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: 0001527641
申报总市值
US$118.0亿
US$118.0亿
1894 檔
37.4%
Mather Group, LLC. 在 Q2 2026 季度的美股仓位总计估值为 US$118.0亿，分散于 1894 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，Mather Group, LLC. 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 126 个既有持股进行加仓（合计增持 136 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Mather Group, LLC. 的前 5 大核心持股（包含 VUG, VTV, VGK 等）合计占整体申报市值的 37.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
市值: US$1319.9万
本季最大获利了结 / 清仓标的
HON
前期市值: US$176.0万
仅显示前 200 大持股（共 1894 只）
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 11.42% | +1.25% | +3006.40% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 9.61% | +0.33% | +337.32% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 6.84% | -0.22% | +1.25% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 6.22% | +0.04% | +4.09% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 4.37% | -0.04% | +3.19% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.84% | -0.84% | -70.11% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.47% | +0.09% | +16.18% | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 3.11% | -0.03% | +5.50% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.07% | -0.89% | -71.42% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 2.24% | -2.24% | EXIT | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.07% | -0.13% | +7.38% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.05% | -0.04% | +4.86% | |
| 13 | DISV | Dimensional International Sm | ETF-其他 | 1.82% | +0.01% | -9.29% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.70% | +0.34% | +216243.69% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.63% | -0.13% | -5.39% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 1.35% | +0.10% | +375884.60% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.33% | -0.11% | -0.47% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.13% | -0.05% | -2.44% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.09% | -0.31% | -55.95% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | -0.07% | -1.98% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.90% | -0.02% | -1.00% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.72% | -0.06% | -0.25% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.67% | -0.01% | +1.76% | |
| 24 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.64% | -0.02% | -0.98% | |
| 25 | AAPL | Apple Inc | 股票-科技 | 0.63% | +0.26% | +21.52% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | -0.06% | +7.48% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.51% | -0.03% | -2.58% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.50% | -0.01% | -0.49% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.50% | +0.06% | +6320.20% | |
| 30 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.47% | +0.01% | -0.57% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.46% | — | +0.46% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | -0.03% | +4.99% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | +0.03% | +11.48% | |
| 34 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 0.44% | -0.02% | +2.80% | |
| 35 | DFAI | Dimensional International Co | ETF-其他 | 0.44% | -0.01% | +5.77% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.13% | +8.78% | |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.43% | -0.28% | -77.26% | |
| 38 | DFIS | Dimensional International Sm | ETF-其他 | 0.42% | -0.02% | -8.20% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.42% | -0.01% | +1.42% | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.37% | +0.01% | +10.84% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.35% | +0.18% | +19.57% | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.30% | -0.04% | -2.80% | |
| 43 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.29% | — | -2.56% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.28% | -0.03% | -0.32% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | -0.27% | EXIT | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.27% | +0.02% | -0.07% | |
| 47 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.26% | +0.06% | +43.13% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.25% | -0.01% | -8.59% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.25% | +0.12% | +42.94% | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.23% | -0.03% | +14.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +9.3% | +3006.40% | 加仓 |
| 2 | VTV | Vanguard Value ETF | +7.4% | +337.32% | 加仓 |
| 3 | TIP | Ishares Tips Bond ETF | +1.7% | +216243.69% | 加仓 |
| 4 | TLH | Ishares 10-20 Year Treasury | +1.4% | +375884.60% | 加仓 |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | +0.5% | +6320.20% | 加仓 |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.5% | +4.09% | 加仓 |
| 7 | DFAE | Dimensional Emerging Core Eq | +0.3% | +3.19% | 加仓 |
| 8 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | +7.38% | 加仓 |
| 9 | XLK | Ss Technology Select Sector | +0.2% | +608.10% | 加仓 |
| 10 | ✓ | +0.1% | NEW | 新建仓 | |
| 11 | AAPL | Apple Inc | +0.1% | +21.52% | 加仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +42.94% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +43.13% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +142.18% | 加仓 |
| 15 | RSSY | Return Stacked US S&f Yd ETF | +0.1% | +453.92% | 加仓 |
| 16 | MU | Micron Technology Inc | +0.1% | +4.70% | 加仓 |
| 17 | GE | General Electric | +0.1% | +76.30% | 加仓 |
| 18 | XLV | Ss Health Care Select Sector | +0.1% | +2704.51% | 加仓 |
| 19 | CAT | Caterpillar Inc | +0.1% | +4.52% | 加仓 |
| 20 | CTAP | Simplify US Eq Plus Mgd Fut | +0.1% | +89.47% | 加仓 |
| 21 | LRCX | Lam Research CORP | +0.1% | -5.42% | 减仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +79.43% | 加仓 |
| 23 | AMAT | Applied Materials Inc | +0.1% | -1.19% | 减仓 |
| 24 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +61.94% | 加仓 |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | +24.81% | 加仓 |
| 26 | NTSI | Wisdomtree International Eff | +0.1% | +175.83% | 加仓 |
| 27 | RSBT | Rtrn Stck Bnds & Mng Futures | +0.1% | +193.30% | 加仓 |
| 28 | CRH | CRH plc | +0.1% | +7308.61% | 加仓 |
| 29 | BAC | Bank Of America CORP | +0.1% | +204.68% | 加仓 |
| 30 | VMBS | Vanguard Mortgage-backed Sec | 0% | +16.18% | 加仓 |
| 31 | NVDA | Nvidia CORP | 0% | +8.78% | 加仓 |
| 32 | ESGV | Vanguard Esg US Stock ETF | 0% | +10.84% | 加仓 |
| 33 | AVGO | Broadcom Inc | 0% | +14.35% | 加仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +38.37% | 加仓 |
| 35 | WMT | Walmart Inc | 0% | +101.25% | 加仓 |
| 36 | SO | Southern Co/the | 0% | +318.35% | 加仓 |
| 37 | CSX | Csx CORP | 0% | +1118.90% | 加仓 |
| 38 | KMI | Kinder Morgan, Inc. | 0% | +786.42% | 加仓 |
| 39 | WM | Waste Management Inc | 0% | +735.81% | 加仓 |
| 40 | GEV | GE Vernova Inc | 0% | +40.29% | 加仓 |
| 41 | KLAC | Kla CORP | 0% | +865.07% | 加仓 |
| 42 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | 0% | +233.52% | 加仓 |
| 43 | AMD | Advanced Micro Devices | 0% | -7.16% | 减仓 |
| 44 | TQQQ | Proshares Ultrapro Qqq | 0% | +1102.60% | 加仓 |
| 45 | ODFL | Old Dominion Freight Line | 0% | +1621.25% | 加仓 |
| 46 | DUK | Duke Energy CORP | 0% | +263.23% | 加仓 |
| 47 | BLDR | Builders Firstsource Inc | 0% | +18542.70% | 加仓 |
| 48 | MDLZ | Mondelez International Inc-a | 0% | +277.41% | 加仓 |
| 49 | INTC | Intel CORP | 0% | +14.71% | 加仓 |
| 50 | NVR | Nvr Inc | 0% | +2668.75% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mather Group, LLC. 在 Q2 2026 季度的美股持仓总市值约为 US$118.0亿，共申报了 1894 个公开持股仓位。
在 Q2 2026 季度，Mather Group, LLC. 按市值排列的前三大核心持股分别为：VUG (11.4%)、VTV (9.6%)、VGK (6.8%)。其中最大持股仓位 VUG 占据整体投资组合约 11.4% 的权重。
在 Q2 2026 季度中，Mather Group, LLC. 共进行了 199 项持仓异动，包含新建仓 10 个仓位、加仓 126 个仓位、减仓 60 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。
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。
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。