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
101 檔
42.6%
DB Fitzpatrick & Co, Inc 在 Q2 2025 季度的美股仓位总计估值为 US$1.2亿，分散于 101 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，DB Fitzpatrick & Co, Inc 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 36 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
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 42.6%，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 | 36.20% | -0.98% | +2.05% | |
| 2 | ✓ | 股票-其他 | 3.44% | — | -2.70% | ||
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.99% | +0.45% | +3.19% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 2.10% | +0.17% | -1.29% | |
| 5 | PWR | Quanta Services Inc | 股票-工业 | 2.00% | -0.43% | -2.36% | |
| 6 | RSG | Republic Services Inc | 股票-工业 | 1.98% | -0.21% | -25.30% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.72% | +0.22% | +2.61% | |
| 8 | BA | Boeing Co/the | 股票-工业 | 1.60% | +0.01% | +0.99% | |
| 9 | DE | Deere & Co | 股票-工业 | 1.59% | +0.06% | -3.40% | |
| 10 | HUBB | Hubbell Inc | 股票-工业 | 1.58% | — | +0.60% | |
| 11 | DHR | Danaher CORP | 股票-医疗保健 | 1.53% | +0.23% | +2.59% | |
| 12 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.50% | +0.20% | +1.09% | |
| 13 | TOELY | Tokyo Electron Ltd-unsp Adr | 股票-其他 | 1.46% | — | +0.98% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 1.42% | -0.82% | +0.30% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.40% | -0.10% | +19.98% | |
| 16 | VLTO | Veralto CORP | 股票-工业 | 1.40% | -1.15% | +0.55% | |
| 17 | ✓ | 股票-其他 | 1.37% | — | +19.57% | ||
| 18 | ✓ | 股票-其他 | 1.34% | — | +25.36% | ||
| 19 | GLW | Corning Inc | 股票-科技 | 1.33% | -0.92% | EXIT | |
| 20 | ✓ | 股票-其他 | 1.29% | — | +0.36% | ||
| 21 | XYZ | Block Inc | 股票-金融 | 1.28% | +0.23% | +23.21% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.26% | -0.04% | +0.91% | |
| 23 | SYK | Stryker CORP | 股票-医疗保健 | 1.23% | +0.11% | -1.52% | |
| 24 | ✓ | 股票-其他 | 1.21% | — | -20.00% | ||
| 25 | SNPS | Synopsys Inc | 股票-科技 | 1.21% | -0.21% | +2.63% | |
| 26 | LYSDY | Lynas Rare Earths Ltd-sp Adr | 股票-其他 | 1.19% | — | +0.00% | |
| 27 | ✓ | 股票-其他 | 1.13% | — | +1.79% | ||
| 28 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.59% | +1.49% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.10% | +0.12% | +1.33% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.04% | -0.45% | EXIT | |
| 31 | LHX | L3harris Technologies Inc | 股票-工业 | 0.99% | — | +0.95% | |
| 32 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 0.98% | — | -26.74% | |
| 33 | AFL | Aflac Inc | 股票-金融 | 0.98% | — | -1.84% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.97% | -0.10% | +0.99% | |
| 35 | CMI | Cummins Inc | 股票-工业 | 0.94% | +0.11% | +2.33% | |
| 36 | AMGN | Amgen Inc | 股票-医疗保健 | 0.94% | -0.05% | +1.20% | |
| 37 | ECL | Ecolab Inc | 股票-原材料 | 0.94% | -0.02% | +0.43% | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.89% | +0.06% | — | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.88% | — | +0.87% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.88% | -0.24% | -1.25% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.80% | +0.12% | +15.39% | |
| 42 | MAS | Masco CORP | 股票-工业 | 0.80% | — | +4.92% | |
| 43 | ✓ | 股票-其他 | 0.78% | — | +2.18% | ||
| 44 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.66% | +0.52% | +6.83% | |
| 45 | ✓ | 股票-其他 | 0.60% | — | +0.20% | ||
| 46 | ✓ | 股票-其他 | 0.60% | — | -0.97% | ||
| 47 | SAABY | Saab Ab-unspr Adr | 股票-其他 | 0.54% | — | +0.91% | |
| 48 | ✓ | 股票-其他 | 0.53% | — | +17.21% | ||
| 49 | ADSK | Autodesk Inc | 股票-科技 | 0.53% | -0.10% | +3.12% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | -1.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +25215.38% | 加仓 |
| 2 | SBUX | Starbucks CORP | +0.9% | NEW | 新建仓 |
| 3 | PWR | Quanta Services Inc | +0.5% | -2.36% | 减仓 |
| 4 | ✓ | +0.5% | +25.36% | 加仓 | |
| 5 | BP | Bp Plc-spons Adr | +0.4% | NEW | 新建仓 |
| 6 | XYZ | Block Inc | +0.4% | +23.21% | 加仓 |
| 7 | TOELY | Tokyo Electron Ltd-unsp Adr | +0.4% | +0.98% | 加仓 |
| 8 | ✓ | +0.3% | +1.79% | 加仓 | |
| 9 | ✓ | +0.3% | +19.57% | 加仓 | |
| 10 | INTU | Intuit Inc | +0.2% | +0.30% | 加仓 |
| 11 | BA | Boeing Co/the | +0.2% | +0.99% | 加仓 |
| 12 | HUBB | Hubbell Inc | +0.2% | +0.60% | 加仓 |
| 13 | ✓ | +0.2% | +17.21% | 加仓 | |
| 14 | ✓ | +0.2% | -0.97% | 减仓 | |
| 15 | LYSDY | Lynas Rare Earths Ltd-sp Adr | +0.2% | +0.00% | 加仓 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.2% | +3.19% | 加仓 |
| 17 | SNPS | Synopsys Inc | +0.2% | +2.63% | 加仓 |
| 18 | SAABY | Saab Ab-unspr Adr | +0.1% | +0.91% | 加仓 |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.61% | 加仓 |
| 20 | LHX | L3harris Technologies Inc | +0.1% | +0.95% | 加仓 |
| 21 | GLW | Corning Inc | +0.1% | +0.83% | 加仓 |
| 22 | ADSK | Autodesk Inc | +0.1% | +3.12% | 加仓 |
| 23 | VGSH | Vanguard Short-term Treasury | +0.1% | +15.39% | 加仓 |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.33% | 加仓 |
| 25 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +2.68% | 加仓 |
| 26 | ✓ | 0% | +0.36% | 加仓 | |
| 27 | VTWO | Vanguard Russell 2000 ETF | 0% | +5.80% | 加仓 |
| 28 | ✓ | 0% | -2.70% | 减仓 | |
| 29 | RNMBY | Rheinmetall Ag-unsp Adr | 0% | -26.74% | 减仓 |
| 30 | VT | Vanguard Tot World Stk ETF | 0% | +0.17% | 加仓 |
| 31 | ECL | Ecolab Inc | — | +0.43% | 加仓 |
| 32 | EFA | Ishares Msci Eafe ETF | — | -1.48% | 减仓 |
| 33 | CMI | Cummins Inc | 0% | +2.33% | 加仓 |
| 34 | SYK | Stryker CORP | 0% | -1.52% | 减仓 |
| 35 | DE | Deere & Co | 0% | -3.40% | 减仓 |
| 36 | VLTO | Veralto CORP | 0% | +0.55% | 加仓 |
| 37 | ✓ | -0.1% | +0.20% | 加仓 | |
| 38 | APD | Air Products & Chemicals Inc | -0.1% | +0.99% | 加仓 |
| 39 | CB | Chubb Limited | -0.1% | +0.91% | 加仓 |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | +0.87% | 加仓 |
| 41 | AFL | Aflac Inc | -0.2% | -1.84% | 减仓 |
| 42 | AMGN | Amgen Inc | -0.2% | +1.20% | 加仓 |
| 43 | CVX | Chevron CORP | -0.3% | +1.49% | 加仓 |
| 44 | ✓ | -0.3% | -20.00% | 减仓 | |
| 45 | ELV | Elevance Health Inc | -0.3% | +1.09% | 加仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.5% | +6.83% | 加仓 |
| 47 | RSG | Republic Services Inc | -0.8% | -25.30% | 减仓 |
| 48 | UNP | Union Pacific CORP | -0.8% | -98.39% | 减仓 |
| 49 | FCN | Fti Consulting Inc | -1% | EXIT | 清仓 |
| 50 | AGG | Ishares Core U.s. Aggregate | -1.7% | +2.05% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，DB Fitzpatrick & Co, Inc 在 Q2 2025 季度的美股持仓总市值约为 US$1.2亿，共申报了 101 个公开持股仓位。
在 Q2 2025 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分别为：AGG (36.2%)、 (3.4%)、VOO (3.0%)。其中最大持股仓位 AGG 占据整体投资组合约 36.2% 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
SBUX
市值: US$100.7万
本季最大获利了结 / 清仓标的
FCN
前期市值: US$105.9万
在 Q2 2025 季度中，DB Fitzpatrick & Co, Inc 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 36 个仓位、减仓 11 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 SBUX。 本季清仓仓位包含 FCN。
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。