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: 0001803227
申報總市值
US$8.6億
US$8.6億
157 檔
8.5%
截至 Q1 2024 季度末，Mattern Capital Management, LLC 的美股持倉估值約為 US$8.6億，全數申報部位共有 157 檔。
Mattern Capital Management, LLC 在 Q1 2024 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 22 檔持股的同時，亦同步清倉 5 檔並減碼 20 檔標的。
整體而言，Mattern Capital Management, LLC 的前 5 大持股（包含 MSFT, AAPL, PSX）貢獻了組合市值的 8.5%，形成該機構在 Q1 2024 季度的基本面基石。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.04% | -7.61% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.03% | +0.22% | +0.74% | |
| 3 | PSX | Phillips 66 | 股票-能源 | 2.00% | -1.20% | -9.03% | |
| 4 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.83% | -0.06% | -3.41% | |
| 5 | GWW | Ww Grainger Inc | 股票-工業 | 1.78% | +0.31% | -8.36% | |
| 6 | COR | Cencora Inc | 股票-醫療保健 | 1.65% | -0.03% | -4.03% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.61% | -0.15% | -4.06% | |
| 8 | TGT | Target CORP | 股票-循環性消費 | 1.58% | -0.02% | EXIT | |
| 9 | BRO | Brown & Brown Inc | 股票-金融 | 1.57% | +0.16% | -1.03% | |
| 10 | AFL | Aflac Inc | 股票-金融 | 1.46% | +0.06% | +1.33% | |
| 11 | LIN | Linde plc | 股票-原物料 | 1.46% | +0.01% | -0.21% | |
| 12 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.42% | -0.02% | -3.09% | |
| 13 | ADI | Analog Devices Inc | 股票-科技 | 1.40% | +0.21% | +1.32% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.39% | +0.17% | +0.17% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.39% | -0.07% | +201.95% | |
| 16 | GD | General Dynamics CORP | 股票-工業 | 1.38% | +0.03% | -0.36% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.38% | +0.02% | -0.72% | |
| 18 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.37% | +0.14% | -1.63% | |
| 19 | XYL | Xylem Inc | 股票-工業 | 1.33% | +0.07% | -5.63% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 1.32% | +0.17% | +1.04% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.30% | -0.35% | -0.71% | |
| 22 | EMR | Emerson Electric Co | 股票-工業 | 1.30% | -0.02% | EXIT | |
| 23 | UPS | United Parcel Service-cl B | 股票-工業 | 1.28% | — | +6.95% | |
| 24 | SYK | Stryker CORP | 股票-醫療保健 | 1.28% | +0.09% | -4.08% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.27% | +0.45% | +7.20% | |
| 26 | CTAS | Cintas CORP | 股票-工業 | 1.27% | +0.06% | -0.97% | |
| 27 | BLKCHF | Blackrock Inc | 股票-其他 | 1.27% | — | +0.08% | |
| 28 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.27% | — | +8.05% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.26% | -0.14% | +8.70% | |
| 30 | SPGI | S&p Global Inc | 股票-金融 | 1.25% | +0.04% | +2.93% | |
| 31 | BR | Broadridge Financial Solutio | 股票-科技 | 1.24% | -0.16% | -1.48% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工業 | 1.22% | -0.01% | +5.37% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 1.22% | — | +3.65% | |
| 34 | ITW | Illinois Tool Works | 股票-工業 | 1.22% | +0.04% | +1.58% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 1.21% | +0.44% | +2.76% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 1.21% | +0.11% | +2.70% | |
| 37 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.19% | — | +5.09% | |
| 38 | ECL | Ecolab Inc | 股票-原物料 | 1.18% | +0.07% | -5.02% | |
| 39 | PLD | Prologis Inc | 股票-房地產 | 1.17% | -0.02% | +3.31% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.16% | -0.14% | +12.32% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 1.16% | — | +2.71% | |
| 42 | PPG | Ppg Industries Inc | 股票-原物料 | 1.16% | -0.90% | +3.79% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 1.15% | -0.22% | -0.16% | |
| 44 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.15% | +0.06% | +2.33% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.15% | +0.05% | +4.18% | |
| 46 | LHX | L3harris Technologies Inc | 股票-工業 | 1.14% | -0.20% | +2.07% | |
| 47 | FDS | Factset Research Systems Inc | 股票-金融 | 1.13% | +0.05% | +4.44% | |
| 48 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.13% | -0.01% | +2.65% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 1.12% | +0.51% | +4.50% | |
| 50 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.10% | +0.03% | +3.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | NEW | 新建倉 |
| 2 | PH | Parker Hannifin CORP | +0.8% | NEW | 新建倉 |
| 3 | V | Visa Inc-class A Shares | +0.8% | +2502.44% | 加碼 |
| 4 | BRO | Brown & Brown Inc | +0.2% | -1.03% | 減碼 |
| 5 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | +11.18% | 加碼 |
| 6 | TSCO | Tractor Supply Company | +0.1% | -3.09% | 減碼 |
| 7 | EMR | Emerson Electric Co | +0.1% | +1.16% | 加碼 |
| 8 | TROW | T Rowe Price Group Inc | +0.1% | +5.09% | 加碼 |
| 9 | WMT | Walmart Inc | +0.1% | +201.95% | 加碼 |
| 10 | GWW | Ww Grainger Inc | +0.1% | -8.36% | 減碼 |
| 11 | COR | Cencora Inc | +0.1% | -4.03% | 減碼 |
| 12 | SYK | Stryker CORP | +0.1% | -4.08% | 減碼 |
| 13 | CL | Colgate-palmolive Co | +0.1% | +2.33% | 加碼 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +4.18% | 加碼 |
| 15 | COP | Conocophillips | +0.1% | NEW | 新建倉 |
| 16 | PSX | Phillips 66 | +0.1% | -9.03% | 減碼 |
| 17 | TGT | Target CORP | +0.1% | -9.03% | 減碼 |
| 18 | CB | Chubb Limited | +0.1% | -0.72% | 減碼 |
| 19 | LIN | Linde plc | +0.1% | -0.21% | 減碼 |
| 20 | NEE | Nextera Energy Inc | +0.1% | +8.70% | 加碼 |
| 21 | PEP | Pepsico Inc | +0.1% | +12.32% | 加碼 |
| 22 | AMZN | Amazon.com Inc | +0.1% | +32.02% | 加碼 |
| 23 | CTAS | Cintas CORP | +0.1% | -0.97% | 減碼 |
| 24 | CHD | Church & Dwight Co Inc | +0.1% | +3.84% | 加碼 |
| 25 | WEC | Wec Energy Group Inc | +0.1% | +17.34% | 加碼 |
| 26 | LOW | Lowe's Cos Inc | +0.1% | -3.41% | 減碼 |
| 27 | HD | Home Depot Inc | +0.1% | +0.17% | 加碼 |
| 28 | CMS | Cms Energy CORP | +0.1% | +8.52% | 加碼 |
| 29 | BDX | Becton Dickinson And Co | +0.1% | +10.48% | 加碼 |
| 30 | SHW | Sherwin-williams Co/the | 0% | -1.63% | 減碼 |
| 31 | ECL | Ecolab Inc | 0% | -5.02% | 減碼 |
| 32 | ADP | Automatic Data Processing | 0% | +2.70% | 加碼 |
| 33 | PAYX | Paychex Inc | 0% | +6.92% | 加碼 |
| 34 | ATO | Atmos Energy CORP | 0% | +7.35% | 加碼 |
| 35 | JKHY | Jack Henry & Associates Inc | 0% | +2.65% | 加碼 |
| 36 | MDT | Medtronic plc | 0% | +2.71% | 加碼 |
| 37 | GD | General Dynamics CORP | 0% | -0.36% | 減碼 |
| 38 | COST | Costco Wholesale CORP | 0% | -4.06% | 減碼 |
| 39 | ES | Eversource Energy | -0.1% | EXIT | 清倉 |
| 40 | CLX | Clorox Company | -0.1% | EXIT | 清倉 |
| 41 | SJM | Jm Smucker Co/the | -0.1% | EXIT | 清倉 |
| 42 | AVLV | Avantis US Large Cap Value | -0.1% | -51.47% | 減碼 |
| 43 | RTX | Rtx CORP | -0.2% | -71.78% | 減碼 |
| 44 | ZTS | Zoetis Inc | -0.2% | +5.06% | 加碼 |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -47.46% | 減碼 |
| 46 | DECK | Deckers Outdoor CORP | -0.3% | -59.60% | 減碼 |
| 47 | AAPL | Apple Inc | -0.4% | +0.74% | 加碼 |
| 48 | VMC | Vulcan Materials Co | -0.4% | -91.77% | 減碼 |
| 49 | XEL | Xcel Energy Inc | -1.1% | EXIT | 清倉 |
| 50 | AMT | American Tower CORP | -1.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mattern Capital Management, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$8.6億，共申報了 157 個公開持股部位。
在 Q1 2024 季度，Mattern Capital Management, LLC 按市值排列的前三大核心持股分別為：MSFT (2.2%)、AAPL (2.0%)、PSX (2.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.2% 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
AVGO
市值: US$637.7萬
本季最大獲利了結 / 清倉標的
AMT
前期市值: US$804.1萬
在 Q1 2024 季度中，Mattern Capital Management, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 22 個部位、減碼 20 個部位以及清倉 5 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 AMT。
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。