Orca Wealth Management, LLC
NEW PORT RICHEY FL · SEC CIK 0002043765
$1.41亿2026Q1 申报市值
67持仓数
46.2%前十大占比 · 第一大 10.6%
3 / 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
AZN 新建仓+$683.22万
NUV 加仓+$111.14万
PROSHARES TR II 新建仓+$47.42万
BRK/B 加仓+$37.47万
PM 加仓+$32.57万
2026Q1 卖出最多 按季末市值估算
PRU 清仓-$321.27万
PLTR 清仓-$21.10万
CSX 减仓-$12.32万
AVGO 减仓-$6.56万
AAPL 减仓-$5.58万
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 |
|---|---|---|---|---|---|---|---|---|
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -28,865 | -100.0% | -$321.27万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,350 | -100.0% | -$21.10万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $20.35万 | 0.14% | 717 | -10 | -1.4% | -$2,839 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.06万 | 0.16% | 261 | 1 | 0.4% | $845 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.72万 | 0.17% | 979 | 4 | 0.4% | $969 | 加仓 |
| AMZN | AMAZON COM INC | $24.97万 | 0.18% | 1,199 | 54 | 4.7% | $1.12万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $25.65万 | 0.18% | 9,766 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $26.27万 | 0.19% | 2,559 | -22 | -0.9% | -$2,259 | 减仓 |
| IGSB | ISHARES TR | $28.61万 | 0.20% | 5,444 | 5,444 | — | $28.61万 | 新建仓 |
| MO | ALTRIA GROUP INC | $28.66万 | 0.20% | 4,344 | -16 | -0.4% | -$1,056 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $30.44万 | 0.22% | 1,006 | 1 | 0.1% | $303 | 加仓 |
| — | DUPONT DE NEMOURS INC | $33.44万 | 0.24% | 7,301 | -2 | -0.0% | -$92 | 减仓 |
| FDX | FEDEX CORP | $36.23万 | 0.26% | 1,017 | 2 | 0.2% | $713 | 加仓 |
| DIS | DISNEY WALT CO | $37.32万 | 0.27% | 3,872 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $39.06万 | 0.28% | 2,176 | 2 | 0.1% | $359 | 加仓 |
| Q | QNITY ELECTRONICS INC | $41.76万 | 0.30% | 3,619 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $43.31万 | 0.31% | 4,487 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $45.31万 | 0.32% | 1,854 | 2 | 0.1% | $489 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $45.59万 | 0.32% | 15,459 | 1,370 | 9.7% | $4.04万 | 加仓 |
| — | PROSHARES TR II | $47.42万 | 0.34% | 57,000 | 57,000 | — | $47.42万 | 新建仓 |
| KLAC | KLA CORP | $49.60万 | 0.35% | 337 | -4 | -1.2% | -$5,887 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $52.40万 | 0.37% | 17,301 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $52.95万 | 0.38% | 2,793 | 22 | 0.8% | $4,171 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $55.72万 | 0.40% | 4,442 | 17 | 0.4% | $2,133 | 加仓 |
| AMAT | APPLIED MATLS INC | $55.83万 | 0.40% | 1,633 | 37 | 2.3% | $1.26万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $58.25万 | 0.41% | 5,147 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.51% | 1 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $74.18万 | 0.53% | 65,760 | 188 | 0.3% | $2,121 | 加仓 |
| MSFT | MICROSOFT CORP | $76.44万 | 0.54% | 2,065 | -13 | -0.6% | -$4,812 | 减仓 |
| HD | HOME DEPOT INC | $90.11万 | 0.64% | 2,740 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $94.35万 | 0.67% | 32,545 | 6 | 0.0% | $174 | 加仓 |
| MRK | MERCK & CO INC | $95.58万 | 0.68% | 7,946 | 34 | 0.4% | $4,090 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $117.26万 | 0.83% | 3,416 | 5 | 0.1% | $1,716 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $137.64万 | 0.98% | 153,108 | 123,632 | 419.4% | $111.14万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $153.31万 | 1.09% | 2,537 | 3 | 0.1% | $1,813 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $157.99万 | 1.12% | 31,473 | 80 | 0.3% | $4,016 | 加仓 |
| — | HONEYWELL INTL INC | $164.54万 | 1.17% | 7,279 | 6 | 0.1% | $1,356 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $166.56万 | 1.19% | 35,849 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $167.89万 | 1.19% | 40,898 | -3,001 | -6.8% | -$12.32万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $169.35万 | 1.21% | 12,934 | 8 | 0.1% | $1,047 | 加仓 |
| BAC | BANK AMERICA CORP | $170.18万 | 1.21% | 34,908 | 34 | 0.1% | $1,658 | 加仓 |
| EOG | EOG RES INC | $173.75万 | 1.24% | 12,018 | 19 | 0.2% | $2,747 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $190.91万 | 1.36% | 3,984 | 782 | 24.4% | $37.47万 | 加仓 |
| BX | BLACKSTONE INC | $192.08万 | 1.37% | 16,704 | -93 | -0.6% | -$1.07万 | 减仓 |
| TTE | TOTALENERGIES SE | $203.24万 | 1.45% | 22,339 | -123 | -0.5% | -$1.12万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $220.29万 | 1.57% | 20,066 | 422 | 2.1% | $4.63万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $222.84万 | 1.59% | 52,384 | -659 | -1.2% | -$2.80万 | 减仓 |
| ABBV | ABBVIE INC | $223.98万 | 1.59% | 10,299 | -17 | -0.2% | -$3,697 | 减仓 |
| CAT | CATERPILLAR INC | $232.97万 | 1.66% | 3,288 | -5 | -0.2% | -$3,543 | 减仓 |
| UBS | UBS GROUP AG | $233.64万 | 1.66% | 59,800 | -338 | -0.6% | -$1.32万 | 减仓 |
| CMI | CUMMINS INC | $244.11万 | 1.74% | 4,537 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $253.99万 | 1.81% | 14,563 | 780 | 5.7% | $13.60万 | 加仓 |
| GOOGL | ALPHABET INC | $261.76万 | 1.86% | 9,103 | -10 | -0.1% | -$2,876 | 减仓 |
| DOW | DOW HLDGS INC | $286.10万 | 2.04% | 68,692 | -85 | -0.1% | -$3,540 | 减仓 |
| CVX | CHEVRON CORPORATION | $293.17万 | 2.09% | 14,170 | 46 | 0.3% | $9,517 | 加仓 |
| GOOG | ALPHABET INC | $312.36万 | 2.22% | 10,889 | 132 | 1.2% | $3.79万 | 加仓 |
| CB | CHUBB LTD SWITZ | $380.15万 | 2.71% | 11,664 | -17 | -0.1% | -$5,541 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $390.64万 | 2.78% | 66,810 | 4,598 | 7.4% | $26.88万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $407.53万 | 2.90% | 13,854 | -178 | -1.3% | -$5.24万 | 减仓 |
| QCOM | QUALCOMM INC | $422.72万 | 3.01% | 32,825 | 159 | 0.5% | $2.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $439.67万 | 3.13% | 13,014 | -1 | -0.0% | -$338 | 减仓 |
| AVGO | BROADCOM INC | $502.12万 | 3.57% | 16,223 | -212 | -1.3% | -$6.56万 | 减仓 |
| — | EXXON MOBIL CORP | $507.81万 | 3.61% | 29,931 | -106 | -0.4% | -$1.80万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $517.14万 | 3.68% | 31,277 | 1,970 | 6.7% | $32.57万 | 加仓 |
| CSCO | CISCO SYS INC | $618.99万 | 4.40% | 79,777 | -137 | -0.2% | -$1.06万 | 减仓 |
| RTX | RTX CORPORATION | $635.18万 | 4.52% | 32,928 | -15 | -0.0% | -$2,893 | 减仓 |
| ORI | OLD REP INTL CORP | $677.04万 | 4.82% | 169,684 | 413 | 0.2% | $1.65万 | 加仓 |
| AZN | ASTRAZENECA PLC | $683.22万 | 4.86% | 34,643 | 34,643 | — | $683.22万 | 新建仓 |
| AAPL | APPLE INC | $1,493.33万 | 10.63% | 58,841 | -220 | -0.4% | -$5.58万 | 减仓 |