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
99 檔
43.0%
Q3 2025 季度申報顯示，DB Fitzpatrick & Co, Inc 揭露的美股組合總市值為 US$1.2億，涵蓋 99 個不同之權益投資部位。
DB Fitzpatrick & Co, Inc 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 20 檔持股的同時，亦同步清倉 8 檔並減碼 19 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AGG, , VOO）占據了總市值的 43.0%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 36.77% | -0.98% | -1.35% | |
| 2 | ✓ | 股票-其他 | 3.66% | — | -3.14% | ||
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.41% | +0.45% | +4.17% | |
| 4 | PWR | Quanta Services Inc | 股票-工業 | 2.17% | -0.43% | -2.50% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 2.13% | +0.17% | -2.06% | |
| 6 | GLW | Corning Inc | 股票-科技 | 2.06% | -0.92% | EXIT | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.93% | +0.22% | +4.72% | |
| 8 | RSG | Republic Services Inc | 股票-工業 | 1.85% | -0.21% | -1.73% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.68% | -0.10% | -1.69% | |
| 10 | HUBB | Hubbell Inc | 股票-工業 | 1.65% | — | -2.41% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.64% | +0.52% | +120.22% | |
| 12 | BA | Boeing Co/the | 股票-工業 | 1.62% | +0.01% | -3.10% | |
| 13 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.57% | +0.20% | +23.62% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 1.54% | +0.23% | -1.93% | |
| 15 | VLTO | Veralto CORP | 股票-工業 | 1.46% | -1.15% | -3.17% | |
| 16 | DE | Deere & Co | 股票-工業 | 1.43% | +0.06% | -1.90% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.42% | -0.45% | EXIT | |
| 18 | ✓ | 股票-其他 | 1.40% | — | -1.94% | ||
| 19 | ✓ | 股票-其他 | 1.36% | — | +39.36% | ||
| 20 | XYZ | Block Inc | 股票-金融 | 1.34% | +0.23% | -3.26% | |
| 21 | ✓ | 股票-其他 | 1.27% | — | -2.06% | ||
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.23% | +0.12% | +0.76% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 1.23% | -0.82% | -1.97% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.22% | -0.04% | -1.97% | |
| 25 | CMI | Cummins Inc | 股票-工業 | 1.21% | +0.11% | -2.31% | |
| 26 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.21% | -0.10% | +26.79% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.20% | -0.59% | -2.26% | |
| 28 | ✓ | 股票-其他 | 1.18% | — | +70.77% | ||
| 29 | SNPS | Synopsys Inc | 股票-科技 | 1.16% | -0.21% | -1.81% | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.15% | +0.06% | +36.35% | |
| 31 | SYK | Stryker CORP | 股票-醫療保健 | 1.14% | +0.11% | -2.71% | |
| 32 | AFL | Aflac Inc | 股票-金融 | 1.04% | — | -1.77% | |
| 33 | ADSK | Autodesk Inc | 股票-科技 | 0.97% | -0.10% | +75.96% | |
| 34 | ECL | Ecolab Inc | 股票-原物料 | 0.96% | -0.02% | -1.65% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.95% | -0.05% | -2.32% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 0.94% | -0.24% | -1.83% | |
| 37 | ✓ | 股票-其他 | 0.94% | — | -34.02% | ||
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.91% | +0.12% | +11.60% | |
| 39 | MAS | Masco CORP | 股票-工業 | 0.87% | — | -1.66% | |
| 40 | BP | Bp Plc-spons Adr | 股票-能源 | 0.83% | — | +78.65% | |
| 41 | MSCI | Msci Inc | 股票-金融 | 0.82% | -0.05% | — | |
| 42 | ✓ | 股票-其他 | 0.72% | — | -1.79% | ||
| 43 | ✓ | 股票-其他 | 0.63% | — | -1.57% | ||
| 44 | ✓ | 股票-其他 | 0.51% | — | -1.68% | ||
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | -5.52% | |
| 46 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.47% | +0.11% | +6.55% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.44% | +0.06% | +0.03% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | +0.07% | +8.44% | |
| 49 | ✓ | Sentinelone Inc Cl A | 股票-其他 | 0.39% | — | -1.62% | |
| 50 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.31% | +0.08% | +8.50% |
| # | 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 | +1.4% | -2.20% | 加碼 |
| 2 | GLW | Corning Inc | +0.8% | -2.70% | 減碼 |
| 3 | PWR | Quanta Services Inc | +0.7% | -2.50% | 減碼 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +4.17% | 加碼 |
| 5 | UNH | Unitedhealth Group Inc | +0.5% | +120.22% | 加碼 |
| 6 | ✓ | +0.5% | -1.94% | 加碼 | |
| 7 | ADSK | Autodesk Inc | +0.5% | +75.96% | 加碼 |
| 8 | XYZ | Block Inc | +0.5% | -3.26% | 加碼 |
| 9 | ✓ | +0.4% | +70.77% | 加碼 | |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.3% | +4.72% | 加碼 |
| 11 | ✓ | +0.3% | -1.79% | 減碼 | |
| 12 | HUBB | Hubbell Inc | +0.3% | -2.41% | 減碼 |
| 13 | CMI | Cummins Inc | +0.3% | -2.31% | 減碼 |
| 14 | BA | Boeing Co/the | +0.2% | -3.10% | 減碼 |
| 15 | ✓ | +0.2% | -3.14% | 減碼 | |
| 16 | ✓ | +0.2% | -1.68% | 加碼 | |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +0.76% | 加碼 |
| 18 | VGSH | Vanguard Short-term Treasury | +0.2% | +11.60% | 加碼 |
| 19 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.69% | 加碼 |
| 20 | APD | Air Products & Chemicals Inc | +0.1% | +26.79% | 加碼 |
| 21 | ✓ | +0.1% | -34.02% | 減碼 | |
| 22 | SNPS | Synopsys Inc | +0.1% | -1.81% | 加碼 |
| 23 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +6.55% | 加碼 |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +8.50% | 加碼 |
| 25 | INTU | Intuit Inc | +0.1% | -1.97% | 減碼 |
| 26 | VT | Vanguard Tot World Stk ETF | +0.1% | +0.03% | 加碼 |
| 27 | VTV | Vanguard Value ETF | +0.1% | +8.44% | 加碼 |
| 28 | VLTO | Veralto CORP | 0% | -3.17% | 減碼 |
| 29 | LMT | Lockheed Martin CORP | 0% | -1.83% | 減碼 |
| 30 | ✓ | — | -2.06% | 減碼 | |
| 31 | BSV | Vanguard Short-term Bond ETF | -0.1% | -61.04% | 減碼 |
| 32 | AMGN | Amgen Inc | -0.2% | -2.32% | 減碼 |
| 33 | CVX | Chevron CORP | -0.2% | -2.26% | 減碼 |
| 34 | CB | Chubb Limited | -0.2% | -1.97% | 減碼 |
| 35 | DE | Deere & Co | -0.2% | -1.90% | 減碼 |
| 36 | ELV | Elevance Health Inc | -0.2% | +23.62% | 加碼 |
| 37 | UNP | Union Pacific CORP | -0.8% | — | 減碼 |
| 38 | RSG | Republic Services Inc | -1% | -1.73% | 減碼 |
| 39 | AGG | Ishares Core U.s. Aggregate | -1.1% | -1.35% | 加碼 |
| 40 | SBUX | Starbucks CORP | — | NEW | 新建倉 |
| 41 | TOELY | Tokyo Electron Ltd-unsp Adr | — | EXIT | 清倉 |
| 42 | ✓ | — | EXIT | 清倉 | |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | 清倉 |
| 44 | FCN | Fti Consulting Inc | — | EXIT | 清倉 |
| 45 | LYSDY | Lynas Rare Earths Ltd-sp Adr | — | EXIT | 清倉 |
| 46 | RNMBY | Rheinmetall Ag-unsp Adr | — | EXIT | 清倉 |
| 47 | BP | Bp Plc-spons Adr | — | NEW | 新建倉 |
| 48 | LHX | L3harris Technologies Inc | — | EXIT | 清倉 |
| 49 | MSCI | Msci Inc | — | NEW | 新建倉 |
| 50 | SAABY | Saab Ab-unspr Adr | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，DB Fitzpatrick & Co, Inc 在 Q3 2025 季度的美股持倉總市值約為 US$1.2億，共申報了 99 個公開持股部位。
在 Q3 2025 季度，DB Fitzpatrick & Co, Inc 按市值排列的前三大核心持股分別為：AGG (36.8%)、 (3.7%)、VOO (3.4%)。其中最大持股部位 AGG 佔據整體投資組合約 36.8% 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$126.7萬
本季最大獲利了結 / 清倉標的
TOELY
前期市值: US$116.2萬
在 Q3 2025 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 20 個部位、減碼 19 個部位以及清倉 8 個部位。 其中最大新建倉標的為 SBUX。 本季清倉部位包含 TOELY。
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。