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
556 檔
14.8%
在 Q1 2026 申報期間，Dana Investment Advisors, Inc.（CIK: 0001427514）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$38.4億，共持有 556 個公開申報部位。
數據顯示 Dana Investment Advisors, Inc. 於 Q1 2026 季度持續回收資金，對 117 個既有部位進行裁減並清倉 10 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Dana Investment Advisors, Inc. 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合計佔整體申報市值的 14.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 556 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 | 4.35% | +0.08% | -1.84% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.17% | -0.04% | +3.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.31% | -4.64% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.03% | +0.14% | -0.70% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.22% | +0.02% | +4.95% | |
| 6 | DUNK | Dana Unconstrained Eq ETF | ETF-其他 | 2.06% | +0.20% | -3.99% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.60% | +0.05% | +7.49% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.45% | -0.15% | -6.99% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | +0.02% | -4.53% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 1.12% | -0.13% | +37.71% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 1.10% | +0.72% | -17.47% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.09% | -3.18% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.00% | +0.03% | +4.49% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.00% | +0.11% | -11.24% | |
| 15 | FANG | Diamondback Energy Inc | 股票-能源 | 0.96% | -0.25% | +1.07% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 0.93% | +0.32% | +77.31% | |
| 17 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.87% | -0.03% | -23.34% | |
| 18 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.85% | -0.02% | +6.75% | |
| 19 | SLB | Slb LTD | 股票-能源 | 0.85% | -0.24% | -3.74% | |
| 20 | ACN | Accenture plc | 股票-科技 | 0.81% | -0.56% | +22.83% | |
| 21 | DIVE | Danaconcentrateddividendetf | ETF-其他 | 0.80% | -0.09% | -0.07% | |
| 22 | PM | Philip Morris International | 股票-非循環性消費 | 0.78% | -0.14% | +43.11% | |
| 23 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.77% | -0.13% | -14.79% | |
| 24 | AMT | American Tower CORP | 股票-房地產 | 0.76% | -0.12% | +40.93% | |
| 25 | UBER | Uber Technologies Inc | 股票-工業 | 0.73% | +0.01% | +11.34% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.72% | -0.02% | -2.02% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.72% | -0.10% | -6.16% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.03% | +1086.78% | |
| 29 | ALL | Allstate CORP | 股票-金融 | 0.66% | — | +12.73% | |
| 30 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.64% | -0.14% | -8.52% | |
| 31 | DAL | Delta Air Lines Inc | 股票-工業 | 0.61% | -0.34% | +52.79% | |
| 32 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.60% | -0.11% | -0.34% | |
| 33 | PH | Parker Hannifin CORP | 股票-工業 | 0.59% | -0.03% | -3.38% | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 0.58% | +0.16% | -43.48% | |
| 35 | MCK | Mckesson CORP | 股票-醫療保健 | 0.53% | -0.12% | -7.92% | |
| 36 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.52% | -0.08% | -16.67% | |
| 37 | SYY | Sysco CORP | 股票-非循環性消費 | 0.49% | +0.02% | -7.26% | |
| 38 | TPR | Tapestry Inc | 股票-循環性消費 | 0.49% | -0.09% | -13.14% | |
| 39 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.49% | -0.17% | -13.15% | |
| 40 | AEIS | Advanced Energy Industries | 股票-工業 | 0.49% | -0.03% | -21.41% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.16% | -2.02% | |
| 42 | SNOW | Snowflake Inc | 股票-科技 | 0.48% | +0.32% | +22.49% | |
| 43 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.48% | -0.05% | -3.44% | |
| 44 | PAHC | Phibro Animal Health Corp-a | 股票-其他 | 0.47% | -0.15% | -12.46% | |
| 45 | MD | Pediatrix Medical Group Inc | 股票-其他 | 0.46% | -0.01% | +12.10% | |
| 46 | UCTT | Ultra Clean Holdings Inc | 股票-其他 | 0.46% | +0.07% | -35.96% | |
| 47 | PPL | Ppl CORP | 股票-公用事業 | 0.45% | -0.08% | -1.74% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.45% | -0.04% | +1.63% | |
| 49 | LHX | L3harris Technologies Inc | 股票-工業 | 0.42% | -0.11% | -12.50% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.03% | -2.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.6% | +1086.78% | 加碼 |
| 2 | CSCO | Cisco Systems Inc | +0.4% | +77.31% | 加碼 |
| 3 | SHOP | Shopify Inc - Class A | +0.3% | +3437.46% | 加碼 |
| 4 | PM | Philip Morris International | +0.3% | +43.11% | 加碼 |
| 5 | PG | Procter & Gamble Co/the | +0.3% | +167.12% | 加碼 |
| 6 | FANG | Diamondback Energy Inc | +0.3% | +1.07% | 加碼 |
| 7 | SPOT | Spotify Technology S.A. | +0.2% | +2586.98% | 加碼 |
| 8 | AMT | American Tower CORP | +0.2% | +40.93% | 加碼 |
| 9 | SLB | Slb LTD | +0.2% | -3.74% | 減碼 |
| 10 | DAL | Delta Air Lines Inc | +0.2% | +52.79% | 加碼 |
| 11 | UCTT | Ultra Clean Holdings Inc | +0.2% | -35.96% | 減碼 |
| 12 | ARMK | Aramark | +0.2% | +179.26% | 加碼 |
| 13 | PEP | Pepsico Inc | +0.2% | +121.39% | 加碼 |
| 14 | VRT | Vertiv Holdings Co-a | +0.2% | -23.34% | 減碼 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | -2.02% | 減碼 |
| 16 | PAHC | Phibro Animal Health Corp-a | +0.1% | -12.46% | 減碼 |
| 17 | FERG | Ferguson Enterprises Inc | +0.1% | +33.12% | 加碼 |
| 18 | PR | Permian Resources Corp-cl A | +0.1% | -6.51% | 減碼 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +61.93% | 加碼 |
| 20 | AEIS | Advanced Energy Industries | +0.1% | -21.41% | 減碼 |
| 21 | MA | Mastercard Inc - A | +0.1% | +55.19% | 加碼 |
| 22 | CRGY | Crescent Energy Inc-a | +0.1% | -7.82% | 減碼 |
| 23 | ALL | Allstate CORP | +0.1% | +12.73% | 加碼 |
| 24 | KOP | Koppers Holdings Inc | +0.1% | -0.23% | 減碼 |
| 25 | USB | US Bancorp | +0.1% | +354.24% | 加碼 |
| 26 | CSX | Csx CORP | +0.1% | +57.69% | 加碼 |
| 27 | ECPG | Encore Capital Group Inc | +0.1% | -0.23% | 減碼 |
| 28 | LIN | Linde plc | +0.1% | +1.63% | 加碼 |
| 29 | WMG | Warner Music Group Corp-cl A | +0.1% | +102.04% | 加碼 |
| 30 | NEE | Nextera Energy Inc | +0.1% | +18.79% | 加碼 |
| 31 | PUMP | Propetro Holding CORP | +0.1% | -14.64% | 減碼 |
| 32 | WTFC | Wintrust Financial CORP | +0.1% | +103.56% | 加碼 |
| 33 | MD | Pediatrix Medical Group Inc | +0.1% | +12.10% | 加碼 |
| 34 | MTZ | Mastec Inc | +0.1% | -16.62% | 減碼 |
| 35 | KMT | Kennametal Inc | +0.1% | -6.74% | 減碼 |
| 36 | CVX | Chevron CORP | +0.1% | -2.16% | 減碼 |
| 37 | CRUS | Cirrus Logic Inc | +0.1% | -0.23% | 減碼 |
| 38 | ESI | Element Solutions Inc | +0.1% | +0.89% | 加碼 |
| 39 | QSR | Restaurant Brands Intern | +0.1% | -0.34% | 減碼 |
| 40 | VLO | Valero Energy CORP | +0.1% | -0.98% | 減碼 |
| 41 | ENS | Enersys | +0.1% | -0.23% | 減碼 |
| 42 | ARW | Arrow Electronics Inc | +0.1% | +21.42% | 加碼 |
| 43 | PWR | Quanta Services Inc | +0.1% | -9.68% | 減碼 |
| 44 | CNP | Centerpoint Energy Inc | +0.1% | -3.44% | 減碼 |
| 45 | BGS | B&g Foods Inc | +0.1% | +7.51% | 加碼 |
| 46 | LRCX | Lam Research CORP | +0.1% | -17.47% | 減碼 |
| 47 | PNC | Pnc Financial Services Group | 0% | +735.01% | 加碼 |
| 48 | KLIC | Kulicke & Soffa Industries | 0% | -1.04% | 減碼 |
| 49 | SFM | Sprouts Farmers Market Inc | 0% | +54.34% | 加碼 |
| 50 | SM | Sm Energy Co | 0% | +18.92% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dana Investment Advisors, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$38.4億，共申報了 556 個公開持股部位。
在 Q1 2026 季度，Dana Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：AAPL (4.3%)、NVDA (4.2%)、MSFT (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.3% 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
DDOG
市值: US$1149.7萬
本季最大獲利了結 / 清倉標的
REALOGY HLDGS CORP COM
前期市值: US$907.8萬
在 Q1 2026 季度中，Dana Investment Advisors, Inc. 共進行了 200 項持倉異動，包含新建倉 15 個部位、加碼 58 個部位、減碼 117 個部位以及清倉 10 個部位。 其中最大新建倉標的為 DDOG。 本季清倉部位包含 REALOGY HLDGS CORP COM。
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。