Orca Investment Management, LLC
LAKE OSWEGO OR · SEC CIK 0001511229
$1.38亿2026Q2 申报市值
60持仓数
53.2%前十大占比 · 第一大 8.4%
4 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OMC 新建仓+$202.30万
XLB 加仓+$200.13万
XLE 新建仓+$200.02万
AGG 新建仓+$25.92万
VV 新建仓+$20.56万
2026Q2 卖出最多 按季末市值估算
COHR 减仓-$218.73万
SPTM 清仓-$218.40万
TSM 减仓-$213.71万
GOOG 减仓-$78.26万
MSFT 减仓-$52.97万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SER TR STATE STREET SPDR | $0 | 0.00% | 0 | -27,624 | -100.0% | -$218.40万 | 清仓 |
| VV | VANGUARD LARGE-CAP INDEX FUND | $20.56万 | 0.15% | 598 | 598 | — | $20.56万 | 新建仓 |
| KMB | KIMBERLY CLARK CORP | $24.53万 | 0.18% | 2,235 | -33 | -1.5% | -$3,622 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BO | $25.92万 | 0.19% | 2,619 | 2,619 | — | $25.92万 | 新建仓 |
| CVX | CHEVRON CORP NEW | $28.62万 | 0.21% | 1,726 | 74 | 4.5% | $1.23万 | 加仓 |
| PPG | PPG INDS INC | $29.93万 | 0.22% | 2,468 | -37 | -1.5% | -$4,488 | 减仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARK | $32.98万 | 0.24% | 1,195 | -48 | -3.9% | -$1.32万 | 减仓 |
| GPC | GENUINE PARTS CO | $33.18万 | 0.24% | 2,812 | -42 | -1.5% | -$4,955 | 减仓 |
| UTG | REAVES UTILITY INCOME | $36.90万 | 0.27% | 9,063 | -437 | -4.6% | -$1.78万 | 减仓 |
| — | EXXONMOBIL HLDGS CORP | $39.53万 | 0.29% | 2,891 | -44 | -1.5% | -$6,016 | 减仓 |
| DIS | DISNEY WALT CO | $42.06万 | 0.31% | 4,370 | -66 | -1.5% | -$6,353 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $42.16万 | 0.31% | 4,569 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $45.77万 | 0.33% | 3,121 | -41 | -1.3% | -$6,012 | 减仓 |
| ORCL | ORACLE CORP | $46.15万 | 0.33% | 3,149 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $47.80万 | 0.35% | 3,415 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $49.91万 | 0.36% | 3,686 | -53 | -1.4% | -$7,176 | 减仓 |
| PFE | PFIZER INC | $57.02万 | 0.41% | 23,679 | -589 | -2.4% | -$1.42万 | 减仓 |
| EMR | EMERSON ELEC CO | $57.70万 | 0.42% | 4,031 | -59 | -1.4% | -$8,446 | 减仓 |
| MO | ALTRIA GROUP INC | $62.87万 | 0.46% | 8,738 | -86 | -1.0% | -$6,188 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $66.76万 | 0.48% | 2,981 | -44 | -1.5% | -$9,854 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $67.25万 | 0.49% | 1,344 | 44 | 3.4% | $2.20万 | 加仓 |
| SBUX | STARBUCKS CORP | $68.80万 | 0.50% | 6,733 | -100 | -1.5% | -$1.02万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $79.15万 | 0.57% | 18,693 | -540 | -2.8% | -$2.29万 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY | $96.76万 | 0.70% | 12,918 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HLDG CO | $97.70万 | 0.71% | 428,500 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $98.71万 | 0.72% | 4,722 | 2 | 0.0% | $418 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $99.62万 | 0.72% | 985 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $105.97万 | 0.77% | 33,148 | -338 | -1.0% | -$1.08万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONS | $110.99万 | 0.81% | 2,324 | -4,475 | -65.8% | -$213.71万 | 减仓 |
| ABBV | ABBVIE INC | $114.57万 | 0.83% | 4,553 | -66 | -1.4% | -$1.66万 | 减仓 |
| BROS | DUTCH BROS INC CLASS A | $121.11万 | 0.88% | 16,866 | -255 | -1.5% | -$1.83万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $135.08万 | 0.98% | 36,637 | -372 | -1.0% | -$1.37万 | 减仓 |
| SNA | SNAP ON INC | $151.02万 | 1.10% | 3,753 | -58 | -1.5% | -$2.33万 | 减仓 |
| HD | HOME DEPOT INC | $158.32万 | 1.15% | 4,489 | -43 | -0.9% | -$1.52万 | 减仓 |
| UPS | UNITED PARCEL SVC INC CLASS CL | $168.93万 | 1.23% | 15,714 | -167 | -1.1% | -$1.80万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR STATE ST | $178.54万 | 1.30% | 9,639 | 186 | 2.0% | $3.45万 | 加仓 |
| COHR | COHERENT CORP COM | $197.59万 | 1.43% | 5,009 | -5,545 | -52.5% | -$218.73万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SEC | $200.02万 | 1.45% | 37,661 | 37,661 | — | $200.02万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $202.30万 | 1.47% | 27,777 | 27,777 | — | $202.30万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $209.86万 | 1.52% | 6,985 | -83 | -1.2% | -$2.49万 | 减仓 |
| LLY | ELI LILLY AND CO | $216.74万 | 1.57% | 1,807 | -12 | -0.7% | -$1.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $220.75万 | 1.60% | 6,744 | -64 | -0.9% | -$2.09万 | 减仓 |
| MRK | MERCK & CO. INC. | $247.45万 | 1.80% | 19,257 | 1,061 | 5.8% | $13.63万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $260.53万 | 1.89% | 24,139 | -514 | -2.1% | -$5.55万 | 减仓 |
| BHP | BHP GROUP LTD SPONSORED ADR IS | $263.68万 | 1.91% | 31,650 | -40 | -0.1% | -$3,332 | 减仓 |
| ADM | ARCHER-DANIELS MIDLAND CO COM | $272.81万 | 1.98% | 35,708 | -335 | -0.9% | -$2.56万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET IN | $283.38万 | 2.06% | 7,658 | -104 | -1.3% | -$3.85万 | 减仓 |
| SPMO | INVESCO EXCHANGE-TRADED FD TR | $283.50万 | 2.06% | 17,550 | 611 | 3.6% | $9.87万 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT | $304.61万 | 2.21% | 59,928 | 39,372 | 191.5% | $200.13万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT | $305.63万 | 2.22% | 57,010 | -736 | -1.3% | -$3.95万 | 减仓 |
| AMZN | AMAZON.COM INC | $340.78万 | 2.47% | 14,298 | 118 | 0.8% | $2.81万 | 加仓 |
| CVS | CVS HEALTH CORP | $360.38万 | 2.62% | 34,836 | -187 | -0.5% | -$1.93万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $432.74万 | 3.14% | 17,039 | -136 | -0.8% | -$3.45万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $572.44万 | 4.15% | 16,018 | -203 | -1.3% | -$7.25万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $666.43万 | 4.84% | 28,053 | -366 | -1.3% | -$8.69万 | 减仓 |
| INTC | INTEL CORP | $697.27万 | 5.06% | 49,937 | -1,032 | -2.0% | -$14.41万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $704.73万 | 5.12% | 9,437 | -134 | -1.4% | -$10.01万 | 减仓 |
| AVGO | BROADCOM INC | $760.49万 | 5.52% | 20,132 | -305 | -1.5% | -$11.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $929.57万 | 6.75% | 24,920 | -1,420 | -5.4% | -$52.97万 | 减仓 |
| AAPL | APPLE INC | $1,039.47万 | 7.54% | 35,923 | -483 | -1.3% | -$13.98万 | 减仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $1,161.57万 | 8.43% | 32,875 | -2,215 | -6.3% | -$78.26万 | 减仓 |