13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001885767
申報總市值
US$1.2億
US$1.2億
86 檔
39.6%
在 Q3 2024 的 13F 官方備案中，DB Fitzpatrick & Co, Inc 管理的美股投資組合規模來到 US$1.2億，整體持股檔數為 86 檔。
觀察 Q3 2024 的資金脈絡，DB Fitzpatrick & Co, Inc 在獲利結算 5 檔個股的同時，將資本重新部署至 2 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，DB Fitzpatrick & Co, Inc 的前 5 大核心持股（包含 AGG, , VOO 等）合計佔整體申報市值的 39.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 32.14% | -0.98% | +0.67% | |
| 2 | ✓ | 股票-其他 | 3.65% | — | -8.32% | ||
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.51% | +0.45% | +5.55% | |
| 4 | RSG | Republic Services Inc | 股票-工業 | 2.47% | -0.21% | -1.16% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.19% | +0.12% | +24.52% | |
| 6 | DHR | Danaher CORP | 股票-醫療保健 | 2.03% | +0.23% | -1.21% | |
| 7 | DE | Deere & Co | 股票-工業 | 1.90% | +0.06% | -0.38% | |
| 8 | HUBB | Hubbell Inc | 股票-工業 | 1.86% | — | +10.24% | |
| 9 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.84% | +0.20% | +8.18% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.82% | -0.10% | -1.35% | |
| 11 | UNP | Union Pacific CORP | 股票-工業 | 1.74% | — | EXIT | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 1.65% | +0.17% | +0.89% | |
| 13 | PWR | Quanta Services Inc | 股票-工業 | 1.65% | -0.43% | +2.89% | |
| 14 | ✓ | 股票-其他 | 1.55% | — | +25.52% | ||
| 15 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.52% | -0.10% | -10.76% | |
| 16 | CMI | Cummins Inc | 股票-工業 | 1.50% | +0.11% | +25.46% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.48% | -0.04% | -1.88% | |
| 18 | ADSK | Autodesk Inc | 股票-科技 | 1.46% | -0.10% | -0.63% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.35% | -0.24% | -2.95% | |
| 20 | TOELY | Tokyo Electron Ltd-unsp Adr | 股票-其他 | 1.33% | — | +338.50% | |
| 21 | ACHC | Acadia Healthcare Co Inc | 股票-其他 | 1.33% | — | -0.46% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.31% | +0.22% | -1.98% | |
| 23 | ✓ | 股票-其他 | 1.30% | — | -0.14% | ||
| 24 | BA | Boeing Co/the | 股票-工業 | 1.29% | +0.01% | +13.08% | |
| 25 | LYSDY | Lynas Rare Earths Ltd-sp Adr | 股票-其他 | 1.29% | — | -1.05% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 1.29% | -0.82% | -1.38% | |
| 27 | AFL | Aflac Inc | 股票-金融 | 1.28% | — | -1.34% | |
| 28 | GLW | Corning Inc | 股票-科技 | 1.27% | -0.92% | EXIT | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.59% | -0.22% | |
| 30 | ✓ | 股票-其他 | 1.22% | — | -0.29% | ||
| 31 | ✓ | 股票-其他 | 1.22% | — | +0.32% | ||
| 32 | AMGN | Amgen Inc | 股票-醫療保健 | 1.21% | -0.05% | -0.56% | |
| 33 | MAS | Masco CORP | 股票-工業 | 1.21% | — | +36.99% | |
| 34 | FCN | Fti Consulting Inc | 股票-工業 | 1.20% | — | +1.53% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 1.10% | +0.11% | +50.65% | |
| 36 | SNPS | Synopsys Inc | 股票-科技 | 1.09% | -0.21% | -1.52% | |
| 37 | ✓ | 股票-其他 | 1.07% | — | +711.49% | ||
| 38 | LHX | L3harris Technologies Inc | 股票-工業 | 1.05% | — | -0.24% | |
| 39 | ECL | Ecolab Inc | 股票-原物料 | 1.04% | -0.02% | -14.26% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.02% | +0.12% | +4.40% | |
| 41 | XYZ | Block Inc | 股票-金融 | 1.02% | +0.23% | -0.47% | |
| 42 | ✓ | 股票-其他 | 1.01% | — | -0.53% | ||
| 43 | VLTO | Veralto CORP | 股票-工業 | 0.93% | -1.15% | +51.81% | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.91% | — | -19.37% | |
| 45 | ✓ | 股票-其他 | 0.82% | — | -0.09% | ||
| 46 | ✓ | Sentinelone Inc Cl A | 股票-其他 | 0.56% | — | — | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | — | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.37% | +0.06% | -10.67% | |
| 49 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.27% | +0.11% | +48.37% | |
| 50 | ✓ | 股票-其他 | 0.27% | — | +36000.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.3% | NEW | 新建倉 |
| 2 | TOELY | Tokyo Electron Ltd-unsp Adr | +0.9% | +338.50% | 加碼 |
| 3 | ✓ | Sentinelone Inc Cl A | +0.6% | NEW | 新建倉 |
| 4 | ✓ | +0.5% | +25.52% | 加碼 | |
| 5 | MAS | Masco CORP | +0.5% | +36.99% | 加碼 |
| 6 | CMI | Cummins Inc | +0.4% | +25.46% | 加碼 |
| 7 | SYK | Stryker CORP | +0.4% | +50.65% | 加碼 |
| 8 | VLTO | Veralto CORP | +0.4% | +51.81% | 加碼 |
| 9 | VGSH | Vanguard Short-term Treasury | +0.4% | +24.52% | 加碼 |
| 10 | HUBB | Hubbell Inc | +0.3% | +10.24% | 加碼 |
| 11 | LYSDY | Lynas Rare Earths Ltd-sp Adr | +0.3% | -1.05% | 減碼 |
| 12 | ✓ | +0.3% | +36000.00% | 加碼 | |
| 13 | PWR | Quanta Services Inc | +0.2% | +2.89% | 加碼 |
| 14 | AFL | Aflac Inc | +0.2% | -1.34% | 減碼 |
| 15 | LMT | Lockheed Martin CORP | +0.2% | -2.95% | 減碼 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.55% | 加碼 |
| 17 | DE | Deere & Co | +0.1% | -0.38% | 減碼 |
| 18 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +48.37% | 加碼 |
| 19 | DHR | Danaher CORP | +0.1% | -1.21% | 減碼 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.35% | 減碼 |
| 21 | CB | Chubb Limited | +0.1% | -1.88% | 減碼 |
| 22 | VTV | Vanguard Value ETF | +0.1% | +33.43% | 加碼 |
| 23 | ADSK | Autodesk Inc | +0.1% | -0.63% | 減碼 |
| 24 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +4.40% | 加碼 |
| 25 | ✓ | +0.1% | -0.14% | 減碼 | |
| 26 | UNP | Union Pacific CORP | 0% | -1.10% | 減碼 |
| 27 | FCN | Fti Consulting Inc | 0% | +1.53% | 加碼 |
| 28 | ✓ | 0% | -0.29% | 減碼 | |
| 29 | MBB | Ishares Mbs ETF | 0% | +0.89% | 加碼 |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | -1.98% | 減碼 |
| 31 | ELV | Elevance Health Inc | 0% | +8.18% | 加碼 |
| 32 | TXN | Texas Instruments Inc | -0.1% | -88.80% | 減碼 |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -19.37% | 減碼 |
| 34 | ✓ | -0.1% | -0.09% | 減碼 | |
| 35 | ECL | Ecolab Inc | -0.2% | -14.26% | 減碼 |
| 36 | BA | Boeing Co/the | -0.2% | +13.08% | 加碼 |
| 37 | AGG | Ishares Core U.s. Aggregate | -0.2% | +0.67% | 加碼 |
| 38 | CVX | Chevron CORP | -0.2% | -0.22% | 減碼 |
| 39 | INTU | Intuit Inc | -0.2% | -1.38% | 減碼 |
| 40 | ACHC | Acadia Healthcare Co Inc | -0.2% | -0.46% | 減碼 |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.2% | -48.07% | 減碼 |
| 42 | ✓ | -0.2% | +711.49% | 加碼 | |
| 43 | SNPS | Synopsys Inc | -0.3% | -1.52% | 減碼 |
| 44 | ✓ | -0.3% | -8.32% | 減碼 | |
| 45 | ✓ | -0.6% | +0.32% | 加碼 | |
| 46 | ✓ | -0.7% | EXIT | 清倉 | |
| 47 | SBUX | Starbucks CORP | -0.8% | EXIT | 清倉 |
| 48 | DIS | Walt Disney Co/the | -0.9% | EXIT | 清倉 |
| 49 | EL | Estee Lauder Companies-cl A | -0.9% | EXIT | 清倉 |
| 50 | PHG | Koninklijke Philips Nvr- Ny | -1.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，DB Fitzpatrick & Co, Inc 在 Q3 2024 季度的美股持倉總市值約為 US$1.2億，共申報了 86 個公開持股部位。
在 Q3 2024 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分別為：AGG (32.1%)、 (3.6%)、VOO (2.5%)。其中最大持股部位 AGG 佔據整體投資組合約 32.1% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
GLW
市值: US$144.8萬
本季最大獲利了結 / 清倉標的
PHG
前期市值: US$132.8萬
在 Q3 2024 季度中，DB Fitzpatrick & Co, Inc 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 21 個部位、減碼 22 個部位以及清倉 5 個部位。 其中最大新建倉標的為 GLW。 本季清倉部位包含 PHG。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。