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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001885767
申报总市值
US$1.2亿
US$1.2亿
99 檔
43.0%
Q3 2025 季度申报显示，DB Fitzpatrick & Co, Inc 披露的美股组合总市值为 US$1.2亿，涵盖 99 个不同之权益投资仓位。
DB Fitzpatrick & Co, Inc 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 20 档持股的同时，亦同步清仓 8 档并减仓 19 档标的。
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 43.0%，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 | 36.77% | -0.98% | -1.35% | |
| 2 | ✓ | 股票-其他 | 3.66% | — | -3.14% | ||
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.41% | +0.45% | +4.17% | |
| 4 | PWR | Quanta Services Inc | 股票-工业 | 2.17% | -0.43% | -2.50% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 2.13% | +0.17% | -2.06% | |
| 6 | GLW | Corning Inc | 股票-科技 | 2.06% | -0.92% | EXIT | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.93% | +0.22% | +4.72% | |
| 8 | RSG | Republic Services Inc | 股票-工业 | 1.85% | -0.21% | -1.73% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.68% | -0.10% | -1.69% | |
| 10 | HUBB | Hubbell Inc | 股票-工业 | 1.65% | — | -2.41% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.64% | +0.52% | +120.22% | |
| 12 | BA | Boeing Co/the | 股票-工业 | 1.62% | +0.01% | -3.10% | |
| 13 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.57% | +0.20% | +23.62% | |
| 14 | DHR | Danaher CORP | 股票-医疗保健 | 1.54% | +0.23% | -1.93% | |
| 15 | VLTO | Veralto CORP | 股票-工业 | 1.46% | -1.15% | -3.17% | |
| 16 | DE | Deere & Co | 股票-工业 | 1.43% | +0.06% | -1.90% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.42% | -0.45% | EXIT | |
| 18 | ✓ | 股票-其他 | 1.40% | — | -1.94% | ||
| 19 | ✓ | 股票-其他 | 1.36% | — | +39.36% | ||
| 20 | XYZ | Block Inc | 股票-金融 | 1.34% | +0.23% | -3.26% | |
| 21 | ✓ | 股票-其他 | 1.27% | — | -2.06% | ||
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.23% | +0.12% | +0.76% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 1.23% | -0.82% | -1.97% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.22% | -0.04% | -1.97% | |
| 25 | CMI | Cummins Inc | 股票-工业 | 1.21% | +0.11% | -2.31% | |
| 26 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.21% | -0.10% | +26.79% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.20% | -0.59% | -2.26% | |
| 28 | ✓ | 股票-其他 | 1.18% | — | +70.77% | ||
| 29 | SNPS | Synopsys Inc | 股票-科技 | 1.16% | -0.21% | -1.81% | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.15% | +0.06% | +36.35% | |
| 31 | SYK | Stryker CORP | 股票-医疗保健 | 1.14% | +0.11% | -2.71% | |
| 32 | AFL | Aflac Inc | 股票-金融 | 1.04% | — | -1.77% | |
| 33 | ADSK | Autodesk Inc | 股票-科技 | 0.97% | -0.10% | +75.96% | |
| 34 | ECL | Ecolab Inc | 股票-原材料 | 0.96% | -0.02% | -1.65% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 0.95% | -0.05% | -2.32% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.94% | -0.24% | -1.83% | |
| 37 | ✓ | 股票-其他 | 0.94% | — | -34.02% | ||
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.91% | +0.12% | +11.60% | |
| 39 | MAS | Masco CORP | 股票-工业 | 0.87% | — | -1.66% | |
| 40 | BP | Bp Plc-spons Adr | 股票-能源 | 0.83% | — | +78.65% | |
| 41 | MSCI | Msci Inc | 股票-金融 | 0.82% | -0.05% | — | |
| 42 | ✓ | 股票-其他 | 0.72% | — | -1.79% | ||
| 43 | ✓ | 股票-其他 | 0.63% | — | -1.57% | ||
| 44 | ✓ | 股票-其他 | 0.51% | — | -1.68% | ||
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | -5.52% | |
| 46 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.47% | +0.11% | +6.55% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.44% | +0.06% | +0.03% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | +0.07% | +8.44% | |
| 49 | ✓ | Sentinelone Inc Cl A | 股票-其他 | 0.39% | — | -1.62% | |
| 50 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.31% | +0.08% | +8.50% |
| # | 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 | +1.4% | -2.20% | 加仓 |
| 2 | GLW | Corning Inc | +0.8% | -2.70% | 减仓 |
| 3 | PWR | Quanta Services Inc | +0.7% | -2.50% | 减仓 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +4.17% | 加仓 |
| 5 | UNH | Unitedhealth Group Inc | +0.5% | +120.22% | 加仓 |
| 6 | ✓ | +0.5% | -1.94% | 加仓 | |
| 7 | ADSK | Autodesk Inc | +0.5% | +75.96% | 加仓 |
| 8 | XYZ | Block Inc | +0.5% | -3.26% | 加仓 |
| 9 | ✓ | +0.4% | +70.77% | 加仓 | |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.3% | +4.72% | 加仓 |
| 11 | ✓ | +0.3% | -1.79% | 减仓 | |
| 12 | HUBB | Hubbell Inc | +0.3% | -2.41% | 减仓 |
| 13 | CMI | Cummins Inc | +0.3% | -2.31% | 减仓 |
| 14 | BA | Boeing Co/the | +0.2% | -3.10% | 减仓 |
| 15 | ✓ | +0.2% | -3.14% | 减仓 | |
| 16 | ✓ | +0.2% | -1.68% | 加仓 | |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +0.76% | 加仓 |
| 18 | VGSH | Vanguard Short-term Treasury | +0.2% | +11.60% | 加仓 |
| 19 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.69% | 加仓 |
| 20 | APD | Air Products & Chemicals Inc | +0.1% | +26.79% | 加仓 |
| 21 | ✓ | +0.1% | -34.02% | 减仓 | |
| 22 | SNPS | Synopsys Inc | +0.1% | -1.81% | 加仓 |
| 23 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +6.55% | 加仓 |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +8.50% | 加仓 |
| 25 | INTU | Intuit Inc | +0.1% | -1.97% | 减仓 |
| 26 | VT | Vanguard Tot World Stk ETF | +0.1% | +0.03% | 加仓 |
| 27 | VTV | Vanguard Value ETF | +0.1% | +8.44% | 加仓 |
| 28 | VLTO | Veralto CORP | 0% | -3.17% | 减仓 |
| 29 | LMT | Lockheed Martin CORP | 0% | -1.83% | 减仓 |
| 30 | ✓ | — | -2.06% | 减仓 | |
| 31 | BSV | Vanguard Short-term Bond ETF | -0.1% | -61.04% | 减仓 |
| 32 | AMGN | Amgen Inc | -0.2% | -2.32% | 减仓 |
| 33 | CVX | Chevron CORP | -0.2% | -2.26% | 减仓 |
| 34 | CB | Chubb Limited | -0.2% | -1.97% | 减仓 |
| 35 | DE | Deere & Co | -0.2% | -1.90% | 减仓 |
| 36 | ELV | Elevance Health Inc | -0.2% | +23.62% | 加仓 |
| 37 | UNP | Union Pacific CORP | -0.8% | — | 减仓 |
| 38 | RSG | Republic Services Inc | -1% | -1.73% | 减仓 |
| 39 | AGG | Ishares Core U.s. Aggregate | -1.1% | -1.35% | 加仓 |
| 40 | SBUX | Starbucks CORP | — | NEW | 新建仓 |
| 41 | TOELY | Tokyo Electron Ltd-unsp Adr | — | EXIT | 清仓 |
| 42 | ✓ | — | EXIT | 清仓 | |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | 清仓 |
| 44 | FCN | Fti Consulting Inc | — | EXIT | 清仓 |
| 45 | LYSDY | Lynas Rare Earths Ltd-sp Adr | — | EXIT | 清仓 |
| 46 | RNMBY | Rheinmetall Ag-unsp Adr | — | EXIT | 清仓 |
| 47 | BP | Bp Plc-spons Adr | — | NEW | 新建仓 |
| 48 | LHX | L3harris Technologies Inc | — | EXIT | 清仓 |
| 49 | MSCI | Msci Inc | — | NEW | 新建仓 |
| 50 | SAABY | Saab Ab-unspr Adr | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，DB Fitzpatrick & Co, Inc 在 Q3 2025 季度的美股持仓总市值约为 US$1.2亿，共申报了 99 个公开持股仓位。
在 Q3 2025 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分别为：AGG (36.8%)、 (3.7%)、VOO (3.4%)。其中最大持股仓位 AGG 占据整体投资组合约 36.8% 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$126.7万
本季最大获利了结 / 清仓标的
TOELY
前期市值: US$116.2万
在 Q3 2025 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 20 个仓位、减仓 19 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 SBUX。 本季清仓仓位包含 TOELY。
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。