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
101 檔
42.6%
DB Fitzpatrick & Co, Inc 在 Q2 2025 季度的美股部位總計估值為 US$1.2億，分散於 101 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 DB Fitzpatrick & Co, Inc 積極進場，新開立 2 個部位並同步加碼 36 檔個股，反映機構在該季度的資金注入與籌碼積累。
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 42.6%，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 | 36.20% | -0.98% | +2.05% | |
| 2 | ✓ | 股票-其他 | 3.44% | — | -2.70% | ||
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.99% | +0.45% | +3.19% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 2.10% | +0.17% | -1.29% | |
| 5 | PWR | Quanta Services Inc | 股票-工業 | 2.00% | -0.43% | -2.36% | |
| 6 | RSG | Republic Services Inc | 股票-工業 | 1.98% | -0.21% | -25.30% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.72% | +0.22% | +2.61% | |
| 8 | BA | Boeing Co/the | 股票-工業 | 1.60% | +0.01% | +0.99% | |
| 9 | DE | Deere & Co | 股票-工業 | 1.59% | +0.06% | -3.40% | |
| 10 | HUBB | Hubbell Inc | 股票-工業 | 1.58% | — | +0.60% | |
| 11 | DHR | Danaher CORP | 股票-醫療保健 | 1.53% | +0.23% | +2.59% | |
| 12 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.50% | +0.20% | +1.09% | |
| 13 | TOELY | Tokyo Electron Ltd-unsp Adr | 股票-其他 | 1.46% | — | +0.98% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 1.42% | -0.82% | +0.30% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.40% | -0.10% | +19.98% | |
| 16 | VLTO | Veralto CORP | 股票-工業 | 1.40% | -1.15% | +0.55% | |
| 17 | ✓ | 股票-其他 | 1.37% | — | +19.57% | ||
| 18 | ✓ | 股票-其他 | 1.34% | — | +25.36% | ||
| 19 | GLW | Corning Inc | 股票-科技 | 1.33% | -0.92% | EXIT | |
| 20 | ✓ | 股票-其他 | 1.29% | — | +0.36% | ||
| 21 | XYZ | Block Inc | 股票-金融 | 1.28% | +0.23% | +23.21% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.26% | -0.04% | +0.91% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.23% | +0.11% | -1.52% | |
| 24 | ✓ | 股票-其他 | 1.21% | — | -20.00% | ||
| 25 | SNPS | Synopsys Inc | 股票-科技 | 1.21% | -0.21% | +2.63% | |
| 26 | LYSDY | Lynas Rare Earths Ltd-sp Adr | 股票-其他 | 1.19% | — | +0.00% | |
| 27 | ✓ | 股票-其他 | 1.13% | — | +1.79% | ||
| 28 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.59% | +1.49% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.10% | +0.12% | +1.33% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | -0.45% | EXIT | |
| 31 | LHX | L3harris Technologies Inc | 股票-工業 | 0.99% | — | +0.95% | |
| 32 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 0.98% | — | -26.74% | |
| 33 | AFL | Aflac Inc | 股票-金融 | 0.98% | — | -1.84% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.97% | -0.10% | +0.99% | |
| 35 | CMI | Cummins Inc | 股票-工業 | 0.94% | +0.11% | +2.33% | |
| 36 | AMGN | Amgen Inc | 股票-醫療保健 | 0.94% | -0.05% | +1.20% | |
| 37 | ECL | Ecolab Inc | 股票-原物料 | 0.94% | -0.02% | +0.43% | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.89% | +0.06% | — | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.88% | — | +0.87% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.88% | -0.24% | -1.25% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.80% | +0.12% | +15.39% | |
| 42 | MAS | Masco CORP | 股票-工業 | 0.80% | — | +4.92% | |
| 43 | ✓ | 股票-其他 | 0.78% | — | +2.18% | ||
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | +0.52% | +6.83% | |
| 45 | ✓ | 股票-其他 | 0.60% | — | +0.20% | ||
| 46 | ✓ | 股票-其他 | 0.60% | — | -0.97% | ||
| 47 | SAABY | Saab Ab-unspr Adr | 股票-其他 | 0.54% | — | +0.91% | |
| 48 | ✓ | 股票-其他 | 0.53% | — | +17.21% | ||
| 49 | ADSK | Autodesk Inc | 股票-科技 | 0.53% | -0.10% | +3.12% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | -1.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +25215.38% | 加碼 |
| 2 | SBUX | Starbucks CORP | +0.9% | NEW | 新建倉 |
| 3 | PWR | Quanta Services Inc | +0.5% | -2.36% | 減碼 |
| 4 | ✓ | +0.5% | +25.36% | 加碼 | |
| 5 | BP | Bp Plc-spons Adr | +0.4% | NEW | 新建倉 |
| 6 | XYZ | Block Inc | +0.4% | +23.21% | 加碼 |
| 7 | TOELY | Tokyo Electron Ltd-unsp Adr | +0.4% | +0.98% | 加碼 |
| 8 | ✓ | +0.3% | +1.79% | 加碼 | |
| 9 | ✓ | +0.3% | +19.57% | 加碼 | |
| 10 | INTU | Intuit Inc | +0.2% | +0.30% | 加碼 |
| 11 | BA | Boeing Co/the | +0.2% | +0.99% | 加碼 |
| 12 | HUBB | Hubbell Inc | +0.2% | +0.60% | 加碼 |
| 13 | ✓ | +0.2% | +17.21% | 加碼 | |
| 14 | ✓ | +0.2% | -0.97% | 減碼 | |
| 15 | LYSDY | Lynas Rare Earths Ltd-sp Adr | +0.2% | +0.00% | 加碼 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.2% | +3.19% | 加碼 |
| 17 | SNPS | Synopsys Inc | +0.2% | +2.63% | 加碼 |
| 18 | SAABY | Saab Ab-unspr Adr | +0.1% | +0.91% | 加碼 |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.61% | 加碼 |
| 20 | LHX | L3harris Technologies Inc | +0.1% | +0.95% | 加碼 |
| 21 | GLW | Corning Inc | +0.1% | +0.83% | 加碼 |
| 22 | ADSK | Autodesk Inc | +0.1% | +3.12% | 加碼 |
| 23 | VGSH | Vanguard Short-term Treasury | +0.1% | +15.39% | 加碼 |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.33% | 加碼 |
| 25 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +2.68% | 加碼 |
| 26 | ✓ | 0% | +0.36% | 加碼 | |
| 27 | VTWO | Vanguard Russell 2000 ETF | 0% | +5.80% | 加碼 |
| 28 | ✓ | 0% | -2.70% | 減碼 | |
| 29 | RNMBY | Rheinmetall Ag-unsp Adr | 0% | -26.74% | 減碼 |
| 30 | VT | Vanguard Tot World Stk ETF | 0% | +0.17% | 加碼 |
| 31 | ECL | Ecolab Inc | — | +0.43% | 加碼 |
| 32 | EFA | Ishares Msci Eafe ETF | — | -1.48% | 減碼 |
| 33 | CMI | Cummins Inc | 0% | +2.33% | 加碼 |
| 34 | SYK | Stryker CORP | 0% | -1.52% | 減碼 |
| 35 | DE | Deere & Co | 0% | -3.40% | 減碼 |
| 36 | VLTO | Veralto CORP | 0% | +0.55% | 加碼 |
| 37 | ✓ | -0.1% | +0.20% | 加碼 | |
| 38 | APD | Air Products & Chemicals Inc | -0.1% | +0.99% | 加碼 |
| 39 | CB | Chubb Limited | -0.1% | +0.91% | 加碼 |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | +0.87% | 加碼 |
| 41 | AFL | Aflac Inc | -0.2% | -1.84% | 減碼 |
| 42 | AMGN | Amgen Inc | -0.2% | +1.20% | 加碼 |
| 43 | CVX | Chevron CORP | -0.3% | +1.49% | 加碼 |
| 44 | ✓ | -0.3% | -20.00% | 減碼 | |
| 45 | ELV | Elevance Health Inc | -0.3% | +1.09% | 加碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.5% | +6.83% | 加碼 |
| 47 | RSG | Republic Services Inc | -0.8% | -25.30% | 減碼 |
| 48 | UNP | Union Pacific CORP | -0.8% | -98.39% | 減碼 |
| 49 | FCN | Fti Consulting Inc | -1% | EXIT | 清倉 |
| 50 | AGG | Ishares Core U.s. Aggregate | -1.7% | +2.05% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，DB Fitzpatrick & Co, Inc 在 Q2 2025 季度的美股持倉總市值約為 US$1.2億，共申報了 101 個公開持股部位。
在 Q2 2025 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分別為：AGG (36.2%)、 (3.4%)、VOO (3.0%)。其中最大持股部位 AGG 佔據整體投資組合約 36.2% 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
SBUX
市值: US$100.7萬
本季最大獲利了結 / 清倉標的
FCN
前期市值: US$105.9萬
在 Q2 2025 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 36 個部位、減碼 11 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SBUX。 本季清倉部位包含 FCN。
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。