0.06% | -0.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.6% | -1.39% | 減碼 |
| 2 | MU | Micron Technology Inc | +1% | -0.45% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.7% | +3.41% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +0.02% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.75% | 加碼 |
| 6 | RTX | Rtx CORP | +0.2% | -0.70% | 減碼 |
| 7 | UBS | UBS Group AG | +0.2% | -1.86% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.2% | +0.33% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -0.59% | 減碼 |
| 10 | CMI | Cummins Inc | +0.2% | -1.61% | 減碼 |
| 11 | SAN | Banco Santander Sa-spon Adr | +0.1% | — | 加碼 |
| 12 | BNS | Bank Of Nova Scotia | +0.1% | -0.42% | 減碼 |
| 13 | MSFT | Microsoft CORP | +0.1% | -1.78% | 減碼 |
| 14 | BAC | Bank Of America CORP | +0.1% | -1.40% | 減碼 |
| 15 | GD | General Dynamics CORP | +0.1% | — | 加碼 |
| 16 | KLAC | Kla CORP | +0.1% | +7.12% | 減碼 |
| 17 | CSX | Csx CORP | 0% | -0.87% | 減碼 |
| 18 | AMAT | Applied Materials Inc | 0% | -5.01% | 減碼 |
| 19 | CGDV | Cap Group Dividend Value | 0% | +0.22% | 加碼 |
| 20 | CGXU | Cap Group Intl Focus | 0% | -0.87% | 加碼 |
| 21 | BX | Blackstone Inc | 0% | -0.32% | 減碼 |
| 22 | SBCF | Seacoast Banking Corp/fl | — | — | 不變 |
| 23 | FITB | Fifth Third Bancorp | 0% | +0.85% | 加碼 |
| 24 | HD | Home Depot Inc | -0.1% | +2.47% | 加碼 |
| 25 | LMT | Lockheed Martin CORP | -0.1% | -4.11% | 減碼 |
| 26 | ABBV | Abbvie Inc | -0.2% | +0.22% | 減碼 |
| 27 | ED | Consolidated Edison Inc | -0.2% | — | 加碼 |
| 28 | CSCO | Cisco Systems Inc | -0.2% | +0.37% | 加碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.58% | 加碼 |
| 30 | TTEN | Totalenergies Se -spon Adr | -0.3% | +0.38% | 減碼 |
| 31 | EXE | Expand Energy CORP | -0.4% | +0.27% | 加碼 |
| 32 | AAPL | Apple Inc | -0.4% | +2.09% | 減碼 |
| 33 | QCOM | Qualcomm Inc | -0.4% | -0.35% | 減碼 |
| 34 | CVX | Chevron CORP | -0.5% | -0.54% | 減碼 |
| 35 | ORI | Old Republic Intl CORP | -0.5% | -0.83% | 減碼 |
| 36 | PM | Philip Morris International | -0.5% | +0.34% | 加碼 |
| 37 | AZNN | Astrazeneca Plc-spons Adr | -0.6% | -0.92% | 減碼 |
| 38 | PRU | Prudential Financial Inc | -0.6% | -0.50% | 減碼 |
| 39 | CB | Chubb Limited | -0.7% | -0.52% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.8% | -4.28% | 減碼 |
| 41 | DOW | Dow Inc | -0.9% | +0.14% | 加碼 |
| 42 | BTI | British American Tob-sp Adr | — | NEW | 新建倉 |
| 43 | PSX | Phillips 66 | — | EXIT | 清倉 |
| 44 | EOG | Eog Resources Inc | — | NEW | 新建倉 |
| 45 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建倉 |
| 46 | DHR | Danaher CORP | — | NEW | 新建倉 |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建倉 |
| 48 | KHC | Kraft Heinz Co/the | — | EXIT | 清倉 |
| 49 | GS | Goldman Sachs Group Inc | — | NEW | 新建倉 |
| 50 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Orca Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 69 個公開持股部位。
在 Q3 2025 季度，Orca Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (11.4%)、ORI (4.9%)、RTX (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.4% 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
BTI
市值: US$304.3萬
本季最大獲利了結 / 清倉標的
PSX
前期市值: US$150.2萬
在 Q3 2025 季度中，Orca Wealth Management, LLC 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 17 個部位、減碼 23 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BTI。 本季清倉部位包含 PSX。
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。