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: 0001803227
申报总市值
US$8.6亿
US$8.6亿
157 檔
8.5%
根据最新整理的 13F 季度数据集，Mattern Capital Management, LLC 于 Q2 2024 结束时的管理资产规模为 US$8.6亿。该机构在本季度申报了 157 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024，Mattern Capital Management, LLC 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 24 档、减仓 26 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Mattern Capital Management, LLC 的前 5 大核心持股（包含 AAPL, MSFT, COST 等）合计占整体申报市值的 8.5%，反映机构在主要关键仓位上的权重分布。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 2.50% | +0.22% | -1.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.04% | -0.63% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.87% | -0.15% | -1.45% | |
| 4 | PSX | Phillips 66 | 股票-能源 | 1.74% | -1.20% | -1.13% | |
| 5 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.62% | -0.06% | +0.09% | |
| 6 | BRO | Brown & Brown Inc | 股票-金融 | 1.61% | +0.16% | -0.94% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 1.61% | +0.21% | -1.91% | |
| 8 | GWW | Ww Grainger Inc | 股票-工业 | 1.58% | +0.31% | -1.25% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 1.57% | -0.07% | -1.02% | |
| 10 | COR | Cencora Inc | 股票-医疗保健 | 1.54% | -0.03% | -0.82% | |
| 11 | AFL | Aflac Inc | 股票-金融 | 1.53% | +0.06% | -1.32% | |
| 12 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.47% | -0.02% | -1.45% | |
| 13 | AMGN | Amgen Inc | 股票-医疗保健 | 1.46% | +0.17% | -0.88% | |
| 14 | GD | General Dynamics CORP | 股票-工业 | 1.42% | +0.03% | -1.51% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.41% | -0.14% | -1.05% | |
| 16 | XYL | Xylem Inc | 股票-工业 | 1.41% | +0.07% | -1.31% | |
| 17 | LIN | Linde plc | 股票-原材料 | 1.40% | +0.01% | -0.31% | |
| 18 | TGT | Target CORP | 股票-周期性消费 | 1.38% | -0.02% | EXIT | |
| 19 | CB | Chubb Limited | 股票-金融 | 1.37% | +0.02% | -1.03% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 1.37% | +0.44% | -0.76% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.34% | +0.45% | +0.41% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.33% | +0.04% | -0.46% | |
| 23 | CTAS | Cintas CORP | 股票-工业 | 1.30% | +0.06% | -0.96% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 1.27% | -0.02% | EXIT | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.27% | +0.17% | +0.27% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 1.27% | -0.01% | -0.39% | |
| 27 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.25% | +0.06% | -0.82% | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 1.23% | +0.09% | -0.40% | |
| 29 | ECL | Ecolab Inc | 股票-原材料 | 1.22% | +0.07% | -1.05% | |
| 30 | BLKCHF | Blackrock Inc | 股票-其他 | 1.22% | — | -0.19% | |
| 31 | LHX | L3harris Technologies Inc | 股票-工业 | 1.21% | -0.20% | -0.62% | |
| 32 | BR | Broadridge Financial Solutio | 股票-科技 | 1.21% | -0.16% | -0.41% | |
| 33 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.20% | +0.14% | +0.18% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.18% | +0.05% | -0.24% | |
| 35 | ACN | Accenture plc | 股票-科技 | 1.18% | -0.35% | +2.16% | |
| 36 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.17% | — | -0.10% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 1.17% | +0.11% | -0.40% | |
| 38 | HON | Honeywell International Inc | 股票-工业 | 1.16% | -0.05% | EXIT | |
| 39 | ICE | Intercontinental Exchange In | 股票-金融 | 1.16% | -0.22% | -0.49% | |
| 40 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.16% | -0.15% | +1.00% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 1.15% | — | +0.68% | |
| 42 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.14% | — | -0.52% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.13% | -0.14% | +1.14% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.12% | — | +2.05% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 1.12% | +0.17% | +4.57% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 1.11% | +0.51% | +1.74% | |
| 47 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.11% | +0.03% | -0.64% | |
| 48 | PLD | Prologis Inc | 股票-房地产 | 1.10% | -0.02% | +7.02% | |
| 49 | ITW | Illinois Tool Works | 股票-工业 | 1.10% | +0.04% | +0.48% | |
| 50 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.10% | -0.01% | +0.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -1.30% | 减仓 |
| 2 | COST | Costco Wholesale CORP | +0.3% | -1.45% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.3% | +4.57% | 加仓 |
| 4 | ADI | Analog Devices Inc | +0.2% | -1.91% | 减仓 |
| 5 | WMT | Walmart Inc | +0.2% | -1.02% | 减仓 |
| 6 | TXN | Texas Instruments Inc | +0.2% | -0.76% | 减仓 |
| 7 | MSFT | Microsoft CORP | +0.2% | -0.63% | 减仓 |
| 8 | NEE | Nextera Energy Inc | +0.2% | -1.05% | 减仓 |
| 9 | AMGN | Amgen Inc | +0.1% | -0.88% | 减仓 |
| 10 | CL | Colgate-palmolive Co | +0.1% | -0.82% | 减仓 |
| 11 | APD | Air Products & Chemicals Inc | +0.1% | -0.10% | 减仓 |
| 12 | AWK | American Water Works Co Inc | +0.1% | +0.07% | 加仓 |
| 13 | SPGI | S&p Global Inc | +0.1% | -0.46% | 减仓 |
| 14 | LHX | L3harris Technologies Inc | +0.1% | -0.62% | 减仓 |
| 15 | XYL | Xylem Inc | +0.1% | -1.31% | 减仓 |
| 16 | CBSH | Commerce Bancshares Inc | +0.1% | -0.67% | 减仓 |
| 17 | PEP | Pepsico Inc | 0% | +1.14% | 加仓 |
| 18 | BR | Broadridge Financial Solutio | 0% | -0.41% | 减仓 |
| 19 | JKHY | Jack Henry & Associates Inc | 0% | +0.16% | 加仓 |
| 20 | EMR | Emerson Electric Co | 0% | -0.68% | 减仓 |
| 21 | MDLZ | Mondelez International Inc-a | 0% | +0.24% | 加仓 |
| 22 | ADP | Automatic Data Processing | 0% | -0.40% | 减仓 |
| 23 | BDX | Becton Dickinson And Co | 0% | +0.74% | 加仓 |
| 24 | BLKCHF | Blackrock Inc | -0.1% | -0.19% | 减仓 |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | +0.71% | 加仓 |
| 26 | TROW | T Rowe Price Group Inc | -0.1% | -0.52% | 减仓 |
| 27 | SYK | Stryker CORP | -0.1% | -0.40% | 减仓 |
| 28 | JNJ | Johnson & Johnson | -0.1% | +1.26% | 加仓 |
| 29 | LIN | Linde plc | -0.1% | -0.31% | 减仓 |
| 30 | ABT | Abbott Laboratories | -0.1% | +1.59% | 加仓 |
| 31 | FDS | Factset Research Systems Inc | -0.1% | +1.91% | 加仓 |
| 32 | PLD | Prologis Inc | -0.1% | +7.02% | 加仓 |
| 33 | UNP | Union Pacific CORP | -0.1% | +0.68% | 加仓 |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | +1.67% | 加仓 |
| 35 | MCD | Mcdonald's CORP | -0.1% | +2.46% | 加仓 |
| 36 | BF-B | Brown-forman Corp-class B | -0.1% | +6.62% | 加仓 |
| 37 | MDT | Medtronic plc | -0.1% | -0.28% | 减仓 |
| 38 | COR | Cencora Inc | -0.1% | -0.82% | 减仓 |
| 39 | HD | Home Depot Inc | -0.1% | +0.27% | 加仓 |
| 40 | ACN | Accenture plc | -0.1% | +2.16% | 加仓 |
| 41 | ITW | Illinois Tool Works | -0.1% | +0.48% | 加仓 |
| 42 | PPG | Ppg Industries Inc | -0.1% | +1.49% | 加仓 |
| 43 | SBUX | Starbucks CORP | -0.2% | +2.05% | 加仓 |
| 44 | SHW | Sherwin-williams Co/the | -0.2% | +0.18% | 加仓 |
| 45 | TGT | Target CORP | -0.2% | +2.81% | 加仓 |
| 46 | GWW | Ww Grainger Inc | -0.2% | -1.25% | 减仓 |
| 47 | NKE | Nike Inc -cl B | -0.2% | +0.46% | 加仓 |
| 48 | LOW | Lowe's Cos Inc | -0.2% | +0.09% | 加仓 |
| 49 | PSX | Phillips 66 | -0.3% | -1.13% | 减仓 |
| 50 | UPS | United Parcel Service-cl B | -0.6% | -41.69% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mattern Capital Management, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$8.6亿，共申报了 157 个公开持股仓位。
在 Q2 2024 季度，Mattern Capital Management, LLC 按市值排列的前三大核心持股分别为：AAPL (2.5%)、MSFT (2.4%)、COST (1.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 2.5% 的权重。
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。
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$1631.8万
在 Q2 2024 季度中，Mattern Capital Management, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 24 个仓位、减仓 26 个仓位以及清仓 0 个仓位。
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。
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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。