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
156 檔
9.2%
Mattern Capital Management, LLC 在 Q3 2024 季度的美股仓位总计估值为 US$8.6亿，分散于 156 个持仓标的之中，反映其市场参与广度与投资规模。
Mattern Capital Management, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 23 档持股的同时，亦同步清仓 1 档并减仓 25 档标的。
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, LOW 等）合计占整体申报市值的 9.2%，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 | 2.51% | +0.22% | -0.48% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.04% | +0.14% | |
| 3 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.80% | -0.06% | -0.18% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.76% | -0.15% | -1.02% | |
| 5 | AFL | Aflac Inc | 股票-金融 | 1.71% | +0.06% | -1.76% | |
| 6 | BRO | Brown & Brown Inc | 股票-金融 | 1.69% | +0.16% | -0.85% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 1.68% | -0.07% | -1.50% | |
| 8 | GWW | Ww Grainger Inc | 股票-工业 | 1.65% | +0.31% | -0.70% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.52% | -0.14% | -1.07% | |
| 10 | PSX | Phillips 66 | 股票-能源 | 1.47% | -1.20% | -0.42% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 1.46% | +0.21% | -0.91% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工业 | 1.43% | -0.01% | -0.95% | |
| 13 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.43% | -0.02% | -1.11% | |
| 14 | COR | Cencora Inc | 股票-医疗保健 | 1.40% | -0.03% | -0.51% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.40% | +0.02% | -0.99% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.39% | +0.45% | -0.34% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 1.39% | +0.04% | -0.81% | |
| 18 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.39% | +0.14% | -0.35% | |
| 19 | LIN | Linde plc | 股票-原材料 | 1.38% | +0.01% | -0.15% | |
| 20 | CTAS | Cintas CORP | 股票-工业 | 1.38% | +0.06% | +293.99% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.37% | +0.17% | +0.14% | |
| 22 | AMGN | Amgen Inc | 股票-医疗保健 | 1.36% | +0.17% | -0.87% | |
| 23 | GD | General Dynamics CORP | 股票-工业 | 1.35% | +0.03% | -0.45% | |
| 24 | BLKCHF | Blackrock Inc | 股票-其他 | 1.33% | — | -0.46% | |
| 25 | TGT | Target CORP | 股票-周期性消费 | 1.33% | -0.02% | EXIT | |
| 26 | TXN | Texas Instruments Inc | 股票-科技 | 1.31% | +0.44% | -0.72% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.30% | — | +1.43% | |
| 28 | XYL | Xylem Inc | 股票-工业 | 1.27% | +0.07% | -0.23% | |
| 29 | ACN | Accenture plc | 股票-科技 | 1.25% | -0.35% | -0.54% | |
| 30 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.24% | — | +0.49% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 1.23% | +0.11% | -0.41% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 1.23% | -0.22% | -1.09% | |
| 33 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.20% | +0.06% | -0.93% | |
| 34 | BR | Broadridge Financial Solutio | 股票-科技 | 1.20% | -0.16% | -0.32% | |
| 35 | ECL | Ecolab Inc | 股票-原材料 | 1.19% | +0.07% | -0.57% | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 1.19% | +0.09% | -0.29% | |
| 37 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.19% | -0.15% | +0.03% | |
| 38 | LHX | L3harris Technologies Inc | 股票-工业 | 1.17% | -0.20% | -0.12% | |
| 39 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.16% | -0.13% | -0.26% | |
| 40 | EMR | Emerson Electric Co | 股票-工业 | 1.15% | -0.02% | EXIT | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 1.14% | — | +0.34% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | +0.51% | +0.62% | |
| 43 | PLD | Prologis Inc | 股票-房地产 | 1.13% | -0.02% | +0.50% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.13% | -0.10% | +0.72% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.13% | +0.05% | +0.05% | |
| 46 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.11% | -0.10% | +0.14% | |
| 47 | MDT | Medtronic plc | 股票-医疗保健 | 1.11% | — | +0.35% | |
| 48 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.11% | -0.13% | -0.06% | |
| 49 | ITW | Illinois Tool Works | 股票-工业 | 1.11% | +0.04% | +0.13% | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 1.10% | +0.17% | +905.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVIG | Avantis Core Fixed Income | +0.5% | NEW | 新建仓 |
| 2 | SHW | Sherwin-williams Co/the | +0.2% | -0.35% | 减仓 |
| 3 | LOW | Lowe's Cos Inc | +0.2% | -0.18% | 减仓 |
| 4 | AFL | Aflac Inc | +0.2% | -1.76% | 减仓 |
| 5 | SBUX | Starbucks CORP | +0.2% | +1.43% | 加仓 |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +310.84% | 加仓 |
| 7 | LMT | Lockheed Martin CORP | +0.2% | -0.95% | 减仓 |
| 8 | PH | Parker Hannifin CORP | +0.1% | +3.21% | 加仓 |
| 9 | NKE | Nike Inc -cl B | +0.1% | +7.26% | 加仓 |
| 10 | WEC | Wec Energy Group Inc | +0.1% | +0.14% | 加仓 |
| 11 | WMT | Walmart Inc | +0.1% | -1.50% | 减仓 |
| 12 | NEE | Nextera Energy Inc | +0.1% | -1.07% | 减仓 |
| 13 | BLKCHF | Blackrock Inc | +0.1% | -0.46% | 减仓 |
| 14 | HD | Home Depot Inc | +0.1% | +0.14% | 加仓 |
| 15 | MCD | Mcdonald's CORP | +0.1% | +0.72% | 加仓 |
| 16 | ATO | Atmos Energy CORP | +0.1% | -0.26% | 减仓 |
| 17 | O | Realty Income CORP | +0.1% | +0.09% | 加仓 |
| 18 | CMS | Cms Energy CORP | +0.1% | +0.10% | 加仓 |
| 19 | BRO | Brown & Brown Inc | +0.1% | -0.85% | 减仓 |
| 20 | CTAS | Cintas CORP | +0.1% | +293.99% | 加仓 |
| 21 | GWW | Ww Grainger Inc | +0.1% | -0.70% | 减仓 |
| 22 | ACN | Accenture plc | +0.1% | -0.54% | 减仓 |
| 23 | APD | Air Products & Chemicals Inc | +0.1% | +0.49% | 加仓 |
| 24 | ICE | Intercontinental Exchange In | +0.1% | -1.09% | 减仓 |
| 25 | SPGI | S&p Global Inc | +0.1% | -0.81% | 减仓 |
| 26 | ADP | Automatic Data Processing | +0.1% | -0.41% | 减仓 |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | -0.34% | 减仓 |
| 28 | MDT | Medtronic plc | +0.1% | +0.35% | 加仓 |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | -0.05% | 减仓 |
| 30 | FRT | Federal Realty Invs Trust | 0% | -0.10% | 减仓 |
| 31 | BF-B | Brown-forman Corp-class B | 0% | +1.99% | 加仓 |
| 32 | CB | Chubb Limited | 0% | -0.99% | 减仓 |
| 33 | ZTS | Zoetis Inc | 0% | +0.03% | 加仓 |
| 34 | PLD | Prologis Inc | 0% | +0.50% | 加仓 |
| 35 | AWK | American Water Works Co Inc | 0% | -0.06% | 减仓 |
| 36 | PAYX | Paychex Inc | 0% | +0.16% | 加仓 |
| 37 | CSCO | Cisco Systems Inc | 0% | +0.62% | 加仓 |
| 38 | FDS | Factset Research Systems Inc | 0% | +0.59% | 加仓 |
| 39 | MDLZ | Mondelez International Inc-a | 0% | +0.18% | 加仓 |
| 40 | AAPL | Apple Inc | 0% | -0.48% | 减仓 |
| 41 | ITW | Illinois Tool Works | 0% | +0.13% | 加仓 |
| 42 | JNJ | Johnson & Johnson | 0% | +0.55% | 加仓 |
| 43 | NJR | New Jersey Resources CORP | 0% | +0.04% | 加仓 |
| 44 | UNP | Union Pacific CORP | 0% | +0.34% | 加仓 |
| 45 | LIN | Linde plc | 0% | -0.15% | 减仓 |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.2% | EXIT | 清仓 |
| 47 | UPS | United Parcel Service-cl B | -0.2% | -22.92% | 减仓 |
| 48 | VNLA | Janus Henderson Short Durati | -0.3% | -69.60% | 减仓 |
| 49 | PSX | Phillips 66 | -0.3% | -0.42% | 减仓 |
| 50 | SUB | Ishares Short-term National | -0.4% | -82.63% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mattern Capital Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$8.6亿，共申报了 156 个公开持股仓位。
在 Q3 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 (2.1%)、LOW (1.8%)。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。
本季最大新建仓标的
AVIG
市值: US$392.4万
本季最大获利了结 / 清仓标的
NEAR
前期市值: US$134.0万
在 Q3 2024 季度中，Mattern Capital Management, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 23 个仓位、减仓 25 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AVIG。 本季清仓仓位包含 NEAR。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。