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
170 檔
9.2%
根据最新整理的 13F 季度数据集，Mattern Capital Management, LLC 于 Q1 2026 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 170 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Mattern Capital Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 83 个既有持股进行加仓（合计增持 92 档），相较减仓与清仓仓位显著占优。
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, PSX, MSFT 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 | 2.36% | +0.22% | +1.13% | |
| 2 | PSX | Phillips 66 | 股票-能源 | 1.93% | -1.20% | -2.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.04% | +16.05% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.72% | -0.15% | -1.17% | |
| 5 | COR | Cencora Inc | 股票-医疗保健 | 1.58% | -0.03% | -1.33% | |
| 6 | GWW | Ww Grainger Inc | 股票-工业 | 1.57% | +0.31% | -1.85% | |
| 7 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.52% | -0.10% | +29.14% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.49% | -0.14% | -2.30% | |
| 9 | CMS | Cms Energy CORP | 股票-公用事业 | 1.48% | -0.13% | +32.27% | |
| 10 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.47% | -0.06% | -2.50% | |
| 11 | AFL | Aflac Inc | 股票-金融 | 1.45% | +0.06% | +1.58% | |
| 12 | LHX | L3harris Technologies Inc | 股票-工业 | 1.44% | -0.20% | -5.13% | |
| 13 | LIN | Linde plc | 股票-原材料 | 1.43% | +0.01% | -0.87% | |
| 14 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.43% | -0.13% | +36.74% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.41% | +0.02% | -0.70% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | +0.17% | -1.47% | |
| 17 | GD | General Dynamics CORP | 股票-工业 | 1.36% | +0.03% | -0.91% | |
| 18 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.32% | -0.13% | +2.02% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.31% | -0.07% | -38.39% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.30% | -0.15% | +48.78% | |
| 21 | MSI | Motorola Solutions Inc | 股票-科技 | 1.28% | -0.08% | — | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.26% | +0.45% | +48.43% | |
| 23 | CEG | Constellation Energy | 股票-公用事业 | 1.24% | -0.24% | +57.03% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 1.23% | -0.08% | +56.91% | |
| 25 | BR | Broadridge Financial Solutio | 股票-科技 | 1.22% | -0.16% | +41.37% | |
| 26 | FDS | Factset Research Systems Inc | 股票-金融 | 1.21% | +0.05% | +53.69% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.20% | +0.11% | +35.35% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.20% | -0.41% | +84.38% | |
| 29 | BLK | Blackrock Inc | 股票-金融 | 1.20% | -0.01% | -0.20% | |
| 30 | NJR | New Jersey Resources CORP | 股票-公用事业 | 1.18% | -0.04% | -0.66% | |
| 31 | PAYX | Paychex Inc | 股票-科技 | 1.18% | +0.05% | +45.81% | |
| 32 | TT | Trane Technologies plc | 股票-工业 | 1.18% | +0.12% | — | |
| 33 | WM | Waste Management Inc | 股票-工业 | 1.17% | -0.02% | +779.95% | |
| 34 | PLD | Prologis Inc | 股票-房地产 | 1.15% | -0.02% | -0.92% | |
| 35 | ACN | Accenture plc | 股票-科技 | 1.14% | -0.35% | +33.61% | |
| 36 | ECL | Ecolab Inc | 股票-原材料 | 1.13% | +0.07% | -0.72% | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.12% | +0.14% | +0.69% | |
| 38 | BRO | Brown & Brown Inc | 股票-金融 | 1.11% | +0.16% | +3.86% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 1.11% | +0.04% | +4.03% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.11% | -0.10% | +0.12% | |
| 41 | ITW | Illinois Tool Works | 股票-工业 | 1.11% | +0.04% | -0.49% | |
| 42 | ICE | Intercontinental Exchange In | 股票-金融 | 1.10% | -0.22% | -1.91% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.10% | -0.14% | +0.99% | |
| 44 | XYL | Xylem Inc | 股票-工业 | 1.08% | +0.07% | +3.33% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 1.07% | +0.17% | +0.26% | |
| 46 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.07% | -0.02% | +1.73% | |
| 47 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.06% | +0.06% | -1.28% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.06% | +0.37% | -1.51% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 1.05% | +0.09% | +0.80% | |
| 50 | CTAS | Cintas CORP | 股票-工业 | 1.05% | +0.06% | +1.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WM | Waste Management Inc | +1.1% | +779.95% | 加仓 |
| 2 | PSX | Phillips 66 | +0.6% | -2.05% | 减仓 |
| 3 | CMS | Cms Energy CORP | +0.5% | +32.27% | 加仓 |
| 4 | WEC | Wec Energy Group Inc | +0.5% | +29.14% | 加仓 |
| 5 | AWK | American Water Works Co Inc | +0.4% | +36.74% | 加仓 |
| 6 | ROP | Roper Technologies Inc | +0.3% | +56.91% | 加仓 |
| 7 | CEG | Constellation Energy | +0.3% | +57.03% | 加仓 |
| 8 | ABT | Abbott Laboratories | +0.3% | +48.78% | 加仓 |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | +48.43% | 加仓 |
| 10 | COST | Costco Wholesale CORP | +0.2% | -1.17% | 减仓 |
| 11 | INTU | Intuit Inc | +0.2% | +84.38% | 加仓 |
| 12 | PAYX | Paychex Inc | +0.2% | +45.81% | 加仓 |
| 13 | LIN | Linde plc | +0.2% | -0.87% | 减仓 |
| 14 | NJR | New Jersey Resources CORP | +0.2% | -0.66% | 减仓 |
| 15 | NEE | Nextera Energy Inc | +0.2% | -2.30% | 减仓 |
| 16 | FDS | Factset Research Systems Inc | +0.2% | +53.69% | 加仓 |
| 17 | LHX | L3harris Technologies Inc | +0.2% | -5.13% | 减仓 |
| 18 | ATO | Atmos Energy CORP | +0.2% | +2.02% | 加仓 |
| 19 | NFLX | Netflix Inc | +0.2% | +79.21% | 加仓 |
| 20 | CHD | Church & Dwight Co Inc | +0.1% | +0.27% | 加仓 |
| 21 | PEP | Pepsico Inc | +0.1% | +0.99% | 加仓 |
| 22 | GWW | Ww Grainger Inc | +0.1% | -1.85% | 减仓 |
| 23 | AVLV | Avantis US Large Cap Value | +0.1% | +41.25% | 加仓 |
| 24 | VNLA | Janus Henderson Short Durati | +0.1% | +39.91% | 加仓 |
| 25 | TYL | Tyler Technologies Inc | +0.1% | +133.74% | 加仓 |
| 26 | COP | Conocophillips | +0.1% | +2.85% | 加仓 |
| 27 | MDLZ | Mondelez International Inc-a | +0.1% | +2.03% | 加仓 |
| 28 | ADP | Automatic Data Processing | +0.1% | +35.35% | 加仓 |
| 29 | CRM | Salesforce Inc | +0.1% | +119.42% | 加仓 |
| 30 | CVX | Chevron CORP | +0.1% | +2.08% | 加仓 |
| 31 | DUHP | Dimensional US High Profi Et | +0.1% | +49.13% | 加仓 |
| 32 | CL | Colgate-palmolive Co | +0.1% | -1.28% | 减仓 |
| 33 | ITW | Illinois Tool Works | +0.1% | -0.49% | 减仓 |
| 34 | CB | Chubb Limited | +0.1% | -0.70% | 减仓 |
| 35 | IVV | Ishares Core S&p 500 ETF | +0.1% | +217.90% | 加仓 |
| 36 | BR | Broadridge Financial Solutio | +0.1% | +41.37% | 加仓 |
| 37 | PLD | Prologis Inc | +0.1% | -0.92% | 减仓 |
| 38 | ASML | ASML Holding N.V. | 0% | +2.46% | 加仓 |
| 39 | DFIV | Dimensional International Va | 0% | +48.85% | 加仓 |
| 40 | AVUV | Avantis US Small Cap Value | 0% | +36.90% | 加仓 |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.34% | 加仓 |
| 42 | GD | General Dynamics CORP | 0% | -0.91% | 减仓 |
| 43 | WSO | Watsco Inc | 0% | +12.06% | 加仓 |
| 44 | MCO | Moody's CORP | 0% | +47.10% | 加仓 |
| 45 | RSG | Republic Services Inc | 0% | +17.23% | 加仓 |
| 46 | ORLY | O'reilly Automotive Inc | 0% | +24.89% | 加仓 |
| 47 | MCD | Mcdonald's CORP | 0% | +0.12% | 加仓 |
| 48 | AFL | Aflac Inc | 0% | +1.58% | 加仓 |
| 49 | DFAT | Dimensional US Target Value | 0% | +31.17% | 加仓 |
| 50 | DFEV | Dimensional Emrg Mrkt Val | 0% | +56.22% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mattern Capital Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$8.6亿，共申报了 170 个公开持股仓位。
在 Q1 2026 季度，Mattern Capital Management, LLC 按市值排列的前三大核心持股分别为：AAPL (2.4%)、PSX (1.9%)、MSFT (1.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 2.4% 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
MSI
市值: US$1065.7万
本季最大获利了结 / 清仓标的
APD
前期市值: US$857.3万
在 Q1 2026 季度中，Mattern Capital Management, LLC 共进行了 156 项持仓异动，包含新建仓 9 个仓位、加仓 83 个仓位、减仓 55 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 MSI。 本季清仓仓位包含 APD。
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。