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
39.2%
截至 Q4 2024 季度末，DB Fitzpatrick & Co, Inc 的美股持倉估值約為 US$1.2億，全數申報部位共有 86 檔。
在 Q4 2024，DB Fitzpatrick & Co, Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 34 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，DB Fitzpatrick & Co, Inc 的前 5 大持股（包含 AGG, , VOO）貢獻了組合市值的 39.2%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | 33.88% | -0.98% | +5.11% | |
| 2 | ✓ | 股票-其他 | 3.37% | — | -13.81% | ||
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.67% | +0.45% | -0.55% | |
| 4 | RSG | Republic Services Inc | 股票-工業 | 2.53% | -0.21% | -2.38% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 2.08% | +0.17% | +25.58% | |
| 6 | DE | Deere & Co | 股票-工業 | 1.96% | +0.06% | -3.05% | |
| 7 | HUBB | Hubbell Inc | 股票-工業 | 1.85% | — | -2.57% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.84% | +0.12% | -18.50% | |
| 9 | ✓ | 股票-其他 | 1.78% | — | -9.73% | ||
| 10 | PWR | Quanta Services Inc | 股票-工業 | 1.78% | -0.43% | -3.06% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.73% | -0.10% | +7.64% | |
| 12 | DHR | Danaher CORP | 股票-醫療保健 | 1.72% | +0.23% | -2.07% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 1.63% | — | EXIT | |
| 14 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.57% | +0.20% | +14.40% | |
| 15 | XYZ | Block Inc | 股票-金融 | 1.50% | +0.23% | +11.01% | |
| 16 | BA | Boeing Co/the | 股票-工業 | 1.47% | +0.01% | -6.66% | |
| 17 | VLTO | Veralto CORP | 股票-工業 | 1.41% | -1.15% | +57.99% | |
| 18 | ✓ | 股票-其他 | 1.40% | — | -2.25% | ||
| 19 | CB | Chubb Limited | 股票-金融 | 1.38% | -0.04% | -6.55% | |
| 20 | GLW | Corning Inc | 股票-科技 | 1.38% | -0.92% | EXIT | |
| 21 | INTU | Intuit Inc | 股票-科技 | 1.31% | -0.82% | -4.06% | |
| 22 | SYK | Stryker CORP | 股票-醫療保健 | 1.30% | +0.11% | +13.45% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.59% | -1.89% | |
| 24 | FCN | Fti Consulting Inc | 股票-工業 | 1.27% | — | +19.68% | |
| 25 | ✓ | 股票-其他 | 1.25% | — | -2.29% | ||
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | +0.22% | +0.53% | |
| 27 | TOELY | Tokyo Electron Ltd-unsp Adr | 股票-其他 | 1.24% | — | +4.15% | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.14% | -0.10% | -26.07% | |
| 29 | CMI | Cummins Inc | 股票-工業 | 1.14% | +0.11% | -32.58% | |
| 30 | AFL | Aflac Inc | 股票-金融 | 1.14% | — | -7.71% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 1.09% | -0.24% | -7.26% | |
| 32 | ✓ | 股票-其他 | 1.08% | — | -30.48% | ||
| 33 | SNPS | Synopsys Inc | 股票-科技 | 1.08% | -0.21% | -1.83% | |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.02% | — | +14.79% | |
| 35 | MAS | Masco CORP | 股票-工業 | 0.99% | — | -9.58% | |
| 36 | AMGN | Amgen Inc | 股票-醫療保健 | 0.97% | -0.05% | -5.67% | |
| 37 | ✓ | 股票-其他 | 0.96% | — | -2.28% | ||
| 38 | LHX | L3harris Technologies Inc | 股票-工業 | 0.95% | — | -1.93% | |
| 39 | LYSDY | Lynas Rare Earths Ltd-sp Adr | 股票-其他 | 0.95% | — | -2.71% | |
| 40 | ECL | Ecolab Inc | 股票-原物料 | 0.93% | -0.02% | -6.43% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.92% | +0.12% | -7.28% | |
| 42 | ✓ | 股票-其他 | 0.86% | — | -2.83% | ||
| 43 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 0.83% | — | — | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.77% | +0.52% | — | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.62% | +0.06% | +61.79% | |
| 46 | ✓ | 股票-其他 | 0.58% | — | -61.35% | ||
| 47 | ADSK | Autodesk Inc | 股票-科技 | 0.57% | -0.10% | -65.47% | |
| 48 | ✓ | Sentinelone Inc Cl A | 股票-其他 | 0.54% | — | -1.29% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.42% | — | -20.00% | |
| 50 | SAABY | Saab Ab-unspr Adr | 股票-其他 | 0.36% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.7% | +5.11% | 加碼 |
| 2 | RNMBY | Rheinmetall Ag-unsp Adr | +0.8% | NEW | 新建倉 |
| 3 | UNH | Unitedhealth Group Inc | +0.8% | NEW | 新建倉 |
| 4 | XYZ | Block Inc | +0.5% | +11.01% | 加碼 |
| 5 | VLTO | Veralto CORP | +0.5% | +57.99% | 加碼 |
| 6 | MBB | Ishares Mbs ETF | +0.4% | +25.58% | 加碼 |
| 7 | SAABY | Saab Ab-unspr Adr | +0.4% | NEW | 新建倉 |
| 8 | VT | Vanguard Tot World Stk ETF | +0.3% | +61.79% | 加碼 |
| 9 | ✓ | +0.2% | -9.73% | 減碼 | |
| 10 | SYK | Stryker CORP | +0.2% | +13.45% | 加碼 |
| 11 | ✓ | +0.2% | -2.25% | 減碼 | |
| 12 | BA | Boeing Co/the | +0.2% | -6.66% | 減碼 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.55% | 減碼 |
| 14 | PWR | Quanta Services Inc | +0.1% | -3.06% | 減碼 |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +14.79% | 加碼 |
| 16 | GLW | Corning Inc | +0.1% | -1.68% | 減碼 |
| 17 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +18.02% | 加碼 |
| 18 | RSG | Republic Services Inc | +0.1% | -2.38% | 減碼 |
| 19 | DE | Deere & Co | +0.1% | -3.05% | 減碼 |
| 20 | CVX | Chevron CORP | 0% | -1.89% | 減碼 |
| 21 | INTU | Intuit Inc | 0% | -4.06% | 減碼 |
| 22 | HUBB | Hubbell Inc | 0% | -2.57% | 減碼 |
| 23 | SNPS | Synopsys Inc | 0% | -1.83% | 減碼 |
| 24 | ✓ | Sentinelone Inc Cl A | 0% | -1.29% | 減碼 |
| 25 | ✓ | -0.1% | -2.29% | 減碼 | |
| 26 | ✓ | -0.1% | -2.28% | 減碼 | |
| 27 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.53% | 加碼 |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.1% | +7.64% | 加碼 |
| 29 | TOELY | Tokyo Electron Ltd-unsp Adr | -0.1% | +4.15% | 加碼 |
| 30 | CB | Chubb Limited | -0.1% | -6.55% | 減碼 |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -7.28% | 減碼 |
| 32 | LHX | L3harris Technologies Inc | -0.1% | -1.93% | 減碼 |
| 33 | UNP | Union Pacific CORP | -0.1% | -2.91% | 減碼 |
| 34 | ECL | Ecolab Inc | -0.1% | -6.43% | 減碼 |
| 35 | EFA | Ishares Msci Eafe ETF | -0.1% | -20.00% | 減碼 |
| 36 | AFL | Aflac Inc | -0.1% | -7.71% | 減碼 |
| 37 | ✓ | -0.1% | -30.48% | 減碼 | |
| 38 | MAS | Masco CORP | -0.2% | -9.58% | 減碼 |
| 39 | AMGN | Amgen Inc | -0.2% | -5.67% | 減碼 |
| 40 | LMT | Lockheed Martin CORP | -0.3% | -7.26% | 減碼 |
| 41 | ELV | Elevance Health Inc | -0.3% | +14.40% | 加碼 |
| 42 | ✓ | -0.3% | -13.81% | 減碼 | |
| 43 | DHR | Danaher CORP | -0.3% | -2.07% | 減碼 |
| 44 | LYSDY | Lynas Rare Earths Ltd-sp Adr | -0.3% | -2.71% | 減碼 |
| 45 | VGSH | Vanguard Short-term Treasury | -0.4% | -18.50% | 減碼 |
| 46 | CMI | Cummins Inc | -0.4% | -32.58% | 減碼 |
| 47 | APD | Air Products & Chemicals Inc | -0.4% | -26.07% | 減碼 |
| 48 | ✓ | -0.5% | -61.35% | 減碼 | |
| 49 | ADSK | Autodesk Inc | -0.9% | -65.47% | 減碼 |
| 50 | ACHC | Acadia Healthcare Co Inc | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，DB Fitzpatrick & Co, Inc 在 Q4 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 Q4 2024 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分別為：AGG (33.9%)、 (3.4%)、VOO (2.7%)。其中最大持股部位 AGG 佔據整體投資組合約 33.9% 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
RNMBY
市值: US$90.1萬
本季最大獲利了結 / 清倉標的
ACHC
前期市值: US$152.0萬
在 Q4 2024 季度中，DB Fitzpatrick & Co, Inc 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 12 個部位、減碼 34 個部位以及清倉 1 個部位。 其中最大新建倉標的為 RNMBY。 本季清倉部位包含 ACHC。
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。