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
160 檔
9.1%
截至 Q4 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 160 檔。
Q4 2024 的申報記錄反映 Mattern Capital Management, LLC 的板塊替換策略：機構本季推動了 24 筆增持與 26 筆減持，籌碼呈現明顯的結構重組。
整體而言，Mattern Capital Management, LLC 的前 5 大持股（包含 AAPL, MSFT, COST）貢獻了組合市值的 9.1%，形成該機構在 Q4 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 | AAPL | Apple Inc | 股票-科技 | 2.69% | +0.22% | -3.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.04% | +0.87% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.81% | -0.15% | -3.94% | |
| 4 | WMT | Walmart Inc | 股票-非循環性消費 | 1.79% | -0.07% | -7.99% | |
| 5 | GWW | Ww Grainger Inc | 股票-工業 | 1.71% | +0.31% | -1.29% | |
| 6 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.69% | -0.06% | -0.51% | |
| 7 | BRO | Brown & Brown Inc | 股票-金融 | 1.68% | +0.16% | -2.06% | |
| 8 | AFL | Aflac Inc | 股票-金融 | 1.52% | +0.06% | -7.40% | |
| 9 | COR | Cencora Inc | 股票-醫療保健 | 1.43% | -0.03% | -1.32% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.41% | +0.17% | -7.52% | |
| 11 | BLK | Blackrock Inc | 股票-金融 | 1.41% | -0.01% | — | |
| 12 | PSX | Phillips 66 | 股票-能源 | 1.40% | -1.20% | +6.20% | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.39% | +0.02% | +0.07% | |
| 14 | SPGI | S&p Global Inc | 股票-金融 | 1.38% | +0.04% | -0.82% | |
| 15 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.34% | -0.02% | +396.47% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.34% | +0.17% | -1.39% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.34% | +0.21% | -4.61% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.33% | +0.11% | -1.41% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.31% | -0.35% | +2.27% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.31% | -0.14% | -1.45% | |
| 21 | BR | Broadridge Financial Solutio | 股票-科技 | 1.30% | -0.16% | +0.06% | |
| 22 | LIN | Linde plc | 股票-原物料 | 1.30% | +0.01% | +3.60% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.28% | +0.51% | -2.46% | |
| 24 | EMR | Emerson Electric Co | 股票-工業 | 1.27% | -0.02% | EXIT | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.26% | — | -0.02% | |
| 26 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.25% | +0.14% | -2.06% | |
| 27 | SYK | Stryker CORP | 股票-醫療保健 | 1.25% | +0.09% | +1.97% | |
| 28 | TGT | Target CORP | 股票-循環性消費 | 1.24% | -0.02% | EXIT | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 1.24% | -0.01% | +0.29% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.23% | +0.45% | -1.21% | |
| 31 | FDS | Factset Research Systems Inc | 股票-金融 | 1.22% | +0.05% | +3.45% | |
| 32 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.21% | — | -2.91% | |
| 33 | GD | General Dynamics CORP | 股票-工業 | 1.20% | +0.03% | -1.12% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 1.19% | -0.05% | EXIT | |
| 35 | XYL | Xylem Inc | 股票-工業 | 1.19% | +0.07% | +5.40% | |
| 36 | PAYX | Paychex Inc | 股票-科技 | 1.19% | +0.05% | +0.38% | |
| 37 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.18% | -0.13% | -2.14% | |
| 38 | CTAS | Cintas CORP | 股票-工業 | 1.17% | +0.06% | -7.23% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.17% | +0.05% | +2.93% | |
| 40 | CBSH | Commerce Bancshares Inc | 股票-金融 | 1.16% | -0.73% | +1.80% | |
| 41 | TXN | Texas Instruments Inc | 股票-科技 | 1.16% | +0.44% | -6.02% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 1.14% | — | +4.34% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.14% | -0.10% | +1.96% | |
| 44 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.13% | -0.01% | +3.19% | |
| 45 | ITW | Illinois Tool Works | 股票-工業 | 1.13% | +0.04% | +2.08% | |
| 46 | ECL | Ecolab Inc | 股票-原物料 | 1.13% | +0.07% | -0.08% | |
| 47 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.12% | +0.06% | +2.87% | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 1.12% | -0.22% | -4.95% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 1.11% | +0.17% | -2.70% | |
| 50 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.10% | -0.15% | +7.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.4% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.3% | -7.52% | 減碼 |
| 3 | V | Visa Inc-class A Shares | +0.2% | +4.48% | 加碼 |
| 4 | AAPL | Apple Inc | +0.2% | -3.64% | 減碼 |
| 5 | HON | Honeywell International Inc | +0.2% | +2.73% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +0.1% | -2.46% | 減碼 |
| 7 | FDS | Factset Research Systems Inc | +0.1% | +3.45% | 加碼 |
| 8 | EMR | Emerson Electric Co | +0.1% | -5.84% | 減碼 |
| 9 | DECK | Deckers Outdoor CORP | +0.1% | +3.13% | 加碼 |
| 10 | CBSH | Commerce Bancshares Inc | +0.1% | +1.80% | 加碼 |
| 11 | TROW | T Rowe Price Group Inc | +0.1% | +2.54% | 加碼 |
| 12 | AVIG | Avantis Core Fixed Income | +0.1% | +18.10% | 加碼 |
| 13 | DUHP | Dimensional US High Profi Et | +0.1% | +175.23% | 加碼 |
| 14 | HD | Home Depot Inc | 0% | -1.39% | 減碼 |
| 15 | APD | Air Products & Chemicals Inc | 0% | -2.91% | 減碼 |
| 16 | WEC | Wec Energy Group Inc | 0% | -3.65% | 減碼 |
| 17 | SBUX | Starbucks CORP | 0% | -0.02% | 減碼 |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -0.20% | 減碼 |
| 19 | JNJ | Johnson & Johnson | 0% | +4.14% | 加碼 |
| 20 | CMS | Cms Energy CORP | -0.1% | -2.07% | 減碼 |
| 21 | MDT | Medtronic plc | -0.1% | +4.34% | 加碼 |
| 22 | ECL | Ecolab Inc | -0.1% | -0.08% | 減碼 |
| 23 | BF-B | Brown-forman Corp-class B | -0.1% | +15.91% | 加碼 |
| 24 | PSX | Phillips 66 | -0.1% | +6.20% | 加碼 |
| 25 | MDLZ | Mondelez International Inc-a | -0.1% | +10.88% | 加碼 |
| 26 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -34.99% | 減碼 |
| 27 | LIN | Linde plc | -0.1% | +3.60% | 加碼 |
| 28 | XYL | Xylem Inc | -0.1% | +5.40% | 加碼 |
| 29 | CL | Colgate-palmolive Co | -0.1% | +2.87% | 加碼 |
| 30 | TSCO | Tractor Supply Company | -0.1% | +396.47% | 加碼 |
| 31 | TGT | Target CORP | -0.1% | +3.66% | 加碼 |
| 32 | ZTS | Zoetis Inc | -0.1% | +7.41% | 加碼 |
| 33 | PLD | Prologis Inc | -0.1% | +5.09% | 加碼 |
| 34 | LOW | Lowe's Cos Inc | -0.1% | -0.51% | 減碼 |
| 35 | ICE | Intercontinental Exchange In | -0.1% | -4.95% | 減碼 |
| 36 | AWK | American Water Works Co Inc | -0.1% | +2.74% | 加碼 |
| 37 | ADI | Analog Devices Inc | -0.1% | -4.61% | 減碼 |
| 38 | O | Realty Income CORP | -0.1% | +1.42% | 加碼 |
| 39 | LHX | L3harris Technologies Inc | -0.1% | -2.57% | 減碼 |
| 40 | SHW | Sherwin-williams Co/the | -0.1% | -2.06% | 減碼 |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -26.33% | 減碼 |
| 42 | TXN | Texas Instruments Inc | -0.2% | -6.02% | 減碼 |
| 43 | GD | General Dynamics CORP | -0.2% | -1.12% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | -1.21% | 減碼 |
| 45 | AFL | Aflac Inc | -0.2% | -7.40% | 減碼 |
| 46 | LMT | Lockheed Martin CORP | -0.2% | +0.29% | 加碼 |
| 47 | NEE | Nextera Energy Inc | -0.2% | -1.45% | 減碼 |
| 48 | CTAS | Cintas CORP | -0.2% | -7.23% | 減碼 |
| 49 | AMGN | Amgen Inc | -0.3% | -2.70% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mattern Capital Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$8.6億，共申報了 160 個公開持股部位。
在 Q4 2024 季度，Mattern Capital Management, LLC 按市值排列的前三大核心持股分別為：AAPL (2.7%)、MSFT (2.1%)、COST (1.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.7% 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
BLK
市值: US$1083.7萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1057.8萬
在 Q4 2024 季度中，Mattern Capital Management, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 23 個部位、減碼 25 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。