Orca Investment Management, LLC
LAKE OSWEGO OR · SEC CIK 0001511229
$1.18亿2026Q1 申报市值
57持仓数
53.0%前十大占比 · 第一大 8.6%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BHP 新建仓+$230.51万
SPTM 加仓+$6.87万
INTC 加仓+$1.20万
2026Q1 卖出最多 按季末市值估算
COHR 减仓-$258.17万
WTAI 清仓-$182.99万
MSFT 减仓-$44.61万
GOOG 减仓-$36.72万
AAPL 减仓-$22.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CLASS CLASS C | $1,006.59万 | 8.56% | 35,090 | -1,280 | -3.5% | -$36.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $975.03万 | 8.29% | 26,340 | -1,205 | -4.4% | -$44.61万 | 减仓 |
| AAPL | APPLE INC | $923.95万 | 7.86% | 36,406 | -874 | -2.3% | -$22.18万 | 减仓 |
| AVGO | BROADCOM INC | $632.55万 | 5.38% | 20,437 | -192 | -0.9% | -$5.94万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $622.44万 | 5.29% | 9,571 | -36 | -0.4% | -$2.34万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $600.52万 | 5.11% | 28,419 | -213 | -0.7% | -$4.50万 | 减仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $466.45万 | 3.97% | 16,221 | -484 | -2.9% | -$13.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $419.83万 | 3.57% | 17,175 | -427 | -2.4% | -$10.44万 | 减仓 |
| AMZN | AMAZON.COM INC | $295.33万 | 2.51% | 14,180 | -231 | -1.6% | -$4.81万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT | $285.09万 | 2.42% | 57,746 | -405 | -0.7% | -$2.00万 | 减仓 |
| ADM | ARCHER-DANIELS MIDLAND CO COM | $262.00万 | 2.23% | 36,043 | -109 | -0.3% | -$7,923 | 减仓 |
| CVS | CVS HEALTH CORP | $251.54万 | 2.14% | 35,023 | -114 | -0.3% | -$8,187 | 减仓 |
| COHR | COHERENT CORP COM | $251.41万 | 2.14% | 10,554 | -10,838 | -50.7% | -$258.17万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET IN | $249.01万 | 2.12% | 7,762 | -162 | -2.0% | -$5.20万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $240.84万 | 2.05% | 24,653 | -155 | -0.6% | -$1.51万 | 减仓 |
| BHP | BHP GROUP LTD SPONSORED ADR IS | $230.51万 | 1.96% | 31,690 | 31,690 | — | $230.51万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONS | $229.77万 | 1.95% | 6,799 | -90 | -1.3% | -$3.04万 | 减仓 |
| INTC | INTEL CORP | $224.93万 | 1.91% | 50,969 | 272 | 0.5% | $1.20万 | 加仓 |
| MRK | MERCK & CO. INC. | $218.88万 | 1.86% | 18,196 | -247 | -1.3% | -$2.97万 | 减仓 |
| SPTM | SPDR SER TR STATE STREET SPDR | $218.40万 | 1.86% | 27,624 | 869 | 3.2% | $6.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $200.26万 | 1.70% | 6,808 | -303 | -4.3% | -$8.91万 | 减仓 |
| SPMO | INVESCO EXCHANGE-TRADED FD TR | $189.90万 | 1.61% | 16,939 | -890 | -5.0% | -$9.98万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $175.29万 | 1.49% | 7,068 | -2 | -0.0% | -$496 | 减仓 |
| LLY | ELI LILLY AND CO | $167.31万 | 1.42% | 1,819 | -68 | -3.6% | -$6.25万 | 减仓 |
| UPS | UNITED PARCEL SVC INC CLASS CL | $156.24万 | 1.33% | 15,881 | -1,102 | -6.5% | -$10.84万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR STATE ST | $152.88万 | 1.30% | 9,453 | -39 | -0.4% | -$6,307 | 减仓 |
| HD | HOME DEPOT INC | $149.05万 | 1.27% | 4,532 | -154 | -3.3% | -$5.06万 | 减仓 |
| SNA | SNAP ON INC | $138.42万 | 1.18% | 3,811 | -83 | -2.1% | -$3.01万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $114.58万 | 0.97% | 37,009 | -555 | -1.5% | -$1.72万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $112.28万 | 0.95% | 33,486 | -947 | -2.8% | -$3.18万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT | $102.72万 | 0.87% | 20,556 | -31 | -0.2% | -$1,549 | 减仓 |
| ABBV | ABBVIE INC | $100.46万 | 0.85% | 4,619 | -232 | -4.8% | -$5.05万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $96.55万 | 0.82% | 19,233 | -405 | -2.1% | -$2.03万 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY | $94.48万 | 0.80% | 12,918 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CLASS A | $86.73万 | 0.74% | 17,121 | -629 | -3.5% | -$3.19万 | 减仓 |
| POWW | OUTDOOR HLDG CO | $86.13万 | 0.73% | 428,500 | -50,000 | -10.4% | -$10.05万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $83.33万 | 0.71% | 985 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $77.68万 | 0.66% | 4,720 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $68.14万 | 0.58% | 24,268 | -867 | -3.4% | -$2.43万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $62.30万 | 0.53% | 1,300 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $61.46万 | 0.52% | 3,025 | -94 | -3.0% | -$1.91万 | 减仓 |
| SBUX | STARBUCKS CORP | $61.22万 | 0.52% | 6,833 | -175 | -2.5% | -$1.57万 | 减仓 |
| MO | ALTRIA GROUP INC | $58.23万 | 0.50% | 8,824 | -344 | -3.8% | -$2.27万 | 减仓 |
| PEP | PEPSICO INC | $58.06万 | 0.49% | 3,739 | -136 | -3.5% | -$2.11万 | 减仓 |
| EMR | EMERSON ELEC CO | $53.59万 | 0.46% | 4,090 | -90 | -2.2% | -$1.18万 | 减仓 |
| — | EXXON MOBIL CORP | $49.80万 | 0.42% | 2,935 | -316 | -9.7% | -$5.36万 | 减仓 |
| ORCL | ORACLE CORP | $46.32万 | 0.39% | 3,149 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $45.67万 | 0.39% | 3,162 | -70 | -2.2% | -$1.01万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $42.94万 | 0.37% | 4,569 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $42.75万 | 0.36% | 4,436 | -3 | -0.1% | -$289 | 减仓 |
| C | CITIGROUP INC | $38.73万 | 0.33% | 3,415 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTILITY INCOME | $37.32万 | 0.32% | 9,500 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $34.19万 | 0.29% | 1,652 | -162 | -8.9% | -$3.35万 | 减仓 |
| GPC | GENUINE PARTS CO | $30.18万 | 0.26% | 2,854 | -64 | -2.2% | -$6,768 | 减仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARK | $29.99万 | 0.26% | 1,243 | -99 | -7.4% | -$2.39万 | 减仓 |
| PPG | PPG INDS INC | $26.77万 | 0.23% | 2,505 | -54 | -2.1% | -$5,772 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $21.88万 | 0.19% | 2,268 | -50 | -2.2% | -$4,824 | 减仓 |
| WTAI | WISDOMTREE TR ARTIFICIAL INTEL | $0 | 0.00% | 0 | -62,796 | -100.0% | -$182.99万 | 清仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $0 | 0.00% | 0 | -1,214 | -100.0% | -$20.72万 | 清仓 |