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
204 檔
6.2%
在 Q2 2025 的 13F 官方備案中，Dean Investment Associates, LLC 管理的美股投資組合規模來到 US$7.6億，整體持股檔數為 204 檔。
Dean Investment Associates, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 11 檔股票的新建倉與 115 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 JPM, MO, JNJ）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 204 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.02% | +1.46% | |
| 2 | MO | Altria Group Inc | 股票-非循環性消費 | 1.43% | -0.10% | +1.62% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | -0.51% | +1.60% | |
| 4 | ✓ | 股票-其他 | 1.31% | — | +2.00% | ||
| 5 | CVX | Chevron CORP | 股票-能源 | 1.30% | -0.60% | +1.51% | |
| 6 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.30% | -0.12% | -1.68% | |
| 7 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.24% | -0.29% | +35.70% | |
| 8 | LFUS | Littelfuse Inc | 股票-科技 | 1.13% | -0.27% | +131.83% | |
| 9 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.10% | +0.09% | -23.72% | |
| 10 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.10% | -0.26% | +1.41% | |
| 11 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.02% | +0.12% | -4.08% | |
| 12 | EOG | Eog Resources Inc | 股票-能源 | 1.01% | -0.26% | +2.21% | |
| 13 | BLK | Blackrock Inc | 股票-金融 | 1.00% | -0.01% | +1.59% | |
| 14 | PNC | Pnc Financial Services Group | 股票-金融 | 0.99% | +0.05% | +1.24% | |
| 15 | ✓ | 股票-其他 | 0.96% | — | +0.99% | ||
| 16 | FAST | Fastenal Co | 股票-工業 | 0.93% | -0.04% | +104.07% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 0.93% | -0.04% | -12.43% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.92% | -0.03% | -8.49% | |
| 19 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.92% | -0.12% | +1.51% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 0.92% | +0.20% | +1.31% | |
| 21 | LHX | L3harris Technologies Inc | 股票-工業 | 0.91% | -0.18% | +6.39% | |
| 22 | DOX | Amdocs Limited | 股票-科技 | 0.86% | -0.08% | +64.60% | |
| 23 | DG | Dollar General CORP | 股票-非循環性消費 | 0.84% | -0.08% | +3.96% | |
| 24 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.84% | +0.12% | -15.38% | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 0.83% | -0.05% | +54.56% | |
| 26 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.83% | -0.28% | +1.40% | |
| 27 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.82% | +0.06% | +2.16% | |
| 28 | OMC | Omnicom Group | 股票-通訊服務 | 0.82% | +0.08% | +118.03% | |
| 29 | AZO | Autozone Inc | 股票-循環性消費 | 0.80% | -0.12% | -5.42% | |
| 30 | VSH | Vishay Intertechnology Inc | 股票-其他 | 0.78% | -0.05% | +34.48% | |
| 31 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.76% | -0.05% | -35.95% | |
| 32 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.75% | +0.02% | +3.76% | |
| 33 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 0.75% | -0.55% | +7.48% | |
| 34 | ALG | Alamo Group Inc | 股票-其他 | 0.74% | -0.56% | EXIT | |
| 35 | AEIS | Advanced Energy Industries | 股票-工業 | 0.74% | -0.51% | EXIT | |
| 36 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.74% | -0.12% | +0.88% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.73% | -0.11% | +30.92% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.72% | +0.07% | +2.21% | |
| 39 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.71% | +0.03% | +3.50% | |
| 40 | ESE | Esco Technologies Inc | 股票-科技 | 0.70% | -0.03% | +0.68% | |
| 41 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.70% | +0.06% | +2.12% | |
| 42 | AEP | American Electric Power | 股票-公用事業 | 0.67% | -0.21% | +2.11% | |
| 43 | ITW | Illinois Tool Works | 股票-工業 | 0.66% | -0.08% | +83.66% | |
| 44 | PAYX | Paychex Inc | 股票-科技 | 0.66% | +0.16% | +31.89% | |
| 45 | PRU | Prudential Financial Inc | 股票-金融 | 0.66% | -0.02% | +2.07% | |
| 46 | MCHP | Microchip Technology Inc | 股票-科技 | 0.66% | +0.02% | +22.64% | |
| 47 | RRX | Regal Rexnord CORP | 股票-工業 | 0.65% | +0.14% | +25.52% | |
| 48 | AEE | Ameren Corporation | 股票-公用事業 | 0.65% | +0.08% | +5.07% | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.64% | -0.06% | +2.16% | |
| 50 | WRB | Wr Berkley CORP | 股票-金融 | 0.64% | +0.01% | +5.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LFUS | Littelfuse Inc | +0.7% | +131.83% | 加碼 |
| 2 | WHD | Cactus Inc - A | +0.6% | NEW | 新建倉 |
| 3 | SHOO | Steven Madden LTD | +0.5% | NEW | 新建倉 |
| 4 | YETI | Yeti Holdings Inc | +0.4% | NEW | 新建倉 |
| 5 | EMN | Eastman Chemical Co | +0.4% | NEW | 新建倉 |
| 6 | WCC | Wesco International Inc | +0.4% | NEW | 新建倉 |
| 7 | NEE | Nextera Energy Inc | +0.4% | +764.69% | 加碼 |
| 8 | OMC | Omnicom Group | +0.4% | +118.03% | 加碼 |
| 9 | DOX | Amdocs Limited | +0.3% | +64.60% | 加碼 |
| 10 | ATKR | Atkore Inc | +0.3% | NEW | 新建倉 |
| 11 | ITW | Illinois Tool Works | +0.3% | +83.66% | 加碼 |
| 12 | MCHP | Microchip Technology Inc | +0.3% | +22.64% | 加碼 |
| 13 | SYY | Sysco CORP | +0.3% | +101.19% | 加碼 |
| 14 | UNP | Union Pacific CORP | +0.3% | +54.56% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | +1.46% | 加碼 |
| 16 | VRRM | Verra Mobility CORP | +0.3% | +153.79% | 加碼 |
| 17 | RRX | Regal Rexnord CORP | +0.2% | +25.52% | 加碼 |
| 18 | KWR | Quaker Chemical Corporation | +0.2% | NEW | 新建倉 |
| 19 | DG | Dollar General CORP | +0.2% | +3.96% | 加碼 |
| 20 | BELFB | Bel Fuse Inc-cl B | +0.2% | +7.48% | 加碼 |
| 21 | KMT | Kennametal Inc | +0.2% | +107.14% | 加碼 |
| 22 | COHU | Cohu Inc | +0.2% | +124.64% | 加碼 |
| 23 | PEP | Pepsico Inc | +0.2% | +35.70% | 加碼 |
| 24 | GTES | Gates Industrial Corporation plc | +0.2% | — | 加碼 |
| 25 | VSH | Vishay Intertechnology Inc | +0.2% | +34.48% | 加碼 |
| 26 | LHX | L3harris Technologies Inc | +0.2% | +6.39% | 加碼 |
| 27 | SCL | Stepan Co | +0.2% | +116.26% | 加碼 |
| 28 | WGO | Winnebago Industries | +0.2% | +226.41% | 加碼 |
| 29 | ASTE | Astec Industries Inc | +0.2% | +33.47% | 加碼 |
| 30 | MKSI | Mks Inc | +0.2% | NEW | 新建倉 |
| 31 | PRG | Prog Holdings Inc | +0.2% | +60.52% | 加碼 |
| 32 | LMT | Lockheed Martin CORP | +0.2% | +47.45% | 加碼 |
| 33 | DLR | Digital Realty Trust Inc | +0.2% | +1.51% | 加碼 |
| 34 | HUN | Huntsman CORP | +0.2% | +247.06% | 加碼 |
| 35 | LAD | Lithia Motors Inc | +0.1% | +16.77% | 加碼 |
| 36 | KEYS | Keysight Technologies In | +0.1% | NEW | 新建倉 |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | NEW | 新建倉 |
| 38 | TXN | Texas Instruments Inc | +0.1% | +1.31% | 加碼 |
| 39 | ARW | Arrow Electronics Inc | +0.1% | +4.55% | 加碼 |
| 40 | PAYX | Paychex Inc | +0.1% | +31.89% | 加碼 |
| 41 | ESE | Esco Technologies Inc | +0.1% | +0.68% | 加碼 |
| 42 | KNX | Knight-swift Transportation | +0.1% | +22.36% | 加碼 |
| 43 | BLK | Blackrock Inc | +0.1% | +1.59% | 加碼 |
| 44 | HCSG | Healthcare Services Group | +0.1% | +20.88% | 加碼 |
| 45 | MBUU | Malibu Boats Inc - A | +0.1% | +61.27% | 加碼 |
| 46 | ITT | Itt Inc | +0.1% | — | 加碼 |
| 47 | AMGN | Amgen Inc | +0.1% | +30.92% | 加碼 |
| 48 | SMP | Standard Motor Prods | +0.1% | -1.20% | 減碼 |
| 49 | CM | Can Imperial Bk Of Commerce | +0.1% | +2.45% | 加碼 |
| 50 | TTWO | Take-two Interactive Softwre | +0.1% | +5.07% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dean Investment Associates, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$7.6億，共申報了 204 個公開持股部位。
在 Q2 2025 季度，Dean Investment Associates, LLC 按市值排列的前三大核心持股分別為：JPM (1.6%)、MO (1.4%)、JNJ (1.3%)。其中最大持股部位 JPM 佔據整體投資組合約 1.6% 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
WHD
市值: US$388.6萬
本季最大獲利了結 / 清倉標的
SR
前期市值: US$434.6萬
在 Q2 2025 季度中，Dean Investment Associates, LLC 共進行了 198 項持倉異動，包含新建倉 11 個部位、加碼 115 個部位、減碼 53 個部位以及清倉 19 個部位。 其中最大新建倉標的為 WHD。 本季清倉部位包含 SR。
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。