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: 0000846797
申报总市值
US$7.6亿
US$7.6亿
208 檔
6.1%
截至 Q1 2024 季度末，Dean Investment Associates, LLC 的美股持仓估值约为 US$7.6亿，全数申报仓位共有 208 档。
在 Q1 2024 期间，Dean Investment Associates, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Dean Investment Associates, LLC 的前 5 大核心持股（包含 CVX, WEC, JPM 等）合计占整体申报市值的 6.1%，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 208 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 | CVX | Chevron CORP | 股票-能源 | 1.32% | -0.60% | -1.29% | |
| 2 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.31% | +0.09% | +32.80% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.02% | -7.53% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | -0.51% | -1.01% | |
| 5 | ✓ | 股票-其他 | 1.23% | — | +5.66% | ||
| 6 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.21% | -0.26% | +34.32% | |
| 7 | MO | Altria Group Inc | 股票-非周期性消费 | 1.18% | -0.10% | +32.10% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.18% | -0.03% | +4.76% | |
| 9 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.17% | -0.05% | +7.42% | |
| 10 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.16% | — | +36.29% | |
| 11 | TXN | Texas Instruments Inc | 股票-科技 | 1.15% | +0.20% | +30.59% | |
| 12 | ✓ | 股票-其他 | 1.14% | — | +1.08% | ||
| 13 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.05% | -0.28% | +45.68% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.01% | -0.04% | -2.94% | |
| 15 | SR | Spire Inc | 股票-公用事业 | 1.00% | — | +8.64% | |
| 16 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.99% | -0.12% | +0.59% | |
| 17 | ✓ | 股票-其他 | 0.99% | — | -9.09% | ||
| 18 | EOG | Eog Resources Inc | 股票-能源 | 0.99% | -0.26% | +70.29% | |
| 19 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.98% | +0.06% | +16.40% | |
| 20 | PNC | Pnc Financial Services Group | 股票-金融 | 0.97% | +0.05% | +5.54% | |
| 21 | FAST | Fastenal Co | 股票-工业 | 0.95% | -0.04% | -1.25% | |
| 22 | BLKCHF | Blackrock Inc | 股票-其他 | 0.95% | — | -9.08% | |
| 23 | PBH | Prestige Consumer Healthcare | 股票-医疗保健 | 0.92% | -0.81% | EXIT | |
| 24 | NWE | Northwestern Energy Group In | 股票-公用事业 | 0.91% | — | +7.32% | |
| 25 | AVA | Avista CORP | 股票-公用事业 | 0.88% | — | +23.88% | |
| 26 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.87% | +0.06% | +0.24% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工业 | 0.86% | — | +11.38% | |
| 28 | OMC | Omnicom Group | 股票-通信服务 | 0.86% | +0.08% | -0.55% | |
| 29 | SLGN | Silgan Holdings Inc | 股票-周期性消费 | 0.86% | — | +3.90% | |
| 30 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.84% | -0.12% | -3.62% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.82% | +0.07% | -17.89% | |
| 32 | PRU | Prudential Financial Inc | 股票-金融 | 0.79% | -0.02% | -1.12% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.79% | -0.29% | +10.87% | |
| 34 | WEN | Wendy's Co/the | 股票-周期性消费 | 0.76% | — | +12.27% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | -0.03% | -0.32% | |
| 36 | EIG | Employers Holdings Inc | 股票-其他 | 0.76% | +0.50% | +11.37% | |
| 37 | CALM | Cal-maine Foods Inc | 股票-非周期性消费 | 0.75% | — | +12.11% | |
| 38 | WERN | Werner Enterprises Inc | 股票-其他 | 0.74% | +0.59% | +4.15% | |
| 39 | PFG | Principal Financial Group | 股票-金融 | 0.74% | +0.04% | -1.44% | |
| 40 | PSA | Public Storage | 股票-房地产 | 0.74% | -0.11% | -0.19% | |
| 41 | HTLD | Heartland Express Inc | 股票-其他 | 0.74% | +0.41% | +1.34% | |
| 42 | SEB | Seaboard CORP | 股票-其他 | 0.72% | — | +1.50% | |
| 43 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.71% | -0.12% | +64.42% | |
| 44 | ✓ | 股票-其他 | 0.69% | — | +14.14% | ||
| 45 | ✓ | 股票-其他 | 0.69% | — | +22.42% | ||
| 46 | NWN | Northwest Natural Holding Co | 股票-其他 | 0.69% | — | +30.48% | |
| 47 | EHC | Encompass Health CORP | 股票-医疗保健 | 0.68% | +0.12% | -3.99% | |
| 48 | AMGN | Amgen Inc | 股票-医疗保健 | 0.67% | -0.11% | -28.56% | |
| 49 | FHI | Federated Hermes Inc | 股票-金融 | 0.66% | — | +23.93% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.66% | -0.15% | +48.02% |
根据 SEC 官方 Form 13F 申报备案，Dean Investment Associates, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$7.6亿，共申报了 208 个公开持股仓位。
在 Q1 2024 季度，Dean Investment Associates, LLC 按市值排列的前三大核心持股分别为：CVX (1.3%)、WEC (1.3%)、JPM (1.3%)。其中最大持股仓位 CVX 占据整体投资组合约 1.3% 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。
在 Q1 2024 季度中，Dean Investment Associates, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。