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
9.2%
根據最新整理的 13F 季度數據集，Mattern Capital Management, LLC 於 Q1 2026 結束時的管理資產規模為 US$8.6億。該機構在本季度申報了 170 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 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 92 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, PSX, MSFT）占據了總市值的 9.2%，展現出該機構在 Q1 2026 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 | 2.36% | +0.22% | +1.13% | |
| 2 | PSX | Phillips 66 | 股票-能源 | 1.93% | -1.20% | -2.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.04% | +16.05% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.72% | -0.15% | -1.17% | |
| 5 | COR | Cencora Inc | 股票-醫療保健 | 1.58% | -0.03% | -1.33% | |
| 6 | GWW | Ww Grainger Inc | 股票-工業 | 1.57% | +0.31% | -1.85% | |
| 7 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.52% | -0.10% | +29.14% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.49% | -0.14% | -2.30% | |
| 9 | CMS | Cms Energy CORP | 股票-公用事業 | 1.48% | -0.13% | +32.27% | |
| 10 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.47% | -0.06% | -2.50% | |
| 11 | AFL | Aflac Inc | 股票-金融 | 1.45% | +0.06% | +1.58% | |
| 12 | LHX | L3harris Technologies Inc | 股票-工業 | 1.44% | -0.20% | -5.13% | |
| 13 | LIN | Linde plc | 股票-原物料 | 1.43% | +0.01% | -0.87% | |
| 14 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.43% | -0.13% | +36.74% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.41% | +0.02% | -0.70% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | +0.17% | -1.47% | |
| 17 | GD | General Dynamics CORP | 股票-工業 | 1.36% | +0.03% | -0.91% | |
| 18 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.32% | -0.13% | +2.02% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.31% | -0.07% | -38.39% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.30% | -0.15% | +48.78% | |
| 21 | MSI | Motorola Solutions Inc | 股票-科技 | 1.28% | -0.08% | — | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.26% | +0.45% | +48.43% | |
| 23 | CEG | Constellation Energy | 股票-公用事業 | 1.24% | -0.24% | +57.03% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 1.23% | -0.08% | +56.91% | |
| 25 | BR | Broadridge Financial Solutio | 股票-科技 | 1.22% | -0.16% | +41.37% | |
| 26 | FDS | Factset Research Systems Inc | 股票-金融 | 1.21% | +0.05% | +53.69% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.20% | +0.11% | +35.35% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.20% | -0.41% | +84.38% | |
| 29 | BLK | Blackrock Inc | 股票-金融 | 1.20% | -0.01% | -0.20% | |
| 30 | NJR | New Jersey Resources CORP | 股票-公用事業 | 1.18% | -0.04% | -0.66% | |
| 31 | PAYX | Paychex Inc | 股票-科技 | 1.18% | +0.05% | +45.81% | |
| 32 | TT | Trane Technologies plc | 股票-工業 | 1.18% | +0.12% | — | |
| 33 | WM | Waste Management Inc | 股票-工業 | 1.17% | -0.02% | +779.95% | |
| 34 | PLD | Prologis Inc | 股票-房地產 | 1.15% | -0.02% | -0.92% | |
| 35 | ACN | Accenture plc | 股票-科技 | 1.14% | -0.35% | +33.61% | |
| 36 | ECL | Ecolab Inc | 股票-原物料 | 1.13% | +0.07% | -0.72% | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.12% | +0.14% | +0.69% | |
| 38 | BRO | Brown & Brown Inc | 股票-金融 | 1.11% | +0.16% | +3.86% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 1.11% | +0.04% | +4.03% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.11% | -0.10% | +0.12% | |
| 41 | ITW | Illinois Tool Works | 股票-工業 | 1.11% | +0.04% | -0.49% | |
| 42 | ICE | Intercontinental Exchange In | 股票-金融 | 1.10% | -0.22% | -1.91% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.10% | -0.14% | +0.99% | |
| 44 | XYL | Xylem Inc | 股票-工業 | 1.08% | +0.07% | +3.33% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 1.07% | +0.17% | +0.26% | |
| 46 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.07% | -0.02% | +1.73% | |
| 47 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.06% | +0.06% | -1.28% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.06% | +0.37% | -1.51% | |
| 49 | SYK | Stryker CORP | 股票-醫療保健 | 1.05% | +0.09% | +0.80% | |
| 50 | CTAS | Cintas CORP | 股票-工業 | 1.05% | +0.06% | +1.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WM | Waste Management Inc | +1.1% | +779.95% | 加碼 |
| 2 | PSX | Phillips 66 | +0.6% | -2.05% | 減碼 |
| 3 | CMS | Cms Energy CORP | +0.5% | +32.27% | 加碼 |
| 4 | WEC | Wec Energy Group Inc | +0.5% | +29.14% | 加碼 |
| 5 | AWK | American Water Works Co Inc | +0.4% | +36.74% | 加碼 |
| 6 | ROP | Roper Technologies Inc | +0.3% | +56.91% | 加碼 |
| 7 | CEG | Constellation Energy | +0.3% | +57.03% | 加碼 |
| 8 | ABT | Abbott Laboratories | +0.3% | +48.78% | 加碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | +48.43% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.2% | -1.17% | 減碼 |
| 11 | INTU | Intuit Inc | +0.2% | +84.38% | 加碼 |
| 12 | PAYX | Paychex Inc | +0.2% | +45.81% | 加碼 |
| 13 | LIN | Linde plc | +0.2% | -0.87% | 減碼 |
| 14 | NJR | New Jersey Resources CORP | +0.2% | -0.66% | 減碼 |
| 15 | NEE | Nextera Energy Inc | +0.2% | -2.30% | 減碼 |
| 16 | FDS | Factset Research Systems Inc | +0.2% | +53.69% | 加碼 |
| 17 | LHX | L3harris Technologies Inc | +0.2% | -5.13% | 減碼 |
| 18 | ATO | Atmos Energy CORP | +0.2% | +2.02% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.2% | +79.21% | 加碼 |
| 20 | CHD | Church & Dwight Co Inc | +0.1% | +0.27% | 加碼 |
| 21 | PEP | Pepsico Inc | +0.1% | +0.99% | 加碼 |
| 22 | GWW | Ww Grainger Inc | +0.1% | -1.85% | 減碼 |
| 23 | AVLV | Avantis US Large Cap Value | +0.1% | +41.25% | 加碼 |
| 24 | VNLA | Janus Henderson Short Durati | +0.1% | +39.91% | 加碼 |
| 25 | TYL | Tyler Technologies Inc | +0.1% | +133.74% | 加碼 |
| 26 | COP | Conocophillips | +0.1% | +2.85% | 加碼 |
| 27 | MDLZ | Mondelez International Inc-a | +0.1% | +2.03% | 加碼 |
| 28 | ADP | Automatic Data Processing | +0.1% | +35.35% | 加碼 |
| 29 | CRM | Salesforce Inc | +0.1% | +119.42% | 加碼 |
| 30 | CVX | Chevron CORP | +0.1% | +2.08% | 加碼 |
| 31 | DUHP | Dimensional US High Profi Et | +0.1% | +49.13% | 加碼 |
| 32 | CL | Colgate-palmolive Co | +0.1% | -1.28% | 減碼 |
| 33 | ITW | Illinois Tool Works | +0.1% | -0.49% | 減碼 |
| 34 | CB | Chubb Limited | +0.1% | -0.70% | 減碼 |
| 35 | IVV | Ishares Core S&p 500 ETF | +0.1% | +217.90% | 加碼 |
| 36 | BR | Broadridge Financial Solutio | +0.1% | +41.37% | 加碼 |
| 37 | PLD | Prologis Inc | +0.1% | -0.92% | 減碼 |
| 38 | ASML | ASML Holding N.V. | 0% | +2.46% | 加碼 |
| 39 | DFIV | Dimensional International Va | 0% | +48.85% | 加碼 |
| 40 | AVUV | Avantis US Small Cap Value | 0% | +36.90% | 加碼 |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.34% | 加碼 |
| 42 | GD | General Dynamics CORP | 0% | -0.91% | 減碼 |
| 43 | WSO | Watsco Inc | 0% | +12.06% | 加碼 |
| 44 | MCO | Moody's CORP | 0% | +47.10% | 加碼 |
| 45 | RSG | Republic Services Inc | 0% | +17.23% | 加碼 |
| 46 | ORLY | O'reilly Automotive Inc | 0% | +24.89% | 加碼 |
| 47 | MCD | Mcdonald's CORP | 0% | +0.12% | 加碼 |
| 48 | AFL | Aflac Inc | 0% | +1.58% | 加碼 |
| 49 | DFAT | Dimensional US Target Value | 0% | +31.17% | 加碼 |
| 50 | DFEV | Dimensional Emrg Mrkt Val | 0% | +56.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mattern Capital Management, LLC 在 Q1 2026 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 Q1 2026 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%)、PSX (1.9%)、MSFT (1.8%)。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
MSI
市值: US$1065.7萬
本季最大獲利了結 / 清倉標的
APD
前期市值: US$857.3萬
在 Q1 2026 季度中，Mattern Capital Management, LLC 共進行了 156 項持倉異動，包含新建倉 9 個部位、加碼 83 個部位、減碼 55 個部位以及清倉 9 個部位。 其中最大新建倉標的為 MSI。 本季清倉部位包含 APD。
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。