13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001894164
申報總市值
US$3.2億
US$3.2億
199 檔
29.9%
根據最新整理的 13F 季度數據集，Burns Matteson Capital Management, LLC 於 Q4 2025 結束時的管理資產規模為 US$3.2億。該機構在本季度申報了 199 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Burns Matteson Capital Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 29 個新部位，並對 4 個既有持股進行加碼（合計增持 33 檔），相較減碼與清倉部位顯著佔優。
整體而言，Burns Matteson Capital Management, LLC 的前 5 大持股（包含 ACCO BRANDS CORP, GLW, SPHQ）貢獻了組合市值的 29.9%，形成該機構在 Q4 2025 季度的基本面基石。
本季最大新建倉標的
ACCO BRANDS CORP
市值: US$2932.3萬
本季最大獲利了結 / 清倉標的
GLD
前期市值: US$675.4萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Acco Brands CORP | 股票-其他 | 10.28% | — | — | |
| 2 | GLW | Corning Inc | 股票-科技 | 10.28% | +8.95% | -0.39% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 5.86% | +0.21% | +0.89% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.85% | -0.67% | -3.67% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.19% | -0.05% | +59.85% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 3.16% | -0.03% | +60.63% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.12% | -0.07% | -0.82% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.43% | -0.30% | -0.54% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 2.23% | -0.15% | +1.67% | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.04% | -0.70% | -18.18% | |
| 11 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 1.71% | +0.02% | +2.30% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.67% | -0.08% | -0.09% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.63% | -0.12% | +1.17% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.61% | -0.03% | +1.00% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.52% | -0.08% | +6.57% | |
| 16 | OHI | Omega Healthcare Investors | 股票-房地產 | 1.42% | -0.11% | +0.61% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | +0.08% | -12.90% | |
| 18 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.41% | -0.25% | -1.38% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -0.12% | -7.73% | |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.32% | +0.10% | +3.12% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.27% | — | -10.42% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | -0.66% | -0.40% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.07% | -0.08% | +9.28% | |
| 24 | MCHX | Marchex, Inc. | 股票-其他 | 0.96% | — | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | +0.09% | -17.88% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.75% | +0.09% | -19.52% | |
| 27 | O | Realty Income CORP | 股票-房地產 | 0.74% | -0.13% | -1.02% | |
| 28 | REZ | Ishars Res And Multi Reales | ETF-其他 | 0.65% | -0.02% | -3.31% | |
| 29 | SUI | Sun Communities Inc | 股票-房地產 | 0.64% | -0.10% | +40.30% | |
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 0.54% | +0.20% | -3.94% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | +0.09% | -25.84% | |
| 32 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.53% | -0.05% | -8.87% | |
| 33 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 0.51% | -1.58% | +0.25% | |
| 34 | WY | Weyerhaeuser Co | 股票-房地產 | 0.48% | -0.11% | -5.17% | |
| 35 | VTR | Ventas Inc | 股票-房地產 | 0.46% | -0.04% | -0.81% | |
| 36 | ✓ | Ventas Inc | 股票-其他 | 0.45% | — | — | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.44% | -0.01% | -2.19% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.39% | -0.10% | EXIT | |
| 39 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.39% | -0.03% | +182.73% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.36% | -0.08% | -4.20% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.36% | -0.03% | +0.62% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.34% | -0.05% | -3.14% | |
| 43 | UAL | United Airlines Holdings Inc | 股票-工業 | 0.34% | -0.29% | EXIT | |
| 44 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.34% | -0.15% | EXIT | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.34% | -0.13% | EXIT | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.31% | +0.16% | -0.96% | |
| 47 | RSPR | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.31% | -0.01% | -2.43% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.30% | — | -3.68% | |
| 49 | INDS | Pacer Industrial Real Estate | ETF-其他 | 0.28% | -0.03% | -4.54% | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.28% | — | -6.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | +0.9% | +59.85% | 加碼 |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | +0.9% | +60.63% | 加碼 |
| 3 | CAH | Cardinal Health Inc | +0.3% | +182.73% | 加碼 |
| 4 | EIX | Edison International | +0.2% | +25.53% | 加碼 |
| 5 | UNH | Unitedhealth Group Inc | -0.3% | -19.52% | 減碼 |
| 6 | META | Meta Platforms Inc-class A | -0.4% | -25.84% | 減碼 |
| 7 | MSFT | Microsoft CORP | -0.4% | -7.73% | 減碼 |
| 8 | NVDA | Nvidia CORP | -0.4% | -12.90% | 減碼 |
| 9 | GLW | Corning Inc | -0.7% | -0.39% | 減碼 |
| 10 | ✓ | Acco Brands CORP | — | NEW | 新建倉 |
| 11 | GLD | SPDR Gold Shares | — | EXIT | 清倉 |
| 12 | ✓ | Ishares Silver Trust | — | EXIT | 清倉 |
| 13 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | EXIT | 清倉 |
| 14 | MCHX | Marchex, Inc. | — | NEW | 新建倉 |
| 15 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | 清倉 |
| 16 | ✓ | Ventas Inc | — | NEW | 新建倉 |
| 17 | APP | Applovin Corp-class A | — | EXIT | 清倉 |
| 18 | AXTA | Axalta Coating Systems Ltd. | — | NEW | 新建倉 |
| 19 | MOH | Molina Healthcare Inc | — | NEW | 新建倉 |
| 20 | MU | Micron Technology Inc | — | EXIT | 清倉 |
| 21 | THC | Tenet Healthcare CORP | — | NEW | 新建倉 |
| 22 | IDCC | Interdigital Inc | — | EXIT | 清倉 |
| 23 | VTRS | Viatris Inc | — | NEW | 新建倉 |
| 24 | FDX | Fedex CORP | — | NEW | 新建倉 |
| 25 | FDX | FedEx Corporation | — | NEW | 新建倉 |
| 26 | BIIB | Biogen Inc | — | NEW | 新建倉 |
| 27 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | 新建倉 |
| 28 | SYF | Synchrony Financial | — | NEW | 新建倉 |
| 29 | MPWR | Monolithic Power Systems Inc | — | EXIT | 清倉 |
| 30 | UBER | Uber Technologies Inc | — | EXIT | 清倉 |
| 31 | LDOS | Leidos Holdings Inc | — | EXIT | 清倉 |
| 32 | ALL | Allstate CORP | — | NEW | 新建倉 |
| 33 | ORI | Old Republic Intl CORP | — | NEW | 新建倉 |
| 34 | CVS | Cvs Health CORP | — | NEW | 新建倉 |
| 35 | HOOD | Robinhood Markets Inc - A | — | EXIT | 清倉 |
| 36 | UGI | Ugi CORP | — | NEW | 新建倉 |
| 37 | UI | Ubiquiti Inc | — | EXIT | 清倉 |
| 38 | RF | Regions Financial CORP | — | NEW | 新建倉 |
| 39 | ZION | Zions Bancorp NA | — | NEW | 新建倉 |
| 40 | MTG | Mgic Investment CORP | — | NEW | 新建倉 |
| 41 | ELV | Elevance Health Inc | — | NEW | 新建倉 |
| 42 | AES | Aes CORP | — | NEW | 新建倉 |
| 43 | COR | Cencora Inc | — | NEW | 新建倉 |
| 44 | SYU1 | Synovus Financial CORP | — | NEW | 新建倉 |
| 45 | TTC | Toro Co | — | NEW | 新建倉 |
| 46 | HWC | Hancock Whitney CORP | — | NEW | 新建倉 |
| 47 | MCK | Mckesson CORP | — | NEW | 新建倉 |
| 48 | TRV | Travelers Cos Inc/the | — | NEW | 新建倉 |
| 49 | ABCB | Ameris Bancorp | — | NEW | 新建倉 |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Burns Matteson Capital Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$3.2億，共申報了 199 個公開持股部位。
在 Q4 2025 季度，Burns Matteson Capital Management, LLC 按市值排列的前三大核心持股分別為：ACCO BRANDS CORP (10.3%)、GLW (10.3%)、SPHQ (5.9%)。其中最大持股部位 ACCO BRANDS CORP 佔據整體投資組合約 10.3% 的權重。
在 Q4 2025 季度中，Burns Matteson Capital Management, LLC 共進行了 50 項持倉異動，包含新建倉 29 個部位、加碼 4 個部位、減碼 5 個部位以及清倉 12 個部位。 其中最大新建倉標的為 ACCO BRANDS CORP。 本季清倉部位包含 GLD。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
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完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。