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
98 檔
41.8%
在 Q1 2025 申报期间，DB Fitzpatrick & Co, Inc（CIK: 0001885767）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.2亿，共持有 98 个公开申报仓位。
在 Q1 2025，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 38 个仓位并完全清仓 0 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 41.8%，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 | 37.91% | -0.98% | +5.96% | |
| 2 | ✓ | 股票-其他 | 3.43% | — | +3.35% | ||
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.80% | +0.45% | +6.57% | |
| 4 | RSG | Republic Services Inc | 股票-工业 | 2.80% | -0.21% | -11.22% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 2.28% | +0.17% | +3.42% | |
| 6 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.78% | +0.20% | -6.74% | |
| 7 | DHR | Danaher CORP | 股票-医疗保健 | 1.66% | +0.23% | +4.60% | |
| 8 | DE | Deere & Co | 股票-工业 | 1.63% | +0.06% | -27.29% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.60% | +0.22% | +16.55% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.54% | -0.10% | -9.95% | |
| 11 | ✓ | 股票-其他 | 1.47% | — | -21.58% | ||
| 12 | PWR | Quanta Services Inc | 股票-工业 | 1.47% | -0.43% | -0.41% | |
| 13 | VLTO | Veralto CORP | 股票-工业 | 1.44% | -1.15% | +3.20% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.39% | -0.04% | -11.21% | |
| 15 | BA | Boeing Co/the | 股票-工业 | 1.38% | +0.01% | -5.83% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.37% | -0.59% | -9.84% | |
| 17 | HUBB | Hubbell Inc | 股票-工业 | 1.36% | — | -10.18% | |
| 18 | ✓ | 股票-其他 | 1.27% | — | -10.14% | ||
| 19 | SYK | Stryker CORP | 股票-医疗保健 | 1.26% | +0.11% | -9.46% | |
| 20 | GLW | Corning Inc | 股票-科技 | 1.23% | -0.92% | EXIT | |
| 21 | INTU | Intuit Inc | 股票-科技 | 1.18% | -0.82% | -10.88% | |
| 22 | AFL | Aflac Inc | 股票-金融 | 1.13% | — | -11.41% | |
| 23 | AMGN | Amgen Inc | 股票-医疗保健 | 1.11% | -0.05% | -7.17% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.11% | +0.52% | +34.32% | |
| 25 | TOELY | Tokyo Electron Ltd-unsp Adr | 股票-其他 | 1.11% | — | -4.81% | |
| 26 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.07% | -0.10% | -10.99% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.06% | +0.12% | +9.01% | |
| 28 | SNPS | Synopsys Inc | 股票-科技 | 1.05% | -0.21% | +7.21% | |
| 29 | ✓ | 股票-其他 | 1.05% | — | -12.05% | ||
| 30 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.02% | — | -10.41% | |
| 31 | FCN | Fti Consulting Inc | 股票-工业 | 1.01% | — | -10.45% | |
| 32 | LYSDY | Lynas Rare Earths Ltd-sp Adr | 股票-其他 | 0.99% | — | -9.48% | |
| 33 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 0.97% | — | -49.74% | |
| 34 | CMI | Cummins Inc | 股票-工业 | 0.95% | +0.11% | -10.99% | |
| 35 | ECL | Ecolab Inc | 股票-原材料 | 0.94% | -0.02% | -9.82% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.92% | -0.24% | -11.44% | |
| 37 | XYZ | Block Inc | 股票-金融 | 0.89% | +0.23% | -10.22% | |
| 38 | MAS | Masco CORP | 股票-工业 | 0.88% | — | -10.33% | |
| 39 | LHX | L3harris Technologies Inc | 股票-工业 | 0.88% | — | -10.37% | |
| 40 | ✓ | 股票-其他 | 0.87% | — | — | ||
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.85% | — | EXIT | |
| 42 | ✓ | 股票-其他 | 0.81% | — | -10.45% | ||
| 43 | ✓ | 股票-其他 | 0.80% | — | -10.52% | ||
| 44 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.74% | +0.12% | -61.52% | |
| 45 | ✓ | 股票-其他 | 0.69% | — | -10.55% | ||
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | — | |
| 47 | ADSK | Autodesk Inc | 股票-科技 | 0.46% | -0.10% | -10.79% | |
| 48 | ✓ | Sentinelone Inc Cl A | 股票-其他 | 0.42% | — | -8.55% | |
| 49 | SAABY | Saab Ab-unspr Adr | 股票-其他 | 0.40% | — | -41.64% | |
| 50 | ✓ | 股票-其他 | 0.39% | — | -9.20% |
| # | 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 | +4% | +5.96% | 加仓 |
| 2 | ✓ | +0.9% | NEW | 新建仓 | |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.4% | +16.55% | 加仓 |
| 4 | UNH | Unitedhealth Group Inc | +0.3% | +34.32% | 加仓 |
| 5 | RSG | Republic Services Inc | +0.3% | -11.22% | 减仓 |
| 6 | ELV | Elevance Health Inc | +0.2% | -6.74% | 减仓 |
| 7 | MBB | Ishares Mbs ETF | +0.2% | +3.42% | 加仓 |
| 8 | RNMBY | Rheinmetall Ag-unsp Adr | +0.1% | -49.74% | 减仓 |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.01% | 加仓 |
| 10 | AMGN | Amgen Inc | +0.1% | -7.17% | 减仓 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.57% | 加仓 |
| 12 | CVX | Chevron CORP | +0.1% | -9.84% | 减仓 |
| 13 | ✓ | +0.1% | +3.35% | 加仓 | |
| 14 | VTV | Vanguard Value ETF | +0.1% | +17.33% | 加仓 |
| 15 | EFA | Ishares Msci Eafe ETF | +0.1% | — | 不变 |
| 16 | SAABY | Saab Ab-unspr Adr | 0% | -41.64% | 减仓 |
| 17 | CB | Chubb Limited | 0% | -11.21% | 减仓 |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | — | -10.41% | 减仓 |
| 19 | AFL | Aflac Inc | 0% | -11.41% | 减仓 |
| 20 | SNPS | Synopsys Inc | 0% | +7.21% | 加仓 |
| 21 | SYK | Stryker CORP | 0% | -9.46% | 减仓 |
| 22 | DHR | Danaher CORP | -0.1% | +4.60% | 加仓 |
| 23 | APD | Air Products & Chemicals Inc | -0.1% | -10.99% | 减仓 |
| 24 | LHX | L3harris Technologies Inc | -0.1% | -10.37% | 减仓 |
| 25 | BSV | Vanguard Short-term Bond ETF | -0.1% | -41.83% | 减仓 |
| 26 | BA | Boeing Co/the | -0.1% | -5.83% | 减仓 |
| 27 | MAS | Masco CORP | -0.1% | -10.33% | 减仓 |
| 28 | ADSK | Autodesk Inc | -0.1% | -10.79% | 减仓 |
| 29 | ✓ | Sentinelone Inc Cl A | -0.1% | -8.55% | 减仓 |
| 30 | INTU | Intuit Inc | -0.1% | -10.88% | 减仓 |
| 31 | ✓ | -0.1% | -10.14% | 减仓 | |
| 32 | TOELY | Tokyo Electron Ltd-unsp Adr | -0.1% | -4.81% | 减仓 |
| 33 | GLW | Corning Inc | -0.2% | -10.04% | 减仓 |
| 34 | ✓ | -0.2% | -10.52% | 减仓 | |
| 35 | LMT | Lockheed Martin CORP | -0.2% | -11.44% | 减仓 |
| 36 | ✓ | -0.2% | -10.55% | 减仓 | |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.2% | -9.95% | 减仓 |
| 38 | CMI | Cummins Inc | -0.2% | -10.99% | 减仓 |
| 39 | ✓ | -0.2% | -9.20% | 减仓 | |
| 40 | ✓ | -0.2% | -12.05% | 减仓 | |
| 41 | VT | Vanguard Tot World Stk ETF | -0.2% | -38.10% | 减仓 |
| 42 | FCN | Fti Consulting Inc | -0.3% | -10.45% | 减仓 |
| 43 | ✓ | -0.3% | -10.45% | 减仓 | |
| 44 | ✓ | -0.3% | -21.58% | 减仓 | |
| 45 | PWR | Quanta Services Inc | -0.3% | -0.41% | 减仓 |
| 46 | DE | Deere & Co | -0.3% | -27.29% | 减仓 |
| 47 | HUBB | Hubbell Inc | -0.5% | -10.18% | 减仓 |
| 48 | XYZ | Block Inc | -0.6% | -10.22% | 减仓 |
| 49 | UNP | Union Pacific CORP | -0.8% | -51.31% | 减仓 |
| 50 | VGSH | Vanguard Short-term Treasury | -1.1% | -61.52% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，DB Fitzpatrick & Co, Inc 在 Q1 2025 季度的美股持仓总市值约为 US$1.2亿，共申报了 98 个公开持股仓位。
在 Q1 2025 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分别为：AGG (37.9%)、 (3.4%)、VOO (2.8%)。其中最大持股仓位 AGG 占据整体投资组合约 37.9% 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
市值: US$91.5万
本季最大获利了结 / 清仓标的
RSG
前期市值: US$275.1万
在 Q1 2025 季度中，DB Fitzpatrick & Co, Inc 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 10 个仓位、减仓 38 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 。
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。