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
551 檔
16.9%
截至 Q4 2025 季度末，Dana Investment Advisors, Inc. 的美股持倉估值約為 US$38.4億，全數申報部位共有 551 檔。
在 Q4 2025，Dana Investment Advisors, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 104 個部位並完全清倉 19 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 16.9%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 551 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 | AAPL | Apple Inc | 股票-科技 | 4.63% | +0.08% | -1.10% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.32% | -0.31% | -0.78% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.21% | -0.04% | -5.10% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.24% | +0.14% | +11.08% | |
| 5 | DUNK | Dana Unconstrained Eq ETF | ETF-其他 | 2.54% | +0.20% | -0.32% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.28% | +0.02% | +4.84% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.76% | -0.15% | +2.79% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | +0.05% | -7.07% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | +0.02% | +5.62% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.28% | +0.11% | -5.70% | |
| 11 | NOW | Servicenow Inc | 股票-科技 | 1.16% | -0.13% | +507.09% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.09% | -2.42% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.05% | +0.72% | -30.15% | |
| 14 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.02% | -0.02% | -2.37% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 1.00% | -0.17% | +14.02% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.98% | +0.03% | -2.03% | |
| 17 | AXP | American Express Co | 股票-金融 | 0.88% | -0.02% | -6.11% | |
| 18 | ACN | Accenture plc | 股票-科技 | 0.88% | -0.56% | +5.05% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 0.88% | -0.10% | -3.93% | |
| 20 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.86% | -0.13% | -6.15% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 0.86% | +0.16% | +13.34% | |
| 22 | DIVE | Danaconcentrateddividendetf | ETF-其他 | 0.82% | -0.09% | -1.74% | |
| 23 | UBER | Uber Technologies Inc | 股票-工業 | 0.73% | +0.01% | -17.08% | |
| 24 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.72% | -0.03% | -27.57% | |
| 25 | KR | Kroger Co | 股票-非循環性消費 | 0.70% | -0.14% | -5.23% | |
| 26 | FANG | Diamondback Energy Inc | 股票-能源 | 0.70% | -0.25% | -3.42% | |
| 27 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.66% | -0.14% | -3.58% | |
| 28 | SLB | Slb LTD | 股票-能源 | 0.64% | -0.24% | -3.90% | |
| 29 | STE | STERIS plc | 股票-醫療保健 | 0.62% | -0.03% | +88.91% | |
| 30 | PH | Parker Hannifin CORP | 股票-工業 | 0.59% | -0.03% | -1.72% | |
| 31 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.58% | -0.08% | -8.83% | |
| 32 | ALL | Allstate CORP | 股票-金融 | 0.57% | — | -0.96% | |
| 33 | WDAY | Workday Inc-class A | 股票-科技 | 0.56% | -0.01% | EXIT | |
| 34 | SNOW | Snowflake Inc | 股票-科技 | 0.55% | +0.32% | +17.20% | |
| 35 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.55% | -0.17% | -9.87% | |
| 36 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.55% | -0.11% | -0.62% | |
| 37 | MCK | Mckesson CORP | 股票-醫療保健 | 0.53% | -0.12% | -3.73% | |
| 38 | AMT | American Tower CORP | 股票-房地產 | 0.53% | -0.12% | +727.39% | |
| 39 | SYY | Sysco CORP | 股票-非循環性消費 | 0.53% | +0.02% | -1.61% | |
| 40 | PM | Philip Morris International | 股票-非循環性消費 | 0.51% | -0.14% | -0.49% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.32% | -1.35% | |
| 42 | TPR | Tapestry Inc | 股票-循環性消費 | 0.50% | -0.09% | -10.85% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | -0.03% | -1.43% | |
| 44 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.47% | +0.06% | +73.28% | |
| 45 | DY | Dycom Industries Inc | 股票-工業 | 0.43% | +0.05% | -11.40% | |
| 46 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.43% | -0.05% | -3.24% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | +0.03% | -3.78% | |
| 48 | PPL | Ppl CORP | 股票-公用事業 | 0.41% | -0.08% | -2.54% | |
| 49 | DAL | Delta Air Lines Inc | 股票-工業 | 0.41% | -0.34% | -5.50% | |
| 50 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.41% | -0.14% | +12.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | +11.08% | 加碼 |
| 2 | AMT | American Tower CORP | +0.5% | +727.39% | 加碼 |
| 3 | LIN | Linde plc | +0.3% | +1535.16% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.3% | -5.70% | 減碼 |
| 5 | STE | STERIS plc | +0.3% | +88.91% | 加碼 |
| 6 | AAPL | Apple Inc | +0.2% | -1.10% | 減碼 |
| 7 | CI | THE Cigna Group | +0.2% | +358.88% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +4.84% | 加碼 |
| 9 | ADI | Analog Devices Inc | +0.2% | +13.34% | 加碼 |
| 10 | DASH | Doordash Inc - A | +0.1% | +73.28% | 加碼 |
| 11 | IQV | Iqvia Holdings Inc | +0.1% | -2.37% | 減碼 |
| 12 | MA | Mastercard Inc - A | +0.1% | +98.85% | 加碼 |
| 13 | SCHW | Schwab (charles) CORP | +0.1% | +190.60% | 加碼 |
| 14 | ADBE | Adobe Inc | +0.1% | +14.02% | 加碼 |
| 15 | ACN | Accenture plc | +0.1% | +5.05% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +5.62% | 加碼 |
| 17 | AEIS | Advanced Energy Industries | +0.1% | +11.67% | 加碼 |
| 18 | REGN | Regeneron Pharmaceuticals | +0.1% | +58.01% | 加碼 |
| 19 | SEM | Select Medical Holdings CORP | +0.1% | +29.34% | 加碼 |
| 20 | CSX | Csx CORP | +0.1% | +1393.80% | 加碼 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -3.78% | 減碼 |
| 22 | LITE | Lumentum Holdings Inc | +0.1% | -43.28% | 減碼 |
| 23 | PH | Parker Hannifin CORP | +0.1% | -1.72% | 減碼 |
| 24 | PUMP | Propetro Holding CORP | +0.1% | -20.36% | 減碼 |
| 25 | SNOW | Snowflake Inc | +0.1% | +17.20% | 加碼 |
| 26 | KMT | Kennametal Inc | +0.1% | -0.13% | 減碼 |
| 27 | DG | Dollar General CORP | +0.1% | +36.01% | 加碼 |
| 28 | GO | Grocery Outlet Holding CORP | +0.1% | +115.73% | 加碼 |
| 29 | NEE | Nextera Energy Inc | +0.1% | +44.95% | 加碼 |
| 30 | AXSM | Axsome Therapeutics Inc | +0.1% | -1.23% | 減碼 |
| 31 | WFC | Wells Fargo & Co | +0.1% | -3.93% | 減碼 |
| 32 | DAL | Delta Air Lines Inc | +0.1% | -5.50% | 減碼 |
| 33 | GDOT | Green Dot Corp-class A | +0.1% | +32.84% | 加碼 |
| 34 | ECPG | Encore Capital Group Inc | +0.1% | -0.12% | 減碼 |
| 35 | ENS | Enersys | +0.1% | -0.14% | 減碼 |
| 36 | SNCY | Sun Country Airlines Holding | +0.1% | -0.13% | 減碼 |
| 37 | CSCO | Cisco Systems Inc | +0.1% | -1.35% | 減碼 |
| 38 | COF | Capital One Financial CORP | 0% | +0.67% | 加碼 |
| 39 | SLB | Slb LTD | 0% | -3.90% | 減碼 |
| 40 | FIVN | Five9 Inc | 0% | +74.54% | 加碼 |
| 41 | WDC | Western Digital CORP | 0% | -7.29% | 減碼 |
| 42 | BSX | Boston Scientific CORP | 0% | +12.84% | 加碼 |
| 43 | AXP | American Express Co | 0% | -6.11% | 減碼 |
| 44 | SKYW | Skywest Inc | 0% | +176.69% | 加碼 |
| 45 | OEF | Ishares S&p 100 ETF | 0% | +22.12% | 加碼 |
| 46 | NPO | Enpro Inc | 0% | +127.96% | 加碼 |
| 47 | CRK | Comstock Resources Inc | 0% | -0.13% | 減碼 |
| 48 | QSR | Restaurant Brands Intern | 0% | -0.62% | 減碼 |
| 49 | MRK | Merck & Co. Inc. | 0% | -0.21% | 減碼 |
| 50 | BANC | Banc Of California Inc | 0% | -0.13% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Dana Investment Advisors, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$38.4億，共申報了 551 個公開持股部位。
在 Q4 2025 季度，Dana Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：AAPL (4.6%)、MSFT (4.3%)、NVDA (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.6% 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
PRGS
市值: US$601.1萬
本季最大獲利了結 / 清倉標的
ALGN
前期市值: US$999.1萬
在 Q4 2025 季度中，Dana Investment Advisors, Inc. 共進行了 200 項持倉異動，包含新建倉 19 個部位、加碼 58 個部位、減碼 104 個部位以及清倉 19 個部位。 其中最大新建倉標的為 PRGS。 本季清倉部位包含 ALGN。
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。