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
172 檔
9.5%
Q3 2025 季度申報顯示，Mattern Capital Management, LLC 揭露的美股組合總市值為 US$8.6億，涵蓋 172 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Mattern Capital Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 39 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, WMT）占據了總市值的 9.5%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 2.37% | +0.22% | -2.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.04% | -2.25% | |
| 3 | WMT | Walmart Inc | 股票-非循環性消費 | 1.71% | -0.07% | -2.19% | |
| 4 | COR | Cencora Inc | 股票-醫療保健 | 1.62% | -0.03% | -6.23% | |
| 5 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.56% | -0.06% | -1.23% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.52% | +0.17% | -10.87% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.51% | -0.15% | -1.72% | |
| 8 | ADI | Analog Devices Inc | 股票-科技 | 1.49% | +0.21% | +9.83% | |
| 9 | PSX | Phillips 66 | 股票-能源 | 1.49% | -1.20% | -1.18% | |
| 10 | BRO | Brown & Brown Inc | 股票-金融 | 1.46% | +0.16% | +11.06% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.42% | -0.14% | +12.31% | |
| 12 | LHX | L3harris Technologies Inc | 股票-工業 | 1.42% | -0.20% | -2.03% | |
| 13 | GD | General Dynamics CORP | 股票-工業 | 1.40% | +0.03% | -1.82% | |
| 14 | BLK | Blackrock Inc | 股票-金融 | 1.38% | -0.01% | +0.23% | |
| 15 | AFL | Aflac Inc | 股票-金融 | 1.37% | +0.06% | -0.81% | |
| 16 | XYL | Xylem Inc | 股票-工業 | 1.36% | +0.07% | -1.84% | |
| 17 | GWW | Ww Grainger Inc | 股票-工業 | 1.31% | +0.31% | -1.19% | |
| 18 | LIN | Linde plc | 股票-原物料 | 1.30% | +0.01% | -1.09% | |
| 19 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.29% | -0.02% | -1.33% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.27% | +0.17% | -0.99% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.27% | +0.17% | +13.01% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.21% | +0.51% | -7.43% | |
| 23 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.21% | -0.13% | -2.47% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.20% | +0.04% | -1.18% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.19% | +0.02% | -0.91% | |
| 26 | APH | Amphenol Corp-cl A | 股票-科技 | 1.18% | +0.49% | +15.45% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.18% | +0.11% | -0.78% | |
| 28 | BR | Broadridge Financial Solutio | 股票-科技 | 1.17% | -0.16% | -0.96% | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.17% | +0.14% | -0.70% | |
| 30 | ECL | Ecolab Inc | 股票-原物料 | 1.15% | +0.07% | -1.38% | |
| 31 | EMR | Emerson Electric Co | 股票-工業 | 1.15% | -0.02% | EXIT | |
| 32 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.13% | -0.10% | -0.91% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.13% | +0.15% | -0.96% | |
| 34 | MDT | Medtronic plc | 股票-醫療保健 | 1.11% | — | -0.89% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 1.11% | +0.09% | -1.53% | |
| 36 | CTAS | Cintas CORP | 股票-工業 | 1.09% | +0.06% | -0.37% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.08% | -0.15% | -3.47% | |
| 38 | ITW | Illinois Tool Works | 股票-工業 | 1.07% | +0.04% | -0.50% | |
| 39 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.07% | — | +0.74% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.06% | -0.10% | -0.58% | |
| 41 | PH | Parker Hannifin CORP | 股票-工業 | 1.05% | +0.19% | +2.49% | |
| 42 | ACN | Accenture plc | 股票-科技 | 1.05% | -0.35% | +20.97% | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.04% | — | +0.59% | |
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 1.03% | -0.22% | -4.75% | |
| 45 | HON | Honeywell International Inc | 股票-工業 | 1.03% | -0.05% | EXIT | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 1.03% | +0.44% | +0.26% | |
| 47 | CMS | Cms Energy CORP | 股票-公用事業 | 1.02% | -0.13% | +0.18% | |
| 48 | PLD | Prologis Inc | 股票-房地產 | 1.01% | -0.02% | -0.06% | |
| 49 | CBSH | Commerce Bancshares Inc | 股票-金融 | 0.99% | -0.73% | -0.56% | |
| 50 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.98% | -0.13% | +0.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | INTU | Intuit Inc | +0.7% | +692.89% | 加碼 |
| 2 | APH | Amphenol Corp-cl A | +0.7% | +15.45% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.6% | -10.87% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.5% | -2.25% | 減碼 |
| 5 | LHX | L3harris Technologies Inc | +0.4% | -2.03% | 減碼 |
| 6 | ADI | Analog Devices Inc | +0.3% | +9.83% | 加碼 |
| 7 | MA | Mastercard Inc - A | +0.3% | +35.03% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.3% | +50.73% | 加碼 |
| 9 | WRB | Wr Berkley CORP | +0.3% | +25.09% | 加碼 |
| 10 | ROP | Roper Technologies Inc | +0.2% | +38.25% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +3.85% | 加碼 |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.61% | 加碼 |
| 13 | PH | Parker Hannifin CORP | +0.2% | +2.49% | 加碼 |
| 14 | AAPL | Apple Inc | +0.2% | -2.15% | 加碼 |
| 15 | BLK | Blackrock Inc | +0.2% | +0.23% | 加碼 |
| 16 | GD | General Dynamics CORP | +0.2% | -1.82% | 減碼 |
| 17 | NEE | Nextera Energy Inc | +0.2% | +12.31% | 加碼 |
| 18 | XYL | Xylem Inc | +0.2% | -1.84% | 減碼 |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +64.75% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.1% | +7.04% | 加碼 |
| 21 | NVDA | Nvidia CORP | +0.1% | +7.35% | 加碼 |
| 22 | WMT | Walmart Inc | +0.1% | -2.19% | 加碼 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +11.69% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +4.75% | 加碼 |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +65.39% | 加碼 |
| 26 | VNLA | Janus Henderson Short Durati | +0.1% | +42.94% | 加碼 |
| 27 | NKE | Nike Inc -cl B | +0.1% | +0.01% | 加碼 |
| 28 | AVIG | Avantis Core Fixed Income | +0.1% | +0.17% | 加碼 |
| 29 | VOO | Vanguard S&p 500 ETF | +0.1% | — | 減碼 |
| 30 | JNJ | Johnson & Johnson | +0.1% | -0.96% | 加碼 |
| 31 | PSX | Phillips 66 | 0% | -1.18% | 加碼 |
| 32 | EMR | Emerson Electric Co | 0% | -6.96% | 減碼 |
| 33 | HD | Home Depot Inc | 0% | -0.99% | 加碼 |
| 34 | LOW | Lowe's Cos Inc | 0% | -1.23% | 減碼 |
| 35 | BDX | Becton Dickinson And Co | -0.2% | +1.46% | 加碼 |
| 36 | CL | Colgate-palmolive Co | -0.2% | +1.53% | 加碼 |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | +0.81% | 加碼 |
| 38 | SBUX | Starbucks CORP | -0.2% | +0.59% | 加碼 |
| 39 | CHD | Church & Dwight Co Inc | -0.3% | +0.87% | 加碼 |
| 40 | JKHY | Jack Henry & Associates Inc | -0.3% | +0.94% | 加碼 |
| 41 | PAYX | Paychex Inc | -0.3% | -0.26% | 加碼 |
| 42 | UNH | Unitedhealth Group Inc | -0.4% | +11.44% | 加碼 |
| 43 | BRO | Brown & Brown Inc | -0.4% | +11.06% | 加碼 |
| 44 | FDS | Factset Research Systems Inc | -0.5% | +2.74% | 加碼 |
| 45 | TROW | T Rowe Price Group Inc | -0.9% | -97.62% | 減碼 |
| 46 | LMT | Lockheed Martin CORP | -1.1% | -94.40% | 減碼 |
| 47 | UNP | Union Pacific CORP | — | EXIT | 清倉 |
| 48 | CEG | Constellation Energy | — | NEW | 新建倉 |
| 49 | JBND | Jpmorgan Active Bond ETF | — | NEW | 新建倉 |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Mattern Capital Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$8.6億，共申報了 172 個公開持股部位。
在 Q3 2025 季度，Mattern Capital Management, LLC 按市值排列的前三大核心持股分別為：AAPL (2.4%)、MSFT (2.3%)、WMT (1.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.4% 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
CEG
市值: US$750.3萬
本季最大獲利了結 / 清倉標的
UNP
前期市值: US$911.4萬
在 Q3 2025 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 36 個部位、減碼 10 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CEG。 本季清倉部位包含 UNP。
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。