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
199 檔
6.5%
在 Q4 2025 的 13F 官方备案中，Dean Investment Associates, LLC 管理的美股投资组合规模来到 US$7.6亿，整体持股档数为 199 档。
在 Q4 2025，Dean Investment Associates, LLC 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 10 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，Dean Investment Associates, LLC 的前 5 大核心持股（包含 IUSV, XEL, OMC 等）合计占整体申报市值的 6.5%，反映机构在主要关键仓位上的权重分布。
| # | 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 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.84% | — | +533.19% | |
| 2 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.36% | -0.12% | -1.86% | |
| 3 | OMC | Omnicom Group | 股票-通信服务 | 1.29% | +0.08% | -0.94% | |
| 4 | ✓ | 股票-其他 | 1.28% | — | -0.47% | ||
| 5 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.25% | +0.12% | +1.44% | |
| 6 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.22% | -0.29% | -4.87% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.02% | -4.15% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | -0.51% | -25.88% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.60% | -7.18% | |
| 10 | AMGN | Amgen Inc | 股票-医疗保健 | 1.16% | -0.11% | +20.34% | |
| 11 | DG | Dollar General CORP | 股票-非周期性消费 | 1.05% | -0.08% | +1.41% | |
| 12 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.03% | +0.09% | -3.67% | |
| 13 | PNC | Pnc Financial Services Group | 股票-金融 | 1.01% | +0.05% | -3.87% | |
| 14 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.99% | +0.23% | +2.24% | |
| 15 | LFUS | Littelfuse Inc | 股票-科技 | 0.97% | -0.27% | -35.67% | |
| 16 | MO | Altria Group Inc | 股票-非周期性消费 | 0.92% | -0.10% | -28.48% | |
| 17 | ✓ | 股票-其他 | 0.87% | — | -3.79% | ||
| 18 | LHX | L3harris Technologies Inc | 股票-工业 | 0.87% | -0.18% | -6.55% | |
| 19 | HP | Helmerich & Payne | 股票-能源 | 0.87% | -0.74% | +30.31% | |
| 20 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.85% | +0.02% | +3.78% | |
| 21 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.85% | -0.26% | -5.21% | |
| 22 | EOG | Eog Resources Inc | 股票-能源 | 0.84% | -0.26% | -12.02% | |
| 23 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 0.84% | -0.55% | -11.53% | |
| 24 | SHOO | Steven Madden LTD | 股票-其他 | 0.84% | +0.15% | +19.55% | |
| 25 | VIAV | Viavi Solutions Inc | 股票-科技 | 0.83% | -0.78% | +33.82% | |
| 26 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.83% | -0.28% | -4.01% | |
| 27 | AEIS | Advanced Energy Industries | 股票-工业 | 0.83% | -0.51% | EXIT | |
| 28 | PFG | Principal Financial Group | 股票-金融 | 0.82% | +0.04% | -4.11% | |
| 29 | POR | Portland General Electric Co | 股票-公用事业 | 0.80% | +0.15% | — | |
| 30 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.78% | +0.06% | -4.21% | |
| 31 | ESS | Essex Property Trust Inc | 股票-房地产 | 0.77% | +0.03% | -4.35% | |
| 32 | BWA | Borgwarner Inc | 股票-周期性消费 | 0.77% | -0.04% | +2.24% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 0.76% | -0.05% | -3.91% | |
| 34 | REYN | Reynolds Consumer Products I | 股票-其他 | 0.75% | — | +79.74% | |
| 35 | ITW | Illinois Tool Works | 股票-工业 | 0.75% | -0.08% | -7.19% | |
| 36 | KNX | Knight-swift Transportation | 股票-工业 | 0.75% | +0.19% | -3.83% | |
| 37 | AIZ | Assurant Inc | 股票-金融 | 0.75% | +0.12% | +1.86% | |
| 38 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.74% | -0.12% | -4.32% | |
| 39 | EHC | Encompass Health CORP | 股票-医疗保健 | 0.74% | +0.12% | +1.25% | |
| 40 | CPK | Chesapeake Utilities CORP | 股票-其他 | 0.73% | +0.21% | — | |
| 41 | YETI | Yeti Holdings Inc | 股票-周期性消费 | 0.72% | +0.22% | -12.08% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | -0.04% | -5.31% | |
| 43 | LKQ | Lkq CORP | 股票-周期性消费 | 0.72% | -0.30% | -11.68% | |
| 44 | KEYS | Keysight Technologies In | 股票-科技 | 0.72% | -0.28% | +340.44% | |
| 45 | AEE | Ameren Corporation | 股票-公用事业 | 0.72% | +0.08% | +2.63% | |
| 46 | JBSS | John B. Sanfilippo & Son Inc | 股票-其他 | 0.70% | +0.02% | +61.62% | |
| 47 | BLK | Blackrock Inc | 股票-金融 | 0.70% | -0.01% | -2.60% | |
| 48 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.70% | -0.08% | +2.70% | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.70% | -0.03% | -13.09% | |
| 50 | HCSG | Healthcare Services Group | 股票-其他 | 0.69% | -0.05% | +29.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IUSV | Ishares Core S&p U.s. Value | +1.6% | +533.19% | 加仓 |
| 2 | KEYS | Keysight Technologies In | +0.6% | +340.44% | 加仓 |
| 3 | EIG | Employers Holdings Inc | +0.5% | +376.62% | 加仓 |
| 4 | SAFT | Safety Insurance Group Inc | +0.5% | +531.86% | 加仓 |
| 5 | VIAV | Viavi Solutions Inc | +0.4% | +33.82% | 加仓 |
| 6 | HP | Helmerich & Payne | +0.4% | +30.31% | 加仓 |
| 7 | AMGN | Amgen Inc | +0.4% | +20.34% | 加仓 |
| 8 | JBSS | John B. Sanfilippo & Son Inc | +0.3% | +61.62% | 加仓 |
| 9 | REYN | Reynolds Consumer Products I | +0.3% | +79.74% | 加仓 |
| 10 | SHOO | Steven Madden LTD | +0.3% | +19.55% | 加仓 |
| 11 | KMT | Kennametal Inc | +0.3% | +70.23% | 加仓 |
| 12 | DG | Dollar General CORP | +0.3% | +1.41% | 加仓 |
| 13 | JAZZ | Jazz Pharmaceuticals plc | +0.3% | +2.24% | 加仓 |
| 14 | CAC | Camden National CORP | +0.2% | +150.52% | 加仓 |
| 15 | HCSG | Healthcare Services Group | +0.2% | +29.25% | 加仓 |
| 16 | INVX | Innovex International Inc | +0.2% | +24.71% | 加仓 |
| 17 | LEG | Leggett & Platt Inc | +0.2% | +181.45% | 加仓 |
| 18 | ✓ | +0.2% | +33.37% | 加仓 | |
| 19 | KNX | Knight-swift Transportation | +0.2% | -3.83% | 减仓 |
| 20 | STBA | S & T Bancorp Inc | +0.2% | +58.20% | 加仓 |
| 21 | HTLD | Heartland Express Inc | +0.2% | +111.04% | 加仓 |
| 22 | AIR | Aar CORP | +0.1% | +62.55% | 加仓 |
| 23 | CUZ | Cousins Properties Inc | +0.1% | +148.34% | 加仓 |
| 24 | WGO | Winnebago Industries | +0.1% | +37.69% | 加仓 |
| 25 | MKSI | Mks Inc | +0.1% | +2.65% | 加仓 |
| 26 | BRC | Brady Corporation - Cl A | +0.1% | +27.87% | 加仓 |
| 27 | PAYX | Paychex Inc | +0.1% | +37.05% | 加仓 |
| 28 | WCC | Wesco International Inc | +0.1% | +1.92% | 加仓 |
| 29 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.44% | 加仓 |
| 30 | WERN | Werner Enterprises Inc | +0.1% | +30.70% | 加仓 |
| 31 | DOV | Dover CORP | +0.1% | +2.53% | 加仓 |
| 32 | YETI | Yeti Holdings Inc | +0.1% | -12.08% | 减仓 |
| 33 | WHD | Cactus Inc - A | +0.1% | +14.58% | 加仓 |
| 34 | ✓ | +0.1% | +7.08% | 加仓 | |
| 35 | AIZ | Assurant Inc | +0.1% | +1.86% | 加仓 |
| 36 | MRK | Merck & Co. Inc. | +0.1% | -4.46% | 减仓 |
| 37 | AVY | Avery Dennison CORP | +0.1% | +2.62% | 加仓 |
| 38 | ✓ | +0.1% | +23.51% | 加仓 | |
| 39 | PB | Prosperity Bancshares Inc | +0.1% | +3.78% | 加仓 |
| 40 | SRCE | 1st Source CORP | +0.1% | +16.55% | 加仓 |
| 41 | CTRA | Coterra Energy Inc | +0.1% | +2.24% | 加仓 |
| 42 | BELFB | Bel Fuse Inc-cl B | +0.1% | -11.53% | 减仓 |
| 43 | ATKR | Atkore Inc | +0.1% | +26.56% | 加仓 |
| 44 | BNL | Broadstone Net Lease Inc | +0.1% | +13.26% | 加仓 |
| 45 | RGA | Reinsurance Group Of America | +0.1% | +2.61% | 加仓 |
| 46 | FULT | Fulton Financial CORP | +0.1% | +15.45% | 加仓 |
| 47 | HAS | Hasbro Inc | +0.1% | +2.24% | 加仓 |
| 48 | ✓ | +0.1% | -2.41% | 减仓 | |
| 49 | PR | Permian Resources Corp-cl A | +0.1% | +0.35% | 加仓 |
| 50 | SCL | Stepan Co | +0.1% | +20.25% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Dean Investment Associates, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$7.6亿，共申报了 199 个公开持股仓位。
在 Q4 2025 季度，Dean Investment Associates, LLC 按市值排列的前三大核心持股分别为：IUSV (1.8%)、XEL (1.4%)、OMC (1.3%)。其中最大持股仓位 IUSV 占据整体投资组合约 1.8% 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
POR
市值: US$558.9万
本季最大获利了结 / 清仓标的
VC
前期市值: US$515.8万
在 Q4 2025 季度中，Dean Investment Associates, LLC 共进行了 198 项持仓异动，包含新建仓 7 个仓位、加仓 77 个仓位、减仓 104 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 POR。 本季清仓仓位包含 VC。
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。