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
68 檔
24.8%
根據最新整理的 13F 季度數據集，Orca Wealth Management, LLC 於 Q4 2025 結束時的管理資產規模為 US$1.7億。該機構在本季度申報了 68 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Orca Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 25 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
整體而言，Orca Wealth Management, LLC 的前 5 大持股（包含 AAPL, ORI, RTX）貢獻了組合市值的 24.8%，形成該機構在 Q4 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 | 11.39% | -0.64% | -0.01% | |
| 2 | ORI | Old Republic Intl CORP | 股票-金融 | 4.85% | -0.60% | +10.60% | |
| 3 | RTX | Rtx CORP | 股票-工業 | 4.78% | -0.77% | +0.40% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 4.68% | +1.22% | -0.10% | |
| 5 | MU | Micron Technology Inc | 股票-科技 | 3.91% | +5.83% | +0.74% | |
| 6 | PM | Philip Morris International | 股票-非循環性消費 | 3.79% | -0.16% | +6.02% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.75% | +0.04% | -0.67% | |
| 8 | QCOM | Qualcomm Inc | 股票-科技 | 3.46% | +0.60% | +0.36% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.16% | -0.22% | -0.22% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 3.05% | -1.15% | +0.40% | |
| 11 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 2.74% | -0.19% | +8.53% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.64% | +0.04% | +3.94% | |
| 13 | CB | Chubb Limited | 股票-金融 | 2.63% | -0.33% | +0.55% | |
| 14 | PRU | Prudential Financial Inc | 股票-金融 | 2.30% | — | +0.11% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.23% | +0.09% | +0.04% | |
| 16 | UBS | UBS Group AG | 股票-金融 | 2.06% | +0.12% | +0.27% | |
| 17 | CMI | Cummins Inc | 股票-工業 | 1.97% | +0.20% | +0.04% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.78% | -0.69% | +0.21% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.77% | -0.11% | +1.09% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.71% | -0.04% | -1.91% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.68% | -0.03% | +0.66% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 1.66% | +0.44% | -0.09% | |
| 23 | BX | Blackstone Inc | 股票-金融 | 1.64% | -0.19% | -0.12% | |
| 24 | DOW | Dow Inc | 股票-原物料 | 1.52% | -0.92% | +3.77% | |
| 25 | EXE | Expand Energy CORP | 股票-能源 | 1.51% | -0.37% | +3.23% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.37% | -0.01% | +0.10% | |
| 27 | FITB | Fifth Third Bancorp | 股票-金融 | 1.35% | +0.02% | -0.35% | |
| 28 | CSX | Csx CORP | 股票-工業 | 1.23% | -0.02% | -30.94% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 1.20% | -1.17% | EXIT | |
| 30 | TTE | TotalEnergies SE | 股票-其他 | 1.16% | -0.40% | — | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 1.16% | -0.31% | +0.60% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事業 | 1.12% | -0.23% | +2.19% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | -0.11% | +3.76% | |
| 34 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.02% | -0.32% | +0.39% | |
| 35 | EOG | Eog Resources Inc | 股票-能源 | 0.95% | -0.30% | +5.74% | |
| 36 | GD | General Dynamics CORP | 股票-工業 | 0.86% | -0.11% | +0.71% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.77% | -0.07% | -0.04% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.66% | -0.07% | +0.10% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.62% | -0.27% | -0.76% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | -0.11% | +1.61% | |
| 41 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.61% | +0.02% | +1.38% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | -0.06% | — | |
| 43 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.52% | -0.13% | +2.64% | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.44% | -0.06% | +12.55% | |
| 45 | SBCF | Seacoast Banking Corp/fl | 股票-其他 | 0.42% | -0.37% | EXIT | |
| 46 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.39% | -0.07% | -33.08% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.37% | +0.30% | -5.34% | |
| 48 | KLAC | Kla CORP | 股票-科技 | 0.33% | +0.23% | +13.29% | |
| 49 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.32% | — | +14.28% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.31% | -0.04% | -1.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +2.3% | +0.74% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | +3.94% | 加碼 |
| 3 | RTX | Rtx CORP | +0.6% | +0.40% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.04% | 加碼 |
| 5 | CSCO | Cisco Systems Inc | +0.5% | -0.10% | 減碼 |
| 6 | CMI | Cummins Inc | +0.5% | +0.04% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.5% | +0.40% | 加碼 |
| 8 | CAT | Caterpillar Inc | +0.5% | -0.09% | 減碼 |
| 9 | BTI | British American Tob-sp Adr | +0.4% | +8.53% | 加碼 |
| 10 | PM | Philip Morris International | +0.4% | +6.02% | 加碼 |
| 11 | DOW | Dow Inc | +0.4% | +3.77% | 加碼 |
| 12 | LMT | Lockheed Martin CORP | +0.2% | +0.60% | 加碼 |
| 13 | UBS | UBS Group AG | +0.2% | +0.27% | 加碼 |
| 14 | MRK | Merck & Co. Inc. | +0.2% | +0.10% | 加碼 |
| 15 | CB | Chubb Limited | +0.1% | +0.55% | 加碼 |
| 16 | FITB | Fifth Third Bancorp | +0.1% | -0.35% | 減碼 |
| 17 | CVX | Chevron CORP | +0.1% | +0.21% | 加碼 |
| 18 | AMAT | Applied Materials Inc | +0.1% | -5.34% | 減碼 |
| 19 | SAN | Banco Santander Sa-spon Adr | +0.1% | +1.38% | 加碼 |
| 20 | KLAC | Kla CORP | +0.1% | +13.29% | 加碼 |
| 21 | DHR | Danaher CORP | +0.1% | +12.55% | 加碼 |
| 22 | FDX | Fedex CORP | +0.1% | -10.49% | 減碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -1.33% | 減碼 |
| 24 | CGXU | Cap Group Intl Focus | 0% | +14.28% | 加碼 |
| 25 | PRU | Prudential Financial Inc | 0% | +0.11% | 加碼 |
| 26 | HON | Honeywell International Inc | 0% | -1.25% | 減碼 |
| 27 | BAC | Bank Of America CORP | 0% | +0.10% | 加碼 |
| 28 | AAPL | Apple Inc | — | -0.01% | 減碼 |
| 29 | CGDV | Cap Group Dividend Value | 0% | -1.91% | 減碼 |
| 30 | EXE | Expand Energy CORP | 0% | +3.23% | 加碼 |
| 31 | ABT | Abbott Laboratories | -0.1% | -0.81% | 減碼 |
| 32 | DIS | Walt Disney Co/the | -0.1% | -5.12% | 減碼 |
| 33 | ORI | Old Republic Intl CORP | -0.1% | +10.60% | 加碼 |
| 34 | NVDA | Nvidia CORP | -0.2% | +1.09% | 加碼 |
| 35 | 6D8 | Dupont De Nemours Inc | -0.2% | -0.15% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.2% | +1.61% | 加碼 |
| 37 | ED | Consolidated Edison Inc | -0.2% | -33.08% | 減碼 |
| 38 | AVGO | Broadcom Inc | -0.4% | -0.67% | 減碼 |
| 39 | CSX | Csx CORP | -0.5% | -30.94% | 減碼 |
| 40 | BX | Blackstone Inc | -0.5% | -0.12% | 減碼 |
| 41 | QCOM | Qualcomm Inc | -0.6% | +0.36% | 加碼 |
| 42 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清倉 |
| 43 | TTE | TotalEnergies SE | — | NEW | 新建倉 |
| 44 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清倉 |
| 45 | BG | Bunge Global SA | — | EXIT | 清倉 |
| 46 | BNS | Bank Of Nova Scotia | — | EXIT | 清倉 |
| 47 | ALB | Albemarle CORP | — | NEW | 新建倉 |
| 48 | Q | Qnity Electronics Inc | — | NEW | 新建倉 |
| 49 | ETN | Eaton Corporation plc | — | EXIT | 清倉 |
| 50 | IBB | Ishares Biotechnology ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Orca Wealth Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 68 個公開持股部位。
在 Q4 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 (4.8%)、RTX (4.8%)。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
TTE
市值: US$162.4萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$529.2萬
在 Q4 2025 季度中，Orca Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 25 個部位、減碼 16 個部位以及清倉 5 個部位。 其中最大新建倉標的為 TTE。 本季清倉部位包含 AZNN。
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。