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: 0001206792
申报总市值
US$17.7亿
US$17.7亿
256 檔
19.5%
Q2 2025 季度申报显示，Dearborn Partners LLC 披露的美股组合总市值为 US$17.7亿，涵盖 256 个不同之权益投资仓位。
在 Q2 2025 期间，Dearborn Partners 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，Dearborn Partners LLC 的前 5 大核心持股（包含 AAPL, MSFT, ADP 等）合计占整体申报市值的 19.5%，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 256 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 | 4.55% | +0.67% | -6.23% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.43% | +0.46% | -3.06% | |
| 3 | ADP | Automatic Data Processing | 股票-科技 | 2.85% | +0.30% | -13.79% | |
| 4 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.35% | -0.64% | +0.96% | |
| 5 | RSG | Republic Services Inc | 股票-工业 | 2.10% | -0.15% | -0.33% | |
| 6 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 2.07% | -0.78% | +5.84% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 1.96% | -0.45% | +6.18% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 1.93% | -0.02% | +0.57% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 1.92% | +0.03% | +1.03% | |
| 10 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.89% | +0.03% | +1.07% | |
| 11 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.89% | -0.09% | +1.30% | |
| 12 | INTU | Intuit Inc | 股票-科技 | 1.87% | -0.44% | +9.52% | |
| 13 | WSO | Watsco Inc | 股票-工业 | 1.80% | +0.21% | +10.89% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.80% | +0.54% | +0.79% | |
| 15 | ITW | Illinois Tool Works | 股票-工业 | 1.76% | +0.01% | -15.03% | |
| 16 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.75% | -1.09% | +8.06% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.73% | -0.62% | +1.68% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.72% | -0.42% | +7.05% | |
| 19 | CTVA | Corteva Inc | 股票-原材料 | 1.65% | -0.09% | +1.68% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 1.63% | +0.68% | +14.79% | |
| 21 | SNA | Snap-on Inc | 股票-工业 | 1.62% | -0.42% | +1.16% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.61% | -0.04% | +2.39% | |
| 23 | MKC-V | Mccormick & Co Inc Vtg Com | 股票-其他 | 1.61% | -0.06% | +3.63% | |
| 24 | SYK | Stryker CORP | 股票-医疗保健 | 1.60% | -0.15% | +0.66% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.58% | +0.05% | +10.68% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.58% | -0.76% | +0.82% | |
| 27 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.57% | -0.04% | +0.64% | |
| 28 | APH | Amphenol Corp-cl A | 股票-科技 | 1.55% | +0.58% | -11.77% | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.54% | -0.38% | +1.22% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.53% | +0.12% | +1.31% | |
| 31 | ✓ | 股票-其他 | 1.53% | — | +9.39% | ||
| 32 | TRI | Thomson Reuters Corporation | 股票-工业 | 1.51% | -0.19% | +4238.04% | |
| 33 | ACN | Accenture plc | 股票-科技 | 1.50% | -1.11% | +20.13% | |
| 34 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.50% | -0.35% | +0.68% | |
| 35 | CTAS | Cintas CORP | 股票-工业 | 1.49% | -0.09% | +11.78% | |
| 36 | FAST | Fastenal Co | 股票-工业 | 1.49% | -0.06% | +95.99% | |
| 37 | NDAQ | Nasdaq Inc | 股票-金融 | 1.40% | -0.16% | +0.21% | |
| 38 | STE | STERIS plc | 股票-医疗保健 | 1.36% | -0.14% | +12.88% | |
| 39 | MSI | Motorola Solutions Inc | 股票-科技 | 1.29% | -0.14% | +2.16% | |
| 40 | BR | Broadridge Financial Solutio | 股票-科技 | 1.19% | -0.18% | +0.93% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | +0.22% | -20.89% | |
| 42 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.18% | -0.13% | +1.90% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.95% | +0.05% | +1.48% | |
| 44 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.94% | -0.58% | +3.53% | |
| 45 | ARES | Ares Management CORP - A | 股票-金融 | 0.92% | +0.04% | +2.06% | |
| 46 | EQIX | Equinix Inc | 股票-房地产 | 0.91% | -0.02% | +0.80% | |
| 47 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.90% | -0.17% | -0.11% | |
| 48 | EOG | Eog Resources Inc | 股票-能源 | 0.89% | -0.18% | +0.56% | |
| 49 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.85% | -0.02% | +1.21% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.77% | -0.01% | +0.18% |
根据 SEC 官方 Form 13F 申报备案，Dearborn Partners LLC 在 Q2 2025 季度的美股持仓总市值约为 US$17.7亿，共申报了 256 个公开持股仓位。
在 Q2 2025 季度，Dearborn Partners LLC 按市值排列的前三大核心持股分别为：AAPL (4.5%)、MSFT (4.4%)、ADP (2.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.5% 的权重。
在 Q2 2025 季度中，Dearborn Partners 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。
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。
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。