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
170 檔
9.1%
在 Q2 2025 的 13F 官方備案中，Mattern Capital Management, LLC 管理的美股投資組合規模來到 US$8.6億，整體持股檔數為 170 檔。
Q2 2025 數據顯示 Mattern Capital Management, LLC 積極進場，新開立 2 個部位並同步加碼 45 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, WMT）累計市值佔比達 9.1%，是驅動 Mattern Capital Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 2.28% | -0.04% | +1.72% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 1.99% | +0.22% | +3.95% | |
| 3 | WMT | Walmart Inc | 股票-非循環性消費 | 1.70% | -0.07% | +2.25% | |
| 4 | COR | Cencora Inc | 股票-醫療保健 | 1.69% | -0.03% | -1.25% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.68% | -0.15% | +0.25% | |
| 6 | BRO | Brown & Brown Inc | 股票-金融 | 1.59% | +0.16% | +0.54% | |
| 7 | GWW | Ww Grainger Inc | 股票-工業 | 1.48% | +0.31% | +0.54% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | +0.17% | +4.42% | |
| 9 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.42% | -0.06% | +1.15% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.36% | +0.51% | +0.24% | |
| 11 | PSX | Phillips 66 | 股票-能源 | 1.35% | -1.20% | +2.18% | |
| 12 | ADI | Analog Devices Inc | 股票-科技 | 1.34% | +0.21% | +1.98% | |
| 13 | SPGI | S&p Global Inc | 股票-金融 | 1.34% | +0.04% | +1.23% | |
| 14 | LIN | Linde plc | 股票-原物料 | 1.33% | +0.01% | +0.51% | |
| 15 | AFL | Aflac Inc | 股票-金融 | 1.33% | +0.06% | +1.52% | |
| 16 | EMR | Emerson Electric Co | 股票-工業 | 1.28% | -0.02% | EXIT | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 1.27% | +0.11% | +0.32% | |
| 18 | BLK | Blackrock Inc | 股票-金融 | 1.27% | -0.01% | +0.62% | |
| 19 | CB | Chubb Limited | 股票-金融 | 1.26% | +0.02% | -0.13% | |
| 20 | GD | General Dynamics CORP | 股票-工業 | 1.25% | +0.03% | +0.54% | |
| 21 | XYL | Xylem Inc | 股票-工業 | 1.24% | +0.07% | +1.28% | |
| 22 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.24% | -0.02% | +1.03% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.23% | +0.09% | +1.01% | |
| 24 | BR | Broadridge Financial Solutio | 股票-科技 | 1.23% | -0.16% | +0.25% | |
| 25 | LHX | L3harris Technologies Inc | 股票-工業 | 1.21% | -0.20% | +0.83% | |
| 26 | CTAS | Cintas CORP | 股票-工業 | 1.21% | +0.06% | +0.25% | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 1.21% | -0.22% | +0.52% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.19% | +0.14% | +1.44% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.19% | +0.17% | +1.78% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.19% | -0.14% | +1.73% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.18% | +0.44% | +2.45% | |
| 32 | ECL | Ecolab Inc | 股票-原物料 | 1.18% | +0.07% | +0.53% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 1.17% | -0.05% | EXIT | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.16% | -0.15% | +1.00% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.15% | — | +2.66% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 1.15% | -0.01% | +1.34% | |
| 37 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.14% | -0.13% | +0.16% | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 1.14% | +0.17% | +2.58% | |
| 39 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.12% | — | +2.28% | |
| 40 | PAYX | Paychex Inc | 股票-科技 | 1.11% | +0.05% | +0.49% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 1.09% | — | +2.51% | |
| 42 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.08% | -0.01% | +0.75% | |
| 43 | ACN | Accenture plc | 股票-科技 | 1.07% | -0.35% | +3.10% | |
| 44 | FDS | Factset Research Systems Inc | 股票-金融 | 1.07% | +0.05% | +1.19% | |
| 45 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.06% | -0.10% | +0.92% | |
| 46 | CBSH | Commerce Bancshares Inc | 股票-金融 | 1.06% | -0.73% | +0.47% | |
| 47 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.06% | +0.06% | +1.46% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.05% | -0.10% | +1.43% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 1.05% | — | +1.39% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | +0.20% | +2.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JBND | Jpmorgan Active Bond ETF | +0.7% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.6% | +4.42% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.5% | +1.72% | 加碼 |
| 4 | APH | Amphenol Corp-cl A | +0.4% | +24.55% | 加碼 |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | +0.3% | NEW | 新建倉 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +40.53% | 加碼 |
| 7 | EMR | Emerson Electric Co | +0.2% | +0.67% | 加碼 |
| 8 | ADI | Analog Devices Inc | +0.2% | +1.98% | 加碼 |
| 9 | LHX | L3harris Technologies Inc | +0.1% | +0.83% | 加碼 |
| 10 | WMT | Walmart Inc | +0.1% | +2.25% | 加碼 |
| 11 | TXN | Texas Instruments Inc | +0.1% | +2.45% | 加碼 |
| 12 | ROP | Roper Technologies Inc | +0.1% | +33.38% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +86.44% | 加碼 |
| 14 | NKE | Nike Inc -cl B | +0.1% | +6.34% | 加碼 |
| 15 | PH | Parker Hannifin CORP | +0.1% | +3.90% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | +22.75% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +22.35% | 加碼 |
| 18 | NVDA | Nvidia CORP | +0.1% | +117.33% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +0.24% | 加碼 |
| 20 | AVIG | Avantis Core Fixed Income | +0.1% | +17.93% | 加碼 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +64.42% | 加碼 |
| 22 | HON | Honeywell International Inc | +0.1% | +2.80% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.1% | +8.10% | 加碼 |
| 24 | BLK | Blackrock Inc | +0.1% | +0.62% | 加碼 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.62% | 加碼 |
| 26 | WRB | Wr Berkley CORP | +0.1% | +10.37% | 加碼 |
| 27 | XYL | Xylem Inc | 0% | +1.28% | 加碼 |
| 28 | CTAS | Cintas CORP | 0% | +0.25% | 加碼 |
| 29 | GD | General Dynamics CORP | 0% | +0.54% | 加碼 |
| 30 | TROW | T Rowe Price Group Inc | 0% | +3.31% | 加碼 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | -0.07% | 減碼 |
| 32 | COR | Cencora Inc | 0% | -1.25% | 減碼 |
| 33 | SYK | Stryker CORP | 0% | +1.01% | 加碼 |
| 34 | ICE | Intercontinental Exchange In | 0% | +0.52% | 加碼 |
| 35 | ECL | Ecolab Inc | 0% | +0.53% | 加碼 |
| 36 | PPG | Ppg Industries Inc | 0% | +3.29% | 加碼 |
| 37 | GWW | Ww Grainger Inc | — | +0.54% | 加碼 |
| 38 | SPGI | S&p Global Inc | 0% | +1.23% | 加碼 |
| 39 | COST | Costco Wholesale CORP | 0% | +0.25% | 加碼 |
| 40 | UPS | United Parcel Service-cl B | -0.1% | -68.40% | 減碼 |
| 41 | NJR | New Jersey Resources CORP | -0.1% | +1.32% | 加碼 |
| 42 | CMS | Cms Energy CORP | -0.1% | +1.17% | 加碼 |
| 43 | PEP | Pepsico Inc | -0.2% | +3.61% | 加碼 |
| 44 | BF-B | Brown-forman Corp-class B | -0.2% | +4.72% | 加碼 |
| 45 | CHD | Church & Dwight Co Inc | -0.2% | +2.27% | 加碼 |
| 46 | AMGN | Amgen Inc | -0.2% | +2.58% | 加碼 |
| 47 | AAPL | Apple Inc | -0.2% | +3.95% | 加碼 |
| 48 | BDX | Becton Dickinson And Co | -0.2% | +5.67% | 加碼 |
| 49 | BRO | Brown & Brown Inc | -0.3% | +0.54% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.5% | +4.54% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mattern Capital Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$8.6億，共申報了 170 個公開持股部位。
在 Q2 2025 季度，Mattern Capital Management, LLC 按市值排列的前三大核心持股分別為：MSFT (2.3%)、AAPL (2.0%)、WMT (1.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.3% 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
JBND
市值: US$558.6萬
本季最大獲利了結 / 清倉標的
COR
前期市值: US$1322.9萬
在 Q2 2025 季度中，Mattern Capital Management, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 45 個部位、減碼 3 個部位以及清倉 0 個部位。 其中最大新建倉標的為 JBND。
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。