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
551 檔
16.9%
截至 Q4 2025 季度末，Dana Investment Advisors, Inc. 的美股持仓估值约为 US$38.4亿，全数申报仓位共有 551 档。
在 Q4 2025，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 104 个仓位并完全清仓 19 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 16.9%，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 551 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 | 4.63% | +0.08% | -1.10% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.32% | -0.31% | -0.78% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.21% | -0.04% | -5.10% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.24% | +0.14% | +11.08% | |
| 5 | DUNK | Dana Unconstrained Eq ETF | ETF-其他 | 2.54% | +0.20% | -0.32% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.28% | +0.02% | +4.84% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.76% | -0.15% | +2.79% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | +0.05% | -7.07% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | +0.02% | +5.62% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | +0.11% | -5.70% | |
| 11 | NOW | Servicenow Inc | 股票-科技 | 1.16% | -0.13% | +507.09% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.09% | -2.42% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.05% | +0.72% | -30.15% | |
| 14 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.02% | -0.02% | -2.37% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 1.00% | -0.17% | +14.02% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.98% | +0.03% | -2.03% | |
| 17 | AXP | American Express Co | 股票-金融 | 0.88% | -0.02% | -6.11% | |
| 18 | ACN | Accenture plc | 股票-科技 | 0.88% | -0.56% | +5.05% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 0.88% | -0.10% | -3.93% | |
| 20 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.86% | -0.13% | -6.15% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 0.86% | +0.16% | +13.34% | |
| 22 | DIVE | Danaconcentrateddividendetf | ETF-其他 | 0.82% | -0.09% | -1.74% | |
| 23 | UBER | Uber Technologies Inc | 股票-工业 | 0.73% | +0.01% | -17.08% | |
| 24 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.72% | -0.03% | -27.57% | |
| 25 | KR | Kroger Co | 股票-非周期性消费 | 0.70% | -0.14% | -5.23% | |
| 26 | FANG | Diamondback Energy Inc | 股票-能源 | 0.70% | -0.25% | -3.42% | |
| 27 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.66% | -0.14% | -3.58% | |
| 28 | SLB | Slb LTD | 股票-能源 | 0.64% | -0.24% | -3.90% | |
| 29 | STE | STERIS plc | 股票-医疗保健 | 0.62% | -0.03% | +88.91% | |
| 30 | PH | Parker Hannifin CORP | 股票-工业 | 0.59% | -0.03% | -1.72% | |
| 31 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.58% | -0.08% | -8.83% | |
| 32 | ALL | Allstate CORP | 股票-金融 | 0.57% | — | -0.96% | |
| 33 | WDAY | Workday Inc-class A | 股票-科技 | 0.56% | -0.01% | EXIT | |
| 34 | SNOW | Snowflake Inc | 股票-科技 | 0.55% | +0.32% | +17.20% | |
| 35 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.55% | -0.17% | -9.87% | |
| 36 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.55% | -0.11% | -0.62% | |
| 37 | MCK | Mckesson CORP | 股票-医疗保健 | 0.53% | -0.12% | -3.73% | |
| 38 | AMT | American Tower CORP | 股票-房地产 | 0.53% | -0.12% | +727.39% | |
| 39 | SYY | Sysco CORP | 股票-非周期性消费 | 0.53% | +0.02% | -1.61% | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.51% | -0.14% | -0.49% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.32% | -1.35% | |
| 42 | TPR | Tapestry Inc | 股票-周期性消费 | 0.50% | -0.09% | -10.85% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | -0.03% | -1.43% | |
| 44 | DASH | Doordash Inc - A | 股票-周期性消费 | 0.47% | +0.06% | +73.28% | |
| 45 | DY | Dycom Industries Inc | 股票-工业 | 0.43% | +0.05% | -11.40% | |
| 46 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.43% | -0.05% | -3.24% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.42% | +0.03% | -3.78% | |
| 48 | PPL | Ppl CORP | 股票-公用事业 | 0.41% | -0.08% | -2.54% | |
| 49 | DAL | Delta Air Lines Inc | 股票-工业 | 0.41% | -0.34% | -5.50% | |
| 50 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.41% | -0.14% | +12.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | +11.08% | 加仓 |
| 2 | AMT | American Tower CORP | +0.5% | +727.39% | 加仓 |
| 3 | LIN | Linde plc | +0.3% | +1535.16% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.3% | -5.70% | 减仓 |
| 5 | STE | STERIS plc | +0.3% | +88.91% | 加仓 |
| 6 | AAPL | Apple Inc | +0.2% | -1.10% | 减仓 |
| 7 | CI | THE Cigna Group | +0.2% | +358.88% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +4.84% | 加仓 |
| 9 | ADI | Analog Devices Inc | +0.2% | +13.34% | 加仓 |
| 10 | DASH | Doordash Inc - A | +0.1% | +73.28% | 加仓 |
| 11 | IQV | Iqvia Holdings Inc | +0.1% | -2.37% | 减仓 |
| 12 | MA | Mastercard Inc - A | +0.1% | +98.85% | 加仓 |
| 13 | SCHW | Schwab (charles) CORP | +0.1% | +190.60% | 加仓 |
| 14 | ADBE | Adobe Inc | +0.1% | +14.02% | 加仓 |
| 15 | ACN | Accenture plc | +0.1% | +5.05% | 加仓 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +5.62% | 加仓 |
| 17 | AEIS | Advanced Energy Industries | +0.1% | +11.67% | 加仓 |
| 18 | REGN | Regeneron Pharmaceuticals | +0.1% | +58.01% | 加仓 |
| 19 | SEM | Select Medical Holdings CORP | +0.1% | +29.34% | 加仓 |
| 20 | CSX | Csx CORP | +0.1% | +1393.80% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -3.78% | 减仓 |
| 22 | LITE | Lumentum Holdings Inc | +0.1% | -43.28% | 减仓 |
| 23 | PH | Parker Hannifin CORP | +0.1% | -1.72% | 减仓 |
| 24 | PUMP | Propetro Holding CORP | +0.1% | -20.36% | 减仓 |
| 25 | SNOW | Snowflake Inc | +0.1% | +17.20% | 加仓 |
| 26 | KMT | Kennametal Inc | +0.1% | -0.13% | 减仓 |
| 27 | DG | Dollar General CORP | +0.1% | +36.01% | 加仓 |
| 28 | GO | Grocery Outlet Holding CORP | +0.1% | +115.73% | 加仓 |
| 29 | NEE | Nextera Energy Inc | +0.1% | +44.95% | 加仓 |
| 30 | AXSM | Axsome Therapeutics Inc | +0.1% | -1.23% | 减仓 |
| 31 | WFC | Wells Fargo & Co | +0.1% | -3.93% | 减仓 |
| 32 | DAL | Delta Air Lines Inc | +0.1% | -5.50% | 减仓 |
| 33 | GDOT | Green Dot Corp-class A | +0.1% | +32.84% | 加仓 |
| 34 | ECPG | Encore Capital Group Inc | +0.1% | -0.12% | 减仓 |
| 35 | ENS | Enersys | +0.1% | -0.14% | 减仓 |
| 36 | SNCY | Sun Country Airlines Holding | +0.1% | -0.13% | 减仓 |
| 37 | CSCO | Cisco Systems Inc | +0.1% | -1.35% | 减仓 |
| 38 | COF | Capital One Financial CORP | 0% | +0.67% | 加仓 |
| 39 | SLB | Slb LTD | 0% | -3.90% | 减仓 |
| 40 | FIVN | Five9 Inc | 0% | +74.54% | 加仓 |
| 41 | WDC | Western Digital CORP | 0% | -7.29% | 减仓 |
| 42 | BSX | Boston Scientific CORP | 0% | +12.84% | 加仓 |
| 43 | AXP | American Express Co | 0% | -6.11% | 减仓 |
| 44 | SKYW | Skywest Inc | 0% | +176.69% | 加仓 |
| 45 | OEF | Ishares S&p 100 ETF | 0% | +22.12% | 加仓 |
| 46 | NPO | Enpro Inc | 0% | +127.96% | 加仓 |
| 47 | CRK | Comstock Resources Inc | 0% | -0.13% | 减仓 |
| 48 | QSR | Restaurant Brands Intern | 0% | -0.62% | 减仓 |
| 49 | MRK | Merck & Co. Inc. | 0% | -0.21% | 减仓 |
| 50 | BANC | Banc Of California Inc | 0% | -0.13% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Dana Investment Advisors, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$38.4亿，共申报了 551 个公开持股仓位。
在 Q4 2025 季度，Dana Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：AAPL (4.6%)、MSFT (4.3%)、NVDA (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.6% 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
PRGS
市值: US$601.1万
本季最大获利了结 / 清仓标的
ALGN
前期市值: US$999.1万
在 Q4 2025 季度中，Dana Investment Advisors, Inc. 共进行了 200 项持仓异动，包含新建仓 19 个仓位、加仓 58 个仓位、减仓 104 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 PRGS。 本季清仓仓位包含 ALGN。
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。