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
202 檔
6.7%
Q3 2025 季度申報顯示，Dean Investment Associates, LLC 揭露的美股組合總市值為 US$7.6億，涵蓋 202 個不同之權益投資部位。
Q3 2025 的申報記錄反映 Dean Investment Associates, LLC 的板塊替換策略：機構本季推動了 110 筆增持與 89 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 LFUS, XEL, MO）占據了總市值的 6.7%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 202 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 | LFUS | Littelfuse Inc | 股票-科技 | 1.52% | -0.27% | +23.90% | |
| 2 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.48% | -0.12% | +1.15% | |
| 3 | MO | Altria Group Inc | 股票-非循環性消費 | 1.45% | -0.10% | -5.53% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | -0.51% | -8.32% | |
| 5 | OMC | Omnicom Group | 股票-通訊服務 | 1.29% | +0.08% | +45.56% | |
| 6 | ✓ | 股票-其他 | 1.27% | — | +1.42% | ||
| 7 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.60% | -6.74% | |
| 8 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.24% | -0.29% | -1.58% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.02% | -25.40% | |
| 10 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.14% | +0.09% | -1.99% | |
| 11 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.13% | +0.12% | -2.47% | |
| 12 | EOG | Eog Resources Inc | 股票-能源 | 1.01% | -0.26% | +11.09% | |
| 13 | PNC | Pnc Financial Services Group | 股票-金融 | 0.99% | +0.05% | -1.91% | |
| 14 | LHX | L3harris Technologies Inc | 股票-工業 | 0.95% | -0.18% | -10.31% | |
| 15 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.94% | -0.26% | -10.96% | |
| 16 | ✓ | 股票-其他 | 0.94% | — | -1.86% | ||
| 17 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.87% | -0.28% | -1.91% | |
| 18 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.86% | +0.12% | +4.33% | |
| 19 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.85% | -0.12% | -1.93% | |
| 20 | ITW | Illinois Tool Works | 股票-工業 | 0.84% | -0.08% | +25.83% | |
| 21 | AEIS | Advanced Energy Industries | 股票-工業 | 0.82% | -0.51% | EXIT | |
| 22 | AMGN | Amgen Inc | 股票-醫療保健 | 0.81% | -0.11% | +15.39% | |
| 23 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.81% | +0.03% | +27.81% | |
| 24 | LKQ | Lkq CORP | 股票-循環性消費 | 0.81% | -0.30% | +119.18% | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 0.80% | -0.05% | -1.96% | |
| 26 | PFG | Principal Financial Group | 股票-金融 | 0.79% | +0.04% | +31.38% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.79% | -0.03% | -9.85% | |
| 28 | DG | Dollar General CORP | 股票-非循環性消費 | 0.79% | -0.08% | +8.64% | |
| 29 | ESE | Esco Technologies Inc | 股票-科技 | 0.78% | -0.03% | +5.38% | |
| 30 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.78% | +0.06% | -2.07% | |
| 31 | BLK | Blackrock Inc | 股票-金融 | 0.77% | -0.01% | -26.72% | |
| 32 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 0.77% | -0.55% | -25.04% | |
| 33 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.77% | +0.02% | +14.32% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.76% | +0.20% | -1.87% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | +0.07% | -2.01% | |
| 36 | JAZZ | Jazz Pharmaceuticals plc | 股票-醫療保健 | 0.74% | +0.23% | +6.54% | |
| 37 | VC | Visteon CORP | 股票-其他 | 0.72% | — | — | |
| 38 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.72% | -0.04% | +6.54% | |
| 39 | AEE | Ameren Corporation | 股票-公用事業 | 0.72% | +0.08% | +6.59% | |
| 40 | ASTE | Astec Industries Inc | 股票-其他 | 0.71% | -0.07% | EXIT | |
| 41 | DOX | Amdocs Limited | 股票-科技 | 0.70% | -0.08% | -3.98% | |
| 42 | KWR | Quaker Chemical Corporation | 股票-其他 | 0.70% | -0.25% | +156.88% | |
| 43 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.70% | +0.06% | -1.96% | |
| 44 | JOUT | Johnson Outdoors Inc-a | 股票-其他 | 0.69% | -0.01% | +28.04% | |
| 45 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.68% | -0.08% | +6.47% | |
| 46 | WRB | Wr Berkley CORP | 股票-金融 | 0.68% | +0.01% | +6.61% | |
| 47 | AEP | American Electric Power | 股票-公用事業 | 0.68% | -0.21% | -1.99% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | -0.04% | -24.12% | |
| 49 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.66% | -0.05% | -18.61% | |
| 50 | RRX | Regal Rexnord CORP | 股票-工業 | 0.65% | +0.14% | +4.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LFUS | Littelfuse Inc | +1.1% | +23.90% | 加碼 |
| 2 | OMC | Omnicom Group | +0.9% | +45.56% | 加碼 |
| 3 | ITW | Illinois Tool Works | +0.5% | +25.83% | 加碼 |
| 4 | ASTE | Astec Industries Inc | +0.4% | +29.96% | 加碼 |
| 5 | NEE | Nextera Energy Inc | +0.4% | -1.81% | 加碼 |
| 6 | MBUU | Malibu Boats Inc - A | +0.4% | +102.28% | 加碼 |
| 7 | JOUT | Johnson Outdoors Inc-a | +0.4% | +28.04% | 加碼 |
| 8 | VRRM | Verra Mobility CORP | +0.4% | +35.07% | 加碼 |
| 9 | COHU | Cohu Inc | +0.3% | +38.15% | 加碼 |
| 10 | HCSG | Healthcare Services Group | +0.3% | +76.11% | 加碼 |
| 11 | SYY | Sysco CORP | +0.3% | -1.25% | 加碼 |
| 12 | LKQ | Lkq CORP | +0.3% | +119.18% | 加碼 |
| 13 | BWA | Borgwarner Inc | +0.3% | +6.54% | 加碼 |
| 14 | UNP | Union Pacific CORP | +0.3% | -1.96% | 加碼 |
| 15 | ✓ | +0.3% | +6.54% | 加碼 | |
| 16 | RRX | Regal Rexnord CORP | +0.2% | +4.93% | 加碼 |
| 17 | BRC | Brady Corporation - Cl A | +0.2% | +81.72% | 加碼 |
| 18 | LHX | L3harris Technologies Inc | +0.2% | -10.31% | 減碼 |
| 19 | BELFB | Bel Fuse Inc-cl B | +0.2% | -25.04% | 減碼 |
| 20 | PEP | Pepsico Inc | +0.2% | -1.58% | 加碼 |
| 21 | ESE | Esco Technologies Inc | +0.2% | +5.38% | 加碼 |
| 22 | RF | Regions Financial CORP | +0.2% | +20.18% | 加碼 |
| 23 | PRG | Prog Holdings Inc | +0.2% | -1.28% | 加碼 |
| 24 | PHM | Pultegroup Inc | +0.2% | +6.40% | 加碼 |
| 25 | ✓ | +0.2% | +6.54% | 加碼 | |
| 26 | CATY | Cathay General Bancorp | +0.2% | +28.74% | 加碼 |
| 27 | AMGN | Amgen Inc | +0.2% | +15.39% | 加碼 |
| 28 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | +6.54% | 加碼 |
| 29 | DOX | Amdocs Limited | +0.2% | -3.98% | 加碼 |
| 30 | LMT | Lockheed Martin CORP | +0.2% | -1.91% | 加碼 |
| 31 | DG | Dollar General CORP | +0.2% | +8.64% | 加碼 |
| 32 | PFG | Principal Financial Group | +0.2% | +31.38% | 加碼 |
| 33 | ✓ | +0.2% | +216.84% | 加碼 | |
| 34 | BNY | Bank Of New York Mellon CORP | +0.2% | -2.47% | 減碼 |
| 35 | MCHP | Microchip Technology Inc | +0.2% | -8.98% | 加碼 |
| 36 | BKR | Baker Hughes Co | +0.1% | +18.32% | 加碼 |
| 37 | REG | Regency Centers CORP | +0.1% | +19.38% | 加碼 |
| 38 | RJF | Raymond James Financial Inc | +0.1% | +6.51% | 加碼 |
| 39 | AEIS | Advanced Energy Industries | +0.1% | -10.13% | 減碼 |
| 40 | CM | Can Imperial Bk Of Commerce | +0.1% | -1.94% | 加碼 |
| 41 | CBRE | Cbre Group Inc - A | +0.1% | +6.54% | 加碼 |
| 42 | AVB | Avalonbay Communities Inc | +0.1% | +25.84% | 加碼 |
| 43 | ARW | Arrow Electronics Inc | +0.1% | +6.56% | 加碼 |
| 44 | LAD | Lithia Motors Inc | +0.1% | +5.25% | 加碼 |
| 45 | HAS | Hasbro Inc | +0.1% | +6.54% | 加碼 |
| 46 | XEL | Xcel Energy Inc | +0.1% | +1.15% | 減碼 |
| 47 | DLR | Digital Realty Trust Inc | +0.1% | -1.93% | 減碼 |
| 48 | DGX | Quest Diagnostics Inc | +0.1% | +6.60% | 加碼 |
| 49 | USFD | US Foods Holding CORP | +0.1% | +6.47% | 加碼 |
| 50 | KNX | Knight-swift Transportation | +0.1% | +13.51% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dean Investment Associates, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$7.6億，共申報了 202 個公開持股部位。
在 Q3 2025 季度，Dean Investment Associates, LLC 按市值排列的前三大核心持股分別為：LFUS (1.5%)、XEL (1.5%)、MO (1.4%)。其中最大持股部位 LFUS 佔據整體投資組合約 1.5% 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
VC
市值: US$515.8萬
本季最大獲利了結 / 清倉標的
SR
前期市值: US$434.6萬
在 Q3 2025 季度中，Dean Investment Associates, LLC 共進行了 199 項持倉異動，包含新建倉 22 個部位、加碼 88 個部位、減碼 58 個部位以及清倉 31 個部位。 其中最大新建倉標的為 VC。 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。