13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001885767
申报总市值
US$1.2亿
US$1.2亿
86 檔
39.2%
截至 Q4 2024 季度末，DB Fitzpatrick & Co, Inc 的美股持仓估值约为 US$1.2亿，全数申报仓位共有 86 档。
在 Q4 2024，DB Fitzpatrick & Co, Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，DB Fitzpatrick & Co, Inc 的前 5 大核心持股（包含 AGG, , VOO 等）合计占整体申报市值的 39.2%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 33.88% | -0.98% | +5.11% | |
| 2 | ✓ | 股票-其他 | 3.37% | — | -13.81% | ||
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.67% | +0.45% | -0.55% | |
| 4 | RSG | Republic Services Inc | 股票-工业 | 2.53% | -0.21% | -2.38% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 2.08% | +0.17% | +25.58% | |
| 6 | DE | Deere & Co | 股票-工业 | 1.96% | +0.06% | -3.05% | |
| 7 | HUBB | Hubbell Inc | 股票-工业 | 1.85% | — | -2.57% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.84% | +0.12% | -18.50% | |
| 9 | ✓ | 股票-其他 | 1.78% | — | -9.73% | ||
| 10 | PWR | Quanta Services Inc | 股票-工业 | 1.78% | -0.43% | -3.06% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.73% | -0.10% | +7.64% | |
| 12 | DHR | Danaher CORP | 股票-医疗保健 | 1.72% | +0.23% | -2.07% | |
| 13 | UNP | Union Pacific CORP | 股票-工业 | 1.63% | — | EXIT | |
| 14 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.57% | +0.20% | +14.40% | |
| 15 | XYZ | Block Inc | 股票-金融 | 1.50% | +0.23% | +11.01% | |
| 16 | BA | Boeing Co/the | 股票-工业 | 1.47% | +0.01% | -6.66% | |
| 17 | VLTO | Veralto CORP | 股票-工业 | 1.41% | -1.15% | +57.99% | |
| 18 | ✓ | 股票-其他 | 1.40% | — | -2.25% | ||
| 19 | CB | Chubb Limited | 股票-金融 | 1.38% | -0.04% | -6.55% | |
| 20 | GLW | Corning Inc | 股票-科技 | 1.38% | -0.92% | EXIT | |
| 21 | INTU | Intuit Inc | 股票-科技 | 1.31% | -0.82% | -4.06% | |
| 22 | SYK | Stryker CORP | 股票-医疗保健 | 1.30% | +0.11% | +13.45% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.59% | -1.89% | |
| 24 | FCN | Fti Consulting Inc | 股票-工业 | 1.27% | — | +19.68% | |
| 25 | ✓ | 股票-其他 | 1.25% | — | -2.29% | ||
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | +0.22% | +0.53% | |
| 27 | TOELY | Tokyo Electron Ltd-unsp Adr | 股票-其他 | 1.24% | — | +4.15% | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.14% | -0.10% | -26.07% | |
| 29 | CMI | Cummins Inc | 股票-工业 | 1.14% | +0.11% | -32.58% | |
| 30 | AFL | Aflac Inc | 股票-金融 | 1.14% | — | -7.71% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 1.09% | -0.24% | -7.26% | |
| 32 | ✓ | 股票-其他 | 1.08% | — | -30.48% | ||
| 33 | SNPS | Synopsys Inc | 股票-科技 | 1.08% | -0.21% | -1.83% | |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.02% | — | +14.79% | |
| 35 | MAS | Masco CORP | 股票-工业 | 0.99% | — | -9.58% | |
| 36 | AMGN | Amgen Inc | 股票-医疗保健 | 0.97% | -0.05% | -5.67% | |
| 37 | ✓ | 股票-其他 | 0.96% | — | -2.28% | ||
| 38 | LHX | L3harris Technologies Inc | 股票-工业 | 0.95% | — | -1.93% | |
| 39 | LYSDY | Lynas Rare Earths Ltd-sp Adr | 股票-其他 | 0.95% | — | -2.71% | |
| 40 | ECL | Ecolab Inc | 股票-原材料 | 0.93% | -0.02% | -6.43% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.92% | +0.12% | -7.28% | |
| 42 | ✓ | 股票-其他 | 0.86% | — | -2.83% | ||
| 43 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 0.83% | — | — | |
| 44 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.77% | +0.52% | — | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.62% | +0.06% | +61.79% | |
| 46 | ✓ | 股票-其他 | 0.58% | — | -61.35% | ||
| 47 | ADSK | Autodesk Inc | 股票-科技 | 0.57% | -0.10% | -65.47% | |
| 48 | ✓ | Sentinelone Inc Cl A | 股票-其他 | 0.54% | — | -1.29% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.42% | — | -20.00% | |
| 50 | SAABY | Saab Ab-unspr Adr | 股票-其他 | 0.36% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.7% | +5.11% | 加仓 |
| 2 | RNMBY | Rheinmetall Ag-unsp Adr | +0.8% | NEW | 新建仓 |
| 3 | UNH | Unitedhealth Group Inc | +0.8% | NEW | 新建仓 |
| 4 | XYZ | Block Inc | +0.5% | +11.01% | 加仓 |
| 5 | VLTO | Veralto CORP | +0.5% | +57.99% | 加仓 |
| 6 | MBB | Ishares Mbs ETF | +0.4% | +25.58% | 加仓 |
| 7 | SAABY | Saab Ab-unspr Adr | +0.4% | NEW | 新建仓 |
| 8 | VT | Vanguard Tot World Stk ETF | +0.3% | +61.79% | 加仓 |
| 9 | ✓ | +0.2% | -9.73% | 减仓 | |
| 10 | SYK | Stryker CORP | +0.2% | +13.45% | 加仓 |
| 11 | ✓ | +0.2% | -2.25% | 减仓 | |
| 12 | BA | Boeing Co/the | +0.2% | -6.66% | 减仓 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.55% | 减仓 |
| 14 | PWR | Quanta Services Inc | +0.1% | -3.06% | 减仓 |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +14.79% | 加仓 |
| 16 | GLW | Corning Inc | +0.1% | -1.68% | 减仓 |
| 17 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +18.02% | 加仓 |
| 18 | RSG | Republic Services Inc | +0.1% | -2.38% | 减仓 |
| 19 | DE | Deere & Co | +0.1% | -3.05% | 减仓 |
| 20 | CVX | Chevron CORP | 0% | -1.89% | 减仓 |
| 21 | INTU | Intuit Inc | 0% | -4.06% | 减仓 |
| 22 | HUBB | Hubbell Inc | 0% | -2.57% | 减仓 |
| 23 | SNPS | Synopsys Inc | 0% | -1.83% | 减仓 |
| 24 | ✓ | Sentinelone Inc Cl A | 0% | -1.29% | 减仓 |
| 25 | ✓ | -0.1% | -2.29% | 减仓 | |
| 26 | ✓ | -0.1% | -2.28% | 减仓 | |
| 27 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.53% | 加仓 |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.1% | +7.64% | 加仓 |
| 29 | TOELY | Tokyo Electron Ltd-unsp Adr | -0.1% | +4.15% | 加仓 |
| 30 | CB | Chubb Limited | -0.1% | -6.55% | 减仓 |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -7.28% | 减仓 |
| 32 | LHX | L3harris Technologies Inc | -0.1% | -1.93% | 减仓 |
| 33 | UNP | Union Pacific CORP | -0.1% | -2.91% | 减仓 |
| 34 | ECL | Ecolab Inc | -0.1% | -6.43% | 减仓 |
| 35 | EFA | Ishares Msci Eafe ETF | -0.1% | -20.00% | 减仓 |
| 36 | AFL | Aflac Inc | -0.1% | -7.71% | 减仓 |
| 37 | ✓ | -0.1% | -30.48% | 减仓 | |
| 38 | MAS | Masco CORP | -0.2% | -9.58% | 减仓 |
| 39 | AMGN | Amgen Inc | -0.2% | -5.67% | 减仓 |
| 40 | LMT | Lockheed Martin CORP | -0.3% | -7.26% | 减仓 |
| 41 | ELV | Elevance Health Inc | -0.3% | +14.40% | 加仓 |
| 42 | ✓ | -0.3% | -13.81% | 减仓 | |
| 43 | DHR | Danaher CORP | -0.3% | -2.07% | 减仓 |
| 44 | LYSDY | Lynas Rare Earths Ltd-sp Adr | -0.3% | -2.71% | 减仓 |
| 45 | VGSH | Vanguard Short-term Treasury | -0.4% | -18.50% | 减仓 |
| 46 | CMI | Cummins Inc | -0.4% | -32.58% | 减仓 |
| 47 | APD | Air Products & Chemicals Inc | -0.4% | -26.07% | 减仓 |
| 48 | ✓ | -0.5% | -61.35% | 减仓 | |
| 49 | ADSK | Autodesk Inc | -0.9% | -65.47% | 减仓 |
| 50 | ACHC | Acadia Healthcare Co Inc | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，DB Fitzpatrick & Co, Inc 在 Q4 2024 季度的美股持仓总市值约为 US$1.2亿，共申报了 86 个公开持股仓位。
在 Q4 2024 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分别为：AGG (33.9%)、 (3.4%)、VOO (2.7%)。其中最大持股仓位 AGG 占据整体投资组合约 33.9% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
RNMBY
市值: US$90.1万
本季最大获利了结 / 清仓标的
ACHC
前期市值: US$152.0万
在 Q4 2024 季度中，DB Fitzpatrick & Co, Inc 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 12 个仓位、减仓 34 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 RNMBY。 本季清仓仓位包含 ACHC。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。