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
121 檔
47.0%
截至 Q1 2026 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 121 档。
在 Q1 2026，DB Fitzpatrick & Co, Inc 操作展现出积极扩展与加仓意向。本季共新建仓 13 个新仓位，并对 50 个既有持股进行加仓（合计增持 63 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, , VTHR 等）合计占整体申报市值的 47.0%，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 | 36.57% | -0.98% | +6.73% | |
| 2 | ✓ | 股票-其他 | 3.57% | — | +3.97% | ||
| 3 | VTHR | Vanguard Russell 3000 | ETF-其他 | 3.57% | +0.06% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.46% | +0.45% | +4.34% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.58% | +0.22% | +7.71% | |
| 6 | PWR | Quanta Services Inc | 股票-工业 | 2.26% | -0.43% | -14.58% | |
| 7 | RSG | Republic Services Inc | 股票-工业 | 2.23% | -0.21% | +3.17% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 1.97% | +0.17% | +2.73% | |
| 9 | DHR | Danaher CORP | 股票-医疗保健 | 1.76% | +0.23% | +27.39% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.63% | -0.10% | +2.44% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.46% | +0.12% | +5.56% | |
| 12 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.44% | -0.10% | +2.07% | |
| 13 | ✓ | 股票-其他 | 1.42% | — | +0.87% | ||
| 14 | GRMN | Garmin Ltd. | 股票-科技 | 1.42% | -0.19% | — | |
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 1.42% | +0.11% | +22.12% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.59% | -4.91% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.36% | -0.04% | +2.00% | |
| 18 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.36% | +0.20% | +24.35% | |
| 19 | BA | Boeing Co/the | 股票-工业 | 1.33% | +0.01% | -1.16% | |
| 20 | ✓ | 股票-其他 | 1.33% | — | +52.40% | ||
| 21 | CRM | Salesforce Inc | 股票-科技 | 1.33% | -0.57% | — | |
| 22 | XYZ | Block Inc | 股票-金融 | 1.33% | +0.23% | +39.21% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 1.33% | -0.82% | +82.10% | |
| 24 | ✓ | 股票-其他 | 1.28% | — | +2.50% | ||
| 25 | FTNT | Fortinet Inc | 股票-科技 | 1.28% | -0.35% | — | |
| 26 | ✓ | 股票-其他 | 1.26% | — | +2.29% | ||
| 27 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.26% | +0.06% | — | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.22% | +0.52% | +11.80% | |
| 29 | ✓ | 股票-其他 | 1.21% | — | +5.19% | ||
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 1.21% | +0.13% | — | |
| 31 | HUBB | Hubbell Inc | 股票-工业 | 1.18% | — | -31.88% | |
| 32 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.17% | +0.06% | +27.27% | |
| 33 | MSCI | Msci Inc | 股票-金融 | 1.17% | -0.05% | +2.52% | |
| 34 | VLTO | Veralto CORP | 股票-工业 | 1.15% | -1.15% | +2.19% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 1.15% | -0.05% | +2.29% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | +0.44% | +2.68% | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.13% | +0.28% | +4619.54% | |
| 38 | SNPS | Synopsys Inc | 股票-科技 | 1.10% | -0.21% | +4.73% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 1.07% | -0.24% | -0.77% | |
| 40 | DE | Deere & Co | 股票-工业 | 1.05% | +0.06% | -35.49% | |
| 41 | WM | Waste Management Inc | 股票-工业 | 1.01% | +0.47% | — | |
| 42 | AFL | Aflac Inc | 股票-金融 | 1.00% | — | +3.35% | |
| 43 | ✓ | 股票-其他 | 0.97% | — | -22.67% | ||
| 44 | FN | Fabrinet | 股票-科技 | 0.97% | -0.97% | EXIT | |
| 45 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.97% | +0.10% | — | |
| 46 | GLW | Corning Inc | 股票-科技 | 0.92% | -0.92% | EXIT | |
| 47 | ECL | Ecolab Inc | 股票-原材料 | 0.91% | -0.02% | +3.21% | |
| 48 | ADSK | Autodesk Inc | 股票-科技 | 0.71% | -0.10% | +3.40% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.65% | +0.12% | +26.72% | |
| 50 | ✓ | 股票-其他 | 0.62% | — | -1.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +1.1% | +4619.54% | 加仓 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.8% | +6.73% | 加仓 |
| 3 | CVX | Chevron CORP | +0.3% | -4.91% | 减仓 |
| 4 | SBUX | Starbucks CORP | +0.3% | +27.27% | 加仓 |
| 5 | XYZ | Block Inc | +0.3% | +39.21% | 加仓 |
| 6 | APD | Air Products & Chemicals Inc | +0.2% | +2.07% | 加仓 |
| 7 | LMT | Lockheed Martin CORP | +0.2% | -0.77% | 减仓 |
| 8 | INTU | Intuit Inc | +0.2% | +82.10% | 加仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | +7.71% | 加仓 |
| 10 | PWR | Quanta Services Inc | +0.2% | -14.58% | 减仓 |
| 11 | ✓ | +0.2% | +5.19% | 加仓 | |
| 12 | ✓ | +0.1% | +0.87% | 加仓 | |
| 13 | SYK | Stryker CORP | +0.1% | +22.12% | 加仓 |
| 14 | VGSH | Vanguard Short-term Treasury | +0.1% | +26.72% | 加仓 |
| 15 | AMGN | Amgen Inc | +0.1% | +2.29% | 加仓 |
| 16 | ✓ | +0.1% | +99.46% | 加仓 | |
| 17 | RSG | Republic Services Inc | +0.1% | +3.17% | 加仓 |
| 18 | ✓ | 0% | +52.40% | 加仓 | |
| 19 | VTV | Vanguard Value ETF | 0% | +9.53% | 加仓 |
| 20 | DHR | Danaher CORP | 0% | +27.39% | 加仓 |
| 21 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.56% | 加仓 |
| 22 | CB | Chubb Limited | 0% | +2.00% | 加仓 |
| 23 | VTWO | Vanguard Russell 2000 ETF | 0% | +7.68% | 加仓 |
| 24 | ✓ | 0% | +2.50% | 加仓 | |
| 25 | GLW | Corning Inc | 0% | -31.56% | 减仓 |
| 26 | ECL | Ecolab Inc | 0% | +3.21% | 加仓 |
| 27 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 28 | ELV | Elevance Health Inc | — | +24.35% | 加仓 |
| 29 | AWK | American Water Works Co Inc | — | +325.00% | 加仓 |
| 30 | ✓ | — | — | 不变 | |
| 31 | ED | Consolidated Edison Inc | — | — | 不变 |
| 32 | HSBC | Hsbc Holdings Plc-spons Adr | — | -25.00% | 减仓 |
| 33 | ✓ | — | — | 不变 | |
| 34 | IWD | Ishares Russell 1000 Value E | — | -3.01% | 减仓 |
| 35 | MU | Micron Technology Inc | — | -57.14% | 减仓 |
| 36 | NFLX | Netflix Inc | — | +190.00% | 加仓 |
| 37 | SCHF | Schwab Intl Equity ETF | — | +38.56% | 加仓 |
| 38 | ROKU | Roku Inc | — | -27.03% | 减仓 |
| 39 | ✓ | — | — | 不变 | |
| 40 | SCHK | Schwab 1000 Index ETF | — | +23.56% | 加仓 |
| 41 | INTC | Intel CORP | — | — | 不变 |
| 42 | SCHX | Schwab US Large-cap ETF | — | +23.40% | 加仓 |
| 43 | ORCL | Oracle CORP | — | +180.00% | 加仓 |
| 44 | SCHG | Schwab US Large-cap Growth | — | +32.62% | 加仓 |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | -42.86% | 减仓 |
| 46 | IVV | Ishares Core S&p 500 ETF | — | — | 不变 |
| 47 | OPEN | Opendoor Technologies Inc | — | +5.33% | 加仓 |
| 48 | ACWI | Ishares Msci Acwi ETF | — | — | 不变 |
| 49 | SOLV | Solventum CORP | — | — | 不变 |
| 50 | CRWV | Coreweave Inc-cl A | — | +22.73% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，DB Fitzpatrick & Co, Inc 在 Q1 2026 季度的美股持仓总市值约为 US$1.2亿，共申报了 121 个公开持股仓位。
在 Q1 2026 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分别为：AGG (36.6%)、 (3.6%)、VTHR (3.6%)。其中最大持股仓位 AGG 占据整体投资组合约 36.6% 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
WM
市值: US$118.1万
本季最大获利了结 / 清仓标的
BP
前期市值: US$92.0万
在 Q1 2026 季度中，DB Fitzpatrick & Co, Inc 共进行了 93 项持仓异动，包含新建仓 13 个仓位、加仓 50 个仓位、减仓 23 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 WM。 本季清仓仓位包含 BP。
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。
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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。