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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001802376
申报总市值
US$6.1亿
US$6.1亿
169 檔
24.7%
Mattern Wealth Management LLC 在 Q4 2024 季度的美股仓位总计估值为 US$6.1亿，分散于 169 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Mattern Wealth Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Mattern Wealth Management LLC 的前 5 大核心持股（包含 DFAC, DFSD, AAPL 等）合计占整体申报市值的 24.7%，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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 12.42% | -0.24% | +4.35% | |
| 2 | DFSD | Dimensional Short Duration | ETF-其他 | 5.76% | -0.89% | +1.44% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.68% | +0.03% | -6.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.33% | -0.29% | -5.32% | |
| 5 | DFIC | Dimensional International Co | ETF-其他 | 4.06% | -0.55% | +14.52% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.67% | +0.01% | -0.34% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.37% | +0.78% | +2.53% | |
| 8 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 3.25% | -0.39% | +4.61% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 3.14% | -0.42% | +3.73% | |
| 10 | DFNM | Dimensional National Muni Bd | ETF-其他 | 3.09% | -0.61% | +3.89% | |
| 11 | AVMU | Avantis Core Municipal Fixed | ETF-其他 | 2.57% | -0.02% | +1.59% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.36% | +0.63% | +17.44% | |
| 13 | DGCB | Dimensional Global Credit | ETF-其他 | 2.02% | -0.34% | -3.71% | |
| 14 | AVSF | Avantis Short-term Fixed Inc | ETF-其他 | 1.86% | -0.40% | +3.33% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.51% | +0.10% | +48.12% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.08% | -6.86% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.38% | +0.02% | +0.11% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.32% | +0.04% | +1.60% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.16% | -0.25% | -5.30% | |
| 20 | AVIG | Avantis Core Fixed Income | ETF-其他 | 1.03% | -0.14% | +2.25% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | +0.10% | -4.95% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.14% | -0.03% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 0.97% | -0.18% | -10.82% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | -0.02% | -0.24% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.80% | +0.13% | — | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.76% | +0.36% | +54.64% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | +0.06% | -1.33% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | -0.02% | -1.26% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.68% | -0.17% | -9.75% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.64% | -0.03% | -1.58% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.63% | +0.02% | -1.97% | |
| 32 | DFIV | Dimensional International Va | ETF-其他 | 0.62% | +0.45% | -2.29% | |
| 33 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.57% | -0.10% | -3.27% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.55% | -0.13% | -10.27% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.23% | -13.95% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 0.54% | -0.02% | -8.07% | |
| 37 | AMGN | Amgen Inc | 股票-医疗保健 | 0.53% | -0.03% | +2.74% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 0.52% | +0.04% | -9.73% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | +0.10% | -6.10% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | -0.13% | -2.01% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | -0.06% | -5.24% | |
| 42 | DFAT | Dimensional US Target Value | ETF-其他 | 0.50% | — | +2.50% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.50% | -0.12% | -4.40% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | +0.04% | -4.89% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.47% | +0.16% | NEW | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.46% | -0.03% | -2.58% | |
| 47 | BLK | Blackrock Inc | 股票-金融 | 0.44% | +0.03% | — | |
| 48 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.44% | -0.16% | — | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.44% | — | -12.19% | |
| 50 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.43% | +0.34% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | +48.12% | 加仓 |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.7% | +4.35% | 加仓 |
| 3 | BLK | Blackrock Inc | +0.4% | NEW | 新建仓 |
| 4 | DUSB | Dimension Ultrashort Fi ETF | +0.4% | NEW | 新建仓 |
| 5 | AVLV | Avantis US Large Cap Value | +0.4% | NEW | 新建仓 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.53% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.2% | +54.64% | 加仓 |
| 8 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.2% | +110.14% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.11% | 加仓 |
| 10 | DFIC | Dimensional International Co | +0.2% | +14.52% | 加仓 |
| 11 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +17.44% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.1% | -0.03% | 减仓 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -1.33% | 减仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.95% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -6.86% | 减仓 |
| 16 | DFNM | Dimensional National Muni Bd | +0.1% | +3.89% | 加仓 |
| 17 | DFSV | Dimensional US Small Cap Val | +0.1% | +17.43% | 加仓 |
| 18 | TSLA | Tesla Inc | +0.1% | NEW | 新建仓 |
| 19 | NEE | Nextera Energy Inc | -0.1% | -2.91% | 减仓 |
| 20 | DFIV | Dimensional International Va | -0.1% | -2.29% | 减仓 |
| 21 | FCX | Freeport-mcmoran Inc | -0.1% | -3.39% | 减仓 |
| 22 | INTC | Intel CORP | -0.1% | EXIT | 清仓 |
| 23 | DOW | Dow Inc | -0.1% | EXIT | 清仓 |
| 24 | DIHP | Dimensional International Hi | -0.1% | -32.28% | 减仓 |
| 25 | QCOM | Qualcomm Inc | -0.1% | EXIT | 清仓 |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -33.01% | 减仓 |
| 27 | COP | Conocophillips | -0.1% | -39.20% | 减仓 |
| 28 | NVS | Novartis Ag-sponsored Adr | -0.1% | EXIT | 清仓 |
| 29 | AMT | American Tower CORP | -0.1% | -19.02% | 减仓 |
| 30 | LIN | Linde plc | -0.1% | -10.47% | 减仓 |
| 31 | LHX | L3harris Technologies Inc | -0.1% | -11.94% | 减仓 |
| 32 | LOW | Lowe's Cos Inc | -0.1% | -3.27% | 减仓 |
| 33 | LLY | Eli Lilly & Co | -0.1% | -4.89% | 减仓 |
| 34 | MCD | Mcdonald's CORP | -0.1% | -10.27% | 减仓 |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -16.10% | 减仓 |
| 36 | CVX | Chevron CORP | -0.1% | -9.75% | 减仓 |
| 37 | PSX | Phillips 66 | -0.1% | -4.40% | 减仓 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -13.39% | 减仓 |
| 39 | AMGN | Amgen Inc | -0.1% | +2.74% | 加仓 |
| 40 | ADI | Analog Devices Inc | -0.1% | -9.73% | 减仓 |
| 41 | GD | General Dynamics CORP | -0.1% | -8.07% | 减仓 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -23.30% | 减仓 |
| 43 | XOM | Exxon Mobil CORP | -0.1% | -13.95% | 减仓 |
| 44 | DGCB | Dimensional Global Credit | -0.2% | -3.71% | 减仓 |
| 45 | DFGP | Dimensional Glbl Core Pl Fix | -0.2% | -76.48% | 减仓 |
| 46 | DUHP | Dimensional US High Profi Et | -0.2% | -36.90% | 减仓 |
| 47 | MRK | Merck & Co. Inc. | -0.2% | -53.46% | 减仓 |
| 48 | AVSC | Avantis US Small Cap Equity | -0.4% | -73.33% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.4% | -5.32% | 减仓 |
| 50 | DISV | Dimensional International Sm | -0.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Mattern Wealth Management LLC 在 Q4 2024 季度的美股持仓总市值约为 US$6.1亿，共申报了 169 个公开持股仓位。
在 Q4 2024 季度，Mattern Wealth Management LLC 按市值排列的前三大核心持股分别为：DFAC (12.4%)、DFSD (5.8%)、AAPL (5.7%)。其中最大持股仓位 DFAC 占据整体投资组合约 12.4% 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
BLK
市值: US$201.7万
本季最大获利了结 / 清仓标的
DISV
前期市值: US$214.8万
在 Q4 2024 季度中，Mattern Wealth Management LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 11 个仓位、减仓 30 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 DISV。
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。