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
100 檔
43.4%
在 Q4 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 100 个公开申报仓位。
在 Q4 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 28 个仓位并完全清仓 5 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 43.4%，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 | 35.79% | -0.98% | -0.66% | |
| 2 | ✓ | 股票-其他 | 3.72% | — | +1.29% | ||
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.61% | +0.45% | +4.91% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.42% | +0.22% | +22.67% | |
| 5 | RSG | Republic Services Inc | 股票-工业 | 2.17% | -0.21% | +29.26% | |
| 6 | PWR | Quanta Services Inc | 股票-工业 | 2.11% | -0.43% | -2.81% | |
| 7 | MBB | Ishares Mbs ETF | ETF-其他 | 2.00% | +0.17% | -4.61% | |
| 8 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.94% | -0.10% | -1.57% | |
| 9 | DHR | Danaher CORP | 股票-医疗保健 | 1.73% | +0.23% | -0.87% | |
| 10 | HUBB | Hubbell Inc | 股票-工业 | 1.62% | — | -3.02% | |
| 11 | BA | Boeing Co/the | 股票-工业 | 1.53% | +0.01% | -4.89% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.43% | +0.12% | +19.03% | |
| 13 | DE | Deere & Co | 股票-工业 | 1.40% | +0.06% | -2.14% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.38% | +0.52% | -10.06% | |
| 15 | ✓ | 股票-其他 | 1.36% | — | -1.00% | ||
| 16 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.36% | +0.20% | -19.00% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.34% | +0.44% | — | |
| 18 | CB | Chubb Limited | 股票-金融 | 1.33% | -0.04% | +0.13% | |
| 19 | VLTO | Veralto CORP | 股票-工业 | 1.32% | -1.15% | -1.51% | |
| 20 | SNPS | Synopsys Inc | 股票-科技 | 1.30% | -0.21% | +19.18% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 1.29% | +0.11% | +21.29% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.29% | +0.06% | +190.16% | |
| 23 | ✓ | 股票-其他 | 1.29% | — | -0.91% | ||
| 24 | ✓ | 股票-其他 | 1.28% | — | — | ||
| 25 | ✓ | 股票-其他 | 1.26% | — | -0.70% | ||
| 26 | MSCI | Msci Inc | 股票-金融 | 1.26% | -0.05% | +53.97% | |
| 27 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.25% | -0.10% | +16.20% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.16% | -0.82% | -1.16% | |
| 29 | ✓ | 股票-其他 | 1.14% | — | -1.19% | ||
| 30 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.59% | -4.07% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 1.08% | -0.05% | +0.16% | |
| 32 | XYZ | Block Inc | 股票-金融 | 1.07% | +0.23% | -9.56% | |
| 33 | ✓ | 股票-其他 | 1.06% | — | -9.25% | ||
| 34 | AFL | Aflac Inc | 股票-金融 | 1.01% | — | +0.80% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | -0.45% | EXIT | |
| 36 | ECL | Ecolab Inc | 股票-原材料 | 0.90% | -0.02% | -0.18% | |
| 37 | GLW | Corning Inc | 股票-科技 | 0.90% | -0.92% | EXIT | |
| 38 | CMI | Cummins Inc | 股票-工业 | 0.90% | +0.11% | -37.73% | |
| 39 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.90% | +0.06% | -20.13% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.89% | -0.24% | -0.62% | |
| 41 | ADSK | Autodesk Inc | 股票-科技 | 0.88% | -0.10% | -0.68% | |
| 42 | BP | Bp Plc-spons Adr | 股票-能源 | 0.82% | — | -1.12% | |
| 43 | MAS | Masco CORP | 股票-工业 | 0.75% | — | -2.52% | |
| 44 | ✓ | 股票-其他 | 0.73% | — | -1.99% | ||
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.57% | +0.11% | +22.61% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.53% | +0.12% | -40.38% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | +0.07% | +25.83% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | -1.52% | |
| 49 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.41% | +0.08% | +32.49% | |
| 50 | ✓ | 股票-其他 | 0.37% | — | -1.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +0.9% | +190.16% | 加仓 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.5% | +22.67% | 加仓 |
| 3 | MSCI | Msci Inc | +0.4% | +53.97% | 加仓 |
| 4 | RSG | Republic Services Inc | +0.3% | +29.26% | 加仓 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.3% | -1.57% | 减仓 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +4.91% | 加仓 |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +19.03% | 加仓 |
| 8 | ✓ | +0.2% | -1.19% | 减仓 | |
| 9 | DHR | Danaher CORP | +0.2% | -0.87% | 减仓 |
| 10 | SYK | Stryker CORP | +0.2% | +21.29% | 加仓 |
| 11 | SNPS | Synopsys Inc | +0.1% | +19.18% | 加仓 |
| 12 | AMGN | Amgen Inc | +0.1% | +0.16% | 加仓 |
| 13 | CB | Chubb Limited | +0.1% | +0.13% | 加仓 |
| 14 | ✓ | +0.1% | -0.91% | 减仓 | |
| 15 | VTV | Vanguard Value ETF | +0.1% | +25.83% | 加仓 |
| 16 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +22.61% | 加仓 |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +32.49% | 加仓 |
| 18 | ✓ | +0.1% | -1.00% | 减仓 | |
| 19 | ✓ | +0.1% | +1.29% | 加仓 | |
| 20 | APD | Air Products & Chemicals Inc | 0% | +16.20% | 加仓 |
| 21 | ✓ | 0% | -1.99% | 减仓 | |
| 22 | LMT | Lockheed Martin CORP | -0.1% | -0.62% | 减仓 |
| 23 | ECL | Ecolab Inc | -0.1% | -0.18% | 减仓 |
| 24 | PWR | Quanta Services Inc | -0.1% | -2.81% | 减仓 |
| 25 | INTU | Intuit Inc | -0.1% | -1.16% | 减仓 |
| 26 | ADSK | Autodesk Inc | -0.1% | -0.68% | 减仓 |
| 27 | BA | Boeing Co/the | -0.1% | -4.89% | 减仓 |
| 28 | CVX | Chevron CORP | -0.1% | -4.07% | 减仓 |
| 29 | ✓ | -0.1% | -0.70% | 减仓 | |
| 30 | MAS | Masco CORP | -0.1% | -2.52% | 减仓 |
| 31 | MBB | Ishares Mbs ETF | -0.1% | -4.61% | 减仓 |
| 32 | ✓ | -0.1% | -1.18% | 减仓 | |
| 33 | VLTO | Veralto CORP | -0.1% | -1.51% | 减仓 |
| 34 | ELV | Elevance Health Inc | -0.2% | -19.00% | 减仓 |
| 35 | SBUX | Starbucks CORP | -0.3% | -20.13% | 减仓 |
| 36 | UNH | Unitedhealth Group Inc | -0.3% | -10.06% | 减仓 |
| 37 | XYZ | Block Inc | -0.3% | -9.56% | 减仓 |
| 38 | CMI | Cummins Inc | -0.3% | -37.73% | 减仓 |
| 39 | ✓ | -0.3% | -9.25% | 减仓 | |
| 40 | VGSH | Vanguard Short-term Treasury | -0.4% | -40.38% | 减仓 |
| 41 | GOOG | Alphabet Inc-cl C | -0.5% | -46.42% | 减仓 |
| 42 | AGG | Ishares Core U.s. Aggregate | -1% | -0.66% | 减仓 |
| 43 | GLW | Corning Inc | -1.2% | -58.45% | 减仓 |
| 44 | V | Visa Inc-class A Shares | — | NEW | 新建仓 |
| 45 | ✓ | — | NEW | 新建仓 | |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | ✓ | Sentinelone Inc Cl A | — | EXIT | 清仓 |
| 48 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 清仓 |
| 49 | UNP | Union Pacific CORP | — | EXIT | 清仓 |
| 50 | TXN | Texas Instruments Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，DB Fitzpatrick & Co, Inc 在 Q4 2025 季度的美股持仓总市值约为 US$1.2亿，共申报了 100 个公开持股仓位。
在 Q4 2025 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分别为：AGG (35.8%)、 (3.7%)、VOO (3.6%)。其中最大持股仓位 AGG 占据整体投资组合约 35.8% 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
V
市值: US$150.3万
本季最大获利了结 / 清仓标的
前期市值: US$69.4万
在 Q4 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 15 个仓位、减仓 28 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 V。 本季清仓仓位包含 。
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。