13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001427514
申报总市值
US$38.4亿
US$38.4亿
531 檔
12.0%
Q3 2024 季度申报显示，Dana Investment Advisors, Inc. 披露的美股组合总市值为 US$38.4亿，涵盖 531 个不同之权益投资仓位。
在 Q3 2024，Dana Investment Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 116 个仓位并完全清仓 12 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Dana Investment Advisors, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 12.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 531 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 4.76% | +0.08% | +5.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.31% | +9.60% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | -0.04% | +4.48% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.00% | +0.14% | -5.76% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.85% | +0.02% | -0.96% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.79% | -0.15% | -7.50% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.40% | +0.05% | +855.07% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | +0.02% | -0.43% | |
| 9 | FISV | Fiserv Inc | 股票-其他 | 1.07% | -0.07% | -2.75% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 0.99% | -0.13% | -9.08% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.96% | +0.03% | -2.02% | |
| 12 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.96% | -0.13% | -7.37% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.09% | +2.07% | |
| 14 | DELL | Dell Technologies -c | 股票-科技 | 0.92% | +0.03% | +2.72% | |
| 15 | AXP | American Express Co | 股票-金融 | 0.92% | -0.02% | -8.03% | |
| 16 | UBER | Uber Technologies Inc | 股票-工业 | 0.91% | +0.01% | +0.13% | |
| 17 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.88% | -0.17% | -10.89% | |
| 18 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.85% | -0.14% | -3.76% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.85% | +0.02% | -5.87% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 0.83% | -0.17% | -3.02% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.16% | -4.29% | |
| 22 | FANG | Diamondback Energy Inc | 股票-能源 | 0.79% | -0.25% | -1.33% | |
| 23 | WDAY | Workday Inc-class A | 股票-科技 | 0.79% | -0.01% | EXIT | |
| 24 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.77% | -0.02% | +12.05% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.75% | +0.07% | -6.08% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.71% | -0.07% | +96.40% | |
| 27 | RGA | Reinsurance Group Of America | 股票-金融 | 0.70% | — | -3.83% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.69% | -0.05% | -3.49% | |
| 29 | SYY | Sysco CORP | 股票-非周期性消费 | 0.67% | +0.02% | -3.76% | |
| 30 | PH | Parker Hannifin CORP | 股票-工业 | 0.67% | -0.03% | -2.81% | |
| 31 | IRM | Iron Mountain Inc | 股票-房地产 | 0.67% | — | -12.79% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.67% | -0.10% | -1.57% | |
| 33 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.67% | -0.35% | -7.90% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.66% | -0.01% | -2.18% | |
| 35 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.66% | +0.01% | -4.63% | |
| 36 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.63% | -0.08% | -3.86% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.63% | +0.11% | +3.53% | |
| 38 | KR | Kroger Co | 股票-非周期性消费 | 0.61% | -0.14% | -1.39% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.60% | +0.01% | +3.10% | |
| 40 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.57% | -0.14% | -1.67% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.52% | -0.01% | -3.71% | |
| 42 | GPI | Group 1 Automotive Inc | 股票-周期性消费 | 0.50% | -0.05% | -13.89% | |
| 43 | CAT | Caterpillar Inc | 股票-工业 | 0.50% | — | -4.84% | |
| 44 | TPR | Tapestry Inc | 股票-周期性消费 | 0.50% | -0.09% | -4.69% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.03% | -5.03% | |
| 46 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 0.47% | — | -7.71% | |
| 47 | MCK | Mckesson CORP | 股票-医疗保健 | 0.46% | -0.12% | -3.12% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.45% | -0.04% | -6.67% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.45% | -0.14% | -0.10% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.03% | +160.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +5.16% | 加仓 |
| 2 | WMT | Walmart Inc | +0.4% | +96.40% | 加仓 |
| 3 | BAC | Bank Of America CORP | +0.3% | +160.93% | 加仓 |
| 4 | ZTS | Zoetis Inc | +0.2% | +53.36% | 加仓 |
| 5 | IQV | Iqvia Holdings Inc | +0.2% | +12.05% | 加仓 |
| 6 | FISV | Fiserv Inc | +0.1% | -2.75% | 减仓 |
| 7 | MSFT | Microsoft CORP | +0.1% | +9.60% | 加仓 |
| 8 | FDVV | Fidelity High Dividend ETF | +0.1% | NEW | 新建仓 |
| 9 | KSS | Kohls CORP | +0.1% | NEW | 新建仓 |
| 10 | YELP | Yelp Inc | +0.1% | NEW | 新建仓 |
| 11 | PHM | Pultegroup Inc | +0.1% | -10.89% | 减仓 |
| 12 | PH | Parker Hannifin CORP | +0.1% | -2.81% | 减仓 |
| 13 | EQT | Eqt CORP | +0.1% | NEW | 新建仓 |
| 14 | ABBV | Abbvie Inc | +0.1% | -2.02% | 减仓 |
| 15 | MD | Pediatrix Medical Group Inc | +0.1% | -10.51% | 减仓 |
| 16 | DASH | Doordash Inc - A | +0.1% | +22.54% | 加仓 |
| 17 | BNY | Bank Of New York Mellon CORP | +0.1% | -7.37% | 减仓 |
| 18 | NEE | Nextera Energy Inc | +0.1% | -3.49% | 减仓 |
| 19 | IRM | Iron Mountain Inc | +0.1% | -12.79% | 减仓 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | +12.70% | 加仓 |
| 21 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +667.39% | 加仓 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +26.54% | 加仓 |
| 23 | RMD | Resmed Inc | +0.1% | +17.20% | 加仓 |
| 24 | PM | Philip Morris International | +0.1% | -0.10% | 减仓 |
| 25 | EXLS | Exlservice Holdings Inc | +0.1% | NEW | 新建仓 |
| 26 | KR | Kroger Co | +0.1% | -1.39% | 减仓 |
| 27 | ORCL | Oracle CORP | +0.1% | -5.03% | 减仓 |
| 28 | BLDR | Builders Firstsource Inc | +0.1% | -1.01% | 减仓 |
| 29 | 2655787D | Blueprint Medicines CORP | +0.1% | +149.54% | 加仓 |
| 30 | SMTC | Semtech CORP | +0.1% | NEW | 新建仓 |
| 31 | META | Meta Platforms Inc-class A | +0.1% | -7.50% | 减仓 |
| 32 | AXP | American Express Co | +0.1% | -8.03% | 减仓 |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | -5.87% | 减仓 |
| 34 | HD | Home Depot Inc | +0.1% | -3.71% | 减仓 |
| 35 | PAHC | Phibro Animal Health Corp-a | +0.1% | -10.53% | 减仓 |
| 36 | FN | Fabrinet | +0.1% | NEW | 新建仓 |
| 37 | CAT | Caterpillar Inc | +0.1% | -4.84% | 减仓 |
| 38 | EPAM | Epam Systems Inc | +0.1% | NEW | 新建仓 |
| 39 | JPM | Jpmorgan Chase & Co | 0% | +2.07% | 加仓 |
| 40 | IBKR | Interactive Brokers Gro-cl A | 0% | -3.86% | 减仓 |
| 41 | GPI | Group 1 Automotive Inc | 0% | -13.89% | 减仓 |
| 42 | TMUS | T-mobile US Inc | 0% | -7.90% | 减仓 |
| 43 | MCD | Mcdonald's CORP | 0% | +0.06% | 加仓 |
| 44 | LITE | Lumentum Holdings Inc | 0% | +10.25% | 加仓 |
| 45 | SM | Sm Energy Co | 0% | NEW | 新建仓 |
| 46 | DBI | Designer Brands Inc-class A | 0% | +44.31% | 加仓 |
| 47 | GLPI | Gaming And Leisure Propertie | 0% | -0.55% | 减仓 |
| 48 | CBRE | Cbre Group Inc - A | 0% | -0.84% | 减仓 |
| 49 | BAND | Bandwidth Inc-class A | 0% | +13.52% | 加仓 |
| 50 | PRA | Proassurance CORP | 0% | -0.31% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Dana Investment Advisors, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$38.4亿，共申报了 531 个公开持股仓位。
在 Q3 2024 季度，Dana Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：AAPL (4.8%)、MSFT (3.7%)、NVDA (2.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
FDVV
市值: US$347.5万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$954.1万
在 Q3 2024 季度中，Dana Investment Advisors, Inc. 共进行了 199 项持仓异动，包含新建仓 20 个仓位、加仓 51 个仓位、减仓 116 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 FDVV。 本季清仓仓位包含 TEL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。