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
160 檔
9.1%
截至 Q4 2024 季度末，Mattern Capital Management, LLC 的美股持仓估值约为 US$8.6亿，全数申报仓位共有 160 档。
Mattern Capital Management, LLC 在 Q4 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, COST 等）合计占整体申报市值的 9.1%，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 | 2.69% | +0.22% | -3.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.04% | +0.87% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.81% | -0.15% | -3.94% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 1.79% | -0.07% | -7.99% | |
| 5 | GWW | Ww Grainger Inc | 股票-工业 | 1.71% | +0.31% | -1.29% | |
| 6 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.69% | -0.06% | -0.51% | |
| 7 | BRO | Brown & Brown Inc | 股票-金融 | 1.68% | +0.16% | -2.06% | |
| 8 | AFL | Aflac Inc | 股票-金融 | 1.52% | +0.06% | -7.40% | |
| 9 | COR | Cencora Inc | 股票-医疗保健 | 1.43% | -0.03% | -1.32% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.41% | +0.17% | -7.52% | |
| 11 | BLK | Blackrock Inc | 股票-金融 | 1.41% | -0.01% | — | |
| 12 | PSX | Phillips 66 | 股票-能源 | 1.40% | -1.20% | +6.20% | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.39% | +0.02% | +0.07% | |
| 14 | SPGI | S&p Global Inc | 股票-金融 | 1.38% | +0.04% | -0.82% | |
| 15 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.34% | -0.02% | +396.47% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.34% | +0.17% | -1.39% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.34% | +0.21% | -4.61% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.33% | +0.11% | -1.41% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.31% | -0.35% | +2.27% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.31% | -0.14% | -1.45% | |
| 21 | BR | Broadridge Financial Solutio | 股票-科技 | 1.30% | -0.16% | +0.06% | |
| 22 | LIN | Linde plc | 股票-原材料 | 1.30% | +0.01% | +3.60% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.28% | +0.51% | -2.46% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 1.27% | -0.02% | EXIT | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.26% | — | -0.02% | |
| 26 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.25% | +0.14% | -2.06% | |
| 27 | SYK | Stryker CORP | 股票-医疗保健 | 1.25% | +0.09% | +1.97% | |
| 28 | TGT | Target CORP | 股票-周期性消费 | 1.24% | -0.02% | EXIT | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 1.24% | -0.01% | +0.29% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.23% | +0.45% | -1.21% | |
| 31 | FDS | Factset Research Systems Inc | 股票-金融 | 1.22% | +0.05% | +3.45% | |
| 32 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.21% | — | -2.91% | |
| 33 | GD | General Dynamics CORP | 股票-工业 | 1.20% | +0.03% | -1.12% | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 1.19% | -0.05% | EXIT | |
| 35 | XYL | Xylem Inc | 股票-工业 | 1.19% | +0.07% | +5.40% | |
| 36 | PAYX | Paychex Inc | 股票-科技 | 1.19% | +0.05% | +0.38% | |
| 37 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.18% | -0.13% | -2.14% | |
| 38 | CTAS | Cintas CORP | 股票-工业 | 1.17% | +0.06% | -7.23% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | +0.05% | +2.93% | |
| 40 | CBSH | Commerce Bancshares Inc | 股票-金融 | 1.16% | -0.73% | +1.80% | |
| 41 | TXN | Texas Instruments Inc | 股票-科技 | 1.16% | +0.44% | -6.02% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 1.14% | — | +4.34% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.14% | -0.10% | +1.96% | |
| 44 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.13% | -0.01% | +3.19% | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 1.13% | +0.04% | +2.08% | |
| 46 | ECL | Ecolab Inc | 股票-原材料 | 1.13% | +0.07% | -0.08% | |
| 47 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.12% | +0.06% | +2.87% | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 1.12% | -0.22% | -4.95% | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 1.11% | +0.17% | -2.70% | |
| 50 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.10% | -0.15% | +7.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.4% | NEW | 新建仓 |
| 2 | AVGO | Broadcom Inc | +0.3% | -7.52% | 减仓 |
| 3 | V | Visa Inc-class A Shares | +0.2% | +4.48% | 加仓 |
| 4 | AAPL | Apple Inc | +0.2% | -3.64% | 减仓 |
| 5 | HON | Honeywell International Inc | +0.2% | +2.73% | 加仓 |
| 6 | CSCO | Cisco Systems Inc | +0.1% | -2.46% | 减仓 |
| 7 | FDS | Factset Research Systems Inc | +0.1% | +3.45% | 加仓 |
| 8 | EMR | Emerson Electric Co | +0.1% | -5.84% | 减仓 |
| 9 | DECK | Deckers Outdoor CORP | +0.1% | +3.13% | 加仓 |
| 10 | CBSH | Commerce Bancshares Inc | +0.1% | +1.80% | 加仓 |
| 11 | TROW | T Rowe Price Group Inc | +0.1% | +2.54% | 加仓 |
| 12 | AVIG | Avantis Core Fixed Income | +0.1% | +18.10% | 加仓 |
| 13 | DUHP | Dimensional US High Profi Et | +0.1% | +175.23% | 加仓 |
| 14 | HD | Home Depot Inc | 0% | -1.39% | 减仓 |
| 15 | APD | Air Products & Chemicals Inc | 0% | -2.91% | 减仓 |
| 16 | WEC | Wec Energy Group Inc | 0% | -3.65% | 减仓 |
| 17 | SBUX | Starbucks CORP | 0% | -0.02% | 减仓 |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -0.20% | 减仓 |
| 19 | JNJ | Johnson & Johnson | 0% | +4.14% | 加仓 |
| 20 | CMS | Cms Energy CORP | -0.1% | -2.07% | 减仓 |
| 21 | MDT | Medtronic plc | -0.1% | +4.34% | 加仓 |
| 22 | ECL | Ecolab Inc | -0.1% | -0.08% | 减仓 |
| 23 | BF-B | Brown-forman Corp-class B | -0.1% | +15.91% | 加仓 |
| 24 | PSX | Phillips 66 | -0.1% | +6.20% | 加仓 |
| 25 | MDLZ | Mondelez International Inc-a | -0.1% | +10.88% | 加仓 |
| 26 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -34.99% | 减仓 |
| 27 | LIN | Linde plc | -0.1% | +3.60% | 加仓 |
| 28 | XYL | Xylem Inc | -0.1% | +5.40% | 加仓 |
| 29 | CL | Colgate-palmolive Co | -0.1% | +2.87% | 加仓 |
| 30 | TSCO | Tractor Supply Company | -0.1% | +396.47% | 加仓 |
| 31 | TGT | Target CORP | -0.1% | +3.66% | 加仓 |
| 32 | ZTS | Zoetis Inc | -0.1% | +7.41% | 加仓 |
| 33 | PLD | Prologis Inc | -0.1% | +5.09% | 加仓 |
| 34 | LOW | Lowe's Cos Inc | -0.1% | -0.51% | 减仓 |
| 35 | ICE | Intercontinental Exchange In | -0.1% | -4.95% | 减仓 |
| 36 | AWK | American Water Works Co Inc | -0.1% | +2.74% | 加仓 |
| 37 | ADI | Analog Devices Inc | -0.1% | -4.61% | 减仓 |
| 38 | O | Realty Income CORP | -0.1% | +1.42% | 加仓 |
| 39 | LHX | L3harris Technologies Inc | -0.1% | -2.57% | 减仓 |
| 40 | SHW | Sherwin-williams Co/the | -0.1% | -2.06% | 减仓 |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -26.33% | 减仓 |
| 42 | TXN | Texas Instruments Inc | -0.2% | -6.02% | 减仓 |
| 43 | GD | General Dynamics CORP | -0.2% | -1.12% | 减仓 |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | -1.21% | 减仓 |
| 45 | AFL | Aflac Inc | -0.2% | -7.40% | 减仓 |
| 46 | LMT | Lockheed Martin CORP | -0.2% | +0.29% | 加仓 |
| 47 | NEE | Nextera Energy Inc | -0.2% | -1.45% | 减仓 |
| 48 | CTAS | Cintas CORP | -0.2% | -7.23% | 减仓 |
| 49 | AMGN | Amgen Inc | -0.3% | -2.70% | 减仓 |
| 50 | BLKCHF | Blackrock Inc | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Mattern Capital Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$8.6亿，共申报了 160 个公开持股仓位。
在 Q4 2024 季度，Mattern Capital Management, LLC 按市值排列的前三大核心持股分别为：AAPL (2.7%)、MSFT (2.1%)、COST (1.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 2.7% 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
BLK
市值: US$1083.7万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$1057.8万
在 Q4 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 BLK。 本季清仓仓位包含 BLKCHF。
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。