13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001427514
申報總市值
US$38.4億
US$38.4億
537 檔
13.1%
根據最新整理的 13F 季度數據集，Dana Investment Advisors, Inc. 於 Q2 2025 結束時的管理資產規模為 US$38.4億。該機構在本季度申報了 537 檔美股持倉，呈現出該時期的主要投資地圖。
Dana Investment Advisors, Inc. 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 128 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Dana Investment Advisors, Inc. 的前 5 大持股（包含 MSFT, AAPL, NVDA）貢獻了組合市值的 13.1%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 537 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 4.70% | -0.31% | +1.34% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.09% | +0.08% | -3.52% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.86% | -0.04% | -3.29% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.11% | +0.02% | -2.03% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.93% | -0.15% | -1.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | +0.14% | -2.41% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.54% | +0.05% | -13.86% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | +0.02% | +1.19% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.09% | -2.04% | |
| 10 | UBER | Uber Technologies Inc | 股票-工業 | 1.15% | +0.01% | -8.35% | |
| 11 | NOW | Servicenow Inc | 股票-科技 | 1.05% | -0.13% | +1.59% | |
| 12 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.00% | -0.14% | -9.36% | |
| 13 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.98% | -0.03% | -3.26% | |
| 14 | LRCX | Lam Research CORP | 股票-科技 | 0.98% | +0.72% | +43.90% | |
| 15 | KR | Kroger Co | 股票-非循環性消費 | 0.98% | -0.14% | -9.77% | |
| 16 | AXP | American Express Co | 股票-金融 | 0.93% | -0.02% | -3.63% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.93% | +0.11% | +3.48% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 0.91% | -0.10% | -4.23% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.90% | +0.03% | -4.27% | |
| 20 | ACN | Accenture plc | 股票-科技 | 0.89% | -0.56% | +184.33% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 0.88% | -0.17% | +32.28% | |
| 22 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.88% | -0.13% | -7.53% | |
| 23 | FISV | Fiserv Inc | 股票-其他 | 0.86% | -0.07% | +0.21% | |
| 24 | FANG | Diamondback Energy Inc | 股票-能源 | 0.78% | -0.25% | +2.58% | |
| 25 | SNPS | Synopsys Inc | 股票-科技 | 0.78% | — | +242.49% | |
| 26 | RGA | Reinsurance Group Of America | 股票-金融 | 0.72% | — | -2.75% | |
| 27 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.71% | -0.08% | +265.22% | |
| 28 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.71% | -0.02% | +25.55% | |
| 29 | WDAY | Workday Inc-class A | 股票-科技 | 0.69% | -0.01% | EXIT | |
| 30 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.66% | -0.35% | -1.54% | |
| 31 | PH | Parker Hannifin CORP | 股票-工業 | 0.64% | -0.03% | -3.28% | |
| 32 | PM | Philip Morris International | 股票-非循環性消費 | 0.64% | -0.14% | -3.28% | |
| 33 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.63% | -0.17% | -4.79% | |
| 34 | SYY | Sysco CORP | 股票-非循環性消費 | 0.63% | +0.02% | -1.70% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.60% | -0.14% | -4.56% | |
| 36 | TPR | Tapestry Inc | 股票-循環性消費 | 0.57% | -0.09% | -1.66% | |
| 37 | MCK | Mckesson CORP | 股票-醫療保健 | 0.54% | -0.12% | -16.96% | |
| 38 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.54% | — | -8.51% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.32% | +0.45% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | +0.15% | +42.96% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.52% | +0.01% | -1.05% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.03% | +3.81% | |
| 43 | IRM | Iron Mountain Inc | 股票-房地產 | 0.51% | — | -6.12% | |
| 44 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.48% | -0.05% | -5.12% | |
| 45 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 0.47% | -0.05% | -2.15% | |
| 46 | MGNI | Magnite Inc | 股票-其他 | 0.47% | +0.01% | +4.57% | |
| 47 | PPL | Ppl CORP | 股票-公用事業 | 0.47% | -0.08% | -2.68% | |
| 48 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.44% | -0.11% | -6.74% | |
| 49 | DY | Dycom Industries Inc | 股票-工業 | 0.43% | +0.05% | -1.52% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.16% | -37.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +1.34% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.9% | -3.29% | 減碼 |
| 3 | SNPS | Synopsys Inc | +0.6% | +242.49% | 加碼 |
| 4 | ACN | Accenture plc | +0.5% | +184.33% | 加碼 |
| 5 | LRCX | Lam Research CORP | +0.4% | +43.90% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | -13.86% | 減碼 |
| 7 | VRT | Vertiv Holdings Co-a | +0.4% | -3.26% | 減碼 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | -1.44% | 減碼 |
| 9 | COF | Capital One Financial CORP | +0.3% | +195.00% | 加碼 |
| 10 | MGNI | Magnite Inc | +0.2% | +4.57% | 加碼 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +42.96% | 加碼 |
| 12 | NOW | Servicenow Inc | +0.2% | +1.59% | 加碼 |
| 13 | NWBI | Northwest Bancshares Inc | +0.2% | NEW | 新建倉 |
| 14 | VTV | Vanguard Value ETF | +0.2% | +590.26% | 加碼 |
| 15 | KMT | Kennametal Inc | +0.2% | NEW | 新建倉 |
| 16 | ADBE | Adobe Inc | +0.2% | +32.28% | 加碼 |
| 17 | DY | Dycom Industries Inc | +0.1% | -1.52% | 減碼 |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -8.51% | 減碼 |
| 19 | WFRD | Weatherford International plc | +0.1% | +101.01% | 加碼 |
| 20 | SNOW | Snowflake Inc | +0.1% | +13.53% | 加碼 |
| 21 | TTMI | Ttm Technologies | +0.1% | -29.24% | 減碼 |
| 22 | XRAY | Dentsply Sirona Inc | +0.1% | NEW | 新建倉 |
| 23 | LW | Lamb Weston Holdings Inc | +0.1% | NEW | 新建倉 |
| 24 | AMZN | Amazon.com Inc | +0.1% | -2.03% | 減碼 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -2.04% | 減碼 |
| 26 | UBER | Uber Technologies Inc | +0.1% | -8.35% | 減碼 |
| 27 | LITE | Lumentum Holdings Inc | +0.1% | +11.09% | 加碼 |
| 28 | DG | Dollar General CORP | +0.1% | NEW | 新建倉 |
| 29 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +265.22% | 加碼 |
| 30 | PRIM | Primoris Services CORP | +0.1% | -1.52% | 減碼 |
| 31 | PWR | Quanta Services Inc | +0.1% | -3.03% | 減碼 |
| 32 | DASH | Doordash Inc - A | +0.1% | +11.78% | 加碼 |
| 33 | TPR | Tapestry Inc | +0.1% | -1.66% | 減碼 |
| 34 | CARS | Cars.com Inc | +0.1% | +38.37% | 加碼 |
| 35 | APH | Amphenol Corp-cl A | +0.1% | -0.95% | 減碼 |
| 36 | IWD | Ishares Russell 1000 Value E | +0.1% | +146.24% | 加碼 |
| 37 | MYRG | Myr Group Inc/delaware | +0.1% | NEW | 新建倉 |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.41% | 減碼 |
| 39 | AXP | American Express Co | +0.1% | -3.63% | 減碼 |
| 40 | JNJ | Johnson & Johnson | +0.1% | -1.47% | 減碼 |
| 41 | AEIS | Advanced Energy Industries | +0.1% | -1.55% | 減碼 |
| 42 | ETN | Eaton Corporation plc | +0.1% | +0.69% | 加碼 |
| 43 | UCTT | Ultra Clean Holdings Inc | +0.1% | +25.72% | 加碼 |
| 44 | PKG | Packaging CORP Of America | +0.1% | +132.79% | 加碼 |
| 45 | DOV | Dover CORP | +0.1% | NEW | 新建倉 |
| 46 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 47 | BAC | Bank Of America CORP | 0% | +3.81% | 加碼 |
| 48 | BV | Brightview Holdings Inc | 0% | -1.53% | 減碼 |
| 49 | ELAN | Elanco Animal Health Inc | 0% | +6.76% | 加碼 |
| 50 | MTZ | Mastec Inc | 0% | -0.80% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Dana Investment Advisors, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$38.4億，共申報了 537 個公開持股部位。
在 Q2 2025 季度，Dana Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：MSFT (4.7%)、AAPL (4.1%)、NVDA (3.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.7% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
NWBI
市值: US$542.3萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$633.1萬
在 Q2 2025 季度中，Dana Investment Advisors, Inc. 共進行了 200 項持倉異動，包含新建倉 12 個部位、加碼 60 個部位、減碼 119 個部位以及清倉 9 個部位。 其中最大新建倉標的為 NWBI。 本季清倉部位包含 DFSEUR。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。