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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000846797
申报总市值
US$7.6亿
US$7.6亿
204 檔
6.7%
根据最新整理的 13F 季度数据集，Dean Investment Associates, LLC 于 Q1 2026 结束时的管理资产规模为 US$7.6亿。该机构在本季度申报了 204 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，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 91 个仓位并完全清仓 20 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 HSY, CVX, XEL 等）合计占整体申报市值的 6.7%，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 204 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 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.68% | -0.28% | +80.12% | |
| 2 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.60% | -7.95% | |
| 3 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.40% | -0.12% | -2.50% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.34% | — | — | |
| 5 | ✓ | 股票-其他 | 1.34% | — | +6.46% | ||
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | -0.51% | -6.15% | |
| 7 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.24% | -0.29% | -4.53% | |
| 8 | EOG | Eog Resources Inc | 股票-能源 | 1.22% | -0.26% | +6.56% | |
| 9 | OMC | Omnicom Group | 股票-通信服务 | 1.18% | +0.08% | +0.07% | |
| 10 | AMGN | Amgen Inc | 股票-医疗保健 | 1.16% | -0.11% | -5.09% | |
| 11 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.16% | +0.12% | -7.60% | |
| 12 | LFUS | Littelfuse Inc | 股票-科技 | 1.16% | -0.27% | -9.70% | |
| 13 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 1.12% | +0.23% | +2.36% | |
| 14 | KEYS | Keysight Technologies In | 股票-科技 | 1.06% | -0.28% | +8.08% | |
| 15 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.05% | +0.09% | -5.51% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | -0.02% | -5.18% | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.99% | -0.26% | -3.95% | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 0.93% | +0.05% | -6.09% | |
| 19 | DG | Dollar General CORP | 股票-非周期性消费 | 0.93% | -0.08% | +0.82% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事业 | 0.90% | -0.13% | — | |
| 21 | ✓ | 股票-其他 | 0.90% | — | -5.99% | ||
| 22 | LHX | L3harris Technologies Inc | 股票-工业 | 0.90% | -0.18% | -10.50% | |
| 23 | MO | Altria Group Inc | 股票-非周期性消费 | 0.89% | -0.10% | -14.38% | |
| 24 | HP | Helmerich & Payne | 股票-能源 | 0.88% | -0.74% | -18.57% | |
| 25 | JBSS | John B. Sanfilippo & Son Inc | 股票-其他 | 0.86% | +0.02% | +10.52% | |
| 26 | KNX | Knight-swift Transportation | 股票-工业 | 0.86% | +0.19% | +6.32% | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 0.86% | -0.08% | +10.36% | |
| 28 | LKQ | Lkq CORP | 股票-周期性消费 | 0.85% | -0.30% | +22.25% | |
| 29 | PR | Permian Resources Corp-cl A | 股票-能源 | 0.83% | -0.32% | +3.97% | |
| 30 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.82% | +0.02% | +0.75% | |
| 31 | VIAV | Viavi Solutions Inc | 股票-科技 | 0.81% | -0.78% | -46.86% | |
| 32 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.81% | +0.02% | +27.56% | |
| 33 | PBH | Prestige Consumer Healthcare | 股票-医疗保健 | 0.81% | -0.81% | EXIT | |
| 34 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.80% | -0.12% | -5.74% | |
| 35 | AEE | Ameren Corporation | 股票-公用事业 | 0.79% | +0.08% | +1.68% | |
| 36 | BKR | Baker Hughes Co | 股票-能源 | 0.78% | -0.29% | +2.37% | |
| 37 | PFG | Principal Financial Group | 股票-金融 | 0.78% | +0.04% | -6.06% | |
| 38 | WHD | Cactus Inc - A | 股票-其他 | 0.77% | -0.53% | +84.44% | |
| 39 | REYN | Reynolds Consumer Products I | 股票-其他 | 0.77% | — | +12.55% | |
| 40 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 0.76% | -0.12% | +48.76% | |
| 41 | SON | Sonoco Products Co | 股票-周期性消费 | 0.75% | -0.10% | +151.09% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.74% | -0.05% | -5.95% | |
| 43 | EHC | Encompass Health CORP | 股票-医疗保健 | 0.74% | +0.12% | +10.43% | |
| 44 | OGE | Oge Energy CORP | 股票-公用事业 | 0.73% | -0.02% | +22.38% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.73% | +0.20% | -2.79% | |
| 46 | CTRA | Coterra Energy Inc | 股票-能源 | 0.72% | -0.72% | EXIT | |
| 47 | POR | Portland General Electric Co | 股票-公用事业 | 0.72% | +0.15% | -16.32% | |
| 48 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.72% | +0.06% | -6.43% | |
| 49 | RRX | Regal Rexnord CORP | 股票-工业 | 0.71% | +0.14% | -17.10% | |
| 50 | PAYX | Paychex Inc | 股票-科技 | 0.71% | +0.16% | +32.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HSY | Hershey Co/the | +0.9% | +80.12% | 加仓 |
| 2 | SON | Sonoco Products Co | +0.5% | +151.09% | 加仓 |
| 3 | RPM | Rpm International Inc | +0.5% | +1725.29% | 加仓 |
| 4 | EOG | Eog Resources Inc | +0.4% | +6.56% | 加仓 |
| 5 | VSH | Vishay Intertechnology Inc | +0.4% | +210.14% | 加仓 |
| 6 | WHD | Cactus Inc - A | +0.4% | +84.44% | 加仓 |
| 7 | KEYS | Keysight Technologies In | +0.3% | +8.08% | 加仓 |
| 8 | ALG | Alamo Group Inc | +0.3% | +151.62% | 加仓 |
| 9 | PR | Permian Resources Corp-cl A | +0.3% | +3.97% | 加仓 |
| 10 | BJ | Bj's Wholesale Club Holdings | +0.3% | +48.76% | 加仓 |
| 11 | SCL | Stepan Co | +0.3% | +90.77% | 加仓 |
| 12 | PBH | Prestige Consumer Healthcare | +0.3% | +60.70% | 加仓 |
| 13 | CVX | Chevron CORP | +0.3% | -7.95% | 减仓 |
| 14 | HTLD | Heartland Express Inc | +0.3% | +73.14% | 加仓 |
| 15 | PRG | Prog Holdings Inc | +0.2% | +298.39% | 加仓 |
| 16 | CAC | Camden National CORP | +0.2% | +53.21% | 加仓 |
| 17 | IFF | Intl Flavors & Fragrances | +0.2% | +27.56% | 加仓 |
| 18 | BKR | Baker Hughes Co | +0.2% | +2.37% | 加仓 |
| 19 | LFUS | Littelfuse Inc | +0.2% | -9.70% | 减仓 |
| 20 | OGE | Oge Energy CORP | +0.2% | +22.38% | 加仓 |
| 21 | CTRA | Coterra Energy Inc | +0.2% | +2.06% | 加仓 |
| 22 | MTX | Minerals Technologies Inc | +0.2% | +69.33% | 加仓 |
| 23 | EMN | Eastman Chemical Co | +0.2% | +16.67% | 加仓 |
| 24 | ESE | Esco Technologies Inc | +0.2% | +68.80% | 加仓 |
| 25 | JBSS | John B. Sanfilippo & Son Inc | +0.2% | +10.52% | 加仓 |
| 26 | ZBH | Zimmer Biomet Holdings Inc | +0.2% | +32.14% | 加仓 |
| 27 | VZ | Verizon Communications Inc | +0.1% | -3.95% | 减仓 |
| 28 | KMT | Kennametal Inc | +0.1% | +3.41% | 加仓 |
| 29 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +2.36% | 加仓 |
| 30 | LKQ | Lkq CORP | +0.1% | +22.25% | 加仓 |
| 31 | RUSHA | Rush Enterprises Inc-cl A | +0.1% | +51.07% | 加仓 |
| 32 | JNJ | Johnson & Johnson | +0.1% | -6.15% | 减仓 |
| 33 | KNX | Knight-swift Transportation | +0.1% | +6.32% | 加仓 |
| 34 | COHU | Cohu Inc | +0.1% | -1.71% | 减仓 |
| 35 | ITW | Illinois Tool Works | +0.1% | +10.36% | 加仓 |
| 36 | PPG | Ppg Industries Inc | +0.1% | +29.03% | 加仓 |
| 37 | AVY | Avery Dennison CORP | +0.1% | +25.89% | 加仓 |
| 38 | ARW | Arrow Electronics Inc | +0.1% | -8.55% | 减仓 |
| 39 | ✓ | +0.1% | +54.36% | 加仓 | |
| 40 | DGX | Quest Diagnostics Inc | +0.1% | +1.55% | 加仓 |
| 41 | RSG | Republic Services Inc | +0.1% | +13.98% | 加仓 |
| 42 | LMT | Lockheed Martin CORP | +0.1% | -5.60% | 减仓 |
| 43 | HAS | Hasbro Inc | +0.1% | +2.24% | 加仓 |
| 44 | CNP | Centerpoint Energy Inc | +0.1% | +2.32% | 加仓 |
| 45 | AEE | Ameren Corporation | +0.1% | +1.68% | 加仓 |
| 46 | SRCE | 1st Source CORP | +0.1% | +7.76% | 加仓 |
| 47 | ATO | Atmos Energy CORP | +0.1% | +2.45% | 加仓 |
| 48 | STAG | Stag Industrial Inc | +0.1% | +16.93% | 加仓 |
| 49 | CMCSA | Comcast Corp-class A | +0.1% | +28.87% | 加仓 |
| 50 | ✓ | +0.1% | +6.46% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Dean Investment Associates, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$7.6亿，共申报了 204 个公开持股仓位。
在 Q1 2026 季度，Dean Investment Associates, LLC 按市值排列的前三大核心持股分别为：HSY (1.7%)、CVX (1.4%)、XEL (1.4%)。其中最大持股仓位 HSY 占据整体投资组合约 1.7% 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
AWR
市值: US$503.7万
本季最大获利了结 / 清仓标的
LAD
前期市值: US$377.7万
在 Q1 2026 季度中，Dean Investment Associates, LLC 共进行了 198 项持仓异动，包含新建仓 11 个仓位、加仓 76 个仓位、减仓 91 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 AWR。 本季清仓仓位包含 LAD。
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。