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。
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CIK: 0001527641
申報總市值
US$118.0億
US$118.0億
1894 檔
37.4%
Mather Group, LLC. 在 Q2 2026 季度的美股部位總計估值為 US$118.0億，分散於 1894 個持倉標的之中，反映其市場參與廣度與投資規模。
Mather Group, LLC. 於 Q2 2026 展現出進攻型調倉步調，本季推動了 10 檔股票的新建倉與 126 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Mather Group, LLC. 的前 5 大核心持股（包含 VUG, VTV, VGK 等）合計佔整體申報市值的 37.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1894 檔）
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 11.42% | +1.25% | +3006.40% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 9.61% | +0.33% | +337.32% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 6.84% | -0.22% | +1.25% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 6.22% | +0.04% | +4.09% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 4.37% | -0.04% | +3.19% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.84% | -0.84% | -70.11% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.47% | +0.09% | +16.18% | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 3.11% | -0.03% | +5.50% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.07% | -0.89% | -71.42% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 2.24% | -2.24% | EXIT | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.07% | -0.13% | +7.38% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.05% | -0.04% | +4.86% | |
| 13 | DISV | Dimensional International Sm | ETF-其他 | 1.82% | +0.01% | -9.29% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.70% | +0.34% | +216243.69% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.63% | -0.13% | -5.39% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.35% | +0.10% | +375884.60% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.33% | -0.11% | -0.47% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.13% | -0.05% | -2.44% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.09% | -0.31% | -55.95% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | -0.07% | -1.98% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.90% | -0.02% | -1.00% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.72% | -0.06% | -0.25% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.67% | -0.01% | +1.76% | |
| 24 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.64% | -0.02% | -0.98% | |
| 25 | AAPL | Apple Inc | 股票-科技 | 0.63% | +0.26% | +21.52% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | -0.06% | +7.48% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.51% | -0.03% | -2.58% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.50% | -0.01% | -0.49% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.50% | +0.06% | +6320.20% | |
| 30 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.47% | +0.01% | -0.57% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.46% | — | +0.46% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | -0.03% | +4.99% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | +0.03% | +11.48% | |
| 34 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.44% | -0.02% | +2.80% | |
| 35 | DFAI | Dimensional International Co | ETF-其他 | 0.44% | -0.01% | +5.77% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.13% | +8.78% | |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.43% | -0.28% | -77.26% | |
| 38 | DFIS | Dimensional International Sm | ETF-其他 | 0.42% | -0.02% | -8.20% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.42% | -0.01% | +1.42% | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.37% | +0.01% | +10.84% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.35% | +0.18% | +19.57% | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.30% | -0.04% | -2.80% | |
| 43 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.29% | — | -2.56% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.28% | -0.03% | -0.32% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | -0.27% | EXIT | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.27% | +0.02% | -0.07% | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.26% | +0.06% | +43.13% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.25% | -0.01% | -8.59% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.25% | +0.12% | +42.94% | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.23% | -0.03% | +14.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +9.3% | +3006.40% | 加碼 |
| 2 | VTV | Vanguard Value ETF | +7.4% | +337.32% | 加碼 |
| 3 | TIP | Ishares Tips Bond ETF | +1.7% | +216243.69% | 加碼 |
| 4 | TLH | Ishares 10-20 Year Treasury | +1.4% | +375884.60% | 加碼 |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | +0.5% | +6320.20% | 加碼 |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.5% | +4.09% | 加碼 |
| 7 | DFAE | Dimensional Emerging Core Eq | +0.3% | +3.19% | 加碼 |
| 8 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | +7.38% | 加碼 |
| 9 | XLK | Ss Technology Select Sector | +0.2% | +608.10% | 加碼 |
| 10 | ✓ | +0.1% | NEW | 新建倉 | |
| 11 | AAPL | Apple Inc | +0.1% | +21.52% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +42.94% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +43.13% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +142.18% | 加碼 |
| 15 | RSSY | Return Stacked US S&f Yd ETF | +0.1% | +453.92% | 加碼 |
| 16 | MU | Micron Technology Inc | +0.1% | +4.70% | 加碼 |
| 17 | GE | General Electric | +0.1% | +76.30% | 加碼 |
| 18 | XLV | Ss Health Care Select Sector | +0.1% | +2704.51% | 加碼 |
| 19 | CAT | Caterpillar Inc | +0.1% | +4.52% | 加碼 |
| 20 | CTAP | Simplify US Eq Plus Mgd Fut | +0.1% | +89.47% | 加碼 |
| 21 | LRCX | Lam Research CORP | +0.1% | -5.42% | 減碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +79.43% | 加碼 |
| 23 | AMAT | Applied Materials Inc | +0.1% | -1.19% | 減碼 |
| 24 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +61.94% | 加碼 |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | +24.81% | 加碼 |
| 26 | NTSI | Wisdomtree International Eff | +0.1% | +175.83% | 加碼 |
| 27 | RSBT | Rtrn Stck Bnds & Mng Futures | +0.1% | +193.30% | 加碼 |
| 28 | CRH | CRH plc | +0.1% | +7308.61% | 加碼 |
| 29 | BAC | Bank Of America CORP | +0.1% | +204.68% | 加碼 |
| 30 | VMBS | Vanguard Mortgage-backed Sec | 0% | +16.18% | 加碼 |
| 31 | NVDA | Nvidia CORP | 0% | +8.78% | 加碼 |
| 32 | ESGV | Vanguard Esg US Stock ETF | 0% | +10.84% | 加碼 |
| 33 | AVGO | Broadcom Inc | 0% | +14.35% | 加碼 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +38.37% | 加碼 |
| 35 | WMT | Walmart Inc | 0% | +101.25% | 加碼 |
| 36 | SO | Southern Co/the | 0% | +318.35% | 加碼 |
| 37 | CSX | Csx CORP | 0% | +1118.90% | 加碼 |
| 38 | KMI | Kinder Morgan, Inc. | 0% | +786.42% | 加碼 |
| 39 | WM | Waste Management Inc | 0% | +735.81% | 加碼 |
| 40 | GEV | GE Vernova Inc | 0% | +40.29% | 加碼 |
| 41 | KLAC | Kla CORP | 0% | +865.07% | 加碼 |
| 42 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | 0% | +233.52% | 加碼 |
| 43 | AMD | Advanced Micro Devices | 0% | -7.16% | 減碼 |
| 44 | TQQQ | Proshares Ultrapro Qqq | 0% | +1102.60% | 加碼 |
| 45 | ODFL | Old Dominion Freight Line | 0% | +1621.25% | 加碼 |
| 46 | DUK | Duke Energy CORP | 0% | +263.23% | 加碼 |
| 47 | BLDR | Builders Firstsource Inc | 0% | +18542.70% | 加碼 |
| 48 | MDLZ | Mondelez International Inc-a | 0% | +277.41% | 加碼 |
| 49 | INTC | Intel CORP | 0% | +14.71% | 加碼 |
| 50 | NVR | Nvr Inc | 0% | +2668.75% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mather Group, LLC. 在 Q2 2026 季度的美股持倉總市值約為 US$118.0億，共申報了 1894 個公開持股部位。
在 Q2 2026 季度，Mather Group, LLC. 按市值排列的前三大核心持股分別為：VUG (11.4%)、VTV (9.6%)、VGK (6.8%)。其中最大持股部位 VUG 佔據整體投資組合約 11.4% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
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。
本季最大新建倉標的
市值: US$1319.9萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$176.0萬
在 Q2 2026 季度中，Mather Group, LLC. 共進行了 199 項持倉異動，包含新建倉 10 個部位、加碼 126 個部位、減碼 60 個部位以及清倉 3 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
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。