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: 0000846797
申報總市值
US$7.6億
US$7.6億
217 檔
6.2%
Dean Investment Associates, LLC 在 Q3 2024 季度的美股部位總計估值為 US$7.6億，分散於 217 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2024 申報觀察，Dean Investment Associates, LLC 採取防禦導向的調倉策略，本季減碼 135 檔個股並出清 9 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 WEC, CVX, LNT）累計市值佔比達 6.2%，是驅動 Dean Investment Associates, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 217 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 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.38% | +0.09% | -3.95% | |
| 2 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.60% | +10.60% | |
| 3 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.26% | -0.05% | -4.30% | |
| 4 | MO | Altria Group Inc | 股票-非循環性消費 | 1.26% | -0.10% | -4.38% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.22% | -0.51% | -0.51% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.02% | -3.93% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.18% | -0.03% | +2.09% | |
| 8 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.17% | -0.29% | +65.95% | |
| 9 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.16% | -0.26% | -4.56% | |
| 10 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.15% | -0.12% | +40.94% | |
| 11 | ✓ | 股票-其他 | 1.13% | — | +2.22% | ||
| 12 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.11% | — | -4.17% | |
| 13 | EOG | Eog Resources Inc | 股票-能源 | 1.03% | -0.26% | +13.80% | |
| 14 | PNC | Pnc Financial Services Group | 股票-金融 | 0.99% | +0.05% | -4.02% | |
| 15 | ✓ | 股票-其他 | 0.96% | — | -30.29% | ||
| 16 | BLK | Blackrock Inc | 股票-金融 | 0.96% | -0.01% | — | |
| 17 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.94% | -0.28% | -5.93% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 0.93% | +0.20% | -27.21% | |
| 19 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.91% | +0.06% | -3.19% | |
| 20 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.86% | -0.12% | -4.36% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.85% | -0.04% | -3.04% | |
| 22 | PSA | Public Storage | 股票-房地產 | 0.83% | -0.11% | -4.27% | |
| 23 | ✓ | 股票-其他 | 0.80% | — | +16.64% | ||
| 24 | FAST | Fastenal Co | 股票-工業 | 0.80% | -0.04% | -2.82% | |
| 25 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.80% | +0.06% | -2.98% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | +0.07% | -2.82% | |
| 27 | ✓ | Csg Systems International In | 股票-其他 | 0.78% | -0.27% | EXIT | |
| 28 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.76% | -0.12% | -32.24% | |
| 29 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.76% | +0.12% | -12.24% | |
| 30 | PRU | Prudential Financial Inc | 股票-金融 | 0.75% | -0.02% | -3.44% | |
| 31 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.74% | +0.12% | -4.71% | |
| 32 | AWR | American States Water Co | 股票-公用事業 | 0.73% | +0.21% | -13.31% | |
| 33 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.73% | +0.03% | -2.98% | |
| 34 | FRPT | Freshpet, Inc. | 股票-非循環性消費 | 0.71% | — | +109.18% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 0.70% | — | -5.98% | |
| 36 | GTY | Getty Realty CORP | 股票-其他 | 0.69% | — | -4.04% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.68% | -0.06% | -2.85% | |
| 38 | ESE | Esco Technologies Inc | 股票-科技 | 0.67% | -0.03% | +25.05% | |
| 39 | AEP | American Electric Power | 股票-公用事業 | 0.67% | -0.21% | -3.30% | |
| 40 | WERN | Werner Enterprises Inc | 股票-其他 | 0.67% | +0.59% | -14.71% | |
| 41 | PFG | Principal Financial Group | 股票-金融 | 0.67% | +0.04% | -3.16% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.67% | -0.11% | -2.86% | |
| 43 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.66% | +0.02% | -4.46% | |
| 44 | AZO | Autozone Inc | 股票-循環性消費 | 0.66% | -0.12% | -1.28% | |
| 45 | PPC | Pilgrim's Pride CORP | 股票-非循環性消費 | 0.65% | — | -20.94% | |
| 46 | LHX | L3harris Technologies Inc | 股票-工業 | 0.64% | -0.18% | -4.34% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.63% | -0.37% | EXIT | |
| 48 | ✓ | 股票-其他 | 0.63% | — | -5.77% | ||
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.03% | -3.01% | |
| 50 | NWE | Northwestern Energy Group In | 股票-公用事業 | 0.60% | — | -36.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1% | NEW | 新建倉 |
| 2 | DOX | Amdocs Limited | +0.5% | +1341.53% | 加碼 |
| 3 | ✓ | Csg Systems International In | +0.5% | +116.10% | 加碼 |
| 4 | LKQ | Lkq CORP | +0.5% | +1667.97% | 加碼 |
| 5 | PEP | Pepsico Inc | +0.5% | +65.95% | 加碼 |
| 6 | XEL | Xcel Energy Inc | +0.5% | +40.94% | 加碼 |
| 7 | FRPT | Freshpet, Inc. | +0.5% | +109.18% | 加碼 |
| 8 | PPG | Ppg Industries Inc | +0.5% | NEW | 新建倉 |
| 9 | HP | Helmerich & Payne | +0.4% | NEW | 新建倉 |
| 10 | PZZA | Papa John's Intl Inc | +0.4% | NEW | 新建倉 |
| 11 | THFF | First Financial CORP | +0.4% | NEW | 新建倉 |
| 12 | ITW | Illinois Tool Works | +0.4% | NEW | 新建倉 |
| 13 | PLOW | Douglas Dynamics Inc | +0.4% | NEW | 新建倉 |
| 14 | FC | Franklin Covey Co | +0.3% | NEW | 新建倉 |
| 15 | CRI | Carter's Inc | +0.3% | +116.47% | 加碼 |
| 16 | SFNC | Simmons First Natl Corp-cl A | +0.3% | +231.58% | 加碼 |
| 17 | INVX | Innovex International Inc | +0.3% | NEW | 新建倉 |
| 18 | RUSHA | Rush Enterprises Inc-cl A | +0.3% | NEW | 新建倉 |
| 19 | HCKT | Hackett Group Inc/the | +0.3% | +57.25% | 加碼 |
| 20 | AEIS | Advanced Energy Industries | +0.3% | +123.49% | 加碼 |
| 21 | VIAV | Viavi Solutions Inc | +0.3% | +189.63% | 加碼 |
| 22 | SRJ | Spartannash Co | +0.2% | +54.17% | 加碼 |
| 23 | THS | Treehouse Foods Inc | +0.2% | +49.40% | 加碼 |
| 24 | ESE | Esco Technologies Inc | +0.2% | +25.05% | 加碼 |
| 25 | UHT | Universal Health Rlty Income | +0.2% | +42.87% | 加碼 |
| 26 | BELFB | Bel Fuse Inc-cl B | +0.2% | +49.57% | 加碼 |
| 27 | WGO | Winnebago Industries | +0.2% | +108.09% | 加碼 |
| 28 | HLIT | Harmonic Inc | +0.2% | +137.22% | 加碼 |
| 29 | OGS | One Gas Inc | +0.2% | — | 加碼 |
| 30 | INDB | Independent Bank Corp/ma | +0.2% | +52.77% | 加碼 |
| 31 | WEC | Wec Energy Group Inc | +0.2% | -3.95% | 減碼 |
| 32 | CAC | Camden National CORP | +0.2% | +36.79% | 加碼 |
| 33 | MBUU | Malibu Boats Inc - A | +0.1% | +40.02% | 加碼 |
| 34 | COHU | Cohu Inc | +0.1% | +131.18% | 加碼 |
| 35 | ATSG* | Air Transport Services Group | +0.1% | +39.83% | 加碼 |
| 36 | CMCSA | Comcast Corp-class A | +0.1% | +25.57% | 加碼 |
| 37 | WAFD | Wafd Inc | +0.1% | +39.16% | 加碼 |
| 38 | UHS | Universal Health Services-b | +0.1% | NEW | 新建倉 |
| 39 | PSA | Public Storage | +0.1% | -4.27% | 減碼 |
| 40 | CBRE | Cbre Group Inc - A | +0.1% | -3.46% | 減碼 |
| 41 | LNT | Alliant Energy CORP | +0.1% | -4.30% | 減碼 |
| 42 | CUZ | Cousins Properties Inc | +0.1% | +41.87% | 加碼 |
| 43 | CAG | Conagra Brands Inc | +0.1% | +16.09% | 加碼 |
| 44 | PNC | Pnc Financial Services Group | +0.1% | -4.02% | 減碼 |
| 45 | PHM | Pultegroup Inc | +0.1% | -2.72% | 減碼 |
| 46 | CATY | Cathay General Bancorp | +0.1% | +26.41% | 加碼 |
| 47 | HD | Home Depot Inc | +0.1% | -2.82% | 減碼 |
| 48 | SMP | Standard Motor Prods | +0.1% | -1.22% | 減碼 |
| 49 | YUMC | Yum China Holdings Inc | +0.1% | -4.03% | 減碼 |
| 50 | JNJ | Johnson & Johnson | +0.1% | -0.51% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Dean Investment Associates, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$7.6億，共申報了 217 個公開持股部位。
在 Q3 2024 季度，Dean Investment Associates, LLC 按市值排列的前三大核心持股分別為：WEC (1.4%)、CVX (1.3%)、LNT (1.3%)。其中最大持股部位 WEC 佔據整體投資組合約 1.4% 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
BLK
市值: US$708.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$614.5萬
在 Q3 2024 季度中，Dean Investment Associates, LLC 共進行了 198 項持倉異動，包含新建倉 12 個部位、加碼 42 個部位、減碼 135 個部位以及清倉 9 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。